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)941.081.08-0.88-576.92-576.92-0.78-95.0-3800.0-1.17-317.86-72.062.2513.64-12.11-13.36-951.97-222.23-34.41-86.0-1936.09-36.53-482.62-694.13-0.78-110.81-1850.0-0.82-583.33-583.33-38.28-593.48-564.58-36.53-482.62-694.136.57-281.79-54.64
24Q2 (19)930.00.0-0.1313.3353.57-0.40-14.29-90.48-0.28-86.6750.01.98-0.54.76-1.27-234.21-132.65-18.50-11.51-63.72-6.279.6554.7-0.37-12.12-76.19-0.1214.2953.85-5.5221.2661.53-6.279.6554.7-6.80-50.48-1807.14
24Q1 (18)930.00.0-0.15-114.2946.43-0.35-3600.0-75.0-0.1580.046.431.99-13.1-3.4-0.38-103.13-106.87-16.59-4146.34-91.79-6.94-153.2844.21-0.33-3400.0-83.33-0.14-133.3346.15-7.01-172.7642.92-6.94-153.2844.21-11.82-34.07-1725.00
23Q4 (17)930.00.0-0.0746.1541.670.01150.0200.0-0.75-10.2925.02.29-10.55-14.5512.1511.162.620.41124.260-2.7440.4332.510.01125.00-0.0650.045.45-2.5755.3833.25-2.7440.4332.5112.4549.86120.24
23Q3 (16)930.00.0-0.1353.57-116.67-0.0290.4833.33-0.68-21.4322.732.5635.45-2.6610.93180.989.96-1.6985.04-144.93-4.6066.76-120.1-0.0480.95-100.0-0.1253.85-100.0-5.7659.86-232.95-4.6066.76-120.113.6026.7942.74
23Q2 (15)930.00.0-0.280.034.88-0.21-5.041.67-0.56-100.031.711.89-8.254.423.89-29.66215.43-11.30-30.6439.57-13.84-11.2537.18-0.21-16.6738.24-0.260.035.0-14.35-16.8634.02-13.84-11.2537.18-15.69-66.67-952.50
23Q1 (14)930.00.0-0.28-133.3328.21-0.20-1900.042.86-0.2872.028.212.06-23.13-2.375.53-53.29270.15-8.65046.04-12.44-206.427.76-0.18047.06-0.26-136.3627.78-12.28-218.9630.11-12.44-206.427.76-10.62-116.67-916.66
22Q4 (13)930.00.0-0.12-100.0-500.0-0.0166.67-133.33-1.00-13.64-5100.02.681.9-21.8711.8419.1111.170.00100.0-100.0-4.06-94.26-634.210100.0-100.0-0.11-83.33-466.67-3.85-122.54-1525.93-4.06-94.26-634.2123.60-6.9879.17
22Q3 (12)930.00.0-0.0686.05-200.0-0.0391.67-127.27-0.88-7.32-8700.02.6345.3-3.669.94394.96-0.5-0.6996.31-207.81-2.0990.5131.92-0.0294.12-200.0-0.0685.0-500.0-1.7392.0549.56-2.0990.5131.9215.5437.8944.41
22Q2 (11)930.00.0-0.43-10.260-0.36-2.86-427.27-0.82-110.2601.81-14.22-34.66-3.37-3.69-568.06-18.70-16.66-95.81-22.03-27.93-69.59-0.340.0-30.77-0.4-11.110-21.75-23.79-64.4-22.03-27.93-69.59-26.35-705.13-634.76
22Q1 (10)930.00.0-0.39-1400.00-0.35-1266.67-3600.0-0.39-2050.002.11-38.48-33.86-3.25-130.52-128.74-16.03-5627.59-1435.83-17.22-2365.79-2279.75-0.34-3500.0-950.0-0.36-1300.00-17.57-6607.41-2324.05-17.22-2365.79-2279.75-6.42-575.00-669.70
21Q4 (9)930.010.710.03250.0-96.00.03-72.730.00.02300.0-97.783.4325.64-4.1910.656.61-27.350.29-54.69-89.490.76124.76-95.790.01-50.0-90.00.03400.0-95.240.27107.87-98.610.76124.76-95.7912.10125.00-36.37
