. 愛玩股

   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)1110.010.0-0.31-3.3313.89-0.36-33.330.0-0.99-45.5916.10.08-33.3314.29-0.85-111.8489.96-48.71-99.4725.19-42.15-79.1331.98-0.04-33.330.0-0.030.025.0-42.15-79.1331.98-42.15-79.1331.9853.348.86-4.16
24Q2 (19)100.00.0-0.3021.0534.78-0.2725.040.0-0.68-78.9516.050.12140.0200.07.18138.42137.09-24.4276.5180.75-23.5376.6483.24-0.0340.040.0-0.0325.040.0-23.5376.6483.24-23.5376.6483.2451.2510.5322.50
24Q1 (18)100.00.0-0.380.0-8.57-0.3620.034.55-0.3875.48-8.570.05-37.5150.0-18.69-1599.0959.0-103.98-54.8760.17-100.72-97.9944.04-0.050.016.67-0.040.00.0-100.72-77.7344.04-100.72-97.9944.04-11.61-2.78-2.50
23Q4 (17)100.00.0-0.38-5.569.52-0.45-25.00.0-1.55-31.36-251.960.0814.2933.33-1.1087.0186.98-67.14-3.1226.96-50.8717.9122.21-0.05-25.00.0-0.040.00.0-56.678.5522.3-50.8717.9122.2144.648.09-2.50
23Q3 (16)100.00.0-0.3621.7420.0-0.3620.00.0-1.18-45.68-180.270.0775.040.0-8.4756.25-30.71-65.1148.6725.99-61.9755.8722.57-0.0420.020.0-0.0420.00.0-61.9755.8722.57-61.9755.8722.5787.50-4.8519.09
23Q2 (15)100.011.11-0.46-31.43-119.17-0.4518.1818.18-0.81-131.43-140.70.04100.0300.0-19.3657.5384.49-126.8551.4184.97-140.4321.97-103.91-0.0516.670.0-0.05-25.0-122.73-140.4321.97-103.91-140.4321.97-103.9116.66-7.38-2.02
23Q1 (14)100.025.0-0.3516.6723.91-0.55-22.22-52.78-0.35-134.3123.910.02-66.670.0-45.58-439.41-588.52-261.07-184.02-50.54-179.98-175.24-3.48-0.06-20.0-50.0-0.040.00.0-179.98-146.78-3.48-179.98-175.24-3.48-23.3411.67-23.61
22Q4 (13)100.025.0-0.426.676.67-0.45-25.0-25.01.02-30.61160.360.0620.0-40.0-8.45-30.4-484.09-91.92-4.48-149.38-65.3918.29-77.02-0.050.0-25.0-0.040.00.0-72.938.87-97.43-65.3918.29-77.02210.00-56.044.77
22Q3 (12)1011.1125.0-0.45-118.75-7.14-0.3634.55-33.331.47-26.13218.550.05400.0-28.57-6.4894.81-157.91-87.9889.58-69.78-80.03-102.23-53.99-0.050.0-66.67-0.04-118.18-33.33-80.03-102.23-53.99-80.03-102.23-53.99175.00251.50-9.12
22Q2 (11)912.512.52.40621.74671.43-0.55-52.78-103.71.99532.61342.680.01-50.0-75.0-124.84-1785.8-989.81-844.19-386.79-973.353593.552166.094664.98-0.05-25.0-66.670.22650.0833.333593.552166.094664.983593.552166.094664.98-65.00309.76-26.39
22Q1 (10)80.00.0-0.46-2.22-12.2-0.360.0-33.33-0.4672.78-12.20.02-80.0-33.33-6.62-400.91-135.59-173.42-370.48-64.68-173.93-370.84-64.75-0.040.0-33.33-0.040.0-33.33-173.93-370.84-64.75-173.93-370.84-64.75-18.57-4.68-16.66
21Q4 (9)80.0-55.56-0.45-7.14-462.5-0.36-33.33-33.33-1.69-36.29-191.380.142.8625.02.20-80.34-57.2-36.8628.8718.74-36.9428.92-99.03-0.04-33.33-33.33-0.04-33.33-300.0-36.9428.92-99.03-36.9428.92-99.0358.93-3.57-16.66
