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Back大車隊法說會:APP會員破千萬、上半年EPS 4.86元
大車隊法說會:APP會員破千萬、上半年EPS 4.86元
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自由时报26 minutes agoBusiness2 min readChinaView translation

大車隊法說會:APP會員破千萬、上半年EPS 4.86元

大車隊近年營運持續成長,執行長林念臻今日表示,公司55688 APP會員數已突破千萬、全台合作駕駛則超過2.9萬台。

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運輸業者大車隊(2640)舉辦法人說明會,公布第2季稅後淨利1.48億元,每股盈餘2.49元。執行長林念臻表示,55688 APP會員數已突破千萬,全台合作駕駛逾2.9萬台,下半年將持續深化生活服務與出行業務。

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Why It Matters

大車隊為台灣數位雲端類股運輸業者,核心業務包含計程車媒合與周邊生活服務。

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大車隊今日舉辦法說會。

掛牌數位雲端類股的運輸業者大車隊(2640)近年營運持續成長,執行長林念臻今日表示,公司55688 APP會員數已突破千萬、全台合作駕駛則超過2.9萬台,下半年將持續提升出行業務的派遣效率、乘車供給、節能減碳車隊等核心服務,並加大生活服務投資、深化會員經營,以追求營運穩健成長。

大車隊第2季稅後淨利為1.48億元,季增5%、年增17%,每股盈餘(EPS)2.49元,上半年稅後淨利則為2.88億元,每股盈餘4.86元;8月、前8月營收也雙雙登頂,8月營收2.99億元,月增2%、年增19%,前8月累計營收為22.6億元、年增10%。

目前大車隊核心業務仍為計程車媒合服務、佔營收比重44%,且上半年累計成長達12.4%,並且是三大業務中毛利表現最好的;而含車輛周邊配件、福利品等平台周邊銷售則佔營收比重31%;代駕、居家清潔等生活服務媒合則佔比26%,三大業務都維持雙位數成長。

不過大車隊也表示,台灣派車、計程車服務市場成熟,居家清潔媒合也有競業想加入市場,競爭對手不少,不過以平常心看待,看市場有大者恆大的效應,大車隊在服務、平台面向建構完善,未來將持續深化以追求成長;也看市場會維持平穩擴張,下半年、明年上半年營運將維持相同成長幅度。

Open Questions

  • 未來新競爭對手加入對市佔率的實際影響為何?

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