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)28790.70.7-0.51-45.71-34.21-0.4623.33-21.05-1.32-62.96-33.3323.879.65-26.87-35.7836.85-89.01-54.8830.02-63.38-61.56-32.87-85.93-13.123.26-19.53-14.68-45.78-35.93-61.16-35.16-83.66-61.56-32.87-85.93-2.27-10.90-6.52
24Q2 (19)28590.00.0-0.3523.91-34.62-0.60-36.36-57.89-0.81-76.09-32.7921.77-14.19-36.27-56.66-127.0-287.02-78.42-80.73-144.38-46.3310.51-116.29-17.07-55.18-55.75-10.0723.25-37.95-45.250.66-113.54-46.3310.51-116.29-14.7726.57-6.78
24Q1 (18)28590.00.0-0.4629.23-31.43-0.4422.81-25.71-0.4671.78-31.4325.37-15.35-5.19-24.9622.89-46.82-43.3921.92-16.42-51.7716.38-37.25-11.033.97-10.33-13.1229.23-30.16-45.5527.78-21.95-51.7716.38-37.25-11.77-20.91-13.60
23Q4 (17)28590.0-1.75-0.65-71.05-8.33-0.57-50.0-3.64-1.63-64.65-89.5329.97-8.18-20.65-32.37-71.0-72.09-55.57-65.44-29.41-61.91-86.98-34.62-16.66-52.01-2.71-18.54-71.67-6.74-63.07-89.4-33.23-61.91-86.98-34.62-6.31-58.60-25.00
23Q3 (16)28590.0-2.39-0.38-46.15-192.31-0.380.0-80.95-0.99-62.3-266.6732.64-4.45-14.67-18.93-29.3-508.68-33.59-4.67-103.33-33.11-54.58-240.99-10.960.0-73.42-10.8-47.95-191.11-33.30-57.15-209.77-33.11-54.58-240.9911.60-10.22-4.29
23Q2 (15)28590.0-2.76-0.2625.71-2700.0-0.38-8.57-1050.0-0.61-74.29-335.7134.1627.65-23.97-14.6413.88-235.56-32.0913.9-1060.78-21.4243.21-5081.4-10.96-9.93-830.67-7.327.58-3942.11-21.1943.27-2099.06-21.4243.21-5081.4-0.7533.6913.89
23Q1 (14)2859-1.75-2.39-0.3541.67-133.33-0.3536.36-537.5-0.3559.3-133.3326.76-29.15-46.0-17.009.62-212.66-37.2713.2-727.44-37.7217.98-336.07-9.9738.53-439.12-10.0841.97-134.97-37.3521.1-410.94-37.7217.98-336.07-15.20-159.94-62.77
22Q4 (13)2910-0.65-3.61-0.60-361.54-257.89-0.55-161.9-787.5-0.86-218.52-131.2737.77-1.25-28.3-18.81-504.82-604.29-42.94-159.93-278.99-45.99-373.64-311.06-16.22-156.65-171.69-17.37-368.19-251.31-47.34-340.37-874.8-45.99-373.64-311.06-8.06-880.77-393.45
22Q3 (12)2929-0.37-3.24-0.13-1400.0-128.89-0.21-625.0-167.74-0.27-92.86-111.4438.25-14.87-37.44-3.11-128.8-111.99-16.52-594.61-188.82-9.71-2358.14-143.58-6.32-521.33-155.58-3.71-2052.63-127.24-10.75-1114.15-141.06-9.71-2358.14-143.58-12.11-646.66-337.50
22Q2 (11)29400.38-2.870.01106.67-98.90.04-50.0-95.6-0.146.67-107.3344.93-9.34-44.310.80-28.43-76.933.34-43.77-91.390.43104.97-98.741.5-48.98-95.20.19104.43-99.311.06114.5-97.370.43104.97-98.74-7.63-16.40-25.00
22Q1 (10)2929-2.98-3.24-0.15-139.47-115.00.080.0-91.67-0.15-105.45-115.049.56-5.92-37.1715.09304.56-68.685.94152.43-85.34-8.65-139.7-122.472.94149.25-90.8-4.29-137.37-114.13-7.31-219.64-116.63-8.65-139.7-122.47-9.88-77.52-37.09
21Q4 (9)3019-0.26-2.110.38-15.56-57.780.08-74.19-87.52.7516.53120.052.68-13.84-25.193.73-85.62-90.06-11.33-160.91-143.021.79-2.2-44.71-5.97-152.51-132.1711.48-15.71-58.666.11-76.66-84.521.79-2.2-44.71-19.02-33.05-70.06
