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)380.00.0-1.16-480.0-452.38-0.84-425.0-546.15-1.81-182.81-389.194.0612.153.8410.5223.6225.09-7.91-346.89-271.36-10.85-409.39-439.8-0.32-433.33-300.0-0.44-450.0-450.0-10.94-373.59-270.85-10.85-409.39-439.820.26-212.72-177.05
24Q2 (19)380.00.0-0.2054.55-225.0-0.1670.91-100.0-0.64-45.45-300.03.6228.37-8.598.5137.48-14.9-1.7778.9-80.61-2.1363.84-242.95-0.0675.0-50.0-0.0852.94-233.33-2.3166.47-281.89-2.1363.84-242.95-5.42-1022.73-831.21
24Q1 (18)380.02.7-0.44-2100.0-37.5-0.55-1733.33-323.08-0.44-15.79-37.52.82-39.22-27.136.19-30.99-24.33-8.39-4515.79-545.38-5.89-4430.77-91.86-0.24-2500.0-380.0-0.17-1600.0-41.67-6.89-3545.0-130.43-5.89-4430.77-91.86-10.27-1004.76-828.20
23Q4 (17)380.02.7-0.0290.480-0.0376.92-127.27-0.38-2.7-165.524.6418.675.228.976.66-10.570.19108.92-86.99-0.1393.5300.01112.5-83.33-0.0187.500.20106.78-69.23-0.1393.5308.71-70.387.21
23Q3 (16)380.02.7-0.21-231.25-160.0-0.13-62.5-218.18-0.37-131.25-163.793.91-1.26-17.518.41-15.9-30.95-2.13-117.35-267.72-2.01-234.9-173.09-0.08-100.0-233.33-0.08-233.33-161.54-2.95-332.28-190.77-2.01-234.9-173.090.54-40.62-12.02
23Q2 (15)382.72.70.16150.0-57.89-0.0838.46-161.54-0.1650.0-169.573.962.33-26.810.0022.25-8.26-0.9824.62-157.311.49148.53-43.56-0.0420.0-144.440.06150.0-57.141.27142.47-62.541.49148.53-43.56-4.9675.00-89.86
23Q1 (14)370.00.0-0.320-100.0-0.13-218.180-0.32-155.17-100.03.87-12.24-20.218.18-18.440.86-1.30-189.04-381.48-3.070-153.72-0.05-183.33-400.0-0.120-100.0-2.99-560.0-110.56-3.070-153.72-9.60-50.00-109.09
22Q4 (13)370.05.710.00-100.0-100.00.110.0-38.890.580.0-36.264.41-6.96-13.3610.03-17.6513.211.4614.96192.00.00-100.0-100.00.060.0100.00-100.0-100.00.65-80.0251.160.00-100.0-100.0-9.67-53.95-7.69
22Q3 (12)370.00.00.35-7.8959.090.11-15.38-57.690.58152.17-33.334.74-12.383.0412.1811.7411.851.27-25.73-56.512.754.1755.370.06-33.33-53.850.13-7.1462.53.25-4.1328.462.754.1755.37-0.42164.81-7.69
22Q2 (11)370.02.780.38337.535.710.130-64.860.23243.75-65.155.4111.5513.8910.9034.413.191.71733.33-36.92.64318.1823.360.091000.0-30.770.14333.3340.03.39338.7377.492.64318.1823.363.42-14.59-50.00
22Q1 (10)375.7119.35-0.16-366.67-142.110.00-100.0-100.0-0.16-117.58-142.114.85-4.723.198.11-8.47-30.39-0.27-154.0-108.6-1.21-410.26-148.02-0.01-133.33-106.67-0.06-400.0-150.0-1.42-230.23-146.1-1.21-410.26-148.022.97-219.70-65.39
21Q4 (9)35-5.4112.90.06-72.73-84.210.18-30.77-61.70.914.6111.635.0910.65-0.28.86-18.64-26.230.50-82.88-88.510.39-77.97-82.890.03-76.92-86.360.02-75.0-83.33-0.43-117.0-113.520.39-77.97-82.893.75-47.08-30.25
