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)581.753.570.1122.22119.640.1770.0121.79-0.6515.5847.151.772.3165.4276.905.9542.726.21225.2114.753.5925.52112.260.11222.22124.440.0620.0119.353.95170.66113.613.5925.52112.2635.1366.4191.17
24Q2 (19)570.01.790.09110.59280.00.10112.35600.0-0.779.41-16.671.7367.9613.0772.5813.64-4.45-4.9688.2-148.772.86106.05243.0-0.0979.07-156.250.05110.42266.67-5.5987.05-163.242.86106.05243.03.71-56.30-54.28
24Q1 (18)573.6416.33-0.85-223.19-30.77-0.81-220.9-42.11-0.85-63.46-30.771.03-60.546.1963.87-5.57-7.86-42.04-271.59-31.79-47.24-427.83-43.54-0.43-167.19-38.71-0.48-226.32-50.0-43.17-278.91-38.9-47.24-427.83-43.5441.700.01-17.50
23Q4 (17)55-1.7912.240.69223.21165.710.67185.9177.91-0.5257.7285.752.61143.9345.8167.6425.5432.6824.50158.18181.2114.41149.21149.810.64242.22218.520.38222.58173.0824.13183.15177.5414.41149.21149.8156.93-398.39-1807.05
23Q3 (16)560.014.29-0.56-1020.039.78-0.78-3800.01.27-1.23-86.3652.691.07-30.0722.9953.88-29.07-28.26-42.11-514.0620.41-29.28-1364.044.55-0.45-381.252.17-0.31-933.3332.61-29.02-428.2845.03-29.28-1364.044.5513.83-463.85-1851.76
23Q2 (15)5614.2914.29-0.0592.3164.29-0.0296.4985.71-0.66-1.5460.481.5357.7315.9175.969.581.3710.17131.88274.44-2.0093.9261.320.16151.61300.0-0.0390.6257.148.84128.44274.36-2.0093.9261.325.9665.2065.10
23Q1 (14)490.00.0-0.6538.157.52-0.5733.7255.81-0.6582.1957.520.97-45.8144.7869.3235.977.62-31.90-5.7371.31-32.91-13.7670.67-0.3142.5958.11-0.3238.4657.33-31.080.1371.97-32.91-13.7670.6729.9712.6012.43
22Q4 (13)490.00.0-1.05-12.9-138.64-0.86-8.86-405.88-3.65-40.38-88.141.79105.7536.6450.98-32.12-27.87-30.1742.98-369.94-28.9345.21-74.28-0.54-17.39-575.0-0.52-13.04-136.36-31.1241.05-103.8-28.9345.21-74.2835.83-288.59-236.58
22Q3 (12)490.00.0-0.93-564.29-181.82-0.79-464.29-182.14-2.60-55.69-73.330.87-34.09-19.4475.100.23-2.98-52.91-807.55-286.2-52.80-921.28-252.23-0.46-475.0-206.67-0.46-557.14-187.5-52.79-941.22-274.66-52.80-921.28-252.2331.46-236.72-187.57
22Q2 (11)490.00.0-0.1490.8569.57-0.1489.1585.71-1.67-9.15-42.741.3297.0169.2374.9316.338.16-5.8394.7691.19-5.1795.3982.1-0.0889.1984.62-0.0790.6769.57-5.0795.4378.03-5.1795.3982.124.08-78.44-284.84
22Q1 (10)490.00.0-1.53-247.73-115.49-1.29-658.82-115.0-1.5321.13-115.490.67-48.85-42.2464.41-8.87-18.79-111.18-1631.78-302.68-112.19-575.84-271.24-0.74-825.0-131.25-0.75-240.91-114.29-110.87-626.06-303.75-112.19-575.84-271.24-13.78-140.53-309.77
21Q4 (9)490.00.0-0.44-33.33-340.0-0.1739.29-206.25-1.94-29.337.621.3121.3-24.2870.68-8.69-1.55-6.4253.14-202.72-16.60-10.74-508.06-0.0846.67-172.73-0.22-37.5-340.0-15.27-8.37-739.01-16.60-10.74-508.0629.88-2.5355.36
