亞太電 3682 - 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 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)	4216	0.0	0.0	-0.26	7.14	7.14	-0.25	3.85	10.71	-0.84	-47.37	14.29	26.39	-7.18	-15.01	9.18	17.84	-6.9	-7.74	7.19	15.78	-11.12	4.14	4.88	-31.91	-1.92	-9.39	-42.14	-3.26	-11.9	-6.16	6.90	5.50
23Q2 (19)	4216	0.0	-0.64	-0.28	6.67	15.15	-0.26	7.14	18.75	-0.57	-90.0	18.57	28.43	-5.14	-14.26	7.79	15.75	26.67	-8.34	9.74	23.42	-11.6	7.79	16.61	-31.31	5.03	7.88	-40.81	2.79	2.69	-7.21	-0.23	3.57
23Q1 (18)	4216	-0.73	-2.34	-0.30	-7.14	18.92	-0.28	0.0	24.32	-0.30	76.19	18.92	29.97	-9.29	-6.55	6.73	-16.19	475.21	-9.24	-0.65	28.04	-12.58	-5.8	21.77	-32.97	-17.71	21.37	-41.98	-16.64	16.31	-1.44	-3.57	0.00
22Q4 (17)	4247	0.74	6.92	-0.28	0.0	12.5	-0.28	0.0	12.5	-1.26	-28.57	6.67	33.04	6.41	0.79	8.03	-18.56	226.42	-9.18	0.11	25.31	-11.89	-1.71	6.23	-28.01	3.98	20.31	-35.99	4.43	7.0	0.02	7.58	6.25
22Q3 (16)	4216	-0.64	7.25	-0.28	15.15	24.32	-0.28	12.5	17.65	-0.98	-40.0	7.55	31.05	-6.36	-3.33	9.86	60.33	571.77	-9.19	15.61	31.01	-11.69	15.96	18.93	-29.17	14.18	29.32	-37.66	10.21	16.11	-1.48	12.98	13.00
22Q2 (15)	4243	-1.71	11.16	-0.33	10.81	0.0	-0.32	13.51	-10.34	-0.70	-89.19	0.0	33.16	3.4	6.59	6.15	425.64	172.12	-10.89	15.19	3.11	-13.91	13.5	-11.64	-33.99	18.94	6.39	-41.94	16.39	-4.72	0.61	-2.40	-1.05
22Q1 (14)	4317	8.69	13.1	-0.37	-15.62	0.0	-0.37	-15.62	-8.82	-0.37	72.59	0.0	32.07	-2.17	5.25	1.17	-52.44	143.98	-12.84	-4.48	1.76	-16.08	-26.81	-13.4	-41.93	-19.29	1.9	-50.16	-29.61	-7.76	-0.06	-1.05	-4.87
21Q4 (13)	3972	1.04	4.06	-0.32	13.51	17.95	-0.32	5.88	11.11	-1.35	-27.36	11.76	32.78	2.05	-6.93	2.46	217.7	184.25	-12.29	7.73	11.9	-12.68	12.07	15.75	-35.15	14.83	9.36	-38.70	13.79	9.45	2.65	0.70	-5.68
21Q3 (12)	3931	2.99	2.99	-0.37	-12.12	0.0	-0.34	-17.24	5.56	-1.06	-51.43	6.19	32.12	3.25	-0.96	-2.09	-192.48	40.96	-13.32	-18.51	3.06	-14.42	-15.73	-1.26	-41.27	-13.66	-4.16	-44.89	-12.08	-2.21	2.67	-0.65	-1.26
21Q2 (11)	3817	0.0	0.0	-0.33	10.81	17.5	-0.29	14.71	19.44	-0.70	-89.19	7.89	31.11	2.1	-9.72	2.26	184.96	226.26	-11.24	14.0	17.96	-12.46	12.13	17.81	-36.31	15.04	7.94	-40.05	13.96	8.16	-5.70	7.97	10.13
