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)781.31.30.65-38.1-15.580.69-10.3964.292.3039.3975.576.572.530.6224.53-9.75-6.1210.84-15.510.377.68-39.0-34.580.71-13.4131.480.5-38.27-15.2510.18-37.12-36.537.68-39.0-34.5811.1518.4554.80
24Q2 (19)770.00.01.0575.084.210.77120.0165.521.65175.0205.566.4119.8124.4727.1817.0526.3612.8364.0784.8712.5945.3848.470.8295.24127.780.8176.0984.0916.1942.2747.8512.5945.3848.4721.54217.94285.00
24Q1 (18)770.00.00.60360.872100.00.35450.0483.330.60-44.442100.05.3523.27-14.1323.2249.1398.87.82468.87630.848.66314.362574.290.42566.67500.00.46355.562400.011.38358.0557000.08.66314.362574.294.77115.50163.09
23Q4 (17)770.00.0-0.23-129.87-291.67-0.10-123.81-127.031.08-17.56-48.574.34-13.72-23.8615.57-40.41-23.0-2.12-119.63-130.68-4.04-134.41-343.37-0.09-116.67-123.08-0.18-130.51-300.0-4.41-127.49-232.43-4.04-134.41-343.37-8.03-47.39-39.49
23Q3 (16)770.00.00.7735.09-3.750.4244.8331.251.31142.59-33.845.03-2.33-16.0326.1321.4816.2410.8055.6244.3911.7438.4413.650.5450.020.00.5934.09-4.8416.0446.4816.9911.7438.4413.65-9.841017.54214.08
23Q2 (15)770.00.00.572000.0-24.00.29383.33-29.270.541900.0-54.245.15-17.34-3.3821.5184.16-13.516.94548.6-24.578.482522.86-22.270.36414.29-26.530.442300.0-24.1410.9554850.0-22.298.482522.86-22.27-4.02937.50149.77
23Q1 (14)770.00.0-0.03-125.0-107.140.06-83.78-76.92-0.03-101.43-107.146.239.38.7311.68-42.24-34.891.07-84.52-81.74-0.35-121.08-106.190.07-82.05-79.41-0.02-122.22-106.25-0.02-100.6-100.25-0.35-121.08-106.192.23-105.00-34.08
22Q4 (13)770.00.00.12-85.0-72.090.3715.62-27.452.106.0681.035.7-4.840.5320.22-10.05-14.436.91-7.62-16.141.66-83.93-71.580.39-13.33-17.020.09-85.48-72.733.33-75.71-52.161.66-83.93-71.583.77-39.16-3.17
22Q3 (12)770.00.00.806.6760.00.32-21.95-34.691.9867.8171.235.9912.3819.5622.48-9.61-10.557.48-18.7-23.610.33-5.3233.980.45-8.16-8.160.626.958.9713.71-2.737.5110.33-5.3233.982.7042.6217.87
22Q2 (11)770.00.00.7578.57257.140.4157.6917.141.18180.95413.045.33-6.98-17.1124.8738.6336.879.2057.097.010.9193.1341.70.4944.1263.330.5881.25262.514.0975.91376.0110.9193.1341.7-2.9638.124.33
22Q1 (10)770.00.00.42-2.332000.00.26-49.0200.42-63.792000.05.731.0625.1117.94-24.08-1.595.86-28.88530.115.65-3.251514.290.34-27.66750.00.32-3.031500.08.0115.09460.145.65-3.251514.297.12-8.16-22.47
21Q4 (9)770.00.00.43-14.013.160.514.08-43.331.1658.9197.445.6713.17-2.7423.63-5.97-5.568.24-15.83-35.375.84-24.2515.420.47-4.08-36.490.33-15.3813.796.96-30.1920.835.84-24.2515.42-4.4562.0522.04
21Q3 (8)770.00.00.50138.138.890.4940.0-10.910.73217.397200.05.01-22.082.2425.1338.3-0.839.79109.645.047.71212.1535.980.4963.336.520.39143.7539.299.97236.8257.757.71212.1535.989.16544.0520.00
21Q2 (7)770.00.00.21950.01150.00.350169.230.231050.0165.716.4340.3940.718.17-0.33-19.854.67402.1512.82.47605.71750.00.3650.057.890.16700.0900.02.96106.99105.562.47605.71750.09.47427.63-50.00
21Q1 (6)770.00.00.02-94.74106.060.00-100.0100.00.02-94.87106.064.58-21.4416.8418.23-27.1415.530.93-92.71114.670.35-93.08105.370.04-94.59116.00.02-93.1107.691.43-75.17131.710.35-93.08105.37-1.23-44.59-18.18
20Q4 (5)770.00.00.385.5690.00.9063.6423.290.393800.0116.675.8318.9813.8725.02-1.2612.712.7536.8153.985.06-10.7665.90.7460.87184.620.293.5781.255.76-8.86292.645.06-10.7665.9--0.00
20Q3 (4)770.00.00.361900.00.00.55323.080.00.01102.860.04.97.220.025.3411.780.09.32125.120.05.671592.110.00.46142.110.00.281500.00.06.32338.890.05.671592.110.0--0.00
20Q2 (3)770.00.0-0.0293.940.00.13130.950.0-0.35-6.060.04.5716.580.022.6743.660.04.14165.30.0-0.3894.170.00.19176.00.0-0.0292.310.01.44131.930.0-0.3894.170.0--0.00
20Q1 (2)770.00.0-0.33-265.00.0-0.42-157.530.0-0.33-283.330.03.92-23.440.015.78-28.920.0-6.34-226.290.0-6.52-313.770.0-0.25-196.150.0-0.26-262.50.0-4.51-50.840.0-6.52-313.770.0--0.00
