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)2520.05.88-1.09-43.42-26.74-1.08-47.95-40.26-2.57-73.65-58.643.53-29.54-47.39-23.98-2405.77-355.92-76.40-113.05-189.07-77.88-102.97-155.09-2.69-49.44-51.98-2.75-43.23-34.15-77.29-105.07-173.69-77.88-102.97-155.09-6.65-24.49-28.46
24Q2 (19)2520.05.88-0.76-5.56-55.1-0.73-8.96-82.5-1.48-105.56-94.745.0116.24-51.731.04-86.17-92.32-35.866.61-302.02-38.378.23-240.16-1.8-8.43-93.55-1.92-6.67-64.1-37.698.47-257.93-38.378.23-240.167.0910.4911.68
24Q1 (18)2525.445.88-0.7226.53-176.92-0.6732.32-235.0-0.7272.31-176.924.31-2.05-64.27.5244.89-56.3-38.4020.76-972.63-41.8121.59-700.96-1.6622.07-286.05-1.823.4-185.71-41.189.26-799.13-41.8121.59-700.96-18.246.291.88
23Q4 (17)2390.421.27-0.98-13.95-92.16-0.99-28.57-135.71-2.60-60.49-26.214.4-34.43-63.965.19-44.61-69.13-48.46-83.35-491.7-53.32-74.65-435.34-2.13-20.34-113.0-2.35-14.63-92.62-45.38-60.69-381.23-53.32-74.65-435.34-34.89-44.73-60.53
23Q3 (16)2380.00.0-0.86-75.51-115.0-0.77-92.5-102.63-1.62-113.16-4.526.71-35.36-48.429.37-30.8-28.09-26.43-196.3-268.62-30.53-170.66-317.08-1.77-90.32-90.32-2.05-75.21-115.79-28.24-168.19-303.43-30.53-170.66-317.08-24.57-81.98-96.25
23Q2 (15)2380.00.0-0.49-88.469.26-0.40-100.0-11.11-0.76-192.3133.9110.38-13.791.0713.54-21.32-3.84-8.92-149.16-1.83-11.28-116.099.69-0.93-116.28-3.33-1.17-85.718.59-10.53-129.9114.94-11.28-116.099.69-7.59-19.72-23.81
23Q1 (14)2380.853.03-0.2649.0257.38-0.2052.3864.91-0.2687.3857.3812.04-1.3928.9117.212.3845.97-3.5856.2975.33-5.2247.5965.48-0.4357.068.15-0.6348.3655.32-4.5851.4367.79-5.2247.5965.48-3.7710.7620.93
22Q4 (13)236-0.843.51-0.51-27.517.74-0.42-10.5331.15-2.06-32.9-4.5712.21-6.1532.1416.8129.0178.64-8.19-14.2353.15-9.96-36.0735.32-1.0-7.5338.27-1.22-28.4214.08-9.43-34.7142.18-9.96-36.0735.3210.27-0.79-8.04
22Q3 (12)2380.04.39-0.4025.9321.57-0.38-5.5617.39-1.55-34.78-14.8113.0126.6829.7113.03-7.46-16.63-7.1718.1535.92-7.3241.3937.06-0.93-3.3316.96-0.9525.7818.8-7.0043.4638.33-7.3241.3937.0618.3218.7015.64
22Q2 (11)2383.034.39-0.5411.48-54.29-0.3636.84-9.09-1.15-88.52-36.910.279.962.514.0819.42-13.83-8.7639.63-5.8-12.4917.39-57.5-0.933.33-8.43-1.289.22-62.03-12.3812.94-57.11-12.4917.39-57.55.526.5421.70
22Q1 (10)2311.321.32-0.611.61-24.49-0.576.56-23.91-0.6169.04-24.499.341.08-6.6911.7925.299.47-14.5116.99-22.65-15.121.82-35.48-1.3516.67-14.41-1.410.7-25.89-14.2212.81-23.98-15.121.82-35.48-3.40-9.98-13.03
21Q4 (9)2280.00.0-0.62-21.57-244.44-0.61-32.61-165.22-1.97-45.93-369.059.24-7.88-7.979.41-39.8-45.29-17.48-56.21-219.56-15.40-32.42-270.19-1.62-44.64-194.55-1.42-21.37-238.1-16.31-43.7-318.21-15.40-32.42-270.19-3.89-33.64-36.00
