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)1120.933.33-0.50-6.3855.75-0.474.0844.05-1.78-39.0634.561.32-9.59-18.526.87-42.371.63-41.00-1.4130.96-43.58-13.9628.84-0.548.4743.75-0.56-7.6940.43-43.58-13.9626.98-43.58-13.9628.84-5.4718.4921.02
24Q2 (19)11112.1246.05-0.4743.3731.88-0.4937.973.92-1.28-54.2218.471.46-1.35-5.1911.92221.8829.14-40.4337.127.88-38.2436.967.88-0.5937.8913.24-0.5237.351.89-38.2436.967.63-38.2436.967.88-9.1052.0217.68
24Q1 (18)9919.2830.26-0.8360.664.6-0.79-2.6-43.64-0.8382.264.61.48-16.859.63-9.78-100.41-278.14-64.30-23.8-21.02-60.6641.55-6.27-0.95-3.26-31.94-0.8352.84-23.88-60.6640.84-6.27-60.6641.55-6.27-3.49-13.042.87
23Q4 (17)83-1.199.21-2.11-86.73-441.03-0.778.33-305.26-4.68-72.06-1276.471.789.88-10.1-4.88-172.19-122.6-51.9412.54-203.21-103.78-69.46-394.9-0.924.17-170.59-1.76-87.23-506.9-102.54-71.82-388.98-103.78-69.46-394.97.54-75.25-28.19
23Q3 (16)8410.5310.53-1.13-63.77-2160.0-0.84-64.71-600.0-2.72-73.25-6900.01.625.19-29.266.76-26.76-75.51-59.39-35.32-621.63-61.24-47.53-1596.4-0.96-41.18-405.26-0.94-77.36-2250.0-59.68-44.15-1535.07-61.24-47.53-1596.49.63-21.54-28.72
23Q2 (15)760.00.0-0.6920.69-413.64-0.517.27-1375.0-1.57-80.46-1670.01.5414.07-43.179.2368.12-70.08-43.8917.39-2776.22-41.5127.28-769.52-0.685.56-1800.0-0.5320.9-411.76-41.4027.47-758.19-41.5127.28-769.52-8.88-51.20-91.10
23Q1 (14)760.00.0-0.87-123.08-569.23-0.55-189.47-816.67-0.87-155.88-569.231.35-31.82-53.775.49-74.57-76.05-53.13-210.16-1440.0-57.08-172.2-1162.83-0.72-111.76-620.0-0.67-131.03-570.0-57.08-172.2-1130.17-57.08-172.2-1162.83-22.68-401.54-123.90
22Q4 (13)760.00.0-0.39-680.00.0-0.19-58.3313.64-0.34-950.080.461.98-13.54-38.5121.59-21.7835.28-17.13-108.14-94.0-20.97-480.89-114.86-0.34-78.95-21.43-0.29-625.00.0-20.97-474.52-105.99-20.97-480.89-114.86-14.52-401.37-229.16
22Q3 (12)760.00.0-0.05-122.7388.64-0.12-400.058.620.04-60.0102.942.29-15.5-25.1627.60-10.5343.45-8.23-601.8323.08-3.61-158.2369.09-0.19-575.042.42-0.04-123.5387.88-3.65-158.0365.89-3.61-158.2369.09-11.3573.25-116.67
22Q2 (11)760.00.00.22269.23151.160.04166.67117.390.10176.92110.872.71-7.19-17.8830.8534.643.021.64147.54121.96.20237.17158.60.04140.0116.00.17270.0151.526.29235.56166.216.20237.17158.6-8.26167.95119.70
22Q1 (10)760.00.0-0.1366.6773.47-0.0672.7381.25-0.1392.5373.472.92-9.32-17.7522.9243.6159.94-3.4560.9364.69-4.5253.6958.19-0.164.2971.43-0.165.5273.68-4.6454.4255.13-4.5253.6958.19-2.0439.0248.44
21Q4 (9)760.00.0-0.3911.36-77.27-0.2224.14-450.0-1.74-27.94-1840.03.225.23-5.8515.96-17.05-29.82-8.8317.48-791.92-9.7616.44-89.51-0.2815.15-833.33-0.2912.12-70.59-10.184.86-123.25-9.7616.44-89.51-1.024.51-0.97
