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)11151.026.132.5449.4175.173.100.9880.235.8578.3591.182612.567.2356.24.19-7.138.281.60-8.5718.521.0720.2240.7941.74-2.1184.7728.3631.91121.561.3610.5740.211.0720.2240.7916.8528.8427.62
24Q2 (19)11048.9825.031.708.28115.193.0754.27104.673.28108.92103.732436.4726.47107.434.5178.2625.981.7528.680.570.895.954.7142.6463.31108.9221.535.22122.81.2319.427.890.895.954.7114.0120.6642.17
24Q1 (18)101314.7215.111.5733.0591.461.9930.0728.391.57-62.9791.461926.511.5660.42.53-3.8-26.671.3634.65-17.580.8464.7135.4826.1136.231.6715.952.3119.921.0356.0627.160.8464.7135.487.497.219.51
23Q4 (17)883-0.113.271.18-18.62-11.941.53-11.05-22.734.2438.56-50.751896.9613.4120.472.63-13.2-17.031.01-25.19-39.520.51-32.89-30.1419.17-15.14-27.0310.44-18.44-9.060.66-31.96-34.00.51-32.89-30.1427.9132.461.81
23Q3 (16)8840.110.571.4583.54-38.031.7214.67-20.743.0690.06-58.251672.642.47.453.03-15.36-5.021.35-22.41-28.190.76-10.59-42.4222.5910.68-22.6612.832.64-37.80.97-14.91-40.850.76-10.59-42.4220.1039.945.72
23Q2 (15)8830.342.560.79-3.66-64.891.50-3.23-31.511.6196.34-67.81174.6-2.2-9.733.583.77-7.251.745.45-29.550.8537.1-49.720.412.92-36.69.6533.47-56.261.1440.74-50.430.8537.1-49.7-12.96-21.23-12.47
23Q1 (14)8802.9210.00.82-38.81-70.41.55-21.72-28.90.82-90.48-70.41201.03-23.73-6.133.458.83-9.211.65-1.2-30.080.62-15.07-63.7419.83-24.51-34.257.23-37.02-67.40.81-19.0-63.010.62-15.07-63.74-11.29-40.78-15.24
22Q4 (13)855-2.738.231.34-42.74-49.811.98-8.76-4.358.6117.46-13.551574.651.1522.023.17-0.63-13.151.67-11.17-26.750.73-44.7-54.6626.27-10.07-10.6511.48-44.22-45.541.00-39.02-52.830.73-44.7-54.6610.39-19.37-4.83
22Q3 (12)8792.0911.412.344.0-17.892.17-0.917.967.3346.60.411556.6919.6330.73.19-17.36-17.571.88-23.89-23.271.32-21.89-30.8929.21-9.260.1720.58-6.71-10.721.64-28.7-34.41.32-21.89-30.8910.66-7.38-0.23
22Q2 (11)8617.629.262.25-18.77-11.422.190.4615.265.0080.5112.361301.211.727.453.861.58-6.312.474.66-6.081.69-1.17-13.7832.196.7319.8422.06-0.5410.242.305.02-8.371.69-1.17-13.780.42-7.512.88
22Q1 (10)8001.271.522.773.7544.272.185.3149.322.77-72.1944.271279.43-0.8631.033.804.117.042.363.5114.561.716.2111.7630.162.5949.6822.185.2246.892.193.312.891.716.2111.763.74-1.294.15
21Q4 (9)7900.138.672.67-6.3257.062.072.9988.189.9636.4490.81290.498.3518.33.65-5.6831.292.28-6.9458.331.61-15.7142.4829.40.8287.521.08-8.5570.412.12-15.246.211.61-15.7142.4812.502.944.39
21Q3 (8)7890.130.252.8512.295.212.015.79101.07.3064.04101.661191.0516.6629.663.87-6.0728.572.45-6.8460.131.91-2.5552.829.168.56107.2523.0515.19100.092.50-0.459.241.91-2.5552.810.6122.2417.96
21Q2 (7)7880.06.782.5432.29137.381.9030.14113.484.45131.77110.91020.964.5636.634.1216.0622.992.6327.6765.411.9628.184.9126.8633.3126.4820.0132.52153.612.5129.3890.151.9628.184.91-2.9722.6131.43
