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(%)
23Q3 (20)650.00.01.13494.74217.710.2315.0140.351.86154.79193.00.03-83.33-89.66-40.75-415.89-17.60.1525.0140.540.73461.54215.872689.233798.561328.32689.233798.561328.358.34215.3095.96
23Q2 (19)650.00.00.19-64.15120.650.20176.92121.280.7337.74170.870.18100.0-55.012.9034.890.550.12166.67119.050.13-62.86121.6768.98-81.31144.2268.98-81.26144.1237.5034.38117.82
23Q1 (18)650.00.00.53132.92581.82-0.2658.73-44.440.53114.68581.820.09-25.0-82.359.57-3.14-16.85-0.1859.09-28.570.35133.33600.0368.99141.262301.61368.12141.32197.55-41.8132.6024.10
22Q4 (17)650.06.56-1.61-67.71-326.76-0.63-10.53-181.82-3.61-80.5-623.190.12-58.62-92.459.88128.51-73.41-0.44-18.92-195.65-1.05-66.67-344.19-894.24-308.44-3710.17-891.31-307.12-3414.65-43.06-36.0314.41
22Q3 (16)650.08.33-0.96-4.35-209.68-0.5739.36-103.57-2.00-94.17-9900.00.29-27.5-53.23-34.65-611.82-415.86-0.3741.27-117.65-0.63-5.0-231.58-218.94-40.36-693.55-218.93-40.03-630.74-24.54-370.36-191.43
22Q2 (15)650.08.33-0.92-736.36-584.21-0.94-422.22-1466.67-1.03-836.36-455.170.4-21.57-23.086.77-41.18-65.39-0.63-350.0-3050.0-0.6-757.14-645.45-155.98-830.67-719.21-156.34-790.83-836.06-44.75-425.93-272.80
22Q1 (14)656.568.33-0.11-115.49-210.0-0.18-123.380-0.11-115.94-210.00.51-67.92-26.0911.51-69.02-23.32-0.14-130.430-0.07-116.28-216.67-16.76-167.66-296.48-17.55-165.27-304.7844.26106.77125.81
21Q4 (13)611.671.670.71329.032466.670.77375.01062.50.693550.0256.821.59156.45-4.7937.15238.65418.130.46370.591633.330.43326.322250.024.77189.7810008.026.89189.752789.087.8432.934.16
21Q3 (12)600.00.0-0.31-263.16-244.44-0.28-366.670-0.02-106.995.240.6219.23-55.7110.97-43.9239.75-0.17-750.00-0.19-272.73-280.0-27.59-209.53-603.83-29.96-241.05-701.07-2.71-86.58-183.34
21Q2 (11)600.0-3.230.1990.035.71-0.06033.330.29190.0187.880.52-24.64-38.8219.5630.31281.29-0.02060.00.1183.3322.2225.19195.31107.521.24147.84107.83-41.66261.6650.00
21Q1 (10)600.00.00.10433.33121.280.00100.0100.00.10122.73121.280.69-58.68263.1615.01109.34929.280100.0100.00.06400.0121.438.533512.0105.88.57957.0105.77-19.70250.0050.00
20Q4 (9)600.00.0-0.0366.6793.18-0.08075.0-0.44-4.7618.521.6719.29882.357.17-8.66261.49-0.03085.71-0.0260.092.31-0.2593.6299.83-1.0073.2699.3642.00-48.8150.00
20Q3 (8)60-3.230.0-0.09-164.29-190.00.00100.0100.0-0.42-27.27-320.01.464.71288.897.8553.02-47.940100.0100.0-0.05-155.56-183.33-3.92-132.29-121.26-3.74-136.59-121.79206.04-17.2573.53
20Q2 (7)623.333.330.14129.79170.0-0.0947.0647.06-0.3329.79-65.00.85347.37129.735.13383.43-57.0-0.0554.5550.00.09132.14175.012.14108.25141.1510.22106.88130.77179.5661.4846.97
20Q1 (6)600.00.0-0.47-6.820-0.1746.88-54.55-0.4712.9600.1911.76-38.71-1.8159.23-110.79-0.1147.62-37.5-0.28-7.690-147.142.31-15069.07-148.555.36-64686.96-20.51-273.41-59.89
19Q4 (5)600.07.14-0.44-540.0-1566.67-0.32-166.67-390.91-0.54-440.0-325.00.17-52.78-74.63-4.44-129.44-128.3-0.21-162.5-450.0-0.26-533.33-1400.0-150.62-916.81-7944.79-156.97-1014.74-4929.85--0.00
