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Help me set up FinLab and analyze 5364 力麗店. Please read: https://finlab.finance/en/setup?stock=5364
5364
quality needs a look, premium valuation, no active signal today.
Is 力麗店 a buy? Fundamentals and valuation first
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Weak profitability.Operating margin is in the 14th market percentile. Latest quarterly ROE ≈ -1.2%.
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Valuation is high.PE is in the 96th market percentile; within its own history, PE is around the 84th percentile.
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Foreign investors are net buying.Foreign 20-day net flow ≈ 4.0% of volume (net buy).
Chip flow
Single-sided accumulation, concentration rising — bullish
Window from 2026-01-17 · Price -41% · branches to 2026-06-17· TDCC to 2026-06-12
- Largest holder 統一 has accumulated 493 lots since the start (sold 0%), still adding.
- Main distributor 第一金-新興 peaked at 93 lots, has sold 43%, 53 left, paused recently.
- TDCC big holders (absolute) >1000-lot holders +1.57pp, mid holders -1, retail +1.30pp — concentration shifting upward.
- Foreign hedge-desk net short Net short -65 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Accumulating
- 統一 +493
- 北城證券 +443
- 群益金鼎-嘉義 +246
- 亞東 +181
- 統一-基隆 +160
- 臺銀 +140
Distributing
- 第一金-新興 53 left
- 華南永昌-中正 34 left
- 宏遠-館前 30 left
- 永豐金證券 15 left
- 口袋證券 18 left
- 德信-中正 15 left
Desks
- 兆豐-南京 -685
- 元大-崇德 -459
- 元大-仁愛 -405
- 統一-南京 -300
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
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 band | Sample days | 240-day avg return | Median | Win rate | Avg excess (vs index) |
|---|---|---|---|---|---|
| 0-20 | 0 | Insufficient data | |||
| 20-40 | 0 | Insufficient data | |||
| 40-60 | 0 | Insufficient data | |||
| 60-80 | 0 | Insufficient data | |||
| 80-100 You are here | 0 | Insufficient 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 ≈ 128.1, at the 84.3th percentile of its own history (80-100 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.
(0d)
(0d)
(0d)
(0d)
(26d)
Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 37 historical days, 120-day forward avg gained 6.8%, win rate 97.3%, lagged the market by 52%.
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.
Signals not active (historical stats for reference)
These are not occurring now; historical samples shown for comparison.
252-day price high (breakout)
PendingAdjusted close makes a new 252-day high; repeats within 20 days counted once.
11 times historically; 60-day forward avg -11.77%, win rate 27.3%, beating the market by -14.48 pts on average.
Monthly revenue YoY ≥ 20% (from filing deadline)
PendingMonthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).
90 times historically; 60-day forward avg -9.32%, win rate 29%, beating the market by -12.34 pts on average.
