Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 2724 藝舍-KY. Please read: https://finlab.finance/en/setup?stock=2724

2724

藝舍-KY Other As of 2026-06-17 Updated daily after market close

quality needs a look, discounted valuation.

1 active signal
This page refreshes daily after the close. Add 藝舍-KY to your watchlist to track signal changes on your next visit.
Valuation 56Quality 4Growth 97Momentum 1Chips 43

Is 藝舍-KY a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 4th market percentile. Latest quarterly ROE ≈ -5.9%.

  • Valuation is low.PE is in the 1th market percentile; within its own history, PE is around the 2th percentile.

  • Strong revenue growth.Latest monthly revenue YoY ≈ 287.3%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.44
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 合庫證券 holds 120 lots
  • sellers have 16 lots left, ~40 sessions to clear

Window from 2026-01-17 · Price -38% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 合庫證券 has accumulated 120 lots since the start (sold 0%), holding.
  • Main distributor 元大-三峽 peaked at 13 lots, has sold 46%, 7 left, ~12 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +1, retail -0.70pp — little change.
  • Foreign hedge-desk net short Net short -16 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
合庫證券宏遠證券土銀-花蓮永興華南永昌-鶯歌華南永昌
Distributing
元大-三峽元大-福營國泰-新莊新光-高雄玉山-高雄臺銀-金山
Desks
own scale
華南永昌-中正群益金鼎-西松永豐金證券台新-高雄
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 合庫證券 +120
    sold 0%
  • 宏遠證券 +61
    sold 0%· still adding
  • 土銀-花蓮 +58
    sold 17%· still adding
  • 永興 +41
    sold 0%· still adding
  • 華南永昌-鶯歌 +35
    sold 0%· still adding
  • 華南永昌 +34
    sold 0%

Distributing

  • 元大-三峽 7 left
    sold 46%· ~12 sessions to clear
  • 元大-福營 4 left
    sold 33%· ~20 sessions to clear
  • 國泰-新莊 4 left
    sold 33%· ~40 sessions to clear
  • 新光-高雄 1 left
    sold 75%· ~3 sessions to clear
  • 玉山-高雄 2 left
    sold 33%· paused recently
  • 臺銀-金山 1 left
    sold 50%· paused recently

Desks

  • 華南永昌-中正 -274
    unclassified
  • 群益金鼎-西松 -40
    unclassified
  • 永豐金證券 -39
    unclassified
  • 台新-高雄 -27
    unclassified
Still selling 16 lots ~40 sessions to bottom at most
Recent buy/sell force +190 absorbed / -12 sold buyers slightly ahead
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Mixed direction: big-holder and retail changes are not aligned.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 287.34%

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

46 historical occurrences (since 2012-05-29)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 35%, Sample 40, Median -2.63%, Excess -0.26%, Beat mkt rate 37.5%;60-day: Win 38.5%, Sample 39, Median -3.61%, Excess -1.32%, Beat mkt rate 33.3%;120-day: Win 32.4%, Sample 37, Median -16.39%, Excess -2.73%, Beat mkt rate 24.3%

120 days after: historical avg +7.4%

20-day +1.03%
60-day +4.3%
120-day +7.4%
20-day
60-day
120-day
Win
35%
38.5%
32.4%
Sample
40
39
37
Median
-2.63%
-3.61%
-16.39%
Excess
-0.26%
-1.32%
-2.73%
Beat mkt rate
37.5%
33.3%
24.3%

Over 37 occurrences, 120-day forward avg gained 7.4%, lagged the market by 2.73 pts; win rate 32.4%.

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 You are here131+229.3% +228.8% 96.9% +52.4%
20-40 58-7.6% -6.7% 36.2% -264.7%
40-60 19Insufficient data
60-80 30-7.2% -7.9% 3.3% -265.9%
80-100 0Insufficient data

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 5.43, at the 1.5th percentile of its own history (0-20 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
+171.4%
Win rate 47% Excess +99.7%
83d
Insufficient data
(1d)
Insufficient data
(0d)
60-day momentum down
Now
+35.1%
Win rate 18.1% Excess -16.1%
127d
-82.1%
Win rate 0% Excess -129.8%
48d
Insufficient data
(18d)

Currently in “Cheap (own-history bottom 1/3) × 60-day momentum down”: across 127 historical days, 120-day forward avg gained 35.1%, win rate 18.1%, lagged the market by 16.1%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Does this signal hold up across the market

Over the past 242 months, on average ~404 stocks per month met “monthly revenue YoY ≥ 20%”; their adjusted-close return over the next 60 trading days averaged 6.94% (equal-weighted), beating the market by 2.37 points on average, and outperformed the TAIEX total-return index in 64.5% of months.

