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)1520.00.666.36-28.7511.540.88-19.27-37.5916.6761.69381.7935.91-9.02-16.710.73-11.250.04.89-26.24-17.9526.92-21.63641.61.75-33.21-31.919.67-28.69519.8728.12-23.52512.6426.92-21.63641.63.08261.1910.24
24Q2 (19)1520.660.668.92551.09437.351.0939.741462.510.31652.55326.0339.4715.17-13.6912.099.2150.946.6322.55108.4934.35466.83527.972.6241.6280.6913.56551.92442.436.77357.34312.6834.35466.83527.97-3.90264.0332.77
24Q1 (18)1510.00.671.37-23.0380.260.7825.815.411.37-73.880.2634.27-22.97-12.0611.0726.2344.525.4149.4555.466.060.66108.251.8514.9137.042.08-22.3984.078.046.63129.716.060.66108.25-9.8824.06-15.11
23Q4 (17)1510.00.671.7871.1535.880.62-56.03-47.95.2351.16-1.8844.493.2-19.98.77-18.27-2.563.62-39.26-25.366.0265.8470.061.61-37.35-40.372.6871.7936.737.5464.2747.276.0265.8470.06-1.2716.90903.24
23Q3 (16)1510.00.671.04-37.35-5.451.411862.546.873.4642.98-13.9343.11-5.73-11.5110.7333.9614.515.9687.4216.413.63-33.647.42.5777.242.81.56-37.6-5.454.59-48.48-16.73.63-33.647.45.8140.53875.85
23Q2 (15)1510.670.671.66118.42-29.06-0.08-110.81-161.542.42218.42-17.1245.7317.357.158.014.57-11.693.18-8.62-21.295.4787.97-33.451.457.41-16.182.5121.24-28.778.91154.57-24.435.4787.97-33.45-6.2438.22-74.31
23Q1 (14)1500.00.670.76-41.9833.330.74-37.82-37.820.76-85.7433.3338.97-29.83-10.997.66-14.89-5.323.48-28.25-14.912.91-17.848.471.35-50.0-24.581.13-42.3531.43.50-31.6482.292.91-17.848.47-7.91-11.44-6.93
22Q4 (13)1500.01.351.3119.09-92.621.1923.96280.35.3332.59-76.2355.5414.03.469.00-3.9548.274.85-5.27153.933.544.73-92.742.78.0162.141.9618.79-92.525.12-7.08-90.263.544.73-92.7414.07-16.95331.21
22Q3 (12)1500.02.041.10-52.99-31.680.96638.46-3.034.0237.67-14.148.7214.15-6.79.373.3116.255.1226.7321.043.38-58.88-25.712.544.5113.121.65-52.99-30.385.51-53.27-6.293.38-58.88-25.715.82128.77274.69
22Q2 (11)1500.672.042.34310.5350.970.13-89.08-85.392.92412.28-4.8942.68-2.51-14.969.0712.1112.814.04-1.22-2.658.22319.3980.661.73-3.35-16.833.51308.1453.9511.79514.0697.168.22319.3980.66-10.48106.8795.61
22Q1 (10)1490.681.360.57-96.79-62.751.19280.3-14.390.57-97.46-62.7543.78-18.44-15.168.0933.28-14.034.09114.14-33.281.96-95.98-55.051.7973.79-43.530.86-96.72-61.781.92-96.35-70.051.96-95.98-55.05-7.82452.5456.82
21Q4 (9)1480.680.6817.741001.861074.83-0.66-166.67-131.8822.42379.06219.3753.682.81.636.07-24.69-42.91.91-54.85-73.2548.78972.091055.921.03-53.39-72.6826.191005.061074.4452.56793.88869.7448.78972.091055.923.42502.87-77.71
