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(%)
24Q1 (20)790.00.0-0.4910.91-188.24-0.482.04-200.0-0.4966.44-188.242.74-2.14-17.223.9836.3-73.23-13.151.2-1046.04-13.4910.01-870.5-0.362.7-820.0-0.3911.36-200.0-13.6810.24-1194.4-13.4910.01-870.5-6.91-11.62-8.74
23Q4 (19)790.00.0-0.55-34.15-450.0-0.49-19.51-1733.33-1.46-60.44-830.02.8-11.67-35.332.92-62.8-81.94-13.31-132.69-323.32-14.99-81.04-3506.82-0.37-105.56-242.31-0.44-33.33-450.0-15.24-158.31-519.83-14.99-81.04-3506.82-10.80-29.20-35.68
23Q3 (18)790.00.0-0.41-24.24-583.33-0.41-51.85-310.0-0.91-82.0-403.333.17-9.94-9.697.85-30.16-25.02-5.72-259.75-921.43-8.28-73.95-7627.27-0.18-200.0-800.0-0.33-26.92-725.0-5.90-102.75-1172.73-8.28-73.95-7627.27-1.80-59.18-60.30
23Q2 (17)790.00.0-0.33-94.12-265.0-0.27-68.75-400.0-0.50-194.12-238.893.526.34-21.7811.24-24.41-34.5-1.59-214.39-116.74-4.76-242.45-176.53-0.06-220.0-113.95-0.26-100.0-262.5-2.91-332.8-125.48-4.76-242.45-176.53-8.61-82.06-351.04
23Q1 (16)790.00.0-0.17-70.0-206.25-0.16-633.33-206.67-0.17-185.0-206.253.31-23.56-14.2514.87-8.04-4.561.39-76.68-79.13-1.39-415.91-128.020.05-80.77-80.77-0.13-62.5-208.331.25-65.56-81.37-1.39-415.91-128.02-0.10-68.34-251.67
22Q4 (15)790.00.0-0.10-66.67-176.920.03130.0-76.920.20-33.33-39.394.3323.364.3416.1754.442.345.961164.29-18.80.44300.0-90.180.261400.0-13.33-0.08-100.0-180.03.63560.0-50.750.44300.0-90.180.68-98.34-40.56
22Q3 (14)790.00.0-0.06-130.0-121.43-0.10-211.11-141.670.30-16.6742.863.51-22.0-17.2210.47-38.99-46.5-0.56-105.89-105.260.11-98.23-98.55-0.02-104.65-104.44-0.04-125.0-118.180.55-95.18-95.130.11-98.23-98.55-2.71-52.50-125.56
22Q2 (13)790.00.00.2025.02100.00.09-40.0125.00.36125.0614.294.516.5826.417.1610.1424.719.5042.64109.716.2225.4360.740.4365.38168.750.1633.33011.4270.19216.346.2225.4360.744.7924.04-12.31
22Q1 (12)790.00.00.1623.08366.670.1515.38250.00.16-51.52366.673.86-6.9940.3615.58-1.3943.26.66-9.26808.514.9610.711072.550.26-13.33966.670.1220.0340.06.71-8.964373.334.9610.711072.55-4.55-15.25-15.22
21Q4 (11)790.00.00.13-53.57146.430.13-45.83156.520.3357.14140.744.15-2.1254.2815.80-19.2673.067.34-31.08238.494.48-41.05177.910.3-33.33314.290.1-54.55145.457.37-34.72210.164.48-41.05177.918.491423.21227.09
21Q3 (10)790.00.00.282900.0203.70.24500.0200.00.21400.0139.624.2419.147.2219.5742.22108.1910.65135.1328.057.60462.96226.040.45181.25446.150.220200.011.29212.74299.477.60462.96226.0424.271491.66320.00
