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)2870.350.70.48-5.88-42.860.4261.547.691.5246.1585.3717.1111.478.2930.255.365.958.5625.5110.037.82-17.51-44.731.4639.0518.71.38-4.17-42.269.59-15.95-39.347.82-17.51-44.7316.65-4.83143.27
24Q2 (19)2860.00.70.51-3.77142.860.26225.0236.841.0496.235300.015.3521.8339.6728.713.820.386.8279.47356.399.48-19.04108.351.05118.75462.071.44-5.26140.011.41-18.6248.379.48-19.04108.358.50124.7873.93
24Q1 (18)2860.350.350.53253.33330.430.08-77.14136.360.53-44.79330.4312.6-4.8335.6327.66-7.3729.013.80-42.6159.7511.71260.31246.930.48-45.45181.361.52261.9326.8714.02531.53310.8311.71260.31246.93-10.5285.59-43.70
23Q4 (17)2850.00.710.15-82.14193.750.35-10.263400.00.9617.07100.013.24-16.22.6429.864.5934.816.62-14.911571.113.25-77.03188.320.88-28.461566.670.42-82.43195.452.22-85.96154.553.25-77.03188.3213.79108.93147.50
23Q3 (16)2850.350.710.84300.040.00.39305.26533.330.824200.028.1215.843.776.4728.5519.7127.07.78392.48804.6514.15210.9910.721.23524.14846.152.39298.3340.5915.81105.5912.2914.15210.9910.7231.04245.65159.45
23Q2 (15)284-0.350.350.21191.390.91-0.1913.64-90.0-0.0291.3-166.6710.9918.3-25.1923.8511.2415.55-2.6658.18-1577.784.55157.0952.68-0.2950.85-1066.670.6189.5593.557.69215.6483.14.55157.0952.68-4.8473.78-1143.18
23Q1 (14)2850.711.06-0.23-43.75-187.5-0.22-2300.0-46.67-0.23-147.92-187.59.29-27.98-10.9321.44-3.21-10.78-6.36-1313.33-100.63-7.97-116.58-553.28-0.59-883.33-78.79-0.67-52.27-204.55-6.65-63.39-463.56-7.97-116.58-553.28-20.52-85.21-1094.44
22Q4 (13)2830.00.35-0.16-126.67-300.00.01111.11114.290.48-25.0-80.1712.9-13.077.0522.15-1.47-11.04-0.45-152.33-197.83-3.68-128.79-951.43-0.06-146.15-200.0-0.44-125.88-300.0-4.07-128.91-428.23-3.68-128.79-951.43-6.03159.3960.55
22Q3 (12)2830.00.350.60445.45566.67-0.0910.047.060.642033.33-73.9814.841.0240.6622.488.91-19.910.86377.78-28.9312.78328.86247.280.13333.330.01.7448.39608.3314.08235.2472.7612.78328.86247.2820.93341.4821.66
22Q2 (11)2830.350.350.11237.5-96.07-0.1033.3392.060.03137.5-98.7314.6940.84109.8620.64-14.1110.610.18105.68100.542.98344.26-97.390.03109.09101.30.31240.91-96.084.20455.93-96.812.98344.26-97.3913.7068.75-40.48
22Q1 (10)2820.00.0-0.08-100.081.4-0.15-114.2968.75-0.08-103.3181.410.43-13.4469.3224.03-3.49-0.87-3.17-789.1383.52-1.22-248.5793.41-0.33-650.072.03-0.22-100.081.67-1.18-195.1692.77-1.22-248.5793.410.39-122.22-27.74
21Q4 (9)2820.00.0-0.04-144.4480.95-0.0758.8275.02.42-1.63248.4712.0514.2226.4424.90-11.2933.080.46-61.98104.2-0.35-109.5193.680.06-53.85105.77-0.11-145.8381.361.24-84.79114.37-0.35-109.5193.6832.47-120.6272.67
21Q3 (8)2820.00.00.09-96.79127.27-0.1786.5171.192.463.8273.2410.5550.716.1428.0750.4328.641.21103.66107.73.68-96.78144.550.13105.63108.330.24-96.97126.098.15-93.81203.953.68-96.78144.5532.17327.19-37.99
