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(%)
24Q1 (20)4280.470.940.39-26.42-2.51.0325.6124.10.39-78.92-2.5184.441.3911.625.69-10.68-10.682.6314.856.050.92-26.4-10.684.8516.3118.01.69-25.55-0.591.17-26.88-14.60.92-26.4-10.68-0.57-18.30-3.59
23Q4 (19)426-0.471.190.53-10.17-19.70.82-32.79-24.071.8540.15-54.09181.92-2.532.596.37-3.19-12.382.29-26.13-25.651.25-8.09-20.384.17-27.98-23.632.27-10.63-18.351.60-4.19-21.181.25-8.09-20.382.0337.107.10
23Q3 (18)4280.941.180.5984.37-32.951.2246.990.831.3283.33-60.95186.656.592.536.589.48-13.423.1023.51-15.991.3676.62-33.665.7931.59-13.712.5486.76-31.721.6733.6-42.011.3676.62-33.666.2832.1923.50
23Q2 (17)4240.00.710.32-20.0-75.190.830.0-44.30.7280.0-71.2175.115.970.526.01-5.65-30.922.511.21-47.930.77-25.24-75.324.47.06-47.621.36-20.0-74.951.25-8.76-70.730.77-25.24-75.32-0.42-29.70-11.57
23Q1 (16)4240.711.440.40-39.39-66.940.83-23.15-25.230.40-90.07-66.94165.24-6.81-2.376.37-12.38-17.272.48-19.48-37.531.03-34.39-65.554.11-24.73-38.751.7-38.85-66.41.37-32.51-66.991.03-34.39-65.55-4.70-32.20-16.95
22Q4 (15)421-0.4711.080.66-25.0-45.451.08-10.741.894.0319.23-11.23177.32-2.59-3.217.27-4.34-2.683.08-16.53-9.681.57-23.41-37.455.46-18.63-12.642.78-25.27-39.572.03-29.51-40.991.57-23.41-37.450.95-28.39-14.77
22Q3 (14)4230.4813.10.88-31.78-38.031.21-18.79-6.923.3835.2-0.88182.044.49-7.037.60-12.64-2.443.69-23.44-9.782.05-34.29-24.636.71-20.12-16.233.72-31.49-30.082.88-32.55-27.462.05-34.29-24.633.71-12.597.72
22Q2 (13)4210.7214.41.296.614.031.4934.2329.572.50106.6126.26174.212.93-6.748.7012.9923.584.8221.4128.193.124.3527.878.425.1919.665.437.3119.344.272.8920.283.124.3527.87-2.343.3119.47
22Q1 (12)41810.2913.591.210.061.331.114.7263.241.21-73.3561.33169.25-7.616.967.703.0827.913.9716.4258.172.9919.1272.836.717.3668.595.0610.084.674.1520.6472.22.9919.1272.83-7.03-7.39-6.87
21Q4 (11)3791.342.991.21-14.79163.041.06-18.46211.764.5433.14138.95183.2-6.4417.527.47-4.1148.513.41-16.63140.142.51-7.72130.286.25-21.97182.814.6-13.53170.593.44-13.35120.512.51-7.72130.28-0.81-0.13-2.71
21Q3 (10)3741.631.631.4214.52121.871.3013.04176.63.4172.22136.81195.814.8213.417.7910.6557.374.098.78157.232.7211.48100.08.0114.1191.275.3216.92126.383.9711.83123.032.7211.48100.011.4439.9241.08
21Q2 (9)3680.00.01.2465.33125.451.1569.12130.01.98164.0147.5186.818.0633.467.0416.9431.593.7649.896.862.4441.0467.127.0276.38162.924.5566.06123.043.5547.392.932.4441.0467.129.7864.1984.56
21Q1 (8)3680.00.00.7563.04200.00.68100.061.90.75-60.53200.0158.231.536.856.0219.682.212.5176.7635.681.7358.72118.993.9880.0986.852.7461.18201.12.4154.49123.151.7358.72118.99-4.1117.4636.17
20Q4 (7)3680.00.270.46-28.12475.00.34-27.6678.951.9031.94167.61155.89-9.7119.365.031.628.171.42-10.6991.891.09-19.85395.452.21-19.64127.841.7-27.66507.141.56-12.36372.731.09-19.85395.456.82-5.88-16.83
