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)290.00.0-0.43-377.78-290.91-0.59-180.95-145.83-0.67-168.0-737.50.6-20.0-33.33-15.15-427.92-665.3-28.99-280.95-263.28-20.65-514.58-488.32-0.17-183.33-142.86-0.12-300.0-300.0-21.25-475.88-574.6-20.65-514.58-488.32-7.19-167.01-71.35
24Q2 (19)290.00.0-0.0943.75-200.0-0.2138.24-110.0-0.25-56.25-1350.00.755.63-22.684.62477.5-34.28-7.6144.25-137.81-3.3648.94-221.74-0.0640.0-100.0-0.0340.0-200.0-3.6940.19-228.57-3.3648.94-221.74-3.3639.88-30.88
24Q1 (18)290.00.0-0.1636.0-128.57-0.34-100.0-385.71-0.1652.94-128.570.71-12.35-29.70.80-81.94-90.84-13.65-105.26-645.9-6.5828.09-237.44-0.1-100.0-400.0-0.0528.57-150.0-6.1736.46-206.97-6.5828.09-237.44-11.18-45.63-35.41
23Q4 (17)290.00.0-0.25-127.2759.02-0.1729.1762.22-0.34-325.063.830.81-10.06.584.4365.3186.86-6.6516.6765.38-9.15-160.6861.26-0.0528.5766.67-0.07-133.3361.11-9.71-208.2561.71-9.15-160.6861.26-8.61-174.75-55.41
23Q3 (16)290.00.0-0.11-222.22-57.14-0.24-140.022.58-0.08-500.075.760.9-7.2225.02.68-61.8870.7-7.98-149.3834.27-3.51-227.17-20.62-0.07-133.3322.22-0.03-200.0-50.0-3.15-209.76-75.98-3.51-227.17-20.62-5.593.17-91.43
23Q2 (15)290.00.00.09228.57800.0-0.10-42.8641.180.02128.57107.690.97-3.96-10.197.03-19.473.84-3.20-74.8625.232.76241.54851.72-0.03-50.040.00.03250.002.87242.79600.02.76241.54851.7214.46158.5420.79
23Q1 (14)290.00.0-0.0788.5274.07-0.0784.4479.41-0.0792.5574.071.0132.89-0.988.73271.18390.45-1.8390.4780.39-1.9591.7474.87-0.0286.6777.78-0.0288.8975.0-2.0192.0773.38-1.9591.7474.8719.23-341.4519.64
22Q4 (13)290.00.0-0.61-771.43-577.78-0.45-45.16-350.0-0.94-184.8524.190.765.56-36.67-5.10-424.84-172.96-19.21-58.24-710.55-23.62-711.68-935.96-0.15-66.67-400.0-0.18-800.0-500.0-25.36-1316.76-1022.12-23.62-711.68-935.96-13.88-785.71-63.75
22Q3 (12)290.00.0-0.07-800.063.16-0.31-82.35-29.17-0.33-26.9271.30.72-33.33-40.01.57-76.81-62.97-12.14-183.64-130.8-2.91-1103.4537.69-0.09-80.0-50.0-0.02066.67-1.79-536.5961.83-2.91-1103.4537.69-13.72-348.15-16.17
22Q2 (11)290.00.00.01103.7102.44-0.1750.069.09-0.263.772.921.085.8822.736.77280.34212.09-4.2854.1376.940.29103.74102.16-0.0544.4468.750100.0100.00.41105.43103.030.29103.74102.16-4.56-48.15-95.00
22Q1 (10)290.00.0-0.27-200.050.91-0.34-240.045.16-0.2778.2350.911.02-15.039.731.78-74.54119.73-9.33-293.6762.0-7.76-240.3564.73-0.09-200.050.0-0.08-166.6750.0-7.55-234.0764.93-7.76-240.3564.73-7.50-73.69-90.84
21Q4 (9)290.00.0-0.0952.6375.0-0.1058.3380.77-1.24-7.83-10.711.20.064.386.9964.86246.54-2.3754.9488.13-2.2851.1884.29-0.0350.080.0-0.0350.072.73-2.2651.8184.37-2.2851.1884.2918.1853.1457.34
