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)3571.711.71-0.22-100.0-633.33-0.11-10.071.79-0.29-314.2927.518.35-25.59126.264.89-37.23-6.86-11.27-190.4653.68-13.85-179.8-35.39-2.07-115.62-5.08-0.78-95.0-609.09-13.34-234.34-59.19-13.85-179.8-35.3912.39-210.0027.15
24Q2 (19)3510.00.0-0.11-320.052.17-0.1064.2950.0-0.07-240.081.0824.6650.37211.367.799.72335.35-3.8836.8188.76-4.95-1000.086.63-0.964.9564.84-0.4-350.051.22-3.99-503.0388.85-4.95-1000.086.6341.36-105.77-64.52
24Q1 (18)3510.00.00.05108.47135.71-0.28-193.33-133.330.05105.05135.7116.432.3649.367.106554.55467.88-6.1472.7672.60.55101.13102.38-1.0163.858.940.16107.73133.330.99102.06104.340.55101.13102.3842.56-879.10-8.21
23Q4 (17)3510.02.93-0.59-1866.67-40.480.30176.92400.0-0.99-147.5-120.012.3952.77-13.78-0.11-102.1-102.85-22.547.36-27.63-48.75-376.54-64.7-2.79-41.62-9.84-2.07-1781.82-45.77-47.96-472.32-65.04-48.75-376.54-64.727.59-889.8640.96
23Q3 (16)3510.00.0-0.0386.96-50.0-0.39-95.0-200.0-0.40-8.11-900.08.112.4-50.525.25258.61-52.27-24.3329.5-206.42-10.2372.37-65.0-1.9727.84-51.54-0.1186.59-57.14-8.3876.59-51.26-10.2372.37-65.0-12.7411.33-80.84
23Q2 (15)3510.00.0-0.23-64.29-666.67-0.20-66.670-0.37-164.29-1750.07.92-27.87-58.23-3.31-71.5-124.34-34.51-53.99-3777.53-37.02-59.98-1629.91-2.73-10.98-1505.88-0.82-70.83-645.45-35.80-56.81-2302.68-37.02-59.98-1629.91-25.731.19-183.34
23Q1 (14)3512.9312.5-0.1466.67-800.0-0.12-300.058.62-0.1468.89-800.010.98-23.59-37.58-1.93-150.0-119.15-22.41-26.9-686.32-23.1421.82-1223.3-2.463.15-392.0-0.4866.2-900.0-22.8321.44-756.03-23.1421.82-1223.3-17.95-966.66-76.92
22Q4 (13)341-2.8519.23-0.42-2000.0-16.670.06146.15130.0-0.45-1025.0-600.014.37-12.32-36.473.86-64.9124.12-17.66-122.42-85.31-29.60-377.42-155.61-2.54-95.38-18.14-1.42-1928.57-39.22-29.06-424.55-167.59-29.60-377.42-155.61-12.94-983.3473.08
22Q3 (12)3510.022.73-0.0233.3392.0-0.130-85.71-0.04-100.0-109.0916.39-13.55-9.9511.00-19.1247.45-7.94-792.13-21.97-6.20-189.7217.77-1.3-664.71-10.17-0.0736.3690.14-5.54-271.8138.17-6.20-189.7217.77-2.88-108.3450.00
22Q2 (11)35112.522.73-0.03-250.085.710.00100.00-0.02-200.0-102.918.967.79-5.9113.6034.9266.87-0.8968.7779.11-2.14-203.8868.01-0.1766.080.23-0.11-283.3381.97-1.49-142.8279.36-2.14-203.8868.01-7.22-72.2227.50
22Q1 (10)3129.099.090.02105.56-97.78-0.29-45.0-136.250.02-77.78-97.7817.59-22.24-21.8610.08224.12-22.7-2.8570.09-120.22.06117.79-82.2-0.576.74-115.720.06105.88-97.683.48132.04-72.942.06117.79-82.21.0330.78-115.36
21Q4 (9)2860.016.26-0.36-44.0-500.0-0.20-185.71-100.00.09-79.55104.1522.6224.29-13.23.11-58.31-67.37-9.53-46.39-557.24-11.58-53.58-12966.67-2.15-82.2-465.79-1.02-43.66-580.0-10.86-21.21-1545.45-11.58-53.58-12966.677.30-31.52-92.86