21Q3 (8)2280.00.0-0.51-45.71-112.5-0.46-39.39-91.67-1.35-60.71-462.510.030.16.9315.63-4.35-17.43-11.19-35.14-96.32-11.63-46.66-97.45-1.12-34.94-111.32-1.17-48.1-112.73-11.35-44.04-123.43-11.63-46.66-97.450.10-8.57-5.56
21Q2 (7)2280.0-2.15-0.3528.57-537.5-0.3328.26-266.67-0.84-71.43-8500.010.020.1-9.3216.3451.72-24.39-8.2830.01-367.8-7.9328.94-569.23-0.8329.66-315.0-0.7929.46-515.79-7.8831.3-504.1-7.9328.94-569.23-0.10-71.83-35.87
21Q1 (6)2280.00.0-0.49-172.22-600.0-0.46-100.0-1050.0-0.49-16.67-600.010.01-0.310.8510.77-37.38-35.55-11.83-116.27-1059.8-11.16-168.27-490.48-1.18-114.55-1211.11-1.12-166.67-558.82-11.47-194.1-574.71-11.16-168.27-490.483.37-73.61-47.91
20Q4 (5)2280.00.0-0.1825.0-300.0-0.234.17-309.09-0.42-75.0-4300.010.047.04-29.7417.20-9.1420.96-5.474.04-395.68-4.1629.37-375.5-0.55-3.77-311.54-0.4223.64-290.91-3.9023.23-358.28-4.1629.37-375.5--0.00
20Q3 (4)228-2.150.0-0.24-400.00.0-0.24-166.670.0-0.24-2500.00.09.38-15.110.018.93-12.40.0-5.70-222.030.0-5.89-448.520.0-0.53-165.00.0-0.55-389.470.0-5.08-360.510.0-5.89-448.520.0--0.00
20Q2 (3)2332.190.00.08214.290.0-0.09-125.00.00.01114.290.011.0522.370.021.6129.320.0-1.77-73.530.01.69189.420.0-0.2-122.220.00.19211.760.01.95214.710.01.69189.420.0--0.00
20Q1 (2)2280.00.0-0.07-177.780.0-0.04-136.360.0-0.07-800.00.09.03-36.810.016.7117.510.0-1.02-155.140.0-1.89-225.170.0-0.09-134.620.0-0.17-177.270.0-1.70-212.580.0-1.89-225.170.0--0.00
19Q4 (1)2280.00.00.090.00.00.110.00.00.010.00.014.290.00.014.220.00.01.850.00.01.510.00.00.260.00.00.220.00.01.510.00.01.510.00.0--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)
2024/101.10.83-41.9513.95-55.033.36N/A因客戶調整排程遞延出貨,故營收減少
2024/91.09-7.05-35.6512.85-55.883.534.18因客戶調整排程遞延出貨,故營收減少
2024/81.17-7.51-48.7911.76-57.134.063.63因客戶調整排程遞延出貨,故營收減少
2024/71.27-21.97-53.6810.59-57.894.593.21因客戶調整排程遞延出貨,故營收減少
2024/61.62-4.39-52.599.32-58.45.012.95因客戶調整排程遞延出貨,故營收減少
2024/51.70.29-52.667.7-59.454.873.04因客戶調整排程遞延出貨,故營收減少
2024/41.6914.38-49.786.0-61.034.633.19因客戶調整排程遞延出貨,故營收減少
2024/31.481.55-53.974.31-64.184.313.82因客戶調整排程遞延出貨,故營收減少
2024/21.466.17-66.392.83-67.913.944.18因客戶調整排程遞延出貨,故營收減少
2024/11.3724.2-69.371.37-69.373.894.24因客戶調整排程遞延出貨,故營收減少
2023/121.11-21.48-72.9633.54-25.174.44.01因客戶調整訂單出貨排程,故營收減少
2023/111.41-25.57-65.7332.43-20.384.993.54因客戶調整訂單出貨排程,故營收減少
2023/101.8911.78-52.8231.02-15.295.873.01地面微波通訊系統及器材因客戶調整訂單需求量,故營收減少
2023/91.69-26.03-62.2429.13-10.686.712.75地面微波通訊系統及器材營收減少
2023/82.29-16.34-46.9927.44-2.478.452.19-
2023/72.73-20.15-35.125.155.599.751.9-
2023/63.42-4.532.2322.4214.3410.381.87-
2023/53.596.391.4419.016.8510.171.91-
2023/43.374.85-0.2315.4121.1310.921.78-
2023/33.22-25.85-17.2712.0428.8812.041.78-
