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)1020.00.0-0.59-28.26-51.28-0.68-9.68-9.68-1.41-74.07-6.021.46-5.19-18.44-0.34-125.76-150.0-47.41-16.49-32.88-41.39-39.69-81.06-0.69-9.52-7.81-0.6-30.43-50.0-41.39-39.69-81.06-41.39-39.69-81.06-1.60-28.021.50
24Q2 (19)1020.00.99-0.46-27.7819.3-0.6212.681.59-0.81-125.013.831.541.99-24.881.32180.493.94-40.7016.43-23.97-29.63-18.521.23-0.6313.75.97-0.46-27.7820.69-29.63-18.521.23-29.63-18.521.23-7.067.08-5.94
24Q1 (18)1020.993.03-0.3641.940.0-0.71-24.56-14.52-0.3681.630.01.51-16.11-26.7-1.64-448.94-167.77-48.70-47.71-56.39-25.0029.8-39.59-0.73-23.73-14.06-0.3642.860.0-25.0029.8-39.59-25.0029.8-39.59-7.77-8.52-8.25
23Q4 (17)101-0.982.02-0.62-58.97-129.63-0.578.06-26.67-1.96-47.373.921.80.56-30.50.47-30.88-91.53-32.977.6-96.6-35.61-55.77-235.63-0.597.81-37.21-0.63-57.5-133.33-35.61-55.77-281.26-35.61-55.77-235.63-6.06-13.704.83
23Q3 (16)1020.993.03-0.3931.5847.3-0.621.59-6.9-1.33-41.4924.861.79-12.68-39.530.68-46.46-85.31-35.68-8.68-74.47-22.8623.810.88-0.644.48-6.67-0.431.0345.95-22.8623.810.88-22.8623.810.88-6.58-13.38-0.01
23Q2 (15)1012.022.02-0.57-58.339.52-0.63-1.61-31.25-0.94-161.118.742.05-0.49-36.531.27-47.52-74.85-32.83-5.43-108.44-30.00-67.5-50.83-0.67-4.69-31.37-0.58-61.116.45-30.00-67.5-50.83-30.00-67.5-50.83-10.47-45.83-19.70
23Q1 (14)990.00.0-0.36-33.3312.2-0.62-37.78-29.17-0.3682.3512.22.06-20.46-37.582.42-56.4-32.02-31.14-85.69-99.62-17.91-68.8-39.7-0.64-48.84-25.49-0.36-33.3310.0-17.91-91.76-39.7-17.91-68.8-39.7-16.4815.09-7.69
22Q4 (13)990.00.0-0.2763.51-203.85-0.4522.41-2350.0-2.04-15.25-121.742.59-12.5-40.465.5519.87-49.32-16.7718.0-1512.5-10.6158.64-295.76-0.4328.33-760.0-0.2763.51-208.0-9.3463.59-314.71-10.6158.64-295.76-10.4323.020.79
22Q3 (12)990.00.0-0.74-17.46-317.65-0.58-20.83-152.17-1.77-71.84-50.02.96-8.36-18.684.63-8.32-67.96-20.45-29.84-227.2-25.65-28.96-395.85-0.6-17.65-160.87-0.74-19.35-317.65-25.65-28.96-369.72-25.65-28.96-395.85-5.24-35.56-10.41
22Q2 (11)990.00.0-0.63-53.6652.99-0.480.07.69-1.03-151.2232.243.23-2.1217.035.0541.85-41.42-15.75-0.9620.45-19.89-55.1559.29-0.510.07.27-0.62-55.053.38-19.89-55.1559.33-19.89-55.1559.29-13.13-155.68-1250.00
22Q1 (10)990.00.0-0.41-257.69-127.78-0.48-2500.035.14-0.4155.43-127.783.3-24.1426.923.56-67.4956.83-15.60-1400.046.85-12.82-336.53-72.54-0.51-920.032.89-0.4-260.0-122.22-12.82-394.71-72.54-12.82-336.53-72.54-2.31-140.61-1195.65
21Q4 (9)990.02.060.26-23.53149.060.02108.7102.25-0.9222.0346.24.3519.5154.2610.95-24.22382.22-1.0483.3696.945.42-37.49128.71-0.0578.2694.790.25-26.47148.084.35-54.26121.475.42-37.49128.7125.7050.9282.23
21Q3 (8)990.03.120.34125.37100.0-0.2355.7774.44-1.1822.370.03.6431.8864.7114.4567.634478.79-6.2568.4384.478.67117.7425.11-0.2358.1874.160.34125.56112.59.51119.4411.368.67117.7425.1119.02-259.5442.75
