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)3760.530.53-0.25-192.59-525.0-0.28-227.27-180.0-0.23-1250.020.6913.710.07-8.6-0.87-177.68-116.54-7.95-27.2-253.33-7.02-205.25-1200.0-1.09-26.74-220.59-0.94-194.0-487.5-7.12-42.97-836.84-7.02-205.25-1200.00.597.70-28.15
24Q2 (19)3740.00.00.27208.000.22170.97833.330.02108.0108.3313.71.11-4.931.12-50.66-77.82-6.25-23.76-136.746.67186.295963.64-0.86-26.47-126.321.0208.79900.0-4.98-49.55-200.06.67186.295963.64-3.0457.84-5.42
24Q1 (18)3740.00.0-0.25-92.310.0-0.31-181.82-19.23-0.2540.480.013.55-7.197.632.27-52.81640.48-5.05-69.4641.55-7.73-124.065.73-0.68-58.1437.61-0.92-87.761.08-3.334.5859.98-7.73-124.065.73-4.93-158.66-95.91
23Q4 (17)3740.00.27-0.13-225.0-533.33-0.11-10.0-83.33-0.42-44.83-175.014.6-2.6718.034.81-8.56507.63-2.98-32.4469.4-3.45-538.89-1929.41-0.43-26.4764.17-0.49-206.25-508.33-3.49-359.2149.27-3.45-538.89-1929.410.71-112.50-121.67
23Q3 (16)3740.00.0-0.04050.0-0.10-233.3347.37-0.29-20.83-155.7715.04.0910.465.264.16122.88-2.2514.7760.94-0.54-590.9179.85-0.3410.5356.41-0.16-1700.050.0-0.7654.2274.41-0.54-590.9179.859.2850.00-72.44
23Q2 (15)3740.00.540.00100.0-100.0-0.0388.46-115.79-0.244.0-139.3414.4114.46-12.615.051302.38-61.77-2.6469.44-154.210.11101.34-98.12-0.3865.14-147.50.01101.08-98.92-1.6680.05-126.560.11101.34-98.128.12-416.67-122.44
23Q1 (14)3740.270.54-0.25-933.33-169.44-0.26-333.33-186.67-0.25-144.64-169.4412.591.78-28.55-0.4264.41-102.59-8.6411.29-197.19-8.20-4723.53-201.49-1.099.17-169.43-0.93-875.0-169.4-8.32-20.93-181.57-8.20-4723.53-201.49-3.56-397.92-132.45
22Q4 (13)373-0.270.270.03137.5-96.05-0.0668.42-108.450.567.69-76.1712.37-8.91-37.11-1.18-150.0-106.05-9.74-69.1-180.1-0.1793.66-101.12-1.2-53.85-150.210.12137.5-95.74-6.88-131.65-153.09-0.1793.66-101.12-13.282.75-65.79
22Q3 (12)3740.540.54-0.08-132.0-110.13-0.19-200.0-137.250.52-14.75-67.313.58-17.65-34.112.36-82.13-88.77-5.76-218.28-143.64-2.68-145.73-117.48-0.78-197.5-128.68-0.32-134.41-110.85-2.97-147.52-116.33-2.68-145.73-117.48-12.03-81.28-118.34
22Q2 (11)3720.00.00.25-30.56-50.980.19-36.67-59.570.6169.44-23.7516.49-6.41-17.313.21-18.41-35.44.87-45.22-60.65.86-27.48-42.270.8-49.04-67.480.93-30.6-50.796.25-38.73-51.635.86-27.48-42.27-8.41-41.59-47.21
22Q1 (10)3720.00.00.36-52.6324.140.30-57.7525.00.36-84.6824.1417.62-10.422.9816.19-17.0610.668.89-26.8915.68.08-46.9121.321.57-34.3118.941.34-52.4824.0710.20-21.317.658.08-46.9121.32-7.49-28.21-9.27
