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)67-1.47-1.47-0.18-20.00-0.2712.947.06-0.69-32.69-91.674.1424.329.5213.31-3.34-0.45-10.7628.743.58-9.7618.94-261.48-0.4510.0-7.14-0.12-20.00-9.2921.0-330.09-9.7618.94-261.4812.6219.7335.79
24Q2 (19)680.00.0-0.1559.46-850.0-0.3158.67-14.81-0.52-40.54-48.573.330.91-17.1613.7742.25-2.82-15.1019.29-99.74-12.04-0.67-261.56-0.519.35-66.67-0.160.0-1100.0-11.76-6.33-327.64-12.04-0.67-261.567.1668.0211.16
24Q1 (18)680.00.0-0.3776.580.0-0.75-36.36-74.42-0.3780.930.03.313.4-12.09.68-11.1933.15-18.7119.04-34.03-11.9676.17-0.93-0.627.46-19.23-0.2576.850.0-11.0676.7414.46-11.9676.17-0.93-4.8138.29-22.10
23Q4 (17)680.00.0-1.580-444.83-0.55-7.84-96.43-1.94-438.89-1041.182.91-23.02-17.0910.90-18.47-0.18-23.11-107.08-98.54-50.19-1758.89-323.9-0.67-59.52-63.41-1.080-440.0-47.54-2100.93-299.83-50.19-1758.89-323.9-14.49-50.00-48.37
23Q3 (16)680.00.00.00-100.0100.0-0.51-88.89-4.08-0.36-2.86-400.03.78-5.97-8.713.37-5.6529.68-11.16-47.62-26.67-2.7018.9230.77-0.42-40.0-16.670-100.0100.0-2.1621.4539.83-2.7018.9230.770.622.70-25.84
23Q2 (15)680.00.00.02105.410.0-0.2737.21-107.69-0.355.41-229.634.027.2-20.8714.1794.9125.96-7.5645.85-132.62-3.3371.9-105.56-0.342.31-76.470.01104.0-50.0-2.7578.73-152.29-3.3371.9-105.567.0238.91-8.18
23Q1 (14)680.00.0-0.37-27.59-248.0-0.43-53.57-458.33-0.37-117.65-248.03.756.84-35.237.27-33.42-45.46-13.96-19.93-3590.0-11.85-0.08-900.68-0.52-26.83-2700.0-0.25-25.0-247.06-12.93-8.75-733.82-11.85-0.08-900.68-4.19-54.42-5.36
22Q4 (13)680.011.48-0.29-81.25-462.5-0.2842.86-333.33-0.17-241.6757.53.51-15.22-44.0210.925.92-13.95-11.64-32.12-2228.0-11.84-203.59-862.6-0.41-13.89-1266.67-0.2-81.82-500.0-11.89-231.2-1192.39-11.84-203.59-862.6-16.86-490.62-117.03
22Q3 (12)680.017.24-0.16-900.0-633.33-0.49-276.92-508.330.12-55.56124.04.14-18.5-28.1210.31-8.36-20.57-8.81-171.08-1074.67-3.90-140.74-73.33-0.36-111.76-800.0-0.11-650.0-650.0-3.59-229.36-97.25-3.90-140.74-73.33-15.38-496.00-242.62
22Q2 (11)680.017.240.02-92.0105.41-0.13-208.3356.670.278.0150.05.08-12.2625.4311.25-15.6-11.14-3.25-912.537.26-1.62-209.4671.43-0.17-950.019.050.02-88.24109.52-1.09-153.4380.29-1.62-209.4671.43-9.9660.25-104.17
22Q1 (10)6811.4817.240.25212.5247.060.120.0166.670.25162.5247.065.79-7.6643.3213.335.04-9.440.40180.0121.281.48220.33161.410.02166.67125.00.17240.0270.02.04321.74259.381.48220.33161.410.59189.580.00
21Q4 (9)615.175.170.08166.67117.390.120.0136.36-0.4020.071.836.278.8591.1612.69-2.237.91-0.5033.3393.32-1.2345.3384.98-0.0325.088.00.05150.0118.52-0.9249.4589.86-1.2345.3384.9825.54137.3970.00
