. 愛玩股

   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)721.4110.77-0.06-150.0-200.00.10350.0138.460.08-42.86-85.961.884.4455.3718.77-7.85371.613.79-10.19125.8-2.30-148.22-176.920.07-12.5138.89-0.04-144.44-200.0-1.83-117.13-140.31-2.30-148.22-176.9215.16175.00217.31
24Q2 (19)710.018.330.12500.0-64.71-0.0484.62-500.00.14600.0-75.01.825.8760.7120.37145.4244.884.22139.92150.544.77304.24-73.990.08153.33188.890.09350.0-57.1410.68173.1514.224.77304.24-73.9911.91310.00-137.69
24Q1 (18)710.018.330.02120.0-90.48-0.26-360.0-204.00.02-95.24-90.481.43-2.05-14.378.30-48.83-73.51-10.57-3744.83-175.181.18123.46-84.62-0.150-162.50.02128.57-84.623.91141.51-64.961.18123.46-84.629.30-73.34-110.77
23Q4 (17)719.2320.34-0.10-266.67-107.690.10138.46-92.420.42-26.32-90.871.4620.66-53.9416.22307.54-66.990.29101.97-99.21-5.03-268.23-120.730100.0-100.0-0.07-275.0-109.09-9.42-307.49-130.47-5.03-268.23-120.7314.35-174.51-1280.77
23Q3 (16)658.3310.170.06-82.35-97.3-0.26-2700.0-120.970.571.79-82.671.218.04-66.23.98-71.69-91.74-14.69-75.93-142.092.99-83.7-91.89-0.18-100.0-114.40.04-80.95-96.974.54-51.44-90.342.99-83.7-91.89-12.45-10.22-1398.00
23Q2 (15)600.03.450.3461.9-61.360.01-96.0-98.040.56166.67-48.621.12-32.93-41.3614.06-55.12-63.73-8.35-159.39-134.4518.34139.11-31.8-0.09-137.5-119.570.2161.54-58.829.35-16.22-70.3218.34139.11-31.8-40.12-10.97-88.53
23Q1 (14)601.695.260.21-83.850.00.25-81.06516.670.21-95.430.01.67-47.3245.2231.33-36.2350.6214.06-61.71767.97.67-68.4-26.110.24-79.491100.00.13-83.128.3311.16-63.91-29.147.67-68.4-26.11-29.38-62.64-37.30
22Q4 (13)590.03.511.30-41.4473.331.326.45230.04.6039.821050.03.17-11.4528.8649.132.0152.236.725.21155.8924.27-34.2139.01.17-6.4234.290.77-41.6779.0730.92-34.2155.5324.27-34.2139.037.9955.4274.79
22Q3 (12)591.7202.22152.2701.24143.1403.29201.8303.5887.43048.1624.25034.9043.98036.8937.1901.25171.7401.32158.82047.0049.21036.8937.19076.76235.66546.57
22Q2 (11)581.7500.88319.0500.51950.001.09419.0501.9166.09038.7686.35024.241396.3026.89159.0600.462200.000.51325.0031.50100.0026.89159.0606.42123.53417.50
22Q1 (10)570.000.21-72.00-0.06-115.000.21-47.501.15-53.25020.80-35.5601.62-88.71010.38-40.5500.02-94.2900.12-72.09015.75-20.77010.38-40.550-26.62-36.00-57.50
21Q4 (9)57000.75000.40000.40002.460032.280014.350017.46000.35000.430019.880017.46000.000.000.00
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)
2024/110.53-4.339.376.222.861.7N/A-
2024/100.56-8.20.895.6724.31.75N/A-
2024/90.613.9633.025.1127.531.880.64-
2024/80.58-15.7647.14.526.831.880.64-
2024/70.6914.7294.313.9224.271.890.64薄膜濾光片及光學鍍膜、半導體光學鍍膜相關產品銷量成長，使營收較去年同期增加。
2024/60.62.042.683.2215.331.80.76-
2024/50.59-1.1168.52.6210.451.740.78薄膜濾光片及光學鍍膜、精密光學元件製造相關產品銷量成長，使營收較去年同期增加
2024/40.69.1972.732.030.341.650.83精密光學元件製造及半導體光學鍍膜相關產品銷量成長，使營收較去年同期增加。
2024/30.5510.447.131.43-14.651.431.11-
2024/20.529.986.290.88-24.271.31.23-
2024/10.38-8.52-44.880.38-44.881.291.23-
2023/120.42-14.28-58.775.46-44.360.0N/A受到整體市場影響，主要客戶庫存調整，訂單延遲所致。
2023/110.49-11.74-61.175.05-42.70.0N/A受到整體市場影響，主要客戶庫存調整，訂單延遲所致。
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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)7120.340.41-90.990.08-97.365.46-44.417.69-59.27-0.5905.44-80.4-0.0300.21-93.910.3-89.01
2022 (9)593.514.551037.53.032654.559.82122.6843.43107.829.51848.8727.75433.652.91971.433.451089.662.731086.96
2021 (8)5714.00.40900.00.1104.413.7620.9076.523.1105.20983.330.1400.2900.231050.0
2020 (7)504.170.04-60.0-0.1004.25-18.5811.84-20.0-2.7700.48-45.45-0.120-0.0300.02-60.0
2019 (6)482.130.10-47.370.0005.228.7514.8024.891.8300.88-54.170.100.1455.560.05-44.44
2018 (5)470.00.190-0.1104.8-7.3411.854.04-1.6001.920-0.0800.0900.090
2017 (4)476.82-0.120-0.0305.18-14.111.39-37.0-0.450-1.110-0.020-0.060-0.060
2016 (3)4400.0000.7606.03018.0809.0708.0800.5500.4900.490

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