21Q3 (8)372.7819.350.22-21.43450.00.26-29.7344.440.8731.821640.04.6-3.1614.1410.8913.08-7.482.927.7522.181.77-17.29436.360.130.030.00.08-20.0700.02.5332.46212.351.77-17.29436.36-1.05-23.88-7.06
21Q2 (7)3616.1316.130.28-26.3227.270.3715.62184.620.6673.686500.04.751.0632.319.63-17.34-44.242.71-13.697.112.14-15.0811.460.13-13.3344.440.1-16.6742.861.91-37.99-37.172.14-15.0811.46-3.39-13.16-8.14
21Q1 (6)310.00.00.380.0272.730.32-31.91300.00.38-11.63272.734.7-7.84139.811.65-3.0-14.023.14-27.82223.622.5210.53173.470.15-31.82400.00.120.0271.433.08-3.14194.192.5210.53173.479.36425.0064.60
20Q4 (5)310.00.00.38850.0163.330.47161.11323.810.43760.0120.285.126.55124.6712.012.0438.054.3582.01257.042.28590.91127.940.22120.0466.670.121100.0163.163.18292.59143.032.28590.91127.94--0.00
20Q3 (4)310.00.00.04-81.820.00.1838.460.00.05400.00.04.0312.260.011.77-31.850.02.39-5.530.00.33-82.810.00.111.110.00.01-85.710.00.81-73.360.00.33-82.810.0--0.00
20Q2 (3)310.00.00.22200.00.00.13181.250.00.01104.550.03.5983.160.017.2727.450.02.53199.610.01.92155.980.00.09280.00.00.07200.00.03.04192.970.01.92155.980.0--0.00
20Q1 (2)310.00.0-0.2263.330.0-0.1623.810.0-0.2289.620.01.96-13.660.013.5555.750.0-2.548.30.0-3.4357.970.0-0.0516.670.0-0.0763.160.0-3.2755.750.0-3.4357.970.0--0.00
19Q4 (1)310.00.0-0.600.00.0-0.210.00.0-2.120.00.02.270.00.08.700.00.0-2.770.00.0-8.160.00.0-0.060.00.0-0.190.00.0-7.390.00.0-8.160.00.0--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)
2024/101.477.65-8.211.98-10.184.21N/A-
2024/91.37-0.24-10.510.51-10.454.060.43-
2024/81.373.144.659.14-10.453.780.47-
2024/71.3322.7824.027.77-12.673.70.48-
2024/61.08-16.29-15.836.44-17.693.620.47-
2024/51.293.19-4.365.36-18.053.620.47-
2024/41.2515.73-5.624.07-21.613.00.56-
2024/31.0862.3-25.842.82-27.12.820.59-
2024/20.67-37.7-48.311.74-27.863.090.53-
2024/11.07-20.78-4.281.07-4.284.110.4-
2023/121.35-20.0821.4116.37-15.574.640.34-
2023/111.695.4820.7615.02-17.824.820.33-
2023/101.64.95-15.613.33-21.024.440.36-
2023/91.5316.64-10.1411.73-21.73.910.6-
2023/81.3122.24-17.9910.21-23.183.660.64-
2023/71.07-16.67-25.598.9-23.893.710.63-
2023/61.28-4.88-38.267.83-23.653.960.49-
2023/51.351.83-16.536.54-19.934.140.47-
2023/41.33-9.06-22.335.19-20.774.070.47-
2023/31.4613.14-10.623.87-20.233.870.64-
2023/21.2915.34-18.462.41-25.13.520.71-
2023/11.120.49-31.541.12-31.543.630.69-
2022/121.11-20.51-38.0319.391.354.410.62-
2022/111.4-26.28-17.7518.285.425.00.55-
2022/101.911.7419.3616.887.955.190.53-
2022/91.76.4628.3914.996.654.730.57-