21Q3 (8)580.00.00.03108.11110.00.12140.0150.0-0.507.4147.925.7642.2250.7912.982.5319.52-0.7585.5284.97-2.2560.3250.98-0.0480.9578.950.02109.52111.11-1.8267.0966.73-2.2560.3250.9821.23-4.7736.66
21Q2 (7)580.03.57-0.37-117.65-60.87-0.30-66.67-100.0-0.54-217.6518.184.050.25-12.912.66-13.9914.47-5.18-175.53-99.23-5.67-135.27-104.69-0.21-162.5-75.0-0.21-110.0-61.54-5.53-332.03-65.57-5.67-135.27-104.6911.71-27.31-10.61
21Q1 (6)580.00.0-0.1763.0460.47-0.1845.4550.0-0.1788.0360.474.0423.170.7514.7225.1750.67-1.8874.8769.33-2.4170.5761.69-0.0868.068.0-0.162.9660.0-1.2885.8980.28-2.4170.5761.694.524.863.98
20Q4 (5)580.00.0-0.46-53.33-48.39-0.33-37.5-50.0-1.42-47.9211.253.28-14.14-7.8711.768.2923.92-7.48-49.97.43-8.19-78.43-61.86-0.25-31.5813.79-0.27-50.0-50.0-9.07-65.81-3.07-8.19-78.43-61.86--0.00
20Q3 (4)583.570.0-0.30-30.430.0-0.24-60.00.0-0.96-45.450.03.82-17.850.010.86-1.810.0-4.99-91.920.0-4.59-65.70.0-0.19-58.330.0-0.18-38.460.0-5.47-63.770.0-4.59-65.70.0--0.00
20Q2 (3)56-3.450.0-0.2346.510.0-0.1558.330.0-0.66-53.490.04.6515.960.011.0613.20.0-2.6057.590.0-2.7755.960.0-0.1252.00.0-0.1348.00.0-3.3448.540.0-2.7755.960.0--0.00
20Q1 (2)580.00.0-0.43-38.710.0-0.36-63.640.0-0.4373.120.04.0112.640.09.772.950.0-6.1324.130.0-6.29-24.310.0-0.2513.790.0-0.25-38.890.0-6.4926.250.0-6.29-24.310.0--0.00
19Q4 (1)580.00.0-0.310.00.0-0.220.00.0-1.600.00.03.560.00.09.490.00.0-8.080.00.0-5.060.00.0-0.290.00.0-0.180.00.0-8.800.00.0-5.060.00.0--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)
2024/111.2110.2521.3813.07-4.673.58N/A-
2024/101.1-14.03-6.0311.86-6.713.77N/A-
2024/91.28-8.657.710.76-6.784.140.19-
2024/81.4-4.6930.739.48-8.443.990.2-
2024/71.4729.79-3.448.09-12.953.720.21-
2024/61.130.26-17.166.62-14.83.320.17-
2024/51.136.2-27.995.49-14.33.360.17-
2024/41.06-9.64-2.624.36-9.883.110.18-
2024/31.1733.67-0.563.3-11.993.30.16-
2024/20.88-29.76-27.02.13-17.242.870.18-
2024/11.2569.27-8.651.25-8.652.990.17-
2023/120.74-25.88-34.4614.45-21.52.90.24-
2023/111.0-14.64-3.7313.71-20.663.350.21-
2023/101.17-1.46-7.9512.71-21.733.420.2-
2023/91.1910.88-22.3411.54-22.93.770.23-
2023/81.07-29.61-5.9210.36-22.973.950.22-
2023/71.5211.355.019.29-24.544.450.2-
2023/61.36-12.83-26.247.77-28.474.020.29-
2023/51.5643.616.616.41-28.933.840.3-
2023/41.09-7.72-37.864.84-35.843.470.33-
2023/31.18-1.87-49.023.75-35.233.750.41-
2023/21.2-12.11-18.042.57-26.053.70.42-
2023/11.3721.45-31.91.37-31.93.530.44-
