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)720.00.00.38111.11-26.920.1066.671100.00.22237.5-76.66.38-16.49-19.559.8927.1256.741.3094.03493.944.27154.17-9.730.0860.0366.670.27107.69-28.954.42132.63-3.914.27154.17-9.73-0.19132.0390.84
24Q2 (19)720.00.00.18152.9480.00.06115.050.0-0.1652.94-138.17.6416.11-2.687.7894.51.430.67115.33-5.631.68145.6586.670.05117.24-16.670.13154.1785.711.90152.9255.741.68145.6586.676.58-823.53-178.22
24Q1 (18)720.00.0-0.34-1800.0-206.25-0.40-471.43-242.86-0.34-135.79-206.256.58-2.95-40.134.00-38.46-44.75-4.37-965.85-282.85-3.68-2144.44-276.08-0.29-866.67-211.54-0.24-2500.0-204.35-3.59-880.43-235.47-3.68-2144.44-276.08-8.72-948.08-535.72
23Q4 (17)720.00.00.02-96.15-95.35-0.07-600.0-117.950.951.06-58.876.78-14.5-36.286.503.01-26.22-0.41-24.24-111.920.18-96.19-93.81-0.030.0-108.110.01-97.37-96.770.46-90.0-87.60.18-96.19-93.81-6.74161.93-362.50
23Q3 (16)720.00.00.52420.0-29.73-0.01-125.0-102.780.94123.81-50.07.931.02-36.466.31-17.73-17.41-0.33-146.48-112.044.73425.5610.77-0.03-150.0-108.820.38442.86-28.34.60277.05-5.744.73425.5610.77-13.78175.62-105.35
23Q2 (15)720.00.00.10-68.75-82.140.04-85.71-92.860.4231.25-63.167.85-28.57-27.317.675.94-21.170.71-70.29-84.530.90-56.94-75.740.06-76.92-88.00.07-69.57-82.51.22-53.96-73.540.90-56.94-75.74-12.64-47.16-56.96
23Q1 (14)720.00.00.32-25.58-45.760.28-28.21-50.880.32-86.15-45.7610.993.29-9.477.24-17.82-19.472.39-30.52-42.822.09-28.18-40.110.26-29.73-49.020.23-25.81-45.242.65-28.57-37.652.09-28.18-40.11-5.72-33.73-9.94
22Q4 (13)720.00.00.43-41.8913.160.398.3321.882.3122.87-2.1210.64-14.743.88.8115.3110.43.4425.5537.62.91-31.857.780.378.8242.310.31-41.5110.713.71-23.9823.672.91-31.857.780.41-4.88-13.69
22Q3 (12)720.00.00.7432.14-17.780.36-35.71-36.841.8864.91-5.0512.4815.5611.737.64-21.48-18.92.74-40.31-37.594.2715.09-26.880.34-32.0-30.610.5332.5-18.464.885.86-25.54.2715.09-26.882.2613.53-18.73
22Q2 (11)720.00.00.56-5.08-15.150.56-1.75-3.451.1493.225.5610.8-11.041.039.738.23-2.014.599.812.913.716.3-16.440.5-1.964.170.4-4.76-14.894.618.47-5.923.716.3-16.443.7025.0938.19
22Q1 (10)720.00.00.5955.2640.480.5778.1235.710.59-75.040.4812.1418.4424.268.9912.66-5.374.1867.213.283.4929.2612.940.5196.1541.670.4250.040.04.2541.6714.863.4929.2612.945.10-1.2617.13
21Q4 (9)720.00.00.38-57.78111.110.32-43.8677.782.3619.1984.3710.25-8.2410.337.98-15.296.262.50-43.0543.682.70-53.7788.810.26-46.9462.50.28-56.92115.383.00-54.275.442.70-53.7788.81-1.88-10.71-22.79
21Q3 (8)720.00.00.9036.36119.510.57-1.72119.231.9883.3381.6511.174.4910.819.42-5.1421.554.39-1.5765.045.8431.5399.320.492.0881.480.6538.3116.676.5533.6772.825.8431.5399.326.9646.7518.19
21Q2 (7)720.01.410.6657.1453.490.5838.138.11.08157.1458.8210.699.422.699.934.5314.274.4620.8730.794.4443.6950.510.4833.3337.140.4756.6751.614.9032.4340.44.4443.6950.517.2995.2485.72
21Q1 (6)720.00.00.42133.3361.540.42133.3375.00.42-67.1961.549.775.1735.699.5026.52.373.69112.0734.673.09116.0818.850.36125.080.00.3130.7757.893.70116.3725.423.09116.0818.85-1.3338.6251.28
20Q4 (5)720.00.00.18-56.120.00.18-30.7728.571.2817.4331.969.29-7.8411.397.51-3.1-9.411.74-34.59-2.791.43-51.197.520.16-40.746.670.13-56.6718.181.71-54.88-11.41.43-51.197.52--0.00
20Q3 (4)721.410.00.41-4.650.00.26-38.10.01.0960.290.010.08-3.170.07.75-10.820.02.66-21.990.02.93-0.680.00.27-22.860.00.3-3.230.03.798.60.02.93-0.680.0--0.00
20Q2 (3)71-1.390.00.4365.380.00.4275.00.00.68161.540.010.4144.580.08.69-6.360.03.4124.450.02.9513.460.00.3575.00.00.3163.160.03.4918.310.02.9513.460.0--0.00
20Q1 (2)720.00.00.2673.330.00.2471.430.00.26-73.20.07.2-13.670.09.2811.940.02.7453.070.02.6095.490.00.233.330.00.1972.730.02.9552.850.02.6095.490.0--0.00
