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)500.06.381.0420.93-32.90.7052.17-18.62.2387.39-37.364.7112.411.5141.55-1.84-2.889.2519.2-32.2310.927.8-30.040.4433.33-30.160.5220.93-27.7812.934.11-35.1210.927.8-30.0413.2990.771126.09
24Q2 (19)502.046.380.86160.61-5.490.462200.0-25.811.19260.61-40.84.1914.179.6942.3311.13-3.07.76227.43-35.0110.13140.62-9.310.33266.67-28.260.43168.750.012.4295.59-18.2910.13140.62-9.31-7.0849.491051.25
24Q1 (18)494.264.260.33-61.63-70.00.02-97.5-98.00.33-92.53-70.03.67-28.32-13.0338.09-14.88-12.62.37-76.83-84.834.21-45.4-65.320.09-82.69-86.360.16-60.0-68.636.35-37.68-59.684.21-45.4-65.32-8.99-53.08-52.24
23Q4 (17)470.00.00.86-44.52-75.50.80-6.98186.964.4224.16-35.855.1210.346.2244.754.612.4710.23-25.05945.457.71-50.61-77.360.52-17.46966.670.4-44.44-75.4610.19-48.87-75.827.71-50.61-77.3615.9012.9015.87
23Q3 (16)470.00.01.5570.33-20.920.8638.7148.283.5677.115.014.6421.47-1.2842.78-1.97-5.413.6514.3226.7415.6139.75-20.840.6336.9623.530.7267.44-20.8819.9331.12-16.6515.6139.75-20.845.9926.530.36
23Q2 (15)470.00.00.91-17.2712.350.62-38.0106.672.0182.7340.563.82-9.48-2.843.640.1415.2411.94-23.5677.9411.17-7.9922.340.46-30.376.920.43-15.6913.1615.20-3.4921.1211.17-7.9922.34-10.96-42.9685.35
23Q1 (14)470.02.171.10-68.6677.421.00208.7194.121.10-84.0377.424.22-12.4513.1443.589.5315.615.621390.91135.9512.14-64.3546.270.661200.0164.00.51-68.7175.8615.75-62.6357.9712.14-64.3546.27-4.955.21-24.96
22Q4 (13)470.02.173.5179.0891.8-0.92-258.62-188.466.89103.2415.64.822.5525.5239.79-12.01-17.82-1.21-111.23-109.534.0572.6748.63-0.06-111.76-112.241.6379.1291.7642.1576.2996.634.0572.6748.6311.07110.53-82.65
22Q3 (12)470.02.171.96141.98-28.990.5893.33163.643.39137.06-17.924.719.5932.7745.2219.416.7310.7760.5118.0919.72115.99-45.690.5196.1559.380.91139.47-28.9123.9190.52-43.319.72115.99-45.6912.4786.3140.78
22Q2 (11)472.172.170.8130.65-22.120.30-11.76-59.461.43130.654.383.935.363.6937.870.45-2.126.711.36-47.869.1310.0-29.880.264.0-46.940.3831.03-20.8312.5525.88-19.769.1310.0-29.881.25-17.74-39.54
22Q1 (10)460.00.00.62-66.1287.880.34-67.3113.330.62-89.687.883.73-2.8618.0437.70-22.14-3.036.62-48.04-16.838.30-63.7734.090.25-48.980.00.29-65.8893.339.97-53.526.688.30-63.7734.092.81-49.91152.71
21Q4 (9)460.012.21.83-33.7815.01.04372.73500.05.9644.31126.623.848.4737.1448.4214.2821.4412.7439.69566.6722.91-36.9733.090.4953.12712.50.85-33.59962.521.44-49.16366.0922.91-36.9733.090.9465.84151.23
21Q3 (8)460.012.22.76165.38126.230.22-70.27-73.174.13201.4667.893.54-6.615.3142.379.51-10.319.12-29.14-50.2536.31178.88111.970.32-34.69-42.861.28166.67156.042.17169.6399.4836.31178.88111.976.67190.2638.20
21Q2 (7)460.012.21.04215.155.050.74146.6727.591.37315.1510.483.7919.9425.9138.69-0.49-9.0512.8761.68-3.3113.02110.34-7.130.4996.022.50.48220.020.015.6498.73-8.3813.02110.34-7.1316.40140.07181.02
21Q1 (6)4612.212.20.3365.032.00.30215.38114.290.33-87.4532.03.1612.8635.0438.88-2.483.577.96391.5862.786.19125.0955.530.25412.5127.270.1587.550.07.8771.0924.136.19125.0955.532.04-9.3041.83
20Q4 (5)410.00.00.20-83.61-52.38-0.26-131.71-316.672.636.9180.142.8-8.7910.6739.87-15.6-11.4-2.73-114.89-187.52.75-83.95-55.36-0.08-114.29-200.00.08-84.0-52.944.60-78.24-39.552.75-83.95-55.36--0.00
20Q3 (4)410.00.01.2223.230.00.8241.380.02.4698.390.03.071.990.047.2411.050.018.3337.720.017.1322.180.00.5640.00.00.525.00.021.1423.840.017.1322.180.0--0.00
20Q2 (3)410.00.00.99296.00.00.58314.290.01.24396.00.03.0128.630.042.5413.320.013.31172.190.014.02252.260.00.4263.640.00.4300.00.017.07169.240.014.02252.260.0--0.00
20Q1 (2)410.00.00.25-40.480.00.1416.670.00.25-82.880.02.34-7.510.037.54-16.580.04.8956.730.03.98-35.390.00.1137.50.00.1-41.180.06.34-16.690.03.98-35.390.0--0.00
