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)611.673.394.360.6922.824.4429.4540.5111.7659.1341.699.0818.0833.1453.371.620.4135.209.423.929.19-12.97-4.923.229.5538.532.652.7126.7934.53-10.54-4.7429.19-12.97-4.9224.4321.0937.40
24Q2 (19)601.691.694.3341.527.353.4345.3444.127.39141.555.587.6930.7829.0352.52-1.23.2232.175.6811.0833.548.93-0.362.4737.9942.772.5842.5428.3638.605.030.4233.548.93-0.368.1915.889.55
24Q1 (18)590.00.03.06-9.73126.672.36-26.2576.123.06-73.8126.675.88-14.4136.7453.161.0113.4230.44-8.6228.7130.795.7366.251.79-21.8375.491.81-9.5126.2536.758.0958.7530.795.7366.25-6.84-7.12-12.49
23Q4 (17)590.00.03.39-4.51100.593.201.2788.2411.6840.7224.126.870.7331.1152.63-0.9812.9933.31-1.6843.3329.12-5.1553.752.29-0.8787.72.0-4.31102.0234.00-6.2152.7429.12-5.1553.757.58-0.0517.02
23Q3 (16)590.00.03.554.4116.013.1632.7738.68.3074.747.376.8214.436.0753.154.4611.5733.8816.9921.0430.70-8.799.252.3133.5328.332.093.9815.4736.25-5.74.8630.70-8.799.2526.5278.1355.19
23Q2 (15)590.00.03.40151.8567.492.3877.6159.734.75251.851.715.9638.613.5250.888.5614.4928.9622.4536.1533.6681.7547.71.7369.6154.462.01151.2567.538.4466.0543.2233.6681.7547.710.3365.8628.21
23Q1 (14)590.00.01.35-20.12-48.861.34-21.18-37.671.35-85.65-48.864.3-17.94-30.4246.870.620.623.651.76-10.8918.52-2.22-25.951.02-16.39-37.80.8-19.19-48.3923.154.0-23.718.52-2.22-25.95-18.23-32.45-23.31
22Q4 (13)590.03.511.69-44.77-42.321.70-25.44-35.619.4121.73-15.915.24-18.51-23.546.58-2.23-1.6123.24-16.97-18.618.94-32.6-22.951.22-32.22-37.760.99-45.3-41.0722.26-35.61-24.818.94-32.6-22.951.982.9813.79
22Q3 (12)590.01.723.0650.7412.922.2853.021.337.7365.52-6.876.4322.48-5.4447.647.23.2327.9931.599.2928.1023.322.441.860.713.451.8150.8316.0334.5728.821.8528.1023.322.443.7113.8211.16
22Q2 (11)590.05.362.03-23.11-41.671.49-30.7-50.04.6776.89-16.465.25-15.05-27.3944.44-4.61-5.5521.27-19.86-27.822.79-8.88-15.091.12-31.71-47.421.2-22.58-38.1426.84-11.54-13.6422.79-8.88-15.09-12.41-16.50-24.63
22Q1 (10)593.511.722.64-9.922.792.15-18.5625.02.64-76.4122.796.18-9.7816.1746.59-1.580.8426.54-7.048.5925.011.756.611.64-16.3326.151.55-7.7424.030.342.57.8225.011.756.61-4.52-0.89-0.62
21Q4 (9)57-1.72-20.832.938.1278.662.6417.3350.8611.1934.8254.346.850.7427.3247.342.580.9828.5511.4812.1424.587.112.751.9612.6443.071.687.6943.5929.604.348.0324.587.112.75-2.60-7.00-3.59
21Q3 (8)583.57-20.552.71-22.1336.182.25-24.5-13.138.3048.4846.96.8-5.9515.2546.15-1.91-7.0325.61-13.07-12.7422.95-14.49-6.211.74-18.310.581.56-19.598.3328.37-8.725.2322.95-14.49-6.2114.9719.8724.38
