| 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36.06%、倉儲收入21.98%、塑膠皮14.86%、綠塑皮14.77%、營建12.31%(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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| 2024/5/17 股價 |
26.80 |
法人買賣超合計(近一日) |
買超 28 張 |
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| 2024/5/17
漲跌 |
0.05
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法人買賣超合計(近一週) |
買超
260 張 |
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| 2024/5/17
漲跌幅 |
0.19
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法人買賣超合計(近一月) |
買超
1458.59 張 |
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| 券 資 比 |
0.00
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外資連3買 |
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自營連3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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| 2023/06/09 |
1.20 |
0.58 |
2000/07/06 |
2023/07/05 |
4.48% |
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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 |
1.30 |
0.00 |
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4.85% |
0% |
4.85% |
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| 2022 |
2023/06/09 |
1.20 |
0.00 |
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2023/07/05 |
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4.48% |
0% |
4.48% |
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| 2021 |
2022/06/08 |
1.20 |
0.00 |
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2022/07/01 |
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4.48% |
0% |
4.48% |
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| 2020 |
2021/08/05 |
1.50 |
0.00 |
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2021/08/24 |
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5.6% |
0% |
5.6% |
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| 機構估稅後EPS |
1.81 |
K(9) |
35.52 |
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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) |
42.70 |
D(9) |
40.33 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
14.81 |
周K(9) |
78.08 |
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1.2 |
1.6 |
1.6 |
0.8 |
1.5 |
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| 股價淨值比 |
0.63 |
周D(9) |
75.09 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
28.14 |
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| 月線乖離率 |
1.07 |
季線乖離率 |
7.05 |
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2024/4/19 |
2024/4/26 |
2024/5/3 |
2024/5/10 |
2024/5/17 |
20*PE |
36.22 |
3*PB |
127.62 |
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| 股價 |
25.55 |
25.90 |
26.95 |
26.95 |
26.80 |
15*PE |
27.16 |
2*PB |
85.08 |
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| 成交量(千股) |
3,873 |
5,078 |
7,027 |
4,529 |
2,637 |
10*PE |
18.11 |
1*PB |
42.54 |
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| 資餘 |
1,537 |
1,761 |
2,108 |
1,863 |
1,779 |
5*PE |
9.05 |
0.5*PB |
21.27 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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| 季IFRS財報(損益單季) |
202401 |
202304 |
202303 |
202302 |
202301 |
202204 |
202203 |
202202 |
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| 營業收入淨額(千) |
271,355
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304,946
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296,960
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420,961
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336,851
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441,043
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386,913
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524,388
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| 營業成本(千) |
186,072
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206,915
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205,186
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297,165
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229,841
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303,767
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271,100
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321,385
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| 營業毛利(千) |
85,283
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98,031
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91,774
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123,796
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107,010
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137,276
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115,813
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203,003
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| 營業費用(千) |
47,324
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67,467
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58,735
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54,367
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40,436
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90,956
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56,830
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59,290
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| 營業利益(千) |
37,959
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30,564
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33,039
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69,429
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66,574
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46,320
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58,983
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143,713
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| 營業外收入及支出(千) |
74,590
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-24,101 |
203,730
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215,900
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-2,935 |
-32,545 |
310,082
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129,903
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| 稅前純益(千) |
112,549
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6,463
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236,769
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285,329
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63,639
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13,775
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369,065
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273,616
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| 所得稅(千) |
4,865
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-88 |
29,545
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31,450
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12,416
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2,030
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49,545
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57,559
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| 稅後純益(千) |
107,684
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6,551
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207,224
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253,879
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51,223
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11,745
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319,520
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216,057
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| 其他綜合損益(千) |
452,176
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342,163
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92,730
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161,602
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166,432
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-23,366 |
-183,593 |
-329,692 |
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| 綜合損益(千) |
559,860
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348,714
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299,954
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415,481
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217,655
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-11,621 |
135,927
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-113,635 |
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| 原始每股稅前盈餘(元) |
0.37
