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)820.01.230.61-38.3835.560.41-6.821950.02.2138.1220.113.44-15.8930.342.02-2.6426.5712.73-5.98375.014.48-27.384.780.44-20.0528.570.5-39.0235.1417.37-30.110.2914.48-27.384.784.0311.9613.25
24Q2 (19)820.02.50.9962.3330.430.4433.332100.01.60162.315.114.0923.9445.0443.163.0131.9513.547.72132.2519.9430.75211.560.5534.15243.750.8264.0355.5624.8527.04114.2219.9430.75211.5614.8690.0815.19
24Q1 (18)821.232.50.61117.86-47.410.33-2.94-70.80.61-70.95-47.413.35.77-36.1741.907.740.1712.5713.14-44.8415.25115.7-14.990.4117.14-65.250.5127.27-46.2419.56111.92-14.0215.25115.7-14.9911.9740.04798.53
23Q4 (17)810.02.530.28-37.78-73.580.341600.0-64.582.1014.13-48.283.1218.18-34.1838.8917.14-6.0911.11314.55-48.117.07-48.84-59.810.35400.0-65.350.22-40.54-73.819.23-41.4-58.747.07-48.84-59.815.9028.94800.00
23Q3 (16)811.252.530.4595.65-58.720.020.0-96.491.8432.37-38.672.64-6.38-41.5933.201.5-6.852.68-54.03-81.7113.82115.94-27.980.07-56.25-89.390.37105.56-57.4715.7535.78-33.3213.82115.94-27.98-25.927.74-49.12
23Q2 (15)800.01.270.23-80.17-77.00.02-98.23-97.261.3919.83-27.232.82-45.45-39.3532.71-21.8-6.995.83-74.42-66.726.40-64.33-62.570.16-86.44-80.490.18-80.65-77.2211.60-49.01-46.16.40-64.33-62.57-18.19-35.37-40.26
23Q1 (14)801.271.271.169.4327.471.1317.7168.661.16-71.4327.475.179.077.2641.831.0128.2722.796.4545.3417.941.9919.681.1816.8355.260.9310.7129.1722.751.718.817.941.9919.686.973.3443.06
22Q4 (13)790.09.721.06-2.7576.670.9668.4271.434.0635.33100.994.744.8714.2241.4116.1936.421.4146.1460.1317.59-8.3468.331.0153.0383.640.84-3.4590.9122.37-5.2973.9517.59-8.3468.331.043.1223.25
22Q3 (12)790.09.721.099.057.970.57-21.9232.563.0057.07109.794.52-2.86.635.641.3417.7414.65-16.3830.1119.1912.2264.160.66-19.5137.50.8710.1374.023.629.7660.7919.1912.2264.16-3.179.45-6.48
22Q2 (11)790.09.721.009.89127.270.738.9662.221.91109.89158.114.65-3.539.4135.177.8527.3417.5211.7386.5817.1014.08132.340.827.89105.00.799.72146.8821.5212.38164.717.1014.08132.346.3130.7814.30
22Q1 (10)799.729.720.9151.67203.330.6719.64179.170.91-54.95203.334.8216.1443.4532.617.4113.2715.6817.2881.4814.9943.44134.950.7638.18162.070.7263.64227.2719.1548.91108.3814.9943.44134.957.0119.3224.94
21Q4 (9)720.00.00.60-13.0466.670.5630.2375.02.0241.260.54.15-2.1236.5130.360.3-7.3513.3718.7414.4710.45-10.6125.450.5514.5852.780.44-12.069.2312.86-12.4610.6710.45-10.6125.45-1.1821.8912.89
21Q3 (8)720.01.410.6956.8221.050.43-4.440.01.4393.24-12.84.24-0.2425.8230.279.59-21.7411.2619.91-13.9811.6958.83-2.50.4820.09.090.556.2521.9514.6980.69-1.5411.6958.83-2.513.1251.7541.53
21Q2 (7)720.01.410.4446.67-46.990.4587.5-39.190.74146.67-30.844.2526.49-1.1627.62-4.06-20.849.398.68-45.797.3615.36-46.20.437.93-45.950.3245.45-45.768.13-11.53-51.957.3615.36-46.218.5115.0031.25
21Q1 (6)720.00.00.30-16.6720.00.24-25.014.290.30-85.0720.03.3610.5327.2728.79-12.15-3.18.64-26.0319.836.38-23.41-3.770.29-19.4452.630.22-15.3822.229.19-20.9120.296.38-23.41-3.770.37-26.76-25.29
20Q4 (5)721.410.00.36-36.84140.00.32-25.5877.782.0122.5628.033.04-9.7911.7632.77-15.282.711.68-10.7737.418.33-30.53119.210.36-18.1856.520.26-36.59136.3611.62-22.1261.398.33-30.53119.21--0.00
20Q3 (4)710.00.00.57-31.330.00.43-41.890.01.6453.270.03.37-21.630.038.6810.860.013.09-24.420.011.99-12.350.00.44-40.540.00.41-30.510.014.92-11.820.011.99-12.350.0--0.00
20Q2 (3)71-1.390.00.83232.00.00.74252.380.01.07328.00.04.362.880.034.8917.440.017.32140.220.013.68106.330.00.74289.470.00.59227.780.016.92121.470.013.68106.330.0--0.00
20Q1 (2)720.00.00.2566.670.00.2116.670.00.25-84.080.02.64-2.940.029.71-6.890.07.21-15.180.06.6374.470.00.19-17.390.00.1863.640.07.646.110.06.6374.470.0--0.00
