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)430.00.0-0.88-44.2635.29-1.05-50.026.06-2.21-66.17-27.012.32-0.4315.429.23-24.71335.38-18.47-37.6343.46-16.50-39.1244.37-0.43-38.7134.85-0.38-46.1535.59-15.66-33.8550.54-16.50-39.1244.374.74-14.49-13.46
24Q2 (19)430.00.0-0.6115.28-29.79-0.7023.08-20.69-1.33-84.72-250.02.339.91-2.5112.2635.32-32.3-13.4223.58-17.93-11.8619.97-40.19-0.3116.22-14.81-0.2616.13-30.0-11.7016.37-27.45-11.8619.97-40.198.2233.3131.00
24Q1 (18)430.00.0-0.7251.35-900.0-0.9138.93-4450.0-0.7277.64-900.02.126.53-17.519.06335.94-60.07-17.5647.3-2778.69-14.8254.72-1129.17-0.3743.94-1750.0-0.3151.56-875.0-13.9958.06-1064.83-14.8254.72-1129.172.7721.2717.00
23Q4 (17)430.00.0-1.48-8.82-522.86-1.49-4.93-381.13-3.22-85.06-178.731.99-1.0-36.01-3.84-281.13-114.0-33.32-1.99-484.31-32.73-10.35-766.6-0.660.0-344.44-0.64-8.47-526.67-33.36-5.37-653.23-32.73-10.35-766.6-8.45-99.09-74.88
23Q3 (16)430.00.0-1.36-189.36-219.3-1.42-144.83-279.75-1.74-357.89-146.522.01-15.9-44.782.12-88.29-92.88-32.67-187.08-351.11-29.66-250.59-318.89-0.66-144.44-240.43-0.59-195.0-220.41-31.66-244.88-285.69-29.66-250.59-318.89-11.45-405.79-1472.41
23Q2 (15)430.00.0-0.47-622.22-130.32-0.58-2800.0-142.96-0.38-522.22-114.622.39-7.0-39.4918.11-20.19-51.58-11.38-1765.57-160.53-8.46-687.5-149.97-0.27-1250.0-136.49-0.2-600.0-129.85-9.18-733.1-143.61-8.46-687.5-149.97-12.18-348.25-1451.88
23Q1 (14)430.00.00.09-74.29-91.43-0.02-103.77-102.20.09-97.8-91.432.57-17.36-26.5722.69-17.25-34.54-0.61-107.04-104.211.44-70.67-88.79-0.02-107.41-103.920.04-73.33-91.111.45-75.95-91.11.44-70.67-88.79-15.96-71.80-68.34
22Q4 (13)430.0-2.270.35-69.3-74.450.53-32.91-61.314.099.36-8.53.11-14.56-19.0127.42-7.96-26.848.67-33.36-55.084.91-63.76-69.040.27-42.55-63.510.15-69.39-75.416.03-64.63-69.584.91-63.76-69.04-11.21-47.88-37.19
22Q3 (12)430.0-2.271.14-26.45-8.80.79-41.48-29.463.7443.8522.223.64-7.850.2829.79-20.35-20.0513.01-30.8-26.9513.55-19.96-11.320.47-36.49-27.690.49-26.87-10.9117.05-19.0-13.5413.55-19.96-11.322.5010.583.44
22Q2 (11)430.0-4.441.5547.6255.01.3548.3545.162.60147.6243.653.9512.8611.5837.407.9110.2618.8029.8330.3716.9331.7533.20.7445.145.10.6748.8948.8921.0529.2232.4716.9331.7533.22.0012.137.39
22Q1 (10)43-2.27-4.441.05-23.3629.630.91-33.588.331.05-76.5129.633.5-8.85-0.8534.66-7.5215.2314.48-24.9714.212.85-18.9824.270.51-31.0813.330.45-26.2321.6216.29-17.8125.9912.85-18.9824.27-1.53-6.88-5.63
21Q4 (9)440.0-2.221.379.677.921.3722.32104.484.4746.08124.623.845.7910.6637.480.5928.9319.308.3781.915.863.859.40.7413.85100.00.6110.9174.2919.820.5159.3215.863.859.44.1717.3021.38
