| 5904 |
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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| 5904 寶雅 |
實收資本額 |
1049 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2002/09/06 |
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| 發 言
人 |
沈鴻猷 |
電 話 |
06-2411000 |
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| 地 址 |
台南市民族路三段74號 |
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| 產 業
別 |
傳產-百貨 |
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| 主要產品 |
零售業(1)時尚美粧美材保養品(2)流行內衣襪、零售業(3)生活日常用品(4)精緻個人用品 |
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| 2025/5/2 股價 |
480.50 |
法人買賣超合計(近一日) |
賣超 -85.353 張 |
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| 2025/5/2
漲跌 |
1.50
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法人買賣超合計(近一週) |
賣超 -196.48 張 |
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| 2025/5/2
漲跌幅 |
0.31
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法人買賣超合計(近一月) |
賣超 -746.78 張 |
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| 券 資 比 |
1.69
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外資連3賣 |
投信連4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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| 2023/05/30 |
23.90 |
0.10 |
2023/07/07 |
2023/07/07 |
4.97% |
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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 |
2025/05/27 |
23.00 |
0.10 |
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4.81% |
0% |
4.79% |
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| 2023 |
2024/05/28 |
21.00 |
0.10 |
2024/06/21 |
2024/06/21 |
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4.39% |
0% |
4.37% |
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| 2022 |
2023/05/30 |
23.90 |
0.10 |
2023/07/07 |
2023/07/07 |
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4.99% |
0% |
4.97% |
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| 2021 |
2022/06/21 |
11.00 |
0.10 |
2022/07/20 |
2022/07/20 |
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2.31% |
0% |
2.29% |
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| 機構估稅後EPS |
29.39 |
K(9) |
60.79 |
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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) |
52.64 |
D(9) |
59.84 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
16.35 |
周K(9) |
43.89 |
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0.8 |
1.6 |
0.8 |
1.6 |
1 |
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| 股價淨值比 |
9.13 |
周D(9) |
43.26 |
綜合評分: |
5.8 |
建議: |
列入追踪 |
目標價: |
552.58 |
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| 月線乖離率 |
1.76 |
季線乖離率 |
-2.2 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
589.57 |
3*PB |
204.47 |
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| 股價 |
478.00 |
476.00 |
475.00 |
477.00 |
480.50 |
15*PE |
442.18 |
2*PB |
136.31 |
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| 成交量(千股) |
827 |
2,911 |
1,230 |
1,143 |
1,178 |
10*PE |
294.79 |
1*PB |
68.16 |
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| 資餘 |
80 |
98 |
99 |
89 |
118 |
5*PE |
147.39 |
0.5*PB |
34.08 |
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| 券餘 |
0 |
2 |
2 |
2 |
2 |
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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) |
6,295,928
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6,002,058
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6,124,615
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5,627,850
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5,873,699
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5,634,862
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5,869,731
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5,280,834
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| 營業成本(千) |
3,497,247
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3,222,286
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3,307,000
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3,158,828
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3,273,709
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3,062,893
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3,258,247
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3,095,001
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| 營業毛利(千) |
2,798,681
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2,779,772
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2,817,615
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2,469,022
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2,599,990
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2,571,969
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2,611,484
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2,185,833
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| 營業費用(千) |
1,835,935
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1,862,540
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1,866,226
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1,773,715
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1,716,099
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1,717,932
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1,701,825
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1,589,874
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| 營業利益(千) |
962,746
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917,232
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951,389
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695,307
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883,891
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854,037
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909,659
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595,959
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| 營業外收入及支出(千) |
18,077
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21,684
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2,469
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41,102
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-6,831 |
-4,111 |
-18,321 |
-6,759 |
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| 稅前純益(千) |
980,823
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938,916
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953,858
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736,409
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877,060
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849,926
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891,338
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589,200
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| 所得稅(千) |
196,237
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188,106
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190,874
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147,325
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175,545
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170,194
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178,410
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114,073
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| 稅後純益(千) |
784,586
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750,810
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762,984
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589,084
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701,515
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679,732
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712,928
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475,127
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| 其他綜合損益(千) |
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| 綜合損益(千) |
784,586
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757,219
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762,984
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589,084
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701,515
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675,830
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712,928
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475,127
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| 原始每股稅前盈餘(元) |
9.35
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8.95
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9.09
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7.02
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8.47
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8.21
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8.61
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5.77
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| 原始每股稅後盈餘(元) |
