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)830.00.00.5267.74372.730.46228.57342.110.64433.33740.07.2147.14134.0931.209.4422.116.58278.16207.526.0115.3699.670.47422.22347.370.4365.38377.787.2754.68252.916.0115.3699.6734.98165.45175.39
24Q2 (19)830.03.750.31263.16342.860.14122.22145.160.12163.16157.144.922.8191.4128.5170.1113.311.74112.07122.515.21229.28161.810.09115.79145.00.26262.5333.334.70189.02-3.495.21229.28161.813.6743.58-114.89
24Q1 (18)830.03.75-0.19-176.034.48-0.63-352.0-80.0-0.19-218.7534.483.99-15.4755.2516.76-47.8932.7-14.42-355.67-8.26-4.03-191.5955.81-0.57-311.11-67.65-0.16-176.1930.43-5.28-192.1551.43-4.03-191.5955.8118.89-24.37-60.21
23Q4 (17)830.03.750.25127.27266.670.25231.58525.00.16260.0-95.914.7253.2515.9732.1625.8723.455.64192.16872.414.4046.18245.70.27242.111250.00.21133.33275.05.73178.16279.064.4046.18245.736.7892.20135.15
23Q3 (16)833.753.750.1157.14-47.62-0.1938.7147.22-0.1052.38-102.463.0820.31-40.8825.551.5563.99-6.1220.83-12.713.0151.26-6.23-0.195.032.140.0950.0-47.062.06-57.7-44.173.0151.26-6.239.9690.6425.07
23Q2 (15)800.00.00.07124.14-97.43-0.3111.43-203.33-0.2127.59-105.472.56-0.39-62.9525.1699.21-12.55-7.7341.97-193.581.99121.82-93.67-0.241.18-135.090.06126.09-97.254.87144.8-86.571.99121.82-93.67-18.6215.41-481.79
23Q1 (14)800.00.0-0.29-93.33-125.66-0.35-975.0-149.3-0.29-107.42-125.662.57-36.86-65.7812.63-51.52-54.8-13.32-2396.55-232.54-9.12-201.99-176.13-0.34-1800.0-145.33-0.23-91.67-125.56-10.87-239.69-176.6-9.12-201.99-176.13-29.37-132.38-431.94
22Q4 (13)800.00.0-0.15-171.43-115.150.04111.11-95.123.91-3.69-29.044.07-21.88-57.626.0567.2-1.70.58110.68-93.63-3.02-194.08-137.060.02107.14-97.7-0.12-170.59-115.19-3.20-186.72-131.16-3.02-194.08-137.06-23.24-131.86-54.45
22Q3 (12)800.00.00.21-92.28-89.45-0.36-220.0-119.674.065.73-10.185.21-24.6-57.0815.58-45.85-43.69-5.43-165.74-134.193.21-89.79-75.5-0.28-149.12-114.510.17-92.2-89.383.69-89.82-77.733.21-89.79-75.5-16.3024.22-138.88
22Q2 (11)800.00.02.72140.7178.950.30-57.75-80.893.84239.8251.786.91-7.99-47.2928.772.9714.718.26-17.81-29.5831.43162.35239.780.57-24.0-62.992.18142.2278.6936.26155.53226.9631.43162.35239.78-14.8877.43-35.58
22Q1 (10)800.00.01.1314.1411.880.71-13.41-22.831.13-79.4911.887.51-21.77-21.6127.945.4316.0310.0510.44-17.6211.9846.9942.960.75-13.79-35.90.913.9211.1114.1938.1711.4711.9846.9942.96-21.34-18.05-34.30
21Q4 (9)800.00.00.99-50.25-73.170.82-55.1922.395.5121.95.359.6-20.9214.4226.50-4.23-13.29.10-42.7-3.198.15-37.79-76.780.87-54.9210.130.79-50.62-73.2210.27-38.02-72.858.15-37.79-76.78-14.16-9.66-19.31
