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)99-16.1-16.10.70-9.091.450.79-15.05-1.252.1149.65-0.479.53-1.75-13.2834.34-5.53.1210.93-15.01-3.278.68-26.38-5.961.04-16.8-16.130.69-24.18-14.8110.01-21.49-12.88.68-26.38-5.96-0.935.612.87
24Q2 (19)1180.00.00.7720.3113.240.9320.785.681.41120.31-1.49.7-0.1-13.9336.347.266.4412.867.88.811.7926.131.291.257.76-6.020.9119.7412.3512.756.7813.1311.7926.131.292.21-4.29-8.05
24Q1 (18)1180.00.00.64-28.89-13.510.77-36.89-21.430.64-78.81-13.519.714.52-7.5233.88-3.8-1.0211.93-28.18-9.899.35-25.14-1.371.16-24.68-16.550.76-28.97-13.6411.94-21.24-3.329.35-25.14-1.37-5.480.777.80
23Q4 (17)1180.00.00.9030.43-17.431.2252.5-1.613.0242.45-27.929.29-15.47-3.1335.225.77-10.6816.6146.99-3.8212.4935.32-16.121.5424.19-7.231.0732.1-17.0515.1632.06-15.0712.4935.32-16.12-8.9715.9521.70
23Q3 (16)1180.00.00.691.47-32.350.80-9.09-19.192.1248.25-31.3910.99-2.488.8133.30-2.46-14.011.30-4.4-25.569.232.78-34.211.24-6.77-18.950.810.0-32.511.481.86-33.919.232.78-34.212.42-3.32-9.64
23Q2 (15)1180.00.00.68-8.11-39.290.88-10.2-20.721.4393.24-31.2511.277.337.9534.14-0.26-7.8511.82-10.73-28.848.98-5.27-38.281.33-4.32-23.120.81-7.95-38.6411.27-8.74-39.938.98-5.27-38.288.41-20.11-15.58
23Q1 (14)1180.00.00.74-32.11-22.920.98-20.977.690.74-82.34-22.9210.59.4917.4534.23-13.19-12.0113.24-23.34-13.869.48-36.33-34.931.39-16.271.460.88-31.78-22.1212.35-30.81-31.359.48-36.33-34.932.22-12.622.14
22Q4 (13)1180.00.851.096.8691.231.2425.2516.984.1935.626.29.59-5.0518.6939.431.832.0717.2713.7734.514.896.13112.111.668.559.621.297.592.5417.852.76118.2214.896.13112.11-4.15-1.037.22
22Q3 (12)1180.00.851.02-8.930.00.99-10.814.213.0948.5612.3610.1-3.2619.138.724.51-0.2115.18-8.61-12.6614.03-3.57-17.471.53-11.564.081.2-9.090.017.37-7.41-15.114.03-3.57-17.476.763.875.58
22Q2 (11)1180.00.851.1216.679.81.1121.9820.652.08116.6720.2310.4416.7820.1437.05-4.76-0.0816.618.0725.0814.55-0.14-7.151.7326.2850.431.3216.8110.9218.764.2813.7714.55-0.14-7.1513.7142.553.92
22Q1 (10)1180.851.720.9668.4235.210.91-14.1519.740.96-71.0835.218.9410.6414.1838.900.72.115.3719.715.1314.57107.5529.971.3731.7331.731.1368.6636.1417.99119.9325.814.57107.5529.972.9612.15-1.29
21Q4 (9)1170.011.430.57-44.12-20.831.0611.58107.843.3220.7318.578.08-4.7223.9338.63-0.4411.4912.84-26.123.887.02-58.71-48.831.04-29.2528.40.67-44.17-10.678.18-60.02-49.477.02-58.71-48.83-3.57-22.067.42
21Q3 (8)1170.010.381.020.070.00.953.2693.882.7558.9628.58.48-2.4232.538.804.6410.7617.3830.8755.617.008.4948.731.4727.83107.041.20.8490.4820.4624.0853.4917.008.4948.734.2821.8312.16
21Q2 (7)1170.8614.711.0243.665.150.9221.0548.391.73143.6611.618.6910.9829.3237.08-2.680.0313.28-0.5221.3915.6739.79-11.421.1510.5855.411.1943.3720.216.4915.31-0.8415.6739.79-11.4215.5421.1335.04
21Q1 (6)11610.4817.170.71-1.3924.560.7649.02123.530.71-74.6424.567.8320.0930.0738.109.9618.813.358.0153.4511.21-18.296.661.0428.4100.00.8310.6745.6114.30-11.6714.4911.21-18.296.6610.989.3026.55
20Q4 (5)105-0.946.060.7220.044.00.514.08-1.922.8030.8421.746.521.887.7734.65-1.087.7412.3610.658.813.7220.0350.60.8114.0817.390.7519.0550.016.1921.4644.6813.7220.0350.6--0.00
20Q3 (4)1063.920.00.60-38.140.00.49-20.970.02.1438.060.06.4-4.760.035.03-5.50.011.172.10.011.43-35.390.00.71-4.050.00.63-36.360.013.33-19.840.011.43-35.390.0--0.00
20Q2 (3)1023.030.00.9770.180.00.6282.350.01.55171.930.06.7211.630.037.0715.590.010.9425.750.017.6968.320.00.7442.310.00.9973.680.016.6333.150.017.6968.320.0--0.00
20Q1 (2)990.00.00.5714.00.00.34-34.620.00.57-75.220.06.02-0.50.032.07-0.280.08.70-23.420.010.5115.370.00.52-24.640.00.5714.00.012.4911.620.010.5115.370.0--0.00
