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)330.00.03.2559.31884.853.1595.651266.675.72131.581143.489.1726.8332.5152.971.018.4813.23262.47631.3310.7634.52141.671.21365.38811.761.0759.7872.7313.55141.533126.1910.7634.52141.6716.89216.87433.24
24Q2 (19)330.00.02.04374.4290.651.61770.83163.932.47474.421800.07.236.95-2.8252.443.099.143.65300.55106.218.00654.72117.390.26316.67100.00.67378.5791.435.61303.647.248.00654.72117.39-2.74177.78317.50
24Q1 (18)330.00.00.43-18.87145.74-0.24-135.8276.00.43-56.57145.746.76-12.440.1550.872.0910.64-1.82-190.5580.841.06-10.92119.17-0.12-175.081.250.14-17.65145.161.393.73114.991.06-10.92119.17-0.4420.87106.16
23Q4 (17)330.00.00.5360.61-90.240.67348.15-88.060.99115.22-95.797.7211.56-32.6449.832.05-2.452.01180.72-87.491.19147.92-92.060.16194.12-91.30.1754.55-90.451.34219.05-91.341.19147.92-92.062.29-4.27101.94
23Q3 (16)330.00.00.33-69.16-95.28-0.27-144.26-104.350.46253.85-97.456.92-6.99-43.6548.831.62-4.2-2.49-240.68-111.950.48-86.96-97.36-0.17-230.77-106.640.11-68.57-95.20.42-88.98-98.160.48-86.96-97.361.6272.348.37
23Q2 (15)330.00.01.07213.83-86.010.61161.0-91.640.13113.83-98.837.4410.22-37.2248.054.5-11.491.77118.63-93.053.68166.55-82.490.13120.31-95.70.35212.9-86.063.81141.1-85.543.68166.55-82.49-15.4448.2621.59
23Q1 (14)330.00.0-0.94-117.31-127.41-1.00-117.83-134.72-0.94-104.0-127.416.75-41.1-18.5845.98-9.98-11.92-9.50-159.12-163.42-5.53-136.89-140.78-0.64-134.78-151.61-0.31-117.42-127.68-9.27-159.92-154.53-5.53-136.89-140.78-23.89-69.81-63.74
22Q4 (13)330.00.05.43-22.32-36.425.61-9.66-33.8423.5030.05-13.611.46-6.68-9.9851.080.22-7.1816.07-22.89-41.9914.99-17.5-31.891.84-28.12-47.881.78-22.27-36.4315.47-32.06-44.1114.99-17.5-31.89-1.52-15.48-12.29
22Q3 (12)330.00.06.99-8.630.726.21-14.93-8.1418.0763.09-3.1112.283.6310.8350.97-6.12-3.8720.84-18.21-17.618.17-13.56-11.452.56-15.23-8.572.29-8.760.8822.77-13.59-11.2318.17-13.56-11.4523.2957.2069.27
22Q2 (11)330.00.07.65123.0315.917.30153.4710.9411.08223.03-5.4611.8542.9413.0754.294.00.8225.4870.09-1.5821.0255.011.793.02143.5511.442.51124.1116.226.3555.02.0921.0255.011.794.0331.5943.71
22Q1 (10)330.00.03.43-59.84-32.882.88-66.04-43.753.43-87.39-32.888.29-34.882.2252.20-5.14-3.4214.98-45.92-31.1613.56-38.39-34.41.24-64.87-29.941.12-60.0-33.3317.00-38.58-21.6213.56-38.39-34.4-10.00-18.40-20.30
21Q4 (9)330.00.08.5423.0519.278.4825.4413.8327.2045.84-4.4912.7314.8921.3555.033.790.9527.709.53-3.5922.017.26-1.653.5326.0717.282.823.3519.1527.687.910.0722.017.26-1.6510.3114.1014.09
21Q3 (8)330.00.06.945.15-20.696.762.74-24.3818.6559.13-12.5211.085.73-7.7453.02-1.54-3.6225.29-2.32-18.1620.52-0.63-14.032.83.32-24.532.275.09-20.9125.65-0.62-15.1220.52-0.63-14.0317.4817.1615.63
