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)670.00.0-0.45-800.0-104.55-0.3151.56-24.0-0.71-173.08-162.961.02-41.7115.9130.3430.7225.01-17.5028.289.98-29.46-1501.09-72.38-0.1858.14-5.88-0.3-900.0-100.0-26.07-1603.92-52.55-29.46-1501.09-72.3835.85-361.9025.78
24Q2 (19)670.00.0-0.0576.1977.27-0.640.0-64.1-0.26-23.81-550.01.75113.4194.4423.21-31.0104.67-24.4050.3613.66-1.8489.3888.71-0.43-7.5-65.38-0.0378.5780.0-1.5388.6790.62-1.8489.3888.7149.8665.75-5.17
24Q1 (18)670.00.0-0.2155.32-216.67-0.64-10.34-540.0-0.2171.23-216.670.82-13.68-14.5833.6460.3414.23-49.15-115.76-589.34-17.3347.16-239.2-0.4-81.82-471.43-0.1454.84-216.67-13.504.73-208.35-17.3347.16-239.2-2.86-29.16-71.17
23Q4 (17)670.06.35-0.47-113.64-4600.0-0.58-132.0-1833.33-0.73-170.3742.060.957.95-14.4120.98-13.56-32.82-22.78-17.18-1000.48-32.80-91.93-4215.79-0.22-29.41-1000.0-0.31-106.67-3000.0-14.1717.09-904.96-32.80-91.93-4215.792.87-56.82-48.05
23Q3 (16)670.00.0-0.220.0-2100.0-0.2535.9-19.05-0.27-575.078.740.88-2.22-9.2824.27114.02-12.29-19.4431.21-33.33-17.09-4.85-3387.76-0.1734.62-21.43-0.150.00-17.09-4.72-5240.62-17.09-4.85-3387.76-4.24-111.11-127.05
23Q2 (15)670.00.0-0.22-222.2263.33-0.39-290.0-77.27-0.04-122.2296.950.9-6.2542.8611.34-61.49-59.83-28.26-296.35-11.13-16.30-230.9274.16-0.26-271.43-62.5-0.15-225.062.5-16.32-230.9874.97-16.30-230.9274.16-9.88838.89-261.67
23Q1 (14)676.3526.420.181900.0125.0-0.10-233.3364.290.18114.29125.00.96-13.5154.8429.45-5.716.87-7.13-244.4475.9212.451738.16119.8-0.07-250.061.110.121300.0130.7712.46983.69119.812.451738.16119.80.46950.00-73.81
22Q4 (13)63-5.9718.87-0.010.050.0-0.0385.7190.32-1.260.79-100.01.1114.438.8231.2312.87128.29-2.0785.889.08-0.76-55.125.49-0.0285.7189.47-0.0100.0-1.41-340.62-393.75-0.76-55.125.4934.2049.1645.13
22Q3 (12)670.026.42-0.0198.3397.44-0.214.55-40.0-1.273.05-108.20.9753.97-11.8227.67-1.9830.64-14.5842.67-50.62-0.4999.2297.41-0.1412.5-27.270100.0100.0-0.3299.5198.35-0.4999.2297.4127.7957.5012.99
22Q2 (11)6726.42-1.47-0.6016.67-400.0-0.2221.43-2300.0-1.31-81.94-670.590.631.61-58.5528.2312.0229.5-25.4314.12-3490.67-63.07-0.29-1048.82-0.1611.11-1700.0-0.4-2.56-400.0-65.19-3.61-1198.61-63.07-0.29-1048.82-18.80-1741.6615.55
22Q1 (10)530.0-22.06-0.72-3500.0-1340.0-0.289.68-180.0-0.72-14.29-1340.00.62-39.22-27.0625.2084.21-18.47-29.61-56.17-258.04-62.89-6065.69-1525.06-0.185.26-157.14-0.39-3800.0-1200.0-62.92-13208.33-1718.5-62.89-6065.69-1525.06-23.24-1702.57-48.50
21Q4 (9)530.0-22.06-0.0294.8795.56-0.31-106.67-63.16-0.63-3.2811.271.02-7.2713.3313.68-35.41-43.93-18.96-95.87-53.77-1.0294.6197.03-0.19-72.73-72.73-0.0195.2496.770.48102.47101.49-1.0294.6197.03-17.45-65.06-853.34
