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)1674-0.3-0.31.2267.1228.422.0111.6726.423.1164.5524.42590.6924.5738.283.25-13.1-10.961.50-15.73-5.060.800.0-8.0538.835.0631.0120.4225.228.270.99-10.81-1.980.800.0-8.0519.4515.039.09
24Q2 (19)16790.00.00.73-37.07-35.961.806.51153.521.8962.9321.942079.7414.3332.733.740.27-3.611.78-0.5613.380.80-25.93-46.3136.9613.6549.8816.31-16.32-29.611.11-14.62-51.740.80-25.93-46.316.84-40.787.07
24Q1 (18)16790.00.01.16-44.5182.931.697.6460.951.16-74.73182.931819.04-0.6525.663.73-0.27-3.871.798.4833.581.08-44.33125.032.527.5867.5419.49-44.55184.531.30-39.25116.671.08-44.33125.0-1.4637.753.19
23Q4 (17)16790.00.02.09120.0148.811.57-1.26-8.724.5983.6-23.751830.9-2.283.743.742.470.01.654.43-7.31.94122.99142.530.231.99-3.9135.15120.79149.292.14111.88125.261.94122.99142.58.6451.6661.34
23Q3 (16)16790.00.00.95-16.67-42.071.59123.94-12.642.5061.29-51.741873.5519.57-1.33.65-5.93-3.181.580.64-15.510.87-41.61-40.4129.6420.19-16.6915.92-31.29-42.361.01-56.09-41.280.87-41.61-40.4113.9180.6945.78
23Q2 (15)16790.00.01.14178.05-23.490.71-32.38-61.411.55278.05-56.211566.98.25-21.283.880.00.01.5717.16-17.371.49210.422.0524.6627.05-34.6823.17238.25-20.022.30283.3327.071.49210.422.05-4.8763.43-35.67
23Q1 (14)16790.00.00.41-51.19-80.01.05-38.95-49.760.41-93.19-80.01447.54-17.98-31.033.883.740.521.34-24.72-33.330.48-40.0-71.0819.41-38.3-54.06.85-51.42-80.110.60-36.84-69.850.48-40.0-71.08-12.50-49.98-22.22
22Q4 (13)16790.00.00.84-48.78-47.831.72-5.498.866.0216.22-8.931764.88-7.02-11.463.74-0.83.891.78-4.818.540.80-45.21-41.6131.46-11.58-3.9714.1-48.95-47.870.95-44.77-43.110.80-45.21-41.61-5.83-19.36-3.29
22Q3 (12)16790.00.01.6410.07-13.681.82-1.09-5.215.1846.333.61898.23-4.64-5.983.77-2.84-4.071.87-1.58-3.111.460.0-8.7535.58-5.75-8.7727.62-4.66-13.281.72-4.97-10.421.460.0-8.75-4.89-8.62-6.53
22Q2 (11)16790.00.01.49-27.32-10.241.84-11.968.243.5472.6814.191990.56-5.15-0.583.880.52-3.241.90-5.474.41.46-12.05-9.8837.75-10.553.6528.97-15.88-9.131.81-9.05-9.051.46-12.05-9.880.060.0010.16
22Q1 (10)16790.00.02.0527.3342.362.0932.2844.142.05-68.9942.362098.655.2818.493.867.224.042.0122.5618.931.6621.1719.4242.228.8241.3334.4427.3242.371.9919.1618.451.6621.1719.422.016.037.29
21Q4 (9)16790.00.01.61-15.2629.841.58-17.7125.46.6132.238.571993.42-1.2625.343.60-8.40.01.64-15.033.141.37-14.373.0132.76-16.029.7427.05-15.0729.611.67-13.026.371.37-14.373.01-0.22-0.40-2.39
21Q3 (8)16790.00.01.9014.4641.791.9212.9445.455.0061.2941.642018.90.8318.773.93-2.08.561.936.0419.141.60-1.2319.439.07.0841.3631.85-0.0941.121.92-3.5216.361.60-1.2319.46.9414.8715.09
21Q2 (7)16790.0-5.781.6615.2839.51.7017.2433.863.10115.2842.22002.2613.0533.654.018.092.041.827.695.811.6216.5513.2936.4221.9741.4931.8831.7950.381.9918.4515.71.6216.5513.2912.2115.7016.16
21Q1 (6)16790.00.01.4416.1345.451.4515.0831.821.44-69.8145.451771.1511.3635.163.713.06-7.711.696.291.21.394.519.4529.8618.2636.2824.1915.9145.811.687.019.81.394.519.452.464.335.27
20Q4 (5)16790.00.01.24-7.4620.391.26-4.55-0.794.7735.1324.221590.44-6.449.13.60-0.55-9.321.59-1.85-8.091.33-0.7510.8325.25-8.480.420.87-7.5320.291.57-4.858.281.33-0.7510.83--0.00
20Q3 (4)1679-5.780.01.3412.610.01.323.940.03.5361.930.01699.8713.470.03.62-7.890.01.62-5.810.01.34-6.290.027.597.190.022.576.460.01.65-4.070.01.34-6.290.0--0.00
20Q2 (3)17826.130.01.1920.20.01.2715.450.02.18120.20.01498.1114.320.03.93-2.240.01.722.990.01.4312.60.025.7417.480.021.227.790.01.7212.420.01.4312.60.0--0.00
20Q1 (2)16790.00.00.99-3.880.01.10-13.390.00.99-74.220.01310.45-10.10.04.021.260.01.67-3.470.01.275.830.021.91-12.880.016.59-4.380.01.535.520.01.275.830.0--0.00
19Q4 (1)16790.00.01.030.00.01.270.00.03.840.00.01457.730.00.03.970.00.01.730.00.01.200.00.025.150.00.017.350.00.01.450.00.01.200.00.0--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)
2024/11732.45-2.1216.857970.2529.772537.55N/A-
