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)138940.230.233.5540.3214.152.6216.4413.427.6786.1719.4718545.719.6120.186.19-3.58-7.062.952.43-1.342.9818.73-3.25547.7122.7918.68493.2540.7514.373.6516.99-1.622.9818.73-3.2518.3649.7217.75
24Q2 (19)138620.00.02.5359.126.32.2519.0592.314.12159.1224.4715505.517.1118.866.421.580.162.883.621.522.5133.51-7.72446.0421.3744.23350.4559.236.193.1226.83-14.752.5133.51-7.72-5.700.31-3.12
24Q1 (18)138620.00.01.59-58.4970.971.89-25.3-20.251.59-84.4970.9713239.9-28.51-9.476.323.274.642.785.30.361.88-40.32102.15367.51-24.89-9.31220.09-58.5971.612.46-31.8675.711.88-40.32102.15-4.25-17.67-7.89
23Q4 (17)138620.00.03.8323.1532.992.539.5210.4810.2559.660.3918520.720.02-5.656.12-8.118.132.64-11.7117.333.152.2736.96489.36.0210.62531.4523.2332.933.61-2.735.213.152.2736.9619.1626.9153.48
23Q3 (16)138620.00.03.1130.6711.072.3197.44-11.156.4293.96-12.315431.618.29-11.656.663.98.122.9926.167.553.0813.2428.87461.549.23-4.94431.2830.6911.273.711.3726.623.0813.2428.873.7493.2923.40
23Q2 (15)138620.00.02.38155.91-0.831.17-50.63-47.063.31255.91-26.9313045.5-10.8-13.66.416.130.162.37-14.44-19.392.72192.4718.26309.25-23.69-30.25330.01157.32-0.883.66161.4317.682.72192.4718.26-18.1544.10-23.57
23Q1 (14)138620.00.00.93-67.71-56.132.373.4912.860.93-90.89-56.1314624.4-25.53.96.046.710.332.7723.116.130.93-59.57-55.71405.23-8.3910.51128.25-67.92-56.451.40-47.57-46.560.93-59.57-55.71-6.55-32.42-4.21
22Q4 (13)138620.00.02.882.86-10.02.29-11.92-8.7610.2139.481.5919630.312.393.875.66-8.12-6.142.25-19.06-19.352.30-3.77-15.13442.33-8.89-16.1399.793.15-9.952.67-8.87-18.842.30-3.77-15.1314.049.772.86
22Q3 (12)138620.00.02.8016.674.872.6017.6542.867.3261.596.8617466.015.6824.256.16-3.75-2.222.78-5.448.172.393.91-14.64485.499.534.14387.5916.414.82.93-5.79-14.082.393.91-14.6411.4714.9411.45
22Q2 (11)138620.00.02.4013.2111.632.215.2470.04.53113.688.3715098.17.2711.726.406.316.142.9412.6422.52.309.52-3.36443.3720.9136.52332.9413.0511.83.1118.7-4.892.309.52-3.36-9.12-10.27-5.54
22Q1 (10)138620.00.02.12-33.754.432.10-16.3376.472.12-78.914.4314075.5-25.524.496.02-0.173.792.61-6.4527.322.10-22.51-8.7366.69-30.4533.0294.5-33.664.572.62-20.36-9.972.10-22.51-8.74.46-6.9510.79
21Q4 (9)138620.00.03.2019.85-3.612.5137.91-2.3310.0546.7236.9218898.334.43-5.936.03-4.295.982.798.568.982.71-3.213.83527.245.662.46443.9520.04-3.443.29-3.526.822.71-3.213.8319.2322.0238.95
21Q3 (8)138620.00.02.6724.1919.731.8240.024.666.8563.8869.9814057.74.028.846.304.481.612.577.082.392.8017.655.66361.9311.4411.78369.8424.1919.863.414.282.712.8017.655.662.1715.0524.62
21Q2 (7)138620.0-0.042.155.9130.31.309.2473.334.18105.91132.2213514.70.3219.786.033.972.032.4017.0720.62.383.485.78324.7717.844.54297.85.7530.163.2712.375.832.383.485.78-16.32-16.48-22.23
