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)1060.00.00.08-90.48-93.65-1.13-665.0-194.960.11266.67-95.6513.6313.020.597.98-60.48-73.46-9.50-531.82-172.91-0.38-104.96-103.71-1.29-596.15-172.880.09-89.89-93.23-0.04-100.51-100.3-0.38-104.96-103.7121.7056.61-257.50
24Q2 (19)1060.00.00.84203.710.530.20150.0150.00.03103.7-97.6412.0630.380.8420.1929.091.872.20132.98-14.47.66176.9839.270.26141.94-16.130.89203.4911.257.84168.71-7.557.66176.9839.27-0.1926.05-160.72
24Q1 (18)1060.00.0-0.81-151.59-255.77-0.40-471.43-290.48-0.81-119.76-255.779.25-30.76-30.1915.64-40.46-8.22-6.67-241.61-747.57-9.95-171.02-274.26-0.62-198.41-542.86-0.86-151.81-256.36-11.41-164.68-426.0-9.95-171.02-274.26-16.08-63.50-288.65
23Q4 (17)1060.0-0.931.5724.6926.32-0.07-105.88-109.724.1062.06113.5413.36-1.4-17.0726.27-12.6491.614.71-63.85234.0414.0136.681021.710.63-64.41173.911.6624.81930.017.6430.47489.414.0136.681021.715.9445.20640.81
23Q3 (16)1060.0-0.931.2665.79-21.741.191387.570.02.5399.2120.4813.5513.29-16.0530.0751.72100.613.03407.0266.0110.2586.361.691.77470.97210.531.3366.25-23.1213.5259.4339.8110.2586.361.691.7755.97662.80
23Q2 (15)1060.0-0.930.7646.15-46.850.08-61.9-88.241.27144.23159.1811.96-9.74-6.219.8216.3153.522.57149.51456.945.50-3.68-52.420.31121.43444.440.845.45-48.058.48142.2948.255.50-3.68-52.42-13.75209.91-66.36
23Q1 (14)106-0.93-0.930.52373.68155.320.21-70.83119.630.52-72.92155.3213.25-17.7562.1817.0424.29524.181.03-26.95105.545.71475.66145.350.14-39.13109.210.55375.0154.463.50177.26120.55.71475.66145.35-8.97130.94-33.98
22Q4 (13)1070.00.0-0.19-111.855.810.722.86318.181.92-8.57-49.0716.11-0.1945.413.71-8.54-7.741.41-60.39123.58-1.52-115.0874.240.23-59.65134.85-0.2-111.5656.52-4.53-146.8534.63-1.52-115.0874.2413.20-49.602.90
22Q3 (12)1070.00.01.6112.5971.280.702.9466.672.10328.57-50.016.1426.5978.1514.9916.11175.553.56594.44125.6310.08-12.8-5.620.57733.33145.241.7312.3471.299.6769.06226.5710.08-12.8-5.6241.33132.3683.25
22Q2 (11)1070.00.01.43252.1330.00.68163.5544.680.49152.13-84.9712.7556.067.6912.91372.89-52.48-0.7296.13-116.011.56191.8214.91-0.0994.08-116.981.54252.4830.515.72133.51-43.9211.56191.8214.9114.9066.77-30.34
22Q1 (10)1070.00.0-0.94-118.6-143.52-1.07-224.24-157.84-0.94-124.93-143.528.17-26.26-23.862.73-81.63-92.43-18.60-211.04-200.92-12.59-113.39-159.22-1.52-130.3-176.77-1.01-119.57-143.91-17.07-146.32-179.17-12.59-113.39-159.22-1.98-132.17-201.41
21Q4 (9)1070.01.9-0.43-145.74-118.07-0.33-178.57-118.033.77-10.24-45.211.0822.3-21.3614.86173.16-61.69-5.9856.95-124.37-5.90-155.24-132.89-0.6647.62-119.08-0.46-145.54-118.4-6.939.29-124.32-5.90-155.24-132.89-0.59-80.15-94.60