21Q1 (10)	3817	0.0	0.0	-0.37	5.13	-2.78	-0.34	5.56	-3.03	-0.37	75.82	-2.78	30.47	-13.49	-9.75	-2.66	8.9	-158.25	-13.07	6.31	3.54	-14.18	5.78	-2.53	-42.74	-10.21	-7.47	-46.55	-8.91	-13.29	-2.45	-0.14	2.78
20Q4 (9)	3817	0.0	30.27	-0.39	-5.41	9.3	-0.36	0.0	-16.13	-1.53	-35.4	14.04	35.22	8.6	-4.73	-2.92	17.51	-158.52	-13.95	-1.53	-13.51	-15.05	-5.69	-18.32	-38.78	2.12	-18.67	-42.74	2.69	-28.46	1.35	1.04	0.00
20Q3 (8)	3817	0.0	-11.19	-0.37	7.5	-19.35	-0.36	0.0	-12.5	-1.13	-48.68	-24.18	32.43	-5.89	-12.49	-3.54	-97.77	-235.63	-13.74	-0.29	-2.77	-14.24	6.07	-6.59	-39.62	-0.46	-10.58	-43.92	-0.71	-22.61	-1.91	-1.80	-4.54
20Q2 (7)	3817	0.0	-11.19	-0.40	-11.11	-29.03	-0.36	-9.09	-16.13	-0.76	-111.11	-26.67	34.46	2.07	2.29	-1.79	-73.79	-155.76	-13.7	-1.11	-4.34	-15.16	-9.62	-15.55	-39.44	0.83	-1.0	-43.61	-6.13	-11.85	-3.30	2.59	-7.77
20Q1 (6)	3817	30.27	-11.19	-0.36	16.28	-20.0	-0.33	-6.45	-10.0	-0.36	79.78	-20.0	33.76	-8.68	-2.82	-1.03	-120.64	-119.69	-13.55	-10.25	-5.04	-13.83	-8.73	-8.05	-39.77	-21.7	-6.85	-41.09	-23.5	-10.58	-4.46	-11.21	-1.66
19Q4 (5)	2930	-31.83	-31.83	-0.43	-38.71	-72.0	-0.31	3.13	-19.23	-1.78	-95.6	-131.17	36.97	-0.24	-0.67	4.99	91.19	-11.37	-12.29	8.08	8.22	-12.72	4.79	-20.23	-32.68	8.79	7.4	-33.27	7.12	-17.11	-	-	0.00
19Q3 (4)	4298	0.0	0.0	-0.31	0.0	0.0	-0.32	-3.23	0.0	-0.91	-51.67	0.0	37.06	10.0	0.0	2.61	-18.69	0.0	-13.37	-1.83	0.0	-13.36	-1.83	0.0	-35.83	8.25	0.0	-35.82	8.13	0.0	-	-	0.00
19Q2 (3)	4298	0.0	0.0	-0.31	-3.33	0.0	-0.31	-3.33	0.0	-0.60	-100.0	0.0	33.69	-3.02	0.0	3.21	-38.62	0.0	-13.13	-1.78	0.0	-13.12	-2.5	0.0	-39.05	-4.92	0.0	-38.99	-4.92	0.0	-	-	0.00
19Q1 (2)	4298	0.0	0.0	-0.30	-20.0	0.0	-0.30	-15.38	0.0	-0.30	61.04	0.0	34.74	-6.66	0.0	5.23	-7.1	0.0	-12.9	3.66	0.0	-12.8	-20.98	0.0	-37.22	-5.47	0.0	-37.16	-30.8	0.0	-	-	0.00
18Q4 (1)	4298	0.0	0.0	-0.25	0.0	0.0	-0.26	0.0	0.0	-0.77	0.0	0.0	37.22	0.0	0.0	5.63	0.0	0.0	-13.39	0.0	0.0	-10.58	0.0	0.0	-35.29	0.0	0.0	-28.41	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	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)