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0.02
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0.78
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0.85
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0.19
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0.04
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1.09
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0.80
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| 原始每股稅後盈餘(元) |
0.35
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0.02
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0.68
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0.75
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0.15
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0.03
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0.95
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0.63
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| 毛利率(%) |
31.43
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32.15
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30.90
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29.41
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31.77
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31.13
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29.93
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38.71
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| 營業利益率(%) |
13.99
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10.02
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11.13
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16.49
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19.76
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10.50
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15.24
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27.41
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| 稅後純益率(%) |
39.68
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2.15
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69.78
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60.31
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15.21
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2.66
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82.58
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41.20
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| 稅後權益報酬率(%) |
0.85
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0.05
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1.72
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2.10
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0.43
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0.10
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2.69
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1.78
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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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| 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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| 202403 |
104,459 |
271,355 |
29.15
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-29.61 |
-19.44 |
0.37
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271,355
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-19.44 |
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| 202402 |
80,881 |
166,896 |
-5.97 |
-21.32 |
-11.43 |
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創近一年新低 |
294,527
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-11.28 |
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| 202401 |
86,015 |
86,015 |
-32.61 |
0.45
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0.45
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299,602
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-24.45 |
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| 202312 |
127,631 |
1,359,718 |
48.48
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-11.09 |
-29.81 |
1.95
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306,272
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-30.85 |
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| 202311 |
85,956 |
1,233,412 |
-7.26 |
-48.65 |
-31.31 |
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270,060
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-33.67 |
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| 202310 |
92,685 |
1,147,456 |
1.38
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-29.78 |
-29.53 |
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299,735
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-25.53 |
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| 202309 |
91,419 |
1,054,772 |
-20.94 |
-15.15 |
-29.50 |
1.93
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296,959
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-23.25 |
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| 202308 |
115,631 |
963,352 |
28.61
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-28.96 |
-30.62 |
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422,655
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5.06 |
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| 202307 |
89,909 |
847,721 |
-58.59 |
-22.76 |
-30.84 |
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407,603
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-1.26 |
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| 202306 |
217,115 |
757,812 |
115.87
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76.34
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-31.68 |
1.15
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創近一年新高 |
420,976
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-19.72 |
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| 202305 |
100,579 |
540,697 |
-2.62 |
-41.96 |
-45.17 |
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352,261
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-39.64 |
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| 202304 |
103,282 |
440,118 |
-30.40 |
-54.70 |
-45.86 |
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354,485
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-48.71 |
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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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| 9800 |
元大 |
77 |
108 |
31 |
9100 |
群益金鼎 |
-80 |
24 |
104 |
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| 9600 |
富邦 |
44 |
55 |
11 |
7790 |
國票 |
-31 |
10 |
41 |
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| 8560 |
新光 |
25 |
25 |
0 |
7790 |
國票 |
-31 |
10 |
41 |
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| 1560 |
港商野村 |
16 |
16 |
0 |
9A00 |
永豐金 |
-28 |
14 |
42 |
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| 1480 |
美商高盛 |
14 |
14 |
0 |
9200 |
凱基 |
-22 |
88 |
110 |
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| 1470 |
台灣摩根士丹利 |
10 |
11 |
1 |
5850 |
統一 |
-21 |
32 |
53 |
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| 1040 |
臺銀證券 |
9 |
10 |
1 |
1440 |
美林 |
-12 |
2 |
14 |
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| 5920 |
元富 |
7 |
11 |
4 |
5460 |
寶盛 |
-11 |
0 |
11 |
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| 6380 |
光和 |
7 |
7 |
0 |
8840 |
玉山 |
-10 |
4 |
14 |
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| 8150 |
台新 |
5 |
6 |
1 |
8880 |
國泰 |
-5 |
15 |
20 |
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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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| 20240422 |
橡膠股未來展望看俏 這檔盤中改寫逾4年新高 |
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| 20231127 |
厚生等29家公司12月假證交所場地 自行舉辦法人說明會 |
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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 |
-16.4 |
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10日籌碼集中度 |
7 |
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單日買賣超 |
-84 |
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| 5日籌碼集中度 |
-1.2 |
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20日籌碼集中度 |
1.2 |
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累計買賣超 |
308 |
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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 |
672 |
借券餘額 |
1181 |
千張大戶戶數 |
39 |
大戶比例 |
50.29 |
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