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)2400.00.03.951.287.922.75-5.5-8.9411.6551.53.9384.31.512.6824.18-5.66-5.8810.51-9.16-12.9211.23-0.445.558.86-7.8-10.69.491.58.0913.94-3.260.0711.23-0.445.552.431.967.38
24Q2 (19)2400.00.423.902.632.362.9120.2523.317.69102.371.5983.053.35-4.7925.63-0.66-0.2711.573.486.6111.28-0.5340.659.616.7877.639.352.522.5214.41-5.8241.8311.28-0.5340.656.2427.014.12
24Q1 (18)2400.00.423.8051.391.332.42-12.0-28.43.80-72.281.3380.369.13-5.0825.803.04-1.2311.1912.01-16.1211.3443.02.729.022.28-20.289.1252.02.1315.3066.496.8411.3443.02.72-0.589.98-10.47
23Q4 (17)2400.01.692.51-31.42-0.792.75-8.943.7713.7122.312.1973.64-10.3-8.025.04-2.531.799.99-17.231.327.93-25.472.197.36-25.73-6.726.0-31.660.59.19-34.03-1.927.93-25.472.19-8.09-17.689.52
23Q3 (16)2400.421.693.66-3.942.233.0227.9717.9711.2148.0815.4582.1-5.880.9625.69-0.041.5412.0794.689.6310.6432.67-2.749.9183.1810.738.78-3.733.9113.9337.110.6510.6432.67-2.74-1.42-1.17-1.11
23Q2 (15)2390.01.73.811.618.322.36-30.18-1.677.57101.8723.4987.233.0416.6625.70-1.610.356.20-53.52-47.058.02-27.36-25.885.41-52.08-38.179.122.1320.3210.16-29.05-28.158.02-27.36-25.884.4024.91-1.31
23Q1 (14)2391.272.143.7548.2229.313.3827.5550.893.75-69.3129.3184.665.7721.626.126.181.5613.3435.2921.1611.0442.279.3111.2943.0947.28.9349.5831.3214.3252.839.5611.0442.279.312.109.4515.54
22Q4 (13)2360.01.292.53-29.3331.772.653.5270.9712.2225.8522.280.04-1.5723.7124.60-2.776.369.86-10.4534.337.76-29.072.117.89-11.8466.115.97-29.3533.569.37-32.39.987.76-29.072.113.59-9.075.09
22Q3 (12)2360.431.293.5811.1826.52.566.670.399.7158.420.0281.328.7621.7525.30-1.21-0.7811.01-5.98-5.4110.941.115.098.952.2915.048.4511.4827.8413.84-2.1211.710.941.115.098.0811.116.90
22Q2 (11)2350.430.863.2211.0317.952.407.142.136.13111.3816.7674.777.417.0125.61-0.43-0.711.716.36-3.310.827.131.228.7514.0813.057.5811.4719.014.148.196.7210.827.131.227.5031.0425.83
22Q1 (10)2340.430.432.9051.0415.082.2444.52-1.322.90-71.015.0869.627.616.1925.7211.2-1.311.0150.0-13.4410.1032.89-1.947.6761.470.666.852.1316.0413.0753.4-2.5410.1032.89-1.942.239.442.65
21Q4 (9)2330.00.01.92-32.16-2.541.55-39.22-27.9110.0023.6110.1364.7-3.135.5823.13-9.29-6.737.34-36.94-26.677.60-26.99-3.84.75-38.95-22.514.47-32.38-2.48.52-31.23-6.067.60-26.99-3.80.69-14.25-15.36
21Q3 (8)2330.00.02.833.665.992.558.51-1.928.0954.113.7866.794.5213.2425.50-1.12-1.2811.64-3.88-14.9110.41-2.62-5.547.780.52-3.596.613.776.4412.39-6.49-9.110.41-2.62-5.545.586.006.01
21Q2 (7)2330.00.02.738.338.332.353.5220.515.25108.3317.9863.96.6420.8425.79-1.04-1.8612.11-4.8-4.8710.693.79-8.07.741.5715.016.378.78.5213.25-1.19-11.6710.693.79-8.02.2118.124.55
21Q1 (6)2330.00.02.5227.9230.572.275.5826.822.52-72.2530.5759.92-2.2233.6626.065.081.3212.7227.072.6610.3030.386.197.6224.3137.055.8627.9530.813.4147.854.610.3030.386.190.840.85-5.86
20Q4 (5)2330.01.31.97-26.2253.912.15-17.3173.399.0827.7121.5561.283.952.724.80-3.99-3.6510.01-26.8332.587.90-28.3116.696.13-24.04102.314.58-26.2555.789.07-33.4621.747.90-28.3116.69--0.00
20Q3 (4)2330.00.02.675.950.02.6033.330.07.1159.780.058.9811.540.025.83-1.710.013.687.460.011.02-5.160.08.0719.910.06.215.790.013.63-9.130.011.02-5.160.0--0.00
20Q2 (3)2330.00.02.5230.570.01.958.940.04.45130.570.052.8817.960.026.282.180.012.732.740.011.6219.790.06.7321.040.05.8731.030.015.0017.00.011.6219.790.0--0.00
20Q1 (2)2331.30.01.9350.780.01.7944.350.01.93-74.160.044.8311.710.025.72-0.080.012.3964.110.09.7043.280.05.5683.50.04.4852.380.012.8272.080.09.7043.280.0--0.00
19Q4 (1)2300.00.01.280.00.01.240.00.07.470.00.040.130.00.025.740.00.07.550.00.06.770.00.03.030.00.02.940.00.07.450.00.06.770.00.0--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)
