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)75-25.74-25.00.02-75.0-66.67-0.15-275.0-114.290.0928.57200.01.47-8.120.6819.03-24.21-16.86-7.27-1764.1-72.680.22-95.57-93.57-0.11-1000.0-83.330.01-87.5-83.330.89-86.24-73.350.22-95.57-93.57-3.74412.50-105.68
24Q2 (19)1011.01.00.08900.0-27.27-0.0463.64-233.330.07800.0333.331.60.63-9.0925.1128.5714.81-0.3992.14-117.184.97971.93-13.57-0.0187.5-125.00.08900.0-27.276.471276.36-11.04.97971.93-13.5713.91393.7549.47
24Q1 (18)1000.00.0-0.01-112.593.33-0.1135.29-266.67-0.01-109.0993.331.5927.24.6119.53-6.6-9.83-4.9653.12-29.17-0.57-112.2894.19-0.0838.46-33.33-0.01-112.593.33-0.55-108.9795.65-0.57-112.2894.196.41-39.59-53.79
23Q4 (17)1000.00.00.0833.33-42.86-0.17-142.86-1600.00.11266.6783.331.25-14.38-28.1620.91-8.65-8.13-10.58-151.31-733.534.6435.67-41.19-0.13-116.67-533.330.0833.33-42.866.1383.53-40.494.6435.67-41.19-15.71-6.06-238.09
23Q3 (16)1000.00.00.06-45.45100.0-0.07-333.3300.03200.0137.51.46-17.05-17.9822.894.668.38-4.21-285.46-1126.833.42-40.5256.88-0.06-250.0-700.00.06-45.45100.03.34-54.0672.163.42-40.5256.88-0.6363.94-66.66
23Q2 (15)1000.00.00.11173.33320.00.03200.0-76.92-0.0380.070.01.7615.79-18.5221.870.97-2.712.27159.11-49.15.75158.61381.860.04166.67-60.00.11173.33320.07.27157.52416.095.75158.61381.861.57-16.900.00
23Q1 (14)1000.00.0-0.15-207.14-150.0-0.03-200.040.0-0.15-350.0-150.01.52-12.64-15.5621.66-4.8338.31-3.84-329.94-598.7-9.81-224.33-1562.71-0.06-300.0-700.0-0.15-207.14-150.0-12.64-222.72-3316.22-9.81-224.33-1562.71-7.4579.77-100.00
22Q4 (13)1000.0-0.990.14366.67366.67-0.01080.00.06175.0400.01.74-2.25-5.9522.767.7729.391.67307.32154.587.89261.93247.580.03200.0150.00.14366.67366.6710.30430.93961.867.89261.93247.58-9.92263.34-50.00
22Q3 (12)1000.00.00.03160.0160.00.00-100.0100.0-0.0820.0-60.01.78-17.5932.8421.12-6.050.810.41-90.81106.112.18206.86223.160.01-90.0111.110.03160.0160.01.94184.35183.982.18206.86223.161.2188.34130.00
22Q2 (11)1000.00.0-0.0516.67-150.00.13360.0218.18-0.10-66.6702.1620.058.8222.4843.5510.524.46479.22208.78-2.04-245.76-368.420.1900.0266.67-0.0516.67-150.0-2.30-521.62-921.43-2.04-245.76-368.428.65-141.66180.00
22Q1 (10)100-0.99-0.99-0.06-300.0-400.0-0.050.061.54-0.06-200.0-400.01.8-2.734.3315.66-10.97-28.530.77125.16112.6-0.59-125.99-126.580.01116.67112.5-0.06-300.0-400.0-0.37-138.14-111.6-0.59-125.99-126.5817.68-70.0033.34
21Q4 (9)1011.0-0.980.03160.0-62.5-0.0566.670-0.0260.0-103.511.8538.06-17.7817.59-16.04-15.15-3.0654.4-765.222.27228.25-18.93-0.0633.33-700.00.03160.0-66.670.97141.99-79.232.27228.25-18.9318.305.0015.16
