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)1130.00.0-0.66-78.38-247.37-0.63-6.78-186.36-1.33-98.51-291.183.3318.0912.886.2121.29-64.7-21.0814.62-131.9-23.02-49.48-221.96-0.70.0-159.26-0.74-76.19-252.38-22.02-37.88-189.74-23.02-49.48-221.9612.46-50.85-48.55
24Q2 (19)1130.00.0-0.37-23.33-346.67-0.59-90.32-1375.0-0.67-123.33-415.382.826.82-9.625.12-69.54-67.51-24.69-102.71-290.66-15.40-19.94-375.49-0.7-118.75-250.0-0.42-23.53-347.06-15.97-33.31-3113.21-15.40-19.94-375.491.4120.69-32.06
24Q1 (18)1130.00.0-0.3064.71-3.45-0.3126.19-6.9-0.3074.36-3.452.64-4.0-1.8616.81268.6451.31-12.1850.2222.96-12.8463.01-6.56-0.3252.2425.58-0.3464.21-6.25-11.9871.0922.26-12.8463.01-6.56-5.39-141.33-32.36
23Q4 (17)1130.00.0-0.85-347.37-2933.33-0.42-90.910-1.17-244.12-875.02.75-6.78-1.084.56-74.08-74.18-24.47-169.2-3084.15-34.71-385.45-3092.24-0.67-148.15-3450.0-0.95-352.38-3266.67-41.44-445.26-2141.38-34.71-385.45-3092.24-6.12-287.02-270.45
23Q3 (16)1130.00.0-0.19-226.67-733.33-0.22-450.018.52-0.34-161.54-126.672.95-5.45-23.1817.5911.6136.25-9.09-43.83-391.35-7.15-227.91-1053.33-0.27-35.0-285.71-0.21-223.53-800.0-7.60-1533.96-214.46-7.15-227.91-1053.335.27-37.47-181.90
23Q2 (15)1130.00.00.15151.72250.0-0.0486.2189.47-0.1355.1723.533.1215.99-19.3815.7641.8541.6-6.3260.03-70.815.59146.39294.1-0.253.49-42.860.17153.12254.550.53103.44-88.175.59146.39294.16.38-457.4843.10
23Q1 (14)1130.00.0-0.29-1066.67-314.29-0.290-163.64-0.29-141.67-314.292.69-3.24-39.9611.11-37.091.74-15.81-2028.05-694.47-12.05-1138.79-540.96-0.43-2250.0-377.78-0.32-1166.67-300.0-15.41-859.11-1263.72-12.05-1138.79-540.96-15.42-533.3450.00
22Q4 (13)1130.00.00.030.0-97.250.00100.0100.0-0.1220.0-120.342.78-27.6-39.717.6636.79131.450.82144.32123.981.1654.67-95.670.02128.57112.50.030.0-97.562.03-69.43-93.961.1654.67-95.67-14.1965.0064.47
22Q3 (12)1130.00.00.03130.0160.0-0.2728.95-107.69-0.1511.7670.03.84-0.78-3.0312.9115.991.89-1.8550.0-50.410.75126.04157.25-0.0750.0-40.00.03127.27160.06.6448.21422.830.75126.04157.25-7.2043.57-108.25
22Q2 (11)1130.00.0-0.10-42.8637.5-0.38-245.45-100.0-0.17-142.8662.223.87-13.62-6.5211.131.9253.73-3.70-85.9331.61-2.88-53.1934.55-0.14-55.5636.36-0.11-37.538.894.48496.46197.6-2.88-53.1934.55-8.22-74.64-85.82
22Q1 (10)1130.00.0-0.07-106.4275.86-0.1173.8168.57-0.07-111.8675.864.48-2.8247.3710.9243.12385.33-1.9941.8186.82-1.88-107.0282.66-0.0943.7580.43-0.08-106.575.76-1.13-103.3691.12-1.88-107.0282.666.791086.79-74.64
