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)462.222.22-0.15-151.72-118.750.07450.0-68.180.68-19.05-62.841.75-6.42-23.9136.658.462.29-0.3233.33-107.26-3.96-157.23-125.73-0.010.0-110.0-0.07-153.85-120.0-6.06-190.04-139.25-3.96-157.23-125.73-0.98-99.50268.33
24Q2 (19)450.00.00.29-47.27-56.06-0.0286.67-106.670.8452.73-18.451.874.47-25.233.79-1.31-9.02-0.4881.4-108.366.92-49.49-40.8-0.0180.0-107.140.13-48.0-55.176.73-55.22-42.436.92-49.49-40.8-1.87109.70-35.51
24Q1 (18)452.272.270.55266.6748.65-0.15-157.69-138.460.55-63.3348.651.79-8.21-10.9534.2413.98-12.09-2.58-146.65-130.0313.70283.466.06-0.05-145.45-129.410.25266.6747.0615.03278.0882.1813.70283.466.06-11.7162.71-69.75
23Q4 (17)44-2.220.0-0.33-141.25-560.00.2618.18-21.211.50-18.03-13.791.95-15.2214.0430.04-16.16-23.525.5325.418.16-7.47-148.54-474.620.1110.037.5-0.15-142.86-650.0-8.44-154.66-64.2-7.47-148.54-474.62-11.61-60.02-4.25
23Q3 (16)450.02.270.8021.2126.980.22-26.67210.01.8377.672.232.3-8.045.5735.83-3.53-0.144.41-23.17177.7815.3931.65-12.360.1-28.57211.110.3520.6925.015.4432.08-12.0715.3931.65-12.368.1949.80-24.88
23Q2 (15)452.272.270.6678.3832.00.30-23.08850.01.03178.38-11.212.524.3843.6837.14-4.657.435.74-33.18875.6811.6941.7-8.740.14-17.651500.00.2970.5931.8211.6941.7-8.7411.6941.7-8.7420.96459.19-2.45
23Q1 (14)440.00.00.37840.0-43.080.3918.18200.00.37-78.74-43.082.0117.54-4.7438.95-0.8428.938.5983.55178.98.25734.62-40.090.17112.5183.330.17950.0-41.388.25260.51-40.098.25734.62-40.0912.88366.03141.59
22Q4 (13)440.015.79-0.05-107.94-112.50.33265.0-5.711.74-2.798.751.718.23-10.9439.289.4819.684.68182.54-28.66-1.30-107.4-116.620.08188.89-38.46-0.02-107.14-113.33-5.14-129.27-184.26-1.30-107.4-116.62-0.48-40.97-67.50
22Q3 (12)440.022.220.6326.0-10.0-0.20-400.0-133.91.7954.3143.21.58-9.2-32.4835.883.79-0.39-5.67-666.22-147.7317.5637.0861.69-0.09-800.0-132.140.2827.2712.017.5637.0861.6917.5637.0861.69-13.371.46-265.38
22Q2 (11)440.0-41.330.50-23.08455.56-0.04-130.77-108.71.1678.46346.151.74-17.54-18.6934.5714.4313.42-0.74-124.03-107.6312.81-6.97317.26-0.01-116.67-104.760.22-24.14214.2912.81-6.97317.2612.81-6.97317.26-3.8219.71-96.81
22Q1 (10)4415.79-41.330.6562.5261.110.13-62.8644.440.65-59.38261.112.119.913.4430.21-7.9513.363.08-53.0533.3313.7776.0993.130.06-53.8550.00.2993.33123.0813.77125.7493.1313.7776.0993.13-4.029.82-51.77
21Q4 (9)385.56-49.330.40-42.86202.560.35-40.68333.331.6028.0295.121.92-17.9519.2532.82-8.8846.656.56-44.78251.157.82-27.99142.620.13-53.57285.710.15-40.0150.06.10-43.83133.247.82-27.99142.62-4.30317.46-6.21
21Q3 (8)36-52.0-52.00.70677.781100.00.5928.261375.01.25380.77397.622.349.3518.7836.0218.1864.2511.8822.47980.010.86253.75487.860.2833.331300.00.25257.14516.6710.86253.75487.8610.86253.75487.8612.20313.89219.69
21Q2 (7)750.00.00.09-50.0140.910.46411.11453.850.2644.44174.292.1415.0538.0630.4814.3725.99.70319.91359.363.07-56.94128.770.21425.0450.00.07-46.15141.183.07-56.94128.773.07-56.94128.7715.2948.08285.56
21Q1 (6)750.00.00.18146.15238.460.09160.0127.270.18121.95238.461.8615.5351.2226.6519.0812.782.31153.23119.037.13138.86190.370.04157.14126.670.13143.33230.07.13138.86190.377.13138.86190.37-1.37-155.50-157.50
20Q4 (5)750.00.0-0.39-457.142.5-0.15-475.059.46-0.82-95.245.751.61-18.2711.8122.382.0513.49-4.34-494.5562.65-18.35-555.3611.78-0.07-450.058.82-0.3-400.00.0-18.35-555.3611.78-18.35-555.3611.78--0.00
20Q3 (4)750.00.0-0.0768.180.00.04130.770.0-0.42-20.00.01.9727.10.021.93-9.420.01.10129.410.0-2.8073.760.00.02133.330.0-0.0664.710.0-2.8073.760.0-2.8073.760.0--0.00
20Q2 (3)750.00.0-0.22-69.230.0-0.1360.610.0-0.35-169.230.01.5526.020.024.212.450.0-3.7469.190.0-10.67-35.230.0-0.0660.00.0-0.17-70.00.0-10.67-35.230.0-10.67-35.230.0--0.00
