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)458-10.72-8.40.04-33.33-82.610.0525.0-77.270.1440.0-84.2712.06-13.17-35.098.741.39-61.032.5656.1-57.481.52-30.28-74.960.3134.78-72.320.18-40.0-84.072.10-16.67-68.81.52-30.28-74.962.888.34-4.16
24Q2 (19)5130.07.770.0650.0-80.00.04-33.33-85.710.10150.0-85.0713.8918.92-41.378.62-24.58-15.321.64-35.69-67.722.1815.96-63.910.23-23.33-80.830.336.36-79.022.5219.43-55.712.1815.96-63.91-9.06-14.48-54.66
24Q1 (18)5134.487.770.04-78.95-89.190.06-76.0-79.310.04-96.26-89.1911.68-37.04-46.411.43-47.9719.312.55-63.78-49.41.88-63.42-76.730.3-77.1-72.730.22-76.84-87.52.11-64.54-69.681.88-63.42-76.73-18.60-48.17-31.18
23Q4 (17)491-1.86.740.19-17.39-29.630.2513.64-13.791.0720.22160.9818.55-0.16-34.5721.97-2.05116.247.0416.9451.45.14-15.3217.621.3116.96-0.760.95-15.93-23.395.95-11.5939.675.14-15.3217.62-10.87-20.36-3.89
23Q3 (16)5005.049.890.23-23.33360.00.22-21.43175.00.8932.84535.7118.58-21.57-18.2622.43120.33326.436.0218.5336.236.070.5513.131.12-6.67261.291.13-20.98391.36.7318.28720.736.070.5513.13-6.42-21.12-12.44
23Q2 (15)4760.06.730.30-18.92900.00.28-3.45460.00.6781.08570.023.698.7225.2810.186.2654.015.080.79353.576.04-25.25694.741.29.09471.431.43-18.75921.435.69-18.25736.766.04-25.25694.74-7.219.06-1.73
23Q1 (14)4763.486.730.3737.04516.670.290.093.330.37-9.76516.6721.79-23.148.629.58-5.7133.435.048.3958.998.0884.9461.111.1-16.6771.881.7641.94506.96.9663.38500.08.0884.9461.110.79238.52131.25
22Q4 (13)4601.13.140.27440.0-50.910.29262.5-47.270.41192.86310.028.3524.7326.2810.1693.16-30.224.65236.96-60.694.37341.41-59.981.32325.81-50.381.24439.13-49.394.26419.51-63.154.37341.41-59.9822.46253.34161.25
22Q3 (12)4552.022.020.0566.67120.830.0860.0142.110.1440.0131.1122.7320.261.665.26-20.42230.821.3823.21118.570.9930.26113.160.3147.62129.520.2364.29121.70.8220.59109.40.9930.26113.167.238.34-3.34
22Q2 (11)4460.00.00.03-50.0114.290.05-66.67125.00.1066.67147.6218.91-5.7338.136.61-7.943788.241.12-64.67116.140.76-47.22111.090.21-67.19122.110.14-51.72114.890.68-41.38109.540.76-47.22111.09-8.19-69.55-69.70
22Q1 (10)4460.00.00.06-89.0900.15-72.73600.00.06-40.0020.06-10.6576.437.18-50.6936.763.17-73.2481.931.44-86.81747.060.64-75.94811.110.29-88.161350.01.16-89.9793.331.44-86.81747.0624.51120.04158.37
21Q4 (9)4460.016.150.55329.171933.330.55389.471200.00.10122.22113.5122.4559.67115.0414.56815.7225.8411.83259.22325.7610.92245.211092.732.66353.33583.642.45331.132141.6711.56232.57375.2410.92245.211092.7331.19157.44197.24
21Q3 (8)4460.017.68-0.24-14.29-168.57-0.195.0-165.52-0.45-114.2937.514.062.74.151.59835.29-90.29-7.43-7.06-176.92-7.52-9.78-177.45-1.05-10.53-180.77-1.06-12.77-180.92-8.72-22.3-193.26-7.52-9.78-177.4511.55-7.14-280.83
21Q2 (7)4460.016.75-0.210-240.0-0.20-566.67-242.86-0.21080.3713.6920.411.760.17-96.76-98.51-6.94-736.14-228.04-6.85-4129.41-245.74-0.95-955.56-243.94-0.94-4800.0-264.91-7.13-1288.33-252.35-6.85-4129.41-245.7414.6550.00-263.33
