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)1740.580.58-0.41-141.18-215.38-0.39-56.0-39.29-0.74-124.24-7.252.23-9.35-3.46-19.60-144.39-69.99-30.46-69.6-42.14-31.93-168.77-215.51-0.68-54.55-38.78-0.71-144.83-208.7-31.93-168.77-215.51-31.93-168.77-215.512.00-73.72-15.88
24Q2 (19)1730.00.0-0.17-6.2515.0-0.2524.2416.67-0.33-106.2540.02.4613.3613.89-8.0247.140.33-17.9631.3724.76-11.887.9126.53-0.4422.8113.73-0.29-3.5717.14-11.887.9126.53-11.887.9126.530.2523.34-9.62
24Q1 (18)1730.00.0-0.1652.9454.29-0.33-43.480.0-0.1684.3154.292.17-12.8530.72-15.16-133.5929.81-26.17-63.2623.14-12.9044.6664.72-0.57-42.50.0-0.2851.7254.1-12.9044.6664.72-12.9044.6664.72-2.53-54.30-12.81
23Q4 (17)1730.00.58-0.34-161.54-100.0-0.2317.86-155.56-1.02-47.83-308.162.497.798.73-6.4943.71-431.12-16.0325.2-128.02-23.31-130.34-77.94-0.418.37-150.0-0.58-152.17-93.33-23.31-130.34-77.94-23.31-130.34-77.947.37-63.2712.27
23Q3 (16)1730.00.58-0.1335.0-533.33-0.286.67-33.33-0.69-25.45-204.552.316.94-6.48-11.5314.21-500.52-21.4310.22-76.09-10.1237.41-650.0-0.493.92-63.33-0.2334.29-560.0-10.1237.41-309.09-10.1237.41-650.018.5338.937.88
23Q2 (15)1730.00.58-0.2042.86-186.96-0.309.09-433.33-0.55-57.14-185.942.1630.12-40.33-13.4437.78-204.11-23.8729.9-540.41-16.1755.77-249.17-0.5110.53-355.0-0.3542.62-189.74-16.1755.77-236.57-16.1755.77-249.171.30-31.51-128.79
23Q1 (14)1730.580.58-0.35-105.88-185.37-0.33-266.67-210.0-0.35-171.43-185.371.66-27.51-56.88-21.60-1202.04-218.1-34.05-384.35-414.99-36.56-179.08-300.22-0.57-256.25-235.71-0.61-103.33-187.14-36.56-179.08-337.4-36.56-179.08-300.22-17.40-386.27-104.77
22Q4 (13)1720.00.0-0.17-666.67-128.33-0.0957.14-115.250.49-25.76-79.52.29-7.29-54.111.96202.08-92.5-7.0342.24-133.96-13.10-811.96-163.81-0.1646.67-115.53-0.3-700.0-129.41-13.10-370.66-163.81-13.10-811.96-163.81-19.53-376.81-138.09
22Q3 (12)1720.00.00.03-86.96-96.1-0.21-333.33-128.00.663.13-63.332.47-31.77-53.92-1.92-114.87-106.58-12.17-324.54-150.411.84-83.03-92.51-0.3-250.0-123.260.05-87.18-96.214.84-59.12-80.31.84-83.03-92.51-18.87-65.43-201.66
22Q2 (11)1720.00.00.23-43.9-63.490.09-70.0-86.150.6456.1-37.863.62-5.97-27.4512.91-29.41-54.675.42-49.86-76.2110.84-40.64-50.480.2-52.38-82.460.39-44.29-64.2211.84-23.12-45.9110.84-40.64-50.48-14.41-37.78-59.58
22Q1 (10)1720.00.00.41-31.672.50.30-49.15-23.080.41-82.852.53.85-22.85-6.3318.29-29.98-18.2810.81-47.78-34.818.26-11.069.870.42-59.22-38.240.7-31.372.9415.40-24.99-7.3418.26-11.069.87-14.88-26.88-35.24
21Q4 (9)1720.00.00.60-22.08200.00.59-21.33168.182.3932.784083.334.99-6.935.626.12-10.5560.3420.70-14.2599.8120.53-16.44114.081.03-20.16171.051.02-22.73191.4320.53-16.44114.0820.53-16.44114.080.250.07-2.97
