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)1360.00.01.28-16.88-31.181.01-15.13-9.014.6837.65-8.0610.462.558.6223.98-5.22-21.2217.65-7.69-20.5316.70-18.62-36.61.85-5.13-13.551.75-16.27-31.121.15-10.87-35.8116.70-18.62-36.62.22-17.04-3.96
24Q2 (19)1360.00.01.54-17.2-19.371.197.21-9.163.4082.85.5910.21.913.2125.30-10.03-17.5919.12-10.74-18.1520.52-18.99-28.851.95-8.88-7.142.09-17.39-19.6223.73-25.05-26.8320.52-18.99-28.853.8527.51-8.64
24Q1 (18)1360.00.01.8672.2240.911.11-24.49-0.891.86-69.8140.9110.015.8116.6728.12-6.02-3.7621.42-13.1-4.1225.3363.3120.912.14-8.1511.462.5372.1140.5631.6666.3723.3825.3363.3120.912.0215.143.97
23Q4 (17)1360.00.01.08-41.9414.891.4732.436.526.1621.02-8.479.46-1.776.2929.92-1.71-2.9824.6510.99-1.5615.51-41.127.632.338.884.481.47-42.1314.8419.03-42.253.2615.51-41.127.632.55-22.288.58
23Q3 (16)1360.00.01.86-2.622.21.11-15.27-26.975.0958.07-12.099.636.88-0.7230.44-0.85-9.5422.21-4.92-18.6726.34-8.672.972.141.9-19.252.54-2.312.4232.951.64.3426.34-8.672.975.9521.040.85
23Q2 (15)1360.00.01.9144.7-16.961.3116.96-34.833.22143.94-18.899.015.01-19.1930.705.07-11.7623.364.57-17.6928.8437.662.712.19.38-33.752.644.44-16.9332.4326.381.3828.8437.662.710.7042.56-0.94
23Q1 (14)1360.00.01.3240.43-20.961.12-18.84-22.221.32-80.39-20.968.58-3.6-11.6429.22-5.25-10.2922.34-10.78-14.0420.9545.39-10.661.92-13.9-23.811.840.62-21.0525.6639.23-12.4520.9545.39-10.66-5.92-3.96-14.03
22Q4 (13)1360.00.00.94-48.356.821.38-9.2156.826.7316.23132.878.9-8.255.5830.84-8.3525.9825.04-8.3139.2714.41-43.670.842.23-15.8546.711.28-48.396.6718.43-41.641.6514.41-43.670.84-10.62-34.61-16.80
22Q3 (12)1360.00.01.82-20.8782.01.52-24.3853.545.7945.84188.069.7-13.012.1433.65-3.2824.7227.31-3.7739.7625.58-8.962.622.65-16.456.82.48-20.7782.3531.58-1.2859.9825.58-8.962.620.928.427.60
22Q2 (11)1360.00.02.3037.72259.372.0139.58187.143.97137.72293.0711.1514.8359.0634.796.8253.2628.389.299.5828.0819.74127.553.1725.79217.03.1337.28259.7731.999.14145.3228.0819.74127.5515.0063.7451.61
22Q1 (10)1360.00.01.6789.77351.351.4463.64260.01.67-42.21351.359.7115.1843.4332.5733.0595.8525.9944.55193.0123.4564.1211.842.5265.79320.02.2890.0347.0629.3161.67253.5623.4564.1211.846.3238.8826.27
21Q4 (9)1360.00.00.88-12.029.410.88-11.1118.922.8943.7887.668.43-2.5411.824.48-9.273.6417.98-7.985.5214.29-9.1517.131.52-10.0618.751.2-11.7630.4318.13-8.1614.3814.29-9.1517.1310.4322.1215.16
21Q3 (8)1360.00.01.0056.2572.410.9941.4367.82.0199.01133.728.6523.421.6626.9818.8529.0919.5437.4140.0715.7327.4740.951.6969.070.711.3656.3272.1519.7451.3843.0415.7327.4740.9513.4764.6158.22
21Q2 (7)1360.0-2.160.6472.97146.150.7075.0141.381.01172.97260.717.013.5522.1322.7036.5116.614.2260.32672.8312.3464.196.51.066.67809.090.8770.59141.6713.0457.3844.9312.3464.196.5-3.3313.6914.52
21Q1 (6)1360.00.00.37-45.593600.00.40-45.95600.00.37-75.973600.06.77-10.2117.9416.63-29.59105.568.87-47.95554.877.52-38.362048.570.6-53.12645.450.51-44.572450.08.29-47.72025.647.52-38.362048.57-2.08-14.18-10.27
20Q4 (5)1360.00.00.6817.24-80.740.7425.42-79.211.5479.07-63.077.546.05-41.1923.6213.01-56.2917.0422.15-64.8612.209.32-67.461.2829.29-79.420.9216.46-80.8715.8514.86-67.1412.209.32-67.46--0.00
20Q3 (4)136-2.160.00.58123.080.00.59103.450.00.86207.140.07.1123.870.020.9099.430.013.95658.150.011.1677.710.00.99800.00.00.79119.440.013.80900.00.011.1677.710.0--0.00
20Q2 (3)1392.210.00.262500.00.00.29462.50.00.282700.00.05.740.00.010.4829.540.01.84194.360.06.281694.290.00.11200.00.00.361700.00.01.38253.850.06.281694.290.0--0.00
20Q1 (2)1360.00.00.01-99.720.0-0.08-102.250.00.01-99.760.05.74-55.230.08.09-85.030.0-1.95-104.020.00.35-99.070.0-0.11-101.770.00.02-99.580.00.39-99.190.00.35-99.070.0--0.00