20Q1 (2)750.00.0-0.1367.50.0-0.3310.810.0-0.1385.060.01.23-14.580.023.6319.830.0-12.14-4.480.0-7.8962.070.0-0.1511.760.0-0.166.670.0-7.8962.070.0-7.8962.070.0--0.00
19Q4 (1)750.00.0-0.400.00.0-0.370.00.0-0.870.00.01.440.00.019.720.00.0-11.620.00.0-20.800.00.0-0.170.00.0-0.30.00.0-20.800.00.0-20.800.00.0--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)
2024/100.7111.135.166.12-18.151.97N/A-
2024/90.641.81-11.985.42-20.451.751.27-
2024/80.6228.31-23.054.78-21.461.731.28-
2024/70.49-21.04-36.514.15-21.211.721.29-
2024/60.620.73-20.733.67-18.61.871.27-
2024/50.61-5.05-31.353.05-18.161.91.25-
2024/40.640.51-22.152.44-14.011.811.31-
2024/30.6422.05-8.861.79-10.651.791.41-
2024/20.53-16.08-20.361.15-11.621.81.4-
2024/10.63-3.05-2.660.63-2.661.91.33-
2023/120.652.946.548.7522.611.951.49-
2023/110.63-6.65-0.498.1124.12.021.43-
2023/100.67-6.9843.187.4826.732.211.31-
2023/90.72-10.9816.256.8125.312.31.48-
2023/80.815.8580.126.0826.482.361.45因應客戶端需求出貨。
2023/70.77-1.449.835.2720.942.441.4-
2023/60.78-12.7639.334.5117.092.51.47-
2023/50.897.6612.953.7313.322.421.52-
2023/40.8317.68110.362.8413.432.191.68因應客戶端需求出貨。
2023/30.76.64-8.852.01-4.682.011.87-
2023/20.662.574.611.3-2.271.911.97-
2023/10.646.11-8.450.64-8.451.882.0-
2022/120.61-3.85-11.667.14-13.651.712.2-
2022/110.6334.3213.126.53-13.831.722.18-
2022/100.47-24.48-30.555.9-15.971.542.43-
2022/90.6237.92-14.25.43-14.421.582.28-
2022/80.45-11.94-45.094.81-14.451.522.37-
2022/70.51-8.31-35.64.36-9.211.861.94-
2022/60.56-29.27-24.063.85-3.971.741.57-
2022/50.79100.5121.713.290.531.961.4-
2022/40.39-49.0-48.122.5-4.71.81.52-
2022/30.7722.42.982.1112.972.110.93-
2022/20.63-10.2421.421.3319.72.020.97-
2022/10.72.3918.20.718.21.951.0-
2021/120.6923.1313.458.2729.891.920.92-
2021/110.56-17.5431.247.5831.621.960.9-
2021/100.68-6.715.737.0231.652.220.8-
2021/90.72-11.7412.696.3533.62.340.66-
2021/80.823.2815.35.6236.882.350.66-
2021/70.798.128.734.841.42.180.71-
2021/60.7413.3660.454.0144.222.140.79客戶端需求持續強勁,故公司六月份整體營收呈現成長。
2021/50.65-14.5451.733.2741.012.160.78客戶端需求持續強勁,故公司五月份整體營收呈現成長。
2021/40.761.2214.882.6238.592.030.83-
2021/30.7544.3233.291.8651.311.860.79客戶端需求持續強勁,故公司三月份整體營收呈現成長。
2021/20.52-12.6267.131.1166.461.720.85客戶端需求持續強勁,故公司二月份整體營收呈現成長。
2021/10.59-1.7265.870.5965.871.620.9客戶端需求強勁,且為了因應客戶春節期間產線所需而提前拉貨,故公司一月份整體營收呈現成長。
2020/120.6142.4429.096.3713.671.610.9-
2020/110.42-27.28-21.565.7612.261.650.88-
2020/100.58-9.1535.765.3416.261.940.75-
2020/90.64-9.6922.184.7514.241.970.69-
2020/80.7115.3132.724.1113.091.790.77-
2020/70.6234.7330.523.49.691.50.91-
2020/60.467.2-14.812.785.931.551.23-
2020/50.43-35.29-4.642.3211.281.651.15-
2020/40.6617.4550.471.8915.651.531.24本月全產品線出貨較去年同期成長。
2020/30.5680.9529.141.232.871.231.88-
2020/20.31-13.28-0.750.67-12.131.142.03-
2020/10.36-23.51-20.090.36-20.091.371.69-
2019/120.47-13.4512.655.68.430.0N/A-
2019/110.5425.8611.165.138.060.0N/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)440.01.47-13.531.20400.08.7522.5535.632.686.00916.957.62-29.250.531225.00.65-7.140.67-12.99
2022 (9)4415.791.706.920.24-83.787.14-13.6634.709.360.59-92.5510.7747.740.04-93.850.722.810.7728.33
2021 (8)38-49.331.5901.4808.2729.8331.7338.447.9207.2900.6500.5700.60
2020 (7)750.0-0.820-0.5406.3713.7522.925.77-4.020-9.640-0.260-0.610-0.610
2019 (6)750.0-0.870-1.3305.68.5321.67-6.64-11.010-11.650-0.620-0.650-0.650
2018 (5)750.0-0.800-1.8005.163.8223.21-6.9-16.010-11.650-0.830-0.60-0.60
2017 (4)750.0-1.470-2.0704.97-3.6824.93-6.31-19.070-22.150-0.950-1.10-1.10
2016 (3)750.0-1.340-2.1105.169.0926.610.3-18.970-19.500-0.980-1.020-1.010
2015 (2)751.35-1.700-3.1304.73-33.026.533.07-30.980-26.930-1.470-1.30-1.270
2014 (1)740.0-1.190-2.6307.06-7.4725.740-16.850-12.530-1.190-0.860-0.880

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