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)528.338.33-0.05-25.078.26-0.2718.1841.3-0.28-21.7458.820.5118.6183.3321.475.56581.59-27.2529.4280.43-5.15-11.9691.81-0.1417.6541.67-0.03-50.072.73-5.15-11.9691.81-5.15-11.9691.81102.6326.3919.80
24Q2 (19)480.00.0-0.0477.7882.61-0.3321.4317.5-0.23-27.7848.890.43186.67138.8920.342741.565.23-38.6173.6966.66-4.6092.0992.31-0.1722.7319.05-0.0277.7881.82-4.6092.0992.31-4.6092.0992.3166.77-1.11-11.70
24Q1 (18)480.00.0-0.18-80.018.18-0.42-44.8316.0-0.1876.9218.180.15-53.12-50.0-0.77-102.46-138.5-146.77-223.5-75.75-58.15-278.33-65.53-0.22-46.6712.0-0.09-80.018.18-58.15-278.33-65.53-58.15-278.33-65.5312.33-11.74-3.93
23Q4 (17)480.00.0-0.1056.5247.37-0.2936.960.0-0.78-14.71-1075.00.3277.78-31.9131.31893.974.61-45.3767.41-41.12-15.3775.5618.72-0.1537.50.0-0.0554.5544.44-15.3775.5618.72-15.3775.5618.7238.8928.2610.98
23Q3 (16)480.00.0-0.230.0-163.89-0.46-15.0-4.55-0.68-51.11-351.850.180.0-68.973.15-83.7-16.0-139.23-20.24-245.14-62.88-5.19-308.35-0.24-14.29-4.35-0.110.0-161.11-62.88-5.19-308.35-62.88-5.19-308.35-20.00-2.272.50
23Q2 (15)480.00.0-0.23-4.55-76.92-0.4020.025.93-0.45-104.55-350.00.18-40.0-58.1419.33866.51388.67-115.79-38.65-73.08-59.78-70.17-300.13-0.2116.027.59-0.110.0-83.33-59.78-70.17-300.13-59.78-70.17-300.13-38.09-10.17-26.20
23Q1 (14)480.00.0-0.22-15.79-833.33-0.50-72.410.0-0.22-375.0-833.330.3-36.1715.382.00-93.32126.18-83.51-159.7519.22-35.13-85.77-653.23-0.25-66.677.41-0.11-22.22-650.0-35.13-85.77-653.23-35.13-85.77-653.23-27.57-84.28-19.16
22Q4 (13)480.00.0-0.19-152.78-226.67-0.2934.09-262.50.08-70.37120.510.47-18.97-79.4829.93698.13120.24-32.1520.3-1686.11-18.91-162.66-700.32-0.1534.78-275.0-0.09-150.0-228.57-18.91-162.66-700.32-18.91-162.66-700.327.96112.0726.30
22Q3 (12)480.00.00.36376.92350.0-0.4418.52-109.520.27370.0150.00.5834.88-64.23.75350.0-72.28-40.3439.7-490.6330.18302.011259.46-0.2320.69-109.090.18400.0350.030.18302.011259.4630.18302.011259.4650.13-78.215.26
22Q2 (11)480.00.0-0.13-533.3364.86-0.54-8.00.0-0.10-433.3383.610.4365.38-57.84-1.5080.37-120.27-66.9035.29-150.66-14.94-335.2812.68-0.29-7.41-7.41-0.06-400.066.67-14.94-335.2812.68-14.94-335.2812.68-11.64-306.67-266.50
22Q1 (10)480.00.00.03-80.0112.0-0.50-525.013.790.03107.69112.00.26-88.65-54.39-7.64-156.22-177.56-103.38-5643.33-98.886.35101.59130.59-0.27-575.06.90.02-71.43116.676.35101.59130.596.35101.59130.59-23.653.75-231.55
21Q4 (9)480.00.00.1587.5314.29-0.0861.957.89-0.3927.7863.212.2941.3684.6813.590.44-46.79-1.8073.6577.643.1541.89223.05-0.0463.6460.00.0775.0333.333.1541.89223.053.1541.89223.0550.09104.5661.50
21Q3 (8)480.00.00.08121.62-33.33-0.2161.11-110.0-0.5411.4845.451.6258.828.013.5382.84-26.39-6.8374.41-74.682.22112.97-40.0-0.1159.26-83.330.04122.22-33.332.22112.97-40.02.22112.97-40.068.8936.8134.01