21Q4 (9)1130.00.01.092280.0394.59-0.42-223.08-100.00.59218.0173.754.6116.4134.017.63-39.7894.64-3.42-178.0562.7526.782144.27322.24-0.16-220.050.01.232560.0400.033.632548.03339.8726.782144.27322.246.031174.38-95.75
21Q3 (8)1130.00.0-0.0568.7578.26-0.1331.5831.58-0.50-11.11-16.283.96-4.3521.8512.6775.017.31-1.2377.2684.43-1.3170.2383.58-0.0577.2780.77-0.0572.2280.771.27127.67113.64-1.3170.2383.5815.9156.7938.64
21Q2 (7)1130.00.0-0.1644.83-1500.0-0.1945.71-280.0-0.45-55.17-125.04.1436.186.987.24221.78-47.19-5.4164.17-1076.09-4.4059.41-923.26-0.2252.17-1000.0-0.1845.45-800.0-4.5963.92-1097.83-4.4059.41-923.2612.2733.23-10.48
21Q1 (6)1130.00.0-0.2921.62-52.63-0.35-66.67-20.69-0.2963.75-52.633.04-11.6315.152.25-42.6-57.14-15.10-64.49-9.74-10.8410.04-35.84-0.46-43.75-27.78-0.3319.51-57.14-12.729.27-39.17-10.8410.04-35.84-2.89-19.62-38.60
20Q4 (5)1130.00.0-0.37-60.87-2.78-0.21-10.5340.0-0.80-86.05-2.563.445.853.613.92-63.7-14.6-9.18-16.225.55-12.05-51.00.9-0.32-23.0821.95-0.41-57.69-2.5-14.02-50.59-11.27-12.05-51.00.9--0.00
20Q3 (4)1130.00.0-0.23-2200.00.0-0.19-280.00.0-0.43-115.00.03.25-16.020.010.80-21.230.0-7.90-1617.390.0-7.98-1755.810.0-0.26-1200.00.0-0.26-1200.00.0-9.31-2123.910.0-7.98-1755.810.0--0.00
20Q2 (3)1130.00.0-0.0194.740.0-0.0582.760.0-0.20-5.260.03.8746.590.013.71161.140.0-0.4696.660.0-0.4394.610.0-0.0294.440.0-0.0290.480.00.46105.030.0-0.4394.610.0--0.00
20Q1 (2)1130.00.0-0.1947.220.0-0.2917.140.0-0.1975.640.02.64-20.480.05.2514.380.0-13.76-11.60.0-7.9834.380.0-0.3612.20.0-0.2147.50.0-9.1427.460.0-7.9834.380.0--0.00
19Q4 (1)1130.00.0-0.360.00.0-0.350.00.0-0.780.00.03.320.00.04.590.00.0-12.330.00.0-12.160.00.0-0.410.00.0-0.40.00.0-12.600.00.0-12.160.00.0--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)
2024/100.91-18.82-12.419.7-0.943.26N/A-
2024/91.12-9.2-3.038.80.43.330.65-
2024/81.2325.4132.87.680.933.180.68-
2024/70.981.2312.326.45-3.492.890.75-
2024/60.973.51-8.855.47-5.872.830.76-
2024/50.941.58-14.234.5-5.22.790.78-
2024/40.92-0.64-4.433.56-2.52.460.88-
2024/30.9350.93-19.962.64-1.82.640.95-
2024/20.61-43.95-12.671.7111.962.540.99-
2024/11.132.4232.991.132.992.790.9-
2023/120.83-4.58-0.5211.49-23.252.730.93-
2023/110.87-16.19-9.610.66-24.593.060.83-
2023/101.04-10.124.99.8-25.683.110.82-
2023/91.1524.36-3.348.76-28.152.950.99-
2023/80.936.06-26.447.61-30.842.861.02-
2023/70.87-17.85-37.236.68-31.413.030.96-
2023/61.06-2.59-18.95.81-30.443.121.02-
2023/51.0913.18-13.524.74-32.593.220.99-
2023/40.96-16.78-25.43.65-36.762.831.12-
2023/31.1664.67-16.152.69-40.042.691.23-
2023/20.7-14.64-48.721.53-50.692.361.4去年同期因疫情居家上班,螢幕線材需求驟增,墊高比較基期,解封後需求逆轉,導致出現大幅落差。
