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)1660.00.01.8030.4363.640.52-35.0-51.44.4966.91-4.0634.115.31-1.317.065.83-0.355.7121.751.069.7062.75124.541.9528.290.02.9830.1363.7411.9155.69106.069.7062.75124.547.7617.88-7.80
24Q2 (19)1660.00.01.385.342.990.8019.4-36.512.69105.34-25.0732.3910.21-3.0816.12-5.45-13.054.69-14.42-26.725.96-15.4621.881.52-5.59-28.972.295.052.697.65-15.7512.335.96-15.4621.885.35101.5328.06
24Q1 (18)1660.05.061.31197.73-44.490.6736.73-57.591.31-74.46-44.4929.390.48-16.4617.0529.46-13.765.48702.2-41.397.055775.0-27.541.61696.3-51.062.18198.63-41.559.08869.49-27.427.055775.0-27.54-7.4468.86-8.74
23Q4 (17)1660.05.060.44-60.0-63.930.49-54.21-57.765.139.62-34.1529.25-15.36-11.213.17-23.07-33.15-0.91-116.11-112.830.12-97.22-97.7-0.27-113.85-111.590.73-59.89-62.18-1.18-120.42-116.670.12-97.22-97.7-5.97-38.95-34.65
23Q3 (16)1660.05.061.10-17.91-5.171.07-15.0824.424.6830.36-28.8834.563.41-4.6917.12-7.66-9.755.65-11.7230.184.32-11.665.881.95-8.8824.21.82-18.39-1.095.78-15.124.94.32-11.665.88-0.79-30.56-17.66
23Q2 (15)1665.065.061.34-43.22-41.741.26-20.25-45.453.5952.12-33.6433.42-5.0-12.8818.54-6.22-17.66.40-31.55-46.534.89-49.74-44.812.14-34.95-53.382.23-40.21-38.576.81-45.56-40.524.89-49.74-44.810.9025.117.98
23Q1 (14)1580.00.02.3693.44-24.361.5836.21-42.342.36-69.7-24.3635.186.8-18.4919.770.36-8.819.3531.88-28.199.7386.4-10.413.2941.2-41.463.7393.26-24.1912.5176.69-9.879.7386.4-10.41-1.1849.3035.55
22Q4 (13)1580.00.01.225.17-38.381.1634.88-31.367.7918.39-36.9732.94-9.16-6.0719.703.852.767.0963.36-6.345.2227.94-34.992.3348.41-12.411.934.89-38.347.0828.49-16.715.2227.94-34.99-7.31-22.20-13.95
22Q3 (12)1580.00.01.16-49.57-64.310.86-62.77-72.356.5821.63-36.5536.26-5.47-15.318.97-15.69-16.84.34-63.74-66.24.08-53.95-63.831.57-65.8-71.451.84-49.31-64.135.51-51.88-56.784.08-53.95-63.83-8.29-37.92-39.23
22Q2 (11)1580.00.02.30-26.28-37.52.31-15.69-31.455.4173.4-24.1238.36-11.12-12.9422.503.78-3.3911.97-8.06-16.08.86-18.42-31.214.59-18.33-26.913.63-26.22-37.5211.45-17.51-22.438.86-18.42-31.215.9815.6523.22
22Q1 (10)1580.00.03.1257.58-9.572.7462.13-15.693.12-74.76-9.5743.1623.07-2.0921.6813.09-4.4513.0271.990.9310.8635.24-5.075.62111.28-1.234.9257.19-9.7213.8863.296.4410.8635.24-5.072.509.258.24
21Q4 (9)1580.00.01.98-39.0824.531.69-45.6624.2612.3619.1948.7435.07-18.08-9.3619.17-15.926.097.57-41.047.228.03-28.8134.062.66-51.64-2.563.13-38.9924.218.50-33.339.548.03-28.8134.06-10.46-25.38-26.69