21Q2 (7)330.00.06.6029.16-7.176.5828.52-9.4911.72129.35-6.7610.4829.22-0.8553.85-0.37-0.5425.8918.98-7.4420.65-0.1-6.392.7153.11-8.452.1628.57-7.325.8118.99-5.620.65-0.1-6.393.260.27-1.38
21Q1 (6)330.00.05.11-28.63-6.415.12-31.28-1.165.11-82.06-6.418.11-22.69-9.8954.05-0.842.7821.76-24.26-10.1920.67-7.643.971.77-41.2-18.811.68-28.51-6.1521.69-21.58-13.7920.67-7.643.97-17.68-23.40-23.98
20Q4 (5)330.00.07.16-18.1741.787.45-16.67-7.5728.4833.5849.3410.49-12.664.0754.51-0.911.628.73-7.02-5.7722.38-6.2436.053.01-18.87-1.952.35-18.1241.5727.66-8.4734.422.38-6.2436.05--0.00
20Q3 (4)330.00.08.7523.070.08.9422.970.021.3269.610.012.0113.620.055.011.610.030.9010.480.023.878.20.03.7125.340.02.8723.180.030.2210.530.023.878.20.0--0.00
20Q2 (3)330.00.07.1130.220.07.2740.350.012.57130.220.010.5717.440.054.142.950.027.9715.440.022.0610.970.02.9635.780.02.3330.170.027.348.660.022.0610.970.0--0.00
20Q1 (2)330.00.05.468.120.05.18-35.730.05.46-71.370.09.0-10.710.052.59-1.980.024.23-20.530.019.8820.850.02.18-28.990.01.797.830.025.1622.250.019.8820.850.0--0.00
19Q4 (1)330.00.05.050.00.08.060.00.019.070.00.010.080.00.053.650.00.030.490.00.016.450.00.03.070.00.01.660.00.020.580.00.016.450.00.0--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)
2024/114.5317.3172.5631.5421.1411.56N/A本月營收成長主要受惠於智慧型手機應用處理器 (AP)、HPC相關高速測試載板新訂單挹注,帶動整體訂單需求,致營收變動達50%以上。
2024/103.8621.6168.4227.0115.3810.05N/A本月營收成長主要受惠於終端智慧型手機新機效應加上HPC、AI 相關測試板需求強勁,帶動整體訂單需求,致營收變動達50%以上。
2024/93.175.0446.623.159.639.170.45-
2024/83.021.4845.3419.985.418.750.47-
2024/72.987.9410.9916.960.497.990.51-
2024/62.7622.142.5413.98-1.487.230.55-
2024/52.261.99-5.3311.23-2.437.00.57-
2024/42.21-12.37-6.598.97-1.676.640.6-
2024/32.5333.237.026.760.056.760.48-
2024/21.9-18.79-14.984.23-3.697.040.46-
2024/12.33-16.927.942.337.947.770.42-
2023/122.817.11-18.0528.84-34.277.720.42-
2023/112.6214.5-31.3726.03-35.647.080.46-
2023/102.295.85-45.5323.41-36.096.530.5-
2023/92.164.15-52.0221.12-34.866.920.53終端需求持續疲軟,影響新產品驗證與量產時程遞延,致營收變動達50%以上。
2023/82.08-22.5-52.8918.96-32.097.450.49受限於消費性電子終端需求疲軟,持續去化庫存,影響新產品驗證與量產時程遞延,致營收變動達50%以上。
2023/72.68-0.27-20.1616.88-28.197.750.47-
2023/62.6912.75-35.0314.2-29.537.440.54-
2023/52.380.62-42.3711.51-28.17.110.56-
2023/42.370.4-33.759.12-23.136.960.58-
2023/32.365.84-27.16.75-18.556.750.61-
2023/22.233.1-12.384.39-13.077.820.52-
2023/12.16-36.92-13.772.16-13.779.410.44-
2022/123.43-10.29-18.9443.893.4811.460.38-
2022/113.82-9.11-6.9440.465.9612.540.35-
2022/104.21-6.75-4.1536.637.5213.130.34-
2022/94.512.2514.1432.439.2412.280.48-
