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)2651.928.610.57-25.97-13.640.57-17.3916.332.1931.9315.2619.48-12.09-1.7219.08-2.26.719.66-8.7818.677.90-13.09-1.621.88-20.016.771.51-24.12-5.629.61-14.8-1.037.90-13.09-1.62-3.00-19.73-3.05
24Q2 (19)2602.779.70.77-13.4813.240.6911.2930.191.6686.5229.6922.166.08-2.5119.514.1619.5510.596.6526.679.09-16.9124.182.3512.9823.681.99-11.9523.611.28-12.2221.299.09-16.9124.18-15.96-19.03-20.87
24Q1 (18)2533.696.750.89-24.5848.330.62-53.0321.570.89-71.148.3320.89-38.0112.4318.73-1.839.669.93-20.511.8210.9424.8938.662.08-50.5926.062.26-21.858.0412.8520.4337.4310.9424.8938.6616.0127.1158.18
23Q4 (17)2440.02.951.1878.79162.221.32169.39200.03.0862.1143.2633.770.0337.2719.086.7117.4912.4953.44129.178.769.0991.274.21161.49214.182.8980.62172.6410.679.89113.48.769.0991.2728.6237.9380.92
23Q3 (16)2442.952.950.66-2.9424.530.49-7.5575.01.9048.4411.7619.82-12.810.8517.889.567.788.14-2.6358.378.039.710.01.61-15.2675.01.6-0.6226.989.714.4121.838.039.710.04.775.20-1.81
23Q2 (15)2370.04.870.6813.333.030.533.9215.221.28113.334.0722.7322.3415.2116.32-4.456.048.36-5.8611.477.32-7.22-5.181.915.1528.381.6112.598.059.30-0.535.27.32-7.22-5.18-0.9923.339.91
23Q1 (14)2370.04.870.6033.335.260.5115.9137.840.60-72.095.2618.58-24.3224.3617.085.17-12.418.8862.947.517.8972.27-9.931.6523.1334.151.4334.9111.729.3587.0-8.427.8972.27-9.936.499.1236.52
22Q4 (13)2370.04.870.45-15.0932.350.4457.1491.32.1526.4734.3724.5537.347.816.24-2.1113.095.456.0338.684.58-37.261.551.3445.65106.151.06-15.8737.665.00-37.260.814.58-37.261.5513.96-17.399.00
22Q3 (12)2374.874.870.53-19.715.220.28-39.13-17.651.7038.2134.9217.88-9.3826.916.597.8-9.895.14-31.47-37.247.30-5.44-3.440.92-37.84-20.01.26-15.4422.337.97-9.84-11.847.30-5.44-3.4411.34-1.96-7.41
22Q2 (11)2260.05.120.6615.7965.00.4624.3270.371.23115.7944.7119.7332.0644.0115.39-21.08-16.97.50-9.216.647.72-11.8720.061.4820.3368.181.4916.4173.268.84-13.4219.147.72-11.8720.0611.0141.7242.59
22Q1 (10)2260.05.120.5767.6526.670.3760.8712.120.57-64.3826.6714.94-10.0520.2919.5035.797.738.26110.18-4.48.7694.2410.051.2389.2314.951.2866.2333.3310.21105.858.628.7694.2410.053.9220.7814.26
21Q4 (9)2260.05.120.34-26.0925.930.23-32.3535.291.6026.985.9616.6117.8915.9114.36-22.0-12.63.93-52.01-21.44.51-40.3421.890.65-43.48-9.720.77-25.2432.764.96-45.13-14.634.51-40.3421.8910.37-5.54-3.21
21Q3 (8)2265.125.120.4615.015.00.3425.9317.241.2648.241.6114.092.8517.6118.41-0.5912.888.1927.3724.667.5617.575.151.1530.6845.571.0319.7718.399.0421.8323.337.5617.575.156.581.953.88
21Q2 (7)2150.04.880.40-11.11-9.090.27-18.18-15.620.8588.89-2.313.710.317.7918.522.32-6.986.43-25.58-25.326.43-19.22-11.80.88-17.76-19.270.86-10.42-4.447.42-21.06-17.06.43-19.22-11.8-1.5127.7837.97
21Q1 (6)2150.04.880.4566.674.650.3394.1217.860.45-70.24.6512.42-13.332.4818.1010.16-0.498.6472.817.717.96115.149.191.0748.6120.220.9665.527.879.4061.798.87.96115.149.193.1517.0926.37
20Q4 (5)2150.04.880.27-32.5-25.00.17-41.38-29.171.5121.774.8614.3319.625.2916.430.7411.095.00-23.925.03.70-48.54-33.330.72-8.8633.330.58-33.33-20.555.81-20.7421.83.70-48.54-33.33--0.00
20Q3 (4)2154.880.00.40-9.090.00.29-9.380.01.2442.530.011.98-5.740.016.31-18.080.06.57-23.690.07.19-1.370.00.79-27.520.00.87-3.330.07.33-18.010.07.19-1.370.0--0.00
20Q2 (3)2050.00.00.442.330.00.3214.290.00.87102.330.012.714.870.019.919.460.08.6117.30.07.290.00.01.0922.470.00.91.120.08.943.470.07.290.00.0--0.00
20Q1 (2)2050.00.00.4319.440.00.2816.670.00.43-70.140.012.12-10.950.018.1922.990.07.3483.50.07.2931.350.00.8964.810.00.8921.920.08.6481.130.07.2931.350.0--0.00
19Q4 (1)2050.00.00.360.00.00.240.00.01.440.00.013.610.00.014.790.00.04.000.00.05.550.00.00.540.00.00.730.00.04.770.00.05.550.00.0--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)
