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)590.00.00.66-60.24-54.790.78-9.3-40.913.5323.0-20.8510.16-2.685.7222.000.59-5.946.81-25.49-31.212.48-73.87-72.320.69-27.37-27.370.39-60.2-54.656.09-55.25-43.32.48-73.87-72.3213.83-11.5315.84
24Q2 (19)590.00.01.6637.19-18.230.8640.98-16.52.87137.19-4.3310.4430.347.0821.87-0.325.149.1414.542.129.495.44-22.780.9548.449.20.9838.03-18.3313.619.76-9.029.495.44-22.7815.29136.65188.34
24Q1 (18)590.00.01.21236.1126.040.61335.71-34.411.21-74.926.048.010.25-2.0821.94-2.495.797.980.0-6.019.00234.5729.870.640.0-7.250.71238.124.5612.4029.342.869.00234.5729.87-8.3080.39123.16
23Q4 (17)590.00.00.36-75.3428.570.14-89.39-75.04.828.0733.897.99-16.86-12.3922.50-3.811.037.98-19.39-11.532.69-69.9851.120.64-32.63-21.950.21-75.5831.259.59-10.7133.752.69-69.9851.12-9.15-51.71-30.62
23Q3 (16)590.00.01.46-28.081.391.3228.1662.964.4648.6734.349.61-1.44-12.023.3912.4516.729.9010.6146.458.96-27.115.020.959.228.380.86-28.331.1810.74-28.215.928.96-27.115.028.8841.6919.45
23Q2 (15)590.00.02.03111.4669.171.0310.7551.473.00212.559.579.7519.19-15.5120.800.293.178.955.4264.2212.2977.3499.840.8726.0938.11.2110.5369.0114.9672.3583.3312.2977.3499.844.44177.1638.41
23Q1 (14)590.00.00.96242.8641.180.9366.0782.350.96-73.3341.188.18-10.31-17.2920.74-6.8723.678.49-5.8890.796.93289.3371.960.69-15.8556.820.57256.2542.58.6821.0657.826.93289.3371.96-13.3981.1517.60
22Q4 (13)590.07.270.28-80.5647.370.56-30.86300.03.608.4350.639.12-16.48-15.422.2711.1364.119.0233.43288.791.78-77.1579.80.8210.81228.00.16-81.1845.457.17-29.29173.661.78-77.1579.8-10.93-30.28-5.87
22Q3 (12)590.09.261.4420.063.640.8119.12107.693.3276.648.2110.92-5.37-3.3620.04-0.635.136.7624.04111.917.7926.6785.920.7417.46105.560.8519.7280.8510.1424.2689.187.7926.6785.925.6548.2326.23
22Q2 (11)590.09.261.2076.4750.00.6833.33-9.331.88176.4738.2411.5416.682.5820.1620.2135.125.4522.4711.916.1552.6160.990.6343.1814.550.7177.565.128.1648.3669.296.1552.6160.994.21167.18148.81
22Q1 (10)597.279.260.68257.8921.430.51264.2964.520.68-71.5521.439.89-8.266.3416.7723.5824.314.4591.8156.144.03307.0723.620.4476.062.960.4263.6433.335.50109.9233.54.03307.0723.62-6.4389.74100.10
21Q4 (9)551.851.850.19-78.41-48.650.14-64.1-70.212.396.7-17.5910.78-4.6-5.7713.57-8.58.562.32-27.27-18.310.99-76.37-43.430.25-30.56-24.240.11-76.6-45.02.62-51.1220.180.99-76.37-43.43-2.08-34.20-56.05
21Q3 (8)540.00.00.8810.0-25.420.39-48.0-71.322.2464.71-11.4611.30.4410.8914.83-0.6-26.693.19-34.5-66.354.199.69-33.070.36-34.55-62.890.479.3-26.565.3611.2-32.584.199.69-33.0710.7126.4346.97
