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)1200.00.0-0.76-660.0-261.70.262700.0-72.34-0.53-340.91-341.6751.6-6.93-15.8512.558.66-5.350.620-78.25-1.56-1850.0-209.860.320-81.71-0.91-658.33-259.65-1.74-770.0-189.69-1.56-1850.0-209.86-1.19-395.621299.39
24Q2 (19)1200.00.84-0.10-131.250.0-0.01-101.22-101.390.22-31.25136.6755.444.54-10.3311.55-15.32-6.10.00-100.0-100.0-0.08-107.6261.90-100.0-100.0-0.12-130.770.0-0.20-113.51-125.0-0.08-107.6261.9-8.08-105.16-63.34
24Q1 (18)1200.01.690.32-79.08164.00.82-25.451540.00.32-77.3164.053.03-20.690.6613.64-3.8816.982.59-27.04178.491.05-68.56207.141.37-42.19179.590.39-78.69166.11.48-65.66577.421.05-68.56207.14-5.8373.22-4.21
23Q4 (17)1200.01.691.53225.53-20.311.1017.02266.671.411275.019.4966.869.03-3.7814.197.0121.393.5524.56127.563.34135.21-22.692.3735.43119.441.83221.05-19.384.31122.160.03.34135.21-22.694.10397.7623.79
23Q3 (16)1200.841.690.47570.0-37.330.9430.5632.39-0.1280.083.7861.32-0.82-13.0613.267.814.112.8519.750.01.42776.19-20.221.7519.05-12.940.57575.0-35.961.94142.5-33.11.42776.19-20.228.28325.00685.28
23Q2 (15)1190.850.85-0.1080.089.80.721340.0159.02-0.60-20.060.061.8317.3759.8512.305.4972.272.38155.91140.2-0.2178.5795.431.47200.0164.19-0.1279.6689.660.80358.06115.56-0.2178.5795.43-3.41-23.02628.34
23Q1 (14)1180.00.0-0.50-126.041.960.05-83.33107.58-0.50-142.371.9652.68-24.197.2711.66-0.2616.250.93-40.38170.99-0.98-122.692.970.49-54.63176.56-0.59-125.991.67-0.31-107.1966.3-0.98-122.692.97-12.8314.98-70.54
22Q4 (13)1180.00.01.92156.0-21.950.30-57.75166.671.18259.46-79.0869.49-1.4719.3611.690.6-22.581.56-45.26-66.384.32142.7-49.31.08-46.27-60.02.27155.06-21.994.3148.62-59.194.32142.7-49.340.44166.2650.22
22Q3 (12)1180.00.00.75176.53-46.040.71158.2-2.74-0.7450.67-123.2770.5382.3453.6311.6262.75-20.792.85148.1426.111.78138.7-51.892.01187.7793.270.89176.72-45.732.90156.42-26.021.78138.7-51.8930.5542.1936.67
22Q2 (11)1180.00.0-0.98-92.16-296.0-1.22-84.85-279.41-1.50-194.12-183.838.68-21.24-28.757.14-28.81-49.22-5.92-351.91-286.75-4.60-355.45-314.95-2.29-257.81-233.14-1.16-93.33-296.61-5.14-458.7-286.91-4.60-355.45-314.95-18.45-106.44-65.76
22Q1 (10)1180.00.0-0.51-120.73-139.53-0.66-46.67-224.53-0.51-109.04-139.5349.11-15.6510.7310.03-33.58-34.87-1.31-128.23-144.71-1.01-111.85-122.65-0.64-123.7-149.23-0.6-120.62-139.47-0.92-108.71-118.66-1.01-111.85-122.655.58-21.88-104.16
21Q4 (9)1180.00.02.4676.9831.55-0.45-161.64-117.865.6477.3638.5758.2226.81-22.0315.102.930.334.64105.31-31.868.52130.2780.132.7159.62-46.852.9177.4432.2710.56169.3985.268.52130.2780.135.68127.49-77.14
21Q3 (8)1180.00.01.39178.0-20.570.737.35-65.893.1877.6544.5545.91-15.44-15.414.674.34-18.642.26-28.71-70.423.7072.9-42.281.04-39.53-74.881.64177.97-20.773.9242.55-41.673.7072.9-42.283.4958.3817.82
