2103 |
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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2103 台橡 |
實收資本額 |
8257 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1982/09/25 |
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發 言
人 |
王文淵 |
電 話 |
07-3513811 |
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地 址 |
高雄市大社區興工路2號 |
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產 業
別 |
傳產-橡膠 |
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主要產品 |
SBR、BR、TPE、TPR橡膠、上述產品之製造及其有關原物料及加工製品之進出口及銷售、生產及銷售汽電共生所產生之蒸汽及工商業用電、 |
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2024/9/16 股價 |
22.70 |
法人買賣超合計(近一日) |
買超 379 張 |
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2024/9/16
漲跌 |
0.35
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法人買賣超合計(近一週) |
買超
735.65 張 |
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2024/9/16
漲跌幅 |
1.57
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法人買賣超合計(近一月) |
賣超 -25.22 張 |
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券 資 比 |
0.07
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外資連2買 |
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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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2024/06/07 |
0.56 |
0.50 |
2014/07/15 |
2024/07/04 |
2.47% |
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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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2023 |
2024/06/07 |
0.56 |
0.00 |
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2024/07/04 |
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2.47% |
0% |
2.47% |
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2022 |
2023/05/31 |
1.08 |
0.00 |
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2023/06/29 |
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4.76% |
0% |
4.76% |
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2021 |
2022/06/17 |
2.40 |
0.00 |
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2022/07/19 |
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10.57% |
0% |
10.57% |
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2020 |
2021/08/04 |
0.36 |
0.00 |
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2021/08/25 |
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1.59% |
0% |
1.59% |
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機構估稅後EPS |
1.30 |
K(9) |
52.12 |
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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) |
24.69 |
D(9) |
36.73 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
17.46 |
周K(9) |
60.94 |
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1.6 |
1.2 |
1.2 |
1.2 |
1.5 |
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股價淨值比 |
0.92 |
周D(9) |
54.73 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
26.11 |
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月線乖離率 |
0.19 |
季線乖離率 |
-0.81 |
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2024/8/23 |
2024/8/30 |
2024/9/6 |
2024/9/13 |
2024/9/16 |
20*PE |
25.94 |
3*PB |
74.02 |
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股價 |
22.90 |
23.35 |
22.15 |
22.35 |
22.70 |
15*PE |
19.46 |
2*PB |
49.35 |
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成交量(千股) |
2,997 |
3,532 |
5,994 |
3,073 |
693 |
10*PE |
12.97 |
1*PB |
24.67 |
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資餘 |
5,785 |
5,701 |
5,818 |
5,752 |
5,743 |
5*PE |
6.49 |
0.5*PB |
12.34 |
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券餘 |
4 |
3 |
3 |
3 |
4 |
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季IFRS財報(損益單季) |
202402 |
202401 |
202304 |
202303 |
202302 |
202301 |
202204 |
202203 |
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營業收入淨額(千) |
8,944,708
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8,745,462
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7,882,207
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7,688,862
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7,742,090
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8,113,730
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7,483,811
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8,740,539
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營業成本(千) |
7,874,316
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7,693,955
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6,913,797
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6,961,838
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7,042,267
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7,200,521
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6,694,142
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7,516,878
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營業毛利(千) |
1,070,392
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1,051,507
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968,410
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727,024
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699,823
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913,209
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789,669
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1,223,661
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營業費用(千) |
696,267
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684,359
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657,317
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622,971
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656,478
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652,380
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626,757
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779,358
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營業利益(千) |
414,645
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415,966
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376,351
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164,596
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93,567
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313,402
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234,101
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526,343
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營業外收入及支出(千) |
175,824
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82,187
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89,248
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194,056
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94,316
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98,547
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-46,410 |
138,354
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稅前純益(千) |
590,469
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498,153
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465,599
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358,652
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187,883
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411,949
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187,691
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664,697
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所得稅(千) |
217,728
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193,717
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159,536
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125,582
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69,765
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102,273
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135,771
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221,061
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稅後純益(千) |
372,741
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304,436
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306,063
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233,070
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118,118
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309,676
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51,920
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443,636
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其他綜合損益(千) |
208,647
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669,424
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-869,014 |
1,201,403
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168,086
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294,643
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-248,420 |
450,055
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綜合損益(千) |
581,388
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973,860
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-562,951 |
1,434,473
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286,204
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604,319
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-196,500 |
893,691
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原始每股稅前盈餘(元) |
0.72
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0.60
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0.56
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0.43