21Q3 (8)2860.00.0-0.25-19.05-189.29-0.070-150.00.44-36.23119.7318.2-9.68-36.617.46-8.47-55.52-6.51-52.82-191.69-7.54-12.71-213.55-1.18-37.21-157.84-0.71-16.39-187.65-8.96-24.1-209.94-7.54-12.71-213.55-10.08-71.19-50.00
21Q2 (7)2860.038.83-0.21-123.33-23.53-0.00-100.0-100.00.69-23.33123.6320.15-10.481.778.15-37.5-34.96-4.26-130.19-107.8-6.69-157.82-0.3-0.86-127.04-109.76-0.61-123.55-74.29-7.22-156.14-3.44-6.69-157.82-0.3-12.05738.34400.00
21Q1 (6)28616.2638.830.901600.0132.730.80900.0179.210.90141.47132.7322.51-13.627.2913.0436.838.1314.111073.1180.3111.5712755.56139.023.18936.84186.182.591826.67145.6812.862048.48146.8111.5712755.56139.02-11.43739.28364.28
20Q4 (5)246-13.9919.42-0.06-121.4381.25-0.10-171.43-158.82-2.172.69-393.2426.06-9.2324.049.53-43.17-14.14-1.45-120.428.810.09-98.64101.15-0.38-118.63-15.15-0.15-118.5277.27-0.66-108.191.260.09-98.64101.15--0.00
20Q3 (4)28638.830.00.28264.710.00.14-22.220.0-2.2323.630.028.7145.00.016.7733.840.07.10446.340.06.64199.550.02.04597.560.00.81331.430.08.15216.760.06.64199.550.0--0.00
20Q2 (3)2060.00.0-0.1793.820.00.18117.820.0-2.92-6.180.019.8-5.620.012.533.90.0-2.0588.330.0-6.6777.50.0-0.4188.890.0-0.3593.830.0-6.9874.590.0-6.6777.50.0--0.00
20Q1 (2)2060.00.0-2.75-759.380.0-1.01-694.120.0-2.75-471.620.020.98-0.140.012.068.650.0-17.57-1005.030.0-29.65-279.640.0-3.69-1018.180.0-5.67-759.090.0-27.47-263.840.0-29.65-279.640.0--0.00
19Q4 (1)2060.00.0-0.320.00.00.170.00.00.740.00.021.010.00.011.100.00.0-1.590.00.0-7.810.00.0-0.330.00.0-0.660.00.0-7.550.00.0-7.810.00.0--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)
2024/103.36-42.9820.862.82110.6815.07N/A係因子公司太陽能導電漿產品銷量增加所致。
2024/95.891.1580.559.46119.9318.340.72主要係因子公司太陽能導電漿產品銷量增加所致。
2024/85.82-12.15166.6953.57125.3420.940.63主要係因子公司太陽能導電漿產品銷量增加所致。
2024/76.63-21.98148.9247.75121.1522.930.57主要係因子公司太陽能導電漿產品銷量增加所致。
2024/68.498.73276.5941.12117.2524.690.68主要係因子公司太陽能導電漿產品銷量增加所致。
2024/57.81-6.85235.9832.6395.6922.260.75主要係因子公司太陽能導電漿產品銷量增加所致。
2024/48.3938.49145.9824.8272.9619.470.86主要係因子公司太陽能導電漿產品銷量增加所致。
2024/36.0620.4953.8516.4350.216.431.03主要係因子公司太陽能導電漿產品銷量增加所致
2024/25.03-6.0240.8310.3748.1516.781.01-
2024/15.35-16.5455.755.3555.7515.061.12主要係因子公司太陽能導電漿產品銷量增加所致。
2023/126.4194.3165.4539.52-41.2812.491.07主要係因子公司太陽能導電漿產品銷量增加所致。
2023/113.318.65-38.2933.11-47.799.341.43-
2023/102.78-14.8-46.2529.82-48.678.221.62-
2023/93.2649.45-39.2327.04-48.918.111.18-
2023/82.18-18.0-56.8523.77-50.07.11.35係因子公司產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/72.6618.02-55.4621.59-49.187.241.33係因子公司產業競爭激烈、新產品尚在測試中及中美關係使政策不穩定所致
2023/62.26-2.99-69.118.93-48.167.991.14係因子公司產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大,使下游廠商觀望態度濃所致。
2023/52.33-31.8-59.316.67-42.929.670.94係因子公司產業競爭激烈、中美關係使政策不穩定及原物料供應鏈報價變動較大,使下游廠商觀望態度濃所致。
