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)188-2.08-1.05-0.18-350.0-38.460.02100.0106.9-0.14-450.0-121.212.98-5.43.4712.1522.981068.270.03101.64100.23-11.07-398.65-29.020100.0100.0-0.34-325.0-41.67-12.40-143.14-344.44-11.07-398.65-29.027.65-250.00104.16
24Q2 (19)1920.01.05-0.04-150.071.430.01108.33104.760.04-50.0-94.943.1520.6929.19.8866.33511.67-1.8365.1488.77-2.22-136.3980.8-0.0657.1485.0-0.08-150.071.43-5.10-155.8655.96-2.22-136.3980.85.66-18.2258.01
24Q1 (18)1920.01.050.08113.56-91.4-0.127.6988.990.0833.33-91.42.61-9.384.825.94-28.09124.21-5.25-41.8986.46.10115.02-91.31-0.14-27.2785.420.16114.04-90.969.13126.02-92.056.10115.02-91.31-4.69-120.1531.43
23Q4 (17)1921.051.05-0.59-353.85-273.53-0.1355.1755.170.06-90.91500.02.880.0-12.468.26694.232948.28-3.7071.6965.87-40.62-373.43-308.31-0.1171.0569.44-1.14-375.0-278.12-35.09-1157.71-239.08-40.62-373.43-308.319.02-173.368.54
23Q3 (16)1900.00.0-0.137.14-160.0-0.29-38.1-625.00.66-16.46300.02.8818.03-26.151.04143.33-85.52-13.0719.82-431.3-8.5825.78-293.58-0.385.0-280.0-0.2414.29-166.67-2.7975.91-1.09-8.5825.78-293.588.01-53.9521.32
23Q2 (15)1900.00.0-0.14-115.0522.22-0.2180.73-10.530.79-15.05382.142.44-2.01-30.48-2.4090.22-172.73-16.3057.76-54.06-11.56-116.46-21.05-0.458.33-8.11-0.28-115.8217.65-11.58-110.08-15.11-11.56-116.46-21.05-13.1629.24-97.56
23Q1 (14)1900.00.00.93173.531030.0-1.09-275.86-1457.140.939200.01030.02.49-24.32-34.99-24.54-8362.07-441.31-38.59-256.0-1105.9470.23260.151513.08-0.96-166.67-700.01.77176.561031.58114.89355.372641.8170.23260.151513.08-19.98476.76-450.43
22Q4 (13)1900.07.950.34780.0585.71-0.29-625.0-383.330.01103.03-94.443.29-15.64-18.36-0.29-104.04-104.14-10.84-340.65-300.019.50994.5791.49-0.36-260.0-227.270.64811.11681.8225.231014.131169.0719.50994.5791.49-2.27426.11-273.02
22Q3 (12)1900.07.95-0.0572.22-150.0-0.0478.95-300.0-0.33-17.86-237.53.911.11-4.417.18915.91-33.89-2.4676.75-264.0-2.1877.17-143.95-0.172.97-266.67-0.0973.53-152.94-2.7672.56-145.92-2.1877.17-143.951.38-3.89-46.24
22Q2 (11)1900.012.43-0.18-80.0-250.0-0.19-171.43-416.67-0.28-180.0-286.673.51-8.36-13.76-0.88-112.24-106.6-10.58-230.62-307.45-9.55-92.15-282.6-0.37-208.33-276.19-0.34-78.95-270.0-10.06-122.57-243.92-9.55-92.15-282.6-6.66-61.43-94.05
22Q1 (10)1907.9512.43-0.10-42.86-433.33-0.07-16.67-333.33-0.10-155.56-433.333.83-4.966.097.192.71-42.57-3.20-18.08-193.29-4.97-76.24-335.55-0.12-9.09-200.0-0.19-72.73-416.67-4.52-91.53-230.26-4.97-76.24-335.55-3.09-106.43-258.33