21Q3 (8)490.00.0-0.3328.2617.5-0.2871.4317.65-1.50-28.2125.01.0838.46-12.977.4111.735.19-13.7079.3-13.6-14.9948.115.31-0.1571.150.0-0.1630.4320.0-14.0938.95-14.37-14.9948.115.312.8531.734.05
21Q2 (7)490.00.0-0.4635.2128.12-0.98-63.33-78.18-1.17-64.7926.880.78-32.76-26.4269.28-12.65-6.25-66.17-139.66-149.42-28.894.43.25-0.52-62.5-85.71-0.2334.2928.12-23.0815.9512.71-28.894.43.25-32.86-287.39-269.17
21Q1 (6)490.00.0-0.71-610.026.04-0.60-475.028.57-0.7166.1926.041.16-32.9512.6279.3110.4710.24-27.61-541.7634.32-30.22-1006.9633.89-0.32-390.9125.58-0.35-600.025.53-27.46-1408.7932.15-30.22-1006.9633.893.29-267.50-163.97
20Q4 (5)490.0-2.0-0.1075.0-433.330.16147.06420.0-2.10-5.013.931.7339.52-10.3671.79-2.454.536.25151.8278.57-2.7382.75-495.650.11173.3357.14-0.0575.0-600.0-1.8285.23-134.08-2.7382.75-495.65--0.00
20Q3 (4)490.00.0-0.4037.50.0-0.3438.180.0-2.00-25.00.01.2416.980.073.59-0.420.0-12.0654.540.0-15.8346.990.0-0.1546.430.0-0.237.50.0-12.3253.40.0-15.8346.990.0--0.00
20Q2 (3)490.00.0-0.6433.330.0-0.5534.520.0-1.60-66.670.01.062.910.073.902.720.0-26.5336.890.0-29.8634.680.0-0.2834.880.0-0.3231.910.0-26.4434.670.0-29.8634.680.0--0.00
20Q1 (2)49-2.00.0-0.96-3300.00.0-0.84-1580.00.0-0.9660.660.01.03-46.630.071.944.750.0-42.04-1301.140.0-45.71-6724.640.0-0.43-714.290.0-0.47-4800.00.0-40.47-857.870.0-45.71-6724.640.0--0.00
19Q4 (1)500.00.00.030.00.0-0.050.00.0-2.440.00.01.930.00.068.680.00.03.500.00.00.690.00.00.070.00.00.010.00.05.340.00.00.690.00.0--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)
2024/100.11-90.57-43.954.618.541.46N/A-
2024/91.15445.7374.324.4921.811.50.9本月營收較去年同期增加主係美國和印度地區的營收增加所致。
2024/80.2149.86-23.973.3510.421.760.76-
2024/70.14-90.05-41.993.1413.871.830.73-
2024/61.41405.6825.033.019.241.850.68-
2024/50.2865.6526.711.5914.541.121.14-
2024/40.17-74.94-15.991.3112.251.131.12-
2024/30.67130.6129.21.1418.091.140.89-
2024/20.2960.0433.130.475.242.530.4-
2024/10.18-91.15-21.170.18-21.172.540.4-
2023/122.05570.6888.016.2434.232.550.34本月營收較去年同期增加主係美國和印度地區的營收增加所致。
2023/110.3158.93-35.884.1917.711.160.75-
2023/100.19-70.67-12.573.8826.021.130.77-
2023/90.66138.042.463.6929.01.170.73-
2023/80.2814.3347.53.0326.411.640.52-
2023/70.24-78.5510.782.7624.631.590.54-
2023/61.13412.4826.652.5126.141.550.56-
2023/50.229.8219.641.3925.730.940.93-
2023/40.2-61.46-20.11.1726.940.940.93-
2023/30.52137.6383.790.9744.530.970.97本月營收較去年同期增加主要係印度 地區的營收增加所致。
2023/20.22-5.2415.740.4515.91.540.61-
2023/10.23-78.916.060.2316.061.80.52-
2022/121.09128.750.054.657.291.790.35本月營收較去年同期增加主要係印度地區的營收增加所致。
