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)67-1.47-1.470.57216.671525.00.2742.11164.290.601900.0211.113.9513.8326.216.65-1.42464.416.9844.51175.959.72176.921204.550.2864.71196.550.38216.671366.6712.16170.821236.459.72176.921204.5517.58218.3389.68
24Q2 (19)680.00.00.18220.0212.50.19137.25141.30.03120.0106.03.4721.3315.2816.893738.64968.994.83136.56143.43.51197.77198.870.17144.74150.00.12220.0209.094.49195.94201.583.51197.77198.878.65147.0716.62
24Q1 (18)680.00.0-0.1574.1455.88-0.51-104.0-131.82-0.1586.6155.882.86-4.03-0.690.44-90.64-89.6-13.21-49.94-74.74-3.5972.9355.12-0.38-46.15-72.73-0.174.3656.52-4.6871.3154.65-3.5972.9355.12-4.41-637.93-31.76
23Q4 (17)680.00.0-0.58-1350.0-287.1-0.2540.48-213.64-1.12-107.41-162.222.98-4.79-9.154.7059.32-69.54-8.814.13-255.11-13.26-1406.82-306.86-0.2610.34-236.84-0.39-1200.0-285.71-16.31-1424.3-316.31-13.26-1406.82-306.86-0.40-637.5024.59
23Q3 (16)680.00.0-0.0475.0-105.33-0.428.7-450.0-0.54-8.0-136.243.133.99-20.762.9586.71-80.03-9.1917.43-275.38-0.8875.21-106.86-0.2914.71-238.1-0.0372.73-105.88-1.0775.79-106.67-0.8875.21-106.864.2563.97-50.20
23Q2 (15)680.00.0-0.1652.94-134.04-0.46-109.09-270.37-0.50-47.06-167.573.014.51-11.991.58-62.65-91.84-11.13-47.22-246.83-3.5555.62-138.21-0.34-54.55-230.77-0.1152.17-134.38-4.4257.17-138.07-3.5555.62-138.21-3.84-78.37-154.55
23Q1 (14)680.00.0-0.34-209.68-225.93-0.22-200.0-2300.0-0.34-118.89-225.932.88-12.2-5.264.23-72.59-66.56-7.56-233.1-560.98-8.00-224.8-231.36-0.22-215.79-540.0-0.23-209.52-221.05-10.32-236.87-235.43-8.00-224.8-231.36-14.58-134.18-58.34
22Q4 (13)680.00.00.31-58.6763.160.2283.33-8.331.8020.8103.28-16.969.715.434.47-15.415.688.4-10.276.41-50.0450.120.19-9.520.00.21-58.8261.547.54-52.9942.266.41-50.0450.12-0.730.4513.88
22Q3 (12)680.00.00.7559.57127.270.12-55.5620.01.49101.35884.213.9515.542.614.77-23.75-4.715.24-30.8798.4812.8338.1157.810.21-19.23200.00.5159.38121.7416.0438.1689.3712.8338.1157.8114.0066.821272.22
22Q2 (11)680.00.00.4774.07883.330.272600.0370.00.74174.07242.313.4212.526.6719.3753.1244.557.58362.2258.259.2952.55723.490.26420.0300.00.3268.42900.011.6152.36409.69.2952.55723.497.0858.091252.09
22Q1 (10)680.00.00.2742.11158.70.01-95.83101.640.270158.73.041.6741.412.65-30.65461.431.64-74.09106.846.0942.62141.970.05-73.68109.620.1946.15161.297.6243.77139.226.0942.62141.974.80-0.1622.09
21Q4 (9)680.00.00.19-42.42205.560.24140.0139.340.00100.0100.02.997.9467.9818.2417.681157.936.33139.77124.534.27-47.48163.260.19171.43141.30.13-43.48208.335.30-37.43155.914.27-47.48163.265.27303.79170.00
21Q3 (8)680.00.00.33650.0170.210.10200.0118.52-0.1963.4680.02.772.5948.9215.5015.67522.342.64155.11109.858.13645.64147.570.07153.85114.00.23675.0171.888.47325.87134.538.13645.64147.5714.08368.48141.81
21Q2 (7)680.0-1.45-0.0686.9683.78-0.1083.6170.59-0.52-13.04-8.332.725.5818.9413.40482.865460.0-4.7980.0375.54-1.4989.7386.71-0.1375.071.11-0.0487.184.0-3.7580.781.61-1.4989.7386.7123.18-34.3041.80
21Q1 (6)680.0-1.45-0.46-155.56-318.18-0.610.0-190.48-0.4659.29-318.182.1520.79-30.65-3.50-341.38-135.18-23.987.09-364.73-14.51-114.96-480.4-0.52-13.04-225.0-0.31-158.33-287.5-19.43-104.96-492.38-14.51-114.96-480.48.24-46.93-6.48
20Q4 (5)680.0-1.45-0.1861.7-238.46-0.61-12.96-256.41-1.13-18.95-210.781.78-4.3-54.481.45139.51-92.67-25.813.69-454.05-6.7560.5-402.69-0.468.0-264.29-0.1262.5-233.33-9.4861.35-420.27-6.7560.5-402.69--0.00
20Q3 (4)68-1.450.0-0.47-27.030.0-0.54-58.820.0-0.95-97.920.01.86-18.060.0-3.67-1368.00.0-26.80-36.870.0-17.09-52.450.0-0.5-11.110.0-0.32-28.00.0-24.53-20.30.0-17.09-52.450.0--0.00
20Q2 (3)690.00.0-0.37-236.360.0-0.34-61.90.0-0.48-336.360.02.27-26.770.0-0.25-102.510.0-19.58-279.460.0-11.21-348.40.0-0.45-181.250.0-0.25-212.50.0-20.39-521.650.0-11.21-348.40.0--0.00
20Q1 (2)690.00.0-0.11-184.620.0-0.21-153.850.0-0.11-110.780.03.1-20.720.09.95-49.670.0-5.16-170.780.0-2.50-212.110.0-0.16-157.140.0-0.08-188.890.0-3.28-210.810.0-2.50-212.110.0--0.00
19Q4 (1)690.00.00.130.00.00.390.00.01.020.00.03.910.00.019.770.00.07.290.00.02.230.00.00.280.00.00.090.00.02.960.00.02.230.00.0--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)