21Q4 (9)1760.04.14-0.07-170.0-146.67-0.06-500.0-220.00.18-25.0-65.384.03-1.234.137.00-35.54-31.97-2.71-280.67-350.93-2.82-156.85-141.11-0.11-283.33-375.0-0.11-164.71-144.0-2.36-139.27-148.07-2.82-156.85-141.11-0.49-93.34-308.33
21Q3 (8)1764.144.140.10-16.67-56.52-0.01-116.67-133.330.2460.0-35.144.080.2530.3510.86-18.59-42.631.50-70.59-81.554.96-5.16-61.760.06-71.43-76.00.17-15.0-56.416.01-14.02-68.34.96-5.16-61.766.50141.66-8.34
21Q2 (7)1690.05.620.12300.020.00.06100.0300.00.15400.07.144.0712.7439.8613.346.55-5.865.1048.69212.885.23147.870.00.2175.0320.00.2233.3325.06.99101.44-25.165.23147.870.03.01110.0030.00
21Q1 (6)1690.02.420.03-80.0-25.00.03-40.0400.00.03-94.23-25.03.61-6.7231.7512.5221.67-0.713.43217.59289.772.11-69.24-14.570.12200.0500.00.06-76.0-14.293.47-29.33-18.932.11-69.24-14.578.46-57.3913.34
20Q4 (5)1690.02.420.15-34.78-6.250.0566.6725.00.5240.5423.813.8723.6420.9410.29-45.64-31.761.08-86.72-80.476.86-47.11-21.240.04-84.0-77.780.25-35.9-3.854.91-74.1-55.656.86-47.11-21.24--0.00
20Q3 (4)1695.620.00.23130.00.00.03200.00.00.37164.290.03.137.560.018.9333.590.08.13398.770.012.97147.990.00.25400.00.00.39143.750.018.96103.00.012.97147.990.0--0.00
20Q2 (3)160-3.030.00.10150.00.0-0.03-200.00.00.14250.00.02.916.20.014.1712.370.01.6385.230.05.23111.740.00.05150.00.00.16128.570.09.34118.220.05.23111.740.0--0.00
20Q1 (2)1650.00.00.04-75.00.0-0.01-125.00.00.04-90.480.02.74-14.370.012.61-16.380.00.88-84.090.02.47-71.640.00.02-88.890.00.07-73.080.04.28-61.340.02.47-71.640.0--0.00
19Q4 (1)1650.00.00.160.00.00.040.00.00.420.00.03.20.00.015.080.00.05.530.00.08.710.00.00.180.00.00.260.00.011.070.00.08.710.00.0--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)
2024/100.94-0.65-4.239.6910.182.92N/A-
2024/90.95-6.82-5.698.7412.012.981.7-
2024/81.020.911.337.7914.633.051.66-
2024/71.01-1.017.456.7716.953.11.63-
2024/61.02-4.3818.635.7616.863.151.61-
2024/51.070.7129.924.7416.493.061.65-
2024/41.0613.7340.623.6713.082.691.88-
2024/30.9333.82-0.592.614.732.611.83-
2024/20.7-28.6-15.721.677.962.651.81-
2024/10.980.2335.060.9835.062.871.67-
2023/120.976.0-7.310.68-26.522.881.56-
2023/110.92-6.86-18.89.71-28.022.911.54-
2023/100.99-2.16-11.228.79-28.873.01.49-
2023/91.010.13-21.837.8-30.612.881.63-
2023/81.0116.96-18.446.79-31.752.731.72-
2023/70.86-0.01-37.545.79-33.632.541.84-
2023/60.864.71-36.174.93-32.92.441.85-
2023/50.829.01-32.754.07-32.162.521.79-
2023/40.75-19.6-19.453.24-32.012.521.79-
2023/30.9413.44-28.822.49-35.082.491.83-
2023/20.8314.42-19.661.55-38.362.61.75-
2023/10.72-31.2-51.320.72-51.322.911.57主因受農曆年假期及經濟環境影響各類產品銷售,主要客戶著重去化庫存,短期訂單需求暫緩及遞延,致營收下滑。
2022/121.05-7.14-25.6614.54-7.923.291.45-
2022/111.131.84-12.8313.49-6.183.531.35-
