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)560.00.0-0.1857.14-124.00.00100.0-100.0-0.56-47.37-473.332.728.57-28.3835.1928.063.23-0.8395.46-108.01-3.7266.87-133.39-0.0294.74-105.13-0.158.33-123.81-4.5678.35-132.62-3.7266.87-133.3914.05-546.4365.22
24Q2 (19)560.00.0-0.42-1150.065.0-0.3230.43-145.71-0.38-1050.037.72.1-0.47-40.5127.48-6.66-23.79-18.30-56.41-379.39-11.23-1190.2940.68-0.38-52.0-265.22-0.24-1300.064.18-21.06-1504.010.65-11.23-1190.2940.68-5.72-524.65-64.66
24Q1 (18)560.00.00.04100.7-93.22-0.46-159.74-174.190.04100.72-93.222.11-10.97-43.8829.44-11.16-22.69-11.7038.97-200.521.03100.77-88.2-0.2544.44-156.820.02100.63-93.941.50100.88-86.361.03100.77-88.2-24.05-378.98-52.87
23Q4 (17)560.00.0-5.69-858.67-2062.070.7754.030.51-5.54-3793.33-204.142.37-37.14-44.133.14-2.79-9.58-19.17-285.04-314.19-133.81-1301.17-3539.85-0.45-215.38-218.42-3.17-854.76-2081.25-171.33-1325.54-3610.86-133.81-1301.17-3539.85-15.17-348.0812.71
23Q3 (16)560.00.00.75162.5-54.550.50-28.57-37.50.15124.59-97.013.776.8-25.9334.09-5.46-9.7410.3658.17-28.7511.14158.85-38.790.3969.57-47.30.42162.69-54.8413.98159.31-41.5611.14158.85-38.790.34-70.44-7.83
23Q2 (15)560.00.0-1.20-303.39-175.950.7012.9-43.09-0.61-203.39-118.153.53-6.12-33.7736.06-5.3-12.626.55-43.73-57.19-18.93-316.84-213.830.23-47.73-71.95-0.67-303.03-175.28-23.57-314.27-223.79-18.93-316.84-213.83-8.72-99.978.99
23Q1 (14)560.00.00.59103.45-66.670.625.08-57.530.59-88.91-66.673.76-11.32-24.0438.083.9-8.2911.6430.06-46.198.73124.42-56.760.4415.79-58.880.33106.25-67.011.00125.41-56.618.73124.42-56.76-14.0110.52-10.59
22Q4 (13)560.00.00.29-82.42-66.670.59-26.25-38.545.325.9857.44.24-16.7-10.3636.65-2.97-4.618.95-38.45-36.73.89-78.63-62.310.38-48.65-43.280.16-82.8-67.354.88-79.6-62.523.89-78.63-62.31-10.60-39.00-30.61
22Q3 (12)560.00.01.654.4350.00.80-34.96-27.935.0249.4100.05.09-4.518.9337.77-8.48-10.7514.54-4.97-20.4218.209.4425.260.74-9.76-5.130.934.4950.023.9225.6331.3618.209.4425.261.59-3.15-25.36
22Q2 (11)560.00.01.58-10.7381.611.23-15.7517.143.3689.83138.35.337.6836.6741.27-0.66.8615.30-29.260.5916.63-17.6331.770.82-23.3638.980.89-11.081.6319.04-24.8950.5116.63-17.6331.776.1746.3618.16
22Q1 (10)560.00.01.77103.45233.961.4652.08128.121.77-47.63233.964.954.6533.7841.528.0713.8821.6352.9781.9220.1995.64148.031.0759.7143.181.0104.08233.3325.3594.7144.2220.1995.64148.037.5841.2719.29
21Q4 (9)560.07.690.87-20.91222.220.96-13.51134.153.3834.6643.834.7310.5143.7738.42-9.2213.1714.14-22.61134.8810.32-28.97147.480.67-14.1235.00.49-20.97250.013.02-28.5300.6210.32-28.97147.4810.122.77-3.90
