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)530.00.00.12140.00.0-0.25-47.0610.710.2592.31-13.792.66-7.969.0217.3510.4423.84-2.12-8.1663.953.19108.5114.09-0.060.057.140.06100.00.04.83118.5582.953.19108.5114.09-9.3851.25-18.27
24Q2 (19)530.03.920.05-37.5-64.29-0.1710.5319.050.1362.5-27.782.89-10.824.5715.718.57-11.34-1.963.92-5.951.532.68-62.5-0.0614.29-50.00.03-25.0-57.142.214.25-63.351.532.68-62.5-5.40431.25-0.62
24Q1 (18)530.03.920.08900.0166.67-0.19-11.7636.670.08-71.43166.673.240.035.014.4715.022.19-2.0453.6463.571.49227.357.19-0.0750.046.150.04500.0100.02.12211.586.531.49227.357.1916.39395.8313.77
23Q4 (17)530.03.92-0.01-108.33-102.0-0.1739.29-165.380.28-3.45-74.553.2432.7910.5812.58-10.21-18.73-4.4025.17-175.73-1.17-178.52-114.25-0.140.0-182.35-0.01-116.67-103.85-1.90-171.97-119.06-1.17-178.52-114.2518.98-61.312.98
23Q3 (16)533.923.920.12-14.29-42.86-0.28-33.3312.50.2961.11-50.852.445.17-0.8114.01-20.94-16.06-5.88-217.84-58.921.49-63.48-71.56-0.14-250.0-55.560.06-14.29-40.02.64-56.22-64.611.49-63.48-71.560.92176.19-1.66
23Q2 (15)510.00.00.14366.6740.0-0.2130.025.00.18500.0-53.852.32-3.3320.8317.7225.14-13.35-1.8566.9625.14.08193.53-9.33-0.0469.2320.00.07250.040.06.03203.02-25.744.08193.53-9.33-10.71136.34-92.69
23Q1 (14)510.00.00.03-94.0-89.66-0.30-215.38-233.330.03-97.27-89.662.4-18.093.914.16-8.5316.83-5.60-196.39-2645.451.39-83.07-77.8-0.13-176.4700.02-92.31-85.711.99-80.04-76.171.39-83.07-77.80.5122.05-17.06
22Q4 (13)510.00.00.50138.192.310.26181.25333.331.1086.4427.912.9319.11-2.9815.48-7.2541.895.81257.03336.848.2156.6892.270.17288.89325.00.26160.0100.09.9733.65111.238.2156.6892.2723.62124.0583.48
22Q3 (12)510.00.00.21110.0-47.5-0.32-14.29-313.330.5951.28-3.282.4628.12-19.6116.69-18.3923.08-3.70-49.8-217.835.2416.44-20.61-0.09-80.0-190.00.1100.0-50.07.46-8.137.185.2416.44-20.615.6222.24-112.70
22Q2 (11)510.00.00.10-65.52-69.7-0.28-211.11-1500.00.3934.4885.711.92-16.88-37.0520.4568.7379.39-2.47-1222.73-485.944.50-28.12-16.97-0.050-350.00.05-64.29-68.758.12-2.7544.744.50-28.12-16.97-20.20-26.99-230.56
22Q1 (10)510.00.00.2911.54363.64-0.09-250.065.380.29-66.28363.642.31-23.5140.8512.1211.0947.270.22-83.46103.066.2646.6277.840-100.0100.00.147.69333.338.3576.91488.376.2646.6277.84-12.41-11.73-155.00
21Q4 (9)510.00.00.26-35.0143.330.06-60.0128.570.8640.98145.713.02-1.3165.9310.91-19.5416.441.33-57.64120.814.27-35.3125.520.04-60.0133.330.13-35.0143.334.72-32.18128.24.27-35.3125.52-0.49-6.89295.00
21Q3 (8)510.00.00.4021.21566.670.15650.0215.380.61190.48-35.793.060.3352.2413.5618.9511.423.14390.62189.466.6021.77355.170.1400.0242.860.225.0566.676.9624.06373.476.6021.77355.1743.16210.60378.85
