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(%)
24Q1 (20)1994.7411.80.24900.01100.00.090.0125.00.24380.01100.013.8724.2830.1114.67-7.44-0.610.48-71.262500.03.43786.0779.490.07-63.1600.48900.01100.02.71852.78832.433.43786.0779.4912.05350.0084.61
23Q4 (19)190-3.067.95-0.03-200.076.920.09169.23250.00.05-37.5-44.4411.16-0.1817.9715.8516.12-6.431.67167.89156.8-0.50-213.6480.00.19167.86167.86-0.06-220.075.0-0.36-228.5791.59-0.50-213.6480.04.45-112.50102.11
23Q3 (18)1964.2611.360.03-25.0-81.25-0.1335.023.530.0833.33-65.2211.189.0720.3413.6520.16-20.5-2.4645.5816.040.44-33.33-85.48-0.2839.13-3.70.05-28.57-82.140.28460.0-92.570.44-33.33-85.482.6137.50-282.50
23Q2 (17)1885.626.820.04100.0300.0-0.20-600.0-42.860.06200.0-14.2910.25-3.850.211.36-23.04-23.81-4.52-22500.0-26.610.6669.23450.0-0.460-24.320.0775.0600.00.05113.51106.940.6669.23450.04.42107.69-216.67
23Q1 (16)1781.141.140.02115.38-66.670.04166.67121.050.02-77.78-66.6710.6612.6814.9914.76-12.870.68-0.0299.3299.490.39115.6-66.670100.0100.00.04116.67-63.64-0.3791.36-127.210.39115.6-66.677.25-32.94115.69
22Q4 (15)1760.00.0-0.13-181.25-1200.0-0.0664.71-200.00.09-60.8750.09.461.838.6116.94-1.34-11.63-2.94-0.34-712.5-2.50-182.51-1288.89-0.28-3.7-800.0-0.24-185.71-1100.0-4.28-213.53-268.97-2.50-182.51-1288.89-3.68659.3821.64
22Q3 (14)1760.00.00.161500.0500.0-0.17-21.43-1600.00.23228.57228.579.29-9.191.6417.1715.16-1.38-2.9317.93-551.113.032425.0545.59-0.2727.03-575.00.282700.0566.673.77623.61514.293.032425.0545.590.58708.342.45
22Q2 (13)1760.00.00.01-83.33111.11-0.1426.32-275.00.0716.67-30.010.2310.3620.9214.911.71-21.19-3.579.62-501.120.12-89.74106.19-0.370.0-562.50.01-90.91106.25-0.72-152.9474.470.12-89.74106.198.39308.33-195.18
22Q1 (12)1760.00.00.06700.0-70.0-0.19-416.67-200.00.060.0-70.09.276.43-5.7914.66-23.53-33.79-3.95-922.92-179.161.17750.0-66.67-0.37-1025.0-175.510.11650.0-68.571.36217.24-71.841.17750.0-66.670.86387.50141.66
21Q4 (11)1760.03.53-0.0175.0-106.250.06700.0-77.780.06-14.29-92.948.71-4.7-22.9219.1710.11-0.930.48206.67-90.14-0.1873.53-107.690.04200.0-92.73-0.0266.67-107.41-1.16-27.47-144.27-0.1873.53-107.691.6765.28293.75
21Q3 (10)1760.07.32-0.0455.56-112.12-0.01-112.5-102.70.07-30.0-90.09.148.04-20.8717.41-7.98-19.14-0.45-150.56-105.75-0.6864.95-114.53-0.04-150.0-104.44-0.0662.5-111.11-0.9167.73-114.77-0.6864.95-114.53-2.99-44.72-85.19
21Q2 (9)1760.010.69-0.09-145.0-280.00.08-57.89233.330.10-50.0-72.978.46-14.0252.1618.92-14.54-3.470.89-82.16124.38-1.94-155.27-235.660.08-83.67140.0-0.16-145.71-300.0-2.82-158.39-1075.0-1.94-155.27-235.66-13.47-60.00-43.76
