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)1841.11.1-0.47-147.37-1466.67-0.55-61.76-96.43-0.70-204.35-250.05.2735.4822.56-6.61-16425.0-216.58-20.26-15.57-80.41-16.07-85.78-2014.47-1.07-57.35-122.92-0.86-145.71-1333.33-17.39-65.3-2282.19-16.07-85.78-2014.4722.53-261.19-37.55
24Q2 (19)1820.00.0-0.19-375.09.52-0.34-13.33-112.5-0.23-475.0-43.753.899.58-19.46-0.04-102.53-100.48-17.53-13.54-245.76-8.65-417.96-11.76-0.68-23.64-183.33-0.35-400.07.89-10.52-515.2-54.71-8.65-417.96-11.760.30-144.91-44.90
24Q1 (18)1820.00.0-0.0485.19-200.0-0.30-76.47-3100.0-0.0491.49-200.03.55-8.97-31.731.58-63.43-87.57-15.44-9.89-2959.26-1.6786.65-217.61-0.550.0-1933.33-0.0786.0-187.5-1.7190.9-194.48-1.6786.65-217.61-9.14-357.40-18.59
23Q4 (17)1820.00.0-0.27-800.0-3.85-0.1739.29-70.0-0.47-135.0-202.173.9-9.3-6.024.32-23.81-49.65-14.05-25.11-103.33-12.51-1546.05-9.45-0.55-14.58-89.66-0.5-733.33-6.38-18.80-2475.34-36.33-12.51-1546.05-9.45-10.14-357.14-17.86
23Q3 (16)1820.00.0-0.0385.71-114.29-0.28-75.0-154.55-0.20-25.0-127.784.3-10.97-19.485.67-31.7717.88-11.23-121.5-72.24-0.7690.18-110.64-0.48-100.0-37.14-0.0684.21-116.22-0.7389.26-116.63-0.7690.18-110.64-9.04-269.64-887.50
23Q2 (15)1820.00.0-0.21-625.0-162.5-0.16-1700.0-6.67-0.16-500.0-131.374.83-7.12-4.178.31-34.62-23.41-5.07-1038.89-158.67-7.74-645.07-198.84-0.24-900.0-140.0-0.38-575.0-171.43-6.80-475.69-864.04-7.74-645.07-198.849.09-254.81-795.00
23Q1 (14)1820.00.00.04115.38-93.220.01110.0-96.670.04-91.3-93.225.225.3-18.512.7148.14-41.430.54107.81-95.451.42112.42-91.50.03110.34-96.050.08117.02-92.521.81113.13-90.851.42112.42-91.51.51-54.2259.55
22Q4 (13)1820.00.0-0.26-223.81-218.18-0.109.09-141.670.46-36.11-64.344.15-22.28-34.348.5878.38-58.15-6.91-5.98-172.28-11.43-260.08-279.43-0.2917.14-148.33-0.47-227.03-214.63-13.79-414.12-251.37-11.43-260.08-279.43-8.1769.3417.88
22Q3 (12)1820.00.00.21362.550.0-0.1126.67-147.830.7241.18-32.085.345.95-9.184.81-55.67-74.66-6.52-232.65-160.937.14375.6868.4-0.35-250.0-155.560.37364.2948.04.39393.26-43.217.14375.6868.4-7.53124.47-61.66
22Q2 (11)1820.00.0-0.08-113.56-114.29-0.15-150.0-134.880.51-13.56-44.575.04-21.0-30.110.85-50.0-54.56-1.96-116.53-115.74-2.59-115.5-118.45-0.1-113.16-111.11-0.14-113.08-113.730.89-95.5-94.32-2.59-115.5-118.45-10.0327.31-62.50
22Q1 (10)1820.00.00.59168.1859.460.3025.0-26.830.59-54.2659.466.380.953.2421.705.85-18.7611.8624.06-20.316.71162.3260.670.7626.67-17.391.07160.9859.719.78117.1245.6616.71162.3260.674.21112.6614.68