2022/121.138.86-37.1318.41-8.433.430.73-
2022/111.04-18.38-57.5217.28-5.623.830.65主係IC零組件、連接器等終端客戶需求減少
2022/101.27-16.86-37.5516.242.343.930.63-
2022/91.5334.32-32.9614.978.194.110.55-
2022/81.14-21.43-18.3613.4516.34.430.51-
2022/71.45-21.79-30.5712.3121.054.760.47-
2022/61.8525.9939.4710.8734.345.070.36-
2022/51.47-16.292.089.0233.345.540.33-
2022/41.75-24.336.37.5541.785.540.33-
2022/32.3257.7750.375.843.535.80.28因終端客戶需求增加,主銷售產品為IC零組件、記憶體及連接器
2022/21.47-26.9839.493.4839.315.270.3-
2022/12.0112.1339.172.0139.176.240.26-
2021/121.79-26.4455.720.127.446.260.25因終端客戶需求增加,主銷售產品為IC零組件及連接器
2021/112.4419.98123.9818.3125.226.750.24因終端客戶需求增加,主銷售產品為IC零組件及連接器
2021/102.03-10.7694.5315.8717.275.70.28因終端客戶需求增加,主銷售產品為IC零組件及連接器
2021/92.2863.57120.3713.8410.815.750.34終端客戶需求增加,主銷售產品為IC零組件
2021/81.39-33.186.0111.560.934.80.4-
2021/72.0857.1340.910.170.274.850.4-
2021/61.33-7.78-13.298.09-6.654.050.34-
2021/51.4411.76-9.466.76-5.224.260.33-
2021/41.29-16.49-16.15.32-4.013.880.36-
2021/31.5446.35-1.944.040.64.040.23-
2021/21.05-27.15-6.52.52.243.650.26-
2021/11.4425.459.721.449.723.680.26-
2020/121.155.814.1615.7711.483.280.26-
2020/111.094.2-9.3814.6212.13.170.27-
2020/101.041.08-16.9113.5314.283.390.25-
2020/91.03-21.3-16.5112.4917.983.820.21-
2020/81.31-11.19-2.611.4622.554.320.19-
2020/71.48-3.3119.9910.1426.794.60.18-
2020/61.53-3.7132.548.6628.034.650.2-
2020/51.593.5625.787.1427.14.690.2-
2020/41.53-2.3935.085.5527.494.230.22-
2020/31.5739.5544.184.0124.814.010.22-
2020/21.13-14.5131.212.4414.893.550.25-
2020/11.3219.13.841.323.840.0N/A-
2019/121.11-7.946.314.15-3.120.0N/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)680.0-1.940-1.76014.46-21.9211.51-1.03-13.300-14.820-1.920-2.060-1.320
2022 (9)6811.48-0.170-0.79018.52-7.9511.63-11.69-4.940-3.090-0.920-0.50-0.120
2021 (8)615.17-0.400-0.24020.1227.6613.1721.61-1.790-2.650-0.360-0.440-0.240
2020 (7)580.0-1.420-1.04015.7611.5410.837.98-5.090-5.230-0.80-0.920-0.820
2019 (6)581.75-1.600-1.34014.13-3.2210.03-2.34-8.190-6.560-1.160-1.190-0.930
2018 (5)5732.56-1.010-1.10014.62.1710.27-9.44-5.590-3.950-0.820-0.660-0.580
2017 (4)437.50.1200.12014.29-14.0711.3429.90.8000.3600.1100.0800.050
2016 (3)405.26-1.400-0.69016.63-22.768.73-4.59-3.380-3.380-0.560-0.660-0.560
2015 (2)3826.670.05-91.67-0.16021.535.389.15-11.51-0.2700.08-90.91-0.0600.07-58.820.02-88.89
2014 (1)300.00.60200.00.25733.3320.43-3.9910.3400.7700.8800.16433.330.17142.860.18200.0

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