21Q2 (7)56-3.45-22.223.4861.8620.832.9873.26-9.975.59160.052.737.2335.94.6347.051.84-11.2329.4620.54-17.1826.8414.41-10.532.1363.85-13.411.9455.2-6.2831.0810.45-14.3326.8414.41-10.5317.3946.4835.78
21Q1 (6)58-19.44-15.942.1531.1194.521.72-1.71168.752.15-70.34194.525.32-1.1264.7146.20-1.4511.2724.44-4.0160.5823.467.6150.11.3-5.11165.311.256.84150.028.142.750.6423.467.6150.1-4.966.76-17.07
20Q4 (5)72-1.3712.51.64-17.59-17.591.75-32.43-19.727.2528.3218.275.38-8.81-5.2846.88-5.56-2.7625.46-13.25-10.7621.80-10.91-3.451.37-20.81-15.431.17-18.75-8.5927.401.63-1.0121.80-10.91-3.45--0.00
20Q3 (4)731.390.01.99-30.90.02.59-21.750.05.6554.370.05.9-14.620.049.64-6.340.029.35-17.490.024.47-18.430.01.73-29.670.01.44-30.430.026.96-25.690.024.47-18.430.0--0.00
20Q2 (3)724.350.02.88294.520.03.31417.190.03.66401.370.06.91113.930.053.0027.650.035.57133.710.030.0091.940.02.46402.040.02.07314.00.036.2894.220.030.0091.940.0--0.00
20Q1 (2)697.810.00.73-63.320.00.64-70.640.00.73-88.090.03.23-43.130.041.52-13.880.015.22-46.650.015.63-30.780.00.49-69.750.00.5-60.940.018.68-32.510.015.63-30.780.0--0.00
19Q4 (1)640.00.01.990.00.02.180.00.06.130.00.05.680.00.048.210.00.028.530.00.022.580.00.01.620.00.01.280.00.027.680.00.022.580.00.0--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)
2024/103.07-9.7537.5325.7333.239.48N/A-
2024/93.413.2337.6222.6632.679.070.23-
2024/83.0112.735.0219.2531.838.170.25-
2024/72.676.6626.0416.2531.257.960.26-
2024/62.5-10.444.8713.5832.337.690.25-
2024/52.7916.337.711.0840.637.540.25-
2024/42.42.0753.528.2941.655.970.32去年同期市場受景氣影響,營收較低,故營收較今年減少超過50%以上。
2024/32.3592.4845.935.8937.325.890.31-
2024/21.22-47.31-12.243.5432.145.760.32-
2024/12.324.3480.162.3280.166.980.27112年一月適逢春節年假,且市場萎縮,故營收較今年減少超過50%以上。
2023/122.22-8.8732.5423.973.716.890.24-
2023/112.449.1941.0621.751.457.140.23-
2023/102.23-9.6821.9419.31-2.016.930.23-
2023/92.4711.0834.0617.08-4.466.810.22-
2023/82.235.21-7.4814.6-8.96.720.22-
2023/72.12-11.24-3.2712.38-9.156.530.23-
2023/62.3817.571.2810.26-10.275.970.24-
2023/52.0329.6711.467.88-13.275.20.28-
2023/41.56-2.9644.325.85-19.464.570.32-
2023/31.6115.74-23.274.29-30.634.290.4-
2023/21.398.15-19.612.68-34.414.360.39-
2023/11.29-23.23-45.31.29-45.34.690.37-
2022/121.68-3.01-28.9523.11-11.825.240.3-
2022/111.73-5.6-29.5521.44-10.135.40.29-
2022/101.83-0.71-10.5419.71-7.96.080.26-
2022/91.84-23.34-18.717.88-7.626.440.27-
2022/82.4110.09.8516.03-6.156.950.25-
2022/72.19-7.06-6.6313.63-8.516.360.27-
2022/62.3529.39-9.2511.44-8.865.250.46-
2022/51.8267.91-14.59.09-8.755.00.49-
