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)567-0.53-0.35-0.41-4000.0-783.33-0.24-20.0-50.0-0.41-4000.026.7923.3-7.28-10.327.0140.219.83-5.24-8.04-64.26-9.98-3464.29-802.82-1.220.0-46.99-2.32-3214.29-727.03-9.26-1496.55-626.14-9.98-3464.29-802.8212.21-2100.00-5.46
24Q2 (19)5700.00.35-0.01-200.096.77-0.209.09-11.11-0.01-200.098.3625.1331.71-0.635.00-14.68-6.54-4.85-6.59-46.97-0.28-255.5695.96-1.22-40.23-45.24-0.07-333.3396.0-0.58-125.4490.61-0.28-255.5695.968.20-48.84-14.21
24Q1 (18)570-2.73-10.940.01102.33103.33-0.22-37.531.250.01101.01103.3319.08-15.312.755.8645.05925.35-4.5531.9960.810.18101.62101.73-0.8742.3859.720.03101.2101.552.28116.53118.890.18101.62101.73-14.29-357.17-18.75
23Q4 (17)5862.99-12.14-0.43-816.67-152.94-0.160.0-100.0-0.99-76.79-243.4822.53-13.2820.224.04-30.948.31-6.69-109.72-48.34-11.08-880.28-81.05-1.51-81.93-79.76-2.5-775.68-117.39-13.79-883.52-70.25-11.08-880.28-81.05-5.27-348.665.55
23Q3 (16)5690.18-14.690.06119.35-83.33-0.1611.1130.43-0.568.2-164.3725.982.7336.455.859.3525.27-3.193.3342.01.42120.49-88.72-0.831.1920.950.37121.14-84.581.76128.48-87.481.42120.49-88.7219.4658.0127.43
23Q2 (15)568-11.25-14.71-0.31-3.33-196.88-0.1843.75-181.82-0.61-103.33-219.6125.2936.19-13.925.35853.52-54.39-3.3071.58-172.05-6.9333.3-194.29-0.8461.11-162.22-1.759.33-181.02-6.1848.8-181.1-6.9333.3-194.2917.64-39.90-128.12
23Q1 (14)640-4.05-3.9-0.30-76.47-266.67-0.32-300.0-366.67-0.30-143.48-266.6718.57-0.91-33.32-0.71-119.03-107.22-11.61-157.43-557.09-10.39-69.77-338.3-2.16-157.14-404.23-1.93-67.83-259.5-12.07-49.01-373.7-10.39-69.77-338.3-1.25-111.84-117.39
22Q4 (13)6670.00.15-0.17-147.22-383.33-0.0865.22-300.00.69-20.69-40.018.74-1.58-33.523.73-20.13-60.53-4.5118.0-408.9-6.12-148.61-508.0-0.8420.0-304.88-1.15-147.92-373.81-8.10-157.61-469.86-6.12-148.61-508.0-18.38-67.36-69.67
22Q3 (12)6670.150.150.3612.5-2.7-0.23-204.55-309.090.8770.59-19.4419.04-35.19-32.534.67-60.19-52.68-5.50-220.09-279.1512.5971.2944.71-1.05-177.78-220.692.411.11-2.0414.0684.5148.7812.5971.2944.71-14.8545.14-60.61
22Q2 (11)6660.00.00.3277.78-5.880.2283.33175.00.51183.33-28.1729.385.496.9111.7319.3345.534.5880.31102.657.3568.58-10.81.3590.14117.742.1678.51-4.427.6272.79-12.717.3568.58-10.82.14138.89141.66
22Q1 (10)6660.00.00.18200.0-51.350.12200.01300.00.18-84.35-51.3527.85-1.211.429.834.0289.772.5473.97775.864.36190.67-51.930.7173.17787.51.21188.1-51.414.41101.37-53.874.36190.67-51.93-0.6658.1168.18
21Q4 (9)6660.00.00.06-83.78-68.420.04-63.64300.01.156.48984.6228.19-0.112.19.45-4.2649.291.46-52.441023.081.50-82.76-66.670.41-52.87925.00.42-82.86-66.132.19-76.83-51.331.50-82.76-66.671.29-37.48-13.07
21Q3 (8)6660.00.00.378.823600.00.1137.5257.141.0852.11437.528.222.6918.129.8722.46122.83.0735.84274.438.705.587150.00.8740.32307.142.458.418066.679.458.257775.08.705.587150.01.380.36468.75