Foreign net buying for 5 straight days
PendingForeign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.
7 times historically; 60-day forward avg +24.27%, win rate 28.6%, beating the market by +14.21 pts on average.
What does 力麗店 do? Company profile
Overview
5364 對應力麗觀光開發股份有限公司，證券簡稱力麗店，為櫃買中心上櫃普通股。公司成立於 1990 年 1 月 24 日，原名梅捷企業，後曾更名浩騰科技、易福，2015 年因經營團隊改組並轉型觀光飯店經營及顧問業務，更名為力麗觀光開發股份有限公司。股票自 1998 年 12 月 7 日起上櫃買賣。總部位於台北市中山區松江路 162 號 3 樓；實收資本額約新台幣 6.38 億元，已發行股數約 63,849,940 股。董事長為楊竫如，總經理為葉家豪職務代理；發言人為何宜靜。2024 年年報列示 2024 年底從業員工約 209 人，2025 年 3 月 13 日止約 178 人。主要股東方面，2025 年第三季合併財報揭露力麒建設為母公司及最終控制者，持有流通在外普通股 36.21%；公司屬力麗/力麒關係企業體系。
Business
公司本業為飯店、旅館、旅遊與飯店管理顧問，並自 2024 年設立能源事業部、轉投資愷森能源，切入儲能系統規畫建置及能源應用整合服務。2024 年營收新台幣 421,473 仟元，結構為飯店客房及餐飲 61.23%、儲能工程收入 14.69%、旅行社業務 8.43%、門票收入 7.70%、儲能設備銷售及安裝 3.58%、飯店顧問管理 2.52%、其他 1.85%。飯店事業據點與模式包括：直營連鎖力麗哲園日潭館、月潭館；委託經營力麗馬告生態園區明池山莊、棲蘭山莊；品牌/國際品牌資源包括花蓮力麗華美達安可酒店、宜蘭力麗威斯汀度假酒店；管理顧問包括日月潭力麗溫德姆溫泉酒店、儷山林會館日月潭館。2025 年前三季客戶合約收入新台幣 236,689 仟元，主要產品服務線包括飯店客房 129,997 仟元、飯店餐飲 51,707 仟元、門票 25,675 仟元、飯店顧問管理 11,075 仟元、儲能設備銷售及安裝 12,776 仟元、其他 5,459 仟元；營運部門收入中飯店旅遊事業部門外部收入 223,913 仟元、能源部門外部收入 12,776 仟元。商業模式以住宿、餐飲、門票、生態旅遊套裝、旅行社/通路銷售、品牌加盟或管理顧問費為核心；能源事業則提供錶前與錶後能源管理、儲能設備、用電負載設施與太陽光電之系統整合。主要客戶為國內旅客、旅行社、企業客戶、一般消費者，以及能源業務的家庭用戶、商業設施、工業設施；公司年報表示銷貨並無集中風險。
Outlook 2025–2028
2025 至 2028 年展望可分為觀光本業修復、輕資產管理顧問、能源轉投資三條線。觀光本業方面，公司年報指出國際旅遊市場復甦但台灣出境旅遊排擠國旅，且國內旅遊市場復甦不如預期；公司策略是汰弱留強、整合力麗溫德姆、力麗觀光、力麗威斯汀等品牌定位，發展自然生態旅遊套裝、提升服務與設施品質、擴大旅行社與通路合作、提高顧客滿意度。已知營運調整包括天鷹旅行社於 2025 年 4 月解散、花蓮力麗華美達安可酒店於 2025 年 6 月結束營運、木棉道美學商旅於 2024 年 12 月結束營運；這有助降低虧損據點拖累，但短期營收規模也可能縮小。能源方面，愷森能源為新成長嘗試，策略包含大型儲能案場開發與設置工程、家用儲能設備、太陽光電案場、有機光電模組與日本海外能源市場；MoneyDJ 資料稱愷森能源持股達 95.21%，已在日本取得 7 座高壓儲能案場建置許可、總容量 14MW，並規劃部分案場併網。主要風險包括：國旅需求受出境旅遊與景氣影響、颱風或極端氣候對山區生態據點造成交通與營運中斷、飯店人力與食材備品成本上升、品牌授權與租約續約不確定、能源業務初期規模小且需承擔案場開發、設備供應、工程執行、政策與電力市場價格風險。2026 至 2028 年若旅宿據點優化、管理顧問案增加、能源工程與維運收入逐步放大，營運有機會改善；但財報仍顯示 2025 年前三季稅前虧損，故展望需保守看待。
Supply Chain
- 台達電 2308 能源事業上游設備/系統供應關係；年報揭露公司現為台達電 Skid 一體式儲能系統代理商。
- Tesla 美國上市公司；能源事業上游品牌與設備供應關係，年報揭露公司現為 Tesla Powerwall 家用儲能系統認證安裝商。
- WYNDHAM MOTEL ASIA PACIFIC CO. LIMITED 非台股掛牌；飯店品牌資源/特許經營契約方，財報揭露花蓮力麗華美達安可酒店使用相關品牌資源及系統並按收入提成計費，該酒店已於 2025 年 6 月結束營運。
- Marriott International 美國上市公司；宜蘭力麗威斯汀度假酒店屬 Westin/Marriott 品牌體系，為國際酒店品牌資源來源之一。
- 生鮮食材與旅館備品供應商 公司年報稱觀光旅遊業主要原料為生鮮食材及旅館備品，供應商多元且供應正常，未揭露特定名稱。
- 力麒建設 5512 母公司及最終控制者，亦為部分不動產/關係人交易相關方；2025 年第三季持有力麗店流通在外普通股 36.21%。
Competitors
- 晶華 2707 太魯閣晶英等高端觀光飯店品牌與公司風景區旅宿客群重疊；MoneyDJ 列太魯閣晶英為地理位置競爭同業。
- 雲品 2748 日月潭高端度假飯店主要競爭者；MoneyDJ 列雲品為競爭同業。
- 遠雄來 2712 遠雄悅來大飯店與花東觀光住宿市場相關；MoneyDJ 列遠雄悅來為競爭同業。
- 六福 2705 台股上市觀光飯店與旅遊休閒業者，與力麗店在國旅、餐旅、休閒住宿客群上有競爭。
- 夏都 2722 台股上櫃度假飯店業者，與力麗店在休閒度假住宿市場競爭。
- 國賓 2704 台股上市飯店業者，與力麗店同屬觀光餐旅產業，但據點與客群定位不完全相同。
- 礁溪老爺酒店 未上市；MoneyDJ 列礁溪老爺為地理位置競爭同業，與宜蘭度假住宿市場相關。
- 武陵富野度假村 未上市；MoneyDJ 列武陵富野度假村為競爭同業，與山區/生態旅遊住宿客群重疊。
- 漢來日月行館 未上市飯店品牌；MoneyDJ 列漢來日月行館為日月潭區域競爭同業。
Sources（10）
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.