厚生 (2107)
獲利率看起來不錯，營收還是不穩定。
這檔營建佔營收比已經超過五成了，應該要以資產營建股來考量，所以本益比拉不高。
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營建55.80%、橡膠皮22.30%、塑膠皮9.50%、乳膠皮6.50%、倉儲收入5.30%、其他0.60%、原料0.10% (2012年)
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獲利率看起來不錯，營收還是不穩定。
這檔營建佔營收比已經超過五成了，應該要以資產營建股來考量，所以本益比拉不高。
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營建55.80%、橡膠皮22.30%、塑膠皮9.50%、乳膠皮6.50%、倉儲收入5.30%、其他0.60%、原料0.10% (2012年)
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| 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 | 37.1 | (194) | - | (0.4) | 0.30 | 0.00 | 12/16股價 | 28.4 | ||
| 2006 | 36.8 | 3 | 212 | 0 | 0.4 | 0.00 | 0.00 | 預期報酬 | 16% | |
| 2007 | 36.8 | 2 | 183 | 85 | 0.3 | 0.35 | 0.00 | 淑$ | 29.2 | |
| 2008 | 36.5 | 12 | 880 | 100 | 1.7 | 0.35 | 0.00 | 報酬% | 15% | |
| 2009 | 36.1 | 16 | (56) | 1,131 | 29 | 2.2 | 0.50 | 0.00 | 貴$ | 72.8 |
| 2010 | 35.6 | 19 | 34 | 1,653 | 53 | 3.3 | 1.20 | 0.00 | 報酬% | 0% |
| 2011 | 34.4 | 13 | 11 | 1,205 | 79 | 2.4 | 2.60 | 0.00 | 現在PER | 8 |
| 2012 | 31.8 | 15 | 9 | 1,340 | 67 | 2.7 | 1.60 | 0.00 | 最終PER | 12 |
| 2013t | 30.2 | 19 | 4 | 1,823 | 67 | 3.7 | 1.80 | 0.00 | 預期配息 | 85% |
| 2013 | 28.4 | 17 | 15…平均ROE | |||||||
| GDP | 篩選器 | 介紹 | 新聞 | 股價圖 | 最近NAV$ | 20.6 | ||||
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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 |
| 102/11 | 238,633 | -45.57% | 256,215 | -6.86% | 3,834,528 | 19.80% |
| 102/10 | 438,388 | 14.05% | 345,558 | 26.86% | 3,595,895 | 22.12% |
| 102/09 | 384,385 | 53.00% | 184,458 | 108.39% | 3,157,507 | 21.49% |
| 102/08 | 251,228 | -18.20% | 249,242 | 0.80% | 2,773,122 | 14.85% |
| 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% |
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| 期別 | 102.3Q | 102.2Q | 102.1Q | 101.4Q | 101.3Q | 101.2Q | 101.1Q | 100.4Q |
| 獲利能力 | ||||||||
| 營業毛利率 | 56.55 | 66.07 | 45.08 | 54.74 | 53.73 | 57.66 | 24.22 | 45.81 |
| 營業利益率 | 47.02 | 57.42 | 30.34 | 43.83 | 42.28 | 46.81 | 10.69 | 33.37 |
| 稅前淨利率 | 51.4 | 58.49 | 42.7 | 43.49 | 46.35 | 47.35 | 11.67 | 33.23 |
| 稅後淨利率 | 47.76 | 53.95 | 39.97 | 40.91 | 43.95 | 44.54 | 9.81 | 28.09 |
| 每股淨值(元) | 20.56 | 19.54 | 19.57 | 19.49 | 18.84 | 17.81 | 18.32 | 17.92 |
| 每股營業額(元) | 1.9 | 3.24 | 1.21 | 1.66 | 1.7 | 2.7 | 0.83 | 1.72 |
| 每股營業利益(元) | 0.89 | 1.86 | 0.37 | 0.73 | 0.72 | 1.26 | 0.09 | 0.57 |
| 每股稅前淨利(元) | 0.97 | 1.9 | 0.52 | 0.72 | 0.79 | 1.28 | 0.1 | 0.57 |
| 股東權益報酬率 | 4.52 | 8.94 | 2.52 | 3.54 | 4.08 | 6.66 | 0.45 | 2.7 |
| 資產報酬率 | 3.64 | 7.21 | 2.08 | 2.84 | 3.13 | 5.21 | 0.38 | 2.27 |
| 每股稅後淨利(元) | 0.91 | 1.75 | 0.49 | 0.68 | 0.75 | 1.2 | 0.08 | 0.48 |
| 經營績效 | ||||||||
| 營收成長率 | 11.55 | 20 | 46.82 | -3.75 | 38.5 | 15.45 | -59.99 | -39.62 |
| 營業利益成長率 | 25.89 | 46.44 | 435.25 | 26.43 | 138.48 | 43.31 | -89.02 | -50.57 |
| 稅前淨利成長率 | 23.93 | 47.26 | 593.1 | 25.98 | 94.72 | 45.06 | -87.87 | -53.69 |
| 稅後淨利成長率 | 23.38 | 46.9 | 717.61 | 40.15 | 87.03 | 53.79 | -89.68 | -61.26 |
| 總資產成長率 | 5.68 | 6.12 | 9.51 | 13.26 | 11.5 | -7.01 | -35.33 | -37.02 |
| 淨值成長率 | 12.75 | 13.46 | 10.3 | 8.61 | 5.48 | -1.02 | -8.61 | -7.37 |
| 固定資產成長率 | -5.82 | -5.32 | -4.45 | -2.16 | -2.82 | N/A | -3.01 | -3.6 |
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