21Q3 (8)53-22.06-22.06-0.39-225.0-4000.0-0.15-1600.050.0-0.61-258.82-144.01.1-27.6341.0321.18-2.84-9.64-9.68-1390.6757.43-18.93-244.81-4043.75-0.11-1200.038.89-0.21-162.50-19.44-287.25-698.15-18.93-244.81-4043.7525.59-182.50-745.00
21Q2 (7)680.00.0-0.12-140.0-125.530.01110.0103.23-0.17-240.034.621.5278.8290.021.80-29.4719.850.75109.07102.88-5.49-41.86-113.660.01114.29104.76-0.08-166.67-125.0-5.02-45.09-112.17-5.49-41.86-113.6636.63-25.5578.69
21Q1 (6)680.00.0-0.0588.8993.15-0.1047.3781.82-0.0592.9693.150.85-5.5634.9230.9126.68301.95-8.2732.9384.38-3.8788.7395.08-0.0736.3678.79-0.0390.3294.0-3.4689.2795.34-3.8788.7395.084.91-2255.5542.02
20Q4 (5)680.00.0-0.45-4600.04.26-0.1936.6761.22-0.71-184.052.350.915.3850.024.404.1244.63-12.3345.7881.67-34.35-7256.2535.66-0.1138.8972.5-0.3103.12-32.24-1092.050.56-34.35-7256.2535.66--0.00
20Q3 (4)680.00.00.01-97.870.0-0.303.230.0-0.253.850.00.78-2.50.023.4428.860.0-22.7412.710.00.48-98.810.0-0.1814.290.00-100.00.03.25-92.120.00.48-98.810.0--0.00
20Q2 (3)680.00.00.47164.380.0-0.3143.640.0-0.2664.380.00.826.980.018.19136.540.0-26.0550.780.040.20151.140.0-0.2136.360.00.32164.00.041.24155.550.040.20151.140.0--0.00
20Q1 (2)680.00.0-0.73-55.320.0-0.55-12.240.0-0.7351.010.00.635.00.07.698.620.0-52.9321.320.0-78.61-47.240.0-0.3317.50.0-0.5-56.250.0-74.24-13.850.0-78.61-47.240.0--0.00
19Q4 (1)680.00.0-0.470.00.0-0.490.00.0-1.490.00.00.60.00.07.080.00.0-67.270.00.0-53.390.00.0-0.40.00.0-0.320.00.0-65.210.00.0-53.390.00.0--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)
2024/100.4286.8722.774.029.651.07N/A-
2024/90.23-46.09-26.343.5830.511.01.27-
2024/80.4216.4463.313.3537.661.460.88主要係因代工客戶及東歐地區客戶訂單成長所致
2024/70.36-47.0614.892.9334.641.620.79-
2024/60.6817.86117.962.5837.961.750.54主要係因日本區及美洲區的客戶訂單成長所致
2024/50.5815.77104.991.921.921.360.7主要係因日本區的客戶訂單成長所致
2024/40.576.7359.951.323.580.990.96主要係因美洲區及日本區的客戶訂單成長所致
2024/30.2835.64-15.80.82-14.630.821.57-
2024/20.21-37.53-43.050.54-14.01.071.21-
2024/10.338.0126.180.3326.181.161.11-
2023/120.5375.2946.063.9217.851.171.03-
2023/110.3-12.22-23.063.3914.40.951.27-
2023/100.3412.1-2.613.0920.120.911.33-
2023/90.3119.51-11.372.7423.740.881.29-
2023/80.26-18.07-20.392.4430.230.881.28-
2023/70.310.424.242.1840.760.911.25-
2023/60.3110.848.291.8749.550.91.32-
2023/50.28-9.6659.691.5661.910.931.28主要係車載產品訂單成長,使營收增加。
2023/40.31-6.9784.21.2762.411.011.18主要係車載產品訂單成長,使營收增加。
2023/30.33-8.2489.740.9649.10.961.5主要係車載產品訂單成長,使營收增加。
2023/20.3638.487.20.6333.830.991.45主要係車載產品訂單成長,使營收增加。
2023/10.26-27.21-4.030.26-4.031.021.42-
