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)841.21.20.31-75.971650.0-0.1534.7828.571.3729.25228.040.6316.6714.5531.9262.0339.21-21.1448.4942.4434.97-81.74627.45-0.1340.9135.00.26-75.72700.040.21-79.3706.4934.97-81.74627.458.34292.4517.39
24Q2 (19)830.00.01.29660.87343.4-0.230.0-9.521.06560.87200.00.540.01.8919.70-15.78-23.17-41.042.33-15.54191.54565.24324.21-0.224.35-15.791.07663.16343.18194.25571.82327.3191.54565.24324.212.94319.9119.73
24Q1 (18)830.00.0-0.23-21.0556.6-0.2339.4747.73-0.2381.7556.60.545.88-3.5723.39267.31135.9-42.0246.0364.48-41.1712.7968.52-0.2342.565.15-0.19-26.6756.82-41.177.8168.39-41.1712.7968.52-0.69-435.52-20.74
23Q4 (17)830.00.0-0.19-850.0-108.88-0.38-80.9525.49-1.26-17.76-145.490.51-7.27-8.93-13.98-160.9779.13-77.86-111.9837.38-47.21-612.07-117.8-0.4-100.042.86-0.15-1400.0-108.43-44.66-573.6-116.58-47.21-612.07-117.8-1.75-376.88-40.48
23Q3 (16)830.00.0-0.0296.2371.43-0.210.0-90.91-1.07-0.94-269.840.553.77-52.1722.93-10.57379.71-36.73-3.41-251.82-6.6392.2440.75-0.2-5.26-66.67-0.0197.7383.33-6.6392.2416.29-6.6392.2440.75-0.8048.1226.14
23Q2 (15)830.00.0-0.530.0-212.77-0.2152.2762.5-1.06-100.0-251.430.53-5.36-20.925.64139.35233.33-35.5269.9759.64-85.4334.67-270.15-0.1971.2167.8-0.440.0-212.82-85.4634.38-311.38-85.4334.67-270.15-2.68-62.3833.00
23Q1 (14)830.00.0-0.53-124.77-330.43-0.4413.73-238.46-0.53-119.13-330.430.560.0-26.32-65.162.73-471.28-118.304.85-643.56-130.77-149.31-734.5-0.665.71-450.0-0.44-124.72-331.58-130.23-148.34-651.35-130.77-149.31-734.5-25.651516.18-174.95
22Q4 (13)830.00.02.143157.1448.61-0.51-363.64-2450.02.77339.6833.170.56-51.3-45.63-66.99-1501.46-363.74-124.33-1090.9-16459.21265.202469.97131.35-0.7-483.33-7100.01.783066.6748.33269.413501.64127.6265.202469.97131.3510.171521.12-141.64
22Q3 (12)830.00.0-0.07-114.89-125.93-0.1180.36-210.00.63-10.0-1.561.1571.64-2.544.78124.86-84.99-10.4488.14-208.75-11.19-122.29-160.62-0.1279.66-209.09-0.06-115.38-127.27-7.92-119.59-136.73-11.19-122.29-160.6229.90-5.27-125.20
22Q2 (11)830.00.00.47104.35113.64-0.56-330.77-530.770.70204.3589.190.67-11.84-44.63-19.23-209.57-163.95-88.01-453.17-1076.850.21143.62242.5-0.59-391.67-636.360.39105.26116.6740.4371.17172.6250.21143.62242.5-19.0210.16-440.38
22Q1 (10)830.00.00.23-84.0353.33-0.13-550.0-550.00.23-88.9453.330.76-26.21-16.4817.55-30.91-25.0-15.91-2193.42-389.5420.61-82.0266.08-0.12-1300.0-300.00.19-84.1758.3323.62-80.0590.3320.61-82.0266.08-19.46174.65-335.00
21Q4 (9)830.00.01.44433.33157.14-0.02-120.071.432.08225.0285.191.03-12.7111.9625.40-20.2325.120.76-92.08111.39114.63520.96137.620.01-90.91116.671.2445.45160.87118.37449.03140.59114.63520.96137.62-7.60228.03-71.54
21Q3 (8)830.00.00.2722.73350.00.10-23.08350.00.6472.973300.01.18-2.4825.5331.845.8933.59.606.55291.6218.4625.92372.120.110.0320.00.2222.22340.021.5645.38451.4118.4625.92372.1215.2434.70363.46
21Q2 (7)830.0-1.190.2246.67266.670.13750.0262.50.37146.67562.51.2132.9751.2530.0728.538.579.01377.23173.6114.6618.13351.080.11466.67210.00.1850.0260.014.8319.5356.3114.6618.13351.0815.94-13.27410.72
21Q1 (6)830.00.00.15-73.21207.14-0.0271.4386.670.15-72.22207.140.91-1.0930.023.4015.2742.68-3.2551.2784.4612.41-74.27169.06-0.0350.080.00.12-73.91209.0912.41-74.78169.0612.41-74.27169.06-1.61380.06-1.78
20Q4 (5)830.00.00.56833.33273.33-0.07-75.00.00.542800.0157.140.92-2.13-9.820.30-14.88-9.33-6.67-33.133.0548.241133.76295.09-0.06-20.014.290.46820.0253.8549.201158.31301.3148.241133.76295.09--0.00
20Q3 (4)83-1.190.00.060.00.0-0.0450.00.0-0.0275.00.00.9417.50.023.859.910.0-5.0159.070.03.9120.310.0-0.0550.00.00.050.00.03.9120.310.03.9120.310.0--0.00
20Q2 (3)841.20.00.06142.860.0-0.0846.670.0-0.0842.860.00.814.290.021.7032.320.0-12.2441.490.03.25118.090.0-0.133.330.00.05145.450.03.25118.090.03.25118.090.0--0.00