21Q2 (7)6660.00.00.34-8.113500.00.08900.0214.290.7191.89321.8827.480.0716.598.0655.6116.672.26679.31223.58.24-9.152388.890.62675.0244.192.26-9.243328.578.73-8.682745.458.24-9.152388.89-0.2443.31350.00
21Q1 (6)6660.00.00.3794.74219.35-0.01-200.096.880.37384.62219.3527.46-0.5440.895.18-18.17267.10.29123.08103.019.07101.56184.220.08100.0104.262.49100.81220.879.56112.44188.779.07101.56184.227.52947.37-42.85
20Q4 (5)6660.00.00.191800.0371.430.01114.29104.0-0.1359.3887.3827.6115.57-25.76.3342.8984.550.13107.39103.274.503650.0438.350.04109.52102.71.244033.33375.564.503650.0428.474.503650.0438.35--0.00
20Q3 (4)6660.00.00.01200.00.0-0.070.00.0-0.320.00.023.891.360.04.4319.090.0-1.763.830.00.12133.330.0-0.422.330.00.03142.860.00.12136.360.00.12133.330.0--0.00
20Q2 (3)6660.00.0-0.0196.770.0-0.0778.120.0-0.32-3.230.023.5720.930.03.72220.00.0-1.8381.020.0-0.3696.660.0-0.4377.130.0-0.0796.60.0-0.3396.940.0-0.3696.660.0--0.00
20Q1 (2)6660.00.0-0.31-342.860.0-0.32-28.00.0-0.3169.90.019.49-47.550.0-3.10-190.380.0-9.64-142.210.0-10.77-709.770.0-1.88-27.030.0-2.06-357.780.0-10.77-686.130.0-10.77-709.770.0--0.00
19Q4 (1)6660.00.0-0.070.00.0-0.250.00.0-1.030.00.037.160.00.03.430.00.0-3.980.00.0-1.330.00.0-1.480.00.0-0.450.00.0-1.370.00.0-1.330.00.0--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)
2024/106.77-5.31-12.8274.28-4.2821.95N/A-
2024/97.15-11.01-16.2167.51-3.3423.31.28-
2024/88.03-1.01-16.1560.36-1.5424.331.23-
2024/78.12-0.713.1752.331.1524.991.19-
2024/68.17-6.030.9244.210.7925.131.17-
2024/58.75.41-7.136.040.7624.281.21-
2024/48.2512.595.4427.343.5520.721.42-
2024/37.3342.744.4719.082.7519.081.42-
2024/25.14-22.39-11.6811.751.7118.941.43-
2024/16.62-7.9215.286.6215.2821.381.27-
2023/127.19-5.20.6392.38-2.7522.531.18-
2023/117.58-2.3719.4985.19-3.0323.881.11-
2023/107.77-8.9947.7777.61-4.7825.881.02-
2023/98.53-10.9563.5269.84-8.425.981.02主係111年下半年下游面板產業景氣急凍,調整庫存,比較基期較低所致
2023/89.5821.858.261.31-13.6925.551.04主係111年下半年下游面板產業景氣急凍,調整庫存,比較基期較低所致
2023/77.87-2.881.3751.73-20.3925.331.05-
2023/68.1-13.5-0.1143.86-23.3425.291.07-
2023/59.3719.65-9.035.76-27.1824.211.11-
2023/47.8311.55-28.6726.4-32.020.661.31-
2023/37.0220.66-26.4418.57-33.3118.571.37-
2023/25.811.29-30.7611.55-36.8818.71.36-
2023/15.74-19.62-42.075.74-42.0719.231.32-
2022/127.1412.56-23.395.0-14.6818.741.31-
2022/116.3420.73-31.2387.86-13.8916.821.47-
2022/105.250.7-45.5581.51-12.1716.531.49-
2022/95.22-13.84-47.2876.26-8.2919.041.16-
2022/86.06-21.94-34.9671.04-3.0221.931.01-
2022/77.76-4.3-13.864.981.6226.160.85-
2022/68.11-21.21-9.9257.224.1529.380.87-
2022/510.29-6.218.8549.116.9130.810.83-
2022/410.9715.0421.6738.826.428.910.89-
2022/39.5413.58-7.6327.851.3927.850.95-