2022/81.610.91-2.3913.294.395.120.53-
2022/71.44-30.86-13.4111.695.395.140.53-
2022/62.0828.651.3510.258.715.410.595月大陸封城延後出貨,6月解封出貨回升
2022/51.62-5.24-11.358.171.434.960.64-
2022/41.714.6411.296.555.184.920.64-
2022/31.633.212.314.853.184.850.61-
2022/21.58-3.1513.193.213.645.010.59-
2022/11.63-9.03-4.191.63-4.195.130.58-
2021/121.795.4913.5219.1430.245.090.56-
2021/111.76.98-4.717.3432.264.610.62-
2021/101.5920.19-8.4415.6438.094.550.63-
2021/91.32-19.06-9.0414.0546.524.620.59-
2021/81.63-1.6114.9512.7356.464.670.58LED光源條客戶需求增加所致
2021/71.6620.8443.7111.0965.254.860.56LED光源條客戶需求增加所致
2021/61.37-24.6810.619.4369.744.730.59LED光源條客戶需求增加所致
2021/51.8318.9767.678.0686.784.950.56LED光源條客戶需求增加所致
2021/41.53-3.8121.656.2393.234.530.61LED光源條客戶需求增加所致
2021/31.614.294.354.7139.224.70.54LED光源條客戶需求增加所致
2021/21.4-18.03109.643.1171.464.680.54LED光源條客戶需求增加所致
2021/11.77.78258.01.7258.05.070.5LED光源條客戶需求增加所致
2020/121.58-11.45163.2214.6977.945.10.46LED光源條客戶需求增加所致
2020/111.792.78115.2413.1171.254.980.48LED光源條客戶需求增加所致
2020/101.7419.41106.1311.3365.914.610.51LED光源條客戶需求增加所致
2020/91.452.2893.489.5960.254.030.53LED光源條客戶需求增加所致
2020/81.4223.094.68.1355.473.820.55LED光源條客戶需求增加所致
2020/71.16-6.9878.956.7149.123.490.61LED光源條客戶需求增加所致
2020/61.2414.16103.115.5644.123.590.46LED光源條客戶需求增加所致
2020/51.09-13.6753.254.3132.993.170.53主因LED光源條客戶需求增加所致
2020/41.2653.6698.653.2227.32.750.61主因LED光源條客戶需求增加所致
2020/30.8223.1815.721.963.431.960.74-
2020/20.6739.9748.521.14-3.891.740.83-
2020/10.48-20.74-35.670.48-35.671.910.76-
2019/120.6-27.59-31.868.26-21.030.0N/A-
2019/110.83-1.55-8.217.66-20.030.0N/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)382.7-0.380-0.34016.37-15.588.90-13.76-1.000-0.880-0.160-0.170-0.140
2022 (9)375.710.58-36.260.32-71.6819.391.3110.320.981.05-53.951.11-33.930.2-54.550.3-9.090.21-34.38
2021 (8)3512.90.91116.671.1371.2119.1430.2910.22-23.962.28-6.561.6888.760.4422.220.3337.50.32146.15
2020 (7)310.00.4200.66014.6978.0613.4433.332.4400.8900.3600.2400.130
2019 (6)313.33-2.120-1.3208.25-21.1310.08-50.17-5.640-7.890-0.470-0.610-0.650
2018 (5)3011.110.66-29.790.61-29.8910.461.6520.2315.732.87-17.051.86-25.30.3-16.670.26-10.340.19-26.92
2017 (4)2722.730.94-88.130.87314.2910.2915.4917.48-9.713.46105.952.49-87.120.36140.00.29-83.80.26-84.88
2016 (3)22-83.827.9200.2108.914.9519.3626.781.68019.3300.1501.7901.720
2015 (2)1360.0-0.350-2.1808.49-46.515.270-9.510-5.630-0.810-0.450-0.480
2014 (1)1360.0-6.430-16.29015.87-45.05-12.360-38.990-55.210-6.190-8.750-8.750

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