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(%)
24Q3 (20)591.721.720.59-61.18-72.430.51-36.25-51.432.6129.85-71.033.4711.22-16.3950.16-9.16-10.8110.04-51.19-53.68.70-67.0-70.120.35-45.31-61.110.35-60.23-72.011.58-65.81-68.528.70-67.0-70.1213.8271.41116.98
24Q2 (19)580.026.091.52204.0-57.890.80270.21-67.872.01302.0-71.773.1216.42-46.1155.222.16-12.0720.57372.81-33.4526.36134.1-5.650.64420.0-64.250.88203.45-47.3133.87143.84-1.4326.36134.1-5.6514.99210.14-38.58
24Q1 (18)5811.5428.890.50216.28-85.71-0.47-347.37-117.470.50-93.91-85.712.6813.56-49.5354.0512.39-14.18-7.540-121.1311.26221.34-60.63-0.20-110.530.29231.82-81.5313.89198.09-60.7611.26221.34-60.63-14.7948.09-214.63
23Q4 (17)52-10.3415.56-0.43-120.09-117.480.19-81.9-92.438.21-8.88-38.52.36-43.13-52.5248.09-14.49-17.510.00-100.0-100.0-9.28-131.87-144.790-100.0-100.0-0.22-117.6-120.0-14.16-138.49-155.42-9.28-131.87-144.79-35.73-80.41-69.87
23Q3 (16)5826.0928.892.14-40.72-30.741.05-57.83-4.559.0126.54-17.264.15-28.32-6.5356.24-10.45-3.1821.64-29.99-1.1929.124.22-6.160.9-49.72-7.221.25-25.15-9.4236.797.07-4.1229.124.22-6.16-9.64-18.79-32.63
23Q2 (15)462.222.223.613.14-3.222.49-7.432.897.12103.43-8.725.799.045.2762.80-0.2911.6230.91-13.39-9.2827.94-2.31-9.551.79-5.79-4.281.676.370.034.36-2.94-10.5227.94-2.31-9.557.9422.71-0.13
23Q1 (14)450.00.03.5042.28-14.02.697.1712.553.50-73.78-14.05.316.84-13.0962.988.037.8235.697.5318.5728.6038.03-3.481.915.153.261.5742.73-13.7435.4038.55-3.9628.6038.03-3.489.3910.9567.67
22Q4 (13)450.00.02.46-20.39-34.572.51128.18-11.3113.3522.59-27.884.9711.94-21.6158.300.36-0.4633.1951.55-1.1320.72-33.23-22.161.6570.1-22.541.1-20.29-34.5225.55-33.41-24.1620.72-33.23-22.16-3.67-18.7736.82
22Q3 (12)450.00.03.09-17.16-45.881.10-54.55-73.8110.8939.62-26.124.44-19.27-37.6458.093.25-9.3821.90-35.72-50.2431.030.45-14.520.97-48.13-69.111.38-17.37-46.0938.37-0.08-15.0431.030.45-14.52-14.62-12.75-26.64
22Q2 (11)450.00.03.73-8.35-11.612.421.26-34.777.8091.65-13.625.5-9.98-23.0856.26-3.68-6.4234.0713.19-11.1430.894.2518.811.871.63-31.751.67-8.24-11.6438.404.1812.3130.894.2518.81-6.80-0.05-7.15
22Q1 (10)450.00.04.078.24-15.382.39-15.55-35.234.07-78.01-15.386.11-3.63-11.3258.41-0.27-7.8730.10-10.34-22.729.6311.31-4.261.84-13.62-31.341.828.33-15.3536.869.41-4.2829.6311.31-4.26-7.29-12.95-24.09
21Q4 (9)450.02.273.76-34.1519.372.83-32.625.218.5125.5823.246.34-10.9614.0358.57-8.63-2.4333.57-23.725.9726.62-26.679.952.13-32.1721.021.68-34.3821.7433.69-25.420.7126.62-26.679.95-5.690.58-9.70
21Q3 (8)450.00.05.7135.31184.084.2013.21129.5114.7463.2323.457.12-0.4248.9564.106.627.6944.0114.7963.9736.3039.62102.233.1414.6145.312.5635.45184.4445.1632.0995.6736.3039.62102.231.6811.526.88
21Q2 (7)450.02.274.22-12.27-10.43.710.54-7.719.0387.73-9.77.153.775.6160.12-5.17-10.838.34-1.54-9.4526.00-15.99-14.672.742.24-4.531.89-12.09-8.2534.19-11.22-9.3826.00-15.99-14.6713.8520.2218.86
21Q1 (6)452.274.654.8152.7-9.253.6937.17-1.64.81-67.98-9.256.8923.920.4463.405.61-2.1838.9422.92-3.8330.9527.84-6.722.6852.27-3.62.1555.8-4.8738.5137.98-6.7330.9527.84-6.7220.1254.7142.08
20Q4 (5)44-2.222.333.1556.7258.292.6946.9934.515.0225.8-24.945.5616.3223.5660.030.866.2331.6818.0321.8924.2134.8726.751.7637.550.431.3853.3362.3527.9120.9348.9324.2134.8726.75--0.00
20Q3 (4)452.270.02.01-57.320.01.83-54.480.011.9419.40.04.78-29.390.059.52-11.690.026.84-36.610.017.95-41.090.01.28-55.40.00.9-56.310.023.08-38.830.017.95-41.090.0--0.00
20Q2 (3)442.330.04.71-11.130.04.027.20.010.0088.680.06.77-1.310.067.404.00.042.344.570.030.47-8.170.02.873.240.02.06-8.850.037.73-8.620.030.47-8.170.0--0.00
20Q1 (2)430.00.05.30166.330.03.7587.50.05.30-73.510.06.8652.440.064.8114.690.040.4955.790.033.1873.720.02.78137.610.02.26165.880.041.29120.330.033.1873.720.0--0.00
19Q4 (1)430.00.01.990.00.02.000.00.020.010.00.04.50.00.056.510.00.025.990.00.019.100.00.01.170.00.00.850.00.018.740.00.019.100.00.0--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)
