長華* 8070 - 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)	697	3.57	3.57	0.63	-14.86	-23.17	0.37	94.74	640.0	1.84	50.82	-8.91	44.66	4.96	12.35	22.60	9.39	26.61	12.98	13.56	27.13	14.83	-12.4	-24.22	5.8	19.34	42.86	4.39	-11.67	-20.9	17.04	-14.89	-26.61	14.83	-12.4	-24.22	5.42	19.66	314.04
24Q2 (19)	673	0.6	-0.15	0.74	54.17	-15.91	0.19	533.33	0	1.22	154.17	2.52	42.55	5.87	1.82	20.66	14.21	12.1	11.43	18.57	22.77	16.93	24.85	-15.6	4.86	25.58	24.94	4.97	55.31	-16.05	20.02	17.35	-14.48	16.93	24.85	-15.6	1.12	118.26	221.21
24Q1 (18)	669	-0.74	-1.18	0.48	182.35	54.84	0.03	-90.91	-89.66	0.48	-78.08	54.84	40.19	-3.62	-3.53	18.09	-4.54	-5.98	9.64	-5.21	-12.92	13.56	126.76	47.39	3.87	-8.73	-16.05	3.2	173.5	50.23	17.06	128.38	49.65	13.56	126.76	47.39	0.65	51.54	234.55
23Q4 (17)	674	0.15	-1.46	0.17	-79.27	-51.43	0.33	560.0	-31.25	2.19	8.42	-30.7	41.7	4.91	-14.37	18.95	6.16	-16.0	10.17	-0.39	-29.77	5.98	-69.44	-33.33	4.24	4.43	-39.86	1.17	-78.92	-50.63	7.47	-67.83	-40.38	5.98	-69.44	-33.33	0.02	-43.05	280.00
23Q3 (16)	673	-0.15	-1.17	0.82	-6.82	-29.91	0.05	0	-68.75	2.02	69.75	-28.11	39.75	-4.88	-27.9	17.85	-3.15	-25.16	10.21	9.67	-34.72	19.57	-2.44	-16.12	4.06	4.37	-52.9	5.55	-6.25	-30.28	23.22	-0.81	-17.34	19.57	-2.44	-16.12	-2.29	88.53	-50.00
23Q2 (15)	674	-0.44	-1.75	0.88	183.87	11.39	0.00	-100.0	-100.0	1.19	283.87	-27.44	41.79	0.31	-28.2	18.43	-4.21	-20.15	9.31	-15.9	-42.28	20.06	118.04	25.37	3.89	-15.62	-58.57	5.92	177.93	9.83	23.41	105.35	14.64	20.06	118.04	25.37	-7.08	86.22	-69.79
23Q1 (14)	677	-1.02	-1.74	0.31	-11.43	-63.95	0.29	-39.58	-43.14	0.31	-90.19	-63.95	41.66	-14.46	-26.33	19.24	-14.72	-17.1	11.07	-23.55	-31.79	9.20	2.56	-43.38	4.61	-34.61	-49.78	2.13	-10.13	-64.02	11.40	-9.02	-44.15	9.20	2.56	-43.38	-13.06	-40.76	80.21
22Q4 (13)	684	0.44	0.74	0.35	-70.09	-46.97	0.48	200.0	-14.29	3.16	12.46	24.41	48.7	-11.66	-14.61	22.56	-5.41	-10.23	14.48	-7.42	-2.43	8.97	-61.55	-27.78	7.05	-18.21	-16.67	2.37	-70.23	-46.98	12.53	-55.39	-21.19	8.97	-61.55	-27.78	-8.46	-11.00	69.51
22Q3 (12)	681	-0.73	-1.16	1.17	48.1	14.71	0.16	-60.98	-63.64	2.81	71.34	48.68	55.13	-5.27	0.75	23.85	3.34	12.82	15.64	-3.04	14.58	23.33	45.81	32.63	8.62	-8.2	15.39	7.96	47.68	13.23	28.09	37.56	34.53	23.33	45.81	32.63	-1.17	19.98	-40.30
