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)530.00.0-0.7737.9-2.67-0.5855.3840.82-3.68-26.034.171.749.43-19.443.81121.86164.25-17.8659.0224.51-23.4243.84-27.08-0.3155.0739.22-0.4137.88-2.5-23.3443.62-28.24-23.4243.84-27.089.1631.8242.93
24Q2 (19)530.00.0-1.2425.7541.23-1.3030.481.52-2.92-74.855.51.598.9-7.02-17.433.43-1.04-43.5835.91-6.84-41.7031.4536.33-0.6930.31.43-0.6625.8441.07-41.4031.9436.73-41.7031.4536.330.6616.483.32
24Q1 (18)530.00.0-1.677.22-70.41-1.87-23.84-94.79-1.6770.39-70.411.46-7.59-17.05-18.0521.83-128.48-68.00-33.86-135.78-60.83-1.08-107.05-0.99-23.75-94.12-0.896.32-71.15-60.83-1.08-106.9-60.83-1.08-107.05-17.22-66.39-38.96
23Q4 (17)530.0-1.85-1.80-140.01.64-1.51-54.0813.22-5.64-46.87-0.531.58-26.857.48-23.09-289.3833.69-50.80-114.7118.86-60.18-226.5311.17-0.8-56.8613.04-0.95-137.55.0-60.18-230.6611.17-60.18-226.5311.17-0.27-37.77-14.16
23Q3 (16)530.00.0-0.7564.4575.33-0.9825.7649.48-3.84-24.27-2.672.1626.3256.52-5.9365.6287.92-23.6642.068.34-18.4371.8684.18-0.5127.1450.49-0.464.2975.16-18.2072.1884.39-18.4371.8684.1811.74-25.43-5.87
23Q2 (15)530.0-3.64-2.11-115.31-108.91-1.32-37.5-26.92-3.09-215.31-291.141.71-2.84-37.13-17.25-118.35-279.96-40.79-41.44-104.56-65.49-122.91-217.3-0.7-37.25-29.63-1.12-115.38-100.0-65.43-122.55-224.71-65.49-122.91-217.38.45-34.433.66
23Q1 (14)53-1.85-5.36-0.9846.45-545.45-0.9644.83-88.24-0.9882.53-545.451.7619.73-55.56-7.9077.31-268.8-28.8453.94-326.0-29.3856.63-1047.74-0.5144.57-88.89-0.5248.0-533.33-29.4056.61-1054.55-29.3856.63-1047.7413.1243.1227.57
22Q4 (13)541.89-8.47-1.8339.8-215.52-1.7410.31-74.0-5.61-50.0-920.01.476.52-63.88-34.8229.07-1423.95-62.6116.21-344.36-67.7541.85-711.38-0.9210.68-61.4-1.037.89-194.12-67.7541.9-613.16-67.7541.85-711.38-21.37-80.59-38.12
22Q3 (12)53-3.64-10.17-3.04-200.99-390.32-1.94-86.54-177.14-3.74-373.42-12566.671.38-49.26-63.2-49.09-981.28-8147.54-74.72-274.72-531.61-116.50-464.44-1111.02-1.03-90.74-134.09-1.61-187.5-347.22-116.61-478.71-906.13-116.50-464.44-1111.02-40.28-380.04-95.23
22Q2 (11)55-1.79-6.78-1.01-559.09-3466.67-1.04-103.92-1255.56-0.79-459.09-221.542.72-31.31-39.15-4.54-197.01-137.34-19.94-194.53-872.87-20.64-765.81-5997.14-0.54-100.0-550.0-0.56-566.67-2900.0-20.15-754.22-1154.97-20.64-765.81-5997.14-17.00-210.58-27.46
22Q1 (10)56-5.08-5.080.22137.93-64.52-0.5149.0-208.510.22140.0-64.523.96-2.7-20.324.6877.95-71.41-6.7751.95-205.623.10137.13-57.65-0.2752.63-184.380.12135.29-66.673.08132.42-64.143.10137.13-57.652.9172.193.07
21Q4 (9)590.022.92-0.586.45-141.43-1.00-42.86-198.04-0.55-1933.33-120.34.078.53-27.582.63331.15-87.48-14.09-19.1-248.16-8.3513.2-169.18-0.57-29.55-207.55-0.345.56-150.0-9.5018.03-178.71-8.3513.2-169.18-3.79-1080.11-460.32
