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(%)
23Q2 (20)440.0-49.434.881209.091184.44-0.91-2.250.04.441109.09598.880.2-33.33-80.77-98.86-69.54-745.68-198.27-51.33-408.911045.931713.592836.6-0.40.02.442.131221.05646.151045.931713.592836.61045.931713.592836.6-40.35602.16-6.75
23Q1 (19)440.0-49.43-0.44-4.760.0-0.89-11.25-3.49-0.4486.790.00.3-47.37-72.48-58.31-239.41-738.99-131.02-112.56-273.28-64.82-98.17-85.25-0.4-14.29-5.26-0.19-5.5650.0-64.82-98.17-85.25-64.82-98.17-85.25-29.8429.2012.88
22Q4 (18)440.0-49.43-0.4263.1684.56-0.8037.0126.61-3.33-14.436.720.57-12.31-51.28-17.1847.1110.52-61.6428.57-46.03-32.7157.8283.89-0.3537.530.0-0.1864.092.41-32.7157.8283.89-32.7157.8283.89-24.91-45.09-1.28
22Q3 (17)44-49.43-49.43-1.14-153.33-1325.0-1.27-39.56-51.19-2.91-226.97-238.370.65-37.5-51.13-32.48-177.84-390.63-86.29-121.48-200.87-77.55-102.9-1156.89-0.56-36.59-47.37-0.5-28.21-614.29-77.55-102.9-1156.89-77.55-102.9-1156.89-21.05-77.80-22.69
22Q2 (16)870.00.0-0.45-2.27-21.62-0.91-5.81-42.19-0.89-102.27-15.581.04-4.59-25.18-11.69-68.2-408.26-38.96-11.0-91.45-38.22-9.23-63.54-0.41-7.89-46.43-0.39-2.63-21.88-38.22-9.23-63.54-38.22-9.23-63.54-5.7140.777.65
22Q1 (15)870.00.0-0.4483.82-7.32-0.8621.1-4.88-0.4487.68-7.321.09-6.84-17.42-6.9563.8-11.02-35.1016.84-19.31-34.9982.77-21.45-0.3824.02.56-0.3883.97-8.57-34.9982.77-21.45-34.9982.77-21.45-9.43-1608.09-4.33
21Q4 (14)870.00.0-2.72-3300.0-189.36-1.09-29.769.17-3.57-315.12-144.521.17-12.03-1.68-19.20-190.034.86-42.21-47.189.81-203.05-3190.92-185.26-0.5-31.5810.71-2.37-3285.71-189.02-203.05-3190.92-185.26-203.05-3190.92-185.26-8.18-1610.81-30.51
21Q3 (13)870.00.0-0.0878.38-166.67-0.84-31.2542.07-0.86-11.69-62.261.33-4.3254.65-6.62-187.8384.51-28.68-40.9362.46-6.1773.6-3.7-0.38-35.7142.42-0.0778.12-133.33-6.1773.6-3.7-6.1773.6-3.70.4944.07-4.65
21Q2 (12)870.0-62.66-0.379.76-3800.0-0.6421.9551.52-0.77-87.8-266.671.395.369.51-2.3063.2694.46-20.3530.8371.12-23.3718.88-1138.67-0.2828.2151.72-0.328.57-1700.0-23.3718.88-1138.67-23.3718.88-1138.678.1133.0726.81
21Q1 (11)870.0-57.97-0.4156.38-86.36-0.8231.6742.66-0.4171.92-86.361.3210.9257.14-6.2668.9886.34-29.4237.1461.03-28.8159.5347.0-0.3930.3638.1-0.3557.3222.22-28.8159.5347.0-28.8159.5347.024.64-1488.4724.45
20Q4 (10)870.0-54.45-0.94-3033.3356.68-1.2017.2438.46-1.46-175.4762.941.1938.3710.19-20.1852.858.51-46.8038.7441.16-71.18-1096.381.44-0.5615.1534.88-0.82-2633.3380.19-71.18-1096.381.44-71.18-1096.381.4421.62-1716.663.69
20Q3 (9)87-62.66-65.06-0.03-400.093.62-1.45-9.8539.83-0.53-152.3871.040.864.88-36.76-42.75-2.94-21.45-76.40-8.431.27-5.95-364.4493.05-0.66-13.7937.74-0.03-250.097.44-5.95-364.4493.05-5.95-364.4493.051.25-147.72-1.08
20Q2 (8)23312.5626.630.01104.55101.96-1.327.6922.35-0.214.5583.460.82-2.38-51.19-41.539.4-81.91-70.466.68-58.732.25104.14104.07-0.587.9422.670.02104.44102.152.25104.14104.072.25104.14104.07-12.3097.2017.18
20Q1 (7)2078.3826.22-0.2289.8671.79-1.4326.6745.83-0.2294.4271.790.84-22.22-59.02-45.845.76-45.94-75.505.08-33.6-54.3685.8313.05-0.6326.7445.69-0.4589.1364.84-54.3685.8313.05-54.3685.8313.05-21.41-135.9222.88
