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)3180.00.0-0.87-200.0-478.26-0.88-100.0-833.33-1.51-135.94-894.742.74-71.9-82.27-58.31-38973.33-508.62-109.41-628.43-7204.55-100.90-915.09-5865.71-3.0-105.48-1350.0-2.76-196.77-472.97-107.52-962.45-2914.66-100.90-915.09-5865.71-36.36-91.43-40.00
24Q2 (19)3180.00.0-0.2917.14-293.33-0.4420.0-528.57-0.64-82.86-1500.09.75-0.81-35.430.15-85.0-98.29-15.02-5.18-570.54-9.9417.1-537.89-1.46-4.29-329.41-0.9316.22-293.75-10.12-30.75-513.06-9.9417.1-537.89-11.3716.91-102.50
24Q1 (18)3180.00.0-0.3516.67-84.21-0.55-225.0-61.76-0.35-52.17-84.219.83-21.92-34.61.00-91.99-78.77-14.280-54.21-11.9939.81-83.9-1.40-0.72-1.1115.91-79.03-7.7464.2-24.84-11.9939.81-83.9-20.22-132.9720.84
23Q4 (17)3180.00.0-0.42-282.61-940.00.44266.67528.57-0.23-221.05012.59-18.51-35.7712.49-12.473.310.00-100.0-100.0-19.92-1238.29-4138.30-100.0-100.0-1.32-278.38-980.0-21.62-665.97-3827.59-19.92-1238.29-4138.3-8.10-114.64269.05
23Q3 (16)3180.00.00.2353.33-8.00.12271.43166.670.19575.0480.015.452.32-17.214.2763.0981.091.54168.75134.921.75-22.91-28.860.24170.59129.270.7454.17-7.53.8255.9230.821.75-22.91-28.861.40116.14175.42
23Q2 (15)3180.00.00.15178.95600.0-0.0779.4150.0-0.0478.9586.6715.10.4710.78.7585.774.29-2.2475.8130.652.27134.82318.27-0.3475.5422.730.48177.42633.332.45139.52435.622.27134.82318.27-11.43-150.53-253.15
23Q1 (14)3180.00.0-0.19-480.029.63-0.34-585.7129.17-0.19029.6315.03-23.327.974.71-61.044381.82-9.26-1106.5211.73-6.52-1287.23-0.93-1.39-872.224.79-0.62-513.3327.91-6.20-1168.97-10.52-6.52-1287.23-0.93-9.14-280.00-223.41
22Q4 (13)3180.00.00.05-80.0114.290.07138.89112.960.00100.0100.019.65.0420.4712.0953.431214.130.92120.86109.48-0.47-119.1193.440.18121.95111.390.15-81.25113.510.58-80.14109.68-0.47-119.1193.4420.92426.6755.16
22Q3 (12)3180.00.00.25933.33327.27-0.18-28.5718.18-0.0583.3393.4218.6636.87.557.88-6.0887.62-4.41-36.53-2.082.46336.54209.33-0.82-86.36-9.330.8988.89335.292.92500.0235.192.46336.54209.3317.39511.1121.13
22Q2 (11)3180.00.0-0.0388.8993.02-0.1470.8361.11-0.30-11.1154.5513.64-2.01-9.798.397727.271964.44-3.2369.2165.45-1.0483.988.7-0.4469.8668.79-0.0989.5393.33-0.7386.9993.21-1.0483.988.7-8.2255.8840.97
22Q1 (10)3180.00.0-0.2722.86-17.39-0.4811.11-54.84-0.2775.68-17.3913.92-14.44-0.78-0.11-111.96-107.05-10.49-8.14-24.14-6.469.78-18.75-1.467.59-22.69-0.8622.52-17.81-5.616.3415.77-6.469.78-18.75-10.33-97.66-67.17
21Q4 (9)3180.00.0-0.35-218.187.89-0.54-145.45-58.82-1.11-46.05-131.2516.27-6.22-24.680.92-78.1-23.33-9.70-124.54-57.21-7.16-218.22-27.4-1.58-110.67-18.8-1.11-226.478.26-5.99-177.3111.13-7.16-218.22-27.44.27-71.88-53.28