2024/111.415.9749.4312.8816.574.11N/A-
2024/101.21-19.5510.9811.4813.523.96N/A-
2024/91.520.3341.1210.2713.833.951.03-
2024/81.254.5822.298.7710.183.721.1-
2024/71.19-6.3414.347.528.43.691.11-
2024/61.274.369.86.327.343.471.15-
2024/51.2225.7818.965.056.743.421.17-
2024/40.97-21.0717.583.833.352.841.41-
2024/31.2393.1915.542.86-0.732.861.42-
2024/20.64-35.56-41.311.63-10.292.571.58-
2024/10.994.1936.030.9936.032.881.41-
2023/120.951.13-5.0412.0-12.342.981.31-
2023/110.94-13.86-27.1611.05-12.923.091.26-
2023/101.092.2910.1710.11-11.313.171.23-
2023/91.064.27-26.379.02-13.353.131.21-
2023/81.02-2.21-25.67.96-11.253.231.17-
2023/71.04-10.06-7.966.94-8.653.231.17-
2023/61.1613.06-2.695.89-8.773.011.29-
2023/51.0324.32-8.284.73-10.152.921.34-
2023/40.83-22.44-25.243.7-10.662.981.31-
2023/31.07-1.88-13.692.88-5.362.881.41-
2023/21.0949.3857.261.810.322.811.44主係部份航太營業收入增加及今年2月工作日較去年2月增加所致。
2023/10.73-27.26-34.880.73-34.883.011.35-
2022/121.0-22.420.1913.6929.13.281.18-
2022/111.2930.2835.112.6932.13.721.04-
2022/100.99-31.64-4.7611.431.773.811.02-
2022/91.455.3650.3410.4136.753.950.96主係半導體相關營業收入增加及航太營業收入增加所致。
2022/81.3720.9756.178.9734.783.71.03主係半導體相關營業收入增加及部份航太營業收入增加所致。
2022/71.13-4.9222.17.5931.533.451.1-
2022/61.196.5716.416.4633.333.421.14-
2022/51.121.3322.85.2737.883.461.12-
2022/41.1-10.4745.54.1542.613.031.28-
2022/31.2378.7969.013.0441.593.041.2主係半導體相關營業收入增加及部份航太營業收入增加所致。
2022/20.69-38.15-9.291.8127.462.81.31-
2022/11.1211.9270.081.1270.083.071.19主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/121.04.5962.4110.617.472.991.22主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/110.95-8.1549.179.614.192.951.24-
2021/101.047.995.368.6511.322.881.27主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/90.969.4553.037.615.152.771.29主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/80.88-5.4159.356.650.62.831.26主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/70.93-9.3536.065.77-4.742.871.25-
2021/61.0312.4252.574.84-9.922.71.24主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/50.9120.0646.583.82-18.852.41.39-
2021/40.763.99-22.562.91-28.812.251.48-
2021/30.73-4.04-39.992.15-30.792.151.68-
2021/20.7615.97-16.411.42-24.852.031.77-
2021/10.666.87-32.740.66-32.741.911.89-
2020/120.61-3.92-53.499.02-43.121.782.1主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/110.6420.28-49.258.41-42.181.82.08-
2020/100.53-15.47-59.937.77-41.511.712.19主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/90.6313.97-51.067.24-39.471.862.03主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/80.55-19.24-63.446.61-38.071.911.98主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/70.681.64-53.666.06-33.91.981.91主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/60.678.0-53.235.38-30.112.271.51主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/50.62-36.56-53.384.71-24.812.821.22主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/40.98-19.41-26.744.08-17.073.111.1-
2020/31.2233.65-8.413.1-13.463.10.99-
2020/20.91-6.68-1.791.89-16.433.210.95-
2020/10.98-26.1-26.630.98-26.630.0N/A-
2019/121.324.82-3.9415.8710.320.0N/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)680.0-1.120-1.36012.0-12.343.35-78.54-9.190-6.330-1.10-0.950-0.760
2022 (9)680.01.8000.61013.6929.1515.6131.295.1308.9189000.00.701.5101.220
2021 (8)680.00.000-0.39010.617.5211.89311.42-3.6000.010-0.380-0.13000
2020 (7)68-1.45-1.130-1.7009.02-43.162.89-84.56-17.350-8.550-1.570-1.190-0.770
2019 (6)6915.00.89-45.41.223.3915.8710.3618.72-12.46.44-2.284.47-46.471.027.370.91-33.090.71-40.83
2018 (5)6011.111.6301.18014.3828.5121.37113.916.5908.3500.9501.3601.20
2017 (4)540.0-1.190-0.66011.1910.579.99-36.33-4.800-5.770-0.540-0.750-0.650
2016 (3)541.89-0.3500.03-94.8310.12-3.0715.69-25.6-0.550-1.880-0.060-0.260-0.190
2015 (2)5312.771.01-49.750.58-55.7310.440.1921.09-10.565.09-51.255.35-40.750.53-51.380.7-39.130.56-40.43
2014 (1)476.822.01-9.871.31-25.5710.4216.2923.58010.4409.0301.09-23.241.15-6.50.94-5.05

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。