19Q4 (6)191-23.2916.46-2.17-361.7-228.79-1.9519.0933.45-3.94-115.3-43.271.08-20.59-61.97-48.64-38.18-64.83-79.54-2.79-74.47-383.54-347.75-907.99-0.8618.8733.85-4.14-253.85-283.33-383.54-347.75-907.99-383.54-347.75-907.99-19.82-176.93-11.33
19Q3 (5)24935.3351.83-0.477.8429.85-2.41-41.762.82-1.83-44.0912.441.36-19.05-62.94-35.20-54.18-100.11-77.38-74.32-162.66-85.66-55.07-187.16-1.06-41.331.85-1.17-25.81-6.36-85.66-55.07-187.16-85.66-55.07-187.16--0.00
19Q2 (4)18412.20.0-0.5134.620.0-1.7035.610.0-1.27-62.820.01.68-18.050.0-22.8327.320.0-44.3921.450.0-55.2411.640.0-0.7535.340.0-0.9327.340.0-55.2411.640.0-55.2411.640.0--0.00
19Q1 (3)1640.00.0-0.78-18.180.0-2.649.90.0-0.7871.640.02.05-27.820.0-31.41-6.440.0-56.51-23.950.0-62.52-64.310.0-1.1610.770.0-1.28-18.520.0-62.52-64.310.0-62.52-64.310.0--0.00
18Q4 (2)1640.00.0-0.661.490.0-2.93-18.150.0-2.75-31.580.02.84-22.620.0-29.51-67.770.0-45.59-54.750.0-38.05-27.560.0-1.3-20.370.0-1.081.820.0-38.05-27.560.0-38.05-27.560.0--0.00
18Q3 (1)1640.00.0-0.670.00.0-2.480.00.0-2.090.00.03.670.00.0-17.590.00.0-29.460.00.0-29.830.00.0-1.080.00.0-1.10.00.0-29.830.00.0-29.830.00.0--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)
2023/90.0595.86-64.410.62-77.810.11N/A本公司自111年Q4停止生產藍寶石基板及112年5月處分子公司上海召業申凱,故較前一年同期明顯下滑
2023/80.03-30.85-88.750.57-78.520.1N/A公司自111年Q4停止生產藍寶石基板及112年5月處分子公司上海召業申凱,故較前一年同期明顯下滑
2023/70.04-6.01-87.120.54-77.570.08N/A公司自111年Q4停止生產藍寶石基板及112年5月處分子公司上海召業申凱,故較前一年同期明顯下滑
2023/60.04362.17-83.550.51-76.310.20.64公司自111年Q4停止生產藍寶石基板及112年5月處分子公司上海召業申凱,故較前一年同期明顯下滑
2023/50.01-94.64-98.060.47-75.410.290.45公司自111年Q4停止生產藍寶石基板及112年5月處分子公司上海召業申凱,故較前一年同期明顯下滑
2023/40.1623.62-58.020.46-68.730.370.35公司111年Q4停止生產藍寶石基板及市場需求較前一年度同期明顯下滑
2023/30.1340.1-62.530.3-72.380.30.46公司111年Q4停止生產藍寶石基板及市場需求較前一年度同期明顯下滑
2023/20.096.26-75.60.18-76.780.370.38公司111年Q4停止生產藍寶石基板及市場需求較前一年度同期明顯下滑
2023/10.09-56.08-77.920.09-77.920.480.29公司111年Q4停止生產藍寶石基板及市場需求較前一年度同期明顯下滑
2022/120.19-4.4-51.843.35-35.690.571.36市場需求較前一年度同期明顯下滑
2022/110.213.94-47.793.16-34.340.521.5-
2022/100.1828.34-53.762.96-33.160.541.44市場需求較前一年度同期明顯下滑
2022/90.14-38.1-67.562.78-31.20.651.61市場需求較前一年度同期明顯下滑
2022/80.22-20.82-47.322.64-26.90.741.4-
2022/70.2820.0-40.62.42-24.180.951.09-
2022/60.24-45.55-49.772.13-21.31.040.96-
2022/50.4316.0-6.471.9-15.341.140.87-
2022/40.3710.34-19.341.47-17.651.080.92-
2022/30.34-8.76-19.651.09-17.061.090.78-
2022/20.37-3.85-17.720.76-15.841.160.73-
2022/10.39-4.19-13.960.39-13.961.180.72-
2021/120.43.63-8.565.2240.551.170.53-
2021/110.390.91-5.574.8147.151.20.52市場需求較去年同期增加
2021/100.38-9.9712.64.4354.731.240.5市場需求較去年同期增加
2021/90.430.5334.234.0460.451.330.54市場需求較去年同期增加
2021/80.42-10.7355.813.6164.241.370.53市場需求較去年同期增加
2021/70.481.4876.043.1965.431.410.51市場需求較去年同期增加
2021/60.471.3976.192.7163.71.390.65市場需求較去年同期增加
2021/50.460.0386.82.2461.311.350.67市場需求較去年同期增加
2021/40.469.9250.551.7855.791.330.68市場需求較去年同期增加
2021/30.42-6.5744.421.3257.721.320.8市場需求較去年同期增加