21Q3 (8)290.00.0-0.1953.6664.81-0.2456.3666.67-1.15-19.79-53.331.236.3681.824.24170.2138.51-5.2671.6683.26-4.6765.2580.46-0.0662.571.43-0.0650.062.5-4.6965.2880.05-4.6765.2580.4628.4539.5533.83
21Q2 (7)290.00.0-0.4125.45-720.0-0.5511.29-96.43-0.96-74.55-357.140.8820.551.15-6.0433.04-211.85-18.5624.4-93.74-13.4438.91-784.21-0.1611.11-100.0-0.1225.0-1100.0-13.5137.25-607.33-13.4438.91-784.2110.28-13.67-3.97
21Q1 (6)290.00.0-0.55-52.78-223.53-0.62-19.23-342.86-0.5550.89-223.530.730.0-27.0-9.02-89.1-210.27-24.55-23.0-504.68-22.00-51.62-351.75-0.18-20.0-350.0-0.16-45.45-220.0-21.53-48.89-292.17-22.00-51.62-351.755.30-9.734.28
20Q4 (5)290.00.0-0.3633.33-5.88-0.5227.78-205.88-1.12-49.33-386.960.7310.61-10.98-4.7756.68-154.14-19.9636.47-210.42-14.5139.29-19.62-0.1528.57-200.0-0.1131.25-10.0-14.4638.49-18.72-14.5139.29-19.62--0.00
20Q3 (4)290.00.0-0.54-980.00.0-0.72-157.140.0-0.75-257.140.00.66-24.140.0-11.01-303.890.0-31.42-227.970.0-23.90-1472.370.0-0.21-162.50.0-0.16-1500.00.0-23.51-1130.890.0-23.90-1472.370.0--0.00
20Q2 (3)290.00.0-0.0570.590.0-0.28-100.00.0-0.21-23.530.00.87-13.00.05.40-33.990.0-9.58-135.960.0-1.5268.790.0-0.08-100.00.0-0.0180.00.0-1.9165.210.0-1.5268.790.0--0.00
20Q1 (2)290.00.0-0.1750.00.0-0.1417.650.0-0.1726.090.01.021.950.08.18-7.150.0-4.0636.860.0-4.8759.850.0-0.0420.00.0-0.0550.00.0-5.4954.930.0-4.8759.850.0--0.00
19Q4 (1)290.00.0-0.340.00.0-0.170.00.0-0.230.00.00.820.00.08.810.00.0-6.430.00.0-12.130.00.0-0.050.00.0-0.10.00.0-12.180.00.0-12.130.00.0--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)
2024/110.217.51-19.442.46-28.590.61N/A-
2024/100.19-7.77-38.12.25-29.320.59N/A-
2024/90.219.24-36.832.06-28.380.60.65-
2024/80.19-6.3-45.161.85-27.280.620.63-
2024/70.2-10.09-7.511.66-24.460.710.55-
2024/60.23-18.46-26.281.46-26.340.750.56-
2024/50.2811.38-10.681.23-26.360.80.53-
2024/40.25-7.6-29.570.96-29.920.710.59-
2024/30.2737.87-26.510.71-30.050.710.61-
2024/20.2-19.36-31.170.44-32.060.680.63-
2024/10.24-0.12-32.760.24-32.760.740.58-
2023/120.24-5.2316.873.693.160.810.53-
2023/110.26-17.38-9.223.442.320.90.48-
2023/100.31-5.8715.543.193.370.990.44-
2023/90.33-5.1659.822.882.220.90.52電容產品需求增加
2023/80.3558.0228.522.55-2.320.870.54-
2023/70.22-28.34-11.242.2-5.890.840.56-
2023/60.31-1.21-27.351.98-5.250.970.47-
2023/50.31-12.1618.261.670.321.030.45-
2023/40.35-3.6-9.491.36-3.011.00.46-
2023/30.3729.13-5.051.01-0.531.010.5-
2023/20.28-21.22-1.750.642.240.850.6-
2023/10.3673.625.620.365.620.850.6-
2022/120.21-26.4-29.963.57-10.880.760.8-
2022/110.285.15-35.253.37-9.360.760.81-
2022/100.2730.18-42.333.08-5.920.740.82-
2022/90.21-23.73-57.092.820.090.720.87缺料及美國升息造成客戶需求下滑
2022/80.279.12-27.122.6111.870.940.67-