22Q2 (11)	686	-0.44	0.44	0.79	-8.14	61.22	0.41	-19.61	-6.82	1.64	90.7	90.7	58.2	2.92	18.75	23.08	-0.56	29.88	16.13	-0.62	40.26	16.00	-1.54	65.63	9.39	2.29	66.79	5.39	-8.95	59.47	20.42	0.05	68.76	16.00	-1.54	65.63	1.04	11.08	-14.27
22Q1 (10)	689	1.47	5.51	0.86	30.3	138.89	0.51	-8.93	75.86	0.86	-66.14	138.89	56.55	-0.84	23.07	23.21	-7.64	55.25	16.23	9.37	85.06	16.25	30.84	116.96	9.18	8.51	127.79	5.92	32.44	149.79	20.41	28.36	114.84	16.25	30.84	116.96	1.69	-2.49	9.17
21Q4 (9)	679	-1.45	6.26	0.66	-35.29	100.0	0.56	27.27	115.38	2.54	34.39	62.82	57.03	4.22	28.53	25.13	18.87	54.17	14.84	8.72	72.56	12.42	-29.39	95.28	8.46	13.25	121.47	4.47	-36.42	114.9	15.90	-23.85	73.96	12.42	-29.39	95.28	7.94	36.44	13.63
21Q3 (8)	689	0.88	7.82	1.02	108.16	56.92	0.44	0.0	62.96	1.89	119.77	52.42	54.72	11.65	34.05	21.14	18.96	39.08	13.65	18.7	79.61	17.59	82.09	32.26	7.47	32.68	140.97	7.03	107.99	69.4	20.88	72.56	59.63	17.59	82.09	32.26	9.16	72.13	25.86
21Q2 (7)	683	4.59	967.19	0.49	36.11	-86.0	0.44	51.72	51.72	0.86	138.89	-85.3	49.01	6.66	19.07	17.77	18.86	26.03	11.50	31.13	32.49	9.66	28.97	23.69	5.63	39.7	57.7	3.38	42.62	50.89	12.10	27.37	30.81	9.66	28.97	23.69	5.11	22.60	31.63
21Q1 (6)	653	2.19	920.31	0.36	9.09	-84.68	0.29	11.54	52.63	0.36	-76.92	-84.68	45.95	3.56	21.3	14.95	-8.28	8.33	8.77	1.98	22.14	7.49	17.77	31.63	4.03	5.5	48.16	2.37	13.94	58.0	9.50	3.94	22.74	7.49	17.77	31.63	6.13	-20.07	3.92
20Q4 (5)	639	0.0	898.44	0.33	-49.23	-89.0	0.26	-3.7	62.5	1.56	25.81	-90.92	44.37	8.7	5.69	16.30	7.24	16.35	8.60	13.16	32.1	6.36	-52.18	-0.31	3.82	23.23	39.93	2.08	-49.88	8.33	9.14	-30.12	8.17	6.36	-52.18	-0.31	-	-	0.00
20Q3 (4)	639	898.44	0.0	0.65	-81.43	0.0	0.27	-6.9	0.0	1.24	-78.8	0.0	40.82	-0.83	0.0	15.20	7.8	0.0	7.60	-12.44	0.0	13.30	70.29	0.0	3.1	-13.17	0.0	4.15	85.27	0.0	13.08	41.41	0.0	13.30	70.29	0.0	-	-	0.00
20Q2 (3)	64	0.0	0.0	3.50	48.94	0.0	0.29	52.63	0.0	5.85	148.94	0.0	41.16	8.66	0.0	14.10	2.17	0.0	8.68	20.89	0.0	7.81	37.26	0.0	3.57	31.25	0.0	2.24	49.33	0.0	9.25	19.51	0.0	7.81	37.26	0.0	-	-	0.00
20Q1 (2)	64	0.0	0.0	2.35	-21.67	0.0	0.19	18.75	0.0	2.35	-86.33	0.0	37.88	-9.77	0.0	13.80	-1.5	0.0	7.18	10.29	0.0	5.69	-10.82	0.0	2.72	-0.37	0.0	1.5	-21.88	0.0	7.74	-8.4	0.0	5.69	-10.82	0.0	-	-	0.00
