- 營業利益和稅後淨利成長率大於營收成長率, 通常代表公司在成長, 如果是漲很多的股票, 發現沒有這個現象就要留意了
- 營收到某個數字後, 營業利益產生不成比例的增加, 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
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 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(%) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
23Q4 (20) | 97 | 0.0 | 3.19 | 5.20 | 6.78 | 17.38 | 4.42 | 49.83 | -48.78 | 20.48 | 33.94 | -16.88 | 33.8 | 13.54 | -19.16 | 27.38 | 7.75 | -15.49 | 5.79 | 41.22 | -38.47 | 5.05 | 6.77 | 21.1 | 19.37 | -3.44 | 55.46 | 14.94 | -6.04 | 49.85 | 1.98 | -7.77 | 12.44 |
23Q3 (19) | 97 | 0.0 | 0.0 | 4.87 | -22.33 | -40.17 | 2.95 | -24.94 | -54.69 | 15.29 | 46.74 | -25.09 | 29.77 | -9.57 | -26.58 | 25.41 | -0.55 | -16.08 | 4.1 | -16.5 | -50.48 | 4.73 | -22.33 | -39.9 | 20.06 | -8.15 | -17.28 | 15.90 | -14.1 | -18.46 | -6.42 | 14.38 | -16.23 |
23Q2 (18) | 97 | 0.0 | 3.19 | 6.27 | 51.08 | 0.16 | 3.93 | -7.53 | -27.62 | 10.42 | 151.08 | -14.59 | 32.92 | -3.26 | 2.97 | 25.55 | -2.52 | -14.32 | 4.91 | -10.89 | -19.9 | 6.09 | 51.12 | 3.05 | 21.84 | 37.27 | 3.16 | 18.51 | 56.33 | -1.65 | -10.93 | 22.38 | -29.14 |
23Q1 (17) | 97 | 3.19 | 10.23 | 4.15 | -6.32 | -30.02 | 4.25 | -50.75 | 7.32 | 4.15 | -83.16 | -30.02 | 34.03 | -18.61 | -0.21 | 26.21 | -19.1 | -1.5 | 5.51 | -41.45 | -3.16 | 4.03 | -3.36 | -23.09 | 15.91 | 27.69 | -23.55 | 11.84 | 18.76 | -24.54 | -7.75 | -25.95 | -9.09 |
22Q4 (16) | 94 | -3.09 | 6.82 | 4.43 | -45.58 | 7.52 | 8.63 | 32.57 | 105.48 | 24.64 | 20.73 | 44.86 | 41.81 | 3.11 | 24.4 | 32.40 | 7.0 | 32.35 | 9.41 | 13.65 | 77.88 | 4.17 | -47.01 | 15.83 | 12.46 | -48.62 | -13.11 | 9.97 | -48.87 | -8.53 | 14.97 | -7.77 | 26.23 |
22Q3 (15) | 97 | 3.19 | 10.23 | 8.14 | 30.03 | 66.8 | 6.51 | 19.89 | 44.35 | 20.41 | 67.3 | 58.09 | 40.55 | 26.84 | 27.44 | 30.28 | 1.54 | 15.48 | 8.28 | 35.07 | 53.33 | 7.87 | 33.16 | 83.45 | 24.25 | 14.55 | 45.04 | 19.50 | 3.61 | 42.34 | 10.29 | 17.80 | 28.50 |
22Q2 (14) | 94 | 6.82 | 6.82 | 6.26 | 5.56 | 36.98 | 5.43 | 37.12 | 8.82 | 12.20 | 105.73 | 51.93 | 31.97 | -6.25 | 6.35 | 29.82 | 12.06 | 9.47 | 6.13 | 7.73 | 10.25 | 5.91 | 12.79 | 47.38 | 21.17 | 1.73 | 34.5 | 18.82 | 19.95 | 38.48 | -2.40 | 24.75 | 15.70 |
