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)452.272.27-0.18-28.57-50.0-0.160.00.0-0.46-70.37-4.550.010099.8158.730-640.4980.1990.59-752.8072.2585.07-0.070.00.0-0.08-33.33-60.0-752.8072.2785.07-752.8072.2585.070.00-18.135.55
24Q2 (19)440.00.0-0.14-7.69-16.67-0.1611.110.0-0.27-107.6915.6200062.882356.25117.28-3232.7520.97-62.6-2712.668.09-92.55-0.0712.512.5-0.060.0-20.0-2714.858.01-92.71-2712.668.09-92.550.0019.075.55
24Q1 (18)440.00.0-0.1345.8335.0-0.180.010.0-0.1380.8835.000-100.02.567.56-93.81-4090.7719.2-385.67-2951.2852.58-231.25-0.0811.110.0-0.0640.033.33-2951.2852.58-231.25-2951.2852.58-231.250.00-27.09-6.25
23Q4 (17)440.00.0-0.24-100.0-14.29-0.18-12.5-12.5-0.68-54.55-100.00002.380-97.61-5063.1025.64-60.64-6223.21-23.4-61.41-0.09-28.57-12.5-0.1-100.0-11.11-6223.21-23.4-61.41-6223.21-23.4-61.410.00-50.00-6.25
23Q3 (16)440.00.0-0.120.0-50.0-0.160.0-23.08-0.44-37.5-266.670000.00-100.0-100.0-6809.35-242.5-34.93-5042.99-257.97-82.62-0.0712.5-16.67-0.050.0-66.67-5042.99-257.97-82.62-5042.99-257.97-82.62-50.0020.0010.00
23Q2 (15)440.00.0-0.1240.0-500.0-0.1620.0-23.08-0.32-60.0-540.00-100.0028.94-30.010-1988.11-136.040-1408.79-58.120-0.080.0-33.33-0.0544.44-600.0-1408.79-58.120-1408.79-58.120-50.0022.38-2.50
23Q1 (14)440.00.0-0.204.76-185.71-0.20-25.0-122.22-0.2041.18-185.710.010-98.2541.35-58.4834358.33-842.2973.28-10337.3-890.9476.89-15585.56-0.080.0-60.0-0.090.0-200.0-890.9476.89-15585.56-890.9476.89-15585.560.00-78.87-24.04
22Q4 (13)440.00.0-0.21-162.5-31.25-0.16-23.08-77.78-0.34-183.33-3.0300-100.099.59-0.415254.3-3151.8537.55-68418.48-3855.56-39.62-49203.84-0.08-33.33-100.0-0.09-200.0-28.57-3855.56-39.62-49203.84-3855.56-39.62-49203.840.00-264.59-11.54
22Q3 (12)440.00.0-0.08-366.67-700.0-0.130.0-550.0-0.12-140.029.4100-100.0100.0005614.29-5046.720-753141.79-2761.480-587448.94-0.060.0-500.0-0.03-400.0-200.0-2761.480-587448.94-2761.480-587448.94-50.00-111.91-22.22
22Q2 (11)440.00.00.03142.86200.0-0.13-44.44-550.0-0.0528.5768.750-100.0-100.00.00-100.0-100.00.00100.0100.00.00100.0100.0-0.06-20.0-500.00.01133.33200.00.00100.0100.00.00100.0100.0-67.6199.56-22.22
22Q1 (10)440.00.0-0.0756.2546.15-0.090.00.0-0.0778.7946.150.57-35.23-40.620.12-93.55-78.18-8.07-75.43-83.41-5.6827.370.0-0.05-25.0-25.0-0.0357.1440.0-5.6827.370.0-5.6827.370.0-31.25-721.88-175.00
21Q4 (9)440.00.0-0.16-1500.079.22-0.09-350.055.0-0.33-94.1267.330.88-27.2718.921.866.2930.99-4.60-586.57-286.55-7.82-1563.8382.79-0.04-300.0-300.0-0.07-600.079.41-7.82-1563.8377.35-7.82-1563.8382.79-11.93-716.66-175.00
21Q3 (8)440.00.0-0.0166.6775.0-0.020.00.0-0.17-6.2529.171.213.4286.151.759.37-82.09-0.6744.1773.83-0.4762.181.57-0.010.050.0-0.010.050.0-0.4762.188.48-0.4762.181.5712.6571.8038.89
