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)800.03.92.0118.24-1.951.7716.4522.075.4258.94-1.637.845.9515.4639.49-4.96-3.4920.13-4.42-10.6520.3112.46-12.981.581.283.271.617.651.2722.48-2.3-21.5920.3112.46-12.985.839.129.57
24Q2 (19)801.275.261.700.0-13.271.522.7-1.943.41100.59-1.457.45.717.5641.552.748.2621.06-2.9-4.2318.06-4.9-16.851.562.633.311.361.49-9.3323.01-3.92-10.8518.06-4.9-16.8510.7123.912.74
24Q1 (18)793.958.221.7047.8312.581.482.788.821.70-74.3212.587.015.711.8240.44-4.735.4221.69-4.41-0.3718.9930.977.91.5210.9511.761.3452.2721.8223.9531.749.5118.9930.977.92.401.961.04
23Q4 (17)76-1.34.111.15-43.9-24.341.44-0.69-4.646.6220.156.266.05-10.9-13.6942.453.748.8722.690.712.6714.50-37.87-7.71.37-10.46-11.610.88-44.3-20.018.18-36.59-11.1914.50-37.87-7.7-6.11-19.66-3.57
23Q3 (16)771.325.482.054.59-8.481.45-6.45-2.035.5159.2516.746.79-1.31-11.1340.926.6211.4122.532.468.2723.347.469.531.531.32-3.771.585.33-3.0728.6711.087.523.347.469.534.2917.203.76
23Q2 (15)764.114.111.9629.853.121.5513.9764.893.46129.1440.086.889.913.3438.380.0515.5721.991.0147.2921.7223.4141.411.5111.0365.931.536.3661.2925.8118.0244.6721.7223.4141.41-0.4014.572.02
23Q1 (14)730.00.01.51-0.6626.891.36-9.9358.141.51-75.7626.896.26-10.76.4638.36-1.6220.2521.77-1.4939.9117.6012.0319.811.36-12.2649.451.10.027.9121.876.8418.7317.6012.0319.81-9.47-16.40-3.95
22Q4 (13)730.01.391.52-32.1447.571.512.0365.936.2331.9923.867.01-8.2512.5238.996.1525.0122.106.248.4215.71-26.2831.141.55-2.5266.671.1-32.5246.6720.47-23.2534.3215.71-26.2831.148.8021.4329.74
22Q3 (12)730.01.392.2475.044.521.4857.4512.984.7291.0918.07.6425.8611.8636.7310.67.2120.8139.387.121.3138.7429.861.5974.7319.551.6375.2745.5426.6749.530.3521.3138.7429.8614.5441.2833.38
22Q2 (11)730.01.391.287.56-3.760.949.3-25.982.47107.560.416.073.23-0.6533.214.11-3.0914.93-4.05-15.3615.364.56-2.350.910.0-15.740.938.14-3.1217.84-3.157.1515.364.56-2.35-1.2011.541.91
22Q1 (10)731.391.391.1915.535.310.86-5.49-18.11.19-76.345.315.88-5.620.5131.902.28-6.9415.564.5-12.6314.6922.624.930.91-2.15-12.50.8614.674.8818.4220.875.2614.6922.624.93-7.20-9.01-18.01
21Q4 (9)720.00.01.03-33.556.190.91-30.538.335.0325.7541.696.23-8.789.6831.19-8.96-3.5314.89-23.370.3411.98-27.0-2.520.93-30.0810.710.75-33.047.1415.24-25.51-1.311.98-27.0-2.521.50-8.50-13.69
21Q3 (8)720.00.01.5516.5447.621.313.1547.194.0062.655.046.8311.7822.8434.26-0.034.5519.4310.1521.5916.414.3219.871.3323.1549.441.1216.6747.3720.4622.8820.7116.414.3219.878.1117.1212.05
21Q2 (7)720.00.01.3317.766.251.2720.9569.332.46117.760.786.114.4464.6934.27-0.03-10.9917.64-0.956.8415.7312.361.421.083.8577.050.9617.0765.5216.65-4.863.6115.7312.361.423.7217.0922.98
21Q1 (6)720.00.01.1316.4954.791.0525.090.911.13-68.1754.795.852.9967.1434.286.03-11.8817.8120.019.8714.0013.91-6.671.0423.8182.460.8217.1454.7217.5013.34-7.0614.0013.91-6.672.584.439.69
20Q4 (5)720.00.00.97-7.6229.330.84-5.625.03.5537.66.295.682.1639.932.33-1.34-11.9114.84-7.13-6.7812.29-10.23-8.350.84-5.6229.230.7-7.8929.6315.44-8.9115.6612.29-10.23-8.35--0.00
20Q3 (4)720.00.01.0531.250.00.8918.670.02.5868.630.05.5649.870.032.77-14.880.015.98-3.210.013.69-11.730.00.8945.90.00.7631.030.016.955.480.013.69-11.730.0--0.00
20Q2 (3)720.00.00.809.590.00.7536.360.01.53109.590.03.716.00.038.50-1.030.016.511.850.015.513.40.00.617.020.00.589.430.016.07-14.660.015.513.40.0--0.00
20Q1 (2)720.00.00.73-2.670.00.55-31.250.00.73-78.140.03.5-13.790.038.905.990.016.211.820.015.0011.860.00.57-12.310.00.53-1.850.018.8341.050.015.0011.860.0--0.00
19Q4 (1)720.00.00.750.00.00.800.00.03.340.00.04.060.00.036.700.00.015.920.00.013.410.00.00.650.00.00.540.00.013.350.00.013.410.00.0--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)
2024/112.62-15.4536.5827.9517.887.78N/A自113年度起新增合併子公司 TL Electronic GmbH