22Q1 (13) | 88 | 0.0 | 1.15 | 5.93 | 43.93 | 71.88 | 3.96 | -5.71 | 64.32 | 5.93 | -65.14 | 71.88 | 34.1 | 1.46 | 26.44 | 26.61 | 8.7 | 16.4 | 5.69 | 7.56 | 57.18 | 5.24 | 45.56 | 75.25 | 20.81 | 45.12 | 31.38 | 15.69 | 43.94 | 37.51 | 3.54 | 14.18 | -6.29 |
21Q4 (12) | 88 | 0.0 | 6.02 | 4.12 | -15.57 | 22.99 | 4.20 | -6.87 | 33.76 | 17.01 | 31.76 | 14.08 | 33.61 | 5.63 | 32.06 | 24.48 | -6.64 | 1.24 | 5.29 | -2.04 | 43.36 | 3.6 | -16.08 | 29.96 | 14.34 | -14.23 | 6.78 | 10.90 | -20.44 | -3.2 | 5.74 | -4.39 | -8.24 |
21Q3 (11) | 88 | 0.0 | 6.02 | 4.88 | 6.78 | 21.09 | 4.51 | -9.62 | 23.22 | 12.91 | 60.77 | 11.58 | 31.82 | 5.85 | 19.89 | 26.22 | -3.74 | 2.5 | 5.4 | -2.88 | 20.54 | 4.29 | 6.98 | 28.83 | 16.72 | 6.23 | 4.11 | 13.70 | 0.81 | 9.34 | 8.66 | 19.62 | 48.71 |
21Q2 (10) | 88 | 1.15 | 6.02 | 4.57 | 32.46 | -2.35 | 4.99 | 107.05 | 3.53 | 8.03 | 132.75 | 6.5 | 30.06 | 11.46 | 13.18 | 27.24 | 19.16 | -5.52 | 5.56 | 53.59 | 2.39 | 4.01 | 34.11 | 3.62 | 15.74 | -0.63 | -9.49 | 13.59 | 19.11 | -6.53 | 8.71 | 17.73 | 41.90 |
21Q1 (9) | 87 | 4.82 | 4.82 | 3.45 | 2.99 | 20.63 | 2.41 | -23.25 | 4.78 | 3.45 | -76.86 | 20.63 | 26.97 | 5.97 | 29.23 | 22.86 | -5.46 | -2.22 | 3.62 | -1.9 | 31.64 | 2.99 | 7.94 | 26.69 | 15.84 | 17.94 | 15.03 | 11.41 | 1.33 | 0.71 | 0.93 | -6.94 | -18.73 |
20Q4 (8) | 83 | 0.0 | 0.0 | 3.35 | -16.87 | 1.21 | 3.14 | -14.21 | -9.51 | 14.91 | 28.87 | 89.94 | 25.45 | -4.11 | 11.52 | 24.18 | -5.47 | -5.21 | 3.69 | -17.63 | -9.56 | 2.77 | -16.82 | 1.09 | 13.43 | -16.38 | -11.24 | 11.26 | -10.14 | -5.85 | -2.10 | -15.38 | -19.14 |
20Q3 (7) | 83 | 0.0 | 0.0 | 4.03 | -13.89 | 91.9 | 3.66 | -24.07 | 77.67 | 11.57 | 53.45 | 154.85 | 26.54 | -0.08 | 50.37 | 25.58 | -11.27 | 8.85 | 4.48 | -17.5 | 113.33 | 3.33 | -13.95 | 91.38 | 16.06 | -7.65 | 54.13 | 12.53 | -13.82 | 27.6 | 13.59 | 24.88 | 42.75 |
20Q2 (6) | 83 | 0.0 | 0.0 | 4.68 | 63.64 | 234.29 | 4.82 | 109.57 | 285.6 | 7.54 | 163.64 | 209.02 | 26.56 | 27.26 | 60.0 | 28.83 | 23.31 | 29.81 | 5.43 | 97.45 | 215.7 | 3.87 | 63.98 | 236.52 | 17.39 | 26.29 | 73.21 | 14.54 | 28.33 | 110.12 | 9.36 | 25.02 | 37.92 |
20Q1 (5) | 83 | 0.0 | 0.0 | 2.86 | -13.6 | 175.0 | 2.30 | -33.72 | 191.14 | 2.86 | -63.57 | 175.0 | 20.87 | -8.55 | 30.44 | 23.38 | -8.35 | 17.08 | 2.75 | -32.6 | 195.7 | 2.36 | -13.87 | 174.42 | 13.77 | -8.99 | 115.83 | 11.33 | -5.27 | 110.2 | - | - | 0.00 |