21Q1 (6)138620.00.02.03-38.861253.331.19-53.72280.02.03-72.341253.3313471.1-32.9544.995.801.9328.892.05-19.92318.372.30-11.88900.0275.7-46.42509.28281.62-38.751251.342.91-5.52361.92.30-11.88900.011.305.0111.16
20Q4 (5)138620.00.03.3248.88-3.772.5776.032.87.3482.13-11.7820090.155.5515.45.69-8.23-12.062.561.99-10.492.61-1.51-19.2514.5658.923.43459.7649.01-3.753.08-7.23-14.682.61-1.51-19.2--0.00
20Q3 (4)13862-0.040.02.2335.150.01.4694.670.04.03123.890.012915.414.460.06.204.910.02.5126.130.02.6517.780.0323.7844.10.0308.5534.860.03.327.440.02.6517.780.0--0.00
20Q2 (3)138670.040.01.651000.00.00.751400.00.01.801100.00.011283.421.440.05.9131.330.01.99306.120.02.25878.260.0224.69396.550.0228.8997.890.03.09390.480.02.25878.260.0--0.00
20Q1 (2)138620.00.00.15-95.650.00.05-98.00.00.15-98.20.09291.33-46.630.04.50-30.450.00.49-82.870.00.23-92.880.045.25-90.90.020.84-95.640.00.63-82.550.00.23-92.880.0--0.00
19Q4 (1)138620.00.03.450.00.02.500.00.08.320.00.017409.30.00.06.470.00.02.860.00.03.230.00.0497.480.00.0477.660.00.03.610.00.03.230.00.0--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)
2024/116725.85-16.433.4762050.628.8722104.57N/A-
2024/108048.489.798.5855324.779.5620861.84N/A-
2024/97330.2433.6810.9347276.299.7318536.880.48-
2024/85483.12-4.232.8139946.059.5116113.890.55-
2024/75723.5216.6321.9734462.936.5416132.340.55-
2024/64907.25-10.816.0728739.423.9215517.790.52-
2024/55501.577.6822.0623832.161.7315085.940.54-
2024/45108.9614.1519.0218330.59-3.1113109.180.62-
2024/34475.4126.9611.813221.63-9.613221.630.57-
2024/23524.81-32.49-12.328746.22-17.6713347.470.56-
2024/15221.4113.47-20.935221.41-20.9316322.870.46-
2023/124601.25-29.21-26.8861595.71-6.9818513.460.39-
2023/116500.21-12.317.9556994.47-4.8920519.620.36-
2023/107412.012.17-4.5550494.25-7.218147.80.4-
2023/96607.460.04-19.6443082.25-7.6415428.140.5-
2023/84128.39-12.01-8.0336474.85-5.0713048.480.59-
2023/74692.3410.98-1.2332346.46-4.6813427.350.58-
2023/64227.75-6.2-19.6527654.11-5.2413027.20.58-
2023/54507.265.01-9.4523426.36-2.0812802.380.59-
2023/44292.197.22-11.7618919.11-0.1412315.480.62-
2023/34002.93-0.43-21.114626.923.8714626.920.56-
2023/24020.35-39.11-11.6410623.9917.9416917.380.48-
2023/16603.634.9248.146603.6348.1418407.950.44-
2022/126293.3914.19-12.2966219.4210.4619570.080.48-
2022/115510.92-29.03-11.3559926.0213.5621499.920.44-
2022/107765.77-5.5640.9654415.116.8920478.060.46對本季原為審慎樂觀,因疫情影響,公司將下調第四季展望。河南省也表示一如既往全力支持鴻海,盡快撲滅疫情,並恢復滿產能生產。
2022/98223.2383.1840.3946649.3413.6617463.290.5-
2022/84489.06-5.5112.2138426.19.2114502.010.61-
2022/74750.99-9.7113.6533937.048.8214990.690.59-
