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)2610.04.821.011.0-28.870.8423.53-33.333.1448.11-38.5528.848.87-2.6346.38-1.637.2410.7110.41-25.939.57-5.53-16.933.0920.23-27.82.641.15-25.4212.22-4.68-19.979.57-5.53-16.935.79-5.25-1.28
24Q2 (19)2614.824.821.00-11.5-39.760.68-26.09-44.262.1287.61-42.3926.492.71-9.1947.151.358.249.70-21.01-32.6410.13-6.12-23.782.57-18.93-38.812.61-6.79-36.9612.82-7.03-27.4110.13-6.12-23.78-2.98-11.95-24.71
24Q1 (18)2490.00.01.13-12.4-44.060.92-23.33-53.061.13-82.32-44.0625.79-8.68-20.9446.521.314.0512.28-24.1-38.3810.79-14.09-26.353.17-30.63-51.232.8-12.5-44.2213.79-15.91-29.6810.79-14.09-26.35-6.67-10.78-14.04
23Q4 (17)2490.00.01.29-9.15-38.861.20-4.76-44.446.3925.05-35.3228.24-4.66-13.1145.926.17-3.5116.1811.89-19.312.569.03-17.914.576.78-29.83.2-9.6-38.9316.407.4-13.0412.569.03-17.91-1.56-11.80-0.74
23Q3 (16)2490.00.01.42-14.46-41.081.263.28-40.285.1138.86-34.2329.621.54-8.6943.25-0.71-10.9914.460.42-33.9111.52-13.32-38.04.281.9-39.723.54-14.49-40.915.27-13.53-34.7211.52-13.32-38.0-4.52-16.14-17.24
23Q2 (15)2490.00.01.66-17.82-37.591.22-37.76-50.813.6882.18-31.3429.17-10.58-13.3143.56-2.57-11.6814.40-27.75-41.2513.29-9.28-35.894.2-35.38-49.094.14-17.53-37.3717.66-9.94-29.2213.29-9.28-35.89-5.11-11.04-23.51
23Q1 (14)2490.00.02.02-4.27-25.191.96-9.26-8.412.02-79.55-25.1932.620.371.7144.71-6.05-10.019.93-0.6-13.1214.65-4.25-34.16.5-0.15-11.685.02-4.2-25.0719.613.98-25.7214.65-4.25-34.10.28-8.36-3.44
22Q4 (13)2490.00.02.11-12.459.332.162.3723.439.8827.16112.4732.50.1822.8747.59-2.06-7.3220.05-8.36-10.6115.30-17.65-23.586.51-8.319.785.24-12.529.3918.86-19.37-18.9915.30-17.65-23.58-1.71-10.93-6.28
22Q3 (12)2490.00.02.41-9.483.972.11-14.9270.167.7744.96185.6632.44-3.646.2648.59-1.48-5.8521.88-10.737.9418.58-10.375.997.1-13.9458.135.99-9.3883.1823.39-6.2514.4318.58-10.375.990.66-5.440.49
22Q2 (11)2490.00.02.66-1.48264.382.4815.89264.715.3698.52280.1433.654.9399.3549.32-0.72-0.7224.516.8487.5320.73-6.7581.368.2512.09273.36.61-1.34265.1924.95-5.4987.3120.73-6.7581.3613.0919.2119.09
22Q1 (10)2490.00.02.7039.9297.062.1422.29463.162.70-41.94297.0632.0721.25108.9349.68-3.251.8522.942.27153.7622.2311.0490.657.3624.11429.56.739.87294.1226.4013.494.5522.2311.0490.6520.2543.6131.71
21Q4 (9)2490.00.01.9347.332044.441.7541.131650.04.6570.96330.5626.4519.2584.9751.35-0.59.7922.4310.661219.4120.0214.21175.165.9332.072370.834.7946.481895.8323.2813.891452.020.0214.21175.1625.3263.3961.74
