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)370.00.01.46-60.65-58.172.08-39.0-29.498.1221.9228.685.73-17.79-7.8840.81-13.11-11.4217.85-32.1-29.929.53-51.92-54.451.02-44.26-35.440.55-60.14-57.6914.08-49.64-51.219.53-51.92-54.456.12-17.45-0.19
24Q2 (19)370.00.03.7125.76103.853.4138.62106.676.66125.76136.176.9730.0443.1246.97-2.5316.1826.290.042.9619.82-3.4141.981.8329.79105.621.3825.45102.9427.96-6.2740.4319.82-3.4141.987.5615.563.57
24Q1 (18)370.00.02.955.36195.02.46-31.48146.02.95-67.62195.05.36-14.9229.1648.194.4931.0626.29-1.09126.4420.5223.76129.791.41-15.57193.751.15.77197.329.8336.21158.7220.5223.76129.79-6.81-7.21-4.89
23Q4 (17)370.00.02.80-19.77218.183.5921.69201.689.1144.3799.346.31.2969.3546.120.1126.0126.584.36128.1516.58-20.7589.051.675.7288.371.04-20.0215.1521.90-24.12149.7116.58-20.7589.0514.5036.0050.24
23Q3 (16)370.00.03.4991.76164.392.9578.79210.536.31123.7670.546.2227.7259.946.0713.9518.1325.4738.597.2920.9249.8664.851.5877.53216.01.391.18165.3128.8644.9574.2820.9249.8664.8522.5486.8871.90
23Q2 (15)370.00.01.8282.068.521.6565.0135.712.82182.018.994.8717.3528.540.439.957.1818.3958.442.7813.9656.3331.450.8985.4281.630.6883.7870.019.9172.6821.0313.9656.3331.4514.4647.8224.52
23Q1 (14)370.00.01.0013.64-22.481.00-15.9769.491.00-78.12-22.484.1511.5619.636.770.46-3.8411.61-0.341.578.931.82-35.620.4811.6320.00.3712.12-22.9211.5331.47-38.938.931.82-35.623.60-9.844.65
22Q4 (13)370.00.00.88-33.33-7.371.1925.2652.564.5723.5110.653.72-4.3716.2536.60-6.15-3.6111.65-9.7611.168.77-30.89-20.490.43-14.026.470.33-32.65-5.718.77-47.04-29.18.77-30.89-20.49-0.86-5.5530.48
22Q3 (12)370.00.01.3222.2246.670.9535.716.743.7056.1215.993.892.6415.0939.003.39-6.7912.910.23-20.712.6919.4927.540.52.04-9.090.4922.544.1216.560.670.5512.6919.4927.545.932.9727.18
22Q2 (11)370.00.01.08-16.2840.260.7018.64-13.582.3783.723.953.799.2225.0837.72-1.36-2.212.8812.69-7.8710.62-23.4312.740.4922.516.670.4-16.6737.9316.45-12.8719.210.62-23.4312.748.839.75-2.86
22Q1 (10)370.00.01.2935.79-15.130.59-24.36-57.251.29-68.77-15.133.478.44-3.8838.240.71-13.7211.439.06-42.5113.8725.75-11.490.417.65-44.440.4837.14-15.7918.8852.63-12.113.8725.75-11.491.5520.68-18.36
21Q4 (9)370.00.00.955.56-52.020.78-12.36-66.814.1329.47-64.153.2-5.33-22.5237.97-9.25-19.9610.48-35.63-58.5811.0310.85-38.210.34-38.18-67.310.352.94-52.712.37-24.89-44.2311.0310.85-38.213.1111.22-1.24
21Q3 (8)370.00.00.9016.88-73.050.899.88-74.053.1939.91-66.563.3811.55-36.5941.848.48-17.9816.2816.45-51.369.955.63-57.350.5530.95-69.10.3417.24-72.5816.4719.35-50.09.955.63-57.35-2.26-16.23-15.71
