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)140-1.411.450.22-31.25100.00.268.33271.430.7343.14135.486.750.926.8824.44-2.47-1.536.569.33317.835.01-28.9480.220.4410.0450.00.31-31.11106.675.65-28.12126.915.01-28.9480.2212.5118.5929.16
24Q2 (19)1420.06.770.3268.42220.00.2450.02300.00.51168.42155.06.6924.1239.9625.06-0.83-1.766.0044.23270.377.0545.06138.980.481.82400.00.4560.71246.157.8655.95105.227.0545.06138.9812.72174.2163.89
24Q1 (18)1424.419.230.19280.090.00.1677.7814.290.19-45.7190.05.391.3220.0425.270.08-7.744.1677.78-2.84.86507.592.090.2283.3315.790.28366.67115.385.04380.084.624.86507.592.090.66112.7253.17
23Q4 (17)136-1.453.820.05-54.55125.00.0928.57350.00.3512.975.05.320.019.8225.251.73-1.482.3449.0439.290.80-71.22112.230.1250.071.430.06-60.0123.081.05-57.83122.150.80-71.22112.235.65-22.27314.29
23Q3 (16)1383.764.550.1110.0-26.670.07600.0800.00.3155.0-22.55.3211.317.1824.82-2.7-1.351.57-3.0986.92.78-5.76-48.130.080.0100.00.1515.38-25.02.49-34.99-55.542.78-5.76-48.138.885.00253.57
23Q2 (15)1332.316.40.100.0-16.670.01-92.86-75.00.20100.0-23.084.786.461.9225.51-6.86-2.371.62-62.15-48.412.9516.6-31.870.08-57.89-46.670.130.0-18.753.8340.29-29.472.9516.6-31.873.7975.00253.57
23Q1 (14)130-0.764.00.10150.0-23.080.14600.055.560.10-50.0-23.084.491.13-5.2727.396.8716.214.28154.7615.362.53138.69-34.110.19171.435.560.13150.0-18.752.73157.59-38.652.53138.69-34.11-0.54-41.67450.00
22Q4 (13)131-0.768.26-0.20-233.33-195.240.02300.0-88.890.20-50.0-80.04.44-2.2-11.225.631.8710.711.68100.0-74.15-6.54-222.01-218.910.0775.0-78.12-0.26-230.0-204.0-4.74-184.64-172.26-6.54-222.01-218.91-2.70-104.1787.50
22Q3 (12)1325.68.20.1525.0-25.0-0.01-125.0-106.250.4053.85-50.04.54-3.2-6.3925.16-3.7111.820.84-73.25-83.635.3623.796.350.04-73.33-84.00.225.0-16.675.603.130.365.3623.796.35-2.128.65-90.28
22Q2 (11)1250.05.930.12-7.69-61.290.04-55.56-88.570.26100.0-56.674.69-1.05-19.026.1310.860.463.14-15.36-64.684.3312.76-33.990.15-16.67-71.150.160.0-56.765.4322.02-19.444.3312.76-33.99-3.12-22.89-52.78
22Q1 (10)1253.315.930.13-38.1-55.170.09-50.0-59.090.13-87.0-55.174.74-5.2-12.5523.571.81-5.233.71-42.92-51.253.84-30.18-44.990.18-43.75-56.10.16-36.0-52.944.45-32.16-45.43.84-30.18-44.99-1.06-16.55-18.75
21Q4 (9)121-0.821.680.215.0110.00.1812.501.0025.0185.715.03.0913.1223.152.895.96.5026.711757.145.509.1395.730.3228.01500.00.254.17108.336.5617.56112.35.509.1395.73-6.57-15.24-20.89
21Q3 (8)1223.393.390.20-35.48-9.090.16-54.29166.670.8033.33207.694.85-16.231.4622.50-13.4912.565.13-42.29233.125.04-23.177.690.25-51.92257.140.24-35.14-7.695.58-17.213.915.04-23.177.69-4.70-14.292.40
21Q2 (7)1180.0-0.840.316.9181.820.3559.09483.330.60106.91400.05.796.8319.6326.014.5830.848.8916.82365.456.56-6.02254.590.5226.83477.780.378.82184.626.74-17.3151.496.56-6.02254.5914.7398.4529.55
21Q1 (6)118-0.84-1.670.29190.0514.290.220320.00.29-17.14514.295.4222.629.2724.8713.7760.767.612074.29363.326.98148.4415.840.411950.0392.860.34183.33525.08.15163.75571.16.98148.4415.847.5467.72-50.00
20Q4 (5)1190.85-0.830.10-54.55104.130.00-100.0100.00.3534.62114.644.42-7.53-8.1121.869.3544.960.35-77.27102.712.81-39.96104.710.02-71.43103.230.12-53.85104.143.09-42.46104.752.81-39.96104.71--0.00
20Q3 (4)118-0.840.00.22100.00.00.060.00.00.26550.00.04.78-1.240.019.990.550.01.54-19.370.04.68152.970.00.07-22.220.00.26100.00.05.37100.370.04.68152.970.0--0.00
20Q2 (3)119-0.830.00.11257.140.00.06160.00.00.04157.140.04.84-2.420.019.8828.510.01.91166.090.01.85183.710.00.09164.290.00.13262.50.02.68254.910.01.85183.710.0--0.00
20Q1 (2)1200.00.0-0.0797.110.0-0.1064.290.0-0.0797.070.04.963.120.015.472.590.0-2.8977.610.0-2.2196.30.0-0.1477.420.0-0.0897.240.0-1.7397.340.0-2.2196.30.0--0.00
