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)1720.580.58-0.33-335.71-134.02-0.1648.390.00.02-94.29-99.379.4924.87-5.1920.19-12.33-13.2-2.7629.77-246.81-5.96-261.96-133.83-0.2613.33-236.84-0.57-337.5-134.13-5.80-191.34-127.26-5.96-261.96-133.8310.66-184.5227.23
24Q2 (19)1710.00.00.14-33.33-92.89-0.316.06-282.350.3566.67-84.027.6-3.55-36.6123.034.16-0.99-3.93-32.32-177.363.68-26.25-87.26-0.3-30.43-149.180.24-33.33-92.96.35-28.0-79.363.68-26.25-87.26-15.05208.34-101.97
24Q1 (18)1710.00.00.21450.0-4.55-0.33-210.0-230.00.21-93.25-4.557.88-26.56-16.8822.11-6.152.55-2.97-151.38-2221.434.99783.569.91-0.23-137.1-2400.00.36460.0-5.268.8229300.048.244.99783.569.91-9.68171.9138.75
23Q4 (17)1710.00.0-0.06-106.190.00.30287.515.383.11-1.8916.4810.737.19-12.4823.561.296.995.78207.4524.03-0.73-104.14-1.390.62226.328.77-0.1-105.990.00.03-99.86-82.35-0.73-104.14-1.39-4.66-78.4746.69
23Q3 (16)1710.00.00.97-50.76-12.61-0.16-194.1233.333.1744.7516.1210.01-16.51-10.6223.260.05.441.88-62.99-45.6617.62-39.01-1.450.19-68.85-51.281.67-50.59-12.1121.28-30.84-11.8817.62-39.01-1.454.98372.3537.94
23Q2 (15)1710.00.01.97795.4595.050.17270.0-54.052.19895.4535.1911.9926.48-23.2923.267.8810.765.083528.57-37.5228.89536.34153.640.616000.0-51.973.38789.4795.3830.77417.14102.728.89536.34153.641.90631.0665.77
23Q1 (14)1710.00.00.22466.67-63.93-0.10-138.46-1100.00.22-91.76-63.939.48-22.68-29.3121.56-2.0921.40.14-97.0-95.484.54730.56-42.820.01-98.25-97.620.38480.0-63.815.953400.0-45.364.54730.56-42.82-6.61180.6334.94
22Q4 (13)1710.00.0-0.06-105.41-112.00.26208.33471.432.67-2.2130.1712.269.4614.3722.02-0.1811.494.6634.68189.44-0.72-104.03-107.680.5746.15235.29-0.1-105.26-111.630.17-99.3-98.42-0.72-104.03-107.68-9.44-47.7521.73
22Q3 (12)1710.00.01.119.91333.33-0.24-164.86-2300.02.7368.52313.6411.2-28.3422.022.065.056.783.46-57.44449.2117.8856.98959.620.39-69.29550.01.99.831287.524.1559.092908.1417.8856.98959.62-5.8937.731717.57
22Q2 (11)1710.00.01.0165.57134.880.373600.03800.01.62165.57116.015.6316.5564.8721.0018.243.868.13162.26674.2911.3943.4531.371.27202.381170.01.7364.76133.7815.1839.3968.6711.3943.4531.3720.8243.781857.14
22Q1 (10)1710.00.00.6122.090.620.01114.29-66.670.61-47.4190.6213.4125.0939.5417.76-10.08-15.023.1092.5582.357.94-15.2644.630.42147.06162.51.0522.0990.9110.890.9359.687.94-15.2644.6320.94338.78-242.85
21Q4 (9)1710.00.00.50655.56394.12-0.07-600.041.671.1675.76866.6710.7216.7817.2919.75-4.4-1.11.61155.56312.829.37550.48391.90.17183.33325.00.86637.5396.5510.791354.651812.79.37550.48391.96.81267.31-300.00
