2945 |
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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2945 三商家購 |
實收資本額 |
675 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2021/11/30 |
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發 言
人 |
邱光隆 |
電 話 |
02-2506-1166 |
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地 址 |
台北市中山區民權東路三段4號地下一層 |
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產 業
別 |
傳產-百貨 |
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主要產品 |
民生消費品之零售、超級市場之經營、其他 |
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2025/5/2 股價 |
38.90 |
法人買賣超合計(近一日) |
買超 1 張 |
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2025/5/2
漲跌 |
0.80
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法人買賣超合計(近一週) |
買超
1 張 |
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2025/5/2
漲跌幅 |
2.10
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法人買賣超合計(近一月) |
賣超 -7.34 張 |
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券 資 比 |
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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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2024/05/30 |
0.73 |
1.18 |
2019/07/05 |
2023/07/17 |
1.88% |
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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 |
2025/05/28 |
1.50 |
0.00 |
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3.86% |
0% |
3.86% |
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2023 |
2024/05/30 |
1.20 |
0.00 |
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2024/07/17 |
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3.08% |
0% |
3.08% |
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2022 |
2023/05/29 |
0.73 |
0.00 |
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2023/07/17 |
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1.88% |
0% |
1.88% |
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2021 |
2022/05/25 |
2.59 |
0.00 |
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2022/07/15 |
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6.67% |
0% |
6.67% |
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機構估稅後EPS |
2.37 |
K(9) |
78.58 |
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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) |
28.16 |
D(9) |
70.31 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.41 |
周K(9) |
52.28 |
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1.6 |
1.2 |
1.2 |
1.6 |
0.5 |
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股價淨值比 |
1.38 |
周D(9) |
46.84 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
44.74 |
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月線乖離率 |
2.95 |
季線乖離率 |
-0.89 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
47.44 |
3*PB |
84.57 |
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股價 |
39.20 |
37.60 |
38.20 |
38.25 |
38.90 |
15*PE |
35.58 |
2*PB |
56.38 |
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成交量(千股) |
45 |
201 |
107 |
29 |
28 |
10*PE |
23.72 |
1*PB |
28.19 |
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資餘 |
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5*PE |
11.86 |
0.5*PB |
14.09 |
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券餘 |
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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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3,697,287
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3,751,248
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3,481,351
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3,367,294
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3,526,438
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3,761,572
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3,448,955
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營業成本(千) |
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2,681,561
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2,735,517
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2,554,206
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2,448,560
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2,580,953
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2,797,158
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2,574,574
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營業毛利(千) |
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1,015,726
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1,015,731
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927,145
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918,734
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945,485
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964,414
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874,381
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營業費用(千) |
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965,159
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960,136
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895,880
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878,630
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901,412
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916,254
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860,325
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營業利益(千) |
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50,567
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55,595
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31,265
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40,104
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44,073
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48,160
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14,056
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營業外收入及支出(千) |
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-9,035 |
-6,548 |
-3,559 |
-5,301 |
-4,225 |
-4,209 |
-197 |
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稅前純益(千) |
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41,532
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49,047
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27,706
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34,803
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39,848
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43,951
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13,859
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所得稅(千) |
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9,007
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10,998
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6,259
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7,251
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8,414
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9,890
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3,499
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稅後純益(千) |
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32,525
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38,049
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21,447
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27,552
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31,434
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34,061
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10,360
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其他綜合損益(千) |
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綜合損益(千) |
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32,525
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38,049
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21,447
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27,552
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31,434
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34,061
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10,360
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原始每股稅前盈餘(元) |
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0.62
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0.73
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0.41
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0.52
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0.59
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0.65
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0.21
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原始每股稅後盈餘(元) |
