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)801.278.1122.4612.0286.717.8513.9887.758.4362.6792.77148.269.1694.8219.462.64-17.8912.694.44-4.1512.083.253.8718.8114.086.6117.9312.98101.9115.153.71.6112.083.253.8719.3219.3425.91
24Q2 (19)791.289.7220.0526.6697.3415.6637.8583.1635.92126.9196.82135.8229.4871.3218.960.9-11.1512.155.1910.6611.700.0926.3516.536.1489.4415.8729.02115.9214.610.025.7311.700.0926.3521.5915.0316.62
24Q1 (18)786.858.3315.833.495.6711.36-4.6285.9215.83-65.1995.67104.913.6983.5218.79-17.44-10.411.55-14.513.7711.69-3.7114.9512.12-2.8190.5712.39.92111.3414.61-4.5114.5911.69-3.7114.9517.4715.3310.31
23Q4 (17)73-1.352.8215.3127.27112.6411.9125.24107.4945.4750.0276.9992.2721.25101.3722.76-3.97-17.2413.512.04-1.2412.144.398.3912.4723.7198.8811.1926.01117.715.302.622.8212.144.398.398.6222.8418.23
23Q3 (16)742.782.7812.0318.4194.039.5111.2380.830.3166.0863.5776.1-4.01114.3123.7011.06-25.5913.2420.58-17.1511.6325.59-6.8910.0815.7377.788.8820.82100.014.9128.31-10.2911.6325.59-6.8917.3522.0025.58
23Q2 (15)720.01.4110.1625.5969.058.5539.9350.7918.25125.5948.0179.2838.7166.4921.341.76-38.3210.98-1.35-42.639.26-8.95-35.658.7136.9553.087.3526.2971.7311.62-8.86-36.439.26-8.95-35.6531.7318.9823.19
23Q1 (14)721.411.418.0912.3628.016.116.4513.998.09-68.5128.0157.1624.75118.4220.97-23.75-45.611.13-18.64-46.810.17-9.2-40.676.361.4416.065.8213.2329.6212.75-14.31-41.2210.17-9.2-40.6726.8914.247.79
22Q4 (13)71-1.391.437.2016.1342.295.749.1340.6925.6938.6420.3845.8229.0384.3927.50-13.66-19.0513.68-14.39-17.7911.20-10.33-21.186.2710.5851.825.1415.7745.6114.88-10.47-16.0711.20-10.33-21.1824.209.640.95
22Q3 (12)721.412.866.203.1621.095.26-7.2324.6418.5350.2813.435.5119.3638.8231.85-7.95-1.1515.98-16.51-3.8512.49-13.2-11.235.67-0.3533.414.443.7423.3316.62-9.08-5.0312.49-13.2-11.2316.52-0.88-0.73
22Q2 (11)710.01.436.01-4.918.485.675.7821.9412.3395.099.8929.7513.689.1334.60-10.251.7619.14-8.516.8714.39-16.040.845.693.8316.64.28-4.6810.0318.28-15.72-1.3514.39-16.040.849.499.9918.57
22Q1 (10)711.434.416.3224.911.275.3631.3712.616.32-70.3811.2726.175.31-1.5838.5513.485.9920.9225.7211.0417.1420.6217.565.4832.699.384.4927.215.7221.6922.3413.6217.1420.6217.561.2311.8614.03
21Q4 (9)700.014.755.06-1.1731.094.08-3.3288.0221.3430.656.824.85-2.8529.6333.975.438.516.640.1233.6514.211.015.154.13-2.8272.83.53-1.9448.9517.731.3112.7114.211.015.15-4.50-4.38-6.29
21Q3 (8)700.012.95.12-7.5835.814.22-9.2562.3116.3445.6366.9125.58-6.1627.9632.22-5.242.2916.62-7.219.3114.07-1.421.084.25-12.9152.883.6-7.4655.1717.50-5.5615.7414.07-1.421.08-1.82-5.02-5.78
21Q2 (7)702.9414.755.54-2.4676.434.65-2.3189.0211.2297.5486.6927.262.5265.9234.00-6.52-2.5217.91-4.9413.2814.27-2.1322.284.88-2.5987.693.890.26102.618.53-2.9319.714.27-2.1322.2820.6222.3458.52
21Q1 (6)6811.4811.485.6847.1597.914.76119.35144.15.68-58.2797.9126.5938.7174.9336.3716.169.6118.8451.3336.3214.5818.1527.115.01109.62138.573.8863.71122.9919.0921.3627.4414.5818.1527.1117.3024.7751.41