21Q4 (9)1820.00.00.2257.1410.00.244.3514.291.2921.7-14.06.327.48-10.120.508.01-18.789.56-10.65-35.976.3750.2422.740.6-4.76-42.860.4164.013.899.1117.85-37.696.3750.2422.74-5.48-8.93-21.08
21Q3 (8)1820.00.00.14-75.0-79.410.23-46.51-65.671.0615.22-19.085.88-18.45-21.0718.98-20.52-34.4410.70-14.06-39.454.24-69.8-74.580.63-30.0-52.270.25-75.49-79.847.73-50.64-56.624.24-69.8-74.58-0.89-11.82-20.81
21Q2 (7)1820.0-0.550.5651.35-3.450.434.88-35.820.92148.6546.037.2116.67-7.3323.88-10.6-17.8512.45-16.33-34.314.0435.01.520.9-2.17-38.781.0252.24-3.7715.6615.32-6.914.0435.01.522.2968.1750.06
21Q1 (6)1820.00.00.3785.0640.00.4195.24925.00.37-75.33640.06.18-12.0936.4226.715.8263.7614.88-0.33835.8510.40100.39395.240.92-12.381214.290.6786.11644.4413.58-7.11540.5710.40100.39395.24-8.877.2013.29
20Q4 (5)1820.00.00.20-70.5933.330.21-68.66-25.01.5014.522.957.03-5.641.0125.24-12.8221.714.93-15.5165.75.19-68.8832.41.05-20.4566.670.36-70.9733.3314.62-17.96171.245.19-68.8832.4--0.00
20Q3 (4)182-0.550.00.6817.240.00.670.00.01.31107.940.07.45-4.240.028.95-0.410.017.67-6.750.016.6820.610.01.32-10.20.01.2416.980.017.825.950.016.6820.610.0--0.00
20Q2 (3)1830.550.00.581060.00.00.671575.00.00.631160.00.07.7871.740.029.0778.230.018.951091.820.013.83558.570.01.472000.00.01.061077.780.016.82693.40.013.83558.570.0--0.00
20Q1 (2)1820.00.00.05-66.670.00.04-85.710.00.05-95.90.04.53-34.910.016.31-21.360.01.59-82.350.02.10-46.430.00.07-88.890.00.09-66.670.02.12-60.670.02.10-46.430.0--0.00
19Q4 (1)1820.00.00.150.00.00.280.00.01.220.00.06.960.00.020.740.00.09.010.00.03.920.00.00.630.00.00.270.00.05.390.00.03.920.00.0--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)
2024/101.828.8930.7114.53-7.585.27N/A-
2024/91.67-5.6846.3612.71-11.35.270.71-
2024/81.77-2.6215.2111.03-16.34.730.79-
2024/71.8260.3412.739.26-20.474.340.86-
2024/61.14-18.0-19.037.44-25.833.890.84-
2024/51.391.34-21.066.3-26.934.150.79-
2024/41.37-1.8-17.994.92-28.433.420.96-
2024/31.39109.45-30.833.55-31.783.550.9-
2024/20.66-55.4-62.422.16-32.383.50.92受制春節工作天數減少以及歲修影響。
2024/11.4911.245.071.495.073.990.8-
2023/121.3415.17-14.5418.22-12.913.90.83-
2023/111.16-16.53-12.7216.88-12.783.70.87-
2023/101.3921.9411.2415.72-12.784.080.79-
2023/91.14-25.76-34.5514.33-14.574.30.8-
2023/81.54-4.71-11.4713.18-12.254.560.76-
2023/71.6215.15-12.9811.64-12.364.770.72-
2023/61.4-20.05-12.2610.03-12.254.830.77-
2023/51.765.28-4.828.62-12.255.440.68-
2023/41.67-17.174.286.87-13.975.450.68-
2023/32.0113.78-21.395.2-18.545.20.77-
2023/21.7724.712.373.19-16.644.760.85-
2023/11.42-9.52-36.941.42-36.944.320.93-