21Q2 (7)510.00.00.33400.0-66.330.02107.69-94.440.21290.91-76.673.0585.9846.6311.4038.52-54.20.64108.89-92.875.42253.98-77.340.02116.67-89.470.16366.67-68.05.61360.93-76.615.42253.98-77.3438.05240.8441.94
21Q1 (6)510.00.0-0.1181.67-22.22-0.26-23.81-4.0-0.11-131.43-22.221.64-9.8949.098.23-12.17-28.25-7.20-12.6840.15-3.5278.969.04-0.120.07.69-0.0680.0-50.0-2.1587.1643.57-3.5278.969.04-9.67-509.17-42.67
20Q4 (5)510.00.0-0.60-1100.0-1100.0-0.21-61.54-23.530.35-63.16775.01.82-9.4516.679.37-23.01-35.73-6.39-82.05-108.82-16.73-1253.79-1078.17-0.12-71.43-140.0-0.3-1100.0-1400.0-16.74-1238.78-1472.13-16.73-1253.79-1078.17--0.00
20Q3 (4)510.00.00.06-93.880.0-0.13-136.110.00.955.560.02.01-3.370.012.17-51.10.0-3.51-139.090.01.45-93.940.0-0.07-136.840.00.03-94.00.01.47-93.870.01.45-93.940.0--0.00
20Q2 (3)510.00.00.981188.890.00.36244.00.00.901100.00.02.0889.090.024.89117.00.08.98174.650.023.92718.090.00.19246.150.00.51350.00.023.98729.40.023.92718.090.0--0.00
20Q1 (2)510.00.0-0.09-80.00.0-0.25-47.060.0-0.09-325.00.01.1-29.490.011.47-21.330.0-12.03-293.140.0-3.87-172.540.0-0.13-160.00.0-0.04-100.00.0-3.81-412.30.0-3.87-172.540.0--0.00
19Q4 (1)510.00.0-0.050.00.0-0.170.00.00.040.00.01.560.00.014.580.00.0-3.060.00.0-1.420.00.0-0.050.00.0-0.020.00.01.220.00.0-1.420.00.0--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)
2024/101.168.0429.799.9824.023.03N/A-
2024/91.0835.927.078.8123.292.670.61-
2024/80.79-1.22-13.087.7422.782.580.63-
2024/70.8-18.8217.626.9428.852.710.6-
2024/60.998.0542.746.1430.482.890.5-
2024/50.91-7.6914.955.1528.373.10.47-
2024/40.99-17.2420.754.2431.692.830.52-
2024/31.285.4916.473.2535.433.250.54-
2024/20.65-53.93-23.442.0549.693.230.54-
2024/11.418.24167.351.4167.353.750.47本月及累計營收較去年同期增加167.36%,主要係因去年春節影響部分出貨致營業額相對偏低。
2023/121.191.9-4.1110.398.063.250.59-
2023/111.1629.7335.779.219.852.910.66-
2023/100.95.778.028.046.92.660.72-
2023/90.85-7.045.77.156.762.440.81-
2023/80.9133.666.736.36.912.290.86-
2023/70.68-1.48-16.85.396.942.170.91-
2023/60.69-12.979.574.7111.552.310.85-
2023/50.8-3.0340.394.0111.92.650.74-
2023/40.82-20.1816.653.226.562.690.73-
2023/31.0321.9240.762.43.492.40.81-
2023/20.8460.8615.511.37-13.682.60.75-
2023/10.52-57.59-38.640.52-38.642.620.74-
2022/121.2444.319.739.62-10.652.920.65-
2022/110.863.21-18.348.38-13.872.490.77-
2022/100.833.51-12.157.53-13.332.490.77-
2022/90.8-6.13-27.276.69-13.482.480.91-
2022/80.854.18-18.155.89-11.182.310.98-
2022/70.8229.74-11.65.04-9.882.021.12-
2022/60.6311.5-57.944.22-9.541.91.14本期營收較去年同期減少57.95%,主要係因本公司去年接獲燈源OEM外銷訂單出貨而今年同期訂單延遲致營收大幅減少。
