玩股撇步(動畫小學堂)  

  • 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 YoYEPS 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)920.00.0-1.85-988.24-560.71-1.27-262.8614.77-1.52-560.6162.9317.25-23.98189.434.94-17.67660.0-10.29-181.1566.25-13.87-248.493.55-1.78-114.462.2-1.7-962.5-553.85-13.37-350.17-12.54-13.87-248.493.5512.65-561.12-108.78
24Q2 (19)920.00.0-0.17-134.091.01-0.3545.3179.530.33-34.0108.6422.6949.28307.366.000.84165.72-3.6636.4692.03-3.98-685.2992.05-0.835.6867.58-0.16-134.7890.75-2.97-362.8393.91-3.98-685.2992.0548.50-11.7252.66
24Q1 (18)920.00.00.50110.57125.91-0.6460.063.640.50105.67125.9115.247.7295.885.95267.61160.22-5.7678.0582.740.68101.25101.9-0.8867.4166.020.46110.6125.991.13102.09103.20.68101.25101.960.19-739.3626.31
23Q4 (17)920.013.58-4.73-1589.29-18.84-1.60-7.3813.51-8.82-115.12-43.6510.2972.650.19-3.55-646.15-332.03-26.2413.94-9.2-54.49-278.93-38.23-2.7-48.35-9.31-4.34-1569.23-35.2-54.11-355.47-39.71-54.49-278.93-38.2339.83-752.052.74
23Q3 (16)920.016.46-0.2885.1986.0-1.4912.8710.24-4.10-7.33-80.625.967.0-57.490.65107.12-92.32-30.4933.6-194.59-14.3871.26-26.14-1.8228.91-25.52-0.2684.9783.44-11.8875.65-11.76-14.3871.26-26.14-10.6143.637.85
23Q2 (15)920.021.05-1.892.07-114.77-1.712.84-271.74-3.82-97.93-1636.365.57-28.22-66.86-9.137.59-174.11-45.92-37.57-3758.82-50.04-39.85-1376.11-2.561.16-1180.0-1.732.26-158.21-48.79-38.02-1734.21-50.04-39.85-1376.11-26.3326.793.85
23Q1 (14)9213.5821.05-1.9351.51-392.42-1.764.86-208.77-1.9368.57-392.427.76-24.44-49.77-9.88-745.75-200.51-33.38-38.91-1785.88-35.789.23-1214.64-2.59-4.86-859.26-1.7744.86-454.0-35.358.73-831.88-35.789.23-1214.64-25.59-23.75-3.29
22Q4 (13)812.5315.71-3.98-99.0-36.77-1.85-11.45-4.52-6.14-170.48-14.9810.27-26.75-48.681.53-81.91-30.77-24.03-132.17-161.48-39.42-245.79-226.87-2.47-70.34-34.24-3.21-104.46-56.59-38.73-264.35-243.35-39.42-245.79-226.87-21.68-113.13-136.16
22Q3 (12)793.955.33-2.00-127.27-26.58-1.66-260.87-107.5-2.27-931.828.8414.02-16.6-15.138.46-31.3319.83-10.35-769.75-80.94-11.40-236.28-65.46-1.45-625.0-54.26-1.57-134.33-31.93-10.63-299.62-25.65-11.40-236.28-65.46-3.90-180.30-120.78
22Q2 (11)760.016.92-0.88-233.3340.14-0.4619.3-53.33-0.22-133.3372.516.818.8-10.6812.3225.3345.97-1.1932.7756.25-3.39-205.6143.5-0.225.9360.78-0.67-234.030.21-2.66-155.0758.11-3.39-205.6143.5-6.99-55.3343.55
22Q1 (10)768.5716.920.66122.68-1.49-0.5767.8-187.690.66112.36-1.4915.45-22.79-26.369.83344.8-19.82-1.7780.74-155.663.21126.62205.71-0.2785.33-140.30.5124.3913.644.83142.8298.773.21126.62205.71-0.8319.25-26.73
21Q4 (9)70-6.6711.11-2.91-84.18-409.57-1.77-121.25-1364.29-5.34-114.46-267.9220.0121.13-18.262.21-68.7-74.63-9.19-60.66-1231.88-12.06-75.04-660.93-1.84-95.74-982.35-2.05-72.27-447.46-11.28-33.33-1055.93-12.06-75.04-660.934.45-45.83-143.96
