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(%)
24Q2 (20)400.00.00.00100.0100.0-0.3349.2354.17-0.500.059.681.3161.73-17.0919.4342.03103.24-9.3170.0650.740.00100.0100.0-0.1252.060.00100.0100.00.30101.26102.030.00100.0100.033.4663.239.61
24Q1 (19)400.00.0-0.5026.4727.54-0.65-30.0-8.33-0.5078.927.540.815.191.2513.68-1.8730.29-31.107.198.04-24.9130.0328.54-0.253.857.41-0.225.9328.57-23.7543.4739.64-24.9130.0328.545.34-12.32-0.71
23Q4 (18)400.02.56-0.68-51.1126.09-0.5028.5733.33-2.37-41.07-82.310.775.48-4.9413.9431.76116.46-33.5121.1219.06-35.60-44.4819.38-0.2616.1323.53-0.27-50.025.0-42.01-43.6214.07-35.60-44.4819.38-24.16-17.2215.68
23Q3 (17)400.00.0-0.4516.67-742.86-0.702.78-250.0-1.68-35.48-342.110.73-53.8-56.5510.5810.67-26.27-42.48-124.76-2056.35-24.64-79.07-1602.44-0.31-3.33-933.33-0.1818.18-700.0-29.25-97.77-734.49-24.64-79.07-1602.4421.8519.20-8.61
23Q2 (16)400.02.56-0.5421.74-42.11-0.72-20.0-26.32-1.24-79.71-158.331.5897.522.489.56-8.95-36.56-18.9044.12-12.57-13.7660.53-20.81-0.3-11.11-36.36-0.2221.43-46.67-14.7962.41-35.81-13.7660.53-20.8148.1323.370.00
23Q1 (15)402.5614.29-0.6925.0-762.5-0.6020.0-140.0-0.6946.92-762.50.8-1.23-53.7610.5063.04-36.29-33.8218.31-860.8-34.8621.06-2051.85-0.2720.59-350.0-0.2822.22-833.33-39.3519.51-16495.83-34.8621.06-2051.85-26.51-694.64-127.50
22Q4 (14)39-2.514.71-0.92-1414.29-807.69-0.75-275.0-850.0-1.30-242.11-173.450.81-51.79-67.346.44-55.12-63.9-41.40-2001.52-1656.39-44.16-2792.68-2652.6-0.34-1033.33-585.71-0.36-1300.0-1000.0-48.89-1160.52-1821.48-44.16-2792.68-2652.6-10.78-647.93-105.05
22Q3 (13)402.5617.650.07118.42-91.67-0.2064.91-129.41-0.3820.83-123.171.6830.23-54.7214.35-4.78-27.05-1.9788.27-123.231.64114.4-78.65-0.0386.36-109.680.03120.0-89.294.61142.33-46.891.64114.4-78.652.40-128.29-31.55
22Q2 (12)3911.4318.18-0.38-375.0-235.71-0.57-128.0-272.73-0.48-500.0-157.141.29-25.43-58.6515.07-8.56-18.63-16.79-376.99-415.01-11.39-603.09-483.5-0.22-266.67-229.41-0.15-400.0-266.67-10.89-4637.5-376.4-11.39-603.09-483.5-27.84-268.27-239.00
22Q1 (11)352.946.06-0.08-161.54-114.55-0.25-350.0-171.43-0.08-104.52-114.551.73-30.24-42.3316.48-7.62-17.64-3.52-232.33-169.57-1.62-193.64-126.82-0.06-185.71-140.0-0.03-175.0-116.670.24-91.55-96.26-1.62-193.64-126.82-31.70-123.03-217.65
21Q4 (10)340.03.030.13-84.52-77.970.10-85.29-83.331.777.93172.312.48-33.15-14.1917.84-9.3-10.312.66-68.63-68.671.73-77.47-74.140.07-77.42-72.00.04-85.71-78.952.84-67.28-57.031.73-77.47-74.14-7.1257.7410.38
