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)4210.00.03.391.516.492.826.4229.369.0060.4319.0556.322.1216.258.71-0.863.0226.78-2.444.8625.75-1.19-0.4615.08-0.421.8114.261.3516.4130.99-5.32-2.7625.75-1.19-0.4613.4724.3240.96
24Q2 (19)4210.00.03.3447.1438.022.6575.527.45.61147.1420.6555.1524.8324.8959.221.95-4.927.4534.69-0.1126.0617.929.2215.1468.0424.7114.0747.3338.2132.7318.596.4426.0617.929.226.3733.3026.67
24Q1 (18)4210.00.02.2719.471.791.51-22.16-27.752.27-75.981.7944.18-12.080.6858.0913.19-4.3920.38-0.97-24.6622.1034.590.739.01-12.86-24.099.5519.521.9227.6036.23-2.7522.1034.590.73-4.21-7.62-16.59
23Q4 (17)4210.00.01.90-34.71-7.321.94-11.012.119.4525.0-22.1650.253.67-17.2651.32-9.9512.3720.58-19.4218.4116.42-36.539.110.34-16.48-1.997.99-34.78-7.4220.26-36.439.8716.42-36.539.16.71-7.23-3.10
23Q3 (16)4210.00.242.9120.25-29.372.184.81-26.857.5662.58-25.0748.479.76-27.2356.99-8.488.5325.54-7.06-4.4925.878.42-2.3412.381.98-30.4912.2520.33-29.2331.873.64-5.925.878.42-2.345.2014.382.17
23Q2 (15)4210.00.242.428.52-38.732.08-0.48-9.174.65108.52-22.2444.160.64-10.5362.272.495.927.481.59-0.6923.868.75-30.1312.142.27-11.1310.188.64-38.7130.758.35-26.3623.868.75-30.13-13.558.654.76
23Q1 (14)4210.00.242.238.789.852.0910.029.012.23-81.639.8543.88-27.75-0.2360.7633.0422.3527.0555.6442.0721.9445.7812.5111.8712.5141.829.378.5710.1128.3853.924.3121.9445.7812.51-18.29-20.73-13.12
22Q4 (13)4210.240.242.05-50.2430.571.90-36.2461.0212.1420.3221.8960.73-8.8332.3145.67-13.03-1.7617.38-35.09.115.05-43.19-3.4610.55-40.7644.328.63-50.1431.1618.44-45.56-5.3415.05-43.19-3.4613.06-22.97-3.06
22Q3 (12)4200.00.04.124.3117.992.9830.1394.7710.0968.7320.2666.6134.9555.7852.51-10.74.7126.74-3.3632.1826.49-22.4337.7517.8130.38105.917.314.21118.2833.87-18.8942.9726.49-22.4337.7523.5949.4435.74
22Q2 (11)4200.00.03.9594.58243.482.2941.36151.655.98194.58-8.049.3612.2311.0558.8018.4126.4527.6745.33108.6734.1575.13198.2513.6663.2131.9216.6195.18245.3241.7682.92169.7734.1575.13198.254.0361.9439.33
22Q1 (10)4200.00.242.0329.3-62.131.6237.2951.42.03-79.62-62.1343.98-4.182.9349.666.820.8119.0419.52-8.5119.5025.08-63.118.3714.5-5.858.5129.33-62.1422.8317.2-63.7219.5025.08-63.111.586.197.21
21Q4 (9)4200.00.481.57-16.93-4.271.18-22.88-11.289.9618.7179.1445.97.349.8646.49-7.30.5415.93-21.26-13.5215.59-18.93-8.47.31-15.49-5.066.58-17.02-4.2219.48-17.77-9.4415.59-18.93-8.41.7723.7122.62
21Q3 (8)4200.00.241.8964.3535.971.5368.1317.698.3929.08114.0342.76-3.82.9150.157.854.020.2352.5618.5119.2367.9535.718.6546.8622.07.9364.8636.0223.6953.0431.8319.2367.9535.710.12-7.1026.59
