| 5609 |
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 |
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| 5609 中菲行 |
實收資本額 |
1429 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2001/10/15 |
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| 發 言
人 |
阮耀樟 |
電 話 |
(02)27963660 |
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| 地 址 |
台北市114民權東路六段160號11樓 |
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| 產 業
別 |
傳產-航運 |
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| 主要產品 |
航空貨運承攬及海運承攬運送業務之經營、進出口貨物之報關業務、倉儲業務之經營、理貨包裝業務之經營、前項有關業務之經營及投資 |
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| 2025/5/2 股價 |
75.00 |
法人買賣超合計(近一日) |
買超 8.943 張 |
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| 2025/5/2
漲跌 |
1.40
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法人買賣超合計(近一週) |
賣超 -82.86 張 |
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| 2025/5/2
漲跌幅 |
1.90
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法人買賣超合計(近一月) |
賣超 -327.69 張 |
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| 券 資 比 |
0.00
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外資連8買 |
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| 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 |
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| 2023/06/06 |
10.71 |
0.50 |
2023/07/03 |
2023/07/03 |
14.28% |
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| 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 |
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| 2024 |
2025/06/05 |
5.20 |
0.00 |
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6.93% |
0% |
6.93% |
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| 2023 |
2024/06/06 |
6.00 |
0.00 |
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2024/06/06 |
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8% |
0% |
8% |
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| 2022 |
2023/06/06 |
10.71 |
0.50 |
2023/07/03 |
2023/07/03 |
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14.95% |
0.01% |
14.28% |
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| 2021 |
2022/06/08 |
10.20 |
0.00 |
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2022/06/16 |
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13.6% |
0% |
13.6% |
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| 機構估稅後EPS |
6.02 |
K(9) |
40.19 |
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技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
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| 淨值(元) |
45.18 |
D(9) |
45.67 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.46 |
周K(9) |
50.58 |
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0.4 |
0.4 |
2 |
2 |
0.5 |
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| 股價淨值比 |
1.66 |
周D(9) |
51.75 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
86.25 |
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| 月線乖離率 |
-0.45 |
季線乖離率 |
-6.07 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
120.00 |
3*PB |
133.14 |
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| 股價 |
80.60 |
76.40 |
77.00 |
76.10 |
75.00 |
15*PE |
90.00 |
2*PB |
88.76 |
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| 成交量(千股) |
450 |
1,657 |
767 |
271 |
498 |
10*PE |
60.00 |
1*PB |
44.38 |
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| 資餘 |
305 |
290 |
254 |
251 |
260 |
5*PE |
30.00 |
0.5*PB |
22.19 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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| 營業收入淨額(千) |
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8,707,684
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7,891,319
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6,716,796
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5,631,568
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6,166,174
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5,225,706
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5,234,649
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| 營業成本(千) |
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7,610,925
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6,890,352
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5,788,477
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4,761,743
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5,138,675
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4,314,288
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4,297,227
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| 營業毛利(千) |
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1,096,759
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1,000,967
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928,319
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869,825
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1,027,499
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911,418
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937,422
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| 營業費用(千) |
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843,458
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752,505
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631,816
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656,830
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816,805
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644,070
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607,517
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| 營業利益(千) |
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253,301
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248,462
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296,503
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212,995
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210,694
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267,348
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329,905
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| 營業外收入及支出(千) |
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66,063
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-12,494 |
41,239
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62,731
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28,625
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56,644
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53,765
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| 稅前純益(千) |
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319,364
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235,968
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337,742
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275,726
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239,319
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323,992
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383,670
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| 所得稅(千) |
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83,735
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24,097
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42,921
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43,785
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45,620
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59,445
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85,157
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| 稅後純益(千) |
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235,629
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211,871
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294,821
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231,941
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193,699
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264,547
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298,513
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| 其他綜合損益(千) |
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325,680
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-375,664 |
238,156
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401,251
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-371,838 |
318,443
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162,879
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| 綜合損益(千) |
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561,309
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-163,793 |
532,977
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633,192
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-178,139 |
582,990
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461,392
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| 原始每股稅前盈餘(元) |
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2.27
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1.68
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2.40
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1.96
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1.68
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2.27
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2.82
