2013-03-03

新增選股 - 5234 達興

5234 達興 (3/1, 61.3)

友達(2409)月營收明細
單位:仟元
/
合併營收
月增率
去年同期
年增率
累計營收
年增率
102/01
28,594,917
-10.80%
21,705,583
31.74%
28,594,917
31.74%
101/12
32,055,386
-5.44%
27,715,671
15.66%
378,475,221
-0.33%
101/11
33,900,930
1.35%
30,579,406
10.86%
346,419,835
-1.58%
101/10
33,448,193
-6.97%
31,210,263
7.17%
312,518,905
-2.77%
101/09
35,955,327
2.43%
32,914,787
9.24%
279,067,867
-3.84%
101/08
35,103,151
10.67%
33,273,307
5.50%
243,112,540
-5.51%
101/07
31,719,201
-5.11%
32,739,010
-3.11%
208,009,390
-7.15%
101/06
33,426,082
6.45%
31,272,579
6.89%
176,290,189
-7.84%
101/05
31,401,908
3.43%
33,602,754
-6.55%
142,864,107
-10.71%
101/04
30,360,549
-3.44%
33,174,261
-8.48%
111,462,199
-11.82%
101/03
31,440,854
12.47%
35,946,859
-12.54%
81,101,650
-13.01%
101/02
27,955,213
28.79%
27,095,033
3.17%
49,660,795
-13.31%
101/01
21,705,583
-21.68%
30,187,946
-28.10%
21,705,583
-28.10%
達興主要客戶:  2409, 連續數月營收YOY轉正

/
營業收入
月增率
去年同期
年增率
累計營收
年增率
102/01
326,012
226,988
43.63%
326,012
43.63%
101/12
302,431
4.70%
215,116
40.59%
3,255,515
12.20%
101/11
288,866
-5.72%
205,480
40.58%
2,953,084
9.93%
101/10
306,392
1.99%
238,648
28.39%
2,664,218
7.39%
101/09
300,407
9.82%
273,628
9.79%
2,357,826
5.15%
101/08
273,549
2.80%
265,912
2.87%
2,057,419
4.51%
101/07
266,106
-4.93%
253,806
4.85%
1,783,870
4.77%
101/06
279,920
7.43%
220,343
27.04%
1,517,764
4.75%
101/05
260,570
-3.73%
258,114
0.95%
1,237,844
0.75%
101/04
270,664
2.67%
247,016
9.57%
977,274
0.70%
101/03
263,625
22.05%
250,804
5.11%
706,610
-2.33%
101/02
215,997
-4.84%
228,755
-5.58%
442,985
-6.28%
101/01
226,988
5.52%
243,889
-6.93%
226,988
-6.93%
達興連續三個月YOY大幅成長,一月營收創下歷史新高

期別
101.3Q
101.2Q
101.1Q
營業利益率
14.27
12.89
8.52
每股稅後淨利
1.18
1.11
0.69
應收帳款週轉
0.76
0.81
0.77
存貨週轉率
4.09
4.25
4.07
存貨營收比
0.19
0.16
0.21
營益率逐步攀升,應收帳款周轉率、存貨週轉率與存貨營收比無明顯變化。

達興於2012曾辦理現金增資,目前股本為8.89億元。
第四季季營收為897.7M,若稅後淨利率不變為11.65%4Q12 EPS(E): 1.18
若友達營收持續好轉,達興營收必定再創新高。
二月走勢幾乎完全受投信影響,目前投信再度轉賣為買。

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