2929 |
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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2929 淘帝-KY |
實收資本額 |
1095 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2013/12/30 |
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發 言
人 |
陳建瑋 |
電 話 |
(02)27938077 |
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地 址 |
台北市內湖區新湖一路97號2樓 |
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產 業
別 |
傳產-百貨 |
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主要產品 |
自有品牌童裝及配飾之設計開發及銷售 |
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2025/5/2 股價 |
11.05 |
法人買賣超合計(近一日) |
買超 12.819 張 |
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2025/5/2
漲跌 |
0.15
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法人買賣超合計(近一週) |
買超
72.07 張 |
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2025/5/2
漲跌幅 |
1.38
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法人買賣超合計(近一月) |
買超
1463.35 張 |
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券 資 比 |
0.00
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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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2024/06/24 |
0.17 |
1.54 |
2020/12/01 |
2020/12/01 |
1.55% |
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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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2024 |
2025/06/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/06/24 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/29 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
0.37 |
K(9) |
62.62 |
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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) |
26.74 |
D(9) |
59.91 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
29.86 |
周K(9) |
29.96 |
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1.2 |
1.6 |
0.8 |
0 |
0.5 |
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股價淨值比 |
0.41 |
周D(9) |
29.56 |
綜合評分: |
4.1 |
建議: |
觀望 |
目標價: |
14.37 |
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月線乖離率 |
5.96 |
季線乖離率 |
-10.55 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
7.32 |
3*PB |
78.93 |
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股價 |
11.90 |
10.05 |
10.65 |
10.30 |
11.05 |
15*PE |
5.49 |
2*PB |
52.62 |
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成交量(千股) |
3,543 |
4,268 |
2,248 |
1,341 |
2,167 |
10*PE |
3.66 |
1*PB |
26.31 |
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資餘 |
942 |
1,138 |
1,133 |
1,120 |
1,201 |
5*PE |
1.83 |
0.5*PB |
13.15 |
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券餘 |
14 |
8 |
0 |
1 |
0 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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812,455
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458,856
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376,886
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472,551
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902,960
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501,104
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426,353
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營業成本(千) |
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677,614
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381,118
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315,933
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395,877
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756,110
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418,744
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353,647
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營業毛利(千) |
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134,841
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77,738
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60,953
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76,674
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146,850
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82,360
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72,706
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營業費用(千) |
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90,514
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85,549
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87,268
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93,171
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101,943
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95,943
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99,300
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營業利益(千) |
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44,327
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-7,811 |
-26,315 |
-16,497 |
44,907
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-13,583 |
-26,594 |
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營業外收入及支出(千) |
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4,153
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5,804
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5,903
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5,853
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-30,112 |
1,192
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2,197
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稅前純益(千) |
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48,480
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-2,007 |
-20,412 |
-10,644 |
14,795
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-12,391 |
-24,397 |
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所得稅(千) |
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1,087
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-509 |
1,098
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-1,060 |
28,540
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3,266
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5,994
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稅後純益(千) |
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47,393
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-1,498 |
-21,510 |
-9,584 |
-13,745 |
-15,657 |
-30,391 |
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其他綜合損益(千) |
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-28,466 |
50,141
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23,813
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52,347
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-57,014 |
86,804
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-97,691 |
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綜合損益(千) |
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18,927
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48,643
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2,303
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42,763
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-70,759 |
71,147
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-128,082 |
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原始每股稅前盈餘(元) |
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0.44
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-0.02 |
