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)1210.00.0-0.99-54.69-306.25-0.6926.6-137.93-1.60-158.06-280.958.4910.26-13.014.7656.07-63.38-10.5126.4-14914.29-13.98-51.63-350.99-0.8919.09-8800.0-1.2-55.84-306.9-14.83-55.61-256.27-13.98-51.63-350.9917.12-1677.356.68
24Q2 (19)1210.00.0-0.64-3300.0-404.76-0.94-13.25-261.54-0.62-3200.031.117.723.99-17.033.05-58.5-76.04-14.28-10.19-927.34-9.22-623.86-383.69-1.1-37.5-746.15-0.77-3950.0-396.15-9.53-376.23-299.79-9.22-623.86-383.69-0.46-1598.12-6.62
24Q1 (18)1210.00.00.02103.77101.8-0.8306.740.02102.11101.86.21-24.91-28.957.35-22.39327.33-12.96-93.4314.741.76124.55111.88-0.8-45.4539.850.02103.08101.483.45123.7118.881.76124.55111.88-20.09-53.3250.00
23Q4 (17)1210.00.0-0.53-210.42-341.670.00100.0-100.0-0.95-126.19-129.418.27-15.27-20.569.47-27.15-54.65-6.70-9471.43-177.64-7.17-228.73-1529.55-0.55-5400.0-161.11-0.65-212.07-364.29-14.56-253.42-1697.53-7.17-228.73-1529.55-5.05-40.9244.23
23Q3 (16)1210.00.00.48128.57-51.02-0.29-11.54-2800.0-0.4253.33-112.579.765.17-12.8613.002.12-20.49-0.0794.96-102.655.5771.38-49.04-0.0192.31-103.330.58123.08-51.269.4998.95-29.025.5771.38-49.045.67123.7529.63
23Q2 (15)1210.00.00.21118.92-81.9-0.2670.79-146.43-0.9018.92-138.149.286.18-31.1612.73640.12-37.2-1.3990.86-118.733.25121.94-68.72-0.1390.23-113.00.26119.26-81.564.77126.11-62.913.25121.94-68.72-4.93-353.04-79.10
23Q1 (14)1210.00.0-1.11-825.0-191.74-0.89-228.99-192.71-1.11-134.37-191.748.74-16.04-41.541.72-91.76-91.4-15.20-276.13-252.0-14.81-3265.91-248.1-1.33-247.78-189.26-1.35-864.29-192.47-18.27-2155.56-252.12-14.81-3265.91-248.1-11.54-468.623385.51
22Q4 (13)1210.00.0-0.12-112.24-110.810.697000.0-31.683.23-3.2923.2810.41-7.05-28.1120.8827.71-2.798.63226.89-18.58-0.44-104.03-104.420.9200.0-41.18-0.14-111.76-110.45-0.81-106.06-107.11-0.44-104.03-104.42-11.98-63.883449.11
22Q3 (12)1210.00.00.98-15.5242.03-0.01-101.79-101.353.3441.53122.6711.2-16.91-8.3516.35-19.34-21.852.64-64.42-65.8510.935.262.170.3-70.0-68.091.19-15.643.3713.373.9787.2510.935.262.17-13.37-9.82-71.73
22Q2 (11)1210.00.01.16-4.13404.350.56-41.6740.02.3695.04187.813.48-9.8338.420.271.35-3.847.42-25.828.1510.393.9212.951.0-32.8978.571.41-3.42422.2212.867.08251.3710.393.9212.95-3.292.44-23.31
22Q1 (10)1210.00.831.219.01105.080.96-4.9543.281.21-53.82105.0814.953.2532.7720.00-6.89-8.0910.00-5.668.1110.000.463.671.49-2.6143.271.468.96105.6312.015.4443.6610.000.463.6710.8734.9415.77
21Q4 (9)1210.05.221.1160.8721.981.0136.49-11.42.6274.67-23.3914.4818.4914.9221.482.682.0910.6037.13-11.09.9647.7718.431.5362.772.01.3461.4527.6211.3959.5222.479.9647.7718.4321.98130.4460.75