2021/20.450.5379.840.964.831.340.79市場需求較去年同期增加
2021/10.451.8252.060.4552.061.30.82市場需求較去年同期增加
2020/120.447.0180.283.71-39.91.190.81市場需求較去年同期增加
2020/110.4120.352.513.27-44.841.070.91-
2020/100.347.31-21.212.86-48.280.931.04-
2020/90.3216.69-35.762.52-50.580.861.08市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2020/80.270.86-32.982.2-52.170.811.15市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2020/70.271.56-41.531.93-54.040.781.19市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2020/60.277.49-48.641.66-55.590.821.15市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2020/50.25-19.37-60.361.39-56.710.851.11市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,是故營收較去年同期差異超過50%
2020/40.315.44-43.271.14-55.820.851.11市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,是故營收較去年同期差異超過50%
2020/30.2916.34-48.140.84-59.150.841.21市場需求較上一年度同期明顯下滑,同期對比單價跌幅亦大,故營收較去年同期差異超過50%
2020/20.25-14.99-63.490.54-63.310.791.28市場需求較上一年度同期明顯下滑,同期對比單價跌幅亦大,故營收較去年同期差異超過50%
2020/10.2920.71-63.160.29-63.160.941.08市場需求較上一年度同期明顯下滑,同期對比單價跌幅亦大,故營收較去年同期差異超過50%
2019/120.24-39.14-66.286.17-53.441.081.2市場需求較上一年度同期明顯下滑,同期對比單價跌幅亦大,故營收較去年同期差異超過50%
2019/110.4-7.5-61.855.93-52.71.330.97市場需求較上一年度同期明顯下滑,同期對比單價跌幅亦大,故營收較去年同期差異超過50%
2019/100.43-12.49-62.635.53-51.861.340.97市場需求較上一年度同期明顯下滑,同期對比單價跌幅亦大,故營收較去年同期差異超過50%
2019/90.521.73-59.675.1-50.651.360.96市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2019/80.41-11.99-66.174.6-49.431.390.94市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2019/70.46-10.79-62.774.19-46.891.610.82市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2019/60.52-17.03-56.953.73-43.921.680.98市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,故營收較去年同期差異超過50%。
2019/50.6215.39-43.553.21-41.041.730.95-
2019/40.54-3.61-53.162.59-40.41.790.92市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,是故營收較去年同期差異超過50%
2019/30.56-18.07-50.852.05-35.782.050.9市場需求較前一年度同期明顯下滑;同期對比單價跌幅亦大,是故營收較去年同期差異超過50%。
2019/20.69-14.22-31.611.49-27.352.210.84-
2019/10.810.47-23.260.8-23.262.570.72-
2018/120.72-31.15-29.0113.26-11.382.930.88-
2018/111.05-9.371.5212.54-10.090.0N/A-
2018/101.16-5.58-0.0411.49-11.020.0N/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
2022 (10)44-49.43-3.330-3.8203.35-35.82-15.080-50.690-43.790-1.70-1.470-1.450
2021 (9)870.0-3.570-3.3905.2240.7-8.210-29.690-60.840-1.550-3.170-3.110
2020 (8)87-54.45-1.460-5.3903.71-39.87-35.920-65.370-36.000-2.430-1.340-1.280
2019 (7)19116.46-3.940-8.6606.17-53.15-32.920-61.840-121.710-3.820-7.510-7.510
2018 (6)164-21.9-2.750-11.61013.17-12.02-25.050-39.080-34.150-5.150-4.540-4.50
2017 (5)2100.0-2.960-13.82014.97-5.43-21.860-34.170-41.530-5.110-5.250-6.220
2016 (4)2100.48-3.480-13.50015.83-27.42-20.550-34.090-45.830-5.40-6.760-7.30
2015 (3)2093.98-4.290-18.27021.81-13.0-15.340-29.090-40.530-6.350-7.260-8.960
2014 (2)20118.930.150-3.39025.0727.918.380-3.3401.690-0.8400.9600.310
2013 (1)16983.7-2.680-14.91019.636.87-15.120-33.080-23.030-6.480-4.460-4.530

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。