2023/43.41-13.37-42.3314.35-38.9410.910.83-
2023/33.9410.29-30.8610.94-37.810.940.98-
2023/23.573.92-38.477.0-41.1210.880.98-
2023/13.43-11.34-43.643.43-43.6412.650.85-
2022/123.87-27.52-49.3767.31-19.3714.390.79-
2022/115.343.34-23.7163.44-16.3415.890.71-
2022/105.17-3.68-35.0758.09-15.5915.60.72-
2022/95.376.123.9152.92-13.0516.410.65-
2022/85.06-15.36-17.5147.55-14.6218.340.59-
2022/75.98-18.12-13.6542.49-14.2618.990.57-
2022/67.327.798.6236.52-14.3618.930.67-
2022/55.71-3.37-10.3829.21-18.6617.320.73-
2022/45.913.85-16.2623.5-20.4517.410.73-
2022/35.69-1.84-23.6317.59-21.7717.590.79-
2022/25.8-4.79-8.6311.89-20.8419.540.71-
2022/16.09-20.36-29.786.09-29.7820.750.67-
2021/127.659.2-14.2183.49-12.5822.620.59-
2021/117.01-12.04-17.675.84-12.4220.140.66-
2021/107.9754.16-7.9968.83-11.8519.270.69-
2021/95.17-15.76-59.2960.86-12.3318.220.72因子公司客戶於109年09月單月需求較高,而110年09月則無此情形。
2021/86.13-11.39-22.7655.7-1.8319.780.67-
2021/76.922.99-14.4949.561.5720.020.66-
2021/66.725.42-15.7642.644.7720.160.79-
2021/56.38-9.717.0635.929.7720.890.76-
2021/47.06-5.2822.0229.5410.3820.870.76-
2021/37.4617.420.6922.487.1722.480.66-
2021/26.35-26.82-0.2315.0310.723.950.62-
2021/18.68-2.7120.368.6820.3626.10.57-
2020/128.924.8811.7295.5112.7826.080.73-
2020/118.5-1.7728.1386.5912.8929.860.64-
2020/108.66-31.836.378.0911.4529.290.65-
2020/912.759.8570.3469.438.9728.730.6客戶需求增加
2020/87.94-1.936.9356.740.8424.020.72-
2020/78.11.4727.3248.8-3.322.030.78-
2020/67.9833.9814.6240.7-7.7219.720.74-
2020/55.962.9-24.6232.72-11.919.150.76-
2020/45.79-21.83-15.2926.76-8.4719.560.74-
2020/37.416.32-13.420.98-6.3920.980.82-
2020/26.36-11.729.013.57-2.0621.560.79-
2020/17.21-9.69-19.247.21-19.2421.830.78-
2019/127.9820.2816.0384.69-9.70.0N/A-
2019/116.644.4816.276.7-11.730.0N/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)3512.93-0.990-0.41039.4-41.46-0.160-25.280-31.330-9.960-11.960-3.480
2022 (9)34119.23-0.450-0.37067.31-19.379.9625.28-6.700-7.890-4.510-4.750-1.550
2021 (8)28616.260.0900.52083.48-12.637.95-38.28-1.230-3.280-1.020-2.6500.250
2020 (7)24619.42-2.170-0.78095.5512.8212.8810.75-2.540-5.870-2.430-4.980-5.350
2019 (6)206-39.230.620-0.03084.69-9.711.630-0.6500.360-0.5501.0601.520
2018 (5)3390.0-4.2102.01093.79-25.62-1.5100.170-23.0600.160-21.320-14.290
2017 (4)3390.59-7.780-6.410126.09-27.792.72-79.19-17.980-21.840-22.680-26.170-26.390
2016 (3)3378.710.10900.0-0.120174.61-7.0713.07-14.187.21-30.814.29-26.6712.58-35.7813.35-21.330.33725.0
2015 (2)3102.310.010.00.750187.941.8815.2337.2110.42157.285.8515.3819.59264.816.9785.260.0433.33
2014 (1)3033.770.010-1.050132.4460.3611.1004.0505.0705.37175.389.1600.030

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