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)79-3.66-3.66-0.0968.97-12.5-0.23-53.330.0-0.39-30.0-18.180.111.11-23.0813.11-54.3-16.39-226.354.36-40.22-104.7765.02-61.48-0.220.0-4.76-0.0770.83-16.67-115.2768.09-70.67-104.7765.02-61.4811.80-1365.52-14.16
24Q2 (19)820.00.0-0.29-2800.0-222.22-0.1525.0-15.38-0.30-2900.0-20.00.0912.5-60.8728.690.9988.75-236.68-5.33-274.55-299.53-811.26-487.54-0.22-29.41-46.67-0.24-2300.0-200.0-361.21-1222.14-579.73-299.53-811.26-487.54-10.41-1351.85-4.16
24Q1 (18)820.00.0-0.0196.393.75-0.20-33.3316.67-0.0198.3393.750.08-33.33-52.9428.412068.7300.78-224.71-38.42-74.49-32.8784.3664.6-0.1715.022.73-0.0195.4592.31-27.3288.6370.82-32.8784.3664.6-20.51-70.600.73
23Q4 (17)820.00.0-0.27-237.537.21-0.1534.7850.0-0.60-81.82-3.450.12-7.69-47.831.31-91.65-91.13-162.34-0.57-62.5-210.13-223.87-28.16-0.24.7613.04-0.22-266.6737.14-240.35-255.86-63.72-210.13-223.87-28.16-25.58-113.19-21.07
23Q3 (16)820.00.0-0.0811.1111.11-0.23-76.924.17-0.33-32.0-120.00.13-43.48-45.8315.683.16197.15-161.42-155.45-73.33-64.88-27.27-75.92-0.21-40.08.7-0.0625.014.29-67.54-27.1-52.49-64.88-27.27-75.92-4.0927.43-15.55
23Q2 (15)820.00.0-0.0943.750.0-0.1345.837.14-0.25-56.25-316.670.2335.29-43.915.20207.42146.35-63.1950.93-65.38-50.9845.09-113.66-0.1531.826.25-0.0838.46-14.29-53.1443.24-88.71-50.9845.09-113.664.6053.2732.91
23Q1 (14)820.00.0-0.1662.79-900.0-0.2420.0-50.0-0.1672.41-900.00.17-26.09-51.43-14.15-195.8-715.22-128.78-28.91-322.51-92.8543.37-1119.21-0.224.35-100.0-0.1362.86-750.0-93.6336.22-864.33-92.8543.37-1119.21-15.13-157.49-2.50
22Q4 (13)820.01.23-0.43-377.78-616.67-0.30-25.0-130.77-0.58-286.67-262.50.23-4.17-57.4114.77191.51172.01-99.90-7.27-430.82-163.96-344.58-1389.19-0.230.0-130.0-0.35-400.0-600.0-146.81-231.47-1487.14-163.96-344.58-1389.19-22.82-188.89-48.22
22Q3 (12)820.00.0-0.090.0-800.0-0.24-71.43-71.43-0.15-150.0-50.00.24-41.46-56.36-16.14-361.59-371.72-93.13-143.73-318.75-36.88-54.57-978.36-0.23-43.75-91.67-0.070.0-600.0-44.29-57.28-972.4-36.88-54.57-978.36-12.16-275.00-29.47
22Q2 (11)820.01.23-0.09-550.0-125.0-0.1412.5-7.69-0.06-400.033.330.4117.14-14.586.17168.26-44.41-38.21-25.36-58.81-23.86-361.91-182.37-0.16-45.45-45.45-0.07-450.0-133.33-28.16-329.88-178.54-23.86-361.91-182.37-9.02-208.33-5.29
22Q1 (10)821.232.50.02133.33140.0-0.16-23.08-23.080.02112.5140.00.35-35.19-5.412.30-57.64-83.31-30.48-61.9610.839.11182.74161.22-0.11-10.015.380.02140.0150.012.25232.43165.869.11182.74161.22-18.50-183.33-7.97
21Q4 (9)81-1.221.25-0.06-500.0-175.0-0.137.14-62.5-0.16-60.0-23.080.54-1.823.855.43-8.59-72.56-18.8215.38-177.99-11.01-221.93-173.2-0.116.67-150.0-0.05-400.0-171.43-9.25-123.97-148.89-11.01-221.93-173.26.38-212.50-0.28