21Q3 (8)30270.0-1.850.45-50.55-15.090.31-65.93-39.222.3623.56594.1261.14-24.2112.4325.94-44.58-29.6318.60-52.04-31.2922.28-34.47-25.9611.37-63.65-22.7613.62-50.35-17.126.18-34.99-12.9422.28-34.47-25.96-10.97-29.77-35.57
21Q2 (7)30270.0-3.410.91-9.0858.330.91-5.21750.01.9191.01161.1180.672.27120.5946.81-2.842500.5638.78-4.29477.2434.00-11.67420.1531.28-2.13931.9127.43-9.65810.6240.27-8.37501.534.00-11.67420.157.141.0522.39
21Q1 (6)3027-1.85-3.411.0011.111766.670.9650.01166.671.00-20.01766.6778.8812.01130.8548.1828.381205.6940.5253.78669.138.49-2.33798.5531.9672.21415.2330.369.331732.2643.9511.46948.4638.49-2.33798.5520.7540.4637.74
20Q4 (5)30840.0-1.60.9069.8100.6425.492233.331.25267.65400.070.4229.555.4937.531.82358.826.35-2.661325.5839.4130.9713689.6618.5626.092013.427.7769.0239771.4339.4331.1318876.1939.4130.9713689.66--0.00
20Q3 (4)3084-1.60.00.53541.670.00.51464.290.00.34288.890.054.3848.70.036.861947.780.027.07363.330.030.09383.330.014.72491.490.016.43525.650.030.07399.80.030.09383.330.0--0.00
20Q2 (3)31340.00.0-0.12-100.00.0-0.14-55.560.0-0.18-200.00.036.577.020.01.80-51.220.0-10.28-44.380.0-10.62-92.740.0-3.76-54.730.0-3.86-107.530.0-10.03-93.630.0-10.62-92.740.0--0.00
20Q1 (2)31340.00.0-0.0600.0-0.09-200.00.0-0.06-124.00.034.17-24.550.03.69-54.890.0-7.12-231.160.0-5.51-1800.00.0-2.43-150.520.0-1.86-2557.140.0-5.18-2366.670.0-5.51-1800.00.0--0.00
19Q4 (1)31340.00.00.000.00.0-0.030.00.00.250.00.045.290.00.08.180.00.0-2.150.00.0-0.290.00.0-0.970.00.0-0.070.00.0-0.210.00.0-0.290.00.0--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)
2024/1010.34.71-1.2181.31-21.826.39N/A-
2024/99.8457.43-4.1971.0-24.123.870.64-
2024/86.25-19.66-45.0561.16-26.5619.940.76-
2024/77.7831.68-29.2254.91-23.6322.420.68-
2024/65.91-32.3-51.6147.13-22.6221.770.62因中小尺寸面板市況仍屬低迷。
2024/58.7322.41-13.1941.22-15.3523.880.57-
2024/47.13-11.13-40.0232.5-15.9122.720.6-
2024/38.026.09-28.9225.37-5.225.370.6-
2024/27.56-22.68-1.3517.3412.0926.680.57-
2024/19.784.7825.39.7825.329.320.52-
2023/129.33-8.58-18.23123.53-27.5529.970.56-
2023/1110.21-2.1-23.09114.2-28.2130.910.54-
2023/1010.431.55-20.22103.99-28.6832.080.53-
2023/910.27-9.7-0.4593.56-29.5232.640.5-
2023/811.373.45-20.8983.29-31.9634.580.47-
2023/710.99-9.97-18.971.91-33.4433.260.49-
2023/612.2121.45-18.8460.92-35.5234.160.46-
2023/510.06-15.41-37.2448.7-38.6933.230.47-
2023/411.895.32-14.1938.65-39.0530.840.51-
2023/311.2947.25-35.1126.76-46.026.760.61-
2023/27.67-1.78-48.2415.47-51.8926.890.6主要為面板價格較去年同期下跌所致。
2023/17.81-31.63-55.017.81-55.0132.50.5主要為面板價格較去年同期下跌所致。
2022/1211.42-14.01-41.0170.51-37.7137.770.37-
2022/1113.281.54-30.53159.09-37.4636.670.38-
2022/1013.0726.71-10.6145.81-38.0337.770.37-
2022/910.32-28.24-37.81132.74-39.8438.250.46-
