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)390.00.02.8563.79141.532.8780.5348.444.44179.25101.821.64-31.67-19.2146.07-8.393.9312.09-63.27-33.567.65139.55199.470.2-74.68-45.951.1163.24141.311.68-66.87-58.7767.65139.55199.4750.67661.89218.47
24Q2 (19)390.00.01.741260.0112.21.59356.45114.861.591160.055.882.4133.014.3550.2987.7919.7432.92269.08103.4628.24595.44104.930.79495.0113.510.681233.33112.535.261763.21101.628.24595.44104.9347.90562.5691.75
24Q1 (18)390.00.0-0.15-134.88-175.0-0.62-172.94-576.92-0.15-105.7-175.01.03-37.2-30.4126.78-33.1-32.46-19.47-181.46-394.55-5.70-155.45-207.75-0.2-151.28-300.0-0.06-135.29-175.0-2.12-114.99-125.24-5.70-155.45-207.75-28.21-99.22-70.06
23Q4 (17)390.00.00.43-63.56-71.140.8532.81-61.542.6319.55-58.711.64-19.21-46.7540.03-9.7-28.5323.9031.46-33.9210.28-54.49-45.260.395.41-64.860.17-63.04-70.6914.14-50.09-47.9410.28-54.49-45.26-15.48-9.839.65
23Q3 (16)390.00.01.1843.9-59.030.64-13.51-62.132.20115.69-55.012.03-11.74-38.344.335.55-3.818.1812.36-38.4622.5963.93-33.520.370.0-61.860.4643.75-58.9328.3361.98-34.9922.5963.93-33.5221.83176.95227.86
23Q2 (15)390.00.00.82310.0-42.250.74469.23-38.841.02410.0-49.252.355.41-10.1642.005.933.5516.18144.78-36.1713.78160.49-35.790.37270.0-43.080.32300.0-41.8217.49108.21-38.7613.78160.49-35.791.73111.71187.56
23Q1 (14)390.00.00.20-86.58-66.10.13-94.12360.00.20-96.86-66.11.48-51.951.3739.65-29.2116.486.61-81.73191.195.29-71.83-66.220.1-90.99233.330.08-86.21-65.228.40-69.07-56.795.29-71.83-66.22-29.17-67.42-31.68
22Q4 (13)390.00.01.49-48.2636.72.2130.77121.06.3730.27110.933.08-6.3831.0656.0121.5562.4936.1722.4478.0918.78-44.735.091.1114.43131.250.58-48.2138.127.16-37.6825.5718.78-44.735.0911.0727.2835.22
22Q3 (12)390.02.632.88102.82405.261.6939.67201.794.89143.28153.373.2928.5259.7146.0813.6145.7329.5416.53114.2133.9858.34220.870.9749.23246.431.12103.64409.0943.5852.59213.0733.9858.34220.8751.93121.751279.84
22Q2 (11)390.02.631.42140.6867.061.212520.021.02.01240.6847.792.5675.3444.6340.5619.15-14.4525.351016.74-2.4221.4637.0416.250.652066.6741.30.55139.1366.6728.5646.9125.121.4637.0416.2518.7447.411207.50
22Q1 (10)390.02.630.59-45.8715.69-0.05-105.0-108.930.59-80.4615.691.46-37.87-5.8134.04-1.25-8.422.27-88.82-85.3115.66-12.3723.310.03-93.75-87.50.23-45.2415.019.44-10.1239.6615.66-12.3723.31-11.8922.68-13.22
21Q4 (9)392.632.631.0991.23336.01.0078.57766.673.0256.4864.132.3514.0845.0634.479.0121.1620.3147.28507.0117.8768.74200.340.4871.43700.00.4290.91320.021.6355.39323.2917.8768.74200.3415.2329.1517.28
21Q3 (8)380.00.00.57-32.94-61.220.56-44.0-52.541.9341.9121.382.0616.3832.931.62-33.31-21.0513.79-46.92-61.4610.59-42.63-70.580.28-39.13-50.00.22-33.33-60.7113.92-39.03-66.8210.59-42.63-70.5815.2916.8717.28