21Q2 (7)4200.240.721.15-78.54-17.860.91-14.95-33.586.5021.27156.9244.454.0316.0946.50-5.6-4.4413.26-36.28-34.1311.45-78.34-26.415.89-33.75-23.614.81-78.6-17.6415.48-75.4-23.7111.45-78.34-26.413.1574.15-17.25
21Q1 (6)4190.240.725.36226.83374.341.07-19.559.185.36-3.6374.3442.732.2726.7649.266.53-4.8920.8112.9828.0652.86210.58266.838.8915.4562.2322.48227.22377.2862.92192.52249.3652.86210.58266.831.41122.41-8.62
20Q4 (5)418-0.240.971.6417.9912.331.332.3113.685.5641.8424.1141.780.55-6.746.24-4.113.6518.427.9114.9117.0220.1122.187.78.67.246.8717.8413.7421.5119.716.1417.0220.1122.18--0.00
20Q3 (4)4190.480.01.39-0.710.01.30-5.110.03.9254.940.041.558.510.048.22-0.90.017.07-15.20.014.17-8.930.07.09-8.040.05.83-0.170.017.97-11.430.014.17-8.930.0--0.00
20Q2 (3)4170.240.01.4023.890.01.3739.80.02.53123.890.038.2913.590.048.66-6.040.020.1323.880.015.567.980.07.7140.690.05.8423.990.020.2912.660.015.567.980.0--0.00
20Q1 (2)4160.480.01.13-22.60.00.98-16.240.01.13-74.780.033.71-24.720.051.7916.10.016.251.370.014.413.450.05.48-23.680.04.71-22.020.018.01-2.750.014.413.450.0--0.00
19Q4 (1)4140.00.01.460.00.01.170.00.04.480.00.044.780.00.044.610.00.016.030.00.013.930.00.07.180.00.06.040.00.018.520.00.013.930.00.0--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)
2024/1119.488.1531.85193.1514.1155.19N/A-
2024/1018.011.820.26173.6612.4156.43N/A-
2024/917.69-14.656.74155.6514.0156.320.89-
2024/820.7315.810.53137.9615.0156.280.89-
2024/717.91.3936.16117.2315.8556.960.88-
2024/617.65-17.558.3899.3312.8155.150.88-
2024/521.4133.1337.6681.6813.8255.720.87-
2024/416.08-11.7330.5360.267.2246.311.05-
2024/318.2251.839.5344.180.6844.181.08-
2024/212.0-14.02-13.9425.96-4.7243.461.09-
2024/113.96-20.244.9413.964.9446.241.03-
2023/1217.518.4419.36186.76-15.3650.250.93-
2023/1114.78-17.75-21.19169.26-17.8349.320.95-
2023/1017.978.4-34.22154.48-17.553.290.88-
2023/916.57-11.62-27.72136.52-14.6448.471.07-
2023/818.7542.65-18.87119.94-12.4648.191.08-
2023/713.15-19.28-36.06101.19-11.1544.991.15-
2023/616.294.71-14.8988.04-5.6744.161.19-
2023/515.5526.24-8.3671.76-3.2944.511.18-
2023/412.32-25.93-6.9856.2-1.7942.91.22-
2023/316.6419.29-11.2143.88-0.2243.881.16-
2023/213.944.8328.6927.257.9341.911.22-
2023/113.3-9.28-7.6713.3-7.6746.711.09-
2022/1214.66-21.79-22.76220.6725.4960.730.78-
2022/1118.75-31.3551.61206.0131.3369.00.69主要來自於電動車相關檢測設備銷售增長。
2022/1027.3219.1287.8187.2629.673.360.65主要來自於電動車相關檢測設備銷售增長。
2022/922.93-0.858.44159.9423.0866.610.72主要來自於電動車相關檢測設備銷售增長。
2022/823.1212.4263.0137.0118.6562.810.76主要來自於電動車相關檢測設備銷售增長。