21Q3 (8)1580.00.03.25-11.6827.953.11-7.7240.0910.3745.4454.5542.81-2.842.9822.80-2.113.112.84-9.8916.6211.28-12.4222.085.5-12.4220.095.13-11.727.9312.75-13.628.1411.28-12.4222.08-1.44-2.50-2.01
21Q2 (7)1580.00.03.686.6764.293.373.6979.267.13106.6770.5744.06-0.0521.1123.292.646.5414.2510.4728.6112.8812.5938.796.2810.3755.835.816.6164.1214.7613.1920.5912.8812.5938.796.9461.8371.33
21Q1 (6)1580.00.03.45116.9877.843.25138.9765.823.45-58.4877.8444.0813.9339.2322.6925.57-4.1412.9082.728.5911.4490.9831.195.69108.4251.335.45116.2778.113.0468.0415.9111.4490.9831.193.5039.7950.11
20Q4 (5)1580.00.01.59-37.4389.091.36-38.74402.228.3123.8565.5438.69-6.932.8218.07-10.372.217.06-35.88345.145.99-35.17273.122.73-40.39352.782.52-37.16389.667.76-34.18342.55.99-35.17273.12--0.00
20Q3 (4)1580.00.02.5413.390.02.2218.090.06.7160.530.041.5714.270.020.16-7.780.011.01-0.630.09.24-0.430.04.5813.650.04.0113.280.011.79-3.680.09.24-0.430.0--0.00
20Q2 (3)1580.00.02.2415.460.01.88-4.080.04.18115.460.036.3814.910.021.86-7.650.011.08-6.730.09.286.420.04.037.180.03.5415.690.012.248.80.09.286.420.0--0.00
20Q1 (2)1580.00.01.94452.730.01.96535.560.01.94-61.350.031.66-15.870.023.6733.880.011.88512.50.08.72352.020.03.76448.150.03.06451.720.011.25451.560.08.72352.020.0--0.00
19Q4 (1)1580.00.0-0.550.00.0-0.450.00.05.020.00.037.630.00.017.680.00.0-2.880.00.0-3.460.00.0-1.080.00.0-0.870.00.0-3.200.00.0-3.460.00.0--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)
2024/1010.8-2.524.77106.73-5.9332.84N/A-
2024/911.081.08-8.1895.93-7.034.110.76-
2024/810.96-9.18-1.8684.85-6.8533.540.77-
2024/712.0714.826.673.89-7.5433.530.77-
2024/610.51-3.95-3.7961.82-9.8832.420.83-
2024/510.94-0.2-5.1551.3-11.0332.30.84-
2024/410.975.610.1340.36-12.528.840.94-
2024/310.3838.73-13.9329.39-16.4429.390.99-
2024/27.48-35.04-41.719.01-17.7527.451.06-
2024/111.5236.4512.1711.5212.1730.490.95-
2023/128.44-19.75-11.22132.48-12.129.281.07-
2023/1110.522.07-12.84124.03-12.1532.870.95-
2023/1010.31-14.38-9.18113.51-12.0933.520.93-
2023/912.047.78-5.53103.2-12.3734.530.95-
2023/811.17-1.34-3.591.16-13.233.480.98-
2023/711.323.04-5.1679.99-14.433.850.97-
2023/610.99-4.78-15.8868.67-15.7633.481.02-
2023/511.545.36-9.6157.68-15.7334.570.99-
2023/410.95-9.33-12.5646.14-17.1435.870.95-
2023/312.08-5.91-17.9835.19-18.4635.190.98-
2023/212.8424.984.9423.11-18.7132.681.06-
2023/110.277.32-36.5810.27-36.5831.921.08-
2022/129.57-20.72-6.1150.95-9.0832.991.1-
2022/1112.076.36-9.97141.37-9.2736.251.0-
2022/1011.35-11.53-1.0129.3-9.235.761.01-
2022/912.8310.83-4.45117.95-9.9236.351.02-
2022/811.58-3.04-19.71105.12-10.5536.671.01-
2022/711.94-9.23-20.2293.54-9.2737.860.98-
