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)1553.333.33-0.23-483.33-228.57-0.32-68.42-39.13-0.01-104.55-101.790.79-16.84-24.04-9.25-225.34-208.44-73.77-85.44-107.04-44.98-583.14-335.01-0.58-52.63-56.76-0.36-500.0-227.27-56.30-5126.79-383.26-44.98-583.14-335.01-16.76-274.02-52.06
24Q2 (19)1500.00.00.06-64.71-82.86-0.19-35.71-575.00.2229.41-65.080.95-16.67-47.517.38-66.95-80.79-39.78-175.87-417.489.31-57.1-68.13-0.38-137.5-265.220.09-64.0-83.021.12-95.77-97.089.31-57.1-68.13-12.742.65-37.86
24Q1 (18)1500.00.00.1770.0-37.04-0.14-40.0-193.330.17-74.24-37.041.14-8.8-34.4822.333.05-49.92-14.42-62.2-172.521.7079.04-8.21-0.16-45.45-145.710.2566.67-39.0226.4875.83-10.9921.7079.04-8.215.70156.438.26
23Q4 (17)1500.00.00.10242.86-61.54-0.1056.52-300.00.6617.86127.591.2520.19-11.9721.67154.04-45.68-8.8975.05-251.1912.12217.21-55.65-0.1170.27-237.50.15236.36-61.5415.06229.27-45.6312.12217.21-55.65-11.1761.43-309.24
23Q3 (16)1500.00.0-0.07-120.0-150.0-0.23-675.0-360.00.56-11.111766.671.04-42.54-36.978.53-77.79-77.76-35.63-384.36-898.88-10.34-135.4-181.1-0.37-260.87-628.57-0.11-120.75-152.38-11.65-130.34-153.94-10.34-135.4-181.1-19.26-45.19-374.17
23Q2 (15)1500.00.00.3529.63975.00.04-73.33180.00.63133.33672.731.814.0224.8338.41-13.8644.7812.53-37.0212.5829.2123.56747.670.23-34.29243.750.5329.27857.1438.4029.08463.2929.2123.56747.6713.2816.7463.34
23Q1 (14)1500.00.00.273.85550.00.15200.0250.00.27-6.9550.01.7422.5425.1844.5911.7856.3519.89238.27266.0323.64-13.5452.310.35337.5305.880.415.13555.5629.757.4475.1623.64-13.5452.314.3044.78200.00
22Q4 (13)1500.00.00.2685.71273.330.05200.0135.710.29866.67143.281.42-13.9410.0839.893.9962.825.8831.84126.4427.33114.35255.90.0814.29127.590.3985.71269.5727.7028.24214.9927.33114.35255.9-0.08267.86100.00
22Q3 (12)1500.00.00.14450.0173.68-0.050.066.670.03127.27105.771.6513.7925.038.3644.5971.14.46140.07119.0412.75382.71159.520.07143.75122.580.21400.0175.021.60304.35181.0812.75382.71159.529.05241.6625.00
22Q2 (11)1500.00.0-0.0433.3320.0-0.0550.016.67-0.11-83.3366.671.454.320.6926.53-6.9818.54-11.137.128.79-4.5132.7920.6-0.165.8827.27-0.0722.2212.5-10.57-33.2926.75-4.5132.7920.66.0446.6639.28
22Q1 (10)1500.00.0-0.0660.077.78-0.1028.5775.61-0.0691.0477.781.397.7515.8328.5216.4167.57-11.9846.1358.79-6.7161.7280.22-0.1741.3851.43-0.0960.8778.05-7.9367.0825.4-6.7161.7280.222.7440.5217.62
21Q4 (9)1500.00.0-0.1521.0572.73-0.146.6753.33-0.67-28.85-11.671.29-2.2715.1824.509.28287.66-22.245.0459.96-17.5318.1676.16-0.296.4553.23-0.2317.8671.95-24.099.5772.2-17.5318.1676.16-5.30-129.47-71.67
