【時報記者張漢綺台北報導】光群雷 (2461) 中國市場開拓有成,繼與青島及湖南長沙菸廠簽約建立合資廠,供應中菸廠菸印雷射標籤,近期將再與雲南菸廠設立合資廠,成為大陸菸廠最大雷射材料供應商,在合資廠效益陸續顯現,加上光群中國集團將返台掛牌,法人預估,光群中國集團明年營收可望較今年成長30%,加上光群中國回台承銷利益,明年中國大陸對光群雷獲利貢獻可望達6億元,每股盈餘貢獻挑戰5元。
光群雷積極搶進大陸菸市,去年先與湖南長沙中菸廠簽下合資廠約,其中光群雷持股49%,並由光群雷取得主導權,由光群雷負責經營及菸盒雷射標籤,目前已開始運作,未來不排除將獨立成一家新公司,在青島部分,光群雷也與青島菸廠簽下合資廠約,預計下半年開始運作,而公司近期亦與雲南菸廠洽談設立合資廠,預計第4季可以談定,在大陸菸廠訂單陸續到手下,光群雷今年大陸地區營收上看4.4億人民幣(約台幣20億元),獲利貢獻約台幣1.2億元,明年可望較今年成長30%,營收上看人民幣5.6億元(約台幣28億元),獲利貢獻約台幣1.5億元。
光群雷24日董事會通過光群中國回台掛牌案,公司初估,此次回台掛牌,可望貢獻光群母公司約5億元承銷利益,加上大陸區獲利貢獻,明年中國光群獲利貢獻即達6億元,每股盈餘貢獻可望挑戰5元。這一檔盤整多時 轉投資光耀轉興櫃 光群雷中國回台上市 股價19元 是否有漲一倍機會???
On 2009/10/15 13:20Business Times, Yuan Hao Ting, Zhang (Qing war) text / Taipei
Mainland Chinese coming to Taiwan soon, quiet 20-year-old asset stocks subject again to return to the stock market, Shilin Sambos share price soaring, with customers to buy land and commercial real estate wave of four. In the past in order to export-oriented veteran asset stocks, due to plant very early time, including Tatung (2371), China Power (2412), GTM (1437), Mask (2338) and other companies, have become "house is" asset shares, while the Blue (2362) In mainland China intends to re-store re-title the subject of REITs, stock prices also benefit from them.
Electronics shares, the most assets of the company relative devaluation of Datong and the Chinese power, but Chinas land constraints for the operation of electricity use, assets are not subject to open space is always sway the remaining shares of the technology assets of the recent strong play theme, stock prices have piece of heaven.
Tatung in Taiwans sitting on 450,000 ping of land, mainly in Taipei City and County Digest, in which Taipei City alone essence of the land area 395,000 square feet of land outside the city of Taipei, but also Itabashi plant, Keelung and plants, and in factory land, brokers estimated the overall value of the land equivalent to earnings per share of about 13 yuan, the most important group of assets, shares of the theme.
Tatung Group is also specially set up Hisashi asset development, is responsible for activation of the Working Groups assets over the past three years, are made by residential development, also work as a commercial building, property management, we should not rule out the purchase to build a shopping center.
Most of the land property is located in Datong Taipei City and County, Hisashi assets Tatung launched last year to build tomorrows world case, the base area of nearly 2,000 square feet, and once the price to 800,000 yuan per ping, a record high in the South the housing market, the total sales of 5 billion point of view yuan. In addition, Tatung tomorrows world to build the second phase will also develop business case, rental housing, in turn prices rose, led by the development of the potential benefits expected to reach 7 billion to 8 billion yuan.
Datong in Taipei City land assets, but also located in the Zhongshan North Road, Tatung Company, brokers estimated that an area of more than 1 ping, Beitou plant clearance later, up to more than 4,000 square feet, according to broker estimates, the cost of about 4.1 billion, 900 million yuan. Datong land mostly belongs to its own nature, so there is no pressure on lending. Broker estimates, Tatung important land assets of nearly 40 million pyeong, after re-estimated the value of up to 13.7 billion yuan.
Gtm ring in Taipei County Hsinchuang MRT line and the MRT line, cross-nod land near the former village station with combined assets of up to 10,928 square feet, and is divided into the five large segment of civilization, are in the first two kilometers before the village station within a distance of Also in the new village Fukutoshin area, the location can be very advantageous.
One of the most land in Hong Fu Duan Fang Zheng is the first update before the village priority development areas in the region belong to the first business precinct, will be base for international business and business service centers (hotels, conference centers, department stores, financial institutions) for the development of focus; is the second business precinct into areas, because of the updated unit of land and buildings involved in the most complex of property rights will be the latest development.
Another great garden plant gtm land assets have 29,334 square feet, and close to the Taoyuan aviation city has leased land preparation is expected to benefit from direct links and Aviation City, effective follow-up development potential is quite amazing, legal persons in order to market conditions estimated price per ping 60000 with a total market will reach 1.76 billion yuan, in the NT dollar appreciation, assets subject effects of fermentation, the GTM is located in Hsinchuang, Taipei and Taoyuan areas of land assets is still expected to continue to enhance the value of the next.
| K Laser China Group Co., Ltd | NTD | 461,984 | 12,175 | 72.00 | 1,271,745 | 權益法 |
| 光群雷9月合併營收2.81億、月增6.09%,年增18.58%
(98/10/09 18:20:51) |
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證交所重大訊息公告 98年01月份至09月份累積合併營業額約為新台幣2,172,258仟元,較去年同期累積合併營業額約為新台幣2,487,306仟元減少12.67%,其中大陸部份98年09月份營收約為新台幣190,496仟元,較98年08月份營業額約為新台幣160,374仟元成長18.78%,較97年09月份營業額約為新台幣139,543仟元成長36.51%,大陸部份98年01月份至09月份累積合併營業額約為新台幣1,404,661仟元,較去年同期累積合併營業額約為新台幣1,464,113仟元減少4.06%。 |