Transcript


2
()

3
1 25.33% 4
4

5
1.
25.33%
(2883 TT/2883.TW) (2823 TT/2823.TW)
880,000
(25.33%)
6
352017.3%
) 100

7

8


()2015512.20173313. (15)(17.5)
(35) 4. ()()105. CDIB Capital Asia Partners(4.05)(1.0)






1




10
2.
11
537
436
299 290 276 218 204 198 195 165 161 151 135 132 124
38 32






3.3 3.3 3.2 2.6 2.5 2.2 2.2 1.9 1.7 1.6
0.9 0.3 0.3

4.5 12.8 10.3 9.9 6.7 6.6 6.4 5.2 5.1 16.7 4.4 3.9 3.4 3.2 1.9 0.6 0.5
4.8 12.7 8.7 8.5 8.0 6.4 5.9 5.8 5.7 15.7 4.7 4.4 3.9 3.9 3.6 1.1 0.9
(%)
(%)
12
/
13



()
() 10bps10
14

2.
15

16

4.9%1


2012
6662017
477


2.
17





18
A .
19
A.
55
2823
1,107.3 1,202.6
1,323.7 1,342.9
1H2017
20




– 1
1. x 10% + 2 x 20% +…+ 5 x 50% + 6() x 100%; 2.
51%
2014 2015 2016 1Q 2017
- - -
-
22.8 38.8 36.2 8.4
7% 8% 36% 28%
- - -
-
83.9 83.1 90.6 21.5
5% 8% 8% 14%
22.8 38.8 36.2 8.4
2% 4% 6% 9%
67% 60% 61% 59%
2% 2% 2% 2%
16% 16% 14% 11%
13% 18% 17% 19%
83.9 83.1 90.6 21.5
21
2014
2017
0.40%
0.00%
1.00%
1.73%
28.4 42.0 34.3 65.6


()
22

1,515 5,870 11,150
33 50 102

2011 19.9%51%) 14%5%5% 5%
20111719.9% 65201760
20139 9,065
20182019H

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