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)1741.751.75-0.19-11.76-72.73-0.0366.6776.92-0.75-33.93-74.424.4539.94-0.2215.95-2.74-1.18-2.2557.55-36.36-7.4220.9-70.18-0.141.18-42.86-0.33-10.0-73.68-8.2818.18-696.15-7.4220.9-70.1893.2221.7568.82
24Q2 (19)1710.01.79-0.1755.260.0-0.0970.97-350.0-0.56-47.37-75.03.18146.512.5816.402727.59-16.16-5.3088.7-53.62-9.3881.57-4.34-0.1772.13-54.55-0.354.55-7.14-10.1282.069.88-9.3881.57-4.3471.75-54.0459.65
24Q1 (18)1710.01.79-0.38-163.33-153.33-0.3148.33-520.0-0.38-311.11-153.331.29-3.01-21.820.58103.15-98.0-46.9224.32-530.65-50.90-165.42-221.95-0.6125.61-408.33-0.66-164.08-153.85-56.40-159.9-215.08-50.90-165.42-221.95-36.60241.06-156.61
23Q4 (17)1710.01.790.60645.45361.54-0.60-361.54-150.00.18141.86-72.731.33-70.18-35.44-18.42-214.13-185.0-62.00-3657.58-197.2277.811884.63636.84-0.82-1071.43-90.71.03642.11368.1894.169153.85877.7877.811884.63636.84-13.16340.37-455.77
23Q3 (16)1711.795.56-0.1135.29-147.83-0.13-550.0-181.25-0.43-34.37-178.184.4643.8710.1216.14-17.48-33.28-1.6552.17-124.19-4.3651.5-146.73-0.0736.36-125.0-0.1932.14-150.0-1.0490.74-110.81-4.3651.5-146.7365.8810.98-245.00
23Q2 (15)1680.00.0-0.17-13.33-173.91-0.0260.0-109.52-0.32-113.33-203.233.187.88-45.7119.56-32.46-8.21-3.4553.63-145.22-8.9943.14-231.05-0.118.33-125.0-0.28-7.69-171.79-11.2337.26-239.68-8.9943.14-231.0533.99-114.3669.59
23Q1 (14)1680.03.7-0.15-215.38-287.5-0.0579.17-162.5-0.15-122.73-287.51.65-19.9-20.6728.9633.64-17.07-7.4464.33-242.26-15.81-249.72-371.18-0.1272.09-209.09-0.26-218.18-316.67-17.90-285.88-535.52-15.81-249.72-371.18-34.52-129.43-85.41
22Q4 (13)1683.76.330.13-43.48-40.91-0.24-250.035.140.6620.088.572.06-49.145.121.67-10.42140.78-20.86-405.878.9910.5613.18-39.97-0.43-253.574.440.22-42.11-35.299.630.1-64.210.5613.18-39.97-39.11-21.74-136.91
22Q3 (12)162-3.573.850.230.0-14.810.16-23.81-36.00.5577.42323.084.05-29.07-36.6224.1913.5138.556.82-10.62-21.619.3336.0141.790.28-36.36-50.00.38-2.56-9.529.6219.6513.189.3336.0141.7972.7393.7569.34
22Q2 (11)1683.77.690.23187.500.21162.590.910.31287.5321.435.71174.5296.2221.31-38.97-7.557.6345.8979.536.8617.673018.180.44300.0266.670.39225.03800.08.0495.62532.266.8617.673018.1890.3261.93142.06
22Q1 (10)1622.533.850.08-63.64157.140.08121.62260.00.08-77.14157.142.086.12-3.734.92288.0105.655.23122.82150.635.83-66.86156.770.11124.44150.00.12-64.71154.554.11-84.72125.215.83-66.86156.77-31.61-41.08-63.19
21Q4 (9)1581.281.280.22-18.52320.0-0.37-248.0-68.180.35169.23775.01.96-69.33-3.459.00-48.45520.69-22.92-363.4524.3817.59167.33331.45-0.45-180.3626.230.34-19.05326.6726.90216.47243.1617.59167.33331.4525.13-9.26-60.37