2022/720.567.4345.76113.912.4456.670.84-
2022/619.1412.7419.4593.347.0549.360.96-
2022/516.9728.1422.874.24.2648.960.97-
2022/413.25-29.3-9.3457.23-0.242.821.11-
2022/318.7472.9126.9143.982.9143.980.98-
2022/210.84-24.791.4425.24-9.7444.230.97-
2022/114.41-24.11-16.6614.41-16.6645.760.94-
2021/1218.9853.5122.57175.8413.245.90.85-
2021/1112.37-14.97-10.1156.8612.1641.380.95-
2021/1014.540.516.03144.4914.643.20.91-
2021/914.472.059.41129.9414.4442.760.88-
2021/814.180.5314.51115.4715.144.310.85-
2021/714.11-11.95-11.51101.2915.1843.950.85-
2021/616.0215.917.6587.1921.144.450.74-
2021/513.82-5.45.771.1721.943.20.77-
2021/414.61-1.0226.0357.3426.5840.060.83-
2021/314.7638.223.8742.7326.7642.730.7-
2021/210.68-38.2117.5227.9743.4543.460.69-
2021/117.2911.6266.0917.2966.0946.530.64受惠於半導體產業資本支出需求仍舊強勁及電動車電池自動化化成設備交貨等貢獻,致茂電子1月份合併營收較去年同期成長66%。
2020/1215.4912.57-6.62155.3311.6641.780.72-
2020/1113.769.754.11139.8414.1439.520.77-
2020/1012.53-5.23-16.31126.0815.3538.140.79-
2020/913.236.816.51113.5520.3841.550.73-
2020/812.38-22.312.07100.3220.9141.940.72-
2020/715.9417.0750.487.9424.1442.630.71本月營收較去年同期大幅成長,係因客戶專案出貨所致。
2020/613.624.1216.4772.019.5238.290.86-
2020/513.0812.7925.3958.3820.2538.880.85-
2020/411.59-18.428.4145.318.8434.890.94-
2020/314.2156.3745.0333.7122.9133.710.88-
2020/29.09-12.6813.3919.510.6236.080.83-
2020/110.41-37.248.3110.418.310.0N/A-
2019/1216.5925.5232.21139.1-17.840.0N/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)4210.09.37-21.928.28-5.91186.76-15.3757.6011.9125.029.5421.93-7.3146.73-7.2651.66-19.839.79-22.07
2022 (9)4210.2412.0021.338.8088.03220.6725.4951.477.122.8430.5923.66-3.3550.3963.8764.4121.951.0622.18
2021 (8)4200.489.8979.494.68-5.84175.8413.248.06-1.0517.49-2.8924.4859.6930.759.9452.8474.4541.7979.82
2020 (7)4180.975.5124.664.9732.89155.3311.6748.572.6618.0121.6115.3312.8927.9735.8430.2929.523.2425.35
2019 (6)4141.224.42-27.33.74-30.87139.1-17.8447.317.414.81-17.4913.58-9.7120.59-32.2723.39-29.2918.54-27.18
2018 (5)4092.516.08-1.625.41-8.15169.3113.6244.05-7.1517.95-12.115.04-12.0530.4-0.133.085.9625.46-0.47
2017 (4)3995.06.1846.15.8946.52149.0128.1947.441.5820.4217.917.1017.230.4351.1731.2252.8925.5848.72
2016 (3)3800.84.2336.454.0274.03116.2419.9346.707.2117.3237.5714.5918.4320.1365.020.4237.6917.239.05
2015 (2)3770.533.10-6.342.31-4.1596.92-5.9743.5610.9512.596.2412.32-1.9912.2-0.0814.83-2.6912.37-6.15
2014 (1)3750.03.313.442.416.17103.071.3439.26011.85012.57012.214.5415.247.5513.189.38

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