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)67-1.470.0-0.44-41.94-283.33-0.375.13-305.56-0.86-100.0-240.981.73-11.73-30.2418.5025.42-41.6-14.104.99-278.71-17.02-58.47-358.27-0.2417.24-220.0-0.3-42.86-287.5-17.05-37.72-280.42-17.02-58.47-358.27-4.55-111.88-36.07
24Q2 (19)680.01.49-0.31-181.82-203.33-0.39-77.27-343.75-0.43-290.91-219.441.962.62-30.514.75-30.39-46.85-14.84-106.69-335.93-10.74-177.52-249.17-0.29-107.14-261.11-0.21-162.5-205.0-12.38-236.41-228.69-10.74-177.52-249.171.05-57.57-34.47
24Q1 (18)681.491.49-0.1166.67-283.33-0.228.33-269.23-0.11-139.29-283.331.91-0.52-33.6821.19-3.59-18.0-7.1846.42-245.64-3.8766.32-358.0-0.1446.15-200.0-0.0863.64-300.0-3.6877.72-217.95-3.8766.32-358.0-11.55-85.41-112.50
23Q4 (17)670.017.54-0.33-237.5-257.14-0.24-233.33-177.420.28-54.1-76.071.92-22.58-42.6921.98-30.62-14.84-13.40-269.84-283.56-11.49-274.36-422.75-0.26-230.0-208.33-0.22-237.5-283.33-16.52-274.81-467.11-11.49-274.36-422.75-17.32-128.75-110.42
23Q3 (16)670.024.070.24-20.0-51.020.1812.580.00.6169.44-39.02.48-12.06-27.4931.6814.1623.97.8925.4474.946.59-8.47-16.90.211.1133.330.16-20.0-40.749.45-1.77-7.536.59-8.47-16.9-7.07190.0017.79
23Q2 (15)670.024.070.30400.0-23.080.1623.080.00.36500.0-29.412.82-2.08-15.8227.757.3917.396.2927.5926.817.20380.013.560.1828.575.880.2400.0-4.769.62208.3320.557.20380.013.56-8.05164.28-17.49
23Q1 (14)6717.5413.560.06-71.43-45.450.13-58.06333.330.06-94.87-45.452.88-14.03-7.9925.840.1225.324.93-32.47222.221.50-57.87-28.570.14-41.67180.00.04-66.67-42.863.12-30.674.01.50-57.87-28.57-8.04-64.2875.97
22Q4 (13)575.56-3.390.21-57.14127.270.31210.0183.781.1717.0184.173.35-2.050.325.810.9464.397.3061.86191.483.56-55.11125.80.2460.0188.890.12-55.56126.094.50-55.97131.693.56-55.11125.80.02-15.7586.25
22Q3 (12)540.0-8.470.4925.64590.00.10-37.5183.331.0096.08263.933.422.099.6225.578.1638.674.51-9.07345.117.9325.08502.540.15-11.76350.00.2728.57550.010.2228.07886.157.9325.08502.544.56140.09197.91
22Q2 (11)54-8.47-8.470.39254.55285.710.16433.33206.670.51363.64200.03.357.038.7723.6414.6537.124.96224.18261.046.34201.9252.40.17240.0288.890.21200.0261.547.98166.0296.076.34201.9252.40.37184.42270.72
22Q1 (10)590.00.00.11114.29136.670.03108.11109.680.11107.91136.673.13-6.2916.3620.6231.3446.341.53119.17120.992.10115.22132.060.05118.52125.00.07115.22138.893.00121.13149.752.10115.22132.060.38-277.86-50.11
21Q4 (9)590.01.72-0.77-670.0-7800.0-0.37-208.33-428.57-1.39-127.87-826.673.347.059.5115.70-14.86-10.13-7.98-333.7-163.37-13.80-600.51-15433.33-0.27-350.0-200.0-0.46-666.670-14.20-992.31-853.02-13.80-600.51-15433.334.17-308.81-94.17