21Q3 (8)800.00.01.9930.92268.521.8316.56205.04.5278.66193.5112.14-7.474.6827.6710.33-3.2915.8835.3875.6613.1041.62112.321.9325.32206.351.631.15272.0916.5749.41106.6113.1041.62112.3214.7340.7143.61
21Q2 (7)800.00.01.5250.585.371.5770.65145.312.53150.5153.013.1136.85129.625.084.15-15.1611.73-3.8527.929.2510.38-17.781.5431.62196.151.2250.6284.8511.09-12.88-2.639.2510.38-17.7825.52-11.0653.98
21Q1 (6)800.00.01.01-72.63461.110.9237.311050.01.01-80.69461.119.5814.18196.5924.08-21.13-15.8912.2029.79346.898.38-76.1396.251.1748.11200.00.81-72.54440.012.73-66.34140.198.38-76.1396.2517.45255.3524.49
20Q4 (5)800.00.03.69583.33459.090.6711.67-23.865.23239.61135.598.3920.7250.0930.536.7111.879.403.98-34.435.10468.88273.80.7925.4-1.252.95586.05456.637.82371.57252.835.10468.88273.8--0.00
20Q3 (4)800.00.00.54-34.150.00.60-6.250.01.5454.00.06.9521.720.028.61-3.210.09.04-1.420.06.17-45.160.00.6321.150.00.43-34.850.08.02-29.590.06.17-45.160.0--0.00
20Q2 (3)800.00.00.82355.560.00.64700.00.01.00455.560.05.7176.780.029.563.250.09.17235.90.011.25163.470.00.52477.780.00.66340.00.011.39114.910.011.25163.470.0--0.00
20Q1 (2)800.00.00.18-72.730.00.08-90.910.00.18-91.890.03.23-42.220.028.634.910.02.73-80.950.04.27-54.530.00.09-88.750.00.15-71.70.05.30-50.560.04.27-54.530.0--0.00
19Q4 (1)800.00.00.660.00.00.880.00.02.220.00.05.590.00.027.290.00.014.330.00.09.390.00.00.80.00.00.530.00.010.720.00.09.390.00.0--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)
2024/113.2-0.58101.5422.5297.969.18N/A主係因客戶需求量增加所致
2024/103.2216.42103.3519.3297.388.24N/A主係因客戶需求量增加所致
2024/92.7622.1128.8516.196.237.211.88主係因客戶需求量增加所致
2024/82.263.54114.7213.3490.66.192.2主係因客戶需求量增加所致
2024/72.1925.85167.5911.0886.325.562.44主係因客戶需求量增加所致
2024/61.746.08108.518.8973.384.92.08主係因客戶需求量增加所致
2024/51.647.1885.087.1566.564.712.17主係因客戶需求量增加所致
2024/41.53-0.8180.995.5261.764.02.55主係因客戶需求量增加所致
2024/31.5464.93103.813.9955.433.992.02主係因客戶需求量增加所致
2024/20.93-38.3235.692.4535.234.02.02-
2024/11.51-2.1434.951.5134.954.651.74-
2023/121.55-2.5216.612.92-45.474.721.78-
2023/111.590.3118.311.38-49.164.381.92-
2023/101.5831.0112.749.79-53.463.842.19大環境變化所致
2023/91.2114.57-8.918.21-58.193.082.91大環境變化所致
2023/81.0529.03-35.377.0-61.762.73.32大環境變化所致
2023/70.82-1.93-63.735.94-64.342.533.54大環境變化所致
2023/60.83-5.83-64.275.13-64.442.563.34大環境變化所致
2023/50.884.81-60.014.29-64.472.483.44大環境變化所致
2023/40.8411.68-64.33.41-65.472.293.74大環境變化所致
2023/30.769.8-72.562.57-65.842.573.52大環境變化所致
2023/20.69-38.65-67.651.81-61.953.142.88大環境變化所致
2023/11.12-15.45-57.341.12-57.343.792.38大環境變化所致
2022/121.33-1.1-57.7623.7-46.654.072.49大環境變化所致
2022/111.34-4.4-59.1122.38-45.814.072.49大環境變化所致
2022/101.45.85-55.8321.03-44.664.362.32大環境變化所致
2022/91.33-18.71-69.0519.63-43.645.212.34大環境變化所致。
