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)310.00.0-0.69-68.29-109.09-0.77-71.11-48.08-1.87-57.14-46.090.62-21.52-36.0831.63-14.95-14.84-43.02-87.29-123.71-34.09-110.04-228.42-0.27-50.0-42.11-0.21-61.54-110.0-38.48-82.11-186.1-34.09-110.04-228.4218.24-10.43-12.34
24Q2 (19)310.00.0-0.4147.448.89-0.4546.4313.46-1.19-52.56-23.960.7958.0-15.0537.1920.1211.31-22.9764.05-27.05-16.2366.13-6.99-0.1843.75-5.88-0.1345.837.14-21.1364.87-36.5-16.2366.13-6.9912.34-513.78-349.86
24Q1 (18)310.00.0-0.78-1075.0-52.94-0.84-746.15-61.54-0.7835.54-52.940.5-33.33-52.3830.96-6.52-5.15-63.90-107.94-378.29-47.92-1569.94-221.83-0.32-39.13-128.57-0.24-1300.0-50.0-60.14-81.64-355.95-47.92-1569.94-221.83-28.00-475.38-310.57
23Q4 (17)310.00.00.08124.24110.390.13125.0117.57-1.215.47-245.710.75-22.68-39.0233.12-10.8241.42-30.73-59.8-31.893.26131.41116.8-0.23-21.0520.690.02120.0108.33-33.11-146.17-39.293.26131.41116.8-9.1975.4562.50
23Q3 (16)310.00.0-0.3326.67-232.0-0.520.0-300.0-1.28-33.33-404.760.974.3-46.1137.1411.1631.14-19.23-6.36-11918.75-10.3831.58-352.55-0.19-11.760-0.128.57-225.0-13.4513.11-314.86-10.3831.58-352.55-3.5619.210.00
23Q2 (15)310.00.0-0.4511.76-2350.0-0.520.0-766.67-0.96-88.24-633.330.93-11.43-51.5633.412.362.74-18.08-35.33-9944.44-15.17-1.88-25383.33-0.17-21.430-0.1412.5-1500.0-15.48-17.36-1358.54-15.17-1.88-25383.33-13.0322.7714.87
23Q1 (14)310.00.0-0.5133.77-440.0-0.5229.73-1633.33-0.51-45.71-440.01.05-14.63-45.3132.6439.374.92-13.3642.66-1047.52-14.8923.29-767.71-0.1451.72-566.67-0.1633.33-420.0-13.1944.51-389.89-14.8923.29-767.71-23.15-187.12-219.75
22Q4 (13)310.00.0-0.77-408.0-352.94-0.74-469.23-640.0-0.35-183.33-245.831.23-31.67-46.5223.42-17.3-20.85-23.30-14462.5-2812.5-19.41-572.26-698.77-0.290-1350.0-0.24-400.0-380.0-23.77-479.71-1227.93-19.41-572.26-698.77-18.96371.00-292.95
22Q3 (12)310.00.00.251150.0-59.68-0.13-116.67-122.410.42133.332.441.8-6.25-30.528.32-12.92-12.48-0.1611.11-101.364.116750.0-44.6800-100.00.08700.0-57.896.26408.94-48.094.116750.0-44.68-3.12531.66-108.34
22Q2 (11)310.00.00.02-86.67-60.0-0.06-100.0-160.00.1820.0185.711.920.0-3.5232.524.534.57-0.18-112.77-104.40.06-97.31-86.960-100.0-100.00.01-80.00.01.23-72.97-59.00.06-97.31-86.96-8.2650.79-15.00
22Q1 (10)310.00.00.15188.24157.69-0.0370.089.660.15-37.5157.691.92-16.5216.3631.115.144.781.41276.25128.482.23191.77146.070.03250.0137.50.05200.0162.54.55354.19205.082.23191.77146.07-13.8630.41-23.62
21Q4 (9)310.00.0-0.17-127.42-173.91-0.10-117.24-138.460.24-41.46-53.852.3-11.2-0.8629.59-8.56-4.89-0.80-106.8-112.66-2.43-132.71-169.63-0.02-106.45-113.33-0.05-126.32-171.43-1.79-114.84-130.44-2.43-132.71-169.639.47506.29181.38