21Q3 (8)7515.3819.05-1.58-7.48-139.3-0.80-166.67-135.24-2.49-211.25-211.1616.52-12.22-39.247.06-16.35-57.08-5.72-110.29-167.37-6.89-14.83-181.06-0.94-84.31-140.69-1.19-23.96-147.04-8.46-33.23-183.76-6.89-14.83-181.06-11.26-163.44-156.41
21Q2 (7)650.03.17-1.47-319.4-65.17-0.30-146.15-163.83-0.80-219.455.0618.82-10.35.28.44-31.16-16.85-2.72-185.53-25.35-6.00-671.4317.81-0.51-176.12-30.77-0.96-318.18-71.43-6.35-361.3217.43-6.00-671.4317.81-12.30-174.06109.07
21Q1 (6)653.173.170.67-28.72175.280.65364.2966.670.67-78.93175.2820.98-14.311.6612.2640.768.43.18560.8713.981.05-51.16123.230.67494.1228.850.44-25.42178.572.43105.93216.271.05-51.16123.23-12.14-52.67135.23
20Q4 (5)630.01.610.94-76.62171.210.14-93.83-68.893.1841.963.5824.48-9.9728.378.71-47.05-17.75-0.69-108.1314.812.15-74.71128.82-0.17-107.36-6.250.59-76.68171.951.18-88.32116.282.15-74.71128.82--0.00
20Q3 (4)630.00.04.02551.690.02.27382.980.02.24225.840.027.1951.980.016.4562.070.08.49491.240.08.50216.440.02.31692.310.02.53551.790.010.10231.340.08.50216.440.0--0.00
20Q2 (3)630.00.0-0.890.00.00.4720.510.0-1.78-100.00.017.89-4.790.010.15-10.260.0-2.17-177.780.0-7.30-61.50.0-0.39-175.00.0-0.560.00.0-7.69-267.940.0-7.30-61.50.0--0.00
20Q1 (2)631.610.0-0.8932.580.00.39-13.330.0-0.89-128.990.018.79-1.470.011.316.80.02.79444.440.0-4.5239.410.00.52425.00.0-0.5631.710.0-2.0971.170.0-4.5239.410.0--0.00
19Q4 (1)620.00.0-1.320.00.00.450.00.03.070.00.019.070.00.010.590.00.0-0.810.00.0-7.460.00.0-0.160.00.0-0.820.00.0-7.250.00.0-7.460.00.0--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自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/112.73-8.06-0.4760.89148.7211.17N/A係因太陽能導電漿產品銷量增加所致
2024/102.97-45.7122.6458.16167.5513.9N/A係因太陽能導電漿產品銷量增加所致
2024/95.470.04178.8855.19185.717.240.74係因太陽能導電漿產品銷量增加所致
2024/85.47-13.3209.8349.72186.4719.210.66係因太陽能導電漿產品銷量增加所致
2024/76.3-15.2181.6144.25183.8321.030.6係因太陽能導電漿產品銷量增加所致
2024/67.432.04311.337.95184.222.720.72係因太陽能導電漿產品銷量增加所致
2024/57.29-8.88356.1830.51164.320.920.78係因太陽能導電漿產品銷量增加所致
2024/48.041.91258.223.23133.518.230.89主要係因太陽能導電漿產品銷量增加所致
2024/35.6322.37132.3815.2397.4215.231.08主要係因太陽能導電漿產品銷量增加所致
2024/24.6-7.8101.499.681.414.741.11主要係因太陽能導電漿產品銷量增加所致
2024/14.99-2.8366.134.9966.1312.881.27主要係因太陽能導電漿產品銷量增加所致
2023/125.1487.46271.1829.62-47.6210.31.23主要係因太陽能導電漿產品銷量增加所致
2023/112.7413.28-38.9824.48-55.627.121.78主要係電池材料新產品尚在測試中及中美關係政策不穩定所致
2023/102.4223.43-45.0921.74-57.16.152.06主要係電池材料新產品尚在測試中及中美關係政策不穩定所致
2023/91.9611.14-58.8919.32-58.245.961.48主要係產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/81.76-21.2-56.0717.36-58.175.811.51主要係產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/72.2423.84-57.3615.59-58.395.641.56主要係產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/61.8113.18-72.2513.35-58.565.641.45主要係產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大使下游廠商觀望態度濃所致
2023/51.6-28.45-68.6411.55-55.096.251.3主要係產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大使下游廠商觀望態度濃所致
