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)4400.460.46-0.39-200.0-225.81-0.30-87.5-314.29-0.60-185.71-182.1911.536.662.859.85-45.85-63.33-12.49-60.33-286.98-15.45-198.26-226.43-1.44-71.43-292.0-1.71-210.91-224.82-15.69-149.44-218.33-15.45-198.26-226.439.81-131.25-27.09
24Q2 (19)4380.00.0-0.13-62.5-150.0-0.1633.33-328.57-0.21-162.5-150.010.8112.966.8218.198.4-23.22-7.7928.14-250.68-5.18-30.48-145.8-0.8419.23-261.54-0.55-52.78-147.83-6.29-75.7-146.94-5.18-30.48-145.84.00-114.58-233.34
24Q1 (18)4380.00.0-0.08-166.67-150.0-0.24-500.0-200.0-0.08-111.43-150.09.57-4.9715.0216.78-27.33-11.08-10.84-1006.12-133.62-3.97-126.86-147.21-1.04-940.0-166.67-0.36-157.14-151.43-3.5830.62-143.71-3.97-126.86-147.21-7.57-138.18-278.57
23Q4 (17)4380.00.23-0.03-109.6825.00.06-57.14700.00.70-4.11-14.6310.07-10.1717.0923.09-14.0425.69-0.98-114.6777.0-1.75-114.3220.09-0.1-113.3372.97-0.14-110.2226.32-5.16-138.9114.71-1.75-114.3220.090.30-45.2321.43
23Q3 (16)4380.00.00.3119.2329.170.14100.016.670.7373.81-16.0911.2110.775.8526.8613.38-1.56.6829.21-14.0312.228.0522.080.7544.23-8.541.3719.1329.2513.26-1.042.3112.228.0522.0816.2040.87143.75
23Q2 (15)4380.00.230.2662.5-18.750.07187.5-81.080.42162.5-33.3310.1221.63-23.823.6925.54-19.995.17211.42-65.2811.3134.486.40.52233.33-73.741.1564.29-18.4413.4063.61-0.0711.3134.486.49.18281.25-256.25
23Q1 (14)4380.230.230.16500.0-46.67-0.08-700.0-140.00.16-80.49-46.678.32-3.26-35.118.872.72-35.33-4.64-8.92-142.618.41484.02-18.35-0.39-5.41-127.860.7468.42-46.978.19235.37-42.738.41484.02-18.35-11.02191.66-404.17
22Q4 (13)437-0.2311.2-0.04-116.67-110.26-0.01-108.33-102.50.82-5.75-61.148.6-18.79-37.0918.37-32.64-39.67-4.26-154.83-133.28-2.19-121.88-119.38-0.37-145.12-121.14-0.19-117.92-112.34-6.05-146.68-153.35-2.19-121.88-119.38-19.52-70.84-87.95
22Q3 (12)4380.2310.610.24-25.0-61.290.12-67.57-78.950.8738.1-51.1210.59-20.26-41.4627.27-7.9-19.917.77-47.82-57.9510.01-5.83-26.610.82-58.59-75.451.06-24.82-57.0912.96-3.36-29.2210.01-5.83-26.61-8.34-9.168.72
22Q2 (11)4370.017.790.326.67-34.690.3785.0-7.50.63110.0-45.6913.283.59-4.0529.611.47-8.5314.8936.73-6.1210.633.2-19.591.9841.43-9.591.416.82-22.9513.41-6.22-18.2810.633.2-19.59-1.31-8.2017.50
22Q1 (10)43711.217.790.30-23.08-54.550.20-50.0-61.540.30-85.78-54.5512.82-6.22-19.0129.18-4.17-6.9510.89-14.92-38.8910.30-8.85-33.461.4-20.0-50.351.32-14.29-46.1214.3026.1-24.3810.30-8.85-33.46-15.32-30.09-39.91
21Q4 (9)393-0.763.970.39-37.1-17.020.40-29.82-13.042.1118.5438.8213.67-24.43-1.1630.45-10.57-4.1912.80-30.740.0811.30-17.16-11.991.75-47.6-1.131.54-37.65-13.4811.34-38.074.1311.30-17.16-11.993.14-5.296.34