21Q3 (8)2490.00.01.3179.45424.01.2482.35463.642.7292.91174.7522.1831.448.5651.613.889.920.2755.09299.817.5353.37337.164.49103.17490.793.2780.66427.4220.4453.45279.2217.5353.37337.1620.6843.4080.65
21Q2 (7)2490.00.00.737.3525.860.6878.951233.331.41107.3590.5416.889.9729.2549.681.856.2413.0744.582514.011.43-1.978.652.2158.993057.141.816.4726.5713.32-1.846.0511.43-1.978.658.66331.45179.47
21Q1 (6)2490.00.00.68655.56325.00.38280.0192.310.68-37.04325.015.357.3421.3448.784.3-0.229.04431.76169.0511.66642.68307.691.39479.17223.261.7608.33335.913.57804.67263.8111.66642.68307.691.56295.78112.72
20Q4 (5)2490.00.00.09-64.0-55.00.10-54.55-50.01.089.09-22.8614.3-4.222.046.77-0.4-5.881.70-66.47-58.021.57-60.85-49.840.24-68.42-57.890.24-61.29-51.021.50-72.17-61.441.57-60.85-49.84--0.00
20Q3 (4)2490.00.00.25-56.90.00.22466.670.00.9933.780.014.9314.320.046.960.430.05.07914.00.04.01-61.880.00.76985.710.00.62-56.640.05.39-57.090.04.01-61.880.0--0.00
20Q2 (3)2490.00.00.58262.50.0-0.06-146.150.00.74362.50.013.063.240.046.76-4.360.00.50-85.120.010.52267.830.00.07-83.720.01.43266.670.012.56236.730.010.52267.830.0--0.00
20Q1 (2)2490.00.00.16-20.00.00.13-35.00.00.16-88.570.012.65-9.770.048.89-1.610.03.36-17.040.02.86-8.630.00.43-24.560.00.39-20.410.03.73-4.110.02.86-8.630.0--0.00
19Q4 (1)2490.00.00.200.00.00.200.00.01.400.00.014.020.00.049.690.00.04.050.00.03.130.00.00.570.00.00.490.00.03.890.00.03.130.00.0--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)
2024/119.21-1.01-1.3199.63-9.4427.93N/A-
2024/109.3-1.360.3390.42-10.1928.53N/A-
2024/99.43-3.75-4.2881.12-11.2628.840.29-
2024/89.81.86-1.0371.69-12.128.590.29-
2024/79.624.86-2.661.89-13.6327.50.31-
2024/69.175.25-6.9852.28-15.3926.490.35-
2024/58.711.23-10.2743.11-16.9925.770.36-
2024/48.611.86-10.3434.39-18.5425.290.37-
2024/38.452.65-23.8825.79-20.9525.790.37-
2024/28.23-9.59-23.5817.34-19.4426.980.35-
2024/19.11-5.55-15.299.11-15.2928.070.34-
2023/129.643.34-11.28119.66-8.4128.240.42-
2023/119.330.64-12.25110.02-8.1528.450.42-
2023/109.27-5.9-15.73100.69-7.7529.020.41-
2023/99.85-0.49-7.7191.42-6.8629.620.55-
2023/89.90.24-8.8681.57-6.7529.630.55-
2023/79.870.15-9.4171.67-6.4529.440.56-
2023/69.861.53-11.7361.79-5.9629.170.61-
2023/59.711.14-13.7951.93-4.7830.410.58-
2023/49.6-13.51-14.3842.22-2.4431.470.56-
2023/311.13.040.4432.621.7232.620.71-
2023/210.770.212.5221.522.432.390.71-
2023/110.75-1.072.2710.752.2732.250.72-
2022/1210.872.216.37130.6561.5932.50.93因量產營收增加
2022/1110.63-3.3520.1119.7867.4932.310.93因量產營收增加
2022/1011.03.0533.24109.1574.1932.540.93因量產營收增加
2022/910.67-1.7327.0898.1580.432.440.99因量產營收增加
2022/810.86-0.3448.5287.4890.1432.930.97因量產營收增加
