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)7911.2711.27-0.46-109.4347.73-0.3439.2926.093.97-14.25262.71.16-1.69-45.024.7931.5924.09-25.2331.03-55.17-31.49-110.7-6.67-0.2932.5614.71-0.36-110.3741.94-33.02-111.19-15.25-31.49-110.7-6.675.35933.75-12.71
24Q2 (19)710.00.04.881976.92850.77-0.56-64.71-43.594.631880.77394.91.1812.38-49.363.64169.63-45.35-36.58-28.04-254.11294.171789.661587.21-0.43-43.33-79.173.472027.78854.35295.081545.051858.52294.171789.661587.21-15.12778.46-5.64
24Q1 (18)710.00.0-0.26-420.071.74-0.3453.4255.26-0.2689.671.741.05-42.62-28.081.35-71.76126.42-28.57-67.4734.73-17.41-779.2960.87-0.33.2353.12-0.18-350.072.31-20.42-264.5456.94-17.41-779.2960.87-27.95-162.84-2.64
23Q4 (17)710.00.0-0.0594.3293.51-0.73-58.7-30.36-2.50-2.46-35.141.83-13.27-7.114.7823.83258.28-17.06-4.9230.4-1.9893.2992.88-0.318.8235.42-0.0493.5592.7312.41143.32140.89-1.9893.2992.88-11.3629.47-38.33
23Q3 (16)710.00.0-0.88-35.38-87.23-0.46-17.9529.23-2.44-55.41-125.932.11-9.44-8.663.86-42.041019.05-16.26-57.4121.71-29.52-49.24-106.15-0.34-41.6729.17-0.62-34.78-87.88-28.65-70.74-122.44-29.52-49.24-106.1525.08-3.0215.37
23Q2 (15)710.00.0-0.6529.35-182.61-0.3948.689.3-1.57-70.65-153.232.3359.59-9.346.66230.3310.82-10.3376.49.31-19.7855.54-211.01-0.2462.517.24-0.4629.23-187.5-16.7864.61-291.14-19.7855.54-211.0116.854.946.48
23Q1 (14)710.00.0-0.92-19.48-135.9-0.76-35.71-123.53-0.9250.27-135.91.46-25.89-49.31-5.11-69.21-166.88-43.77-78.58-435.09-44.49-59.92-366.35-0.64-33.33-166.67-0.65-18.18-132.14-47.42-56.24-459.2-44.49-59.92-366.35-20.30-41.66-10.93
22Q4 (13)710.010.94-0.77-63.83-20.31-0.5613.85-51.35-1.85-71.3-262.751.97-14.72-38.05-3.02-619.05-137.42-24.51-18.01-205.99-27.82-94.27-117.34-0.480.0-92.0-0.55-66.67-34.15-30.35-135.64-160.07-27.82-94.27-117.34-12.42-84.09-18.65
22Q3 (12)710.09.23-0.47-104.35-1075.0-0.65-51.160-1.08-74.19-871.432.31-10.12-35.83-0.42-106.99-103.02-20.77-82.35-1044.09-14.32-125.16-1945.71-0.48-65.52-700.0-0.33-106.25-1000.0-12.88-200.23-1040.15-14.32-125.16-1945.71-10.44-31.66-38.81
22Q2 (11)710.020.34-0.2341.03-200.0-0.43-26.47-243.33-0.62-58.97-426.322.57-10.76-33.936.01-21.34-66.5-11.39-39.24-251.26-6.3633.33-282.23-0.29-20.83-200.0-0.1642.86-214.29-4.2949.41-186.67-6.3633.33-282.23-10.0940.05-9.18
22Q1 (10)7110.9420.34-0.3939.06-875.0-0.348.11-325.0-0.3923.53-875.02.88-9.43-14.547.64-5.33-21.64-8.18-2.12-1997.44-9.5425.47-1206.85-0.244.0-2300.0-0.2831.71-1300.0-8.4827.34-1245.95-9.5425.47-1206.85-10.55-730.474.05
