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)860.00.01.34-38.25-36.191.44-4.6480.05.0236.4152.1218.21-8.170.3321.623.69-12.5110.07-18.79-28.078.03-33.64-49.341.83-25.61-27.951.15-38.5-36.469.56-37.35-52.638.03-33.64-49.3419.792.73702.68
24Q2 (19)860.00.02.1743.71143.821.511410.015000.03.68143.71206.6719.8347.7620.4720.85-2.815.912.4061.0494.6612.10-8.2656.942.46138.83134.291.8743.85146.0515.26-8.939.8712.10-8.2656.9415.7646.61657.30
24Q1 (18)860.00.01.5149.5387.10.10-95.39-50.01.51-64.97387.113.42-16.23-15.3321.45-20.4112.247.70-53.2820.1213.1963.04159.141.03-60.980.981.349.43381.4816.7563.41138.9413.1963.04159.14-13.98-1.2037.93
23Q4 (17)860.04.881.01-51.9-12.932.17171.257.434.3130.612.6216.02-11.74-28.5526.959.0736.1116.4817.7143.688.09-48.9637.592.643.942.720.87-51.93-8.4210.25-49.2129.268.09-48.9637.59-0.7442.034035.62
23Q3 (16)860.04.882.10135.9630.430.807900.07900.03.30175.08.5518.1510.2714.3724.7137.3534.5114.00119.78144.7615.85105.5849.532.54141.9179.121.81138.1637.1220.1884.9744.6615.85105.5849.537.06161.533902.50
23Q2 (15)860.04.880.89187.127.140.01-95.0107.691.20287.1-16.0816.463.8535.4717.99-5.86-9.056.37-0.62174.577.7151.4723.561.052.94275.00.76181.4833.3310.9155.6338.287.7151.4723.56-12.7256.91-92.55
23Q1 (14)864.884.880.31-73.28-57.530.20-90.1500.00.31-92.62-57.5315.85-29.329.3919.11-3.485.876.41-44.1263.15.09-13.44-31.221.02-60.31112.50.27-71.58-55.07.01-11.6-23.565.09-13.44-31.225.99-50.6210004.95
22Q4 (13)820.00.01.16-27.95-11.452.0220100.078.764.2038.1626.1322.4241.2727.619.807.7813.1411.47100.5229.755.88-44.53-13.782.57182.4265.810.95-28.03-11.217.93-43.15-15.555.88-44.53-13.7835.9551.0210103.84
22Q3 (12)820.00.01.61130.0203.770.01107.69-97.143.04112.5950.515.8730.6239.4618.37-7.13-4.225.72146.5517.9410.6069.87165.660.91225.065.451.32131.58206.9813.9576.81134.0610.6069.87165.6614.9062.95-26.16
22Q2 (11)820.00.00.70-4.1145.83-0.13-160.0-119.71.4395.89-4.0312.15-0.82-4.6319.789.5813.032.32-40.97-57.126.24-15.6889.670.28-41.67-59.420.57-5.046.157.89-13.9697.256.24-15.6889.67-15.55-24.19-132.21
22Q1 (10)820.00.00.73-44.27-27.72-0.05-104.42-105.950.73-78.08-27.7212.25-30.28-11.6218.053.145.253.93-55.54-35.157.408.525.640.48-69.03-42.860.6-43.93-27.719.17-2.3434.467.408.525.6412.0551.4559.22
21Q4 (9)820.00.01.31147.1728.431.13222.86-2.593.3364.8512.1217.5754.396.6117.50-8.762.948.8482.2723.466.8270.9333.461.55181.8231.361.07148.8427.389.3957.5551.216.8270.9333.4621.8678.7987.95
21Q3 (8)820.0-1.20.5310.42-1.850.35-46.97-55.132.0235.573.5911.38-10.68-12.0619.189.67.094.85-10.35-32.263.9921.28-4.770.55-20.29-40.860.4310.26-4.445.9649.08.563.9921.28-4.77-9.38-21.03-34.20
21Q2 (7)820.0-1.20.48-52.48-52.480.66-21.43-31.961.4947.527.1912.74-8.08-11.2817.502.04-2.515.41-10.73-30.013.29-44.14-48.270.69-17.86-37.840.39-53.01-53.574.00-41.35-48.653.29-44.14-48.27-11.99-26.73-24.51
21Q1 (6)820.0-1.21.01-0.98165.790.84-27.598500.01.01-65.99165.7913.86-15.941.1417.150.888.686.06-15.364950.05.8915.26105.230.84-28.818300.00.83-1.19167.746.829.82101.185.8915.26105.235.7343.9510.56
20Q4 (5)82-1.2-1.21.0288.8937.841.1648.72-31.762.9752.31-1.9816.4827.36-5.8317.00-5.08-17.527.160.0-29.675.1121.9631.361.1826.88-33.710.8486.6737.76.2113.1116.515.1121.9631.36--0.00
20Q3 (4)830.00.00.54-46.530.00.78-19.590.01.9540.290.012.94-9.890.017.91-0.220.07.16-7.370.04.19-34.120.00.93-16.220.00.45-46.430.05.49-29.530.04.19-34.120.0--0.00
20Q2 (3)830.00.01.01165.790.00.979800.00.01.39265.790.014.3646.230.017.9513.750.07.736341.670.06.36121.60.01.1111000.00.00.84170.970.07.79129.790.06.36121.60.0--0.00
20Q1 (2)830.00.00.38-48.650.0-0.01-100.590.00.38-87.460.09.82-43.890.015.78-23.440.00.12-98.820.02.87-26.220.00.01-99.440.00.31-49.180.03.39-36.40.02.87-26.220.0--0.00