21Q3 (8)1710.00.0-0.09-120.93-350.0-0.010.0-116.670.66-12.0127.599.18-3.16-5.2620.662.181.970.63-40.0-63.37-2.08-123.99-1700.00.06-40.0-64.71-0.16-121.62-300.0-0.86-109.56-761.54-2.08-123.99-1700.0-2.25-43.28-66.67
21Q2 (7)1710.00.590.4334.37104.76-0.01-133.33-133.330.75134.38141.949.48-1.35-1.4620.22-3.25-6.351.05-38.24-69.38.6757.92117.840.1-37.5-69.70.7434.55105.569.0031.9638.468.6757.92117.841.89161.31-4.17
21Q1 (6)1710.00.00.32288.24220.00.03125.0133.330.32166.67220.09.615.1440.9120.904.66-10.681.70335.9286.815.49271.0385.470.16300.0366.670.55289.66223.536.821182.5479.05.49271.0385.47-0.27-230.88-87.50
20Q4 (5)1710.00.0-0.17-750.0-162.96-0.12-300.029.410.12-58.62-93.559.14-5.683.0419.97-1.43-10.850.39-77.33-76.22-3.21-2569.23-140.480.04-76.47-73.33-0.29-625.0-161.7-0.63-584.62-106.08-3.21-2569.23-140.48--0.00
20Q3 (4)1710.590.0-0.02-109.520.00.06100.00.00.29-6.450.09.690.730.020.26-6.160.01.72-49.710.00.13-96.730.00.17-48.480.0-0.04-111.110.00.13-98.00.00.13-96.730.0--0.00
20Q2 (3)170-0.580.00.21110.00.00.03133.330.00.31210.00.09.6241.060.021.59-7.740.03.42475.820.03.9834.460.00.33650.00.00.36111.760.06.5070.60.03.9834.460.0--0.00
20Q1 (2)1710.00.00.10-62.960.0-0.0947.060.00.10-94.620.06.82-23.110.023.404.460.0-0.91-155.490.02.96-62.670.0-0.06-140.00.00.17-63.830.03.81-63.260.02.96-62.670.0--0.00
19Q4 (1)1710.00.00.270.00.0-0.170.00.01.860.00.08.870.00.022.400.00.01.640.00.07.930.00.00.150.00.00.470.00.010.370.00.07.930.00.0--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)
2024/103.12-6.7-3.3228.16-18.899.41N/A-
2024/93.3413.59-12.5625.04-20.489.621.98-
2024/82.94-11.692.6421.7-21.588.472.25-
2024/73.3351.88-0.2618.75-24.388.152.34-
2024/62.2-16.17-48.7415.42-28.147.512.39-
2024/52.62-2.93-39.0713.22-23.08.492.12-
2024/42.7-14.9-20.1510.6-17.648.632.08-
2024/33.1715.03-28.27.91-16.747.912.19-
2024/22.7639.3510.014.73-6.789.541.82-
2024/11.98-58.8-23.141.98-23.149.141.9-
2023/124.8103.4137.3241.89-19.9510.391.82-
2023/112.36-26.87-56.1237.08-24.059.412.01電機事業群、光電製造業及智動化事業群本月交貨較去年同期減少變動比超過50%。
2023/103.23-15.62-0.7834.72-20.089.921.91-
2023/93.8333.36-18.0531.5-21.6410.041.32-
2023/82.87-14.2-15.4227.67-22.1110.51.26-
2023/73.34-21.937.4624.8-22.8111.931.11-
2023/64.28-0.37-17.1421.46-26.0611.960.94-
2023/54.327.2-14.1717.17-27.9912.10.93-
2023/43.38-23.47-37.8712.88-31.6710.31.09-
2023/34.4276.276.279.5-29.159.51.28-
2023/22.51-2.64-47.555.08-45.088.581.42-
2023/12.57-26.38-42.432.57-42.4311.451.06-
2022/123.5-35.0-9.3452.3234.0912.131.05-
2022/115.3865.3545.0448.8338.8613.30.96-
2022/103.25-30.311.5143.4538.1311.311.13-
2022/94.6737.6449.140.242.2811.171.13-
