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)1560.00.00.2011.11500.00.22100.0215.790.32166.67196.975.2510.2928.9924.019.68256.766.6785.79188.75.93-2.47418.820.35105.88212.90.316.9542.865.93-2.47418.825.93-2.47418.8222.76205.56121.16
24Q2 (19)1560.00.00.18400.0800.00.11142.31191.670.12300.0142.864.7635.2328.321.89100.2797.743.59132.0173.876.08317.92583.150.17143.59194.440.29390.0866.676.08317.92583.156.08317.92583.1523.84246.25102.31
24Q1 (18)1560.00.0-0.0692.580.0-0.2662.32-8.33-0.0694.6480.03.5212.46-10.210.93256.37138.13-11.2267.91-16.88-2.7993.0376.9-0.3964.22-2.63-0.191.9478.72-2.7993.0276.9-2.7993.0376.9-5.32-703.75-100.42
23Q4 (17)1560.00.0-0.80-1500.0-350.0-0.69-263.16-240.82-1.12-239.39-131.733.13-23.1-37.27-6.99-203.86-125.9-34.96-364.89-326.42-40.03-2052.15-500.3-1.09-251.61-241.56-1.24-1671.43-348.0-39.97-2048.92-495.35-40.03-2052.15-500.3-6.70-925.00-160.75
23Q3 (16)1560.00.0-0.05-350.0-103.94-0.19-58.33-130.65-0.33-17.86-110.284.079.7-26.46.73-39.21-77.71-7.52-54.73-142.53-1.86-308.99-105.14-0.31-72.22-131.63-0.07-333.33-103.52-1.86-308.99-105.14-1.86-308.99-105.142.17-121.66-4.16
23Q2 (15)1560.00.00.02106.67-98.15-0.1250.0-118.46-0.286.67-114.513.71-5.36-35.4811.07141.18-62.56-4.8649.38-127.150.89107.37-96.99-0.1852.63-117.480.03106.38-98.210.89107.37-96.990.89107.37-96.99-13.40-43.54-49.49
23Q1 (14)1560.00.0-0.30-193.75-135.29-0.24-148.98-147.06-0.30-108.5-135.293.92-21.44-25.334.59-82.99-83.53-9.60-162.18-162.46-12.08-220.8-147.19-0.38-149.35-146.91-0.47-194.0-135.34-12.08-219.49-147.19-12.08-220.8-147.19-15.60-134.28-84.97
22Q4 (13)1560.00.00.32-74.8-39.620.49-20.97-18.333.539.97123.424.99-9.76-5.8526.99-10.6-7.3115.44-12.67-13.510.00-72.36-36.790.77-21.43-18.950.5-74.87-39.7610.11-72.06-36.0910.00-72.36-36.79-6.79-28.60-12.79
22Q3 (12)1560.00.01.2717.59108.20.62-4.620.03.2166.32208.655.53-3.833.9530.192.12.2417.68-1.23-3.8636.1822.35101.00.98-4.850.01.9918.45109.4736.1822.35101.036.1822.35101.02.8422.3211.41
22Q2 (11)1560.00.01.0827.06620.00.6527.4571.051.93127.06348.845.759.5220.2929.576.125.6217.9016.4644.0129.5715.51477.541.0327.1674.581.6826.32600.029.5715.51477.5429.5715.51477.544.2943.726.22
22Q1 (10)1560.00.650.8560.38203.570.51-15.0750.00.85-46.2203.575.25-0.9427.7427.87-4.2974.6215.37-13.89592.3425.6061.82139.930.81-14.74800.01.3360.24202.2725.6061.82139.9325.6061.82139.93-0.6623.64-9.12
21Q4 (9)1560.00.650.53-13.11-47.520.60-3.23172.731.5851.9211.275.3-0.3820.1829.12-1.3951.2717.85-2.94130.3215.82-12.11-55.540.95-3.06179.410.83-12.63-47.1315.82-12.11-55.5415.82-12.11-55.545.46146.7829.96
21Q3 (8)1560.00.650.61306.67-69.50.6263.1626.531.04141.86153.665.3211.38.5729.5325.4515.1318.3947.9519.5718.00251.56-71.630.9866.130.670.95295.83-69.4518.00251.56-71.6318.00251.56-71.6313.80130.12298.25
21Q2 (7)1560.650.650.15-46.43116.480.38533.33-39.680.4353.57126.884.7816.3-7.7223.5447.49-16.2312.43459.91-33.885.12-52.01118.740.59555.56-39.180.24-45.45117.025.12-52.01118.745.12-52.01118.744.75-59.36230.30
21Q1 (6)1550.0-0.640.28-72.28140.580.06-72.73-25.00.28-80.28140.584.11-6.83.5315.96-17.091.272.22-71.35-22.6510.67-70.01139.710.09-73.53-18.180.44-71.97141.5110.67-70.01139.7110.67-70.01139.71-8.40-60.89-63.92
20Q4 (5)1550.00.01.01-49.5213.480.22-55.183.331.42246.34155.474.41-10.012.519.25-24.9515.757.75-49.61129.9735.58-43.92201.40.34-54.67161.541.57-49.52214.635.58-43.92198.4535.58-43.92201.4--0.00
20Q3 (4)1550.00.02.00319.780.00.49-22.220.00.41125.630.04.9-5.410.025.65-8.720.015.38-18.190.063.45332.250.00.75-22.680.03.11320.570.063.45332.250.063.45332.250.0--0.00
20Q2 (3)155-0.640.0-0.91-31.880.00.63687.50.0-1.60-131.880.05.1830.480.028.1078.30.018.80555.050.0-27.32-1.670.00.97781.820.0-1.41-33.020.0-27.32-1.670.0-27.32-1.670.0--0.00