21Q1 (8)1763.532.920.2025.0-37.50.19-29.63-13.640.20-76.47-37.59.84-12.925.2422.1414.420.414.992.46-26.43.5150.0-40.410.49-10.91-22.220.3529.63-36.364.8384.35-39.093.5150.0-40.41-7.54-13.26-28.33
20Q4 (7)1703.66-0.580.16-51.52-40.740.27-27.03-38.640.8521.43-29.7511.3-2.16-1.4819.35-10.13-0.824.87-37.8-30.732.34-50.0-41.790.55-38.89-32.10.27-50.0-41.32.62-57.47-22.492.34-50.0-41.7952.79254.24344.82
20Q3 (6)1643.14-4.090.33560.0-10.810.37716.6760.870.7089.19-25.5311.55107.737.6421.539.850.847.83314.5224.094.68227.27-21.210.9550.032.350.54575.0-15.626.162666.67-22.614.68227.27-21.2133.60237.81294.70
20Q2 (5)159-7.02-7.020.05-84.38-83.33-0.06-127.27-130.00.3715.62-33.935.56-40.53-48.3319.60-11.119.31-3.65-153.83-177.331.43-75.72-69.7-0.2-131.75-139.220.08-85.45-84.31-0.24-103.03-104.191.43-75.72-69.7--0.00
20Q1 (4)1710.00.00.3218.520.00.22-50.00.00.32-73.550.09.35-18.480.022.0513.020.06.78-3.560.05.8946.520.00.63-22.220.00.5519.570.07.93134.620.05.8946.520.0--0.00
19Q4 (3)1710.00.00.27-27.030.00.4491.30.01.2128.720.011.476.90.019.51-8.620.07.0311.410.04.02-32.320.00.8119.120.00.46-28.120.03.38-57.540.04.02-32.320.0--0.00
19Q3 (2)1710.00.00.3723.330.00.2315.00.00.9467.860.010.73-0.280.021.3519.070.06.3133.690.05.9425.850.00.6833.330.00.6425.490.07.9638.920.05.9425.850.0--0.00
19Q2 (1)1710.00.00.300.00.00.200.00.00.560.00.010.760.00.017.930.00.04.720.00.04.720.00.00.510.00.00.510.00.05.730.00.04.720.00.0--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)
2024/55.0213.435.4623.3133.5314.93N/A-
2024/44.42-19.442.8918.2933.0113.77N/A-
2024/35.4942.3732.1613.8730.1413.871.57-
2024/23.85-14.8927.328.3828.8511.871.83-
2024/14.5330.0830.184.5330.1811.811.84-
2023/123.48-8.457.6843.2513.0611.161.83本月營收較去年同期增加,主要係新專案訂單量產出貨所致。
2023/113.8-2.074.5439.7710.3311.791.73-
2023/103.88-5.557.2235.9710.9811.831.73-
2023/94.117.1919.8632.0911.4511.181.52-
2023/83.8318.5214.1527.9810.3210.521.62-
2023/73.23-6.3129.1524.149.7310.391.64-
2023/63.45-6.75-12.5520.917.2410.251.45-
2023/53.719.6216.6317.4612.2610.951.36-
2023/43.1-25.45-0.313.7511.1410.281.45-
2023/34.1537.1540.1210.6614.9810.661.4-
2023/23.03-12.9819.766.513.168.711.71-
2023/13.4857.56-7.933.48-7.939.321.6-
2022/122.21-39.27-16.2138.255.849.461.64-
2022/113.640.4314.936.057.5810.691.45-
2022/103.625.5824.4532.416.8210.411.49-
2022/93.432.092.6428.794.959.291.56-
2022/83.3634.099.3325.365.279.811.48-
2022/72.5-36.56-8.0622.04.679.631.51-
2022/63.9524.3646.3219.56.5710.231.51-
2022/53.172.2510.1115.55-0.39.241.67-
2022/43.14.777.8612.38-2.668.61.8-
2022/32.9617.22-19.839.27-5.749.271.81-