21Q3 (8)760.00.0-0.44-2.33-358.82-0.29-26.09-245.0-1.36-47.83-525.03.06-7.27-24.6319.24-10.8-26.76-10.70-42.86-277.74-11.68-10.4-531.0-0.33-32.0-237.5-0.330.0-353.85-10.70-12.63-388.41-11.68-10.4-531.0-7.154.961.02
21Q2 (7)760.00.0-0.4312.24-248.28-0.2328.12-185.19-0.92-87.76-757.143.3-7.04-23.9621.5750.52-4.05-7.4923.34-215.41-10.582.13-324.15-0.2528.57-189.29-0.3313.16-250.0-9.508.12-301.27-10.582.13-324.15-1.62-55.25-335.94
21Q1 (6)760.00.0-0.49-122.73-226.67-0.32-700.0-540.0-0.49-590.0-226.673.553.84.7214.33-36.98-22.71-9.77-886.87-369.71-10.81-109.9-199.45-0.35-1066.67-400.0-0.38-123.53-245.45-10.34-126.75-186.43-10.81-109.9-199.45-5.98-176.07-410.00
20Q4 (5)760.04.11-0.22-229.4186.75-0.04-120.095.960.10-68.75102.283.42-15.76-3.3922.74-13.44405.65-0.99-116.4596.83-5.15-290.0485.06-0.03-112.597.3-0.17-230.7786.07-4.56-222.9186.77-5.15-290.0485.06--0.00
20Q3 (4)760.00.00.17-41.380.00.20-25.930.00.32128.570.04.06-6.450.026.2716.860.06.02-7.240.02.71-42.580.00.24-14.290.00.13-40.910.03.71-21.40.02.71-42.580.0--0.00
20Q2 (3)760.00.00.29293.330.00.27640.00.00.14193.330.04.3428.020.022.4821.250.06.49412.020.04.72230.750.00.28500.00.00.22300.00.04.72230.750.04.72230.750.0--0.00
20Q1 (2)764.110.0-0.1590.960.0-0.0594.950.0-0.1596.580.03.39-4.240.018.54349.190.0-2.0893.340.0-3.6189.520.0-0.0793.690.0-0.1190.980.0-3.6189.520.0-3.6189.520.0--0.00
19Q4 (1)730.00.0-1.660.00.0-0.990.00.0-4.390.00.03.540.00.0-7.440.00.0-31.220.00.0-34.460.00.0-1.110.00.0-1.220.00.0-34.460.00.0-34.460.00.0--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)
2024/100.45-4.03-23.154.71-7.681.36N/A-
2024/90.463.61-17.844.26-5.71.321.87-
2024/80.459.62-18.513.8-3.961.341.85-
2024/70.41-14.86-19.483.35-1.611.341.84-
2024/60.486.11-4.392.941.511.461.77-
2024/50.45-14.0-10.622.462.751.521.7-
2024/40.53-3.33-1.452.016.341.471.76-
2024/30.5435.126.191.489.421.481.88-
2024/20.4-24.487.860.9411.381.521.84-
2024/10.53-7.9614.20.5314.21.731.61-
2023/120.58-6.35-2.196.3-36.311.781.89-
2023/110.626.74-4.845.72-38.481.771.9-
2023/100.582.58-20.645.1-41.021.71.98-
2023/90.572.77-24.944.52-42.91.622.39-
2023/80.558.32-27.53.96-44.781.562.49-
2023/70.511.08-34.373.41-46.831.522.56-
2023/60.5-0.79-37.272.9-48.551.542.49-
2023/50.51-5.17-49.382.4-50.421.552.47因國際政治及經濟情勢不穩定,加上通膨及供應鏈庫存調整因素,影響對元件需求,營收較去年同期有較大變化
2023/40.534.15-41.131.89-50.691.422.7因國際政治及經濟情勢不穩定,加上通膨及供應鏈庫存調整因素,影響對元件需求,營收較去年同期有較大變化
2023/30.5137.24-48.961.35-53.661.352.91因國際政治及經濟情勢不穩定,加上通膨及供應鏈庫存調整因素,影響對元件需求,營收較去年同期有較大變化
