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)781.31.31.221455.561120.01.32414.29512.50.95451.85138.05.733.4934.4335.09249.5139.220.00358.4492.1616.611125.31827.931.14445.45618.180.951457.141087.518.601262.5620.9316.611125.31827.9328.27752.78229.87
24Q2 (19)770.00.0-0.0950.082.35-0.4245.4546.15-0.27-50.089.624.2723.0511.7810.0464.3274.31-7.7454.9751.99-1.6259.1984.29-0.3345.046.77-0.0750.082.05-1.6059.4984.47-1.6259.1984.291.0467.5022.73
24Q1 (18)770.00.0-0.1885.091.39-0.770.063.16-0.1895.1491.393.47-20.96-16.996.113718.75119.9-17.1910.2864.77-3.9781.3289.73-0.628.5770.59-0.1484.9591.36-3.9585.1891.85-3.9781.3289.73-8.71-607.50-70.31
23Q4 (17)770.00.0-1.20-1300.0-130.77-0.77-140.62-83.33-3.70-48.0-332.74.393.543.780.16-98.91-97.81-19.16-275.69-79.74-21.25-1287.15-123.92-0.84-281.82-86.67-0.93-1262.5-132.5-26.66-1133.33-116.92-21.25-1287.15-123.927.27-590.20-40.83
23Q3 (16)770.00.00.10119.61350.0-0.3258.97-220.0-2.503.85-218.484.2410.9920.814.67154.69-28.51-5.1068.36-48.261.79117.36286.46-0.2264.52-83.330.08120.51366.672.58125.05236.511.79117.36286.461.1997.6060.83
23Q2 (15)770.00.0-0.5175.6-164.56-0.7862.68-209.86-2.60-24.4-220.933.82-8.61-33.335.76118.76-81.84-16.1266.96-209.88-10.3173.32-196.45-0.6269.61-173.81-0.3975.93-163.93-10.3078.76-165.56-10.3173.32-196.45-4.89-113.16-167.47
23Q1 (14)770.00.0-2.09-301.92-253.68-2.09-397.62-271.31-2.09-231.45-253.684.18-1.18-38.71-30.70-520.55-199.74-48.79-357.69-398.05-38.64-307.17-351.24-2.04-353.33-282.14-1.62-305.0-254.29-48.49-294.55-370.89-38.64-307.17-351.249.67-750.96-358.81
22Q4 (13)770.00.0-0.52-1200.0-131.14-0.42-320.0-125.771.59-24.64-83.454.2320.51-51.557.30-64.42-77.93-10.66-209.88-162.05-9.49-888.54-164.34-0.45-275.0-130.0-0.4-1233.33-131.01-12.29-550.26-170.43-9.49-888.54-164.34-9.12-652.53-217.04
22Q3 (12)770.00.0-0.04-105.06-101.26-0.10-114.08-103.212.11-1.86-73.433.51-38.74-68.4920.52-35.31-46.66-3.44-123.45-112.85-0.96-108.98-104.35-0.12-114.29-104.03-0.03-104.92-101.22-1.89-112.03-106.98-0.96-108.98-104.35-27.36-73.48-77.94
22Q2 (11)770.00.00.79-41.91-75.470.71-41.8-77.672.1558.09-54.835.73-15.98-47.2431.723.05-20.6614.67-10.38-47.110.69-30.49-53.30.84-25.0-72.090.61-41.9-75.515.71-12.23-43.5710.69-30.49-53.3-18.93-30.23-33.47
22Q1 (10)770.00.01.36-18.56-11.111.22-25.15-17.011.36-85.85-11.116.82-21.88-26.1130.78-6.9520.5216.37-4.7112.2815.384.2720.341.12-25.33-17.041.05-18.6-11.0217.902.5819.7315.384.2720.34-21.75-33.02-36.45
21Q4 (9)770.00.01.67-47.48-2.911.63-47.76-8.949.6121.03163.298.73-21.63-30.7733.08-14.0159.8117.18-35.8233.714.75-33.1140.081.5-49.66-7.411.29-47.56-3.0117.45-35.5441.9914.75-33.1140.08-9.52-24.36-24.82