21Q2 (7)380.00.00.8566.67286.361.0078.57334.781.36166.67871.431.7714.1937.2147.4127.5543.7525.9868.16377.5718.4645.35183.560.4691.67557.140.3365.0312.522.8364.01371.6918.4645.35183.564.9385.34275.95
21Q1 (6)380.0-2.560.51104.0737.50.56473.33660.00.51-72.28737.51.55-4.3268.4837.1730.6527.9115.45409.62471.3912.70113.45469.190.24400.0700.00.2100.0766.6713.92172.41511.8312.70113.45469.190.1010.51180.31
20Q4 (5)380.0-2.560.25-82.99-40.48-0.15-112.71-129.411.8415.72-24.281.624.5210.228.45-28.96-16.27-4.99-113.95-135.395.95-83.47-45.86-0.08-114.29-138.10.1-82.14-37.55.11-87.82-56.215.95-83.47-45.86--0.00
20Q3 (4)380.00.01.47568.180.01.18413.040.01.591035.710.01.5520.160.040.0521.440.035.78557.720.036.00453.00.00.56700.00.00.56600.00.041.95766.740.036.00453.00.0--0.00
20Q2 (3)38-2.560.00.22375.00.00.23330.00.00.14275.00.01.2940.220.032.9813.490.05.44230.770.06.51289.240.00.07275.00.00.08366.670.04.84243.20.06.51289.240.0--0.00
20Q1 (2)390.00.0-0.08-119.050.0-0.10-119.610.0-0.08-103.290.00.92-37.410.029.06-14.480.0-4.16-129.50.0-3.44-131.30.0-0.04-119.050.0-0.03-118.750.0-3.38-128.960.0-3.44-131.30.0--0.00
19Q4 (1)390.00.00.420.00.00.510.00.02.430.00.01.470.00.033.980.00.014.100.00.010.990.00.00.210.00.00.160.00.011.670.00.010.990.00.0--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)
2024/100.7329.4654.65.79-7.71.79N/A主係本月濺鍍設備收入較去年同期增加所致
2024/90.5611.83-18.225.07-12.751.640.98-
2024/80.5-13.33-25.824.5-12.021.720.94-
2024/70.58-8.89-13.04.0-9.922.260.71-
2024/60.64-38.99-38.613.42-9.372.40.66-
2024/51.0445.2468.382.791.682.140.74主係本月濺鍍設備收入較去年同期增加所致
2024/40.7291.1111.531.74-17.791.311.21-
2024/30.3870.28-47.841.03-30.571.032.02-
2024/20.22-48.57-63.230.65-14.131.131.83主係本月濺鍍設備收入較去年同期減少所致
2024/10.43-10.46174.070.43174.071.61.3主係本月濺鍍設備收入較去年同期增加所致
2023/120.48-30.38-53.967.45-28.31.641.39主係本月濺鍍設備收入較去年同期減少所致
2023/110.6946.3-32.826.97-25.441.851.23-
2023/100.47-31.51-53.76.28-24.531.831.24主係本月濺鍍設備收入較去年同期減少所致
2023/90.691.43-36.635.81-20.472.031.18-
2023/80.681.64-38.65.12-17.652.381.0-
2023/70.67-35.72-39.374.44-13.132.321.03-
2023/61.0467.36-8.943.78-5.952.30.98-
2023/50.62-3.79-35.762.74-4.761.981.14-
2023/40.64-10.6341.282.1210.851.961.15-
2023/30.7220.0325.851.481.331.481.88-
2023/20.6283.3760.40.76-14.511.81.54主係本月濺鍍設備收入較去年同期增加所致
2023/10.16-84.96-69.360.16-69.362.221.25主係本月工作天較少,代工及設備收入較去年同期減少所致。
2022/121.041.5918.3110.3834.313.080.95-
2022/111.020.8115.289.3436.373.130.93-
2022/101.02-6.2575.818.3239.513.20.91主係本月濺鍍設備收入較去年同期增加所致
2022/91.08-1.7238.837.335.613.290.97-
2022/81.10.3665.96.2235.063.340.95主係本月濺鍍設備收入較去年同期增加所致