21Q3 (8)3180.00.0-0.1174.428.33-0.2238.89-144.44-0.76-15.15-660.017.3514.75-26.264.201033.33-6.25-4.3253.8-282.3-2.2575.54-40.62-0.7546.81-177.78-0.3474.8110.53-2.1679.91-38.46-2.2575.54-40.6211.26-6.2711.38
21Q2 (7)3180.00.0-0.43-86.960-0.36-16.13-3700.0-0.66-186.96-3400.015.127.77-23.25-0.45-128.85-108.21-9.35-10.65-7292.31-9.20-69.12-5650.0-1.41-18.49-4800.0-1.35-84.93-13400.0-10.75-61.41-15257.14-9.20-69.12-5650.0-13.64-23.74-3.65
21Q1 (6)3180.00.0-0.2339.47-866.67-0.318.823.13-0.2352.08-866.6714.03-35.05-3.571.5630.0-29.73-8.45-36.95-21.23-5.443.2-1395.24-1.1910.53-17.82-0.7339.67-1012.5-6.661.19-1191.8-5.443.2-1395.24-21.62-88.60-134.48
20Q4 (5)3180.00.0-0.38-216.67-8.57-0.34-277.78-161.54-0.48-380.0-29.7321.6-8.233.01.20-73.21-77.57-6.17-446.02-45.18-5.62-251.2518.67-1.33-392.59-92.75-1.21-218.42-9.01-6.74-332.0521.35-5.62-251.2518.67--0.00
20Q3 (4)3180.00.0-0.1200.0-0.09-1000.00.0-0.10-600.00.023.5319.440.04.48-18.250.0-1.13-969.230.0-1.60-900.00.0-0.27-1000.00.0-0.38-3700.00.0-1.56-2128.570.0-1.60-900.00.0--0.00
20Q2 (3)3180.00.00.00-100.00.00.01103.120.00.02-33.330.019.735.40.05.48146.850.00.13101.870.0-0.16-138.10.00.03102.970.0-0.01-112.50.0-0.07-111.480.0-0.16-138.10.0--0.00
20Q1 (2)3180.00.00.03108.570.0-0.32-146.150.00.03108.110.014.55-10.410.02.22-58.50.0-6.97-64.00.00.42106.080.0-1.01-46.380.00.08107.210.00.61107.120.00.42106.080.0--0.00
19Q4 (1)3180.00.0-0.350.00.0-0.130.00.0-0.370.00.016.240.00.05.350.00.0-4.250.00.0-6.910.00.0-0.690.00.0-1.110.00.0-8.570.00.0-6.910.00.0--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)
2024/100.921.55-80.0823.24-53.712.83N/A客戶端因產品驗證而調整出貨時程
2024/90.91-9.29-81.9922.32-51.022.745.5客戶端因產品驗證而調整出貨時程
2024/81.020.28-80.4621.41-47.174.613.27客戶端因產品驗證而調整出貨時程
2024/70.83-69.96-84.2220.41-42.357.372.04客戶端因產品驗證而調整出貨時程
2024/62.77-26.44-45.5119.58-35.029.751.57-
2024/53.7717.52-31.7516.81-32.8810.321.48-
2024/43.21-4.04-28.5613.04-33.28.811.74-
2024/33.3447.77-38.539.83-34.599.831.91-
2024/22.26-46.49-54.986.49-32.3610.431.8營收淡季及工作天數減少
2024/14.237.28-7.484.23-7.4812.181.54-
2023/123.94-1.86-35.0158.17-11.6212.591.48-
2023/114.01-13.37-44.3554.23-9.2513.691.36-
2023/104.63-8.14-26.7650.21-4.4314.811.26-
2023/95.04-1.6-18.6945.58-1.3715.451.34-
2023/85.13-2.84-21.8340.541.315.491.34-
2023/75.283.72-10.4135.415.8415.891.31-
2023/65.09-7.88-5.3230.139.3215.11.46-
2023/55.5223.0332.3325.0412.8715.451.43-
2023/44.49-17.439.7919.528.3514.951.47-
2023/35.448.212.8515.037.9315.031.62-
2023/25.029.9837.499.5911.0415.651.56-
2023/14.57-24.63-8.344.57-8.3417.841.37-
