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)609.090.0-0.37-428.57-76.19-0.306.25-20.0-1.01-57.81-129.551.0315.73164.110.7616.2157.73-20.3122.4861.96-23.77-164.1145.02-0.218.70.0-0.22-450.0-69.23-23.77-163.8251.08-23.77-164.1145.0230.81-170.4322.93
24Q2 (19)550.0-8.33-0.0787.7236.36-0.3239.62-88.24-0.64-12.28-178.260.8945.9161.769.26229.8755.89-26.2063.4510.37-9.0087.455.88-0.2347.73-130.0-0.0487.542.86-9.0187.3956.68-9.0087.455.88125.4541.0821.63
24Q1 (18)55-5.17-8.33-0.57-5.56-375.0-0.533.64-253.33-0.5743.0-375.00.61205.0144.0-7.1386.2-569.08-71.6946.15-56.56-71.4362.41-105.73-0.44-62.96-300.0-0.32-3.23-357.14-71.4341.21-90.43-71.4362.41-105.7378.14-81.35-58.18
23Q4 (17)58-3.33-3.33-0.54-157.14-184.21-0.55-120.0-150.0-1.00-127.27-170.270.2-48.72-28.57-51.65-177.09-253.28-133.13-149.35-125.99-190.01-339.53-267.95-0.27-28.57-58.82-0.31-138.46-158.33-121.49-150.03-114.95-190.01-339.53-267.95-17.00-124.02-83.53
23Q3 (16)600.00.0-0.21-90.91-162.5-0.25-47.06-47.06-0.44-91.3-144.440.3914.71-33.9-18.64-413.8-314.22-53.39-82.65-114.68-43.23-111.91-203.37-0.21-110.0-40.0-0.13-85.71-160.0-48.59-133.61-191.13-43.23-111.91-203.3725.36-41.29-30.20
23Q2 (15)600.00.0-0.118.33-22.22-0.17-13.33-41.67-0.23-91.67-130.00.3436.0-42.375.94290.79-69.16-29.2336.17-369.18-20.4041.24-270.24-0.19.09-150.0-0.070.0-40.0-20.8044.55-560.32-20.4041.24-270.2412.6422.599.25
23Q1 (14)600.00.0-0.1236.84-1100.0-0.1531.82-200.0-0.1267.57-1100.00.25-10.71-60.941.52110.4-94.43-45.7922.27-1017.64-34.7232.77-680.6-0.1135.29-466.67-0.0741.670-37.5133.63-473.23-34.7232.77-680.6-31.62-50.331.21
22Q4 (13)600.00.0-0.19-137.5-2000.0-0.22-29.41-1000.0-0.37-105.56-428.570.28-52.54-62.67-14.62-224.89-141.28-58.91-136.87-545.95-51.64-262.39-654.08-0.17-13.33-270.0-0.12-140.00-56.52-238.65-482.41-51.64-262.39-654.08-26.27-63.20-35.54
22Q3 (12)600.00.0-0.0811.110-0.17-41.67-466.67-0.18-80.0-157.140.590.0-43.81-4.50-123.36-119.41-24.87-299.2-459.91-14.25-158.62-353.11-0.15-275.0-314.29-0.050.00-16.69-429.84-295.66-14.25-158.62-353.11-3.90-394.44-90.84
22Q2 (11)600.00.0-0.09-800.0-125.0-0.12-140.0-140.0-0.10-900.0-25.00.59-7.81-39.819.26-29.4-20.22-6.23-224.85-220.5-5.51-192.14-263.02-0.04-233.33-180.0-0.050-150.0-3.15-131.34-151.39-5.51-192.14-263.02-11.24-500.00-145.00
22Q1 (10)600.00.0-0.01-200.075.0-0.05-150.00.0-0.0185.7175.00.64-14.67-34.6927.28-22.9832.684.99-62.2354.975.98-35.84184.760.03-70.00.000100.010.05-32.0120.885.98-35.84184.76-21.62-100.00-58.34
21Q4 (9)600.00.00.010-90.0-0.0233.3383.33-0.070.0-200.00.75-28.57-12.7935.4252.862.413.2191.1711108.339.3265.54-23.420.142.86000-100.014.7873.270.759.3265.54-23.42-10.7150.0036.66
