玩股撇步(動畫小學堂)  

  • 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 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(%)
25Q1 (20)1180.850.85-0.23-235.29-151.111.19525.0376.0-0.23-115.97-151.1110.5416.59-3.319.09101.5832.299.94584.8860.32-7.29-361.29-208.641.05652.6354.41-0.27-235.0-150.94-5.98-257.37-171.28-7.29-361.29-208.643.63-142.64145.83
24Q4 (19)1170.08.330.17-50.0158.62-0.28-233.33-180.01.4413.39254.849.04-9.33-16.379.47-34.6983.53-2.05-135.650.492.79-44.97221.3-0.19-133.3313.640.2-48.72164.523.80-47.15198.962.79-44.97221.3-9.51-39.59-108.33
24Q3 (18)1170.010.380.34-29.17278.950.2116.67148.841.2736.56292.429.97-9.69-13.3814.503.72202.715.755.89316.175.07-26.63651.090.57-5.0283.870.39-30.36295.07.19-16.5911883.335.07-26.63651.09-4.21-11.25-5.66
24Q2 (17)1170.011.430.486.67860.00.18-28.0205.880.93106.67297.8711.041.28-24.5913.98-3.12359.875.43-12.422272.06.912.98659.340.6-11.761600.00.565.661020.08.622.74482.436.912.98659.341.05130.92161.00
24Q1 (16)1178.3311.430.45255.17186.540.25350.0164.10.45148.39186.5410.90.83-29.0414.43179.65968.896.20400.97358.336.71391.74296.770.68409.09283.780.53270.97196.368.39318.49380.66.71391.74296.77-2.62101.27213.37
23Q4 (15)1081.893.85-0.29-52.63-307.14-0.1076.74-100.0-0.93-40.91-119.710.81-6.08-33.025.167.7213.91-2.0622.56-329.17-2.30-150.0-282.54-0.2229.03-175.0-0.31-55.0-321.43-3.84-6500.0-618.92-2.30-150.0-282.54-13.73-266.31-38.10
23Q3 (14)1060.950.95-0.19-480.0-118.27-0.43-152.94-234.38-0.66-40.43-114.3811.51-21.38-47.754.7957.57-41.8-2.66-964.0-175.14-0.92-201.1-116.97-0.31-675.0-139.74-0.2-500.0-118.520.06-95.95-99.11-0.92-201.1-116.97-13.04-185.19-48.27
23Q2 (13)1050.00.960.05109.62-97.22-0.1756.41-113.6-0.479.62-113.214.64-4.69-47.843.04125.19-78.87-0.2589.58-102.610.91126.69-87.59-0.0489.19-101.490.05109.09-97.341.48149.5-86.570.91126.69-87.59-4.76-180.91-311.80
23Q1 (12)1050.960.96-0.52-471.43-129.55-0.39-680.0-128.47-0.52-111.02-129.5515.36-4.83-37.481.35-70.2-90.94-2.40-400.0-124.17-3.41-370.63-145.41-0.37-362.5-115.16-0.55-492.86-130.05-2.99-504.05-127.76-3.41-370.63-145.41-15.79-278.99-397.81
22Q4 (11)104-0.955.050.14-86.54-87.72-0.05-115.62-105.04.722.831.0716.14-26.74-16.684.53-44.96-64.1-0.48-113.56-105.991.26-76.75-77.74-0.08-110.26-105.160.14-87.04-87.610.74-88.97-90.451.26-76.75-77.74-24.13-64.38-95.01
22Q3 (10)1050.966.061.04-42.22-26.760.32-74.4-63.644.5928.9328.9322.03-21.5216.938.23-42.81-34.323.54-63.01-53.365.42-26.06-15.580.78-71.0-45.451.08-42.55-22.866.71-39.11-29.445.42-26.06-15.58-3.63-19.97-41.58
22Q2 (9)1040.05.051.802.2756.521.25-8.769.653.56102.2766.3628.0714.2553.8114.39-3.425.739.57-3.631.387.33-2.49.242.6910.2556.41.882.7364.9111.022.3233.257.33-2.49.2420.5528.3314.12