21Q2 (7)370.023.330.77-49.34-75.940.81-41.3-71.482.2850.0-70.123.03-16.07-36.4838.57-12.97-21.9913.98-29.68-55.669.42-39.89-53.80.42-41.67-72.00.29-49.12-70.113.80-35.75-53.839.42-39.89-53.8-14.33-36.29-41.29
21Q1 (6)370.023.331.52-23.23-65.611.38-41.28-63.781.52-86.81-65.613.61-12.59-30.0444.32-6.58-17.5119.88-21.42-46.9415.67-12.21-39.680.72-30.77-62.690.57-22.97-57.4621.48-3.16-40.5815.67-12.21-39.68-17.55-31.98-36.38
20Q4 (5)370.023.331.98-40.72-47.892.35-31.49-29.8511.5220.7522.684.13-22.51-20.4247.44-7.0-8.2425.30-24.41-19.517.85-23.49-19.631.04-41.57-36.20.74-40.32-35.6522.18-32.67-25.2217.85-23.49-19.63--0.00
20Q3 (4)3723.330.03.344.370.03.4320.770.09.5425.030.05.3311.740.051.013.180.033.476.150.023.3314.420.01.7818.670.01.2427.840.032.9410.20.023.3314.420.0--0.00
20Q2 (3)300.00.03.20-27.60.02.84-25.460.07.6372.620.04.77-7.560.049.44-7.980.031.53-15.850.020.39-21.520.01.5-22.280.00.97-27.610.029.89-17.320.020.39-21.520.0--0.00
20Q1 (2)300.00.04.4216.320.03.8113.730.04.42-52.930.05.16-0.580.053.733.930.037.4719.220.025.9816.970.01.9318.40.01.3416.520.036.1521.880.025.9816.970.0--0.00
19Q4 (1)300.00.03.800.00.03.350.00.09.390.00.05.190.00.051.700.00.031.430.00.022.210.00.01.630.00.01.150.00.029.660.00.022.210.00.0--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)
2024/111.21-20.2-42.9120.846.624.69N/A-
2024/101.52-22.79-30.8819.6412.635.09N/A-
2024/91.9621.62-11.0418.1218.895.790.46-
2024/81.61-27.17-21.916.1623.965.760.46-
2024/72.2214.8911.7914.5432.66.680.4-
2024/61.93-24.0817.6612.3337.196.970.39-
2024/52.541.4362.6410.441.557.10.38本月主產品太陽能網版銷貨量大幅提升所致
2024/42.522.0952.457.8635.855.910.46本月主產品太陽能網版銷貨量大幅提升所致
2024/32.0551.3225.735.3629.275.360.49-
2024/21.36-30.4721.413.331.575.290.5-
2024/11.95-1.6839.71.9539.76.050.44-
2023/121.98-6.3757.1121.5344.566.290.3本月主產品太陽能網版銷貨量大幅提升所致
2023/112.12-3.3874.5819.5543.46.520.29本月主產品太陽能網版銷貨量大幅提升所致
2023/102.19-0.6475.0117.4340.356.460.3本月主產品太陽能網版銷貨量大幅提升所致
2023/92.216.7856.0715.2436.466.250.3本月主產品太陽能網版銷貨量大幅提升所致
2023/82.074.2473.3813.0333.625.690.33本月主產品太陽能網版銷貨量大幅提升所致
2023/71.9820.9352.8210.9728.095.180.36本月主產品太陽能網版銷貨量大幅提升所致
2023/61.644.9341.88.9923.684.840.38-
2023/51.56-4.9230.257.3520.254.840.38-
2023/41.640.6918.255.7917.814.390.42-
2023/31.6346.1327.284.1417.634.140.5-
2023/21.12-19.9924.632.5112.113.770.55-
2023/11.410.563.781.43.783.870.53-
2022/121.264.0314.2314.912.63.730.49-
2022/111.21-3.141.2913.6312.453.880.47-
2022/101.25-11.3939.5712.4213.673.860.47-
2022/91.4118.615.9411.1711.363.90.45-