21Q4 (9)64-1.548.47-0.64-1500.0-740.0-0.370-305.56-0.51-464.29-342.863.18-11.67-5.928.07-42.07-49.81-8.01-464.09-251.7-12.80-1728.57-835.63-0.25-412.5-238.89-0.41-1266.67-783.33-11.67-951.82-519.78-12.80-1728.57-835.63-9.56-808.70-50.00
21Q3 (8)6510.17-39.81-0.04-117.3900.00-100.0-100.00.14-26.32133.333.6-7.464.9613.93-22.35-0.432.20-70.78-55.28-0.70-120.06-638.460.08-72.41-52.94-0.03-121.4301.37-72.32-54.79-0.70-120.06-638.463.98278.81187.50
21Q2 (7)590.0-43.810.23675.0130.00.30475.0100.00.19575.0216.673.8915.4318.9617.9484.024.157.532030.774.583.49578.089.060.293000.020.830.14800.040.04.95568.92-23.613.49578.089.067.56267.50165.28
21Q1 (6)590.0-45.37-0.04-140.00.0-0.08-144.440.0-0.04-119.050.03.37-0.360.489.75-39.371.88-0.39-107.3977.59-0.73-141.9566.05-0.01-105.5675.0-0.02-133.3360.00.74-73.38165.49-0.73-141.9566.05-0.88-70.00-9.72
20Q4 (5)59-45.37-45.370.100225.00.18125.0500.00.21250.0133.333.38-1.4616.1516.0814.9451.275.287.3278.981.741238.46156.130.185.88100.00.060166.672.78-8.25439.021.741238.46156.13--0.00
20Q3 (4)1082.860.00.00-100.00.00.08-46.670.00.060.00.03.434.890.013.99-3.180.04.92-31.670.00.13-95.940.00.17-29.170.00-100.00.03.03-53.240.00.13-95.940.0--0.00
20Q2 (3)105-2.780.00.10350.00.00.15287.50.00.06250.00.03.2755.710.014.4550.990.07.20513.790.03.20248.840.00.24700.00.00.1300.00.06.48673.450.03.20248.840.0--0.00
20Q1 (2)1080.00.0-0.0450.00.0-0.08-366.670.0-0.0493.650.02.1-27.840.09.57-9.970.0-1.74-158.980.0-2.1530.650.0-0.04-144.440.0-0.0544.440.0-1.13-37.80.0-2.1530.650.0--0.00
19Q4 (1)1080.00.0-0.080.00.00.030.00.0-0.630.00.02.910.00.010.630.00.02.950.00.0-3.100.00.00.090.00.0-0.090.00.0-0.820.00.0-3.100.00.0--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)
2024/100.33-5.51-51.663.72-43.511.05N/A本月營業收入減少係因客戶需求減少所致。
2024/90.35-6.47-46.863.39-42.571.160.36-
2024/80.37-16.0-48.423.04-42.51.240.34-
2024/70.442.89-40.122.67-41.571.310.32-
2024/60.43-1.99-40.592.23-41.841.180.37-
2024/50.4438.34-44.841.8-42.131.120.39-
2024/40.32-13.02-61.221.36-41.210.920.48主要係處分大陸子公司昆山錦承電子有限公司,致營收減少。
2024/30.3654.69-40.751.05-30.351.050.46-
2024/20.24-47.57-55.410.68-23.171.210.42月份遇農曆春節,工作日數減少所致。
2024/10.45-14.2623.740.4523.741.60.3-
2023/120.52-16.73-16.137.73-20.551.830.27-
2023/110.63-7.3-16.017.21-20.851.960.26-
2023/100.683.8713.566.58-21.292.050.24-
2023/90.65-9.23-4.035.9-23.972.110.28-
2023/80.72-2.49-13.935.29-25.292.180.28-
2023/70.742.09-7.294.57-26.812.250.27-
2023/60.72-9.01-16.053.84-29.662.330.32-
2023/50.79-2.73-10.923.11-32.212.220.34-
2023/40.8232.88-0.292.32-37.331.960.38-
2023/30.6116.42-36.71.5-47.841.50.57-
2023/20.5345.5-36.020.89-53.491.510.57客戶需求減少所致