21Q2 (9)790.00.0-0.0183.3394.740.04140.0122.22-0.07-16.6773.083.5629.4524.0413.7626.4727.054.53581.91855.01.35364.71154.660.16633.33900.00100.0100.03.612306.67484.041.35364.71154.6615.8480.9598.26
21Q1 (8)790.01.28-0.0678.5714.29-0.1056.5276.74-0.0692.5914.292.752.2350.2710.8819.17777.42-0.9482.2694.88-0.5191.1379.18-0.0378.5791.18-0.0577.2716.670.15102.24104.64-0.5191.1379.18-2.1837.4330.35
20Q4 (7)790.061.22-0.28-3.783.53-0.234.1775.53-0.81-52.8378.052.69-6.6-0.379.13-2.87137.34-5.30-13.4986.15-5.754.6485.26-0.14-7.6986.41-0.220.073.81-6.69-18.284.03-5.754.6485.26-3.12-22.91-14.58
20Q3 (6)790.061.22-0.27-42.1157.81-0.24-33.3329.41-0.53-103.8573.372.880.3512.069.40-13.2358.54-4.67-678.3360.42-6.03-144.1354.11-0.13-550.056.67-0.22-46.6731.25-5.66-502.1359.1-6.03-144.1354.1128.59-106.7712.41
20Q2 (5)791.2861.22-0.19-171.4368.85-0.1858.1452.63-0.26-271.4380.742.8756.8316.6710.83773.39197.53-0.6096.7395.42-2.47-0.8280.93-0.0294.1293.75-0.15-150.050.0-0.9470.992.73-2.47-0.8280.93--0.00
20Q1 (4)7859.180.0-0.0795.880.0-0.4354.260.0-0.0798.10.01.83-32.220.01.24105.070.0-18.3652.010.0-2.4593.720.0-0.3466.990.0-0.0692.860.0-3.2392.290.0-2.4593.720.0--0.00
19Q4 (3)490.00.0-1.70-165.620.0-0.94-176.470.0-3.69-85.430.02.75.060.0-24.45-1292.680.0-38.26-224.240.0-39.02-196.960.0-1.03-243.330.0-0.84-162.50.0-41.89-202.670.0-39.02-196.960.0--0.00
19Q3 (2)490.00.0-0.64-4.920.0-0.3410.530.0-1.99-47.410.02.574.470.02.05-43.680.0-11.809.990.0-13.14-1.470.0-0.36.250.0-0.32-6.670.0-13.84-7.040.0-13.14-1.470.0--0.00
19Q2 (1)490.00.0-0.610.00.0-0.380.00.0-1.350.00.02.460.00.03.640.00.0-13.110.00.0-12.950.00.0-0.320.00.0-0.30.00.0-12.930.00.0-12.950.00.0--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)
2024/41.043.65-17.833.77-17.392.79N/A-
2024/31.032.74-17.82.74-17.222.741.07-
2024/20.75-22.95-32.151.73-16.882.611.12-
2024/10.9812.030.550.980.552.861.02-
2023/120.87-13.36-37.3912.8-20.992.80.96-
2023/111.019.53-34.8211.92-19.442.920.92-
2023/100.92-6.48-33.5910.91-17.643.010.89-
2023/90.99-11.11-23.749.99-15.783.171.0-
2023/81.113.33-5.579.01-14.83.30.96-
2023/71.07-4.043.087.9-15.963.330.95-
2023/61.12-1.85-26.746.83-18.333.520.88-
2023/51.14-9.87-26.285.71-16.453.620.86-
2023/41.263.68-11.54.57-13.583.590.87-
2023/31.229.58-15.013.31-14.343.311.06-
2023/21.1114.1724.882.09-13.953.481.01-
2023/10.97-30.24-36.50.97-36.53.920.9-
2022/121.4-9.81.3116.210.234.330.78-
2022/111.5511.598.7614.811.164.230.8-
2022/101.397.383.1513.2511.443.850.88-
2022/91.2910.06-7.4111.8612.53.511.1-
2022/81.1712.8-20.4310.5715.543.741.03-
2022/71.04-31.8-23.989.422.464.110.94-
