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(%)
24Q4 (20)400.00.00.42133.33235.480.12-40.0340.01.4042.86174.510.87-10.3117.5732.91-4.598.379.73-36.11267.7619.39142.98216.880.08-46.67300.00.17142.86241.6723.4370.28219.9119.39142.98216.8810.3847.70263.33
24Q3 (19)400.00.00.18-37.93-57.140.20566.67200.00.9822.519.510.9731.0838.5734.463.253.7715.23189.54346.847.98-49.24-67.070.15275.0475.00.07-41.67-58.8213.76-30.78-53.47.98-49.24-67.0716.22-40.53363.33
24Q2 (18)400.00.00.29-43.14141.670.03160.0200.00.8056.86100.00.741.371.3733.391.585.335.2612.3939.1515.72-44.08127.50.0433.3333.330.12-40.0140.019.88-43.5261.7615.72-44.08127.50.01110.6980.00
24Q1 (17)400.00.00.51264.5282.14-0.050.0-150.00.510.082.140.73-1.35-7.5932.8798.13-6.064.68180.69-59.0228.11269.4492.40.03175.0-66.670.2266.6781.8235.20280.1477.628.11269.4492.42.1845.3537.50
23Q4 (16)400.00.0-0.31-173.81-338.46-0.0575.0-120.00.51-37.8-79.760.745.71-5.1316.59-25.97-59.8-5.806.0-154.21-16.59-168.47-345.78-0.040.0-150.0-0.12-170.59-340.0-19.54-166.17-615.57-16.59-168.47-345.780.8038.09-245.83
23Q3 (15)400.00.00.42250.0-54.84-0.20-566.67-142.550.82105.0-65.690.7-4.11-33.3322.41-29.31-51.39-6.17-263.23-126.3824.23250.65-32.49-0.04-233.33-116.00.17240.0-54.0529.53140.28-27.824.23250.65-32.49-5.8596.43-348.33
23Q2 (14)400.00.00.12-57.14-85.0-0.03-130.0-104.410.4042.86-72.60.73-7.59-44.731.70-9.4-29.183.78-66.9-84.786.91-52.7-72.340.03-66.67-90.910.05-54.55-84.3812.29-37.99-56.566.91-52.7-72.34-3.1529.12-95.00
23Q1 (13)400.00.00.28115.38-56.920.10-60.0-56.520.28-88.89-56.920.791.28-32.4834.99-15.22-1.311.426.73-18.4314.61116.44-35.780.0912.5-43.750.11120.0-57.6919.82422.96-29.9614.61116.44-35.78-12.2114.68-53.41
22Q4 (12)400.00.00.13-86.02-65.790.25-46.81-16.672.525.44300.00.78-25.71-35.5441.27-10.4845.8810.70-54.252.596.75-81.19-48.390.08-68.0-38.460.05-86.49-66.673.79-90.73-70.786.75-81.19-48.39-23.08-34.88-38.84
22Q3 (11)400.00.00.9316.25342.860.47-30.88370.02.3963.7819.231.05-20.45-21.0546.102.99107.3823.39-5.8252.7935.8943.67436.470.25-24.24177.780.3715.62362.540.9044.57331.8935.8943.67436.47-3.8119.6682.39
22Q2 (10)400.00.00.8023.083900.00.68195.65240.01.46124.622820.01.3212.8217.8644.7626.2656.5624.8377.36201.3324.989.82675.560.33106.25266.670.3223.083100.028.29-0.041635.5824.989.82675.564.7547.0686.16
22Q1 (9)400.00.00.6571.052066.670.23-23.33866.670.653.172066.671.17-3.3125.8135.4525.3120.2514.0034.23596.5222.7573.931313.040.1623.08700.00.2673.332500.028.30118.2591.9322.7573.931313.04-6.1776.0088.34
21Q4 (8)400.00.00.3880.953700.00.30200.0400.00.63142.31257.51.21-9.0235.9628.2927.2659.8310.4357.323264.5213.0895.521912.310.1344.4400.1587.5012.9736.96155.3113.0895.521912.314.87515.4875.00
