2838 |
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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2838 聯邦銀 |
實收資本額 |
42501 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1998/06/29 |
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發 言
人 |
楊巨昌 |
電 話 |
(02)2718-0001 |
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地 址 |
台北市松山區民生東路三段109號1、2樓 |
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產 業
別 |
金融-銀行 |
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主要產品 |
透過損益按公允價值衡量之金融資產及負債損益100.83%、利息淨收益41.21%、手續費淨收益19.48%、租賃收入9.74%、透過其他綜合損益按公允價值衡量金融資產之已實現損益4.35%(收受存款、辦理放款、票據貼現、匯兌、承兌、保證、開發信用狀業、務、買賣短期票券、投資、外匯業務、信託業務、財富管理及其他代、理業務等、) |
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2025/8/1 股價 |
16.75 |
法人買賣超合計(近一日) |
買超 169.559 張 |
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2025/8/1
漲跌 |
0.10
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法人買賣超合計(近一週) |
賣超 -1301.01 張 |
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2025/8/1
漲跌幅 |
0.60
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法人買賣超合計(近一月) |
賣超 -2567.06 張 |
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券 資 比 |
0.29
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自營連5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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2024/06/14 |
0.10 |
0.50 |
2023/07/26 |
2023/07/26 |
0.60% |
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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 |
2025/06/13 |
0.35 |
0.70 |
2025/07/23 |
2025/07/23 |
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6.27% |
0.04% |
2.09% |
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2023 |
2024/06/14 |
0.20 |
0.70 |
2024/07/26 |
2024/07/26 |
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5.37% |
0.04% |
1.19% |
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2022 |
2023/06/09 |
0.10 |
0.50 |
2023/07/26 |
2023/07/26 |
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3.58% |
0.03% |
0.6% |
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2021 |
2022/05/27 |
0.15 |
0.89 |
2022/07/06 |
2022/07/06 |
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6.18% |
0.05% |
0.9% |
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機構估稅後EPS |
1.03 |
K(9) |
39.8 |
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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) |
19.00 |
D(9) |
44.99 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.26 |
周K(9) |
80.16 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
0.88 |
周D(9) |
81.97 |
綜合評分: |
0 |
建議: |
不列入追踪 |
目標價: |
0 |
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月線乖離率 |
0.11 |
季線乖離率 |
3.67 |
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2025/7/4 |
2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
20*PE |
20.68 |
3*PB |
53.46 |
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股價 |
17.85 |
18.40 |
18.30 |
16.90 |
16.75 |
15*PE |
15.51 |
2*PB |
35.64 |
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成交量(千股) |
8,553 |
12,447 |
13,561 |
28,455 |
8,005 |
10*PE |
10.34 |
1*PB |
17.82 |
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資餘 |
1,029 |
1,357 |
1,881 |
1,631 |
1,704 |
5*PE |
5.17 |
0.5*PB |
8.91 |
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券餘 |
3 |
3 |
0 |
10 |
5 |
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季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
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營業收入淨額(千) |
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8,301,979
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8,032,788
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8,734,525
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8,471,423
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8,508,619
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7,521,043
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7,567,591
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營業成本(千) |
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3,761,795
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3,972,877
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3,889,333
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3,570,160
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3,595,200
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3,300,407
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3,222,625
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營業毛利(千) |
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4,540,184
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4,059,911
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4,845,192
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4,901,263
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4,913,419
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4,220,636
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4,344,966
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營業費用(千) |
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3,054,859
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2,894,118
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3,049,270
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3,174,488
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3,434,805
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3,362,831
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2,914,770
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營業利益(千) |
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1,411,876
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1,134,927
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1,593,606
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1,623,427
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1,409,250
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868,945
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1,391,674
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營業外收入及支出(千) |
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稅前純益(千) |
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1,485,325
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1,165,793
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1,795,922
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1,726,775
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1,478,614
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857,805
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1,430,196
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所得稅(千) |
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301,926
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254,780
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270,279
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275,501
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144,031
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200,275
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267,333
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稅後純益(千) |
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1,183,399
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911,013
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1,525,643
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1,451,274
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1,334,583
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657,530
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1,162,863
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其他綜合損益(千) |
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2,293,210
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1,126,169
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1,127,832
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336,874
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2,153,857
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1,975,008
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-32,837 |
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綜合損益(千) |
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3,476,609
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2,037,182
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2,653,475
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1,788,148
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3,488,440
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2,632,538
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1,130,026
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原始每股稅前盈餘(元) |
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0.35
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0.27
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0.42
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0.43
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0.37
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0.22
