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)1013.063.060.11175.0-63.330.1042.86-52.380.2961.11-14.714.12.24-8.2822.32-2.28-4.784.1435.74-39.032.72159.05-58.910.1741.67-43.330.11175.0-63.334.3490.35-51.072.72159.05-58.917.2852.8815.18
24Q2 (19)980.00.00.04-69.23500.00.07-12.5-69.570.1838.46350.04.0112.329.8622.84-0.223.253.05-18.67-49.421.05-71.31362.50.12-7.69-45.450.04-69.23500.02.28-56.82538.461.05-71.31362.5-1.54132.05-32.72
24Q1 (18)980.00.00.13333.33160.00.08-52.940.00.13-64.86160.03.57-15.413.3322.8915.722.883.75-13.397.453.66446.27115.290.13-27.7818.180.13333.33160.05.28412.62113.773.66446.27115.29-10.50121.66-35.99
23Q4 (17)980.00.00.03-90.0142.860.17-19.05183.330.378.825.714.22-5.5912.8319.78-15.61-3.564.33-36.2336.590.67-89.88134.360.18-40.050.00.03-90.0142.861.03-88.39334.090.67-89.88134.368.441505.00-13.88
23Q3 (16)980.00.00.303100.0275.00.21-8.7-47.50.34750.0-19.054.4722.470.4523.445.976.936.7912.6-27.226.621755.0254.010.336.36-28.570.33100.0275.08.871805.77301.366.621755.0254.0119.171490.0089.40
23Q2 (15)980.00.0-0.01-120.085.710.23187.5-11.540.04-20.0-88.243.6515.87-7.8322.12-0.586.146.0372.7819.17-0.40-123.5375.90.22100.010.0-0.01-120.085.71-0.52-121.0584.43-0.40-123.5375.90.0425.72110.41
23Q1 (14)980.00.00.05171.43-87.80.0833.33-63.640.05-85.71-87.83.15-15.78-27.0822.258.48-7.143.4910.09-62.071.70187.18-81.620.11-8.33-72.50.05171.43-87.52.47661.36-81.411.70187.18-81.62-15.87-8.03-25.84
22Q4 (13)980.00.0-0.07-187.5-117.950.06-85.0-77.780.35-16.67-80.113.74-15.96-24.2920.51-6.43-25.743.17-66.02-70.59-1.95-204.28-124.970.12-71.43-77.36-0.07-187.5-117.95-0.44-119.91-103.35-1.95-204.28-124.97-1.8013.39-15.57
22Q3 (12)980.00.00.08214.29-84.620.4053.85-29.820.4223.53-69.344.4512.37-18.3521.925.18-23.389.3384.39-36.531.87212.65-80.090.42110.0-47.50.08214.29-84.312.21166.17-83.571.87212.65-80.092.0248.6136.02
22Q2 (11)980.00.0-0.07-117.07-115.560.2618.18-39.530.34-17.07-60.03.96-8.33-15.9220.84-13.02-21.835.06-45.0-63.23-1.66-117.95-117.530.2-50.0-69.23-0.07-117.5-115.56-3.34-125.13-123.69-1.66-117.95-117.53-10.44-55.97-0.17
22Q1 (10)980.00.00.415.132.50.22-18.52-50.00.41-76.72.54.32-12.55-3.5723.96-13.25-14.919.20-14.66-36.429.2518.446.810.4-24.53-38.460.42.562.5613.291.14-0.089.2518.446.81-10.96-9.94-35.58
21Q4 (9)980.00.00.39-25.0-42.650.27-52.63-35.711.7628.479.324.94-9.36-3.5227.62-3.46-11.510.78-26.67-25.097.81-16.83-39.780.53-33.75-28.380.39-23.53-40.9113.14-2.3-31.17.81-16.83-39.783.18-4.72-10.04
21Q3 (8)980.00.00.5215.56-28.770.5732.5629.551.3761.1845.745.4515.713.6128.617.313.2914.706.830.689.39-0.84-30.80.823.083.90.5113.33-28.1713.45-4.61-32.049.39-0.84-30.810.4214.0315.15
21Q2 (7)980.02.080.4512.5150.00.43-2.2726.470.85112.5304.764.715.1324.2726.66-5.337.213.76-4.9137.749.479.35106.770.650.071.050.4515.38164.7114.106.02150.899.479.35106.77-3.69-14.341.24
21Q1 (6)980.00.00.40-41.181233.330.444.76120.00.40-75.161233.334.48-12.537.8528.16-9.7732.5814.470.56122.278.66-33.23774.750.65-12.16209.520.39-40.911200.013.30-30.26981.38.66-33.23774.75-7.58-24.020.10
20Q4 (5)980.00.00.68-6.85195.650.42-4.5535.481.6171.28347.225.12-2.663.6431.2112.6747.714.39-1.4476.7812.97-4.42188.860.74-3.985.00.66-7.04200.019.07-3.64199.3712.97-4.42188.86--0.00
20Q3 (4)982.080.00.73305.560.00.4429.410.00.94347.620.05.2638.790.027.7011.380.014.6046.150.013.57196.290.00.77102.630.00.71317.650.019.79252.140.013.57196.290.0--0.00
20Q2 (3)96-2.040.00.18500.00.00.3470.00.00.21600.00.03.7916.620.024.8717.090.09.9953.460.04.58362.630.00.3880.950.00.17466.670.05.62356.910.04.58362.630.0--0.00
20Q1 (2)980.00.00.03-86.960.00.20-35.480.00.03-91.670.03.25-34.210.021.240.520.06.51-20.020.00.99-77.950.00.21-47.50.00.03-86.360.01.23-80.690.00.99-77.950.0--0.00
