5608 |
北城證券研發部提供 非經同意不得轉載 本刊內容僅供參考 投資人應謹慎考量投資風險 本公司不負任何法律責任 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5608 四維航 |
實收資本額 |
3893 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2003/08/25 |
|
|
|
|
|
|
|
|
|
發 言
人 |
許綱倫 |
電 話 |
02-87121888 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市105松山區復興北路167號16樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-航運 |
|
|
|
|
|
|
|
|
|
主要產品 |
船務代理業、船舶運送業、船舶及其零件批發/零售業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
17.05 |
法人買賣超合計(近一日) |
買超 467.526 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.90
|
法人買賣超合計(近一週) |
買超
737.34 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
5.57
|
法人買賣超合計(近一月) |
賣超 -1566.95 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.58
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
最新股利發放 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
殖利率 |
|
|
|
|
|
|
|
2024/06/25 |
1.50 |
0.50 |
2015/09/21 |
2023/07/18 |
8.80% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
股利年度 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
扣抵率(%) |
殖利率 |
股利殖利率 |
現金殖利率 |
|
|
|
|
2024 |
2025/06/25 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2023 |
2024/06/25 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2022 |
2023/06/28 |
1.50 |
0.00 |
|
2023/07/18 |
|
8.8% |
0% |
8.8% |
|
|
|
|
2021 |
2022/06/21 |
2.00 |
0.00 |
|
2022/07/20 |
|
11.73% |
0% |
11.73% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.10 |
K(9) |
59.2 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
25.98 |
D(9) |
55.97 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
170.50 |
周K(9) |
37.01 |
|
1.6 |
1.6 |
1.2 |
1.2 |
1.5 |
|
|
|
|
股價淨值比 |
0.66 |
周D(9) |
42.09 |
綜合評分: |
7.1 |
建議: |
列入追踪 |
目標價: |
21.81 |
|
|
|
|
月線乖離率 |
5.08 |
季線乖離率 |
-6.97 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
2.06 |
3*PB |
77.50 |
|
|
|
|
股價 |
18.65 |
15.85 |
16.75 |
16.25 |
17.05 |
15*PE |
1.54 |
2*PB |
51.67 |
|
|
|
|
成交量(千股) |
4,844 |
19,633 |
20,075 |
7,908 |
12,517 |
10*PE |
1.03 |
1*PB |
25.83 |
|
|
|
|
資餘 |
9,215 |
7,154 |
7,481 |
6,997 |
7,239 |
5*PE |
0.51 |
0.5*PB |
12.92 |
|
|
|
|
券餘 |
750 |
116 |
0 |
32 |
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
928,561
|
942,548
|
836,468
|
785,195
|
828,956
|
868,223
|
901,060
|
|
|
|
|
營業成本(千) |
|
808,360
|
807,379
|
769,719
|
794,903
|
759,788
|
825,540
|
838,412
|
|
|
|
|
營業毛利(千) |
|
120,201
|
135,169
|
66,749
|
-9,708 |
69,168
|
42,683
|
62,648
|
|
|
|
|
營業費用(千) |
|
73,233
|
78,445
|
72,082
|
72,253
|
82,306
|
75,581
|
73,344
|
|
|
|
|
營業利益(千) |
|
46,968
|
56,724
|
-5,333 |
-81,961 |
-13,138 |
-32,898 |
-10,696 |
|
|
|
|
營業外收入及支出(千) |
|
-265,282 |
11,831
|
-11,922 |
-180,879 |
66,961
|
-159,611 |
-145,416 |
|
|
|
|
稅前純益(千) |
|
-218,314 |
68,555
|
-17,255 |
-262,840 |
53,823
|
-192,509 |
-156,112 |
|
|
|
|
所得稅(千) |
|
-24,287 |
17,971
|
-6,196 |
-12,427 |
-34,364 |
-9,886 |
114,907
|
|
|
|
|
稅後純益(千) |
|
-194,027 |
50,584
|
-11,059 |
-250,413 |
88,187
|
-182,623 |
-271,019 |
|
|
|
|
其他綜合損益(千) |
|
475,588
|
-332,728 |
188,523
|
536,639
|
-649,391 |
455,203
|
284,457
|
|
|
|
|
綜合損益(千) |
|
281,561
|
-282,144 |
177,464
|