21Q3 (8)1500.00.0-0.19-280.0-137.5-0.15-150.0-400.0-0.52-57.58-940.01.32-8.33-34.022.420.18-22.29-23.42-49.84-954.95-21.42-277.11-260.61-0.31-40.91-675.0-0.28-250.0-133.33-26.64-84.62-328.3-21.42-277.11-260.615.83-99.26-32.31
21Q2 (7)1500.021.95-0.0581.48-600.0-0.0685.37-500.0-0.33-22.22-1200.01.4420.0-36.5622.3831.49-22.32-15.6346.23-844.29-5.6883.26-1151.85-0.2237.14-540.0-0.0880.49-900.0-14.43-35.75-599.31-5.6883.26-1151.8513.5766.1924.35
21Q1 (6)1500.00.0-0.2750.91-1450.0-0.41-36.67-272.73-0.2755.0-1450.01.27.14-30.6417.02169.3-32.3-29.0747.67-378.13-33.9353.86-1796.5-0.3543.55-218.18-0.4150.0-1466.67-10.6387.73-285.51-33.9353.86-1796.5-18.43-268.30-468.33
20Q4 (5)1500.09.49-0.55-587.5-1933.33-0.30-900.0-350.0-0.60-1100.0-242.861.12-44.0-60.146.32-78.09-82.57-55.55-2402.25-666.26-73.54-1138.05-5713.74-0.62-1450.0-321.43-0.82-583.33-2150.0-86.64-1292.93-1955.25-73.54-1138.05-5713.74--0.00
20Q3 (4)15021.950.0-0.08-900.00.0-0.03-200.00.0-0.05-266.670.02.0-11.890.028.850.140.0-2.22-205.710.0-5.94-1200.00.0-0.04-180.00.0-0.12-1300.00.0-6.22-315.220.0-5.94-1200.00.0--0.00
20Q2 (3)123-18.00.00.01-50.00.0-0.0190.910.00.0350.00.02.2731.210.028.8114.60.02.10134.540.00.54-73.00.00.05145.450.00.01-66.670.02.89-49.560.00.54-73.00.0--0.00
20Q1 (2)1509.490.00.02-33.330.0-0.11-191.670.00.02-95.240.01.73-38.430.025.14-30.670.0-6.08-161.980.02.0052.670.0-0.11-139.290.00.03-25.00.05.7322.70.02.0052.670.0--0.00
19Q4 (1)1370.00.00.030.00.00.120.00.00.420.00.02.810.00.036.260.00.09.810.00.01.310.00.00.280.00.00.040.00.04.670.00.01.310.00.0--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)
2024/110.3718.12-14.63.56-33.460.9N/A-
2024/100.3144.55-4.763.19-35.120.84N/A-
2024/90.22-30.42-28.422.88-37.290.790.81-
2024/80.3118.31-15.292.66-37.920.830.77-
2024/70.263.94-29.752.35-40.040.830.77-
2024/60.25-19.89-55.262.09-41.120.950.75客戶調整庫存水位
2024/50.32-16.71-46.781.83-38.441.150.62-
2024/40.38-16.48-41.941.52-36.371.130.63-
2024/30.4552.32-25.851.14-34.271.140.77-
2024/20.3-23.22-47.010.69-38.871.170.75-
2024/10.39-20.61-30.70.39-30.71.310.67-
2023/120.4912.99-5.115.83-0.891.250.66-
2023/110.4331.74-1.775.35-0.491.060.78-
2023/100.338.64-27.834.91-0.371.00.83-
2023/90.3-17.66-47.614.592.411.040.96-
2023/80.37-1.87-31.894.289.81.310.77-
2023/70.37-33.8-29.743.9216.481.530.65-
2023/60.56-4.71-10.633.5425.171.810.62-
2023/50.59-9.1333.912.9835.471.860.6-
2023/40.656.6576.122.3935.871.830.61客戶機種需求增加,整體營收提升。
2023/30.618.8626.311.7325.11.730.74-
2023/20.560.434.151.1224.451.640.79-
2023/10.568.6916.030.5616.031.510.85-
2022/120.5116.9618.655.8912.091.410.9-
2022/110.44-3.2-14.445.3711.491.470.86-
2022/100.45-21.1431.024.9314.591.570.81-
