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)59-1.67-1.670.636.78-66.130.37362.5-64.081.9149.22-19.074.6418.9711.8153.251.51-14.336.841268.0-46.68.08-10.12-69.910.321500.0-39.620.375.71-66.6710.1023.17-59.578.08-10.12-69.9118.22-4.46288.39
24Q2 (19)600.00.00.59-15.71227.780.08214.29200.01.2882.86156.03.917.473.4552.4614.67-10.720.50104.31-88.748.99-28.71216.550.02105.26-88.240.35-16.67218.188.20244.54-4.438.99-28.71216.55-21.05-45.7556.22
24Q1 (18)600.00.00.70-75.78118.75-0.07-101.84-112.960.70-86.67118.753.32-59.56-16.3745.75-20.25-17.58-11.60-135.41-224.612.61-40.12160.0-0.38-114.13-202.70.42-75.72121.052.38-91.05-60.7312.61-40.12160.019.13-10.2083.55
23Q4 (17)600.00.02.8955.38-23.343.80268.93-17.935.25122.46-58.178.2197.83-18.0657.37-7.71-1.8332.76155.7412.3821.06-21.56-6.42.69407.55-7.881.7355.86-23.4526.596.458.5321.06-21.56-6.453.95494.36828.22
23Q3 (16)600.00.01.86933.33-56.541.031387.5-60.982.36372.0-73.124.1510.08-55.7662.165.7912.1412.81188.51-45.3726.85845.42-1.610.53211.76-75.911.11909.09-56.6424.98191.14-26.7926.85845.42-1.612.52444.79636.35
23Q2 (15)600.00.00.18-43.75-94.39-0.08-114.81-103.310.5056.25-88.893.77-5.04-51.3558.765.851.494.44-52.31-82.952.84-41.44-88.540.17-54.05-91.580.11-42.11-94.278.5841.58-73.532.84-41.44-88.54-32.71-67.63-101.58
23Q1 (14)600.00.00.32-91.51-75.190.54-88.3474.190.32-97.45-75.193.97-60.38-8.7455.51-5.019.969.31-68.068.384.85-78.44-72.750.37-87.330.00.19-91.59-75.326.06-75.27-72.784.85-78.44-72.75-26.78-51.72-6.48
22Q4 (13)600.00.03.77-11.9236.594.6375.3868.3612.5542.9467.3310.026.826.9458.445.4318.8529.1524.3127.3522.50-17.5527.482.9232.7335.812.26-11.7236.9724.50-28.195.4222.50-17.5527.4813.9310.7042.23
22Q3 (12)600.00.04.2833.3363.982.649.090.388.7895.1185.239.3821.0317.5455.43-4.27-0.9323.45-9.95-4.9127.2910.1339.452.28.9111.682.5633.3364.134.125.2437.3627.2910.1339.4549.5991.09344.87
22Q2 (11)600.00.03.21148.84121.382.42680.6543.24.50248.84111.277.7578.1631.1357.9014.713.1126.04203.1445.7224.7839.2168.692.02445.9590.571.92149.35120.6932.4245.64106.6324.7839.2168.6912.2947.79295.96
22Q1 (10)600.00.01.29-53.2689.710.31-88.73-29.551.29-82.889.714.35-53.58-0.2350.482.6618.368.59-62.4711.717.800.8591.40.37-82.798.820.77-53.3387.822.26-4.2298.9317.800.8591.4-18.08-23.75-42.09
21Q4 (9)600.00.02.765.7536.632.754.56-5.827.5058.2386.19.3717.4216.5449.17-12.12-6.6522.89-7.18-10.0917.65-9.8117.122.159.144.881.655.7736.3623.24-6.4421.7417.65-9.8117.1226.2342.8830.09
21Q3 (8)600.00.02.6180.047.462.6355.6222.334.74122.54135.827.9835.034.3155.959.345.0624.6638.047.1419.5733.2240.891.9785.8553.911.5679.3147.1724.8458.3276.5519.5733.2240.8935.2996.62169.85
21Q2 (7)600.00.01.45113.24190.01.69284.09144.932.13213.24826.095.9135.5520.6151.1920.022.1817.87132.3847.0814.6957.96140.031.06211.7676.670.87112.2190.015.6940.2159.4514.6957.96140.03-5.1123.4599.58
21Q1 (6)600.00.00.68-66.34351.850.44-84.93161.970.68-83.13351.854.36-45.7777.9642.65-19.02-1.07.69-69.8130.049.30-38.29241.980.34-83.41153.970.41-66.12356.2511.19-41.38173.919.30-38.29241.98-20.34-26.11-24.56
20Q4 (5)600.00.02.0214.12529.792.9235.81563.644.03100.5-33.838.045.181.4952.6736.5623.9625.4651.91720.9815.078.5339.592.0560.161238.891.2114.15532.1419.0935.68217.8415.078.5339.59--0.00
20Q3 (4)600.00.01.77254.00.02.15211.590.02.01773.910.07.6556.120.038.57-23.010.016.7637.940.013.89126.960.01.28113.330.01.06253.330.014.0742.990.013.89126.960.0--0.00
20Q2 (3)600.00.00.50285.190.00.69197.180.00.23185.190.04.9100.00.050.1016.30.012.15147.460.06.12193.440.00.6195.240.00.3287.50.09.84164.990.06.12193.440.0--0.00
20Q1 (2)600.00.0-0.2742.550.0-0.71-261.360.0-0.27-104.430.02.45-44.70.043.081.390.0-25.60-524.390.0-6.55-4.130.0-0.63-250.00.0-0.1642.860.0-15.146.540.0-6.55-4.130.0--0.00
19Q4 (1)600.00.0-0.470.00.00.440.00.06.090.00.04.430.00.042.490.00.0-4.100.00.0-6.290.00.0-0.180.00.0-0.280.00.0-16.200.00.0-6.290.00.0--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)
2024/102.0522.03-0.1413.9-0.285.27N/A-
2024/91.687.9815.6911.85-0.34.641.69-
2024/81.5510.187.6310.18-2.524.321.81-
2024/71.413.7111.878.63-4.154.11.91-
2024/61.361.6310.227.22-6.753.92.06-
2024/51.3410.712.035.86-9.973.662.19-
2024/41.218.14-1.664.52-12.993.372.38-
