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)750.02.740.61-47.41-76.080.64-28.09-70.233.7119.29-50.9913.145.126.1422.32-20.26-39.274.58-46.05-71.943.44-49.41-77.10.6-43.4-70.30.46-47.13-75.44.42-56.06-75.983.44-49.41-77.11.66-43.96-38.91
24Q2 (19)750.05.631.16-40.51-51.260.89-49.72-59.363.1159.49-38.0512.5-1.81-22.8927.99-9.15-1.968.49-25.92-41.976.80-36.63-34.991.06-27.4-55.270.87-40.82-48.8210.06-19.9-32.936.80-36.63-34.99-4.88-0.617.09
24Q1 (18)752.745.631.9539.29-26.141.7763.89-30.041.95-78.07-26.1412.73-7.95-18.8130.8137.2411.8711.4653.0-20.4710.7343.64-10.811.4640.38-35.41.4744.12-22.2212.5639.71-12.5310.7343.64-10.811.88-2.917.06
23Q4 (17)730.02.821.40-45.1-15.151.08-49.77-36.098.8917.44-5.5313.8311.71-5.9822.45-38.91-11.657.49-54.11-41.127.47-50.27-5.81.04-48.51-44.391.02-45.45-12.828.99-51.14-25.337.47-50.27-5.8-5.96-18.98-25.80
23Q3 (16)732.822.822.557.14-20.312.15-1.83-20.077.5750.8-2.5712.38-23.63-22.8236.7528.7223.2416.3211.55-4.6215.0243.595.482.02-14.77-26.281.8710.0-17.9818.4022.67-1.7115.0243.595.48-10.12-1.35-7.63
23Q2 (15)710.00.02.38-9.850.852.19-13.447.355.0290.159.8516.213.3812.0228.553.675.5114.631.538.9410.46-13.05-9.832.374.8722.161.7-10.051.1915.004.463.5210.46-13.05-9.834.9825.0718.13
23Q1 (14)710.01.432.6460.019.462.5349.734.572.64-71.9419.4615.686.5926.4527.548.38-14.114.4113.29-4.712.0351.7-2.832.2620.8620.861.8961.5422.7314.3619.27-11.1912.0351.7-2.83-0.855.786.27
22Q4 (13)710.010.941.65-48.44-43.31.69-37.17-31.859.4121.11-7.2914.71-8.2915.4625.41-14.79-24.9812.72-25.66-29.497.93-44.31-45.871.87-31.75-18.71.17-48.68-37.4312.04-35.68-33.637.93-44.31-45.871.28-6.42-2.66
22Q3 (12)710.09.233.2035.5912.282.6931.8613.987.7770.024.4416.0410.8515.7329.8210.2-9.0917.1127.41.614.2422.765.952.7441.2417.62.2835.7122.5818.7229.196.9114.2422.765.9513.7721.1920.18
22Q2 (11)711.4314.522.366.79-7.812.048.51-5.124.57106.790.014.4716.6918.6127.06-15.6-13.9313.43-11.18-22.1911.60-6.3-10.361.943.74-8.061.689.096.3314.49-10.39-14.8611.60-6.3-10.367.01-8.63-7.84
22Q1 (10)709.3816.672.21-24.0510.51.88-24.1920.512.21-78.2310.512.4-2.6720.7432.06-5.34-0.415.12-16.193.6312.38-15.495.01.87-18.724.671.54-17.6527.2716.17-10.867.6612.38-15.495.0-5.38-10.97-9.55
21Q4 (9)64-1.546.672.912.1123.312.485.0831.9110.1536.4259.8412.74-8.0828.5633.873.267.6918.047.13-6.8714.659.02.812.3-1.2919.791.870.5432.6218.143.6-6.1114.659.02.812.766.727.42
21Q3 (8)654.848.332.8511.33103.572.369.77129.137.4462.886.013.8613.6154.5232.804.3313.5316.84-2.4338.2613.443.8644.212.3310.43113.761.8617.72121.4317.512.8834.6913.443.8644.2116.2019.6623.80
21Q2 (7)623.333.332.5628.026.112.1537.8230.34.57128.575.7712.218.7941.731.44-2.33-11.6617.2618.3-5.1612.949.75-7.92.1140.6734.391.5830.5830.5817.0213.32-4.5412.949.75-7.911.216.3810.40