21Q3 (9)343.033.030.84200.018.310.68106.0628.31.6495.242633.333.7118.9118.5319.676.211.928.4859.126.957.68158.592.130.3182.3547.620.28211.1116.678.68120.314.217.68158.592.1311.4675.4550.18
21Q2 (8)330.00.00.28-49.09142.420.33-5.71147.140.8452.73227.273.124.047.1718.52-7.454.755.335.34141.612.97-50.83129.380.1713.33162.960.09-50.0142.863.94-38.63140.532.97-50.83129.383.91-27.94-23.69
21Q1 (7)330.000.55-6.7800.35-41.6700.55-15.3803.03.81020.010.605.06-40.406.04-9.7200.15-40.000.18-5.2606.42-2.8706.04-9.720-1.93-11.84-14.23
20Q4 (6)330.000.59-16.900.6013.2100.65983.3302.89-7.67019.893.0608.4927.106.69-11.0400.2519.0500.19-20.8306.61-13.0306.69-11.04019.9895.3494.46
20Q3 (5)330.000.71207.5800.53175.7100.06109.0903.1347.64019.309.1606.68152.1507.52174.3800.21177.7800.24214.2907.60178.1907.52174.380--0.00
20Q2 (4)3300.0-0.6600.0-0.7000.0-0.6600.02.1200.017.6800.0-12.8100.0-10.1100.0-0.2700.0-0.2100.0-9.7200.0-10.1100.0--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)
2024/90.25-21.6320.713.03-2.440.91N/A-
2024/80.32-4.329.32.78-4.11.06N/A-
2024/70.34-16.924.582.46-7.231.15N/A-
2024/60.4-0.726.362.12-10.841.310.33-
2024/50.41-18.92-27.371.72-14.11.250.34-
2024/40.545.13-22.011.31-8.941.00.43-
2024/30.35123.6751.940.811.590.810.75主要客戶新機種需求增加所致。
2024/20.15-50.14-30.730.46-18.490.780.78-
2024/10.31-1.76-10.630.31-10.630.850.72-
2023/120.3244.011.863.87-29.810.770.61-
2023/110.22-5.2412.863.56-31.70.660.71-
2023/100.2310.94-25.493.34-33.420.690.68-
2023/90.21-16.06-56.573.11-33.950.730.72因應市場變化,與客戶回饋,變更開發設計,以致原有產品出貨暫時遲緩,新品會陸續量化出貨。
2023/80.25-7.8-64.582.9-31.370.90.58因應市場變化,與客戶回饋,變更開發設計,以致原有產品出貨暫時遲緩,新品會陸續量化出貨。
2023/70.27-29.06-45.672.65-24.771.210.43-
2023/60.38-32.21-17.012.38-21.341.580.28-
2023/50.56-12.9423.412.0-22.111.430.31-
2023/40.64182.7968.761.44-31.881.090.412022年中起客戶消化庫存,2023年Q1後已逐漸恢復正常。
2023/30.231.96-64.10.8-54.010.81.322021年因船期難約,造成2022年初客戶提前拉貨。2022年中客戶開始消化庫存,以致2023年營收下降。2022Q2起將逐漸改善。
2023/20.22-35.68-38.150.57-48.190.881.19-
2023/10.3511.97-53.090.35-53.090.851.23本期營收較去年減少,主係因出貨量減少所致。
2022/120.3159.57-53.585.52-55.160.811.12本期營收較去年減少,主係因出貨量減少所致。
2022/110.19-37.45-81.025.21-55.250.980.92本期營收較去年減少,主係因出貨量減少所致。
2022/100.31-35.33-60.675.02-52.771.490.61本期營收較去年減少,主係因出貨量減少所致。
2022/90.48-31.54-47.524.71-52.131.680.46本期營收較去年減少,主係因出貨量減少所致.