21Q2 (7)480.00.0-0.37-48.045.59-0.546.926.03-0.61-144.045.051.0278.9575.867.40-24.87357.84-26.6948.6558.3-17.1117.5869.47-0.276.927.03-0.18-50.045.45-17.1117.5869.47-17.1117.5869.4712.46-152.57-99.18
21Q1 (6)480.00.0-0.25-257.1441.86-0.58-205.267.94-0.2576.4241.860.57-54.03-13.649.85-61.436056.25-51.98-545.71-4.8-20.76-710.9434.1-0.29-190.09.38-0.12-300.042.86-20.76-710.9434.1-20.76-710.9434.1-35.68-207.74-147.63
20Q4 (5)480.00.0-0.07-158.3389.71-0.19-90.068.33-1.06-7.07-0.951.24-17.3369.8625.5438.9635.71-8.05-105.8882.29-2.56-169.1994.34-0.1-66.6769.7-0.03-150.090.91-2.56-169.1994.67-2.56-169.1994.34--0.00
20Q3 (4)480.00.00.12117.650.0-0.1086.30.0-0.9910.810.01.5158.620.018.38740.420.0-3.9193.890.03.70106.60.0-0.0683.780.00.06118.180.03.70106.60.03.70106.60.0--0.00
20Q2 (3)480.00.0-0.68-58.140.0-0.73-15.870.0-1.11-158.140.00.58-12.120.0-2.87-1893.750.0-64.00-29.030.0-56.05-77.940.0-0.37-15.620.0-0.33-57.140.0-56.05-77.940.0-56.05-77.940.0--0.00
20Q1 (2)480.00.0-0.4336.760.0-0.63-5.00.0-0.4359.050.00.66-9.590.00.16-99.150.0-49.60-9.130.0-31.5030.390.0-0.323.030.0-0.2136.360.0-31.5034.360.0-31.5030.390.0--0.00
19Q4 (1)480.00.0-0.680.00.0-0.600.00.0-1.050.00.00.730.00.018.820.00.0-45.450.00.0-45.250.00.0-0.330.00.0-0.330.00.0-47.990.00.0-45.250.00.0--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)
2024/100.04-81.72389.641.1587.910.32N/A依客戶交期出貨致使本期較上期增加
2024/90.25776.52240.471.183.320.510.25依客戶交期出貨致使本期較上期增加
2024/80.03-88.25-39.560.8661.940.470.28依客戶交期出貨致使本期較上期增加
2024/70.2417.4298.740.8371.670.550.24依客戶交期出貨致使本期較上期增加
2024/60.285.8114.410.5939.620.440.55依客戶交期出貨致使本期較上期增加
2024/50.11-13.28716.560.3918.080.280.85依客戶交期出貨致使本期較上期增加
2024/40.13162.84591.070.28-11.540.181.33依客戶交期出貨致使本期較上期增加
2024/30.05754.27-52.160.15-48.520.151.5大環境影響及經濟不景氣
2024/20.01-94.35-80.00.11-46.670.360.64因春節關係
2024/10.1-60.98-41.130.1-41.130.410.56-
2023/120.26331.05231.250.93-45.870.320.59依客戶交期出貨致使本期較上期增加
2023/110.06545.69-74.60.67-58.940.141.35大環境影響及經濟不景氣
2023/100.01-87.29-93.490.61-56.330.131.49大環境影響及經濟不景氣
2023/90.0755.58-5.520.6-52.170.180.73大環境影響及經濟不景氣
2023/80.05-22.51-73.980.53-55.180.20.65大環境影響及經濟不景氣
2023/70.06-36.86-81.740.48-51.850.170.77大環境影響及經濟不景氣
2023/60.09607.61-53.210.42-37.370.131.11大環境影響及經濟不景氣
2023/50.01-26.61-88.30.33-30.60.131.06大環境影響及經濟不景氣
2023/40.02-81.8-80.50.32-12.230.150.95大環境影響及經濟不景氣
2023/30.1257.15-3.550.311.770.30.54-
2023/20.03-83.3810.190.221.60.270.58-
2023/10.17119.5323.720.1723.720.480.33-
2022/120.08-66.95-84.61.71-68.790.450.69因COVID-19病毒疫情關係
2022/110.2365.39-75.11.63-67.210.450.69因COVID-19病毒疫情關係
2022/100.1484.56-83.361.4-65.380.40.78因COVID-19病毒疫情關係
2022/90.08-57.16-88.981.26-60.620.580.62因COVID-19病毒疫情關係