2023/10.36-41.89-66.710.36-66.711.730.5受農曆春節工作天數減少與客戶需求減少所致
2022/120.62-16.61-38.499.73-30.691.970.45-
2022/110.7525.34-31.499.11-30.082.030.43-
2022/100.6-12.22-44.568.36-29.952.110.42-
2022/90.68-18.59-41.157.77-28.52.310.37-
2022/80.845.02-33.627.09-26.992.490.34-
2022/70.8-7.55-34.456.25-26.012.550.33-
2022/60.86-3.45-16.455.45-24.592.570.39-
2022/50.898.87-37.934.59-25.942.680.37-
2022/40.82-15.64-41.273.7-22.332.610.38-
2022/30.9717.67-27.582.88-14.512.880.38-
2022/20.82-24.286.091.91-5.92.930.38-
2022/11.097.37-13.321.09-13.323.20.34-
2021/121.01-7.13-10.614.0513.93.180.35-
2021/111.091.42-2.9913.0316.383.320.34-
2021/101.08-6.82-9.5711.9418.553.490.32-
2021/91.16-8.17-0.5210.8622.273.630.31-
2021/81.263.717.929.7125.73.50.32-
2021/71.2117.838.238.4528.943.680.3-
2021/61.03-28.27-1.667.2333.223.860.27-
2021/51.443.028.36.241.564.170.25-
2021/41.394.0122.724.7746.113.510.3-
2021/31.3472.449.773.3758.63.370.27109年因受到疫情影響,產線停工,故營收下降。本年度疫情雖然嚴峻,但已有相對應之措施,故對於今年度的影響相對降低。
2021/20.78-38.14119.172.0365.013.170.29109年因受到疫情影響,產線停工,故營收下降。本年度疫情雖然嚴峻,但已有相對應之措施,故對於今年度的影響相對降低。
2021/11.2610.7443.131.2643.133.520.26-
2020/121.130.779.1612.3323.293.450.27-
2020/111.13-5.4514.5111.224.933.480.27-
2020/101.192.527.6610.0726.223.520.26-
2020/91.16-0.3710.58.8826.083.450.25-
2020/81.174.0119.367.7228.823.330.25-
2020/71.127.0614.996.5530.583.290.26-
2020/61.05-6.4127.595.4334.343.30.24-
2020/51.12-1.4647.684.3836.063.150.25-
2020/41.1426.9495.543.2632.482.390.33因新冠肺炎影響,居家商機增加,促使大陸子公司訂單增加
2020/30.89152.2832.632.1313.022.130.44-
2020/20.35-59.6-27.931.232.072.270.41-
2020/10.88-15.5322.710.8822.712.90.32-
2019/121.045.7170.5510.039.220.0N/A因大陸子公司產品轉型,開始量產,是以收入增加
2019/110.985.449.488.9636.310.0N/A因大陸子公司產品轉型,開始量產,是以收入增加
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)710.0-2.500-2.3307.73-20.553.232.87-19.860-22.910-1.540-1.460-1.770
2022 (9)7110.94-1.850-1.9709.73-30.753.14-75.3-15.320-13.530-1.490-1.250-1.320
2021 (8)648.47-0.510-0.14014.0515.3512.71-8.760.74-83.48-2.2900.1-81.82-0.10-0.320
2020 (7)59-45.370.2100.35012.1823.5313.9330.434.4801.0100.5500.3900.120
2019 (6)1080.0-0.630-0.1609.8638.6810.680-0.120-6.830-0.010-0.550-0.670
2018 (5)1080.0-1.590-2.4207.11-13.29-5.480-26.490-24.070-1.880-1.680-1.710
2017 (4)1080.0-1.800-1.9108.2-12.114.97-36.77-18.300-23.690-1.50-1.930-1.940
2016 (3)1080.0-0.960-1.8509.33-42.97.86-34.34-13.770-11.120-1.280-0.860-1.040
2015 (2)1080.0-0.740-1.16016.34-25.8311.976.68-1.630-4.850-0.270-0.130-0.790
2014 (1)1080.0-1.310-1.20022.036.0711.220-2.680-6.360-0.590-1.060-1.420

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