21Q3 (8)44-2.22-2.221.2525.0228.951.1220.43154.553.0669.06150.823.632.540.8337.269.8561.317.8123.51179.5915.2820.22222.360.6527.45182.610.5522.22223.5319.7224.1232.5515.2820.22222.361.4124.2315.57
21Q2 (7)450.00.01.0023.4658.730.9310.7175.471.81123.46115.483.540.28-14.933.9212.7767.1814.4213.72127.4412.7122.9285.010.5113.3396.150.4521.6255.1715.8922.89103.9812.7122.9285.011.0014.3318.04
21Q1 (6)450.00.00.815.19285.710.8425.37342.110.81-59.3285.713.531.7332.7130.083.4726.4412.6819.51218.5910.343.92193.750.4521.62309.090.375.71311.1112.933.94193.8610.343.92193.75-0.9453.9138.82
20Q4 (5)450.00.00.77102.631183.330.6752.271240.01.9963.11468.573.47-3.6113.0329.0725.8455.0410.6166.561333.789.95109.921043.680.3760.871750.00.35105.881066.6712.44109.781041.289.95109.921043.68--0.00
20Q3 (4)450.00.00.38-39.680.00.44-16.980.01.2245.240.03.6-13.460.023.1013.850.06.370.470.04.74-31.00.00.23-11.540.00.17-41.380.05.93-23.880.04.74-31.00.0--0.00
20Q2 (3)450.00.00.63200.00.00.53178.950.00.84300.00.04.1656.390.020.29-14.710.06.3459.30.06.8795.170.00.26136.360.00.29222.220.07.7977.050.06.8795.170.0--0.00
20Q1 (2)450.00.00.21250.00.00.19280.00.00.21-40.00.02.66-13.360.023.7926.880.03.98437.840.03.52304.60.00.11450.00.00.09200.00.04.40303.670.03.52304.60.0--0.00
19Q4 (1)450.00.00.060.00.00.050.00.00.350.00.03.070.00.018.750.00.00.740.00.00.870.00.00.020.00.00.030.00.01.090.00.00.870.00.0--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)
2024/100.7612.5922.37.53-0.732.22N/A-
2024/90.68-12.817.06.77-2.82.320.84-
2024/80.78-10.5835.246.09-4.592.390.81-
2024/70.8716.441.75.32-8.532.430.8-
2024/60.75-8.0-2.524.45-10.292.330.82-
2024/50.814.67-4.543.7-11.712.380.81-
2024/40.77-2.70.242.89-13.542.070.93-
2024/30.858.99-10.072.12-17.682.120.98-
2024/20.5-38.82-45.031.32-21.682.031.02-
2024/10.8214.885.820.825.822.190.95-
2023/120.718.81-20.678.96-36.951.991.09-
2023/110.655.02-38.718.24-38.051.861.17-
2023/100.627.71-45.287.59-37.991.781.22-
2023/90.580.79-52.586.96-37.252.011.22本月營收較去年同期減少,係因PMOLED之市場應用需求減少。
2023/80.57-32.75-53.146.39-35.352.191.11本月營收較去年同期減少,係因PMOLED之市場應用需求減少。
2023/70.8511.6-28.685.81-32.832.470.99-
2023/60.77-9.91-42.64.96-33.52.391.11-
2023/50.859.92-37.184.19-31.522.511.06-
2023/40.77-12.71-39.023.34-29.912.571.03-
2023/30.89-2.82-31.442.57-26.612.571.14-
2023/20.9117.79-15.71.68-23.792.581.13-
2023/10.77-13.88-31.530.77-31.532.741.07-
2022/120.9-15.92-26.3614.21-2.293.110.92-
