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)390.00.00.48-27.272.130.44-21.43-4.351.3455.8126.422.12-6.613.4130.34-2.54-1.499.62-9.253.448.81-23.06-1.450.2-16.675.260.19-26.925.5610.56-13.0115.418.81-23.06-1.452.06101.3646.97
24Q2 (19)390.00.00.66230.065.00.56115.38600.00.86330.045.762.2710.7313.531.1315.0415.3410.60102.29152.9811.45199.7446.420.24118.18200.00.26225.062.512.14198.2813.1411.45199.7446.424.6598.3457.69
24Q1 (18)390.00.00.20-33.335.260.260.013.040.20-85.195.262.05-1.4410.2227.06-10.99-3.155.240.58-11.043.82-31.91-5.910.110.00.00.08-33.330.04.07-32.17-23.063.82-31.91-5.910.01-34.75-21.74
23Q4 (17)390.00.00.30-36.1715.380.26-43.4844.441.3527.36-40.792.081.464.5230.40-1.3-3.715.21-43.98-31.085.61-37.2510.870.11-42.11-26.670.12-33.3320.06.00-34.43-35.555.61-37.2510.871.98-9.34215.76
23Q3 (16)390.00.00.4717.5-43.370.46475.00.01.0679.66-47.782.052.5-6.8230.8014.123.779.30121.96-13.178.9414.32-39.430.19137.5-20.830.1812.5-43.759.15-14.73-45.798.9414.32-39.435.0264.02204.89
23Q2 (15)390.00.00.40110.53-46.670.08-65.22-86.440.59210.53-50.832.07.53-12.6626.99-3.4-8.454.19-28.86-61.987.8292.61-39.330.08-27.27-68.00.16100.0-46.6710.73102.84-24.387.8292.61-39.330.5041.80-18.72
23Q1 (14)390.00.00.19-26.92-57.780.2327.78-50.00.19-91.67-57.781.86-6.532.227.94-11.5-6.345.89-22.09-40.634.06-19.76-58.230.11-26.67-38.890.08-20.0-55.565.29-43.18-48.094.06-19.76-58.23-8.04-47.80-16.54
22Q4 (13)390.00.00.26-68.67-42.220.18-60.87-67.862.2812.325.071.99-9.55-0.531.576.374.127.56-29.41-36.585.06-65.72-42.820.15-37.5-37.50.1-68.75-44.449.31-44.85-7.735.06-65.72-42.82-6.74-29.00-41.45
22Q3 (12)390.00.00.8310.67-12.630.46-22.03-48.892.0369.1718.022.2-3.93-11.6529.680.68-3.9510.71-2.81-31.5214.7614.51-1.470.24-4.0-38.460.326.67-13.5116.8818.962.0614.7614.51-1.4710.9538.673.12
22Q2 (11)390.00.00.7566.6774.420.5928.269.261.20166.6755.842.2925.82-1.2929.48-1.17-3.4711.0211.09-11.9812.8932.6175.850.2538.89-13.790.366.6776.4714.1939.2530.4212.8932.6175.858.4133.345.20
22Q1 (10)390.00.00.450.032.350.46-17.8648.390.45-79.2632.351.82-9.02.8229.83-1.62-7.079.92-16.78-3.419.729.8328.570.18-25.00.00.180.038.4610.190.99-6.69.729.8328.57-14.34-26.32-27.82
21Q4 (9)390.00.00.45-52.63350.00.56-37.78100.02.1726.1687.072.0-19.6825.030.32-1.88-11.3711.92-23.7919.88.85-40.92268.750.24-38.4650.00.18-51.35350.010.09-39.075.788.85-40.92268.75-6.1734.1514.45
21Q3 (8)390.00.00.95120.9397.920.9066.6760.711.72123.3862.262.497.3346.4730.901.18-15.5315.6424.924.4114.98104.3734.590.3934.4856.00.37117.6594.7416.5452.0227.7214.98104.3734.5919.2073.7070.43
21Q2 (7)390.00.00.4326.47-23.210.5474.1910.20.77126.4732.762.3231.0752.6330.54-4.86-16.1712.5221.91-6.647.33-3.04-48.960.2961.1145.00.1730.77-22.7310.88-0.27-30.527.33-3.04-48.9620.84133.2442.45
21Q1 (6)390.00.00.34240.01033.330.3110.71487.50.34-70.691033.331.7710.6273.5332.10-6.176.410.273.22600.987.56215.0656.00.1812.51000.00.13225.01200.010.9190.07465.287.56215.0656.02.3780.41-19.64
20Q4 (5)390.00.00.10-79.17-85.710.28-50.0-63.641.169.432.651.6-5.8810.3434.21-6.48-11.819.95-33.58-32.312.40-78.44-87.230.16-36.0-23.810.04-78.95-85.195.74-55.68-55.52.40-78.44-87.23--0.00
20Q3 (4)390.00.00.48-14.290.00.5614.290.01.0682.760.01.711.840.036.580.410.014.9811.710.011.13-22.490.00.2525.00.00.19-13.640.012.95-17.310.011.13-22.490.0--0.00
20Q2 (3)390.00.00.561766.670.00.49712.50.00.581833.330.01.5249.020.036.4320.750.013.41754.150.014.361336.00.00.21100.00.00.222100.00.015.66711.40.014.361336.00.0--0.00
20Q1 (2)390.00.00.03-95.710.0-0.08-110.390.00.03-97.350.01.02-29.660.030.17-22.220.0-2.05-113.950.01.00-94.680.0-0.02-109.520.00.01-96.30.01.93-85.040.01.00-94.680.0--0.00
