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)487-34.54-35.071.461012.51316.67-0.2420.0-14.290.78400.0-14.292.13326.0162.9633.66-60.42-12.71-58.3360.3452.34327.37225.85411.75-1.24-67.57-25.257.09685.95887.78329.01445.85408.21327.37225.85411.75186.53476.25-15.00
24Q2 (19)744-0.8-0.8-0.16-60.0-113.91-0.30-50.028.57-0.26-160.0-125.240.547.0631.5885.05288.71181.62-147.0751.362.15-260.13-9.27-111.39-0.7428.8549.32-1.21-65.75-114.02-95.1360.04-103.88-260.13-9.27-111.3922.10-13.34-25.00
24Q1 (18)7500.00.0-0.1033.3316.67-0.200.0-5.26-0.10-113.1616.670.34-2.863.0321.88-50.5573.59-301.991.01-1.9-238.0630.815.18-1.042.8-6.12-0.7335.417.98-238.0631.815.18-238.0630.815.18-29.824.162.38
23Q4 (17)7500.00.0-0.15-25.0-7.14-0.204.769.090.76-16.4816.920.35-56.79-20.4544.2014.63501.45-305.08-149.29-21.67-344.03-227.62-44.33-1.07-8.083.6-1.13-25.56-9.71-349.07-227.0-46.44-344.03-227.62-44.3328.18-67.7227.38
23Q3 (16)7500.00.0-0.12-110.430.0-0.2150.04.550.91-11.6516.670.81113.16131.4338.5627.68464.81-122.3868.562.29-105.01-104.663.47-0.9932.1912.39-0.9-110.433.23-106.75-104.3662.86-105.01-104.663.4764.16473.95-35.52
23Q2 (15)7500.010.131.151058.3318.56-0.42-121.05-2.441.03958.333.00.3815.15-36.6730.20753.68633.01-388.53-31.1-57.122283.83913.71108.58-1.46-48.982.018.631069.6630.172449.70972.87106.542283.83913.71108.58-4.92536.31-53.70
23Q1 (14)7500.010.13-0.1214.29-500.0-0.1913.64-5.56-0.12-118.46-500.00.33-25.0-23.26-4.6258.04-118.4-296.37-18.19-39.98-280.67-17.75-1086.19-0.9811.71-7.69-0.8913.59-623.53-280.65-17.74-1085.77-280.67-17.75-1086.190.36-1.196.82
22Q4 (13)7500.010.13-0.14-16.67-27.27-0.220.0-29.410.65-16.67124.140.4425.71-35.29-11.01-4.16-131.85-250.7522.74-86.31-238.3717.07-102.13-1.111.77-20.65-1.03-10.75-43.06-238.3717.07-102.13-238.3717.07-102.13-7.98-64.5223.17
22Q3 (12)75010.1310.13-0.12-112.37-119.35-0.2246.34-175.00.78-22.095.00.35-41.67-52.05-10.57-356.55-127.52-324.54-31.24-154.66-287.45-126.25-150.1-1.1324.16-21.51-0.93-114.03-122.14-287.45-124.24-156.99-287.45-126.25-150.1-1.071510.48-40.72
22Q2 (11)6810.07.920.973133.33504.17-0.41-127.78-32.261.003233.33516.670.639.530.04.12-83.59-82.92-247.28-16.79-62.41094.923747.22532.89-1.49-63.74-63.746.633800.0542.01186.084066.07891.041094.923747.22532.891.391630.30-66.83
22Q1 (10)6810.07.920.03127.270-0.18-5.88-12.50.03-89.6600.43-36.76-15.6925.11-27.36-30.44-211.73-57.31-36.1528.46124.131364.89-0.911.09-13.750.17123.61028.47124.141394.0928.46124.131364.89-21.804.77-59.19
21Q4 (9)6810.07.92-0.11-117.7454.17-0.17-112.534.620.29-27.5161.70.68-6.8551.1134.57-10.065.64-134.59-5.6142.5-117.93-120.5564.54-0.921.0813.21-0.72-117.1452.0-117.93-123.3858.2-117.93-120.5564.547.41120.29-19.16