2022/84.4131.3513.7727.928.4911.910.5-
2022/73.36-18.853.223.57.5511.640.51-
2022/64.140.0122.9120.158.3211.850.5-
2022/54.1415.6915.5816.015.0910.950.55-
2022/43.5810.471.1511.871.879.360.64-
2022/33.2427.21-7.868.292.188.290.7-
2022/22.551.4732.765.059.859.280.62-
2022/12.51-40.71-6.52.51-6.510.850.53-
2021/124.232.9826.6842.410.7812.730.36-
2021/114.11-6.3921.3838.18-1.4512.450.36-
2021/104.3911.0416.4934.07-3.6312.220.37-
2021/93.951.91-3.7129.68-6.0311.080.47-
2021/83.8819.15-4.2825.73-6.3810.50.49-
2021/73.25-3.36-15.5921.85-6.7410.20.51-
2021/63.37-5.94-6.7418.6-5.010.480.48-
2021/53.581.241.3615.23-4.610.630.47-
2021/43.540.633.0811.65-6.38.970.56-
2021/33.5183.33.848.11-9.888.110.52-
2021/21.92-28.54-33.24.6-18.157.940.54-
2021/12.68-19.66-2.452.68-2.459.410.45-
2020/123.34-1.327.6542.0824.2510.490.35-
2020/113.38-10.16-1.5638.7425.9211.260.32-
2020/103.77-8.216.5235.3629.3811.920.3-
2020/94.11.34.5731.5932.7812.010.37-
2020/84.055.0810.2427.4838.3611.520.39-
2020/73.866.7612.6723.4344.7411.00.41-
2020/63.612.2443.5819.5853.3310.570.51受惠於5G即將進入商用化,供應鏈備料需求,帶動多項半導體測試介面之業績成長,致營收變動達50%以上。
2020/53.532.9667.8215.9755.7210.350.53受惠於5G即將進入商用化,供應鏈備料需求,帶動多項半導體測試介面之業績成長,致營收變動達50%以上。
2020/43.431.3764.6112.4352.69.680.56受惠於5G即將進入商用化,供應鏈備料需求,帶動多項半導體測試介面之業績成長,致營收變動達50%以上。
2020/33.3817.9168.049.048.479.00.62受惠於5G即將進入商用化,供應鏈備料需求,帶動多項半導體測試介面之業績成長,致營收變動達50%以上。
2020/22.874.3588.85.6238.748.720.64受惠於5G即將進入商用化,供應鏈備料需求,帶動多項半導體測試介面之業績成長,且因工作天數之差異,致營收變動達50%以上。
2020/12.75-11.338.682.758.680.0N/A-
2019/123.1-9.7743.7733.873.270.0N/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)330.00.99-95.760.03-99.8628.84-34.2948.23-7.48-1.8300.09-99.48-0.530-0.2100.33-95.72
2022 (9)330.023.35-13.7122.03-18.3243.893.4952.13-3.5219.74-22.5617.24-18.028.66-19.899.1-15.977.71-13.57
2021 (8)330.027.06-4.4526.97-6.5242.410.7854.03-0.2225.49-9.6121.03-5.2310.81-8.8510.83-7.368.92-4.5
2020 (7)330.028.3248.9728.8534.8842.0824.2454.151.9228.209.7722.1920.2111.8636.3211.6948.169.3449.44
2019 (6)330.019.01-12.4421.391.2833.873.2953.13-0.2425.69-6.2418.46-15.488.7-3.237.89-14.056.25-12.71
2018 (5)336.4521.71-7.3821.12-3.8732.795.4353.26-3.8527.40-4.9921.84-7.778.990.229.181.17.16-2.72
2017 (4)313.3323.4417.1421.9722.2631.119.8555.396.1728.842.2323.681.638.9722.549.0822.047.3621.65
2016 (3)307.1420.0140.0317.9746.125.9550.4352.171.0528.21-3.2923.30-2.87.3245.537.4445.886.0546.49
2015 (2)2816.6714.2975.3412.30109.1817.2561.9751.638.4429.1730.3423.9729.995.03111.345.1112.54.13110.71
2014 (1)2414.298.15217.125.88245.8810.6550.8547.61022.38018.4402.38235.212.4238.031.96250.0

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