21Q1 (6)44616.1517.680.00100.0100.0-0.0340.096.840.00100.0100.011.378.9113.135.25-54.62600.0-0.8384.1698.090.17115.45100.37-0.0983.6497.940.02116.67100.430.60114.29101.30.17115.45100.37-6.88-4.28-38.62
20Q4 (5)3841.3214.97-0.03-108.5791.67-0.05-117.2478.26-0.74-2.78-23.3310.44-22.673.6711.57-29.3210418.18-5.24-154.2444.73-1.10-111.3390.69-0.55-142.3142.11-0.12-109.1689.92-4.20-144.9261.33-1.10-111.3390.69--0.00
20Q3 (4)379-0.790.00.35133.330.00.29107.140.0-0.7232.710.013.510.20.016.3743.720.09.6678.230.09.71106.60.01.396.970.01.31129.820.09.3599.790.09.71106.60.0--0.00
20Q2 (3)3820.790.00.15112.30.00.14114.740.0-1.0712.30.012.2521.890.011.391418.670.05.42112.460.04.70110.220.00.66115.10.00.57112.340.04.68110.110.04.70110.220.0--0.00
20Q1 (2)37913.470.0-1.22-238.890.0-0.95-313.040.0-1.22-103.330.010.05-0.20.00.75581.820.0-43.51-358.970.0-46.00-289.170.0-4.37-360.00.0-4.62-288.240.0-46.30-326.340.0-46.00-289.170.0--0.00
19Q4 (1)3340.00.0-0.360.00.0-0.230.00.0-0.600.00.010.070.00.00.110.00.0-9.480.00.0-11.820.00.0-0.950.00.0-1.190.00.0-10.860.00.0-11.820.00.0--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)
2024/102.5-38.74-59.6440.13-42.8810.68N/A月營收相較同期減少主要為市場以及天候颱風導致下游工程延宕所致
2024/94.090.05-33.9337.63-41.2512.060.94-
2024/84.095.14-34.4233.54-42.0413.390.84-
2024/73.89-28.26-36.8429.45-42.9513.840.82-
2024/65.4219.5-22.5825.56-43.7813.890.8-
2024/54.5315.23-43.0720.15-47.6411.850.93營收變化主要受市場淡旺季影響所致
2024/43.9316.55-54.8815.61-48.8310.761.03營收變化主要受市場淡旺季影響所致
2024/33.38-2.01-58.9711.68-46.4111.681.04營收變化主要受上游原物料波動以及市場淡旺季影響所致
2024/23.45-29.02-47.38.3-38.7914.50.84-
2024/14.85-21.72-30.874.85-30.8717.20.71營收相較同期減少,主要為國內躉售費率公告較以往延遲,下游太陽能案場裝置申請進度較緩所致。
2023/126.20.89-45.5682.61-8.2618.550.69-
2023/116.15-0.96-38.4376.41-2.8518.540.69銷售量能穩定,營收變化主要反映物料成本,其中晶片價差自今年最高點降了7成之多。
2023/106.210.28-11.0270.262.3118.630.68銷售量能穩定,營收相較上個月增加 0.28%, 比去年同期雖減少11.03%主因反應上游成本跌幅所致。
2023/96.19-0.69-19.9664.053.8218.580.69主要因產品特性,營收隨市場及原物料波動起伏。
2023/86.231.26-16.3557.877.2219.390.66產品特性,營收隨市場及原物料波動起伏。
2023/76.15-12.07-18.751.6311.021.120.61產品特性,營收隨市場及原物料波動起伏。
2023/67.0-12.127.3145.4816.7823.690.44因產品特性,營收隨市場及原物料波動起伏。
2023/57.97-8.6749.1838.4818.6924.920.42-
2023/48.725.9924.2130.5112.6723.490.45-
2023/38.2325.8519.3421.798.6321.790.63-
2023/26.54-6.8910.5113.563.0224.950.55該月營收較去年同期成長10.51%,主要為新型M10產品量產出貨,以及產品價格較舊型產品較高所致
2023/17.02-38.36-3.087.02-3.0828.40.48-
2022/1211.3914.1144.7590.0546.1928.350.6-
2022/119.9843.1313.7978.6646.424.690.69-
2022/106.98-9.7920.4268.6752.7622.160.7710月累計營收較去年同期增加52.77%, 主因銷售數量及價格均較為提升。10月營收較上月減少9.79%,主係大型客戶因天候因素遞延出貨
2022/97.733.7762.4761.757.5522.760.99月營收較去年同期增加62.48%, 主因銷售數量及價格均較為提升。
2022/87.45-1.5757.2153.9656.8721.550.958月營收較去年同期增加57.22%, 主因銷售數量及價格均較為提升。