21Q2 (7)990.03.12-1.34-644.44-332.26-0.5229.7338.82-1.52-744.44-13.432.766.1533.338.62279.742712.12-19.8032.5453.99-48.86-557.6-212.8-0.5527.6338.2-1.33-638.89-343.33-48.91-558.28-213.12-48.86-557.6-212.8-0.82-289.2023.29
21Q1 (6)992.061.02-0.1866.0482.52-0.7416.855.13-0.1889.4782.522.6-7.816.592.27158.51-36.77-29.3513.5521.59-7.4360.6584.07-0.7620.838.43-0.1865.3882.18-7.4363.3384.07-7.4360.6584.079.90-172.868.98
20Q4 (5)971.04-1.02-0.53-411.7643.01-0.891.11-30.88-1.71-44.9249.852.8227.6-13.23-3.88-1075.76-317.98-33.9515.65-37.56-18.88-372.4434.72-0.96-7.87-20.0-0.52-425.042.86-20.26-337.2435.78-18.88-372.4434.72--0.00
20Q3 (4)960.00.00.17154.840.0-0.90-5.880.0-1.1811.940.02.216.760.0-0.330.00.0-40.256.460.06.93144.370.0-0.890.00.00.16153.330.08.54154.670.06.93144.370.0--0.00
20Q2 (3)96-2.040.0-0.3169.90.0-0.85-8.970.0-1.34-30.10.02.07-7.170.0-0.33-109.190.0-43.03-14.960.0-15.6266.520.0-0.89-7.230.0-0.370.30.0-15.6266.520.0-15.6266.520.0--0.00
20Q1 (2)980.00.0-1.03-10.750.0-0.78-14.710.0-1.0369.790.02.23-31.380.03.59101.690.0-37.43-51.660.0-46.65-61.310.0-0.83-3.750.0-1.01-10.990.0-46.65-47.860.0-46.65-61.310.0--0.00
19Q4 (1)980.00.0-0.930.00.0-0.680.00.0-3.410.00.03.250.00.01.780.00.0-24.680.00.0-28.920.00.0-0.80.00.0-0.910.00.0-31.550.00.0-28.920.00.0--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)
2024/110.715.916.85.81-18.731.78N/A-
2024/100.626.460.685.11-21.311.53N/A-
2024/90.485.83-22.074.51-23.541.460.65-
2024/80.45-15.41-19.044.03-23.711.460.65-
2024/70.5312.48-14.063.58-24.271.520.62-
2024/60.47-8.29-29.053.05-25.811.540.68-
2024/50.52-5.35-27.052.57-25.181.550.67-
2024/40.5511.63-18.352.05-24.691.450.72-
2024/30.4917.29-40.311.51-26.761.510.73-
2024/20.42-30.61-27.11.02-17.791.560.7-
2024/10.610.99-9.790.6-9.791.80.61-
2023/120.54-17.33-49.177.7-36.21.80.7-
2023/110.669.27-10.427.15-35.01.870.67-
2023/100.6-2.13-24.356.5-36.751.770.71-
2023/90.619.96-35.025.9-37.791.790.73-
2023/80.56-10.21-41.435.28-38.11.850.71-
2023/70.62-7.13-41.424.73-37.682.00.66-
2023/60.67-5.71-51.44.11-37.072.050.64本期與去年同期的差異,主因全球經濟成長放緩加工組裝的業務量減少所致。
2023/50.715.93-9.083.44-33.242.20.6-
2023/40.67-18.39-37.542.73-37.562.060.64-
2023/30.8243.27-40.192.06-37.552.060.59-
2023/20.57-14.14-32.191.24-35.672.310.52-
2023/10.67-37.46-38.390.67-38.392.460.49-
2022/121.0745.7-14.4812.07-9.632.590.48-
2022/110.73-7.72-56.2511.0-9.132.470.5本期與去年同期的差異,主因加工組裝的業務需求量減少所致。
2022/100.79-15.93-45.1310.27-1.582.690.46-
2022/90.94-0.88-27.759.484.962.950.52-
2022/80.95-10.2-23.718.5410.493.390.45-
2022/71.06-22.95-5.657.5917.083.220.48-
2022/61.3876.459.236.5321.853.230.49本期與去年同期的差異,主因加工組裝的業務量增加所致;本年度因加工組裝業務量增加,使得本年度營業收入較去年增加。