21Q1 (6)600.01.692.00-15.25250.881.56-17.02300.02.00-68.5250.8810.273.6358.7332.192.3516.4214.59-24.68141.5611.79-17.26127.171.5-21.88284.621.21-14.18255.8815.02-22.26118.3111.79-17.26127.177.0526.6632.75
20Q4 (5)600.03.452.3668.5723700.01.8882.5218700.06.3558.75442.749.9110.4887.3331.458.8629.8519.3759.03592.8814.2552.913054.551.9276.151014.291.4167.8614200.019.3248.62539.0914.2552.913054.55--0.00
20Q3 (4)600.00.01.40-31.030.01.03-37.580.04.0053.850.08.974.180.028.89-18.830.012.18-33.080.09.32-33.670.01.09-30.570.00.84-30.580.013.00-27.090.09.32-33.670.0--0.00
20Q2 (3)601.690.02.03256.140.01.65323.080.02.60356.140.08.6133.080.035.5928.720.018.20201.320.014.05170.710.01.57302.560.01.21255.880.017.83159.160.014.05170.710.0--0.00
20Q1 (2)591.720.00.575800.00.00.393800.00.00.57-51.280.06.4722.310.027.6514.160.06.04253.690.05.194818.180.00.39285.710.00.343500.00.06.88256.360.05.194818.180.0--0.00
19Q4 (1)580.00.0-0.010.00.00.010.00.01.170.00.05.290.00.024.220.00.0-3.930.00.0-0.110.00.0-0.210.00.0-0.010.00.0-4.400.00.0-0.110.00.0--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)
2024/114.416.1-4.7846.95-11.6613.31N/A-
2024/104.16-12.21-1.7442.53-12.3213.03N/A-
2024/94.7414.756.538.37-13.3313.140.97-
2024/84.13-3.31-1.8333.63-15.5512.571.02-
2024/74.272.5514.7629.5-17.1712.441.03-
2024/64.174.08-22.1725.23-20.912.51.0-
2024/54.0-7.55-21.921.06-20.6413.080.96-
2024/44.33-8.78-24.5117.06-20.3412.790.98-
2024/34.7527.62-7.5112.73-18.8112.731.08-
2024/23.72-12.89-28.927.99-24.3112.941.06-
2024/14.27-13.87-19.784.27-19.7813.860.99-
2023/124.966.91-7.6258.10.8413.831.06-
2023/114.649.48-1.0653.151.7113.321.1-
2023/104.23-4.84-9.1748.511.9812.891.14-
2023/94.455.76-22.7444.283.1912.381.53-
2023/84.2113.02-23.1639.837.2213.281.43-
2023/73.72-30.44-22.4735.6212.4714.21.34-
2023/65.354.44-5.5631.918.7216.211.23-
2023/55.12-10.6410.4626.5425.2115.991.25-
2023/45.7311.7537.6921.4229.3416.11.24-
2023/35.13-1.9111.5215.6826.5315.681.47-
2023/25.23-1.752.0310.5535.415.921.44本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本年出貨交機量較去年同期為多,致本年營收較去年同期增加比重較多。
2023/15.32-0.8122.255.3222.2515.371.5-
2022/125.3714.5124.857.6217.4514.711.57-
2022/114.690.512.9552.2516.7415.111.52-
2022/104.66-19.058.7447.5717.1315.91.45-
2022/95.765.1824.4842.918.1216.041.46-
2022/85.4814.0430.1137.1417.1915.951.47-
2022/74.8-15.27-4.3431.6715.2115.111.55-
2022/65.6722.1715.8326.8719.5914.471.52-
2022/54.6411.3821.9121.220.6313.41.64-
2022/44.16-9.4819.0516.5620.2812.211.8-
2022/34.633.7110.012.420.712.41.42-
2022/23.44-20.9530.117.7928.0512.091.46-
2022/14.351.2426.484.3526.4812.81.38-
2021/124.33.6432.849.0644.4912.741.12-
2021/114.15-3.2415.2444.7645.7213.061.09-