19Q4 (1)	64	0.0	0.0	3.00	0.0	0.0	0.16	0.0	0.0	17.19	0.0	0.0	41.98	0.0	0.0	14.01	0.0	0.0	6.51	0.0	0.0	6.38	0.0	0.0	2.73	0.0	0.0	1.92	0.0	0.0	8.45	0.0	0.0	6.38	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	14.88	-1.48	3.66	157.37	4.01	45.08	N/A	-
2024/10	15.1	0.02	9.8	142.5	4.05	45.45	N/A	-
2024/9	15.1	-0.97	20.8	127.39	3.4	44.66	0.56	-
2024/8	15.25	6.53	10.92	112.3	1.44	43.85	0.57	-
2024/7	14.31	0.16	5.98	97.05	0.09	42.74	0.59	-
2024/6	14.29	1.03	8.83	82.74	-0.85	42.55	0.53	-
2024/5	14.14	0.15	-1.41	68.45	-2.66	41.72	0.54	-
2024/4	14.12	4.86	-1.41	54.31	-2.97	39.59	0.56	-
2024/3	13.46	12.11	-5.81	40.19	-3.51	40.19	0.5	-
2024/2	12.01	-18.41	-9.72	26.73	-2.31	40.33	0.5	-
2024/1	14.72	8.23	4.68	14.72	4.68	42.67	0.48	-
2023/12	13.6	-5.25	-13.1	164.9	-24.56	41.7	0.51	-
2023/11	14.35	4.35	-9.62	151.3	-25.44	40.6	0.53	-
2023/10	13.75	10.04	-19.92	136.95	-26.78	40.0	0.53	-
2023/9	12.5	-9.07	-29.21	123.2	-27.48	39.75	0.6	-
2023/8	13.75	1.79	-25.93	110.7	-27.27	40.38	0.59	-
2023/7	13.5	2.86	-28.61	96.95	-27.46	40.97	0.58	-
2023/6	13.13	-8.48	-33.29	83.45	-27.27	41.79	0.59	-
2023/5	14.34	0.15	-28.2	70.32	-26.03	42.96	0.58	-
2023/4	14.32	0.18	-22.76	55.98	-25.45	41.92	0.59	-
2023/3	14.29	7.46	-29.53	41.66	-26.33	41.66	0.6	-
2023/2	13.3	-5.38	-21.66	27.36	-24.54	43.01	0.59	-
2023/1	14.06	-10.15	-27.08	14.06	-27.08	45.59	0.55	-
2022/12	15.65	-1.45	-20.78	218.59	5.74	48.7	0.57	-
2022/11	15.88	-7.52	-15.99	202.94	8.55	50.71	0.54	-
2022/10	17.17	-2.73	-6.5	187.05	11.31	53.39	0.52	-
2022/9	17.66	-4.86	-2.76	169.88	13.49	55.13	0.54	-
2022/8	18.56	-1.88	1.88	152.22	15.74	57.15	0.52	-
2022/7	18.92	-3.88	3.07	133.66	17.97	58.57	0.51	-
2022/6	19.68	-1.49	13.05	114.75	20.84	58.2	0.5	-
2022/5	19.98	7.74	27.66	95.07	22.59	58.81	0.49	-
2022/4	18.54	-8.59	16.25	75.09	21.31	55.81	0.52	-
2022/3	20.29	19.46	22.4	56.55	23.07	56.55	0.48	-
2022/2	16.98	-11.93	27.38	36.26	23.45	56.02	0.49	-
2022/1	19.28	-2.39	20.18	19.28	20.18	57.94	0.47	-
2021/12	19.76	4.5	30.41	206.71	25.85	57.03	0.44	-
2021/11	18.9	2.91	22.03	186.95	25.39	55.43	0.45	-
2021/10	18.37	1.15	33.72	168.05	25.78	54.74	0.46	-
2021/9	18.16	-0.31	26.45	149.68	24.87	54.72	0.43	-
2021/8	18.22	-0.73	41.29	131.52	24.65	53.97	0.43	-
2021/7	18.35	5.41	35.21	113.3	22.33	51.41	0.45	-