Each month, equal-weighted 60-day forward adjusted return of all signal-matching stocks, then averaged across months; excess vs the TAIEX total-return index.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

9 times historically; 60-day forward avg +10.24%, win rate 44.4%, beating the market by +1.03 pts on average.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

What does 藝舍-KY do? Company profile

其他業;主要經營不動產代銷業,前身為富驛酒店集團有限公司,已由觀光餐旅轉向不動產代銷與相關服務。 上櫃

Overview

2724 對應證券為上櫃普通股「藝舍-KY」,公司全名為藝舍國際創新股份有限公司,英文名稱為 Architectural Aesthetics Global Development CO.,LTD.,外國企業註冊地為開曼群島。公司成立於 2002 年 1 月 15 日,2012 年 5 月 29 日上櫃,興櫃日期為 2010 年 1 月 14 日。官方網站揭露實收資本額為新台幣 596,563,450 元;Goodinfo/Yahoo 資料顯示已發行普通股數 59,656,345 股、每股面額新台幣 10 元。官方營運總部登記地址為 The Grand Pavilion Commercial Centre, Oleander Way, 802 West Bay Road, P.O. Box 32052 Grand Cayman, KY1-1208 Cayman Islands;台灣主要聯絡地址為新北市板橋區華江一路111號13樓之6。董事長為賴運興;總經理為李宗錦,年報註明李宗錦於民國 114 年 12 月 1 日就任總經理,賴運興同日解任總經理。子公司包含藝舍創意廣告股份有限公司、藝舍投資股份有限公司、藝境創新股份有限公司。年報揭露截至 2026 年 3 月 31 日員工人數 75 人,2025 年度員工 66 人、2024 年度 50 人。主要股東名單以 2026 年 4 月 7 日為基準:賴運興 20,000,000 股、33.53%;張麗玲 15,500,000 股、25.98%;Furama Hotels International Management Inc. 5,602,575 股、9.39%;立信興投資股份有限公司 3,920,000 股、6.57%;元大商業銀行受託保管富麗華酒店國際管理公司投資專戶 1,729,418 股、2.90%;陳文哉 962,496 股、1.61%;永耀資產股份有限公司 587,000 股、0.98%;禾亞資產股份有限公司 510,849 股、0.86%。

Business

公司主要經營不動產代銷服務等業務。2025 年度產品營收結構為:不動產代銷收入 148,206 千元、占 87.65%;工程收入 11,268 千元、占 6.66%;勞務收入 2,118 千元、占 1.25%;其他收入 7,505 千元、占 4.44%;合計營收 169,097 千元。2024 年度營收 539,391 千元,2025 年營收年減 68.65%,年報說明主因為房市由多轉空、政府不動產信用管制、房貸條件趨嚴、市場觀望升溫,建商推案轉趨審慎。商業模式上,公司處於不動產產業鏈中游,替建築開發商提供市場調查與產品定位、廣告企劃與媒體投放、銷售現場管理、人員配置、客戶關係管理、成交促進、合約及法律服務、售後服務與銷售數據分析。公司營收高度依賴建案銷售進度、建商推案量、購屋需求與金融環境。年報揭露主要銷貨客戶以 A/B/C 客戶代號呈現且多為關聯企業:2025 年 A 客戶銷貨 74,173 千元、占 43.86%,B 客戶 26,312 千元、占 15.56%,C 客戶 32,810 千元、占 19.40%;因契約或個資因素未揭露實名。主要服務地區包含台北市、新北市、桃園市、台中市、高雄市等。公司稱關聯企業立信集團具土地庫存,可作為案源與營運後盾,但具體案源名稱與未來推案量需以公司公告為準。

