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)671.521.52-0.2923.68-293.33-0.3412.8274.44-0.96-43.28-5.492.068.99-18.2525.399.1176.81-3.4371.8480.78-3.7666.46-128.16-0.0769.5784.44-0.1924.0-290.0-1.4687.27-106.85-3.7666.46-128.16-1.96-3.686.41
24Q2 (19)660.00.0-0.38-31.03-2.7-0.390.0-62.5-0.67-131.0336.791.89-12.9-31.2723.2710.81-0.89-12.18-39.36-222.22-11.21-63.41-113.12-0.23-21.05-130.0-0.25-31.58-4.17-11.47-110.85-66.96-11.21-63.41-113.12-22.43-2.70-15.00
24Q1 (18)660.00.0-0.2925.6458.57-0.39-30.035.0-0.2977.6958.572.17-31.97-21.0921.00-1.2749.89-8.74-1465.6333.99-6.86-94.3348.58-0.19-1050.047.22-0.1926.9258.7-5.44-364.9664.47-6.86-94.3348.58-2.69-167.1823.72
23Q4 (17)660.00.0-0.39-360.00.0-0.3077.44-57.89-1.30-42.86-136.363.1926.59-12.621.2748.12-22.740.64103.59-73.66-3.53-126.44-99.440.02104.44-77.78-0.26-360.00.0-1.17-105.490.0-3.53-126.44-99.449.12-109.73-188.37
23Q3 (16)660.00.00.15140.54160.0-1.33-454.17-62.2-0.9114.15-468.752.52-8.36-8.714.36-38.84-25.98-17.85-372.22-164.4413.35353.8667.24-0.45-350.0-136.840.1141.67162.521.32410.33192.8613.35353.8667.24-4.1893.84-197.09
23Q2 (15)660.00.0-0.3747.14-1950.0-0.2460.0-442.86-1.06-51.43-1277.782.750.0-19.5923.4867.59-12.68-3.7871.45-163.74-5.2660.57-243.32-0.172.22-150.0-0.2447.83-1300.0-6.8755.13-238.79-5.2660.57-243.32-12.33-16.17-77.89
23Q1 (14)660.00.0-0.70-79.49-1100.0-0.60-215.79-6100.0-0.70-27.27-1100.02.75-24.662.6114.01-49.11-50.12-13.24-644.86-416.75-13.34-653.67-402.49-0.36-500.0-427.27-0.46-76.92-1250.0-15.31-1208.55-380.92-13.34-653.67-402.493.79-67.75-69.48
22Q4 (13)660.00.0-0.39-56.0-250.0-0.1976.83-190.48-0.55-243.75-241.033.6532.2523.7327.5341.91-25.432.43136.0-81.66-1.77-201.72-114.110.09147.37-76.92-0.26-62.5-252.94-1.17-116.07-108.22-1.77-201.72-114.116.47-703.00-597.30
22Q3 (12)660.00.0-0.25-1350.0-516.67-0.82-1271.43-1071.43-0.16-277.78-214.292.76-19.343.0119.40-27.85-41.95-6.75-213.83-248.681.74-52.59-75.66-0.19-195.0-311.11-0.16-900.0-500.07.2847.07-21.721.74-52.59-75.664.15-710.72-335.72
22Q2 (11)660.00.00.02-71.43110.530.07600.0131.820.0928.5712.53.4227.6176.2926.89-4.27-17.695.9341.876.463.67-16.78376.620.281.8281.820.02-50.0115.384.95-9.17-22.543.67-16.78376.629.23-72.25252.38
22Q1 (10)660.00.00.07-73.08-74.070.01-95.24133.330.07-82.05-74.072.68-9.1554.0228.09-23.92-1.514.18-68.4543.644.41-64.83-65.710.11-71.79120.00.04-76.47-77.785.45-61.73-62.674.41-64.83-65.7121.85130.12152.38
21Q4 (9)660.00.00.26333.33-35.00.21400.031.250.39178.57457.142.9552.8542.5136.9210.47-20.3613.25191.85-53.8512.5475.38-49.560.39333.33-33.90.17325.0-34.6214.2453.12-60.5812.5475.38-49.5626.16232.45234.09
21Q3 (8)660.00.00.06131.58-45.45-0.0768.18-158.330.1475.0143.751.93-0.5210.9233.422.3-1.944.54-18.49-70.357.15828.57-32.030.09-18.18-66.670.04130.77-42.869.3045.54-36.997.15828.57-32.035.49-19.39-282.58