2022/613.153.02-9.4281.61-7.4138.450.94-
2022/512.771.91-17.0268.45-7.0140.020.91-
2022/412.53-14.93-11.4755.68-4.3639.490.92-
2022/314.7320.36-8.0343.16-2.0843.160.76-
2022/212.23-24.4711.9428.431.338.590.85-
2022/116.259.5-5.4816.2-5.4839.770.83主要受惠於客戶需求提升且於農曆年前積極備貨
2021/1210.16-24.26-17.81165.9211.8735.030.88-
2021/1113.4116.95-3.75155.7614.5738.280.81-
2021/1011.47-14.44-7.54142.3516.6739.290.79-
2021/913.4-7.05-14.54130.8919.4142.790.62-
2021/814.42-3.658.67117.4925.0843.880.6-
2021/714.973.2418.59103.0727.7844.850.59-
2021/614.5-5.7928.088.129.4844.030.52-
2021/515.398.7325.7273.629.7845.540.51-
2021/414.15-11.5610.3958.2230.8941.080.56-
2021/316.046.4126.944.0739.1944.070.46-
2021/210.93-36.2332.6228.0747.3340.410.5-
2021/117.1438.8258.5417.1458.5443.420.47主要受惠於遠距商機、網通等產品需求持續暢旺,且客戶農曆年前備貨積極
2020/1212.35-11.3923.93148.261.5338.680.59-
2020/1113.9312.341.74135.91-0.141.990.54-
2020/1012.4-20.78-11.27121.98-0.341.330.55-
2020/915.6617.996.67109.581.141.540.51-
2020/813.275.140.793.920.2337.210.57-
2020/712.6211.43-0.4680.650.1536.180.58-
2020/611.32-7.46-7.2168.030.2736.380.66-
2020/512.24-4.52-8.0256.711.9137.660.64-
2020/412.821.76.6744.475.0333.660.72-
2020/312.652.9410.1631.654.3831.650.72-
2020/28.24-23.774.8819.050.8829.030.79-
2020/110.818.3-1.9510.81-1.9534.490.66-
2019/129.98-27.1115.51145.96-10.730.0N/A-
2019/1113.69-2.031.52135.98-12.190.0N/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)1665.065.08-33.774.40-37.68132.4-12.1517.31-16.785.37-42.694.97-33.647.12-49.588.33-43.378.51-30.87
2022 (9)1580.07.67-36.927.06-38.18150.71-9.2220.80-6.059.37-22.697.49-32.2814.12-29.8214.71-28.912.31-36.94
2021 (8)1580.012.1648.2911.4254.12166.0211.9522.146.5412.1219.0611.0633.4120.1233.2520.6929.9619.5248.78
2020 (7)1580.08.2065.327.4173.94148.31.5720.78-0.5310.1872.258.2983.015.175.1715.9267.9313.1265.45
2019 (6)1580.04.96-71.044.26-75.29146.01-10.720.89-40.555.91-73.174.53-72.368.62-76.079.48-73.087.93-71.5
2018 (5)158-21.017.13291.9917.24242.74163.5124.7335.1490.2522.03226.8516.39191.1236.02307.4735.22279.1227.82216.5
2017 (4)200-10.714.3795.965.0369.36131.09-0.4418.4727.646.74101.195.63119.078.84100.459.29104.188.7973.72
2016 (3)2240.02.23-14.562.97-20.16131.67-3.1614.470.073.35-28.272.57-25.944.41-30.444.55-26.025.06-15.38
2015 (2)2240.02.61-33.593.72-5.58135.96-15.1614.4613.324.676.623.47-30.046.34-9.826.15-35.475.98-33.85
2014 (1)224-21.43.9364.443.9417.26160.250.7912.7604.3804.9607.035.879.5318.839.0429.89

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。