玩股撇步(動畫小學堂)  

  • 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
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 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)491-1.86.740.19-17.39-29.630.2315.0-14.811.0720.22160.9818.55-0.16-34.5721.97-2.05116.241.3116.96-0.760.95-15.93-23.395.95-11.5939.675.14-15.3217.62-10.87-20.36-4.04
23Q3 (19)5005.049.890.23-23.33360.00.20-23.08185.710.8932.84535.7118.58-21.57-18.2622.43120.33326.431.12-6.67261.291.13-20.98391.36.7318.28720.736.070.5513.13-6.42-21.12-13.39
23Q2 (18)4760.06.730.30-18.92900.00.26-3.7550.00.6781.08570.023.698.7225.2810.186.2654.011.29.09471.431.43-18.75921.435.69-18.25736.766.04-25.25694.74-7.219.06-1.85
23Q1 (17)4763.486.730.3737.04516.670.270.092.860.37-9.76516.6721.79-23.148.629.58-5.7133.431.1-16.6771.881.7641.94506.96.9663.38500.08.0884.9461.110.79238.52142.85
22Q4 (16)4601.13.140.27440.0-50.910.27285.71-47.060.41192.86310.028.3524.7326.2810.1693.16-30.221.32325.81-50.381.24439.13-49.394.26419.51-63.154.37341.41-59.9822.46253.34180.35
22Q3 (15)4552.022.020.0566.67120.830.0775.0138.890.1440.0131.1122.7320.261.665.26-20.42230.820.3147.62129.520.2364.29121.70.8220.59109.40.9930.26113.167.238.341.78
22Q2 (14)4460.00.00.03-50.0114.290.04-71.43121.050.1066.67147.6218.91-5.7338.136.61-7.943788.240.21-67.19122.110.14-51.72114.890.68-41.38109.540.76-47.22111.09-8.19-69.55-71.99
22Q1 (13)4460.00.00.06-89.0900.14-72.55566.670.06-40.0020.06-10.6576.437.18-50.6936.760.64-75.94811.110.29-88.161350.01.16-89.9793.331.44-86.81747.0624.51120.04155.39
21Q4 (12)4460.016.150.55329.171933.330.51383.331120.00.10122.22113.5122.4559.67115.0414.56815.7225.842.66353.33583.642.45331.132141.6711.56232.57375.2410.92245.211092.7331.19157.44194.29
21Q3 (11)4460.017.68-0.24-14.29-168.57-0.185.26-166.67-0.45-114.2937.514.062.74.151.59835.29-90.29-1.05-10.53-180.77-1.06-12.77-180.92-8.72-22.3-193.26-7.52-9.78-177.4511.55-7.14-264.04
21Q2 (10)4460.016.75-0.210-240.0-0.19-533.33-246.15-0.21080.3713.6920.411.760.17-96.76-98.51-0.95-955.56-243.94-0.94-4800.0-264.91-7.13-1288.33-252.35-6.85-4129.41-245.7414.6550.00-246.67
21Q1 (9)44616.1517.680.00100.0100.0-0.0340.096.590.00100.0100.011.378.9113.135.25-54.62600.0-0.0983.6497.940.02116.67100.430.60114.29101.30.17115.45100.37-6.88-4.28-39.26
20Q4 (8)3841.3214.97-0.03-108.5791.67-0.05-118.5276.19-0.74-2.78-23.3310.44-22.673.6711.57-29.3210418.18-0.55-142.3142.11-0.12-109.1689.92-4.20-144.9261.33-1.10-111.3390.69-6.2412.38-5.41
20Q3 (7)379-0.7915.90.35133.33234.620.27107.69437.5-0.7232.71-176.9213.510.212.8816.3743.72346.051.396.97451.351.31129.82255.959.3599.79238.729.71106.6237.7316.05122.81111.23
20Q2 (6)3820.7921.660.15112.3287.50.13114.77316.67-1.0712.3-10800.012.2521.8919.9811.391418.67179.850.66115.1335.710.57112.34328.04.68110.11317.674.70110.22291.8410.85-63.29-102.14
20Q1 (5)37913.47-20.55-1.22-238.89-2133.33-0.88-319.05-776.92-1.22-103.33-2133.3310.05-0.2-17.350.75581.82-93.12-4.37-360.0-782.81-4.62-288.24-1750.0-46.30-326.34-2037.24-46.00-289.17-2091.34--0.00
19Q4 (4)3342.140.0-0.36-38.460.0-0.21-162.50.0-0.60-130.770.010.07-15.80.00.11-97.00.0-0.95-156.760.0-1.19-41.670.0-10.86-61.130.0-11.82-67.660.0--0.00
19Q3 (3)3274.140.0-0.26-225.00.0-0.08-33.330.0-0.26-2700.00.011.9617.140.03.67-9.830.0-0.37-32.140.0-0.84-236.00.0-6.74-213.490.0-7.05-187.760.0--0.00
19Q2 (2)314-34.170.0-0.08-233.330.0-0.06-146.150.00.01-83.330.010.21-16.040.04.07-62.660.0-0.28-143.750.0-0.25-189.290.0-2.15-189.960.0-2.45-206.060.0--0.00
19Q1 (1)4770.00.00.060.00.00.130.00.00.060.00.012.160.00.010.900.00.00.640.00.00.280.00.02.390.00.02.310.00.0--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備註(年增率變動50%需說明原因)
2024/23.45-29.02-47.38.3-38.7914.5N/A-
2024/14.85-21.72-30.874.85-30.8717.2N/A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-
2019/123.7923.821.5244.5812.2510.070.48-
2019/113.06-5.36-3.8840.7913.379.830.49-
2019/103.23-8.721.3837.7415.0410.870.44-
2019/93.54-13.74108.4134.5116.5112.130.38主因本公司產品轉型,貼近終端市場,營收相較去年同期成長108.41%
2019/84.1-8.6289.2830.9710.9212.370.38主因本公司產品轉型,貼近終端市場,營收相較去年同期成長89.28%
2019/74.4918.81116.8826.864.3211.540.4主因本公司產品轉型,加上貼近終端市場,營收相較去年同期來的高。
2019/63.7815.5260.222.37-6.2910.210.46主因本公司產品轉型,加上貼近終端市場,營收相較去年同期來的高。
2019/53.273.49-18.9818.59-13.5811.00.43-
2019/43.16-30.78-17.7215.32-12.330.0N/A-
2019/34.5715.43-17.0912.16-10.810.0N/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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)4916.741.04153.660.9783.0282.61-8.2615.42105.334.7390.735.22198.295.27177.37
2022 (9)4603.140.41310.00.53381.8290.0546.267.5112.432.48335.091.75280.431.9313.04
2021 (8)44616.150.1000.11061.5733.156.68-36.80.5700.4600.460
2020 (7)38414.97-0.740-0.52046.244.1210.57113.97-2.950-3.250-2.860
2019 (6)334-29.98-0.600-0.23044.4115.924.940-0.960-1.830-2.010
2018 (5)47710.42-2.430-2.33038.31-42.27-17.160-12.380-12.540-11.570
2017 (4)43210.77-2.200-1.72066.36-14.43-2.750-8.230-9.320-9.510
2016 (3)39020.00.03-94.340.24-48.9477.558.696.07-30.791.25-37.810.18-87.590.13-92.44
2015 (2)3256.210.53-5.360.47-6.071.3513.818.77-6.82.01-11.841.45-5.841.720.58
2014 (1)306-21.540.56-18.840.50-26.4762.6927.839.4102.28-13.641.54-21.431.71-36.19

財務分析相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。