2022/101.11-13.86-15.9212.36-5.523.641.31-
2022/91.294.474.5711.25-4.353.91.25-
2022/81.23-10.41-10.359.96-5.43.961.23-
2022/71.382.16-6.768.72-4.653.951.23-
2022/61.3510.31-2.527.34-4.243.511.36-
2022/51.2230.57-10.475.99-4.623.481.37-
2022/40.94-28.95-28.464.77-3.03.281.45-
2022/31.3228.040.53.836.233.831.3-
2022/21.03-30.66-1.642.519.53.931.27-
2022/11.495.0618.841.4918.844.21.19-
2021/121.418.874.2615.7924.894.031.16-
2021/111.3-1.76-0.114.3827.373.851.21-
2021/101.327.127.6713.0830.953.931.18-
2021/91.23-10.435.0711.7634.214.091.13-
2021/81.38-6.8340.5710.5238.724.241.09-
2021/71.486.8154.949.1538.454.231.09鑽針增加ABF、HDI高值化產品銷售,擴增兩岸鑽孔設備,提升代工服務;國際銅價飆升,基板價格上漲,綜合上述原因致營收增加。
2021/61.381.3266.477.6735.664.061.13鑽針增加ABF、HDI高值化產品銷售,擴增兩岸鑽孔設備,提升代工服務;國際銅價飆升,基板價格上漲,綜合上述原因致營收增加。
2021/51.374.3436.446.2830.353.991.15-
2021/41.31-0.1821.344.9228.753.671.25-
2021/31.3125.2925.493.6131.673.611.21-
2021/21.05-16.2126.452.335.483.651.2-
2021/11.25-7.8244.111.2544.113.911.12-
2020/121.364.315.6312.640.773.881.11-
2020/111.35.8926.811.29-0.753.71.16-
2020/101.234.5319.049.99-3.483.381.27-
2020/91.1719.825.528.76-5.973.111.43-
2020/80.982.68-11.147.59-7.532.771.61-
2020/70.9514.76-13.066.61-6.972.791.6-
2020/60.83-16.95-23.085.65-5.852.911.49-
2020/51.0-7.2-4.34.82-2.073.131.39-
2020/41.083.22-1.293.82-1.472.951.47-
2020/31.0526.262.992.74-1.542.741.67-
2020/20.83-4.5212.871.7-4.152.871.59-
2020/10.87-26.04-16.210.87-16.213.061.49-
2019/121.1714.3820.6612.553.10.0N/A-
2019/111.03-0.582.0111.371.580.0N/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)1921.050.06500.0-1.71010.68-26.55-3.760-17.2300.46109.09-1.8401.49645.00.12300.0
2022 (9)1907.950.01-94.44-0.59014.54-7.923.55-67.4-6.5100.22-90.79-0.9500.2-64.290.03-90.32
2021 (8)1764.140.18-64.710.02-50.015.7924.9210.89-21.21.79-38.492.39-66.050.28-24.320.56-52.140.31-64.37
2020 (7)1692.420.5121.430.04-66.6712.640.7213.821.022.91-24.427.0418.520.37-22.921.1721.880.8724.29
2019 (6)1650.00.4290.910.12100.012.553.1213.681.943.8545.835.9477.840.4850.00.9668.420.794.44
2018 (5)1651.850.220.00.06012.1717.713.42-9.022.6436.083.34-11.870.3260.00.570.00.360.0
2017 (4)1620.00.22-18.52-0.01010.3427.9714.75-16.381.94-53.143.79-30.20.2-39.390.57-3.390.36-18.18
2016 (3)1620.00.271250.00.10233.338.08-6.8117.6450.514.14350.05.431328.950.33312.50.59883.330.441366.67
2015 (2)1620.00.02-86.670.03-57.148.67-32.8911.7230.220.92-44.580.38-79.460.08-61.90.06-81.250.03-87.5
2014 (1)1620.00.15114.290.0740.012.92-5.979.0001.6601.8500.2150.00.32100.00.24118.18

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