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)816.586.580.06300.0250.0-0.0722.2236.360.03200.0110.340.16-30.4333.33-1.40-27.2732.69-41.70-42.3244.830.56371.16220.74-0.070.022.220.05266.67266.6730.10367.08218.9330.56371.16220.74-12.94-50.00-3.18
24Q2 (19)760.00.0-0.03-400.076.92-0.09-28.5747.06-0.03-400.088.00.234.55360.0-1.10-46.6762.71-29.30-9.6189.04-11.27-709.1994.25-0.07-16.6750.0-0.03070.0-11.27-709.1994.25-11.27-709.1994.2510.17-145.00-14.29
24Q1 (18)760.00.00.01110.0109.09-0.070.050.00.01102.63109.090.2215.79340.0-0.7530.5677.48-26.7326.5186.891.85104.68101.13-0.0614.2945.450100.0100.01.85104.68101.131.85104.68101.1337.06-20.0018.18
23Q4 (17)760.00.0-0.10-150.0-11.11-0.0736.36-16.67-0.38-31.035.00.1958.33533.33-1.0848.08-101.28-36.3751.8577.88-39.49-56.0383.03-0.0722.22-40.0-0.07-133.330.0-39.49-56.0383.03-39.49-56.0383.0399.16-40.3835.83
23Q3 (16)760.00.0-0.0469.2350.0-0.1135.29-22.22-0.29-16.06.450.12140.0-14.29-2.0829.4970.41-75.5471.74-33.06-25.3187.0945.57-0.0935.71-12.5-0.0370.050.0-25.3187.0945.57-25.3187.0945.5770.0025.536.93
23Q2 (15)760.0-33.33-0.13-18.18-85.71-0.17-21.43-70.0-0.25-127.27-66.670.050.0-28.57-2.9511.412.32-267.34-31.08-154.9-196.07-19.88-77.94-0.14-27.27-75.0-0.1-11.11-25.0-196.07-19.88-77.94-196.07-19.88-77.9433.34-20.20-77.38
23Q1 (14)760.0-33.33-0.11-22.22-37.5-0.14-133.33-27.27-0.1172.5-37.50.0566.67-75.0-3.33-103.9672.2-203.95-24.05-338.32-163.5629.73-251.36-0.11-120.0-22.22-0.09-28.570.0-163.5629.73-251.36-163.5629.73-251.36-5.95-17.36-50.00
22Q4 (13)760.0-33.33-0.09-12.5-114.29-0.0633.33-103.82-0.40-29.03-122.220.03-78.57-95.8984.091296.16-57.26-164.41-189.61-194.19-232.77-400.58-335.88-0.0537.5-103.94-0.07-16.67-109.72-232.77-400.58-335.88-232.77-400.58-335.8810.72-13.3921.66
22Q3 (12)76-33.33-33.33-0.08-14.2985.19-0.0910.040.0-0.31-106.6761.730.14100.0-81.58-7.03-132.78-132.01-56.7745.87-260.9-46.5057.841.8-0.080.033.33-0.0625.090.16-46.5057.841.8-46.5057.841.817.50-0.899.54
22Q2 (11)1140.00.0-0.0712.536.36-0.109.0916.67-0.15-87.546.430.07-65.0-88.52-3.0274.79-1538.1-104.88-125.4-567.18-110.19-136.71-456.8-0.0811.1120.0-0.0811.1133.33-110.19-136.71-456.8-110.19-136.71-456.8-68.80-50.10-48.96
22Q1 (10)1140.00.0-0.08-112.752.94-0.11-107.0147.62-0.0855.5652.940.2-72.6-39.39-11.98-106.0950.54-46.53-126.6611.2-46.55-147.1719.98-0.09-107.0947.06-0.09-112.552.63-46.55-147.1719.98-46.55-147.1719.98-38.2751.98519.83