2022/81.19-8.111.739.7512.193.640.48-
2022/71.312.246.898.5613.823.650.48-
2022/61.16-3.6113.047.279.423.740.38-
2022/51.2-13.6825.386.118.763.870.37-
2022/41.398.3932.164.915.353.570.4-
2022/31.2843.0812.663.52-2.453.520.36-
2022/20.9-33.38-15.452.24-9.43.350.38-
2022/11.3421.7-4.861.34-4.863.650.35-
2021/121.1-7.74-16.013.23-31.753.20.42-
2021/111.233.45-17.2812.12-32.93.430.39-
2021/100.9-32.74-34.6510.93-34.263.40.4-
2021/91.3313.9-25.4810.03-34.223.390.38-
2021/81.1732.67-36.768.69-35.393.080.42-
2021/70.88-13.64-47.987.52-35.172.860.45-
2021/61.026.9-32.526.64-32.973.030.44-
2021/50.96-9.01-38.725.62-33.053.140.42-
2021/41.05-7.6-37.574.66-31.763.250.41-
2021/31.147.37-38.213.61-29.863.610.37-
2021/21.06-25.03-28.612.47-25.23.790.35-
2021/11.417.44-22.431.41-22.434.180.32-
2020/121.32-9.14-32.5319.3828.654.140.31-
2020/111.455.43-18.1418.0737.754.610.28-
2020/101.37-23.3-9.4616.6246.465.020.26-
2020/91.79-3.3316.9815.2555.095.340.22本月主產品太陽能網版銷貨量大幅提升所致
2020/81.859.1240.6213.4662.125.070.23本月主產品太陽能網版銷貨量大幅提升所致
2020/71.712.0137.4811.666.184.770.25本月主產品太陽能網版銷貨量大幅提升所致
2020/61.52-2.938.989.9172.344.760.29本月主產品太陽能網版銷貨量大幅提升所致
2020/51.56-7.352.888.3980.155.090.27本月主產品太陽能網版銷貨量大幅提升所致
2020/41.68-8.5575.856.8387.85.010.27本月主產品太陽能網版銷貨量大幅提升所致
2020/31.8424.04102.225.1592.075.150.32本月主產品太陽能網版銷貨量大幅提升所致
2020/21.48-18.54156.113.3186.865.260.31本月主產品太陽能網版銷貨量大幅提升所致
2020/11.82-6.5453.131.8253.130.0N/A本月主產品太陽能網版銷貨量大幅提升所致
2019/121.9510.22102.815.0769.940.0N/A本月主產品太陽能網版銷貨量大幅提升所致
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)370.08.8195.349.22168.821.5344.6943.0213.5121.5275.8215.7737.734.63154.44.62105.333.4100.0
2022 (9)370.04.519.733.43-10.6814.8812.5637.90-7.1812.24-20.1611.45-1.721.82-10.342.254.651.710.39
2021 (8)370.04.11-64.173.84-69.0613.22-31.7940.83-19.2915.33-52.5711.65-47.382.03-67.572.15-63.931.54-64.1
2020 (7)3723.3311.4722.5412.4157.2919.3829.2950.597.4832.3226.8922.1416.716.2663.875.9659.364.2951.06
2019 (6)300.09.3613271.437.8926200.014.9969.9547.0744.1225.47910.7118.978147.833.821636.363.741526.092.8414100.0
2018 (5)300.00.0700.0308.82-1.7832.66-0.552.5200.2300.2200.2300.020
2017 (4)307.14-0.910-0.3008.98-28.6732.84-25.23-0.130-3.060-0.010-0.170-0.270
2016 (3)280.04.56-45.134.00-37.312.59-10.3343.92-3.8315.52-28.9710.37-37.611.95-36.481.77-41.581.3-44.21
2015 (2)280.08.3106.3814.1314.041.5945.67-1.421.854.3516.627.33.076.233.032.362.338.88
2014 (1)2812.00.0005.590.3613.826.8846.32020.94015.4902.89-1.032.96-1.332.140.0

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