21Q3 (8)1070.00.940.94-14.55-64.120.42-10.64-83.914.2028.83-6.879.06-23.48-31.525.44-79.98-85.01-13.89-408.67-154.2210.686.16-48.68-1.26-337.74-137.171.01-14.41-63.54-7.64-174.9-129.8410.686.16-48.68-6.57-31.81-42.62
21Q2 (7)1070.01.91.10-49.07-22.540.47-74.59-59.133.2650.9373.411.8410.346.4727.17-24.632.534.50-75.58-69.3710.06-52.68-22.730.53-73.23-67.481.18-48.7-20.8110.20-52.69-40.4910.06-52.68-22.73-6.76-29.16-36.75
21Q1 (6)1071.91.92.16-9.24369.571.851.09128.42.16-68.6369.5710.73-23.856.7736.05-7.0639.8918.43-24.963.2421.2618.51358.191.98-42.7775.222.3-8.0379.1721.56-24.35186.721.2618.51358.19-8.68-9.20-14.40
20Q4 (5)105-0.940.962.38-9.1625.931.83-29.8951.246.8852.5511.6914.096.51.2938.796.924.724.54-4.2231.9417.94-13.7925.893.462.0633.592.5-9.7527.5528.5011.3321.3817.94-13.7925.89--0.00
20Q3 (4)1060.950.02.6284.510.02.61126.960.04.51139.890.013.2318.970.036.2836.910.025.6274.40.020.8159.830.03.39107.980.02.7785.910.025.6049.360.020.8159.830.0--0.00
20Q2 (3)1050.00.01.42208.70.01.1541.980.01.88308.70.011.1210.650.026.502.830.014.6930.120.013.02180.60.01.6344.250.01.49210.420.017.14127.930.013.02180.60.0--0.00
20Q1 (2)1050.960.00.46-75.660.00.81-33.060.00.46-92.530.010.05-27.750.025.77-30.450.011.29-39.30.04.64-67.440.01.13-56.370.00.48-75.510.07.52-67.970.04.64-67.440.0--0.00
19Q4 (1)1040.00.01.890.00.01.210.00.06.160.00.013.910.00.037.050.00.018.600.00.014.250.00.02.590.00.01.960.00.023.480.00.014.250.00.0--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)
2024/105.4916.7339.1540.42-5.3414.71N/A-
2024/94.73.7920.3634.94-9.8613.630.48-
2024/84.532.97-14.8930.24-13.2513.630.48-
2024/74.4-6.551.7425.71-12.9512.160.54-
2024/64.7154.068.5321.31-15.4712.060.5-
2024/53.05-28.94-22.7116.61-20.4610.390.57-
2024/44.341.616.9113.55-19.949.850.61-
2024/33.0420.5-36.499.25-30.169.250.4-
2024/22.52-31.91-39.346.22-26.5911.210.33-
2024/13.7-25.89-14.333.7-14.3313.120.28-
2023/124.9912.88-0.9552.12-1.9813.360.28-
2023/114.4212.17-20.9347.13-2.0912.270.3-
2023/103.940.97-28.0442.710.3813.170.28-
2023/93.9-26.61-27.7138.764.5913.550.43-
2023/85.3223.11-10.7834.8610.113.980.42-
2023/74.32-0.31-9.4829.5414.9512.610.47-
2023/64.349.7-5.5425.2220.5311.960.45-
2023/53.957.49-10.7120.8827.8612.410.44-
2023/43.68-23.08-1.4816.9342.212.610.43-
2023/34.7815.155.8413.2562.1613.250.48主要係因越南地區子公司之客戶需求較高所致
2023/24.15-3.8495.398.4765.9613.510.47主係因客戶對本集團之產品需求增加所致
2023/14.32-14.3144.964.3244.9614.950.43-
2022/125.04-9.8926.453.1824.5316.110.5-
2022/115.592.0860.9148.1424.3316.480.49本月較去年本月營收增加60.92%,主要係因去年本集團中國子公司部分產品生命週期結束所致
2022/105.481.4351.742.5420.7216.850.48主係因去年度本集團部分產品生命週期結束所致
2022/95.4-9.4278.4437.0617.1816.140.66主要係因去年本月本集團在越南之子公司尚未開始量產所致