21Q1 (6)7888.3933.111.9212.9484.621.4632.7365.911.92-63.2284.62976.46-10.4926.033.5527.710.942.0643.0638.261.5335.491.2520.1528.5174.4615.122.07145.131.9433.7992.081.5335.491.254.1314.6921.36
20Q4 (5)727-7.6224.271.7016.4440.51.1010.07.845.2244.220.831090.918.7512.732.78-7.64-4.471.44-5.882.861.13-9.654.7915.6811.4415.4612.377.3874.961.45-7.6451.041.13-9.654.79--0.00
20Q3 (4)7876.640.01.4636.450.01.0012.360.03.6271.560.0918.6222.940.03.01-10.150.01.53-3.770.01.2517.920.014.0718.630.011.5246.010.01.5718.940.01.2517.920.0--0.00
20Q2 (3)73824.660.01.072.880.00.891.140.02.11102.880.0747.24-3.550.03.354.690.01.596.710.01.0632.50.011.862.680.07.8928.080.01.3230.690.01.0632.50.0--0.00
20Q1 (2)5921.20.01.04-14.050.00.88-13.730.01.04-75.930.0774.76-19.940.03.209.970.01.496.430.00.809.590.011.55-14.950.06.16-12.870.01.015.210.00.809.590.0--0.00
19Q4 (1)5850.00.01.210.00.01.020.00.04.320.00.0967.740.00.02.910.00.01.400.00.00.730.00.013.580.00.07.070.00.00.960.00.00.730.00.0--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)
2024/11674.5-31.586.638636.0261.22505.62N/A收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/10985.9716.6645.787961.5168.512646.52N/A收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/9845.153.6434.376975.5472.312612.560.55收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/8815.4-14.3461.876130.479.282526.510.57收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/7952.0125.4176.315315.082.292513.20.57收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/6759.1-5.3586.124362.9883.652436.470.56收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/5802.09-8.36118.613603.8883.142348.040.58收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/4875.2830.5118.892801.875.012064.830.66收購Future Electronics、半導體產業循環的基期差異、公司市佔率的提升。
2024/3670.6729.2572.021926.5160.41926.510.52半導體產業循環的基期差異與公司市占率的提升
2024/2518.88-29.5961.541255.8454.811843.90.54半導體產業循環的基期差異與公司市占率的提升
2024/1736.9625.3250.4736.9650.41957.580.51半導體產業循環與工作天數的基期差異與公司市占率的提升
2023/12588.06-7.033.595945.194.081896.960.5-
2023/11632.56-6.4746.525357.134.131937.830.49-
2023/10676.347.5317.564724.570.251808.990.53-
2023/9628.9324.85-1.294048.23-2.151672.60.56-
2023/8503.72-6.711.63419.3-2.31451.510.64-
2023/7539.9532.3915.332915.58-4.361314.680.71-
2023/6407.8411.15-6.092375.63-7.941174.60.8-
2023/5366.9-8.24-13.341967.79-8.311156.630.81-
2023/4399.862.56-9.831600.89-7.081110.920.84-
2023/3389.8721.38-17.381201.03-6.121201.030.76-
2023/2321.19-34.44-1.18811.160.451378.820.66-
2023/1489.97-13.681.55489.971.551489.330.61-
2022/12567.6631.4925.445711.9727.521574.650.58-
2022/11431.7-24.95-8.155144.3127.761644.170.55-
2022/10575.29-9.7156.354712.6132.511663.810.54因完成收購世健科技,認列其營收。
2022/9637.1841.1750.624137.3329.751556.690.65因收購世健科技完成,認列其營收。