21Q2 (7)440.02.33-0.0376.9285.71-0.0277.7888.89-0.16-23.0820.01.1721.8825.811.60190.91144.69-1.2072.7389.29-1.2478.1787.22-0.0175.090.0-0.0180.088.89-1.2478.1789.83-1.2478.1787.2225.8080.0266.39
21Q1 (6)440.00.0-0.1383.12-1400.0-0.0955.0-125.0-0.1387.13-1400.00.9629.73-20.00.55-61.27-74.54-4.40-269.75-87.23-5.6887.5-1770.59-0.04-300.0-33.33-0.0585.290-5.6883.55-560.47-5.6887.5-1770.5921.79-870.94-422.50
20Q4 (5)440.00.0-0.77-1825.0-120.0-0.20-900.00.0-1.01-320.832.880.7413.85-38.841.42-85.47-69.79-1.1953.5278.64-45.43-1681.57-262.86-0.0150.085.71-0.34-1600.0-126.67-34.53-746.32-217.08-45.43-1681.57-262.86--0.00
20Q3 (4)442.330.0-0.0480.950.0-0.0288.890.0-0.24-20.00.00.65-30.110.09.77372.910.0-2.5677.140.0-2.5573.710.0-0.0280.00.0-0.0277.780.0-4.0866.530.0-2.5573.710.0--0.00
20Q2 (3)43-2.270.0-0.21-2200.00.0-0.18-350.00.0-0.20-2100.00.00.93-22.50.0-3.58-265.740.0-11.20-376.60.0-9.70-2952.940.0-0.1-233.330.0-0.0900.0-12.19-1317.440.0-9.70-2952.940.0--0.00
20Q1 (2)440.00.00.01102.860.0-0.0480.00.00.01100.960.01.2-0.830.02.16-54.040.0-2.3557.810.00.34102.720.0-0.0357.140.00100.00.0-0.8692.10.00.34102.720.0--0.00
19Q4 (1)440.00.0-0.350.00.0-0.200.00.0-1.040.00.01.210.00.04.700.00.0-5.570.00.0-12.520.00.0-0.070.00.0-0.150.00.0-10.890.00.0-12.520.00.0--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)
2024/110.01112.341742.850.0391.410.02N/A本公司自113年第二季起, 增加鋁錠、電解銅等有色金屬買賣, 故營業收入增加。
2024/100.0-30.67767.850.0230.540.02N/A111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/90.0189.97525.890.012.260.010.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/80.00.00.00.01-41.280.010.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/70.0-100.00.00.0-68.640.00.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/60.00.0-6.840.0-68.640.00.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/50.0-100.0-100.00.0-76.140.00.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/40.09.52-2.120.0-72.770.00.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/30.055.55-86.290.0-79.680.00.0111年第二季起以開發大陸市場為主,但因逢新冠肺炎疫情期間,且又碰到中美貿易戰,大陸市場需求一直沒有起色。
2024/20.0-5.26-80.980.0-68.010.00.0受大陸地區疫情影響
2024/10.01.78-9.520.0-9.520.00.0-
2023/120.00.0-49.540.02-97.160.00.0受大陸地區疫情影響
2023/110.00.0-41.050.02-97.250.00.0受大陸地區疫情影響
2023/100.0-50.051.350.02-97.350.00.0受大陸地區疫情影響
2023/90.00.0128.570.01-97.440.00.0受大陸地區疫情影響
2023/80.00.0-100.00.01-97.630.00.0受大陸地區疫情影響
2023/70.0-100.0-100.00.01-97.630.00.0受大陸地區疫情影響
2023/60.0-2.010.00.01-97.630.00.0受大陸地區疫情影響
2023/50.058.510.00.01-97.890.010.0受大陸地區疫情影響
2023/40.0-84.660.00.01-98.150.010.0受大陸地區疫情影響