2023/11	8.68	-14.47	-19.2	103.62	-12.33	27.54	N/A			-
2023/10	10.15	16.51	-9.3	94.94	-11.65	27.61	N/A			-
2023/9	8.71	-0.49	-16.88	84.79	-11.92	26.39	0.01			-
2023/8	8.75	-1.97	-14.36	76.08	-11.31	26.89	0.01			-
2023/7	8.93	-3.0	-13.67	67.33	-10.9	27.41	0.01			-
2023/6	9.21	-0.76	-16.74	58.4	-10.46	28.43	0.01			-
2023/5	9.28	-6.7	-15.59	49.19	-9.18	29.07	0.01			-
2023/4	9.95	0.98	-10.46	39.91	-7.55	29.58	0.01			-
2023/3	9.85	0.59	-9.84	29.97	-6.54	29.97	0.05			-
2023/2	9.79	-5.22	-2.5	20.12	-4.84	31.23	0.05			-
2023/1	10.33	-6.99	-6.95	10.33	-6.95	32.18	0.05			-
2022/12	11.11	3.37	-0.05	129.31	2.25	33.04	0.04			-
2022/11	10.74	-3.99	2.23	118.21	2.47	32.42	0.04			-
2022/10	11.19	6.77	0.32	107.46	2.49	31.89	0.04			-
2022/9	10.48	2.52	-8.85	96.27	2.75	31.05	0.04			-
2022/8	10.22	-1.18	-2.26	85.79	4.38	31.63	0.04			-
2022/7	10.35	-6.45	1.82	75.57	5.34	32.4	0.03			-
2022/6	11.06	0.6	5.83	65.23	5.93	33.16	0.05			-
2022/5	10.99	-1.04	11.0	54.17	5.94	33.02	0.06			-
2022/4	11.11	1.68	3.27	43.17	4.73	32.07	0.06			-
2022/3	10.92	8.78	11.34	32.07	5.25	32.07	0.04			-
2022/2	10.04	-9.54	5.41	21.14	2.35	32.26	0.04			-
2022/1	11.1	-0.09	-0.25	11.1	-0.25	32.72	0.04			-
2021/12	11.11	5.74	-21.56	126.47	-6.92	32.78	0.08			-
2021/11	10.51	-5.79	-5.62	115.35	-5.21	33.16	0.08			-
2021/10	11.15	-2.98	12.46	104.85	-5.17	33.11	0.08			-
2021/9	11.5	9.93	9.7	93.69	-6.91	32.12	0.05			-
2021/8	10.46	2.94	-4.98	82.19	-8.84	31.07	0.06			-
2021/7	10.16	-2.76	-7.16	71.73	-9.38	30.51	0.06			-
2021/6	10.45	5.51	-12.6	61.57	-9.74	31.11	0.06			-
2021/5	9.9	-7.93	-12.92	51.12	-9.13	30.47	0.06			-
2021/4	10.76	9.63	-3.38	41.22	-8.17	30.09	0.06			-
2021/3	9.81	2.98	-14.48	30.47	-9.75	30.47	0.07			-
2021/2	9.53	-14.41	-11.08	20.66	-7.31	34.82	0.06			-
2021/1	11.13	-21.43	-3.83	11.13	-3.83	36.43	0.06			-
2020/12	14.17	27.22	23.96	135.87	-4.62	35.22	0.05	-0.1	-1.24	-
2020/11	11.14	12.26	-11.2	121.71	-7.11	31.54	0.05	-0.11	-1.14	-
2020/10	9.92	-5.37	-23.71	110.57	-6.68	31.41	0.05	-0.11	-1.03	-
2020/9	10.48	-4.77	-18.14	100.65	-4.58	32.43	0.04	-0.08	-0.92	-
2020/8	11.01	0.58	-14.28	90.17	-2.7	33.91	0.04	-0.11	-0.84	-
