| 2887 |
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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| 2887 台新新光金 |
實收資本額 |
293575 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2002/02/18 |
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| 發 言
人 |
林維俊 |
電 話 |
02-23268888 |
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| 地 址 |
台北市大安區仁愛路4段118號12、13、15、16、21、22及23樓 |
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| 產 業
別 |
金融-金控 |
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| 主要產品 |
金融控股公司業 |
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| 2026/6/2 股價 |
26.10 |
法人買賣超合計(近一日) |
買超 74585.941 張 |
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| 2026/6/2
漲跌 |
1.50 |
法人買賣超合計(近一週) |
買超
104172.73 張 |
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| 2026/6/2
漲跌幅 |
6.10 |
法人買賣超合計(近一月) |
買超
45699.64 張 |
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| 券 資 比 |
2.25 |
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投信連9買 |
自營連3賣 |
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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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| 2025 |
2026/06/12 |
1.00 |
0.10 |
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4.21% |
0% |
3.83% |
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| 2024 |
2025/06/23 |
0.90 |
0.00 |
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2025/08/12 |
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3.45% |
0% |
3.45% |
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| 2023 |
2024/06/14 |
0.60 |
0.40 |
2024/08/06 |
2024/08/06 |
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3.83% |
0.02% |
2.3% |
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| 2022 |
2023/06/16 |
0.51 |
0.42 |
2023/07/26 |
2023/07/26 |
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3.56% |
0.02% |
1.95% |
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| 機構估稅後EPS |
2.18 |
K(9) |
65.52 |
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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) |
22.80 |
D(9) |
47.99 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
11.97 |
周K(9) |
57.09 |
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0 |
0 |
0 |
0 |
0 |
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| 股價淨值比 |
1.14 |
周D(9) |
47.68 |
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 |
10.1 |
季線乖離率 |
8.46 |
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2026/5/8 |
2026/5/15 |
2026/5/22 |
2026/5/29 |
2026/6/2 |
20*PE |
43.50 |
3*PB |
55.14 |
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| 股價 |
23.80 |
23.80 |
23.80 |
23.35 |
26.10 |
15*PE |
32.63 |
2*PB |
36.76 |
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| 成交量(千股) |
513,868 |
593,652 |
469,244 |
873,645 |
439,718 |
10*PE |
21.75 |
1*PB |
18.38 |
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| 資餘 |
48,612 |
49,181 |
47,582 |
50,639 |
48,511 |
5*PE |
10.88 |
0.5*PB |
9.19 |
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| 券餘 |
9 |
929 |
1,016 |
1,015 |
1,090 |
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| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
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| 營業收入淨額(千) |
65,420,030
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78,124,632
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61,555,079
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32,141,179
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24,901,856
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33,517,608
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36,845,882
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34,646,155
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| 營業成本(千) |
19,149,845
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41,546,644
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31,699,831
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15,870,849
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13,167,677
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19,759,870
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20,073,413
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19,207,649
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| 營業毛利(千) |
46,270,185
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36,577,988
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29,855,248
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16,270,330
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11,734,179
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13,757,738
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16,772,469
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15,438,506
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| 營業費用(千) |
17,909,768
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21,089,560
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16,668,438
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9,430,601
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9,169,759
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9,855,926
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9,472,826
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9,049,051
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| 營業利益(千) |
28,360,417
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15,488,428
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13,186,810
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6,839,729
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2,564,420
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3,901,812
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7,299,643
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6,389,455
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| 營業外收入及支出(千) |
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| 稅前純益(千) |
25,588,754
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15,488,428
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13,186,810
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6,839,729
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2,439,097
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3,901,812
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7,299,643
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6,389,455
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| 所得稅(千) |
4,532,177
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760,867
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775,982
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1,349,808
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497,880
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497,000
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1,216,162
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824,597
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| 稅後純益(千) |
21,056,577
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14,727,561
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12,410,828
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5,489,921
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1,941,217
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3,404,812
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6,083,481
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5,564,858
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| 其他綜合損益(千) |
36,934,756
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1,742,788
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24,957,776
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1,540,701
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120,596
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-304,927 |
-332,998 |
2,419,383
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| 綜合損益(千) |