19Q4 (4) | 83 | 0.0 | 0.0 | 3.31 | 57.62 | 0.0 | 3.47 | 68.45 | 0.0 | 7.85 | 72.91 | 0.0 | 22.82 | 29.29 | 0.0 | 25.51 | 8.55 | 0.0 | 4.08 | 94.29 | 0.0 | 2.74 | 57.47 | 0.0 | 15.13 | 45.2 | 0.0 | 11.96 | 21.79 | 0.0 | - | - | 0.00 |
19Q3 (3) | 83 | 0.0 | 0.0 | 2.10 | 50.0 | 0.0 | 2.06 | 64.8 | 0.0 | 4.54 | 86.07 | 0.0 | 17.65 | 6.33 | 0.0 | 23.50 | 5.81 | 0.0 | 2.1 | 22.09 | 0.0 | 1.74 | 51.3 | 0.0 | 10.42 | 3.78 | 0.0 | 9.82 | 41.91 | 0.0 | - | - | 0.00 |
19Q2 (2) | 83 | 0.0 | 0.0 | 1.40 | 34.62 | 0.0 | 1.25 | 58.23 | 0.0 | 2.44 | 134.62 | 0.0 | 16.6 | 3.75 | 0.0 | 22.21 | 11.22 | 0.0 | 1.72 | 84.95 | 0.0 | 1.15 | 33.72 | 0.0 | 10.04 | 57.37 | 0.0 | 6.92 | 28.39 | 0.0 | - | - | 0.00 |
19Q1 (1) | 83 | 0.0 | 0.0 | 1.04 | 0.0 | 0.0 | 0.79 | 0.0 | 0.0 | 1.04 | 0.0 | 0.0 | 16.0 | 0.0 | 0.0 | 19.97 | 0.0 | 0.0 | 0.93 | 0.0 | 0.0 | 0.86 | 0.0 | 0.0 | 6.38 | 0.0 | 0.0 | 5.39 | 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) |
---|---|---|---|---|---|---|---|---|
2024/2 | 10.5 | -9.2 | -2.34 | 22.07 | -1.95 | 33.93 | N/A | - |
2024/1 | 11.57 | -2.42 | -1.59 | 11.57 | -1.59 | 34.6 | N/A | - |
2023/12 | 11.86 | 6.05 | -10.05 | 130.51 | -12.07 | 33.8 | 0.78 | - |
2023/11 | 11.18 | 3.85 | -22.67 | 118.66 | -12.26 | 32.38 | 0.81 | - |
2023/10 | 10.76 | 3.12 | -24.04 | 107.48 | -11.02 | 31.58 | 0.83 | - |
2023/9 | 10.44 | 0.58 | -25.54 | 96.71 | -9.29 | 29.77 | 0.94 | - |
2023/8 | 10.38 | 15.91 | -24.79 | 86.28 | -6.82 | 30.18 | 0.92 | - |
2023/7 | 8.95 | -17.5 | -29.69 | 75.9 | -3.68 | 30.9 | 0.9 | - |
2023/6 | 10.85 | -2.24 | -16.98 | 66.95 | 1.32 | 32.92 | 0.88 | - |
2023/5 | 11.1 | 1.22 | 8.61 | 56.1 | 5.84 | 33.59 | 0.86 | - |
2023/4 | 10.97 | -4.81 | 26.39 | 45.0 | 5.18 | 33.24 | 0.87 | - |
2023/3 | 11.52 | 7.11 | -0.78 | 34.03 | -0.21 | 34.03 | 1.02 | - |
2023/2 | 10.76 | -8.5 | -3.65 | 22.51 | 0.08 | 35.69 | 0.97 | - |
2023/1 | 11.75 | -10.82 | 3.76 | 11.75 | 3.76 | 39.39 | 0.88 | - |
2022/12 | 13.18 | -8.82 | 11.27 | 148.43 | 21.2 | 41.81 | 0.91 | - |
2022/11 | 14.46 | 2.0 | 29.75 | 135.25 | 22.26 | 42.65 | 0.89 | - |
2022/10 | 14.17 | 1.09 | 33.36 | 120.79 | 21.42 | 41.99 | 0.91 | - |
2022/9 | 14.02 | 1.6 | 27.81 | 106.62 | 20.0 | 40.55 | 1.0 | - |