19Q4 (1)720.00.00.150.00.00.180.00.01.570.00.02.720.00.031.910.00.08.500.00.03.800.00.00.230.00.00.110.00.07.200.00.03.800.00.0--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)
2024/101.05-10.4110.7411.872.513.18N/A-
2024/91.1721.3839.4510.831.783.440.47-
2024/80.96-26.1623.239.66-1.443.610.45-
2024/71.31-2.6927.968.69-3.584.070.4-
2024/61.34-6.0964.667.39-7.64.090.38主係因客戶訂單量增加所致
2024/51.438.0536.516.05-15.83.760.41-
2024/41.3231.2537.474.62-24.723.280.47-
2024/31.016.4-30.373.3-36.283.30.45-
2024/20.95-29.52-43.552.29-38.573.530.42-
2024/11.348.24-34.51.34-34.53.510.42-
2023/121.2433.41-13.0913.75-26.573.120.52-
2023/110.93-1.72-42.2612.51-27.682.710.6-
2023/100.9512.81-44.3511.58-26.192.570.63-
2023/90.847.26-51.510.64-23.982.640.76客戶需求疲弱,主要客戶庫存去化中
2023/80.78-23.33-42.29.8-20.12.620.77-
2023/71.0225.21-28.929.02-17.362.880.7-
2023/60.81-22.14-42.098.0-15.62.820.74-
2023/51.058.81-25.617.18-10.993.450.61-
2023/40.96-33.53-47.76.14-7.94.080.51-
2023/31.45-13.72-10.675.177.265.170.46-
2023/21.68-18.2338.863.7316.325.150.46-
2023/12.0543.632.692.052.695.090.47-
2022/121.43-11.36-2.9218.7317.114.740.58-
2022/111.61-5.289.8517.319.145.040.54-
2022/101.7-1.6840.2615.6920.184.780.57-
2022/91.7327.8538.3713.9918.124.520.58-
2022/81.35-5.72-1.0312.2615.734.190.62-
2022/71.442.02-11.4810.9118.224.250.62-
2022/61.410.0-2.349.4724.554.650.53-
2022/51.41-23.49-0.898.0730.834.860.5-
2022/41.8413.5232.366.6640.324.670.53-
2022/31.6234.1141.624.8243.614.820.45-
2022/21.21-39.5371.213.244.644.670.47主係網通及工控產品持續成長
2022/12.035.7732.232.032.234.930.44-
2021/121.470.338.1415.9919.814.150.45-
2021/111.4720.9343.7914.5218.223.930.47-
2021/101.21-3.026.3813.0615.913.830.49-
2021/91.25-8.5618.011.8514.944.240.44-
2021/81.37-15.6763.4510.614.584.430.42本月較去年同期增加主係工控產品銷售成長所致
2021/71.6212.5610.29.239.724.480.42-
2021/61.441.491.87.619.624.250.48-
2021/51.422.18-3.616.1711.633.950.51-
2021/41.3921.47-1.664.7517.163.240.62-
2021/31.1462.1213.713.3627.253.360.53-
2021/20.71-53.295.362.2235.573.280.54-
2021/11.5141.8356.541.5156.543.590.49本月較去年同期增加主係工控產品銷售成長所致
2020/121.064.416.3113.3513.423.040.52-
2020/111.026.2913.7812.2813.183.040.52-
2020/100.96-9.435.7711.2613.122.850.56-
2020/91.0626.654.810.3113.863.370.41-
2020/80.84-43.14-5.989.2515.03.720.37-
2020/71.473.9855.658.4117.614.360.31本月較去年同期增加主係工控產品銷售成長所致
2020/61.41-3.9164.726.9411.824.30.3本月較去年同期增加主係工控產品銷售成長所致
2020/51.474.2445.355.523.323.890.33-
2020/41.4140.4832.744.05-6.53.090.42-
2020/31.0150.210.232.64-19.272.640.41-
2020/20.67-30.6-18.81.63-27.92.550.43-
2020/10.965.38-33.110.96-33.112.780.39-
2019/120.922.137.3911.77-21.990.0N/A-
2019/110.9-1.18-18.9410.85-23.750.0N/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)812.532.07-47.191.52-48.4713.75-26.5937.643.9512.80-26.1812.32-28.331.76-45.852.21-45.431.7-47.2
2022 (9)799.723.92115.382.9576.6518.7317.1436.2123.6717.3461.1517.1988.93.2588.954.05123.763.22120.55
2021 (8)720.01.82-7.141.67-1.7615.9919.7829.28-14.7410.76-17.049.10-14.471.72-0.581.811.121.461.39
2020 (7)720.01.9625.641.70142.8613.3513.4234.3416.8412.9775.5110.6411.531.7398.851.7925.171.4427.43
2019 (6)720.01.56-21.610.70-46.1511.77-22.029.39-1.777.39-31.199.542.030.87-46.31.43-28.141.13-21.53
2018 (5)720.01.995.291.30-28.5715.09-14.0729.92-2.0610.741.619.3521.741.62-12.91.9914.371.445.11
2017 (4)720.01.89-42.551.822.2517.56-13.7130.55-3.8410.5710.457.68-34.971.86-4.621.74-39.581.37-42.92
2016 (3)720.03.297.521.7845.920.35-6.0931.7728.999.5759.511.8130.791.9550.02.8813.832.47.62
2015 (2)720.03.06-15.471.22-30.6821.67-14.4224.631.116.00-27.369.03-11.731.3-37.82.53-23.12.23-15.53
2014 (1)720.03.6276.591.7655.7525.328.7224.3608.26010.2302.0969.923.2984.832.6477.18

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