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)12818.5218.520.02107.41-97.92-0.1553.1289.66-0.525.45-127.812.7810.7637.6219.7076.37-15.96-4.1474.5294.580.92107.78-98.22-0.1270.7392.210.03110.0-97.123.73131.74-94.450.92107.78-98.2211.6653.7034.45
24Q2 (19)1080.00.0-0.270.0-119.29-0.3215.7968.63-0.55-103.7-160.442.5112.5616.7411.17-3.37-50.31-16.2523.7454.76-11.8211.26-116.83-0.4112.7746.75-0.30.0-119.87-11.758.2-112.38-11.8211.26-116.838.1439.7027.25
24Q1 (18)1080.00.0-0.2779.3943.75-0.3838.7135.59-0.27-147.3743.752.233.7215.5411.56498.96-5.86-21.3159.1556.04-13.3279.7250.94-0.4758.0450.0-0.378.7242.31-12.8084.1864.5-13.3279.7250.945.08-78.5347.98
23Q4 (17)1080.00.0-1.31-236.46-555.0-0.6257.24-100.00.57-69.52283.872.156.4420.111.93-91.77-86.33-52.1731.73-86.39-65.68-227.21-437.92-1.1227.27-124.0-1.41-235.58-540.91-80.90-220.33-348.2-65.68-227.21-437.920.20-133.947.54
23Q3 (16)1080.00.00.96-31.430-1.45-42.16-93.331.87105.491800.02.02-6.0540.2823.444.2777.44-76.42-112.75-36.9351.63-26.5143125.0-1.54-100.0-92.51.04-31.13067.23-29.16496.0151.63-26.5143125.02.68180.12-57.52
23Q2 (15)1080.00.01.40391.671176.92-1.02-72.88-750.00.91289.58927.272.1511.44.3722.4883.06-2.35-35.9225.91-440.9670.25358.751122.56-0.7718.09-450.01.51390.381178.5794.90363.171638.0970.25358.751122.569.61125.84-81.60
23Q1 (14)1080.00.0-0.48-140.0-1700.0-0.59-90.32-755.56-0.48-54.84-1700.01.937.82-24.0212.28-13.03-59.54-48.48-73.2-1030.52-27.15-122.36-2637.38-0.94-88.0-823.08-0.52-136.36-1833.33-36.06-99.78-2196.51-27.15-122.36-2637.3816.06-70.00-15.82
22Q4 (13)1080.00.0-0.200-2100.0-0.3158.67-338.46-0.31-181.82-165.961.7924.31-27.2414.126.89-57.24-27.9949.85-586.78-12.21-10075.0-5187.5-0.537.5-457.14-0.220-2300.0-18.05-260.02-2128.4-12.21-10075.0-5187.5-2.9050.00-233.16
22Q3 (12)1080.00.00.00100.0-100.0-0.75-525.0-725.0-0.110.0-123.911.44-30.1-47.6413.21-42.62-58.56-55.81-740.51-680.75-0.1298.25-101.55-0.8-471.43-407.690100.0-100.011.28282.82-5.05-0.1298.25-101.55-24.50-216.67-379.17
22Q2 (11)1080.00.0-0.13-533.33-172.22-0.12-233.33-163.16-0.11-466.67-140.742.06-18.9-23.9923.02-24.15-31.39-6.64-227.45-146.18-6.87-742.06-194.63-0.14-207.69-135.9-0.14-566.67-170.0-6.17-458.72-147.39-6.87-742.06-194.63-7.82-166.67-132.05
22Q1 (10)1080.00.00.03200.0-66.670.09-30.7712.50.03-93.62-66.672.543.254.9630.35-8.0917.455.21-9.39-35.921.07345.83-72.060.13-7.14-35.00.03200.0-66.671.72312.35-77.811.07345.83-72.06-3.6552.50-11.22
21Q4 (9)1080.00.00.01-95.0105.260.138.33550.00.472.17149.472.46-10.551.6533.023.5837.935.75-40.1749.740.24-96.91102.80.14-46.1555.560.01-95.24104.76-0.81-106.8286.270.24-96.91102.8-4.54-41.95-14.26
21Q3 (8)1080.00.00.2011.11143.480.12-36.84157.140.4670.37161.332.751.4828.531.88-4.9812.539.61-33.17245.687.766.89133.410.26-33.33333.330.215.0142.011.88-8.76252.57.766.89133.416.7355.5550.33
21Q2 (7)1080.09.090.18100.0460.00.19137.5111.110.27200.0190.02.7111.9816.8133.5529.8419.8614.3876.8827.147.2689.56440.850.3995.050.00.2122.22500.013.0268.0203.57.2689.56440.855.99123.69218.75
21Q1 (6)1080.00.00.09147.37136.00.08300.0233.330.09109.47136.02.420.032.2425.847.9477.728.13111.72211.223.83144.74126.040.2122.22253.850.09142.86133.337.75231.36143.883.83144.74126.046.54103.03204.76
20Q4 (5)1080.00.0-0.1958.7-1800.00.02109.52-81.82-0.95-26.6739.492.4213.082.1123.94-15.519.223.8438.13-54.82-8.5663.15-1350.850.0950.0-55.0-0.2158.0-2000.0-5.9024.26-362.22-8.5663.15-1350.85--0.00
20Q3 (4)1089.090.0-0.46-820.00.0-0.21-333.330.0-0.75-150.00.02.14-7.760.028.331.210.02.78-75.420.0-23.23-990.610.00.06-76.920.0-0.5-900.00.0-7.79-281.590.0-23.23-990.610.0--0.00
20Q2 (3)99-8.330.0-0.0580.00.00.09250.00.0-0.30-20.00.02.3226.780.027.9992.50.011.31254.720.0-2.1385.520.00.26300.00.0-0.0581.480.04.29124.290.0-2.1385.520.0--0.00
20Q1 (2)1080.00.0-0.25-2400.00.0-0.06-154.550.0-0.2584.080.01.83-22.780.014.54-27.590.0-7.31-186.00.0-14.71-2393.220.0-0.13-165.00.0-0.27-2600.00.0-17.66-884.890.0-14.71-2393.220.0--0.00
19Q4 (1)1080.00.0-0.010.00.00.110.00.0-1.570.00.02.370.00.020.080.00.08.500.00.0-0.590.00.00.20.00.0-0.010.00.02.250.00.0-0.590.00.0--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)
2024/100.88-5.8922.768.4123.332.8N/A以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/90.94-3.5344.447.5223.392.771.06以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/80.9713.9645.836.5820.882.771.06以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/70.85-9.3121.265.6117.392.661.1以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/60.949.8825.224.7516.712.521.21以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/50.8619.7714.483.8114.782.381.28以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/40.72-10.5511.122.9514.872.111.44以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/30.834.7818.112.2316.132.231.36以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/20.59-29.23-1.961.4315.052.181.39以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2024/10.8412.7931.160.8431.162.261.34以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/120.7410.2124.348.235.12.141.36以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/110.68-6.2512.597.493.512.051.43以