19Q3 (4)600.00.00.10150.00.0-0.1229.410.0-0.1050.00.00.36-2.70.015.0826.40.0-0.0820.00.00.06150.00.018.44162.510.017.16151.670.0--0.00
19Q2 (3)600.00.0-0.2000.0-0.17-54.550.0-0.2000.00.3719.350.011.93-28.90.0-0.1-25.00.0-0.1200.0-29.50-2941.240.0-33.21-14539.130.0--0.00
19Q1 (2)607.140.00.00-100.00.0-0.11-200.00.00.00-100.00.00.31-53.730.016.786.950.0-0.08-233.330.00-100.00.0-0.97-150.520.00.23-92.920.0--0.00
18Q4 (1)560.00.00.030.00.00.110.00.00.240.00.00.670.00.015.690.00.00.060.00.00.020.00.01.920.00.03.250.00.0--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)
2024/10.02-43.0255.310.0255.310.12N/A本期營收上升係售電收入增加所致
2023/120.03-51.02-13.240.44-66.890.14N/A本期營收下降係為化成鋁鉑收入減少所致
2023/110.07107.68117.150.4-68.510.11N/A本期營收上升係衛星通訊標案收入所致
2023/100.03277.6-35.060.34-73.20.06N/A本期營收下降係為化成鋁鉑及太陽能工程收入認列減少所致
2023/90.01-53.92-96.170.3-74.820.030.0本期營收下降係為化成鋁鉑及太陽能工程收入認列減少所致
2023/80.0215725.0-35.510.29-69.790.060.0本期營收下降係為化成鋁鉑及太陽能工程收入認列減少所致
2023/70.0-99.71-99.630.27-70.860.130.0本期營收下降係太陽能工程收入認列減少所致
2023/60.04-53.59-51.070.27-69.810.180.0本期營收下降係為化成鋁鉑及太陽能工程收入認列減少所致
2023/50.0971.36-39.120.23-71.740.20.0本期營收下降係為化成鋁鉑及太陽能工程收入認列減少所致
2023/40.05-11.92-67.770.14-78.790.130.0本期營收下降係為化成鋁鉑及太陽能工程收入認列減少所致
2023/30.06193.69-50.680.09-82.240.090.0本期營收下降,係為化成鋁鉑及太陽能工程收入認列減少所致
2023/20.0263.26-83.610.03-91.80.070.0本期營收下降,係為化成鋁鉑及太陽能工程收入認列減少所致
2023/10.01-68.17-95.480.01-95.480.080.0本期營收下降,係為化成鋁鉑及太陽能工程收入認列減少所致
2022/120.0422.59-96.691.32-61.450.120.0本期營收下降,係為化成鋁鉑及太陽能工程收入認列減少所致
2022/110.03-37.89-88.711.28-43.170.310.0本期營收下降,係為化成鋁鉑及太陽能工程收入認列減少所致
2022/100.05-77.75-62.171.25-36.720.310.0本期營收下降,係為化成鋁鉑及太陽能工程收入認列減少所致
2022/90.23676.52.041.2-34.860.290.0本期營收下降,係為太陽能工程收入認列減少所致
2022/80.03-10.89-89.190.97-39.970.150.0本期營收下降,係為太陽能工程收入認列減少所致
2022/70.03-60.95-74.40.94-30.010.260.0本期營收下降,係為太陽能工程收入認列減少所致。
2022/60.08-42.26-51.110.91-25.290.390.0因大陸展成電機(東莞)廠即將出售不再備料生產,故營收減少
2022/50.15-9.28-31.920.82-21.010.430.0-
2022/40.1634.7920.790.68-18.170.40.0-
2022/30.12-2.41-58.910.52-25.680.520.0本月係太陽能工程仍持續開發洽談中,故較去年同月減少所致。
2022/20.12-55.02-50.520.4-1.61.570.0本月係太陽能工程仍持續開發洽談中,故較去年同月減少所致。
2022/10.27-76.6677.220.2777.221.720.0本期係太陽能工程收入較去年同期成長,故較去年增加所致。
2021/121.17318.17104.393.43-16.831.580.26本月營業收入因承接土地電纜工程及代採購工程相關料件,故較去年同月增加所致。
2021/110.28108.1-49.42.26-36.390.640.64本期因化成鋁箔業務較去年同期成長,惟在太陽能工程仍持續開發洽談中,故較去年減少所致。
2021/100.13-39.98-75.831.98-33.990.630.65本期因化成鋁箔業務較去年同期成長,惟在太陽能工程仍持續開發洽談中,故較去年減少所致。
2021/90.22-17.74-60.751.84-24.440.630.34本期因化成箔業務較去年同期成長,惟在太陽能工程仍持續開發洽談中,故較去年減少所致。
2021/80.27110.98-32.521.62-13.340.570.37-
2021/70.13-25.41-69.731.35-8.040.520.41本期因化成箔業務仍較去年同期成長,惟在太陽能工程收入部分認列較少所致。
2021/60.17-19.59-45.071.2217.340.520.15-
2021/50.2260.9644.61.0444.60.640.12-
2021/40.13-54.15-64.790.8344.60.670.12本期因化成箔業務仍較去年同期成長,惟在太陽能工程收入部分認列較少所致。
2021/30.2917.49383.570.69260.490.690.16本期主要係化成箔業務較去年同期成長,且認列太陽能工程及半導體收入所致.
