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)270.00.04.002.043.363.8925.0869.1312.3347.8421.964.5115.0529.9754.8616.879.228.9610.0314.2924.02-11.4-20.621.3127.1848.861.081.892.8629.52-7.58-21.6424.02-11.4-20.628.97-4.6313.19
24Q2 (19)270.00.03.92-11.3145.193.111.320.088.3488.6933.653.922.8913.6246.94-5.86-7.226.32-12.67-6.5727.11-13.7728.241.03-10.436.191.06-11.6745.2131.94-19.819.6527.11-13.7728.246.5019.00-12.00
24Q1 (18)270.00.04.4249.3224.863.07-25.3-9.974.42-66.1824.863.8110.122.4249.86-1.562.2330.14-15.88-1.6331.4435.2822.051.15-7.260.881.250.025.039.8347.5725.5331.4435.2822.054.9212.9026.70
23Q4 (17)270.00.02.96-23.51-2.954.1178.718.113.0729.28-12.923.46-0.29-7.9850.650.822.3635.8341.426.4723.24-23.25.831.2440.9116.980.8-23.81-2.4426.99-28.356.8923.24-23.25.830.149.9133.75
23Q3 (16)270.00.03.8743.330.02.30-11.2-10.1610.1162.02-15.543.470.58-12.3750.24-0.6711.8225.34-10.056.0730.2643.1414.580.88-9.28-7.371.0543.840.037.6729.3214.630.2643.1414.58-3.349.80-17.62
23Q2 (15)270.00.02.70-23.73-31.122.59-24.05-20.556.2476.27-22.963.45-7.26-11.5450.583.71-2.8228.17-8.06-13.8821.14-17.93-22.480.97-14.91-23.620.73-23.96-31.1329.13-8.19-22.0321.14-17.93-22.48-4.16-3.83-13.03
23Q1 (14)270.00.03.5416.07-15.113.41-2.013.333.54-76.42-15.113.72-1.061.0948.77-1.43-1.0830.648.15-4.7625.7617.3-16.21.147.55-3.390.9617.07-15.0431.7325.66-18.0125.7617.3-16.2-3.05-2.5616.96
22Q4 (13)270.00.03.05-21.19-19.953.4835.94-10.5415.0125.4-3.163.76-5.052.1749.4810.13-5.3228.3318.59-15.3621.96-16.85-21.771.0611.58-13.820.82-21.9-20.3925.25-23.18-23.5521.96-16.85-21.77-1.75-11.247.23
22Q3 (12)270.00.03.87-1.283.22.56-21.47-32.2811.9747.782.43.961.542.5944.93-13.68-14.423.89-26.96-31.8626.41-3.150.30.95-25.2-29.631.05-0.942.9432.87-12.02-6.2526.41-3.150.33.76-3.64-11.34
22Q2 (11)270.00.03.92-6.01.033.26-1.21-25.48.1094.242.023.95.983.1752.055.58-3.9732.711.68-14.4427.27-11.29-1.731.277.63-12.411.06-6.190.9537.36-3.467.1127.27-11.29-1.732.991.72-8.19
22Q1 (10)270.00.04.179.452.713.30-15.17-18.924.17-73.12.713.680.05.1449.30-5.66-16.1732.17-3.88-18.2930.749.51-2.11.18-4.07-14.491.139.712.7338.7017.17-1.930.749.51-2.1-2.335.52-6.13
21Q4 (9)270.00.03.811.616.873.892.918.3615.5032.5925.613.68-4.666.9852.26-0.44-10.2733.47-4.544.328.076.619.561.23-8.8911.821.030.9817.0533.03-5.7911.5528.076.619.56-1.27-0.88-5.29
21Q3 (8)270.00.03.75-3.353.023.78-13.5-5.511.6947.2328.743.862.1212.5452.49-3.15-5.3635.06-8.29-9.0126.33-5.12-8.541.35-6.92.271.02-2.863.0335.060.52-2.5826.33-5.12-8.545.06-3.89-3.06
21Q2 (7)270.00.03.88-4.4332.884.377.3735.717.9495.5746.223.788.028.1454.20-7.84-5.6438.23-2.92.1427.75-11.623.621.455.0731.821.05-4.5532.9134.88-11.580.6327.75-11.623.624.8710.0510.37
21Q1 (6)270.00.04.0624.5461.114.0713.3766.84.06-67.161.113.51.7441.758.810.980.3139.3722.6916.4431.4022.5613.691.3825.4566.271.125.061.7639.4533.2314.1231.4022.5613.691.017.051.56
20Q4 (5)270.03.853.26-10.4476.223.59-10.2554.0812.3435.957.23.440.2963.0358.245.01-0.2632.09-16.712.4325.62-11.0110.771.1-16.6766.670.88-11.1179.5929.61-17.7320.4125.62-11.0110.77--0.00
20Q3 (4)270.00.03.6424.660.04.0024.220.09.0867.220.03.4316.270.055.46-3.450.038.532.940.028.797.510.01.3220.00.00.9925.320.035.993.840.028.797.510.0--0.00
20Q2 (3)270.00.02.9215.870.03.2231.970.05.43115.480.02.9519.430.057.44-2.030.037.4310.710.026.78-3.040.01.132.530.00.7916.180.034.660.260.026.78-3.040.0--0.00
20Q1 (2)273.850.02.5236.220.02.444.720.02.52-67.90.02.4717.060.058.630.410.033.817.920.027.6219.410.00.8325.760.00.6838.780.034.5740.590.027.6219.410.0--0.00
19Q4 (1)260.00.01.850.00.02.330.00.07.850.00.02.110.00.058.390.00.031.330.00.023.130.00.00.660.00.00.490.00.024.590.00.023.130.00.0--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)