21Q3 (8)1000.0-1.96-0.05-150.0-117.24-0.15-36.36-193.75-0.050-110.421.34-1.47-43.4620.953.0-23.23-6.71-63.66-168.33-1.77-332.89-112.53-0.09-50.0-139.13-0.05-150.0-116.67-2.31-925.0-113.37-1.77-332.89-112.530.01-175.00-10.49
21Q2 (7)100-0.99-1.96-0.02-200.0-108.7-0.1115.38-175.00.00-100.0-100.01.361.49-34.320.34-7.17-28.91-4.1032.9-178.910.76-65.77-91.78-0.0625.0-100.0-0.02-200.0-108.70.28-91.22-97.460.76-65.77-91.78-19.47-137.507.69
21Q1 (6)101-0.98-0.980.02-75.0150.0-0.13013.330.02-96.49150.01.34-40.44-10.6721.915.69-0.72-6.11-1428.2636.492.22-20.71142.05-0.08-900.042.860.02-77.78150.03.19-31.69163.932.22-20.71142.05-22.75-73.70-50.00
20Q4 (5)1020.00.00.08-72.41-57.890.00-100.0-100.00.5718.75-10.942.25-5.0621.6220.73-24.04-29.390.46-95.32-79.742.80-80.18-66.550.01-95.65-75.00.09-70.0-52.634.67-72.97-55.142.80-80.18-66.55--0.00
20Q3 (4)1020.00.00.2926.090.00.16500.00.00.48152.630.02.3714.490.027.29-4.610.09.82768.030.014.1352.760.00.23866.670.00.330.430.017.2856.950.014.1352.760.0--0.00
20Q2 (3)1020.00.00.23675.00.0-0.0473.330.00.19575.00.02.0738.00.028.6129.630.0-1.4784.720.09.25275.190.0-0.0378.570.00.23675.00.011.01320.640.09.25275.190.0--0.00
20Q1 (2)1020.00.0-0.04-121.050.0-0.15-400.00.0-0.04-106.250.01.5-18.920.022.07-24.830.0-9.62-523.790.0-5.28-163.080.0-0.14-450.00.0-0.04-121.050.0-4.99-147.930.0-5.28-163.080.0--0.00
19Q4 (1)1020.00.00.190.00.00.050.00.00.640.00.01.850.00.029.360.00.02.270.00.08.370.00.00.040.00.00.190.00.010.410.00.08.370.00.0--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)
2024/110.381.97-15.995.41-3.461.15N/A-
2024/100.37-8.19-9.235.03-2.371.24N/A-
2024/90.4-13.742.94.66-1.791.471.71-
2024/80.47-22.2-20.364.26-2.211.551.61-
2024/70.622.1223.953.790.591.541.62-
2024/60.498.0-26.473.19-2.821.61.61-
2024/50.45-31.23-15.172.73.181.791.44-
2024/40.66-2.8517.392.257.891.611.61-
2024/30.68150.98-9.711.594.381.591.59-
2024/20.27-57.77-5.470.9118.141.311.93-
2024/10.6461.0332.080.6432.081.491.7-
2023/120.4-11.08-43.656.0-19.861.251.81-
2023/110.4510.18-12.455.6-17.381.241.82-
2023/100.414.07-22.155.15-17.781.381.64-
2023/90.39-33.24-6.84.75-17.381.461.65-
2023/80.5821.08-5.124.36-18.221.731.39-
2023/70.48-27.56-35.43.77-19.931.681.43-
2023/60.6724.59-15.43.29-17.011.761.25-
2023/50.54-4.82-28.892.62-17.411.851.19-
2023/40.56-25.28-9.582.09-13.851.61.38-
2023/30.75162.76-4.281.52-15.321.521.57-
2023/20.29-40.98-43.230.77-23.881.481.62-
2023/10.49-31.3-4.710.49-4.711.71.41-
2022/120.7138.1452.447.4827.181.741.39訂單增加,本月客戶出貨成長
