2107 |
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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2107 厚生 |
實收資本額 |
3036 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1992/03/03 |
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發 言
人 |
黃慧女闌 |
電 話 |
(02)23700988 |
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地 址 |
臺北市漢口街一段82號8樓 |
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產 業
別 |
傳產-橡膠 |
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主要產品 |
橡膠皮37.85%、倉儲收入20.91%、營建16.42%、綠塑皮12.84%、塑膠皮9.7%(生產銷售橡膠皮、生產銷售塑膠皮、生產銷售乳膠皮) |
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2025/5/2 股價 |
25.90 |
法人買賣超合計(近一日) |
賣超 -62.048 張 |
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2025/5/2
漲跌 |
0.95
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法人買賣超合計(近一週) |
賣超 -317.05 張 |
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2025/5/2
漲跌幅 |
3.81
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法人買賣超合計(近一月) |
賣超 -1242.69 張 |
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券 資 比 |
0.00
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外資連2賣 |
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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 |
1.30 |
0.58 |
2000/07/06 |
2024/07/01 |
5.02% |
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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 |
2025/06/13 |
1.40 |
0.00 |
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5.41% |
0% |
5.41% |
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2023 |
2024/06/07 |
1.30 |
0.00 |
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2024/07/01 |
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5.02% |
0% |
5.02% |
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2022 |
2023/06/09 |
1.20 |
0.00 |
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2023/07/05 |
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4.63% |
0% |
4.63% |
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2021 |
2022/06/08 |
1.20 |
0.00 |
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2022/07/01 |
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4.63% |
0% |
4.63% |
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機構估稅後EPS |
2.01 |
K(9) |
71.78 |
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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) |
43.28 |
D(9) |
56.92 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.89 |
周K(9) |
61.15 |
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1.6 |
1.2 |
1.6 |
2 |
1.5 |
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股價淨值比 |
0.60 |
周D(9) |
63.13 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
29.79 |
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月線乖離率 |
3.92 |
季線乖離率 |
0.17 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
40.16 |
3*PB |
129.50 |
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股價 |
26.50 |
25.20 |
25.10 |
24.80 |
25.90 |
15*PE |
30.12 |
2*PB |
86.33 |
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成交量(千股) |
1,342 |
5,790 |
1,284 |
1,112 |
1,524 |
10*PE |
20.08 |
1*PB |
43.17 |
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資餘 |
830 |
1,044 |
981 |
936 |
946 |
5*PE |
10.04 |
0.5*PB |
21.58 |
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券餘 |
0 |
2 |
3 |
0 |
0 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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357,149
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381,440
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471,299
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271,355
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304,946
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296,960
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420,961
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營業成本(千) |
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233,659
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256,004
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332,700
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186,072
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206,915
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205,186
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297,165
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營業毛利(千) |
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123,490
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125,436
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138,599
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85,283
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98,031
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91,774
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123,796
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營業費用(千) |
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70,346
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48,494
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58,898
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47,324
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67,467
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58,735
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54,367
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營業利益(千) |
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53,144
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76,942
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79,701
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37,959
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30,564
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33,039
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69,429
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營業外收入及支出(千) |
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4,238
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136,547
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190,509
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74,590
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-24,101 |
203,730
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215,900
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稅前純益(千) |
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57,382
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213,489
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270,210
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112,549
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6,463
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236,769
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285,329
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所得稅(千) |
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27,619
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15,131
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32,555
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4,865
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-88 |
29,545
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31,450
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稅後純益(千) |
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29,763
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198,358
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237,655
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107,684
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6,551
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207,224
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253,879
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其他綜合損益(千) |
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-247,352 |
-351,358 |
706,429
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452,176
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342,163
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92,730
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161,602
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綜合損益(千) |
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-217,589 |
-153,000 |
944,084
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559,860
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348,714
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299,954
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415,481
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原始每股稅前盈餘(元) |
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0.19
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0.70
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0.89