2022/90.587.0336.484.4813.151.650.73-
2022/80.541.2122.923.910.371.70.7-
2022/70.53-15.7916.513.368.591.610.75-
2022/60.6342.7731.312.837.221.440.84-
2022/50.4419.51-5.142.21.851.30.93-
2022/40.37-23.5-24.261.763.781.270.95-
2022/30.4815.6216.021.3915.191.390.85-
2022/20.42-13.1549.820.914.751.330.88-
2022/10.4811.14-4.630.48-4.631.430.82-
2021/120.43-15.657.045.25-26.151.30.92-
2021/110.5148.2347.584.82-28.161.280.93-
2021/100.35-17.85-4.24.3-32.311.210.99-
2021/90.42-3.59-32.373.96-34.011.320.77-
2021/80.44-4.05-15.093.53-34.21.380.74-
2021/70.46-5.09-46.883.1-36.231.40.73-
2021/60.483.12-28.552.64-33.941.440.66-
2021/50.47-4.58-36.032.16-35.041.370.69-
2021/40.4917.19-43.471.69-34.761.190.8-
2021/30.4249.3-52.811.2-30.41.20.79因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致
2021/20.28-44.71-9.670.79-6.891.190.8-
2021/10.5124.75-5.270.51-5.271.260.75-
2020/120.4116.28-54.547.11-29.011.120.82因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。
2020/110.35-3.77-61.486.71-26.521.340.69因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。
2020/100.36-42.01-64.676.36-22.671.50.61因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。
2020/90.6221.03-36.736.0-16.692.00.39-
2020/80.52-39.97-37.135.37-13.52.050.39-
2020/70.8627.65-8.744.86-9.92.260.35-
2020/60.67-7.67-6.464.0-10.152.270.42-
2020/50.73-15.67-0.553.32-10.862.480.39-
2020/40.87-2.170.972.59-13.392.060.47-
2020/30.88185.8119.091.73-19.151.730.53-
2020/20.31-42.03-20.290.84-39.521.730.53-
2020/10.53-40.13-46.940.53-46.940.0N/A-
2019/120.89-1.47-9.7510.02-15.190.0N/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)1500.00.66127.59-0.1405.84-1.0231.33-6.511.54016.84126.340.0901.28166.670.98122.73
2022 (9)1500.00.290-0.1405.912.1733.5154.5-2.8907.440-0.1700.4800.440
2021 (8)1500.0-0.670-0.7505.26-26.1221.69-11.11-22.290-19.020-1.170-1.00-1.00
2020 (7)1509.49-0.600-0.4407.12-28.9424.40-22.91-10.160-12.570-0.720-0.930-0.890
2019 (6)1377.870.42-50.00.20-31.0310.02-15.1631.65-5.016.77-47.85.75-36.60.68-55.560.95-56.020.58-45.79
2018 (5)1272.420.84-43.620.29-76.9811.81-9.1533.32-8.4412.97-35.769.07-36.131.53-41.62.16-13.941.07-42.16
2017 (4)1244.21.49-37.131.26-9.3513.01.2536.39-11.820.19-21.0414.20-35.432.62-20.122.51-36.461.85-34.4
2016 (3)1194.392.37-11.241.39-10.3212.84-12.7141.261.3325.570.021.995.573.28-12.773.95-10.432.82-7.84
2015 (2)1144.592.67-13.871.55-19.2714.71-10.940.72-1.7125.57-1.4620.831.563.76-12.354.41-6.173.06-9.73
2014 (1)1095.833.10-6.911.92-12.3316.51-12.1841.43025.95020.5104.29-8.724.7-0.843.39-1.17

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。