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)1490.04.931.15-36.46-44.441.6634.9644.354.7032.3911.1119.89.2110.4327.370.4-6.4314.0710.0110.098.57-41.9-47.682.7920.2621.831.71-36.43-41.8410.18-41.99-48.118.57-41.9-47.686.74-16.2265.10
24Q2 (19)1490.06.431.814.0214.561.2395.2459.743.55104.0265.1218.134.2613.8827.26-6.87-0.5112.79-9.7429.7214.75-0.476.732.32-5.6947.772.693.8621.1717.55-25.795.5314.75-0.476.731.2856.8315.93
24Q1 (18)1494.26.431.74109.64205.260.63-63.37-4.551.74-65.27205.2617.39-1.719.9329.27-3.0820.914.17-7.7592.0114.82123.19170.442.46-9.56129.912.59117.65223.7523.65210.37290.9114.82123.19170.44-1.5224.87-6.90
23Q4 (17)1430.72.140.83-59.98400.01.7249.57207.145.0118.4418.7217.69-1.3417.3130.203.2532.1115.3620.19135.586.64-59.468400.02.7218.78177.551.19-59.5212000.07.62-61.16756.186.64-59.468400.05.65-14.4449.46
23Q3 (16)1421.431.432.0731.0123.951.1549.35130.04.2396.740.2417.9312.6310.8229.256.7521.8812.7829.6174.5916.3818.5213.512.2945.8692.442.9432.4326.1819.6217.9814.816.3818.5213.5111.21104.1033.01
23Q2 (15)1400.00.01.58177.192.60.7716.67-17.22.15277.19-16.0215.929.79-1.4927.4013.181.419.8633.6-10.6113.82152.193.681.5746.73-11.82.22177.53.2616.63174.885.7213.82152.193.682.972988.5917.27
23Q1 (14)1400.00.00.575800.0-44.120.6617.8611.860.57-86.49-44.1214.5-3.85-6.2124.215.91-2.547.3813.19-3.915.486950.0-40.761.079.18-10.080.88100.0-44.066.05579.78-46.085.486950.0-40.76-5.332849.7014.93
22Q4 (13)1400.00.0-0.01-100.6-101.010.5612.0-41.674.220.04.4615.08-6.8-8.122.86-4.75-7.36.52-10.93-25.14-0.08-100.55-100.940.98-17.65-31.47-0.01-100.43-100.720.89-94.79-89.48-0.08-100.55-100.94-3.34-46.08-17.12
22Q3 (12)1400.00.01.678.4446.490.50-46.24-49.494.2264.8438.3616.180.12-7.9124.00-11.18-7.837.32-33.64-32.0314.438.2558.051.19-33.15-37.042.338.3745.6217.098.6548.4814.438.2558.052.3329.715.70
22Q2 (11)1400.00.01.5450.9857.140.9357.63-13.892.56150.9834.7416.164.53-7.7627.028.787.3911.0343.62-1.8713.3344.1172.221.7849.58-9.642.1550.3555.815.7340.258.4113.3344.1172.22-0.6327.009.55
22Q1 (10)1400.00.01.023.0310.870.59-38.54-21.331.02-74.7510.8715.46-5.79-3.824.840.734.467.68-11.83-12.839.258.9519.661.19-16.78-15.61.432.8810.8511.2232.6214.029.258.9519.66-6.20-5.07-20.79
21Q4 (9)1400.00.00.99-13.1667.80.96-3.0315.664.0432.4655.9816.41-6.63.2124.66-5.3-6.488.71-19.13-8.998.49-7.0171.171.43-24.34-5.921.39-13.1267.478.46-26.521.28.49-7.0171.17-3.151.58-5.68
21Q3 (8)1400.00.721.1416.336.540.99-8.33-16.813.0560.5353.2717.570.294.9626.043.5-3.3810.77-4.18-20.529.1317.963.051.89-4.06-16.741.615.946.6711.5115.91-3.69.1317.963.054.6511.4217.84
21Q2 (7)1400.0-0.710.986.5268.971.0844.068.751.90106.52106.5217.529.0239.2725.165.8-4.4811.2427.5814.07.740.1319.441.9739.7258.871.386.9868.299.930.9113.17.740.1319.445.0431.2317.18
21Q1 (6)1400.00.00.9255.93170.590.75-9.64476.920.92-64.48170.5916.071.0780.7623.78-9.82-0.718.81-7.94160.657.7355.8544.491.41-7.24370.01.2955.42168.759.8440.9751.157.7355.8544.49-1.975.54-19.95
20Q4 (5)1400.72-4.110.59-44.86118.520.83-30.2550.912.5930.1593.2815.9-5.0239.8426.37-2.1511.369.57-29.3723.484.96-44.0241.311.52-33.0472.730.83-44.67107.56.98-41.5470.664.96-44.0241.31--0.00
20Q3 (4)139-1.420.01.0784.480.01.1985.940.01.99116.30.016.7433.070.026.952.320.013.5537.420.08.8636.730.02.2783.060.01.582.930.011.9435.990.08.8636.730.0--0.00
20Q2 (3)1410.710.00.5870.590.00.64392.310.00.92170.590.012.5841.510.026.349.980.09.86191.720.06.4821.120.01.24313.330.00.8270.830.08.7834.870.06.4821.120.0--0.00
20Q1 (2)140-4.110.00.3425.930.00.13-76.360.00.34-74.630.08.89-21.810.023.951.140.03.38-56.390.05.3552.420.00.3-65.910.00.4820.00.06.5159.170.05.3552.420.0--0.00
19Q4 (1)1460.00.00.270.00.00.550.00.01.340.00.011.370.00.023.680.00.07.750.00.03.510.00.00.880.00.00.40.00.04.090.00.03.510.00.0--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)