21Q3 (8)560.07.691.1026.44161.91.115.71170.732.5178.0120.674.289.7422.9942.329.5818.3118.2720.12116.9814.5315.13135.880.7832.2168.970.6226.53195.2418.2143.95128.4814.5315.13135.887.5845.3034.88
21Q2 (7)560.07.690.8764.1593.331.0564.069.381.41166.04-15.063.95.41-16.1338.625.92-4.1915.2127.9217.4512.6255.04150.890.5934.09-1.670.4963.33113.0412.6521.8797.6612.6255.04150.898.9480.2260.08
21Q1 (6)567.6914.290.5396.3-58.270.6456.1-38.460.53-77.45-58.273.712.46-28.2936.467.39-10.4811.8997.51-17.148.1495.2-32.730.44120.0-40.540.3114.29-51.6110.38219.38-31.718.1495.2-32.733.5030.2928.05
20Q4 (5)520.06.120.27-35.71-83.330.410.0-76.572.3512.98-60.573.29-5.46-47.7833.95-5.09-25.56.02-28.5-65.284.17-32.31-66.960.2-31.03-81.650.14-33.33-82.283.25-59.22-77.374.17-32.31-66.96--0.00
20Q3 (4)520.00.00.42-6.670.00.41-57.290.02.0825.30.03.48-25.160.035.77-11.260.08.42-34.980.06.1622.470.00.29-51.670.00.21-8.70.07.9724.530.06.1622.470.0--0.00
20Q2 (3)526.120.00.45-64.570.00.96-7.690.01.6630.710.04.65-9.880.040.31-1.030.012.95-9.760.05.03-58.430.00.6-18.920.00.23-62.90.06.40-57.890.05.03-58.430.0--0.00
20Q1 (2)490.00.01.27-21.60.01.04-40.570.01.27-78.690.05.16-18.10.040.73-10.620.014.35-17.240.012.10-4.120.00.74-32.110.00.62-21.520.015.205.850.012.10-4.120.0--0.00
19Q4 (1)490.00.01.620.00.01.750.00.05.960.00.06.30.00.045.570.00.017.340.00.012.620.00.01.090.00.00.790.00.014.360.00.012.620.00.0--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)
2024/110.9-6.5823.548.78-30.622.67N/A-
2024/100.9619.4310.957.88-33.932.85N/A-
2024/90.81-25.32-25.76.92-37.462.71.5-
2024/81.0832.46-30.176.11-38.742.611.55-
2024/70.8214.59-28.445.03-40.312.21.84-
2024/60.715.85-44.324.21-42.172.11.91-
2024/50.67-6.21-44.13.5-41.712.191.83-
2024/40.72-10.03-31.242.83-41.112.091.92-
2024/30.837.97-45.882.11-43.842.112.03-
2024/20.58-21.76-54.911.32-42.532.092.05因為受到農曆年長假工作天數減少影響,以及前幾大客戶庫存較多影響下單進度所致。
2024/10.74-4.12-26.80.74-26.82.241.91-
2023/120.775.67-46.9313.43-31.52.371.98-
2023/110.73-16.09-45.1312.66-30.272.681.74-
2023/100.87-20.02-40.5211.93-29.13.51.34-
2023/91.09-29.81-34.4911.06-28.013.771.37-
2023/81.5535.75-16.179.98-27.233.971.3-
2023/71.14-10.83-28.018.43-28.953.621.43-
2023/61.286.26-28.887.29-29.13.521.72-
2023/51.215.36-32.26.01-29.143.721.63-
2023/41.04-29.18-40.794.81-28.333.81.6-
2023/31.4714.93-23.993.76-23.93.761.56-
2023/21.2827.01-4.772.29-23.843.741.57-
2023/11.01-30.48-39.281.01-39.283.791.55-
2022/121.459.25-10.5219.6118.044.241.2-
2022/111.33-9.04-15.0618.1621.134.451.14-