2022/50.78-27.23-16.095.1514.663.220.49-
2022/41.07-21.8511.04.3722.693.290.48-
2022/31.3762.4424.873.327.013.30.55-
2022/20.84-21.9939.11.9328.583.170.57-
2022/11.08-13.1921.411.0821.414.00.45-
2021/121.25-25.469.5813.3643.074.360.41-
2021/111.6715.7345.8312.1145.074.420.4-
2021/101.4510.7110.0110.4444.954.00.45本期與去年同期的差異,主因加工組裝的營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/91.314.65116.389.0338.663.680.6本期與去年同期的差異,主因加工組裝的營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/81.2511.0457.337.7330.733.230.69本期與去年同期的差異,主因加工組裝的營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/71.1230.0337.196.4826.612.920.76本期與去年同期的差異,主因加工組裝的營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/60.86-7.0429.555.3624.592.760.59本期與去年同期的差異,主因加工組裝的營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/50.93-3.7318.24.4923.682.990.54本期與去年同期的差異,主因加工組裝的營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/40.97-12.0155.923.5625.192.670.61本期與去年同期的差異,主因3C產品加工組裝營業收入增加所致,並且使得本年度營業收入較去年增加。
2021/31.180.7743.082.616.62.60.64本期與去年同期的差異,主因3C產品加工組裝業務及觸控面板模組產品營業收入增加所致。
2021/20.61-31.917.071.52.682.50.66-
2021/10.89-10.63-0.10.89-0.13.040.54-
2020/121.0-13.04-6.479.35-8.032.830.53-
2020/111.1566.671.88.35-8.212.680.56本期與去年同期的差異,主因3C產品加工組裝營收下降及大陸地區子公司因受新冠肺炎疫情影響訂單推遲所致。
2020/100.69-18.79-34.647.2-9.632.330.64本期與去年同期的差異,主因3C產品加工組裝營收下降及大陸地區子公司因受新冠肺炎疫情影響訂單推遲所致。
2020/90.856.893.116.76-2.292.460.75-
2020/80.79-3.17-21.735.91-5.32.280.81本期與去年同期的差異,主因大陸地區子公司因受新冠肺炎疫情影響訂單推遲所致。
2020/70.8223.17-5.455.120.72.270.82-
2020/60.66-15.44-17.734.31.922.070.77本期與去年同期的差異,主因新冠肺炎影響,需求延後所致。
2020/50.7926.9824.23.636.582.170.74-
2020/40.62-19.38-0.922.842.561.950.82-
2020/30.7735.4912.42.233.632.230.7-
2020/20.57-36.47-9.91.46-0.452.50.62本期與去年同期的差異,主因嚴重特殊傳染性肺炎疫情使得大陸地區營收下降所致。
2020/10.89-14.366.650.896.650.0N/A-
2019/121.04-7.5125.0510.14-11.70.0N/A本年度無OPV專案設備的銷貨,以致本年度營收較去年減少。
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)1012.02-1.960-2.4307.7-36.211.25-73.12-33.070-26.420-2.550-2.030-1.970
2022 (9)990.0-2.040-1.99012.07-9.524.65-52.21-17.080-17.380-2.060-2.060-2.030
2021 (8)992.06-0.920-1.45013.3442.839.730-11.850-7.420-1.580-1.010-0.910
2020 (7)97-1.02-1.710-3.4209.34-8.07-0.470-38.290-18.650-3.580-1.740-1.660
2019 (6)983.16-3.410-3.05010.16-11.55.25-65.14-32.520-34.470-3.30-3.510-3.320
2018 (5)953.26-0.960-2.32011.48-11.6215.06-42.87-22.190-10.100-2.550-1.090-0.910
2017 (4)920.00.5500.42012.9928.8726.3602.7503.2000.3600.4200.50
2016 (3)920.0-6.560-4.91010.08-70.07-17.670-48.420-59.680-4.880-5.890-6.020
2015 (2)920.0-4.970-3.94033.68-1.69-0.430-11.370-14.080-3.830-4.370-4.560
2014 (1)920.0-7.660-6.73034.26-18.12-5.270-19.540-20.520-6.690-6.860-7.030

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