21Q3 (8)1470.00.01.613.87-13.440.9911.24-56.774.6852.44-15.0652.224.04-6.158.060.25-23.964.231.93-40.424.550.0-7.522.216.25-44.052.373.95-13.55.88-1.672.084.550.0-7.520.662.59-12.36
21Q2 (7)1470.0-0.681.551.31-48.680.89-35.97-56.593.07100.65-15.8950.19-2.73-9.348.04-14.56-32.044.15-32.3-50.064.554.36-43.552.08-34.38-54.782.281.33-48.885.98-6.71-44.324.554.36-43.55-2.521.31-34.41
21Q1 (6)1470.00.01.531.32142.861.39-32.85256.411.53-78.21142.8651.6-2.3174.039.41-11.485.616.13-14.1563.034.363.3240.193.17-15.92183.042.250.9144.576.4118.2732.714.363.3240.19-3.69-8.75-21.23
20Q4 (5)1470.00.01.51-18.82-11.182.07-9.6146.817.0227.425.1352.82-5.0713.8410.630.285.777.140.5618.84.22-14.23-22.143.77-4.5635.132.23-18.61-11.165.42-5.9-20.184.22-14.23-22.14--0.00
20Q3 (4)147-0.680.01.86-38.410.02.2911.710.05.5150.960.055.640.510.010.60-10.40.07.10-14.560.04.92-38.960.03.95-14.130.02.74-38.570.05.76-46.370.04.92-38.960.0--0.00
20Q2 (3)1480.680.03.02379.370.02.05425.640.03.65479.370.055.3686.710.011.8332.770.08.31121.010.08.06159.160.04.6310.710.04.46384.780.010.74122.360.08.06159.160.0--0.00
20Q1 (2)1470.00.00.63-62.940.00.39-72.340.00.63-88.770.029.65-36.10.08.91-11.340.03.76-37.440.03.11-42.620.01.12-59.860.00.92-63.350.04.83-28.870.03.11-42.620.0--0.00
19Q4 (1)1470.00.01.700.00.01.410.00.05.610.00.046.40.00.010.050.00.06.010.00.05.420.00.02.790.00.02.510.00.06.790.00.05.420.00.0--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)
2024/107.71-33.19-36.08117.36-16.0933.34N/A-
2024/911.54-18.14-9.25109.65-14.235.910.32-
2024/814.137.16-8.0298.11-14.7536.390.32-
2024/710.28-14.5-31.8284.02-15.7837.920.31-
2024/612.02-23.04-26.8873.74-12.9339.470.34-
2024/515.6232.0-11.6261.72-9.5739.630.34-
2024/411.83-2.81.8946.1-8.8534.20.39-
2024/312.1719.45-23.9234.27-12.0534.270.4-
2024/210.19-14.35-6.6822.09-3.7836.980.37-
2024/111.9-20.07-1.1611.9-1.1644.330.31-
2023/1214.89-15.12-22.97172.3-9.6544.490.34-
2023/1117.5445.46-8.3157.41-8.1542.320.36-
2023/1012.06-5.14-29.38139.87-8.1340.10.38-
2023/912.72-17.03-28.56127.81-5.4443.110.37-
2023/815.331.675.26115.1-1.9446.840.34-
2023/715.07-8.31-7.8799.77-2.9649.190.33-
2023/616.44-6.973.8584.7-2.0345.730.39-
2023/517.6852.25.8868.25-3.3545.290.39-
2023/411.61-27.4314.3650.58-6.2138.540.46-
2023/316.046.54-5.7338.97-10.9938.970.51-
2023/210.92-9.28-21.822.96-14.3242.290.47-
2023/112.04-37.71-6.1812.04-6.1850.50.4-
2022/1219.331.04-2.45190.72-8.1755.540.43-
2022/1119.1312.01-7.92171.39-8.7754.010.45-
2022/1017.08-4.0430.48152.26-8.8849.440.49-
2022/917.822.252.99135.18-12.2248.720.6-
2022/814.56-11.01-27.59117.38-14.1546.750.62-
2022/716.363.3510.31102.82-11.8348.890.6-
2022/615.83-5.160.3886.46-15.0642.680.81-