2021/104.29-7.3339.6440.6149.7713.121.09-
2021/94.639.9426.2736.3251.0613.860.96本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本年出貨交機量較去年同期為多,致本年營收較去年同期增加比重較多。
2021/84.21-16.1641.4931.6955.5214.120.94本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本年出貨交機量較去年同期為多,致本年營收較去年同期增加比重較多。
2021/75.022.59115.4827.4857.9213.720.97本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2021/64.8928.5986.6422.4749.0312.21.1本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2021/53.88.7627.7317.5741.1111.491.17-
2021/43.5-16.3616.4113.7745.3110.331.3-
2021/34.1858.1531.1810.2758.7410.271.24本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本年出貨交機量較去年同期為多,致本年營收較去年同期增加比重較多。
2021/22.64-23.1576.16.0985.539.321.37本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2021/13.446.393.53.4493.510.281.24本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2020/123.24-10.0638.4733.9514.359.911.06-
2020/113.617.2492.1830.7112.2910.331.02本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2020/103.07-16.21177.5427.116.429.711.09本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2020/93.6623.1989.1824.04-1.348.970.97本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2020/82.9727.6763.1420.38-9.167.931.1本公司機台依客戶需求客製化生產,因應客戶訂單需求與交期,本月出貨交機量較去年同期為多,致本月營收較去年同期增加比重較多。
2020/72.33-11.13-38.8617.4-15.557.931.1-
2020/62.62-11.99-31.915.07-10.278.610.89-
2020/52.98-0.8713.3812.45-3.849.170.84-
2020/43.01-5.7527.119.47-8.227.71.0-
2020/33.19112.3115.956.47-18.726.471.02-
2020/21.5-15.56-40.593.28-37.025.621.18-
2020/11.78-23.92-33.651.78-33.650.0N/A-
2019/122.3424.82-14.4429.69-20.90.0N/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)732.828.57-7.657.95-4.3358.10.8328.570.3213.23-9.6311.14-3.637.69-8.788.2-7.556.48-2.85
2022 (9)7110.949.28-2.328.31-2.5857.6217.4528.48-12.6614.64-12.8111.56-12.958.432.438.876.236.672.3
2021 (8)646.679.5062.398.5373.0249.0644.5132.614.8616.7914.7613.2818.898.2365.598.3565.026.5272.03
2020 (7)603.455.85446.734.93413.5433.9514.3931.1022.114.63661.9811.17387.774.97771.935.06854.723.79457.35
2019 (6)581.751.07-73.450.96-68.1129.68-20.9225.474.261.92-71.212.29-63.00.57-77.20.53-79.380.68-70.69
2018 (5)5711.764.03-32.613.01-24.5637.5314.3924.43-12.846.67-42.156.19-33.442.5-33.862.57-33.252.32-23.93
2017 (4)5110.875.98146.093.99141.8232.8153.6828.03-1.9211.5344.679.3076.473.78122.353.85140.623.05169.91
2016 (3)460.02.43-55.081.65-52.7221.35-10.3728.58-18.677.97-41.355.27-50.091.7-47.531.6-49.041.13-55.16
2015 (2)464.555.415.463.4924.223.8213.1635.140.3113.597.4310.56-2.133.2421.83.1411.352.5211.01
2014 (1)440.05.1314.252.8111.5121.0518.6635.03012.65010.7902.6610.372.8212.352.2714.07

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