21Q3 (8)1560.00.00.270-22.860.25127.27225.00.13192.86-7.146.39119.592.7317.46-24.25108.18.70104.71876.796.582890.91-24.970.56366.67900.00.424100.0-23.648.50556.99-36.426.582890.91-24.9777.1650.00223.63
21Q2 (7)1560.00.00.00100.0-100.00.11320.01000.0-0.140.033.332.9134.727.3823.0535.75-6.644.25141.145.720.22102.14-31.250.12154.559.090.01104.550.0-1.8688.59-151.810.22102.14-31.2520.5630.00198.63
21Q1 (6)1560.00.0-0.14-40.036.36-0.0577.2737.5-0.14-450.036.362.166.444.9716.981071.032.41-10.3365.9247.51-10.27-35.1354.6-0.2263.9324.14-0.22-46.6735.29-16.3013.2550.99-10.27-35.1354.6-30.48-84.2833.63
20Q4 (5)1560.00.0-0.10-128.57-162.5-0.22-10.081.030.04-71.43-77.782.03-67.36-28.271.45-82.72108.75-30.31-2606.2530.55-7.60-186.66-184.92-0.61-771.4350.81-0.15-127.27-160.0-18.79-240.54-151.68-7.60-186.66-184.92--0.00
20Q3 (4)1560.00.00.353400.00.0-0.20-2100.00.00.14166.670.06.22129.520.08.39-66.020.0-1.12-127.860.08.772640.620.0-0.07-163.640.00.555400.00.013.37272.420.08.772640.620.0--0.00
20Q2 (3)1560.00.00.01104.550.00.01112.50.0-0.214.550.02.7181.880.024.6948.910.04.02120.430.00.32101.410.00.11137.930.00.01102.940.03.59110.790.00.32101.410.0--0.00
20Q1 (2)1560.00.0-0.22-237.50.0-0.0893.10.0-0.22-222.220.01.49-47.350.016.58200.00.0-19.6854.90.0-22.62-352.740.0-0.2976.610.0-0.34-236.00.0-33.26-191.470.0-22.62-352.740.0--0.00
19Q4 (1)1560.00.00.160.00.0-1.160.00.00.180.00.02.830.00.0-16.580.00.0-43.640.00.08.950.00.0-1.240.00.00.250.00.036.360.00.08.950.00.0--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)
2024/100.9371.91104.789.841.923.05N/A主係因燈飾營收較去年同期增加
2024/90.54-65.648.918.91-3.164.451.2-
2024/81.58-32.298.488.37-3.855.231.02-
2024/72.3376.61-6.836.79-6.324.911.09-
2024/61.324.27-15.844.46-6.053.182.27-
2024/51.27113.9390.893.14-1.232.33.13主係因燈飾營收較去年同期增加
2024/40.5931.96-38.861.88-25.471.335.43-
2024/30.4555.58-35.041.29-17.131.295.01-
2024/20.29-47.63-39.070.84-2.81.235.24-
2024/10.5540.6341.20.5541.21.434.52-
2023/120.39-19.15-38.4910.53-24.261.334.17-
2023/110.486.34-25.1310.14-23.581.443.86-
2023/100.45-8.56-41.489.66-23.52.412.3-
2023/90.5-65.77-25.59.2-22.324.451.37-
2023/81.45-41.8639.678.71-22.135.521.1-
2023/72.559.546.627.25-28.474.731.29-
2023/61.57136.51-46.114.75-39.043.22.67-
2023/50.66-31.48-66.923.18-34.832.323.68主係因燈飾營收較去年同期減少
2023/40.9740.221.282.52-12.492.134.0-
2023/30.6945.9220.341.55-25.431.555.07-
2023/20.4721.37-22.580.86-42.831.55.25-
2023/10.39-38.74-56.60.39-56.61.674.71光電元件因一月出貨天日減少致營收較去年同期減少。
2022/120.64-1.592.3313.913.662.062.99-
2022/110.65-16.88-3.613.273.732.092.94-
2022/100.7816.3916.2112.634.132.492.47-