19Q4 (1)980.00.00.230.00.00.310.00.00.360.00.04.940.00.021.130.00.08.140.00.04.490.00.00.40.00.00.220.00.06.370.00.04.490.00.0--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)
2024/101.18-13.69-7.0712.862.513.97N/A-
2024/91.37-3.23-16.9111.673.594.10.77-
2024/81.427.75-1.1910.317.14.010.78-
2024/71.312.21-5.588.898.553.950.8-
2024/61.28-4.96-1.657.5811.454.010.8-
2024/51.35-1.3612.296.2914.573.910.82-
2024/41.3715.0620.374.9415.213.370.96-
2024/31.1947.4-8.233.5713.343.570.76-
2024/20.81-48.53-26.692.3828.473.870.7-
2024/11.575.02109.691.57109.694.510.6去年受農曆新年影響基期較低所致
2023/121.53.1837.615.49-6.024.220.49-
2023/111.4513.933.1113.99-9.14.40.47-
2023/101.27-22.831.5412.54-10.334.380.47-
2023/91.6817.019.6111.3-11.284.50.82-
2023/81.432.96-5.569.62-14.144.130.9-
2023/71.396.46-1.218.19-15.483.90.95-
2023/61.318.511.676.8-17.93.650.87-
2023/51.25.72-17.385.49-22.773.640.88-
2023/41.14-12.28-14.344.29-24.163.540.9-
2023/31.317.75-21.163.15-27.183.151.1-
2023/21.147.21-2.551.85-30.882.941.18-
2023/10.75-31.08-51.590.75-51.593.241.07本月營收受農曆新年工作天數減少影響致較去年同期下降
2022/121.09-22.67-38.9416.48-15.83.740.65-
2022/111.4112.19-17.0215.39-13.484.190.58-
2022/101.25-18.07-14.4413.99-13.114.30.57-
2022/91.530.8-21.9312.73-12.984.450.88-
2022/81.527.7-15.7711.21-11.594.090.95-
2022/71.4120.36-16.519.69-10.94.040.97-
2022/61.17-19.73-31.888.28-9.873.961.11-
2022/51.469.621.337.11-4.814.430.99-
2022/41.33-19.27-14.455.65-6.284.111.07-
2022/31.6545.557.894.32-3.454.320.76-
2022/21.13-26.8616.882.68-9.324.460.74-
2022/11.55-13.07-22.091.55-22.095.020.66-
2021/121.785.08-2.6819.5712.224.940.48-
2021/111.6915.68-3.6617.7913.975.120.47-
2021/101.46-25.24-4.8916.116.215.220.46-
2021/91.968.75-0.8614.6318.855.450.52-
2021/81.86.764.1112.6822.615.20.55-
2021/71.69-1.798.110.8826.334.840.59-
2021/61.7219.4136.459.1930.374.710.59-
2021/51.44-7.4548.597.4729.044.520.61-
2021/41.551.81-0.916.0325.124.050.68-
2021/31.5357.68-6.644.4837.664.480.82-
2021/20.97-51.2538.562.9582.64.780.77本月營收較去年同期增加主要係因本月客戶需求增加且去年營收受COVID-19疫情影響較低所致
2021/11.998.58116.081.99116.085.570.66受惠於5G通訊需求強勁以及農曆年前下游提升備貨意願增加
2020/121.834.029.3417.44-7.225.130.47-
2020/111.7614.2-1.2315.61-8.845.270.46-
2020/101.54-22.072.8913.85-9.735.240.46-
2020/91.9814.213.5812.31-11.095.260.5-
2020/81.7310.856.7910.34-13.434.550.57-
2020/71.5623.96-11.638.61-16.613.790.69-
2020/61.2630.04-9.187.05-17.633.790.72-
2020/50.97-38.28-41.935.79-19.274.170.66-
2020/41.57-4.08-12.94.82-12.43.90.7-
2020/31.63134.047.233.25-12.153.250.81-
2020/20.7-23.97-11.311.62-25.83.290.8-
2020/10.92-45.05-33.990.92-33.994.370.6-
2019/121.67-6.0431.1818.8-3.730.0N/A-
2019/111.7818.9719.7417.13-6.170.0N/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)980.00.375.710.67-28.7215.49-6.0121.890.055.27-23.292.3512.440.82-27.430.5-3.850.365.88
2022 (9)980.00.35-79.890.94-44.7116.48-15.7921.88-21.276.87-48.852.09-76.361.13-57.030.52-80.30.34-80.35
2021 (8)980.01.749.431.7022.319.5712.2827.793.2713.4311.738.84-2.752.6325.242.6416.31.739.49
2020 (7)980.01.59341.671.3943.317.43-7.3926.9132.8912.02106.539.09380.952.190.912.27372.921.58338.89
2019 (6)980.00.36-68.140.97-33.118.82-3.6820.25-16.365.82-46.71.89-66.961.1-48.360.48-73.330.36-67.86
2018 (5)980.01.13-5.831.4549.4819.5421.924.219.610.9243.125.72-22.812.1374.591.825.01.12-5.88
2017 (4)980.01.20823.080.9767.2416.0311.9422.0917.07.6373.417.41732.581.2293.651.44747.061.19815.38
2016 (3)980.00.1300.58014.32-7.9718.8818.824.4000.8900.6300.1700.130
2015 (2)987.69-1.850-0.99015.56-19.7515.89-21.57-7.620-11.660-1.180-2.00-1.810
2014 (1)914.60.75-24.240.57-5.019.398.3220.2603.9204.2100.76-30.281.0-29.580.82-12.77

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