2022/28.4-15.253.8418.316.8327.620.96-
2022/19.916.439.519.919.5128.450.93-
2021/129.310.92-7.24111.3417.7328.190.86-
2021/119.23-4.421.83102.0320.728.780.84-
2021/109.65-2.4913.3492.8122.9728.860.84-
2021/99.96.2919.2583.1624.1928.220.89-
2021/89.313.4312.4873.2624.8927.320.92-
2021/79.00.023.1163.9426.9327.460.91-
2021/69.0-4.7826.7854.9427.5827.480.91-
2021/59.454.8316.8645.9427.7428.80.87-
2021/49.02-12.677.6436.4830.927.430.91-
2021/310.3327.730.2227.4640.8927.460.85-
2021/28.09-10.6260.6717.1448.2127.170.86面板產業景氣回升導致偏光片需求增加所致
2021/19.05-9.8538.619.0538.6128.150.83-
2020/1210.0410.8-19.6794.57-36.5127.610.91108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/119.066.37-30.2484.53-38.0525.880.97108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/108.522.58-27.0875.47-38.8725.11.0108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/98.30.26-29.3266.96-40.1123.890.95108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/88.2813.21-25.0158.65-41.3722.691.0108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/77.312.99-37.2450.37-43.422.51.01108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/67.1-12.23-42.5243.06-44.3323.570.67108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/58.09-3.43-29.3535.96-44.6724.40.65108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/48.385.64-37.0327.87-47.9521.340.74108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報
2020/37.9357.56-43.8219.49-51.5619.491.0108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報。
2020/25.03-22.89-56.8611.56-55.7424.060.81108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入無須再併入本公司營收合併申報。
2020/16.53-47.76-54.846.53-54.8432.010.61108年12月後,原重要子公司昆山之奇美材料科技有限公司改列為轉投資公司,故其營業收入本月起無須再併入本公司營收合併申報。
2019/1212.5-3.78-13.91148.9616.390.0N/A-
2019/1112.9911.2-0.5136.4720.270.0N/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)586-12.14-0.990-0.83092.38-2.763.95-51.71-5.770-6.290-5.330-6.450-5.810
2022 (9)6670.150.69-39.470.03-86.9695.0-14.688.180.250.17-90.454.86-29.050.16-91.924.63-44.284.62-39.45
2021 (8)6660.01.1400.230111.3417.738.16151.081.7806.8501.9808.3107.630
2020 (7)6660.0-0.130-0.47094.57-36.513.25-14.92-2.850-0.970-2.70-0.910-0.860
2019 (6)6660.0-1.030-0.710148.9616.683.82-13.18-3.020-5.100-4.50-7.390-6.890
2018 (5)66618.72-0.980-0.330127.6729.254.400-4.750-8.210-6.070-10.730-6.550
2017 (4)5618.72-2.180-2.14098.78-4.78-7.580-16.920-15.690-16.710-16.830-12.260
2016 (3)5160.0-2.880-2.730103.74-18.62-7.680-15.480-14.300-16.060-15.430-14.840
2015 (2)5160.02.02-53.461.35-56.45127.47-19.4114.03-23.428.49-38.398.21-42.0210.83-50.3213.67-48.8610.49-53.36
2014 (1)5165.094.34-12.53.10-17.55158.18-11.418.32013.78014.16021.8-9.0226.73-1.4422.49-8.05

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