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)800.00.01.115650.0177.50.57173.08246.151.24853.85-72.513.5875.4954.9827.3590.19251.9912.96177.1184.9324.942902.2586.120.46235.29231.430.894550.0178.1224.9898.73108.1724.942902.2586.1262.202768.342.06
24Q2 (19)800.00.0-0.02-113.33-101.25-0.78-168.97-218.180.13-13.33-96.842.0448.91-61.4414.38160.04-24.04-16.818.99-290.59-0.89-112.94-103.8-0.34-36.0-172.34-0.02-116.67-101.5612.5787.05-45.37-0.89-112.94-103.88.2023.34-219.78
24Q1 (18)800.00.00.15160.0-94.05-0.29-270.59-115.030.15-96.48-94.051.37-32.51-82.415.53-74.48-80.24-18.47-3031.75-188.56.88148.9-73.59-0.25-2600.0-115.340.12160.0-94.06.72141.97-74.956.88148.9-73.59-22.31-1.25-63.50
23Q4 (17)800.017.65-0.25-162.5-108.50.17143.59-93.174.26-5.54-31.292.03-12.12-77.8421.67178.89-30.740.63104.13-97.28-14.07-205.0-164.10.01102.86-99.53-0.2-162.5-109.95-16.01-233.42-168.39-14.07-205.0-164.1-34.23-118.75-7.75
23Q3 (16)800.017.650.40-75.0-80.2-0.39-159.09-118.664.519.7338.342.31-56.33-71.837.77-58.95-74.9-15.26-273.02-172.8713.40-42.83-23.78-0.35-174.47-120.350.32-75.0-76.8112.00-47.85-30.9613.40-42.83-23.78-44.21-55.75-112.44
23Q2 (15)800.017.651.60-36.51162.30.66-65.8-55.74.1163.1231.455.29-32.09-23.2218.93-32.37-31.148.82-57.74-51.423.44-10.02263.410.47-71.17-62.41.28-36.0204.7623.01-14.24232.5123.44-10.02263.41-23.53-25.40-44.14
23Q1 (14)8017.6517.652.52-14.29300.01.93-22.49135.372.52-59.35300.07.79-14.9643.227.99-10.5528.6320.87-9.8169.9526.0518.68238.751.63-23.11143.282.0-0.5365.1226.8314.61232.8826.0518.68238.75-1.6215.62-1.67
22Q4 (13)680.0-1.452.9445.54237.932.4919.14344.646.2090.1859.799.1611.7178.2131.291.0775.7923.1410.51226.8421.9524.8690.542.1223.26488.892.0145.65235.023.4134.7134.3321.9524.8690.5415.36138.3429.71
22Q3 (12)680.0-1.452.02231.15158.972.0940.27280.03.26162.98.318.219.0144.3730.9612.6262.5220.9415.37170.1917.58172.5685.641.7237.6290.911.38228.57160.3817.38151.1685.2917.58172.5685.6422.83113.9960.99
22Q2 (11)680.0-1.450.61-3.17-59.871.4981.71109.861.2496.83-44.396.8926.65-4.5727.4926.3326.4518.1547.8118.156.45-16.12-56.971.2586.57108.330.42-2.33-59.626.92-14.14-53.346.45-16.12-56.9716.24-15.3864.07
22Q1 (10)68-1.45-1.450.63-27.59-11.270.8246.43-3.530.63-83.76-11.275.445.84-26.9821.7622.252.2112.2873.4532.97.69-33.2537.320.6786.11-2.90.43-28.33-12.248.06-19.3220.847.69-33.2537.32-1.83-8.0324.12
21Q4 (9)690.00.00.8711.54-61.670.561.82-56.923.8828.9-51.625.14-9.51-44.0717.80-6.56-29.07.08-8.65-36.511.5221.65-31.220.36-18.18-64.710.613.21-61.549.996.5-40.4611.5221.65-31.22-15.42-18.57-10.36