21Q2 (7)1180.00.00.50-61.24-61.240.6828.3-67.151.7938.76297.7854.2922.417.5914.06-8.7-23.843.178.19-59.772.14-52.02-44.421.7232.31-56.780.59-61.18-61.182.75-44.22-54.012.14-52.02-44.42-9.10-46.13-25.34
21Q1 (6)1180.00.01.29-31.02255.420.53-78.97212.771.29-68.3255.4244.35-40.6119.715.402.3334.972.93-56.98312.324.46-5.71335.981.3-74.41354.91.52-30.91253.544.93-13.51295.634.46-5.71335.98-1.51-12.08-30.60
20Q4 (5)1180.00.01.876.8641.672.5217.7642.374.0785.0-25.4674.6737.5921.5515.05-16.53-3.346.81-10.8623.824.73-26.2128.535.0822.7150.32.26.2841.945.70-15.1824.454.73-26.2128.53--0.00
20Q3 (4)1180.00.01.7535.660.02.143.380.02.20388.890.054.277.550.018.03-2.330.07.64-3.050.06.4166.490.04.144.020.02.0736.180.06.7212.370.06.4166.490.0--0.00
20Q2 (3)1180.00.01.29255.420.02.07540.430.00.45154.220.050.4636.190.018.4661.790.07.88671.010.03.85303.70.03.98880.390.01.52253.540.05.98337.30.03.85303.70.0--0.00
20Q1 (2)1180.00.0-0.83-162.880.0-0.47-126.550.0-0.83-115.20.037.05-39.690.011.41-26.720.0-1.38-125.090.0-1.89-151.360.0-0.51-115.090.0-0.99-163.870.0-2.52-155.020.0-1.89-151.360.0--0.00
19Q4 (1)1180.00.01.320.00.01.770.00.05.460.00.061.430.00.015.570.00.05.500.00.03.680.00.03.380.00.01.550.00.04.580.00.03.680.00.0--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)
2024/1015.17-12.21-28.57175.12-11.1147.57N/A-
2024/917.2814.29-16.45159.72-9.1351.310.99-
2024/815.12-20.02-20.92142.43-8.1551.160.99-
2024/718.9110.35-13.72127.31-6.3655.920.91-
2024/617.13-13.81-27.17108.41-4.9455.50.87-
2024/519.887.5515.5291.270.8253.760.89-
2024/418.4820.05-16.5371.39-2.6250.650.95-
2024/315.4-8.2-21.752.913.3952.910.92-
2024/216.77-19.1437.1137.5219.0560.350.81-
2024/120.74-9.157.620.747.664.510.75-
2023/1222.839.09-10.08240.785.765.010.78-
2023/1120.93-1.46-1.48217.947.6862.860.81-
2023/1021.242.68-8.35197.018.7563.490.8-
2023/920.698.18-18.56175.7711.2664.160.85-
2023/821.56-1.62-8.97152.7115.1962.190.88-
2023/721.9217.130.96131.1520.4457.840.94-
2023/618.718.73-2.06109.2325.2958.060.89-
2023/517.21-22.29135.4690.5232.9759.010.88本月營收較去年同期增加,主要係因去年同期受疫情封控影響出貨量。
2023/422.1412.6270.373.3220.6554.040.96本月營收較去年同期增加,主要係因去年同期受疫情封控影響出貨量。
2023/319.6660.7456.5451.177.1351.171.13本月營收較去年同期增加,主要係因去年同期受疫情封控影響出貨量。
2023/212.23-36.55-11.4931.51-10.4956.911.02-
2023/119.28-24.08-9.8419.28-9.8465.920.88-
2022/1225.419.5415.23227.7913.1169.820.86-
2022/1121.24-8.3414.0202.412.8569.820.86-
2022/1023.18-8.7532.97181.1512.7272.270.83-
2022/925.47.2468.76157.9710.2670.790.92本月營收較去年同期增加,因上半年受疫情封控影響出貨量,客戶於解封後提高產量,以及去年同期受車用晶片短缺影響客戶產量下降。