20Q1 (2)1560.650.0-0.6922.470.00.08-33.330.0-0.6973.050.03.971.280.015.76-5.230.02.87-14.840.0-26.8723.430.00.11-15.380.0-1.0622.630.0-26.8725.650.0-26.8723.430.0--0.00
19Q4 (1)1550.00.0-0.890.00.00.120.00.0-2.560.00.03.920.00.016.630.00.03.370.00.0-35.090.00.00.130.00.0-1.370.00.0-36.140.00.0-35.090.00.0--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)
2024/101.82.5753.6515.3219.025.3N/A主要係晶圓市場需求較去年同期增加所致。
2024/91.750.4934.1713.5315.555.250.56-
2024/81.75-0.5724.4811.7713.215.160.57-
2024/71.765.7228.4710.0311.465.050.58-
2024/61.661.8227.688.278.414.760.65-
2024/51.6311.235.66.614.454.370.7-
2024/41.4714.8920.94.98-2.843.750.82-
2024/31.2826.94-2.083.52-10.23.520.87-
2024/21.01-18.57-20.572.24-14.253.140.97-
2024/11.2336.75-8.311.23-8.313.190.96-
2023/120.9-14.27-40.4114.83-31.063.130.86-
2023/111.05-10.04-35.6413.93-30.353.530.76-
2023/101.17-10.43-36.2412.88-29.883.880.69-
2023/91.31-6.75-23.3211.7-29.184.070.61-
2023/81.42.6-26.5510.4-29.854.070.61-
2023/71.375.07-28.699.0-30.343.870.65-
2023/61.38.13-32.317.63-30.623.710.73-
2023/51.2-0.84-37.476.33-30.273.720.73-
2023/41.21-6.95-36.385.13-28.333.780.72-
2023/31.32.97-28.393.92-25.413.920.67-
2023/21.27-6.0-26.82.61-23.824.130.63-
2023/11.35-11.12-20.791.35-20.794.50.58-
2022/121.51-7.42-12.9921.5210.224.990.58-
2022/111.64-10.88-8.8920.012.495.180.56-
2022/101.847.714.1118.3614.95.450.53-
2022/91.7-10.67-3.8116.5316.235.530.51-
2022/81.91-0.395.3114.8219.095.750.49-
2022/71.92-0.2510.112.9121.445.760.49-
2022/61.92-0.114.9211.023.665.750.43-
2022/51.920.8811.669.0825.685.650.44-
2022/41.914.7137.167.1530.075.460.45-
2022/31.825.2622.835.2527.675.250.44-
2022/21.731.7129.613.4330.395.170.44-
2022/11.7-2.3731.211.731.215.240.44-
2021/121.74-3.0627.8819.525.765.30.39-
2021/111.81.8519.7717.783.995.330.39-
2021/101.76-0.4913.615.982.485.350.39-
2021/91.77-2.1911.4314.221.255.320.4-
2021/81.814.1313.7412.45-0.045.220.41-
2021/71.744.111.6510.63-2.075.130.41-
2021/61.67-2.93-9.418.89-2.774.780.47-
2021/51.7223.921.367.22-1.094.590.49-
2021/41.39-6.22-14.985.5-1.844.210.53-
2021/31.4811.069.024.113.574.110.55-
2021/21.332.979.62.630.733.990.57-
2021/11.3-4.84-7.021.3-7.024.160.55-
2020/121.36-9.28.0118.4635.944.410.48-
2020/111.5-3.3916.1617.0938.84.640.45-
2020/101.55-2.413.4115.641.454.740.44-
2020/91.59-0.1629.8514.0445.434.90.43-
2020/81.59-6.9340.5812.4547.695.150.41-
2020/71.71-7.2274.7810.8648.85.260.4主要係因應市場需求致接單狀況較去年同期增加
2020/61.858.6199.839.1544.775.180.37主要係因應市場需求致接單狀況較去年同期增加
2020/51.73.9392.687.335.354.690.4主要係因應市場需求致接單狀況較去年同期增加
2020/41.6320.2697.65.624.154.210.45主要係接單狀況較去年同期增加所致
2020/31.3611.6517.623.977.673.970.47-
2020/21.22-12.642.722.613.123.870.48-
2020/11.3910.533.481.393.483.940.47-
2019/121.26-2.35-3.4913.58-26.710.0N/A-
2019/111.29-5.67-22.7612.32-28.470.0N/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)1560.0-1.120-1.24014.83-31.094.36-84.82-13.190-11.910-1.960-1.770-1.750
2022 (9)1560.03.48121.662.2636.9721.5210.2528.7214.4716.6524.4425.76102.683.5837.165.55123.795.5124.49
2021 (8)1560.651.5711.351.6517.8619.525.7425.0910.6313.3813.112.716.92.6119.722.4812.732.4511.36
2020 (7)1550.01.4101.40018.4635.9422.68187.8211.83011.8902.1802.202.20
2019 (6)15534.78-2.560-0.71013.58-26.717.88-58.89-8.060-29.240-1.090-3.970-3.970
2018 (5)11551.321.5300.7658.3318.5313.2619.1713.76.8176.429.9101.26100.01.8601.770
2017 (4)76-79.57-0.3200.48152.6316.3612.6716.860.483.868.73-2.1900.6321.15-0.360-0.240
2016 (3)3720.0-0.3300.19014.521.416.7803.550-8.9600.520-0.990-1.210
2015 (2)3720.0-2.650-3.49014.32-12.79-21.370-37.920-69.400-5.430-9.870-9.880
2014 (1)3720.0-1.090-5.19016.42-5.41-31.960-49.430-25.440-8.120-4.080-4.060

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