19Q4 (1)410.00.00.420.00.00.120.00.01.460.00.02.530.00.045.000.00.03.120.00.06.160.00.00.080.00.00.170.00.07.610.00.06.160.00.0--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)
2024/111.5914.89-2.7915.55-2.774.56N/A-
2024/101.39-12.34-17.5913.96-2.774.48N/A-
2024/91.584.6215.1612.57-0.84.710.44-
2024/81.51-6.54-3.4110.99-2.744.610.45-
2024/71.629.12-5.159.48-2.644.350.48-
2024/61.4818.1513.987.87-2.14.190.65-
2024/51.25-13.93-4.526.38-5.214.080.66-
2024/41.466.1121.225.13-5.373.920.69-
2024/31.3725.51-2.273.67-12.953.670.75-
2024/21.09-9.31-3.282.3-18.284.10.67-
2024/11.21-33.0-28.361.21-28.364.640.59-
2023/121.89.933.0517.82.465.120.56-
2023/111.64-2.6-8.1416.02.394.690.61-
2023/101.6822.513.8814.363.754.620.62-
2023/91.37-12.24-10.0312.682.544.640.67-
2023/81.56-8.22-5.7611.34.314.570.68-
2023/71.731.1312.499.746.134.320.72-
2023/61.3-1.03-17.648.044.883.820.9-
2023/51.319.27-0.716.7410.723.920.87-
2023/41.2-14.4516.555.4213.93.740.91-
2023/31.4124.221.524.2213.174.220.79-
2023/21.13-32.835.982.8120.054.560.73-
2023/11.68-3.6131.791.6831.795.210.64-
2022/121.75-2.027.5117.3721.215.010.65-
2022/111.7820.7532.9215.6220.554.790.68-
2022/101.48-3.2330.8413.8419.124.660.7-
2022/91.53-8.0830.5412.3617.864.70.86-
2022/81.669.5547.2310.8416.274.750.85-
2022/71.52-3.9922.29.1812.014.420.91-
2022/61.5819.330.917.6610.193.931.03-
2022/51.3228.270.256.085.843.741.08-
2022/41.03-25.48-20.564.767.513.481.16-
2022/31.3829.68-0.323.7319.163.730.99-
2022/21.07-16.4744.662.3434.73.710.99-
2022/11.28-6.7427.381.2827.383.990.92-
2021/121.372.1536.1114.3327.723.840.82-
2021/111.3418.8644.312.9626.93.640.87-
2021/101.13-3.4526.6811.6225.153.420.92-
2021/91.173.6727.2510.4924.993.540.58-
2021/81.13-9.073.09.3224.713.570.58-
2021/71.242.8518.928.1928.443.760.55-
2021/61.21-8.6415.326.9530.33.820.46-
2021/51.321.6446.435.7533.964.010.43-
2021/41.3-6.527.644.4330.643.420.51-
2021/31.3988.2224.433.1331.923.130.61-
2021/20.74-26.4575.221.7438.592.750.69射頻天線:去年同期受疫情影響致出貨量減少;量測設備:係因配合設備交期致本期營收增加。
2021/11.0-0.3520.121.020.122.940.65-
2020/121.018.320.111.2223.752.830.65-
2020/110.934.3438.1610.2124.122.740.67-
2020/100.89-3.01-0.619.2822.872.90.63-
2020/90.92-16.0813.978.3926.033.060.45-
2020/81.094.9821.737.4727.693.180.43-
2020/71.04-0.2641.776.3828.782.990.46-
2020/61.0516.021.065.3426.512.960.29-
2020/50.9-11.445.164.2927.913.030.28-
2020/41.02-8.8536.713.3924.02.550.34-
2020/31.12165.0478.242.3719.242.370.36109年2月因疫情影響,出貨部份遞延至本月所致。
2020/20.42-49.58-21.61.26-7.852.090.41-
2020/10.83-0.361.080.831.080.0N/A-
2019/120.8424.5819.49.0622.170.0N/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)470.04.41-34.963.28993.3317.83.6143.728.2712.77128.8511.56-38.612.27136.462.69-33.082.06-35.83
2022 (9)472.176.7814.720.30-86.9617.1819.8940.38-4.435.58-48.4818.83-5.420.96-38.064.0227.223.2116.3
2021 (8)4612.25.91125.572.3079.6914.3327.7242.250.3310.8321.4119.9199.91.5555.03.16119.442.76155.56
2020 (7)410.02.6279.451.28100.011.2221.9642.110.918.9272.879.9656.851.0112.771.4492.01.0880.0
2019 (6)412.51.4611.450.6428.09.222.9941.73-6.965.16-39.226.35-21.510.47-26.560.75-17.580.615.38
2018 (5)400.01.3123.580.50-50.07.48-1.7144.856.368.49-8.518.0944.210.64-9.860.9146.770.5223.81
2017 (4)400.01.06-3.641.00194.127.6115.6542.170.799.2886.355.61-16.640.71115.150.623.330.42-4.55
2016 (3)40-2.441.10-25.680.34-32.06.58-14.3241.843.824.98-19.426.73-14.70.33-29.790.6-27.710.44-27.87
2015 (2)410.01.4829.820.50-28.577.681.9940.308.836.18-6.087.8928.920.47-6.00.8336.070.6132.61
2014 (1)410.01.1475.380.70250.07.533.8637.0306.5806.1200.5900.00.61177.270.4670.37

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