19Q4 (1)830.00.00.740.00.01.700.00.03.030.00.017.50.00.020.610.00.010.180.00.03.890.00.01.780.00.00.610.00.05.330.00.03.890.00.0--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)
2024/106.2423.84-11.4557.690.3217.89N/A-
2024/95.04-23.8-13.2751.461.9718.210.7-
2024/86.610.840.646.423.9519.260.66-
2024/76.567.7113.6239.84.5320.630.62-
2024/66.09-23.810.8433.252.919.830.68-
2024/57.9938.7840.5327.161.2817.840.75-
2024/45.7640.519.0119.17-9.2713.870.97-
2024/34.11.95-19.4113.42-15.3613.420.95-
2024/24.02-24.19-28.979.32-13.4512.970.98-
2024/15.345.333.725.33.7214.170.89-
2023/123.65-30.19-45.6466.385.8715.920.73-
2023/115.22-25.85-40.0762.7312.0518.080.64-
2023/107.0521.290.8457.5121.6619.430.6-
2023/95.81-11.6-2.9150.4625.2718.150.7-
2023/86.5713.8917.6744.6530.1917.830.72-
2023/75.775.0833.9938.0832.6316.950.75-
2023/65.49-3.3918.2132.3132.3816.460.79-
2023/55.687.6544.326.8235.7216.050.81-
2023/45.283.8647.9221.1333.5816.020.82-
2023/35.08-10.1323.2615.8529.415.850.9-
2023/25.6610.7161.1610.7732.5117.480.821.增加新客戶及新產品。2.新增合併個體。3.部份一月份出貨因年假遞延至二月出貨。
2023/15.11-23.8410.725.1110.7220.540.7-
2022/126.71-23.036.5662.712.8722.420.66-
2022/118.7224.7735.6855.9913.6721.690.69-
2022/106.9916.7744.1347.2710.3718.560.8-
2022/95.987.1335.9740.286.0615.880.84-
2022/85.5929.6955.1634.32.1414.540.92111年8月因客戶訂單增加,致營業收入增加
2022/74.31-7.2927.5328.71-4.2212.891.03-
2022/64.6517.925.624.4-8.2512.150.99-
2022/53.9410.352.4219.76-10.9911.631.04-
2022/43.57-13.44-20.5615.82-13.8111.21.08-
2022/34.1217.48-15.7112.25-11.6312.250.89-
2022/23.51-23.93-12.978.13-9.414.420.76-
2022/14.62-26.7-6.484.62-6.4817.340.63-
2021/126.3-2.0111.3855.553.6517.570.58-
2021/116.4332.534.4949.252.7415.670.65-
2021/104.8510.163.6842.822.4812.850.8-
2021/94.422.25-3.2137.982.3311.381.03-
2021/83.66.59-23.633.583.111.381.03-
2021/73.38-23.23-8.1829.987.6211.621.01-
2021/64.414.360.8726.610.0312.740.72-
2021/53.85-14.41-27.6122.212.0413.230.69-
2021/44.49-8.16-4.0718.3526.5713.420.68-
2021/34.8921.2957.0513.8641.2213.860.641.電子書客戶銷售持續增加。2.NB銷量持續增加,致揚聲器產品銷量增加。
2021/24.03-18.2515.058.9733.8614.620.6-
2021/14.94-12.6954.54.9454.516.740.531.去年同期適逢春節,工作天數較短2.受疫情影響,居家辦公需求使NB銷量增加,合併公司揚聲器產品出貨量因而增加
2020/125.65-8.0720.3153.59-4.8416.480.52-
2020/116.1531.517.047.94-7.1315.370.56-
2020/104.682.83-33.6941.79-8.913.930.61-
2020/94.55-3.5-5.0637.11-4.412.940.8-
2020/84.7128.12-15.5832.56-4.3112.750.82-
2020/73.68-15.66-12.3627.85-2.0913.350.78-
2020/64.36-17.92-4.9924.17-0.3214.360.57-
2020/55.3113.4131.7319.810.7713.110.62-
2020/44.6850.367.4814.5-7.2211.310.72-
2020/33.12-11.13-13.479.82-12.99.820.99-
2020/23.519.7720.976.7-12.6411.40.85-
2020/13.19-32.01-33.063.19-33.0613.640.71-
2019/124.7-18.2415.3256.32-10.060.0N/A-
2019/115.75-18.5-14.7251.62-11.820.0N/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)864.884.293.123.1971.5166.486.0322.2516.5510.9061.09.4026.347.2570.998.2135.033.718.16
2022 (9)820.04.1626.061.86-37.7962.712.8919.097.496.773.527.4443.084.2416.86.0860.853.4326.1
2021 (8)820.03.3012.242.993.8255.543.6417.762.966.548.645.208.113.6312.383.7818.52.7211.48
2020 (7)82-1.22.94-2.02.888.6853.59-4.8517.25-1.936.029.454.8111.093.234.193.19-4.22.44-3.17
2019 (6)830.03.00-32.742.65400.056.32-10.0517.5940.055.50136.054.33-22.263.1112.333.33-29.892.52-32.8
2018 (5)830.04.4600.53-91.4862.61-11.6712.56-14.52.33-67.05.5701.46-70.84.7503.750
2017 (4)830.0-1.1206.2236.770.8821.6414.69-22.077.06-21.56-1.5005.0-4.76-1.280-0.930
2016 (3)830.04.01-32.614.5585.7158.2715.0718.854.269.0035.955.75-41.515.2556.724.7-25.043.37-33.0
2015 (2)830.05.9515.312.45337.550.64-2.7818.0819.426.62137.289.8315.653.35131.036.2717.425.0315.1
2014 (1)830.05.16-34.770.56-91.4152.09-27.1915.1402.7908.5001.45-79.375.34-33.994.37-34.48

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