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)51322.4322.7311.01-15.44-5.259.9312.4628.4631.0629.22.07317.381.0215.8535.220.265.9620.911.366.4117.912.58-0.4466.362.3822.8956.493.5916.2322.66-3.86-1.0917.912.58-0.445.621.3521.06
24Q2 (19)4190.240.2413.0218.1546.298.8329.6691.9624.04118.1527.87314.1810.2217.4235.133.935.8820.6318.58.7517.467.5126.1664.8230.5827.754.5318.3146.5523.5710.5-2.017.467.5126.167.207.4913.40
24Q1 (18)4180.00.2411.02-3.1611.316.81-2.85-3.411.02-73.6411.31285.054.189.2333.80-1.942.4217.41-6.5-7.6916.24-7.312.5349.64-2.190.8946.09-3.1111.5421.33-6.692.416.24-7.312.532.02-2.62-6.08
23Q4 (17)4180.0-18.6811.38-2.0740.497.01-9.31-1.6841.8037.36-5.47273.61-0.13-5.1134.473.7-5.5618.62-5.24-9.5717.52-2.6121.2550.75-6.02-14.5247.57-2.1214.2722.86-0.222.3317.52-2.6121.251.1314.2429.37
23Q3 (16)4180.0-20.9811.6230.56-3.977.7368.04-31.7730.4361.86-12.41273.962.39-11.0433.240.18-13.6619.653.58-21.1817.9929.99-13.4754.06.38-29.6648.630.61-24.0322.91-4.74-14.6117.9929.99-13.472.4610.2316.65
23Q2 (15)4180.24-22.018.90-10.1-19.464.60-34.75-56.6918.8089.9-16.96267.572.53-14.5733.180.55-14.4818.970.58-24.6613.84-12.63-26.8950.763.17-35.6437.21-9.95-37.2224.0515.46-9.9613.84-12.63-26.89-3.496.06-17.93
23Q1 (14)417-18.87-22.639.9022.22-14.587.05-1.12-36.269.90-77.61-14.58260.96-9.5-13.433.00-9.59-13.4118.86-8.4-24.0715.849.62-23.8849.2-17.13-34.2941.32-0.74-33.820.83-6.76-22.0715.849.62-23.88-7.93-5.42-19.09
22Q4 (13)514-2.844.268.10-33.06-15.717.13-37.07-37.7844.2227.29-4.82288.35-6.36-0.2736.50-5.196.1720.59-17.4123.8114.45-30.566.0959.37-22.6723.4641.63-34.92-12.122.34-16.7376.1814.45-30.566.09-4.02-11.78-15.19
22Q3 (12)529-1.317.5212.109.5-12.8211.336.69-13.7734.7453.45-5.67307.95-1.68-7.4838.50-0.77-4.1624.93-0.99-8.4520.799.83-1.3376.77-2.66-15.2863.977.93-6.3426.830.45-2.420.799.83-1.331.132.421.36
22Q2 (11)536-0.568.511.05-4.66-13.8110.62-3.98-10.022.6495.34-1.35313.223.94-1.9938.801.81-3.0525.181.37-5.9418.93-9.03-10.0378.875.34-7.8159.27-5.05-6.3826.71-0.07-3.3618.93-9.03-10.034.087.97-3.74
22Q1 (10)5399.339.1111.5920.614.4111.06-3.4925.8211.59-75.0514.41301.344.237.5238.1110.851.5524.8449.376.1520.81139.26.3474.8755.6914.1762.4231.824.7226.73110.86.220.81139.26.34-4.45-5.08-8.14
21Q4 (9)4930.24.679.61-30.7622.1111.46-12.7926.7746.4626.1582.05289.12-13.1330.0934.38-14.41-9.4816.63-38.93-27.358.70-58.71-47.8748.09-46.93-5.4647.36-30.6627.9312.68-53.87-32.088.70-58.71-47.87-4.49-11.25-0.71
21Q3 (8)492-0.40.013.888.27156.0913.1411.36101.8436.8360.48105.18332.834.1551.6140.170.3727.027.231.7240.8721.070.1472.9990.625.93113.4768.37.88156.1927.49-0.5469.0721.070.1472.999.0917.4122.80
21Q2 (7)4940.05.1112.8226.5582.8811.8034.2475.622.95126.5582.14319.5814.03137.2540.026.63-9.726.7714.4-16.6821.047.51-14.2385.5530.4597.6763.3126.4992.1427.649.81-10.8121.047.51-14.2320.0727.6315.74