2022/710.9-2.4168.5976.6298.033.340.96因量產營收增加
2022/611.17-0.8396.0365.72103.933.650.7因量產營收增加
2022/511.260.46101.2954.55105.5933.530.71因量產營收增加
2022/411.211.45100.7943.28106.7532.770.72因量產營收增加
2022/311.055.1891.2532.07108.9132.070.53因量產營收增加
2022/210.51-0.02122.1221.02119.5830.350.56因量產營收增加
2022/110.5112.55117.0910.51117.0928.70.59因量產營收增加
2021/129.345.4898.4880.8547.1226.450.5因量產營收增加
2021/118.857.2282.7971.5142.3225.510.52因量產營收增加
2021/108.26-1.773.6562.6638.023.970.55因量產營收增加
2021/98.414.8367.6454.4133.8322.180.45因量產營收增加
2021/87.3113.1245.7346.0129.0819.480.52-
2021/76.4713.4631.7738.6926.3517.760.57-
2021/65.71.8212.3632.2325.3116.880.47-
2021/55.60.2129.4626.5328.516.960.46-
2021/45.58-3.3552.1820.9328.2416.090.49110/04較109/04營收差異達50%,主要係今年NRE收入增加
2021/35.7822.1529.9215.3521.315.350.41-
2021/24.73-2.2916.199.5716.6214.310.44-
2021/14.842.2517.054.8417.0514.420.44-
2020/124.73-2.231.2654.983.6114.330.35-
2020/114.841.85-3.7850.253.8414.610.34-
2020/104.75-5.110.1845.414.7214.780.34-
2020/95.01-0.17-8.0940.654.1214.930.46-
2020/85.022.28-5.1235.646.1115.00.46-
2020/74.91-3.24-5.2130.628.2114.30.48-
2020/65.0717.3116.9525.7211.2113.060.5-
2020/54.3217.81.1720.659.8912.440.52-
2020/43.67-17.493.6216.3212.4612.190.53-
2020/34.459.2410.2412.6515.3112.650.5-
2020/24.07-1.5623.728.2118.2512.880.49-
2020/14.14-11.5313.324.1413.320.0N/A-
2019/124.68-7.18.9853.068.190.0N/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)2490.06.37-34.85.65-36.45119.66-8.4144.35-9.1216.34-26.9213.05-32.0719.56-33.0420.7-32.2915.89-35.27
2022 (9)2490.09.77110.568.89119.51130.6561.648.80-3.5422.3628.9519.2120.3629.21108.3530.57103.5324.55112.37
2021 (8)2490.04.64329.634.05912.580.8547.1350.596.9317.34539.8515.96242.4914.02840.9415.02379.8711.56331.34
2020 (7)2490.01.08-22.860.40-68.2554.953.5647.31-10.332.71-63.914.66-26.51.49-62.563.13-24.942.68-22.99
2019 (6)2490.01.4033.331.2643.1853.068.1852.76-0.667.5130.166.3419.173.9840.644.1731.963.4832.32
2018 (5)2491.221.05-68.840.88-71.9749.05-8.253.117.145.77-2.045.32-66.012.83-10.163.16-4.532.63-68.54
2017 (4)2460.03.37195.613.14168.3853.43-16.849.5712.995.897.8815.65258.123.15-10.263.311.228.36197.51
2016 (3)246-32.61.14-8.81.17-27.3364.22-2.3743.87-8.075.46-31.924.37-37.213.51-33.43.27-42.432.81-39.05
2015 (2)365-11.191.25-23.311.61-31.4965.7814.5647.72-7.798.02-37.596.96-40.825.27-28.595.68-29.354.61-32.11
2014 (1)4111.231.63-17.682.35-26.3357.42-17.3351.75012.85011.7607.38-26.578.04-19.036.79-17.09

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