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)540.00.00.64-11.110.00.563.7-16.421.2998.46-16.235.385.75.732.03-3.353.897.48-4.47-6.626.45-16.12-3.730.40.0-2.440.35-10.262.948.46-13.511.766.45-16.12-3.7311.22558.731.85
24Q2 (19)540.00.00.721128.57-35.710.5400.00.651028.57-27.785.0916.748.5333.1424.592.327.831002.8218.17.69964.04-39.690.41233.3329.030.391075.0-35.09.784012.0-25.87.69964.04-39.6914.41579.2850.00
24Q1 (18)540.00.0-0.0730.068.180.00100.0100.0-0.07-104.968.184.3612.0812.3726.6015.7514.310.71113.12115.74-0.8937.3270.330.03114.29116.67-0.0433.3366.67-0.2569.5193.99-0.8937.3270.33-5.75-42.81-32.83
23Q4 (17)540.01.89-0.10-115.6275.0-0.44-165.6718.521.43-7.1419.173.89-23.581.322.98-25.4617.07-5.41-167.5436.28-1.42-121.1974.13-0.21-151.2236.36-0.06-117.6571.43-0.82-110.8387.42-1.42-121.1974.13-7.52-79.24-70.80
23Q3 (16)540.01.890.64-42.861500.00.6724.07339.291.5471.11-3.755.098.539.9430.83-4.8236.248.0120.81456.06.70-47.451575.00.4132.26510.00.34-43.331600.07.57-42.56452.556.70-47.451575.014.70283.12174.53
23Q2 (15)540.01.891.12609.096.670.54325.0-21.740.90509.09-42.684.6920.88-13.6332.3939.195.716.63247.01-9.312.75525.023.910.31272.22-22.50.6600.07.1413.18416.8322.1512.75525.023.9110.96327.05190.28
23Q1 (14)541.891.89-0.2245.0-143.14-0.2455.56-148.0-0.22-118.33-143.143.881.04-31.3323.2718.54-11.28-4.5146.88-181.26-3.0045.36-162.24-0.1845.45-158.06-0.1242.86-144.44-4.1636.2-175.23-3.0045.36-162.24-8.01-527.50-18.65
22Q4 (13)530.01.92-0.40-1100.0-310.53-0.54-92.86-325.01.20-25.0-61.173.84-17.06-24.2619.63-13.26-25.87-8.49-277.33-355.72-5.49-1472.5-378.68-0.33-230.0-294.12-0.21-1150.0-310.0-6.52-575.91-347.91-5.49-1472.5-378.68-15.89-598.10-116.72
22Q3 (12)530.01.920.04-96.19-94.67-0.28-140.58-141.791.601.91-44.834.63-14.73-15.6622.63-26.14-22.74-2.25-130.78-128.880.40-96.11-94.41-0.1-125.0-123.260.02-96.43-94.871.37-87.3-83.470.40-96.11-94.41-9.314.84-51.29
22Q2 (11)530.01.921.05105.88-30.920.6938.0-54.01.57207.84-26.985.43-3.89-9.0530.6416.81-8.047.3131.71-41.8510.29113.49-22.860.429.03-46.670.56107.41-30.010.7995.12-13.1910.29113.49-22.863.77137.1573.16
22Q1 (10)531.921.920.51168.42-19.050.50108.33-10.710.51-83.5-19.055.6511.443.8626.23-0.94-3.55.5567.17-13.014.82144.67-20.720.3182.35-11.430.27170.0-18.185.53110.27-20.24.82144.67-20.721.8946.8722.07
21Q4 (9)520.00.00.19-74.67-64.150.24-64.18-68.423.096.5518.395.07-7.65-9.4626.48-9.59-6.363.32-57.38-60.11.97-72.45-59.80.17-60.47-63.830.1-74.36-62.962.63-68.28-54.661.97-72.45-59.8-7.84-62.66-59.76
