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)2250.00.0-0.39-225.0-188.64-0.43-48.28-265.38-0.80-95.12-185.110.74-62.63-88.6-45.64-4418.81-302.22-178.28-243.64-5502.42-164.75-428.38-1850.8-1.32-28.16-728.57-0.88-238.46-188.89-165.63-421.83-1814.6-164.75-428.38-1850.858.12-83.19-5.66
24Q2 (19)2250.00.0-0.1258.62-141.38-0.2936.96-281.25-0.41-41.38-182.01.98178.87-72.19-1.0198.62-107.06-51.8872.11-7511.43-31.1877.05-789.82-1.0321.97-2160.0-0.2660.61-140.0-31.7476.19-788.5-31.1877.05-789.8262.3465.7647.38
24Q1 (18)2250.00.0-0.2972.9-238.1-0.4657.8-483.33-0.29-123.08-238.10.71-54.19-88.73-73.44-28.44-608.24-185.996.77-29422.22-135.8630.03-5305.36-1.3257.14-3200.0-0.6672.5-240.43-133.3031.96-5130.19-135.8630.03-5305.36-65.16-135.14-230.72
23Q4 (17)2250.00.0-1.07-343.18-238.96-1.09-519.23-445.0-0.13-113.83-126.531.55-76.12-78.38-57.18-353.35-682.28-199.50-6145.45-1083.27-194.17-2163.44-1518.33-3.08-1566.67-154.55-2.4-342.42-237.93-195.90-2127.95-1526.8-194.17-2163.44-1518.33-42.48-145.73-228.37
23Q3 (16)2250.00.00.4451.72300.00.2662.5116.670.9488.0435.716.49-8.856.3922.5757.8384.243.30371.43885.719.41108.191261.730.21320.0800.00.9952.31312.59.66109.541250.09.41108.191261.732.0844.9147.91
23Q2 (15)2250.00.00.2938.1422.220.1633.33328.570.50138.1228.217.1213.0225.1314.30-1.04103.70.70211.11109.784.5273.18158.40.05225.0112.20.6538.3425.04.6173.96159.184.5273.18158.40.44-17.3296.66
23Q1 (14)2250.00.00.21-72.73170.00.12160.0141.380.21-57.14170.06.3-12.1393.8514.4547.15285.73-0.6396.2697.522.61-80.93109.88-0.0496.6995.180.47-72.99169.122.65-80.7110.052.61-80.93109.882.70263.63-53.34
22Q4 (13)2250.09.220.77600.0134.68-0.20-266.6789.90.49275.0111.567.1717.5487.79.82-19.84169.79-16.86-3914.2985.313.691790.12111.05-1.21-3933.3372.371.74625.0138.1613.731734.52111.6713.691790.12111.0512.38411.112.38
22Q3 (12)2250.012.50.11222.22115.280.12271.43118.75-0.2828.2186.546.17.21123.4412.2574.5146.4-0.4294.1399.29-0.8189.5398.67-0.0392.6898.140.24220.0116.55-0.8489.2298.58-0.8189.5398.6741.14146.11173.65
22Q2 (11)2250.012.5-0.0970.089.02-0.0775.8690.14-0.39-30.071.115.6975.0810.497.02190.23152.08-7.1671.8179.79-7.7470.6979.21-0.4150.677.47-0.270.5987.8-7.7970.4678.56-7.7470.6979.2130.0878.2580.60
22Q1 (10)2259.2212.5-0.3086.4943.4-0.2985.3535.56-0.3092.9243.43.25-14.92-21.5-7.7844.7124.32-25.4077.85-8.04-26.4178.693.58-0.8381.0514.43-0.6885.0935.85-26.3777.58-6.59-26.4178.693.5812.50-60.92-62.01
21Q4 (9)2063.03.0-2.22-208.33-1380.0-1.98-209.37-1000.0-4.24-103.85-42500.03.8239.93-35.03-14.0746.7-2054.17-114.67-95.05-1346.03-123.92-103.15-1961.9-4.38-172.05-831.91-4.56-214.48-1420.0-117.64-98.55-1770.27-123.92-103.15-1961.9-3.53-98.07-99.75
21Q3 (8)2000.00.0-0.7212.2-620.0-0.649.86-326.67-2.08-54.07-1400.02.73-46.99-49.16-26.40-95.85-740.78-58.79-65.98-745.9-61.00-63.85-1366.35-1.6111.54-335.14-1.4511.59-625.0-59.25-63.04-1216.67-61.00-63.85-1366.35-11.30-21.26-23.96