22Q1 (8)1045.058.331.7654.3976.01.3737.090.281.76-62.3176.024.5726.8545.1314.9018.0717.699.9323.9747.337.5132.6933.392.4457.42114.041.8361.9590.6210.7738.9745.347.5132.6933.3914.8317.3425.32
21Q4 (7)990.010.01.14-19.7250.01.0013.6478.574.6731.18169.9419.372.8153.012.620.7217.838.015.5357.065.66-11.849.91.558.39138.461.13-19.2966.187.75-18.5147.625.66-11.849.93.021.88-4.58
21Q3 (6)990.011.241.4223.4882.050.88-22.8146.673.5666.36267.0118.843.2331.9312.53-7.949.627.59-19.65.566.42-4.3224.91.43-16.8638.831.422.81102.99.5114.9935.286.42-4.3224.95.5119.2417.76
21Q2 (5)993.1210.01.1515.02775.01.1458.33375.02.14114.0970.018.257.848.0113.617.569.499.4440.06210.536.7119.18708.431.7250.88364.861.1418.752750.08.2711.61651.826.7119.18708.43--0.00
21Q1 (4)966.670.01.0031.580.00.7228.570.01.00-42.20.016.9333.730.012.6618.210.06.7432.160.05.639.320.01.1475.380.00.9641.180.07.4141.140.05.639.320.0--0.00
20Q4 (3)901.120.00.76-2.560.00.56-6.670.01.7378.350.012.66-11.340.010.71-6.30.05.10-29.070.05.150.190.00.65-36.890.00.68-1.450.05.25-25.320.05.150.190.0--0.00
20Q3 (2)89-1.110.00.781850.00.00.60150.00.00.97385.00.014.2815.820.011.4342.340.07.19136.510.05.14519.280.01.03178.380.00.691625.00.07.03539.090.05.14519.280.0--0.00
20Q2 (1)900.00.00.040.00.00.240.00.00.200.00.012.330.00.08.030.00.03.040.00.00.830.00.00.370.00.00.040.00.01.100.00.00.830.00.0--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)
2025/54.81-8.0322.8520.5810.9414.05N/A-
2025/45.2330.7840.2315.777.7611.52N/A-
2025/34.075.21-0.1810.54-3.3510.541.12-
2025/22.28-46.28-32.376.54-5.199.831.2114年2月部分出貨受出口船運時程影響,該部分營業收入遞延至次月114年3月認列。
2025/14.2528.9720.94.2520.910.251.15-
2024/123.321.95-15.8240.96-21.719.040.94-
2024/112.7-11.22-19.5437.66-22.199.010.95-
2024/103.04-6.63-13.934.96-22.399.310.92-
2024/93.268.71-14.8131.91-23.119.970.84-
2024/83.0-19.13-24.9328.65-23.9510.10.83-
2024/73.719.420.7325.65-23.8411.020.76-
2024/63.39-13.45-20.2821.94-26.8611.040.68-
2024/53.924.97-23.7218.55-27.9411.660.64-
2024/43.73-6.91-28.9714.63-28.9911.120.67-
2024/34.0118.7-23.4910.9-29.010.90.74-
2024/23.38-3.96-36.126.89-31.8510.810.74-
2024/13.52-10.2-27.183.52-27.1810.790.74-
2023/123.9216.56-22.1452.32-42.3910.810.79-
2023/113.36-5.0-39.8848.4-43.5710.720.79-
2023/103.54-7.62-36.045.04-43.8311.360.75-
2023/93.83-4.19-47.1141.51-44.4111.511.09-
2023/84.08.52-41.3137.68-44.1211.931.05-
2023/73.68-13.4-53.8333.68-44.4413.070.96營收較去年同期減少,主要係先進材料、動力電池、氧化觸媒及原料金屬收入銷售減少。
2023/64.25-17.19-53.6830.0-43.0214.640.83營收較去年同期減少,主要係先進材料、動力電池、氧化觸媒及原料金屬收入銷售減少。
2023/55.14-2.24-50.2225.75-40.7615.630.78112年5月營收較去年度同期減少518,273仟元(減少50.23%),主要係先進材料、動力電池、氧化觸媒及原料金屬收入銷售減少。
2023/45.250.25-38.7220.61-37.8215.780.77-