21Q4 (9)3720.0-0.270.76-3.8642.860.7139.22888.892.3547.8634.0919.67-4.5629.1519.52-7.09209.3512.16-7.881035.3815.22-0.72543.732.39-12.131295.02.82-4.41632.0812.96-28.75614.2915.22-0.72543.73-0.6025.5523.86
21Q3 (8)3720.0-0.530.7954.98000.00.518.511120.01.5998.75630.020.613.3650.9921.012.74177.5413.206.81550.5515.3351.0310120.02.7210.572366.672.9556.0814850.018.1940.794686.8415.3351.0310120.09.9565.3852.17
21Q2 (7)3720.0-0.530.5175.86464.290.4795.83393.750.80175.86375.8619.9416.5454.8120.4539.78385.7512.3660.73355.3710.1552.4338.262.4686.36496.771.8975.0450.012.9249.02400.4710.1552.4338.2614.44191.50231.25
21Q1 (6)372-0.27-0.530.29307.14293.330.24366.67233.330.29165.91293.3317.1112.3433.4614.63131.85313.287.69691.54242.946.66294.17247.021.32760.0291.31.08303.77296.368.67444.05292.676.66294.17247.0211.96-496.43143.34
20Q4 (5)373-0.27-0.27-0.14-1300.051.72-0.09-80.068.97-0.44-46.6770.0715.2311.5821.166.31-16.641334.09-1.30-42.8686.13-3.43-2386.6761.93-0.2-66.6783.05-0.53-2550.051.38-2.52-763.1673.16-3.43-2386.6761.93--0.00
20Q3 (4)3740.00.0-0.0192.860.0-0.0568.750.0-0.30-3.450.013.655.980.07.5779.810.0-0.9181.20.00.15103.520.0-0.1280.650.0-0.0296.30.00.38108.840.00.15103.520.0--0.00
20Q2 (3)3740.00.0-0.146.670.0-0.1611.110.0-0.29-93.330.012.880.470.04.2118.930.0-4.8410.040.0-4.265.960.0-0.6210.140.0-0.541.820.0-4.304.440.0-4.265.960.0--0.00
20Q1 (2)3740.00.0-0.1548.280.0-0.1837.930.0-0.1589.80.012.821.990.03.54704.550.0-5.3842.580.0-4.5349.720.0-0.6941.530.0-0.5549.540.0-4.5052.080.0-4.5349.720.0--0.00
19Q4 (1)3740.00.0-0.290.00.0-0.290.00.0-1.470.00.012.570.00.00.440.00.0-9.370.00.0-9.010.00.0-1.180.00.0-1.090.00.0-9.390.00.0-9.010.00.0--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)
2024/104.25-3.45-15.9445.21-3.9113.3N/A-
2024/94.4-5.39-10.6440.96-2.4713.710.2-
2024/84.65-0.14-10.7336.56-1.3813.830.2-
2024/74.663.1-4.1531.910.1413.760.2-
2024/64.52-1.28-4.4927.250.9113.70.19-
2024/54.58-0.58-8.3322.732.0713.850.19-
2024/44.6-1.26-1.6318.155.0713.570.2-
2024/34.668.52-1.1413.557.5713.550.2-
2024/24.3-6.314.148.8812.7913.780.2-
2024/14.59-6.2122.314.5922.3114.130.2-
2023/124.895.075.9756.6-5.7714.60.2-
2023/114.65-7.9218.6551.71-6.7414.640.2-
2023/105.062.6231.9447.06-8.6815.190.19-
2023/94.93-5.4818.9242.0-11.9415.00.23-
2023/85.217.2115.037.07-14.8814.810.23-
2023/74.862.73-0.9531.86-18.3514.590.24-
2023/64.73-5.25-3.927.0-20.8514.410.28-
2023/54.996.68-12.8422.27-23.7114.390.28-
2023/44.68-0.76-19.8117.28-26.3613.530.29-
2023/34.7214.33-26.6212.59-28.5312.590.37-
2023/24.1310.02-20.717.88-29.6312.490.38-
2023/13.75-18.74-37.383.75-37.3812.290.38-