21Q3 (8)821.232.5-0.0175.0-125.0-0.14-7.69-180.0-0.10-11.1154.550.5514.58-17.915.94-46.49-70.36-22.247.56-367.23-3.4259.53-161.29-0.12-9.09-300.0-0.0166.67-133.33-4.1359.15-165.45-3.4259.53-161.2922.1647.50-3.85
21Q2 (7)811.2512.5-0.0420.066.67-0.130.0-116.67-0.09-80.065.380.4829.73-42.1711.10-19.45119.8-24.0629.61-170.03-8.4543.2124.15-0.1115.38-57.14-0.0325.066.67-10.1145.6525.11-8.4543.2124.150.44-71.25-31.25
21Q1 (6)800.00.0-0.05-162.566.67-0.13-62.527.78-0.0561.5466.670.37-28.85-40.3213.78-30.37251.76-34.18-404.87-26.73-14.88-198.9422.18-0.13-225.023.53-0.04-157.1466.67-18.60-198.3121.35-14.88-198.9422.18-25.62-31.25-61.25
20Q4 (5)800.00.00.08100.00-0.08-60.0-60.0-0.1340.9151.850.52-22.39-52.7319.79-1.25235.99-6.77-42.23-130.2715.04169.53150500.0-0.04-33.33-33.330.07133.33018.92199.846424.1415.04169.53150500.0--0.00
20Q3 (4)8011.110.00.04133.330.0-0.0516.670.0-0.2215.380.00.67-19.280.020.04296.830.0-4.7646.580.05.58150.090.0-0.0357.140.00.03133.330.06.31146.740.05.58150.090.0--0.00
20Q2 (3)72-10.00.0-0.1220.00.0-0.0666.670.0-0.26-73.330.00.8333.870.05.05155.620.0-8.9166.960.0-11.1441.740.0-0.0758.820.0-0.0925.00.0-13.5042.920.0-11.1441.740.0--0.00
20Q1 (2)800.00.0-0.1500.0-0.18-260.00.0-0.1544.440.00.62-43.640.0-9.08-254.160.0-26.97-817.350.0-19.12-191100.00.0-0.17-466.670.0-0.1200.0-23.65-8255.170.0-19.12-191100.00.0--0.00
19Q4 (1)800.00.00.000.00.0-0.050.00.0-0.270.00.01.10.00.05.890.00.0-2.940.00.0-0.010.00.0-0.030.00.000.00.00.290.00.0-0.010.00.0--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)
2024/110.0316.29-37.50.32-49.360.09N/A-
2024/100.02-38.14-37.270.29-50.220.09N/A因客戶訂單減少了
2024/90.0413.965.470.27-51.080.125.47因客戶訂單減少了
2024/80.0314.25-38.840.23-54.940.0926.93因客戶訂單減少了
2024/70.03-10.33-15.40.2-56.80.1123.33因客戶訂單減少了
2024/60.03-32.22-57.290.17-60.050.0927.36因客戶訂單減少了
2024/50.05222.83-40.160.14-60.630.0929.44因客戶訂單減少了
2024/40.01-42.4-84.080.09-66.440.0643.06因客戶訂單減少了
2024/30.0329.43-64.690.08-57.730.0832.54因客戶訂單減少了
2024/20.02-41.6-57.120.05-53.340.0831.01因客戶訂單減少了,及2月春節放假,上班日減少
2024/10.0314.81-50.80.03-50.80.124.16因客戶訂單減少了
2023/120.03-31.95-72.670.65-47.450.1122.7因客戶訂單減少了
2023/110.0416.72-20.280.63-45.120.1121.48-
2023/100.044.01-47.230.58-46.330.1219.67-
2023/90.03-33.92-47.40.55-46.270.1221.13-
2023/80.0558.04-42.170.51-46.190.1615.99-
2023/70.03-54.73-58.870.46-46.620.1913.84深圳工廠的錫球設備修理, 影響接單量
2023/60.07-5.02-40.330.43-45.340.2410.24-
2023/50.08-14.11-2.490.35-46.290.2410.37-
2023/40.0927.75-57.450.27-52.360.2112.01今年錫价比上年錫价下跌60多%.
