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)1110.00.01.38216.95166.670.4919.51192.45-1.7044.8176.224.58-2.1427.9337.042.63135.3211.8520.55171.633.47219.41152.250.5417.39191.531.53216.79166.8133.48219.66152.2633.47219.41152.2516.36127.42643.09
24Q2 (19)1110.00.0-1.1837.8950.830.411266.67148.24-3.08-62.1139.254.6834.8745.3436.096.62143.039.831084.34133.66-28.0353.7866.040.461433.33148.94-1.3137.6250.75-27.9853.8666.1-28.0353.7866.0410.81-3097.72589.34
24Q1 (18)1110.910.91-1.90-6233.3328.570.03-88.0103.8-1.9073.5428.573.47-13.2528.5233.8537.32165.490.83-77.45102.54-60.64-6790.9144.110.03-80.0103.41-2.1-5150.028.33-60.64-1278.1844.11-60.64-6790.9144.11-0.76-3067.3929.58
23Q4 (17)110-0.90.0-0.0398.5599.160.25147.17137.31-7.18-0.4215.834.011.7312.9924.6556.6183.413.68122.24117.04-0.8898.6399.210.15125.42119.48-0.0498.2598.98-4.4093.1396.06-0.8898.6399.2111.4656.1592.41
23Q3 (16)1110.00.91-2.0713.75-1.97-0.5337.65-70.97-7.15-41.03-43.863.5811.184.6815.745.99-31.45-16.5543.32-52.53-64.0622.42.2-0.5937.23-59.46-2.2913.91-2.23-64.0722.373.61-64.0622.42.215.2211.7615.03
23Q2 (15)1110.910.91-2.409.77-72.66-0.85-7.59-1600.0-5.07-90.6-72.453.2219.26-5.2914.8516.47-46.39-29.2010.68-1077.42-82.5523.92-83.98-0.94-6.82-1075.0-2.669.22-75.0-82.5323.94-80.39-82.5523.92-83.98-2.2317.52-12.75
23Q1 (14)1100.00.0-2.6625.28-71.61-0.79-17.91-558.33-2.6668.82-71.612.7-23.73-9.0912.75-5.13-59.91-32.69-51.41-538.48-108.502.01-89.12-0.88-14.29-486.67-2.9325.45-71.35-108.502.8-86.36-108.502.01-89.12-10.11-25.05-67.02
22Q4 (13)1100.022.22-3.56-75.37-101.13-0.67-116.13-644.44-8.53-71.63-103.13.543.5114.5613.44-41.46-37.49-21.59-98.99-491.51-110.73-69.05-114.63-0.77-108.11-600.0-3.93-75.45-147.17-111.62-67.93-114.32-110.73-69.05-114.632.05-60.70-318.06
22Q3 (12)1100.022.22-2.03-46.04-113.68-0.31-520.0-487.5-4.97-69.05-102.863.420.597.5522.96-17.11-27.39-10.85-337.5-523.83-65.50-45.98-142.86-0.37-362.5-562.5-2.24-47.37-160.47-66.47-45.29-142.68-65.50-45.98-142.867.54-17.86-230.84
22Q2 (11)1100.022.22-1.3910.32-178.0-0.0558.3373.68-2.94-89.68-97.323.414.4810.3927.70-12.899.23-2.4851.5673.22-44.8721.79-205.24-0.0846.6771.43-1.5211.11-237.78-45.7521.42-168.01-44.8721.79-205.245.3011.3812.50
22Q1 (10)11022.2223.6-1.5512.43-56.57-0.12-33.330-1.5563.1-56.572.97-3.88-1.3331.8047.91-4.19-5.12-40.27-2069.23-57.37-11.2-96.0-0.15-36.36-1600.0-1.71-7.55-94.32-58.22-11.79-102.22-57.37-11.2-96.0-3.35-36.94-122.91
21Q4 (9)900.01.12-1.77-86.32-78.79-0.09-212.5-125.0-4.20-71.43-228.123.09-2.83-10.1721.50-32.01-37.84-3.65-242.58-205.49-51.59-91.29-101.6-0.11-237.5-191.67-1.59-84.88-80.68-52.08-90.14-53.72-51.59-91.29-101.60.21-88.16-35.19