2023/35.24-0.88-49.1715.36-37.5115.361.14-
2023/25.299.47-26.3710.12-29.0715.151.16-
2023/14.83-3.98-31.814.83-31.8115.451.14-
2022/125.03-10.0-23.6990.8223.7416.141.39-
2022/115.591.12-15.8485.7928.4318.351.23-
2022/105.53-23.66-9.9480.233.3119.571.15-
2022/97.246.319.6474.6738.2322.030.89-
2022/86.81-14.6410.4367.4342.2123.970.82-
2022/77.98-13.1131.3760.6246.9627.480.72-
2022/69.18-11.0263.4452.6549.6528.070.84月營收較去年同期增加主係動力電池材料銷售增加所致。
2022/510.3220.3566.1443.4747.0329.20.8月營收較去年同期增加主係氧化觸媒及原料金屬銷售增加
2022/48.57-16.8533.5333.1541.9426.060.9-
2022/310.3143.5962.3624.5745.1324.570.88本月營收較去年同期增加主係動力電池材料及原料金屬銷售增加
2022/27.181.3741.1314.2634.820.861.03-
2022/17.087.4528.937.0828.9320.321.06-
2021/126.59-0.7437.8973.3938.8519.370.99-
2021/116.648.2159.9866.838.9419.380.98本月營收較去年同期增加主係動力電池材料銷售增加
2021/106.14-7.0564.3460.1636.9518.91.01本月營收較去年同期增加64.34%主係動力電池材料銷售增加
2021/96.67.0736.854.0234.4118.840.97-
2021/86.171.5549.447.4234.0817.861.03-
2021/76.078.0913.9141.2532.0617.91.02-
2021/65.62-9.5528.8735.1835.7918.250.64-
2021/56.21-3.2656.8929.5637.1918.980.61本月營收較去年同期增加56.90%主係動力電池材料銷售增加
2021/46.421.160.1523.3532.7617.860.65本月營收較去年同期增加60.16%主係動力電池材料銷售增加
2021/36.3524.8150.0816.9324.6716.930.8本月營收較去年同期增加50.09%主係動力電池材料銷售增加
2021/25.09-7.3923.8910.5813.1715.360.88-
2021/15.4914.924.785.494.7814.420.94-
2020/124.7815.16-5.5952.85-17.0212.660.83-
2020/114.1511.16-21.1848.07-18.012.710.83-
2020/103.73-22.62-35.2943.92-17.6912.690.83-
2020/94.8316.93-10.1540.19-15.5614.280.75-
2020/84.13-22.56-32.4835.36-16.2413.820.78-
2020/75.3322.28-2.7931.24-13.490.0N/A-
2020/64.3610.11-6.3725.91-15.410.0N/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營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2024 (10)1178.331.3900.36040.96-21.7113.23292.584.0605.5001.6602.9301.690
2023 (9)1083.85-0.930-1.09052.32-42.393.37-70.12-1.790-1.420-0.930-0.650-1.00
2022 (8)1045.054.47-3.252.90-22.6790.8223.7511.28-12.226.42-19.355.84-4.425.83-0.177.3421.124.936.48
2021 (7)9910.04.62167.053.75167.8673.3938.8612.8542.787.9694.626.1195.215.84170.376.06194.174.63198.71
2020 (6)90-1.11.7323.571.4017.6552.85-17.039.0017.044.098.23.1330.422.16-10.372.06-9.651.5521.09
2019 (5)917.061.40-69.631.19-65.863.70.937.69-37.833.78-57.052.40-64.712.41-56.652.28-57.621.28-67.43
2018 (4)8511.844.61-6.683.48-1.1463.1126.712.37-19.28.80-17.66.80-23.255.564.515.381.73.93-4.61
2017 (3)765.564.9484.333.52417.6549.8124.7115.3176.3810.68220.728.8650.685.32300.05.2995.934.1289.86
2016 (2)727.462.6869.620.68-33.9839.942.258.68-19.853.33-42.595.8840.01.33-41.412.722.732.1788.7
2015 (1)6724.071.58-42.961.03635.7139.0631.610.8305.8004.2002.27393.482.2-1.791.15-41.03

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