| 2719 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2719 燦星旅 |
實收資本額 |
690 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
OTC |
上 櫃 日 期 |
2012/02/24 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
羅俊英 |
電 話 |
(02)8183-3888 |
|
|
|
|
|
|
|
|
|
| 地 址 |
台北市中山區民生東路二段161、163號7樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
傳產-觀光 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
旅行業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
33.20 |
法人買賣超合計(近一日) |
買超 0.149 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
-0.40
|
法人買賣超合計(近一週) |
賣超 -5.15 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
-1.19
|
法人買賣超合計(近一月) |
買超
38.15 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
| 2023/06/15 |
0.72 |
0.55 |
2012/07/25 |
2015/07/21 |
2.17% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 2024 |
2025/05/28 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
| 2023 |
2024/06/19 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
| 2022 |
2023/06/15 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
| 2021 |
2022/06/28 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
1.01 |
K(9) |
74.96 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
10.33 |
D(9) |
71.25 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
32.87 |
周K(9) |
22.1 |
|
1.2 |
1.2 |
0.8 |
1.6 |
0 |
|
|
|
|
| 股價淨值比 |
3.21 |
周D(9) |
19.76 |
綜合評分: |
4.8 |
建議: |
觀望 |
目標價: |
34.86 |
|
|
|
|
| 月線乖離率 |
4.72 |
季線乖離率 |
-16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
20.31 |
3*PB |
30.93 |
|
|
|
|
| 股價 |
36.85 |
30.90 |
31.35 |
32.45 |
33.20 |
15*PE |
15.23 |
2*PB |
20.62 |
|
|
|
|
| 成交量(千股) |
135 |
354 |
93 |
107 |
156 |
10*PE |
10.15 |
1*PB |
10.31 |
|
|
|
|
| 資餘 |
73 |
20 |
20 |
21 |
28 |
5*PE |
5.08 |
0.5*PB |
5.16 |
|
|
|
|
| 券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
479,351
|
738,064
|
523,491
|
546,025
|
351,103
|
391,971
|
244,666
|
|
|
|
|
| 營業成本(千) |
|
491,130
|
706,103
|
507,093
|
481,861
|
323,535
|
342,809
|
224,498
|
|
|
|
|
| 營業毛利(千) |
|
-11,779 |
31,961
|
16,398
|
64,164
|
27,568
|
49,162
|
20,168
|
|
|
|
|
| 營業費用(千) |
|
35,709
|
56,265
|
52,169
|
55,642
|
44,933
|
48,140
|
35,761
|
|
|
|
|
| 營業利益(千) |
|
-47,488 |
-24,304 |
-35,771 |
8,522
|
-17,365 |
1,022
|
-15,593 |
|
|
|
|
| 營業外收入及支出(千) |
|
4,533
|
28,374
|
134,005
|
18,148
|
112,579
|
14,532
|
8,964
|
|
|
|
|
| 稅前純益(千) |
|
-42,955 |
4,070
|
98,234
|
26,670
|
95,214
|
15,554
|
-6,629 |
|
|
|
|
| 所得稅(千) |
|
1,003
|
260 |
-636 |
-1,471 |
355 |
69 |
-506 |
|
|
|
|
| 稅後純益(千) |
|
-43,958 |
3,810
|
98,870
|
28,141
|
94,859
|
15,485
|
-6,123 |
|
|
|
|
| 其他綜合損益(千) |
|
|
|
|
|
|
|
|
|
|
|
|
| 綜合損益(千) |
|
-43,958 |
3,810
|
98,870
|
28,141
|
94,859
|
15,485
|
-6,123 |
|
|
|
|
| 原始每股稅前盈餘(元) |
|
-0.62 |
0.06
|
1.43
|
0.39
|
1.39
|
0.23
|
-0.10 |
|
|
|
|
| 原始每股稅後盈餘(元) |
|
-0.64 |
