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)1601.271.270.33266.67-23.260.46258.62342.111.1938.37-24.29.989.3136.5330.0335.884.788.86284.2435.615.28245.1-43.230.88300.0563.160.53278.57-22.066.90292.05-35.875.28245.1-43.2312.0089.18-32.23
24Q2 (19)1580.00.00.09-88.31-89.29-0.29-323.08-158.00.8611.69-24.569.1314.7-6.6522.10-36.44-31.28-4.81-166.34-141.321.53-90.03-88.77-0.44-175.86-138.60.14-88.52-89.471.76-91.19-89.711.53-90.03-88.771.33173.23-157.38
24Q1 (18)1580.00.00.77434.78156.670.138.33-45.830.77-42.54156.677.96-12.04-9.8534.7710.1421.877.25525.035.7715.34482.54182.50.58480.023.41.22438.89154.1719.98499.6217.1415.34482.54182.55.88140.6485.75
23Q4 (17)1580.00.0-0.23-153.4928.120.12163.16209.091.34-14.65644.449.0523.80.2231.5710.1511.361.16143.94187.88-4.01-143.1228.390.1152.63183.33-0.36-152.9429.41-5.00-146.470.6-4.01-143.1228.39-0.73-101.1512.58
23Q3 (16)1580.00.00.43-48.81-4.44-0.19-138.0-533.331.5737.72214.07.31-25.26-40.1828.66-10.8836.15-2.64-122.68-185.719.30-31.7260.34-0.19-116.67-150.00.68-48.87-4.2310.76-37.0816.589.30-31.7260.34-7.2565.59-14.84
23Q2 (15)1580.00.00.84180.0660.00.50108.33327.271.14280.02180.09.7810.7650.9332.1612.7242.3611.64117.98320.4513.62150.83468.111.14142.55435.291.33177.08654.1717.10171.43577.6513.62150.83468.114.28186.88213.25
23Q1 (14)1580.00.00.30193.7542.860.24318.18241.180.3066.6742.868.83-2.2113.7928.530.6320.535.34504.55293.485.43196.9629.590.47491.67323.810.48194.1245.456.30225.2525.755.43196.9629.59-14.1611.3225.75
22Q4 (13)1580.00.0-0.32-171.11-300.0-0.11-266.67-375.00.18-64.0-50.09.03-26.1-14.1628.3534.6840.35-1.32-142.86-980.0-5.60-196.55-333.33-0.12-131.58-700.0-0.51-171.83-304.0-5.03-154.5-374.86-5.60-196.55-333.3331.24114.44-90.16
22Q3 (12)1580.00.00.45400.0246.15-0.0386.36-200.00.50900.0150.012.2288.5817.6121.05-6.82-0.333.08158.33135.115.80256.76202.080.38211.76171.430.71395.83255.09.23357.82239.345.80256.76202.0836.05114.2828.48
22Q2 (11)1580.00.0-0.15-171.43-188.24-0.22-29.41-320.00.05-76.19-28.576.48-16.49-31.8622.59-4.563.48-5.28-91.3-442.86-3.70-188.31-232.62-0.34-61.9-326.67-0.24-172.73-188.89-3.58-171.46-235.09-3.70-188.31-232.62-21.36-70.09-277.20
22Q1 (10)1580.00.00.2131.25310.0-0.17-525.0-112.50.21-41.67310.07.76-26.243.0523.6717.182.91-2.76-1940.014.294.1974.58309.5-0.21-1150.012.50.3332.0320.05.01173.77243.144.1974.58309.5-12.4927.16-245.84
21Q4 (9)1580.00.00.1623.0814.290.0433.33111.760.3680.0260.010.521.2557.2520.20-4.363.540.15-88.55101.942.4025.0-27.490.02-85.71103.850.2525.013.641.83-32.72-49.312.4025.0-27.495.25-0.23-18.34