2024/31.126.13-11.573.32-16.493.322.73-
2024/21.05-8.54-17.552.2-18.795.911.54-
2024/11.15-68.98-19.881.15-19.887.311.24-
2023/123.7151.086.4320.1-36.188.211.12-
2023/112.4519.78-25.4616.39-41.485.951.54-
2023/102.0541.39-36.9413.94-43.614.941.86-
2023/91.450.46-54.6111.89-44.624.152.55本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2023/81.4414.53-53.5110.44-42.883.932.69本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2023/71.262.18-59.179.0-40.73.82.78本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2023/61.23-5.91-57.877.74-36.03.772.61本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2023/51.316.69-53.816.51-29.023.82.59本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2023/41.23-2.75-38.255.2-17.933.762.61-
2023/31.26-1.04-15.023.97-8.643.972.52-
2023/21.28-11.12-10.262.71-5.336.191.61-
2023/11.43-58.79-0.481.43-0.488.211.22-
2022/123.485.813.8131.4914.0110.020.96-
2022/113.291.347.8828.0114.039.730.99-
2022/103.251.76-0.4424.7214.99.541.01-
2022/93.192.911.9821.4717.659.381.25-
2022/83.10.5914.1318.2818.79.111.29-
2022/73.085.4227.9815.1819.688.841.33-
2022/62.923.1545.2912.117.737.751.61-
2022/52.8442.6541.339.1711.016.311.98-
2022/41.9933.824.956.341.294.892.55-
2022/31.494.5-14.44.35-0.294.352.46-
2022/21.42-1.453.742.869.035.921.8-
2022/11.44-52.8714.791.4414.797.551.41-
2021/123.060.2929.5327.6219.929.370.9-
2021/113.05-6.4814.4624.5618.829.160.92-
2021/103.2614.468.2321.5119.468.830.96-
2021/92.854.880.6118.2521.727.981.36-
2021/82.7212.795.1815.426.647.141.52-
2021/72.4119.698.0412.6832.436.431.69-
2021/62.010.34-2.8410.2739.835.911.95-
2021/52.015.9314.498.2656.595.632.05本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2021/41.899.1375.826.2577.535.02.31本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2021/31.7426.6766.394.3678.284.362.37本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2021/21.379.0446.32.6387.124.992.07本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2021/11.26-46.82168.961.26168.966.281.65本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2020/122.36-11.3881.6423.03-4.668.041.02本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2020/112.67-11.5738.7220.67-9.578.510.97-
2020/103.016.4148.5518.01-14.08.430.98本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期增加主係客戶機台安裝完工時點差異所致。
2020/92.839.6432.5814.99-24.07.651.18-
2020/82.5815.867.6612.16-30.876.891.31-
2020/72.237.62-3.029.58-36.966.051.49-
2020/62.0718.25-3.477.35-43.014.92.17-
2020/51.7562.68-35.885.27-50.913.872.74本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2020/41.083.28-52.143.52-56.033.063.48本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2020/31.0411.37-49.582.45-57.552.454.42本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2020/20.94100.47-46.521.4-62.012.74.0本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本期營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2020/10.47-64.08-75.970.47-75.973.692.93本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2019/121.3-32.31-53.6524.16-22.450.0N/A本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
2019/111.9258.43-53.1422.86-19.360.0N/A本公司非屬消費性電子產業,每月營收波動大且無淡旺季可參酌,本月營收較去年同期減少主係客戶機台安裝完工時點差異所致。
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)600.05.18-57.655.27-47.1920.1-36.1758.253.4518.70-21.5915.63-34.443.76-49.933.78-58.63.14-58.19
2022 (9)600.012.2365.279.9833.2431.4914.0156.3111.4423.8519.6723.8446.717.5136.559.1363.627.5167.26
2021 (8)600.07.4086.47.4947.7327.6219.9350.538.8519.9339.1816.2555.065.566.675.58105.154.4986.31
2020 (7)600.03.97-34.385.0771.8623.03-4.6846.42-1.5514.3247.0210.48-30.53.340.432.72-36.02.41-33.79
2019 (6)60-1.646.0528.452.95-37.124.16-22.4647.1516.39.74-12.2515.0861.282.35-32.084.2518.063.6425.09
2018 (5)610.04.7172.534.69-1.2631.1611.0540.546.4911.10-3.319.3555.063.467.453.670.622.9172.19
2017 (4)610.02.73-31.754.757.4728.0639.0538.07-22.4211.48-27.756.03-50.983.220.312.11-31.491.69-31.85
2016 (3)610.04.0032.894.4269.3520.1842.4149.07-5.8515.8918.1412.30-6.823.2168.063.0838.122.4832.62
2015 (2)610.03.0149.752.61128.9514.17-6.152.1222.213.45159.1513.2062.761.91144.872.2366.421.8753.28
2014 (1)610.02.0101.14015.0918.4542.6505.1908.1100.7801.3401.220

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