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)24210.013.082.5915.6231.472.14336.73148.846.5766.7567.6128.5624.8935.9713.492.66-3.575.8848.4838.355.53-0.910.827.5685.2988.066.2627.2448.346.72-11.462.915.53-0.910.8224.0623.69526.70
24Q2 (19)2202.332.82.2431.7632.540.49716.67145.03.94131.76101.02102.9423.2423.1913.144.536.053.9683.3376.795.5813.4122.374.08126.67118.184.9234.7935.547.5919.3426.715.5813.4122.37-2.833.83311.12
24Q1 (18)2150.470.471.70-24.11553.850.06-94.44-73.911.70-72.4553.8583.53-28.917.1412.57-3.314.662.16-47.45129.794.9212.84564.861.8-62.66168.663.65-23.96551.796.366.53576.64.9212.84564.86-2.32-5.20-34.43
23Q4 (17)2140.00.02.2413.7130.991.0825.58-12.26.1657.14-9.54117.4824.2513.7813.00-7.083.834.11-3.291.734.36-12.6324.224.8219.915.594.813.7431.155.97-8.5826.754.36-12.6324.2218.7015.14177.79
23Q3 (16)2140.00.01.9716.57-28.10.86330.048.283.92100.0-23.1494.5513.15-14.4313.9912.9112.014.2589.7315.494.999.43-13.824.02114.97-0.994.2216.25-27.996.539.02-15.194.999.43-13.8215.16283.29158.48
23Q2 (15)2140.00.01.69550.0-8.150.20-13.04-55.561.96653.85-16.683.5617.184.412.393.16-0.962.24138.3-35.264.56516.22-21.921.87179.1-32.493.63548.21-7.635.99537.23-14.314.56516.22-21.92-6.88232.60-47.17
23Q1 (14)2140.00.00.26-84.8-50.00.23-81.3182.140.26-96.18-50.071.31-30.9318.4912.01-4.07-17.680.94-76.73313.640.74-78.92-70.520.67-83.93348.150.56-84.7-49.090.94-80.04-62.70.74-78.92-70.52-18.75-61.2015.38
22Q4 (13)2140.02.391.71-37.59-33.721.23112.07-43.846.8133.5326.11103.25-6.56-12.6112.520.241.464.049.78-34.843.51-39.38-30.364.172.71-43.033.66-37.54-32.14.71-38.83-25.03.51-39.38-30.3615.755.6670.48
22Q3 (12)2140.02.882.7448.9124.550.5828.89-55.735.10117.0279.58110.538.0630.5512.49-0.16-21.693.686.36-36.885.79-0.86-0.694.0646.57-17.655.8649.1127.957.7010.162.945.79-0.86-0.6935.53151.38144.80
22Q2 (11)2140.02.881.84253.85240.740.45260.71195.742.35351.92267.1980.0433.0-2.0212.51-14.2630.453.46886.36658.065.84132.67220.882.771125.93643.143.93257.27254.056.99177.38229.725.84132.67220.88-8.0387.0073.96
22Q1 (10)2142.392.880.52-79.84420.0-0.28-112.7924.320.52-90.37420.060.18-49.06-22.214.5918.2344.03-0.44-107.155.562.51-50.2263.77-0.27-103.6964.471.1-79.59423.812.52-59.87472.732.51-50.2263.77-4.73-31.29-22.80
21Q4 (9)2090.480.972.5817.27-7.532.1967.1864.665.4090.14-15.49118.1539.59-6.8712.34-22.633.876.206.3553.475.04-13.558.867.3248.4842.695.3917.69-6.756.28-16.043.635.04-13.558.8621.60162.34222.95
21Q3 (8)2080.00.482.20307.4115.791.31378.72-5.762.84343.75-21.1184.643.61-16.515.9566.3228.945.831040.3250.265.83220.3350.654.931066.6725.454.58312.6116.247.48252.8368.095.83220.3350.654.61373.71175.85
21Q2 (7)2080.00.480.54440.0-63.27-0.47-27.03-179.660.64540.0-62.1381.695.6126.759.59-5.33-38.25-0.6237.37-114.291.82163.77-60.78-0.5132.89-118.211.11428.57-63.372.12381.82-68.911.82163.77-60.78-16.71171.79-77.42
21Q1 (6)2080.480.480.10-96.42-56.52-0.37-127.82-117.650.10-98.44-56.5277.35-39.0349.4110.13-14.73-5.77-0.99-124.5-13.790.69-85.1-11.54-0.76-114.81-68.890.21-96.37-55.320.44-92.74-46.340.69-85.1-11.54-6.93-24.79-66.07
20Q4 (5)2070.01.472.7946.8421.831.33-4.3254.656.3977.5-48.92126.8725.1747.5111.88-3.963.944.044.1224.314.6319.64-14.735.1330.5383.215.7846.724.036.0636.18-3.194.6319.64-14.73--0.00
20Q3 (4)2070.00.01.9029.250.01.39135.590.03.60113.020.0101.3657.270.012.37-20.350.03.88-10.60.03.87-16.590.03.9340.360.03.9430.030.04.45-34.750.03.87-16.590.0--0.00
20Q2 (3)2070.00.01.47539.130.00.59447.060.01.69634.780.064.4524.490.015.5344.470.04.34598.850.04.64494.870.02.8722.220.03.03544.680.06.82731.710.04.64494.870.0--0.00
20Q1 (2)2071.470.00.23-89.960.0-0.17-119.770.00.23-98.160.051.77-39.810.010.75-5.950.0-0.87-126.770.00.78-85.640.0-0.45-116.070.00.47-89.910.00.82-86.90.00.78-85.640.0--0.00
19Q4 (1)2040.00.02.290.00.00.860.00.012.510.00.086.010.00.011.430.00.03.250.00.05.430.00.02.80.00.04.660.00.06.260.00.05.430.00.0--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)