2023/20.37-20.04-58.830.84-56.121.432.75因國際情勢不穩定,影響光通訊標案需求,加上消費性產品因通膨及供應鏈庫存調整因素,影響對元件需求,營收較去年同期有較大變化
2023/10.47-21.18-53.670.47-53.671.712.3因國際情勢不穩定加上通貨膨脹,影響光通訊標案及消費性市場之需求,加上農曆春節期間工作日減少,故營收較去年同期有較大變化
2022/120.59-8.88-42.789.9-24.671.982.04-
2022/110.65-10.98-37.59.3-23.122.141.89-
2022/100.73-2.96-36.088.65-21.772.241.8-
2022/90.75-0.72-26.947.92-20.112.291.81-
2022/80.76-1.94-25.687.17-19.322.341.77-
2022/70.77-3.39-23.386.41-18.492.581.61-
2022/60.8-19.94-24.95.63-17.772.711.51-
2022/51.010.29-0.644.83-16.462.911.4-
2022/40.91-9.7-25.693.83-19.792.821.45-
2022/31.0110.7-16.452.92-17.772.921.39-
2022/20.91-10.02-20.841.92-18.442.951.38-
2022/11.01-2.65-16.161.01-16.163.091.32-
2021/121.04-0.47-6.1313.14-13.683.221.27-
2021/111.04-8.95-14.4712.1-14.273.221.27-
2021/101.1410.93.8811.06-14.253.21.28-
2021/91.030.99-13.379.92-15.943.061.39-
2021/81.021.08-21.918.88-16.233.11.38-
2021/71.01-5.31-35.287.86-15.433.091.38-
2021/61.075.91-31.896.85-11.433.31.32-
2021/51.01-17.51-31.695.78-6.233.431.26-
2021/41.221.52-6.174.781.773.571.21-
2021/31.24.89-2.713.554.823.551.25-
2021/21.15-4.7-0.422.359.153.461.29-
2021/11.28.9920.181.220.183.531.26-
2020/121.1-9.32-10.115.224.473.421.39-
2020/111.2210.580.3414.125.823.511.36-
2020/101.1-7.520.0412.96.373.61.32-
2020/91.19-8.96-16.0911.87.04.061.14-
2020/81.31-16.22-10.8810.6110.414.441.04-
2020/71.56-0.3526.839.314.264.61.0-
2020/61.576.2229.467.7412.024.341.02-
2020/51.4813.321.756.178.314.011.11-
2020/41.35.275.834.694.673.691.2-
2020/31.247.351.83.394.243.391.34-
2020/21.1515.0143.232.155.73.381.35-
2020/11.0-18.47-18.771.0-18.773.441.32-
2019/121.231.21-13.0714.57-27.630.0N/A-
2019/111.2110.26-29.3913.34-28.730.0N/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)839.21-4.680-2.6606.3-36.363.80-85.33-52.140-67.530-3.290-4.210-3.90
2022 (9)760.0-0.340-0.3409.9-24.6625.9146.47-5.890-4.660-0.580-0.460-0.260
2021 (8)760.0-1.740-1.07013.14-13.6717.69-21.97-9.180-10.700-1.210-1.340-1.330
2020 (7)764.110.1000.37015.224.4622.67369.362.7700.1100.4200.0800.070
2019 (6)731.39-4.390-2.72014.57-27.624.83-61.91-21.100-22.200-3.070-3.230-3.210
2018 (5)721.41-2.500-1.62020.139.7612.680-9.250-9.040-1.860-1.840-1.80
2017 (4)71-15.48-8.980-4.81018.34-51.6-5.520-32.030-36.790-5.870-6.90-6.410
2016 (3)84-13.43.12-59.322.68-61.4437.89-16.3922.96-28.218.21-59.056.52-62.143.11-65.792.89-68.282.78-64.36
2015 (2)97-2.027.67168.186.95182.5245.3288.3631.9826.6520.0544.5617.2242.99.09172.169.11161.037.8168.97
2014 (1)990.02.86197.922.46186.0524.0619.4625.25013.87012.0503.34187.933.49198.292.9198.97

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。