21Q3 (8)520.00.00.75-50.66-38.520.67-55.33-47.662.9034.8839.425.49-8.04-10.4429.29-12.09-1.977.79-38.03-34.817.15-46.4-30.920.43-42.67-41.10.39-51.25-38.18.29-33.31-24.987.15-46.4-30.920.8545.3156.27
21Q2 (7)520.00.01.52141.2720.631.50167.8630.432.15241.27147.135.979.7415.0333.3222.592.4312.5797.023.813.34119.415.120.75114.2919.050.8142.4221.2112.4379.37-2.7413.34119.415.123.4480.0770.77
21Q1 (6)520.00.00.6318.87257.50.56-26.32227.270.63-75.86257.55.44-2.8659.0627.18-3.8926.186.38-23.32189.996.0824.08200.00.35-25.53245.830.3322.22257.146.9319.48214.176.0824.08200.0-5.75-18.84-33.47
20Q4 (5)520.0-35.80.53-56.561425.00.76-40.621185.712.6125.48521.435.6-8.6547.7628.28-5.352.998.32-30.38716.34.90-52.66697.560.47-35.621040.00.27-57.141000.05.80-47.51652.384.90-52.66697.56--0.00
20Q3 (4)520.00.01.22-3.170.01.2811.30.02.08139.080.06.1318.110.029.88-8.150.011.95-1.320.010.35-18.440.00.7315.870.00.63-4.550.011.05-13.540.010.35-18.440.0--0.00
20Q2 (3)520.00.01.26415.00.01.15361.360.00.87317.50.05.1951.750.032.5351.020.012.11270.80.012.69308.720.00.63362.50.00.66414.290.012.78310.540.012.69308.720.0--0.00
20Q1 (2)52-35.80.0-0.40-900.00.0-0.44-528.570.0-0.40-195.240.03.42-9.760.021.54-21.560.0-7.09-425.190.0-6.08-641.460.0-0.24-380.00.0-0.21-600.00.0-6.07-478.10.0-6.08-641.460.0--0.00
19Q4 (1)810.00.0-0.040.00.0-0.070.00.00.420.00.03.790.00.027.460.00.0-1.350.00.0-0.820.00.0-0.050.00.0-0.030.00.0-1.050.00.0-0.820.00.0--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)
2024/101.37-21.964.9416.239.464.9N/A-
2024/91.76-0.6610.6314.869.895.380.49-
2024/81.77-4.45-0.1713.19.795.230.5-
2024/71.8515.3316.8511.3311.545.180.51-
2024/61.61-6.244.189.4710.555.110.51-
2024/51.71-4.213.657.8611.955.040.52-
2024/41.7916.8720.976.1514.514.530.57-
2024/31.5327.07-4.044.3612.054.360.51-
2024/21.21-25.784.142.8323.254.140.54-
2024/11.6223.742.681.6242.684.290.52-
2023/121.31-3.05.0317.49-10.693.970.63-
2023/111.353.45-1.3116.18-11.764.250.59-
2023/101.31-17.738.7614.83-12.614.670.54-
2023/91.59-10.366.9813.52-14.244.950.49-
2023/81.7711.849.9511.93-16.454.90.49-
2023/71.592.821.110.15-19.814.780.51-
2023/61.54-6.72-14.658.57-22.774.680.54-
2023/51.6511.79-6.27.02-24.354.730.53-
2023/41.48-7.29-23.545.37-28.614.230.6-
2023/31.637.91-24.113.89-30.363.890.6-
2023/21.161.67-19.982.3-34.133.540.65-
2023/11.14-8.93-44.171.14-44.173.760.62-
2022/121.25-8.87-32.0819.59-10.733.820.64-
2022/111.3714.02-21.1718.34-8.774.060.6-
2022/101.2-19.09-21.9816.97-7.64.30.57-
2022/91.49-7.87-12.5615.76-6.284.670.61-