2020/7	10.94	-8.46	-4.1	79.16	-0.84	34.27	0.04	-0.11	-0.73	-
2020/6	11.96	5.13	8.81	68.22	-0.3	34.46	0.05	-0.1	-0.63	-
2020/5	11.37	2.14	-3.51	56.26	-2.04	33.98	0.05	-0.1	-0.53	-
2020/4	11.13	-2.96	2.01	44.89	-1.66	33.32	0.05	-0.11	-0.42	-
2020/3	11.47	7.09	-0.5	33.76	-2.82	33.76	0.07	-0.1	-0.31	-
2020/2	10.71	-7.43	-2.27	22.29	-3.97	33.71	0.07	-0.11	-0.21	-
2020/1	11.57	1.26	-5.5	11.57	-5.5	35.54	0.06	-0.1	-0.1	-
2019/12	11.43	-8.87	-2.44	142.46	-2.19	36.97	0.1	-0.09	-1.19	-
2019/11	12.54	-3.54	-3.31	131.03	-2.17	38.35	0.1	-0.1	-1.11	-
2019/10	13.0	1.53	3.71	118.49	-2.05	38.65	0.1	-0.09	-1.0	-
2019/9	12.81	-0.28	3.78	105.49	-2.71	37.06	0.1	-0.09	-0.91	-
2019/8	12.84	12.53	10.43	92.68	-3.55	35.24	0.1	-0.11	-0.82	-
2019/7	11.41	3.86	-1.75	79.84	-5.48	34.19	0.11	-0.11	-0.71	-
2019/6	10.99	-6.77	-8.16	68.43	-6.07	33.69	0.14	-0.11	-0.6	-
2019/5	11.79	8.0	-6.15	57.44	-5.66	34.23	0.14	-0.1	-0.5	-
2019/4	10.91	-5.35	-13.33	45.65	-5.53	33.41	0.14	-0.1	-0.4	-
2019/3	11.53	5.18	-6.09	34.74	-2.78	34.74	0.15	-0.1	-0.3	-
2019/2	10.96	-10.49	-3.46	23.21	-1.05	34.92	0.15	-0.11	-0.2	-
2019/1	12.25	4.54	1.19	12.25	1.19	0.0	N/A	-0.09	-0.09	-
2018/12	11.71	-9.68	-6.42	145.66	6.26	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 YoY		稅前淨利 YoY		稅後淨利 YoY
2022 (10)	4247	6.92	-1.26	-1.25	0	129.31	2.25	6.29	31350.0	-42.1	0	-43.03	0	-53.58	0
2021 (9)	3972	4.06	-1.35	-1.29	0	126.47	-6.92	0.02	0	-49.92	0	-49.09	0	-53.74	0
2020 (8)	3817	30.27	-1.53	-1.42	0	135.87	-4.63	-2.31	0	-54.94	0	-53.52	0	-58.28	0
2019 (7)	2930	-31.83	-1.78	-1.24	0	142.46	-2.2	4.01	-57.25	-51.7	0	-51.45	0	-52.0	0
2018 (6)	4298	0.0	-0.77	-0.82	0	145.66	6.27	9.38	-19.0	-49.27	0	-47.54	0	-32.94	0
2017 (5)	4298	0.0	-0.93	-0.94	0	137.07	-3.15	11.58	0	-41.91	0	-42.53	0	-40.12	0
2016 (4)	4298	10.57	-1.19	-1.41	0	141.53	-4.69	-5.02	0	-70.37	0	-62.05	0	-51.29	0
2015 (3)	3887	8.48	-0.41	-0.92	0	148.49	-8.92	8.71	-69.86	-40.42	0	-17.75	0	-16.01	0
2014 (2)	3583	8.81	-2.35	0.44	0.0	163.03	-18.99	28.90	-16.59	0.47	-97.49	-102.06	0	-84.12	0
2013 (1)	3293	0.27	0.56	0.44	-42.86	201.25	-21.73	34.65	0	18.69	-52.0	18.55	-53.13	18.43	-44.19