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)14940.811.080.3516.6745.830.6263.1616.980.9558.3390.0460.1314.8216.196.640.762.153.149.4126.611.64-2.3843.8614.4725.9447.355.2315.7146.912.26-11.7262.591.64-2.3843.8618.318.3420.35
24Q2 (19)14820.00.950.300.0233.330.38-22.452.70.60100.0130.77400.7521.811.716.590.02.492.87-1.0360.341.68-6.67309.7611.4920.4462.754.523.2253.122.5628.64260.561.68-6.67309.760.621450.001.60
24Q1 (18)14820.611.020.302900.076.470.4925.6411.360.30-41.1876.47329.0-20.57-16.366.5935.88-4.082.90126.5645.731.801385.71160.879.5479.6622.154.382333.3376.611.992587.5111.71.801385.71160.87-7.991402.09-0.39
23Q4 (17)1473-0.340.820.01-95.83200.00.39-26.42-48.680.512.0-26.09414.194.59-15.094.85-25.38-19.031.28-48.39-46.89-0.14-112.280.05.31-45.93-54.920.18-94.94300.0-0.08-105.76-200.0-0.14-112.280.02.5535.428.41
23Q3 (16)14780.680.890.24166.67-20.00.5343.2426.190.5092.31-28.57396.020.51-22.476.501.096.732.4838.5545.031.14178.0523.919.8239.0912.363.56178.12-17.971.3995.774.511.14178.0523.910.3459.8013.67
23Q2 (15)14680.070.270.09-47.06-47.060.37-15.91-2.630.2652.94-35.0394.030.18-5.026.43-6.43.381.79-10.0513.290.41-40.5817.147.06-9.67.951.28-48.39-49.610.71-24.47-11.250.41-40.5817.14-9.60876.47-29.01
23Q1 (14)14670.411.030.171800.0-26.090.44-42.11588.890.17-75.36-26.09393.34-19.37-1.846.8714.6931.111.99-17.43563.330.69592.86-31.687.81-33.7540.162.482855.56-25.750.941075.0-35.620.69592.86-31.68-11.94848.3419.42
22Q4 (13)1461-0.273.32-0.01-103.3391.670.7680.95547.060.69-1.436800.0487.81-4.527.155.99-1.6431.072.4140.94853.12-0.14-115.2285.1111.7834.781065.57-0.09-102.0794.710.08-93.98172.73-0.14-115.2285.119.31-13.4345.74
22Q3 (12)14650.071.60.3076.47650.00.4210.53147.060.7075.0438.46510.7723.1244.526.09-2.09-17.811.718.234.270.92162.8613.588.7433.6450.434.3470.87675.01.3366.2522.020.92162.8613.5813.3325.19266.38
22Q2 (11)14640.833.390.17-26.09466.670.38522.22660.00.4073.91344.44414.863.5330.186.2218.7-8.531.58426.67125.710.35-65.359.376.54436.07194.592.54-23.95452.170.80-45.2129.030.35-65.359.373.99132.79284.64
22Q1 (10)14522.697.40.23291.67283.33-0.0947.06-150.00.232200.0283.33400.74.4417.165.2414.66-25.780.30193.75-81.481.01207.4580.361.22200.0-77.943.34296.47307.321.461427.2735.191.01207.4580.366.50-54.16-76.47
21Q4 (9)1414-1.944.74-0.12-400.047.83-0.17-200.0-241.670.01-92.31-90.91383.668.552.314.57-38.33-17.21-0.32-119.51-134.41-0.94-216.056.0-1.22-121.0-134.86-1.7-403.5744.08-0.11-110.0968.57-0.94-216.056.09.73-183.3420.00
21Q3 (8)14421.847.210.0433.33-63.640.17240.070.00.1344.44-60.61353.4310.91.67.418.9715.061.64134.2953.270.81153.13-6.95.81161.7156.60.5621.74-63.641.0975.810.930.81153.13-6.92.04-8.3483.89