21Q2 (7)540.00.00.8042.86-4.760.75141.948.71.36142.860.7411.2520.9772.2814.9210.6-34.934.8770.88-44.023.8217.18-44.720.55103.7-3.510.4343.33-4.444.8216.99-48.393.8217.18-44.721.1347.1153.95
21Q1 (6)540.00.00.5651.359.80.31-34.0424.00.56-80.699.89.3-18.7161.7413.497.92-29.72.850.35-27.853.2686.29-31.940.27-18.1817.390.350.07.144.1288.99-34.393.2686.29-31.94-3.22-8.64-49.74
20Q4 (5)540.00.00.37-68.64-13.950.47-65.44-16.072.9014.62-7.9411.4412.2732.8712.50-38.21-38.852.84-70.04-35.011.75-72.04-35.190.33-65.98-13.160.2-68.75-13.042.18-72.58-32.511.75-72.04-35.19--0.00
20Q3 (4)540.00.01.1840.480.01.3697.10.02.5387.410.010.1956.050.020.23-11.770.09.488.970.06.26-9.410.00.9770.180.00.6442.220.07.95-14.880.06.26-9.410.0--0.00
20Q2 (3)540.00.00.8464.710.00.69176.00.01.35164.710.06.5313.570.022.9319.490.08.70120.250.06.9144.260.00.57147.830.00.4560.710.09.3448.730.06.9144.260.0--0.00
20Q1 (2)540.00.00.5118.60.00.25-55.360.00.51-83.810.05.75-33.220.019.19-6.120.03.95-9.610.04.7977.410.00.23-39.470.00.2821.740.06.2894.430.04.7977.410.0--0.00
19Q4 (1)540.00.00.430.00.00.560.00.03.150.00.08.610.00.020.440.00.04.370.00.02.700.00.00.380.00.00.230.00.03.230.00.02.700.00.0--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)
2024/102.84-9.81-6.0431.452.929.42N/A-
2024/93.15-8.251.1728.613.910.160.37-
2024/83.43-4.074.6125.464.2510.410.36-
2024/73.585.1911.0322.034.1910.430.36-
2024/63.4-1.377.0318.452.9610.440.33-
2024/53.45-3.917.3815.052.0810.040.35-
2024/43.5919.747.0211.60.618.180.43-
2024/33.087.69-10.08.01-2.018.010.46-
2024/21.6-53.24-12.725.013.477.370.5-
2024/13.4244.713.33.4213.38.380.44-
2023/122.36-9.36-8.8335.52-14.347.990.33-
2023/112.6-13.82-21.6433.16-14.718.740.31-
2023/103.02-2.88-5.6430.56-14.069.420.28-
2023/93.11-5.13-23.5227.53-14.99.620.28-
2023/83.281.8-4.0824.42-13.659.680.28-
2023/73.221.4-6.1321.14-14.979.610.28-
2023/63.18-1.05-14.0317.92-16.399.740.25-
2023/53.21-4.23-25.6214.74-16.889.90.25-
2023/43.350.68-4.8411.53-14.078.510.29-
2023/33.3382.02-4.468.18-17.358.180.35-
2023/21.83-39.29-8.854.84-24.377.430.38-
2023/13.0116.41-31.453.01-31.458.930.32-
2022/122.59-22.09-27.4541.47-2.719.120.37-
2022/113.323.77-18.2838.88-0.4510.60.32-
2022/103.2-21.281.735.561.6110.690.32-
2022/94.0718.989.232.361.6110.920.31-
2022/83.42-0.37-16.628.290.610.550.32-
2022/73.43-7.12-1.0124.873.5411.450.29-
2022/63.7-14.44.7121.434.3111.540.32-
2022/54.3222.5227.5217.744.2211.330.33-
2022/43.521.09-18.6313.42-1.559.020.41-