2022/85.9624.9103.5831.6610.6915.330.7本月較去年營收增加逾100%主要係因本公司越南子公司量產逐漸增加而去年本月越南子公司尚未進入量產所致
2022/74.774.0354.1225.70.0913.790.78本月較去年本月營收增加54%,主要係因去年本月本集團在越南之子公司尚未開始量產且中國子公司部分產品生命週期結束所致
2022/64.593.6931.5420.92-7.3212.750.99-
2022/54.4318.65.5916.33-14.4211.231.13-
2022/43.7321.66-10.3511.9-20.068.921.42-
2022/33.0744.31-11.098.17-23.828.171.41-
2022/22.13-28.66-29.485.1-29.869.091.27-
2022/12.98-25.29-30.132.98-30.1310.441.11-
2021/123.9914.71-12.5942.7-11.9411.081.03-
2021/113.48-3.76-33.3738.72-11.8710.121.13-
2021/103.6119.31-16.2235.24-8.979.571.19-
2021/93.033.33-37.3531.63-8.069.061.05-
2021/82.93-5.43-34.7728.6-3.289.521.0-
2021/73.1-11.21-20.6125.672.3510.780.89-
2021/63.49-16.76-9.0322.576.5811.840.43-
2021/54.190.6923.8719.0810.0311.810.44-
2021/44.1620.656.6414.896.6810.630.48-
2021/33.4514.46-12.8310.736.6910.730.34-
2021/23.01-29.3124.187.2819.3811.840.31主係因109年度受疫情影響復工延遲,致營收下降
2021/14.26-6.53-10.064.26-10.0614.040.26-
2020/124.56-12.55-7.1448.5-15.5814.090.23-
2020/115.2221.0112.5943.93-16.3714.360.23-
2020/104.31-10.78-1.238.72-19.1713.640.24-
2020/94.837.58-4.3234.4-20.9713.230.25-
2020/84.4915.1-4.3429.57-23.1612.230.28-
2020/73.91.73-6.2425.08-25.7711.120.3-
2020/63.8413.34-11.0221.18-28.5111.120.27-
2020/53.38-13.3-41.0817.34-31.4911.250.27-
2020/43.9-1.38-26.3913.96-28.679.210.33-
2020/33.96194.4-30.8910.05-29.5210.040.36-
2020/21.34-71.64-63.46.1-28.6111.00.33受到肺炎疫情影響,配合當地政府延後開工所致
2020/14.74-3.51-2.584.74-2.5814.290.25-
2019/124.916.023.7357.4528.640.0N/A-
2019/114.636.17-11.3152.5331.590.0N/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)106-0.934.06111.461.4239.2252.12-1.9923.4391.735.4508.97160.762.8405.673443.754.34110.68
2022 (9)1070.01.92-48.391.02-57.8553.1824.5412.22-43.43-1.5203.44-61.22-0.8100.16-92.232.06-48.88
2021 (8)1071.93.72-42.942.42-62.3142.7-11.9621.60-33.721.38-93.048.87-40.230.59-93.872.06-79.524.03-44.41
2020 (7)1050.966.5214.996.4243.9548.5-15.5832.5935.0619.8382.7614.8435.539.6254.4110.0627.667.2513.64
2019 (6)104-0.955.67102.54.46390.1157.4528.6424.1328.0810.85253.4210.9568.26.23354.747.88133.146.38114.09
2018 (5)1050.02.80166.670.91-65.6644.6641.8218.84-1.523.07-60.186.5190.351.37-43.623.38363.012.98168.47
2017 (4)1050.01.05-88.422.65-49.0431.49-23.8119.13-31.047.71-56.273.42-85.32.43-66.670.73-93.591.11-88.45
2016 (3)1050.969.07-13.75.20-30.5741.33-30.0927.7415.1517.633.1623.2624.927.29-27.8911.39-13.589.61-12.72
2015 (2)10415.5610.513.857.49-10.5159.129.9724.09-6.9517.091.4818.628.3810.1111.5913.1839.9211.0119.16
2014 (1)90136.8410.12-55.088.37-3.2453.7644.7125.89016.84017.1809.06-24.699.42-17.089.248.71

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