AMP Limited (AMP.AX) |
|
|
|
|
|
| 建議 | 合格 | ||
amp | 還原$ | ROE% | 4盈再% | 常利$m | YoY% | EPS$ | 股息$ | 拆股 | ||
2006/12 | 7.3 |
|
| 888 | - | 0.5 | 0.40 | 1:1 | 股價$ | 5.4 |
2007/12 | 6.9 | 36 |
| 863 | (3) | 0.5 | 0.46 | 1:1 | 預期報酬 | 37% |
2008/12 | 6.4 | 30 |
| 580 | (33) | 0.3 | 0.40 | 1:1 | 俗$ | 14.2 |
2009/12 | 6.0 | 36 |
| 739 | 27 | 0.4 | 0.30 | 1:1 | 報酬% | 15% |
2010/12 | 5.7 | 30 | (191) | 775 | 5 | 0.4 | 0.30 | 1:1 | 貴$ | 35.7 |
2011F | 5.4 | 26 | (372) | 775 | 0 | 1.5 | 0.00 | 1:1 | 報酬% | 0% |
| 5.39 | 26 | 32…平均ROE |
|
|
|
| 現在PER | 4 | |
|
|
|
|
|
|
|
|
| 最終PER | 12 |
|
|
|
|
|
|
|
|
| 預期配息 | 86% |
1.請再檢定:產品不變+高市占 / 會變+多角化 ? 2.仍須等到GDP低點才是買點 |
| |||||||||
|
|
|
|
|
|
| 最近NAV$ | 5.7 |
特別 | 特別股 | 特別股 | 少數 | |||||||||
amp | 長投$m | 固資$m | 存貨$m | 應收$m | 淨值$m | YoY% | 資產$m | 股數m | 股息$m | 可贖$m | 不可贖$m | 淨值$m |
2006/12 | 73,711 | 13,969 | 996 | 2,412 | - | 97,974 | 1,848 | 0 | 0 | 0 | 42 | |
2007/12 | 77,289 | 15,219 | 1,180 | 1,927 | (20) | 105,309 | 1,850 | 0 | 0 | 0 | 87 | |
2008/12 | 60,363 | 13,269 | 1,240 | 2,037 | 6 | 86,750 | 1,967 | 0 | 0 | 0 | 80 | |
2009/12 | 74,890 | 8,307 | 148 | 2,571 | 26 | 89,830 | 2,026 | 0 | 0 | 0 | 63 | |
2010/12 | 74,530 | 7,574 | 139 | 2,938 | 14 | 89,261 | 2,068 | 0 | 0 | 0 | 60 | |
#VALUE! | ||||||||||||
518 |
歡迎光臨 巴菲特班 洪瑞泰 (Michael On) (http://mikeon88.freebbs.tw/) | Powered by Discuz! 5.0.0 |