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/100.7210.7114.866.822.682.041.43以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/90.65-2.637.066.091.412.021.52以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/80.67-5.2352.295.44-1.632.131.45以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/70.7-6.3539.494.78-6.282.211.4以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/60.750.453.394.07-11.322.151.33以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/50.7516.2611.913.32-14.092.071.38以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/40.64-4.93-2.532.57-19.541.931.48以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/30.6811.86-27.611.92-23.991.921.42以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/20.61-5.31-19.391.25-21.861.841.49以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2023/10.646.93-24.070.64-24.071.841.49以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/120.6-0.2-25.847.84-23.951.831.69以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/110.6-4.36-28.117.24-23.791.71.81以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/100.6332.12-23.036.64-23.371.542.0以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/90.478.22-47.086.01-23.411.422.16以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/80.44-13.2-53.15.53-20.351.671.84減少達53.1%主係電子業下游客戶調整庫存及九豪昆山子公司工廠搬遷影響,以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/70.51-30.59-43.285.1-15.261.91.61以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/60.738.73-26.254.59-10.392.061.23以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/50.671.25-24.363.86-6.62.271.12以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/40.66-29.39-21.193.19-1.762.351.08以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/30.9424.573.382.534.992.530.91以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/20.75-10.8110.421.595.952.40.96以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2022/10.844.432.260.842.262.480.93以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/120.81-3.25-0.3810.318.242.460.81以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/110.832.371.689.520.152.550.78以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/100.81-9.151.758.6622.292.650.75以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/90.9-4.0923.787.8524.912.720.63以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/80.944.9634.586.9525.062.810.61以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/70.89-9.7519.06.0123.72.760.62以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/60.9911.5329.975.1224.552.710.62以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/50.895.55.534.1423.332.630.64以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/40.84-7.3823.483.2529.262.430.7以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/30.9133.0526.512.4131.412.410.7以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/20.68-17.442.971.5134.542.320.73以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2021/10.821.7228.280.8228.282.460.68以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/120.81-1.2314.078.7119.892.430.74以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/110.822.44-9.687.920.522.350.77以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/100.810.5214.377.0825.382.220.81以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/90.724.2715.056.2826.932.170.89以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/80.69-7.1815.335.5628.672.20.88以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/70.75-1.4342.164.8630.832.350.82以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/60.76-9.4341.974.1128.962.280.76以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/50.8423.4324.183.3526.332.230.77以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/40.68-5.113.282.5127.071.870.92以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/30.7250.3627.931.8333.071.831.01以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/20.48-25.8813.051.1236.581.831.01以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2020/10.64-9.5461.480.6461.482.260.82市場被動元件需求成長,增加對陶瓷基板進貨
2019/120.71-21.828.947.27-28.980.0N/A以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
2019/110.9129.7331.846.56-32.280.0N/A以上資訊係屬初步自行結算完成,未經會計師簽證或核閱
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)1080.00.570-3.6908.245.114.97-30.6-53.0007.450-4.3700.9600.610
2022 (9)1080.0-0.310-1.0907.84-24.121.57-30.8-16.690-4.270-1.310-0.240-0.330
2021 (8)1080.00.4700.52010.3318.631.1729.239.60198.144.9200.99253.570.8500.510
2020 (7)1080.0-0.950-0.1608.7119.1524.12238.763.220-11.7400.280-0.530-1.020
2019 (6)1080.93-1.570-0.8807.31-28.547.12-70.64-16.410-23.230-1.20-1.770-1.70
2018 (5)10727.38-0.2400.12-76.010.23-4.7524.25-0.295.77-28.77-2.4800.59-32.180.18-67.27-0.250
2017 (4)840.00.36-5.260.50-15.2510.74-0.0924.32-3.958.10-21.662.95-15.230.87-21.620.55-23.610.32-13.51
2016 (3)840.00.3880.950.5920.4110.750.0925.321.4410.3424.283.48114.811.1124.720.7267.440.37117.65
2015 (2)84-1.180.21320.00.49122.7310.743.5724.9615.998.3295.311.62268.180.89102.270.43104.760.17240.0
2014 (1)850.00.0500.22010.3714.8421.5204.2600.4400.4400.2100.050

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