21Q2 (7)660.00.0-0.19-170.3713.64-0.22-633.338.330.08-70.37118.61.9411.4992.0832.6714.5570.075.5791.41130.340.77-94.01103.750.11120.0161.11-0.13-172.2213.336.39-56.23136.560.77-94.01103.75-2.22-101.44-376.04
21Q1 (6)660.00.00.27-32.5228.57-0.03-118.7585.710.27285.71228.571.74-15.9425.1828.52-38.4894.942.91-89.86116.0912.86-48.27183.290.05-91.53120.00.18-30.77228.5714.60-59.58181.4312.86-48.27183.291.51115.57-42.71
20Q4 (5)660.08.20.40263.6411.110.1633.33-60.00.07121.88-97.942.0718.9711.2946.3636.0312.6128.7187.5235.6824.86136.3184.830.59118.5251.280.26271.4318.1836.12144.7295.3524.86136.3184.83--0.00
20Q3 (4)660.00.00.11150.00.00.12150.00.0-0.3225.580.01.7472.280.034.0877.410.015.31183.390.010.52151.220.00.27250.00.00.07146.670.014.76184.440.010.52151.220.0--0.00
20Q2 (3)660.00.0-0.22-4.760.0-0.24-14.290.0-0.43-104.760.01.01-27.340.019.2131.310.0-18.36-1.490.0-20.54-33.030.0-0.1828.00.0-0.15-7.140.0-17.482.510.0-20.54-33.030.0--0.00
20Q1 (2)668.20.0-0.21-158.330.0-0.21-152.50.0-0.21-106.180.01.39-25.270.014.63-64.460.0-18.09-185.490.0-15.44-214.80.0-0.25-164.10.0-0.14-163.640.0-17.93-196.970.0-15.44-214.80.0--0.00
19Q4 (1)610.00.00.360.00.00.400.00.03.400.00.01.860.00.041.170.00.021.160.00.013.450.00.00.390.00.00.220.00.018.490.00.013.450.00.0--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)
2024/100.61-5.87-27.446.74-23.951.95N/A-
2024/90.65-5.87-21.196.13-23.592.061.21-
2024/80.69-5.03-14.165.48-23.861.941.29-
2024/70.7236.44-18.854.79-25.081.921.3-
2024/60.53-20.13-41.894.07-26.091.891.3-
2024/50.67-4.73-32.473.53-22.941.981.25-
2024/40.713.62-17.712.87-20.341.961.26-
2024/30.61-4.78-35.432.17-21.152.171.09-
2024/20.65-29.11-31.221.56-13.612.830.83-
2024/10.91-28.715.540.915.543.260.72-
2023/121.2818.6518.3111.21-10.343.190.77-
2023/111.0828.06-11.879.94-13.052.740.89-
2023/100.842.23-37.78.86-13.192.460.99-
2023/90.822.51-21.18.02-9.462.521.06-
2023/80.8-10.210.17.2-7.92.611.02-
2023/70.89-2.29-2.226.39-8.822.790.96-
2023/60.91-7.18-32.635.5-9.812.751.03-
2023/50.9816.09-11.484.59-3.282.791.02-
2023/40.85-10.84-10.283.6-0.762.741.04-
2023/30.951.41-12.942.752.592.751.01-
2023/20.948.7810.681.813.282.880.97-
2023/10.86-20.0816.230.8616.233.160.88-
2022/121.08-11.62-6.0912.5146.083.650.77-
2022/111.22-9.4723.4311.4354.183.610.78本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/101.3529.4666.9710.2158.923.190.88本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/91.0430.0983.638.8657.762.760.9本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/80.8-12.3132.197.8154.853.070.8本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/70.91-32.6721.467.0157.943.380.73本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/61.3621.9587.56.165.383.420.57本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/51.1117.6681.844.7459.983.150.62本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/40.95-13.4955.493.6354.292.890.68本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/31.0928.9572.492.6853.872.680.69本月營收較去年同期增加,係新增子公司之營收及客戶訂單增加