21Q3 (8)590.022.92-0.62-2166.67-153.91-0.70-877.78-182.350.03-95.38-97.713.75-16.11-33.750.61-94.98-97.06-11.83-558.53-245.87-9.62-2848.57-198.16-0.44-466.67-195.65-0.36-1900.0-165.45-11.59-706.81-218.27-9.62-2848.57-198.16-13.09-1130.91-479.31
21Q2 (7)590.022.920.03-95.16-75.00.09-80.85-70.00.654.84306.254.47-10.0616.4112.16-25.72-7.392.58-59.75-36.30.35-95.22-77.120.12-62.5-25.00.02-94.44-66.671.91-77.7625.660.35-95.22-77.12-10.82-75.44-67.38
21Q1 (6)5922.9222.920.62-55.711450.00.47-53.92327.270.62-77.121450.04.97-11.5754.3516.37-22.0540.156.41-32.6270.527.32-39.351184.210.32-39.62433.330.36-47.061700.08.59-28.831407.027.32-39.351184.21-6.14-16.98-16.96
20Q4 (5)480.00.01.4021.74976.921.0220.0343.482.71106.87777.55.62-0.7138.7721.001.3559.829.5117.26196.2612.0723.16683.770.5315.22307.690.6823.641033.3312.0723.16649.6912.0723.16683.77--0.00
20Q3 (4)480.00.01.15858.330.00.85183.330.01.31718.750.05.6647.40.020.7257.810.08.11100.250.09.80540.520.00.46187.50.00.55816.670.09.80544.740.09.80540.520.0--0.00
20Q2 (3)480.00.00.12200.00.00.30172.730.00.16300.00.03.8419.250.013.1312.410.04.05134.10.01.53168.420.00.16166.670.00.06200.00.01.52166.670.01.53168.420.0--0.00
20Q1 (2)480.00.00.04-69.230.00.11-52.170.00.04110.00.03.22-20.490.011.68-11.110.01.73-46.110.00.57-62.990.00.06-53.850.00.02-66.670.00.57-64.60.00.57-62.990.0--0.00
19Q4 (1)480.00.00.130.00.00.230.00.0-0.400.00.04.050.00.013.140.00.03.210.00.01.540.00.00.130.00.00.060.00.01.610.00.01.540.00.0--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)
2024/100.49-9.9-5.535.28-14.151.73N/A-
2024/90.54-22.21-24.494.79-14.951.740.77-
2024/80.740.64-3.964.24-13.551.790.75-
2024/70.5-15.61-29.973.54-15.221.50.89-
2024/60.5941.63-4.83.04-12.21.590.9-
2024/50.42-28.28-19.962.46-13.81.490.96-
2024/40.5817.762.042.04-12.431.50.95-
2024/30.4914.84-30.451.46-17.111.461.03-
2024/20.43-19.94-18.550.97-8.111.421.06-
2024/10.5418.02.390.542.391.60.94-
2023/120.45-25.34-28.347.21-24.341.580.99-
2023/110.6117.2326.036.76-24.051.850.84-
2023/100.52-27.9846.626.15-26.931.970.79-
2023/90.72-1.07105.225.63-30.162.160.76去年同期因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致營收大幅下滑。
2023/80.732.5438.114.91-36.332.060.8-
2023/70.7114.7240.864.18-41.81.850.89-
2023/60.6219.07-15.093.47-48.051.710.94-
2023/50.52-8.55-52.122.85-52.091.80.89營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2023/40.57-19.74-37.082.33-52.091.80.89營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2023/30.7134.49-43.151.76-55.521.761.06營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2023/20.530.65-54.861.05-61.211.681.1營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2023/10.52-17.42-66.020.52-66.021.641.13營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/120.6331.32-57.929.53-44.811.471.0營