2024/107.162.81-23.7369.37-1.420.13N/A-
2024/96.9615.75-10.4162.212.0219.421.26-
2024/86.01-6.61-4.4855.253.8421.141.16-
2024/76.44-27.8511.9249.234.9622.331.1-
2024/68.6820.51.3142.553.421.921.14-
2024/57.2119.583.9833.873.9521.751.15-
2024/46.03-29.19-17.5426.663.9420.181.23-
2024/38.5150.819.6320.6312.5120.631.16-
2024/25.64-12.81-5.1612.128.024.630.97-
2024/16.47-48.2622.876.4722.8730.680.78-
2023/1212.527.0141.5894.5723.1333.60.79-
2023/1111.724.6152.0182.0520.7328.850.92主因:配合高科技半導體海內外建廠,使銷貨增加所致
2023/109.3920.7517.1970.3616.7423.451.13-
2023/97.7723.4212.1760.9716.6719.821.54-
2023/86.39.428.2253.217.3620.621.48-
2023/75.75-32.8715.5546.918.7121.261.43-
2023/68.5723.688.9741.1519.1622.811.19-
2023/56.93-5.1819.832.5822.1721.361.27-
2023/47.312.7321.9625.6522.8320.381.34-
2023/37.1219.5420.8818.3423.1818.341.49-
2023/25.9512.9525.3311.2224.6720.061.37-
2023/15.27-40.3823.945.2723.9421.81.26-
2022/128.8414.8962.9976.835.1524.540.97主因:配合高科技半導體建廠,使銷貨增加所致。
2022/117.69-3.9317.0167.9632.2122.631.05-
2022/108.0115.5875.3860.2734.4420.751.14主因配合高科技半導體建廠,使銷貨增加所致。
2022/96.9319.0843.7352.2629.817.731.3-
2022/85.8216.8331.1145.3327.918.661.24-
2022/74.98-36.69-5.239.5127.4418.631.24-
2022/67.8735.9755.3434.5334.119.640.96主因配合高科技半導體建廠進度,並完成驗收程序,金額約2億4仟萬所致
2022/55.79-3.4727.9826.6628.917.661.07-
2022/45.991.8255.2420.8829.1616.631.13主因配合高科技半導體建廠進度,並完成驗收程序,金額約2億1仟萬所致
2022/35.8923.9340.3414.8920.9714.891.18-
2022/24.7511.715.59.010.9614.421.22-
2022/14.25-21.616.34.256.316.251.08-
2021/125.42-17.51-4.3656.8211.3116.560.95-
2021/116.5743.9937.7851.413.2715.960.98-
2021/104.57-5.2720.2844.8310.3913.821.14-
2021/94.828.6318.7440.269.3614.511.05-
2021/84.44-15.5322.2635.448.214.751.04-
2021/75.253.7426.0131.06.4514.841.03-
2021/65.0612.0221.3925.753.1813.440.99-
2021/54.5217.083.8120.69-0.4612.571.05-
2021/43.86-7.95-10.516.16-1.5912.171.09-
2021/34.192.0-10.4612.31.5712.30.97-
2021/24.112.8114.688.119.1613.780.87-
2021/14.0-29.474.014.04.0114.440.83-
2020/125.6718.84-0.5351.055.5114.240.77-
2020/114.7725.712.6945.386.3112.630.87-
2020/103.8-6.491.0340.615.6111.480.96-
2020/94.0611.8517.8536.816.1111.861.06-
2020/83.63-12.944.9232.754.8211.971.05-
2020/74.17-0.0629.1729.124.812.690.99-
2020/64.17-4.19-18.2224.951.612.840.98-
2020/54.350.942.6120.786.813.350.95-
2020/44.31-7.93.3816.437.9712.581.0-
2020/34.6830.6412.1612.119.712.110.93-
2020/23.59-6.751.37.438.213.130.86-
2020/13.84-32.5615.543.8415.5413.780.81-
2019/125.734.6412.8548.3813.240.0N/A-
2019/114.2312.7-11.5742.6813.290.0N/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)2442.952.9939.072.8482.0594.8323.0117.786.219.8853.188.0918.629.3788.539.3758.287.5247.74
2022 (9)2374.872.1534.371.5633.3377.0935.6716.74-2.566.45-2.576.825.254.9732.185.9238.325.0940.61
2021 (8)2265.121.605.961.179.3556.8211.1117.18-2.836.62-2.936.483.513.767.744.2810.033.6211.73
2020 (7)2154.881.514.861.0716.351.146.1217.681.436.8218.616.261.463.4925.993.8918.63.249.46
2019 (6)2053.021.4432.110.9273.5848.1912.717.4311.85.7544.846.1725.412.7762.943.2834.432.9637.04
2018 (5)1990.01.0987.930.5339.4742.7613.015.596.23.9730.164.9259.221.746.552.4487.692.1686.21
2017 (4)1990.00.5813.730.38123.5337.84-3.1214.6819.163.05108.93.0923.61.16103.511.316.071.1614.85
2016 (3)1990.00.51-13.560.17-26.0939.0610.2512.32-5.011.46-34.532.50-24.920.57-27.851.12-16.421.01-12.93
2015 (2)1990.510.597.270.2315.035.434.1112.97-4.632.2323.893.332.150.7929.511.3415.521.166.42
2014 (1)1982.590.5552.780.20-25.9334.03-1.5613.6001.8003.2600.61-8.961.1675.761.0955.71

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