2021/20.2561.11455.590.4204.340.980.11本期主要係化成箔業務成長且認列太陽能工程及半導體收入,故營收較去年同期增加50%以上。
2021/10.15-73.0876.050.1576.051.280.09本期主要係化成箔業務成長,故營收較去年同期增加
2020/120.573.51722.554.12243.091.680.07本期主要係化成箔業務成長及認列太陽能工程收入外,並加上Dram IC業務收入,故營收較去年同期增加
2020/110.55-0.62862.43.55213.581.680.07本期主要係化成箔業務成長及認列太陽能工程收入,故營收較去年同期增加50%以上。
2020/100.56-2.51292.662.99178.861.530.07本期主要係認列太陽能工程收入關係,故營收較去年同期增加50%以上
2020/90.5741.4627.722.44135.81.40.4本期主要係認列太陽能工程收入關係,故營收較去年同期增加50%以上
2020/80.4-5.37359.461.8795.411.150.49本期主要係認列太陽能工程收入關係,故營收較去年同期增加50%以上
2020/70.4335.36119.811.4668.660.890.63本期主要係認列太陽能工程收入關係,導致營收較去年同期增加50%以上
2020/60.32111.6794.071.0453.920.840.19本月因認列太陽能工程收入,導致營收比去年同期增加超過50%以上
2020/50.15-60.8148.370.7241.160.590.27-
2020/40.38529.81240.950.5739.40.490.33本期主要係新增太陽能工程業務所致
2020/30.0634.98-44.350.19-35.650.190.78-
2020/20.04-48.94-44.810.13-30.70.20.74-
2020/10.0925.75-20.30.09-20.30.210.7-
2019/120.0721.12-79.491.2-54.680.171.08主要係東莞化成箔收入減少及本期並無太陽能工程收入,導致影響整體營收情形
2019/110.0643.8-67.611.13-51.040.181.02主要係東莞化成箔收入減少及本期並無太陽能業務及工程收入,導致影響整體營收情形
2019/100.04-49.05-73.981.07-49.660.210.87主要係東莞化成箔收入減少及本期並無太陽能業務及工程收入,導致影響整體營收情形
2019/90.08-10.71-72.091.03-47.770.360.61主要係東莞化成箔收入減少及本期並無太陽能工程收入,導致影響整體營收情形
2019/80.09-54.72-62.610.96-43.740.440.5主要係化成箔收入減少所致
2019/70.1919.51-11.060.87-40.710.460.48主要係化成箔收入減少所致
2019/60.1661.82-52.150.67-45.910.370.91主要係化成箔收入減少所致
2019/50.1-9.94-46.120.51-43.570.321.06主要係化成箔收入減少所致
2019/40.112.78-45.370.41-42.910.31.13主要係化成箔收入減少所致
2019/30.1133.87-34.610.3-41.930.0N/A主要係化成箔收入減少所致
2019/20.08-26.26-41.490.19-45.410.0N/A主要係化成箔收入減少所致
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
2022 (10)656.56-3.610-2.3201.32-61.52-0.200-1.590-2.420-2.350
2021 (9)611.670.6800.4303.43-16.5525.23284.60.2800.4100.420
2020 (8)600.0-0.440-0.3504.11236.896.56-44.45-0.20-0.240-0.270
2019 (7)607.14-0.540-0.7401.22-53.9611.81-39.25-0.460-0.30-0.320
2018 (6)5640.00.240-0.0802.6518.319.44249.01-0.0400.1400.130
2017 (5)40-47.37-3.220-0.8302.243.235.577.12-0.540-1.280-1.290
2016 (4)767.04-6.740-1.7102.17-29.085.200-1.170-5.20-5.130
2015 (3)714.41-3.430-3.1803.06-42.16-11.110-2.380-2.770-2.450
2014 (2)6828.3-2.020-1.6605.2972.311.72-82.71-1.080-1.360-1.360
2013 (1)530-1.240-0.8203.0709.950-0.50-0.630-0.660

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