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)891.141.140.20-37.581.820.16-23.81164.00.5852.63190.623.484.528.8920.45-6.75101.485.45-17.17161.245.10-40.7746.550.19-13.64179.170.18-37.93100.06.63-31.72172.845.10-40.7746.5517.29251.2599.86
24Q2 (19)880.00.00.32540.0194.120.21223.53161.760.38660.0151.353.3330.0843.5321.93101.75316.136.58207.52147.858.61389.2165.980.22237.5168.750.29480.0196.679.71514.56170.528.61389.2165.9822.70325.56137.48
24Q1 (18)880.00.00.05111.11112.5-0.1751.4362.220.05104.59112.52.5615.3216.8910.87259.8521640.0-6.1278.6168.761.76109.84110.87-0.1674.662.790.05112.5113.891.58104.85108.841.76109.84110.87-1.23-198.995.71
23Q4 (17)880.06.02-0.45-509.09-40.62-0.35-40.0-133.33-1.09-70.31-186.512.22-17.785.71-6.80-167.0-154.62-28.61-221.46-120.93-17.89-614.08-44.04-0.63-162.5-133.33-0.4-544.44-53.85-32.57-1440.33-71.42-17.89-614.08-44.04-0.70-188.37-6.77
23Q3 (16)880.06.020.11132.35-64.52-0.2526.47-2400.0-0.6413.51-139.752.716.3813.4510.1592.6-49.35-8.9035.27-2382.053.48126.67-67.99-0.2425.0-2500.00.09130.0-65.382.43117.65-79.113.48126.67-67.9911.1673.6725.45
23Q2 (15)880.010.0-0.3415.0-156.67-0.3424.44-175.56-0.74-85.0-156.492.325.94-25.885.2710440.0-80.62-13.7529.81-216.33-13.0519.39-185.13-0.3225.58-186.49-0.316.67-162.5-13.7722.99-194.83-13.0519.39-185.135.12-5.00-87.78
23Q1 (14)886.0210.0-0.40-25.0-156.34-0.45-200.0-232.35-0.40-131.75-156.342.194.29-35.590.05-99.6-99.82-19.59-51.27-246.3-16.19-30.35-197.3-0.43-59.26-195.56-0.36-38.46-163.16-17.885.89-183.75-16.19-30.35-197.3-3.73-114.11-800.00
22Q4 (13)830.03.75-0.32-203.23-159.26-0.15-1400.0-135.711.26-21.74-44.02.1-11.76-37.512.45-37.87-55.76-12.95-3420.51-191.33-12.42-214.26-197.26-0.27-2800.0-156.25-0.26-200.0-160.47-19.00-263.37-218.01-12.42-214.26-197.26-17.86-125.78-751.11
22Q3 (12)833.753.750.31-48.33-55.71-0.01-102.22-101.671.6122.9-5.852.38-23.96-32.3920.04-26.32-39.240.39-96.7-97.8210.87-29.09-31.380.01-97.3-98.410.26-45.83-53.5711.63-19.9-38.410.87-29.09-31.38-15.95-31.91-34.94
22Q2 (11)800.00.00.60-15.49-16.670.4532.35-34.781.3184.5129.73.13-7.94-3.127.20-0.58-17.9711.82-11.73-43.6315.33-7.87-13.680.37-17.78-45.590.48-15.79-15.7914.52-31.99-26.2615.33-7.87-13.68-3.388.006.65
22Q1 (10)800.00.00.7131.48144.830.34-19.0530.770.71-68.44144.833.41.1928.7927.36-2.7715.8313.39-5.5753.5616.6430.3188.660.45-6.2595.650.5732.56147.8321.3532.61140.9716.6430.3188.66-1.684.31-24.52
21Q4 (9)800.00.00.54-22.8625.580.42-30.0133.332.2531.58341.183.36-4.55-32.1228.14-14.6848.0314.18-20.83268.3112.77-19.3883.210.48-23.81152.630.43-23.2122.8616.10-14.72107.7412.77-19.3883.212.22-12.82-21.52
