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)1051.948.255.52-18.2213.356.5022.87138.9717.7944.7516.3546.1223.9554.9226.750.385.2717.557.827.5412.62-32.55-20.638.133.6697.565.82-16.3823.0415.35-23.52-23.4812.62-32.55-20.6317.982.0359.76
24Q2 (19)1034.046.196.7522.287.665.2996.6545.7312.29122.6417.9537.2112.0113.0326.655.964.3116.2812.29.1918.7113.951.086.0625.7323.426.9627.7114.2920.07-10.52-8.118.7113.951.085.1414.2131.21
24Q1 (18)992.062.065.526.1533.012.69-34.23-31.385.52-73.0533.0133.22-1.72-2.3825.15-8.14-4.0414.51-15.29-10.3216.429.9138.684.82-16.75-12.525.457.9235.2422.4315.840.9816.429.9138.685.916.468.07
23Q4 (17)970.03.195.206.7817.384.0950.37-48.6820.4833.94-16.8833.813.54-19.1627.387.75-15.4917.1324.49-23.914.94-6.0449.855.7941.22-38.475.056.7721.119.37-3.4455.4614.94-6.0449.851.98-7.7712.65
23Q3 (16)970.00.04.87-22.33-40.172.72-25.07-54.7415.2946.74-25.0929.77-9.57-26.5825.41-0.55-16.0813.76-7.71-32.6215.90-14.1-18.464.1-16.5-50.484.73-22.33-39.920.06-8.15-17.2815.90-14.1-18.46-6.4214.38-16.23
23Q2 (15)970.03.196.2751.080.163.63-7.4-27.6910.42151.08-14.5932.92-3.262.9725.55-2.52-14.3214.91-7.85-22.2218.5156.33-1.654.91-10.89-19.96.0951.123.0521.8437.273.1618.5156.33-1.65-10.9322.38-29.11
23Q1 (14)973.1910.234.15-6.32-30.023.92-50.827.14.15-83.16-30.0234.03-18.61-0.2126.21-19.1-1.516.18-28.12-3.1111.8418.76-24.545.51-41.45-3.164.03-3.36-23.0915.9127.69-23.5511.8418.76-24.54-7.75-25.95-9.11
22Q4 (13)94-3.096.824.43-45.587.527.9732.61105.4124.6420.7344.8641.813.1124.432.407.032.3522.5110.2442.929.97-48.87-8.539.4113.6577.884.17-47.0115.8312.46-48.62-13.119.97-48.87-8.5314.97-7.7726.16
22Q3 (12)973.1910.238.1430.0366.86.0119.7244.4720.4167.358.0940.5526.8427.4430.281.5415.4820.426.5220.2619.503.6142.348.2835.0753.337.8733.1683.4524.2514.5545.0419.503.6142.3410.2917.8028.44
22Q2 (11)946.826.826.265.5636.985.0237.168.8912.20105.7351.9331.97-6.256.3529.8212.069.4719.1714.793.5718.8219.9538.486.137.7310.255.9112.7947.3821.171.7334.518.8219.9538.48-2.4024.7515.74
22Q1 (10)880.01.155.9343.9371.883.66-5.6764.135.93-65.1471.8834.11.4626.4426.618.716.416.706.0324.4415.6943.9437.515.697.5657.185.2445.5675.2520.8145.1231.3815.6943.9437.513.5414.18-6.20
21Q4 (9)880.06.024.12-15.5722.993.88-6.7333.7917.0131.7614.0833.615.6332.0624.48-6.641.2415.75-7.248.5510.90-20.44-3.25.29-2.0443.363.6-16.0829.9614.34-14.236.7810.90-20.44-3.25.74-4.39-8.25
21Q3 (8)880.06.024.886.7821.094.16-9.7623.0812.9160.7711.5831.825.8519.8926.22-3.742.516.98-8.270.5913.700.819.345.4-2.8820.544.296.9828.8316.726.234.1113.700.819.348.6619.6248.48
21Q2 (7)881.156.024.5732.46-2.354.61106.733.368.03132.756.530.0611.4613.1827.2419.16-5.5218.5137.93-9.4913.5919.11-6.535.5653.592.394.0134.113.6215.74-0.63-9.4913.5919.11-6.538.7117.7341.81
21Q1 (6)874.824.823.452.9920.632.23-23.15.193.45-76.8620.6326.975.9729.2322.86-5.46-2.2213.42-7.511.9811.411.330.713.62-1.931.642.997.9426.6915.8417.9415.0311.411.330.710.93-6.94-18.65
20Q4 (5)830.00.03.35-16.871.212.90-14.2-9.6614.9128.8789.9425.45-4.1111.5224.18-5.47-5.2114.51-14.04-18.8511.26-10.14-5.853.69-17.63-9.562.77-16.821.0913.43-16.38-11.2411.26-10.14-5.85--0.00
20Q3 (4)830.00.04.03-13.890.03.38-24.220.011.5753.450.026.54-0.080.025.58-11.270.016.88-17.460.012.53-13.820.04.48-17.50.03.33-13.950.016.06-7.650.012.53-13.820.0--0.00
20Q2 (3)830.00.04.6863.640.04.46110.380.07.54163.640.026.5627.260.028.8323.310.020.4555.40.014.5428.330.05.4397.450.03.8763.980.017.3926.290.014.5428.330.0--0.00
20Q1 (2)830.00.02.86-13.60.02.12-33.960.02.86-63.570.020.87-8.550.023.38-8.350.013.16-26.40.011.33-5.270.02.75-32.60.02.36-13.870.013.77-8.990.011.33-5.270.0--0.00
19Q4 (1)830.00.03.310.00.03.210.00.07.850.00.022.820.00.025.510.00.017.880.00.011.960.00.04.080.00.02.740.00.015.130.00.011.960.00.0--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)
