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)10630.8630.860.01-87.5107.690.08300.0260.00.422.44145.166.6510.6513.2914.67-4.2416.890.82-18.81310.260.16-84.62109.040.05-16.67350.00.01-83.33110.0-0.40-122.7369.920.16-84.62109.041.49-81.63103.84
24Q2 (19)810.00.00.08-75.76180.00.02-92.31108.00.4124.24151.256.01-7.6810.2815.32-16.3345.91.01-80.43129.281.04-75.06167.10.06-82.35131.580.06-77.78175.01.76-65.081860.01.04-75.06167.1-7.14-24.42-31.16
24Q1 (18)810.00.00.3326.92147.140.2630.0174.290.33149.25147.146.51-6.635.3418.319.51940.345.16136.7140.254.1739.46135.610.34126.67154.840.2728.57148.215.04132.26130.234.1739.46135.616.07163.46265.00
23Q4 (17)810.0-1.220.26300.0236.840.20500.0350.0-0.6727.96-226.426.9718.7418.7416.7233.2396.712.18658.97148.882.99268.93211.150.15850.0157.690.21310.0231.252.17263.16137.412.99268.93211.1513.22135.00290.00
23Q3 (16)810.0-1.22-0.13-30.0-333.33-0.0580.082.14-0.93-16.25-229.175.877.71-3.2912.5519.5246.27-0.3988.792.56-1.77-14.19-342.5-0.0289.4793.75-0.1-25.0-400.0-1.33-1230.0-107.81-1.77-14.19-342.510.5127.8554.28
23Q2 (15)810.0-2.41-0.1085.71-123.81-0.2528.57-256.25-0.80-14.29-208.115.4513.31-12.2410.50496.59-39.62-3.4573.09-249.35-1.5586.76-127.53-0.1969.35-235.71-0.0885.71-122.86-0.1099.4-101.93-1.5586.76-127.53-2.37-91.36-154.47
23Q1 (14)81-1.22-2.41-0.70-268.42-318.75-0.35-337.5-294.44-0.70-232.08-318.754.81-18.06-33.561.76-79.29-89.26-12.82-187.44-506.98-11.71-335.32-421.7-0.62-138.46-369.57-0.56-250.0-315.38-16.67-187.41-506.59-11.71-335.32-421.7-10.67-400.88-133.03
22Q4 (13)820.0-2.38-0.19-533.33-246.15-0.0871.43-153.330.53-26.39-58.915.87-3.29-15.38.50-0.93-49.49-4.4614.89-241.14-2.69-572.5-267.08-0.2618.75-218.18-0.16-700.0-245.45-5.80-806.25-336.73-2.69-572.5-267.08-2.77-320.24-101.78
22Q3 (12)82-1.21.23-0.03-107.14-108.82-0.28-275.0-227.270.72-2.7-39.56.07-2.25-8.728.58-50.66-57.67-5.24-326.84-180.12-0.40-107.1-109.69-0.32-328.57-172.73-0.02-105.71-107.14-0.64-112.38-108.73-0.40-107.1-109.69-8.24-37.95-143.06
22Q2 (11)830.01.220.4231.2516.670.16-11.11-52.940.74131.25-12.946.21-14.23-5.1917.396.17-14.172.31-26.67-74.15.6354.6724.280.14-39.13-75.860.3534.6216.675.1726.1-35.465.6354.6724.28-4.8888.704.45
22Q1 (10)83-1.191.220.32146.15-33.330.1820.0-50.00.32-75.19-33.337.244.4715.6516.38-2.67-19.473.15-0.32-67.823.64126.09-42.040.234.55-62.30.26136.36-33.334.1067.35-58.753.64126.09-42.044.3442.20-5.91
21Q4 (9)843.73.70.13-61.76-75.00.15-31.82-64.291.298.4-23.676.934.210.5816.83-16.97-17.663.16-51.68-67.761.61-61.02-73.610.22-50.0-67.650.11-60.71-73.812.45-66.58-74.071.61-61.02-73.612.87-33.66-33.55
21Q3 (8)81-1.221.250.34-5.56-29.170.22-35.29-60.711.1940.00.06.651.536.0620.270.05-12.746.54-26.68-49.264.13-8.83-33.060.44-24.14-45.680.28-6.67-28.217.33-8.49-24.124.13-8.83-33.063.08-15.28-20.43
21Q2 (7)820.06.490.36-25.0-36.840.34-5.56-8.110.8577.0814.866.554.6316.9620.26-0.39-9.558.92-8.89-17.254.53-27.87-42.150.58-4.92-3.330.3-23.08-31.828.01-19.42-31.244.53-27.87-42.15-2.26-16.34-9.92
21Q1 (6)821.236.490.48-7.69182.350.36-14.29227.270.48-71.6182.356.26-9.1449.420.34-0.492.739.79-0.196.196.282.95102.580.61-10.29190.480.39-7.14200.09.945.1990.796.282.95102.580.380.32-19.64
20Q4 (5)811.255.190.528.33108.00.42-25.010.531.6942.02550.06.899.8910.4220.44-12.013.819.80-23.977.696.10-1.1398.70.68-16.0519.30.427.69121.059.45-2.1764.066.10-1.1398.7--0.00
20Q3 (4)803.90.00.48-15.790.00.5651.350.01.1960.810.06.2711.960.023.233.710.012.8919.570.06.17-21.20.00.8135.00.00.39-11.360.09.66-17.080.06.17-21.20.0--0.00
20Q2 (3)770.00.00.57235.290.00.37236.360.00.74335.290.05.633.650.022.4013.130.010.78116.030.07.83152.580.00.6185.710.00.44238.460.011.65123.610.07.83152.580.0--0.00
20Q1 (2)770.00.00.17-32.00.00.11-71.050.00.17-34.620.04.19-32.850.019.800.560.04.99-45.160.03.100.980.00.21-63.160.00.13-31.580.05.21-9.550.03.100.980.0--0.00
19Q4 (1)770.00.00.250.00.00.380.00.00.260.00.06.240.00.019.690.00.09.100.00.03.070.00.00.570.00.00.190.00.05.760.00.03.070.00.0--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)
2024/112.2614.17-4.0723.412.776.46N/A-
2024/101.98-11.21-12.6221.1414.936.42N/A-
2024/92.220.312.8619.1718.796.650.77-
2024/82.220.4312.9916.9421.256.390.8-
2024/72.2112.3926.2514.7322.66.050.85-
2024/61.964.5322.4912.5221.986.010.88-
2024/51.88-13.146.9910.5521.896.350.83-
2024/42.16-6.173.428.6725.686.220.85-
2024/32.3131.8214.096.5135.366.510.89市場需求回穩
2024/21.75-28.713.834.250.796.520.89因市場需求持續回穩,致使年累計營收增加50.80%。
2024/12.456.0796.222.4596.227.120.81市場需求逐步回復正常, 且本期未受到農曆春節工作天數減少影響,致使營收增加96.22%
2023/122.31-1.612.1923.06-9.166.920.84-
2023/112.354.018.0420.75-11.046.770.86-