20Q1 (2)830.00.0-0.14-193.330.0-0.15-114.290.0-0.14-166.670.00.7-31.370.016.40-26.750.0-20.92-204.070.0-17.97-247.170.0-0.15-114.290.0-0.11-184.620.0-17.97-246.570.0-17.97-247.170.0--0.00
19Q4 (1)830.00.00.150.00.0-0.070.00.00.210.00.01.020.00.022.390.00.0-6.880.00.012.210.00.0-0.070.00.00.130.00.012.260.00.012.210.00.0--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)
2024/110.17-8.36-19.482.063.530.57N/A-
2024/100.19-6.7229.911.896.340.58N/A-
2024/90.211.84-0.691.74.220.620.46-
2024/80.18-23.846.551.494.930.60.49-
2024/70.2436.9740.221.314.710.590.49-
2024/60.171.3510.571.07-0.880.540.48-
2024/50.17-9.39-3.630.9-2.840.570.46-
2024/40.19-6.86-0.590.73-2.650.520.5-
2024/30.259.95-21.850.54-3.360.540.54-
2024/20.13-37.353.730.3313.130.480.6-
2024/10.237.0319.930.219.930.520.56-
2023/120.15-12.1419.682.09-30.310.460.67-
2023/110.1715.69-7.951.94-34.970.520.6-
2023/100.15-28.69-36.191.77-36.740.520.59-
2023/90.2120.01-18.711.63-36.790.550.75-
2023/80.170.21-3.521.42-38.750.50.82-
2023/70.178.0-76.361.25-41.660.510.81客戶需求減少
2023/60.16-11.67-24.761.08-24.090.530.81-
2023/50.18-6.53-23.270.92-23.970.630.68-
2023/40.19-26.78-14.910.75-24.140.580.75-
2023/30.26112.34-16.330.55-26.880.550.81-
2023/20.12-27.56-15.150.29-34.270.421.08-
2023/10.1736.75-43.490.17-43.490.480.94-
2022/120.12-32.43-39.533.0-30.70.541.86-
2022/110.18-19.8-42.42.99-27.570.671.5-
2022/100.23-9.16-54.812.81-26.330.661.52本年度大陸地區受疫情影響,營收較去年下降。
2022/90.2542.44-30.012.58-21.961.151.31-
2022/80.18-75.45-52.612.32-20.971.111.36本月較上月減少半導體部門之銷售
2022/70.72243.8362.392.15-16.361.161.3本月增加半導體部門銷售
2022/60.21-9.92-50.421.43-32.850.673.19本月較去年同期因大陸地區疫情致出貨較少
2022/50.233.64-39.771.22-28.480.772.77-
2022/40.22-28.0-44.280.98-25.150.683.12-
2022/30.31115.31-21.850.76-16.660.762.23-
2022/20.14-51.76-3.790.45-12.590.652.6-
2022/10.346.32-16.290.3-16.290.832.05-
2021/120.21-35.63-43.964.3329.291.030.8-
2021/110.32-37.0816.54.1338.291.190.7-
2021/100.5140.6881.363.8140.51.240.67本月訂單增加
2021/90.36-3.55-2.13.335.791.180.74-
2021/80.37-15.8616.812.9442.561.240.7-
2021/70.444.9777.512.5747.291.250.69本期較去年同期接單量增加
2021/60.429.4270.312.1242.221.210.63本期較去年同期接單量增加
2021/50.39-4.1247.61.736.611.190.65-
2021/40.40.9841.481.3133.680.950.81-
2021/30.4165.0723.340.9130.480.910.77-
2021/20.15-58.028.020.5136.680.880.8-
2021/10.36-2.0453.810.3653.811.00.7本月訂單較去年同期訂單增加
2020/120.3733.8113.63.35-20.120.920.7-
2020/110.27-2.04-33.492.98-22.930.920.69-
2020/100.28-24.05-2.192.71-21.680.970.66-
2020/90.3715.08-11.612.43-23.430.940.74-
2020/80.3227.84-3.192.06-25.220.820.84-
2020/70.250.71-36.581.74-28.210.760.91-
2020/60.25-5.16-28.771.49-26.590.80.77-
2020/50.26-8.1-36.911.24-26.140.870.7-
2020/40.29-11.95-16.10.98-22.620.750.81-
2020/30.32132.15-14.320.7-25.00.71.02-
2020/20.14-40.23-13.440.37-32.330.71.02-
2020/10.23-27.65-40.130.23-40.130.0N/A-
2019/120.32-21.66-2.874.22.70.0N/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)830.0-1.260-1.2602.14-31.85-8.040-67.380-67.840-1.450-1.440-1.050
2022 (9)830.02.7733.17-1.3103.14-27.65-10.120-48.76059.1151.37-1.5301.875.652.333.72
2021 (8)830.02.08285.190.1804.3429.1728.0334.634.62039.05243.750.201.77353.851.72282.22
2020 (7)830.00.54157.14-0.3503.36-19.8120.82-0.05-10.49011.36188.32-0.3500.39129.410.45150.0
2019 (6)830.00.210-0.2504.192.720.838.55-5.2603.94398.73-0.2200.17325.00.180
2018 (5)830.0-0.020-0.4204.08-8.7219.1922.39-7.5000.790-0.3100.040-0.010
2017 (4)830.0-0.140-0.7104.47-0.4515.680-12.130-1.110-0.540-0.050-0.110
2016 (3)830.0-1.590-1.4504.49-10.74-1.650-38.280-41.300-1.720-1.820-1.320
2015 (2)830.0-1.770-1.5505.03-15.75-2.510-42.140-46.480-2.120-2.290-1.470
2014 (1)83-45.03-1.070-1.4405.97-4.942.850-31.170-25.990-1.860-1.540-0.890

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