2022/110.51-2.01-28.276.7825.021.451.67-
2022/100.5224.59-22.066.2733.091.561.55-
2022/90.42-32.04-13.565.7442.231.781.51-
2022/80.62-17.5634.135.3349.842.151.25-
2022/70.75-5.1287.64.7152.172.291.18訂單增加,本月客戶出貨成長
2022/60.794.7363.583.9646.932.161.15訂單增加,本月客戶出貨成長
2022/50.7521.01106.083.1743.312.161.15訂單增加,本月客戶出貨成長
2022/40.62-20.9120.912.4230.921.911.3-
2022/30.7955.8363.261.834.771.81.57博弈產品客戶下單增加
2022/20.5-0.9458.171.0118.711.481.91博弈產品客戶下單增加
2022/10.519.91-4.80.51-4.81.691.67-
2021/120.46-35.0-21.175.88-28.121.851.2-
2021/110.716.46-15.175.42-28.661.871.18-
2021/100.6738.17-18.284.71-30.341.611.37-
2021/90.485.46-47.134.04-32.01.341.85-
2021/80.4615.29-32.823.55-29.241.341.86-
2021/70.4-17.27-48.193.09-28.671.252.0-
2021/60.4831.94-28.332.7-24.471.361.46-
2021/50.37-28.99-50.662.21-23.571.361.46受疫情影響,客戶下單減少
2021/40.516.78-22.071.85-14.291.311.51-
2021/30.4850.97-17.871.34-10.861.341.38-
2021/20.32-40.38-1.740.85-6.351.441.28-
2021/10.53-8.98-8.910.53-8.911.960.94-
2020/120.59-30.05-20.388.1919.652.250.81-
2020/110.842.5548.867.624.52.580.71-
2020/100.82-10.5949.126.7622.012.420.75-
2020/90.9234.042.255.9419.032.370.94-
2020/80.68-11.0926.825.0215.592.131.04-
2020/70.7714.4523.914.3414.02.181.02-
2020/60.67-9.1622.563.5712.062.071.0-
2020/50.7412.1329.342.99.881.991.05-
2020/40.6612.5420.312.164.491.571.32-
2020/30.5980.637.81.5-1.221.51.49-
2020/20.32-44.7365.690.91-6.271.651.35去年2月逢農曆春節,出貨減少
2020/10.59-20.45-24.410.59-24.410.0N/A-
2019/120.7430.7971.476.8411.770.0N/A新開發之電子遊戲機檯觸控顯示器出貨金額增加所致
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)1000.00.1183.33-0.2106.0-19.7921.866.22-3.5401.00-38.27-0.2100.06-62.50.1183.33
2022 (9)100-0.990.0600.0707.4827.2120.583.051.9601.6263.640.1500.16433.330.060
2021 (8)101-0.98-0.020-0.4505.88-28.2119.97-19.7-4.8300.99-84.11-0.2800.03-95.52-0.020
2020 (7)1020.00.56-12.5-0.0308.1919.7424.87-15.210.84-69.236.23-30.310.07-63.160.67-11.840.58-10.77
2019 (6)1020.00.6400.1106.8411.7629.334.042.7308.9400.1900.76406.670.650
2018 (5)1020.0-0.280-0.6106.12-8.1128.19-6.69-0.500-5.210-0.0300.15-82.56-0.280
2017 (4)1020.00.7323.730.29-12.126.6664.4430.21-14.324.93-45.2210.94-26.530.33-8.330.8621.130.7525.0
2016 (3)1020.00.5943.90.3337.54.05-13.2835.2613.169.0066.6714.8966.180.3644.00.7142.00.642.86
2015 (2)1020.00.41-46.050.24-17.244.67-8.7931.162.065.40-25.218.96-41.250.25-32.430.5-46.240.42-46.15
2014 (1)1020.00.7652.00.2952.635.126.8930.5307.22015.2500.3754.170.9352.460.7852.94

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