2022/20.8514.2372.341.5943.242.740.67本月營收較去年同期增加,係去年疫情影響營收減少,今年因疫情趨緩訂單回流並增加新子公司產品,因此營收較去年大幅上升
2022/10.74-35.4420.080.7420.082.880.64-
2021/121.1516.1732.338.5637.932.950.57-
2021/110.9922.4659.657.4138.842.370.71本月營收較去年同期增加,係去年疫情影響造成營收減少;今年景氣回升,本公司客戶訂單增加,因此營收較去年大幅上升
2021/100.8142.3739.356.4236.111.980.84-
2021/90.57-6.34-12.525.6135.661.930.85-
2021/80.61-19.43-6.165.0544.622.080.79-
2021/70.753.9268.664.4456.152.090.79本月營收較去年同期增加,係新增銷售微波及半導體零件產品所致
2021/60.7218.27108.063.6953.821.940.75本月營收較去年同期增加,係新增銷售微波及半導體零件產品所致
2021/50.610.6116.482.9644.621.850.79本月營收較去年同期增加,係新增銷售微波及半導體零件產品所致
2021/40.61-4.0361.912.3533.121.730.84本月營收較去年同期增加,係新增銷售微波及半導體零件產品所致
2021/30.6328.8335.521.7425.351.740.81-
2021/20.49-20.4-18.151.1120.21.980.71-
2021/10.62-28.8591.740.6291.742.110.67本月營收較去年同期增加,係新增銷售微波及半導體零件產
2020/120.8740.15101.286.21-27.342.070.66本月營收較去年同期增加,係新增銷售微波及半導體零件產品所致
2020/110.626.89-17.165.34-34.181.850.74-
2020/100.58-10.62-15.124.72-35.911.870.73-
2020/90.650.4523.664.14-38.041.740.73-
2020/80.6544.81-31.133.49-43.31.440.88-
2020/70.4528.2-35.562.84-45.491.081.18-
2020/60.3523.06-57.332.4-47.01.010.58COVID-19疫情影響
2020/50.28-24.75-70.142.05-44.741.130.52COVID-19疫情影響
2020/40.38-19.67-45.811.77-36.031.440.4-
2020/30.47-22.19-40.681.39-32.751.390.41-
2020/20.686.4963.510.92-27.871.350.42新冠肺炎疫情影響營收減少
2020/10.32-25.32-64.680.32-64.681.50.38春節工作天數減少及武漢肺炎部份延遲出貨
2019/120.43-42.32-15.488.5434.310.0N/A-
2019/110.759.5127.288.1138.660.0N/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)660.0-1.300-2.46011.21-10.3918.48-28.04-8.000-2.570-0.90-0.110-0.860
2022 (9)660.0-0.550-0.93012.5146.1425.68-23.251.74-76.611.82-79.130.22-65.620.47-52.04-0.360
2021 (8)660.00.39457.14-0.1208.5637.8433.466.567.448.938.7296.40.6452.380.9868.970.26420.0
2020 (7)668.20.07-97.94-0.1506.21-27.2831.40-29.666.83-75.454.44-82.810.42-82.350.58-75.730.05-97.6
2019 (6)618.933.3951.343.09104.648.5434.2844.6417.0727.8240.6525.8323.832.3888.892.3957.242.0863.78
2018 (5)5614.292.24261.291.51115.716.3654.3738.1318.5619.7853.120.86172.681.26137.741.52310.811.27309.68
2017 (4)490.00.6267.570.70125.814.12116.8432.169.5712.9215.467.65-15.090.53152.380.3794.740.3172.22
2016 (3)49-28.990.3700.31-26.191.95.5629.35-27.1211.19-36.099.01-54.120.21-34.380.19-50.00.18-48.57
2015 (2)6900.0000.4201.8040.27017.51019.6400.3200.3800.350

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