2022/124.6217.64-27.2160.07-22.3212.370.43-
2022/113.922.38-41.3455.45-21.8811.90.45-
2022/103.83-7.49-42.351.53-19.8612.510.42-
2022/94.14-8.6-36.0747.7-17.2713.580.48-
2022/84.53-7.66-36.5243.56-14.8914.360.45-
2022/74.91-0.32-29.7939.02-11.3915.560.42-
2022/64.92-14.06-28.3934.12-7.9216.490.43-
2022/55.73-1.84-12.529.19-3.2518.00.39-
2022/45.84-9.19-10.4123.46-0.6917.470.4-
2022/36.4323.540.017.623.0117.620.4-
2022/25.2-13.115.5611.194.8217.530.4-
2022/15.99-5.534.175.994.1719.020.37-
2021/126.34-5.1918.8477.3341.6919.670.35-
2021/116.690.7133.5570.9944.1719.810.35-
2021/106.642.4936.0464.345.3720.260.34-
2021/96.48-9.2440.9857.6646.5320.610.26-
2021/87.142.1155.2751.1847.2621.010.25需求暢旺
2021/76.991.6756.844.0446.0420.420.26需求暢旺
2021/66.884.9968.237.0544.1819.940.24需求暢旺
2021/56.550.4949.7730.1739.6319.50.24-
2021/46.521.3747.4723.6237.0617.880.26-
2021/36.4330.4135.3417.1133.4717.110.22-
2021/24.93-14.2611.9210.6832.3716.010.24-
2021/15.757.7656.955.7556.9516.090.24台灣半導體產業受惠後疫情時代經濟活動的逐漸恢復,推升相關電子產品需求。
2020/125.346.5226.5754.5815.6415.230.22-
2020/115.012.5924.4949.2414.5614.490.23-
2020/104.886.2112.844.2313.5414.080.24-
2020/94.6-0.047.7539.3513.6313.650.3-
2020/84.63.125.1334.7514.4613.150.32-
2020/74.469.062.1930.1616.0312.920.32-
2020/64.09-6.511.8425.718.8212.880.33-
2020/54.37-1.035.4121.6122.6913.540.31-
2020/44.42-6.9624.1417.2428.0213.570.31-
2020/34.757.8436.2212.8229.4112.820.28-
2020/24.420.2355.428.0725.7112.280.29主要係訂單回穩
2020/13.66-13.092.223.662.2211.90.3-
2019/124.224.7717.2347.19-9.980.0N/A-
2019/114.02-7.04-0.7442.98-11.990.0N/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)3740.27-0.420-0.50056.6-5.783.83-55.82-3.960-2.830-2.240-1.910-1.560
2022 (9)3730.270.55-76.290.23-88.1460.07-22.328.67-54.540.64-94.433.34-72.280.38-95.731.57-84.852.07-76.32
2021 (8)372-0.272.3201.94077.3341.6819.07247.9911.50012.0508.89010.3608.740
2020 (7)373-0.27-0.440-0.48054.5815.665.480-3.000-2.990-1.640-1.460-1.640
2019 (6)3740.0-1.470-1.55047.19-9.99-1.350-12.280-11.700-5.80-5.490-5.520
2018 (5)3740.0-0.550-0.66052.43-13.544.57-58.38-5.250-3.730-2.750-2.320-2.070
2017 (4)3740.00.35-43.550.16-60.060.647.8610.98-6.792.11-3.652.32-43.551.284.072.0-3.381.31-43.78
2016 (3)3740.00.6200.40056.222.0311.7841.422.1904.1101.2302.0702.330
2015 (2)3740.0-0.210-0.30055.1-7.188.33-33.2-1.080-1.560-0.60-0.250-0.790
2014 (1)3740.00.50-47.920.41-50.059.36-1.8512.4703.6603.1502.17-41.822.48-41.651.87-48.2

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