21Q3 (7)400.00.00.21950.0362.50.10-50.0158.820.26420.0163.411.3318.75104.6222.23-22.257.866.63-19.54180.176.69643.33239.380.090.0280.00.08700.0366.679.47480.98753.16.69643.33239.3819.59458.33358.33
21Q2 (6)400.02.560.02-33.33106.670.20766.67217.650.0566.67115.151.1220.4377.7828.59-3.02116.598.24309.95177.810.90-44.1104.80.09350.0228.570.010.0108.331.63-60.15108.540.90-44.1104.812.4683.34418.33
21Q1 (5)400.00.00.03200.0200.0-0.0370.057.140.03107.5200.00.934.4955.029.4866.5524.022.01548.39143.411.61147.69175.590.020166.670.010200.04.09-19.49843.641.61147.69175.59--0.00
20Q4 (4)400.00.00.01112.50.0-0.1041.180.0-0.402.440.00.8936.920.017.70-14.120.00.31103.750.00.65113.540.00100.00.00100.00.05.08450.340.00.65113.540.0--0.00
20Q3 (3)402.560.0-0.0873.330.0-0.170.00.0-0.41-24.240.00.653.170.020.6156.140.0-8.2721.910.0-4.8074.410.0-0.0528.570.0-0.0375.00.0-1.4592.40.0-4.8074.410.0--0.00
20Q2 (2)39-2.50.0-0.30-900.00.0-0.17-142.860.0-0.33-1000.00.00.635.00.013.20-44.470.0-10.59-128.730.0-18.76-780.750.0-0.07-133.330.0-0.12-1100.00.0-19.08-3369.090.0-18.76-780.750.0--0.00
20Q1 (1)400.00.0-0.030.00.0-0.070.00.0-0.030.00.00.60.00.023.770.00.0-4.630.00.0-2.130.00.0-0.030.00.0-0.010.00.0-0.550.00.0-2.130.00.0--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)
2025/20.25-17.89153.550.5533.390.88N/A因終端客戶需求較去年同期增加,且去年同月適逢春節假期,營收基期較低,造成差異較大。
2025/10.3-9.82-3.970.3-3.970.96N/A-
2024/120.330.3233.953.3111.860.871.78-
2024/110.3358.2535.372.989.840.811.91-
2024/100.21-22.73-15.232.657.310.791.97-
2024/90.27-11.5429.392.449.820.971.55-
2024/80.31-22.7417.622.177.790.931.63-
2024/70.475.4971.081.866.320.851.79因客戶需求較去年同期增加,致使本月營收優於去年同期。
2024/60.230.8115.561.47-3.530.742.23-
2024/50.22-22.43-21.181.24-6.340.831.98-
2024/40.29-9.6914.981.02-2.290.712.34-
2024/30.32229.661.290.73-7.790.732.25-
2024/20.1-68.9-64.40.41-13.830.662.5本月營收較去年同期減少,主要受到農曆春節假期因素影響,工作天數減少,致使出貨量減少。
2024/10.3125.7854.350.3154.350.82.04去年1月適逢農曆春節工作天數少故基期較低,致本期增加百分比遞增。
2023/120.251.3811.182.96-31.50.742.21-
2023/110.24-0.9-13.812.71-33.830.72.33-
2023/100.2517.94-8.82.47-35.310.722.28-
2023/90.21-19.58-36.542.22-37.340.72.6-
2023/80.2612.36-26.12.01-37.420.692.65-
2023/70.2318.54-37.311.75-38.810.712.56-
2023/60.2-31.24-52.991.52-39.030.732.56本月營收較去年同期減少,主要係客戶需求轉弱, 致使光學玻璃鏡片出貨量減少。
2023/50.2813.17-29.471.33-36.240.852.2-
2023/40.25-20.44-50.11.04-37.870.842.23本月營收較去年同期減少,主要係客戶需求轉弱, 致使光學玻璃鏡片出貨量減少。
2023/30.3215.84-37.930.79-32.620.792.58-
2023/20.2734.84-11.530.47-28.560.72.93-
2023/10.2-9.39-43.280.2-43.280.712.88-
2022/120.22-21.41-42.564.32-5.890.782.64-
2022/110.284.84-31.824.1-2.50.882.32-
2022/100.27-17.92-32.783.820.710.952.15-
2022/90.33-6.35-17.123.554.691.051.64-