2023/24.34-3.2454.888.8261.8112.911.66衛星通訊及地面微波通訊系統及器材營收增加
2023/14.489.6569.134.4869.1312.681.69地面微波通訊系統及器材營收增加
2022/124.09-0.4862.044.8214.0512.211.92地面微波通訊系統及器材營收增加
2022/114.112.4516.8440.7410.7712.61.86-
2022/104.01-10.5125.2836.6310.1212.811.83-
2022/94.483.8221.7932.628.5113.011.83-
2022/84.322.4235.2428.146.6511.882.0-
2022/74.2125.7933.3323.822.7211.12.14-
2022/63.35-5.27-10.5719.61-2.110.272.52-
2022/53.544.6211.8316.26-0.1610.82.4-
2022/43.38-13.058.7312.72-3.0610.072.57-
2022/33.8938.8220.199.34-6.729.342.64-
2022/22.85.651.665.45-19.597.973.09-
2022/12.655.03-34.142.65-34.148.692.84-
2021/122.52-28.22-31.339.3-0.519.242.33-
2021/113.529.851.2936.772.6810.42.07-
2021/103.2-13.0110.8633.262.8210.072.14-
2021/93.6815.2822.2630.062.0210.031.94-
2021/83.190.976.1226.38-0.2610.11.93-
2021/73.16-15.62-6.1423.19-1.1210.071.93-
2021/63.7518.46-3.0820.03-0.2710.021.4-
2021/53.161.72-20.0416.280.419.51.48-
2021/43.11-3.89-3.3613.127.099.11.54-
2021/33.2317.420.6410.0110.8210.011.09-
2021/22.75-31.5633.046.7816.4910.451.05-
2021/14.029.577.424.027.4211.170.98-
2020/123.675.82-17.539.5-31.8810.031.0-
2020/113.4720.23-37.3235.81-33.059.371.08-
2020/102.89-4.06-31.8932.35-32.528.91.13-
2020/93.010.06-24.5729.46-32.589.381.11-
2020/83.01-10.69-25.4726.45-33.3910.241.02-
2020/73.37-12.88-14.2723.45-34.2711.190.94-
2020/63.87-2.27-18.0220.08-36.7411.040.86-
2020/53.9522.95-23.3416.22-40.0210.390.91-
2020/43.220.08-35.8212.25-43.998.51.11-
2020/33.2155.22-35.899.03-46.429.031.04-
2020/22.07-44.74-59.755.82-50.8910.270.91本公司之大陸子公司於2月10日如期開工,但其上游供應鏈之部分廠商無法如期復工,導致原物料短缺,營收減少。
2020/13.75-15.85-44.13.75-44.113.740.68-
2019/124.45-19.59-22.5257.99-27.230.0N/A-
2019/115.5430.64-29.253.49-27.660.0N/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)2391.27-2.600-2.35033.54-25.1712.93-7.91-15.700-18.480-5.270-5.540-6.20
2022 (9)2363.51-2.060-1.74044.8214.0514.047.09-9.340-10.850-4.190-4.660-4.860
2021 (8)2280.0-1.970-1.85039.3-0.5113.11-30.01-12.090-11.450-4.750-4.580-4.50
2020 (7)2280.0-0.420-0.60039.5-31.8818.7314.07-3.470-2.420-1.370-0.810-0.950
2019 (6)2280.00.01-95.650.02-80.057.99-27.2316.4222.720.22-68.120.03-95.380.13-76.360.11-86.590.02-96.15
2018 (5)2284.110.23-67.140.10-83.0579.695.5413.38-12.720.69-72.290.65-69.480.55-70.740.82-59.00.52-67.7
2017 (4)2198.420.70-13.580.59-1.6775.51-0.6115.33-7.982.49-11.072.13-1.391.88-11.742.0-11.111.61-1.83
2016 (3)202-49.630.81710.00.60075.9720.1516.6620.812.8002.16232.312.1302.25196.051.64300.0
2015 (2)4010.00.100-0.56063.230.9613.7927.69-1.6900.650-1.0700.7600.410
2014 (1)4010.0-1.330-1.72062.63-8.0110.800-6.640-8.550-4.160-5.160-5.340

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