2022/8 | 13.8 | 8.35 | 27.8 | 92.6 | 18.89 | 39.6 | 1.02 | - |
2022/7 | 12.73 | -2.57 | 26.67 | 78.8 | 17.46 | 36.02 | 1.13 | - |
2022/6 | 13.07 | 27.9 | 34.06 | 66.07 | 15.84 | 31.97 | 1.22 | - |
2022/5 | 10.22 | 17.79 | 2.58 | 53.0 | 12.08 | 30.51 | 1.28 | - |
2022/4 | 8.68 | -25.27 | -16.16 | 42.78 | 14.62 | 31.45 | 1.24 | - |
2022/3 | 11.61 | 4.0 | 24.42 | 34.1 | 26.43 | 34.1 | 1.01 | - |
2022/2 | 11.16 | -1.45 | 39.43 | 22.49 | 27.49 | 34.34 | 1.0 | - |
2022/1 | 11.33 | -4.36 | 17.57 | 11.33 | 17.57 | 34.32 | 1.0 | - |
2021/12 | 11.85 | 6.31 | 34.78 | 122.46 | 23.17 | 33.61 | 0.85 | - |
2021/11 | 11.14 | 4.84 | 33.76 | 110.62 | 22.05 | 32.74 | 0.88 | - |
2021/10 | 10.63 | -3.11 | 27.55 | 99.48 | 20.86 | 32.39 | 0.88 | - |
2021/9 | 10.97 | 1.59 | 30.72 | 88.85 | 20.11 | 31.82 | 0.69 | - |
2021/8 | 10.8 | 7.39 | 28.26 | 77.88 | 18.75 | 30.6 | 0.72 | - |
2021/7 | 10.05 | 3.1 | 3.22 | 67.09 | 17.35 | 29.76 | 0.74 | - |
2021/6 | 9.75 | -2.13 | 3.0 | 57.03 | 20.25 | 30.06 | 0.66 | - |
2021/5 | 9.96 | -3.73 | 11.91 | 47.28 | 24.55 | 29.64 | 0.67 | - |
2021/4 | 10.35 | 10.9 | 20.38 | 37.32 | 28.43 | 27.69 | 0.71 | - |
2021/3 | 9.33 | 16.55 | 11.0 | 26.97 | 31.81 | 26.97 | 0.68 | - |
2021/2 | 8.01 | -16.9 | 54.81 | 17.64 | 46.31 | 26.43 | 0.69 | 本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。 |
2021/1 | 9.64 | 9.63 | 39.93 | 9.64 | 39.93 | 26.75 | 0.68 | - |
2020/12 | 8.79 | 5.51 | 7.17 | 99.42 | 36.08 | 25.45 | 0.68 | - |
2020/11 | 8.33 | -0.01 | 7.05 | 90.63 | 39.73 | 25.05 | 0.69 | - |
2020/10 | 8.33 | -0.7 | 21.84 | 82.3 | 44.19 | 25.14 | 0.69 | - |
2020/9 | 8.39 | -0.31 | 35.49 | 73.97 | 47.23 | 26.54 | 0.64 | - |
2020/8 | 8.42 | -13.56 | 39.51 | 65.58 | 48.88 | 27.62 | 0.61 | - |
2020/7 | 9.74 | 2.87 | 79.56 | 57.16 | 50.37 | 28.1 | 0.6 | 本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。 |
2020/6 | 9.47 | 6.33 | 71.83 | 47.43 | 45.51 | 26.96 | 0.71 | 本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。 |
2020/5 | 8.9 | 3.54 | 81.17 | 37.96 | 40.16 | 25.9 | 0.74 | 本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。 |
2020/4 | 8.6 | 2.26 | 39.22 | 29.06 | 31.07 | 22.17 | 0.86 | - |
2020/3 | 8.41 | 62.54 | 56.54 | 20.46 | 27.92 | 20.46 | 0.81 | 本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。 |