2024/1041.16-9.51-9.33356.1920.68131.69N/A-
2024/945.490.991.02315.0326.14128.60.46-
2024/845.0418.2874.33269.5431.66115.770.51客戶需求出貨增加
2024/738.0816.5958.93224.525.5105.860.56客戶需求出貨增加
2024/632.66-7.0123.86186.4320.33102.910.5-
2024/535.12-0.0211.51153.7719.697.930.53-
2024/435.1326.9336.39118.6522.2383.470.62-
2024/327.6833.9210.6683.5117.1183.510.54
2024/220.67-41.246.7855.8420.687.260.51
2024/135.1711.9330.5335.1730.53107.280.42
2023/1231.42-22.763.63367.253.46117.510.33
2023/1140.68-10.3930.19335.833.44131.110.29
2023/1045.40.837.47295.150.6116.260.33
2023/945.0374.2810.49249.75-0.5594.820.56-
2023/825.837.83-30.48204.72-2.6976.160.7
2023/723.96-9.13-27.18178.883.2681.820.65
2023/626.37-16.28-13.08154.9310.483.620.45
2023/531.522.289.86128.5616.8782.260.46
2023/425.762.9821.8597.0619.3570.120.54-
2023/325.0129.2214.271.3118.4771.310.64-
2023/219.35-28.1733.0846.320.9176.620.6-
2023/126.94-11.1313.4626.9413.4688.510.52-
2022/1230.32-2.96-17.69354.95-1.89103.810.47-
2022/1131.25-26.03-30.07324.63-0.1114.240.43-
2022/1042.243.6615.45293.394.67120.150.41-
2022/940.759.6418.33251.143.05110.810.5-
2022/837.1612.9546.16210.390.53100.40.55-
2022/732.98.4632.73173.23-5.7791.910.61-
2022/630.335.8116.87140.33-11.7780.140.66-
2022/528.6735.634.45109.99-17.3671.70.73-
2022/421.14-3.48-25.3281.33-23.0257.580.91-
2022/321.950.58-12.2160.19-22.1860.190.9-
2022/214.54-38.76-26.7738.29-26.9375.130.72-
2022/123.75-35.53-27.0223.75-27.02105.270.51-
2021/1236.84-17.55-6.65361.815.01118.110.44-
2021/1144.6822.11-2.21324.976.52115.710.44-
2021/1036.596.25-12.63280.298.0696.450.53-
2021/934.4335.43-30.63243.712.0584.650.72-
2021/825.432.57-4.42209.2724.6876.170.8-
2021/724.79-4.49-0.56183.8430.1678.190.78-
2021/625.95-5.4317.69159.0636.7481.710.53-
2021/527.45-3.0326.67133.141.280.70.54-
2021/428.313.4536.82105.6645.5473.110.59-
2021/324.9525.61-5.0477.3549.0277.350.57-
2021/219.86-38.97179.6752.4104.4391.870.48主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2021/132.54-17.5375.632.5475.6117.70.37主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1239.46-13.6363.64344.52-5.44127.040.3主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1145.699.164.31305.06-10.34137.220.28主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1041.88-15.6321.14259.36-16.98118.120.32-
2020/949.6486.6139.8217.48-21.73101.170.41-
2020/826.66.71-25.74167.84-30.7473.580.57-
2020/724.9313.04-18.31141.24-31.6168.650.61-
2020/622.051.77-25.57116.31-33.9164.410.41-
2020/521.674.74-40.8994.26-35.668.630.39-
2020/420.69-21.26-38.4572.59-33.8454.060.49-
2020/326.27269.99-22.2851.91-31.851.910.42-
2020/27.1-61.68-45.8625.63-39.4149.750.43-
2020/118.53-23.15-36.5118.53-36.5170.450.31-
2019/1224.12-13.27-36.37364.132.510.0N/A-
2019/1127.81-19.55-41.38340.257.230.0N/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)2140.05.49-9.562.3619.19366.93.6512.920.473.102.313.86-15.7211.386.0618.85-8.013.2-9.28
2022 (9)2142.396.0724.391.98-25.56353.99-2.1712.866.373.03-0.334.5828.2910.73-2.3720.4929.5214.5528.99
2021 (8)2090.974.88-18.82.66-15.29361.835.0512.09-3.593.04-8.163.57-6.7910.99-3.6815.82-7.1111.28-14.67
2020 (7)2071.476.01-47.923.14-50.63344.45-5.3712.54-9.463.31-46.093.83-44.8911.41-48.9517.03-47.5413.22-48.14
2019 (6)2043.5511.5411.56.36-6.19363.982.5413.854.066.14-5.396.9519.6222.35-2.9532.4619.0825.4923.5
2018 (5)1973.1410.35-43.446.78-15.25354.9533.0413.31-23.816.49-32.685.81-57.2223.03-10.4627.26-35.9620.64-43.01
2017 (4)1914.3718.3078.198.0062.27266.7957.517.47-12.089.64-1.2313.5814.4125.7255.642.5772.3536.2280.11
2016 (3)183-0.5410.27207.494.9375.44169.3938.3919.871.539.7640.2311.87118.616.5393.7924.7203.8120.11213.73
2015 (2)184-0.543.34-50.152.81-39.44122.4-0.6219.57-18.96.96-40.415.43-47.698.53-40.728.13-47.856.41-48.47
2014 (1)1855.116.7014.734.645.69123.169.424.13011.68010.38014.3910.0215.5922.1812.4420.66

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