7.48
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7.15
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7.27
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5.61
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6.78
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6.57
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6.89
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4.65
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| 毛利率(%) |
44.45
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46.31
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46.00
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43.87
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44.26
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45.64
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44.49
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41.39
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| 營業利益率(%) |
15.29
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15.28
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15.53
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12.35
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15.05
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15.16
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15.50
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11.29
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| 稅後純益率(%) |
12.46
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12.51
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12.46
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10.47
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11.94
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12.06
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12.15
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9.00
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| 稅後權益報酬率(%) |
12.38
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11.08
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12.69
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11.25
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12.58
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11.37
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13.50
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10.32
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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 |
1,911,856 |
6,295,928 |
-2.67 |
2.83
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7.19
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9.35
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6,295,928
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7.19 |
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| 202502 |
1,964,276 |
4,384,072 |
-18.82 |
-5.02 |
9.21
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6,584,039
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9.84 |
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| 202501 |
2,419,796 |
2,419,796 |
9.99
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24.32
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24.32
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創歷史新高 |
6,524,310
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15.03 |
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| 202412 |
2,199,967 |
23,628,222 |
15.51
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11.11
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7.02
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33.42
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創歷史新高 |
6,002,058
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6.52 |
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| 202411 |
1,904,547 |
21,428,255 |
0.37
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9.11
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6.61
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5,850,209
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4.65 |
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| 202410 |
1,897,544 |
19,523,708 |
-7.35 |
-0.62 |
6.38
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5,999,303
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3.82 |
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| 202409 |
2,048,118 |
17,626,164 |
-0.27 |
5.82
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7.19
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24.47
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6,124,615
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4.34 |
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| 202408 |
2,053,641 |
15,578,046 |
1.52
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6.18
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7.37
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6,045,743
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5.23 |
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| 202407 |
2,022,856 |
13,524,405 |
2.72
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1.13
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7.56
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5,857,185
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5.79 |
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| 202406 |
1,969,246 |
11,501,549 |
5.58
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8.73
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8.77
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15.38
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5,627,850
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6.57 |
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| 202405 |
1,865,083 |
9,532,303 |
3.99
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8.10
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8.78
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5,517,920
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8.46 |
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| 202404 |
1,793,521 |
7,667,220 |
-3.54 |
2.82
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8.95
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5,720,866
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15.29 |
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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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| 9200 |
凱基 |
57 |
83 |
26 |
1590 |
花旗環球 |
-85 |
0 |
85 |
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| 9600 |
富邦 |
30 |
41 |
11 |
1570 |
港商法國興業 |
-36 |
0 |
36 |
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| 9800 |
元大 |
17 |
47 |
30 |
5380 |
第一金 |
-20 |
0 |
20 |
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| 1380 |
台灣匯立 |
16 |
16 |
0 |
8880 |
國泰 |
-15 |
10 |
25 |
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| 1560 |
港商野村 |
11 |
12 |
1 |
1470 |
台灣摩根士丹利 |
-10 |
5 |
15 |
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| 9A00 |
永豐金 |
10 |
16 |
6 |
1480 |
美商高盛 |
-9 |
14 |
23 |
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| 5850 |
統一 |
7 |
7 |
0 |
8440 |
摩根大通 |
-5 |
17 |
22 |
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| 5920 |
元富 |
5 |
5 |
0 |
1110 |
台灣企銀 |
-1 |
0 |
1 |
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| 9300 |
華南永昌 |
5 |
5 |
0 |
1650 |
新加坡商瑞銀 |
0 |
37 |
37 |
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| 1260 |
宏遠 |
5 |
6 |
1 |
5260 |
美好 |
0 |
0 |
0 |
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| 20250428 |
寶雅財報／首季 EPS 7.48元 單季獲利創新高 |
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| 20250428 |
寶雅財報／首季 EPS 7.48元 創單季歷史新高 |
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| 20250410 |
寶雅營收／首季營收62.96億元 年增7.2%、創新高 |
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| 20250410 |
五福3月營收年增16% 寶雅增2.8% |
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| 20250410 |
寶雅營收／首季62.9億元、年增7.2% 第2季將推出多款新品 |
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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 |
-18.5 |
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10日籌碼集中度 |
-5.5 |
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單日買賣超 |
-72 |
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| 5日籌碼集中度 |
-3.6 |
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20日籌碼集中度 |
-5 |
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累計買賣超 |
-362 |
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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 |
2707 |
借券餘額 |
4075 |
千張大戶戶數 |
20 |
大戶比例 |
64.44 |
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更新日期： |
2025/5/2 17:59 |
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