2024/116.425.172.167.8412.4919.97N/A-
2024/106.1-18.047.6661.4213.719.91N/A-
2024/97.4517.0314.555.3214.4119.80.53-
2024/86.366.176.1847.8714.418.180.58-
2024/75.992.9710.341.5115.7717.860.59-
2024/65.82-3.6711.9735.5116.7518.130.57-
2024/56.04-3.5719.4629.6917.7318.170.57-
2024/46.276.9510.6923.6517.317.080.6-
2024/35.8618.241.4617.3919.8817.390.58-
2024/24.95-24.615.5811.5332.0617.260.59-
2024/16.5714.5762.876.5762.8718.60.54本年營收較去年同期增加主要係因為客戶需求增加所致。
2023/125.74-8.7618.9766.045.0417.690.52-
2023/116.2910.8921.6160.33.8818.460.49-
2023/105.67-12.8311.5154.022.1518.170.5-
2023/96.58.5314.6448.351.1517.930.5-
2023/85.9910.2914.8941.84-0.6616.620.54-
2023/75.434.522.6835.85-2.8615.690.57-
2023/65.22.77-5.8730.42-3.7815.920.56-
2023/55.06-10.64-7.7925.22-3.3416.490.55-
2023/45.66-1.969.9320.16-2.1616.130.56-
2023/35.7723.04-0.0714.5-6.1914.50.67-
2023/24.6916.2912.288.73-9.8413.550.72-
2023/14.04-16.3-26.644.04-26.6414.030.7-
2022/124.82-6.74-19.5462.87-5.4215.080.68-
2022/115.171.68-2.2358.05-4.0215.930.64-
2022/105.08-10.37-0.8152.88-4.1915.970.64-
2022/95.678.76-7.0547.8-4.5416.180.72-
2022/85.22-1.42-13.6242.12-4.1916.030.72-
2022/75.29-4.18-2.6236.91-2.6916.30.71-
2022/65.520.67-2.9531.62-2.716.160.77-
2022/55.496.52-5.3726.09-2.6416.410.76-
2022/45.15-10.89-10.8120.61-1.8915.110.83-
2022/35.7838.266.315.461.4815.460.79-
2022/24.18-24.03-0.89.68-1.1915.670.78-
2022/15.5-8.2-1.485.5-1.4816.780.73-
2021/125.9913.3315.866.4826.6816.410.68-
2021/115.293.163.5560.4827.8716.520.67-
2021/105.13-16.026.4255.230.8217.270.65-
2021/96.11.076.4650.0733.9617.580.57-
2021/86.0411.1215.4443.9738.9417.160.58-
2021/75.43-4.510.0337.9343.616.920.59-
2021/65.69-1.8334.4732.4951.3217.260.52本年營收較去年同期增加主要係因為客戶需求增加所致。
2021/55.80.441.6726.855.4517.010.53主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/45.776.2135.6321.0159.7415.420.58市場需求大幅增加所致。
2021/35.4429.0146.3915.2371.2815.230.57去年第一季受疫情影響,今年因終端新科技應用與遠距商機帶動的強勁需求導致營收增加,故單月及全年累計營收較去年同期增加。
2021/24.21-24.5587.59.889.1214.970.58去年同期主要受疫情影響出貨狀況
2021/15.587.990.365.5890.3615.870.54因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/125.181.3436.5552.4724.0315.10.47-
2020/115.116.0234.7647.322.815.660.45-
2020/104.82-15.9826.9642.1921.4915.780.45-
2020/95.739.634.4637.3820.8215.90.42-
2020/85.235.9127.8231.6418.6414.40.46-
2020/74.9416.733.7126.4116.9813.260.5-
2020/64.233.4225.7321.4713.7112.580.46-
2020/54.09-3.8720.3317.2411.112.060.48-
2020/44.2614.6322.3413.158.5110.220.56-
2020/33.7165.2411.088.892.948.890.59-
2020/22.25-23.4-5.95.18-2.188.970.59-
2020/12.93-22.590.862.930.860.0N/A-
2019/123.790.0123.1442.35.80.0N/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)1432.144.9818.854.3065.3866.045.0427.9513.1111.5841.7410.7614.597.6548.838.3916.857.1520.98
2022 (9)1400.04.194.232.60-31.462.87-6.9624.71-0.928.17-17.729.3913.415.14-23.47.186.695.914.42
2021 (8)1400.04.0255.813.7936.8267.5721.4624.94-2.659.933.128.2827.986.7125.196.7339.055.6656.79
2020 (7)140-4.112.5893.982.77140.8755.6331.5125.6210.349.6371.666.4740.355.36126.164.8485.443.6185.13
2019 (6)14617.741.33-37.261.15042.35.823.229.175.61592.594.61-30.472.37640.622.61-33.421.95-26.42
2018 (5)12426.532.12146.51-0.63039.986.3921.27-6.050.81-84.026.63192.070.32-83.163.92126.592.65211.76
2017 (4)980.00.8648.280.68037.5821.2322.6411.755.07469.662.2719.471.9578.571.7396.590.8544.07
2016 (3)981.030.58-40.82-0.01031.0-8.8520.2610.410.8901.90-34.930.2800.88-35.290.59-40.4
2015 (2)973.190.98-6.67-0.87034.011.0118.35-12.45-2.6902.92-5.19-0.9101.3615.250.99-4.81
2014 (1)941.081.05101.92-0.28033.6720.0420.960-0.8303.080-0.2801.1876.121.04112.24

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