21Q3 (8)770.00.03.18-1.24165.03.12-1.89173.687.9466.81311.411.142.5819.9138.47-3.7880.8726.77-3.46140.7422.05-3.67120.942.98-1.0189.322.46-1.2164.5227.07-2.77135.3922.05-3.67120.9410.1254.6157.22
21Q2 (7)770.00.03.22110.461912.53.18116.333875.04.76211.11552.0510.8617.66101.4839.9856.54143.7827.7390.191748.6722.8979.11869.923.01122.963662.52.49111.021815.3827.8486.22923.5322.8979.11869.92-4.5749.7049.23
21Q1 (6)770.00.01.53-11.05173.211.47-17.88188.241.53-58.08173.219.23-26.853.8325.5423.3822.3214.5813.4681.5712.7821.3777.251.35-16.67181.251.18-11.28174.4214.9521.6476.9212.7821.3777.254.4716.1419.57
20Q4 (5)770.0-1.281.7243.33132.431.7957.02175.383.6589.1281.5912.6135.7485.9920.70-2.685.1312.8515.5645.210.535.5124.911.6257.28170.01.3343.01133.3312.296.8726.1810.535.5124.91--0.00
20Q3 (4)770.00.01.20650.00.01.141325.00.01.93164.380.09.2972.360.021.2729.70.011.12641.330.09.98322.880.01.031187.50.00.93615.380.011.50322.790.09.98322.880.0--0.00
20Q2 (3)770.00.00.16-71.430.00.08-84.310.00.7330.360.05.39-10.170.016.40-21.460.01.50-81.320.02.36-67.270.00.08-83.330.00.13-69.770.02.72-67.810.02.36-67.270.0--0.00
20Q1 (2)77-1.280.00.56-24.320.00.51-21.540.00.56-72.140.06.0-11.50.020.886.040.08.03-9.270.07.21-14.470.00.48-20.00.00.43-24.560.08.45-13.240.07.21-14.470.0--0.00
19Q4 (1)780.00.00.740.00.00.650.00.02.010.00.06.780.00.019.690.00.08.850.00.08.430.00.00.60.00.00.570.00.09.740.00.08.430.00.0--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)
2024/111.19-13.44-21.2316.017.534.66N/A-
2024/101.38-33.7222.6714.8110.795.31N/A-
2024/92.0812.4425.0213.439.75.72.36-
2024/81.855.0426.1811.357.294.992.7-
2024/71.7627.8658.619.54.254.692.87因監控系列產品營收較去年同期大幅成長所致。
2024/61.38-10.8839.067.74-3.34.272.93-
2024/51.5515.113.256.36-9.294.023.11-
2024/41.3418.61-7.954.81-14.743.183.94-
2024/31.1360.99-27.253.47-17.113.473.98-
2024/20.7-56.85-42.62.33-11.14.083.38-
2024/11.63-6.7216.471.6316.474.92.82-
2023/121.7515.34-13.2616.63-18.014.393.47-
2023/111.5234.7925.1414.89-18.544.313.54-
2023/101.12-32.4511.713.37-21.644.263.58-
2023/91.6713.4982.712.25-23.734.243.87因監控系列產品營收較去年同期大幅成長所致。
2023/81.4732.0417.2910.58-30.143.574.6-
2023/71.1112.1-17.259.11-34.413.474.74-
2023/60.99-27.42-24.568.0-36.243.824.65-
2023/51.37-6.45-20.427.01-37.614.384.05-
2023/41.46-6.25-45.895.64-40.714.244.19-
2023/31.5627.01-48.834.18-38.664.184.66-
2023/21.23-12.44-32.362.63-30.454.644.2-
2023/11.4-30.54-28.691.4-28.694.634.22-
2022/122.0266.42-30.9220.29-49.224.235.69-
2022/111.2120.32-60.1218.27-50.673.137.7市場需求下降。
2022/101.0110.47-63.717.06-49.823.177.61市場需求下降。
2022/90.91-27.14-72.1416.06-48.593.517.59市場需求下降。
2022/81.25-6.84-67.5715.14-45.833.916.81市場需求下降。