21Q3 (8)1580.00.00.13-23.53533.330.03-70.0137.50.20185.71600.010.399.2546.5421.12-3.25-7.851.31-14.94181.371.92-31.18414.750.14-6.67227.270.2-25.93600.02.722.64977.421.92-31.18414.7517.77123.2377.50
21Q2 (7)1580.0-5.390.17270.0440.00.10225.0242.860.07170.0800.09.5126.2922.2421.83-5.0918.191.54147.83127.072.79239.5358.330.15162.5134.090.27280.0437.52.65175.71151.662.79239.5358.3319.4349.28150.74
21Q1 (6)1580.00.0-0.10-171.43-350.0-0.0876.4761.9-0.10-200.0-350.07.5312.5654.9423.0017.89-14.31-3.2258.447.39-2.00-160.42-256.25-0.2453.8520.0-0.15-168.18-350.0-3.50-196.95-265.09-2.00-160.42-256.253.46197.62-124.27
20Q4 (5)1580.00.00.14566.67-17.65-0.34-325.0-209.680.10350.0-16.676.69-5.64-33.8919.51-14.88-33.53-7.74-380.75-223.843.31642.6227.31-0.52-372.73-182.540.22650.0-15.383.611264.52-6.963.31642.6227.31--0.00
20Q3 (4)158-5.390.0-0.0340.00.0-0.08-14.290.0-0.04-300.00.07.09-8.870.022.9224.090.0-1.6171.70.0-0.6143.520.0-0.1175.00.0-0.0450.00.0-0.3193.960.0-0.6143.520.0--0.00
20Q2 (3)1675.70.0-0.05-225.00.0-0.0766.670.0-0.01-125.00.07.7860.080.018.47-31.180.0-5.697.030.0-1.08-184.380.0-0.44-46.670.0-0.08-233.330.0-5.13-341.980.0-1.08-184.380.0--0.00
20Q1 (2)1580.00.00.04-76.470.0-0.21-167.740.00.04-66.670.04.86-51.980.026.84-8.550.0-6.12-197.920.01.28-50.770.0-0.3-147.620.00.06-76.920.02.12-45.360.01.28-50.770.0--0.00
19Q4 (1)1580.00.00.170.00.00.310.00.00.120.00.010.120.00.029.350.00.06.250.00.02.600.00.00.630.00.00.260.00.03.880.00.02.600.00.0--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)
2024/113.7979.8241.032.980.259.69N/A-
2024/102.11-44.35-50.7329.19-3.379.05N/A依客戶訂單交期安排,本月出貨量較去年同期少。
2024/93.7920.1625.2827.084.449.981.31-
2024/83.153.5742.6823.291.699.621.36-
2024/73.04-11.0146.4520.14-2.688.721.5-
2024/63.4251.841.3417.09-8.169.131.39-
2024/52.25-34.88-49.0813.67-15.569.841.29-
2024/43.46-16.0617.7611.42-2.968.841.44-
2024/34.12226.7641.367.96-9.857.961.62-
2024/21.26-51.03-51.263.84-35.15.922.18依客戶訂單交期安排,本月出貨量較去年同期少。
2024/12.5823.61-22.532.58-22.537.351.76-
2023/122.08-22.45-37.0134.98-1.299.051.37-
2023/112.69-37.178.6232.892.389.991.24-
2023/104.2841.4933.7830.21.869.511.3-
2023/93.0236.85-41.4725.93-1.997.311.69-
2023/82.216.31-36.0222.97.586.711.84-
2023/72.08-14.11-42.2420.6916.038.921.39-
2023/62.42-45.31-28.8718.6130.769.781.13-
2023/54.4350.6100.6616.249.510.281.08依客戶訂單交期安排,本月出貨量較去年同期多。
2023/42.940.75239.3311.7736.428.441.31去年4月因大陸清零政策啟動封控,昆山子公司停工造成產值減少,於去年5月復工後整體營收影響有限。
2023/32.9212.64-12.548.8313.788.831.35-
2023/22.59-22.1637.825.9233.629.221.29-
2023/13.330.530.533.3330.539.111.31-
2022/123.3133.75-16.2335.44-6.648.981.3-
2022/112.47-22.62-27.9232.13-5.5210.841.08-