2022/814.386.05-32.16122.42-40.0142.990.41-
2022/713.56-9.91-41.93108.04-40.9244.630.4-
2022/615.05-6.08-39.8494.49-40.7744.930.37-
2022/516.0215.64-43.0779.44-40.9447.280.35-
2022/413.86-20.35-49.6263.41-40.3846.060.36-
2022/317.417.46-42.5449.56-37.1649.560.36-
2022/214.81-14.64-37.7332.16-33.8251.510.34-
2022/117.35-10.33-30.0717.35-30.0755.820.32-
2021/1219.351.25-24.72273.7740.0153.090.36-
2021/1119.1130.68-20.12254.4249.8150.330.38-
2021/1014.62-11.84-29.63235.361.2852.410.37主要為本年度平均面板價格較去年度上漲所致。
2021/916.59-21.72-19.3220.6876.3861.140.34主要為本年度平均面板價格較去年度上漲所致。
2021/821.2-9.2211.17204.0995.1969.560.3主要為面板價格較去年同期上漲所致。
2021/723.35-6.6558.27182.89113.9376.510.27主要為面板價格較去年同期上漲所致。
2021/625.02-11.1281.58159.54125.5480.670.2主要為面板價格較去年同期上漲所致。
2021/528.152.33123.01134.53136.1785.930.19主要為面板價格較去年同期上漲所致。
2021/427.5-9.16170.37106.38139.9281.570.2主要為面板價格較去年同期上漲所致。
2021/330.2827.29132.6878.88130.8578.880.16主要為面板價格較去年同期上漲所致。
2021/223.79-4.14135.2248.6129.7274.310.17主要為面板價格較去年同期上漲所致。
2021/124.81-3.48124.6924.81124.6974.450.17主要為面板價格較去年同期上漲所致。
2020/1225.717.4464.49195.5319.6870.420.15主要為面板價格較去年同期上漲所致。
2020/1123.9315.1362.96169.8214.9465.270.16主要為面板價格較去年同期上漲所致。
2020/1020.781.0938.78145.99.6460.410.17-
2020/920.567.8331.84125.115.9554.380.22-
2020/819.0729.2346.07104.562.0147.590.25-
2020/714.757.093.985.49-4.4141.150.29-
2020/613.789.15-7.1770.74-5.9836.570.37-
2020/512.6224.07-9.4456.96-5.6935.810.38-
2020/410.17-21.82-26.4944.34-4.5733.30.41-
2020/313.0128.687.8734.174.7234.170.32-
2020/210.11-8.4314.7821.162.8836.780.3-
2020/111.04-29.33-6.0311.04-6.0341.350.26-
2019/1215.636.44110.8163.37-3.130.0N/A108年12月與去年同期相比,因面板需求上升價格上漲所致。
2019/1114.68-1.9531.56147.74-8.370.0N/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)2859-1.75-1.630-1.680123.53-27.55-20.590-39.310-37.870-48.550-47.00-46.720
2022 (9)2910-3.61-0.860-0.630170.51-37.622.37-93.08-10.610-14.770-18.090-25.130-25.170
2021 (8)3019-2.112.69118.72.26143.01273.3639.834.2438.3425.1181.330.3254.6168.65153.4186.37123.2482.89115.41
2020 (7)3084-1.61.23392.00.931760.0195.5319.6924.75116.3513.851589.0219.61310.2527.091921.6438.69394.1338.48384.03
2019 (6)3134-2.910.25-19.350.05-70.59163.37-3.1411.44-31.50.82-84.844.78-20.991.34-85.327.83-46.197.95-22.36
2018 (5)3228-0.190.31-84.580.17-91.98168.66-28.9716.70-54.155.41-79.356.05-78.589.13-85.3214.55-78.7210.24-84.74
2017 (4)32340.02.0163.412.1235.03237.44-0.7636.4224.7326.2035.2628.2566.9662.234.2368.3664.867.0965.78
2016 (3)3234-0.891.2301.570239.2539.2729.2072900.019.37016.92046.34041.48040.470
2015 (2)3263-1.15-0.680-0.850171.79-27.440.04-99.78-14.020-12.830-24.080-21.740-22.040
2014 (1)330112.620.16-92.380.53-75.46236.75-24.6518.5206.6302.28015.7-74.755.72-90.745.41-91.24

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