21Q3 (8)80.0-55.56-0.420.0-281.82-0.270.0-50.0-1.24-51.22-143.140.0775.0-22.2211.19-20.24-44.05-51.8234.11-122.59-51.9733.98-126.35-0.030.0-50.0-0.030.0-50.0-51.9733.98-126.35-51.9733.98-126.3554.16-1.220.00
21Q2 (7)80.0-55.56-0.42-2.44-133.33-0.270.00.0-0.82-100.0-105.00.0433.33-63.6414.03-24.57283.33-78.6525.32-164.19-78.7225.43-164.61-0.030.00.0-0.030.00.0-78.7225.43-164.61-78.7225.43-164.61-14.59-207.470.00
21Q1 (6)8-55.56-55.56-0.41-412.5-95.24-0.270.025.0-0.4129.31-95.240.03-62.5018.60261.87-81.4-105.31-132.1698.27-105.57-468.898.23-0.030.025.0-0.03-200.025.0-105.57-468.898.23-105.57-468.898.23-36.80-192.62-25.00
20Q4 (5)180.05.88-0.0827.2773.33-0.27-50.050.91-0.58-13.7338.30.08-11.1105.14-74.3-83.76-45.36-94.8599.42-18.5619.1699.71-0.03-50.050.0-0.0150.080.0-18.5619.1699.71-18.5619.1699.71--0.00
20Q3 (4)180.00.0-0.1138.890.0-0.1833.330.0-0.51-27.50.00.09-18.180.020.00446.450.0-23.2821.80.0-22.9622.820.0-0.0233.330.0-0.0233.330.0-22.9622.820.0-22.9622.820.0--0.00
20Q2 (3)180.00.0-0.1814.290.0-0.2725.00.0-0.40-90.480.00.1100.03.66-96.340.0-29.7799.510.0-29.7599.50.0-0.0325.00.0-0.0325.00.0-29.7599.50.0-29.7599.50.0--0.00
20Q1 (2)185.880.0-0.2130.00.0-0.3634.550.0-0.2177.660.0000.0100.00215.960.0-6100.0022.490.0-5967.197.750.0-0.0433.330.0-0.0420.00.0-5967.197.770.0-5967.197.750.0--0.00
19Q4 (1)170.00.0-0.300.00.0-0.550.00.0-0.940.00.000.00.031.650.00.0-7869.620.00.0-6468.350.00.0-0.060.00.0-0.050.00.0-6469.620.00.0-6468.350.00.0--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)
2024/100.02-11.79-39.740.2773.210.07N/A係因本期清運收入較同期減少
2024/90.02-42.04-32.960.25100.890.080.0係因本期清運收入較同期增加
2024/80.0449.4776.720.23145.410.120.0係因本期清運收入較同期增加
2024/70.02-58.5565.070.19164.530.130.0係因本期清運收入較同期增加
2024/60.0629.56555.920.17189.290.120.0係因本期清運收入較同期增加
2024/50.04118.85260.50.11124.010.090.0係因本期清運收入較同期增加
2024/40.02-24.7232.310.0778.450.050.0係因本期清運收入較同期增加
2024/30.03258.77214.450.05111.280.050.0係因本期清運收入較同期增加
2024/20.01-32.85-18.260.0243.440.050.0-
2024/10.01-59.81190.90.01190.90.060.0係因本期清運收入較同期增加
2023/120.0353.89.080.246.920.080.0-
2023/110.02-40.1330.350.1755.70.080.0係因本期清運收入較同期增加
2023/100.03-1.8879.210.1554.00.080.0係因本期清運收入較同期增加
2023/90.0352.7910.490.1251.120.070.0係因本期清運收入較同期增加
2023/80.0239.62-2.930.0979.170.040.0係因本期清運收入較同期增加
2023/70.0164.69405.590.07134.330.040.0係因本期清運收入較同期增加
2023/60.01-28.79255.460.06106.720.040.0係因本期清運收入較同期增加
2023/50.01-19.67431.460.0592.390.040.0係因本期清運收入較同期增加
2023/40.0278.9980.980.0458.610.030.0係因本期清運收入較同期增加
2023/30.01-6.739.160.02-1.230.020.0-
2023/20.01138.9623.150.01-7.050.040.0-
2023/10.0-84.93-41.40.0-41.40.040.0-
2022/120.0383.81-40.030.14-43.020.060.18-
2022/110.01-17.7-59.090.11-43.680.060.17客戶製程進行調整用量減少所致。
2022/100.02-39.5-26.970.1-40.440.070.15-
2022/90.0334.2341.360.08-42.680.050.39-