2022/120.36-7.66-33.653.32-26.171.111.35-
2022/110.3911.154.952.96-25.141.091.37主要係因車載產品訂單增加
2022/100.352.0355.842.57-30.611.021.46車載產品及大陸子公司訂單成長
2022/90.357.34-4.042.22-36.240.971.47-
2022/80.327.28-19.511.87-39.970.911.56-
2022/70.34.32-12.21.55-42.980.761.86-
2022/60.2963.45-49.191.25-47.420.632.05-
2022/50.184.2-66.620.96-46.860.522.49主要係因車載產品訂單減少使營收衰退
2022/40.17-4.17-60.360.78-38.710.542.41主要係因車載產品訂單減少使營收衰退
2022/30.18-9.47-46.070.65-24.360.651.64-
2022/20.19-29.04-21.980.47-10.871.011.04-
2022/10.27-49.68-0.860.27-0.861.070.99-
2021/120.55115.6791.54.546.891.020.83主要係因工程完工認列收入
2021/110.2511.74-19.123.9642.310.841.01-
2021/100.23-37.18-12.513.750.110.990.86主要係因車載產品訂單增加使營收成長
2021/90.36-9.9540.863.4857.441.10.91主要係因車載產品訂單增加使營收成長
2021/80.417.0250.313.1259.621.310.76主要係因車載產品訂單增加使營收成長
2021/70.34-39.6331.842.7261.11.440.7主要係因車載產品訂單增加使營收成長
2021/60.577.38111.22.3766.421.520.84主要係因車載產品訂單增加使營收成長
2021/50.5323.7267.631.8156.051.281.0主要係因車載產品訂單增加使營收成長
2021/40.4330.37101.121.2865.511.01.28主要係因去年同期受COVID-19疫情影響,訂單延遲或取消,使營收偏低.
2021/30.3330.9848.820.8535.150.851.5-
2021/20.25-9.8320.510.5327.850.811.58-
2021/10.28-2.7935.280.2835.280.871.46-
2020/120.28-8.9289.693.067.480.861.28主要係因車載產品銷售暢旺使營收成長。
2020/110.3120.8835.272.782.910.831.33-
2020/100.261.1422.472.47-0.110.781.41-
2020/90.26-3.9128.512.21-2.520.780.88-
2020/80.272.6437.271.95-5.510.790.87-
2020/70.26-3.296.491.69-9.950.840.82-
2020/60.27-14.76-1.071.43-12.760.790.87-
2020/50.3148.43-6.611.16-15.090.750.92-
2020/40.21-3.52-9.980.77-24.710.641.08-
2020/30.226.06-15.970.63-20.410.631.17-
2020/20.211.21-16.40.41-22.60.561.32-
2020/10.236.28-28.00.2-28.00.591.26-
2019/120.15-35.05-25.972.85-33.040.0N/A-
2019/110.239.45-42.222.7-33.390.0N/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)676.35-0.730-1.3303.711.4521.61-24.2-19.250-13.250-0.710-0.310-0.490
2022 (9)6318.87-1.260-0.7303.32-26.2228.5132.42-15.260-24.060-0.510-0.820-0.80
2021 (8)53-22.06-0.630-0.5804.545.1621.5312.31-8.000-7.460-0.360-0.320-0.340
2020 (7)680.0-0.710-1.3603.18.3919.1713.84-26.730-15.490-0.830-0.40-0.480
2019 (6)68-41.38-1.490-1.6702.86-32.5516.840-45.270-35.450-1.290-1.180-1.010
2018 (5)1160.0-1.590-2.7804.24-25.35-1.010-51.980-43.340-2.210-2.180-1.840
2017 (4)1160.0-0.900-1.6405.68-50.2227.53-15.21-18.870-18.250-1.070-1.020-1.040
2016 (3)1160.00.140-0.03011.41-2.2332.4732.581.1301.4300.1300.3100.160
2015 (2)1160.0-1.520-2.69011.67-28.824.49-15.76-16.260-15.060-1.90-1.850-1.760
2014 (1)1160.0-1.080-2.18016.39-24.8229.070-9.140-7.790-1.50-1.280-1.240

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