2022/65261.965.731.0129186.058.0715104.340.5-
2022/54977.752.329.3923924.094.0614916.330.5-
2022/44864.64-4.12-2.818946.352.7514488.840.52-
2022/35073.9511.514.9914081.714.8214081.710.54-
2022/24550.252.0813.229007.76-0.1416183.590.47-
2022/14457.5-37.88-10.884457.5-10.8817850.470.42-
2021/127175.8315.420.5359944.5311.9118901.870.36-
2021/116217.1312.85-8.7552768.6913.6617583.350.38-
2021/105508.91-5.94-10.0646551.5617.5215366.710.44-
2021/95857.3146.4125.5941042.6522.5714037.950.47-
2021/84000.49-4.29-4.8735185.3422.0812196.810.54-
2021/74180.154.083.6431184.8626.6912746.660.52-
2021/64016.17-11.7311.3927004.7131.2113571.420.39-
2021/54550.34-9.0817.5822988.5435.4113967.420.38-
2021/45004.9113.4331.3818438.1940.6813436.010.4-
2021/34412.179.7826.9113433.2844.4913433.280.47-
2021/24018.93-19.6584.819021.1154.9916158.920.39受疫情影響
2021/15002.18-29.9137.25002.1837.218953.740.34-
2020/127137.84.7532.353560.610.320077.10.29-
2020/116813.7511.2313.0646422.81-3.2817602.920.33-
2020/106125.5431.342.7939609.06-5.6314994.620.39-
2020/94663.6310.89-20.6533483.52-7.0212902.340.55-
2020/84205.464.265.4428819.89-4.3711844.030.6-
2020/74033.2611.861.3324614.43-5.8611508.380.62-
2020/63605.32-6.83-9.0720581.18-7.1611284.380.45-
2020/53869.811.580.7116975.86-6.7411155.60.45-
2020/43809.259.570.2913106.05-8.739460.40.53-
2020/33476.5459.87-7.689296.8-11.989296.80.57-
2020/22174.6-40.35-18.135820.26-14.3711215.330.47-
2020/13645.66-32.42-11.963645.66-11.960.0N/A-
2019/125395.07-10.47-12.8853395.260.810.0N/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)138620.010.070.18.38-8.9161622.2-7.016.304.32.703.052.5110.091665.28-4.181922.242.511420.980.43
2022 (9)138620.010.061.519.2034.966270.010.566.040.02.625.222.28-11.281737.8816.671875.11-3.131414.831.55
2021 (8)138620.09.9136.136.8241.259941.711.876.046.92.4920.292.5720.661489.5934.411935.7233.061393.236.86
2020 (7)138620.07.28-11.654.831.2653580.20.285.65-4.42.07-3.722.13-13.771108.27-3.541454.72-11.231017.95-11.72
2019 (6)13862-13.768.243.654.77-30.1653428.10.935.91-5.742.15-16.342.470.821148.97-15.611638.78-3.741153.09-10.66
2018 (5)16074-7.237.950.516.8338.5452938.012.476.27-2.642.577.532.45-14.931361.4720.941702.51-6.91290.65-6.97
2017 (4)173270.187.91-7.164.93-45.4647067.47.986.44-12.742.39-40.42.88-17.01125.7-35.651828.73-7.621387.34-6.68
2016 (3)1729610.978.52-8.499.0412.0243587.3-2.757.383.224.019.563.473.581749.46.51979.5-0.551486.631.22
2015 (2)155865.679.316.48.0712.5544821.56.387.153.173.667.653.356.691642.6914.721990.3814.311468.6712.51
2014 (1)1474912.88.759.517.1724.9142131.76.66.9303.4003.1401431.9130.991741.227.751305.3522.34

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