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)390.00.00.42147.06162.50.491533.33333.330.76117.1446.152.0328.4836.2426.9410.6837.89.78340.54342.687.9991.6189.340.2566.67433.330.16128.57166.678.3938.4553.947.9991.6189.3423.2070.75828.20
24Q2 (19)390.00.00.17-5.56-50.00.03123.080.00.3594.44-2.781.5817.91-1.8624.348.716.662.22192.5117.654.17-18.71-49.020.03200.050.00.070.0-46.156.06-8.6-27.64.17-18.71-49.0210.8980.55-105.12
24Q1 (18)390.00.00.18166.67800.0-0.13-333.33-533.330.18-28.0800.01.343.88-22.0922.399.716.8-2.400.0-805.885.13163.181121.43-0.030.0-400.00.07170.0600.06.63169.131150.945.13163.181121.43-4.77-51.04-123.81
23Q4 (17)390.00.0-0.27-268.75-222.73-0.0385.71-105.880.25-51.92-87.861.29-13.42-45.820.414.4-22.98-2.4040.45-124.39-8.12-292.42-320.65-0.0350.0-113.04-0.1-266.67-211.11-9.59-275.96-279.25-8.12-292.42-320.65-10.44-160.84-357.14
23Q3 (16)390.00.00.16-52.94-85.71-0.21-800.0-132.810.5244.44-71.581.49-7.45-53.5819.55-14.33-26.94-4.03-495.1-129.814.22-48.41-68.95-0.06-400.0-113.950.06-53.85-86.365.45-34.89-71.924.22-48.41-68.95-6.93773.53-400.00
23Q2 (15)390.00.00.341600.0-38.180.030.0-90.320.361700.0-50.01.61-6.4-36.3622.8219.04-2.981.02200.0-87.428.181847.62-3.650.02100.0-90.480.131200.0-40.918.371479.25-30.088.181847.62-3.65-17.07754.54-47.06
23Q1 (14)390.00.00.02-90.91-88.240.03-94.12200.00.02-99.03-88.241.72-27.73-26.519.17-27.6611.650.34-96.54-71.430.42-88.59-84.780.01-95.65-66.670.01-88.89-83.330.53-90.09-86.880.42-88.59-84.78-26.80-85.63-57.22
22Q4 (13)390.08.330.22-80.36-56.860.51-20.314.082.0612.57-1.92.38-25.86-13.7726.50-0.9713.699.84-27.224.353.68-72.92-45.240.23-46.51-11.540.09-79.55-52.635.35-72.44-42.413.68-72.92-45.240.5111.6443.07
22Q3 (12)390.05.411.12103.6467.160.64106.450.01.83154.1712.273.2126.8818.8926.7613.78-6.413.5266.713.6813.5960.0749.340.43104.7622.860.44100.076.019.4162.1647.9413.5960.0749.3417.50163.59619.89
22Q2 (11)390.011.430.55223.53-1.790.311133.33-51.560.72323.53-25.02.538.12-7.6623.5236.98-13.318.11581.51-29.68.49207.6117.590.21600.0-34.380.22266.6710.011.97196.2922.028.49207.6117.59-3.5578.43513.61
22Q1 (10)398.3311.430.17-66.67-56.41-0.03-106.12-109.680.17-91.9-56.412.34-15.22-4.4917.17-26.34-25.251.19-87.38-83.792.76-58.93-50.980.03-88.46-83.330.06-68.42-57.144.04-56.51-51.672.76-58.93-50.98-6.50-45.27-64.78
21Q4 (9)36-2.75.880.51-23.8854.550.49-23.4411.362.1028.8364.062.762.226.5623.31-18.47-4.239.43-27.68-1.876.72-26.1556.280.26-25.714.00.19-24.072.739.29-29.1928.146.72-26.1556.280.38-2.12-11.72
21Q3 (8)375.715.710.6719.6434.00.640.025.491.6369.7969.792.7-1.4614.8928.595.38-2.7913.0413.199.39.1026.0421.170.359.3825.00.2525.038.8913.1233.7420.049.1026.0421.175.1931.6253.23
21Q2 (7)350.00.00.5643.5960.00.64106.4577.780.96146.15118.182.7411.8442.7127.1318.11-8.5911.5256.959.617.2228.2412.810.3277.7860.00.242.8666.679.8117.342.087.2228.2412.813.2130.8938.45
21Q1 (6)352.949.380.3918.18387.50.31-29.551133.330.39-69.53387.52.45-5.4168.9722.97-5.63-10.17.34-23.62379.745.6330.93235.120.18-28.0800.00.1427.27600.08.3615.31154.15.6330.93235.122.40-7.91-21.64
20Q4 (5)34-2.869.680.33-34.032.00.44-13.7369.231.2833.3321.92.5910.2143.8924.34-17.24-10.059.61-19.4531.114.30-42.740.940.25-10.7192.310.11-38.8937.57.25-33.6717.124.30-42.740.94--0.00
20Q3 (4)350.00.00.5042.860.00.5141.670.00.96118.180.02.3522.40.029.41-0.910.011.9313.510.07.5117.340.00.2840.00.00.1850.00.010.9313.740.07.5117.340.0--0.00
20Q2 (3)359.380.00.35337.50.00.361300.00.00.44450.00.01.9232.410.029.6816.160.010.51586.930.06.40280.950.00.2900.00.00.12500.00.09.61192.10.06.40280.950.0--0.00
20Q1 (2)323.230.00.08-68.00.0-0.03-111.540.00.08-92.380.01.45-19.440.025.55-5.580.01.53-79.130.01.68-60.560.00.02-84.620.00.02-75.00.03.29-46.850.01.68-60.560.0--0.00