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0.37
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0.02
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0.78
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0.85
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原始每股稅後盈餘(元) |
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0.10
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0.65
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0.78
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0.35
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0.02
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0.68
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0.75
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毛利率(%) |
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34.58
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32.88
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29.41
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31.43
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32.15
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30.90
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29.41
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營業利益率(%) |
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14.88
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20.17
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16.91
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13.99
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10.02
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11.13
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16.49
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稅後純益率(%) |
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8.33
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52.00
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50.43
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39.68
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2.15
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69.78
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60.31
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稅後權益報酬率(%) |
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0.22
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1.48
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1.80
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0.85
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0.05
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1.72
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2.10
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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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202504 |
0 |
0 |
0.00 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
123,151 |
392,604 |
-33.81 |
17.89
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44.68
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392,604
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44.68 |
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202502 |
186,064 |
269,453 |
123.13
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130.05
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61.45
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423,344
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43.74 |
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202501 |
83,389 |
83,389 |
-45.81 |
-3.05 |
-3.05 |
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344,711
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15.06 |
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202412 |
153,891 |
1,481,243 |
43.25
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20.57
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8.92 |
2.15 |
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358,296
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16.99 |
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202411 |
107,431 |
1,328,498 |
10.78
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24.98
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7.71 |
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367,036
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35.91 |
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202410 |
96,974 |
1,221,067 |
-40.37 |
4.63 |
6.42 |
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365,763
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22.03 |
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202409 |
162,631 |
1,124,094 |
53.20
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77.90
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6.57 |
1.96 |
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381,439
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28.45 |
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202408 |
106,158 |
961,462 |
-5.76 |
-8.19 |
-0.20 |
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432,947
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2.44 |
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202407 |
112,650 |
855,304 |
-47.39 |
25.29
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0.89 |
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469,383
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15.16 |
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202406 |
214,139 |
742,654 |
50.17
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-1.37 |
-2.00 |
1.26 |
創近一年新高 |
471,299
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11.95 |
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202405 |
142,594 |
528,515 |
24.46
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41.77
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-2.25 |
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361,619
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2.66 |
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202404 |
114,566 |
385,921 |
9.68
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10.93
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-12.31 |
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299,906
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-15.4 |
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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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9200 |
凱基 |
154 |
204 |
50 |
9800 |
元大 |
-250 |
85 |
335 |
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8840 |
玉山 |
51 |
52 |
1 |
1040 |
臺銀證券 |
-25 |
2 |
27 |
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1560 |
港商野村 |
34 |
34 |
0 |
9600 |
富邦 |
-23 |
25 |
48 |
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9A00 |
永豐金 |
29 |
40 |
11 |
6910 |
德信 |
-18 |
0 |
18 |
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1650 |
新加坡商瑞銀 |
27 |
48 |
21 |
1590 |
花旗環球 |
-18 |
0 |
18 |
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1440 |
美林 |
17 |
24 |
7 |
5850 |
統一 |
-17 |
7 |
24 |
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7790 |
國票 |
17 |
17 |
0 |
5920 |
元富 |
-11 |
10 |
21 |
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9100 |
群益金鼎 |
14 |
67 |
53 |
9300 |
華南永昌 |
-9 |
17 |
26 |
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5380 |
第一金 |
13 |
15 |
2 |
8710 |
陽信 |
-5 |
0 |
5 |
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8440 |
摩根大通 |
11 |
11 |
0 |
7000 |
兆豐 |
-5 |
7 |
12 |
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20241025 |
昱厚叩關美國市場 邁步 |
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20240527 |
昱厚攻新藥 擬現增2.4億 |
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20240508 |
國賓首季獲利年增6倍 股價漲停鎖死創34年新高 |
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20240429 |
寬量國際:台灣生技業正進入「第三波浪潮」 生技上市櫃熱潮來臨 |
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20240427 |
興櫃一周回顧/昱厚生技勁揚四成 居冠 |
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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 |
-1.7 |
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10日籌碼集中度 |
-6.8 |
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單日買賣超 |
-14 |
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5日籌碼集中度 |
-2.2 |
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20日籌碼集中度 |
5.1 |
優 |
累計買賣超 |
-84 |
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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 |
855 |
借券餘額 |
915 |
千張大戶戶數 |
38 |
大戶比例 |
51.87 |
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更新日期: |
2025/5/2 19:31 |
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