聯電 2303 - 成長能力 - 財務分析

理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
如果EPS衰退，要觀察同業是不是有一樣的狀況
要留意增資減資和公司債對股本及EPS的影響

成長能力-近20季

	加權平均股數 QoQ YoY			EPS QoQ YoY			本業EPS QoQ YoY			累計EPS QoQ YoY			營收 QoQ YoY			毛利率(%) QoQ YoY			營業利益率 QoQ YoY			稅後淨利率 QoQ YoY			營業利益 QoQ YoY			稅後淨利 QoQ YoY			稅前淨利率(%) QoQ YoY			稅後淨利率(%) QoQ YoY			兩季平均(YOY)營收成長率(%)	兩季平均(YOY)EPS成長率(%)	兩季平均(YOY)本業EPS成長率(%)
24Q3 (20)	12436	0.18	0.53	1.16	4.5	-10.08	0.97	6.59	-4.9	3.12	60.0	-19.38	604.85	6.49	5.99	33.78	-3.98	-5.77	23.31	-4.7	-13.12	23.88	-1.53	-14.65	141.0	1.5	-7.92	144.72	4.98	-9.39	27.39	-5.26	-16.19	23.88	-1.53	-14.65	5.23	18.32	13.16
24Q2 (19)	12414	0.0	0.53	1.11	32.14	-12.6	0.91	19.74	-11.65	1.95	132.14	-24.42	567.99	3.97	0.89	35.18	13.74	-2.2	24.46	14.57	-12.14	24.25	27.03	-14.13	138.91	19.08	-11.38	137.86	31.85	-11.86	28.91	24.18	-11.97	24.25	27.03	-14.13	1.69	5.32	3.05
24Q1 (18)	12414	0.35	0.53	0.84	-21.5	-35.88	0.76	-13.64	-18.28	0.84	-82.96	-35.88	546.32	-0.59	0.78	30.93	-4.54	-12.77	21.35	-5.57	-20.07	19.09	-20.49	-36.83	116.65	-6.1	-19.45	104.56	-20.76	-35.39	23.28	-12.68	-34.03	19.09	-20.49	-36.83	-2.15	-19.27	-13.69
23Q4 (17)	12371	0.0	0.53	1.07	-17.05	-30.97	0.88	-13.73	-39.73	4.93	27.39	-30.47	549.58	-3.7	-18.98	32.40	-9.62	-24.53	22.61	-15.73	-35.1	24.01	-14.19	-14.83	124.23	-18.87	-47.44	131.95	-17.38	-30.8	26.66	-18.42	-26.27	24.01	-14.19	-14.83	-1.17	-7.74	-7.35
23Q3 (16)	12371	0.18	0.53	1.29	1.57	-41.1	1.02	-0.97	-48.74	3.87	50.0	-30.14	570.69	1.37	-24.3	35.85	-0.33	-24.21	26.83	-3.63	-32.93	27.98	-0.92	-22.86	153.12	-2.32	-49.23	159.71	2.11	-40.84	32.68	-0.49	-23.82	27.98	-0.92	-22.86	2.61	-0.74	4.89
23Q2 (15)	12349	0.0	0.54	1.27	-3.05	-27.01	1.03	10.75	-46.35	2.58	96.95	-22.99	562.96	3.85	-21.87	35.97	1.44	-22.56	27.84	4.23	-28.78	28.24	-6.55	-5.3	156.75	8.25	-44.34	156.41	-3.35	-26.66	32.84	-6.94	-7.49	28.24	-6.55	-5.3	-8.12	-9.27	-12.77
23Q1 (14)	12349	0.35	0.54	1.31	-15.48	-18.63	0.93	-36.3	-37.58	1.31	-81.52	-18.63	542.09	-20.09	-14.53	35.46	-17.4	-18.24	26.71	-23.34	-24.14	30.22	7.2	-4.49	144.81	-38.74	-35.16	161.83	-15.13	-18.3	35.29	-2.41	-5.36	30.22	7.2	-4.49	-15.05	-22.35	-31.46
22Q4 (13)	12306	0.0	0.72	1.55	-29.22	18.32	1.46	-26.63	17.74	7.09	27.98	55.14	678.36	-10.02	14.78	42.93	-9.24	9.82	34.84	-12.9	16.87	28.19	-22.28	4.1	236.37	-21.62	34.18	190.68	-29.37	19.56	36.16	-15.71	17.59	28.19	-22.28	4.1	-2.69	-1.68	-11.49
22Q3 (12)	12306	0.19	0.82	2.19	25.86	53.15	1.99	3.65	87.74	5.54	65.37	69.94	753.92	4.63	34.85	47.30	1.83	28.71	40.00	2.33	47.77	36.27	21.63	16.85	301.57	7.08	99.25	269.96	26.58	54.62	42.90	20.85	23.31	36.27	21.63	16.85	9.12	16.96	16.25