21Q3 (8)600.0-36.840.00100.0-100.0-0.0340.062.5-0.0712.5-250.01.057.1422.0923.18-3.98-14.846.9133.6643.065.6366.57-34.610.0740.075.00100.0-100.08.5339.15-30.255.6366.57-34.613.5750.0020.00
21Q2 (7)600.0-36.84-0.040.00-0.050.037.5-0.08-100.0-166.670.980.02.0824.1417.4136.155.1760.56274.643.3860.95-26.20.0566.67400.0-0.020.006.1334.73-11.83.3860.95-26.26.97-70.0029.16
21Q1 (6)600.0-36.84-0.04-140.0-33.33-0.0558.3328.57-0.04-157.14-33.330.9813.95-11.7120.56-5.7342.783.222783.3302.10-82.742725.00.0300-0.02-133.3333.334.55-68.98269.922.10-82.742725.06.97380.004.16
20Q4 (5)60-36.84-36.840.10900.042.86-0.12-50.0-500.00.07450.0108.140.860.0-28.3321.81-19.88-14.94-0.12-102.48-101.2812.1741.3510.240-100.0-100.00.06500.00.014.6719.9511.912.1741.3510.24--0.00
20Q3 (4)950.00.00.0100.0-0.080.00.0-0.0233.330.00.86-10.420.027.2253.530.04.83250.00.08.6187.990.00.04300.00.00.0100.012.2375.970.08.6187.990.0--0.00
20Q2 (3)950.00.00.00100.00.0-0.08-14.290.0-0.030.00.00.96-13.510.017.7323.120.01.3800.04.585825.00.00.0100.00100.00.06.95465.040.04.585825.00.0--0.00
20Q1 (2)950.00.0-0.03-142.860.0-0.07-333.330.0-0.0396.510.01.11-7.50.014.40-43.840.00.00-100.00.0-0.08-100.720.00-100.00.0-0.03-150.00.01.23-90.620.0-0.08-100.720.0--0.00
19Q4 (1)950.00.00.070.00.00.030.00.0-0.860.00.01.20.00.025.640.00.09.400.00.011.040.00.00.110.00.00.060.00.013.110.00.011.040.00.0--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)
2024/100.379.02392.132.9175.681.09N/A本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/90.34-11.19187.362.53158.991.030.48本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/80.3823.39186.942.19155.080.960.52本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/70.3117.49124.591.81149.220.870.57本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/60.26-10.41161.361.5155.010.870.59本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/50.29-5.55129.051.23153.690.840.61本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/40.3135.9189.760.94162.570.690.74本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/30.2358.41118.220.63150.830.630.94本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/20.15-42.2141.720.4174.640.471.26本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2024/10.25247.95499.710.25499.710.381.54本期營業收入較去年同期明顯成長主要係因新增合併孫公司嵩達光電之營收
2023/120.0720.49-28.761.18-43.610.212.7-
2023/110.06-20.56-34.161.11-44.360.252.21-
2023/100.08-36.34-16.761.05-44.850.331.71-
2023/90.12-11.32-61.510.98-46.240.390.44客戶需求減緩影響營收
2023/80.13-3.4113.210.86-43.130.370.46-
2023/70.1436.72-13.630.73-47.910.370.46客戶需求減緩影響營收
2023/60.1-21.48-41.490.59-52.360.340.5客戶需求減緩影響營收
2023/50.1319.47-34.580.49-54.130.340.5客戶需求減緩致使營收下滑
2023/40.112.35-51.640.36-58.590.320.54客戶需求減緩致使營收下滑