21Q3 (8)1720.00.00.7722.222025.00.7515.383850.01.8074.76766.675.367.4172.929.202.53367.224.145.971647.4424.5712.241298.541.2913.162680.01.3221.12300.024.5712.241298.5424.5712.241298.5414.4139.8641.02
21Q2 (7)1720.00.00.6357.5470.590.6566.67506.251.03157.5547.834.9921.4192.6628.4827.261986.0922.7837.39314.9121.8931.71288.871.1467.65522.221.0960.29463.3321.8931.71288.8721.8931.71288.8716.5578.7571.97
21Q1 (6)1720.00.00.40100.0766.670.3977.27587.50.40766.67766.674.1111.6850.022.3837.38539.4316.5860.04416.4116.6273.31555.340.6878.95585.710.6894.29780.016.6273.31555.3416.6273.31555.3415.20350.00638.63
20Q4 (5)1720.00.00.20600.0322.220.221200.0540.0-0.0677.7878.573.6818.7127.3416.29160.64232.4510.36764.1439.679.59567.8279.590.38860.0522.220.35683.33333.339.59567.8279.599.59567.8279.59--0.00
20Q3 (4)1720.00.0-0.0476.470.0-0.0287.50.0-0.27-17.390.03.119.690.06.25513.910.0-1.5685.280.0-2.0582.310.0-0.0581.480.0-0.0680.00.0-2.0582.310.0-2.0582.310.0--0.00
20Q2 (3)1720.00.0-0.17-183.330.0-0.16-100.00.0-0.23-283.330.02.59-5.470.0-1.51-143.140.0-10.60-102.290.0-11.59-217.530.0-0.27-92.860.0-0.3-200.00.0-11.59-217.530.0-11.59-217.530.0--0.00
20Q1 (2)1720.00.0-0.0633.330.0-0.08-60.00.0-0.0678.570.02.74-5.190.03.50-28.570.0-5.24-71.80.0-3.6531.650.0-0.14-55.560.0-0.133.330.0-3.6531.650.0-3.6531.650.0--0.00
19Q4 (1)1720.00.0-0.090.00.0-0.050.00.0-0.280.00.02.890.00.04.900.00.0-3.050.00.0-5.340.00.0-0.090.00.0-0.150.00.0-5.340.00.0-5.340.00.0--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)
2024/100.6813.98-17.347.548.572.09N/A-
2024/90.59-27.24-20.246.8612.032.230.72-
2024/80.82-0.756.86.2716.52.510.64-
2024/70.82-5.32.595.4518.12.510.64-
2024/60.876.479.494.6321.362.460.63-
2024/50.824.961.393.7624.472.350.66-
2024/40.782.3939.072.9532.852.140.72-
2024/30.7625.022.032.1730.752.170.81-
2024/20.61-24.5412.131.4135.972.250.78-
2024/10.8-3.8461.950.861.952.480.71去年因春節假期工作日較少,致去年1月營業額相對較低,故今年較去年同期增加幅度較大。
2023/120.84-0.298.08.62-29.552.490.71-
2023/110.842.4825.77.78-32.092.40.74-
2023/100.829.97-3.636.94-35.662.330.77-
2023/90.74-2.570.276.12-38.42.310.91-
2023/80.76-4.65-4.955.38-41.522.360.89-
2023/70.81.06-13.274.62-45.022.40.88-
2023/60.79-1.41-25.563.81-48.942.161.09-
2023/50.843.98-33.033.02-52.831.981.19受整體半導體產業影響,近幾月營收衰退幅度較大
2023/40.56-10.15-58.752.22-57.41.721.37受整體半導體產業影響,近幾月營收衰退幅度較大
2023/30.6214.86-53.671.66-56.931.661.6受整體半導體產業影響,近幾月營收衰退幅度較大
2023/20.548.97-53.541.04-58.671.811.46受整體半導體產業影響,近幾月營收衰退幅度較大
2023/10.5-35.87-63.110.5-63.111.941.37受整體半導體產業影響,近幾月營收衰退幅度較大
2022/120.7716.04-48.0412.23-37.12.291.28-
2022/110.67-21.43-59.3811.46-36.22.261.3受整體半導體產業影響,近幾月營收衰退幅度較大