21Q4 (9)1140.00.00.63216.67226.01.571146.671023.53-0.1877.7886.470.73-3.95135.48196.766593.732012.15174.561209.73467.1998.68223.5153.451.271158.33946.670.72218.03228.5798.68223.5153.4598.68223.5153.4510.32-87.12560.84
21Q3 (8)1140.00.0-0.54-390.91-315.38-0.15-25.021.05-0.81-189.292.410.7624.59162.07-3.03-1542.8679.55-15.73-0.0669.13-79.90-303.74-52.71-0.12-20.020.0-0.61-408.33-306.67-79.90-303.74-52.71-79.90-303.74-52.7154.72-177.818.93
21Q2 (7)1140.00.0-0.1135.2931.25-0.1242.8653.85-0.28-64.7160.00.6184.85221.050.21100.87100.73-15.7270.081.3-19.7965.9879.98-0.141.1837.5-0.1236.8436.84-19.7965.9873.46-19.7965.9879.9845.6550.649.66
21Q1 (6)1140.00.0-0.1766.068.52-0.21-23.5372.73-0.1787.2268.520.336.4526.92-24.22-135.37-5145.83-52.40-10.22-54.34-58.1768.4974.75-0.17-13.33-88.89-0.1966.0768.85-58.1768.49-99.42-58.1768.4974.756.68-109.31-6.50
20Q4 (5)1140.00.0-0.50-284.6259.35-0.1710.5389.31-1.33-60.2424.00.316.910.71-10.2930.5796.45-47.546.7185.98-184.62-252.8763.66-0.150.083.87-0.56-273.3360.0-184.62-252.8751.36-184.62-252.8763.66--0.00
20Q3 (4)1140.00.0-0.1318.750.0-0.1926.920.0-0.83-18.570.00.2952.630.0-14.8248.430.0-50.9639.370.0-52.3247.080.0-0.156.250.0-0.1521.050.0-52.3229.850.0-52.3247.080.0--0.00
20Q2 (3)1140.00.0-0.1670.370.0-0.2666.230.0-0.70-29.630.00.19-26.920.0-28.74-6087.50.0-84.05-147.570.0-98.8657.090.0-0.16-77.780.0-0.1968.850.0-74.58-155.670.0-98.8657.090.0--0.00
20Q1 (2)1140.00.0-0.5456.10.0-0.7751.570.0-0.5469.140.00.26-7.140.00.48100.170.0-33.9589.990.0-230.4154.640.0-0.0990.320.0-0.6156.430.0-29.1792.310.0-230.4154.640.0--0.00
19Q4 (1)1140.00.0-1.230.00.0-1.590.00.0-1.750.00.00.280.00.0-290.080.00.0-339.070.00.0-507.990.00.0-0.930.00.0-1.40.00.0-379.570.00.0-507.990.00.0--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)
2024/100.0960.7190.960.7159.360.18N/A本期營收與去年同期差異,主要係本期電子零組件材料交易量較去年同期多所致
2024/90.0527.693.10.61173.170.160.0本期營收與去年同期差異,主要係本期電子零組件材料交易量較去年同期多所致
2024/80.04-33.821.20.56224.680.220.0本期營收與去年同期差異,主要係本期電子零組件材料交易量較去年同期少所致。
2024/70.06-46.8162.530.51295.950.250.0本期營收與去年同期差異,主要係本期電子零組件材料交易量較去年同期多所致.
2024/60.1286.921175.050.45326.380.230.0本期營收與去年同期差異,主要係本期電子零組件材料交易量與價格較去年同期多所致.
2024/50.0625.63157.830.33244.220.190.0本期營收與去年同期差異,主要係本期電子零組件材料交易價格較去年同期高所致.
2024/40.05-28.82172.920.27273.960.20.0本期營收與去年同期差異,主要係本期電子零組件材料交易量較去年同期多所致.
2024/30.07-8.19249.60.22309.270.220.0本期營收與去年同期差異,主要係本期電子零組件材料交易量與價格較去年同期多所致.
2024/20.0812.83166.330.15346.310.220.0本期營收與去年同期差異,主要係本期電子零組件材料交易量與價格較去年同期多所致.