2022/50.57-19.43-36.323.5913.482.01.08-
2022/40.7-3.689.143.0233.022.161.0-
2022/30.730.0552.892.3242.492.320.66本期營收較去年同期增加52.90%,主要係因本公司接獲燈源OEM外銷訂單出貨致營收大幅增加所致。
2022/20.73-14.5571.221.5838.152.620.58本期營收較去年同期增加71.22%,主要係因本公司接獲燈源OEM外銷訂單出貨致營收大幅增加所致。
2022/10.85-17.2418.590.8518.592.940.52-
2021/121.03-1.5872.810.7753.383.030.53本期營收較去年同期增加72.81%且本年營收較去年增加53.39%,主要係因本公司接獲燈源OEM外銷訂單出貨致營收大幅增加所致。
2021/111.0511.0372.719.7351.573.10.51本期營收較去年同期增加72.71%且本年營收較去年增加51.58%,主要係因本公司接獲燈源OEM外銷訂單出貨致營收大幅增加所致。
2021/100.95-14.3149.848.6849.363.090.51-
2021/91.15.6371.387.7449.313.070.57本期營收較去年同期增加71.39%,主要係因本公司接獲燈源OEM外銷訂單出貨致營收大幅增加所致。
2021/81.0412.5241.026.6446.183.480.5-
2021/70.93-38.2745.085.5947.183.320.52-
2021/61.568.82126.214.6647.613.040.53本期營收較去年同期增加126.21%,主要係因本公司接獲燈源OEM外銷訂單出貨致營收大幅增加所致。
2021/50.8938.117.613.1626.672.010.8-
2021/40.6434.910.512.2730.621.551.05-
2021/30.4812.04-1.991.6248.231.620.92-
2021/20.43-40.82205.41.1588.481.740.85本期較去年同期及累計營收增加,主要係因去年大陸廠受到COVID-19疫情影響復工時程,返工率下降造成產能大幅滑落所致。
2021/10.7220.5953.660.7253.661.930.77本期營收較去年同期及累計營收增加53.67%,主要係因去年春節假期工作天數較少所致
2020/120.6-1.647.357.028.981.840.84-
2020/110.61-3.6618.176.429.131.880.82-
2020/100.63-1.9926.875.818.272.010.77-
2020/90.64-13.076.455.186.372.020.7-
2020/80.7415.7635.14.546.362.040.69-
2020/70.64-3.755.573.82.122.060.68-
2020/60.66-12.2237.483.161.452.060.69-
2020/50.7618.0335.242.49-5.161.890.76-
2020/40.6431.549.81.74-16.081.271.13-
2020/30.49249.16-16.971.1-26.251.11.43-
2020/20.14-70.22-59.920.61-32.321.171.35本期較去年同期營收減少59.93%,主要係大陸廠區受到武漢肺炎疫情影響復工時程及因防疫致返工率下降進而造成產能大幅滑落所致。
2020/10.47-15.75-14.850.47-14.851.541.02-
2019/120.568.27-16.846.44-3.350.0N/A-
2019/110.513.43-26.825.88-1.850.0N/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)533.920.28-74.31-0.94010.48.2214.43-9.64-4.4501.22-80.45-0.4600.19-76.830.15-73.21
2022 (9)510.01.0926.74-0.4309.61-10.6915.9740.210.388.576.2453.320.040.00.8267.350.5627.27
2021 (8)510.00.86145.71-0.02010.7653.511.39-24.620.3504.0758.370.0400.49172.220.44144.44
2020 (7)510.00.35775.0-0.2507.018.6815.1113.78-1.8802.57594.59-0.1300.18157.140.18800.0
2019 (6)51-1.920.040-1.0006.45-3.5913.2828.43-7.5000.370-0.4800.0700.020
2018 (5)520.0-1.050-1.8706.69-9.4710.34-36.09-14.690-8.180-0.980-0.550-0.550
2017 (4)52-24.640.240-0.5507.39-2.8916.1875.3-3.8601.680-0.2900.1200.120
2016 (3)69-2.82-2.550-1.7007.614.979.23409.94-11.850-23.180-0.90-1.760-1.760
2015 (2)71-4.05-0.670-3.0207.25-7.641.810-22.080-6.590-1.60-0.480-0.480
2014 (1)740.0-2.780-3.9107.85-40.12-7.550-30.520-26.050-2.390-2.370-2.040

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