21Q2 (7)14164.732.390.03-50.0-83.330.05-72.22-16.670.0950.0-59.09318.69-6.8214.936.80-3.682.870.70-56.7940.00.32-42.86-61.92.22-59.8660.870.46-43.9-81.530.62-42.59-41.510.32-42.86-61.9-7.8138.05-11.11
21Q1 (6)13520.15-0.520.06126.09100.00.1850.0212.50.06-45.45100.0342.01-8.821.267.0627.920.071.6274.19460.00.56156.0107.415.5358.0535.430.82126.9790.71.08408.57103.770.56156.0107.41-0.50-91.5035.00
20Q4 (5)13500.37-0.15-0.23-309.09-76.920.1220.0300.00.11-66.67-67.65375.07.87.665.52-14.29-1.780.93-13.08504.35-1.00-214.94-12.363.5-5.66526.83-3.04-297.4-77.78-0.35-132.4159.77-1.00-214.94-12.36--0.00
20Q3 (4)1345-2.750.00.11-38.890.00.1066.670.00.3350.00.0347.8725.450.06.44-2.570.01.07114.00.00.873.570.03.71168.840.01.54-38.150.01.081.890.00.873.570.0--0.00
20Q2 (3)13831.770.00.18500.00.00.06137.50.00.22633.330.0277.29-1.680.06.6112.410.00.50211.110.00.84211.110.01.38208.660.02.49479.070.01.06100.00.00.84211.110.0--0.00
20Q1 (2)13590.520.00.03123.080.0-0.16-633.330.00.03-91.180.0282.04-19.030.05.884.630.0-0.45-95.650.00.27130.340.0-1.27-54.880.00.43125.150.00.53160.920.00.27130.340.0--0.00
19Q4 (1)13520.00.0-0.130.00.00.030.00.00.340.00.0348.330.00.05.620.00.0-0.230.00.0-0.890.00.0-0.820.00.0-1.710.00.0-0.870.00.0-0.890.00.0--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)
2024/11158.05-5.353.611516.151.99510.49N/A-
2024/10166.99-9.9510.511358.11.8490.12N/A-
2024/9185.4534.6921.741191.110.69459.480.46-
2024/8137.680.9717.011005.66-2.41408.080.52-
2024/7136.351.717.89867.98-4.91403.70.52-
2024/6134.050.565.49731.63-6.97402.50.5-
2024/5133.3-1.36-3.53597.58-9.38385.470.52-
2024/4135.1515.495.41464.28-10.93353.920.57-
2024/3117.0215.0-12.66329.13-16.26329.130.57-
2024/2101.75-7.8-22.93212.11-18.12323.480.58-
2024/1110.36-0.89-13.13110.36-13.13374.270.5-
2023/12111.37-26.99-27.661597.89-12.12415.010.45-
2023/11152.540.95-13.731486.52-10.68455.970.41-
2023/10151.1-0.8-6.251333.98-10.32421.090.45-
2023/9152.3229.46-19.481182.88-10.81396.360.62-
2023/8117.66-6.89-28.621030.56-9.37371.10.66-
2023/7126.37-0.54-17.78912.9-6.1391.630.63-
2023/6127.07-8.04-11.6786.52-3.91393.460.57-
2023/5138.197.78-3.19659.46-2.27400.370.56-
2023/4128.21-4.31-2.04521.27-2.03394.220.57-
2023/3133.981.47-2.99393.06-2.02393.060.61-
2023/2132.033.92-3.99259.08-1.52413.050.58-
2023/1127.05-17.481.18127.051.18457.850.52-
2022/12153.97-12.935.221818.3130.08491.970.54-
2022/11176.839.7147.881664.3432.99527.20.5-
2022/10161.18-14.837.41487.5131.41515.210.51-
2022/9189.1914.7664.141326.3330.72507.750.66客戶新機型於本月量產出貨,故銷售金額較高