21Q2 (7)2820.00.362.80751.16766.67-1.26-162.5-137.742.37651.16317.437.013.64-7.7718.66-23.0219.16-33.03-71.76-74.21114.25717.57863.19-2.31-95.76-60.427.91759.17770.34131.64906.621010.37114.25717.57863.19-10.86323.20-116.97
21Q1 (6)2820.00.0-0.43-104.7636.76-0.48-71.4335.14-0.4373.6236.766.16-35.36-16.324.2429.56144.85-19.23-75.6233.18-18.50-233.9430.66-1.18-13.4644.34-1.2-103.3937.17-16.32-89.1137.06-18.50-233.9430.66-19.74-34.20-9.45
20Q4 (5)2820.00.0-0.2136.3672.73-0.2852.5452.54-1.63-14.79-15.69.53-4.12-21.5618.71-14.25-2.5-10.9530.344.2-5.5432.9366.91-1.0433.3325.18-0.5935.8772.94-8.63-10.0844.29-5.5432.9366.91--0.00
20Q3 (4)2820.360.0-0.3321.430.0-0.59-11.320.0-1.42-30.280.09.9430.960.021.8239.340.0-15.7217.090.0-8.2644.820.0-1.56-8.330.0-0.9222.030.0-7.8445.780.0-8.2644.820.0--0.00
20Q2 (3)281-0.350.0-0.4238.240.0-0.5328.380.0-1.09-60.290.07.593.120.015.6658.180.0-18.9634.120.0-14.9743.890.0-1.4432.080.0-1.1838.220.0-14.4644.230.0-14.9743.890.0--0.00
20Q1 (2)2820.00.0-0.6811.690.0-0.74-25.420.0-0.6851.770.07.36-39.420.09.90-48.410.0-28.78-151.790.0-26.68-59.380.0-2.12-52.520.0-1.9112.390.0-25.93-67.40.0-26.68-59.380.0--0.00
19Q4 (1)2820.00.0-0.770.00.0-0.590.00.0-1.410.00.012.150.00.019.190.00.0-11.430.00.0-16.740.00.0-1.390.00.0-2.180.00.0-15.490.00.0-16.740.00.0--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)
2024/115.878.9427.8256.3224.3617.01N/A-
2024/105.39-6.2516.9350.4523.9716.88N/A-
2024/95.750.1312.7345.0624.8717.110.53-
2024/85.742.01-1.4139.3126.8616.790.54-
2024/75.633.8515.2433.5733.416.760.54-
2024/65.42-5.2539.5127.9537.7815.350.52-
2024/55.7235.7454.2522.5337.3715.090.53今年5月營收大幅上升,因客戶新產品量產。
2024/44.21-18.3523.7616.8132.4412.340.64-
2024/35.1674.1435.3312.635.6212.60.66-
2024/22.96-33.7820.567.4435.8211.480.72-
2024/14.4710.6648.244.4748.2413.110.63-
2023/124.04-11.949.9549.33-6.6713.240.56-
2023/114.59-0.337.6845.29-7.9114.30.52-
2023/104.61-9.61-7.1140.7-9.3915.530.48-
2023/95.1-12.43-3.0736.09-9.6815.80.45-
2023/85.8219.2417.330.99-10.6814.590.49-
2023/74.8825.725.825.17-15.3512.470.57-
2023/63.884.75-30.920.28-19.2410.990.75-
2023/53.718.91-20.8116.4-15.8810.920.75-
2023/43.4-10.71-22.3812.69-14.329.670.85-
2023/33.8155.13-8.479.29-10.939.290.88-
2023/22.46-18.58-1.325.48-12.579.150.89-
2023/13.02-17.91-20.03.02-20.010.960.74-
2022/123.68-13.76-15.7752.8647.8412.90.66-
2022/114.26-14.045.9949.1856.6914.490.592021年因當時缺料,致使去年累計營收較今年減少。
2022/104.96-5.6835.6744.9264.1415.190.562021年因當時缺料,致使去年累計營收較今年減少。
2022/95.265.9753.3139.9668.5414.840.612021年因當時缺料,致使去年同期營收及累計大幅較今年減少。
2022/84.967.5519.8234.771.1115.20.62021年因當時缺料,致使去年累計營收較今年減少。
2022/74.61-17.8855.1229.7384.2914.920.61新機種持續出貨,致使今年同期營收及累計較去年大幅增加。
2022/65.6220.03160.9825.1290.8814.690.722022年6月新機種量產,致使今年同期營收及累計較去年大幅增加。
2022/54.686.76106.8519.577.1613.230.792021年5月因當時缺料,致使去年同期營收及累計大幅較今年減少。
2022/44.395.2769.7114.8269.4811.040.952021年4月因當時缺料,致使去年同期營收及累計大幅較今年減少。
2022/34.1767.2469.4410.4369.3810.431.072021年3月因當時缺料,致使去年同期營收及累計大幅較今年減少。