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/110.4836.39-64.428.9-43.551.191.24營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/100.350.79-70.668.41-41.591.231.19營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/90.35-33.42-69.88.06-38.931.381.22營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/80.534.59-60.447.71-35.941.760.96營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/70.5-30.84-59.847.18-32.892.320.73營收減少主係因下游面板客戶庫存尚未去化,終端產品市場也因景氣低迷使得銷量不振,因此下游客戶的需求減緩,導致公司營收減少。
2022/60.73-32.85-42.366.68-29.312.720.81-
2022/51.0920.16-28.435.95-27.293.240.68-
2022/40.9-27.49-46.454.86-27.033.320.66-
2022/31.256.79-29.343.96-20.433.960.61-
2022/21.17-24.24-23.192.71-15.524.220.58-
2022/11.542.26-8.611.54-8.614.410.55-
2021/121.5111.03-3.3117.27-5.814.070.58-
2021/111.3612.48-33.6915.76-6.053.730.64-
2021/101.213.74-40.0414.4-2.23.70.64-
2021/91.16-12.79-41.2913.23.783.750.57-
2021/81.336.19-29.6812.0312.13.860.56-
2021/71.26-0.75-29.3910.721.074.040.53-
2021/61.27-16.6224.449.4433.794.470.52-
2021/51.52-10.17.398.1835.374.970.47-
2021/41.69-4.3120.146.6643.914.970.47-
2021/31.7616.0930.634.9754.284.970.46手機、筆電新機種認證放量。
2021/21.52-9.86112.943.2171.344.770.48手機新機種認證放量。
2021/11.698.1945.691.6945.695.290.43-
2020/121.56-23.8510.3118.3434.115.620.34-
2020/112.051.753.3316.7836.856.040.32手機新機種認證放量。
2020/102.011.5854.7614.7334.845.890.32手機新機種認證放量。
2020/91.984.4575.9912.7232.155.660.34手機新機種認證放量。
2020/81.96.6219.8510.7326.344.690.41-
2020/71.7874.9339.418.8427.824.210.46-
2020/61.02-28.04-4.437.0625.23.840.44-
2020/51.410.5629.216.0432.14.170.41-
2020/41.414.0328.234.6333.013.470.49-
2020/31.3589.2343.493.2235.23.220.45-
2020/20.71-38.334.681.8729.793.280.44-
2020/11.16-18.0852.331.1652.333.910.37手機新機種認證放量。
2019/121.415.838.3213.674.80.0N/A-
2019/111.342.65-11.2112.264.410.0N/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)53-1.85-5.640-4.7707.21-24.34-12.860-34.940-41.410-2.520-2.980-2.990
2022 (9)54-8.47-5.610-5.2509.53-44.82-11.850-29.010-31.970-2.760-3.040-3.050
2021 (8)5922.92-0.550-1.11017.27-5.838.62-51.11-3.380-1.860-0.580-0.310-0.320
2020 (7)480.02.6902.28018.3434.1617.6371.336.5707.1401.201.3101.310
2019 (6)480.0-0.400-0.11013.674.8310.2992.7-0.400-1.410-0.050-0.180-0.190
2018 (5)480.0-1.840-1.74013.04-2.985.34-64.75-6.690-6.800-0.870-0.840-0.890
2017 (4)480.01.3683.781.32-23.2613.44-1.2515.15-3.875.60-16.794.9185.280.75-18.480.72100.00.6683.33
2016 (3)48-2.040.7464.441.72805.2613.6116.5215.7626.086.73300.62.6538.740.92360.00.3612.50.3663.64
2015 (2)4911.360.45-91.180.19-93.8911.68-24.312.50-46.051.68-85.291.91-87.050.2-88.640.32-86.550.22-90.31
2014 (1)4410.05.1020.03.1117.815.4318.8823.17011.42014.7501.7625.712.3840.832.2734.32

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