20Q4 (5)61-1.611.673.862.3964.262.17-16.5453.913.6139.0289.0319.17-4.133.1231.31-0.6-3.8712.45-10.6226.0112.346.225.532.39-14.0368.312.372.1666.915.734.0331.9612.346.225.53--0.00
20Q3 (4)621.640.03.7720.060.02.605.690.09.7962.90.019.9921.670.031.50-9.690.013.93-11.890.011.62-0.430.02.786.920.02.3220.830.015.12-2.330.011.62-0.430.0--0.00
20Q2 (3)610.00.03.149.410.02.4626.150.06.01109.410.016.438.090.034.885.120.015.8114.40.011.671.740.02.623.810.01.9210.340.015.483.340.011.671.740.0--0.00
20Q1 (2)611.670.02.8722.130.01.9538.30.02.87-60.140.015.25.560.033.181.870.013.8239.880.011.4716.680.02.147.890.01.7422.540.014.9825.670.011.4716.680.0--0.00
19Q4 (1)600.00.02.350.00.01.410.00.07.200.00.014.40.00.032.570.00.09.880.00.09.830.00.01.420.00.01.420.00.011.920.00.09.830.00.0--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)
2024/1143.954.8250.91474.9376.07138.89N/A本年營收較去年增加,係因量產產品增加所致。
2024/1041.93-20.9147.76430.9879.03141.63N/A本年營收較去年增加,係因量產產品增加所致。
2024/953.0113.5482.62389.0483.09148.490.86本月營收較去年同期增加,係因量產產品增加所致。
2024/846.69-4.2989.38336.0182.97147.840.87本月營收較去年同期增加,係因量產產品增加所致。
2024/748.78-6.83116.3289.3681.96144.880.89本月營收較去年同期增加,係因量產產品增加所致。
2024/652.3619.73100.64240.7376.41136.241.19本月營收較去年同期增加,係因量產產品增加所致。
2024/543.738.9660.65188.5770.82122.631.32本月營收較去年同期增加,係因量產產品增加所致。
2024/440.143.5653.9144.9574.18111.331.45本月營收較去年同期增加,係因量產產品增加所致。
2024/338.7619.4951.93104.983.5104.931.3本月營收較去年同期增加,係因量產產品增加所致。
2024/232.43-3.88110.8366.18108.74101.281.35本月營收較去年同期增加,係因量產產品增加所致。
2024/133.74-3.86106.733.74106.797.971.39本月營收較去年同期增加,係因量產產品增加所致。
2023/1235.120.52114.57304.8122.3892.61.25本月營收較去年同期增加,係因認列服務收入及量產產品增加所致。
2023/1129.122.6365.01269.73123.2186.531.34本月營收較去年同期增加,係因量產產品增加所致。
2023/1028.37-2.25130.66240.72132.4582.061.42本月營收較去年同期增加,係因量產產品增加所致。
2023/929.0317.7498.23212.49132.6176.241.49本月營收較去年同期增加,係因量產產品增加所致。
2023/824.659.31111.41183.64138.5773.31.55本月營收較去年同期增加,係因量產產品增加所致。
2023/722.55-13.57137.23159.02143.2275.871.49本月營收較去年同期增加,係因量產產品增加所致。
2023/626.1-4.13147.01136.45144.2479.40.95本月營收較去年同期增加,係因量產產品增加所致。
2023/527.224.38170.56110.39143.4878.810.95本月營收較去年同期增加,係因量產產品增加所致。
2023/426.082.23185.583.21135.766.971.12本月營收較去年同期增加,係因量產產品增加所致。
2023/325.5165.82198.4557.16118.4257.221.41本月營收較去年同期增加,係因量產產品增加所致。
2023/215.38-5.7673.4731.779.9748.071.68本月及本年累計營收較去年同期增加,係因量產產品增加所致。
2023/116.32-0.286.5716.3286.5750.331.6本月營收較去年同期增加,係因量產產品增加所致。
2022/1216.36-7.31106.17137.0631.4846.311.97本月營收較去年同期增加,係因量產產品增加所致。
2022/1117.6543.47108.14120.8425.4644.592.05本月營收較去年同期增加,係因量產產品增加所致。
2022/1012.3-15.9946.13103.5517.8938.612.36-
2022/914.6425.5761.8191.3515.0135.811.91本月營收較去年同期增加,係因產品量產增加所致
2022/811.6622.6638.7376.979.3831.732.16-
2022/79.51-10.0117.065.385.5130.132.28-
2022/610.575.032.4655.873.7529.761.2-
2022/510.0610.149.3545.34-1.1827.741.29-
2022/49.136.87-9.4235.3-3.7426.551.35-
2022/38.55-3.61-17.2526.17-1.5626.160.74-
2022/28.871.351.1217.628.3425.550.76-
2022/18.7510.2716.838.7516.8325.160.77-
