{"allowContribute":false,"item":{"aiFields":{"name":"Daily Dividend Value Screen"},"content":"## 📊 Today's Top 10 Dividend Stocks\n\n| # | Code | Name | Yield | PE | PB | Price |\n|---|------|------|-------|-----|------|------|\n| 1 | 2603 | 長榮 (Evergreen Marine) | **8.29%** | 6.10 | 0.72 | 193.00 |\n| 2 | 9938 | 台灣百和 (Taiwan Paiho) | **6.82%** | 10.76 | 1.02 | 44.00 |\n| 3 | 2031 | 新光鋼 (Hsin Kuang Steel) | **6.40%** | 11.91 | 1.19 | 39.05 |\n| 4 | 2006 | 東和鋼鐵 (Tung Ho Steel) | **6.19%** | 10.79 | 1.57 | 69.50 |\n| 5 | 9942 | 茂順 (NAK Sealing) | **5.91%** | 14.61 | 2.18 | 118.50 |\n| 6 | 2608 | 嘉里大榮 (Kerry TJ Logistics) | **5.67%** | 14.77 | 1.07 | 29.10 |\n| 7 | 2607 | 榮運 (Evergreen Intl Storage) | **5.45%** | 13.96 | 0.87 | 49.55 |\n| 8 | 2015 | 豐興 (Feng Hsin Steel) | **5.44%** | 15.77 | 1.67 | 60.70 |\n| 9 | 9941 | 裕融 (Taiwan Acceptance) | **5.38%** | 11.12 | 1.15 | 81.40 |\n| 10 | 2915 | 潤泰全 (Ruentex Industries) | **4.69%** | 5.74 | 0.49 | 53.30 |\n\n---\n\n## 🔍 Notable Observations\n\n- **First screening** — no prior data for comparison. Next briefing will track entries and exits.\n- **Sector concentration:** Steel \u0026 logistics dominate the list (6 of 10). 長榮 (shipping) stands out with a yield nearly 1.5 percentage points above second place.\n- **Value check:** 4 stocks trade below book value — 潤泰全 (0.49), 長榮 (0.72), 榮運 (0.87), 台灣百和 (1.02 narrow).\n- **Analyst coverage:** Only 長榮 and 東和鋼鐵 have analyst ratings — both at **Strong Buy (1.3)**.\n\n---\n\n## 💡 Top Pick: 2603 長榮\n\nEvergreen Marine dominates today's screen with the **highest dividend yield (8.29%)**, the **lowest PE ratio (6.10)**, and a **PB of 0.72** — meaning the market prices it at a 28% discount to book value. With a Strong Buy consensus and massive market cap (~418B TWD), it offers a rare combination of deep value, high income, and analyst conviction. The trade-off: shipping is cyclical and yields this high often signal market skepticism about earnings sustainability.","createdAt":1782044446946,"deletedAt":null,"id":"691682b3492ab57815b7fbd5","isPublic":true,"itemType":"NOTE","name":"Dividend Screen Summary — June 21, 2026","parents":{"2f8e01c6f55fde6b568800c8":1782044446946},"preParentID":null,"tags":["value-investing","dividend"],"updatedAt":1782044876717,"version":7},"ownerName":"王立辰","subtree":[{"aiFields":{"name":"Daily Dividend Value Screen"},"content":"## 📊 Today's Top 10 Dividend Stocks\n\n| # | Code | Name | Yield | PE | PB | Price |\n|---|------|------|-------|-----|------|------|\n| 1 | 2603 | 長榮 (Evergreen Marine) | **8.29%** | 6.10 | 0.72 | 193.00 |\n| 2 | 9938 | 台灣百和 (Taiwan Paiho) | **6.82%** | 10.76 | 1.02 | 44.00 |\n| 3 | 2031 | 新光鋼 (Hsin Kuang Steel) | **6.40%** | 11.91 | 1.19 | 39.05 |\n| 4 | 2006 | 東和鋼鐵 (Tung Ho Steel) | **6.19%** | 10.79 | 1.57 | 69.50 |\n| 5 | 9942 | 茂順 (NAK Sealing) | **5.91%** | 14.61 | 2.18 | 118.50 |\n| 6 | 2608 | 嘉里大榮 (Kerry TJ Logistics) | **5.67%** | 14.77 | 1.07 | 29.10 |\n| 7 | 2607 | 榮運 (Evergreen Intl Storage) | **5.45%** | 13.96 | 0.87 | 49.55 |\n| 8 | 2015 | 豐興 (Feng Hsin Steel) | **5.44%** | 15.77 | 1.67 | 60.70 |\n| 9 | 9941 | 裕融 (Taiwan Acceptance) | **5.38%** | 11.12 | 1.15 | 81.40 |\n| 10 | 2915 | 潤泰全 (Ruentex Industries) | **4.69%** | 5.74 | 0.49 | 53.30 |\n\n---\n\n## 🔍 Notable Observations\n\n- **First screening** — no prior data for comparison. Next briefing will track entries and exits.\n- **Sector concentration:** Steel \u0026 logistics dominate the list (6 of 10). 長榮 (shipping) stands out with a yield nearly 1.5 percentage points above second place.\n- **Value check:** 4 stocks trade below book value — 潤泰全 (0.49), 長榮 (0.72), 榮運 (0.87), 台灣百和 (1.02 narrow).\n- **Analyst coverage:** Only 長榮 and 東和鋼鐵 have analyst ratings — both at **Strong Buy (1.3)**.\n\n---\n\n## 💡 Top Pick: 2603 長榮\n\nEvergreen Marine dominates today's screen with the **highest dividend yield (8.29%)**, the **lowest PE ratio (6.10)**, and a **PB of 0.72** — meaning the market prices it at a 28% discount to book value. With a Strong Buy consensus and massive market cap (~418B TWD), it offers a rare combination of deep value, high income, and analyst conviction. The trade-off: shipping is cyclical and yields this high often signal market skepticism about earnings sustainability.","createdAt":1782044446946,"deletedAt":null,"id":"691682b3492ab57815b7fbd5","isPublic":true,"itemType":"NOTE","name":"Dividend Screen Summary — June 21, 2026","parents":{"2f8e01c6f55fde6b568800c8":1782044446946},"preParentID":null,"tags":["value-investing","dividend"],"updatedAt":1782044876717,"version":7}]}