21Q3 (8)3966.744.760.6226.5312.730.5742.57.551.7853.4569.5218.0930.718.6534.055.1914.3818.4816.5225.4613.643.1810.273.3452.5136.332.4734.9719.918.3111.5840.5213.643.1810.279.070.389.71
21Q2 (7)3710.0-1.850.49-25.76308.330.40-23.08122.221.1675.76163.6413.84-12.5715.0532.373.2221.1915.86-11.087.0313.22-14.6262.192.19-22.34114.711.83-25.31315.9116.41-13.22201.6513.22-14.6262.190.957.33-5.02
21Q1 (6)371-1.85-1.850.6640.43106.250.5213.04126.090.66-56.58106.2515.8314.4636.031.36-1.325.3817.8239.3356.4515.4820.5648.282.8259.32112.032.4537.64100.8218.9173.6542.3915.4820.5648.28-1.2412.94-0.09
20Q4 (5)3780.0-9.130.47-14.5534.290.46-13.2131.431.5244.764.8313.83-16.947.1331.786.7512.512.79-13.17-10.8712.843.814.231.77-27.76-4.321.78-13.5922.7610.89-16.42-21.0912.843.814.23--0.00
20Q3 (4)3780.00.00.55358.330.00.53194.440.01.05138.640.016.6538.40.029.7711.460.014.7373.70.012.37238.90.02.45140.20.02.06368.180.013.03139.520.012.37238.90.0--0.00
20Q2 (3)3780.00.00.12-62.50.00.18-21.740.00.4437.50.012.033.350.026.71-10.250.08.48-25.550.03.65-65.040.01.02-23.310.00.44-63.930.05.44-59.040.03.65-65.040.0--0.00
20Q1 (2)378-9.130.00.32-8.570.00.23-34.290.00.32-77.930.011.64-9.840.029.765.350.011.39-20.630.010.44-7.120.01.33-28.110.01.22-15.860.013.28-3.770.010.44-7.120.0--0.00
19Q4 (1)4160.00.00.350.00.00.350.00.01.450.00.012.910.00.028.250.00.014.350.00.011.240.00.01.850.00.01.450.00.013.800.00.011.240.00.0--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)
2024/113.6-5.110.4539.317.5911.51N/A-
2024/103.8-7.474.8635.717.3111.93N/A-
2024/94.111.951.8631.917.6111.531.36-
2024/84.0318.491.7627.818.5211.51.36-
2024/73.4-16.675.423.789.7510.911.44-
2024/64.0818.8618.1820.3810.5110.811.21-
2024/53.433.92-13.616.38.7510.221.27-
2024/43.3-5.4322.1312.8716.89.651.35-
2024/33.4922.313.949.5715.089.571.4-
2024/22.85-11.68.016.0815.739.271.44-
2024/13.231.3723.543.2323.549.681.38-
2023/123.18-2.430.8839.72-12.310.071.34-
2023/113.26-9.910.1936.54-14.7510.921.24-
2023/103.62-10.1212.9233.27-16.6111.611.16-
2023/94.031.8518.1929.65-19.1911.211.1-
2023/83.9622.7411.6125.62-23.0210.631.16-
2023/73.22-6.57-11.2921.67-27.1510.641.15-
2023/63.45-13.11-20.7618.44-29.3510.121.18-
2023/53.9746.91-16.0914.99-31.079.741.22-
2023/42.7-11.76-35.6111.02-35.248.411.42-
2023/33.0615.93-33.448.32-35.128.321.46-
2023/22.641.1-14.55.26-36.067.691.58紹興歐柏斯光電科技有限公司因股權移轉,自112年2月起不再列入合併營收。
2023/12.617.39-49.052.61-49.058.011.52-
2022/122.43-17.83-42.6845.3-26.268.61.45-