2022/823.699.1174.6132.573.3964.51.01本月營收較去年同期增加,因上半年受疫情封控影響出貨量,客戶於解封後提高產量,以及去年同期受車用晶片短缺影響客戶產量下降。
2022/721.7113.635.7108.89-5.0348.121.36-
2022/619.11161.454.9787.18-11.6339.421.56-
2022/57.31-43.79-58.0968.07-15.3932.871.87111年5月較去年同期減少58%,主要係因受中國疫情影響供應鏈受阻,導致客戶拉貨量減少
2022/413.03.52-30.3360.77-3.5739.381.56-
2022/312.56-9.12-5.1447.767.6847.761.1-
2022/213.82-35.37-2.9935.213.1457.240.92-
2022/121.38-2.9626.7721.3826.7762.060.85-
2021/1222.0418.25-28.34201.38-7.0258.10.87-
2021/1118.646.91-25.52179.34-3.4951.120.99-
2021/1017.4315.8-7.46160.7-0.0646.051.1-
2021/915.0510.95-21.73143.270.9144.611.1-
2021/813.57-15.19-19.02128.224.4647.761.03-
2021/716.0-12.11-12.75114.668.1751.640.95-
2021/618.24.365.998.6612.5554.310.84-
2021/517.44-6.554.5280.4614.1749.350.92-
2021/418.6740.965.9863.0217.1646.150.98-
2021/313.24-7.0564.144.3622.5944.361.13因去年受疫情影響,基期較低故造成該差異。
2021/214.25-15.5443.4631.1110.6861.870.81-
2021/116.87-45.15-7.2116.87-7.2172.640.69-
2020/1230.7522.9126.3216.59-1.3574.610.55-
2020/1125.0232.8315.77185.83-4.863.090.65-
2020/1018.84-2.0623.42160.81-7.3654.820.74-
2020/919.2314.8-10.69141.98-10.3354.320.87-
2020/816.75-8.62-0.07122.75-10.2752.270.9-
2020/718.336.688.8105.99-11.752.20.9-
2020/617.193.0-8.0687.66-15.0451.480.84-
2020/516.68-5.257.270.47-16.5942.361.02-
2020/417.61118.25-5.5653.79-21.9635.611.22-
2020/38.07-18.74-51.4836.18-28.0436.181.18主係中國大陸地區受新冠肺炎影響,各地客戶復工時間不一,影響正常出貸,致本月營收下降
2020/29.93-45.38-34.5128.11-16.4652.460.81-
2020/118.18-25.33-1.6718.18-1.6764.140.67-
2019/1224.3512.6713.37219.560.970.0N/A-
2019/1121.6141.6116.46195.21-0.380.0N/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)1201.691.3818.972.800242.76.5412.9222.582.513485.711.0116.096.083700.04.4169.621.6921.58
2022 (9)1180.01.16-79.06-0.880227.812.3410.54-28.740.07-97.90.87-82.020.16-97.632.6-77.641.39-79.1
2021 (8)1180.05.5437.471.49-76.2202.77-6.3214.79-7.393.33-43.174.8427.036.76-46.7311.6316.426.6538.25
2020 (7)1180.04.03-24.256.26-20.46216.44-2.6815.97-5.175.86-9.153.81-12.4112.69-11.519.99-11.834.81-25.31
2019 (6)1183.515.32-43.467.87-29.23222.41.7616.84-13.246.45-27.774.35-34.4914.34-26.5411.33-34.926.44-42.65
2018 (5)1143.649.410.6411.12-1.59218.5515.7619.41-6.868.93-15.996.64-7.3919.52-2.7917.410.9911.234.76
2017 (4)1100.929.35-38.1211.30-0.62188.821.1720.84-3.9210.63-8.767.17-37.4920.0810.6317.24-18.0610.72-35.15
2016 (3)1099.015.11117.7211.37136.38155.8236.021.6910.5511.6510.1111.4730.3418.1549.7521.0458.3116.53138.18
2015 (2)1000.06.94-39.234.81-41.34114.57-14.6319.6212.3110.582.328.803.4112.12-12.6813.29-14.046.94-39.23
2014 (1)1000.011.4212.188.20-2.15134.221.417.47010.3408.51013.883.515.4614.2611.4212.18

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。