2022/70.25-41.34-28.962.3419.230.930.68-
2022/60.4260.8239.392.0929.651.080.55-
2022/50.26-32.78-15.31.6727.41.040.57-
2022/40.391.1245.881.4140.631.070.55-
2022/30.3933.6140.71.0238.711.020.64-
2022/20.29-15.356.130.6337.520.930.7因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2022/10.3415.124.910.3424.911.070.61-
2021/120.3-31.9568.774.0122.751.20.48因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/110.44-6.3570.643.7120.131.380.41因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/100.47-3.1253.763.2815.581.320.43因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/90.4829.52209.992.8111.021.20.44因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/80.376.3647.742.33-1.931.020.52-
2021/70.3515.135.991.96-7.780.960.55-
2021/60.3-2.28-1.241.61-13.780.880.53-
2021/50.3115.7818.141.31-16.240.850.55-
2021/40.27-2.46-12.531.0-23.170.730.65-
2021/30.2748.26-13.870.73-26.440.730.63-
2021/20.19-32.23-33.140.46-32.350.630.73-
2021/10.2755.52-31.80.27-31.80.70.65-
2020/120.18-31.19-18.453.27-25.610.730.56-
2020/110.26-15.61-15.013.09-25.980.710.58-
2020/100.395.30.662.84-26.830.710.58-
2020/90.15-38.26-55.762.53-29.150.660.68因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
2020/80.25-2.09-24.522.38-26.260.810.55-
2020/70.26-16.41-36.12.13-26.460.830.55-
2020/60.3116.9-13.951.87-24.90.870.55-
2020/50.26-14.28-25.691.56-26.730.890.54-
2020/40.31-3.95-14.111.3-26.940.90.53-
2020/30.3215.07-13.941.0-30.141.00.39-
2020/20.28-30.87-31.550.68-35.820.890.44-
2020/10.485.95-38.480.4-38.480.0N/A-
2019/120.22-28.29-59.964.39-44.480.0N/A因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
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)290.0-0.340-0.6203.693.365.87229.78-4.740-2.670-0.170-0.10-0.10
2022 (9)290.0-0.940-1.3103.57-10.971.78368.42-10.480-7.720-0.370-0.280-0.280
2021 (8)290.0-1.240-1.4804.0122.630.38-40.62-10.840-9.050-0.430-0.360-0.360
2020 (7)290.0-1.120-1.6603.27-25.510.64-93.88-14.650-9.990-0.480-0.330-0.330
2019 (6)290.0-0.230-0.4104.39-44.510.46-45.12-3.050-1.550-0.130-0.080-0.070
2018 (5)29-14.712.54-16.992.03-49.637.91-11.0219.06-23.489.58-38.719.35-20.020.76-45.320.9-28.570.74-28.85
2017 (4)34-5.563.06-38.184.03-35.838.89-4.7224.91-23.8515.63-33.3211.69-39.051.39-36.531.26-41.671.04-41.9
2016 (3)36-36.844.9546.886.28-8.059.33-4.532.71-1.0323.44-4.4419.18-3.332.19-8.752.16-8.471.79-7.73
2015 (2)57-1.723.37-13.146.83-10.019.77-16.2133.057.8324.537.0219.840.662.4-10.112.36-14.81.94-15.65
2014 (1)581.753.88130.957.59159.0411.6630.2830.65022.92019.7102.67154.292.77138.792.3139.58

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