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0.23
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0.50
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0.23
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0.81
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原始每股稅後盈餘(元) |
0.39
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0.32
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0.27
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0.19
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0.05
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0.31
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-0.01 |
0.48
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毛利率(%) |
11.97
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12.02
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12.29
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9.46
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9.04
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11.26
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10.55
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14.00
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營業利益率(%) |
4.64
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4.76
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4.77
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2.14
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1.21
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3.86
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3.13
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6.02
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稅後純益率(%) |
4.17
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3.48
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3.88
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3.03
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1.53
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3.82
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0.69
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5.08
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稅後權益報酬率(%) |
1.73
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1.45
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1.43
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1.09
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0.57
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1.50
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0.25
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2.15
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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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202408 |
3,195,688 |
24,209,673 |
-3.85 |
21.05
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15.54
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9,645,927
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27.85 |
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202407 |
3,323,815 |
21,013,985 |
6.31
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35.24
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14.75
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創近一年新高 |
9,393,914
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24.51 |
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202406 |
3,126,424 |
17,690,170 |
6.21
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27.78
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11.57
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1.32
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8,944,708
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15.53 |
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202405 |
2,943,675 |
14,563,746 |
2.40
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11.51
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8.61
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8,691,358
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6.18 |
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202404 |
2,874,609 |
11,620,071 |
0.05
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8.25
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7.90
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8,490,532
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3.51 |
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202403 |
2,873,074 |
8,745,462 |
4.75
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-0.60 |
7.79
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0.60
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8,745,462
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7.79 |
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202402 |
2,742,849 |
5,872,388 |
-12.36 |
3.25
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12.43
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8,273,902
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10.36 |
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202401 |
3,129,539 |
3,129,539 |
30.32
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21.92
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21.92
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創近一年新高 |
8,332,749
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11.71 |
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202312 |
2,401,514 |
31,426,889 |
-14.28 |
5.62
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-7.13 |
1.72
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創近一年新低 |
7,882,207
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5.32 |
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202311 |
2,801,696 |
29,025,375 |
4.58
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6.98
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-8.05 |
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8,071,825
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-0.1 |
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202310 |
2,678,997 |
26,223,679 |
3.39
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3.38
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-9.41 |
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7,910,086
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-4.08 |
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202309 |
2,591,132 |
23,544,682 |
-1.85 |
-9.70 |
-10.67 |
1.16
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7,688,862
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-12.03 |
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202308 |
2,639,957 |
20,953,550 |
7.41
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-5.22 |
-10.79 |
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7,544,548
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-13.96 |
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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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9600 |
富邦 |
159 |
210 |
51 |
9800 |
元大 |
-111 |
30 |
141 |
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9200 |
凱基 |
29 |
84 |
55 |
8150 |
台新 |
-75 |
1 |
76 |
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1560 |
港商野村 |
29 |
29 |
0 |
9A00 |
永豐金 |
-45 |
32 |
77 |
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1650 |
新加坡商瑞銀 |
28 |
74 |
46 |
5380 |
第一金 |
-29 |
0 |
29 |
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2180 |
亞東 |
26 |
46 |
20 |
8450 |
康和 |
-23 |
1 |
24 |
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1470 |
台灣摩根士丹利 |
24 |
42 |
18 |
8560 |
新光 |
-19 |
1 |
20 |
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1480 |
美商高盛 |
21 |
22 |
1 |
1040 |
臺銀證券 |
-16 |
1 |
17 |
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1440 |
美林 |
15 |
17 |
2 |
1230 |
彰銀 |
-16 |
0 |
16 |
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1590 |
花旗環球 |
15 |
15 |
0 |
8880 |
國泰 |
-12 |
1 |
13 |
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5920 |
元富 |
7 |
8 |
1 |
8840 |
玉山 |
-9 |
0 |
9 |
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20240808 |
上半年EPS/台橡0.71元 加碼擴產 |
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20240808 |
台橡財報/獲利、 EPS 大增 未來看好 |
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20240608 |
台橡看好庫存去化近尾聲 兩路衝營運 |
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20240522 |
台股大漲315點收21,551點
台積電漲23元收864元 雙雙創新高 |
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20240308 |
物美價廉股 攻守兼備 |
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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 |
19.5 |
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10日籌碼集中度 |
-14 |
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單日買賣超 |
135 |
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5日籌碼集中度 |
4.4 |
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20日籌碼集中度 |
-0.6 |
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累計買賣超 |
-456 |
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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 |
2752 |
借券餘額 |
14857 |
千張大戶戶數 |
58 |
大戶比例 |
56.06 |
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更新日期: |
2024/9/17 19:23 |
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