2022/83.399.014.8835.5341.4311.671.08-
2022/73.11-39.8111.9632.1346.8313.290.95-
2022/65.173.287.1529.0251.915.620.71係智動化事業群及發電機事業群之客戶擴廠致需求增加,使得本月較去年同期增加50%以上。
2022/55.01-7.9244.5523.8545.9414.610.76-
2022/45.4430.964.7118.8446.3214.370.77主係智動化事業群及發電機事業群之客戶擴廠致需求增加,使得本月較去年同期增加50%以上。
2022/34.16-13.010.8313.439.9813.40.88-
2022/24.786.84106.849.2558.7313.110.9增加達50%以上係因機電及智動化事業群出貨增加所致
2022/14.4715.9427.144.4727.1412.040.98-
2021/123.863.982.0239.0210.0310.771.1-
2021/113.7115.739.1235.1610.9910.041.18-
2021/103.22.3437.3231.4511.219.571.23-
2021/93.13-3.17-14.6728.258.869.140.96-
2021/83.2316.379.3625.1212.748.771.0-
2021/72.780.59-6.621.8813.269.010.97-
2021/62.76-20.282.8619.1116.889.531.0-
2021/53.474.915.0816.3419.6310.520.9-
2021/43.3-11.9-12.4912.8820.929.361.01-
2021/33.7562.3443.739.5839.279.580.81-
2021/22.31-34.3218.655.8336.549.610.81-
2021/13.52-6.9551.553.5251.5510.70.72本月增加達51%係因光電及機電產品出貨增加所致
2020/123.7811.211.9335.46-5.039.510.75-
2020/113.445.6355.8731.68-5.89.40.76本月營收較去年本月營收增加,係為機電產品出貨增加所致。
2020/102.33-36.4-18.7128.28-10.078.960.8-
2020/93.6724.1121.2825.95-9.29.60.68-
2020/82.96-0.61-28.3222.28-12.828.620.76-
2020/72.9810.79-15.2519.32-9.838.670.75-
2020/62.69-10.8130.2916.35-8.779.470.75-
2020/53.01-20.236.6313.66-13.849.390.76-
2020/43.7744.6914.8110.65-18.288.330.86-
2020/32.6134.01-30.786.88-29.456.880.91-
2020/21.95-16.11-30.514.27-28.617.980.78-
2020/12.32-37.42-26.942.32-26.948.210.76-
2019/123.7170.0627.5837.34-5.390.0N/A-
2019/112.18-24.05-27.233.63-8.010.0N/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)1710.03.1016.10.22-43.5942.2-19.6222.9611.243.39-32.7413.2245.761.43-46.046.39-2.595.3216.16
2022 (9)1710.02.67130.170.39052.534.6520.641.385.04300.09.0763.422.65440.826.56153.284.58130.15
2021 (8)1710.01.16866.67-0.06038.9910.5520.36-3.741.26-5.265.55545.350.494.262.59208.331.99895.0
2020 (7)1710.00.12-93.55-0.10035.27-5.6221.152.921.3349.440.86-91.10.4742.420.84-80.780.2-93.71
2019 (6)1710.01.8612.73-0.50037.37-5.3720.553.950.89-76.79.6620.450.33-78.154.3716.843.1812.77
2018 (5)1710.01.65385.290.34-64.2139.49-1.5219.77-2.513.82-29.268.02395.061.51-30.413.74233.932.82377.97
2017 (4)1710.00.34-64.210.9561.0240.1-0.8920.28-1.745.40-4.931.62-65.752.17-5.651.12-61.380.59-63.58
2016 (3)1710.00.95-55.810.59-26.2540.46-12.120.645.095.68-3.894.73-46.372.3-15.442.9-42.461.62-56.1
2015 (2)171-3.392.1512.570.80-38.4646.03-10.8319.64-0.865.91-23.258.8215.92.72-31.665.04-1.953.698.85
2014 (1)177-4.841.91306.381.30176.651.62-8.9819.8107.7007.6103.98131.45.14185.563.39289.66

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