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)2270.440.44-0.32-113.33-300.0-0.35-34.62-800.0-0.67-91.43-217.546.830.08.2438.12-7.12-4.89-11.47-34.15-19016.67-10.51-108.12-273.43-0.78-34.480-0.73-114.71-297.3-10.43-106.94-369.51-10.51-108.12-273.4326.91-44.16-17.31
24Q2 (19)2260.00.0-0.1525.0-160.0-0.260.0-161.9-0.35-75.0-185.376.8353.83-4.6141.0412.32-10.28-8.5537.5-158.8-5.0551.9-164.91-0.584.92-155.77-0.3424.44-160.71-5.0451.95-155.81-5.0551.9-164.9122.41-62.50-275.00
24Q1 (18)2260.00.0-0.20-150.0-225.0-0.26-550.0-273.33-0.20-140.82-225.04.44-9.02-41.6636.5416.0-24.13-13.68-38.88-338.33-10.50-194.94-310.0-0.61-27.08-238.64-0.45-150.0-221.62-10.499.26-275.13-10.50-194.94-310.0-15.84-150.00-365.00
23Q4 (17)2260.00.0-0.08-150.0-233.33-0.04-180.0-157.140.49-14.04-89.984.88-22.66-55.0231.50-21.41-30.72-9.85-16316.67-920.83-3.56-158.75-306.98-0.480-469.23-0.18-148.65-220.0-11.56-398.71-1039.84-3.56-158.75-306.98-17.27-93.00-134.05
23Q3 (16)2260.00.00.16-36.0-83.840.05-88.1-95.150.5739.02-88.26.31-11.87-53.1640.08-12.37-16.41-0.06-100.41-100.286.06-22.11-64.420-100.0-100.00.37-33.93-83.483.87-57.14-81.16.06-22.11-64.42-8.8910.1245.95
23Q2 (15)2260.00.00.2556.25-84.080.42180.0-70.00.41156.25-89.327.16-5.91-57.045.74-5.02-15.2314.54153.31-42.377.7855.6-64.381.04136.36-75.240.5651.35-84.239.0350.75-67.097.7855.6-64.38-17.88111.46147.15
23Q1 (14)2260.00.00.16166.67-92.950.15114.29-91.020.16-96.73-92.957.61-29.86-60.3248.165.92-11.865.74378.33-78.535.00190.7-81.570.44238.46-91.420.37146.67-92.775.99386.99-82.185.00190.7-81.57-24.6636.3610.55
22Q4 (13)2260.00.00.06-93.94-97.10.07-93.2-94.934.891.24-45.9110.85-19.45-42.0745.47-5.17-17.61.20-94.35-94.91.72-89.9-93.220.13-95.45-97.050.15-93.3-96.791.23-93.99-96.131.72-89.9-93.22-19.27-65.44-59.81
22Q3 (12)2260.00.00.99-36.94-68.771.03-26.43-43.414.8325.78-30.713.47-19.1-36.4647.95-11.14-14.6821.23-15.85-24.1817.03-22.02-50.152.86-31.9-51.772.24-36.9-68.7220.48-25.36-51.5717.03-22.02-50.15-16.14-33.89-21.30
22Q2 (11)2260.00.01.57-30.84-30.841.40-16.1714.753.8469.161.0516.65-13.19-0.353.96-1.241.9725.23-5.610.5221.84-19.5-29.594.2-18.130.243.55-30.66-30.827.44-18.36-30.021.84-19.5-29.59-5.39-10.592.42
22Q1 (10)2260.00.02.279.6647.41.6721.0170.412.27-74.8947.419.182.430.9254.64-0.9813.1526.7313.622.0527.136.913.045.1316.3359.815.129.447.5533.615.6910.7827.136.913.04-4.62-12.52-1.58
21Q4 (9)2260.00.02.07-34.730.191.38-24.185.349.0429.798.2518.73-11.6513.1755.18-1.8116.4923.53-15.963.9825.38-25.715.214.41-25.6317.64.68-34.6430.3631.80-24.820.6425.38-25.715.217.652.4712.50