21Q3 (8)6817.927.920.62358.33588.89-0.0874.1976.470.40266.67266.670.7321.6792.1138.4159.25303.04-127.4416.3170.83573.74326.84274.41-0.93-2.244.314.2380.0611.86504.43436.42229.18573.74326.84274.4119.66179.16-9.78
21Q2 (7)6310.018.16-0.240-50.0-0.31-93.75-82.35-0.24038.460.617.6525.024.12-33.19-47.43-152.272.0811.01-252.93-11141.33-41.61-0.91-13.75-10.98-1.50-74.42-149.94-6715.4516.58-252.93-11141.33-41.6115.4950.00-27.64
21Q1 (6)6310.021.350.00100.0100.0-0.1638.4630.430.00100.0100.00.5113.3375.8636.1072.983.38-155.5133.5651.7-2.2599.3299.47-0.824.5313.980100.0100.0-2.2099.2299.37-2.2599.3299.4715.88-133.3431.00
20Q4 (5)6310.016.85-0.24-366.67-14.29-0.2623.53-23.81-0.47-95.83-11.90.4518.427.1420.87118.99-43.66-234.0546.42-4.68-332.53-317.0-23.06-1.0636.53-11.58-1.5-354.24-30.43-282.14-284.12-11.61-332.53-317.0-23.06--0.00
20Q3 (4)63118.160.00.09156.250.0-0.34-100.00.0-0.2438.460.00.38-20.830.09.53-79.230.0-436.82-155.290.0153.24185.80.0-1.67-103.660.00.59168.60.0153.24185.260.0153.24185.80.0--0.00
20Q2 (3)5342.690.0-0.1633.330.0-0.1726.090.0-0.39-62.50.00.4865.520.045.8831.390.0-171.1146.860.0-178.6157.990.0-0.8211.830.0-0.8629.510.0-179.7448.840.0-178.6157.990.0--0.00
20Q1 (2)520-3.70.0-0.24-14.290.0-0.23-9.520.0-0.2442.860.00.29-30.950.034.92-5.720.0-321.97-44.00.0-425.18-57.350.0-0.932.110.0-1.22-6.090.0-351.35-38.980.0-425.18-57.350.0--0.00
19Q4 (1)5400.00.0-0.210.00.0-0.210.00.0-0.420.00.00.420.00.037.040.00.0-223.590.00.0-270.220.00.0-0.950.00.0-1.150.00.0-252.800.00.0-270.220.00.0--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)
2024/112.0243.781584.396.4262.285.2N/A113年9月1日起新增合併個體聯暻半導體(山東)有限公司營收
2024/101.41-20.481010.464.38165.883.39N/A113年9月1日起新增合併個體聯暻半導體(山東)有限公司營收
2024/91.77715.91229.252.9795.52.130.27新增合併個體聯暻半導體(山東)有限公司營收
2024/80.2253.2711.371.222.380.541.08-
2024/70.14-20.3476.770.9925.10.481.21客戶需求增加
2024/60.1811.7648.570.8419.260.51.22-
2024/50.16-3.7213.780.6713.30.451.35-
2024/40.1729.7941.510.5113.160.381.62-
2024/30.1352.83-20.190.343.20.341.49-
2024/20.08-37.22-12.370.2224.780.321.59-
2024/10.1326.3570.040.1370.040.361.43去年一月工作天數減少
2023/120.1-12.64-49.091.872.730.351.76-
2023/110.12-5.24.031.779.340.780.79-
2023/100.13-76.423.251.659.750.860.72-
2023/90.54175.98503.611.5210.330.810.86本月營收增加主要來自一次性收入認列
2023/80.19143.2870.50.98-23.740.391.78部分客戶需求遞延至8月出貨
2023/70.08-33.05-45.10.79-32.90.342.06-
2023/60.12-14.4-46.210.71-31.170.382.16-
2023/50.1419.73-28.650.59-27.030.421.95-
2023/40.12-26.8-36.220.45-26.510.372.18-
2023/30.1667.81-26.20.33-22.350.332.53-
2023/20.0921.8226.10.17-18.440.382.22-