2024/1128.82.659.81305.64-0.6685.45N/A-
2024/1028.06-1.837.76276.84-1.6484.76N/A-
2024/928.581.662.0248.78-2.684.70.9-
2024/828.120.42.07220.2-3.1683.530.91-
2024/728.02.133.42192.08-3.8883.670.91-
2024/627.42-2.96-6.43164.08-5.0383.880.92-
2024/528.250.16-3.33136.67-4.7484.530.91-
2024/428.210.48-3.12108.41-5.1181.320.94-
2024/328.0712.12-3.1580.2-5.7980.21.1-
2024/225.04-7.6-12.4152.13-7.1574.141.19-
2024/127.123.13-1.727.1-1.775.331.17-
2023/1222.01-16.1-16.84329.696.7474.271.39-
2023/1126.230.74-6.37307.698.9580.291.29-
2023/1026.04-7.08-6.75281.4610.6481.61.27-
2023/928.021.730.51255.4212.7882.641.33-
2023/827.541.730.6227.414.5183.921.31-
2023/727.07-7.61.96199.8616.7385.61.29-
2023/629.30.2514.68172.7819.4487.651.27-
2023/529.230.3817.22143.4820.4687.331.28-
2023/429.120.4517.63114.2521.3286.691.28-
2023/328.991.3918.1585.1322.6385.131.37-
2023/228.593.733.8756.1525.0982.611.41-
2023/127.564.1617.1227.5617.1282.041.42-
2022/1226.46-5.5421.79308.8620.2182.41.49-
2022/1128.020.3224.45282.420.0683.821.46-
2022/1027.920.1631.63254.3919.683.181.47-
2022/927.881.8224.55226.4618.2781.811.42-
2022/827.383.1123.43198.5817.4379.481.46-
2022/726.553.9220.64171.2116.5377.041.51-
2022/625.552.4717.21144.6515.875.241.52-
2022/524.930.7414.99119.115.5174.221.54-
2022/424.750.8814.7394.1715.6570.641.62-
2022/324.5314.8914.7469.4215.9869.421.54-
2022/221.35-9.2723.0244.8916.6666.611.6-
2022/123.538.3111.4423.5311.4467.771.57-
2021/1221.73-3.476.7256.9317.2165.451.56-
2021/1122.516.117.17235.218.2966.111.54-
2021/1021.21-5.225.88212.6919.665.781.55-
2021/922.380.919.0191.4821.3466.571.33-
2021/822.180.7713.1169.123.1965.991.34-
2021/722.010.9615.28146.9224.8765.491.35-
2021/621.80.5318.75124.9126.7365.051.2-
2021/521.680.5122.16103.1128.5664.641.21-
2021/421.570.924.4881.4330.3760.311.29-
2021/321.3823.1831.7559.8532.6459.851.17-
2021/217.36-17.8130.0238.4733.1358.841.2-
2021/121.123.735.8121.1235.8162.481.13-
2020/1220.36-3.0454.65219.1920.6161.41.01.電動車及傳統汽車需求增加。2.風電設備需求增加。3太陽能設備客戶需求增加。 4.手機新機上市及其配件需求增加
2020/1121.04.8352.95198.8317.9561.571.01.電動車及傳統汽車需求增加。2.風電設備需求增加。3太陽能設備客戶需求增加。 4.手機新機上市及其配件需求增加
2020/1020.03-2.4340.94177.8314.8560.181.02-
2020/920.534.7120.18157.7912.2159.230.97-
2020/819.612.7114.94137.2611.1157.061.0-
2020/719.093.9912.17117.6510.555.21.04-
2020/618.363.429.2398.5610.1853.430.97-
2020/517.752.419.4380.210.451.31.01-
2020/417.336.799.1262.4510.6846.91.1-
2020/316.2321.566.7145.1211.2945.120.98-
2020/213.35-14.1510.6528.914.0442.061.05-
2020/115.5518.0917.1215.5517.120.0N/A-
2019/1213.17-4.1114.23181.7214.90.0N/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)2401.6913.5814.3111.5116.85327.627.1525.661.4610.37-4.699.44-4.5533.972.1339.181.9832.8413.99
2022 (9)2361.2911.8821.229.8513.09305.7519.7625.290.7610.88-0.379.891.5433.2619.338.4226.8428.8123.54
2021 (8)2330.09.808.058.712.71255.3117.1325.10-2.0710.92-10.129.74-2.7927.885.2530.2911.0323.3210.31
2020 (7)2331.39.0722.98.4841.1217.9821.8725.63-0.1212.1514.8410.026.8226.4939.9427.2825.7721.1422.98
2019 (6)2301.777.3820.986.0128.14178.8614.3225.662.3910.581.449.386.9618.9315.9921.6912.9717.1921.66
2018 (5)2260.446.1013.814.6912.47156.4519.7825.06-0.210.43-2.258.77-6.416.3217.1619.218.5214.1315.25
2017 (4)2250.05.364.084.172.21130.611.0425.111.1310.67-2.739.374.2313.93-1.7616.21.4412.265.96
2016 (3)2255.145.1514.194.0846.76129.266.7324.8310.4510.9724.528.9914.0914.1832.915.9716.5711.5719.28
2015 (2)2142.884.5119.02.78-4.79121.114.0222.483.458.817.977.8818.3210.6712.213.731.239.722.17
2014 (1)2080.03.7918.812.9232.73116.4310.3121.7308.1606.6609.5129.7410.4420.427.9419.76

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