2024/103.150.0266.325.3416.248.09N/A自113年度起新增合併子公司 TL Electronic GmbH及本月出貨增加
2024/92.06-29.56-5.0722.2411.567.840.63自113年度起新增合併子公司 TL Electronic GmbH
2024/82.933.0336.8620.1813.67.920.62自113年度起新增合併子公司 TL Electronic GmbH
2024/72.8432.6614.8617.2510.417.460.66自113年度起新增合併子公司 TL Electronic GmbH
2024/62.14-13.38-10.3314.49.577.40.71自113年度起新增合併子公司 TL Electronic GmbH
2024/52.47-11.1329.6312.2614.07.860.67自113年度起新增合併子公司 TL Electronic GmbH
2024/42.787.027.699.7910.637.480.7自113年度起新增合併子公司 TL Electronic GmbH
2024/32.624.54-1.327.011.847.00.74自113年度起新增合併子公司 TL Electronic GmbH
2024/22.09-9.5919.864.421.426.670.77-
2024/12.311.7122.862.3122.866.50.8自113年度起新增合併子公司 TL Electronic GmbH
2023/122.2718.56-8.6725.99-2.286.050.8-
2023/111.922.93-24.823.71-1.625.950.81-
2023/101.86-14.37-5.5521.81.116.180.78-
2023/92.171.55-19.7119.941.786.790.73-
2023/82.14-13.52-17.5317.765.237.010.71-
2023/72.483.566.015.629.376.770.74-
2023/62.3925.2215.5313.1510.036.880.82-
2023/51.91-26.17-7.2110.758.887.130.79-
2023/42.59-1.9433.058.8513.116.970.81-
2023/32.6451.28-7.636.266.526.260.94-
2023/21.74-7.3337.463.6219.896.110.96-
2023/11.88-24.397.191.887.196.920.85-
2022/122.49-2.373.1626.596.37.010.91-
2022/112.5529.2827.424.116.637.230.88-
2022/101.97-27.218.5121.564.627.280.87-
2022/92.714.36.8319.594.247.640.83-
2022/82.611.168.0616.883.847.00.9-
2022/72.3412.8823.3714.283.16.460.98-
2022/62.070.5711.9311.95-0.16.071.15-
2022/52.065.86-18.769.88-2.36.861.01-
2022/41.94-31.9312.267.823.196.071.15-
2022/32.85125.1635.185.880.515.881.1-
2022/21.27-27.74-28.563.02-19.085.431.19-
2022/11.75-27.23-10.51.75-10.56.171.04-
2021/122.4120.5633.9425.0235.486.230.96-
2021/112.010.1111.1122.635.656.350.94-
2021/101.82-28.34-13.1320.638.626.750.89-
2021/92.535.5117.6118.7947.096.830.81-
2021/82.426.928.1716.2553.086.140.9出貨增加
2021/71.892.4123.8113.8558.426.270.88出貨增加
2021/61.85-27.0140.9511.9665.756.110.8出貨增加
2021/52.5346.3114.210.1171.266.370.77出貨增加
2021/41.73-18.0341.737.5860.515.620.87出貨增加
2021/32.1118.9858.525.8567.065.850.77出貨增加
2021/21.77-9.4753.573.7472.315.540.81出貨增加
2021/11.968.8993.71.9693.75.560.81出貨增加
2020/121.80.0123.0118.4610.815.690.78-
2020/111.8-13.9136.5816.669.646.050.73-
2020/102.09-2.9762.4714.867.086.120.72出貨增加
2020/92.1614.9834.7512.771.425.560.76出貨增加
2020/81.8722.5951.3410.62-3.424.710.9專案客戶出貨所致
2020/71.5316.5919.698.74-10.374.021.05-
2020/61.3110.91-4.717.21-14.93.711.01-
2020/51.18-3.19-24.995.9-16.873.741.01-
2020/41.22-8.32-19.254.72-14.563.711.02-
2020/31.3315.27-1.453.5-12.793.50.82-
2020/21.1614.17-2.882.17-18.553.630.79-
2020/11.01-30.84-31.221.01-31.220.0N/A-
2019/121.4611.04-7.1716.666.450.0N/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)764.116.3311.445.8121.0425.99-2.2639.9812.7822.2419.2519.4714.465.7816.536.199.755.0611.95
2022 (9)731.395.6822.944.805.4926.596.2735.455.8218.656.6917.0116.674.9613.55.6428.474.5223.84
2021 (8)720.04.6231.254.5551.6725.0235.5433.50-4.1517.4810.7714.585.124.3750.174.3942.533.6542.58
2020 (7)720.03.526.343.006.0118.4610.834.95-5.5215.78-3.3713.87-4.212.916.993.087.322.566.22
2019 (6)720.03.3117.382.8336.0616.666.4536.994.6716.3326.214.4810.532.7233.992.8718.62.4117.56
2018 (5)7216.132.8230.562.0814.9215.6510.635.342.6712.9412.1313.1037.752.0324.542.4259.212.0552.99
2017 (4)623.332.16-28.951.81-19.5614.155.0534.42-10.2911.54-26.739.51-30.531.63-23.111.52-29.631.34-27.17
2016 (3)600.03.04-12.642.25-14.7713.47-11.2138.370.2415.75-5.1213.69-1.932.12-15.872.16-14.621.84-13.21
2015 (2)605.263.48-14.52.645.1815.170.0738.286.9316.605.813.96-9.232.525.882.53-6.32.12-9.01
2014 (1)5718.754.07-8.332.51-1.9515.161.5435.80015.69015.3802.380.422.76.32.334.95

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