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)555.7710.02.10-15.3218.642.4518.3664.436.4947.523.157.44-18.7896.8341.9487.23169.8820.112465.88349.8115.901113.74423.171.51975.0-9.641.15-10.1629.2117.452466.18383.7415.901113.74423.1724.647.2633.11
24Q2 (19)524.018.182.4829.849.732.0747.8619.654.40130.3711.399.1668.0784.3122.40-36.2919.66-0.85-105.7468.051.31-93.07-30.32-0.08-109.8838.461.2833.3328.00.68-96.27139.081.31-93.07-30.3247.2630.3317.14
24Q1 (18)500.013.641.9130.8212.351.40-13.58-4.761.91-71.6212.355.4526.4525.8735.16-71.33-0.0914.80-86.66-16.5718.90-82.248.560.81-1.225.190.9631.5128.018.24-82.3511.2218.90-82.248.5620.236.65-2.43
23Q4 (17)500.013.641.46-17.51-35.111.628.72-17.356.7327.7-34.414.3114.02-16.47122.62689.06227.07110.941478.14458.61106.402262.6449.020.82-50.6-19.610.73-17.98-27.0103.321780.0467.38106.402262.6449.02-4.96-19.59-2.57
23Q3 (16)5013.6413.641.77-21.68-34.931.49-13.87-28.025.2733.42-34.213.78-23.94-31.7715.54-16.99-59.09-8.05-202.63-138.93-4.92-361.7-122.551.661376.9244.350.89-11.0-26.45-6.15-253.45-127.99-4.92-361.7-122.55-4.585.631.91
23Q2 (15)440.00.02.2632.94-20.71.7317.69-22.073.95132.35-25.334.9714.78-14.1618.72-46.8-49.88-2.66-114.99-112.71.88-89.2-91.4-0.13-116.88-110.741.033.33-21.26-1.74-110.61-107.971.88-89.2-91.4-0.664.25-3.65
23Q1 (14)440.00.01.70-24.44-30.331.47-25.0-20.111.70-83.43-30.334.33-16.09-17.9935.19-6.130.9517.74-10.67-0.7817.41-10.17-15.030.77-24.51-18.950.75-25.0-30.5616.40-9.94-14.5417.41-10.17-15.03-11.47-20.86-15.15
22Q4 (13)440.00.02.25-17.280.451.96-5.314.8110.2628.0939.45.16-6.86-6.0137.49-1.326.6919.86-3.977.4119.38-11.187.011.02-11.30.01.0-17.361.0118.21-17.112.8819.38-11.187.01-5.59-10.92-6.04
22Q3 (12)440.00.02.72-4.5623.642.07-6.7613.748.0151.4256.455.54-4.322.5937.991.7111.6420.68-1.2917.721.82-0.2320.421.15-4.9621.051.21-4.7223.4721.970.627.6621.82-0.2320.422.676.126.94
22Q2 (11)440.00.02.8516.850.02.2220.6537.045.29116.881.165.799.6611.5637.357.1415.1720.9517.1729.821.876.7334.091.2127.3744.051.2717.5949.4121.8413.8142.021.876.7334.092.9212.879.52
22Q1 (10)440.00.02.448.93139.221.84-1.6119.052.44-66.85139.225.28-3.8317.5934.86-0.814.5217.88-3.335.1520.4913.14102.870.95-6.8661.021.089.09140.019.198.4248.7620.4913.14102.87-1.085.380.57
21Q4 (9)440.00.02.241.82522.221.872.75325.07.3643.75250.485.491.6740.4135.143.2633.6618.495.24173.1218.11-0.06337.441.027.37292.310.991.02518.7517.702.85275.018.11-0.06337.442.868.807.55
21Q3 (8)440.00.02.2015.79411.631.8212.35287.235.1275.34194.255.44.0554.7334.034.9321.8417.578.8696.9718.1211.1233.090.9513.1206.450.9815.29415.7917.2111.9147.6318.1211.1233.099.8251.0352.60
21Q2 (7)440.00.01.9086.27134.571.6292.86113.162.92186.27122.95.1915.5925.3632.436.5413.6716.1422.042.5816.3161.4988.340.8442.3778.720.8588.89136.1115.3819.2255.6716.3161.4988.3415.21134.8091.88
21Q1 (6)440.00.01.02183.33100.00.8490.91110.01.02-51.43100.04.4914.8317.2330.4415.7930.3113.2395.4275.2310.10143.9670.90.59126.92103.450.45181.25104.5512.90173.3170.8610.10143.9670.913.4383.5342.27
20Q4 (5)440.00.00.36-16.28-32.080.44-6.380.02.1020.69-8.73.9112.03-2.0126.29-5.8734.486.77-24.1-21.644.14-23.9-41.530.26-16.13-23.530.16-15.79-30.434.72-32.09-43.274.14-23.9-41.53--0.00
20Q3 (4)440.00.00.43-46.910.00.47-38.160.01.7432.820.03.49-15.70.027.93-2.10.08.92-21.20.05.44-37.180.00.31-34.040.00.19-47.220.06.95-29.660.05.44-37.180.0--0.00
20Q2 (3)440.00.00.8158.820.00.7690.00.01.31156.860.04.148.090.028.5322.130.011.3249.930.08.6646.530.00.4762.070.00.3663.640.09.8830.860.08.6646.530.0--0.00
20Q1 (2)440.00.00.51-3.770.00.40-9.090.00.51-77.830.03.83-4.010.023.3619.490.07.55-12.620.05.91-16.530.00.29-14.710.00.22-4.350.07.55-9.250.05.91-16.530.0--0.00