21Q3 (8)690.00.00.78-48.68-74.00.55-22.54-67.463.0134.98-47.745.68-21.33-39.9619.05-12.37-19.217.75-6.85-46.599.47-36.82-56.180.44-26.67-67.880.53-49.04-74.279.38-36.75-57.429.47-36.82-56.18-12.2132.70-19.50
21Q2 (7)690.00.01.52114.08-30.280.71-16.47-56.972.23214.08-18.917.22-3.09-11.8421.742.111.168.32-9.96-51.8814.99167.68-15.210.6-13.04-57.751.04112.24-30.6714.83122.34-24.1414.99167.68-15.21-11.0122.68-25.54
21Q1 (6)690.00.00.71-68.7224.560.85-34.62-15.00.71-91.1524.567.45-18.9313.7421.29-15.08-0.79.24-17.13-19.935.60-66.573.510.69-32.35-9.210.49-68.5925.646.67-60.2526.815.60-66.573.51-10.89-46.52-28.85
20Q4 (5)690.09.522.27-24.33116.191.30-23.0852.948.0239.2490.059.19-2.8524.8625.076.3231.1911.15-23.1613.0816.75-22.4996.831.02-25.5539.731.56-24.27132.8416.78-23.8371.416.75-22.4996.83--0.00
20Q3 (4)690.00.03.0037.610.01.692.420.05.76109.450.09.4615.510.023.589.730.014.51-16.080.021.6122.230.01.37-3.520.02.0637.330.022.0312.690.021.6122.230.0--0.00
20Q2 (3)690.00.02.18282.460.01.6565.00.02.75382.460.08.1925.040.021.490.230.017.2949.830.017.68226.80.01.4286.840.01.5284.620.019.55271.670.017.68226.80.0--0.00
20Q1 (2)699.520.00.57-45.710.01.0017.650.00.57-86.490.06.55-11.010.021.4412.190.011.5417.040.05.41-36.430.00.764.110.00.39-41.790.05.26-46.270.05.41-36.430.0--0.00
19Q4 (1)630.00.01.050.00.00.850.00.04.220.00.07.360.00.019.110.00.09.860.00.08.510.00.00.730.00.00.670.00.09.790.00.08.510.00.0--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)
2024/101.433.7694.938.42-47.794.19N/A客戶需求回升,因此產品出貨量增加
2024/91.380.02110.676.99-54.63.580.7113年上半年客戶訂單量少,導致累計營收較去年同期少
2024/81.3869.191.725.61-61.952.950.85客戶需求下調,導致產品出貨量減少
2024/70.828.14-12.734.23-69.842.311.08客戶需求下調,導致產品出貨量減少
2024/60.752.03-39.293.41-73.922.041.41客戶需求下調,導致產品出貨量減少
2024/50.7435.7-52.112.66-77.551.821.58客戶需求下調,導致產品出貨量減少
2024/40.541.56-78.251.92-81.361.51.91客戶需求下調,導致產品出貨量減少
2024/30.5427.16-79.511.37-82.361.371.92客戶需求下調,導致產品出貨量減少
2024/20.421.49-83.580.84-83.811.431.84客戶需求下調,導致產品出貨量減少
2024/10.42-30.14-84.040.42-84.041.71.55客戶需求下調,導致產品出貨量減少
2023/120.6-14.01-79.517.42-41.322.021.27客戶需求下調,導致產品出貨量減少
2023/110.69-5.79-78.7616.83-37.192.081.23客戶需求下調,導致產品出貨量減少
2023/100.7312.13-75.5216.13-31.432.111.22客戶需求下調,導致產品出貨量減少
2023/90.66-8.97-76.5815.4-24.982.311.41客戶需求下調,導致產品出貨量減少
2023/80.72-23.03-73.3514.74-16.842.91.12客戶需求下調,導致產品出貨量減少
2023/70.94-24.77-65.3514.02-6.683.720.88客戶需求下調,導致產品出貨量減少
2023/61.24-19.51-47.6513.096.165.290.74-
2023/51.54-38.38-37.0311.8519.06.670.58-
2023/42.51-4.2921.5710.337.337.70.51-
2023/32.621.9123.17.7943.37.790.86-
2023/22.57-1.3539.675.1856.288.080.83主係因本月高階產品出貨量較去年同期增加。
2023/12.61-10.2677.072.6177.078.770.77去年同期主力產品受缺料影響出貨量減少所致。
2022/122.9-10.9177.1729.6916.489.161.01去年同期主力產品受缺料影響出貨量減少所致。
