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(%)
24Q4 (20)446-2.414.690.59-22.3711.321.255.9358.232.5628.038.38246.832.835.685.511.47-13.52.631.9414.851.07-25.69-14.46.484.5255.42.65-23.6316.741.45-20.77-9.381.07-25.69-14.44.67-15.95-7.70
24Q3 (19)4576.786.780.76-9.5228.811.18-21.330.852.0061.2951.52240.116.5428.645.43-14.35-17.482.58-24.56-16.771.44-10.05.886.2-19.697.083.47-3.8836.611.83-11.179.581.44-10.05.8814.3752.9315.87
24Q2 (18)4280.00.940.84115.38162.51.5053.0687.51.24217.9572.22225.3722.1928.76.3411.425.493.4230.0436.251.6073.91107.797.7259.1875.453.61113.61165.442.0676.0764.81.6073.91107.7911.7944.4838.55
24Q1 (17)4280.470.940.39-26.42-2.50.9824.0522.50.39-78.92-2.5184.441.3911.625.69-10.68-10.682.6314.856.050.92-26.4-10.684.8516.3118.01.69-25.55-0.591.17-26.88-14.60.92-26.4-10.68-0.57-18.30-4.21
23Q4 (16)426-0.471.190.53-10.17-19.70.79-32.48-24.041.8540.15-54.09181.92-2.532.596.37-3.19-12.382.29-26.13-25.651.25-8.09-20.384.17-27.98-23.632.27-10.63-18.351.60-4.19-21.181.25-8.09-20.382.0337.106.89
23Q3 (15)4280.941.180.5984.37-32.951.1746.250.861.3283.33-60.95186.656.592.536.589.48-13.423.1023.51-15.991.3676.62-33.665.7931.59-13.712.5486.76-31.721.6733.6-42.011.3676.62-33.666.2832.1923.12
23Q2 (14)4240.00.710.32-20.0-75.190.800.0-44.060.7280.0-71.2175.115.970.526.01-5.65-30.922.511.21-47.930.77-25.24-75.324.47.06-47.621.36-20.0-74.951.25-8.76-70.730.77-25.24-75.32-0.42-29.70-11.54
23Q1 (13)4240.711.440.40-39.39-66.940.80-23.08-25.230.40-90.07-66.94165.24-6.81-2.376.37-12.38-17.272.48-19.48-37.531.03-34.39-65.554.11-24.73-38.751.7-38.85-66.41.37-32.51-66.991.03-34.39-65.55-4.70-32.20-16.71
22Q4 (12)421-0.4711.080.66-25.0-45.451.04-10.341.964.0319.23-11.23177.32-2.59-3.217.27-4.34-2.683.08-16.53-9.681.57-23.41-37.455.46-18.63-12.642.78-25.27-39.572.03-29.51-40.991.57-23.41-37.450.95-28.39-14.61
22Q3 (11)4230.4813.10.88-31.78-38.031.16-18.88-7.23.3835.2-0.88182.044.49-7.037.60-12.64-2.443.69-23.44-9.782.05-34.29-24.636.71-20.12-16.233.72-31.49-30.082.88-32.55-27.462.05-34.29-24.633.71-12.597.38
22Q2 (10)4210.7214.41.296.614.031.4333.6428.832.50106.6126.26174.212.93-6.748.7012.9923.584.8221.4128.193.124.3527.878.425.1919.665.437.3119.344.272.8920.283.124.3527.87-2.343.3119.27
22Q1 (9)41810.2913.591.210.061.331.074.964.621.21-73.3561.33169.25-7.616.967.703.0827.913.9716.4258.172.9919.1272.836.717.3668.595.0610.084.674.1520.6472.22.9919.1272.83-7.03-7.39-6.75
21Q4 (8)3791.342.991.21-14.79163.041.02-18.4209.094.5433.14138.95183.2-6.4417.527.47-4.1148.513.41-16.63140.142.51-7.72130.286.25-21.97182.814.6-13.53170.593.44-13.35120.512.51-7.72130.28-0.81-0.13-2.89
