8454 |
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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8454 富邦媒 |
實收資本額 |
2524 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2014/12/19 |
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發 言
人 |
谷元宏 |
電 話 |
(02)2162-6688 |
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地 址 |
台北市內湖區洲子街96號4樓 |
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產 業
別 |
傳產-百貨 |
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主要產品 |
一般商品批發零售業、無店面零售業 |
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2025/5/2 股價 |
329.00 |
法人買賣超合計(近一日) |
買超 35.514 張 |
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2025/5/2
漲跌 |
6.00
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法人買賣超合計(近一週) |
買超
49.38 張 |
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2025/5/2
漲跌幅 |
1.86
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法人買賣超合計(近一月) |
買超
322.02 張 |
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券 資 比 |
1.49
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外資連8買 |
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自營連4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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2024/06/19 |
15.00 |
1.00 |
2023/08/15 |
2023/06/05 |
4.56% |
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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 |
2025/05/27 |
12.80 |
0.50 |
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4.04% |
0% |
3.89% |
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2023 |
2024/06/19 |
14.80 |
0.50 |
2024/08/19 |
2024/07/04 |
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4.65% |
0% |
4.5% |
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2022 |
2023/05/19 |
15.00 |
1.00 |
2023/08/15 |
2023/06/05 |
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4.86% |
0% |
4.56% |
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2021 |
2022/05/20 |
13.00 |
2.00 |
2022/06/30 |
2022/06/30 |
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4.56% |
0.01% |
3.95% |
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機構估稅後EPS |
14.82 |
K(9) |
75.19 |
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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) |
39.64 |
D(9) |
73.08 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
22.20 |
周K(9) |
35.31 |
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1.6 |
1.2 |
1.2 |
0.8 |
0.5 |
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股價淨值比 |
8.30 |
周D(9) |
40.75 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
367.76 |
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月線乖離率 |
1.61 |
季線乖離率 |
-6.64 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
296.40 |
3*PB |
118.92 |
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股價 |
355.50 |
325.50 |
321.50 |
326.50 |
329.00 |
15*PE |
222.30 |
2*PB |
79.28 |
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成交量(千股) |
1,006 |
3,243 |
1,375 |
1,088 |
748 |
10*PE |
148.20 |
1*PB |
39.64 |
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資餘 |
1,180 |
879 |
794 |
794 |
737 |
5*PE |
74.10 |
0.5*PB |
19.82 |
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券餘 |
2 |
10 |
9 |
9 |
11 |
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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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33,475,883
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25,552,937
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26,656,946
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26,877,869
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32,835,788
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25,074,675
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26,212,415
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營業成本(千) |
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30,202,421
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23,273,561
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24,229,709
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24,340,554
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29,778,702
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22,752,330
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23,604,749
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營業毛利(千) |
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3,273,462
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2,279,376
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2,427,237
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2,537,315
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3,057,086
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2,322,345
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2,607,666
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營業費用(千) |
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1,880,441
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1,490,633
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1,540,567
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1,449,979
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1,722,525
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1,440,083
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1,641,365
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營業利益(千) |
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1,438,642
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822,553
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924,206
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1,117,404
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1,378,864
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913,199
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1,000,528
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營業外收入及支出(千) |
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-67,974 |
11,747
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34,818
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19,971
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-25,890 |
22,924
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38,600
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稅前純益(千) |
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1,370,668
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834,300
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959,024
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1,137,375
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1,352,974
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936,123
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1,039,128
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所得稅(千) |
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259,966
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168,066
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190,966
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227,570
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205,247
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186,264
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196,580
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稅後純益(千) |
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1,110,702
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666,234
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768,058
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909,805
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1,147,727
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749,859
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842,548
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其他綜合損益(千) |
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-32,722 |
-67,587 |
-31,928 |
153,122
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16,792
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-29,516 |
-1,737 |
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綜合損益(千) |
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1,077,980
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598,647
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736,130
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1,062,927
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1,164,519
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720,343
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840,811
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原始每股稅前盈餘(元) |
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5.43
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3.31