2024/112.0913.83183.9713.19-21.945.22N/A產業景氣復甦
2024/101.8442.55101.8411.1-31.324.19N/A產業景氣復甦
2024/91.2921.0119.939.26-39.273.460.9-
2024/81.07-4.0-24.347.97-43.773.230.96-
2024/71.115.41-33.456.9-45.913.210.97-
2024/61.050.15-44.515.79-47.783.140.91-
2024/51.051.5-46.574.74-48.463.020.95-
2024/41.0410.86-46.123.69-48.972.890.99-
2024/30.931.9-49.482.65-50.02.651.03主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2024/20.9213.98-49.91.72-50.282.431.13主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2024/10.812.88-50.70.8-50.72.251.22主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2023/120.71-3.29-61.717.61-16.242.361.11主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2023/110.74-19.08-52.9516.9-11.832.720.96主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2023/100.91-15.29-39.8816.16-8.173.390.77-
2023/91.07-23.66-28.8215.25-5.194.150.62-
2023/81.41-15.576.0914.17-2.744.970.52-
2023/71.67-12.091.712.77-3.625.530.47-
2023/61.9-3.564.0311.1-4.385.790.53-
2023/51.972.3511.889.2-5.945.740.53-
2023/41.923.940.557.23-9.855.60.55-
2023/31.851.05-9.235.31-13.115.310.67-
2023/21.8312.16-10.613.46-15.055.320.67-
2023/11.63-12.3-19.531.63-19.535.060.7-
2022/121.8618.8-4.7521.02-23.564.940.67-
2022/111.573.38-31.6919.16-25.04.590.72-
2022/101.510.29-27.8417.6-24.344.350.76-
2022/91.5113.77-38.0516.08-23.994.480.88-
2022/81.33-19.06-43.6714.57-22.164.790.82-
2022/71.64-10.07-29.5313.25-19.065.220.75-
2022/61.823.71-25.711.61-17.335.490.73-
2022/51.76-8.01-26.339.78-15.565.710.7-
2022/41.91-6.17-17.238.02-12.766.00.67-
2022/32.04-0.47-27.86.11-11.266.110.6-
2022/22.050.972.124.070.216.030.61-
2022/12.033.8-1.652.03-1.656.270.59-
2021/121.95-14.795.6827.5114.716.340.63-
2021/112.299.222.5125.5515.466.830.58-
2021/102.1-13.8813.9723.2614.816.890.58-
2021/92.443.4445.4621.1614.897.120.58-
2021/82.361.2546.6518.7211.837.140.57-
2021/72.33-5.1955.0516.378.147.170.57今年載板市場新產品開發銷售貢獻營收
2021/62.452.8324.4514.042.977.150.52-
2021/52.393.346.5111.59-0.657.520.49-
2021/42.31-18.15-9.739.2-2.367.140.52-
2021/32.8240.7811.626.890.386.890.56-
2021/22.0-2.76-9.844.07-6.165.910.65-
2021/12.0611.55-2.282.06-2.285.780.67-
2020/121.85-1.2230.7423.98-5.645.560.65-
2020/111.871.5938.8722.13-7.785.390.67-
2020/101.849.897.1120.26-10.555.120.71-
2020/91.684.28-7.3118.42-12.014.780.78-
2020/81.617.06-29.316.74-12.455.080.74-
2020/71.5-23.9-35.9515.13-10.185.710.66-
2020/61.97-11.98-25.7613.63-6.016.770.55-
2020/52.24-12.42-13.9111.66-1.597.330.51-
2020/42.561.210.749.421.877.310.51-
2020/32.5313.710.296.862.36.860.53-
2020/22.225.384.744.333.525.750.64-
2020/12.1149.272.262.112.260.0N/A-
2019/121.414.91-46.6425.41-18.290.0N/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
2023 (10)5215.568.17-38.26.41-23.8717.61-16.2259.342.7426.03-13.6423.44-16.734.58-27.765.06-31.064.26-28.64
2022 (9)450.013.22-28.08.42-41.6921.02-23.5657.76-6.2530.14-22.4428.15-6.326.34-40.697.34-29.765.97-27.9
2021 (8)452.2718.3622.9714.4417.4927.514.6861.61-2.7938.867.2330.0510.0710.6923.0110.4529.988.2825.45
2020 (7)442.3314.93-24.8212.29-16.7323.98-5.763.38-1.6436.24-13.927.30-19.898.69-18.798.04-23.656.6-22.63
2019 (6)430.019.86-34.0414.76-30.7725.43-18.2864.44-7.4542.09-17.3234.08-18.910.7-32.4510.53-35.088.53-34.18
2018 (5)430.030.11179.3121.32160.9531.12119.069.638.7650.9127.7542.0229.4115.84179.8616.22196.5312.96179.91
2017 (4)430.010.78133.848.17143.1514.2175.4364.023.8139.8531.0432.4730.985.66130.085.47121.464.63132.66
2016 (3)430.04.6125.963.3636.038.132.7961.670.9330.411.9424.79-2.132.4635.162.4726.671.9925.16
2015 (2)430.03.66-8.042.47-2.766.1-6.7361.1010.1929.8311.625.33-3.611.824.01.95-1.021.59-7.56
2014 (1)4313.163.98-24.912.54-23.266.54-8.6655.45026.73026.2801.75-25.211.97-19.261.72-16.1

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