21Q3 (7)3741.631.631.4214.52121.871.2512.61177.783.4172.22136.81195.814.8213.417.7910.6557.374.098.78157.232.7211.48100.08.0114.1191.275.3216.92126.383.9711.83123.032.7211.48100.011.4439.9241.69
21Q2 (6)3680.00.01.2465.33125.451.1170.77131.251.98164.0147.5186.818.0633.467.0416.9431.593.7649.896.862.4441.0467.127.0276.38162.924.5566.06123.043.5547.392.932.4441.0467.129.7864.1983.87
21Q1 (5)3680.00.00.7563.04200.00.6596.9762.50.75-60.53200.0158.231.536.856.0219.682.212.5176.7635.681.7358.72118.993.9880.0986.852.7461.18201.12.4154.49123.151.7358.72118.99--0.00
20Q4 (4)3680.00.00.46-28.120.00.33-26.670.01.9031.940.0155.89-9.710.05.031.620.01.42-10.690.01.09-19.850.02.21-19.640.01.7-27.660.01.56-12.360.01.09-19.850.0--0.00
20Q3 (3)3680.00.00.6416.360.00.45-6.250.01.4480.00.0172.6623.360.04.95-7.480.01.59-16.750.01.36-6.850.02.753.00.02.3515.20.01.78-3.260.01.36-6.850.0--0.00
20Q2 (2)3680.00.00.55120.00.00.4820.00.00.80220.00.0139.9721.060.05.35-9.170.01.913.240.01.4684.810.02.6725.350.02.04124.180.01.8470.370.01.4684.810.0--0.00
20Q1 (1)3680.00.00.250.00.00.400.00.00.250.00.0115.620.00.05.890.00.01.850.00.00.790.00.02.130.00.00.910.00.01.080.00.00.790.00.0--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)
2025/271.12-3.6363.7144.9333.38243.11N/A係去年同期適逢春節年假,故本期營業天數相對較長所致。
2025/173.81-24.8213.1973.8113.19247.21N/A-
2024/1298.1830.5242.36896.7526.49246.830.83-
2024/1175.222.4427.58798.5624.78240.110.85-
2024/1073.43-19.7135.96723.3424.49240.070.85-
2024/991.4621.6533.86649.9223.32240.110.78-
2024/875.182.3427.0558.4521.75239.350.78-
2024/773.46-19.0124.24483.2720.97231.070.81-
2024/690.7135.640.76409.8120.4225.370.82-
2024/566.9-1.2712.44319.115.65210.450.87-
2024/467.76-10.5932.41252.216.53187.00.98-
2024/375.7974.4612.25184.4411.61184.441.08-
2024/243.44-33.37-26.52108.6511.17177.611.12-
2024/165.2-5.4568.9265.268.92193.121.03係去年同期適逢春節年假,故本期營業天數相對較長所致。
2023/1268.9616.9721.9708.920.86181.921.13-
2023/1158.969.17-0.84639.96-0.97181.281.13-
2023/1054.0-20.96-11.88581.0-0.98181.531.13-
2023/968.3215.41-0.4527.00.28186.651.1-
2023/859.20.12-4.14458.680.39182.771.12-
2023/759.13-8.2514.41399.481.09183.061.12-
2023/664.448.321.68340.35-0.9175.110.9-
2023/559.4916.255.68275.91-1.48178.180.88-
2023/451.17-24.2-6.17216.42-3.29177.820.88-
2023/367.5214.181.33165.24-2.36165.240.9-
2023/259.1353.1824.0497.73-4.76154.290.97-
2023/138.6-31.76-29.7538.6-29.75154.630.97-
2022/1256.57-4.86-12.73702.81-2.93177.320.92-
2022/1159.46-2.98-4.16646.24-1.96189.350.86-