2024/1016.05-0.7349.06132.623.3748.34N/A-
2024/916.160.1854.86116.5520.5146.120.75客戶需求增加
2024/816.1316.7355.47100.3916.3542.980.8客戶需求增加
2024/713.826.154.3884.2511.039.060.88客戶需求增加
2024/613.036.6320.0470.435.237.210.8-
2024/512.222.0710.0557.412.3335.340.84-
2024/411.977.329.1345.190.4333.620.89-
2024/311.156.17-3.1933.22-2.3733.220.78-
2024/210.5-9.2-2.3422.07-1.9533.930.76-
2024/111.57-2.42-1.5911.57-1.5934.60.75-
2023/1211.866.05-10.05130.51-12.0733.80.78-
2023/1111.183.85-22.67118.66-12.2632.380.81-
2023/1010.763.12-24.04107.48-11.0231.580.83-
2023/910.440.58-25.5496.71-9.2929.770.94-
2023/810.3815.91-24.7986.28-6.8230.180.92-
2023/78.95-17.5-29.6975.9-3.6830.90.9-
2023/610.85-2.24-16.9866.951.3232.920.88-
2023/511.11.228.6156.15.8433.590.86-
2023/410.97-4.8126.3945.05.1833.240.87-
2023/311.527.11-0.7834.03-0.2134.031.02-
2023/210.76-8.5-3.6522.510.0835.690.97-
2023/111.75-10.823.7611.753.7639.390.88-
2022/1213.18-8.8211.27148.4321.241.810.91-
2022/1114.462.029.75135.2522.2642.650.89-
2022/1014.171.0933.36120.7921.4241.990.91-
2022/914.021.627.81106.6220.040.551.0-
2022/813.88.3527.892.618.8939.61.02-
2022/712.73-2.5726.6778.817.4636.021.13-
2022/613.0727.934.0666.0715.8431.971.22-
2022/510.2217.792.5853.012.0830.511.28-
2022/48.68-25.27-16.1642.7814.6231.451.24-
2022/311.614.024.4234.126.4334.11.01-
2022/211.16-1.4539.4322.4927.4934.341.0-
2022/111.33-4.3617.5711.3317.5734.321.0-
2021/1211.856.3134.78122.4623.1733.610.85-
2021/1111.144.8433.76110.6222.0532.740.88-
2021/1010.63-3.1127.5599.4820.8632.390.88-
2021/910.971.5930.7288.8520.1131.820.69-
2021/810.87.3928.2677.8818.7530.60.72-
2021/710.053.13.2267.0917.3529.760.74-
2021/69.75-2.133.057.0320.2530.060.66-
2021/59.96-3.7311.9147.2824.5529.640.67-
2021/410.3510.920.3837.3228.4327.690.71-
2021/39.3316.5511.026.9731.8126.970.68-
2021/28.01-16.954.8117.6446.3126.430.69本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2021/19.649.6339.939.6439.9326.750.68-
2020/128.795.517.1799.4236.0825.450.68-
2020/118.33-0.017.0590.6339.7325.050.69-
2020/108.33-0.721.8482.344.1925.140.69-
2020/98.39-0.3135.4973.9747.2326.540.64-
2020/88.42-13.5639.5165.5848.8827.620.61-
2020/79.742.8779.5657.1650.3728.10.6本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/69.476.3371.8347.4345.5126.960.71本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/58.93.5481.1737.9640.1625.90.74本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/48.62.2639.2229.0631.0722.170.86-
2020/38.4162.5456.5420.4627.9220.460.81本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/25.17-24.8920.6712.0613.4620.260.82-
2020/16.89-16.038.596.898.5922.870.73-
2019/128.25.3839.0973.06-21.480.0N/A-
2019/117.7813.817.1864.86-25.580.0N/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)973.1918.22-17.0314.36-36.66130.51-12.0726.16-12.6315.55-21.7815.25-3.4220.3-31.2125.12-13.1119.9-14.22
2022 (9)946.8221.9649.1822.6752.25148.4321.2129.9418.5719.8822.4115.7927.3429.5148.4428.9150.9723.255.81
2021 (8)886.0214.725.614.8915.61122.4623.1725.25-1.4816.24-1.2812.40-0.7219.8821.5919.1526.2414.8920.66
2020 (7)830.013.9484.1512.8884.099.4236.0825.6311.1416.4535.9512.4940.9716.3584.9515.1790.112.3490.14
2019 (6)830.07.57-43.597.00-30.8373.06-21.4823.06-7.212.10-15.58.86-29.128.84-33.687.98-44.316.49-44.2
2018 (5)835.0613.42-0.8910.1210.2493.0513.9224.854.1914.32-3.3712.50-4.8713.3310.1714.338.5611.638.39
2017 (4)7911.2713.5451.129.1872.5681.684.2123.8553.9714.8256.3313.1460.4412.162.8513.259.6110.7367.13
2016 (3)7110.948.9611.725.3218.7578.3844.9115.49-11.289.48-0.218.19-13.977.4344.558.2747.946.4224.66
2015 (2)646.678.0249.914.4879.254.0917.5117.4644.99.50185.299.5235.615.14235.955.59162.445.1559.44
2014 (1)60130.775.35226.222.50046.0386.4312.0503.3307.0201.53131.822.1356.623.23651.16

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