2021/127.93-6.4218.26104.2447.2824.830.43-
2021/118.480.7327.9996.3150.4225.950.41本年累計營收較去年同期增加,係因量產產品增加所致。
2021/108.42-6.9846.7587.8453.0925.870.41本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2021/99.057.6638.7479.4253.8225.580.34本年累計營收較去年同期增加,係因產品量產增加所致。
2021/88.413.4422.6970.3756.0424.510.36本年累計營收較去年同期增加,係因產品量產增加所致。
2021/78.131.8723.8361.9662.1125.30.35本年累計營收較去年同期增加,係因委託設計專案,依合約設計完成階段,認列服務收入及產品量產增加所致。
2021/67.98-13.3143.0553.8470.1527.260.35本月及本年累計營收較去年同期增加,係因委託設計專案,依合約設計完成階段,認列服務收入及產品量產增加所致。
2021/59.2-8.7665.5645.8876.0429.620.32本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2021/410.09-2.3690.1436.6878.8929.180.33本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2021/310.3317.7966.1426.5974.9426.590.47本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2021/28.7717.0974.8716.2680.9722.970.55本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2021/17.4911.6288.517.4988.5120.820.6本月與本年累計營收較去年同期增加,係因認列服務收入及產品量產增加所致。
2020/126.711.2616.8970.7863.4819.070.5本年累計營收較去年同期增加,係因產品量產及委託設計收入增加所致。
2020/116.6215.4950.4364.0370.7318.880.5本月營收較去年同期增加,係因產品量產增加所致;本年累計營收較去年同期增加,係因產品量產及委託設計收入增加所致。
2020/105.74-12.0637.5757.3773.4419.110.5本年累計營收較去年同期增加,係因委託設計專案,依合約設計完成階段,認列服務收入及產品量產增加所致。
2020/96.52-4.79112.1751.6378.6619.930.23本月與本年累計營收較去年同期增加,係因委託設計專案,依合約設計完成階段,認列服務收入及產品量產增加所致。
2020/86.854.41120.4845.0974.6118.990.24本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2020/76.5617.67126.2838.2268.2617.690.26本月及本年累計營收較去年同期增加,係因產品量產增加所致。
2020/65.580.32150.631.6459.6916.440.44本月與本年累計營收較去年同期增加,係因委託設計專案,依合約設計完成階段,認列服務收入及產品量產增加所致。
2020/55.564.7783.4626.0648.2817.080.42本月營收較去年同期增加,係因委託設計專案,依合約設計完成階段,認列服務收入及產品量產增加所致。
2020/45.3-14.6857.2620.541.0116.540.44109年4月營收較去年同期增加,係因產品量產增加所致。
2020/36.2223.9824.3415.236.115.20.49-
2020/25.0126.2275.458.9845.6514.730.5委託設計專案,依合約設計完成階段,認列服務收入增加。
2020/13.97-30.7819.993.9719.990.0N/A-
2019/125.7430.3275.843.2925.290.0N/A108年12月營收較去年同期增加,係因產品量產增加所致。
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)732.8243.2776.8336.1163.99304.82122.0922.29-30.9312.34-26.7210.89-18.4937.6162.7441.9876.1633.2581.3
2022 (9)711.4324.4722.3522.0224.34137.2531.6232.27-5.5316.84-3.9413.36-6.5123.1126.4223.8325.3618.3423.09
2021 (8)7014.7520.0058.2317.7192.5104.2847.3134.164.8217.5325.7514.2921.218.2885.2119.0175.0514.978.44
2020 (7)611.6712.6483.459.20114.9570.7963.4132.59-12.3713.9439.5411.7917.789.87127.9410.86106.868.3592.4
2019 (6)60-1.646.8970.974.2840.3343.3225.5337.19-0.649.997.0710.0134.184.3334.475.2556.724.3468.87
2018 (5)610.04.03-18.093.05-9.7634.51-19.137.4332.929.3324.47.463.043.220.623.35-6.692.57-16.83
2017 (4)610.04.9203.38042.6615.5828.16113.017.5007.2403.203.5903.090
2016 (3)61-1.61-3.450-2.74036.91-2.5113.22-39.16-5.680-5.730-2.10-2.010-2.110
2015 (2)6210.712.05-43.841.27-59.9437.86-19.3121.736.943.72-48.973.41-24.221.41-58.771.68-44.01.29-38.86
2014 (1)563.73.6575.483.1772.2846.9281.5820.3207.2904.5003.4283.873.097.372.1186.73

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