21Q3 (8)310.00.00.621140.012.730.58480.081.250.41295.2441.382.5930.158.3732.364.0514.6311.76187.5364.947.431515.221.090.31287.582.350.191800.011.7612.06302.019.527.431515.221.0925.38629.62307.24
21Q2 (7)310.06.90.05119.23-44.440.10134.48233.33-0.2119.2316.01.9920.6111.1731.104.7511.834.09182.632305.880.46109.5-70.510.08200.000.01112.5-66.673.00169.28147.930.46109.5-70.51-4.13-46.90-38.53
21Q1 (6)310.0-3.12-0.26-213.0421.21-0.29-211.5425.64-0.26-150.021.211.65-28.889.2729.69-4.56-4.84-4.95-178.32-25.0-4.84-238.6830.96-0.08-153.33-33.33-0.08-214.2927.27-4.33-173.64-20.95-4.84-238.6830.96-15.90-135.61-115.14
20Q4 (5)310.0-3.120.23-58.18138.330.26-18.75161.90.5279.31143.332.32-2.9347.7731.1110.211.116.32-11.36177.933.49-52.52128.470.15-11.76215.380.07-58.82136.845.88-41.72149.043.49-52.52128.47--0.00
20Q3 (4)316.90.00.55511.110.00.32966.670.00.29216.00.02.3933.520.028.231.510.07.134094.120.07.35371.150.00.1700.00.17466.670.010.09733.880.07.35371.150.0--0.00
20Q2 (3)29-9.380.00.09127.270.00.03107.690.0-0.2524.240.01.7918.540.027.81-10.870.00.17104.290.01.56122.250.00100.00.00.03127.270.01.21133.80.01.56122.250.0--0.00
20Q1 (2)320.00.0-0.3345.00.0-0.397.140.0-0.3372.50.01.51-3.820.031.2011.430.0-3.9651.170.0-7.0142.820.0-0.0653.850.0-0.1142.110.0-3.5870.140.0-7.0142.820.0--0.00
19Q4 (1)320.00.0-0.600.00.0-0.420.00.0-1.200.00.01.570.00.028.000.00.0-8.110.00.0-12.260.00.0-0.130.00.0-0.190.00.0-11.990.00.0-12.260.00.0--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)
2024/110.37-5.7467.32.68-23.111.03N/A主要係印度客戶需求增加
2024/100.3946.727.552.31-29.270.85N/A-
2024/90.2744.48-28.841.91-35.210.622.73-
2024/80.199.92-43.211.64-36.140.582.94-
2024/70.17-24.4-37.431.46-35.110.622.76-
2024/60.220.06-24.81.29-34.790.792.06-
2024/50.22-34.25-30.111.07-36.560.712.27-
2024/40.34125.477.630.84-38.080.632.56-
2024/30.155.85-44.20.5-51.890.53.38終端客戶需求減緩
2024/20.14-32.12-66.170.35-54.570.572.96終端客戶需求減緩
2024/10.21-5.31-40.790.21-40.790.652.6-
2023/120.22-0.13-26.443.7-46.040.752.25-
2023/110.22-28.13-54.133.48-46.940.911.86歐洲客戶依銷售狀況調整訂單
2023/100.31-18.16-30.13.26-46.371.011.67-
2023/90.3815.3-39.352.95-47.650.971.85-
2023/80.3321.1-48.732.57-48.680.892.01-
2023/70.27-9.13-49.732.25-48.670.892.03-
2023/60.3-6.99-48.561.98-48.520.932.07-
2023/50.321.25-49.811.68-48.510.912.13-
2023/40.3216.88-55.461.36-48.191.011.92客戶庫存調整,本月出貨減緩
2023/30.27-35.82-62.71.05-45.511.052.1客戶庫存調整,本月出貨減緩
2023/20.4218.7912.90.78-35.091.082.04-