2022/22.49-33.9988.726.2669.3410.631.052021年2月因當時缺料,致使去年同期營收及累計大幅較今年減少。
2022/13.77-13.5858.593.7758.5912.160.912021年1月因當時缺料,致使去年同期營收大幅減少。
2021/124.378.5371.9735.753.8712.050.82去年12 月因當時缺料,致使去年同期營收大幅減少。
2021/114.0210.0219.1931.39-1.5411.110.89-
2021/103.666.581.0527.36-4.011.230.88-
2021/93.43-17.17-20.4423.71-4.7410.550.83-
2021/84.1439.2453.3720.28-1.449.270.942021年8月與去年同期差異達50%以上說明:配合客戶,調整市場出貨需求,故今年八月營收增加。
2021/72.9738.141.8116.13-9.737.391.18-
2021/62.15-4.86-19.3213.16-11.997.01.08-
2021/52.26-12.42.4211.01-10.397.311.04-
2021/42.585.1-4.818.74-13.216.361.19-
2021/32.4686.27-23.746.16-16.36.160.96-
2021/21.32-44.53-25.123.7-10.516.240.94-
2021/12.38-6.290.352.380.358.290.71-
2020/122.54-24.77-6.1134.42-47.779.530.52-
2020/113.38-6.72-32.0831.88-49.5611.310.44-
2020/103.62-16.09-19.2128.51-51.0510.630.472020年與去年差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/94.3159.68-1.8124.89-53.79.940.522020年與去年差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/82.7-7.56-29.2520.57-58.328.290.622020年與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/72.929.46-44.8117.87-60.757.80.662020年與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/62.6720.79-58.614.95-62.857.590.692020年6月與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/52.21-18.59-72.6212.28-63.668.150.641.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。3.去年5月營收大幅上升,主因客戶新產品於去年6月上市發表。
2020/42.71-15.79-56.810.07-60.857.70.682020年4月與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/33.2282.88-55.687.36-62.167.360.822020年3月與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/21.76-25.65-60.834.13-66.046.840.882020年2月與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2020/12.37-12.33-69.092.37-69.090.0N/A2020年1月與去年同期差異達50%以上說明:1.安控產品客戶出貨量下修。2.消費型數位相機出貨持續萎縮。
2019/122.7-45.57-55.665.91-13.670.0N/A2019年12月與去年同期差異達55.6%說明:1.今年安控產品客戶出貨量下修。2.今年消費型數位相機出貨持續萎縮。
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)2850.710.96104.260.33049.33-6.6826.5219.462.4804.9250.01.2203.0246.62.75103.7
2022 (9)2830.350.47-80.42-0.33052.8647.8622.20-9.39-0.4403.28-83.72-0.2302.06-77.661.35-80.26
2021 (8)2820.02.400-1.98035.753.8624.5043.7-9.27020.150-3.3109.2206.840
2020 (7)2820.0-1.630-2.15034.42-47.7817.0527.91-17.910-12.930-6.160-4.610-4.60
2019 (6)2820.0-1.410-1.66065.91-13.6713.3357.57-6.450-5.750-4.250-3.470-3.990
2018 (5)2820.36-1.640-2.40076.35-31.848.46-33.07-9.690-5.570-7.40-5.150-4.630
2017 (4)2811.080.77-44.20.190112.021.7812.64-11.360.58-24.681.84-53.540.65-23.532.28-53.942.18-43.52
2016 (3)278-31.71.38-18.34-0.080110.06-42.8414.2619.230.77-75.633.96-12.20.85-86.044.95-51.93.86-44.62
2015 (2)407-12.281.69412.120.97506.25192.54-20.3711.9635.913.16618.184.51535.216.09474.5310.29378.66.97349.68
2014 (1)4643.340.33-69.160.16-86.78241.8-9.488.8000.4400.7101.06-71.732.15-58.091.55-67.98

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