19Q4 (1)440.00.00.530.00.00.440.00.02.300.00.03.990.00.019.550.00.08.640.00.07.080.00.00.340.00.00.230.00.08.320.00.07.080.00.0--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)
2024/102.48-0.7438.2824.5348.177.46N/A-
2024/92.50.6329.322.0549.377.440.69-
2024/82.481.0234.1819.5552.397.350.7本月差異原因係因併購達爾基隆廠並承接其業務所致
2024/72.461.9746.717.0755.466.920.74本月差異原因係因併購達爾基隆廠並承接其業務所致
2024/62.4117.3572.9311.9236.46.470.71本月差異原因係因併購達爾基隆廠並承接其業務所致
2024/52.052.4135.879.5129.465.980.77-
2024/42.014.5833.627.4527.85.450.84-
2024/31.9225.2728.965.4525.795.450.56-
2024/21.53-23.466.63.5324.135.040.6-
2024/12.032.242.02.042.04.860.62-
2023/121.5112.35-11.5617.4-20.114.310.55-
2023/111.35-7.39-20.9515.88-20.844.30.55-
2023/101.45-2.75-16.7714.54-20.834.390.54-
2023/91.53.47-19.7613.08-21.264.340.86-
2023/81.453.04-21.5411.59-21.454.240.88-
2023/71.40.6-23.6310.14-21.434.310.87-
2023/61.39-7.79-29.758.74-21.074.410.93-
2023/51.510.71-21.377.34-19.174.50.91-
2023/41.50.93-20.155.83-18.594.420.93-
2023/31.493.55-20.544.33-18.034.330.66-
2023/21.441.94-8.392.84-16.654.560.63-
2023/11.41-17.66-23.661.41-23.664.820.59-
2022/121.710.42-7.0221.785.875.160.6-
2022/111.7-2.5-6.8520.077.145.310.58-
2022/101.75-6.24-4.0118.368.665.450.57-
2022/91.861.172.8316.6110.195.540.63-
2022/81.840.32.0914.7511.195.660.61-
2022/71.84-7.452.9412.9112.625.740.61-
2022/61.983.212.1511.0714.415.790.6-
2022/51.922.2712.039.0914.925.670.62-
2022/41.880.4410.417.1615.725.320.66-
2022/31.8719.416.075.2817.735.280.63-
2022/21.57-15.0519.293.4118.665.250.63-
2022/11.850.2918.131.8518.135.510.6-
2021/121.840.627.0620.5733.775.490.62-
2021/111.830.4745.0418.7334.475.460.62-
2021/101.820.4451.5916.933.415.440.63主要是來自汽車電子與高階工業產品之月平均出貨量較去年月出貨量成長,致使推升營收成長
2021/91.810.44123.1815.0831.515.40.58因109年度客戶庫位調整,以致基期水位較低
2021/81.81.1335.3213.2724.525.360.58-
2021/71.780.8232.5911.4622.985.270.59-
2021/61.773.0932.89.6821.355.190.52-
2021/51.720.7925.827.9119.065.030.54-
2021/41.75.5817.586.1917.314.630.59-
2021/31.6122.7111.64.4917.214.490.59-
2021/21.31-15.8811.682.8820.64.320.62-
2021/11.567.8729.31.5629.34.270.63-
2020/121.4514.8312.915.37-0.673.910.63-
2020/111.265.0-5.113.93-1.893.270.75-
2020/101.247.88-12.8612.67-1.563.350.74-
2020/90.81-39.09-41.6911.46-0.213.490.74-
2020/81.33-0.9-3.1310.655.514.010.65-
2020/71.350.992.069.326.874.040.64-
2020/61.33-2.321.747.977.734.140.63-
2020/51.36-5.85.076.649.014.260.61-
2020/41.450.2110.35.2810.084.070.64-
2020/31.4422.814.03.8310.03.830.61-
2020/21.18-2.6110.872.387.713.670.64-
2020/11.21-5.84.81.214.83.820.61-
2019/121.28-3.483.615.482.60.0N/A-
2019/111.33-3.57-0.8414.22.520.0N/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)5013.646.72-34.386.35-21.5117.39-20.1637.541.6217.91-9.9119.42-7.213.12-27.943.01-32.213.38-25.88
2022 (9)440.010.2439.138.0931.3321.785.8836.9411.4719.8820.4120.9331.554.3327.734.4435.374.5639.45
2021 (8)440.07.36250.486.16197.5820.5733.8333.1424.8716.5190.2115.91161.253.39154.893.28190.273.27251.61
2020 (7)440.02.10-8.32.0719.6515.37-0.7126.5433.58.682.126.09-15.881.330.761.13-18.120.93-8.82
2019 (6)440.02.29-9.491.73-10.3615.482.5819.887.698.50-7.917.24-5.241.32-5.041.38-6.121.02-9.73
2018 (5)440.02.53-15.671.93-21.8615.099.9918.46-7.479.23-22.447.64-21.41.39-14.721.47-8.121.13-15.04
2017 (4)440.03.0036.362.4735.7113.7226.4519.95-6.1211.901.629.727.521.6328.351.626.981.3335.71
2016 (3)440.02.205.261.8215.1910.851.1221.2512.211.7120.979.044.031.2722.121.2615.60.985.38
2015 (2)440.02.0960.771.5881.6110.73-2.5418.9431.259.6879.938.6965.841.0476.271.0957.970.9360.34
2014 (1)440.01.3000.87011.0125.414.4305.3805.2400.5900.6900.580

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