21Q3 (8)590.00.0-0.1052.389.09-0.1220.0-200.0-0.61-19.61-281.253.121.311.4318.446.96-5.44-1.8440.26-61.4-1.9752.6413.22-0.0633.33-100.0-0.0653.850.0-1.3068.0639.53-1.9752.6413.227.9041.1935.80
21Q2 (7)590.09.26-0.2130.0-362.5-0.1551.61-475.0-0.51-70.0-920.03.0814.541.9417.2422.36-32.29-3.0857.75-206.94-4.1636.49-304.93-0.0955.0-250.0-0.1327.78-425.0-4.0732.5-214.33-4.1636.49-304.931.35-1535.00-145.62
21Q1 (6)591.723.51-0.30-3100.0-130.77-0.31-342.86-106.67-0.30-100.0-130.772.69-11.868.1214.09-19.35-20.35-7.29-140.59-31.12-6.55-7377.78-47.52-0.2-122.22-122.22-0.180-157.14-6.03-304.7-62.53-6.55-7377.78-47.52-1.44-1495.45-208.93
20Q4 (5)58-1.691.750.01109.09-80.0-0.07-75.0-177.78-0.156.25-160.03.058.9318.6817.47-10.41-15.89-3.03-165.79-204.120.09103.96-92.37-0.09-200.0-228.570100.0-100.0-1.4930.7-182.320.09103.96-92.37--0.00
20Q3 (4)599.260.0-0.11-237.50.0-0.04-200.00.0-0.16-220.00.02.829.030.019.50-23.410.0-1.14-139.580.0-2.27-211.820.0-0.03-150.00.0-0.06-250.00.0-2.15-160.390.0-2.27-211.820.0--0.00
20Q2 (3)54-5.260.00.08161.540.00.04126.670.0-0.0561.540.02.1735.620.025.4643.920.02.88151.80.02.03145.720.00.06166.670.00.04157.140.03.56195.960.02.03145.720.0--0.00
20Q1 (2)570.00.0-0.13-360.00.0-0.15-266.670.0-0.13-152.00.01.6-37.740.017.69-14.830.0-5.56-291.070.0-4.44-476.270.0-0.09-228.570.0-0.07-333.330.0-3.71-304.970.0-4.44-476.270.0--0.00
19Q4 (1)570.00.00.050.00.00.090.00.00.250.00.02.570.00.020.770.00.02.910.00.01.180.00.00.070.00.00.030.00.01.810.00.01.180.00.0--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)
2024/100.48-17.75-22.726.07-30.941.59N/A-
2024/90.588.33-27.515.59-31.561.740.89-
2024/80.54-14.17-33.05.01-32.01.810.85-
2024/70.62-4.59-28.744.47-31.881.840.84-
2024/60.6515.72-27.953.85-32.361.940.86-
2024/50.57-21.48-45.113.2-33.22.040.82-
2024/40.72-5.04-17.932.63-29.932.00.83-
2024/30.7645.11-24.071.91-33.591.910.99-
2024/20.52-17.14-46.771.15-38.651.891.01-
2024/10.63-14.0-29.780.63-29.781.940.98-
2023/120.7326.29-24.8810.1-23.311.930.96-
2023/110.58-5.98-50.69.37-23.192.00.93主要客戶庫存過高執行去庫存化,歐洲製造業景氣仍然低迷致銷售額較去年同期大幅減少
2023/100.62-22.84-48.48.79-20.262.220.83-
2023/90.80.12-38.888.17-16.832.480.89-
2023/80.8-8.71-25.067.37-13.442.580.85-
2023/70.88-3.54-15.366.57-11.782.810.78-
2023/60.91-11.84-26.255.69-11.22.810.84-
2023/51.0317.4-3.474.78-7.632.910.81-
2023/40.88-12.15-10.283.75-8.72.860.83-
2023/31.01.72-22.582.88-8.212.880.89-
2023/20.989.332.751.881.812.860.89-
2023/10.9-8.0-18.850.9-18.853.050.84-
2022/120.98-16.95-16.9613.177.633.350.8-
2022/111.18-1.79-4.1812.1910.253.680.73-
2022/101.2-8.5926.9211.0212.053.570.75-
2022/91.3122.7512.849.8210.473.410.82-
2022/81.073.117.438.5110.113.330.84-