2022/103.2-38.12.0929.65-3.0111.820.99-
2022/95.1749.59100.6326.45-3.5912.220.88依客戶訂單安排于本月出貨量較去年同期多。
2022/83.45-4.02-21.721.29-14.3910.451.02-
2022/73.65.765.617.83-12.819.211.16-
2022/63.454.2716.214.23-16.496.471.91-
2022/52.21154.68-41.6310.83-23.276.411.93-
2022/40.87-74.03-69.158.63-16.576.082.03本月因大陸清零政策啟動封控,4月昆山子公司停工造成產值減少,已於5/7正式復工,預計第二季整體營收影響有限。
2022/33.3377.51-17.637.763.027.761.38-
2022/21.88-26.2860.744.4327.028.381.28依客戶訂單安排出貨
2022/12.55-35.510.02.5510.09.931.08-
2021/123.9515.0860.9137.9643.3810.520.92依客戶訂單安排出貨
2021/113.439.639.934.0141.599.141.06-
2021/103.1321.6371.7330.5741.7910.120.96依客戶訂單安排出貨
2021/92.58-41.6214.7227.4439.0210.391.06-
2021/84.4129.46124.0924.8742.1410.751.02依客戶訂單安排出貨
2021/73.4116.3718.2520.4531.7410.111.09-
2021/62.93-22.520.8117.0534.829.511.15-
2021/53.7834.652.6314.1238.1410.631.03係依客戶出貨日期安排出貨
2021/42.81-30.67-2.5710.3433.518.021.37-
2021/34.05246.45117.787.5354.897.531.36出貨係以客戶訂單交期安排出貨
2021/21.17-49.55-5.783.4915.985.941.73-
2021/12.32-5.6631.282.3231.287.231.42-
2020/122.460.06-36.6126.47-20.636.731.51-
2020/112.4534.54-23.0124.02-18.536.521.56-
2020/101.82-18.74-35.7521.56-17.996.041.69-
2020/92.2414.02-27.7319.74-15.847.091.4-
2020/81.97-31.67-29.0517.49-14.037.271.37-
2020/72.8818.880.0115.53-11.657.781.28-
2020/62.42-2.0915.1712.64-13.947.781.35-
2020/52.48-14.07-34.010.22-18.817.221.46-
2020/42.8854.9746.17.74-12.365.981.76-
2020/31.8649.8828.864.86-29.164.862.4-
2020/21.24-29.7-32.323.0-44.596.881.69-
2020/11.76-54.45-50.851.76-50.850.0N/A出貨係以客戶訂單交期安排出貨
2019/123.8721.5318.9633.36-14.520.0N/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)1580.01.34644.440.68034.98-1.4430.3627.784.3506.09651.851.5202.56208.432.13634.48
2022 (9)1580.00.18-50.0-0.53035.49-6.5123.7610.92-0.8400.81-45.64-0.300.8380.430.29-49.12
2021 (8)1580.00.36260.00.10037.9643.6821.42-0.230.1401.49152.540.0500.4600.57256.25
2020 (7)1580.00.10-16.67-0.71026.42-21.321.47-18.95-5.1900.597.27-1.370-0.0800.16-15.79
2019 (6)1580.00.12-80.00.18-57.1433.57-13.9726.49-0.531.12-47.170.55-77.370.38-54.220.28-74.550.19-80.0
2018 (5)1580.00.6030.430.4213.5139.02-2.6226.6314.392.1227.712.4334.250.8323.881.139.240.9531.94
2017 (4)1580.00.46-56.190.37-52.5640.07-4.3223.28-19.471.66-63.361.81-54.520.67-64.740.79-66.380.72-57.4
2016 (3)1580.641.0587.50.78129.4141.8821.4328.9111.364.5366.543.9859.21.9102.132.3583.591.6989.89
2015 (2)1576.80.56-55.910.34-59.5234.49-13.9725.961.492.72-42.982.50-46.240.94-50.791.28-47.540.89-52.41
2014 (1)1475.01.27-9.290.84-10.6440.09-1.9625.5804.7704.6501.91-14.352.44-8.961.87-4.59

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。