2022/80.18-45.62-56.431.18-52.760.710.51因COVID-19病毒疫情關係
2022/70.3361.82-36.811.01-52.050.650.56因COVID-19病毒疫情關係
2022/60.276.85-50.630.68-57.060.411.27因COVID-19病毒疫情關係
2022/50.1122.35-72.920.47-59.320.311.67因COVID-19病毒疫情關係
2022/40.09-10.0-47.330.36-51.580.222.33因COVID-19病毒疫情關係
2022/30.1308.07-2.30.27-52.910.271.69因COVID-19病毒疫情關係
2022/20.03-81.34-78.010.16-64.660.660.68因COVID-19病毒疫情及春節關係
2022/10.14-72.67-60.140.14-60.141.570.29因春節長假關係
2021/120.5-46.5727.995.4841.492.280.2-
2021/110.9410.48178.224.9843.02.480.19依客戶交期出貨致使本期較去年同期增加
2021/100.8522.19100.944.0528.551.950.24依客戶交期出貨致使本期較去年同期增加
2021/90.6969.48102.633.217.351.621.12依客戶交期出貨致使本期較去年同期增加
2021/80.41-21.15-50.342.515.11.341.36因COVID-19病毒疫情關係
2021/70.5226.4258.952.134.41.351.35依客戶交期出貨致使本期出貨較去年同期增加
2021/60.41-3.060.661.5827.91.011.26依客戶交期出貨致使本期較去年同期增加
2021/50.42138.03168.381.1719.330.711.79依客戶交期出貨致使本期較去年同期增加
2021/40.1866.9310.850.74-9.330.43.17-
2021/30.11-8.15-60.410.57-14.240.571.2因COVID-19病毒疫情關係
2021/20.12-66.19542.190.4617.570.850.8因COVID-19病毒疫情及客戶限定交期出貨致使本期營收較去年同期增加
2021/10.34-12.24-7.870.34-7.871.070.64-
2020/120.3916.1360.33.88-36.621.150.5因COVID-19病毒疫情關係,原上半年訂單在下半年下單出貨致使營收增加
2020/110.34-20.2109.173.48-40.641.10.52因COVID-19病毒疫情關係,原上半年訂單在下半年下單出貨致使營收增加。
2020/100.4223.2238.743.15-44.871.590.36-
2020/90.34-58.46-30.662.73-49.571.490.36-
2020/80.82152.37166.562.38-51.471.410.38因COVID-19病毒疫情關係
2020/70.3327.79-18.31.56-66.110.740.73因COVID-19病毒疫情關係
2020/60.2662.03-49.521.23-70.660.570.77因COVID-19病毒疫情關係
2020/50.16-1.68-52.450.98-73.550.590.75因COVID-19病毒疫情關係
2020/40.16-40.38-55.750.82-75.630.450.98因COVID-19病毒疫情關係
2020/30.271389.81-37.420.66-78.030.660.67因季節性產品及客戶限定交期出貨致使本期累計營收較去年同期減少
2020/20.02-95.14-83.750.39-84.820.630.69因COVID-19病毒疫情關係
2020/10.3752.69-84.870.37-84.870.780.57因季節性產品及客戶限定交期出貨致使本期營收較去年同期減少
2019/120.2451.5548.626.12-21.220.0N/A-
2019/110.16-47.07-58.375.87-22.730.0N/A因新產品訂單仍在協商中,致使訂單數量減少,故營收下降。
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)480.0-0.780-1.6300.98-43.6815.0490.62-87.000-38.220-0.850-0.370-0.370
2022 (9)480.00.080-1.8101.74-68.367.89-34.47-54.0202.200-0.9400.0400.040
2021 (8)480.0-0.390-1.3805.538.1912.04-17.02-13.090-3.360-0.720-0.180-0.180
2020 (7)480.0-1.060-1.6503.98-34.8614.516.38-21.500-12.770-0.850-0.510-0.510
2019 (6)480.0-1.050-1.6706.11-21.9713.6445.88-14.000-8.240-0.860-0.480-0.50
2018 (5)480.0-1.290-1.9007.8311.869.35-4.0-12.590-7.890-0.990-0.620-0.620
2017 (4)480.0-1.370-1.9607.0-33.339.74-45.34-15.600-9.390-1.090-0.730-0.660
2016 (3)480.00.020-0.31010.5-1.5917.8214.82-1.1200.080-0.1200.0500.010
2015 (2)480.0-0.400-0.73010.673.4915.5230.09-3.520-1.800-0.380-0.180-0.190
2014 (1)480.0-0.710-1.19010.31-7.9511.930-6.660-3.300-0.690-0.410-0.340

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