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3.99
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4.73
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5.63
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3.89
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4.76
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原始每股稅後盈餘(元) |
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4.40
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2.64
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3.20
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3.78
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4.77
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3.12
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3.86
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毛利率(%) |
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9.78
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8.92
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9.11
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9.44
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9.31
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9.26
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9.95
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營業利益率(%) |
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4.30
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3.22
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3.47
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4.16
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4.20
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3.64
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3.82
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稅後純益率(%) |
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3.32
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2.61
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2.88
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3.38
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3.50
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2.99
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3.21
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稅後權益報酬率(%) |
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11.63
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7.64
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7.81
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8.49
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11.96
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8.66
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8.85
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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 |
8,956,105 |
26,405,156 |
7.90
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-0.75 |
-1.76 |
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26,405,156
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-1.76 |
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202502 |
8,300,701 |
17,449,051 |
-9.27 |
1.37
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-2.27 |
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27,196,384
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-1.42 |
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202501 |
9,148,350 |
9,148,350 |
-6.15 |
-5.35 |
-5.35 |
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34,468,223
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-0.26 |
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202412 |
9,747,333 |
112,563,635 |
-37.41 |
0.14
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3.04
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17.04
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33,475,883
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1.95 |
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202411 |
15,572,540 |
102,816,302 |
90.93
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2.73
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3.32
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創歷史新高 |
31,973,834
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2.81 |
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202410 |
8,156,010 |
87,243,762 |
-1.08 |
2.67
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3.43
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25,163,363
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2.46 |
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202409 |
8,245,284 |
79,087,752 |
-5.90 |
3.11
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3.51
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11.61
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25,552,937
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1.91 |
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202408 |
8,762,069 |
70,842,468 |
2.53
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1.66
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3.56
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26,867,083
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1.95 |
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202407 |
8,545,584 |
62,080,399 |
-10.61 |
1.03
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3.83
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27,082,659
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1.39 |
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202406 |
9,559,430 |
53,534,815 |
6.48
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3.06
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4.29
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8.31
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26,656,946
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1.7 |
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202405 |
8,977,645 |
43,975,385 |
10.56
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0.01
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4.56
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26,121,307
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2.82 |
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202404 |
8,119,871 |
34,997,740 |
-10.02 |
2.01
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5.80
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25,332,296
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4.13 |
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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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1440 |
美林 |
20 |
21 |
1 |
9800 |
元大 |
-12 |
8 |
20 |
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8960 |
香港上海匯豐 |
11 |
11 |
0 |
1650 |
新加坡商瑞銀 |
-10 |
6 |
16 |
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8150 |
台新 |
7 |
8 |
1 |
8560 |
新光 |
-4 |
0 |
4 |
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8440 |
摩根大通 |
6 |
7 |
1 |
9300 |
華南永昌 |
-4 |
0 |
4 |
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1470 |
台灣摩根士丹利 |
3 |
3 |
0 |
5260 |
美好 |
-3 |
0 |
3 |
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1590 |
花旗環球 |
3 |
3 |
0 |
5850 |
統一 |
-3 |
0 |
3 |
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1030 |
土銀 |
1 |
1 |
0 |
1480 |
美商高盛 |
-3 |
8 |
11 |
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9100 |
群益金鼎 |
1 |
3 |
2 |
5920 |
元富 |
-2 |
1 |
3 |
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9100 |
群益金鼎 |
1 |
3 |
2 |
9600 |
富邦 |
-2 |
7 |
9 |
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9200 |
凱基 |
1 |
6 |
5 |
9A00 |
永豐金 |
-2 |
0 |
2 |
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20250410 |
富邦媒3月業績月增7.9% 網家減4.2% |
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20250410 |
富邦媒營收/3月達89.6億元 4月啟動「momo聯播網」 |
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20250401 |
富邦媒獨董 邱淑貞入列 |
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20250326 |
富邦媒快速到貨 推向中南部 |
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20250324 |
富邦媒搶媽祖遶境商機 |
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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 |
22.6 |
優 |
10日籌碼集中度 |
4.8 |
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單日買賣超 |
26 |
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5日籌碼集中度 |
7.8 |
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20日籌碼集中度 |
8.7 |
優 |
累計買賣超 |
259 |
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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 |
2680 |
借券餘額 |
4087 |
千張大戶戶數 |
10 |
大戶比例 |
75.75 |
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更新日期: |
2025/5/2 22:41 |
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