19Q4 (1)390.00.00.700.00.00.770.00.01.130.00.01.450.00.038.790.00.014.700.00.018.800.00.00.210.00.00.270.00.012.900.00.018.800.00.0--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)
2024/100.6-8.61-14.316.965.721.96N/A10月營收成長率-14.31%,因汽車、工業需求疲弱影響,另一方面,歐洲客戶對新產品送樣需求強勁,加快推出新產品,提振買氣。
2024/90.66-4.95-6.86.368.122.090.729月營收YoY-8.13%,因汽車、工業需求疲弱影響,另一方面,歐洲客戶對新產品送樣需求強勁,加快推出新產品,提振買氣。
2024/80.69-6.132.235.710.162.20.69-
2024/70.74-3.2114.745.011.362.260.67-
2024/60.760.312.544.2610.82.230.75-
2024/50.767.6311.853.510.432.170.77-
2024/40.711.0511.952.7410.032.030.83-
2024/30.711.657.732.039.382.030.8-
2024/20.63-11.246.641.3310.272.040.79-
2024/10.710.1413.720.7113.722.070.78-
2023/120.716.3114.457.95-4.142.070.85-
2023/110.66-5.67-3.167.24-5.632.070.85-
2023/100.7-0.63.196.58-5.872.090.85-
2023/90.714.26-0.395.88-6.852.030.77-
2023/80.685.35-7.375.17-7.672.00.78-
2023/70.64-5.07-15.024.49-7.722.00.78-
2023/60.68-0.3-10.173.85-6.371.990.73-
2023/50.687.73-12.683.17-5.521.960.74-
2023/40.63-2.74-17.112.49-3.351.870.78-
2023/30.6510.51-0.081.862.421.860.91-
2023/20.59-5.355.531.213.821.820.93-
2023/10.620.792.250.622.251.920.88-
2022/120.62-10.05-4.048.29-3.441.980.95-
2022/110.680.513.117.68-3.42.080.91-
2022/100.68-4.06-2.776.99-3.992.120.89-
2022/90.71-3.03-12.976.31-4.122.20.82-
2022/80.73-3.33-13.365.6-2.872.250.81-
2022/70.760.34-9.554.87-1.072.290.79-
2022/60.76-3.1-6.134.110.672.30.86-
2022/50.782.262.03.362.342.190.9-
2022/40.7617.231.842.582.441.971.0-
2022/30.6516.732.971.812.691.811.07-
2022/20.56-8.293.941.162.541.811.08-
2022/10.61-5.421.280.611.281.911.02-
2021/120.64-3.3320.788.5947.032.010.9-
2021/110.66-5.2319.297.9549.662.180.83-
2021/100.7-14.1235.437.2853.222.360.77客戶訂單需求增加
2021/90.82-3.4641.026.5855.392.50.64客戶訂單需求增加
2021/80.850.948.835.7757.662.490.65客戶訂單需求增加
2021/70.844.1351.744.9259.292.410.67客戶訂單需求增加
2021/60.85.354.024.0860.932.320.68客戶訂單需求增加
2021/50.762.151.253.2862.722.140.73客戶訂單需求增加
2021/40.7518.5253.172.5166.561.920.82客戶訂單需求增加
2021/30.6317.8433.531.7772.961.770.74客戶訂單需求增加
2021/20.54-10.63143.591.14106.951.670.78客戶訂單需求增加
2021/10.612.7782.430.682.431.690.77客戶訂單需求增加
2020/120.53-4.528.945.847.261.610.69-
2020/110.567.5916.195.317.11.650.67-
2020/100.52-10.589.144.756.131.660.67-
2020/90.581.8812.954.245.771.70.57-
2020/80.572.878.063.664.721.640.59-
2020/70.555.76.743.094.131.580.61-
2020/60.523.4113.382.543.571.520.72-
2020/50.513.4111.252.011.31.470.74-
2020/40.493.3220.01.51-1.631.180.92-
2020/30.47114.9614.91.02-9.451.020.9-
2020/20.22-33.07-27.310.55-23.431.040.89-
2020/10.33-32.65-20.60.33-20.61.30.71-
2019/120.491.8311.05.452.270.0N/A-
2019/110.481.051.064.961.480.0N/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)390.01.34-40.971.03-38.327.98-3.8629.08-3.426.16-37.596.66-38.390.49-40.240.62-42.060.53-41.11
2022 (9)390.02.275.091.67-26.758.3-3.1530.11-2.599.87-23.0110.818.640.82-25.451.070.940.95.88
2021 (8)390.02.1686.212.2880.958.5746.7530.91-11.112.8225.449.9527.41.183.331.0685.960.8584.78
2020 (7)390.01.163.571.2622.335.847.5534.77-2.1910.2234.37.81-4.050.646.340.5726.670.464.55
2019 (6)390.01.12-8.21.0330.385.432.4535.551.147.611.68.14-10.250.412.50.45-21.050.44-8.33
2018 (5)390.01.2262.670.79-37.35.36.6435.15-8.517.49-28.679.0751.420.4-23.080.5767.650.4860.0
2017 (4)390.00.75-32.431.2663.644.97-7.7938.4214.0110.5050.865.99-25.120.5240.540.34-32.00.3-30.23
2016 (3)390.01.11825.00.7705.39-7.5533.7046.26.9608.00887.650.3700.5614.290.43760.0
2015 (2)390.00.120-0.3105.83-9.1923.0511.68-1.8200.810-0.1100.0700.050
2014 (1)392.63-0.700-0.9706.42-33.9520.640-5.320-4.190-0.340-0.240-0.270

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