2022/8164.857.2435.51137.1426.44462.310.72-
2022/7153.716.9225.67972.2925.02440.20.76-
2022/6143.750.740.47818.5924.9417.380.81-
2022/5142.749.0647.32674.8322.02411.750.82-
2022/4130.88-5.2412.81532.0916.64406.540.83-
2022/3138.120.4313.85401.2117.95401.210.77-
2022/2137.539.5330.53263.0820.22409.40.75-
2022/1125.56-14.1810.65125.5610.65391.450.79-
2021/12146.3122.3625.571397.7910.31383.190.77-
2021/11119.581.943.881251.478.76352.130.83-
2021/10117.31.76-7.31131.899.31354.210.83-
2021/9115.26-5.25-8.541014.611.62359.220.81-
2021/8121.66-0.534.62899.3414.86346.30.84-
2021/7122.3119.524.02777.6816.65321.530.9-
2021/6102.335.61-5.34655.3719.36315.240.78-
2021/596.89-16.481.25553.0425.42334.220.74-
2021/4116.02-4.3682.68456.1632.11342.690.72去年同期營收較低,係海外子公司因疫情使工廠產線減班,出貨及物流均受影響所致
2021/3121.3215.1433.81340.1420.71340.140.66-
2021/2105.36-7.1416.1218.8214.5335.330.67-
2021/1113.46-2.6113.05113.4613.05345.080.65-
2020/12116.511.2218.541267.1-7.01358.160.57-
2020/11115.1-9.040.131150.59-9.0367.670.55-
2020/10126.540.417.271035.49-9.91368.850.55-
2020/9126.028.3813.09908.95-11.88359.880.57-
2020/8116.28-1.1-2.99782.92-14.9341.970.6-
2020/7117.588.75-3.03666.64-16.69321.370.64-
2020/6108.1112.99-5.21549.06-19.12267.30.82-
2020/595.6850.66-18.88440.95-21.93249.850.87-
2020/463.51-29.95-40.85345.27-22.74244.910.89-
2020/390.66-0.08-18.38281.76-17.01281.760.73-
2020/290.74-9.58-12.02191.1-16.35289.390.71-
2020/1100.362.1-19.91100.36-19.910.0N/A-
2019/1298.29-14.49-14.21362.71.520.0N/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)14730.820.51-26.091.7316.891597.57-11.946.154.241.8820.510.52-1.8930.06.0811.64-28.767.51-25.79
2022 (9)14613.320.696800.01.48543.481814.1429.795.90-7.961.5677.270.53231.2528.28129.3616.3479.5610.127128.57
2021 (8)14144.740.01-90.910.2391.671397.799.016.413.220.8854.390.16-15.7912.3368.449.132.270.14-90.14
2020 (7)13500.370.11-67.650.12-80.651282.2-6.786.21-2.050.57-38.040.19-42.427.32-42.06.88-13.461.42-68.72
2019 (6)1345-0.520.34-17.070.6214.811375.53.556.34-1.550.92-31.340.33-55.4112.62-29.17.95-47.594.54-17.45
2018 (5)1352-1.60.4146.430.5417.391328.3311.436.443.211.3430.10.7427.5917.844.7215.1764.535.543.6
2017 (4)13741.40.28-67.440.4601192.05-3.066.240.161.0311.960.58-58.5712.38.379.22-60.833.83-67.43
2016 (3)1355-2.020.86-15.69-0.0301229.7198.846.23-12.250.92-36.111.40-57.4511.3591.423.5432.111.76-16.65
2015 (2)13830.881.02-40.70.15-80.52411.49-26.037.1019.731.44-33.643.29-20.155.93-50.8717.82-26.4514.11-40.26
2014 (1)13713.791.7200.7718.46556.2830.225.9302.1704.12012.079.8324.23023.620

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