2024/10.07-10.761774.110.071774.110.210.0本期營收與去年同期差異,主要係本期電子零組件材料交易量與價格較去年同期多所致
2023/120.0819.85793.160.41-7.670.190.0本期營收與去年同期差異,主要係本期交易標的產品類別及規格不同於去年同期所致。
2023/110.0642.75430.170.33-23.550.160.0本期營收與去年同期差異,主要係本期交易標的產品類別及規格不同於去年同期所致。
2023/100.05-13.23439.520.27-36.560.140.0本期營收與去年同期差異,主要係本期交易標的產品類別及規格不同於去年同期所致。
2023/90.0525.35-0.530.22-46.150.120.0本期營收與去年同期差異,主要係本期交易標的市場價格較去年同期低,致使本期營收微幅減少。
2023/80.0471.65-49.060.17-52.720.070.0本期營收與去年同期差異,主要係交易標的規格不同,本期電子零組件材料交易量較去年同期少及單價低所致。
2023/70.02158.35314.60.13-53.780.060.0本期營收與去年同期差異,主要係本期電子零組件材料交易量較去年同期多所致.
2023/60.01-62.2-53.340.11-61.560.050.0本期營收與去年同期差異,主要係本期交易的電子零組件材料規格及價格不同,都較去年同期小所致.
2023/50.0232.99-38.240.1-62.210.060.0本期營收與去年同期差異,主要係本期交易的電子零組件材料規格及價格不同,都較去年同期小所致.
2023/40.02-8.8328.220.07-66.660.070.0本年累計營收較上期減少,主要係前一年度1月還有少量矽料買賣,本年度交易標的全為電子零件,因此營收有所差異。
2023/30.02-30.0637.70.05-73.510.050.0本年累計營收較上期減少,主要係前一年度1月還有少量矽料買賣,本年度交易標的全為電子零件,因此營收有所差異。
2023/20.03694.0-53.550.03-82.360.040.0本期銷售標的之DRAM電子零組件,與上期銷售標的之產品規格不同且單價較高,所以營收有所差異。
2023/10.0-57.47-97.020.0-97.020.020.0本期銷售標的為半導體產業之DRAM電子零組件,與上期銷售標的在產品數量與價格規模都較少,所以營收有所差異。
2022/120.01-28.85-93.040.44-81.790.030.0本期客戶因年關已近,以去化庫存為要,下單採購產品數量較少,因此營收有所差異
2022/110.0145.26-95.910.44-81.180.070.0本期電輔車零件較上期數量多,因此營收有所增加
2022/100.01-84.0-97.280.42-79.010.140.0本期營運標的為電輔車零件與上期電子零組件在產品規模及價格都不同,因此營收有所差異
2022/90.05-35.8-80.010.41-75.720.140.0本公司轉型營運電子材料零組件之買賣,本期交易量及價格小,致使營收較上期減少。
2022/80.081297.25-66.40.36-74.950.110.0本期客戶所需零組件因銷售需求量較多,致使營收較上期大幅成長。
2022/70.01-70.92-97.770.28-76.660.070.0本公司轉型營運電子材料零組件之買賣,本期交易量及價格小,致使營收較上期減少。
2022/60.02-49.96-92.320.28-70.820.070.0因矽料供應商去年底主動終止合約採購,本公司轉型營運半導體零組件之買賣,因交易量及價格均較矽料規模小,致營收較去年同期減少
2022/50.04176.12-78.570.26-62.60.070.0因矽料供應商去年底主動終止合約採購,本公司轉型營運半導體零組件之買賣,因交易量及價格均較矽料規模小,致營收較去年同期減少
2022/40.01-2.09-91.230.22-56.60.090.0因矽料供應商去年底主動終止後續合約採購事項,本公司轉型營運半導體零組件之買賣,本年度起始交易量小,致營收較去年同期減少。
2022/30.01-76.41-88.060.2-39.290.20.0因矽料供應商去年底主動終止後續合約採購事項,本公司轉型營運半導體零組件之買賣,本月起始交易量小,致營收較去年同期減少。
2022/20.06-49.1-40.330.19-10.050.310.0-
2022/10.12-0.6621.260.1221.260.540.0-
2021/120.12-58.2324.362.44133.210.730.0矽料市場價格上漲,致使營收較去年同期業績大幅成長。
2021/110.3-3.44193.762.31144.70.870.0矽料市場價格上漲,致使營收較去年同期業績大幅成長。
2021/100.3117.81195.532.02138.820.810.0本月矽料市場價格上漲,致使營收較去年同期業績大幅成長。
2021/90.267.91149.821.71130.840.760.0本月矽料市場價格上漲,致使營收較去年同期業績大幅成長。