2022/112.96-7.66-32.9542.86-25.049.581.3-
2022/103.21-5.93-35.8839.9-24.3810.161.23-
2022/93.41-3.81-45.0536.7-23.1710.591.18-
2022/83.54-2.44-41.3933.29-19.9111.531.08-
2022/73.63-16.54-37.7829.74-16.2512.720.98-
2022/64.35-7.99-19.8926.11-12.0113.280.94-
2022/54.7312.7443.2521.75-10.2413.530.92-
2022/44.2-8.79-17.6817.02-18.6911.891.05-
2022/34.648.91-13.9412.82-19.0112.820.99-
2022/23.09-39.75-29.738.22-21.612.471.02-
2022/15.1320.83-15.735.13-15.7313.790.92-
2021/124.25-3.8710.6261.439.8913.660.93-
2021/114.42-11.7-13.1257.199.8415.620.81-
2021/105.0-19.382.0252.7712.3217.260.74-
2021/96.212.58-9.7247.7713.5218.090.59-
2021/86.053.5623.1841.5618.0717.330.62-
2021/75.847.4319.9135.5117.2414.580.74-
2021/65.4464.546.2329.6716.7313.840.81-
2021/53.3-35.21-17.824.2419.3713.750.81-
2021/45.1-4.659.8220.9328.5514.850.75-
2021/35.3521.5929.215.8336.0215.830.69-
2021/24.4-27.7627.2410.4939.7814.320.76-
2021/16.0958.6250.496.0950.4915.010.73訂單需求增加
2020/123.84-24.51-9.4955.93.1713.830.84-
2020/115.083.6917.6652.064.2516.860.69-
2020/104.9-28.6612.7246.982.9816.690.69-
2020/96.8739.9837.2742.071.9516.650.68-
2020/84.910.82-8.5435.2-2.9214.90.76-
2020/74.87-4.81-4.330.29-1.9414.010.8-
2020/65.1227.3-5.1225.42-1.4813.781.1-
2020/54.02-13.42-13.4520.3-0.5112.81.18-
2020/44.6412.178.8716.283.2912.241.24-
2020/34.1419.75-4.3711.641.2211.641.18-
2020/23.46-14.5618.987.54.5911.741.17-
2020/14.05-4.6-5.194.05-5.190.0N/A-
2019/124.24-1.85-1.4154.180.990.0N/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)4380.230.70-14.630.19-71.6439.72-12.3223.42-12.641.98-76.67.65-3.890.79-79.373.0-32.893.07-14.72
2022 (9)43711.20.82-60.770.67-64.3645.3-26.2626.81-16.698.46-48.577.96-41.043.83-62.124.47-55.873.6-56.57
2021 (8)3933.972.0940.271.8828.7761.439.8932.189.4616.4533.4113.5031.210.1146.7310.1363.398.2944.17
2020 (7)378-9.131.493.471.4614.9655.93.1729.40-2.7812.33-9.7410.29-7.86.89-6.896.2-21.225.75-4.96
2019 (6)416-6.521.44-0.691.27-8.6354.180.9930.240.0313.66-0.7311.16-8.37.40.277.870.96.05-7.35
2018 (5)445-12.231.4512.41.39-4.7953.65-4.0330.232.1613.76-1.8512.171.167.38-5.877.8-4.066.53-2.83
2017 (4)507-6.971.29-16.231.4615.8755.91.8629.591.8614.0212.8812.03-22.747.8414.968.13-17.216.72-21.4
2016 (3)5450.01.5449.511.2629.954.88-2.5429.057.6312.4223.7115.5752.956.8220.499.8238.58.5549.21
2015 (2)5450.01.030.980.97-33.5656.31-10.8626.991.9610.04-15.0610.1814.515.66-24.137.096.145.731.96
2014 (1)5450.01.0234.211.4665.9163.17-1.1726.47011.8208.8907.4653.186.6828.965.6233.81

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