2022/80.35-4.69-22.153.227.591.141.51-
2022/70.37-11.1-23.72.8612.91.191.45-
2022/60.423.158.942.4921.531.321.17-
2022/50.4-19.938.062.0824.411.411.09-
2022/40.5-1.0338.171.6829.111.321.17-
2022/30.5165.149.091.1725.571.171.27-
2022/20.31-13.5433.070.6612.041.051.42-
2022/10.36-8.23-1.420.36-1.421.161.28-
2021/120.39-6.729.864.5966.291.211.16因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/110.423.3834.134.274.571.221.15因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/100.41.1880.223.7980.551.251.12因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/90.4-12.0393.883.3980.591.331.01因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/80.45-6.5999.292.9978.961.321.02因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/70.4826.93127.342.5475.761.241.09因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/60.382.32152.512.0566.831.121.24因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/50.372.37157.31.6754.831.081.29因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/40.366.788.421.338.940.941.48-
2021/30.3447.370.480.9356.070.931.33因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/20.23-35.96105.840.59128.940.951.31因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2021/10.362.27146.670.36146.671.021.21因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/120.3513.8837.382.76-22.480.891.33-
2020/110.3138.911.982.41-27.140.741.6-
2020/100.228.85-28.632.1-30.720.661.8-
2020/90.21-9.57-4.451.88-30.960.651.83-
2020/80.236.54-21.331.67-33.240.592.0-
2020/70.2140.99-43.41.44-34.790.512.32-
2020/60.154.25-52.491.23-33.020.631.98本月營收較去年同期減少, 主要受到新冠肺炎 (COVID-19) 疫情蔓延影響,造成光學玻璃鏡片需求減少。
2020/50.14-56.85-49.191.08-28.950.821.52-
2020/40.34-1.03-3.070.93-24.270.0N/A-
2020/30.34201.88-13.210.6-32.550.0N/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
2024 (10)400.01.40174.510.3003.3111.8233.4725.789.24763.5517.14138.060.31933.330.74138.710.56180.0
2023 (9)400.00.51-79.68-0.2002.96-31.4826.61-36.541.07-94.377.20-69.680.03-96.340.31-73.50.2-80.2
2022 (8)400.02.51298.411.68180.04.32-5.8841.9356.1619.00168.3623.75301.180.82148.481.17244.121.01304.0
2021 (7)400.00.6300.6004.5966.326.8543.817.0805.9200.3300.3400.250
2020 (6)400.0-0.400-0.5502.76-22.4718.67-15.79-5.260-5.660-0.150-0.090-0.160
2019 (5)400.00.6700.9303.56-24.7422.1724.131.490.07.6200.05-28.57-0.0400.270
2018 (4)400.0-0.590-0.6804.73-20.2417.86-5.91.49-12.35-4.9600.07-30.00.142.86-0.240
2017 (3)400.0-0.7000.0505.9319.5618.9823.251.700-0.1500.100.070-0.020
2016 (2)400.0-0.700-0.3804.96-24.9615.40101.31-3.030-6.020-0.150-0.280-0.280
2015 (1)400.0-0.430-1.1506.61-17.997.650-6.770-3.230-0.450-0.160-0.170

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