2022/71.03-15.95-2.187.459.143.330.84-
2022/61.2315.3833.976.4111.223.280.91-
2022/51.079.13-2.025.186.93.330.9-
2022/40.98-24.19-8.584.119.493.010.99-
2022/31.2974.4344.523.1416.693.141.05-
2022/20.74-33.1822.451.852.853.021.09-
2022/11.11-5.86-7.081.11-7.083.510.94-
2021/121.18-4.1617.7412.2426.863.350.94-
2021/111.2330.0810.2911.0627.923.330.95-
2021/100.94-18.73-3.919.8330.523.011.05-
2021/91.1627.75-0.848.8935.683.131.0-
2021/80.91-14.12-6.977.7343.622.881.09-
2021/71.0615.1164.236.8254.843.071.02於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/60.92-15.6135.915.7653.233.081.08於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/51.091.8149.154.8557.023.051.09於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/41.0719.8341.193.7659.462.571.29於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/30.8947.843.392.6968.122.691.0於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/20.6-49.392.921.7983.882.790.96於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/11.1919.2779.611.1979.613.30.81於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2020/121.0-10.2220.499.64-2.613.090.8-
2020/111.1113.3220.078.65-4.723.260.76-
2020/100.98-16.1320.427.53-7.543.130.79-
2020/91.1719.8575.326.55-10.652.790.66於1090727收購量質能科技(股),故本月合併營收較去年度同期增加
2020/80.9851.6125.285.38-19.262.30.81-
2020/70.64-4.74-16.34.41-25.162.050.9-
2020/60.68-7.39-6.833.76-26.562.160.65-
2020/50.73-3.61-17.453.09-29.812.110.66-
2020/40.7621.7-8.942.36-32.921.690.83-
2020/30.6298.85-35.911.6-40.371.60.85-
2020/20.31-52.8-49.550.98-42.91.80.75-
2020/10.66-19.98-39.110.66-39.112.420.56-
2019/120.83-10.54-2.969.9-3.50.0N/A-
2019/110.9313.65-4.699.07-3.540.0N/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)6717.540.27-76.720.25-60.3210.1-23.7727.0712.932.55-44.811.87-62.970.26-57.380.28-67.440.19-71.64
2022 (9)57-3.391.1600.63013.258.4323.9745.894.6205.0500.6100.8600.670
2021 (8)591.72-1.390-0.94012.2227.0316.43-17.44-5.030-6.760-0.610-0.80-0.820
2020 (7)581.75-0.150-0.2209.62-2.9319.90-6.44-1.570-0.910-0.150-0.090-0.090
2019 (6)57-13.640.251150.00.1609.91-3.5121.2711.591.9001.45705.560.1900.22175.00.14600.0
2018 (5)66-8.330.02-97.14-0.10010.27-16.9119.06-12.89-0.1100.18-95.61-0.0100.08-88.060.02-96.0
2017 (4)720.00.70-36.940.60-25.9312.36-14.9321.88-2.284.61-10.834.10-25.860.57-24.00.67-33.660.5-37.5
2016 (3)720.01.11-29.30.81-6.914.53-26.6222.3923.75.179.35.53-4.660.75-20.211.01-32.670.8-30.43
2015 (2)72-1.371.5730.830.87-23.0119.8-11.0518.1014.994.7318.255.8047.960.945.621.548.511.1530.68
2014 (1)730.01.2001.13022.2619.4215.7404.0003.9200.8901.0100.880

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