[新聞] 材料-KY第一季EPS 24.48元 創新高
原文標題:材料-KY第一季EPS 24.48元 創新高
原文連結:https://0rz.tw/Srg7v
發布時間:2024年5月10日 週五 下午5:17
記者署名:彭暄貽
原文內容:
材料-KY(4763)因絲束和醋片需求強勁及銷售價格持續調漲,暨絲束新產能擴增挹注,
第一季營收36.13億元,年增131%,創同期新高,毛利率67.3%,較去年同期增加約13個
百分點,稅後純益21.03億元,季增9%,年成長303%,EPS 24.48元,年增279%,創單
季歷史新高。
材料-KY認為,目前訂單能見度相當良好,年度訂單已陸續談妥,在平均銷售單價優於去
年,且有絲束新產擴充貢獻,營運樂觀看待成長動能延續。
材料-KY絲束第一季營收年增196%,惟醋片為因應絲束產能增加而增加自用比率減少外賣
,致醋片營收較去年同期減少19%。
材料-KY表示,絲束銷售價格優於去年,第一季毛利率與前季67.3%持平,營業淨利22.28
億元,季減4%,年成長246%。在絲束和醋片需求強勁及原物料成本維持低檔之情況下,
將持續努力提升生產效益、增加規模經濟,暨穩固產業地位,使核心獲利回歸增長。
因應絲束需求與營運成長,材料-KY預計7月中旬完成擴增9,000噸絲束產能,2025年1月再
擴增9,000噸的絲束產能,暨預計2025年第二季完成35,000噸醋片產能擴增。另東南亞設
廠(絲束)計畫,擬與當地大型菸草公司洽談合資,目前正按部就班去進行。
心得/評論:
材料-KY Q1 EPS:24.48、股價783
華城 Q1 EPS: 2.29、股價798
怎麼看起來....好像哪裡怪怪的 XDDDD
材料-KY今年7月、明年1月分別完成絲束產能擴產,原產能3.7萬噸再增加1.8萬噸
明年Q2完成醋片產能擴產,原產能3.5萬噸再增加3.5萬噸
今年EPS 100 up
明年EPS 200 up
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1715478132.A.69B.html
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※ 編輯: wen9008 (1.163.151.97 臺灣), 05/12/2024 09:46:57
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