2021/80.24-7.4114.91.45127.710.760.0本月矽料價格仍維持一定的行情,預期矽料價格將持續盤旋在高點部位,致使營收較去年同期業績大幅成長。
2021/70.260.28276.471.21130.470.710.0本月份矽料報價持續向上走穩,致使營收較去年同期業績大幅成長
2021/60.2639.6324.410.94108.10.610.0本月份矽料報價持續向上走穩,致使營收較去年同期業績大幅成長
2021/50.1912.96199.130.6874.20.480.0由於多晶矽原料供不應求,加上晶片製造商擔憂缺料的預期心態下,五月份現貨價格持續上漲,因此營收較去年同期業績大幅成長。
2021/40.1733.32154.910.550.540.390.0由於多晶矽原料供不應求,加上晶片製造商擔憂缺料的預期心態下,四月份現貨價格持續上漲,因此營收較去年同期業績大幅成長。
2021/30.1217.938.690.3324.970.330.0-
2021/20.113.4519.560.2117.970.310.0-
2021/10.11.8616.380.116.380.30.0-
2020/120.1-1.3511.931.05-27.630.310.0-
2020/110.1-2.869.360.95-30.230.310.0-
2020/100.1-0.4111.410.84-33.130.320.0-
2020/90.1-7.176.560.74-36.690.290.0-
2020/80.1162.214.730.64-40.660.240.0-
2020/70.0713.05-29.80.52-46.250.190.0-
2020/60.06-1.6-51.50.45-48.110.190.0受新冠肺炎疫情影響,供應鏈庫存大幅上升,部分廠商降價求現,造成本公司營收下滑。
2020/50.06-3.73-56.090.39-47.540.220.0受新冠肺炎疫情影響,供應鏈庫存大幅上升,部分廠商降價求現,造成本公司營收下滑。
2020/40.06-27.46-30.230.33-45.530.240.0-
2020/30.091.64-12.70.26-48.30.260.0-
2020/20.090.69-56.320.18-57.20.260.0因太陽能產業鏈需求與價格持續低迷,本公司大幅減少出貨,避免落入販售越多虧損越多的窘境,營收因此下滑。
2020/10.09-2.03-58.060.09-58.060.270.0因太陽能產業鏈需求與價格持續低迷,本公司大幅減少出貨,避免落入販售越多虧損越多的窘境,營收因此下滑。
2019/120.09-3.62-55.991.44-72.360.0N/A因太陽能產業鏈需求與價格持續低迷,本公司大幅減少出貨,避免落入販售越多虧損越多的窘境,營收因此下滑。
2019/110.09-1.03-69.431.36-73.020.0N/A因太陽能產業鏈需求與價格持續低迷,本公司大幅減少出貨,避免落入販售越多虧損越多的窘境,營收因此下滑。
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)760.0-0.380-0.4900.41-6.82-1.900-99.020-71.640-0.410-0.290-0.290
2022 (9)76-33.33-0.400-0.3700.44-81.97-2.620-67.280-69.440-0.30-0.310-0.310
2021 (8)1140.0-0.1801.0902.44132.3854.67036.210-8.4200.880-0.210-0.210
2020 (7)1140.0-1.330-0.7801.05-16.67-20.920-60.420-144.440-0.630-1.510-1.510
2019 (6)114-67.43-1.750-2.7501.26-75.91-80.050-120.410-158.320-1.510-1.270-1.990
2018 (5)3500.0-5.280-10.6305.23-44.89-152.370-163.810-353.430-8.560-18.420-18.470
2017 (4)3500.0-1.980-8.5209.49-30.78-65.490-72.530-72.820-6.880-6.890-6.910
2016 (3)3500.29-2.100-9.11013.71-12.95-33.240-38.960-53.510-5.340-5.30-7.340
2015 (2)3490.87-1.730-7.56015.75-15.05-28.870-33.830-38.340-5.330-5.250-6.040
2014 (1)34633.59-1.550-6.69018.5483.38-21.470-26.120-28.970-4.840-4.80-5.370

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