2023/42.23-7.93-56.779.95-51.746.941.18係產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大使下游廠商觀望態度濃所致
2023/32.426.11-51.627.72-50.067.721.29主要係因原物料供應鏈報價變動較大且產業競爭激烈所致
2023/22.28-23.98-53.795.29-49.316.681.49主要係因太陽能供應鏈報價變動較大所致
2023/13.01117.08-45.283.01-45.288.881.12-
2022/121.38-69.18-80.4156.55-25.9110.291.0主要係因景氣較差及原物料供應鏈報價變動較大所致
2022/114.491.93-26.6855.16-20.3513.670.76-
2022/104.41-7.58-35.350.67-19.7313.190.78-
2022/94.7718.795.0846.26-17.8514.040.69-
2022/84.02-23.52-27.541.49-19.8615.780.61-
2022/75.25-19.39-18.7637.48-18.9516.860.57-
2022/66.5127.884.8532.22-18.9816.770.69-
2022/55.09-1.35-14.9225.71-23.3915.270.76-
2022/45.163.03-22.0120.62-25.2315.120.77-
2022/35.011.35-24.1115.45-26.2515.450.84-
2022/24.95-9.98-17.3710.44-27.2417.510.74-
2022/15.49-22.31-34.35.49-34.318.70.69-
2021/127.0715.38-16.3676.33-13.5620.020.65-
2021/116.13-10.04-22.3569.26-13.2617.480.74-
2021/106.8150.08-16.3563.13-12.2716.890.77-
2021/94.54-18.04-62.7256.32-11.7416.540.76因子公司華旭受到船期不穩定影響,營業收入減少。
2021/85.54-14.3-24.7651.780.2618.220.69-
2021/76.464.03-15.7846.244.4318.670.68-
2021/66.213.76-13.6439.788.6718.820.82-
2021/55.99-9.5710.4633.5614.1319.210.81-
2021/46.620.2526.7727.5714.9619.210.81-
2021/36.610.3510.6820.9511.6720.950.68-
2021/25.99-28.430.1914.3512.1422.80.63-
2021/18.36-1.1122.68.3622.624.710.58-
2020/128.467.1327.0588.3112.224.50.76-
2020/117.89-3.0925.3179.8610.8328.220.66-
2020/108.15-33.135.2671.969.4427.690.67-
2020/912.1865.37102.5563.826.8427.220.61客戶需求增加
2020/87.36-4.0735.4351.64-3.8622.230.75-
2020/77.686.6825.8344.28-8.2920.290.82-
2020/67.1932.739.3536.6-13.2217.840.79-
2020/55.423.77-29.1629.41-17.416.610.85-
2020/45.22-12.46-22.8723.99-14.1817.160.83-
2020/35.97-0.09-26.3918.76-11.418.760.89-
2020/25.97-12.4233.4312.79-2.119.450.86-
2020/16.822.47-20.626.82-20.620.0N/A-
2019/126.665.669.1878.71-5.090.0N/A-
成長能力-近10年
加權平均股數 YoYEPS 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)9213.58-8.820-6.57029.58-47.69-5.410-32.680-40.660-9.670-11.740-8.110
2022 (9)8115.71-6.140-4.53056.55-25.98.7315.48-7.770-10.120-4.390-5.170-4.950
2021 (8)7011.11-5.340-2.22076.32-13.627.56-36.68-3.440-5.840-2.630-4.340-3.750
2020 (7)631.613.173.593.27-7.188.3512.1811.94-5.612.5815.180.7702.2829.551.27209.762.05.82
2019 (6)623.333.0603.5211.7578.76-5.0212.6523.412.241500.0-0.1801.761366.670.4101.890
2018 (5)60-1.64-15.8303.15082.92-14.310.25-17.870.140-15.3300.120-12.320-9.540
2017 (4)610.0-3.450-0.61096.76-34.7712.48-37.88-0.120-2.410-0.120-1.650-2.090
2016 (3)610.026.05-32.0918.40-30.83148.34-6.1220.09-13.1114.76-22.7610.74-29.5721.9-27.4621.08-29.4516.11-33.29
2015 (2)610.038.3658.1926.6088.92158.0163.2523.1210.3119.1121.6415.25-0.4630.1998.4929.8873.7224.1561.65
2014 (1)6119.6124.2598.7714.0896.3796.7999.5320.96015.71015.32015.21101.1917.2140.914.94141.36

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