2023/30.0757.18-47.920.18-49.370.1813.53-
2023/20.05-33.0-39.770.11-50.240.2211.38新年廠放假和錫價比上年2月跌了約35%
2023/10.07-36.21-55.430.07-55.430.2310.98因疫情影響交易
2022/120.1198.47-43.131.24-35.020.2311.39因疫情影響交易
2022/110.05-22.73-62.891.14-34.160.1913.75因疫情影響交易
2022/100.073.66-65.271.09-31.560.2311.44因疫情影響交易
2022/90.07-27.34-68.581.02-26.750.2410.8因疫情影響交易
2022/80.0912.4-44.620.95-19.250.38.71-
2022/70.08-34.34-51.110.86-15.110.289.06因疫情影響交易
2022/60.1255.2-11.580.78-8.040.426.1-
2022/50.08-62.52-49.930.65-7.340.435.93-
2022/40.2156.421.470.575.050.425.99-
2022/30.1481.77-3.310.36-2.680.367.05-
2022/20.07-50.433.440.23-2.30.416.2-
2022/10.15-18.6-4.920.15-4.920.485.32-
2021/120.1929.57.371.92-27.340.534.69-
2021/110.14-27.68-8.631.73-29.770.554.47-
2021/100.2-6.224.31.59-31.210.574.3-
2021/90.2128.062.541.39-34.390.544.3-
2021/80.16-0.76-25.511.18-38.380.474.95-
2021/70.1718.76-29.831.01-40.060.475.01-
2021/60.14-12.11-47.240.85-41.730.474.91-
2021/50.16-9.08-40.840.71-40.50.484.9-
2021/40.1824.49-41.150.55-40.40.396.0-
2021/30.1494.47-54.580.37-40.040.376.21受疫情影響
2021/20.07-54.43252.110.23-25.520.45.72去年2月分疫情影響交易
2021/10.16-8.07-45.20.16-45.20.494.73-
2020/120.1710.19-54.662.64-53.170.524.37係因疫情影響交易
2020/110.16-17.44-57.622.46-53.070.554.11係因疫情影響交易
2020/100.19-7.8-48.592.31-52.720.623.68本月除半導體零組件無交易外,係因疫情影響交易
2020/90.21-6.98-49.22.12-53.060.663.48本月除半導體零組件無交易外,係因疫情影響交易
2020/80.22-6.52-45.881.91-53.440.723.19本月除半導體零組件無交易外,係因疫情影響交易
2020/70.24-10.69-41.971.69-54.280.772.99本月除半導體零組件無交易外,係因疫情影響交易
2020/60.27-1.45-31.761.45-55.810.832.54本月除半導體零組件無交易外,係因疫情影響交易
2020/50.27-9.56-32.141.19-59.030.882.41本月除半導體零組件無交易外,係因疫情影響交易
2020/40.3-3.93-19.150.92-63.30.633.36本季除半導體零組件無交易外,2月份因疫情影響交易
2020/30.311407.93-16.660.62-70.920.623.5本季除半導體零組件無交易外,2月份因疫情影響交易
2020/20.02-92.91-96.870.31-82.370.693.142月份除半導體零組件無交易外,因疫情影響交易
2020/10.29-23.94-73.730.29-73.730.0N/A1月份半導體零組件無交易
2019/120.382.99-80.095.63-63.580.0N/A12月份半導體零組件無交易
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)820.0-0.600-0.7600.65-47.585.12119.74-118.050-94.580-0.770-0.670-0.490
2022 (9)821.23-0.580-0.8601.24-35.752.33-72.81-58.390-43.460-0.720-0.520-0.480
2021 (8)811.25-0.160-0.5201.93-26.898.571.9-24.030-8.980-0.460-0.190-0.130
2020 (7)800.0-0.130-0.3802.64-52.868.41794.68-11.700-3.640-0.310-0.120-0.110
2019 (6)800.0-0.270-0.4305.6-63.820.94-30.88-6.670-3.890-0.370-0.260-0.220
2018 (5)800.0-0.210-0.65015.4834.611.36-30.61-1.640-1.100-0.2500.080-0.170
2017 (4)800.0-0.200-0.28011.5159.591.96-86.4-2.220-1.410-0.260-0.190-0.160
2016 (3)800.00.1200.1104.43-29.4614.4102.8702.2200.1300.1300.10
2015 (2)808.11-4.110-0.9406.28-41.03-4.480-13.520-58.270-0.850-3.770-3.660
2014 (1)740.00.61-55.80.20-83.6110.65-28.959.7203.9004.5100.42-67.190.74-50.990.48-59.66

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