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)800.00.00.08110.96110.96-1.70-178.69-178.69-1.256.0232.072.1-18.92-33.963.57-20.492.29-26.11-64.42-65.9937.99265.03304.69-0.55-34.15-10.00.07111.86111.8641.83312.01323.4537.99265.03304.69-9.6544.64-94.80
24Q2 (19)800.00.0-0.73-21.67-37.74-0.61-10.911.61-1.33-121.67-19.822.59-0.38-12.54.4957.541.81-15.88-0.8911.58-23.02-23.5-53.57-0.410.022.64-0.59-22.92-37.21-19.73-12.94-27.54-23.02-23.5-53.57-0.3810.867.38
24Q1 (18)800.00.0-0.6043.4-3.45-0.5525.68-3.77-0.6079.38-3.452.6-0.38-13.912.85714.29-51.28-15.7433.33-24.23-18.6445.66-20.65-0.4133.87-7.89-0.4844.19-2.13-17.4748.81-23.2-18.6445.66-20.65-9.15-0.912.19
23Q4 (17)800.00.0-1.06-45.214.5-0.74-21.3122.92-2.91-58.15-12.362.61-17.92-4.40.35-89.97104.05-23.61-50.124.59-34.30-84.815.07-0.62-24.027.06-0.86-45.763.37-34.13-82.324.69-34.30-84.815.07-5.25-41.48-9.85
23Q3 (16)800.00.0-0.73-37.74-32.73-0.611.61-205.0-1.84-65.77-24.323.187.4316.063.49-20.86-71.65-15.7312.42-68.06-18.56-23.824.97-0.55.66-92.31-0.59-37.21-34.09-18.72-21.014.25-18.56-23.824.972.72-14.56-7.69
23Q2 (15)800.00.0-0.538.62-35.9-0.62-16.984.62-1.11-91.38-19.352.96-1.99-15.194.41-24.621937.5-17.96-41.75-8.26-14.992.98-52.65-0.53-39.478.62-0.438.51-38.71-15.47-9.1-47.9-14.992.98-52.654.3128.1813.90
23Q1 (14)800.00.0-0.5847.75-5.45-0.5344.790.0-0.5877.61-5.453.0210.62-6.795.85167.6338.63-12.6759.539.18-15.4557.241.4-0.3855.2915.56-0.4747.19-6.82-14.1860.43.27-15.4557.241.45.13-27.03-167.60
22Q4 (13)800.00.0-1.11-101.82-26.14-0.96-380.0-104.26-2.59-75.0-34.22.73-0.36-47.7-8.65-170.27-251.49-31.31-234.51-176.1-36.13-85.0-118.7-0.85-226.92-44.07-0.89-102.27-25.35-35.81-83.17-102.77-36.13-85.0-118.7-10.92-71.42-155.38
22Q3 (12)800.00.0-0.55-41.0311.29-0.2069.2357.45-1.48-59.14-40.952.74-21.49-38.712.315229.1772.17-9.3643.580.85-19.53-98.88-56.62-0.2655.1738.1-0.44-41.9412.0-19.55-86.9-62.38-19.53-98.88-56.62-6.88-5.9723.30
22Q2 (11)800.00.0-0.3929.09-454.55-0.65-22.64-332.14-0.93-69.09-116.283.497.72-42.12-0.24-105.69-101.3-16.59-18.92-452.23-9.8237.33-759.06-0.58-28.89-307.14-0.3129.55-444.44-10.4628.65-502.31-9.8237.33-759.06-15.1133.30-17.70
22Q1 (10)800.00.0-0.5537.5-1.85-0.53-12.77-6.0-0.5571.5-1.853.24-37.93-38.294.22-26.09-28.72-13.95-23.02-70.96-15.675.15-67.41-0.4523.73-4.65-0.4438.030.0-14.6616.99-62.71-15.675.15-67.41-10.57-2.22-6.38
21Q4 (9)800.09.59-0.88-41.94-20.55-0.470.0-17.5-1.93-83.8124.025.2216.786.535.71-20.1418.96-11.34-20.13-16.07-16.52-32.48-0.79-0.59-40.48-22.92-0.71-42.0-31.48-17.66-46.68-23.84-16.52-32.48-0.79-4.54-352.79-133.93