2022/8451.35-3.5911.563500.1526.561353.830.75-
2022/7468.167.7928.83048.829.131325.90.77-
2022/6434.322.5730.662580.6429.191301.210.65-
2022/5423.42-4.5228.062146.3228.91338.80.63-
2022/4443.47-6.0223.891722.929.111240.420.69-
2022/3471.9145.1839.691279.4331.021279.430.56-
2022/2325.04-32.6323.42807.5226.441260.030.57-
2022/1482.486.6228.55482.4828.551405.040.51-
2021/12452.52-3.7228.144478.9626.821290.490.52-
2021/11470.0427.7520.254026.4526.681260.980.53-
2021/10367.93-13.026.053556.427.581195.510.56-
2021/9423.014.5516.283188.4730.641191.050.55-
2021/8404.5711.347.462765.4633.151100.440.6-
2021/7363.479.3429.572360.8930.971026.490.64-
2021/6332.40.5339.891997.4331.231020.960.53-
2021/5330.62-7.6343.221665.0229.631026.370.53-
2021/4357.945.9528.381334.4126.65959.090.56-
2021/3337.8128.28-4.49976.4626.03976.460.51-
2021/2263.34-29.8351.63638.6551.68991.770.5因為疫情發生造成經濟活動暫停,使得去年二月份基期較低,加上宅經濟與全球數位化加速,因此電子產品與其零組件需求大幅提升。
2021/1375.316.2851.71375.3151.711119.290.44因去年農曆年在一月工作天數較少,基期較低影響,加上因疫情與宅經濟帶動全球數位化加速,因此電子產品與其零組件需求大幅提升。
2020/12353.12-9.6530.973531.525.351090.90.41-
2020/11390.8612.6617.113178.413.111101.550.4-
2020/10346.93-4.62-4.792787.551.41985.050.45-
2020/9363.7632.584.582440.622.36918.620.46-
2020/8274.36-2.19-11.962076.861.99792.460.53-
2020/7280.518.05-7.251802.54.51748.950.56-
2020/6237.62.92-3.991522.07.01747.240.63-
2020/5230.84-17.19-8.931284.49.33863.350.54-
2020/4278.79-21.1713.11053.5514.36806.170.58-
2020/3353.71103.6656.19774.7614.82774.760.56因二月中國春節延長與COVID-19疫情影響供應鏈導致二月基期降低
2020/2173.67-29.79-6.86421.05-6.07690.650.63-
2020/1247.38-8.24-5.51247.38-5.510.0N/A-
2019/12269.6-19.2118.723351.8722.590.0N/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)8833.274.17-51.116.29-26.175945.194.083.10-10.661.38-33.010.67-49.6282.0-30.4151.95-47.5840.12-47.42
2022 (9)8558.238.53-12.518.5214.525711.9727.533.47-8.442.06-12.711.33-24.0117.8311.6199.11-2.6476.31-3.69
2021 (8)7908.679.7592.697.4492.254478.9626.833.7924.262.3656.291.7563.55105.5798.59101.8112.1379.23108.83
2020 (7)72724.275.0621.053.87-3.493531.525.363.05-5.281.51-3.821.0740.7953.161.247.9945.0337.9449.9
2019 (6)5855.64.18-11.254.011.263351.8722.593.22-17.221.57-18.230.76-25.4952.53-0.0233.09-8.6225.31-8.89
2018 (5)55415.664.71-3.683.9632.442734.1644.343.89-12.581.92-7.251.02-23.3152.5434.136.2116.6227.7810.24
2017 (4)4791.74.8940.522.9957.371894.1931.414.45-7.292.0721.051.3312.7139.1859.231.0552.3625.248.32
2016 (3)4716.563.48-22.321.900.531441.4726.894.80-14.741.71-21.561.18-32.5724.61-0.6120.38-13.2816.99-14.32
2015 (2)44224.864.48-13.511.892.721135.985.415.63-1.922.18-4.391.752.9424.760.5723.54.6819.837.95
2014 (1)3544.735.1834.21.8444.881077.6722.85.7402.2801.70024.6240.3622.4536.8918.3740.87

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