2023/10.08-62.17-42.980.08-42.980.42.1-
2022/120.2178.5374.931.82-27.740.442.27營收增加來自短期訂單
2022/110.12-5.92-43.481.62-32.770.333.09-
2022/100.1237.82-65.971.5-31.770.333.1由於下游PC廠商積壓過多庫存,下半年均在消化庫存,導致向本公司進貨大幅減少
2022/90.09-22.04-75.61.38-25.070.353.72由於下游PC廠商積壓過多庫存,下半年均在消化庫存,導致向本公司進貨大幅減少
2022/80.11-21.67-40.921.29-12.560.482.7-
2022/70.15-34.39-14.291.17-8.280.562.31-
2022/60.2213.53-12.381.03-7.360.62.18-
2022/50.27.037.030.81-5.870.592.2-
2022/40.18-15.312.520.61-9.370.472.76-
2022/30.22186.77-1.250.43-16.330.433.04-
2022/20.08-44.92-41.830.21-27.590.333.94-
2022/10.1416.06-16.310.14-16.310.462.83-
2021/120.12-42.32-35.092.5257.520.681.74大陸部分地區供電不穩需求減少
2021/110.2-43.3649.422.469.370.931.28客戶需求持續增加
2021/100.36-1.17171.562.271.490.921.3客戶需求持續增加
2021/90.3688.75205.931.8459.930.731.3客戶需求持續增加
2021/80.1913.6439.381.4743.040.621.54-
2021/70.17-32.9336.651.2843.610.611.57-
2021/60.2538.68192.451.1144.730.61.25客戶需求增加
2021/50.1812.5242.010.8625.910.561.33-
2021/40.16-25.68-38.450.6722.150.511.47-
2021/30.2268.9380.70.5177.770.511.45客戶需求增加
2021/20.13-20.7652.180.2975.650.471.56客戶需求增加
2021/10.16-9.98100.090.16100.090.481.54去年一月工作天數減少
2020/120.1832.79-1.761.6-28.20.451.62-
2020/110.142.9223.561.42-30.590.391.88-
2020/100.1311.333.041.28-33.690.391.87-
2020/90.12-14.0-31.391.15-36.310.381.99-
2020/80.1411.42-15.231.03-36.830.352.17-
2020/70.1243.51-48.150.89-39.240.342.24-
2020/60.09-32.65-60.240.77-37.50.481.426月仍受疫情影響,導致大尺吋玻璃觸控系統工程延至第三季完工,營收將逐漸成長
2020/50.13-51.23-37.080.68-32.580.511.32-
2020/40.26118.239.930.55-31.440.471.45-
2020/30.1242.27-65.290.29-53.30.292.43受疫情影響,4月起將陸續改善
2020/20.094.17-18.510.17-37.660.351.99-
2020/10.08-55.8-49.920.08-49.920.0N/A-
2019/120.1867.0370.882.23-0.050.0N/A客戶需求增加
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)7500.00.7618.75-1.0201.872.7530.281087.45-241.030298.5517.26-4.5106.1819.085.7117.98
2022 (9)75010.130.64120.69-1.0201.82-27.782.55-92.39-254.570254.61247.64-4.6405.19164.84.84144.44
2021 (8)6817.920.290-0.7202.5257.533.5118.91-140.97073.240-3.5501.9601.980
2020 (7)63116.85-0.470-1.0101.6-28.2528.18-27.69-279.310-187.360-4.470-2.570-2.990
2019 (6)540-2.88-0.420-0.7502.230.038.9796.03-159.490-100.780-3.560-2.170-2.250
2018 (5)556-0.71-0.320-0.8302.235.1919.88-59.25-174.490-78.540-3.890-1.590-1.750
2017 (4)5600.0-0.500-0.7202.1215.8548.78-17.13-142.140-130.930-3.010-2.270-2.780
2016 (3)560-8.79-0.340-0.8001.83-19.3858.8651.47-158.990-103.290-2.910-0.880-1.890
2015 (2)6140.00.020-0.7302.27-47.4538.8614.16-133.7504.520-3.0400.600.10
2014 (1)6140.0-0.190-0.5904.32-4.2134.040-66.190-27.130-2.860-1.150-1.170

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