2022/111.07-6.24-23.1513.31-0.083.430.83-
2022/101.14-6.65-7.0512.242.63.590.79-
2022/91.22-0.4-1.811.13.73.640.78-
2022/81.232.35-0.519.884.433.760.76-
2022/71.2-10.183.968.655.173.880.73-
2022/61.33-1.4115.557.465.373.950.7-
2022/51.356.715.786.123.383.910.71-
2022/41.27-1.863.954.770.333.640.76-
2022/31.2919.47-2.833.5-0.93.50.75-
2022/21.08-4.3211.662.210.253.430.76-
2022/11.13-7.38-8.671.13-8.673.740.7-
2021/121.22-12.251.1214.547.883.840.59-
2021/111.3913.3924.5713.328.543.860.59-
2021/101.23-1.386.5411.936.943.70.61-
2021/91.240.92.3810.76.993.630.57-
2021/81.236.96-0.629.467.623.540.58-
2021/71.15-0.160.838.238.983.470.59-
2021/61.15-1.21-2.747.0810.433.540.5-
2021/51.17-4.2-7.595.9213.423.720.48-
2021/41.22-8.27-11.044.7520.143.520.5-
2021/31.3337.350.263.5336.663.530.43本月較去年同期增加,主要係出貨量增加所致。
2021/20.97-21.7411.352.2129.593.410.45-
2021/11.242.5448.651.2448.653.560.43-
2020/121.218.0916.1213.48-0.593.470.41-
2020/111.12-3.0110.1112.27-1.973.480.41-
2020/101.15-5.2313.0511.15-3.043.60.39-
2020/91.21-2.0512.1910.0-4.63.60.42-
2020/81.248.531.378.79-6.543.570.42-
2020/71.14-3.71-6.137.55-7.723.590.42-
2020/61.19-6.141.556.41-8.03.820.43-
2020/51.26-7.775.465.22-9.923.520.47-
2020/41.3754.9321.553.96-13.943.120.53-
2020/30.881.75-25.242.59-25.472.590.82-
2020/20.874.45-15.021.7-25.592.740.77-
2020/10.83-19.88-34.140.83-34.142.880.73-
2019/121.042.5-23.5813.56-19.780.0N/A-
2019/111.01-0.42-20.2812.52-19.450.0N/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)430.0-3.220-3.5108.96-36.9510.96-66.37-17.940-15.760-1.610-1.480-1.390
2022 (9)43-2.274.04-8.83.60-15.4914.21-2.2732.59-6.2414.03-13.0212.43-8.671.99-15.322.21-11.61.77-10.61
2021 (8)44-2.224.43123.744.26135.3614.547.8634.7641.1916.13124.6513.61104.972.35142.272.5129.361.98120.0
2020 (7)450.01.98465.711.812485.7113.48-0.5924.6241.587.181039.686.64467.520.97977.781.09395.450.9462.5
2019 (6)450.00.35-88.450.07-97.6513.56-19.7617.39-35.850.63-93.541.17-85.820.09-94.550.22-87.430.16-88.49
2018 (5)450.03.03-50.412.98-54.5716.9-15.6727.11-13.149.75-42.278.25-40.431.65-51.331.75-47.61.39-50.0
2017 (4)454.656.112.176.5612.9120.0419.8631.21-5.9916.89-6.6313.85-9.63.3912.253.348.092.788.59
2016 (3)4316.225.9855.325.8196.9516.7230.1233.2014.1718.0947.5515.3235.943.0292.363.0975.572.5676.55
2015 (2)375.713.8540.512.9569.5412.8533.8529.0811.3712.2620.7911.2711.031.5761.861.7647.91.4549.48
2014 (1)35-2.782.74308.961.74335.09.610.0926.11010.15010.1500.97321.741.19296.670.97304.17

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