21Q1 (6)4944.8815.6910.1328.7283.858.79-2.77120.8510.13-60.3183.85280.2626.1179.6237.53-1.18-6.8723.402.23-8.4519.5717.26-16.5565.5828.92155.9750.0535.2112.9825.1734.82-12.1519.5717.26-16.5513.6736.9618.04
20Q4 (5)471-4.2710.827.8745.2274.769.0438.86195.4225.5242.1756.09222.251.24121.8937.9820.0813.3122.8918.4236.0116.6937.0387.1150.8719.84201.7237.0238.86314.5618.6714.8285.7716.6937.0387.11--0.00
20Q3 (4)4924.680.05.42-22.680.06.51-3.120.017.9542.460.0219.5362.980.031.63-28.630.019.33-39.840.012.18-50.350.042.45-1.920.026.66-19.090.016.26-47.530.012.18-50.350.0--0.00
20Q2 (3)47010.070.07.0127.220.06.7268.840.012.60128.680.0134.734.390.044.329.980.032.1325.70.024.534.610.043.2868.930.032.9540.210.030.998.170.024.534.610.0--0.00
20Q1 (2)4270.470.05.51162.380.03.9830.070.05.51-66.30.0100.230.070.040.3020.230.025.5651.870.023.45162.890.025.6251.960.023.5163.160.028.65185.070.023.45162.890.0--0.00
19Q4 (1)4250.00.02.100.00.03.060.00.016.350.00.0100.160.00.033.520.00.016.830.00.08.920.00.016.860.00.08.930.00.010.050.00.08.920.00.0--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)
2024/10104.660.4815.491021.2714.35311.99N/A-
2024/9104.150.9410.08916.6114.22317.380.84-
2024/8103.18-6.2414.51812.4614.77313.260.86-
2024/7110.0510.0123.81709.2814.81317.210.84-
2024/6100.04-6.6114.02599.2313.3314.190.84-
2024/5107.120.0818.92499.213.16314.380.84-
2024/4107.036.7818.79392.0811.68291.870.91-
2024/3100.2318.4611.29285.059.22285.050.93-
2024/284.61-15.56-1.48184.818.13274.30.97-
2024/1100.2111.9817.84100.2117.84283.20.94-
2023/1289.48-4.29-0.571076.07-11.11273.610.99-
2023/1193.53.18-6.52986.58-11.96278.730.97-
2023/1090.62-4.21-7.58893.08-12.49275.320.98-
2023/994.615.0-7.07802.46-13.02273.590.92-
2023/890.11.36-11.45707.85-13.75266.710.94-
2023/788.881.31-14.61617.76-14.08266.690.94-
2023/687.73-2.59-17.91528.87-13.99267.90.95-
2023/590.07-0.02-14.46441.14-13.16270.230.94-
2023/490.10.04-11.19351.07-12.83266.040.96-
2023/390.064.86-15.24260.97-13.38260.970.97-
2023/285.880.99-7.13170.91-12.36260.920.97-
2023/185.03-5.52-17.0985.03-17.09275.070.92-
2022/1290.01-10.029.481210.6913.63288.090.94-
2022/11100.032.0112.851120.6813.97299.890.9-
2022/1098.05-3.6913.931020.6514.09301.620.89-
2022/9101.810.053.78922.614.1307.670.94-
2022/8101.76-2.253.78820.7915.53312.750.92-
2022/7104.1-2.66.53719.0317.41316.290.91-
2022/6106.891.512.45614.9319.47313.640.92-
2022/5105.33.7914.43508.0421.06313.010.92-
2022/4101.45-4.5112.5402.7422.93300.180.96-
2022/3106.2514.921.76301.2926.89301.290.87-
2022/292.47-9.8332.0195.0429.87277.240.94-
2022/1102.5624.7628.0102.5628.0273.40.96-
2021/1282.21-7.2512.181065.4457.48256.890.98與去年同期比較營收增加,主要是因合併基美效益所致。
2021/1188.632.9915.56983.2362.98272.790.92與去年同期比較營收增加,主要是因合併基美效益所致。