2023/10.82-0.94-52.260.82-52.262.621.261月逢農曆春節長假,生產出貨天數減少,對比去年同期為長假前提早備料拉貨月份,比較基期高,形成落差幅度較大。
2022/120.83-13.29-45.7314.97-4.712.781.17-
2022/110.96-2.73-42.3714.14-0.273.141.03-
2022/100.99-17.19-28.1113.185.323.440.94-
2022/91.19-5.36-10.8412.199.453.840.85-
2022/81.26-9.48-10.4211.012.223.960.82-
2022/71.396.1414.919.7416.013.970.82-
2022/61.313.87-3.698.3516.193.870.92-
2022/51.26-2.37-10.747.0420.843.940.9-
2022/41.29-6.45-5.455.7830.984.050.88-
2022/31.380.6940.284.4847.364.480.83-
2022/21.37-20.5252.03.150.754.630.8組裝廠持續出貨。
2022/11.7312.649.771.7349.774.930.76因疫情大陸組裝廠過年期間未休假, 提前在1月份拉貨,故本月營收增加。
2021/121.53-7.9430.0615.7218.984.570.76-
2021/111.6721.3548.4814.1817.894.380.8-
2021/101.372.6820.5512.5114.744.120.85-
2021/91.34-4.9114.5411.1414.063.961.06-
2021/81.4116.1138.729.814.03.981.06-
2021/71.21-11.0413.098.410.73.991.06-
2021/61.36-3.732.757.1910.34.141.08-
2021/51.413.4114.895.8212.233.771.19-
2021/41.3738.793.844.4111.43.261.38-
2021/30.999.11-14.63.0415.183.041.36-
2021/20.9-21.6937.462.0638.293.241.28-
2021/11.15-2.2138.941.1538.943.461.2-
2020/121.185.088.7213.21-2.153.440.98-
2020/111.12-1.47-0.0612.03-3.13.430.98-
2020/101.14-2.432.5210.91-3.413.321.01-
2020/91.1715.15-11.319.77-4.053.250.97-
2020/81.01-5.33-12.548.6-2.983.410.92-
2020/71.07-19.17-9.237.59-1.543.630.87-
2020/61.337.649.046.51-0.153.870.68-
2020/51.23-6.5411.745.19-2.253.70.71-
2020/41.3214.1443.53.96-5.913.130.84-
2020/31.1575.632.82.64-19.712.641.0-
2020/20.66-20.84-25.491.49-31.372.571.03-
2020/10.83-23.48-35.40.83-35.43.040.87-
2019/121.08-3.4-14.6913.5-9.590.0N/A-
2019/111.121.08-21.0212.41-9.120.0N/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)1130.0-1.170-0.98011.51-23.1112.47-2.12-13.580-11.420-1.560-1.760-1.310
2022 (9)1130.0-0.120-0.74014.97-4.9512.7464.39-1.870-0.900-0.2800.43-57.84-0.130
2021 (8)1130.00.590-1.10015.7519.237.75-11.43-5.6504.250-0.8901.0200.670
2020 (7)1130.0-0.800-0.75013.21-2.158.75-6.62-7.220-6.820-0.950-1.010-0.90
2019 (6)1130.0-0.780-0.95013.5-9.589.37-16.41-7.740-6.520-1.040-0.860-0.880
2018 (5)1130.0-0.300-0.63014.9336.3511.21-24.66-4.290-2.230-0.640-0.260-0.330
2017 (4)1130.0-0.910-0.80010.95-37.1114.8816.25-8.190-9.320-0.90-1.020-1.020
2016 (3)1130.00.030-0.18017.41-17.0212.80208.43-0.5000.170-0.0900.1500.030
2015 (2)1130.0-0.940-1.19020.98-9.724.15-48.95-6.720-5.070-1.410-1.130-1.060
2014 (1)1130.89-0.620-0.73023.24-8.08.130-3.940-3.020-0.910-0.80-0.70

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