19Q4 (1)1360.00.03.530.00.03.560.00.04.170.00.012.820.00.054.040.00.048.490.00.037.490.00.06.220.00.04.810.00.048.230.00.037.490.00.0--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)
2024/103.553.7730.1234.2214.2710.56N/A-
2024/93.42-5.06.0730.6712.6810.460.12-
2024/83.64.479.9527.2513.5710.30.13-
2024/73.445.799.823.6514.1410.210.13-
2024/63.26-7.331.0520.2114.9110.20.12-
2024/53.512.3620.9716.9518.0210.260.12-
2024/43.433.3719.1213.4417.279.970.13-
2024/33.323.027.8910.0116.6510.010.12-
2024/23.22-6.9917.966.6921.5510.390.12-
2024/13.46-6.5325.093.4625.0910.20.12-
2023/123.7122.3633.6136.68-7.079.460.08-
2023/113.0311.124.5532.97-10.158.980.09-
2023/102.73-15.41-15.5529.94-11.419.220.09-
2023/93.22-1.522.7427.22-10.979.630.1-
2023/83.274.347.4123.99-12.549.630.1-
2023/73.14-2.63-10.920.72-15.039.260.1-
2023/63.2210.92-19.5817.58-15.739.010.1-
2023/52.90.8-21.5314.36-14.828.860.1-
2023/42.88-6.37-16.4311.46-12.938.690.1-
2023/33.0812.64-14.738.58-11.698.580.11-
2023/22.73-1.37-10.955.5-9.898.280.12-
2023/12.77-0.17-8.812.77-8.818.440.12-
2022/122.77-4.25-2.9639.4727.888.90.11-
2022/112.9-10.242.8336.731.039.260.11-
2022/103.232.9217.3533.834.199.410.1-
2022/93.142.944.6130.5736.259.70.12-
2022/83.05-13.440.6127.4341.1310.570.11-
2022/73.52-12.1134.2524.3948.6111.230.1-
2022/64.018.2364.8720.8751.3511.150.11本月營收較去年同期營收成長64.9%,主要原因為客戶需求增加,封裝及測試服務收入增加。
2022/53.77.3565.716.8648.4510.760.11本月營收較去年同期營收成長65.7%,主要原因為客戶需求增加,封裝及測試服務收入增加。
2022/43.45-4.4746.5813.1644.2310.120.12-
2022/33.6117.6459.929.7143.429.710.12本月營收較去年同期營收成長59.9%,主要原因為客戶需求增加,封裝及測試服務收入增加。
2022/23.070.9942.446.135.178.960.13-
2022/13.046.2228.543.0428.548.710.13-
2021/122.861.4719.9830.8618.098.430.12-
2021/112.822.427.528.017.98.570.12-
2021/102.75-8.248.5625.1919.198.780.12-
2021/93.0-0.9923.2322.4420.648.650.11-
2021/83.0315.4926.0219.4420.248.080.11-
2021/72.627.9215.1316.4119.247.290.12-
2021/62.438.7712.2113.7920.057.010.14-
2021/52.23-5.0333.2811.3621.876.840.15-
2021/42.354.2223.89.1219.376.760.15-
2021/32.264.780.526.7717.96.770.13-
2021/22.15-8.8521.734.5229.066.90.12-
2021/12.36-0.8436.552.3636.557.370.12-
2020/122.38-9.08-0.8326.14-11.187.540.09-
2020/112.623.4330.8123.75-12.17.590.09-
2020/102.534.15-69.8821.13-15.547.370.09本月營收較去年同期營收減少之主因為; 去年(108年10月)本公司認列技術服務合約補償金收入US$20,520K所致。
2020/92.431.2425.3918.611.997.110.11-
2020/82.45.5120.2716.1610.226.850.11-
2020/72.285.188.7213.768.636.120.13-
2020/62.1729.20.5311.488.615.740.14-
2020/51.68-11.78-6.219.3210.685.820.14-
2020/41.9-15.3754.057.6415.235.910.14本月營收增加之主要原因為本月客戶需求生產量較去年同期增加所致。
2020/32.2426.89-21.295.746.375.740.14-
2020/21.772.2336.283.537.345.90.14-
2020/11.73-27.9938.441.7338.446.140.13-
2019/122.419.9344.6929.432.540.0N/A-
2019/112.0-76.1816.027.02-0.040.0N/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)1360.06.12-8.115.00-21.1436.68-7.0730.09-9.0123.15-13.5522.90-1.468.49-19.6810.1-9.178.4-8.4
2022 (9)1360.06.66132.066.34114.1939.4727.933.0743.4726.7872.1123.2482.1310.57120.2111.12136.099.17132.74
2021 (8)1360.02.8788.822.9693.4630.8618.0623.0539.0215.5679.0612.7659.34.8111.454.71106.583.9488.52
2020 (7)1360.01.52-63.021.53-56.926.14-11.1816.58-44.758.69-61.08.01-58.482.27-65.42.28-69.232.09-63.2
2019 (6)1360.04.1171.973.5555.729.432.5430.0130.222.2846.6819.2967.896.5650.467.4162.55.6872.12
2018 (5)1360.02.39-53.682.28-64.628.70.9523.0553.4615.19-60.4311.49-55.124.36-60.044.56-51.643.3-54.67
2017 (4)1360.05.1618.896.4412.228.43-15.6915.02-5.4838.3965.2625.6041.210.9139.349.4353.837.2819.15
2016 (3)1360.04.3405.74033.7215.1615.89459.5123.23018.1307.8306.1306.110
2015 (2)1360.0-1.200-0.76029.28-31.222.84-87.28-4.770-9.320-1.40-2.010-1.640
2014 (1)1360.03.68-7.543.36-13.8542.57190.3822.33016.52014.8207.036.847.5311.725.06-7.66

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