21Q3 (8)930.012.05-0.020-111.110.110.0-67.65-0.010-107.142.73-1.44-43.949.991287.5-5.40.64106.7-69.52-3.0776.37-143.650.02107.69-80.0-0.010-106.67-3.4374.07-165.89-3.0776.37-143.65-7.300.00500.00
21Q2 (7)930.016.250.000-100.00.111000.0-15.380.000100.02.77-13.1761.990.72-93.63-96.51-9.55-895.83-234.7-12.99-1744.3-333.21-0.26-750.0-316.6700-100.0-13.23-1774.68-315.47-12.99-1744.3-333.21-12.03-50.00466.67
21Q1 (6)9310.7112.050.00-100.0100.00.01-66.67120.00.00-100.0100.03.19-10.89209.7111.31-22.85-3.831.20-56.52124.140.79-95.62106.370.04-60.0180.00-100.0100.00.79-95.92106.080.79-95.62106.37-18.69108.34-78.93
20Q4 (5)841.223.530.75316.67568.750.03-91.18130.00.90542.86134.753.58-26.49261.6214.6638.837.162.7631.43131.6218.041531.75267.040.10.0211.110.63320.0672.7319.381602.33284.5718.041531.75267.04--0.00
20Q3 (4)833.750.00.1850.00.00.34161.540.00.14450.00.04.87184.80.010.56-48.790.02.10-70.380.0-1.26-122.620.00.1-16.670.00.1550.00.0-1.29-121.010.0-1.26-122.620.0--0.00
20Q2 (3)80-3.610.00.12180.00.00.13360.00.0-0.0473.330.01.7166.020.020.6275.340.07.09242.660.05.57144.920.00.12340.00.00.1176.920.06.14147.230.05.57144.920.0--0.00
20Q1 (2)8322.060.0-0.156.250.0-0.0550.00.0-0.1594.210.01.034.040.011.76-14.040.0-4.9743.070.0-12.40-14.810.0-0.0544.440.0-0.13-18.180.0-13.00-23.810.0-12.40-14.810.0--0.00
19Q4 (1)680.00.0-0.160.00.0-0.100.00.0-2.590.00.00.990.00.013.680.00.0-8.730.00.0-10.800.00.0-0.090.00.0-0.110.00.0-10.500.00.0-10.800.00.0--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)
2024/100.8710.914.427.09-3.322.37N/A-
2024/90.788.63-19.226.22-4.312.250.47-
2024/80.72-3.78-15.885.44-1.692.070.51-
2024/70.7510.872.644.720.892.030.52-
2024/60.6-12.257.463.9-1.331.90.56-
2024/50.6810.957.953.3-2.782.110.5-
2024/40.62-25.84-11.172.61-5.251.820.58-
2024/30.81101.74-3.441.97-4.481.970.48-
2024/20.4-47.61-35.061.16-5.181.890.5-
2024/10.764.3624.930.7624.932.280.42-
2023/120.73-6.57-0.528.85-4.22.350.38-
2023/110.78-5.92-21.248.12-4.522.430.37-
2023/100.83-14.2-12.677.34-2.312.50.36-
2023/90.81-5.29-14.866.35-3.212.40.38-
2023/80.8617.41-14.315.54-1.232.150.42-
2023/70.7330.657.614.681.61.920.47-
2023/60.56-11.85-17.343.950.561.890.45-
2023/50.63-8.71-16.043.394.292.160.39-
2023/40.69-16.8782.192.7610.442.140.4主係去年受疫情影響,客戶庫存管理減少採購量,以致去年同期數較低,本期變動較大。
2023/30.8435.6713.382.06-2.482.060.45-
2023/20.620.7832.481.23-10.971.960.47-
2023/10.61-16.89-33.090.61-33.092.340.4-
2022/120.73-26.03-39.699.24-23.762.680.4-
2022/110.994.3-4.688.5-21.982.90.37-
2022/100.95-0.08-18.687.51-23.812.910.36-
2022/90.95-4.67-6.296.56-24.52.630.4-