19Q4 (1)310.00.00.250.00.00.260.00.01.050.00.01.80.00.027.060.00.07.330.00.04.260.00.00.130.00.00.080.00.06.190.00.04.260.00.0--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)
2024/100.798.31103.145.7410.162.2N/A客戶訂單增加
2024/90.738.261.424.952.632.030.55客戶訂單增加
2024/80.688.3636.344.22-3.461.820.61-
2024/70.6220.5315.793.54-8.551.650.67-
2024/60.521.18-7.02.92-12.491.580.58-
2024/50.51-6.463.472.4-13.591.550.59-
2024/40.5511.71-2.651.89-17.291.420.64-
2024/30.4929.57-28.941.34-22.071.340.68-
2024/20.38-20.19-34.510.85-17.481.330.68-
2024/10.47-1.184.110.474.111.370.66-
2023/120.4814.51-33.986.11-41.581.290.69-
2023/110.427.25-31.655.63-42.141.260.71-
2023/100.39-13.92-62.535.21-42.851.340.66客戶訂單減少及延遲出貨
2023/90.45-8.61-58.034.82-40.311.490.65客戶訂單減少及延遲出貨
2023/80.5-7.96-54.834.37-37.571.590.61客戶訂單減少及延遲出貨
2023/70.54-3.19-47.733.87-34.361.590.61-
2023/60.5612.58-44.283.34-31.531.610.69-
2023/50.49-12.0-44.922.78-28.241.750.64-
2023/40.56-18.44-11.342.28-23.21.830.61-
2023/30.6919.42-21.861.72-26.421.720.7-
2023/20.5826.87-19.121.03-29.181.760.69-
2023/10.45-37.34-38.830.45-38.831.790.67-
2022/120.7318.57-22.5510.46-1.722.380.58-
2022/110.61-41.21-34.719.740.282.730.5-
2022/101.04-3.5917.119.124.033.220.43-
2022/91.08-1.6234.448.082.523.210.59-
2022/81.16.4926.547.0-1.13.130.61-
2022/71.033.180.665.9-4.962.930.65-
2022/61.011.295.484.87-6.072.530.71-
2022/50.941.65-0.323.87-8.662.410.75-
2022/40.63-28.12-28.772.97-10.912.230.81-
2022/30.8823.6-5.932.34-4.412.340.66-
2022/20.71-4.0415.71.46-3.472.40.64-
2022/10.74-20.67-16.720.74-16.722.620.59-
2021/120.94-0.04-7.4310.6528.232.770.44-
2021/110.945.4521.439.7133.192.630.46-
2021/100.8910.6710.898.7734.582.560.48-
2021/90.8-7.46.077.8837.952.70.46-
2021/80.87-15.285.067.0842.832.840.44-
2021/71.028.1334.636.2150.382.870.43主要客戶訂單需求增加
2021/60.955.1537.885.1953.942.740.46主要為客戶訂單需求增加
2021/50.91.2252.04.2458.062.730.46主要客戶訂單需求增加
2021/40.89-5.0738.893.3459.782.450.51主要客戶訂單需求增加
2021/30.9452.0250.792.4569.022.450.44主要客戶訂單需求增加
2021/20.62-30.9376.021.5182.742.520.43主要客戶訂單需求增加
2021/10.89-11.8387.690.8987.692.680.4主要客戶訂單需求增加
2020/121.0131.1274.258.36.662.590.35主要為客戶訂單需求增加
2020/110.77-3.6927.717.291.212.330.39-
2020/100.85.8632.916.52-1.212.390.38-
2020/90.76-8.2814.545.71-4.652.350.42-
2020/80.838.5522.024.96-7.032.270.44-
2020/70.7610.7415.684.13-11.262.040.48-
2020/60.6915.925.943.37-15.71.920.5-
2020/50.59-7.58.422.68-19.891.860.52-
2020/40.643.0617.272.09-25.421.610.6-
2020/30.6277.46-4.721.45-35.771.450.51-
2020/20.35-26.35-42.310.83-48.421.410.53-
2020/10.48-18.14-52.150.48-52.151.660.451.去年同期有太陽能儲能車訂單出貨,本期則無2.因109年1月逢農曆春節及受中美貿易戰影響,部分客戶延後出貨
2019/120.58-3.89-10.927.78-1.70.0N/A-
2019/110.60.221.937.2-0.870.0N/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)390.00.25-86.91-0.1806.11-41.5920.49-13.8-1.1201.59-79.3-0.0700.1-91.30.1-87.5
2022 (9)398.331.91-5.451.41-30.5410.46-1.7823.77-6.978.62-17.127.686.670.9-18.921.156.480.83.9
2021 (8)365.882.0259.062.0354.9610.6528.3125.55-6.1410.4014.797.2037.41.1148.01.0858.820.7779.07
2020 (7)349.681.2720.951.31142.598.36.6827.221.729.0697.395.2427.180.75108.330.6844.680.4334.38
2019 (6)313.331.05-30.00.54-29.877.78-0.5126.76-2.124.59-35.264.12-29.810.36-34.550.47-33.80.32-30.43
2018 (5)30-3.231.502900.00.7787.87.8219.9427.349.327.0939.295.872568.180.5566.670.71294.440.464500.0
2017 (4)310.00.05-85.290.417.896.52-7.6525.014.035.09-0.970.22-85.430.33-8.330.18-45.450.01-90.91
2016 (3)310.00.34-60.00.3835.717.06-2.3524.041.395.1415.511.51-58.740.3612.50.33-31.250.11-59.26
2015 (2)310.00.8539.340.2886.677.23-7.6623.714.274.458.83.6649.390.320.00.486.670.2742.11
2014 (1)310.00.6124.490.15-34.787.83-14.9822.7404.0902.4500.32128.570.45125.00.1926.67

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