20Q3 (6)3680.00.00.6416.36236.840.47-6.02.171.4480.0128.57172.6623.3632.04.95-7.48-12.081.59-16.75-6.471.36-6.85147.272.753.023.322.3515.2230.991.78-3.26137.331.36-6.85147.2722.2168.186.53
20Q2 (5)3680.06.360.55120.0120.00.5019.05-3.850.80220.070.21139.9721.0620.935.35-9.17-19.431.913.24-11.981.4684.8194.672.6725.356.372.04124.18137.211.8470.3789.691.4684.8194.67--0.00
20Q1 (4)3680.270.00.25212.50.00.42121.050.00.25-64.790.0115.62-11.470.05.8926.670.01.85150.00.00.79259.090.02.13119.590.00.91225.00.01.08227.270.00.79259.090.0--0.00
19Q4 (3)367-0.270.00.08-57.890.00.19-58.70.00.7112.70.0130.6-0.150.04.65-17.410.00.74-56.470.00.22-60.00.00.97-56.50.00.28-60.560.00.33-56.00.00.22-60.00.0--0.00
19Q3 (2)3686.360.00.19-24.00.00.46-11.540.00.6334.040.0130.813.010.05.63-15.210.01.70-21.660.00.55-26.670.02.23-11.160.00.71-17.440.00.75-22.680.00.55-26.670.0--0.00
19Q2 (1)3460.00.00.250.00.00.520.00.00.470.00.0115.740.00.06.640.00.02.170.00.00.750.00.02.510.00.00.860.00.00.970.00.00.750.00.0--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)
2024/375.7974.4612.25184.4411.61184.441.08-
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-
2020/449.48-6.6526.83165.114.56133.570.7-
2020/353.0170.5333.6115.6210.0115.620.84-
2020/231.08-1.416.7162.61-4.3108.750.9-
2020/131.53-31.67-18.7231.53-18.72119.440.82-
2019/1246.1510.4721.07482.24-8.98130.60.8-
2019/1141.77-2.1414.73436.1-11.31129.990.81-
2019/1042.69-6.245.12394.32-13.4131.870.79-
2019/945.534.29-17.35351.64-15.21130.80.8-
2019/843.664.89-5.85306.11-14.88122.220.85-
2019/741.6212.65-10.77262.45-16.22118.350.88-
2019/636.94-7.14-14.17220.84-17.17115.741.03-
2019/539.791.98-15.45183.89-17.750.0N/A-
2019/439.01-1.66-8.13144.11-18.370.0N/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)4261.191.61-56.133.71-24.29708.920.876.34-18.822.60-32.991.11-54.1318.46-32.3310.47-55.067.87-53.68
2022 (9)42111.083.67-8.714.9016.95702.81-2.937.819.543.8811.172.421.6827.288.023.3-4.9416.99-1.28
2021 (8)3792.994.02118.484.19142.2724.0523.957.1335.813.49108.982.3898.3325.26158.8124.51162.717.21146.21
2020 (7)3680.271.84162.861.7313.07584.1321.135.25-8.71.677.051.20122.229.7629.619.33160.616.99168.85
2019 (6)3677.940.70-60.671.53-34.89482.24-8.995.75-10.441.56-34.730.54-54.247.53-40.623.58-59.682.6-58.33
2018 (5)3405.261.78-4.812.3540.72529.872.046.4218.892.3935.81.18-3.2812.6839.048.887.256.24-1.11
2017 (4)3239.861.8742.751.6731.5519.2918.725.40-3.051.7623.081.2237.089.1245.928.2875.86.3161.38
2016 (3)2945.761.31-20.611.27-13.01437.4212.625.57-12.281.43-26.670.89-27.056.25-17.554.71-22.533.91-17.34
2015 (2)2786.511.65-7.31.462.1388.39-2.746.353.081.951.561.22-3.947.58-0.926.08-7.464.73-6.52
2014 (1)2616.971.78-3.781.4319.17399.3319.926.1601.9201.2707.6518.976.57-0.35.06-4.17

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