2022/22.53-33.1-12.986.312.748.941.87-
2022/13.7843.416.863.7816.869.581.75-
2021/122.64-16.71-20.5336.14-4.38.711.94-
2021/113.168.78-20.7533.51-2.749.411.8-
2021/102.91-12.92-27.1830.34-0.389.321.81-
2021/93.348.75-12.527.433.669.141.64-
2021/83.0712.75-24.7124.096.388.491.76-
2021/72.720.96-25.3621.0213.228.311.8-
2021/62.7-6.4-25.218.322.668.461.68-
2021/52.880.15133.8815.637.939.461.5本公司去年同期營收減少,主要係因新冠狀肺炎疫情之影響,北美客戶暫時關閉其工廠,致使出貨遞延所致。
2021/42.88-22.13298.612.7126.29.481.5本公司去年同期營收減少,主要係因新冠狀肺炎疫情之影響,北美客戶暫時關閉其工廠,致使出貨遞延所致。
2021/33.727.2520.439.845.169.841.23-
2021/22.9-10.16-5.316.14-2.299.451.28-
2021/13.23-2.480.593.230.5910.541.15-
2020/123.32-16.95-9.2537.77-12.211.30.98-
2020/113.99-0.0414.8834.45-12.4711.810.94-
2020/103.994.63-7.9630.46-15.1211.890.94-
2020/93.82-6.42-2.4826.46-16.1111.550.92-
2020/84.0811.778.9522.64-18.0411.340.94-
2020/73.651.1818.718.56-22.288.491.25-
2020/63.61192.65-3.9614.91-28.335.562.16-
2020/51.2370.7-64.0111.31-33.75.022.39本公司本月營收減少,主要係因新冠狀肺炎疫情之影響,北美客戶暫時關閉其工廠,致使出貨遞延所致。
2020/40.72-76.47-79.8110.07-26.086.861.75本公司本月營收減少,主要係因新冠狀肺炎疫情之影響,北美客戶暫時關閉其工廠,致使出貨遞延所致。
2020/33.070.04-16.099.35-6.979.351.36-
2020/23.07-4.55-7.156.28-1.759.941.28-
2020/13.21-12.034.013.214.0110.341.23-
2019/123.655.1453.0743.0226.9711.471.0增加原因主要為北美車燈及號誌燈市場比預期高
2019/113.48-19.9224.1839.3624.9911.730.98-
2019/104.3410.8625.4535.8925.0712.00.96-
2019/93.924.5530.6531.5525.0210.731.08-
2019/83.7421.7822.927.6324.2610.581.09-
2019/73.07-18.1418.0123.8924.480.0N/A-
2019/63.769.6544.8520.8125.50.0N/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)1907.950.05-44.44-0.21043.2513.0713.95-12.26-1.2800.24-44.19-0.550-0.0400.1-41.18
2022 (9)1760.00.0950.0-0.56038.255.8415.90-18.38-3.3500.4348.28-1.280000.1770.0
2021 (8)1763.530.06-92.310.31-61.2536.14-4.3219.48-5.981.57-68.540.29-92.370.57-69.840.05-97.130.1-93.06
2020 (7)170-0.580.78-35.00.80-26.6137.77-12.220.725.984.99-15.993.80-20.671.89-25.881.74-28.691.44-30.1
2019 (6)1714.271.2033.331.0984.7543.0226.9819.55-1.865.9417.624.799.362.5549.122.4421.392.0639.19
2018 (5)1649.330.9091.490.5996.6733.8828.5319.929.035.0572.954.3863.431.71122.082.01128.411.48108.45
2017 (4)150-1.320.47-30.880.30-36.1726.366.6818.27-12.292.92-46.032.68-35.890.77-42.540.88-38.460.71-31.07
2016 (3)15213.430.6861.90.4795.8324.71-3.6620.8319.165.41127.314.1890.01.34119.671.43101.411.0380.7
2015 (2)1343.880.42500.00.24500.025.6527.5517.48-10.52.38183.332.20400.00.61258.820.71273.680.57533.33
2014 (1)1290.00.07-80.00.04-82.6120.1117.0519.5300.8400.4400.17-72.580.19-70.310.09-80.43

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