2022/81.612.84-10.814.28-5.574.990.57-
2022/71.57-13.2-15.1512.66-4.865.140.56-
2022/61.812.5-7.9811.09-3.25.510.71-
2022/51.76-8.87-12.949.29-2.225.80.67-
2022/41.94-7.98-3.47.520.685.480.71-
2022/32.145.417.415.592.185.590.6-
2022/21.45-29.06-4.673.48-0.735.320.63-
2022/12.0410.782.272.042.275.620.6-
2021/121.845.76-2.9221.948.245.120.68-
2021/111.7412.86-5.4720.19.454.980.7-
2021/101.54-9.32-13.4318.3611.115.050.69-
2021/91.7-6.01-22.2316.8214.085.360.62-
2021/81.81-2.17-10.6315.1220.45.620.59-
2021/71.85-5.86-3.7513.3126.375.840.57-
2021/61.96-3.0215.6611.4633.095.990.6-
2021/52.031.1120.379.537.385.990.6-
2021/42.02.3210.577.4742.855.480.65-
2021/31.9629.0442.15.4757.25.470.57客戶需求較同期提升。
2021/21.52-23.8962.113.5167.115.410.581. 109年同期因新冠肺炎影響,子公司達昌電子(蘇州)春節假期延至2月中旬復工,影響工作天數。 2. 客戶需求較同期提升。
2021/11.995.1572.931.9972.935.730.541. 109年春節假期於1月份工作天數減少,比較基期低。 2. 電視及筆記型電腦客戶需求增加。
2020/121.92.9838.9720.2729.15.520.54-
2020/111.843.3547.3218.3628.095.810.52-
2020/101.78-18.5550.1116.5226.255.990.5主要係電視及筆記型電腦客戶需求增加。
2020/92.198.053.814.7423.886.130.43主要係電視及筆記型電腦客戶需求增加
2020/82.025.3551.3112.5619.825.640.47主要係電視及筆記型電腦客戶需求增加。
2020/71.9213.1332.5810.5315.215.30.5-
2020/61.70.9235.568.6111.945.190.44-
2020/51.68-7.1130.376.917.344.870.47-
2020/41.8131.539.565.231.574.130.56-
2020/31.3847.222.013.48-9.673.470.54-
2020/20.94-18.816.042.1-15.983.450.54-
2020/11.15-15.48-28.751.15-28.753.770.5-
2019/121.369.170.5515.7-9.280.0N/A-
2019/111.255.31-18.1714.34-10.120.0N/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)541.891.4119.490.5438.4617.56-10.1827.8310.01.8932.174.3734.050.3317.860.8114.080.7720.31
2022 (9)531.921.18-61.060.39-86.9119.55-11.0225.30-13.421.43-81.453.26-55.770.28-83.430.71-58.480.64-60.49
2021 (8)520.03.0317.92.987.9721.978.0129.221.747.71-1.037.3710.161.696.961.7117.121.6219.12
2020 (7)52-35.82.57511.92.76020.3429.6428.72-0.387.7906.69209.721.5801.46274.361.36300.0
2019 (6)81-23.580.42-88.3-0.26015.69-9.3628.83-11.94-0.5702.16-90.32-0.0900.39-91.10.34-91.19
2018 (5)106-1.853.59435.820.43-37.6817.315.3632.7414.324.3440.4522.32402.70.7547.064.38403.453.86428.77
2017 (4)1080.00.67-50.370.69-14.8116.43-15.1328.646.633.09-2.224.44-41.810.51-16.390.87-47.270.73-50.68
2016 (3)108-3.571.351127.270.81019.36-13.2626.8635.313.1607.631262.50.6101.651078.571.481038.46
2015 (2)1120.00.110-1.20022.32-23.0319.8545.21-2.8700.560-0.6400.1400.130
2014 (1)112-2.61-1.950-4.89029.0-15.3513.670-9.840-7.540-2.850-2.40-2.190

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