19Q4 (1)770.00.00.200.00.00.730.00.00.180.00.05.120.00.022.200.00.05.020.00.03.050.00.00.260.00.00.160.00.0-2.990.00.03.050.00.0--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)
2024/101.87-11.4238.3120.1913.636.19N/A-
2024/92.11-5.0951.5718.3211.66.570.72主係本月份電子沖壓零組件營收較去年同期增加。
2024/82.22-1.075.1416.217.916.510.73主係本月份電子沖壓零組件營收較去年同期增加。
2024/72.249.58-5.4913.991.716.680.71-
2024/62.05-14.589.4311.753.226.410.69-
2024/52.421.9667.049.711.996.20.71因客戶需求增加所致。
2024/41.966.916.137.31-9.545.480.8-
2024/31.849.14-20.625.35-14.25.350.81-
2024/21.68-7.76-20.613.51-10.45.140.85-
2024/11.8212.061.641.821.644.810.9-
2023/121.6319.8-25.620.75-8.784.340.99-
2023/111.360.75-32.0319.12-6.994.11.04-
2023/101.35-2.93-10.8417.76-4.294.011.07-
2023/91.399.65-14.7616.41-3.715.030.77-
2023/81.27-46.57-34.0115.02-2.545.510.7-
2023/72.3726.9-2.6313.761.925.680.68-
2023/61.8730.3724.1611.382.935.150.75-
2023/51.43-22.5-7.559.52-0.415.60.69-
2023/41.85-20.04-18.528.080.976.290.61-
2023/32.319.1629.886.238.76.230.66-
2023/22.1218.092.933.92-0.856.10.67-
2023/11.8-17.97-4.991.8-4.995.980.69-
2022/122.199.4420.1222.754.945.71.05-
2022/112.032.17-0.3820.563.545.141.16-
2022/101.51-7.2-17.5718.563.995.061.18-
2022/91.63-15.1-10.4217.056.465.991.1-
2022/81.92-21.1720.5415.428.625.861.13-
2022/72.4461.8353.0713.57.125.491.2主係自動化業務營收貢獻,故使集團整體營收增加。
2022/61.51-2.93-50.0611.060.475.331.18主係本期自動化機台銷售業務較去年同期減少,故造成兩期差異。
2022/51.55-31.7-16.499.5519.545.61.12-
2022/42.2727.4745.668.030.466.111.03-
2022/31.78-13.4816.165.7325.285.730.81-
2022/22.069.052.663.9529.875.770.8主係本期自動化機台銷售認列,及持續拓展其他電子沖壓零組件相關業務,故造成兩期差異。
2022/11.893.711.71.8911.75.720.81-
2021/121.82-9.24-30.5621.6812.815.670.82-
2021/112.019.3627.9419.8619.675.660.82-
2021/101.840.8312.3417.8518.85.250.88-
2021/91.8214.249.8516.0119.595.010.85-
2021/81.590.09-8.1514.1920.976.20.69-
2021/71.59-47.215.2912.626.026.470.66-
2021/63.0262.3488.9811.0129.726.430.56主係自動化業務營收貢獻,故使集團整體營收增加。
2021/51.8619.129.877.9915.994.950.72-
2021/41.561.6521.96.1317.994.440.81-
2021/31.5313.6911.934.5816.714.580.98-
2021/21.35-20.241.713.0419.285.670.79-
2021/11.69-35.5338.331.6938.335.890.76-
2020/122.6267.2392.6619.226.925.830.61主係自動化業務營收貢獻,故使集團整體營收增加
2020/111.57-3.96-3.3616.59-0.14.860.74-
2020/101.63-1.39-23.3415.020.245.030.71-
2020/91.66-4.4926.3813.394.154.90.77-
2020/81.7414.757.4711.731.624.840.78-
2020/71.51-5.257.3610.00.674.80.79-
2020/61.6-5.6118.018.49-0.424.570.71-
2020/51.6932.1725.356.89-3.94.340.74-
2020/41.28-6.66-35.525.2-10.683.980.81-
2020/31.373.322.73.922.153.920.7-
2020/21.338.4621.762.551.863.910.7-
2020/11.22-10.22-13.471.22-13.474.210.65-
2019/121.36-16.11-25.3117.97-13.320.0N/A-
2019/111.62-23.82-20.5116.61-12.160.0N/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)770.01.07-48.80.68-50.3620.75-8.7918.44-13.554.22-42.434.00-43.740.88-47.311.18-46.850.83-48.77
2022 (9)770.02.0981.741.373.0122.754.9421.330.527.3322.177.1172.571.6728.462.2293.041.6282.02
2021 (8)770.01.15194.871.3313.6821.6812.821.22-6.356.001.014.12164.11.314.041.15116.980.89196.67
2020 (7)770.00.39116.671.1751.9519.226.9622.662.265.94123.311.5697.471.14137.50.532550.00.3114.29
2019 (6)770.00.1800.77017.97-13.3622.1627.582.6600.7900.4800.0200.140
2018 (5)770.0-0.740-0.97020.74-16.017.37-14.35-2.570-2.740-0.530-0.340-0.570
2017 (4)770.00.21-92.861.40-40.9324.69-6.1920.28-23.534.49-56.790.67-92.251.11-59.340.19-94.010.17-92.54
2016 (3)7713.242.94-60.752.37-56.4326.32-20.7926.52-21.2410.39-38.958.65-43.792.73-51.773.17-51.452.28-55.38
2015 (2)689.687.49-5.95.440.7433.236.5433.67-8.817.02-3.315.39-2.965.663.16.534.825.113.23
2014 (1)6210.717.9689.075.4097.831.1931.7136.92017.60015.8605.49102.586.23111.194.95107.98

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