2024/111.651.8649.6115.5219.854.83N/A-
2024/101.624.5135.7713.8617.084.67N/A-
2024/91.553.4334.0512.2414.984.511.01-
2024/81.52.729.7210.6912.654.251.08-
2024/71.4613.3426.669.1910.284.061.13-
2024/61.29-1.4212.077.737.653.920.86-
2024/51.31-1.1518.486.446.813.950.86-
2024/41.320.0810.225.134.23.870.87-
2024/31.327.50.343.812.263.810.86-
2024/21.23-2.241.892.493.33.640.89-
2024/11.268.724.731.264.733.520.93-
2023/121.164.72-4.7814.1-7.783.461.09-
2023/111.1-7.55-9.112.95-8.043.461.09-
2023/101.193.19-9.8811.84-7.943.511.08-
2023/91.160.09-11.1910.65-7.713.471.19-
2023/81.160.28-14.349.49-7.273.461.19-
2023/71.150.28-11.868.33-6.23.411.21-
2023/61.154.21-14.837.18-5.223.451.31-
2023/51.1-8.03-11.856.03-3.133.621.25-
2023/41.2-8.89-7.274.92-0.933.721.21-
2023/31.329.16-4.243.721.293.721.33-
2023/21.210.472.582.414.63.621.37-
2023/11.2-1.156.711.26.713.631.37-
2022/121.21-0.02-7.0915.293.23.761.44-
2022/111.22-8.340.0414.084.23.841.4-
2022/101.331.6814.9412.864.613.981.36-
2022/91.3-3.454.1311.543.543.961.47-
2022/81.353.17-3.4510.233.474.011.45-
2022/71.31-3.088.678.884.613.911.49-
2022/61.357.85-1.837.573.943.91.64-
2022/51.25-3.2511.336.225.283.921.63-
2022/41.29-5.90.924.973.863.851.67-
2022/31.3816.950.03.684.943.681.58-
2022/21.184.514.822.38.133.611.61-
2022/11.13-13.9411.811.1311.813.651.59-
2021/121.317.6630.1714.8220.593.681.58-
2021/111.215.321.3613.5119.743.621.6-
2021/101.15-7.87-19.812.319.583.81.53-
2021/91.25-10.481.1111.1425.993.861.56-
2021/81.416.1318.279.8930.043.981.52-
2021/71.2-12.4519.718.4932.213.71.63-
2021/61.3822.3145.897.2934.533.781.7-
2021/51.12-12.298.645.9132.133.781.7-
2021/41.28-6.7632.094.7939.213.781.7-
2021/31.3822.5950.143.542.013.51.74本月營收較去年同期成長,主係客戶對前、後段測試載板需求增加所致。
2021/21.1211.4846.172.1337.23.131.94-
2021/11.010.1828.421.0128.423.012.02-
2020/121.00.3746.2212.2949.043.441.7-
2020/111.0-30.4240.3311.2849.33.681.6-
2020/101.4416.15103.7110.2850.233.861.52本月及本年度營收較去年同期成長,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/91.244.7165.138.8444.083.431.69本月營收較去年同期增加,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/81.1817.5461.647.641.153.131.85本月營收較去年同期增加,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/71.016.6819.536.4237.932.981.94-
2020/60.94-8.9141.715.4241.992.951.74-
2020/51.046.6262.364.4742.052.921.76本月較去年同期營收增加,主係市場對新產品測試需求增加,推升本公司前段及後段載板營收。
2020/40.975.9765.973.4436.892.651.94本月營收較去年同期增加,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/30.9219.3546.932.4728.072.471.54-
2020/20.77-2.0414.551.5519.042.241.7-
2020/10.7814.0723.80.7823.80.0N/A-
2019/120.69-3.6648.338.2427.240.0N/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)270.012.95-12.512.37-1.7514.1-7.7850.032.2930.002.6725.12-5.494.23-5.374.43-13.653.54-12.81
2022 (9)270.014.80-3.7712.59-21.6615.293.1748.91-10.0329.22-19.9226.58-6.184.47-17.385.13-2.664.06-3.33
2021 (8)270.015.3825.5516.0721.1914.8220.5954.36-5.2136.492.7628.334.235.4124.085.2727.64.225.75
2020 (7)273.8512.2557.0513.2665.7512.2949.1557.354.7535.5111.8827.188.294.3666.414.1363.243.3461.35
2019 (6)264.07.8033.568.0055.348.2427.1654.754.2731.7416.2625.1011.162.6248.022.5337.52.0741.78
2018 (5)258.75.8438.725.1522.046.4816.9752.51-3.3527.307.9922.5822.781.7726.431.8443.751.4643.14
2017 (4)239.524.21-43.574.22-32.595.54-17.0754.33-9.4225.28-21.5218.39-27.371.4-34.881.28-40.471.02-39.64
2016 (3)2110.537.4606.26-21.366.686.8859.98-12.0932.21-25.3925.32-27.392.15-20.372.15-21.251.69-22.48
2015 (2)1900.0007.9606.25068.23043.17034.8702.702.7302.180

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