2022/71.1-3.4577.965.1229.863.21.0主係本月濺鍍設備收入較去年同期增加所致
2022/61.1418.0674.094.0220.912.561.06主係本月濺鍍設備收入較去年同期增加所致
2022/50.96111.6269.842.887.881.991.36主係本月濺鍍設備收入較去年同期增加所致
2022/40.46-20.39-16.361.91-8.871.41.93-
2022/30.5752.9811.61.46-6.241.461.55-
2022/20.37-26.78-32.910.89-15.031.771.28-
2022/10.51-41.915.550.515.552.280.99-
2021/120.88-1.044.547.7343.622.350.7-
2021/110.8953.7469.886.8543.52.250.73本月累計營收較去年同期增加,主係因濺鍍設備及代工業務收入皆增加所致。
2021/100.58-25.9719.655.9640.262.020.81-
2021/90.7817.4316.965.3842.92.060.89-
2021/80.667.6629.134.648.481.940.95-
2021/70.62-5.5566.623.9452.341.841.0本月及本年累計營收增加,主係因濺鍍設備及代工業務收入皆增加所致。
2021/60.6515.186.853.3249.951.770.88-
2021/50.574.248.42.6766.41.630.95本年累計營收較去年同期增加,主係因濺鍍設備及代工業務收入皆增加所致。
2021/40.546.2382.92.172.041.620.96本月及本年累計營收較去年同期增加,主係因濺鍍設備及代工收入增加所致。
2021/30.51-8.0363.371.5568.531.550.96本月及本年累計營收較去年同期增加,主係因濺鍍代工收入增加所致。
2021/20.5615.19108.911.0471.21.650.91本月及本年累計營收較去年同期增加,主係因去年同期受新冠肺炎疫情影響,濺鍍代工收入偏低所致。
2021/10.48-20.4641.730.4841.731.620.93-
2020/120.6116.35118.995.38-28.251.610.72主係本月濺鍍設備收入較去年同期增加所致
2020/110.528.280.354.77-33.921.670.7-
2020/100.48-27.63-28.334.25-36.581.670.7-
2020/90.6729.65-13.793.77-37.511.550.97-
2020/80.5138.92-30.493.1-41.01.51.0-
2020/70.37-39.43-2.332.59-42.721.371.1-
2020/60.6159.96-38.912.21-46.431.291.05-
2020/50.3828.42-58.021.6-48.840.991.37主係本月濺鍍設備收入較去年同期減少所致
2020/40.3-5.1-56.241.22-45.070.881.55主係本月濺鍍設備收入較去年同期減少所致
2020/30.3117.58-58.950.92-40.140.921.47主係本月濺鍍設備收入較去年同期減少所致
2020/20.27-21.84-30.210.61-21.60.891.53-
2020/10.3422.89-13.230.34-13.231.141.19-
2019/120.28-46.67-51.277.5-18.090.0N/A主係本月濺鍍設備收入較去年同期減少所致
2019/110.52-22.67-0.477.23-15.890.0N/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)390.02.37-58.422.36-52.87.45-28.2341.73-9.2416.53-37.9713.73-42.341.23-55.61.33-59.451.02-58.7
2022 (9)390.05.7096.555.0061.2910.3834.2845.9823.5726.6541.0823.8158.522.7789.733.28132.622.47112.93
2021 (8)392.632.9058.473.10169.577.7343.6837.2112.7918.89100.5315.0214.221.46186.271.4183.121.1663.38
2020 (7)38-2.561.83-24.071.15-47.965.38-28.2732.99-7.499.42-34.8113.154.120.51-52.780.77-34.190.71-25.26
2019 (6)395.412.41-22.012.21-2.217.5-18.1235.6615.6714.4524.1412.630.161.080.931.17-12.690.95-18.1
2018 (5)375.713.09-39.052.26-55.079.16-20.7630.83-10.0911.64-44.6212.61-20.791.07-55.971.34-41.991.16-36.96
2017 (4)35-38.65.0705.03011.56112.534.2963.8321.02015.9202.4302.3101.840
2016 (3)577.55-0.660-1.1305.4415.7420.93-2.61-7.250-6.860-0.390-0.320-0.370
2015 (2)536.0-1.700-1.8204.7-18.421.4918.01-14.700-19.080-0.690-0.880-0.90
2014 (1)508.7-2.290-1.2605.760.1718.210-8.690-19.880-0.50-1.150-1.140

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