2022/81.63-27.59-57.5418.3-40.086.221.96大環境變化所致。
2022/72.25-3.37-43.9116.67-37.576.81.8-
2022/62.335.39-47.6214.42-36.446.912.19-
2022/52.21-6.44-49.4812.09-33.727.332.07-
2022/42.36-14.14-44.769.88-28.747.252.09-
2022/32.7529.43-24.477.51-21.587.512.08-
2022/22.13-19.1-18.654.76-19.87.91.98-
2022/12.63-16.28-20.712.63-20.719.051.73-
2021/123.14-4.24-2.8244.4483.049.61.48全年市場設備需求增加所致
2021/113.283.2517.3141.2996.2310.741.32市場設備需求逐漸復甦所致
2021/103.18-25.8234.538.01108.3311.31.26市場設備需求逐漸復甦所致
2021/94.2811.5178.7534.84119.3112.141.26市場設備需求逐漸復甦所致
2021/83.84-4.3460.7330.55126.5212.311.25市場設備需求逐漸復甦所致
2021/74.02-9.7685.9526.71140.6912.851.19市場設備需求逐漸復甦所致
2021/64.451.6591.322.69153.9313.111.18市場設備需求逐漸復甦所致
2021/54.382.27174.7818.24175.9812.311.26市場設備需求逐漸復甦所致
2021/44.2817.39139.8413.86176.3610.541.47市場設備需求逐漸復甦所致
2021/33.6539.41176.469.58196.549.581.7市場設備需求逐漸復甦所致
2021/22.62-21.15242.775.93210.49.171.77市場設備需求逐漸復甦所致
2021/13.322.61188.893.32188.899.351.74市場設備需求逐漸復甦所致
2020/123.2315.5936.3924.2824.968.391.72市場設備需求逐漸復甦所致
2020/112.818.3762.1521.0423.377.561.91市場設備需求逐漸復甦所致
2020/102.36-1.4257.6218.2519.07.152.02市場設備需求逐漸復甦所致
2020/92.40.2765.1215.8814.826.951.64市場設備需求逐漸復甦所致
2020/82.3910.6662.5913.498.926.881.66市場設備需求逐漸復甦所致
2020/72.16-7.1658.6611.11.696.081.88市場設備需求逐漸復甦所致
2020/62.3346.0134.888.94-6.425.711.81-
2020/51.59-10.72-0.466.61-15.534.72.2-
2020/41.7935.321.635.02-19.43.872.68-
2020/31.3272.85-10.343.23-27.683.232.99-
2020/20.76-33.54-28.861.91-36.194.282.25-
2020/11.15-51.55-40.291.15-40.290.0N/A-
2019/122.3737.42-1.5419.43-51.270.0N/A景氣較去年放緩所致。
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)833.750.16-95.71-0.61012.92-45.4925.320.72-3.5800.91-93.07-0.4600.18-95.040.13-95.85
2022 (9)800.03.73-31.560.67-86.9123.7-46.6725.14-2.864.50-63.7113.1433.01.07-80.583.63-35.983.13-29.02
2021 (8)800.05.454.615.12154.7344.4483.0325.88-12.2712.4048.59.88-42.295.51171.435.6724.624.415.25
2020 (7)800.05.21135.752.013.6124.2824.9629.503.848.35-22.6117.1288.552.03-3.334.55100.444.19135.39
2019 (6)800.02.21-59.01.94-53.5919.43-51.2728.411.2510.79-18.269.08-19.152.1-60.082.27-62.971.78-58.99
2018 (5)800.05.3924.774.18-4.1339.8712.628.060.2513.20-4.011.2313.895.268.016.1329.874.3425.07
2017 (4)800.04.3296.364.36110.6335.4175.5627.99-3.5213.7518.039.868.354.87107.234.7296.673.4796.05
2016 (3)800.02.20-10.572.0718.2920.174.6229.01-9.8811.6524.739.10-13.912.3530.562.43.451.77-10.15
2015 (2)809.592.46-24.541.7518.2419.28-19.632.190.289.3416.910.574.451.8-6.252.32-24.431.97-17.23
2014 (1)7315.873.2626.851.48-5.7323.989.232.1007.99010.1201.9230.613.0770.562.3846.01

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