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0.36
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原始每股稅後盈餘(元) |
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0.28
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0.22
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0.36
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0.36
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0.34
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0.17
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0.29
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毛利率(%) |
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54.69
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50.54
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55.47
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57.86
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57.75
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56.12
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57.42
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營業利益率(%) |
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17.01
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14.13
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18.24
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19.16
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16.56
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11.55
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18.39
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稅後純益率(%) |
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14.25
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11.34
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17.47
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17.13
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15.69
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8.74
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15.37
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稅後權益報酬率(%) |
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1.46
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1.16
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2.01
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1.95
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1.84
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0.95
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1.73
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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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202507 |
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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202506 |
1,916,812 |
9,483,891 |
31.47
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14.94
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-4.56 |
0.72
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創近一年新高 |
4,848,377
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1.52 |
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202505 |
1,458,006 |
7,567,079 |
-1.06 |
-13.83 |
-8.49 |
0.53
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4,263,811
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-18.51 |
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202504 |
1,473,559 |
6,109,073 |
10.61
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4.05
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-7.12 |
0.43
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4,618,665
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-8.05 |
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202503 |
1,332,246 |
4,635,514 |
-26.51 |
-37.28 |
-10.18 |
0.33
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4,635,514
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-10.18 |
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202502 |
1,812,860 |
3,303,268 |
21.64
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22.26
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8.76
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0.24
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4,800,566
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7.53 |
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202501 |
1,490,408 |
1,490,408 |
-0.46 |
-4.11 |
-4.11 |
0.06
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4,538,752
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-0.63 |
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202412 |
1,497,298 |
19,362,911 |
-3.47 |
4.90
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10.02
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1.45
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4,318,081
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0.46 |
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202411 |
1,551,046 |
17,865,613 |
22.15
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-2.18 |
10.48
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1.37
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4,402,391
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8.57 |
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202410 |
1,269,737 |
16,314,567 |
-19.72 |
-1.21 |
11.85
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1.25
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創近一年新低 |
4,639,967
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19.47 |
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202409 |
1,581,608 |
15,044,830 |
-11.57 |
33.58
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13.11
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1.18
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5,107,804
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19.04 |
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202408 |
1,788,622 |
13,463,222 |
2.94
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26.46
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11.11
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1.04
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5,193,851
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8.8 |
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202407 |
1,737,574 |
11,674,600 |
4.19
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2.67
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9.08
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0.88
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5,097,254
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2.54 |
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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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1560 |
港商野村 |
209 |
255 |
46 |
8440 |
摩根大通 |
-209 |
13 |
222 |
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1480 |
美商高盛 |
124 |
224 |
100 |
9800 |
元大 |
-128 |
137 |
265 |
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9200 |
凱基 |
42 |
131 |
89 |
1440 |
美林 |
-70 |
2 |
72 |
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8840 |
玉山 |
39 |
55 |
16 |
9A00 |
永豐金 |
-69 |
14 |
83 |
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7000 |
兆豐 |
31 |
40 |
9 |
9100 |
群益金鼎 |
-34 |
35 |
69 |
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8880 |
國泰 |
21 |
33 |
12 |
7030 |
致和 |
-20 |
0 |
20 |
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5850 |
統一 |
12 |
12 |
0 |
5920 |
元富 |
-18 |
2 |
20 |
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8150 |
台新 |
11 |
11 |
0 |
9600 |
富邦 |
-12 |
133 |
145 |
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6460 |
大昌 |
10 |
10 |
0 |
1590 |
花旗環球 |
-11 |
0 |
11 |
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1040 |
臺銀證券 |
8 |
39 |
31 |
5320 |
高橋 |
-10 |
0 |
10 |
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20250613 |
聯邦銀股東會/證券部切割獨立預定11月上路 |
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20250205 |
聯邦銀1月 EPS 0.06元 |
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20241112 |
LINE Pay衝線下、海外支付 預計12月轉上市 |
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20241022 |
證交所董事會通過連加網路 LINE Pay 申請上市案 |
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20240816 |
富邦金好強!盤中大漲逾3% 一度衝上92元 |
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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 |
0.9 |
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10日籌碼集中度 |
-8.1 |
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單日買賣超 |
13 |
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5日籌碼集中度 |
-8.1 |
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20日籌碼集中度 |
-2.3 |
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累計買賣超 |
-3886 |
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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 |
6707 |
借券餘額 |
16166 |
千張大戶戶數 |
119 |
大戶比例 |
88.82 |
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更新日期: |
2025/8/1 19:45 |
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