| 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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| 2025/1/7 股價 |
19.45 |
法人買賣超合計(近一日) |
賣超 -908.061 張 |
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| 2025/1/7
漲跌 |
-0.45
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法人買賣超合計(近一週) |
賣超 -1583.52 張 |
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| 2025/1/7
漲跌幅 |
-2.26
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法人買賣超合計(近一月) |
賣超 -5439.13 張 |
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| 券 資 比 |
0.22
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自營連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 |
2.88% |
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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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| 2024 |
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| 2023 |
2024/06/07 |
0.56 |
0.00 |
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2024/07/04 |
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2.88% |
0% |
2.88% |
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| 2022 |
2023/05/31 |
1.08 |
0.00 |
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2023/06/29 |
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5.55% |
0% |
5.55% |
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| 2021 |
2022/06/17 |
2.40 |
0.00 |
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2022/07/19 |
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12.34% |
0% |
12.34% |
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| 機構估稅後EPS |
1.17 |
K(9) |
11.5 |
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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) |
24.88 |
D(9) |
14 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
16.62 |
周K(9) |
4.44 |
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0.4 |
0.4 |
1.2 |
1.6 |
1 |
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| 股價淨值比 |
0.78 |
周D(9) |
11.22 |
綜合評分: |
4.6 |
建議: |
觀望 |
目標價: |
22.37 |
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| 月線乖離率 |
-6 |
季線乖離率 |
-14.35 |
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2024/12/13 |
2024/12/20 |
2024/12/27 |
2025/1/3 |
2025/1/7 |
20*PE |
23.43 |
3*PB |
74.81 |
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| 股價 |
21.60 |
20.20 |
20.45 |
19.70 |
19.45 |
15*PE |
17.58 |
2*PB |
49.87 |
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| 成交量(千股) |
6,126 |
8,542 |
3,208 |
4,947 |
2,708 |
10*PE |
11.72 |
1*PB |
24.94 |
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| 資餘 |
5,715 |
5,872 |
5,886 |
5,313 |
5,353 |
5*PE |
5.86 |
0.5*PB |
12.47 |
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| 券餘 |
3 |
17 |
10 |
14 |
12 |
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| 季IFRS財報(損益單季) |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
202301 |
202204 |
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| 營業收入淨額(千) |
9,929,893
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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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| 營業成本(千) |
8,884,025
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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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| 營業毛利(千) |
1,045,868
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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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| 營業費用(千) |
766,016
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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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| 營業利益(千) |
315,657
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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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| 營業外收入及支出(千) |
305,221
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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 |
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| 稅前純益(千) |
620,878
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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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| 所得稅(千) |
220,176
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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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| 稅後純益(千) |
400,702
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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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| 其他綜合損益(千) |
-166,972 |
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 |
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| 綜合損益(千) |
233,730
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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 |
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| 原始每股稅前盈餘(元) |
0.75
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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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| 原始每股稅後盈餘(元) |
0.43
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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 |
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| 毛利率(%) |
10.53
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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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| 營業利益率(%) |
3.18
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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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| 稅後純益率(%) |
4.04
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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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| 稅後權益報酬率(%) |
1.83
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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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| 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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| 202412 |
3,063,377 |
37,208,664 |
-0.43 |
27.56
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18.40
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9,588,601
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21.65 |
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| 202411 |
3,076,758 |
34,145,287 |
-10.78 |
9.82
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17.64
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9,935,614
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23.09 |
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| 202410 |
3,448,466 |
31,068,529 |
1.12
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28.72
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18.48
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創近一年新高 |
10,054,544
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27.11 |
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| 202409 |
3,410,390 |
27,620,063 |
6.72
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31.62
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17.31
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2.07
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創近一年新高 |
9,929,893
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29.15 |
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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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| 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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| 5850 |
統一 |
386 |
397 |
11 |
1650 |
新加坡商瑞銀 |
-315 |
9 |
324 |
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| 9800 |
元大 |
166 |
226 |
60 |
8880 |
國泰 |
-229 |
28 |
257 |
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| 9300 |
華南永昌 |
103 |
113 |
10 |
1480 |
美商高盛 |
-190 |
6 |
196 |
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| 1040 |
臺銀證券 |
75 |
103 |
28 |
1560 |
港商野村 |
-174 |
0 |
174 |
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| 6160 |
中國信託 |
62 |
65 |
3 |
9200 |
凱基 |
-69 |
94 |
163 |
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| 9A00 |
永豐金 |
60 |
63 |
3 |
9200 |
凱基 |
-69 |
94 |
163 |
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| 7790 |
國票 |
36 |
42 |
6 |
1440 |
美林 |
-59 |
9 |
68 |
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| 9600 |
富邦 |
34 |
119 |
85 |
5260 |
美好 |
-43 |
7 |
50 |
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| 8450 |
康和 |
33 |
33 |
0 |
9100 |
群益金鼎 |
-36 |
38 |
74 |
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| 8150 |
台新 |
32 |
38 |
6 |
1020 |
合庫 |
-22 |
3 |
25 |
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| 20241118 |
台股跌196點收22,546點、退守季線 台積電跌至本月最低 |
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| 20241113 |
11月13日重要財經行事曆 |
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| 20241111 |
台股續演謝票行情 有影 |
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| 20241025 |
東元、華夏等24家上市公司 11月借證交所場地開法說 |
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| 20241006 |
中概股攻守兼備 法人卡位 |
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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 |
-30.5 |
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10日籌碼集中度 |
-19 |
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單日買賣超 |
-552 |
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| 5日籌碼集中度 |
-13.9 |
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20日籌碼集中度 |
-12.8 |
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累計買賣超 |
-3989 |
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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 |
3108 |
借券餘額 |
15196 |
千張大戶戶數 |
54 |
大戶比例 |
55.37 |
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更新日期： |
2025/1/7 19:23 |
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