21Q3 (8)900.01.12-0.95-90.0-143.590.08142.11-71.43-2.45-64.43-744.833.183.25-11.1731.6224.68-22.92.56127.65-76.81-26.97-83.47-181.230.08128.57-80.0-0.86-91.11-152.94-27.39-60.46-284.15-26.97-83.47-181.232.79-20.2571.06
21Q2 (7)901.125.88-0.5049.49-814.29-0.190-132.2-1.49-50.51-1755.563.082.33-25.2425.36-23.59-44.37-9.26-3661.54-144.46-14.7049.78-1120.83-0.28-2900.0-132.56-0.4548.86-850.0-17.0740.71-377.56-14.7049.78-1120.83-5.0824.75-50.00
21Q1 (6)890.0-1.11-0.990.0-3400.00.00-100.0-100.0-0.9922.66-3400.03.01-12.5-17.9833.19-4.05-23.750.26-92.49-98.1-29.27-14.38-4281.430.01-91.67-98.0-0.880.0-4500.0-28.7915.02-816.17-29.27-14.38-4281.43-8.21-76.92-35.72
20Q4 (5)890.01.14-0.99-153.85-183.90.3628.57-60.0-1.28-341.38-142.113.44-3.91-27.8834.59-15.65-30.63.46-68.66-84.58-25.59-166.84-217.490.12-70.0-88.79-0.88-158.82-184.62-33.88-375.18-245.1-25.59-166.84-217.49--0.00
20Q3 (4)894.710.0-0.39-657.140.00.28-52.540.0-0.29-422.220.03.58-13.110.041.01-10.050.011.04-47.00.0-9.59-765.970.00.4-53.490.0-0.34-666.670.0-7.13-215.930.0-9.59-765.970.0--0.00
20Q2 (3)85-5.560.00.07133.330.00.5978.790.00.09200.00.04.1212.260.045.594.730.020.8352.380.01.44105.710.00.8672.00.00.06200.00.06.1552.990.01.44105.710.0--0.00
20Q1 (2)902.270.00.03-97.460.00.33-63.330.00.03-99.010.03.67-23.060.043.53-12.660.013.67-39.080.00.70-96.790.00.5-53.270.00.02-98.080.04.02-82.780.00.70-96.790.0--0.00
19Q4 (1)880.00.01.180.00.00.900.00.03.040.00.04.770.00.049.840.00.022.440.00.021.780.00.01.070.00.01.040.00.023.350.00.021.780.00.0--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)
2024/101.23-36.06-7.1613.9729.064.44N/A-
2024/91.9350.3520.9712.7433.994.580.61-
2024/81.28-7.1116.210.8136.293.970.7-
2024/71.384.8552.339.5339.484.390.64自有光電元件產品的AI數據中心客戶需求持續穩定,加上光電元件晶圓代工訂單需求持續穩健,致本月銷量較去年同期增加52.33%。
2024/61.31-22.41-30.428.1537.544.70.62-
2024/51.690.33135.896.8468.894.910.59自有光電元件產品的AI數據中心客戶需求持續穩定,加上部分急單提前在5月交貨,致本月銷量較去年同期增加124%。
2024/41.6910.99171.945.1554.674.230.69今年AI數據中心客戶需求持續穩健及部份五一長假前預先拉貨, 致本月銷量較去年同期增加157%。
2024/31.5249.153.313.4728.283.470.89-
2024/21.029.429.571.9557.833.330.93因去年KGD市場需求減緩,KGD產品銷售遠低於過往,今年市場回暖,致整體累積銷量較去年增加52.7%。
2024/10.93-32.31107.970.93107.973.620.852023/1 因適逢農曆年節及KGD市場需求減緩,KGD產品銷售遠低於過往,今年市場回暖,致整體銷量較去年同期增加102.84%。
2023/121.384.86-2.113.511.254.020.64-
2023/111.31-0.9140.5612.131.564.230.61-
2023/101.33-16.6910.5810.82-1.534.020.64-
2023/91.5944.422.659.51-2.933.60.87-
2023/81.121.7623.37.93-4.13.90.8-
2023/70.9-52.11-8.926.83-7.293.510.89-
2023/61.89163.0716.515.93-6.983.231.04-
2023/50.7215.66-27.164.05-15.242.811.2-
2023/40.62-57.83-22.663.33-12.072.881.17-