21Q3 (8)2260.00.03.1739.65149.611.8249.1873.336.9783.42134.6821.226.9540.7756.206.220.3728.0011.5539.334.1610.1275.95.9341.5395.717.1639.57148.6142.297.8880.834.1610.1275.920.4743.5236.84
21Q2 (7)2260.00.02.2747.4116.191.2224.4925.773.80146.75123.5316.713.9917.4452.929.5914.7925.1014.6127.7431.0229.2581.624.1930.5350.185.1347.84115.5539.2029.288.0131.0229.2581.621.2522.13-0.35
21Q1 (6)2260.00.01.54-3.14140.620.98-25.1963.331.54-66.23140.6214.65-11.4842.148.291.942.8821.90-3.2334.9424.008.9467.013.21-14.492.223.47-3.34137.6730.3415.177.4324.008.9467.01-0.7911.03-0.21
20Q4 (5)2260.00.01.5925.252.881.3124.7636.464.5653.5412.5916.559.8935.5447.371.46-0.4822.6312.593.5722.0313.4413.263.7523.7640.453.5924.6552.7726.3612.713.7222.0313.4413.26--0.00
20Q3 (4)2260.00.01.2720.950.01.058.250.02.9774.710.015.065.910.046.691.280.020.102.290.019.4213.70.03.038.60.02.8821.010.023.3912.180.019.4213.70.0--0.00
20Q2 (3)2260.00.01.0564.060.00.9761.670.01.70165.620.014.2237.920.046.10-1.790.019.6521.070.017.0818.860.02.7967.070.02.3863.010.020.8521.930.017.0818.860.0--0.00
20Q1 (2)2260.00.00.64-38.460.00.60-37.50.00.64-84.20.010.31-15.560.046.94-1.390.016.23-25.720.014.37-26.120.01.67-37.450.01.46-37.870.017.10-26.230.014.37-26.120.0--0.00
19Q4 (1)2260.00.01.040.00.00.960.00.04.050.00.012.210.00.047.600.00.021.850.00.019.450.00.02.670.00.02.350.00.023.180.00.019.450.00.0--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)
2024/102.29-2.8228.1120.39-10.846.84N/A-
2024/92.367.9319.3118.09-14.156.831.89-
2024/82.19-4.412.2915.73-17.626.871.88-
2024/72.29-4.594.0513.55-20.137.051.83-
2024/62.41.17-3.311.26-23.736.832.02-
2024/52.3715.07-0.118.86-27.856.282.19-
2024/42.0611.07-10.76.49-34.494.962.78-
2024/31.8577.12-24.974.44-41.74.443.39-
2024/21.05-31.82-60.222.58-49.754.133.64市場需求減少
2024/11.54-0.8-38.751.54-38.754.633.25-
2023/121.550.15-55.4625.96-56.844.883.26市場需求減少
2023/111.55-13.66-52.9524.41-56.935.313.0市場需求減少
2023/101.79-9.5-56.2822.87-57.175.92.7市場需求減少
2023/91.98-7.46-48.2321.08-57.256.312.81市場需求減少
2023/82.14-2.75-54.4819.1-58.06.812.61市場需求減少
2023/72.2-11.34-55.6216.96-58.417.052.52市場需求減少
2023/62.484.51-51.6414.77-58.797.162.67市場需求減少
2023/52.372.87-56.0712.29-59.997.152.67市場需求減少
2023/42.31-6.67-62.369.91-60.827.412.58市場需求減少
2023/32.47-6.09-56.037.61-60.337.612.67市場需求減少
2023/22.634.98-62.945.14-62.128.612.36市場需求減少
2023/12.51-27.87-61.212.51-61.219.272.19市場需求減少
2022/123.475.8-36.1660.16-15.5910.851.68-
2022/113.28-19.78-49.2756.68-13.8911.21.63-
2022/104.097.16-39.9253.4-10.0312.611.45-
