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)135-1.46-1.46-0.20-385.714.76-0.0746.1585.11-0.08-166.6791.113.23.5647.479.3433.81167.44-3.1242.0189.34-8.47-386.1537.31-0.141.1884.38-0.27-400.06.9-8.47-386.1537.31-8.47-386.1537.3113.83-172.8548.08
24Q2 (19)1370.00.00.0740.0121.21-0.1350.075.470.12140.0117.393.0924.128.226.98472.13145.3-5.3862.0681.922.965.71115.77-0.1751.4376.390.0928.57120.02.965.71115.772.965.71115.7719.9672.4758.55
24Q1 (18)1370.00.740.05104.95113.89-0.2667.0925.710.05102.62113.892.4915.81-0.41.22105.18128.57-14.1871.5325.62.80104.36114.23-0.3567.2927.080.07105.07114.292.80104.36114.232.80104.36114.237.45-138.00-0.50
23Q4 (17)1370.00.74-1.01-380.95-17.44-0.79-68.09-21.54-1.91-112.22-105.382.15-0.92-13.31-23.55-70.0412.23-49.81-70.17-20.87-64.15-374.83-36.0-1.07-67.19-4.9-1.38-375.86-17.95-64.15-374.83-21.52-64.15-374.83-36.0-5.44-172.29-28.39
23Q3 (16)1370.00.74-0.2136.36-200.0-0.4711.32-161.11-0.90-30.43-1185.712.17-9.96-32.4-13.8510.12-1023.33-29.271.65-293.41-13.5128.02-251.97-0.6411.11-166.67-0.2935.56-200.0-13.5128.02-250.11-13.5128.02-251.97-6.7822.34-20.05
23Q2 (15)1370.740.74-0.338.33-135.71-0.53-51.43-76.67-0.69-91.67-146.432.41-3.6-26.75-15.41-260.89-780.57-29.76-56.14-140.58-18.774.62-219.22-0.72-50.0-75.61-0.458.16-136.84-18.774.62-219.22-18.774.62-219.22-1.4033.23-2.64
23Q1 (14)1360.00.0-0.3658.14-157.14-0.3546.15-6.06-0.3661.29-157.142.50.815.04-4.2784.0811.59-19.0653.75-1.55-19.6858.28-145.39-0.4852.94-6.67-0.4958.12-157.89-19.6862.72-145.39-19.6858.28-145.39-10.96-225.69-107.48
22Q4 (13)1360.09.68-0.86-509.52-437.5-0.65-261.11-400.0-0.93-1228.57-1960.02.48-22.74-26.84-26.83-1888.67-650.92-41.21-453.9-925.12-47.17-630.6-729.0-1.02-325.0-628.57-1.17-503.45-515.79-52.79-686.56-1060.22-47.17-630.6-729.0-12.58-129.76-110.56
22Q3 (12)1360.03.030.21250.0275.0-0.1840.0-38.46-0.0775.0-133.333.21-2.43-13.241.50185.71-64.87-7.4439.85-28.068.89251.19301.13-0.2441.46-14.290.29252.63281.259.00253.06267.918.89251.19301.1317.91125.0024.55
22Q2 (11)1360.018.26-0.140.0-216.67-0.309.09-287.5-0.28-100.0-177.783.2938.24-24.71-1.7563.77-114.18-12.3734.1-375.5-5.8826.68-287.26-0.418.89-305.0-0.190.0-235.71-5.8826.68-300.0-5.8826.68-287.264.236.25-72.38
22Q1 (10)1369.6818.26-0.1412.5-158.33-0.33-153.85-257.14-0.14-380.0-158.332.38-29.79-50.1-4.83-199.18-137.1-18.77-366.92-405.7-8.02-40.95-236.86-0.45-221.43-255.17-0.190.0-167.86-8.02-76.26-229.35-8.02-40.95-236.86-19.09-10.41-76.92
21Q4 (9)124-6.068.77-0.16-33.33-300.0-0.130.0-172.220.05-76.19110.03.39-8.38-33.04.8714.05-39.43-4.0230.81-207.77-5.69-28.73-405.91-0.1433.33-173.68-0.19-18.75-311.11-4.5515.11-635.29-5.69-28.73-405.91-11.86-116.66-90.62