2022/113.268.5498.5426.7912.319.061.03去年同期主力產品受缺料影響,導致出貨量減少所致。
2022/103.07.361.6723.535.948.51.09由於去年同期主力產品受缺料影響,導致出貨量減少所致。
2022/92.83.5556.8420.530.858.21.33由於去年同期主力產品受缺料影響,導致出貨量減少所致。
2022/82.70.0941.1217.73-4.517.781.41-
2022/72.713.6636.1215.03-9.767.531.45-
2022/62.37-3.193.0812.33-15.966.891.37-
2022/52.4518.97-2.59.95-19.516.641.42-
2022/42.06-3.09-14.137.5-23.866.031.56-
2022/32.1315.63-18.55.44-26.995.441.48-
2022/21.8425.05-20.773.31-31.574.951.62-
2022/11.47-10.21-41.541.47-41.544.751.69-
2021/121.64-0.16-40.8625.49-23.665.141.53-
2021/111.64-11.61-48.9323.85-22.15.281.49-
2021/101.864.1-42.0222.21-18.965.561.41-
2021/91.78-6.82-43.9820.35-15.95.681.12-
2021/81.91-3.45-39.4818.57-11.656.21.02-
2021/71.98-13.92-36.3216.65-6.726.80.93-
2021/62.3-8.44-20.714.67-0.477.220.89-
2021/52.524.78-9.2612.374.497.530.85-
2021/42.4-8.01-4.329.858.77.330.88-
2021/32.6112.48.367.4513.697.450.92-
2021/22.32-7.7310.44.8416.797.610.9-
2021/12.52-9.1523.382.5223.388.50.81-
2020/122.77-13.7910.7533.3931.779.190.74-
2020/113.210.3431.1730.6234.079.60.71-
2020/103.20.5832.8327.4134.429.550.71-
2020/93.180.6536.3924.234.639.460.84-
2020/83.161.5970.6321.0234.379.180.86主係因本月份出貨量較去年同期增加所致。
2020/73.117.1857.0617.8629.58.790.9主係因本月份出貨量較去年同期增加所致。
2020/62.914.7644.4514.7424.878.190.79-
2020/52.7710.4924.7511.8420.857.690.84-
2020/42.514.1815.869.0619.77.020.92-
2020/32.4114.5212.936.5521.236.551.11-
2020/22.13.167.074.1426.656.651.1主係因本月份出貨量較去年同期增加所致。
2020/12.04-18.451.362.041.366.991.04-
2019/122.52.0918.8725.3431.240.0N/A-
2019/112.451.6234.6722.8432.750.0N/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)8017.654.25-30.562.38-65.4617.43-41.2921.82-23.6310.06-48.1218.9029.991.75-69.623.26-27.393.41-19.58
2022 (9)68-1.456.1259.386.89158.0529.6916.4828.5741.319.39136.1814.5440.895.76175.64.4972.034.2459.4
2021 (8)690.03.84-51.762.67-52.6625.49-23.6620.22-12.328.21-39.9910.32-36.022.09-54.272.61-53.142.66-51.72
2020 (7)699.527.9689.075.6434.6133.3931.7723.06-3.7613.686.8716.1364.594.5741.055.57116.735.51106.37
2019 (6)636.784.21-5.394.1930.9425.3431.2323.96-10.0312.80-0.169.80-26.543.2430.652.570.392.671.14
2018 (5)593.514.45-9.743.20-18.3719.31-6.5826.63-3.912.82-16.2113.34-2.562.48-21.522.56-10.182.64-6.71
2017 (4)573.644.93-17.833.921.0320.676.7727.71-2.4315.30-2.9213.69-19.943.163.612.85-12.582.83-14.5
2016 (3)555.776.0017.653.8841.6119.3612.0428.4014.0615.7625.3817.1010.473.0540.553.2622.563.3123.51
2015 (2)521.965.102.02.74-5.8417.28-2.9224.905.8712.57-4.4115.489.012.17-7.262.664.312.685.93
2014 (1)5115.915.0011.362.9118.2917.84.5223.52013.15014.2002.3413.042.5523.192.5328.43

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