-0.19 |
-0.10 |
0.14
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-0.11 |
-0.22 |
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原始每股稅後盈餘(元) |
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0.43
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-0.01 |
-0.20 |
-0.09 |
-0.13 |
-0.14 |
-0.28 |
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毛利率(%) |
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16.60
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16.94
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16.17
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16.23
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16.26
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16.44
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17.05
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營業利益率(%) |
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5.46
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-1.70 |
-6.98 |
-3.49 |
4.97
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-2.71 |
-6.24 |
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稅後純益率(%) |
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5.83
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-0.33 |
-5.71 |
-2.03 |
-1.52 |
-3.12 |
-7.13 |
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稅後權益報酬率(%) |
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1.63
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-0.05 |
-0.76 |
-0.34 |
-0.48 |
-0.55 |
-1.06 |
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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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202504 |
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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202503 |
231,899 |
466,469 |
160.51
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-2.29 |
-1.29 |
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466,469
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-1.29 |
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202502 |
89,017 |
235,424 |
-39.15 |
4.00
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-0.19 |
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504,754
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-3.99 |
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202501 |
146,299 |
146,299 |
-45.70 |
-2.58 |
-2.58 |
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692,078
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-7.39 |
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202412 |
269,438 |
2,120,748 |
-2.50 |
-7.08 |
-11.13 |
0.14
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815,307
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-9.76 |
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202411 |
276,341 |
1,851,642 |
2.53
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-10.04 |
-11.65 |
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703,346
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-10.58 |
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202410 |
269,528 |
1,576,121 |
71.15
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-12.02 |
-11.90 |
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599,861
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-9.99 |
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202409 |
157,477 |
1,308,293 |
-8.90 |
-9.02 |
-11.80 |
-0.30 |
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459,358
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-8.36 |
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202408 |
172,856 |
1,151,022 |
33.97
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-7.58 |
-12.15 |
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359,110
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-8.88 |
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202407 |
129,025 |
978,679 |
125.45
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-8.58 |
-12.86 |
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341,928
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-10.82 |
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202406 |
57,229 |
849,437 |
-63.24 |
-13.19 |
-13.52 |
-0.28 |
創近一年新低 |
376,006
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-12.4 |
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202405 |
155,674 |
801,533 |
-4.55 |
-11.72 |
-12.79 |
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556,116
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-13.54 |
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202404 |
163,103 |
635,576 |
-31.28 |
-12.78 |
-14.44 |
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486,034
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-14.2 |
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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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9800 |
元大 |
45 |
70 |
25 |
1470 |
台灣摩根士丹利 |
-30 |
0 |
30 |
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9200 |
凱基 |
44 |
108 |
64 |
5380 |
第一金 |
-30 |
1 |
31 |
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9300 |
華南永昌 |
38 |
49 |
11 |
8560 |
新光 |
-29 |
1 |
30 |
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1440 |
美林 |
25 |
45 |
20 |
7000 |
兆豐 |
-21 |
9 |
30 |
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9A00 |
永豐金 |
13 |
59 |
46 |
1560 |
港商野村 |
-16 |
0 |
16 |
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1110 |
台灣企銀 |
10 |
14 |
4 |
8440 |
摩根大通 |
-11 |
8 |
19 |
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1020 |
合庫 |
8 |
10 |
2 |
6380 |
光和 |
-9 |
5 |
14 |
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9600 |
富邦 |
6 |
26 |
20 |
1480 |
美商高盛 |
-7 |
0 |
7 |
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1040 |
臺銀證券 |
5 |
5 |
0 |
8880 |
國泰 |
-7 |
1 |
8 |
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1260 |
宏遠 |
4 |
5 |
1 |
1480 |
美商高盛 |
-7 |
0 |
7 |
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20241113 |
淘帝財報/第3季虧損收斂 前三季每股虧0.3元 |
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20241008 |
台股修正跌91點收22,611點 台積電漲5元收1,010元 |
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20241004 |
陸港股 ETF 飆漲 這些KY股也一起飆 |
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20240930 |
中國救經濟! 這幾檔中概內需股不畏台股回檔衝漲停鎖住 |
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20240517 |
蔡政府執政台股上漲1.6倍 竟有264檔個股沒漲到 |
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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 |
5.7 |
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10日籌碼集中度 |
6.3 |
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單日買賣超 |
28 |
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5日籌碼集中度 |
7 |
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20日籌碼集中度 |
4.4 |
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累計買賣超 |
230 |
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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 |
2003 |
借券餘額 |
2260 |
千張大戶戶數 |
7 |
大戶比例 |
22.11 |
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更新日期: |
2025/5/2 19:45 |
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