2023/10.3517.63-56.870.35-56.871.141.92客戶庫存去化,本期出貨需求減緩
2022/120.3-37.73-65.286.87-19.571.231.82歐洲業績受烏俄戰爭影響,既有訂單遞延出貨。
2022/110.489.52-38.516.56-14.391.551.44-
2022/100.44-28.99-31.566.08-11.641.71.31-
2022/90.62-2.52-38.765.64-9.581.81.32-
2022/80.6418.74-25.755.02-3.91.751.35-
2022/70.54-7.03-25.254.380.391.751.35-
2022/60.58-9.25-7.483.845.461.921.27-
2022/50.64-10.12-16.113.268.132.071.18-
2022/40.71-2.1116.812.6316.291.811.36-
2022/30.7294.2643.651.9216.11.921.27-
2022/20.37-54.62-26.231.194.02.061.18-
2022/10.82-5.2927.770.8227.772.480.98-
2021/120.8710.2749.548.546.632.31.0-
2021/110.7921.9-10.437.673.272.450.94-
2021/100.65-36.46-25.146.885.112.520.92-
2021/91.0218.1622.386.249.72.590.8-
2021/80.8619.544.065.227.542.20.94-
2021/70.7215.07-1.764.368.252.10.99-
2021/60.62-17.72-19.843.6410.471.991.03-
2021/50.7625.1644.93.0219.861.871.1-
2021/40.6120.3724.62.2613.281.621.27-
2021/30.5-0.24-12.481.659.621.651.16-
2021/20.51-21.4120.711.1523.31.731.11-
2021/10.6410.8425.410.6425.412.10.91-
2020/120.58-33.9524.858.027.742.320.76-
2020/110.881.8751.997.4227.982.570.69印度客戶出貨增加
2020/100.863.8862.416.5525.322.520.7印度客戶出貨增加
2020/90.830.47110.275.6821.132.390.7印度客戶出貨增加
2020/80.8312.8635.664.8512.942.340.71-
2020/70.73-6.11133.854.039.192.040.82印度客戶出貨增加
2020/60.7848.7340.93.3-2.351.790.85-
2020/50.527.625.922.52-10.821.590.96-
2020/40.49-15.45-15.91.99-14.381.481.03-
2020/30.5837.6-8.981.51-13.881.510.72-
2020/20.42-18.35-17.620.93-16.651.40.78-
2020/10.5110.34-15.840.51-15.840.0N/A-
2019/120.46-19.59-28.996.27-10.020.0N/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)310.0-1.210-1.3903.7-46.1434.1116.02-19.620-10.090-0.730-0.660-0.370
2022 (9)310.0-0.350-1.0006.87-19.5629.40-4.55-3.860-1.750-0.270-0.070-0.110
2021 (8)310.00.24-53.850.3223.088.546.7530.804.33.353.080.77-65.470.2911.540.26-23.530.07-56.25
2020 (7)31-3.120.5200.2608.027.5929.53-3.213.2502.2300.2600.3400.160
2019 (6)320.0-1.200-0.9406.27-9.9130.51-14.71-4.220-5.730-0.260-0.350-0.380
2018 (5)32-3.030.32-53.620.58-33.336.965.9435.77-7.025.42-30.962.64-43.950.38-26.920.3-36.170.11-52.17
2017 (4)336.450.69-68.920.87-59.726.57-23.5238.4710.297.85-27.114.71-45.230.52-43.480.47-51.040.23-67.14
2016 (3)316.92.22-29.972.16-20.38.592.5134.886.1810.77-19.638.60-23.620.92-17.860.96-20.660.7-23.91
2015 (2)2916.03.17-12.432.71-2.178.3811.8832.85-9.6513.40-13.111.26-11.481.12-3.451.210.00.921.1
2014 (1)254.173.6279.212.7795.077.4938.4536.36015.42012.7201.1678.461.2175.360.9185.71

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