2022/80.02627.27-14.470.05-56.60.030.77客戶製程進行調整用量減少所致。
2022/70.015.78-86.470.03-67.390.012.61客戶製程進行調整用量減少所致。
2022/60.06.46-75.170.03-61.920.013.22客戶製程進行調整用量減少所致。
2022/50.063.38-87.750.03-59.850.011.72客戶製程進行調整用量減少所致。
2022/40.0-81.93-90.120.02-48.070.021.19客戶製程進行調整用量減少所致。
2022/30.015.22-29.380.02-28.260.021.37-
2022/20.0113.69-12.220.01-27.620.060.53-
2022/10.01-84.58-39.610.01-39.610.080.36-
2021/120.0425.3952.720.24-13.760.10.3客戶單月需求增加；另去年收入自結數與會計師查核數差異1,439千元係因工程結案於109年Q3認列收入調整所致。
2021/110.0346.947.540.2-21.220.080.39去年收入自結數與會計師查核數差異1,439千元係因工程結案於109年Q3認列收入調整所致。
2021/100.0217.11-6.690.16-28.220.070.45去年收入自結數與會計師查核數差異1,439千元係因工程結案於109年Q3認列收入調整所致。
2021/90.02-18.79-54.410.14-30.870.070.46收入自結數與會計師查核數差異1,439千元係因工程結案於110年Q3認列收入調整所致。
2021/80.0215.04-3.720.12-24.410.060.54-
2021/70.02112.460.90.09-28.360.050.6-
2021/60.01-47.49-68.130.07-33.850.040.46客戶製程轉變致業務減少。
2021/50.0231.78-47.330.06-20.540.040.45客戶製程轉變致業務減少。
2021/40.0129.2-67.120.041.190.030.59客戶製程轉變致業務減少。
2021/30.0130.787320.00.034670.310.030.0本期增加業務所致。
2021/20.01-21.786991.660.023859.180.050.0本期新增業務所致。
2021/10.01-61.02840.540.012840.540.060.0本期新增業務所致。
2020/120.0321.149200.00.281782.120.080.0本期新增業務所致。
2020/110.02-7.0912694.40.251627.680.080.0本期新增業務所致。
2020/100.02-14.348163.330.211387.620.080.0本期新增業務所致。
2020/90.0314.568411.760.191241.520.080.0本期新增業務所致。
2020/80.0320.579255.550.161062.00.080.0本期新增業務所致。
2020/70.02-32.917659.250.13895.790.090.0本期新增業務所致。
2020/60.03-13.2169.680.11756.40.110.0本期新增業務所致。
2020/50.04-17.7413225.90.085404.10.080.0本期新增業務所致。
2020/40.0429060.016100.00.043629.410.040.0本期新增業務所致。
2020/30.025.0-55.880.0-29.670.00.0本期業務衰退所致。
2020/20.0-67.56-60.00.0-15.510.00.0本期業務衰退所致。
2020/10.023.3337.030.037.030.00.0-
2019/120.066.66-92.10.01-78.560.0N/A變動原因係本期業務衰退所致。
2019/110.0-40.0-95.690.01-77.760.0N/A變動原因係本期業務衰退所致。
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)100.0-1.550-1.6400.242.86-11.660-98.360-84.820-0.20-0.170-0.160
2022 (9)1025.01.020-1.7300.14-41.67-12.710-137.84078.360-0.1900.100.10
2021 (8)8-55.56-1.690-1.2700.24-14.298.90-7.0-57.270-57.390-0.140-0.140-0.140
2020 (7)185.88-0.580-1.1800.282700.09.57-71.15-45.970-38.220-0.130-0.110-0.110
2019 (6)170.0-0.940-1.5500.01-85.7133.1781.65-1162.610-1090.350-0.170-0.160-0.160
2018 (5)170.00.060-1.9100.07-93.018.2643.67-304.27011.260-0.2100.0100.010
2017 (4)170.0-0.640-1.1801.0108.3312.7160.28-18.900-16.650-0.190-0.170-0.110
2016 (3)170.0-1.170-2.0900.482300.07.93-85.89-62.790-56.760-0.30-0.270-0.20
2015 (2)176.25-0.600-1.7300.02-75.056.2292.73-935.160-498.210-0.190-0.10-0.10
2014 (1)1660.0-1.650-2.4500.08-65.2229.170-355.110-352.070-0.270-0.270-0.270

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