19Q4 (1)1200.00.0-2.420.00.0-0.280.00.0-2.390.00.04.810.00.015.080.00.0-12.910.00.0-59.670.00.0-0.620.00.0-2.90.00.0-65.040.00.0-59.670.00.0--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)
2024/102.11-8.6724.7720.9528.66.69N/A-
2024/92.322.3227.6118.8329.046.750.46-
2024/82.264.0527.2916.5229.256.70.46-
2024/72.17-4.0925.5814.2629.566.760.46-
2024/62.27-2.1152.9312.0830.316.690.45本月較去年同月份增加百分比達52.94%,主係因照明與車用成品終端客戶需求提升。
2024/52.3210.1448.249.8126.06.140.49-
2024/42.122.3621.417.520.425.480.54-
2024/31.723.6510.655.3920.045.390.61-
2024/21.66-17.8217.043.6825.05.430.61-
2024/12.0215.332.42.0232.45.640.58-
2023/121.75-6.5223.8519.918.165.320.62-
2023/111.8710.4919.0318.166.855.380.61-
2023/101.69-6.5917.3516.295.615.290.62-
2023/91.812.0718.7414.594.45.320.58-
2023/81.782.6414.9812.782.644.990.62-
2023/71.7316.7917.6811.00.894.780.65-
2023/61.48-5.12-8.169.27-1.724.780.62-
2023/51.56-9.781.387.79-0.394.850.61-
2023/41.7311.5112.856.23-0.824.70.63-
2023/31.559.64-4.844.49-5.254.490.71-
2023/21.42-7.045.022.94-5.474.350.73-
2023/11.527.86-13.511.52-13.514.510.71-
2022/121.41-10.16-16.2818.41-12.524.430.67-
2022/111.578.94-8.7816.99-12.194.540.66-
2022/101.44-5.49-8.0315.42-12.534.520.66-
2022/91.53-1.16-13.9813.98-12.974.540.65-
2022/81.555.065.2912.45-12.844.630.64-
2022/71.47-8.86-8.6310.9-14.924.630.64-
2022/61.614.74-10.659.43-15.824.690.61-
2022/51.540.42-20.967.82-16.814.710.6-
2022/41.53-5.97-24.576.28-15.734.520.63-
2022/31.6321.01-14.994.74-12.414.740.64-
2022/21.35-23.45-6.913.11-10.994.80.63-
2022/11.764.4-13.881.76-13.885.170.59-
2021/121.69-2.1121.7821.0410.684.980.63-
2021/111.729.836.6119.369.815.070.62-
2021/101.57-11.6110.7917.6310.134.810.66-
2021/91.7820.99-2.1716.0610.074.850.62-
2021/81.47-8.83-5.1114.2911.814.890.62-
2021/71.61-10.8813.2612.8214.145.370.56-
2021/61.81-7.3417.3811.2114.265.790.48-
2021/51.95-4.1538.249.413.685.910.47-
2021/42.035.967.477.458.635.40.52-
2021/31.9232.52-26.415.429.075.420.48-
2021/21.45-29.1937.593.548.394.880.53-
2021/12.0547.6457.122.0557.125.050.51本月營收較去年同期增加,主要係因客戶需求提升及去年同期適逢農曆新年假期,出貨天數減少所致。
2020/121.39-14.3-21.2919.01-16.424.420.6-
2020/111.6214.14-1.6917.63-16.024.850.55-
2020/101.42-21.96-8.9816.01-17.234.780.56-
2020/91.8217.376.9614.59-17.964.780.45-
2020/81.558.81-19.5812.78-20.594.510.48-
2020/71.42-7.64-17.311.23-20.724.370.5-
2020/61.549.12-21.289.81-21.24.840.5-
2020/51.41-25.48-29.098.27-21.185.910.41-
2020/41.89-27.44-8.326.86-19.335.560.43-
2020/32.61147.833.224.96-22.864.960.66-
2020/21.05-19.14-43.222.36-47.394.120.79-
2020/11.3-26.04-50.341.3-50.344.710.69本月營收較去年同期減少,主要係因本月適逢農曆新年假期,客戶拉貨動能減緩,去年新年假期為2月所致。
2019/121.767.041.6822.75-13.280.0N/A-
2019/111.655.68-11.1720.99-14.340.0N/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)1363.820.3584.210.33135.7119.918.0925.682.272.401.692.2421.740.489.090.49-3.920.4884.62
2022 (9)1318.260.19-80.00.14-84.6218.42-12.5425.113.632.36-66.91.84-69.690.44-70.670.51-64.340.26-78.33
2021 (8)1211.680.95171.430.919000.021.0610.7824.2326.077.133465.06.07250.871.53650.01.43225.01.2185.71
2020 (7)119-0.830.3500.01019.01-15.8819.229.580.2001.7300.0400.4400.420
2019 (6)120-1.64-2.390-0.39022.6-13.5417.542.69-2.540-12.290-0.570-2.890-2.860
2018 (5)122-0.810.3000.01026.141.0817.0832.510.8101.6900.2100.5600.370
2017 (4)1230.82-1.550-0.48025.86-22.4412.89-0.69-2.750-7.800-0.710-1.940-1.90
2016 (3)122-3.94-0.710-0.06033.34-2.012.984.680.150-2.5500.050-0.730-0.870
2015 (2)1270.0-1.070-0.44034.0215.4412.40-2.75-1.710-4.360-0.580-1.330-1.360
2014 (1)12711.4-0.340-0.62029.477.7112.750-3.600-1.760-1.060-0.620-0.430

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