2021/6	17.41	11.23	29.52	94.95	20.12	49.01	0.45	-
2021/5	15.65	-1.87	13.13	77.55	18.2	48.17	0.45	-
2021/4	15.95	-3.75	14.86	61.9	19.55	45.85	0.48	-
2021/3	16.57	24.32	17.74	45.95	21.28	45.95	0.44	-
2021/2	13.33	-16.91	10.46	29.37	23.37	44.52	0.45	-
2021/1	16.04	5.92	36.63	16.04	36.63	46.68	0.43	-
2020/12	15.15	-2.22	11.26	164.24	6.2	44.37	0.42	-
2020/11	15.49	12.77	16.41	149.09	5.71	43.59	0.43	-
2020/10	13.74	-4.34	-8.77	133.6	4.6	40.99	0.46	-
2020/9	14.36	11.38	5.89	119.87	6.38	40.82	0.43	-
2020/8	12.89	-5.01	-4.44	105.51	6.45	39.9	0.44	-
2020/7	13.57	0.97	-8.79	92.61	8.17	40.84	0.43	-
2020/6	13.44	-2.84	6.3	79.04	11.74	41.16	0.42	-
2020/5	13.83	-0.37	20.1	65.6	12.92	41.79	0.41	-
2020/4	13.89	-1.34	16.5	51.77	11.15	40.03	0.43	-
2020/3	14.08	16.64	17.74	37.88	9.31	37.88	0.43	-
2020/2	12.07	2.76	20.27	23.81	4.87	37.42	0.44	-
2020/1	11.74	-13.74	-7.32	11.74	-7.32	0.0	N/A	-
2019/12	13.61	2.29	15.55	154.64	-1.85	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)	674	-1.46	2.12	-32.91	0.67	-57.05	164.9	-24.56	18.63	-19.66	10.19	-34.97	13.64	-16.57	16.8	-50.93	26.88	-40.28	14.77	-31.75
2022 (9)	684	0.74	3.16	24.9	1.56	-9.83	218.59	5.75	23.19	15.55	15.67	26.58	16.35	35.8	34.24	33.8	45.01	46.18	21.64	25.38
2021 (8)	679	6.26	2.53	62.18	1.73	71.29	206.71	25.86	20.07	34.7	12.38	53.98	12.04	45.24	25.59	93.72	30.79	90.89	17.26	73.12
2020 (7)	639	898.44	1.56	-90.9	1.01	68.33	164.24	6.21	14.90	7.66	8.04	13.4	8.29	-8.8	13.21	20.42	16.13	-9.13	9.97	-9.2
2019 (6)	64	0.0	17.15	27.6	0.60	-15.49	154.64	-1.86	13.84	-6.04	7.09	-19.61	9.09	8.86	10.97	-21.08	17.75	1.54	10.98	28.27
2018 (5)	64	0.0	13.44	-1.25	0.71	1.43	157.57	11.51	14.73	4.77	8.82	13.81	8.35	5.96	13.9	27.06	17.48	18.43	8.56	-1.83
2017 (4)	64	-7.25	13.61	19.91	0.70	268.42	141.31	29.14	14.06	59.59	7.75	133.43	7.88	2.74	10.94	200.55	14.76	45.56	8.72	10.94
2016 (3)	69	-9.21	11.35	-15.99	0.19	280.0	109.42	-27.44	8.81	-11.28	3.32	54.42	7.67	-1.54	3.64	12.0	10.14	-23.12	7.86	-23.47
2015 (2)	76	-3.8	13.51	155.87	0.05	-79.17	150.8	-13.14	9.93	43.91	2.15	667.86	7.79	363.69	3.25	563.27	13.19	336.75	10.27	146.28
2014 (1)	79	5.33	5.28	-9.28	0.24	-36.84	173.62	8.48	6.90	0	0.28	0	1.68	0	0.49	-90.35	3.02	-55.85	4.17	-5.44

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