| 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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| 2024/9/16 股價 |
86.40 |
法人買賣超合計(近一日) |
買超 16 張 |
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| 2024/9/16
漲跌 |
0.50
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法人買賣超合計(近一週) |
賣超 -14.25 張 |
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| 2024/9/16
漲跌幅 |
0.58
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法人買賣超合計(近一月) |
賣超 -112.81 張 |
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| 券 資 比 |
0.00
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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 |
12.40% |
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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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| 2023 |
2024/06/06 |
6.00 |
0.00 |
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2024/06/06 |
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6.94% |
0% |
6.94% |
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| 2022 |
2023/06/06 |
10.71 |
0.50 |
2023/07/03 |
2023/07/03 |
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12.98% |
0.01% |
12.4% |
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| 2021 |
2022/06/08 |
10.20 |
0.00 |
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2022/06/16 |
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11.81% |
0% |
11.81% |
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| 2020 |
2021/07/08 |
5.20 |
0.80 |
2021/08/27 |
2021/06/15 |
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6.94% |
0.01% |
6.02% |
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| 機構估稅後EPS |
6.79 |
K(9) |
50.65 |
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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) |
42.48 |
D(9) |
39.48 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.72 |
周K(9) |
42.91 |
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1.6 |
0.8 |
1.6 |
2 |
0.5 |
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| 股價淨值比 |
2.03 |
周D(9) |
42.2 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
99.36 |
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| 月線乖離率 |
-1.03 |
季線乖離率 |
-3.16 |
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2024/8/23 |
2024/8/30 |
2024/9/6 |
2024/9/13 |
2024/9/16 |
20*PE |
136.06 |
3*PB |
125.22 |
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| 股價 |
88.60 |
88.40 |
87.10 |
85.90 |
86.40 |
15*PE |
102.05 |
2*PB |
83.48 |
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| 成交量(千股) |
436 |
451 |
808 |
555 |
56 |
10*PE |
68.03 |
1*PB |
41.74 |
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| 資餘 |
347 |
345 |
342 |
348 |
347 |
5*PE |
34.02 |
0.5*PB |
20.87 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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| 季IFRS財報(損益單季) |
202402 |
202401 |
202304 |
202303 |
202302 |
202301 |
202204 |
202203 |
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| 營業收入淨額(千) |
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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5,416,155
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7,868,966
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10,368,976
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| 營業成本(千) |
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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4,495,463
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6,511,690
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8,993,577
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| 營業毛利(千) |
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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920,692
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1,357,276
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1,375,399
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| 營業費用(千) |
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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647,303
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970,403
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932,219
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| 營業利益(千) |
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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273,389
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386,873
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443,180
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| 營業外收入及支出(千) |
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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37,360
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-76,404 |
167,074
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| 稅前純益(千) |
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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310,749
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310,469
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610,254
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| 所得稅(千) |
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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50,940
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-28,497 |
67,002
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| 稅後純益(千) |
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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259,809
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338,966
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543,252
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| 其他綜合損益(千) |
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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-76,963 |
-217,699 |
505,824
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| 綜合損益(千) |
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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182,846
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121,267
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1,049,076
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| 原始每股稅前盈餘(元) |
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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2.34
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2.33
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4.48
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| 原始每股稅後盈餘(元) |
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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2.00
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2.68
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4.10
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| 毛利率(%) |
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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17.00
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17.25
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13.26
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| 營業利益率(%) |
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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5.05
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4.92
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4.27
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| 稅後純益率(%) |
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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4.80
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4.31
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5.24
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| 稅後權益報酬率(%) |
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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4.74
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5.50
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9.55
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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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| 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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| 202403 |
1,956,077 |
5,631,568 |
22.88
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7.18
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3.98
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1.93
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5,631,568
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3.98 |
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| 202402 |
1,591,835 |
3,492,846 |
-16.26 |
-0.10 |
-0.06 |
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創近一年新低 |
5,421,979
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-6.31 |
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| 202401 |
1,901,011 |
1,901,011 |
-1.46 |
-0.04 |
-0.04 |
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5,790,279
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-13.79 |
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| 202312 |
1,929,133 |
22,042,684 |
-1.58 |
-15.83 |
-46.47 |
8.80
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5,834,479
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-24.22 |
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| 202311 |
1,960,135 |
19,570,714 |
0.77
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-22.30 |
-49.19 |
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5,722,364
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-32.56 |
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| 202310 |
1,945,211 |
17,610,579 |
7.06
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-32.56 |
-51.08 |
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5,468,046
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-41.8 |
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| 202309 |
1,817,018 |
15,876,510 |
6.52
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-40.96 |
-52.33 |
7.13
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5,226,149
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-48.23 |
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| 202308 |
1,705,817 |
13,848,350 |
0.15
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-50.30 |
-53.89 |
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5,074,743
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-52.58 |
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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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| 9A00 |
永豐金 |
9 |
12 |
3 |
7000 |
兆豐 |
-5 |
1 |
6 |
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| 1470 |
台灣摩根士丹利 |
6 |
6 |
0 |
1480 |
美商高盛 |
-3 |
0 |
3 |
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| 1650 |
新加坡商瑞銀 |
3 |
6 |
3 |
1480 |
美商高盛 |
-3 |
0 |
3 |
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| 1560 |
港商野村 |
2 |
2 |
0 |
9800 |
元大 |
-3 |
10 |
13 |
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| 5920 |
元富 |
1 |
1 |
0 |
8150 |
台新 |
-2 |
3 |
5 |
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| 6380 |
光和 |
1 |
1 |
0 |
1020 |
合庫 |
-2 |
0 |
2 |
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| 1040 |
臺銀證券 |
1 |
2 |
1 |
7790 |
國票 |
-1 |
0 |
1 |
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| 1440 |
美林 |
1 |
1 |
0 |
9200 |
凱基 |
-1 |
3 |
4 |
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| 8440 |
摩根大通 |
1 |
3 |
2 |
9300 |
華南永昌 |
-1 |
0 |
1 |
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| 8880 |
國泰 |
0 |
0 |
0 |
9600 |
富邦 |
-1 |
3 |
4 |
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| 20240909 |
士紙營收／8月0.14億元 年減3.9% |
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| 20240907 |
中菲行8月營收年增44% 貨運量躍升 |
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| 20240812 |
中菲行財報／上半年每股賺3.69元 稅後純益2.96億元 |
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| 20240811 |
傳產、生技業 說明營運前景 |
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| 20240805 |
捷迅營收／航空貨運旺！7月達5.03億元、年增率68.37% |
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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 |
5.4 |
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10日籌碼集中度 |
-14.4 |
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單日買賣超 |
3 |
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| 5日籌碼集中度 |
-11.6 |
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20日籌碼集中度 |
-9.8 |
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累計買賣超 |
-282 |
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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 |
939 |
借券餘額 |
1873 |
千張大戶戶數 |
29 |
大戶比例 |
45.85 |
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更新日期： |
2024/9/17 18:00 |
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