2022/90.67-35.83-73.011.853.434.051.42主係因本期燈飾收入較去年同期減少
2022/81.04-55.61-43.911.1824.496.30.91-
2022/72.35-19.3714.1710.1442.317.260.79-
2022/62.9145.16105.67.7953.715.711.13主係因本期聖誕燈飾較去年同期大幅成長
2022/52.0151.29153.554.8833.623.381.91主係本期聖誕燈飾較去年同期大幅成長
2022/40.839.1113.252.880.521.983.25-
2022/30.57-6.12-27.722.08-3.622.083.35-
2022/20.61-31.975.421.5110.362.133.27-
2022/10.944.4613.990.913.992.193.18-
2021/120.62-7.31-34.7713.427.741.962.37-
2021/110.670.218.912.7911.263.811.22-
2021/100.67-72.96-3.3112.1211.395.00.93-
2021/92.4733.33174.9711.4512.396.380.66主要係本期光電部門收入較去年同期成長所致
2021/81.86-9.66-21.668.98-3.345.330.79-
2021/72.0545.18-24.467.122.924.260.99-
2021/61.4279.015.925.0720.642.912.3-
2021/50.7912.24-1.213.6527.52.292.92-
2021/40.7-11.2116.772.8638.632.083.22-
2021/30.7936.9244.672.1647.642.162.13-
2021/20.58-26.4443.81.3749.422.321.99-
2021/10.79-17.3353.840.7953.842.361.96主要係本期光電元件及燈飾營收較去年同期成長
2020/120.9554.74-45.5512.45-46.012.261.92-
2020/110.62-11.02-0.4411.5-46.052.211.97-
2020/100.69-23.119.7210.88-50.453.961.1主係本年度機上盒收入較去年大幅減少
2020/90.9-62.01-2.4610.19-52.355.990.77主係本年度機上盒收入較去年大幅減少
2020/82.37-12.88-2.919.29-54.66.420.72主係本年度機上盒收入較去年大幅減少
2020/72.72103.58-10.86.92-61.64.860.95主係本年度機上盒收入較去年大幅減少
2020/61.3466.94-41.754.2-71.942.743.01主係本年機上盒收入較去年大幅減少
2020/50.832.69-68.282.87-77.41.954.22主係本年機上盒收入較去年大幅減少
2020/40.69.99-80.682.07-79.661.555.3主係本期機上盒收入較去年同期減少
2020/30.5536.09-75.881.46-79.211.464.17主係去年同期機上盒收入較本期大幅減少所致
2020/20.4-21.31-80.580.91-80.82.662.29主係去年同期之機上盒收入較本期減少所致
2020/10.51-70.74-80.960.51-80.962.882.12主係本期之機上盒收入較去年同期大幅減少
2019/121.75182.94-34.2523.07-11.940.0N/A-
2019/110.626.99-61.5321.32-9.410.0N/A主係本期之機上盒收入,較去年同期減少
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)1711.790.18-72.31-0.80010.53-24.314.79-38.99-10.7002.86-64.12-1.1300.56-50.440.3-72.97
2022 (9)1686.330.6585.710.21013.913.6524.2439.632.815520.07.9794.870.393800.01.1371.211.11101.82
2021 (8)1581.280.35775.0-0.06013.427.7917.3647.240.0504.09701.960.0100.661220.00.55816.67
2020 (7)1560.00.04-77.78-0.49012.45-45.7511.7949.62-6.9700.51-57.5-0.8700.05-95.50.06-78.57
2019 (6)1560.00.18800.0-0.99022.95-12.647.88-1.75-3.8801.20823.08-0.8901.11428.570.28600.0
2018 (5)1560.00.02100.0-0.50026.2721.458.02-15.93-2.6700.131200.0-0.700.21-56.250.04100.0
2017 (4)1560.00.01-75.0-0.68021.635.729.54-30.62-3.3500.01-97.96-0.7200.4865.520.02-66.67
2016 (3)1567.590.040-0.10020.4674.2813.756.750.2600.4900.0500.2900.060
2015 (2)1455.07-0.550-0.34011.74-7.7812.885.49-6.470-7.480-0.760-0.950-0.790
2014 (1)1380.73-0.870-0.51012.73-5.4212.210-6.300-9.770-0.80-1.120-1.20

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