19Q4 (1)720.00.00.150.00.00.140.00.00.970.00.08.340.00.08.290.00.01.790.00.01.330.00.00.150.00.00.110.00.01.930.00.01.330.00.0--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)
2024/111.942.3-18.5324.42-22.375.99N/A-
2024/101.89-12.39-18.4222.49-22.685.97N/A-
2024/92.1612.67-15.6420.59-23.056.380.97-
2024/81.92-16.84-26.6918.44-23.836.70.92-
2024/72.3-7.01-16.4116.52-23.487.340.84-
2024/62.48-3.12-3.1814.21-24.527.641.02-
2024/52.56-1.71-10.0311.74-27.887.61.02-
2024/42.66.786.529.18-31.656.761.15-
2024/32.4441.63-38.546.58-40.156.581.43-
2024/21.72-28.82-46.814.14-41.056.221.51-
2024/12.4215.96-36.132.42-36.136.881.37-
2023/122.08-12.23-39.533.54-27.186.781.7-
2023/112.382.45-27.5831.46-26.187.251.59-
2023/102.32-9.4-40.6829.08-26.077.491.54-
2023/92.56-2.09-44.3826.76-24.457.931.54-
2023/82.61-5.17-30.9624.2-21.487.931.54-
2023/72.767.7-32.6821.59-20.158.161.5-
2023/62.56-9.97-29.2918.83-17.917.851.48-
2023/52.8416.36-14.6916.27-15.789.251.26-
2023/42.44-38.38-36.5513.43-16.019.651.21-
2023/33.9722.56-23.0810.99-9.4910.990.99-
2023/23.24-14.52-3.67.020.5310.471.04-
2023/13.799.854.353.794.3510.511.04-
2022/123.455.05-5.3446.0710.0310.640.72-
2022/113.28-16.083.3742.6211.4911.790.65-
2022/103.91-15.0413.939.3412.2312.30.62-
2022/94.621.5326.9235.4312.0412.480.66-
2022/83.79-7.54-1.8330.8310.1211.50.72-
2022/74.113.1411.1927.0412.0311.050.74-
2022/63.628.5911.6922.9512.1810.80.52-
2022/53.33-13.45-11.6919.3312.2712.340.45-
2022/43.85-25.34.9315.9919.012.360.45-
2022/35.1653.653.712.1424.2912.140.37因部分客戶需求轉強及受香港疫情影響,部分客戶提前交貨。
2022/23.36-7.4737.016.988.9110.630.42-
2022/13.63-0.35-8.463.63-8.4610.440.43-
2021/123.6414.7313.4641.8713.1910.250.47-
2021/113.17-7.54-0.6538.2313.1710.230.47-
2021/103.43-5.3318.8335.0514.6110.910.44-
2021/93.63-6.0-2.5831.6214.1711.170.41-
2021/83.864.7228.9727.9916.7710.780.43-
2021/73.6813.649.2224.1415.0310.70.43-
2021/63.24-14.14-12.320.4516.1510.690.39-
2021/53.772.8517.4317.2123.7110.80.39-
2021/43.679.415.0213.4425.69.470.44-
2021/33.3536.9229.679.7735.589.770.34-
2021/22.45-38.18-4.066.4138.889.620.34-
2021/13.9623.592.033.9692.0310.370.32去年同期逢農曆過年,實際工作天數相對較少,另中國受疫情影響,各地復工狀況緩慢,故與去年同期營收比較相對成長。
2020/123.210.4516.1936.9817.429.290.3-
2020/113.1910.619.3733.7817.539.80.29-
2020/102.89-22.4-0.5830.5817.349.60.29-
2020/93.7224.4419.227.6919.5910.080.25-
2020/82.99-11.316.1523.9719.6610.060.25-
2020/73.37-8.7516.6420.9821.8710.280.25-
2020/63.714.9651.0517.6122.9210.410.23與連結顯示晶片相關的週邊解決方案,需求強勁,故營收較去年同期增加。
2020/53.21-8.0117.3913.9117.139.30.25-
2020/43.4935.0942.1610.717.058.640.27-
2020/32.591.312.037.27.817.20.4-
2020/22.5523.7351.034.625.597.380.392020年02月客戶依原始需求拉貨,但因2019年同期為農曆過年比較基期較低,故成長超過50%。
2020/12.06-25.26-23.052.06-23.050.0N/A-
2019/122.763.211.7731.52.40.0N/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)720.00.95-58.330.24-87.333.54-27.26.97-20.430.79-78.762.05-43.370.26-84.80.78-61.390.69-58.68
2022 (9)720.02.28-2.561.890.046.0710.038.76-4.993.72-1.593.62-11.061.718.232.025.211.67-1.76
2021 (8)720.02.3485.711.8971.8241.8713.229.2211.763.7842.644.0763.451.5861.221.9271.431.784.78
2020 (7)720.01.2632.631.1059.4236.9817.48.25-12.052.6528.642.4912.160.9850.771.1231.760.9231.43
2019 (6)720.00.95-1.040.69-15.8531.52.419.381.632.0611.352.22-3.060.6514.040.8525.00.70.0
2018 (5)720.00.96190.910.82645.4530.7613.89.2311.341.85640.02.29157.30.57714.290.68209.090.7191.67
2017 (4)720.00.33-5.710.11-38.8927.0314.588.29-7.990.25-30.560.89-18.350.07-12.50.220.00.24-7.69
2016 (3)72-1.370.356.060.1828.5723.595.419.01-12.780.36-20.01.091.870.08-20.00.22-8.330.268.33
2015 (2)73-1.350.33-46.770.14-67.4422.38-4.9310.33-5.660.45-63.711.07-44.560.1-65.520.24-45.450.24-47.83
2014 (1)740.00.62244.440.43023.549.0310.9501.2401.9300.2900.44300.00.46253.85

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