2022/100.8514.43-54.2110.79-33.862.41.22受整體半導體產業影響,近幾月營收衰退幅度較大
2022/90.74-7.65-57.939.94-31.252.471.33受整體半導體產業影響,近幾月營收衰退幅度較大
2022/80.8-13.0-55.89.2-27.552.791.17受整體半導體產業影響,近幾月營收衰退幅度較大
2022/70.92-13.25-48.128.4-22.823.191.03-
2022/61.06-11.3-38.967.47-17.873.620.89-
2022/51.2-11.31-26.416.41-12.873.90.82-
2022/41.350.91-15.915.21-9.013.860.83-
2022/31.3415.19-10.343.85-6.313.850.78-
2022/21.16-13.47-5.552.51-4.04.00.75-
2022/11.35-9.66-2.611.35-2.614.480.67-
2021/121.49-9.294.3519.4560.724.990.6受整體半導體產業影響,近幾月營收成長幅度較大
2021/111.64-11.4247.4417.9668.265.260.57受整體半導體產業影響,近幾月營收成長幅度較大
2021/101.855.1363.516.3270.695.440.55受整體半導體產業影響,近幾月營收成長幅度較大
2021/91.76-2.9754.6414.4671.655.360.57受整體半導體產業影響,近幾月營收成長幅度較大
2021/81.822.1180.5712.774.325.340.57受整體半導體產業影響,近幾月營收成長幅度較大
2021/71.782.0687.1110.8873.325.160.59受整體半導體產業影響,近幾月營收成長幅度較大
2021/61.746.92140.089.170.854.990.5受整體半導體產業影響,近幾月營收成長幅度較大
2021/51.631.3485.57.3559.914.740.53受整體半導體產業影響,近幾月營收成長幅度較大
2021/41.617.5964.345.7253.864.340.58受整體半導體產業影響,近幾月營收成長幅度較大
2021/31.521.3452.714.1150.114.110.59受整體半導體產業影響,近幾月營收成長幅度較大
2021/21.23-10.7732.782.6248.664.030.6-
2021/11.38-2.6166.421.3866.423.920.62受整體半導體產業影響,近幾月營收成長幅度較大
2020/121.4227.3858.0712.092.363.670.64受整體半導體產業影響,近幾月營收成長幅度較大
2020/111.11-1.7814.4910.67-2.213.390.69-
2020/101.13-0.5611.289.56-3.853.280.71-
2020/91.1413.291.488.42-5.583.10.65-
2020/81.015.8-16.977.28-6.62.690.76-
2020/70.9530.95-19.446.28-4.692.560.79-
2020/60.73-17.38-35.035.33-1.462.590.78-
2020/50.88-10.21-3.114.67.292.840.71-
2020/40.98-0.0110.983.7210.092.890.7-
2020/30.985.511.342.749.782.740.55-
2020/20.9311.8336.941.768.932.660.56-
2020/10.83-7.49-11.340.83-11.342.70.56-
2019/120.9-7.73-2.9811.81-7.030.0N/A-
2019/110.97-4.534.4810.92-7.340.0N/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)1730.58-1.020-1.1308.62-29.52-12.490-22.910-20.540-1.970-1.770-1.770
2022 (9)1720.00.49-79.50.09-96.2312.23-37.129.56-64.31.24-94.186.88-67.490.15-96.390.84-79.610.84-79.61
2021 (8)1720.02.3902.39019.4560.7426.78281.4821.31021.1604.1504.1204.120
2020 (7)1720.0-0.060-0.05012.12.467.0283.77-0.700-0.910-0.090-0.110-0.110
2019 (6)172-57.64-0.280-0.35011.81-7.083.820-5.170-4.020-0.610-0.470-0.470
2018 (5)4060.25-1.400-3.46012.71-9.79-5.340-47.410-44.710-6.020-5.680-5.680
2017 (4)405-0.74-2.120-4.71014.09-19.12-18.500-58.220-60.880-8.20-8.580-8.580
2016 (3)4081.24-0.670-1.48017.42-5.38-6.660-14.740-15.720-2.570-2.740-2.740
2015 (2)40319.94-0.270-1.02018.41-17.0-1.690-9.570-5.950-1.760-1.090-1.10
2014 (1)33611.260.1800.05022.18-1.427.0100.3602.7800.0800.6200.620

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