21Q3 (8)800.02.56-0.62-663.64-26.53-0.47-267.8617.54-1.05-144.1943.854.47-25.873.477.15-61.4171.46-9.44-300.4217.12-12.47-936.91-8.34-0.42-250.014.29-0.5-655.56-31.58-12.04-563.08-27.27-12.47-936.91-8.34-5.51-271.63-55.93
21Q2 (7)800.019.40.11120.37117.460.28156.0163.64-0.4320.3769.296.0314.8656.2218.53213.0172.694.71157.72161.891.49115.92112.370.28165.12196.550.09120.45121.432.60128.86127.811.49115.92112.3711.0073.2065.50
21Q1 (6)809.5919.4-0.5426.0329.87-0.50-25.018.03-0.5478.7429.875.257.1471.575.9223.33119.26-8.1616.4857.28-9.3642.8952.82-0.4310.4227.12-0.4418.5215.38-9.0136.8255.15-9.3642.8952.8210.29-11.472.41
20Q4 (5)73-6.418.96-0.73-48.98-28.07-0.4029.82-21.21-2.54-35.83-61.784.913.435.384.8015.11-23.57-9.7714.22-10.4-16.39-42.4-40.69-0.482.04-17.07-0.54-42.11-38.46-14.26-50.74-22.51-16.39-42.4-40.69--0.00
20Q3 (4)7816.420.0-0.4922.220.0-0.57-29.550.0-1.87-33.570.04.3211.920.04.17-61.140.0-11.39-49.670.0-11.514.480.0-0.49-68.970.0-0.389.520.0-9.46-1.180.0-11.514.480.0--0.00
20Q2 (3)670.00.0-0.6318.180.0-0.4427.870.0-1.40-81.820.03.8626.140.010.73297.410.0-7.6160.160.0-12.0539.260.0-0.2950.850.0-0.4219.230.0-9.3553.460.0-12.0539.260.0--0.00
20Q1 (2)670.00.0-0.77-35.090.0-0.61-84.850.0-0.7750.960.03.06-34.190.02.70-57.010.0-19.10-115.820.0-19.84-70.30.0-0.59-43.90.0-0.52-33.330.0-20.09-72.590.0-19.84-70.30.0--0.00
19Q4 (1)670.00.0-0.570.00.0-0.330.00.0-1.570.00.04.650.00.06.280.00.0-8.850.00.0-11.650.00.0-0.410.00.0-0.390.00.0-11.640.00.0-11.650.00.0--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)
2024/110.718.5-19.378.66-20.751.99N/A-
2024/100.654.51-26.097.95-20.872.02N/A-
2024/90.63-15.77-36.667.3-20.372.10.7-
2024/80.741.57-24.626.67-18.42.140.69-
2024/70.739.63-39.425.93-17.552.360.63-
2024/60.67-30.53-35.95.2-13.132.590.58-
2024/50.96-0.35-0.414.53-8.322.820.54-
2024/40.968.450.763.57-10.242.360.64-
2024/30.8977.69-28.132.6-13.742.60.61-
2024/20.5-58.65-51.011.71-3.722.550.62因遇春節連續假期,客戶一月提前拉貨,故影響二月營收
2024/11.2143.5560.221.2160.222.940.54遇春節連續假期,提前拉貨
2023/120.84-4.26-11.5111.77-3.522.610.8-
2023/110.88-0.54-11.0710.93-2.842.760.76-
2023/100.89-10.4312.7710.05-2.052.860.73-
2023/90.990.234.989.16-3.283.180.72-
2023/80.99-18.3612.498.18-4.193.240.71-
2023/71.2115.9831.527.19-6.13.220.72-
2023/61.047.92-15.215.98-11.242.960.82-
2023/50.970.82-16.334.94-10.353.160.77-
2023/40.96-22.64-13.853.97-8.773.220.75-
2023/31.2421.121.333.02-7.023.020.79-
2023/21.0235.2432.841.78-12.082.730.88-
2023/10.76-20.72-39.670.76-39.672.70.89-
2022/120.95-3.79-41.1612.2-41.762.730.81-
2022/110.9926.13-40.0211.25-41.812.720.81-
2022/100.79-16.61-59.4210.26-41.982.60.85客户的需求减少,故影響營收下滑.
