厚生 (2107)

厚生 (2107)

營收看起來不太穩定，營益率亦然。先觀察第三季營益率。

厚生 (2107)：橡膠工業					厚生	橡膠工業	董監	7%	建議
2107	還原$	ROE%	4盈再%	常利$m	配息%	EPS$	股息$	股子
2005	33.0			(194)	-	(0.4)	0.30	0.00	09/06股價	24.3
2006	32.7	3		212	0	0.4	0.00	0.00	預期報酬	18%
2007	32.7	2		183	85	0.3	0.35	0.00	淑$	28.4
2008	32.4	12		880	100	1.7	0.35	0.00	報酬%	15%
2009	32.0	16	(56)	1,131	29	2.2	0.50	0.00	貴$	70.7
2010	31.5	19	34	1,653	53	3.3	1.20	0.00	報酬%	0%
2011	30.3	13	11	1,205	79	2.4	2.60	0.00	現在PER	7
2012	27.7	15	9	1,340	67	2.7	1.60	0.00	最終PER	12
2013t	26.1	18	4	1,745	67	3.5	1.80	0.00	預期配息	85%
2013	24.3	16	15…平均ROE
				GDP	篩選器	介紹	新聞	股價圖	最近NAV$	19.5

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年/月	合併營收	月增率	去年同期	年增率	累計營收	年增率
102/07	307,114	-44.35%	411,429	-25.35%	2,521,894	16.47%
102/06	551,894	-1.72%	843,294	-34.55%	2,214,780	26.28%
102/05	561,542	12.78%	275,405	103.90%	1,662,886	82.62%
102/04	497,930	22.78%	224,154	122.14%	1,101,344	73.40%
102/03	405,531	393.41%	175,531	131.03%	603,414	46.82%
102/02	82,190	-28.96%	116,824	-29.65%	197,883	-15.96%
102/01	115,693	-48.04%	118,642	-2.49%	115,693	-2.49%
101/12	222,656	-13.10%	364,566	-38.93%	3,423,408	-6.39%
101/11	256,215	-25.85%	367,699	-30.32%	3,200,752	-2.78%
101/10	345,558	87.34%	124,288	178.03%	2,944,537	0.68%
101/09	184,458	-25.99%	196,709	-6.23%	2,598,979	-7.19%
101/08	249,242	-39.42%	195,180	27.70%	2,414,521	-7.27%
101/07	411,429	-51.21%	218,295	88.47%	2,165,280	-10.10%
101/06	843,294	206.20%	342,105	146.50%	1,753,851	-19.92%
101/05	275,405	22.86%	367,759	-25.11%	910,557	-50.73%
101/04	224,154	27.70%	453,237	-50.54%	635,152	-57.10%
101/03	175,531	50.25%	570,705	-69.24%	410,997	-59.99%
101/02	116,824	-1.53%	183,468	-36.32%	235,466	-48.41%
101/01	118,642	-67.46%	272,973	-56.54%	118,642	-56.54%

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期別	102.2Q	102.1Q	101.4Q	101.3Q	101.2Q	101.1Q	100.4Q	100.3Q
獲利能力
營業毛利率	66.07	45.08	54.74	53.73	57.66	24.22	45.81	35.37
營業利益率	57.42	30.34	43.83	42.28	46.81	10.69	33.37	24.56
稅前淨利率	58.49	42.7	43.49	46.35	47.35	11.67	33.23	32.97
稅後淨利率	53.95	39.97	40.91	43.95	44.54	9.81	28.09	32.55
每股淨值(元)	19.54	19.57	19.49	18.84	17.81	18.32	17.92	17.67
每股營業額(元)	3.24	1.21	1.66	1.7	2.7	0.83	1.72	1.23
每股營業利益(元)	1.86	0.37	0.73	0.72	1.26	0.09	0.57	0.3
每股稅前淨利(元)	1.9	0.52	0.72	0.79	1.28	0.1	0.57	0.4
股東權益報酬率	8.94	2.52	3.54	4.08	6.66	0.45	2.7	2.23
資產報酬率	7.21	2.08	2.84	3.13	5.21	0.38	2.27	1.68
每股稅後淨利(元)	1.75	0.49	0.68	0.75	1.2	0.08	0.48	0.39

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