2022/61.53-1.2426.228.3632.544.50.88-
2022/51.558.1924.736.8334.044.410.9-
2022/41.43-0.4228.435.2937.023.751.05-
2022/31.4361.0254.113.8640.53.861.06因客戶訂單增加,故本月營收較去年同期營收增加
2022/20.89-41.9427.432.4233.523.81.08-
2022/11.5311.337.341.5337.344.340.94-
2021/121.38-3.1750.5814.6943.154.150.9因客戶訂單增加,故本月營收較去年同期營收增加
2021/111.425.8345.9513.3142.424.160.89-
2021/101.35-3.6168.2611.8942.014.220.88因客戶訂單增加,故本月營收較去年同期營收增加
2021/91.4-5.4144.4210.5539.244.240.72-
2021/81.487.7753.129.1538.484.050.75因客戶訂單增加,故本月營收較去年同期營收增加
2021/71.3713.2344.687.6735.983.820.8-
2021/61.21-2.4114.686.3134.233.560.76-
2021/51.2411.430.75.139.883.280.83-
2021/41.1119.4828.143.8643.112.740.99-
2021/30.9333.1426.752.7550.222.750.91因電子零件產品本年營收較去年成長
2021/20.7-37.4258.761.8265.972.730.91主係電子零件產品收入較去年同期增加
2021/11.1222.0370.821.1270.823.010.83主係本期導線架及電子零件收入較去年同期增加
2020/120.92-6.151.9610.264.192.690.94-
2020/110.9822.014.449.354.412.740.92-
2020/100.8-17.26-7.68.374.412.730.93-
2020/90.970.2814.457.575.862.880.84-
2020/80.961.8312.476.614.722.960.82-
2020/70.95-10.230.085.643.52.950.82-
2020/61.0511.2138.214.74.212.870.7-
2020/50.959.226.753.64-2.72.550.79-
2020/40.8718.193.772.7-5.642.040.99-
2020/30.7366.75-6.671.83-9.541.831.12-
2020/20.44-32.67-0.751.09-11.361.991.02-
2020/10.65-27.15-17.310.65-17.312.490.82-
2019/120.9-3.874.929.85-25.992.70.76-
2019/110.937.9313.088.95-28.122.640.78-
2019/100.872.48-17.928.02-31.042.570.8-
2019/90.84-1.44-24.07.15-32.352.651.16-
2019/80.86-9.38-25.716.31-33.332.561.2-
2019/70.9523.95-21.05.45-34.392.61.19-
2019/60.76-14.09-34.724.51-36.640.0N/A-
2019/50.896.16-27.773.74-37.020.0N/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)790.0-1.460-1.33012.8-20.999.52-36.83-4.410-7.000-0.560-0.680-1.160
2022 (9)790.00.20-39.390.16-46.6716.210.2815.07-2.595.70-6.13.05-17.340.923.370.953.260.16-40.74
2021 (8)790.00.3300.30014.6943.1815.4786.846.0703.6900.8900.9200.270
2020 (7)7961.22-0.810-1.06010.265.238.280-6.140-4.320-0.630-0.430-0.640
2019 (6)490.0-3.690-2.1009.75-25.4-5.220-21.220-21.700-2.070-2.230-1.820
2018 (5)490.0-1.170-0.76013.072.0313.14-20.8-1.050-3.210-0.140-0.110-0.580
2017 (4)49-30.0-0.680-0.29012.8125.116.5976.33.220-0.5000.4100.30-0.340
2016 (3)70-1.41-1.640-1.44010.2420.199.41128.95-5.720-9.710-0.590-0.610-1.160
2015 (2)710.0-1.330-1.2808.52-18.554.11-78.81-11.980-10.830-1.020-0.950-0.940
2014 (1)710.00.3794.740.33106.2510.467.2819.4006.1003.8500.64137.040.64128.570.2685.71

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