22Q2 (11)	12283	0.0	0.63	1.74	8.07	77.55	1.92	28.86	137.04	3.35	108.07	83.06	720.55	13.61	41.54	46.45	7.1	48.64	39.09	11.02	75.92	29.82	-5.75	27.93	281.64	26.1	148.95	213.27	7.67	78.57	35.50	-4.8	36.96	29.82	-5.75	27.93	10.46	15.48	24.51
22Q1 (10)	12283	0.53	0.63	1.61	22.9	89.41	1.49	20.16	161.4	1.61	-64.77	89.41	634.23	7.31	34.66	43.37	10.95	63.48	35.21	18.11	117.61	31.64	16.84	50.67	223.34	26.78	193.02	198.08	24.2	89.95	37.29	21.27	59.91	31.64	16.84	50.67	6.51	7.25	18.57
21Q4 (9)	12218	0.1	1.2	1.31	-8.39	40.86	1.24	16.98	175.56	4.57	40.18	88.84	591.0	5.71	30.48	39.09	6.37	63.22	29.81	10.12	140.4	27.08	-12.76	12.65	176.16	16.39	213.73	159.49	-8.65	42.45	30.75	-11.61	23.99	27.08	-12.76	12.65	7.77	18.77	23.92
21Q3 (8)	12206	0.0	0.81	1.43	45.92	90.67	1.06	30.86	85.96	3.26	78.14	117.33	559.07	9.82	24.6	36.75	17.6	68.81	27.07	21.83	70.25	31.04	33.16	54.58	151.35	33.78	112.18	174.6	46.19	91.74	34.79	34.22	69.54	31.04	33.16	54.58	8.96	30.61	36.48
21Q2 (7)	12206	0.0	0.11	0.98	15.29	78.18	0.81	42.11	72.34	1.83	115.29	147.3	509.08	8.09	14.69	31.25	17.79	35.22	22.22	37.33	68.72	23.31	11.0	71.02	113.13	48.43	93.52	119.43	14.53	78.76	25.92	11.15	72.68	23.31	11.0	71.02	6.04	3.34	34.39
21Q1 (6)	12206	1.1	3.59	0.85	-8.6	347.37	0.57	26.67	46.15	0.85	-64.88	347.37	470.97	3.98	11.42	26.53	10.77	38.03	16.18	30.48	100.25	21.00	-12.65	621.65	76.22	35.74	123.26	104.28	-6.86	372.5	23.32	-5.97	1102.06	21.00	-12.65	621.65	2.46	7.70	2.81
20Q4 (5)	12073	-0.29	2.44	0.93	24.0	181.82	0.45	-21.05	95.65	2.42	61.33	195.12	452.96	0.95	8.24	23.95	10.01	43.84	12.40	-22.01	157.26	24.04	19.72	218.83	56.15	-21.28	178.25	111.96	22.95	191.79	24.80	20.86	250.28	24.04	19.72	218.83	-	-	0.00
20Q3 (4)	12108	-0.7	0.0	0.75	36.36	0.0	0.57	21.28	0.0	1.50	102.7	0.0	448.7	1.09	0.0	21.77	-5.8	0.0	15.90	20.73	0.0	20.08	47.32	0.0	71.33	22.02	0.0	91.06	36.3	0.0	20.52	36.71	0.0	20.08	47.32	0.0	-	-	0.00
20Q2 (3)	12193	3.48	0.0	0.55	189.47	0.0	0.47	20.51	0.0	0.74	289.47	0.0	443.86	5.01	0.0	23.11	20.24	0.0	13.17	63.0	0.0	13.63	368.38	0.0	58.46	71.24	0.0	66.81	202.72	0.0	15.01	673.71	0.0	13.63	368.38	0.0	-	-	0.00
20Q1 (2)	11783	-0.02	0.0	0.19	-42.42	0.0	0.39	69.57	0.0	0.19	-76.83	0.0	422.68	1.0	0.0	19.22	15.44	0.0	8.08	67.63	0.0	2.91	-61.41	0.0	34.14	69.18	0.0	22.07	-42.48	0.0	1.94	-72.6	0.0	2.91	-61.41	0.0	-	-	0.00
19Q4 (1)	11785	0.0	0.0	0.33	0.0	0.0	0.23	0.0	0.0	0.82	0.0	0.0	418.49	0.0	0.0	16.65	0.0	0.0	4.82	0.0	0.0	7.54	0.0	0.0	20.18	0.0	0.0	38.37	0.0	0.0	7.08	0.0	0.0	7.54	0.0	0.0	-	-	0.00