57,991,333
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16,470,349
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37,368,604
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7,030,622
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2,061,813
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3,099,885
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5,750,483
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7,984,241
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| 原始每股稅前盈餘(元) |
0.97 |
0.59 |
0.50 |
0.49 |
0.17 |
0.28 |
0.52 |
0.47 |
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| 原始每股稅後盈餘(元) |
0.80 |
0.56 |
0.47 |
0.39 |
0.14 |
0.24 |
0.43 |
0.41 |
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| 毛利率(%) |
70.73
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46.82
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48.50
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50.62
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47.12
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41.05
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45.52
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44.56
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| 營業利益率(%) |
43.35
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19.83
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21.42
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21.28
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10.30
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11.64
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19.81
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18.44
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| 稅後純益率(%) |
32.19
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18.85
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20.16
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17.08
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7.80 |
10.16
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16.51
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16.06
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| 稅後權益報酬率(%) |
3.78 |
2.99 |
3.63 |
2.48 |
0.76 |
1.50 |
2.73 |
2.52 |
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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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| 202605 |
0 |
0 |
0.00 |
0.00 |
0.00 |
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0 |
0 |
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| 202604 |
17,221,187 |
65,216,294 |
33.11 |
16.09 |
137.67
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1.32 |
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46,442,844
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115.39 |
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| 202603 |
12,937,979 |
47,995,107 |
-20.55 |
1118.75
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280.75
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0.97 |
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47,995,107
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280.75 |
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| 202602 |
16,283,678 |
35,057,128 |
-13.26 |
187.37
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203.69
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0.70 |
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57,323,589
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213.22 |
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| 202601 |
18,773,450 |
18,773,450 |
-15.69 |
219.42
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219.42
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0.42 |
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61,568,749
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211.22 |
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| 202512 |
22,266,461 |
150,862,916 |
8.46 |
229.51
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73.86 |
1.57 |
創歷史新高 |
60,459,865
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195.21 |
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| 202511 |
20,528,838 |
128,596,455 |
16.21 |
187.19
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60.72 |
1.43 |
創歷史新高 |
57,862,638
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177.74 |
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| 202510 |
17,664,566 |
108,067,617 |
-10.19 |
168.66
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48.31 |
1.24 |
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53,041,110
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135.63 |
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| 202509 |
19,669,234 |
90,403,050 |
25.22 |
176.62
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36.37 |
0.98 |
創歷史新高 |
45,448,778
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93.56 |
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| 202508 |
15,707,310 |
70,733,816 |
55.95 |
77.99 |
19.52 |
0.82 |
創歷史新高 |
31,723,343
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30.18 |
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| 202507 |
10,072,234 |
55,026,506 |
69.46 |
33.49 |
9.28 |
0.63 |
創歷史新高 |
22,828,725
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2.42 |
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| 202506 |
5,943,799 |
44,954,272 |
-12.75 |
-25.70 |
5.01 |
0.48 |
創近一年新低 |
20,089,214
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-6.1 |
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| 202505 |
6,812,692 |
39,010,473 |
-7.09 |
1.01 |
12.07 |
0.31 |
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21,857,738
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10.31 |
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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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| 9100 |
群益金鼎 |
52305 |
57293 |
4988 |
1480 |
美商高盛 |
-23684 |
3614 |
27298 |
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| 9200 |
凱基 |
20445 |
39372 |
18927 |
8440 |
摩根大通 |
-20129 |
4838 |
24967 |
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| 8450 |
康和 |
14134 |
14694 |
560 |
9A00 |
永豐金 |
-13428 |
2249 |
15677 |
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| 6160 |
中國信託 |
13814 |
14812 |
998 |
9300 |
華南永昌 |
-12330 |
3238 |
15568 |
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| 7000 |
兆豐 |
13135 |
15362 |
2227 |
1650 |
新加坡商瑞銀 |
-10857 |
18688 |
29545 |
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| 8840 |
玉山 |
12790 |
15286 |
2496 |
9800 |
元大 |
-10195 |
15235 |
25430 |
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| 1590 |
花旗環球 |
8643 |
9034 |
391 |
9B00 |
台新 |
-9247 |
3862 |
13109 |
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| 8900 |
法銀巴黎 |
1131 |
1666 |
535 |
1440 |
美林 |
-6454 |
2269 |
8723 |
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| 1230 |
彰銀 |
172 |
606 |
434 |
1470 |
台灣摩根士丹利 |
-3533 |
13740 |
17273 |
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| 5460 |
寶盛 |
12 |
12 |
0 |
8880 |
國泰 |
-2597 |
1874 |
4471 |
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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 |
18.8 |
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10日籌碼集中度 |
6.1 |
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單日買賣超 |
47829 |
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| 5日籌碼集中度 |
8 |
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20日籌碼集中度 |
3.6 |
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累計買賣超 |
69299 |
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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 |
278123 |
借券餘額 |
462217 |
千張大戶戶數 |
1308 |
大戶比例 |
68.52 |
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更新日期: |
2026/6/2 19:18 |
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