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| 原始每股稅後盈餘(元) |
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1.65
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1.44
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2.11
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1.59
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1.38
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1.83
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2.20
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| 毛利率(%) |
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12.60
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12.68
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13.82
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15.45
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16.66
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17.44
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17.91
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| 營業利益率(%) |
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2.91
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3.15
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4.41
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3.78
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3.42
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5.12
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6.30
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| 稅後純益率(%) |
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2.71
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2.68
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4.39
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4.12
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3.14
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5.06
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5.70
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| 稅後權益報酬率(%) |
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3.81
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3.53
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5.06
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4.04
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3.21
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4.54
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5.75
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| 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 |
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| 202504 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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| 202503 |
2,555,397 |
6,991,478 |
19.50
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30.64
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28.31
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6,991,478
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28.31 |
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| 202502 |
2,138,415 |
4,436,080 |
-6.93 |
34.34
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27.00
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7,182,110
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32.46 |
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| 202501 |
2,297,665 |
2,297,665 |
-16.33 |
20.87
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20.87
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7,858,798
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35.72 |
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| 202412 |
2,746,030 |
28,947,367 |
-2.45 |
42.35
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31.32
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8.18
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8,308,122
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42.4 |
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| 202411 |
2,815,103 |
25,214,017 |
2.48
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43.62
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28.84
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創近一年新高 |
8,191,162
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43.14 |
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| 202410 |
2,746,989 |
22,398,914 |
4.49
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41.22
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27.19
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創近一年新高 |
7,842,747
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43.43 |
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| 202409 |
2,629,070 |
20,239,683 |
6.58
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44.69
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27.48
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5.94
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創近一年新高 |
7,660,945
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46.59 |
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| 202408 |
2,466,688 |
17,022,855 |
-3.84 |
44.60
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22.92
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7,450,490
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46.82 |
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| 202407 |
2,565,187 |
14,556,166 |
6.06
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50.60
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19.88
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創近一年新高 |
7,168,520
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39.54 |
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| 202406 |
2,418,615 |
12,348,364 |
10.71
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45.21
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15.94
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4.29
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創近一年新高 |
6,542,056
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27.8 |
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| 202405 |
2,184,718 |
9,572,364 |
12.69
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23.55
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9.10
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創近一年新高 |
6,079,518
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15.18 |
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| 202404 |
1,938,723 |
7,387,646 |
-0.89 |
15.04
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5.46
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5,486,635
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7.51 |
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| 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 |
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| 9200 |
凱基 |
49 |
51 |
2 |
9300 |
華南永昌 |
-8 |
0 |
8 |
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| 8440 |
摩根大通 |
18 |
18 |
0 |
1590 |
花旗環球 |
-6 |
0 |
6 |
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| 1560 |
港商野村 |
13 |
13 |
0 |
8880 |
國泰 |
-5 |
1 |
6 |
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| 9800 |
元大 |
7 |
11 |
4 |
6460 |
大昌 |
-4 |
1 |
5 |
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| 1440 |
美林 |
5 |
5 |
0 |
1650 |
新加坡商瑞銀 |
-4 |
2 |
6 |
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| 6210 |
新百王 |
5 |
5 |
0 |
6010 |
奔亞證券 |
-4 |
1 |
5 |
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| 9100 |
群益金鼎 |
4 |
7 |
3 |
7000 |
兆豐 |
-4 |
0 |
4 |
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| 1470 |
台灣摩根士丹利 |
3 |
3 |
0 |
9600 |
富邦 |
-3 |
9 |
12 |
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| 5850 |
統一 |
2 |
2 |
0 |
6950 |
福勝 |
-2 |
0 |
2 |
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| 5380 |
第一金 |
1 |
1 |
0 |
9A00 |
永豐金 |
-2 |
1 |
3 |
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| 20250408 |
和康生3月營收年增81% 中菲行年增30% |
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| 20250312 |
中菲行2024年EPS 6.78元 泰銘6.29元 |
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| 20250312 |
中菲行財報／每股盈餘6.78元 每股將分配現金股利5.2元、殖利率達6.3% |
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| 20250306 |
中菲行營收／2月21.38億元 年增率34.3% |
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| 20250204 |
重建題材、川普關稅政策及紅海問題 牽動全球航運運價走勢 |
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| 個股TOP15買賣超券商籌碼統計(20日) |
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| 1日籌碼集中度 |
-2.8 |
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10日籌碼集中度 |
-9.6 |
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單日買賣超 |
-4 |
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| 5日籌碼集中度 |
-14.1 |
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20日籌碼集中度 |
-4.1 |
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累計買賣超 |
-252 |
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| 個股借券統計(20日) |
千張大戶統計(20週) |
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| 單日借賣張數 |
888 |
借券餘額 |
1143 |
千張大戶戶數 |
29 |
大戶比例 |
45.49 |
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更新日期： |
2025/5/2 17:58 |
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