2022/516.6964.42.1770.63-17.8943.830.79-
2022/410.15-40.19-43.8453.93-22.5941.10.85-
2022/316.9821.56-11.5343.78-15.1543.780.8-
2022/213.978.82-9.026.8-17.346.620.75-
2022/112.83-35.24-24.7612.83-24.7653.430.66-
2021/1219.82-4.6213.59207.77.3453.680.55-
2021/1120.7858.7326.98187.886.7251.150.58-
2021/1013.09-24.25-31.16167.14.6550.480.58-
2021/917.28-14.06-9.06154.019.4952.220.68-
2021/820.1135.562.57136.7312.3950.710.7-
2021/714.83-5.94-12.92116.6214.2746.940.76-
2021/615.77-3.48-13.28101.7919.7250.190.82-
2021/516.34-9.63-11.1486.0228.7153.610.77-
2021/418.08-5.78-3.7669.6843.8452.620.78-
2021/319.1925.0317.2651.673.9951.60.59營收較去年同期增加,係因客戶需求提升。
2021/215.35-10.01146.7232.41143.8749.850.61營收較去年同期增加,係因客戶需求提升、去年同期子公司順達電子(蘇州)公司又因新冠肺炎影響延至2月開工,出貨天數減少所致。
2021/117.06-2.22141.3617.06141.3650.870.6營收較去年同期增加,係因客戶需求提升、同期遇春節假期及子公司順達電子(蘇州)公司又因新冠肺炎影響延至2月開工,致出貨天數減少
2020/1217.456.6132.51193.488.8152.820.45-
2020/1116.36-13.957.62176.046.9254.380.44-
2020/1019.020.065.46159.676.8557.620.42-
2020/919.0-3.05-2.15140.667.0455.640.4-
2020/819.615.085.32121.658.6354.820.41-
2020/717.03-6.3320.77102.059.2953.610.42-
2020/618.19-1.131.1385.027.2555.360.35-
2020/518.39-2.1226.1466.832.1853.540.36-
2020/418.7914.7948.0848.44-4.6841.370.47-
2020/316.37163.0610.0129.65-22.2329.650.54-
2020/26.22-11.96-35.6213.29-42.8626.450.6-
2020/17.07-46.32-48.017.07-48.0135.440.45-
2019/1213.17-13.4-27.57177.8-0.590.0N/A-
2019/1115.2-15.68-18.51164.642.450.0N/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)1510.675.18-1.522.70-22.19172.3-9.668.81-1.014.06-10.964.579.336.99-19.7510.77-5.537.88-1.13
2022 (9)1501.355.26-76.223.4732.44190.72-8.188.9013.094.5611.764.18-73.768.712.7111.4-69.677.97-75.91
2021 (8)1480.6822.12218.732.62-61.47207.77.357.87-26.454.08-41.2115.93197.768.48-36.937.59179.6933.09219.71
2020 (7)1470.06.9424.66.8086.81193.488.8210.7019.296.9439.365.3515.0513.4451.8613.4416.0610.3525.15
2019 (6)1470.05.5728.943.6410.98177.8-0.68.9720.894.9831.054.6529.538.8530.3411.5840.888.2728.82
2018 (5)1470.04.3254.293.2872.63178.8713.867.4226.623.8065.943.5935.986.7988.618.2269.486.4254.7
2017 (4)1470.02.80-12.231.901087.5157.09-10.615.8626.022.29116.042.64-2.223.692.514.85-23.744.15-12.45
2016 (3)147-2.03.19-30.650.16-89.68175.74-18.74.65-12.261.06-55.832.70-16.411.87-64.046.36-35.34.74-32.09
2015 (2)150-1.324.60-23.971.55-58.56216.17-16.115.30-15.062.40-31.623.23-10.035.2-42.489.83-22.176.98-24.62
2014 (1)1520.06.0510.813.748.41257.69-0.646.2403.5103.5909.049.4412.6311.189.2610.77

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