21Q3 (8)13214.7815.79-0.12-200.0-233.33-0.13-181.25-316.670.21-41.67136.213.7-15.33-10.844.27-65.4-58.06-5.81-229.4-402.6-4.42-240.76-281.15-0.21-205.0-362.5-0.16-214.29-260.0-5.36-282.31-319.67-4.42-240.76-281.15-11.86-125.00-102.53
21Q2 (7)1150.00.880.12-50.0137.50.16-23.81142.110.3650.0153.734.37-8.3990.8312.34-5.22278.584.49-26.87119.993.14-46.42119.770.2-31.03139.220.14-50.0138.892.94-52.58118.513.14-46.42119.77-7.0675.00-3.57
21Q1 (6)1150.880.880.24200.0168.570.2116.67163.640.24148.0168.574.77-5.73114.8613.0261.94340.226.1464.61130.45.86215.05132.450.2952.63164.440.28211.11170.06.20629.41134.335.86215.05132.458.1094.44108.34
20Q4 (5)1140.0-0.870.08-11.11121.620.18200.0166.67-0.5013.7938.275.0621.9390.238.04-21.02218.933.7394.27121.061.86-23.77111.720.19137.5140.430.09-10.0121.430.85-65.16104.261.86-23.77111.72--0.00
20Q3 (4)1140.00.00.09128.120.00.06115.790.0-0.5813.430.04.1581.220.010.18247.320.01.92108.550.02.44115.370.00.08115.690.00.1127.780.02.44115.370.02.44115.370.0--0.00
20Q2 (3)1140.00.0-0.328.570.0-0.38-15.150.0-0.67-91.430.02.293.150.0-6.91-27.490.0-22.46-11.190.0-15.8812.070.0-0.51-13.330.0-0.3610.00.0-15.8812.070.0-15.8812.070.0--0.00
20Q1 (2)114-0.870.0-0.355.410.0-0.33-22.220.0-0.3556.790.02.22-16.540.0-5.4219.820.0-20.20-14.060.0-18.06-13.80.0-0.454.260.0-0.44.760.0-18.069.560.0-18.06-13.80.0--0.00
19Q4 (1)1150.00.0-0.370.00.0-0.270.00.0-0.810.00.02.660.00.0-6.760.00.0-17.710.00.0-15.870.00.0-0.470.00.0-0.420.00.0-19.970.00.0-15.870.00.0--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)
2024/100.82-12.3613.349.622.982.88N/A-
2024/90.93-17.4537.488.7823.963.21.42-
2024/81.13-0.7746.977.8522.533.331.37-
2024/71.147.2456.416.7219.23.251.4係因客戶訂單及新產品開發遞增所致
2024/61.060.8731.875.5813.693.091.42-
2024/51.057.2130.874.5210.132.961.48-
2024/40.985.3722.523.475.092.631.67-
2024/30.9328.73.22.49-0.472.491.79-
2024/20.72-13.83-10.661.56-2.542.261.97-
2024/10.8419.825.730.845.732.271.97-
2023/120.7-4.14-2.619.23-18.072.152.11-
2023/110.731.42-12.788.53-19.132.132.13-
2023/100.726.3-12.497.8-19.682.162.1-
2023/90.68-11.75-29.97.08-20.342.172.24-
2023/80.775.59-32.236.41-19.172.32.12-
2023/70.73-9.58-34.765.64-17.02.332.09-
2023/60.80.1-31.034.91-13.512.412.04-
2023/50.80.37-27.324.11-8.982.51.96-
2023/40.8-11.23-21.773.3-3.032.511.96-
2023/30.911.42.452.54.992.52.1-
2023/20.811.9823.821.66.482.322.27-
2023/10.7910.36-6.820.79-6.822.352.24-
2022/120.72-14.15-34.8811.27-30.542.382.13-
2022/110.841.76-25.5110.55-30.222.631.93-
2022/100.82-14.84-29.219.71-30.62.921.73-