286,226
|
-561,204 |
272,580
|
13,438
|
|
|
|
|
原始每股稅前盈餘(元) |
|
-0.56 |
0.18
|
-0.04 |
-0.68 |
0.14
|
-0.49 |
-0.42 |
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.40 |
0.20
|
0.06
|
-0.55 |
0.27
|
-0.40 |
-0.65 |
|
|
|
|
毛利率(%) |
|
12.94
|
14.34
|
7.98
|
-1.24 |
8.34
|
4.92
|
6.95
|
|
|
|
|
營業利益率(%) |
|
5.06
|
6.02
|
-0.64 |
-10.44 |
-1.58 |
-3.79 |
-1.19 |
|
|
|
|
稅後純益率(%) |
|
-20.90 |
5.37
|
-1.32 |
-31.89 |
10.64
|
-21.03 |
-30.08 |
|
|
|
|
稅後權益報酬率(%) |
|
-1.92 |
0.50
|
-0.11 |
-2.54 |
0.89
|
-1.85 |
-2.85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
月營收 |
單月營收(千) |
累計營收(千) |
單月MoM |
單月YoY |
累計YoY |
累計稅前EPS |
備註 |
近3月營收(千) |
近3月年成長 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
255,397 |
783,504 |
9.21
|
-4.95 |
-0.21 |
|
|
783,504
|
-0.21 |
|
|
|
|
202502 |
233,849 |
528,107 |
-20.53 |
-8.63 |
2.25
|
|
創近一年新低 |
837,295
|
7.21 |
|
|
|
|
202501 |
294,258 |
294,258 |
-4.83 |
12.94
|
12.94
|
|
|
917,836
|
15.69 |
|
|
|
|
202412 |
309,188 |
3,492,772 |
-1.65 |
16.88
|
0.91
|
-1.10 |
|
928,356
|
11.99 |
|
|
|
|
202411 |
314,390 |
3,183,378 |
3.15
|
17.19
|
-0.41 |
|
|
931,095
|
10.89 |
|
|
|
|
202410 |
304,778 |
2,868,988 |
-2.29 |
2.91
|
-2.03 |
|
|
927,055
|
8.05 |
|
|
|
|
202409 |
311,927 |
2,564,211 |
0.51
|
13.32
|
-2.58 |
-0.54 |
|
942,553
|
8.56 |
|
|
|
|
202408 |
310,350 |
2,252,283 |
-3.10 |
8.30
|
-4.44 |
|
|
926,581
|
3.72 |
|
|
|
|
202407 |
320,276 |
1,941,933 |
8.22
|
4.53
|
-6.20 |
|
創近一年新高 |
894,478
|
-2.06 |
|
|
|
|
202406 |
295,955 |
1,621,663 |
6.36
|
-1.46 |
-8.07 |
-0.72 |
|
836,469
|
-7.17 |
|
|
|
|
202405 |
278,247 |
1,325,702 |
6.09
|
-9.24 |
-9.42 |
|
|
809,218
|
-8.88 |
|
|
|
|
202404 |
262,267 |
1,047,455 |
-2.40 |
-10.83 |
-9.47 |
|
|
786,916
|
-5.33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
|
|
|
|
9200 |
凱基 |
575 |
1265 |
690 |
9A00 |
永豐金 |
-546 |
247 |
793 |
|
|
|
|
9300 |
華南永昌 |
169 |
325 |
156 |
9800 |
元大 |
-247 |
1465 |
1712 |
|
|
|
|
5600 |
永興 |
139 |
149 |
10 |
5920 |
元富 |
-141 |
178 |
319 |
|
|
|
|
1560 |
港商野村 |
81 |
203 |
122 |
1480 |
美商高盛 |
-141 |
191 |
332 |
|
|
|
|
9100 |
群益金鼎 |
80 |
399 |
319 |
1650 |
新加坡商瑞銀 |
-112 |
184 |
296 |
|
|
|
|
8440 |
摩根大通 |
52 |
240 |
188 |
1470 |
台灣摩根士丹利 |
-76 |
147 |
223 |
|
|
|
|
8560 |
新光 |
49 |
182 |
133 |
5380 |
第一金 |
-65 |
158 |
223 |
|
|
|
|
1230 |
彰銀 |
39 |
42 |
3 |
7790 |
國票 |
-37 |
402 |
439 |
|
|
|
|
9600 |
富邦 |
37 |
918 |
881 |
8840 |
玉山 |
-32 |
71 |
103 |
|
|
|
|
1440 |
美林 |
32 |
113 |
81 |
1040 |
臺銀證券 |
-29 |
43 |
72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250304 |
關稅徵不停!搶運潮持續 慧洋大漲逾8% |
|
|
|
|
20250227 |
外資賣超451億元 權值雙雄落難、買超中鋼逾5萬張 |
|
|
|
|
20250227 |
重建需求增但散裝船供給吃緊 慧洋、裕民盤中大漲 |
|
|
|
|
20250225 |
台股早盤下跌逾300點 台積電開低20元 |
|
|
|
|
20250225 |
台積電恐探半年線 分析師認為甜甜價來了…另看好這幾檔 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-0.1 |
|
10日籌碼集中度 |
4.1 |
|
單日買賣超 |
-9 |
|
|
|
5日籌碼集中度 |
3.8 |
|
20日籌碼集中度 |
-1.7 |
|
累計買賣超 |
-2718 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
11189 |
借券餘額 |
12057 |
千張大戶戶數 |
17 |
大戶比例 |
21.73 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 20:04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|