Outlook 2025–2028

2025 年實績為營收大幅下滑並轉為稅後淨損 13,317 千元,主因不動產信用管制、房貸緊縮與市場觀望造成交易動能轉弱。2026 年公司在年報中稱市場進入「盤整向上回升」階段,策略包括:優先鎖定北北桃重劃區與捷運沿線;深化與優質建商長期合作;強化社群、活動與客戶分眾管理;導入 AI 客群分析、案場數位管理、預算控管、VR 看屋與線上簡報;擴大新莊塭仔圳、桃園興南重劃區、桃園體育園區、菓林重劃區等區域布局。中長期策略包含以北北桃為核心戰區,延伸至台中、台南、高雄;台南受善化科學園區科技就業需求帶動,高雄受亞灣計畫及園區建設推動,公司將依案源品質與市場需求審慎評估。2027-2028 年公司未發布量化財測,因此僅能依其長期業務計畫推估:成長動能可能來自都市更新、危老重建、商辦與廠辦代銷、非傳統住宅代銷、AI/大數據精準行銷、VR/AR 線上賞屋、一站式服務及與建商前期產品規劃協作。主要風險包括:政府信用管制與貸款成數限制延續、利率或通膨上升、建商推案量減少、購屋信心不足、房市交易量萎縮、代銷業大型業者競爭加劇、案源或客戶集中於關聯企業、行銷成本上升、人才取得與培訓壓力、資安與數位工具導入成效不如預期。

Supply Chain

Upstream
  • 立信集團/立信建設股份有限公司 關聯企業與案源後盾;年報稱立信集團具土地庫存,可支援公司未來推案量能。立信建設為未上市櫃公司,stock_id 設為 null。
  • 建築開發商 核心上游,負責土地開發、產品規劃、資金籌措及建案興建,並委託代銷業者銷售;年報未逐一揭露合作建商實名。
  • 土地市場與營建產業 提供土地、營造、建築材料與施工進度等基礎條件;土地取得成本、營建成本、工期進度會影響建商推案與藝舍-KY接案。此為產業角色,非單一掛牌公司。
  • 金融與資本市場 銀行授信、建商融資條件與利率水準會影響建商推案規模、購屋需求與成交速度;此為產業角色,非單一掛牌公司。
  • 專業人力資源 不動產代銷依賴數位行銷、法規、銷售與客戶服務人才;此為人力供給角色,非上市櫃公司。
Downstream
  • A客戶 2025 年主要銷貨客戶,年報以代號揭露,銷貨 74,173 千元、占 43.86%,與發行人關係為關聯企業;實名未公開。
  • B客戶 2025 年主要銷貨客戶,年報以代號揭露,銷貨 26,312 千元、占 15.56%,與發行人關係為關聯企業;實名未公開。
  • C客戶 2025 年主要銷貨客戶,年報以代號揭露,銷貨 32,810 千元、占 19.40%,與發行人關係為關聯企業;實名未公開。
  • 購屋者 最終需求來源,包含自住型與投資型買方;所得、資產、房價預期、經濟展望、地段與坪數偏好會影響成交量。
  • 房貸銀行與金融機構 提供房貸與交易支撐;貸款成數、審核條件、利率與授信政策會影響購屋能力與市場交易量。
  • 不動產相關服務產業 包含代書、室內設計、裝修、物業管理等,可作為售後與一站式服務延伸;此為產業角色,非單一掛牌公司。

Competitors

  • 海悅國際開發股份有限公司 2348 年報列為主要競爭同業之一;台股上市櫃公司,主要從事不動產代銷、企劃與相關服務。
  • 新聯陽實業股份有限公司 年報列為主要競爭同業之一;未查得台股上市櫃代號,stock_id 設為 null。
  • 甲山林廣告股份有限公司 年報列為主要競爭同業之一;未查得台股上市櫃代號,stock_id 設為 null。
  • 大型不動產代銷業者 年報指出市場量縮時大型代銷業者具全台布局、行銷資源、指標案承接能力,形成大者恆大競爭;此為產業群體描述,非單一公司。
Sources(9)

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.