19Q4 (1)990.00.00.500.00.00.520.00.02.300.00.06.050.00.032.160.00.011.360.00.09.110.00.00.690.00.00.50.00.011.190.00.09.110.00.0--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)
2024/103.270.288.2732.21-9.959.81N/A-
2024/93.26-0.48-6.3128.95-11.639.531.42-
2024/83.289.23-16.2425.69-12.269.611.41-
2024/73.0-10.06-16.4322.41-11.659.661.41-
2024/63.330.33-8.5919.41-10.869.71.33-
2024/53.329.3-12.8616.08-11.329.931.3-
2024/43.04-14.84-19.8612.75-10.9110.21.26-
2024/33.57-0.5719.049.88-6.069.881.28-
2024/23.5931.94-2.56.31-16.079.241.37-
2024/12.72-6.9-29.092.72-29.099.01.4-
2023/122.92-12.913.6942.067.639.31.47-
2023/113.3611.189.6239.137.949.861.39-
2023/103.02-13.21-18.5935.787.7810.411.32-
2023/93.48-11.034.5132.7611.110.981.32-
2023/83.918.998.2829.2811.9411.151.3-
2023/73.59-1.6214.5825.3712.5311.051.31-
2023/63.65-4.36-12.4121.7812.211.261.26-
2023/53.810.5320.2418.1318.9210.611.34-
2023/43.7926.4921.2214.3218.5810.481.36-
2023/33.0-18.56-11.6510.5217.6510.521.4-
2023/23.68-4.0439.897.5235.5910.341.42-
2023/13.8436.1531.73.8431.79.721.51-
2022/122.82-7.9314.0739.0718.029.591.54-
2022/113.06-17.4423.5936.2518.3410.11.46-
2022/103.7111.4217.6833.1917.8810.651.39-
2022/93.33-7.838.7629.4817.910.071.44-
2022/83.6115.3326.626.1519.1810.911.33-
2022/73.13-24.821.9722.5418.0710.471.39-
2022/64.1631.2934.4819.4117.4610.471.34-
2022/53.171.369.615.2413.539.71.45-
2022/43.13-7.8215.8912.0714.629.161.54-
2022/33.428.9543.328.9414.188.941.43-
2022/22.63-9.6626.215.551.548.021.6-
2022/12.9117.92-13.692.91-13.697.861.63-
2021/122.47-0.252.5133.1128.978.11.48-
2021/112.48-21.3915.930.6331.718.691.38-
2021/103.152.9758.3928.1633.329.071.33營收成長主要係零組件等產品銷售成長
2021/93.067.2827.4825.030.718.481.28-
2021/82.8511.1141.8621.9431.178.521.27-
2021/72.57-17.0930.2519.0929.718.561.26-
2021/63.17.027.1316.5229.638.691.19-
2021/52.897.1734.4913.4330.227.961.29-
2021/42.713.9926.1210.5329.097.161.44-
2021/32.3713.562.857.8330.147.831.29-
2021/22.09-38.227.065.4647.067.871.29-
2021/13.3840.0791.193.3891.197.931.28營收成長主要係客戶驗收開立發票
2020/122.4112.7720.7825.678.216.541.52-
2020/112.147.423.6423.267.056.531.53-
2020/101.99-17.110.0221.127.416.41.56-
2020/92.419.3925.2819.138.246.381.43-
2020/82.012.017.8716.736.176.421.42-
2020/71.97-19.0711.6714.725.946.561.39-
2020/62.4413.233.1812.755.116.731.31-
2020/52.150.5-11.7710.310.126.61.34-
2020/42.14-7.048.748.163.826.391.38-
2020/32.318.21-3.346.022.176.021.31-
2020/21.9510.3133.673.715.935.711.38-
2020/11.77-11.51-13.81.77-13.85.821.35農曆春節休假影響
2019/122.0-3.22-4.1523.725.950.0N/A-
2019/112.063.676.7721.726.990.0N/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)1180.02.98-27.853.88-8.7142.057.634.18-11.213.10-18.739.94-31.455.51-12.545.24-25.463.57-27.88
2022 (9)1180.854.1327.084.2515.4939.0818.1438.490.9216.1213.214.5012.846.333.767.0342.024.9527.58
2021 (8)11711.433.2524.053.6887.7633.0828.9238.149.6914.2431.4912.85-4.394.7169.424.9530.953.8831.97
2020 (7)1056.062.6215.421.963.1625.668.1834.777.9810.83-9.9813.4421.412.78-2.463.7816.312.9428.95
2019 (6)990.02.279.131.903.2623.725.9932.200.2512.0320.911.0716.162.8527.83.2530.02.289.09
2018 (5)990.02.0814.921.84-6.622.3832.3532.12-0.869.95-26.899.53-10.852.23-3.042.515.742.0915.47
2017 (4)99-9.171.8156.031.97105.2116.9128.532.4011.9613.6142.6610.699.752.382.542.1635.851.8141.41
2016 (3)109-5.221.1668.120.9657.3813.162.9728.9415.629.5444.769.7454.361.2650.01.5951.431.2858.02
2015 (2)1150.00.69-31.680.61-37.7612.78-9.1725.03-9.416.59-22.926.31-24.520.84-30.01.05-25.530.81-31.36
2014 (1)1150.01.0120.240.9816.6714.073.3827.6308.5508.3601.214.291.4117.51.1820.41

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