2022/33.4973.64-6.629.896.399.890.42-
2022/22.01-54.3415.056.4115.129.980.42-
2022/14.423.2115.154.415.1512.040.34-
2021/123.57-12.252.3942.6325.710.790.39-
2021/114.0729.15-5.1439.0628.3710.940.39-
2021/103.15-15.47-14.3334.9933.8710.980.39-
2021/93.73-9.13-0.9331.8441.7611.30.39-
2021/84.118.2516.7128.1250.3511.10.4音頻成品及聲學元件客戶需求成長,致本年營收較去年增加50.36%
2021/73.47-1.7519.1224.0158.1310.380.43音頻成品及聲學元件客戶需求成長,致本年營收較去年增加58.14%
2021/63.534.2377.6120.5567.3911.250.4音頻成品客戶需求成長,致本月營收較去年同期增加77.61%
2021/53.39-21.8258.3617.0265.4111.450.39音頻成品及聲學元件客戶需求成長,致本月營收較去年同期增加58.37%
2021/44.3316.0180.6213.6367.269.810.46音頻成品客戶需求成長,致本月營收較去年同期增加80.62%
2021/33.73113.9664.149.361.699.30.46音頻成品及聲學元件客戶需求成長,致本月營收較去年同期增加64.14%
2021/21.75-54.371.375.5660.099.050.47音頻成品客戶需求成長,致本月營收較去年同期增加71.37%
2021/13.829.5655.423.8255.4211.590.37聲學元件客戶需求成長,致本月營收較去年同期增加55.42%
2020/123.49-18.7241.3433.911.0911.450.35-
2020/114.2916.6555.8130.43-2.111.730.34音頻成品及聲學元件客戶需求成長,致本月營收較去年同期增加55.82%
2020/103.68-2.258.6326.14-7.7210.950.36-
2020/93.767.0515.222.46-9.9410.190.34-
2020/83.5120.697.9218.7-13.738.410.41-
2020/72.9146.48-6.7615.19-17.567.040.49-
2020/61.99-7.05-28.4112.27-19.776.520.46-
2020/52.14-10.83-18.0410.29-17.856.810.44-
2020/42.45.43-25.018.15-17.85.690.53-
2020/32.27123.381.035.75-14.365.750.5-
2020/21.02-58.56-22.363.48-22.135.940.49-
2020/12.46-0.35-22.042.46-22.047.680.38-
2019/122.47-10.431.4133.5516.90.0N/A-
2019/112.75-18.6710.2831.0815.880.0N/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)590.04.7934.173.4435.4335.53-14.3221.8710.578.8840.068.0056.563.1519.773.9722.152.8433.96
2022 (9)597.273.5750.02.5462.8241.47-2.7219.7838.96.3489.825.1165.912.6385.213.2579.562.1261.83
2021 (8)551.852.38-17.651.56-43.2742.6325.7514.24-20.713.34-45.693.08-33.191.42-32.061.81-10.841.31-16.03
2020 (7)540.02.89-7.672.7527.9133.91.0117.96-12.826.1511.624.61-8.892.0912.972.03-10.571.56-8.24
2019 (6)541.893.1342.922.1519.4433.5616.9720.609.115.51-0.365.0624.941.8516.352.2735.121.746.55
2018 (5)5310.422.1946.01.8045.1628.6921.2618.88-4.315.5340.714.0532.351.5970.971.6882.611.1661.11
2017 (4)486.671.5015.381.24-0.823.6621.2719.73-13.993.93-23.393.061.660.93-7.00.928.240.7222.03
2016 (3)452.271.30-35.641.254.1719.5125.6322.94-12.815.13-16.593.01-47.191.05.260.85-25.440.59-33.71
2015 (2)444.762.0230.321.2048.1515.5313.3626.313.226.1515.175.7020.760.9530.141.1426.670.8936.92
2014 (1)422.441.55216.330.81013.728.7625.4905.3404.7200.731725.00.9246.150.65225.0

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