21Q3 (8)1210.05.220.69200.0-33.010.7485.0-41.731.5082.93-40.9412.2225.46-4.3820.92-0.76-16.227.7333.51-47.386.74103.01-28.830.9467.86-50.00.83207.41-29.667.1495.08-39.76.74103.01-28.835.9869.4922.35
21Q2 (7)1210.836.140.23-61.02-83.090.40-40.3-72.410.8238.98-45.79.74-13.5-33.9221.08-3.13-9.535.79-37.41-59.713.32-45.66-68.970.56-46.15-73.580.27-61.97-82.473.66-56.22-71.653.32-45.66-68.97-12.07-48.09-40.77
21Q1 (6)1204.356.190.59-35.16293.330.67-41.23116.130.59-82.75293.3311.26-10.6321.2121.763.4225.279.25-22.33101.976.11-27.35226.741.04-30.67141.860.71-32.38317.658.36-10.11244.036.11-27.35226.74-6.02-23.40-25.73
20Q4 (5)1150.01.770.91-11.6551.671.14-10.2421.283.4234.65238.6112.6-1.41-6.1121.04-15.74-15.511.91-18.9210.588.41-11.1976.311.5-20.214.171.05-11.0256.729.30-21.4528.458.41-11.1976.31--0.00
20Q3 (4)1150.880.01.03-24.260.01.27-12.410.02.5468.210.012.78-13.30.024.977.170.014.692.230.09.47-11.50.01.88-11.320.01.18-23.380.011.84-8.290.09.47-11.50.0--0.00
20Q2 (3)1140.880.01.36806.670.01.45367.740.01.51906.670.014.7458.670.023.3034.140.014.37213.760.010.70472.190.02.12393.020.01.54805.880.012.91431.280.010.70472.190.0--0.00
20Q1 (2)1130.00.00.15-75.00.00.31-67.020.00.15-85.150.09.29-30.770.017.37-30.240.04.58-57.470.01.87-60.80.00.43-70.140.00.17-74.630.02.43-66.440.01.87-60.80.0--0.00
19Q4 (1)1130.00.00.600.00.00.940.00.01.010.00.013.420.00.024.900.00.010.770.00.04.770.00.01.440.00.00.670.00.07.240.00.04.770.00.0--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)
2024/102.56-10.2-9.9724.96-18.518.38N/A-
2024/92.86-3.42-10.4922.4-19.398.490.99-
2024/82.9610.48-12.0319.54-20.558.171.03-
2024/72.685.65-16.7216.58-21.897.61.11-
2024/62.535.95-15.713.91-22.827.71.09-
2024/52.39-13.99-30.011.38-24.247.771.08-
2024/42.787.06-2.998.98-22.546.751.25-
2024/32.688.53-18.726.21-28.966.211.21-
2024/21.38-38.32-44.853.61-34.865.961.26-
2024/12.23-4.93-26.662.23-26.667.650.98-
2023/122.35-23.57-34.0636.05-27.958.270.93-
2023/113.077.89-10.2633.71-27.489.110.84-
2023/102.85-10.72-16.7830.63-28.859.40.82-
2023/93.19-5.09-12.2927.78-29.899.760.85-
2023/83.364.594.624.59-31.679.580.87-
2023/73.216.95-26.1621.23-35.229.630.86-
2023/63.0-12.02-37.818.02-36.619.280.85-
2023/53.4219.19-20.3615.02-36.379.470.83-
2023/42.87-10.29-34.3211.6-39.928.560.92-
2023/33.1927.91-49.248.74-41.568.741.0-
2023/22.5-17.98-39.285.54-35.979.10.96-
2023/13.04-14.53-32.973.04-32.9710.030.87-
2022/123.564.01-13.250.044.8910.411.13-
2022/113.420.06-34.8646.486.5910.481.12-
2022/103.42-5.91-33.1343.0612.2710.271.14-
2022/93.6413.2-18.1539.6319.2711.21.11-
2022/83.21-26.17-14.3636.025.0512.41.01-