2022/93.82-18.64-51.0949.31-6.1613.471.27市場需求減少
2022/84.7-5.18-34.3945.491.6814.781.16-
2022/74.95-3.4-20.4440.798.5615.481.11-
2022/65.13-5.05-13.2835.8414.3216.650.78-
2022/55.4-11.85-2.8230.7120.7417.150.76-
2022/46.139.0117.1225.3127.3218.850.69-
2022/35.62-20.86-3.5519.1830.9719.180.52-
2022/27.19.8981.7813.5653.7819.010.52生產端供給相較去年同期提升, 提高相對出貨量 ; 同時因疫情, 客戶擔心後續出貨受阻,提早拉貨
2022/16.4618.731.516.4631.5118.380.54-
2021/125.44-15.928.6771.2826.9518.730.46-
2021/116.47-5.010.365.8328.7421.10.41-
2021/106.82-12.7620.0859.3631.1321.790.39-
2021/97.819.1545.7352.5432.7121.20.31-
2021/87.1614.9648.3344.7330.6719.30.34-
2021/76.235.2927.6737.5727.7817.70.37-
2021/65.916.3923.531.3527.816.70.36-
2021/55.566.2316.0925.4428.8416.620.37-
2021/45.23-10.2212.6719.8832.9214.960.41-
2021/35.8349.1534.6814.6542.0414.650.37-
2021/23.91-20.4918.538.8247.3613.830.39-
2021/14.91-1.9182.74.9182.715.790.35去年同期工作天數較少
2020/125.01-14.6630.3656.1522.4716.550.35-
2020/115.873.4235.4451.1421.7516.910.34-
2020/105.685.8540.8145.2720.1815.860.37-
2020/95.3611.154.0639.5917.715.060.43因疫情影響,相關IC之客戶出貨需求增加
2020/84.83-1.0425.7234.2313.5114.490.45-
2020/74.881.8525.3929.411.7314.450.45-
2020/64.790.0125.9524.539.3614.220.46-
2020/54.793.1113.2419.745.9713.760.48-
2020/44.647.2915.4314.953.8412.260.54-
2020/34.3331.2713.4510.31-0.6410.310.7-
2020/23.322.5436.435.99-8.839.830.74-
2020/12.69-30.01-35.182.69-35.1810.870.67-
2019/123.84-11.331.1745.84-5.730.0N/A-
2019/114.337.534.3442.0-6.310.0N/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)2260.00.49-89.860.59-85.8525.96-56.8542.39-17.373.82-81.354.42-76.510.99-91.960.78-94.391.12-89.87
2022 (9)2260.04.83-45.914.17-22.9260.16-15.651.30-4.1820.48-17.7218.82-35.1712.32-30.5513.91-46.3111.06-45.89
2021 (8)2260.08.9397.575.4137.3171.2826.9553.5414.4324.8924.3329.0355.4917.7457.8325.91105.4720.4498.25
2020 (7)2260.04.5212.723.947.3656.1522.4946.79-4.0620.02-7.0118.67-7.2111.2413.8812.6118.0710.3112.68
2019 (6)2260.04.01-13.953.67-10.2745.84-5.7448.77-1.4721.53-5.7420.12-8.599.87-11.1610.68-14.299.15-14.0
2018 (5)2260.04.6614.784.0916.1948.635.3749.504.3422.8411.7422.018.5311.1117.8212.4616.4510.6414.9
2017 (4)2260.04.0618.023.5214.2946.1510.9947.44-2.2720.441.9520.286.359.4313.0710.716.569.2618.11
2016 (3)2260.03.44-2.273.08-0.9641.584.7948.54-1.1620.05-6.0419.07-7.528.34-1.539.18-3.067.84-2.85
2015 (2)2260.03.5203.115.0739.680.9449.112.2121.342.620.621.488.473.679.470.858.071.89
2014 (1)2260.890.0002.968.4239.310.9548.05020.80020.3208.178.079.396.467.926.31

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