2020/2 | 5.17 | -24.89 | 20.67 | 12.06 | 13.46 | 20.26 | 0.82 | - |
2020/1 | 6.89 | -16.03 | 8.59 | 6.89 | 8.59 | 22.87 | 0.73 | - |
2019/12 | 8.2 | 5.38 | 39.09 | 73.06 | -21.48 | 22.82 | 0.62 | - |
2019/11 | 7.78 | 13.8 | 17.18 | 64.86 | -25.58 | 20.81 | 0.68 | - |
2019/10 | 6.84 | 10.41 | 2.17 | 57.08 | -29.1 | 19.06 | 0.74 | - |
2019/9 | 6.19 | 2.64 | -8.8 | 50.24 | -31.94 | 17.65 | 0.78 | - |
2019/8 | 6.03 | 11.24 | -24.26 | 44.05 | -34.28 | 16.96 | 0.81 | - |
2019/7 | 5.42 | -1.55 | -42.78 | 38.01 | -35.64 | 15.84 | 0.87 | - |
2019/6 | 5.51 | 12.11 | -40.12 | 32.59 | -34.27 | 16.6 | 0.92 | - |
2019/5 | 4.91 | -20.43 | -44.06 | 27.08 | -32.94 | 16.46 | 0.93 | - |
2019/4 | 6.17 | 14.99 | -30.46 | 22.17 | -29.85 | 0.0 | N/A | - |
2019/3 | 5.37 | 25.29 | -39.62 | 16.0 | -29.61 | 0.0 | N/A | - |
加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 (10) | 97 | 3.19 | 18.22 | -17.03 | 15.55 | -36.63 | 130.51 | -12.07 | 26.16 | -12.63 | 20.3 | -31.21 | 25.12 | -13.11 | 19.9 | -14.22 |
2022 (9) | 94 | 6.82 | 21.96 | 49.18 | 24.54 | 52.33 | 148.43 | 21.21 | 29.94 | 18.57 | 29.51 | 48.44 | 28.91 | 50.97 | 23.2 | 55.81 |
2021 (8) | 88 | 6.02 | 14.72 | 5.6 | 16.11 | 15.57 | 122.46 | 23.17 | 25.25 | -1.48 | 19.88 | 21.59 | 19.15 | 26.24 | 14.89 | 20.66 |
2020 (7) | 83 | 0.0 | 13.94 | 84.15 | 13.94 | 83.91 | 99.42 | 36.08 | 25.63 | 11.14 | 16.35 | 84.95 | 15.17 | 90.1 | 12.34 | 90.14 |
2019 (6) | 83 | 0.0 | 7.57 | -43.59 | 7.58 | -30.84 | 73.06 | -21.48 | 23.06 | -7.2 | 8.84 | -33.68 | 7.98 | -44.31 | 6.49 | -44.2 |
2018 (5) | 83 | 5.06 | 13.42 | -0.89 | 10.96 | 10.26 | 93.05 | 13.92 | 24.85 | 4.19 | 13.33 | 10.17 | 14.33 | 8.56 | 11.63 | 8.39 |
2017 (4) | 79 | 11.27 | 13.54 | 51.12 | 9.94 | 72.57 | 81.68 | 4.21 | 23.85 | 53.97 | 12.1 | 62.85 | 13.2 | 59.61 | 10.73 | 67.13 |
2016 (3) | 71 | 10.94 | 8.96 | 11.72 | 5.76 | 18.76 | 78.38 | 44.91 | 15.49 | -11.28 | 7.43 | 44.55 | 8.27 | 47.94 | 6.42 | 24.66 |
2015 (2) | 64 | 6.67 | 8.02 | 49.91 | 4.85 | 78.97 | 54.09 | 17.51 | 17.46 | 44.9 | 5.14 | 235.95 | 5.59 | 162.44 | 5.15 | 59.44 |
2014 (1) | 60 | 130.77 | 5.35 | 226.22 | 2.71 | 0 | 46.03 | 86.43 | 12.05 | 0 | 1.53 | 131.82 | 2.13 | 56.62 | 3.23 | 651.16 |