2023/31.4787.071.662.7-9.072.711.35-
2023/20.7975.59-11.971.24-19.512.641.38-
2023/10.45-68.13-30.340.45-30.342.791.31-
2022/121.4150.5713.2313.347.923.540.95-
2022/110.93-22.04-9.6911.947.463.680.92-
2022/101.2-22.6748.4210.999.083.640.93-
2022/91.5573.4714.179.795.613.441.13-
2022/80.89-10.06-13.838.274.593.511.11-
2022/70.99-38.7326.837.377.263.61.08-
2022/61.6264.4632.346.374.663.410.95-
2022/50.9922.82.74.78-1.733.241.0-
2022/40.8-44.56-9.443.78-2.943.151.03-
2022/31.4561.978.452.97-1.262.991.02-
2022/20.8938.951.531.54-8.342.781.09-
2022/10.64-48.2-19.130.64-19.132.921.04-
2021/121.2420.08-6.4412.36-16.593.090.91-
2021/111.0328.1115.9711.11-17.573.20.87-
2021/100.81-40.51-34.0110.08-20.043.20.87-
2021/91.3630.92-1.69.27-18.53.181.03-
2021/81.0432.38-4.277.91-20.863.051.07-
2021/70.78-36.07-30.126.87-22.882.971.1-
2021/61.2327.63-24.06.09-21.873.071.04-
2021/50.968.27-24.914.86-21.333.181.01-
2021/40.89-33.6-27.63.9-20.373.11.03-
2021/31.3451.63-7.63.01-17.973.011.15-
2021/20.8810.66-11.851.68-24.743.011.15-
2021/10.8-40.07-35.180.8-35.183.021.15-
2020/121.3348.86-31.9514.82-17.043.441.05-
2020/110.89-27.1-41.7113.48-15.23.51.04-
2020/101.22-11.3-3.5612.6-12.283.690.98-
2020/91.3827.36-24.1711.38-13.133.581.02-
2020/81.08-3.35-9.99.99-11.43.820.96-
2020/71.12-30.47-31.728.91-11.554.010.91-
2020/61.6126.08-8.077.79-7.574.120.89-
2020/51.284.4-24.586.18-7.583.950.93-
2020/41.23-15.261.04.9-1.873.671.0-
2020/31.4544.64-19.553.67-2.793.671.0-
2020/21.0-18.62-4.112.2312.394.180.88-
2020/11.23-37.0830.681.2330.684.710.78-
2019/121.9527.4925.5917.86-8.50.0N/A-
2019/111.5320.69.1615.9-11.50.0N/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)1100.0-7.180-1.92013.511.2717.57-25.58-16.810-58.660-2.270-8.060-7.920
2022 (9)11022.22-8.530-1.14013.347.9323.61-15.44-10.300-70.450-1.370-9.520-9.40
2021 (8)901.12-4.200-0.20012.36-16.627.92-32.59-2.490-30.630-0.310-3.870-3.780
2020 (7)891.14-1.2801.59-28.714.82-17.0241.42-8.6512.66-25.04-7.6901.88-37.75-1.020-1.140
2019 (6)8810.03.00-24.242.23-21.7517.86-8.545.34-1.3916.89-14.8314.72-9.533.02-21.963.22-17.652.68-16.25
2018 (5)806.673.96-16.282.85-17.3919.521.3545.98-1.1619.83-15.0416.27-12.243.87-14.03.91-7.783.2-10.36
2017 (4)754.174.7330.663.4535.8319.265.8246.523.5823.3439.1818.5416.384.547.544.2435.463.5723.1
2016 (3)7228.573.62-19.022.54-1.9318.29.6444.915.8716.77-8.0615.93-4.273.050.663.137.192.95.07
2015 (2)5633.334.4715.82.5971.5216.622.6942.425.8118.2438.9216.6434.963.0370.222.9264.972.7665.27
2014 (1)4216.673.8626.971.5152.5313.5329.140.09013.13012.3301.7878.01.7773.531.6749.11

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