2022/81.047.4720.685.6-26.912.350.45-
2022/70.680.34-23.014.6-32.682.110.5-
2022/60.68-10.46-19.163.93-34.111.810.54-
2022/50.7598.11-15.553.25-36.551.870.52-
2022/40.38-48.26-63.262.5-40.991.580.62主係受疫情影響,客戶庫存管理減少採購量。
2022/30.7458.53-31.42.11-33.752.110.52-
2022/20.46-49.1-53.481.38-34.942.60.42本月營收較去年同期降低,主係受疫情及塞港影響所致。
2022/10.91-25.09-18.390.91-18.393.170.34-
2021/121.2216.885.6912.128.293.430.32-
2021/111.04-11.01-5.5610.98.593.230.34-
2021/101.1715.14-11.59.8610.343.020.36新增合併子公司蘇州瑞登科技有限公司,故重編去年同期之營收。
2021/91.0222.77-11.138.6914.152.730.36-
2021/80.83-5.92-17.487.6718.622.550.39-
2021/70.885.35-8.786.8425.272.610.38-
2021/60.84-6.46-8.245.9632.592.770.34-
2021/50.89-13.82-5.125.1242.983.010.31-
2021/41.04-3.3816.634.2360.153.110.3公司接單狀況良好。
2021/31.077.4931.073.1982.253.190.4公司接單狀況良好
2021/21.0-10.69267.452.12127.262.80.45公司接單狀況良好
2021/11.1263.6669.511.1269.512.480.511月份營收增加,主要係開工天數正常(去年適逢農曆春節假期),以及客戶於農曆年前增加備貨所致。
2020/120.680.9116.526.933.542.060.62去年營收不佳,主係適逢客戶新舊機種交替之空窗期,加上今年度網通產品訂單增加所致。
2020/110.68-2.81114.466.2128.142.090.61去年營收不佳,主係適逢客戶新舊機種交替之空窗期,加上今年度網通產品訂單增加所致。
2020/100.7-1.9691.835.5422.132.10.61去年營收不佳,主係適逢客戶新舊機種交替之空窗期,加上今年度網通產品訂單增加所致。
2020/90.713.38121.214.8416.062.10.61去年營收不佳,主係適逢客戶新舊機種交替之空窗期,加上今年度網通產品訂單增加所致。
2020/80.69-1.56140.374.137.281.950.65去年營收不佳,主係適逢客戶新舊機種交替之空窗期。
2020/70.722.89129.643.44-3.41.830.69去年營收不佳,主係適逢客戶新舊機種交替之空窗期。
2020/60.570.8-4.362.74-15.821.70.35-
2020/50.56-1.44-6.292.17-18.371.620.36-
2020/40.5717.735.681.61-21.891.320.45-
2020/30.4988.49-38.051.04-31.711.040.56-
2020/20.26-12.6520.30.55-24.950.870.67-
2020/10.3-6.49-43.510.3-43.510.930.63因受中美貿易戰影響,及本月適逢農曆春節假期導致實際營業日減少所致。
2019/120.32-0.05-10.85.17-37.020.0N/A-
2019/110.32-13.06-62.254.85-38.20.0N/A係因適逄主要客戶新舊機種交替之空窗期
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)930.0-0.750-0.4308.8-4.768.4774.28-4.840-7.930-0.430-0.730-0.70
2022 (9)930.0-1.000-0.7609.24-23.764.86-42.21-7.530-10.030-0.70-0.910-0.930
2021 (8)9310.710.02-97.780.27-40.012.128.318.41-37.8-1.640-3.240-0.20-0.4300.02-97.33
2020 (7)8423.530.9000.45011.19116.4413.5202.4204.9400.2700.600.750
2019 (6)687.94-2.590-1.5605.17-36.95-6.280-27.290-34.260-1.410-1.710-1.770
2018 (5)63-44.25-2.320-1.1408.2-3.539.29-38.8-7.860-17.860-0.640-1.050-1.470
2017 (4)1130.00.0200.1208.523.3715.1875.291.3100.2500.1100.0300.020
2016 (3)1130.0-1.440-1.2906.893.618.660-11.340-23.590-0.780-1.20-1.630
2015 (2)1130.0-1.870-1.8206.65622.83-4.860-26.980-31.740-1.790-2.190-2.110
2014 (1)1130.0-1.830-2.3400.92-58.93-117.270-226.310-224.610-2.080-1.950-2.070

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