2022/126.06-15.9714.0765.824.8519.61.34-
2022/117.2114.0141.859.763.9919.751.33-
2022/106.331.977.7252.540.3219.091.38-
2022/96.2-5.414.6346.22-0.6118.661.28-
2022/86.5611.3517.7540.01-1.3717.831.34-
2022/75.899.610.7833.45-4.4215.441.55-
2022/65.3728.76-5.7527.56-5.4613.641.7-
2022/54.172.07-0.6222.19-5.3913.551.71-
2022/44.09-22.64-21.6518.01-6.4313.031.78-
2022/35.2944.6510.4713.92-0.7713.921.51-
2022/23.65-26.687.248.64-6.613.951.51-
2022/14.98-6.19-14.674.98-14.6715.391.37-
2021/125.314.45-21.862.78-20.9116.271.21-
2021/115.09-13.38-31.4857.46-20.8216.891.17-
2021/105.87-0.95-20.3552.37-19.6117.371.14-
2021/95.936.45-26.1546.5-19.5117.351.14-
2021/85.57-4.69-34.5440.57-18.4417.121.15-
2021/75.842.49-16.435.0-15.1215.751.25-
2021/65.735.783.8729.16-14.8615.121.09-
2021/54.2-19.53-38.6323.45-18.4314.21.16-
2021/45.229.08-29.1219.25-12.1213.411.23-
2021/34.7840.42-34.0414.03-3.5314.031.04-
2021/23.41-41.67-6.329.2526.8216.040.91-
2021/15.84-14.0359.85.8459.820.060.73客戶端因應市場需求,而季節性調整出貨時程。
2020/126.8-8.4814.6979.372.0221.60.61-
2020/117.430.6922.1972.580.9822.830.57-
2020/107.37-8.1673.9465.15-0.9723.920.55客戶端因應市場需求而季節性調整出貨時程。
2020/98.03-5.6427.8857.78-6.1323.530.68-
2020/88.5121.7311.2149.75-10.020.990.76-
2020/76.9927.35-18.2441.24-13.4119.330.83-
2020/65.49-19.78-17.8834.25-12.3519.70.72-
2020/56.84-7.05-4.8728.75-11.2121.460.66-
2020/47.361.51.2821.91-13.0218.260.78-
2020/37.2599.431.314.55-18.8214.551.09-
2020/23.64-0.49-8.797.29-32.2213.221.2-
2020/13.66-38.29-46.023.66-46.0215.661.01-
2019/125.92-2.5-10.6677.80.10.0N/A-
2019/116.0843.33-11.1271.871.110.0N/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)3180.0-0.2300.15058.17-11.629.9832.19-2.560-4.940-1.490-2.690-0.720
2022 (9)3180.00.000-0.73065.824.847.55360.37-3.860-1.020-2.540-0.22000
2021 (8)3180.0-1.110-1.43062.78-20.91.64-52.05-7.850-5.910-4.930-3.910-3.540
2020 (7)3180.0-0.480-0.74079.372.023.42-47.71-3.260-1.970-2.590-1.750-1.510
2019 (6)3180.0-0.370-0.28077.80.16.54-22.05-1.570-1.640-1.220-1.490-1.170
2018 (5)3180.00.93830.0-0.44077.72-10.368.39-23.45-1.6203.571328.0-1.2603.11972.412.97858.06
2017 (4)3180.00.10-93.940.43-78.6186.7-34.7210.96-15.951.56-73.290.25-93.541.35-82.580.29-95.650.31-94.16
2016 (3)3180.01.65-37.262.019.24132.8217.9913.04-16.095.84-11.113.87-47.067.754.876.67-33.15.31-37.09
2015 (2)3180.02.6339.151.84206.67112.5746.4215.54-5.766.5766.337.31-1.357.39143.099.9739.058.4439.27
2014 (1)3180.01.89-21.90.60-65.3276.88-8.1916.4903.9507.4103.04-54.837.17-19.986.06-21.71

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