2722 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2722 夏都 |
實收資本額 |
1432 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2012/03/14 |
|
|
|
|
|
|
|
|
|
發 言
人 |
陳重憲 |
電 話 |
08-8862377 |
|
|
|
|
|
|
|
|
|
地 址 |
屏東縣恆春鎮網紗里環城北路218巷15號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-觀光 |
|
|
|
|
|
|
|
|
|
主要產品 |
客房收入70.42%、餐飲收入28.78%、其他收入0.8%(一般旅館業、餐館業、商品銷售) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
30.65 |
法人買賣超合計(近一日) |
買超 23.505 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.95
|
法人買賣超合計(近一週) |
買超
83.53 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
3.20
|
法人買賣超合計(近一月) |
賣超 -83.16 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.87
|
外資連2買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/29 |
0.60 |
0.60 |
2023/06/29 |
2023/06/29 |
1.96% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/27 |
0.15 |
0.00 |
|
|
|
0.49% |
0% |
0.49% |
|
|
|
|
2023 |
2024/05/29 |
0.25 |
0.25 |
2024/07/16 |
2024/07/16 |
|
1.63% |
0.01% |
0.82% |
|
|
|
|
2022 |
2023/05/30 |
0.60 |
0.60 |
2023/06/29 |
2023/06/29 |
|
3.92% |
0.02% |
1.96% |
|
|
|
|
2021 |
2022/05/25 |
0.20 |
0.00 |
|
2022/06/23 |
|
0.65% |
0% |
0.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.07 |
K(9) |
90.08 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
17.61 |
D(9) |
85.02 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
437.86 |
周K(9) |
46.34 |
|
1.6 |
1.2 |
0.8 |
1.2 |
1.5 |
|
|
|
|
股價淨值比 |
1.74 |
周D(9) |
37.37 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
30.99 |
|
|
|
|
月線乖離率 |
11.77 |
季線乖離率 |
-1.91 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
1.40 |
3*PB |
54.41 |
|
|
|
|
股價 |
29.85 |
25.70 |
27.85 |
28.60 |
30.65 |
15*PE |
1.05 |
2*PB |
36.27 |
|
|
|
|
成交量(千股) |
289 |
942 |
381 |
398 |
296 |
10*PE |
0.70 |
1*PB |
18.14 |
|
|
|
|
資餘 |
922 |
648 |
668 |
686 |
689 |
5*PE |
0.35 |
0.5*PB |
9.07 |
|
|
|
|
券餘 |
0 |
0 |
0 |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
119,609
|
189,770
|
167,638
|
154,430
|
143,912
|
236,485
|
197,193
|
|
|
|
|
營業成本(千) |
|
94,480
|
104,135
|
99,628
|
106,916
|
97,640
|
109,812
|
102,486
|
|
|
|
|
營業毛利(千) |
|
25,129
|
85,635
|
68,010
|
47,514
|
46,272
|
126,673
|
94,707
|
|
|
|
|
營業費用(千) |
|
67,161
|
72,692
|
72,842
|
59,904
|
66,341
|
74,083
|
66,264
|
|
|
|
|
營業利益(千) |
|
-42,643 |
12,892
|
-4,832 |
-12,390 |
-20,069 |
52,613
|
28,440
|
|
|
|
|
營業外收入及支出(千) |
|
-1,935 |
-776 |
-1,306 |
35,206
|
-11 |
3,783
|
1,335
|
|
|
|
|
稅前純益(千) |
|
-44,578 |
12,116
|
-6,138 |
22,816
|
-20,080 |
56,396
|
29,775
|
|
|
|
|
所得稅(千) |
|
-3,687 |
3,341
|
589
|
1,115
|
-2,977 |
11,040
|
6,801
|
|
|
|
|
稅後純益(千) |
|
-40,891 |
8,775
|
-6,727 |
21,701
|
-17,103 |
45,356
|
22,974
|
|
|
|
|
其他綜合損益(千) |
|
-60,219 |
-35,719 |
17,930
|
-13,641 |
22,442
|
-47,624 |
-11,690 |
|
|
|
|
綜合損益(千) |
|
-101,110 |
-26,944 |
11,203
|
8,060
|
5,339