2023/30.112.88-57.260.25-61.010.250.6客戶需求減緩致使營收下滑
2023/20.1144.54-38.030.14-63.360.250.61客戶需求減緩致使營收下滑
2023/10.04-58.67-81.670.04-81.670.230.64客戶需求減緩致使營收下滑
2022/120.111.36-61.592.1-44.20.280.53客戶需求減緩致使營收下滑
2022/110.090.43-64.382.0-42.890.490.31客戶需求減緩致使營收下滑
2022/100.09-70.56-61.421.91-41.190.520.29客戶需求減緩致使營收下滑
2022/90.31160.86-27.611.82-39.620.590.36-
2022/80.12-26.31-65.381.51-41.590.450.47客戶需求減緩致使營收下滑
2022/70.16-7.38-43.71.39-37.980.530.4-
2022/60.17-12.21-38.251.23-37.150.590.44-
2022/50.2-11.66-45.791.06-36.970.670.39-
2022/40.22-9.55-34.350.86-34.540.630.41-
2022/30.2549.17-30.570.64-34.610.640.41-
2022/20.17-27.67-41.260.39-36.910.660.4-
2022/10.23-13.39-33.330.23-33.330.750.35-
2021/120.263.27-2.213.76-0.770.750.36-
2021/110.268.79-11.613.5-0.660.910.3-
2021/100.23-44.77-21.883.250.311.00.27-
2021/90.4224.7535.063.012.581.050.24-
2021/80.3419.821.622.59-1.310.90.28-
2021/70.281.597.272.25-4.060.930.27-
2021/60.28-22.94-16.551.96-5.50.980.28-
2021/50.366.985.371.68-3.371.060.26-
2021/40.34-4.3318.921.32-5.540.980.29-
2021/30.3526.2-29.760.98-11.830.980.38-
2021/20.28-17.91-24.590.623.140.890.41-
2021/10.3427.0447.750.3447.750.90.41-
2020/120.27-6.65-27.813.79-12.090.860.36-
2020/110.29-3.84-31.733.52-10.60.90.34-
2020/100.3-4.5-26.13.24-8.060.90.35-
2020/90.3112.343.052.94-5.710.860.29-
2020/80.285.66-20.082.62-6.660.880.28-
2020/70.27-20.97-23.112.34-4.750.950.26-
2020/60.34-2.6911.632.08-1.750.970.25-
2020/50.3420.73-7.121.74-3.971.140.21-
2020/40.29-43.5-26.611.4-3.161.160.21-
2020/30.5135.4934.31.115.51.110.26-
2020/20.3760.8417.070.6-10.510.980.3-
2020/10.23-37.93-35.110.23-35.111.030.28-
2019/120.37-11.7224.14.32-2.820.0N/A-
2019/110.424.0816.483.94-4.770.0N/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)58-3.33-1.000-1.1201.18-43.81-12.970-58.490-59.980-0.690-0.60-0.580
2022 (9)600.0-0.370-0.5502.1-44.1510.52-58.25-15.100-10.660-0.320-0.210-0.220
2021 (8)600.0-0.070-0.1503.76-0.7925.2027.086.76376.064.86-16.780.25400.00.310.0-0.040
2020 (7)60-36.840.070-0.3703.79-12.0619.83-20.811.42-83.515.8400.05-86.490.3100.040
2019 (6)950.0-0.860-0.0504.31-2.9325.04-16.288.61-45.33-12.9500.37-47.14-0.420-0.820
2018 (5)950.00.0900.0504.44-13.9529.91-18.3715.7573.8412.0200.748.940.761166.670.090
2017 (4)957.95-0.810-0.6005.1615.1836.6412.959.06-26.22-3.5500.47-14.550.06-89.29-0.770
2016 (3)8817.33-0.080-0.1304.48-26.5632.44-17.5412.28-52.468.04-44.090.55-64.970.56-57.89-0.070
2015 (2)7517.190.0775.00.5006.173.339.34-4.0525.8322.1314.38-1.441.57112.161.3358.330.0566.67
2014 (1)6433.330.040-0.1003.52966.6741.00021.15014.5900.7400.8400.030

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