0.06
|
1.44
|
0.41
|
1.38
|
0.23
|
-0.09 |
|
|
|
|
| 毛利率(%) |
|
-2.46 |
4.33
|
3.13
|
11.75
|
7.85
|
12.54
|
8.24
|
|
|
|
|
| 營業利益率(%) |
|
-9.91 |
-3.29 |
-6.83 |
1.56
|
-4.95 |
0.26
|
-6.37 |
|
|
|
|
| 稅後純益率(%) |
|
-9.17 |
0.52
|
18.89
|
5.15
|
27.02
|
3.95
|
-2.50 |
|
|
|
|
| 稅後權益報酬率(%) |
|
-5.99 |
0.51
|
14.16
|
4.44
|
16.63
|
3.01
|
-1.21 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202504 |
0 |
0 |
0.00 |
0.00 |
0.00 |
|
|
0 |
0 |
|
|
|
|
| 202503 |
178,505 |
653,360 |
-24.21 |
-1.72 |
18.90
|
|
|
653,360
|
18.9 |
|
|
|
|
| 202502 |
235,519 |
474,855 |
-1.59 |
14.69
|
29.08
|
|
|
624,879
|
25.73 |
|
|
|
|
| 202501 |
239,336 |
239,336 |
59.53
|
47.25
|
47.25
|
|
|
542,405
|
38.49 |
|
|
|
|
| 202412 |
150,024 |
2,286,931 |
-1.97 |
16.19
|
108.42
|
1.25 |
|
471,177
|
34.02 |
|
|
|
|
| 202411 |
153,045 |
2,123,444 |
-8.96 |
53.05
|
119.23
|
|
|
461,383
|
40.12 |
|
|
|
|
| 202410 |
168,108 |
1,970,399 |
19.88
|
37.29
|
126.85
|
|
|
587,339
|
52.85 |
|
|
|
|
| 202409 |
140,230 |
1,807,580 |
-49.74 |
31.27
|
142.25
|
1.87 |
|
729,294
|
86.85 |
|
|
|
|
| 202408 |
279,001 |
1,662,061 |
-10.02 |
80.03
|
160.64
|
|
|
785,947
|
103 |
|
|
|
|
| 202407 |
310,063 |
1,383,060 |
57.49
|
141.28
|
186.53
|
|
創近一年新高 |
672,229
|
111.84 |
|
|
|
|
| 202406 |
196,883 |
1,069,516 |
19.12
|
89.91
|
201.96
|
1.81 |
|
523,491
|
113.86 |
|
|
|
|
| 202405 |
165,283 |
876,114 |
2.45 |
94.11
|
249.57
|
|
|
508,230
|
180.26 |
|
|
|
|
| 202404 |
161,325 |
710,831 |
-11.18 |
188.30
|
329.56
|
|
|
548,297
|
298.1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 9A00 |
永豐金 |
3 |
3 |
0 |
8840 |
玉山 |
-2 |
0 |
2 |
|
|
|
|
| 6010 |
奔亞證券 |
2 |
6 |
4 |
8880 |
國泰 |
-2 |
0 |
2 |
|
|
|
|
| 7790 |
國票 |
2 |
2 |
0 |
9200 |
凱基 |
-2 |
0 |
2 |
|
|
|
|
| 9600 |
富邦 |
1 |
1 |
0 |
1040 |
臺銀證券 |
-1 |
0 |
1 |
|
|
|
|
| 9800 |
元大 |
0 |
1 |
1 |
5260 |
美好 |
-1 |
0 |
1 |
|
|
|
|
| 5380 |
第一金 |
0 |
0 |
0 |
8560 |
新光 |
-1 |
0 |
1 |
|
|
|
|
| 9300 |
華南永昌 |
0 |
0 |
0 |
5380 |
第一金 |
0 |
0 |
0 |
|
|
|
|
| 8150 |
台新 |
0 |
0 |
0 |
8150 |
台新 |
0 |
0 |
0 |
|
|
|
|
| 8560 |
新光 |
-1 |
0 |
1 |
5380 |
第一金 |
0 |
0 |
0 |
|
|
|
|
| 1040 |
臺銀證券 |
-1 |
0 |
1 |
9300 |
華南永昌 |
0 |
0 |
0 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20250117 |
陸客團來了！飯店、旅行社買盤一片火熱 觀光類股漲勢居冠 |
|
|
|
|
| 20250102 |
兩岸恢復觀光有譜？觀光股喜上眉梢 這檔陸客占比高股價攻頂 |
|
|
|
|
| 20241218 |
上海釋利多觀光股漲翻天 多檔漲停飯店股有這相同點 |
|
|
|
|
| 20240821 |
櫃買公告恢復與暫停融資融券交易名單 4家恢復融資融券 |
|
|
|
|
| 20240821 |
燦星旅、錦明、聯光通及九暘 8月22日起恢復融資融券交易 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
0 |
|
10日籌碼集中度 |
-3.4 |
|
單日買賣超 |
0 |
|
|
|
| 5日籌碼集中度 |
-2.6 |
|
20日籌碼集中度 |
-8 |
|
累計買賣超 |
-62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
73 |
借券餘額 |
84 |
千張大戶戶數 |
2 |
大戶比例 |
89.8 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 17:38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