2022/71.342.19-66.4913.89-42.354.376.08市場需求下降。
2022/61.31-23.43-66.9212.55-37.545.733.93市場需求下降。
2022/51.72-36.39-51.7511.24-30.297.463.02市場需求下降
2022/42.7-11.34-18.959.52-24.227.562.98-
2022/33.0467.9-10.876.82-26.126.822.79-
2022/21.81-7.69-20.273.78-35.076.72.84-
2022/11.96-32.71-44.571.96-44.577.922.4-
2021/122.92-3.92-24.9839.9620.068.731.74-
2021/113.049.53-32.637.0526.029.081.67-
2021/102.77-15.22-34.1534.0136.649.91.53-
2021/93.27-15.17-18.5231.2351.0711.141.01因監控系列產品營收較去年同期大幅成長所致。
2021/83.86-3.7428.2227.9667.8511.840.95因監控系列產品營收較去年同期大幅成長所致。
2021/74.010.8677.3424.176.5911.540.98因監控系列產品營收較去年同期大幅成長所致。
2021/63.9711.69103.8720.0976.4410.860.89因監控系列產品營收較去年同期大幅成長所致。
2021/53.566.83103.516.1270.7810.30.94因監控系列產品營收較去年同期大幅成長所致。
2021/43.33-2.596.612.5663.349.021.07因監控系列產品營收較去年同期大幅成長所致。
2021/33.4250.1831.579.2353.959.230.9因監控系列產品營收較去年同期大幅成長所致。
2021/22.27-35.8342.485.8271.029.710.86因監控系列產品營收較去年同期大幅成長所致。
2021/13.54-8.9296.263.5496.2611.940.7因監控系列產品營收較去年同期大幅成長所致。
2020/123.89-13.6949.0533.2945.0912.610.67-
2020/114.517.01116.229.444.5812.740.67因監控系列產品營收較去年同期大幅成長所致。
2020/104.214.89102.1524.8936.411.240.76因監控系列產品營收較去年同期大幅成長所致。
2020/94.0233.4987.4320.6727.929.291.27因監控系列產品營收較去年同期大幅成長所致。
2020/83.0133.1124.8416.6618.827.221.64-
2020/72.2615.969.4713.6517.575.961.99-
2020/61.9511.49-4.011.3919.335.392.32-
2020/51.753.21-19.689.4425.636.042.08-
2020/41.69-34.75-7.27.6944.125.892.13-
2020/32.662.6350.036.070.86.01.76因監控系列產品營收較去年同期大幅成長所致
2020/21.6-11.61150.423.490.996.011.76因監控系列產品營收較去年同期大幅成長所致。
2020/11.81-30.8357.871.8157.870.0N/A因監控系列產品營收較去年同期大幅成長所致
2019/122.6125.1926.6522.9412.770.0N/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)770.0-3.700-3.97016.63-18.04-2.620-22.330-17.240-3.710-3.480-2.870
2022 (9)770.01.58-83.421.38-85.2720.29-49.2224.37-29.796.83-69.126.04-67.421.38-84.391.53-82.891.23-83.4
2021 (8)770.09.53161.819.37165.4439.9620.0434.7171.9222.12128.9918.54119.418.84174.538.94173.397.41163.7
2020 (7)77-1.283.6482.03.53111.3833.2945.1220.191.259.6642.068.4524.263.22106.413.2779.672.8180.13
2019 (6)786.852.00-6.981.67-11.1722.9412.7819.94-13.646.80-23.166.80-12.141.56-13.331.82-4.211.56-0.64
2018 (5)737.352.15-28.331.88-30.8820.3418.623.09-20.828.85-38.717.74-34.961.8-27.421.9-20.831.57-23.04
2017 (4)681.493.0052.282.7274.3617.1521.9829.161.9614.4443.411.9027.02.4874.652.458.942.0454.55
2016 (3)671.521.971213.331.561100.014.06100.2828.60-13.610.07372.779.37559.861.42846.671.51906.671.321220.0
2015 (2)660.00.1500.1307.0290.2433.10-24.482.1301.4200.1500.1500.10
2014 (1)661.54-0.070-0.1803.6973.2443.830-3.580-1.290-0.130-0.050-0.050

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