年/月	營收	月增率(%)	去年同期年增率(%)	累計營收	累計營收年增率(%)	近三月累計營收	存貨銷售比	備註(年增率變動50%需說明原因)
2024/11	200.49	-6.18	6.71	2133.37	3.78	603.63	N/A	-
2024/10	213.71	12.81	11.35	1932.88	3.49	609.59	N/A	-
2024/9	189.43	-8.24	-0.57	1719.16	2.59	604.85	0.63	-
2024/8	206.45	-1.2	8.93	1529.74	2.99	590.91	0.64	-
2024/7	208.97	19.08	9.61	1323.28	2.12	579.55	0.66	-
2024/6	175.48	-10.05	-7.91	1114.31	0.83	567.99	0.64	-
2024/5	195.09	-1.17	3.89	938.83	2.66	574.18	0.63	-
2024/4	197.41	8.66	6.93	743.73	2.34	553.6	0.66	-
2024/3	181.67	4.1	2.7	546.32	0.77	546.32	0.63	-
2024/2	174.51	-8.21	3.07	364.65	-0.15	534.44	0.65	-
2024/1	190.14	11.98	-2.93	190.14	-2.93	547.81	0.63	-
2023/12	169.79	-9.62	-18.93	2225.33	-20.15	549.58	0.65	-
2023/11	187.88	-2.1	-16.66	2055.54	-20.25	570.32	0.63	-
2023/10	191.91	0.72	-21.16	1867.66	-20.59	571.96	0.62	-
2023/9	190.53	0.53	-24.44	1675.75	-20.53	570.69	0.64	-
2023/8	189.52	-0.58	-25.22	1485.22	-19.99	570.72	0.64	-
2023/7	190.64	0.03	-23.21	1295.7	-19.17	568.99	0.64	-
2023/6	190.56	1.48	-23.23	1105.06	-18.43	562.96	0.61	-
2023/5	187.78	1.71	-23.14	914.49	-17.35	549.29	0.63	-
2023/4	184.61	4.36	-19.01	726.71	-15.71	530.81	0.65	-
2023/3	176.89	4.47	-20.1	542.09	-14.52	542.09	0.6	-
2023/2	169.31	-13.57	-18.63	365.21	-11.53	574.67	0.57	-
2023/1	195.9	-6.47	-4.31	195.9	-4.31	630.81	0.52	-
2022/12	209.46	-7.09	3.28	2787.05	30.84	678.36	0.46	-
2022/11	225.45	-7.38	14.66	2577.59	33.74	721.09	0.43	-
2022/10	243.44	-3.46	27.06	2352.14	35.9	749.09	0.41	-
2022/9	252.19	-0.5	34.49	2108.7	37.0	753.92	0.4	-
2022/8	253.46	2.09	34.89	1856.51	37.35	749.98	0.4	-
2022/7	248.27	0.0	35.17	1603.05	37.75	740.85	0.41	-
2022/6	248.26	1.6	43.19	1354.78	38.23	720.55	0.38	-
2022/5	244.33	7.17	42.14	1106.52	37.16	693.7	0.39	-
2022/4	227.96	2.96	39.15	862.19	35.82	657.47	0.42	-
2022/3	221.4	6.39	33.21	634.23	34.66	634.23	0.4	-
2022/2	208.1	1.64	39.21	412.82	35.45	615.62	0.41	-
2022/1	204.73	0.95	31.83	204.73	31.83	604.14	0.42	-
2021/12	202.8	3.14	32.65	2130.11	20.46	591.0	0.39	-
2021/11	196.61	2.62	33.51	1927.31	19.31	575.71	0.4	-
2021/10	191.59	2.17	25.36	1730.7	17.88	566.99	0.41	-
2021/9	187.51	-0.2	29.01	1539.11	17.02	559.07	0.41	-
2021/8	187.9	2.3	26.6	1351.61	15.53	544.93	0.42	-
2021/7	183.66	5.93	18.53	1163.71	13.92	528.92	0.44	-
2021/6	173.37	0.85	18.89	980.05	13.09	509.08	0.44	-
2021/5	171.89	4.92	16.57	806.68	11.92	501.91	0.45	-
2021/4	163.82	-1.42	8.78	634.79	10.73	479.5	0.47	-
2021/3	166.2	11.18	14.06	470.97	11.42	470.97	0.47	-
2021/2	149.48	-3.74	9.85	304.77	10.03	457.65	0.49	-
2021/1	155.3	1.58	10.2	155.3	10.2	455.43	0.49	-
2020/12	152.88	3.81	14.34	1768.21	19.31	452.96	0.5	-
2020/11	147.26	-3.64	6.0	1615.33	19.8	445.42	0.51	-
2020/10	152.83	5.15	4.76	1468.07	21.38	446.58	0.5	-
2020/9	145.34	-2.07	34.24	1315.25	23.66	448.7	0.51	-
2020/8	148.42	-4.21	12.57	1169.91	22.46	449.18	0.51	-
2020/7	154.95	6.26	12.86	1021.49	24.05	448.22	0.51	-
2020/6	145.81	-1.11	24.55	866.54	26.29	443.86	0.53	-
2020/5	147.46	-2.08	20.44	720.73	26.64	443.75	0.53	-
2020/4	150.59	3.35	24.63	573.27	28.34	432.36	0.54	-
2020/3	145.7	7.08	41.1	422.68	29.72	422.68	0.52	-
2020/2	136.06	-3.43	30.05	276.97	24.44	410.67	0.54	-
2020/1	140.91	5.39	19.46	140.91	19.46	0.0	N/A	-
2019/12	133.7	-3.75	17.43	1482.02	-2.01	0.0	N/A	-