2022/121.5717.62-33.7920.92-18.354.150.99-
2022/111.336.39-41.0419.36-16.774.330.95-
2022/101.25-28.26-27.5318.02-14.164.740.87-
2022/91.750.42-1.8316.77-12.965.340.74-
2022/81.74-6.35-1.3215.02-14.095.20.76-
2022/71.8616.11-19.8613.28-15.525.30.75-
2022/61.6-13.27-27.3611.43-14.775.040.85-
2022/51.8415.36-24.399.83-12.36.00.72-
2022/41.6-37.57-38.237.98-8.935.730.75-
2022/32.5662.659.516.393.336.390.76-
2022/21.57-30.0224.393.82-0.436.190.78-
2022/12.25-5.01-12.632.25-12.636.880.7-
2021/122.374.74-6.0425.63-4.366.360.66-
2021/112.2630.773.2323.26-4.195.770.72-
2021/101.73-2.81-23.5321.0-4.925.270.79-
2021/91.780.94-28.919.27-2.85.860.66-
2021/81.76-23.94-24.9817.490.966.280.62-
2021/72.325.25-15.4915.735.036.960.56-
2021/62.2-9.72-9.2213.419.647.230.54-
2021/52.44-5.75-6.1111.2114.317.370.53-
2021/42.5910.68-3.248.7721.686.190.63-
2021/32.3484.7511.736.1836.46.180.53-
2021/21.27-50.8545.873.8457.586.360.52疫情影響
2021/12.582.1564.052.5864.057.290.45主係因市場需求持續成長及109/1適逢農曆新年所致
2020/122.5215.0915.826.818.716.970.43-
2020/112.19-3.13-13.9924.2819.026.950.43-
2020/102.26-9.64-1.4222.0923.737.110.42-
2020/92.56.521.0419.8227.447.60.42-
2020/82.35-14.3220.7117.3228.427.520.42-
2020/72.7413.0734.2114.9729.727.770.41-
2020/62.43-6.6352.4312.2328.757.70.44本公司散熱模組客戶因市場需求增加,致本公司產量及出貨量亦相對增加所致。
2020/52.6-2.8646.949.823.987.370.46-
2020/42.6727.8240.47.2117.375.640.6-
2020/32.09141.1928.734.537.04.530.7-
2020/20.87-44.735.02.44-6.534.610.68-
2020/11.57-27.88-11.881.57-11.886.290.5-
2019/122.18-14.5333.5822.5718.650.0N/A-
2019/112.5511.0247.0520.417.250.0N/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)1820.0-0.470-0.60018.22-12.918.09-33.53-6.840-4.500-1.250-1.00-0.860
2022 (9)1820.00.46-64.06-0.06020.92-18.2812.17-46.150.11-99.084.03-55.320.02-99.340.97-67.670.84-64.26
2021 (8)1820.01.28-13.511.30-17.225.6-4.4122.60-12.6411.92-18.369.02-13.023.05-21.993.0-20.212.35-14.23
2020 (7)1820.01.4821.311.5736.5226.7819.2325.874.1914.6028.6310.373.393.9153.333.7641.352.7422.87
2019 (6)1820.01.22100.01.15180.4922.4617.924.8330.6811.35145.6710.0370.582.55189.772.66116.262.23100.9
2018 (5)1820.00.6100.41019.05-11.4419.00206.954.6205.8800.8801.2301.110
2017 (4)1820.0-1.340-0.98021.51-1.016.19-36.45-8.580-11.550-1.850-2.490-2.450
2016 (3)1820.01.170-0.82021.7321.679.74-23.55-6.2209.800-1.3502.302.140
2015 (2)1820.0-0.310-0.50017.86-12.8412.74-22.55-5.270-3.470-0.940-0.590-0.560
2014 (1)1820.0-0.060-0.02020.49-2.4316.4500.200-0.8200.04-96.26-0.030-0.110

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