2022/90.947.4-50.759.48-39.972.741.05市場對整體需求疲軟,對營收影響顯著。
2022/80.88-4.5518.868.53-38.483.020.95-
2022/70.92-25.22-50.447.66-41.833.30.87市場對整體需求狀況顯示較弱,主產品的銷售均有降低。
2022/61.236.49-33.46.74-40.423.490.85-
2022/51.153.81-46.125.51-41.783.490.85-
2022/41.11-8.99-46.284.35-40.523.10.95-
2022/31.2258.77-36.973.24-38.323.240.96-
2022/20.77-38.58-43.052.02-39.113.640.85-
2022/11.25-22.67-36.411.25-36.414.520.69-
2021/121.62-1.92-10.3620.9630.25.210.66-
2021/111.65-14.65-1.9619.3435.335.50.62-
2021/101.941.1843.1417.6940.324.590.75-
2021/91.91159.2426.8215.7940.264.51.0-
2021/80.74-60.2-49.1213.8742.344.441.02-
2021/71.850.4835.6213.1658.685.840.77受惠二極體需求續旺,加上漲價效應,挹注營收。
2021/61.85-13.8434.911.3162.446.060.66終端市場需求強勁帶動二極體產業供不應求,故公司業績提升。
2021/52.143.4975.229.4669.176.150.65零組件產業訂單需求強勁,為營收帶來正向挹注。
2021/42.076.7758.187.3267.485.360.75整體二極體產業環境明顯回暖,直接反應在訂單的需求度上,故營收業績數字成長。
2021/31.9443.4549.045.2671.465.260.69市場需求持續強勁,故營收增幅較大。
2021/21.35-31.41116.043.3287.975.130.71訂單能見度高達半年以上,營收較去年同期顯著提升。
2021/11.978.9972.591.9772.595.460.67終端市場需求與拉貨力道強勁,營收明顯成長。
2020/121.817.259.0216.1-8.994.840.74-
2020/111.6824.613.7714.29-10.864.550.79-
2020/101.35-10.34-9.0312.6-12.514.310.83-
2020/91.513.99-4.0511.25-13.344.330.82-
2020/81.456.073.839.75-14.624.190.85-
2020/71.37-0.05-2.78.3-17.193.960.89-
2020/61.3711.91-8.946.96-19.113.90.97-
2020/51.22-6.56-24.955.59-21.263.830.99-
2020/41.310.6-13.64.37-20.163.231.17-
2020/31.3107.93-12.383.07-22.333.071.31-
2020/20.63-45.2-29.561.77-28.333.421.18-
2020/11.14-31.14-27.631.14-27.630.0N/A-
2019/121.662.0916.3717.69-14.610.0N/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)800.0-2.910-2.50011.77-3.523.6393.09-17.250-20.350-2.030-2.370-2.340
2022 (9)800.0-2.590-2.34012.2-41.821.88-80.72-17.560-19.440-2.140-2.350-2.080
2021 (8)809.59-1.930-1.18020.9729.859.7572.57-5.520-8.690-1.160-1.780-1.560
2020 (7)738.96-2.540-2.05016.15-8.085.65-17.16-11.460-14.700-1.850-2.080-1.870
2019 (6)674.69-1.570-1.75017.57-14.836.82-47.01-9.020-7.490-1.590-1.250-1.060
2018 (5)6410.340.55-81.97-0.75020.63-1.3412.87-43.08-3.9601.11-86.94-0.8200.13-93.870.35-80.34
2017 (4)5813.733.05-2.872.09-9.5220.917.5122.61-9.819.62-11.58.501.922.01-5.192.1212.171.789.88
2016 (3)512.03.1452.432.3160.4219.459.2725.0713.5410.8728.188.3445.32.1240.41.8936.961.6258.82
2015 (2)500.02.06116.841.4467.4417.84.8922.0814.178.4864.345.74107.221.5171.591.38112.311.02117.02
2014 (1)5000.9500.86016.97019.3405.1602.7700.8800.6500.470

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