成長能力-近10年

	加權平均股數 YoY		EPS YoY		本業EPS YoY		營收 YoY		毛利率(%) YoY		營業利益率 YoY		稅後淨利率 YoY		營業利益 YoY		稅前淨利 YoY		稅後淨利 YoY
2023 (10)	12371	0.53	4.83	-29.69	3.86	-43.81	2225.33	-20.15	34.94	-22.56	26.01	-30.49	27.61	-12.57	578.91	-44.49	709.12	-33.16	609.9	-30.06
2022 (9)	12306	0.72	6.87	53.35	6.87	87.19	2787.05	30.84	45.12	33.41	37.42	54.25	31.58	22.07	1042.92	101.78	1060.97	71.67	871.98	56.32
2021 (8)	12218	1.2	4.48	90.64	3.67	96.26	2130.11	20.47	33.82	53.38	24.26	94.86	25.87	68.31	516.86	134.86	618.03	121.31	557.8	91.1
2020 (7)	12073	2.44	2.35	209.21	1.87	167.14	1768.21	19.31	22.05	53.34	12.45	293.99	15.37	271.26	220.07	369.23	279.26	386.85	291.89	200.67
2019 (6)	11785	-2.64	0.76	38.18	0.70	-18.6	1482.02	-2.02	14.38	-4.77	3.16	-17.49	4.14	136.57	46.9	-19.1	57.36	162.64	97.08	37.25
2018 (5)	12104	-0.85	0.55	-25.68	0.86	26.47	1512.53	1.32	15.10	-16.67	3.83	-12.95	1.75	-60.59	57.97	-11.74	21.84	-71.99	70.73	-26.54
2017 (4)	12208	-0.66	0.74	17.46	0.68	-12.82	1492.85	0.96	18.12	-11.78	4.40	5.01	4.44	70.11	65.68	6.04	77.98	60.88	96.29	15.79
2016 (3)	12289	-1.75	0.63	-38.24	0.78	-8.24	1478.7	2.1	20.54	-6.34	4.19	-43.98	2.61	-70.54	61.94	-42.84	48.47	-64.65	83.16	-38.17
2015 (2)	12508	0.1	1.02	6.25	0.85	21.43	1448.3	3.44	21.93	-3.6	7.48	3.89	8.86	8.05	108.36	7.54	137.12	1.47	134.49	10.77
2014 (1)	12495	-0.1	0.96	1.05	0.70	288.89	1400.12	13.08	22.75	0	7.20	0	8.20	0	100.76	149.9	135.13	-5.91	121.41	-3.87

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