2022/101.46-11.91-5.4316.8325.354.971.03-
2022/91.66-10.1912.9715.3729.365.091.02-
2022/81.8516.5829.2713.7131.675.230.99-
2022/71.58-11.9114.1411.8632.055.161.01-
2022/61.81.336.5810.2835.325.331.0-
2022/51.770.7637.338.4835.055.470.98-
2022/41.76-9.0936.346.7134.465.041.06-
2022/31.9443.9951.914.9533.84.951.07晶片供應短缺狀況稍微舒緩,客戶訂單需求強勁,致營收增加。
2022/21.35-19.017.223.0124.264.631.14-
2022/11.662.4442.611.6642.614.851.09-
2021/121.623.744.9416.610.124.731.06-
2021/111.561.2638.814.99-3.114.581.09-
2021/101.545.2348.1413.42-6.44.441.13-
2021/91.472.7628.7611.88-10.684.281.24-
2021/81.432.9316.2310.41-14.384.131.29-
2021/71.395.424.698.98-17.824.01.33-
2021/61.321.86-6.87.6-22.643.91.13-
2021/51.290.03-23.026.28-25.33.861.14-
2021/41.291.28-17.394.99-25.863.821.15-
2021/31.281.64-25.163.7-28.433.70.97-
2021/21.257.71-28.822.42-30.043.541.01-
2021/11.174.11-31.311.17-31.313.411.05-
2020/121.12-0.68-40.8416.59-25.913.290.93-
2020/111.138.07-48.7615.47-24.533.310.93-
2020/101.04-8.53-52.714.34-21.623.410.9因為covid-19的影響,美洲客戶無法前往終端客戶裝機,影響出貨量,致使本公司營收下滑。
2020/91.14-7.23-36.6513.3-17.373.480.98-
2020/81.2310.42-18.5312.16-14.943.750.91-
2020/71.11-21.22-24.010.93-14.524.20.81-
2020/61.41-15.86-8.089.82-13.294.660.78-
2020/51.687.35-9.148.41-14.114.950.73-
2020/41.56-8.24-27.416.73-15.275.030.72-
2020/31.7-3.321.55.16-10.745.160.79-
2020/21.763.943.733.46-15.765.350.76-
2020/11.7-10.32-29.521.7-29.520.0N/A-
2019/121.89-13.99-1.2322.3919.370.0N/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)560.0-5.5402.61-36.1913.43-31.5135.56-9.814.51-70.58-22.9800.61-79.73-3.950-3.090
2022 (9)560.05.2656.554.098.4919.6118.0639.431.015.332.4715.1832.463.0121.373.6962.562.9856.84
2021 (8)567.693.3643.593.7733.6916.610.1239.042.1214.9635.2611.4656.992.4834.782.2754.421.957.02
2020 (7)526.122.34-60.542.82-47.8716.59-25.9438.23-11.9911.06-32.447.30-44.191.84-49.861.47-58.821.21-58.7
2019 (6)490.05.9340.525.4158.6522.419.3443.448.5216.3730.9613.0817.523.6756.173.5741.112.9340.19
2018 (5)490.04.22-23.413.41-35.6618.77-14.1440.03-7.2512.50-20.5311.13-11.172.35-31.692.53-21.182.09-23.72
2017 (4)498.895.51-4.015.309.9621.8619.1343.161.4615.73-8.8612.53-10.753.448.523.215.252.746.2
2016 (3)452.275.7435.74.8258.0318.3532.1142.545.4817.2614.3814.042.633.1750.953.0533.772.5835.79
2015 (2)4415.794.23-43.683.05-32.5213.89-8.7440.333.6215.09-25.5613.68-28.382.1-32.042.28-34.291.9-34.71
2014 (1)380.07.51173.094.52169.0515.2240.9338.92020.27019.1003.09149.193.47155.152.91174.53

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