2022/110.48116.7236.993.56-1.331.160.53-
2022/100.22-52.2-6.923.08-5.430.870.71-
2022/90.46146.43-5.192.86-5.320.871.18-
2022/80.19-14.12-52.552.4-5.341.290.79本月營收較去年同期減少主要係日本區的營收較去年同期減少USD685K。
2022/70.22-75.4811.332.213.361.290.79-
2022/60.89384.1215.041.992.551.320.35本月營收較去年同期增加主要是印度取得大型標案, 營收較去年同期增加。
2022/50.18-26.65-23.381.1-33.540.720.64-
2022/40.25-11.35-3.820.92-35.250.720.64-
2022/30.2849.65-56.160.67-42.30.670.61本月營收較去年同期減少主要是印度區部分標案延後, 營收較去年同期減少
2022/20.19-4.98-27.240.39-24.991.120.37-
2022/10.2-72.72-22.720.2-22.721.280.32-
2021/120.73108.79-20.124.33-14.421.310.26-
2021/110.3547.24-37.353.61-13.171.070.32-
2021/100.24-51.31-8.583.26-9.431.120.3-
2021/90.4923.32-8.243.02-9.491.080.33-
2021/80.39101.5153.842.53-9.730.870.4本月較去年同期增加, 主要是來自日本市場的需求增加.
2021/70.2-30.62-57.232.14-16.120.720.49本月營收較去年同期減少主要是中國區的訂單下降所致。
2021/60.2817.72-43.591.94-7.130.780.49-
2021/50.24-7.92-8.761.664.321.140.33-
2021/40.26-59.6-12.281.426.911.160.33-
2021/30.64148.4126.031.1612.431.160.34-
2021/20.260.91-0.50.52-0.911.430.28-
2021/10.26-71.8-1.320.26-1.321.730.23-
2020/120.9163.76-27.355.06-5.521.730.26-
2020/110.56114.8441.384.151.151.350.33-
2020/100.26-51.13-6.863.6-3.111.050.43-
2020/90.53106.77-11.763.34-2.811.240.37-
2020/80.26-43.98-37.592.81-0.911.210.38-
2020/70.46-8.595.872.555.311.220.38本月營收較去年同期增加, 主要是部分客戶集中在本月份下單,若排除此一因素, 本年之營收較去年同期差距不大。
2020/60.590.411.632.09-4.361.060.46-
2020/50.26-11.47-2.981.59-6.11.070.46-
2020/40.3-41.95-19.821.33-6.691.070.46-
2020/30.5196.093.361.03-2.081.030.52-
2020/20.260.09-3.710.52-6.91.780.3-
2020/10.26-79.24-9.890.26-9.891.910.28-
2019/121.26218.71-6.225.362.220.0N/A-
2019/110.3941.5210.744.115.120.0N/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)5512.24-0.390-0.5706.2734.8467.765.511.750-3.3900.1100.230-0.210
2022 (9)490.0-3.650-3.1004.657.3964.22-13.69-39.150-38.610-1.820-1.820-1.80
2021 (8)490.0-1.940-2.0304.33-14.674.412.35-24.690-22.070-1.070-0.850-0.960
2020 (7)49-2.0-2.100-1.5505.07-5.4172.707.67-14.950-20.380-0.760-0.880-1.030
2019 (6)50-1.96-2.440-2.2105.362.2967.52-1.39-21.280-22.810-1.140-1.080-1.220
2018 (5)51-20.31-0.780-0.7605.24-12.5268.470.47-6.840-7.570-0.360-0.320-0.40
2017 (4)64-13.51-1.300-1.5205.9910.7268.15-12.461.52-54.35-14.0000.09-50.00.13-23.53-0.840
2016 (3)74-3.9-0.940-1.1705.4111.0977.851.493.330-12.7700.1800.170-0.690
2015 (2)771.320.61281.251.0304.87-43.1776.71-3.23-7.6809.84560.4-0.370-0.500.48269.23
2014 (1)768.570.16-72.88-0.3308.57-27.9879.270-6.8001.490-0.580-0.2600.13-71.11

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