2892 |
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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2892 第一金 |
實收資本額 |
140287 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/01/02 |
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發 言
人 |
李淑玲 |
電 話 |
23111111 |
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地 址 |
台北市重慶南路一段30號 |
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產 業
別 |
金融-金控 |
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主要產品 |
利息淨收益37.53%、透過其他綜合損益按公允價值衡量之金融資產已實現淨收益19.94%、透過損益按公允價值衡量之金融資產及負債淨收益15.62%、手續費及佣金淨收益15.08%、兌換淨收益10.1%(金融控股公司業) |
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2025/9/3 股價 |
28.95 |
法人買賣超合計(近一日) |
買超 2352.582 張 |
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2025/9/3
漲跌 |
0.20
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法人買賣超合計(近一週) |
買超
1309.26 張 |
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2025/9/3
漲跌幅 |
0.70
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法人買賣超合計(近一月) |
賣超 -649.7 張 |
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券 資 比 |
0.06
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外資連3買 |
投信連3賣 |
自營連3賣 |
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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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2024/06/21 |
0.80 |
0.30 |
2023/08/11 |
2023/08/11 |
2.76% |
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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 |
2024/06/21 |
0.85 |
0.30 |
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3.97% |
0.01% |
2.94% |
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2022 |
2023/06/16 |
0.80 |
0.30 |
2023/08/11 |
2023/08/11 |
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3.8% |
0.01% |
2.76% |
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2021 |
2022/06/17 |
1.00 |
0.20 |
2022/08/04 |
2022/08/04 |
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4.15% |
0.01% |
3.45% |
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2020 |
2021/07/20 |
0.90 |
0.10 |
2021/08/26 |
2021/08/26 |
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3.45% |
0% |
3.11% |
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機構估稅後EPS |
1.79 |
K(9) |
47.04 |
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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) |
18.73 |
D(9) |
34.83 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.17 |
周K(9) |
73.63 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.55 |
周D(9) |
80.12 |
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 |
0.92 |
季線乖離率 |
3.25 |
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2024/5/24 |
2024/5/31 |
2024/6/7 |
2024/6/14 |
2024/6/21 |
20*PE |
34.15 |
3*PB |
57.14 |
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股價 |
28.20 |
27.50 |
27.80 |
27.95 |
28.00 |
15*PE |
25.61 |
2*PB |
38.10 |
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成交量(千股) |
209,754 |
157,036 |
68,595 |
46,040 |
68,984 |
10*PE |
17.07 |
1*PB |
19.05 |
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資餘 |
6,784 |
7,384 |
7,086 |
6,996 |
6,676 |
5*PE |
8.54 |
0.5*PB |
9.52 |
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券餘 |
28 |
20 |
20 |
27 |
27 |
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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) |
38,784,705
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39,683,229
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38,633,402
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42,052,948
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38,735,082
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38,891,874
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35,048,709
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35,263,343
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營業成本(千) |
21,762,206
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22,579,944
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24,294,563
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25,438,626
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22,046,594
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22,790,991
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22,571,968
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20,011,795
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營業毛利(千) |
17,022,499
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17,103,285
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14,338,839
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16,614,322
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16,688,488
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16,100,883
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12,476,741
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15,251,548
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營業費用(千) |
8,454,747
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8,216,899
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8,462,387
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8,084,810
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8,282,739
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7,674,887
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8,039,464
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7,708,430
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營業利益(千) |
8,567,752
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8,886,386
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5,876,452
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8,529,512
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8,405,749
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8,425,996
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4,437,277
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7,543,118
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營業外收入及支出(千) |
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稅前純益(千) |
8,567,752
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8,886,386
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5,876,452
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8,529,512
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8,405,749
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8,425,996
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4,437,277
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7,543,118
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所得稅(千) |
1,827,391
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1,680,615
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1,325,163
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1,450,163
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1,691,890
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1,411,043
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1,002,933
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1,674,923
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稅後純益(千) |
6,740,361
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7,205,771
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4,551,289
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7,079,349
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6,713,859
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7,014,953
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3,434,344
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5,868,195
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其他綜合損益(千) |
-7,061,177 |
1,523,921
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-1,825,382 |
3,744,332
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-155,867 |
3,896,071
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3,000,963
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683,064
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綜合損益(千) |
-320,816 |
8,729,692
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2,725,907
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10,823,681
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6,557,992
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10,911,024
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6,435,307
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6,551,259
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原始每股稅前盈餘(元) |
0.61
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0.63
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0.42
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0.61
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0.62
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0.62
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0.33
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0.55
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原始每股稅後盈餘(元) |
0.48
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0.51
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0.32