2022/41.08-48.41-56.837.27-7.194.910.49因大陸疫情影響,工廠配合政策於4/11以後停工,致營收減少。
2022/32.121.25-3.476.1816.216.180.4-
2022/21.73-26.429.684.0829.826.440.38-
2022/12.35-0.2829.932.3529.937.170.34-
2021/122.36-3.8310.6626.2122.396.860.32-
2021/112.4519.8735.0623.8523.696.770.33-
2021/102.05-9.7642.9121.422.516.510.34-
2021/92.273.5712.3619.3520.686.80.3-
2021/82.19-6.493.5917.0821.887.130.29-
2021/72.34-9.6732.6314.8925.137.060.29-
2021/62.5921.9156.3412.5523.837.230.3本期營收成長係因疫情升溫影響,居家電腦設備需求增加,另大陸疫情趨緩,電動車市場需求增加所致。
2021/52.13-15.23-19.779.9617.466.810.32-
2021/42.5115.36-3.267.8334.426.020.36-
2021/32.1862.921.75.3264.685.320.37109年適逢春節及疫情高峰,造成大陸工廠延後開工及大部份員工封城隔離問題,109年同期營收大幅減少,致與今年營收差異較大。
2021/21.34-26.25145.633.15117.885.280.37109年適逢疫情高峰,大陸工廠延後開工及大部份員工封城隔離問題,109年同期營收大幅減少,致與今年營收差異較大。
2021/11.81-15.07101.121.81101.125.760.34去年同期因適逢春節及疫情爆發時期,故營收相對低點,造成與本期差異較大。
2020/122.1317.363.5421.428.175.380.3-
2020/111.8226.83-8.6619.288.715.270.31-
2020/101.43-29.05-12.0417.4710.95.570.29-
2020/92.02-4.5-0.7716.0313.555.90.23-
2020/82.1119.716.314.0215.965.540.25-
2020/71.776.472.2511.917.866.080.23-
2020/61.66-37.448.5410.1421.096.90.2-
2020/52.652.265.438.4823.897.030.19因疫情誘發宅經濟成長,訂單增加所致。
2020/42.5945.14102.925.8311.184.930.28因疫情影響,出貨延後所致。
2020/31.79228.823.683.23-18.423.230.39-
2020/20.54-39.62-41.091.44-42.613.530.36-
2020/10.9-56.77-43.480.9-43.484.970.26-
2019/122.084.7112.5519.821.410.0N/A-
2019/111.9922.1325.7917.740.240.0N/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)590.010.5220.2310.0832.4623.953.6851.3110.6130.6622.6428.8020.057.3427.218.0921.296.924.55
2022 (9)593.518.75-14.37.61-20.8123.1-11.8346.39-0.7125.00-8.1223.99-2.285.77-19.076.67-13.385.54-13.84
2021 (8)57-20.8310.2157.329.6115.6426.222.3246.72-4.2827.21-3.6824.551.247.1317.857.724.86.4323.89
2020 (7)7212.56.4920.638.3140.3721.428.1848.818.6628.2529.0524.2521.746.0539.726.1732.45.1931.73
2019 (6)64-1.545.3811.855.9225.4219.81.2844.9211.7121.8917.3119.9214.024.3318.634.6611.483.9415.54
2018 (5)65-1.524.8164.734.7216.5419.553.4440.21-2.5918.66-7.7617.4763.733.65-4.454.1823.673.4168.81
2017 (4)661.542.92-50.174.05-27.2918.9-2.1241.284.9820.236.8110.67-46.783.824.373.38-18.162.02-47.8
2016 (3)650.05.86321.585.57498.9219.3112.1439.3249.918.94319.9620.05272.683.66369.234.13262.283.87316.13
2015 (2)656.561.3915.830.93-19.1317.221.1226.23-7.714.51-8.155.3816.960.78-7.141.1425.270.9319.23
2014 (1)611.671.201614.291.15017.035.7828.4204.9104.6000.84223.080.91184.380.781850.0

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