2022/90.97-14.69-31.258.89-30.733.211.71-
2022/81.131.651.967.93-30.663.411.61-
2022/71.11-4.41-5.696.79-34.183.391.62-
2022/61.175.49-20.785.68-37.863.291.65-
2022/51.118.04-24.94.51-41.143.011.81-
2022/41.0216.26-28.43.41-45.02.562.13-
2022/30.8834.63-48.612.38-49.972.382.33-
2022/20.65-23.25-50.91.5-50.732.612.13疫情影響缺料
2022/10.85-22.87-50.60.85-50.63.081.81疫情影響缺料
2021/121.1-1.79-31.9416.2318.353.391.53-
2021/111.12-3.29-34.6615.1225.13.691.41-
2021/101.16-17.3-32.114.035.013.681.41-
2021/91.4126.53-12.3612.8448.293.71.4-
2021/81.11-5.97-19.0711.4362.093.761.37本年累計營收較去年累計增加主要係因客戶需求增加所致
2021/71.18-19.710.6410.3281.714.121.25本年累計營收較去年累計增加主要係因客戶需求增加所致
2021/61.470.0154.659.14102.844.371.06本月營收較去年同期增加主要係因客戶需求增加所致
2021/51.473.0108.527.67115.754.611.01本月營收較去年同期增加主要係因客戶需求增加所致
2021/41.43-16.55127.066.2117.544.471.04本月營收較去年同期增加主要係因客戶需求增加所致
2021/31.7128.63125.254.77114.844.770.83本月營收較去年同期增加主要係因客戶需求增加所致
2021/21.33-22.7989.733.05109.414.680.85本月營收較去年同期增加主要係因客戶需求增加所致
2021/11.726.26127.641.72127.645.070.78本月營收較去年同期增加主要係因客戶需求增加所致
2020/121.62-5.71106.2213.7110.455.060.74本月營收較去年同期增加主要係因客戶需求增加所致
2020/111.720.4898.312.093.975.040.74本月營收較去年同期增加主要係因客戶需求增加所致
2020/101.716.7470.9410.37-3.634.690.8本月營收較去年同期增加主要係因客戶需求增加所致
2020/91.616.8382.238.66-11.294.150.83本月營收較去年同期增加主要係因客戶需求增加所致。
2020/81.3716.9449.067.05-20.563.50.99-
2020/71.1723.360.015.68-28.622.831.22-
2020/60.9534.854.554.51-33.582.291.43-
2020/50.7112.16-38.733.55-39.492.091.56-
2020/40.63-17.21-50.612.85-39.672.091.56受嚴重特殊傳染性肺炎疫情影響
2020/30.768.34-41.692.22-35.632.221.31-
2020/20.7-7.36-15.891.46-31.942.251.29-
2020/10.76-3.73-42.170.76-42.172.411.2-
2019/120.79-9.33-40.8412.41-26.580.0N/A-
2019/110.87-13.37-33.6311.63-25.360.0N/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)1370.74-1.910-2.1509.23-18.82-13.920-31.410-28.350-2.90-2.620-2.620
2022 (9)1369.68-0.930-1.47011.37-29.94-6.950-18.610-11.170-2.120-1.410-1.270
2021 (8)1248.770.0500.10016.2318.389.14127.360.8500.3700.1400.0700.060
2020 (7)114-0.87-0.500-0.47013.7110.484.0220.0-5.060-4.140-0.690-0.620-0.570
2019 (6)1150.88-0.810-0.73012.41-26.613.35-70.41-9.600-7.490-1.190-1.140-0.930
2018 (5)1146.540.44340.00.06-50.016.9112.9611.32-6.140.69-23.332.98308.220.12-7.690.54500.00.5354.55
2017 (4)1073.880.1000.12014.975.512.0620.00.9000.7300.1300.0900.110
2016 (3)1030.0-0.480-0.32014.190.9210.05106.37-3.910-3.470-0.560-0.620-0.490
2015 (2)1030.0-1.140-0.92014.06-6.24.87-43.89-10.460-8.370-1.470-1.410-1.180
2014 (1)1034.04-0.360-0.32014.99-14.978.680-2.920-2.480-0.440-0.380-0.370

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