2023/102.264.5222.918.4-13.766.390.91-
2023/92.1610.1814.0116.14-17.225.871.0-
2023/81.9612.2210.8313.97-20.595.321.1-
2023/71.759.04-27.0912.01-24.15.111.14-
2023/61.6-8.69-41.1310.26-23.575.451.12-
2023/51.76-16.05-0.58.66-19.15.871.04-
2023/42.093.521.326.9-22.785.651.08-
2023/32.0231.53-22.144.81-33.324.811.37-
2023/21.5422.89-18.972.79-39.614.851.36-
2023/11.25-39.34-54.011.25-54.015.31.25全球電子業產業鏈庫存調整、農曆春節假期使工作天數減少及部分客戶的開工日延後影響,致使營收同期比減少54.01%
2022/122.063.51-17.325.39-3.975.891.22合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/111.998.29-16.1723.33-2.585.731.26合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/101.84-3.04-12.3621.33-1.095.511.31合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/91.97.12-23.2919.490.126.071.28合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/81.77-26.17-17.0417.63.526.891.13合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/72.4-11.9617.3415.836.486.891.13合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/62.7254.3312.6313.434.756.211.19合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/51.772.36-15.1310.72.916.091.22合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/41.72-33.58-16.058.947.436.221.19合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/32.636.8927.057.2115.137.210.91合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/21.9-30.2412.424.629.367.110.93合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2022/12.729.077.332.727.337.590.87合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/122.494.93-2.3726.4414.546.970.95合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/112.3813.20.2823.9516.646.950.95合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/102.1-15.130.0521.5718.786.710.98合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/92.4715.848.8719.4721.226.650.92合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/82.134.425.0717.023.266.60.93合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/72.04-15.493.8114.8626.46.540.94合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/62.4216.2754.7812.8230.946.550.88合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/52.081.253.2210.426.416.180.93合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/42.050.531.568.3233.945.791.0合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/32.0421.1237.516.2649.576.260.88合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/21.69-33.4111.264.2256.216.770.81合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2021/12.53-0.7933.112.5333.117.460.74合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/122.557.7911.2323.0810.167.020.72合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/112.3712.9413.1220.5310.036.740.75合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/102.1-7.6410.0418.169.646.40.79合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/92.2711.7925.6616.069.596.270.81合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/82.033.1721.2313.797.335.560.91合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/71.9726.029.6911.765.255.550.91合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/61.56-22.456.539.791.45.60.87合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/52.02-0.372.358.230.485.520.88合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/42.0236.113.06.21-0.14.311.13合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/31.4986.08-7.24.19-1.534.191.21合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/20.8-58.03-22.362.71.885.01.01合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2020/11.9-17.117.251.917.250.0N/A合併營業收入係將母子公司及各子公司間重複營收部分消除後所得數字
2019/122.39.6324.5320.95-14.530.0N/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)81-1.22-0.670-0.45023.11-9.0211.08-14.37-2.930-2.350-0.680-0.730-0.540
2022 (9)82-2.380.52-57.02-0.02025.4-3.7912.94-33.23-0.8201.70-58.33-0.2100.24-86.670.43-60.19
2021 (8)843.71.21-20.921.07-26.7126.414.9819.38-10.117.02-29.874.08-32.01.85-19.571.8-15.491.08-21.74
2020 (7)815.191.53488.461.46247.6222.969.721.5645.4810.01240.486.00525.02.3277.052.13460.531.38590.0
2019 (6)772.670.26-80.880.42-61.4720.93-14.6814.82-20.492.94-57.080.96-76.920.61-63.690.38-75.480.2-80.39
2018 (5)755.631.36223.811.0928.2424.5310.318.64-9.126.85-0.294.16205.881.689.81.5566.671.02240.0
2017 (4)7126.790.4200.85022.2415.0520.5136.196.87467.771.3601.53565.220.9300.30
2016 (3)5627.27-0.660-0.04019.3313.7115.060.61.2161.33-1.9100.2376.92-0.10-0.370
2015 (2)44-2.22-0.2700.23-47.7317.01.3714.97-6.850.75-74.75-0.7100.13-74.0-0.240-0.120
2014 (1)450.01.2456.960.4441.9416.7726.7616.0702.9703.3400.50.00.5913.460.5655.56

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