2022/74.35-9.98.132.7830.9613.470.92-
2022/64.8312.6521.1428.4335.3413.480.94-
2022/54.29-1.6944.7923.638.6714.940.85-
2022/44.36-30.6756.0719.3137.3814.770.86因缺料問題獲得緩解及客戶需求強勁,故本月營收較去年同期增加
2022/36.2953.0161.3214.9532.7314.950.82因缺料問題獲得緩解及客戶需求強勁,故本月營收較去年同期增加
2022/24.11-9.4459.628.6517.5912.760.96因缺料問題獲得緩解及客戶需求強勁,故本月營收較去年同期增加
2022/14.5410.66-5.054.54-5.0513.90.88-
2021/124.1-21.94-3.6647.71-3.514.480.97-
2021/115.262.7230.7643.6-3.4914.820.95-
2021/105.1215.1718.4738.35-6.8413.311.05-
2021/94.4418.457.6233.23-9.812.221.03-
2021/83.75-6.81-15.8628.78-12.0111.771.07-
2021/74.030.95-3.8925.03-11.410.981.15-
2021/63.9934.64-3.3121.01-12.79.741.31-
2021/52.965.96-38.717.02-14.659.661.32-
2021/42.8-28.34-51.3714.06-6.969.271.38因去年同期的基期較高,且受到面板、IC缺料嚴重影響供應鏈出貨所致
2021/33.951.4-22.5411.2620.3111.261.04-
2021/22.58-46.1374.487.3670.2211.621.01本月營收較去年同期增加,係因客戶需求增加及去年受疫情影響延遲復工,造成同期基期較低。
2021/14.7812.2868.04.7868.013.060.9本月較去年同期增加68.01%,主係客戶需求增加所致。
2020/124.265.968.1249.4411.6112.60.94-
2020/114.02-6.93-10.1645.1811.9512.470.95-
2020/104.324.62-13.8441.1614.7112.910.92-
2020/94.13-7.3910.5336.8419.3512.780.92-
2020/84.466.4414.532.7120.5612.770.92-
2020/74.191.5721.8728.2521.5713.150.9-
2020/64.12-14.6316.2424.0621.5214.70.77-
2020/54.83-15.9328.719.9422.6815.620.72-
2020/45.7514.1366.8615.1120.8712.260.92本月較去年同期增加66.86%,主係客戶需求增加所致。
2020/35.04241.0669.119.363.379.361.32本月較去年同期增加69.12%,主係客戶需求增加所致。
2020/21.48-48.13-16.284.32-28.848.261.5-
2020/12.85-27.73-33.982.85-33.9811.261.1-
2019/123.94-11.96-4.2944.323.950.0N/A-
2019/114.48-10.7559.3940.3627.620.0N/A本月較去年同期增加59.40%,主係客戶需求增加所致。
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)1210.0-0.950-1.44036.05-27.969.39-51.7-5.600-2.890-2.020-1.430-1.150
2022 (9)1210.03.2123.942.20-21.9950.044.8819.44-8.827.37-13.98.1418.493.69-9.784.9429.323.9124.13
2021 (8)1215.222.59-20.552.82-32.5447.71-3.4421.32-3.278.56-28.556.87-15.64.09-30.913.82-20.583.15-20.25
2020 (7)1151.773.26226.04.18147.3449.4111.3822.0410.5911.98104.798.14216.735.92128.574.81186.313.95249.56
2019 (6)1131.81.00185.711.6939.6744.3624.419.934.625.850.692.57103.972.5925.121.6869.71.13189.74
2018 (5)1119.90.35-86.381.21-55.8435.66-0.7219.05-15.565.81-53.031.26-83.722.07-53.380.99-73.670.39-85.17
2017 (4)1017.452.5746.022.7451.3835.9226.2122.5627.7512.3759.27.7421.324.44100.93.76104.352.6344.51
2016 (3)945.621.7601.81028.4621.3117.669194.747.7706.3802.2101.8401.820
2015 (2)895.95-3.540-2.07023.46-11.440.19-97.44-11.600-13.480-2.720-3.370-3.160
2014 (1)841.2-0.790-0.26026.49-0.087.430-3.000-2.500-0.80-1.130-0.660

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