21Q2 (7)2000.00.5-0.82-54.72-373.33-0.71-57.78-265.12-1.35-154.72-619.235.1524.4-9.01-13.48-31.13-148.81-35.42-50.66-318.51-37.23-35.93-453.56-1.82-87.63-297.83-1.64-54.72-373.33-36.34-46.89-476.97-37.23-35.93-453.56-2.60-154.03-103.89
21Q1 (6)2000.00.0-0.53-253.33-1225.0-0.45-150.0-1025.0-0.53-5400.0-1225.04.14-29.59-17.53-10.28-1527.78-220.66-23.51-196.47-818.36-27.39-355.74-1802.08-0.97-106.38-646.15-1.06-253.33-1414.29-24.74-293.32-1095.17-27.39-355.74-1802.08-10.04-151.67-85.00
20Q4 (5)2000.00.0-0.15-50.092.42-0.18-20.078.820.01-93.75100.415.889.510.110.72-82.52102.64-7.93-14.179.03-6.01-44.4791.88-0.47-27.0376.73-0.3-50.092.42-6.29-39.7891.73-6.01-44.4791.88--0.00
20Q3 (4)2000.50.0-0.10-133.330.0-0.15-134.880.00.16-38.460.05.37-5.120.04.12-85.080.0-6.95-142.870.0-4.16-139.510.0-0.37-140.220.0-0.2-133.330.0-4.50-146.680.0-4.16-139.510.0--0.00
20Q2 (3)199-0.50.00.30850.00.00.431175.00.00.26750.00.05.6612.750.027.62224.180.016.21733.20.010.53831.250.00.92807.690.00.6957.140.09.64565.70.010.53831.250.0--0.00
20Q1 (2)2000.00.0-0.0497.980.0-0.0495.290.0-0.0498.350.05.02-5.990.08.52131.20.0-2.5693.230.0-1.4498.060.0-0.1393.560.0-0.0798.230.0-2.0797.280.0-1.4498.060.0--0.00
19Q4 (1)2000.00.0-1.980.00.0-0.850.00.0-2.420.00.05.340.00.0-27.310.00.0-37.820.00.0-74.060.00.0-2.020.00.0-3.960.00.0-76.060.00.0-74.060.00.0--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)
2024/110.1285.12-79.753.61-82.930.31N/A本月營收較去年同月減少,主係市場需求減緩所致。
2024/100.07-46.11-90.33.49-83.030.35N/A本月營收較去年同月減少,主係市場需求減緩所致。
2024/90.12-24.46-89.323.43-82.780.740.8本月營收較去年同月減少,主係市場需求減緩所致。
2024/80.16-64.85-93.683.31-82.381.120.53本月營收較去年同月減少,主係市場需求減緩所致。
2024/70.46-9.31-83.713.14-80.611.860.32本月營收較去年同月減少,主係市場需求減緩所致。
2024/60.5-43.65-79.652.69-79.961.980.29本月營收較去年同月減少,主係市場需求減緩所致。
2024/50.8955.07-62.842.18-80.031.690.34本月營收較去年同月減少,主係市場需求減緩所致。
2024/40.58164.01-74.111.29-84.891.030.57本月營收較去年同月減少,主係市場需求減緩所致。
2024/30.22-4.89-91.420.71-88.70.711.72本月營收較去年同月減少,主係市場需求減緩所致
2024/20.23-12.58-89.850.49-86.850.761.59本公司配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,並申請客戶認證。
2024/10.26-3.4-82.260.26-82.261.131.08本公司配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,並申請客戶認證。
2023/120.27-54.49-88.7721.45-3.431.550.65較去年同期減少50%以上,主係本公司配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,影響產能所致。
2023/110.6-11.38-75.9421.187.022.410.41較去年同期減少50%以上,主係本公司配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,影響產能所致。
2023/100.67-40.66-70.0720.5818.944.360.23較去年同期減少50%以上,主係本公司配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,影響產能所致。
2023/91.14-55.33-47.419.9132.296.490.32較去年同期減少,主係本公司配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,影響產能所致。
2023/82.55-9.331.6518.7745.677.830.26-
2023/72.8113.2839.8916.2248.147.690.27-
2023/62.482.9246.6713.4150.07.120.34較去年累計增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2023/52.418.032.6110.9450.777.190.34較去年累計增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2023/42.23-12.5734.678.5373.817.040.35較去年累計增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2023/32.5512.54123.716.393.756.30.55較去年增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2023/22.2752.82131.823.7577.576.170.56較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2023/11.48-38.8830.791.4830.796.390.54-