2022/1061.29-10.658.78586.78-1.74191.650.85-
2022/968.611.085.05525.49-2.83182.041.0-
2022/861.7619.5-9.89456.89-3.92176.811.03-
2022/751.68-18.46-16.6395.13-2.91171.351.06-
2022/663.3812.598.93343.46-0.45174.210.83-
2022/556.293.2-11.08280.08-2.36177.460.81-
2022/454.54-18.13-16.49223.790.1168.840.85-
2022/366.6339.766.95169.256.96169.250.71-
2022/247.67-13.2531.06102.626.96167.440.72-
2022/154.95-15.22-7.7554.95-7.75181.810.66-
2021/1264.824.4727.76724.0523.95183.20.56-
2021/1162.0410.1119.04659.2323.58183.680.56-
2021/1056.34-13.726.21597.1924.08190.180.54-
2021/965.3-4.7310.85540.8526.29195.810.49-
2021/868.5410.632.67475.5528.75188.690.51-
2021/761.976.51-0.18407.028.11183.460.52-
2021/658.18-8.0927.06345.0334.99186.80.44-
2021/563.31-3.0741.6286.8536.72190.910.43-
2021/465.314.8531.99223.5435.4163.970.51-
2021/362.2971.2617.51158.2336.86158.230.47-
2021/236.37-38.9417.0195.9453.23146.670.511.晶片巿場缺貨潮,客戶積極提前備貨.2.去年因新冠肺炎疫情影響,國外多數工廠停工,迼成去年營收較低.
2021/159.5717.4188.9559.5788.95162.420.461.晶片巿場缺貨潮,客戶積極提前備貨.2.因去年同期適逢春節年假,致本期營業天數相對較長
2020/1250.73-2.649.94584.1321.12155.890.5-
2020/1152.11-1.7524.76533.422.31164.060.48-
2020/1053.04-9.9524.26481.2922.05163.610.48-
2020/958.914.0129.37428.2421.78172.660.47-
2020/851.66-16.7818.34369.3420.65159.540.51-
2020/762.0935.649.18317.6721.04152.580.54-
2020/645.792.4123.93255.5915.73139.970.66-
2020/544.71-9.6412.36209.814.08147.190.63-
2020/449.48-6.6526.83165.114.560.0N/A-
2020/353.0170.5333.6115.6210.00.0N/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
2024 (10)4464.692.2539.754.9137.92896.7526.55.73-9.622.828.461.2714.4125.2536.7814.7741.0711.4245.11
2023 (9)4261.191.61-56.133.56-24.26708.920.876.34-18.822.60-32.991.11-54.1318.46-32.3310.47-55.067.87-53.68
2022 (8)42111.083.67-8.714.7016.92702.81-2.937.819.543.8811.172.421.6827.288.023.3-4.9416.99-1.28
2021 (7)3792.994.02118.484.02142.17724.0523.957.1335.813.49108.982.3898.3325.26158.8124.51162.717.21146.21
2020 (6)3680.271.84162.861.6612.93584.1321.135.25-8.71.677.051.20122.229.7629.619.33160.616.99168.85
2019 (5)3677.940.70-60.671.47-34.67482.24-8.995.75-10.441.56-34.730.54-54.247.53-40.623.58-59.682.6-58.33
2018 (4)3405.261.78-4.812.2539.75529.872.046.4218.892.3935.81.18-3.2812.6839.048.887.256.24-1.11
2017 (3)3239.861.8742.751.6131.97519.2918.725.40-3.051.7623.081.2237.089.1245.928.2875.86.3161.38
2016 (2)2945.761.31-20.611.22-12.86437.4212.625.57-12.281.43-26.670.89-27.056.25-17.554.71-22.533.91-17.34
2015 (1)2786.511.65-7.31.401.45388.39-2.746.3501.9501.2207.58-0.926.08-7.464.73-6.52

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