2022/77.5716.0666.0646.5156.8119.431.057月營收較去年同期增加66.07%, 主因銷售數量及價格均較為提升。
2022/66.5222.1550.0238.9455.1318.880.876月營收較去年同期增加50.03%, 主因銷售數量及價格均較為提升。
2022/55.34-23.9510.332.4256.219.260.855月營收較去年同期增加10.30%,主因銷售數量及價格均較為提升。
2022/47.021.8354.5127.0870.1719.830.834月營收較去年同期增加54.51%,主因銷售數量及價格均較為提升。
2022/36.916.5466.6320.0676.4320.060.583月營收較去年同期增加66.64%,主因銷售數量及價格均較為提升。
2022/25.92-18.3464.7213.1682.0321.030.562月營收較去年同期增加64.72%,主因銷售數量及價格均較為提升。
2022/17.25-7.9499.127.2599.1223.890.491月營收較去年同期增加99.12%,主因銷售數量及價格均較為提升。
2021/127.87-10.28161.4261.632.7722.440.712月營收較去年同期增加161.42%,主因銷售數量及價格均較為提升。
2021/118.7751.46131.7453.7323.8519.330.8111月營收較去年同期增加131.75%,且為今年新高,主因國內外市場需求強勁,逐年持續成長。
2021/105.7921.7158.944.9513.5315.291.0310月營收較去年同期增加58.9%,主因銷售數量及價格均較為提昇。
2021/94.760.418.8439.168.9314.060.81-
2021/84.743.96-1.8834.48.9413.650.84-
2021/74.564.852.3729.6610.913.750.83-
2021/64.35-10.194.8425.112.613.730.85-
2021/54.846.5219.4420.7514.3713.520.86-
2021/44.549.8312.2915.9112.9112.270.95-
2021/34.1415.29.6511.3713.1611.370.85-
2021/23.59-1.2914.787.2315.2810.240.95-
2021/13.6420.8515.773.6415.7710.440.93-
2020/123.01-20.47-20.4546.394.0610.440.77-
2020/113.793.8523.8443.386.3411.80.68-
2020/103.65-16.6212.8539.594.9212.850.6310月營收較今年9月減少16.63%,主因本公司10月進行並完成新一代模組產線優化,用以提高模組瓦數,強化產品競爭優勢。
2020/94.37-9.4823.5535.954.1713.660.36月營收成長23.55%,季營收成長11.51%,係因綠能政策推動致市場成長營運動能轉強。
2020/84.838.4717.7231.581.9613.430.36-
2020/74.457.38-0.8326.75-0.4412.650.39-
2020/64.152.319.7222.29-0.3612.250.34月營收成長9.72%,季營收成長21.91%,主因國內光電市場綠能政策之推動驅動成長動能。
2020/54.050.1523.8918.15-2.4111.870.35-
2020/44.057.2428.0314.09-8.0310.950.384月營收今年新高,主因銷售量能回溫。
2020/33.7720.59-17.3710.05-17.410.050.42營收較上月增長20.59%。
2020/23.13-0.44-20.96.27-17.3310.060.42-
2020/13.14-16.96-13.433.14-13.439.980.42-
2019/123.7923.821.5244.5812.250.0N/A-
2019/113.06-5.36-3.8840.7913.370.0N/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)4916.741.04153.661.0482.4682.61-8.2615.42105.335.72108.06.38202.374.7390.735.22198.295.27177.37
2022 (9)4603.140.41310.00.57375.090.0546.267.5112.432.75198.912.11174.032.48335.091.75280.431.9313.04
2021 (8)44616.150.1000.12061.5733.156.68-36.80.9200.7700.5700.4600.460
2020 (7)38414.97-0.740-0.56046.244.1210.57113.97-6.380-6.160-2.950-3.250-2.860
2019 (6)334-29.98-0.600-0.25044.4115.924.940-2.170-4.510-0.960-1.830-2.010
2018 (5)47710.42-2.430-2.49038.31-42.27-17.160-32.330-29.320-12.380-12.540-11.570
2017 (4)43210.77-2.200-1.84066.36-14.43-2.750-12.410-14.170-8.230-9.320-9.510
2016 (3)39020.00.03-94.340.26-48.077.558.696.07-30.791.61-42.910.23-90.691.25-37.810.18-87.590.13-92.44
2015 (2)3256.210.53-5.360.50-5.6671.3513.818.77-6.82.82-22.532.47-10.512.01-11.841.45-5.841.720.58
2014 (1)306-21.540.56-18.840.53-27.462.6927.839.4103.6402.7602.28-13.641.54-21.431.71-36.19

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