2022/122.43-2.4370.2722.2140.27.170.5較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2022/112.4910.22107.2719.7937.236.90.52較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2022/102.264.2887.0317.330.876.350.57較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2022/92.1611.81213.0415.0525.246.10.53較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2022/81.93-3.6275.012.8813.785.630.57較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2022/72.0118.76113.8810.957.156.040.53較去年同期增加50%以上,主係去年本公司進行太陽能電池生產線改造及優化,影響產能所致。
2022/61.69-27.9919.948.94-3.635.690.58-
2022/52.3541.7944.537.25-7.855.140.64-
2022/41.6645.21-21.514.91-21.473.770.87-
2022/31.1416.63-25.033.25-21.443.251.2-
2022/20.98-13.77-39.32.11-19.363.531.1-
2022/11.13-19.9512.491.1312.493.751.04-
2021/121.4218.044.215.84-27.83.820.9-
2021/111.2-0.53-37.914.42-29.923.11.11-
2021/101.2174.54-53.4313.22-29.093.01.15較去年同期減少50%以上,主係本公司進行太陽能電池生產線改造及優化,影響產能所致。
2021/90.69-37.49-59.9412.01-25.172.730.94較去年同期減少50%以上,主係本公司進行太陽能電池生產線改造及優化,影響產能所致。
2021/81.1117.78-38.411.32-20.983.450.74-
2021/70.94-33.39-49.4210.22-18.493.970.65-
2021/61.41-13.22-27.249.28-13.115.140.33-
2021/51.62-23.0-11.417.87-9.985.250.33-
2021/42.1138.711.636.25-9.615.240.33-
2021/31.52-5.56-8.034.14-17.64.140.62-
2021/21.6159.8-2.342.62-22.33.980.64-
2021/11.01-25.85-41.431.01-41.434.30.59-
2020/121.36-29.65-36.7921.94-5.85.880.31-
2020/111.93-25.4129.8220.58-2.656.250.29-
2020/102.5950.1652.0218.65-5.116.110.3本月主要增加原因為認列太陽能發電系統工程收入及受市場需求影響。
2020/91.72-3.88-29.6916.06-10.535.370.3-
2020/81.79-3.29-5.6614.33-7.55.590.29-
2020/71.86-4.19-3.6312.54-7.765.630.29-
2020/61.945.65-23.7510.68-8.445.660.15-
2020/51.83-2.97-17.048.74-4.185.380.16-
2020/41.8914.274.976.91-0.065.190.16-
2020/31.650.27-12.075.02-1.845.020.28-
2020/21.65-4.15-5.553.374.15.520.26-
2020/11.72-19.9815.41.7215.40.0N/A-
2019/122.1544.54.5723.29-14.60.0N/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)2250.0-0.130-0.55021.45-3.4211.7062.5-13.320-8.870-2.860-1.910-0.290
2022 (9)2259.220.490-0.44022.2140.217.200-11.110-1.650-2.470-0.3701.10
2021 (8)2063.0-4.240-3.78015.84-27.8-15.020-55.460-59.670-8.790-9.010-8.720
2020 (7)2000.00.0100.07021.94-5.810.280-0.230-0.240-0.050-0.1700.030
2019 (6)200-43.98-2.420-1.35023.29-14.59-5.140-14.150-20.780-3.30-5.10-4.840
2018 (5)3570.0-5.170-5.46027.27-54.29-29.400-41.230-67.620-11.240-17.390-18.440
2017 (4)3573.78-2.670-2.06059.66-18.75-2.950-7.710-15.950-4.60-9.490-9.520
2016 (3)34413.53-0.850-1.13073.43-6.161.71-78.7-4.010-4.000-2.950-3.350-2.940
2015 (2)30314.341.0965.151.27135.1978.2519.398.0317.233.65110.984.2659.552.86150.883.3398.213.3390.29
2014 (1)26526.190.66-36.540.54-51.7965.5427.316.8501.7302.6701.14-53.281.68-20.01.75-20.09

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