|
-2,268 |
11,284
|
|
|
|
|
原始每股稅前盈餘(元) |
|
-0.31 |
0.10
|
-0.05 |
0.19
|
-0.17 |
0.48
|
0.27
|
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.25 |
0.11
|
0.00
|
0.21
|
-0.12 |
0.41
|
0.23
|
|
|
|
|
毛利率(%) |
|
21.01
|
45.13
|
40.57
|
30.77
|
32.15
|
53.56
|
48.03
|
|
|
|
|
營業利益率(%) |
|
-35.65 |
6.79
|
-2.88 |
-8.02 |
-13.95 |
22.25
|
14.42
|
|
|
|
|
稅後純益率(%) |
|
-34.19 |
4.62
|
-4.01 |
14.05
|
-11.88 |
19.18
|
11.65
|
|
|
|
|
稅後權益報酬率(%) |
|
-1.64 |
0.40
|
-0.30 |
0.96
|
-0.76 |
2.02
|
1.01
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
40,959 |
134,229 |
8.34
|
-21.10 |
-13.09 |
-0.19 |
|
134,229
|
-13.09 |
|
|
|
|
202502 |
37,805 |
93,270 |
-31.84 |
-42.14 |
-9.03 |
-0.10 |
創近一年新低 |
131,083
|
-11.41 |
|
|
|
|
202501 |
55,465 |
55,465 |
46.68
|
49.12
|
49.12
|
0.01
|
|
135,183
|
3.52 |
|
|
|
|
202412 |
37,813 |
631,447 |
-9.76 |
-16.77 |
-17.44 |
-0.11 |
|
119,609
|
-16.89 |
|
|
|
|
202411 |
41,905 |
593,634 |
5.05
|
-12.62 |
-17.49 |
-0.05 |
|
128,764
|
-15.38 |
|
|
|
|
202410 |
39,891 |
551,729 |
-15.07 |
-21.04 |
-17.83 |
0.06
|
|
157,226
|
-17.49 |
|
|
|
|
202409 |
46,968 |
511,838 |
-33.25 |
-12.51 |
-17.57 |
0.20
|
|
189,770
|
-19.75 |
|
|
|
|
202408 |
70,367 |
464,870 |
-2.85 |
-18.52 |
-18.05 |
0.29
|
|
208,465
|
-19.21 |
|
|
|
|
202407 |
72,435 |
394,503 |
10.31
|
-24.90 |
-17.97 |
0.23
|
|
188,663
|
-16.99 |
|
|
|
|
202406 |
65,663 |
322,068 |
29.86
|
-12.70 |
-16.23 |
0.12
|
|
167,628
|
-15.07 |
|
|
|
|
202405 |
50,565 |
256,405 |
-1.62 |
-9.06 |
-17.09 |
0.10
|
|
153,876
|
-11.81 |
|
|
|
|
202404 |
51,400 |
205,840 |
-0.98 |
-22.76 |
-18.85 |
0.14
|
|
168,645
|
-4.38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
14 |
17 |
3 |
5920 |
元富 |
-14 |
0 |
14 |
|
|
|
|
7030 |
致和 |
11 |
11 |
0 |
8580 |
聯邦商銀 |
-12 |
0 |
12 |
|
|
|
|
8450 |
康和 |
9 |
9 |
0 |
9600 |
富邦 |
-8 |
1 |
9 |
|
|
|
|
1480 |
美商高盛 |
7 |
7 |
0 |
1650 |
新加坡商瑞銀 |
-4 |
0 |
4 |
|
|
|
|
8880 |
國泰 |
3 |
4 |
1 |
8560 |
新光 |
-2 |
0 |
2 |
|
|
|
|
8440 |
摩根大通 |
2 |
2 |
0 |
9800 |
元大 |
-2 |
5 |
7 |
|
|
|
|
1440 |
美林 |
2 |
8 |
6 |
9100 |
群益金鼎 |
-2 |
1 |
3 |
|
|
|
|
7790 |
國票 |
1 |
1 |
0 |
9300 |
華南永昌 |
-1 |
0 |
1 |
|
|
|
|
7790 |
國票 |
1 |
1 |
0 |
8840 |
玉山 |
-1 |
0 |
1 |
|
|
|
|
9A00 |
永豐金 |
1 |
3 |
2 |
9300 |
華南永昌 |
-1 |
0 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250118 |
迎陸客首發團 觀光族群拉炮 |
|
|
|
|
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 |
|
|
|
|
20241218 |
上海釋利多觀光股漲翻天 多檔漲停飯店股有這相同點 |
|
|
|
|
20241217 |
兩岸團體旅遊破冰有譜?觀光股開香檳、這檔攻漲停最猛 |
|
|
|
|
20241112 |
惠特增資股公開申購啟動 股價隨大盤重挫仍有價差 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
13.2 |
|
10日籌碼集中度 |
19.9 |
優 |
單日買賣超 |
10 |
|
|
|
5日籌碼集中度 |
24.5 |
優 |
20日籌碼集中度 |
11.6 |
優 |
累計買賣超 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
328 |
借券餘額 |
346 |
千張大戶戶數 |
21 |
大戶比例 |
81.63 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|