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0.50
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0.49
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0.52
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0.25
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0.43
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毛利率(%) |
43.89
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43.10
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37.12
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39.51
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43.08
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41.40
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35.60
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43.25
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營業利益率(%) |
22.09
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22.39
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15.21
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20.28
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21.70
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21.67
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12.66
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21.39
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稅後純益率(%) |
17.38
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18.16
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11.78
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16.83
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17.33
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18.04
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9.80
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16.64
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稅後權益報酬率(%) |
2.50
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2.65
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1.71
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2.73
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2.61
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2.76
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1.40
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2.46
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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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202508 |
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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202507 |
7,536,385 |
44,103,458 |
9.32
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10.36
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2.87
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1.45
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創歷史新高 |
20,185,885
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8.36 |
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202506 |
6,893,696 |
36,567,073 |
19.77
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12.59
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1.45
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1.21
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18,299,124
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5.64 |
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202505 |
5,755,804 |
29,673,377 |
1.88
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1.39
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-0.82 |
0.98
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17,200,760
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-2.75 |
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202504 |
5,649,624 |
23,917,573 |
-2.51 |
2.30
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-1.34 |
0.81
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17,801,221
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1.15 |
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202503 |
5,795,332 |
18,267,949 |
-8.82 |
-10.67 |
-2.42 |
0.62
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18,267,949
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-2.42 |
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202502 |
6,356,265 |
12,472,617 |
3.92
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13.74
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1.96
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0.43
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18,533,046
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6.53 |
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202501 |
6,116,352 |
6,116,352 |
0.92
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-7.95 |
-7.95 |
0.22
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17,549,132
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0.79 |
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202412 |
6,060,429 |
72,094,534 |
12.81
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17.38
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7.23
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2.23
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16,731,995
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7.86 |
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202411 |
5,372,351 |
66,034,105 |
1.38
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-4.14 |
6.39
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2.11
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16,250,444
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7.93 |
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202410 |
5,299,215 |
60,661,753 |
-5.01 |
11.68
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7.44
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1.97
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17,790,421
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19.13 |
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202409 |
5,578,878 |
55,362,538 |
-19.29 |
18.51
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7.05
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1.81
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19,319,855
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16.57 |
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202408 |
6,912,328 |
49,783,661 |
1.23
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26.11
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5.90
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1.65
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創近一年新高 |
19,863,716
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8.98 |
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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 |
1268 |
1409 |
141 |
8150 |
台新 |
-653 |
24 |
677 |
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8440 |
摩根大通 |
712 |
757 |
45 |
5920 |
元富 |
-471 |
43 |
514 |
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9200 |
凱基 |
574 |
1716 |
1142 |
1230 |
彰銀 |
-413 |
0 |
413 |
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1650 |
新加坡商瑞銀 |
534 |
832 |
298 |
7000 |
兆豐 |
-331 |
43 |
374 |
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1360 |
港商麥格理 |
479 |
479 |
0 |
8840 |
玉山 |
-293 |
19 |
312 |
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9300 |
華南永昌 |
268 |
400 |
132 |
9600 |
富邦 |
-270 |
96 |
366 |
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1110 |
台灣企銀 |
216 |
223 |
7 |
5380 |
第一金 |
-250 |
61 |
311 |
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1560 |
港商野村 |
104 |
150 |
46 |
1470 |
台灣摩根士丹利 |
-224 |
378 |
602 |
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7790 |
國票 |
67 |
106 |
39 |
9A00 |
永豐金 |
-180 |
144 |
324 |
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8890 |
大和國泰 |
51 |
51 |
0 |
6160 |
中國信託 |
-151 |
8 |
159 |
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20240621 |
落實永續發展 第一金證三度獲永續投資獎 |
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20240508 |
威剛聯貸案 獲超額認購 |
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20240419 |
48萬股東注意!台新金股東會紀念品出爐 |
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20240302 |
3月2日 五件財經大事搶先看 |
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20240214 |
金龍年存股 法人點名6檔金控股 這檔股息殖利率最高 |
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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 |
24 |
優 |
10日籌碼集中度 |
-4 |
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單日買賣超 |
2123 |
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5日籌碼集中度 |
5.6 |
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20日籌碼集中度 |
-10.3 |
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累計買賣超 |
-41089 |
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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 |
4516 |
借券餘額 |
136247 |
千張大戶戶數 |
668 |
大戶比例 |
66.07 |
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更新日期: |
2025/9/4 09:06 |
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