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0.55
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0.64
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0.40
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0.43
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0.50
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0.58
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0.26
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毛利率(%) |
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27.47
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27.08
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26.63
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27.28
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26.81
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25.64
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25.35
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營業利益率(%) |
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1.37
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1.48
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0.90
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1.19
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1.25
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1.28
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0.41
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稅後純益率(%) |
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0.88
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1.01
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0.62
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0.82
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0.89
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0.91
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0.30
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稅後權益報酬率(%) |
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1.64
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2.00
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1.13
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1.45
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1.68
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1.85
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0.56
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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 |
1,182,090 |
3,473,590 |
11.75
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3.92
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3.16
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3,473,590
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3.16 |
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202502 |
1,057,772 |
2,291,500 |
-14.26 |
-5.27 |
2.77
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創近一年新低 |
3,516,836
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2.57 |
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202501 |
1,233,728 |
1,233,728 |
0.68
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10.84
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10.84
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3,637,634
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5.72 |
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202412 |
1,225,336 |
14,297,180 |
3.97
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2.20
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1.82
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2.27
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3,697,287
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4.84 |
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202411 |
1,178,570 |
13,071,844 |
-8.88 |
4.43
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1.78
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3,710,228
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4.91 |
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202410 |
1,293,381 |
11,893,274 |
4.45
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7.88
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1.53
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創近一年新高 |
3,794,337
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2.5 |
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202409 |
1,238,277 |
10,599,893 |
-1.93 |
2.42
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0.80
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1.65
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3,751,248
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-0.27 |
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202408 |
1,262,679 |
9,361,616 |
0.99
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-2.40 |
0.59
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創近一年新高 |
3,703,740
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-0.66 |
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202407 |
1,250,292 |
8,098,937 |
5.00
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-0.68 |
1.08
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3,607,962
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0.15 |
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202406 |
1,190,769 |
6,848,645 |
2.05
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1.26
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1.40
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0.93
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3,481,351
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0.94 |
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202405 |
1,166,901 |
5,657,876 |
3.85
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-0.07 |
1.43
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3,428,119
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0.99 |
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202404 |
1,123,681 |
4,490,975 |
-1.22 |
1.66
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1.83
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3,377,869
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4.33 |
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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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1480 |
美商高盛 |
1 |
1 |
0 |
9A00 |
永豐金 |
-2 |
0 |
2 |
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6460 |
大昌 |
1 |
1 |
0 |
9300 |
華南永昌 |
-1 |
0 |
1 |
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8150 |
台新 |
1 |
1 |
0 |
9800 |
元大 |
0 |
0 |
0 |
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8560 |
新光 |
0 |
0 |
0 |
8560 |
新光 |
0 |
0 |
0 |
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9100 |
群益金鼎 |
0 |
0 |
0 |
9100 |
群益金鼎 |
0 |
0 |
0 |
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9800 |
元大 |
0 |
0 |
0 |
5850 |
統一 |
0 |
0 |
0 |
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5850 |
統一 |
0 |
0 |
0 |
6010 |
奔亞證券 |
0 |
0 |
0 |
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6010 |
奔亞證券 |
0 |
0 |
0 |
6460 |
大昌 |
1 |
1 |
0 |
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9300 |
華南永昌 |
-1 |
0 |
1 |
8150 |
台新 |
1 |
1 |
0 |
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9A00 |
永豐金 |
-2 |
0 |
2 |
1480 |
美商高盛 |
1 |
1 |
0 |
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20190724 |
〈中元內需概念股〉三商家購、創業家強打大宗團購商品 衝刺Q3業績 |
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20150330 |
華通獲KGI看好今年EPS將攀2元以上又 擁投信作帳題材 |
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20210517 |
自己的股價自己救 這些公司祭出庫藏股 |
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20180308 |
歐格電子:公告本公司董事會決議召開107年股東常會相關事宜 |
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20180308 |
歐格電子:公告本公司董事會通過106年度財務報表 |
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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 |
0 |
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10日籌碼集中度 |
-8.8 |
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單日買賣超 |
0 |
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5日籌碼集中度 |
-7.5 |
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20日籌碼集中度 |
-10.6 |
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累計買賣超 |
-32 |
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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 |
0 |
借券餘額 |
0 |
千張大戶戶數 |
4 |
大戶比例 |
83.48 |
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更新日期: |
2025/5/2 19:45 |
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