2022/80.741.39-51.034.23-52.611.660.47本期營收較去年同期減少,主係因出貨量減少所致。
2022/70.58.36-63.483.52-52.911.410.55本期營收較去年同期減少,主係因出貨量減少所致。
2022/60.460.82-53.083.03-50.571.290.73本期營收較去年同期減少,主係因出貨量減少所致。
2022/50.4519.03-55.992.57-50.091.470.64本期營收較去年同期減少,主係因出貨量減少所致。
2022/40.38-39.84-65.792.12-48.621.380.68本期營收較去年同期減少,主係因出貨量減少所致。
2022/30.6375.67-43.691.73-42.241.730.53-
2022/20.36-51.21-30.941.1-41.371.770.52-
2022/10.7410.81-45.390.74-45.392.430.38-
2021/120.67-34.76-39.8512.3151.352.480.44本期營收較去年同期增加,主係因出貨量增加所致。
2021/111.0229.613.9911.6465.762.730.4本期營收較去年同期增加,主係因出貨量增加所致。
2021/100.79-13.69-0.6410.6275.833.140.34本期營收較去年同期增加,主係因出貨量增加所致。
2021/90.91-36.12-22.689.8387.423.710.41本期營收較去年同期增加,主係因出貨量增加所致。
2021/81.435.4420.558.92119.493.770.41本期營收較去年同期增加,主係因出貨量增加所致。
2021/71.3639.2380.267.48160.393.370.45本期營收較去年同期增加,主係因出貨量增加所致。
2021/60.98-5.4367.336.13188.873.120.59本期營收較去年同期增加,主係因出貨量增加所致。
2021/51.03-7.47132.525.15234.953.270.57本期營收較去年同期增加,主係因出貨量增加所致。
2021/41.12-0.97194.844.12276.52.760.67本期營收較去年同期增加,主係因出貨量增加所致。
2021/31.13115.45255.163.0319.643.00.56本期營收較去年同期增加,主係因出貨量增加所致。
2021/20.52-61.42300.551.88370.912.990.57本期營收較去年同期增加,主係因出貨量增加所致。
2021/11.3522.05405.141.35405.143.450.49本期營收較去年同期增加,主係因出貨量增加所致。
2020/121.1112.79328.938.1353.992.890.48本期營收較去年同期增加,主係因出貨量增加所致。
2020/110.9823.83232.947.0239.832.960.47本期營收較去年同期增加,主係因出貨量增加所致。
2020/100.79-32.84240.326.0427.753.170.44本期營收較去年同期增加,主係因出貨量增加所致。
2020/91.18-0.39182.765.2516.713.130.37本期營收較去年同期增加,主係因出貨量增加所致。
2020/81.1957.66174.14.06-0.332.520.46本期營收較去年同期增加,主係因出貨量增加所致。
2020/70.7529.2556.412.87-21.091.780.65本期營收較去年同期營收增加,主係因出貨量增加所致。
2020/60.5831.429.012.12-32.91.40.46-
2020/50.4417.31-27.81.54-43.231.140.57-
2020/40.3819.27-27.221.09-47.760.830.79-
2020/30.32142.98-43.110.72-54.540.720.0主要受大陸新冠病毒疫情影響,本公司之大陸子公司配合當地政府防疫要求展延復工所致
2020/20.13-51.35-55.410.4-60.80.660.0主要受大陸新冠病毒疫情影響,本公司之大陸子公司配合當地政府防疫要求展延復工所致
2020/10.273.64-62.980.27-62.980.820.0因客戶庫存及市場需求調整,導致本月出貨量減少。
2019/120.26-12.44-67.695.28-22.210.790.0因客戶庫存及市場需求調整,導致本月出貨量減少。
2019/110.326.58-61.945.02-16.120.0N/A因客戶庫存及市場需求調整,導致本月出貨量減少。
2019/100.23-44.19-69.064.73-9.30.0N/A因客戶庫存及市場需求調整,導致本月出貨量減少。
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)402.56-2.370-2.5003.87-29.8910.81-22.9-29.280-24.460-1.130-1.080-0.950
2022 (9)3914.71-1.300-1.7505.52-55.1614.02-26.56-11.750-9.200-0.650-0.460-0.510
2021 (8)343.031.76170.771.48252.3812.3151.4119.090.05.67153.124.8985.930.7288.890.71222.730.6185.71
2020 (7)330.00.6500.4208.1353.9819.092.142.2402.6300.1800.2200.210
2019 (6)330.0-0.910-0.8505.28-21.0818.6919.2-7.240-5.660-0.380-0.350-0.30
2018 (5)330.00.190-0.1506.6918.6215.68-9.73-1.0000.930-0.0700.0500.060
2017 (4)330.0-0.520-0.4005.64-41.8617.37-11.92-3.170-3.020-0.180-0.190-0.170
2016 (3)3313.790.24-86.29-0.2009.7-6.1919.72-13.43-0.7300.82-83.57-0.0700.08-88.060.08-84.62
2015 (2)297.411.7519.860.8023.0810.340.4922.7815.524.5627.734.9927.950.4727.030.6731.370.5230.0
2014 (1)2701.4600.65010.29019.7203.5703.9000.3700.5100.40

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