2023/30.01115.84-96.370.01-98.310.010.0受大陸地區疫情影響
2023/20.0350.79-98.70.0-99.130.00.0受大陸地區疫情影響
2023/10.0-43.24-99.650.0-99.650.00.0受大陸地區疫情影響
2022/120.016.84-99.610.57-86.360.00.0受大陸地區疫情影響
2022/110.0156.75-99.640.57-85.380.00.0受大陸地區疫情影響
2022/100.0-24.48-99.880.57-84.330.00.0受大陸地區疫情影響
2022/90.036.11-99.860.57-82.840.00.0受大陸地區疫情影響
2022/80.0-2.7-99.90.57-80.690.00.0受大陸地區疫情影響
2022/70.00.0-99.910.57-77.730.00.0受大陸地區疫情影響
2022/60.00.0-100.00.57-73.160.00大陸地區因疫情影響,無法取得增值稅發票
2022/50.00.0-100.00.57-65.740.170.0因調整銷貨地區所致
2022/40.0-100.0-100.00.57-58.40.390.0因調整銷貨地區所致
2022/30.17-22.76-48.940.57-40.660.570.0-
2022/20.2220.17-48.360.4-36.30.690.0-
2022/10.18-37.27-11.450.18-11.450.740.0-
2021/120.298.28-3.564.2119.390.880.09-
2021/110.27-15.6311.643.9221.530.960.08-
2021/100.32-15.0757.793.6522.331.090.07磷銅球收入增加
2021/90.37-5.3174.183.3419.761.210.02磷銅球銷售增加
2021/80.4-9.5491.032.9615.21.290.02磷銅球銷售增加
2021/70.44-5.1194.932.568.561.190.03磷銅球銷售增加
2021/60.4656.9558.082.13-0.51.170.06磷銅球及電子零組件收入皆增加
2021/50.29-28.39-4.211.67-9.761.040.07-
2021/40.4123.7521.991.37-10.861.170.06-
2021/30.33-21.88-10.770.96-20.050.960.06-
2021/20.42106.11.920.63-24.190.930.06-
2021/10.21-31.69-50.40.21-50.40.750.08去年磷銅球業務因受大陸疫情轉急單至本公司,故營收較有增加;而今年恢復常態,故較去年同期減少
2020/120.325.37-35.033.53-24.50.740.01-
2020/110.2419.23-40.593.23-23.340.660.02-
2020/100.2-6.24-40.792.99-21.50.620.02-
2020/90.223.83-36.642.78-19.610.650.14-
2020/80.21-7.69-33.832.57-17.750.720.12-
2020/70.22-23.05-29.552.36-15.970.820.11-
2020/60.29-4.94.612.14-14.230.930.41-
2020/50.31-8.8-7.91.85-16.61.010.37-
2020/40.34-9.48-21.551.54-18.141.120.34-
2020/30.37-10.76-43.451.2-17.141.20.42-
2020/20.420.2950.90.834.591.30.39磷銅球業務成長所致
2020/10.42-10.53-20.010.42-20.010.0N/A-
2019/120.4614.64-83.114.67-36.690.0N/A係因本公司電子零組件業務減少所致
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)440.0-0.680-0.7100.02-96.4931.634117.33-1946.490-1840.690-0.320-0.30-0.30
2022 (9)440.0-0.340-0.5600.57-86.460.75-48.63-42.610-25.690-0.240-0.150-0.150
2021 (8)440.0-0.330-0.2204.2119.261.46-22.34-2.490-3.410-0.10-0.140-0.140
2020 (7)440.0-1.010-0.4203.53-24.411.88-11.32-4.490-12.500-0.160-0.410-0.440
2019 (6)440.0-1.040-0.9304.67-36.642.1223.26-8.270-9.760-0.390-0.430-0.460
2018 (5)440.0-1.380-1.2907.3722.221.72-86.53-7.770-8.210-0.570-0.60-0.610
2017 (4)440.00.5200.5306.03-6.0712.7712.414.4703.7700.2700.2600.230
2016 (3)440.0-0.090-0.1606.42-26.8811.3669.55-0.900-0.630-0.060-0.030-0.040
2015 (2)440.0-0.170-0.2408.7817.696.70-38.25-1.440-0.850-0.130-0.080-0.070
2014 (1)440.00.48-41.460.38-36.677.4610.8510.8502.7802.7900.21-27.590.25-34.210.21-41.67

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