2024/10748.35-29.1819.417237.831.242653.57N/A-
2024/91056.7524.5448.996489.4532.762590.680.51-
2024/8848.4823.7834.175432.7130.02257.90.59-
2024/7685.46-5.3128.854584.2329.262082.360.63-
2024/6723.977.5830.343898.7729.332079.730.62-
2024/5672.94-1.4425.243174.829.12057.690.63-
2024/4682.83-2.7144.02501.8730.181864.120.69-
2024/3701.9246.4226.711819.0425.661819.040.67-
2024/2479.37-24.835.831117.1125.011697.490.72-
2024/1637.759.8844.73637.7544.731844.940.66-
2023/12580.37-7.410.396721.83-13.291833.850.56-
2023/11626.820.028.696141.45-14.391962.710.53-
2023/10626.66-11.642.715514.63-16.411968.250.53-
2023/9709.2312.150.984887.98-18.361873.550.58-
2023/8632.3618.87-3.194178.74-20.931719.720.63-
2023/7531.95-4.22-1.973546.38-23.431624.670.67-
2023/6555.413.36-18.663014.43-26.281566.890.64-
2023/5537.3113.31-19.762459.02-27.811565.440.64-
2023/4474.17-14.4-25.681921.71-29.781481.060.67-
2023/3553.9522.3-30.791447.53-31.021447.530.71-
2023/2452.942.78-25.9893.58-31.161480.40.7-
2023/1440.65-24.9-35.85440.65-35.851604.160.64-
2022/12586.811.75-16.737761.05-0.311773.620.63-
2022/11576.7-5.47-16.817174.241.311889.110.59-
2022/10610.11-13.122.466597.543.281965.670.57-
2022/9702.37.5-4.935987.433.361898.220.72-
2022/8653.2620.38-5.115285.134.581878.770.73-
2022/7542.66-20.52-8.284631.876.111895.140.73-
2022/6682.851.970.764089.218.361990.560.6-
2022/5669.634.941.323406.3610.032108.170.56-
2022/4638.08-20.28-3.862736.7312.392049.80.58-
2022/3800.4630.9517.542098.6518.492098.650.47-
2022/2611.27-11.0128.191298.1919.082003.280.5-
2022/1686.92-2.5712.0686.9212.02085.270.48-
2021/12705.091.728.967786.0927.661993.80.43-
2021/11693.2516.4228.817081.027.532027.470.43-
2021/10595.46-19.3917.786387.7527.392022.670.43-
2021/9738.767.326.655792.2928.472018.890.45-
2021/8688.4516.3526.665053.5328.741957.810.47-
2021/7591.68-12.683.244365.0829.081930.220.47-
2021/6677.682.5443.133773.434.352002.260.39-
2021/5660.85-0.4341.483095.7232.572005.580.39-
2021/4663.73-2.5319.042434.8730.341821.550.43-
2021/3681.042.8226.051771.1435.151771.140.41-
2021/2476.82-22.2527.481090.1441.531640.10.44-
2021/1613.3111.5154.8613.3154.81701.440.43半導體晶片及相關電子零組件需求強勁、下游廠商照常開工,帶動營收成長。
2020/12549.962.1917.36102.0915.651593.670.36-
2020/11538.176.457.115552.1215.471626.980.35-
2020/10505.54-13.323.755013.9516.451632.340.35-
2020/9583.287.3122.04508.4218.071699.870.33-
2020/8543.53-5.1515.73925.1417.511590.060.36-
2020/7573.0721.0324.473381.6117.81513.620.37-
2020/6473.471.3613.322808.5516.531498.10.47-
2020/5467.09-16.220.782335.0817.21564.880.45-
2020/4557.543.235.811867.9922.181471.810.48-
2020/3540.2544.4432.631310.4417.171310.440.62-
2020/2374.02-5.5926.29770.28.321239.040.66-
2020/1396.17-15.49-4.5396.17-4.50.0N/A-
2019/12468.85-6.6716.235276.77-3.20.0N/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)16790.04.59-23.754.91-34.276718.88-13.333.78-1.051.55-18.421.22-10.29103.95-29.29102.82-19.181.09-22.86
2022 (9)16790.06.02-8.797.4712.337752.32-0.433.820.261.907.341.36-9.33147.06.49127.1-10.34105.12-8.57
2021 (8)16790.06.6038.366.6534.347785.7327.663.810.791.777.271.5011.94138.0437.35141.7543.36114.9741.54
2020 (7)16790.04.7724.224.953.776098.8615.63.78-11.061.65-10.331.348.94100.53.4798.8820.7681.2325.88
2019 (6)1679-4.933.84-9.04.77-9.665276.01-3.224.25-1.851.84-5.151.23-10.8797.13-8.1781.88-11.0164.53-13.52
2018 (5)1766-0.954.225.245.285.395451.282.374.334.091.943.741.380.0105.776.2792.013.6174.622.11
2017 (4)17836.644.0135.475.0127.165325.1-0.824.16-1.191.8725.51.3838.099.5324.7988.832.7873.0837.55
2016 (3)16720.972.96-2.633.94-2.235369.194.154.211.21.49-9.151.00-4.7679.76-5.8866.88-6.553.13-1.97
2015 (2)16560.03.04-10.324.031.515155.3613.944.16-8.171.64-6.821.05-17.9784.746.771.530.6554.2-6.7
2014 (1)16560.03.3918.123.9726.844524.7211.384.5301.7601.28079.4226.2871.0722.4158.0922.14

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