2021/1086.05-12.2819.49894.669.89282.20.89與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/998.10.0528.03808.5577.88293.860.79與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/898.050.3434.39710.4487.98290.810.8與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/797.712.839.39612.4100.8284.780.82與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/695.053.29109.37514.68119.13277.240.76與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/592.022.04105.12419.63121.47269.460.78與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/490.173.33103.05327.62126.55247.490.85與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/387.2624.56116.26237.44136.96237.440.81與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/270.06-12.56161.06150.18150.91223.460.86與去年同期比較營收增加,主要是因終端市場的強勁需求所致。
2021/180.129.33142.6680.12142.66230.10.84與去年同期比較營收增加,主要是因歐美市場需求強勁及大中華區客戶於農曆年前增加備貨所致。。
2020/1273.28-4.45124.77676.5363.86221.990.65與去年同期比較營收增加,主要是因終端需求動能穩定增加所致。
2020/1176.76.5117.86603.2558.64225.330.64與去年同期比較營收增加,主要是因歐美市場需求強勁所致。
2020/1072.01-6.01123.44526.5652.6221.590.66與去年同期比較營收增加,主要是因終端需求穩健。
2020/976.625.02117.82454.5445.3219.670.639月份營收增加,主要是終端需求穩健及生產廠區的產能逐步改善所致。
2020/872.964.07113.65377.9236.11188.450.748月份營收增加,主要是客戶訂單需求穩健增溫、生產廠區的產能及庫存逐步改善所致
2020/770.154.4107.38304.9625.23160.350.86營收大幅增加主因基美(KEMET)已開始完整併入合併財報,且中國廠區的復工及產能利用率已逐步改善,客戶訂單需求穩健所致
2020/645.41.247.98234.8711.99134.671.09-
2020/544.861.0137.58189.475.83129.621.14-
2020/444.4110.0636.58144.61-1.23111.591.32-
2020/340.3550.3614.78100.2-12.03100.20.61-
2020/226.83-18.72-13.4559.85-24.092.450.66-
2020/133.021.27-30.8533.02-30.85100.820.61-
2019/1232.6-7.39-28.1412.86-46.490.0N/A-
2019/1135.29.23-34.54380.26-47.640.0N/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)418-18.6840.61-6.0226.40-34.231076.09-11.1333.48-11.8919.02-20.5516.32-13.19204.72-29.38243.99-21.62174.69-23.15
2022 (9)5144.2643.21-4.6840.14-11.181210.87-0.8938.00-0.4223.940.9318.805.68289.880.02311.288.44227.3-0.76
2021 (8)4934.6745.3378.8245.1972.151221.7980.5538.161.6823.72-1.0417.790.06289.8378.69287.0494.43229.0390.68
2020 (7)47110.8225.3558.2426.25126.29676.7263.8337.534.8923.9723.317.784.16162.2101.97147.6363.62120.1172.94
2019 (6)4250.9516.02-79.4911.60-80.71413.07-46.4635.78-43.4819.44-59.3617.07-61.0880.31-78.2490.23-77.3869.45-79.48
2018 (5)421-1.1778.09398.3460.14366.2771.56139.1863.3194.5647.84103.2343.86111.78369.08386.08398.95410.04338.39394.22
2017 (4)426-26.4215.67130.7812.90115.72322.5916.1132.5437.8823.5480.9420.7159.6875.93110.178.2273.8668.4773.17
2016 (3)579-12.676.7924.595.9817.49277.840.9823.60-0.7213.010.9312.97-2.8536.141.9244.99-1.439.548.93
2015 (2)663-60.515.45136.965.09-14.74275.131.823.77-8.8612.89-13.5513.35-7.3635.46-12.0345.63-5.6136.3-6.1
2014 (1)1679-13.272.30238.245.9737.88270.279.2726.08014.91014.41040.3138.1448.34125.1538.66166.62

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