21Q3 (8)800.000.70-2.7800.60-13.0401.7169.3103.528.98032.98-0.54017.91-14.59015.84-10.8100.63-7.3500.56-1.75018.88-4.11015.84-10.81015.6772.7576.17
21Q2 (7)800.000.72148.2800.69165.3801.01248.2803.2322.35033.1640.39020.97140.48017.76101.3600.68195.6500.57147.83019.69122.23017.76101.360-12.1657.86104.91
21Q1 (6)800.000.29-32.5600.2644.4400.29-43.1402.64-46.67023.6224.2508.72126.4908.8226.5400.2321.0500.23-34.2908.8614.3208.8226.540-23.34-16.2822.22
20Q4 (5)80000.43000.18000.51004.950019.01003.85006.97000.19000.35007.75006.9700--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)
2024/100.92-12.5226.4110.2929.63.22N/A-
2024/91.05-16.0728.139.3729.923.480.81-
2024/81.256.9332.078.3230.153.550.8-
2024/71.174.4126.457.0629.813.440.82-
2024/61.12-2.330.455.8930.53.330.88-
2024/51.158.535.814.7730.523.170.92-
2024/41.069.7572.063.6228.922.711.08與去年同期比較營收增加約72%,主要係因市場終端需求回溫及去年同期為較低基期所致。
2024/30.9639.9913.712.5616.832.561.07-
2024/20.69-24.29-2.281.618.82.311.18-
2024/10.9127.3241.990.9141.992.41.14-
2023/120.71-8.0-1.759.43-14.332.221.34-
2023/110.786.7811.748.71-15.222.321.28-
2023/100.73-11.337.157.94-17.182.51.19-
2023/90.82-13.487.577.21-19.032.71.25-
2023/80.952.3825.716.39-21.532.731.24-
2023/70.937.727.185.44-26.352.631.28-
2023/60.861.7-10.654.51-30.82.321.48-
2023/50.8537.45-23.793.65-34.282.311.49-
2023/40.62-27.46-41.722.81-36.92.171.58-
2023/30.8520.3-32.582.19-35.42.191.57-
2023/20.79.99-27.171.35-37.062.071.66-
2023/10.64-11.9-45.240.64-45.242.061.67-
2022/120.734.63-32.8611.01-13.632.11.81-
2022/110.72.39-40.7510.28-11.842.141.78-
2022/100.68-10.98-38.369.58-8.612.21.73-
2022/90.761.1-36.748.9-5.112.381.52-
2022/80.75-12.71-34.628.14-0.452.581.4-
2022/70.86-10.2-25.487.395.152.941.23-
2022/60.96-13.24-14.256.5211.213.131.15-
2022/51.115.1-2.35.5617.243.421.05-
2022/41.06-16.088.874.4523.43.281.1-
2022/31.2629.9626.653.428.733.40.99-
2022/20.97-17.2944.912.1430.03.221.04-
2022/11.177.9919.81.1719.83.430.98-
2021/121.08-7.6514.5612.7443.613.360.99-
2021/111.176.5135.8711.6647.083.480.95-
2021/101.1-8.6325.4410.4948.453.460.96-
2021/91.214.4854.879.3851.713.520.93與去年同期比較營收增加,主要係因推廣新產品通路奏效,市場需求增加所致。
2021/81.15-0.5156.948.1851.263.440.95與去年同期比較營收增加,主要係因終端市場需求增加所致。
2021/71.163.3354.057.0350.373.420.95-
2021/61.12-1.1535.885.8749.663.230.94-
2021/51.1417.1352.514.7453.343.10.97-
2021/40.97-2.3732.113.6153.62.631.15-
2021/30.9948.739.252.6463.372.640.96-
2021/20.67-31.6242.221.6482.452.590.98與去年同期比較營收增加,主要係因推廣新產品通路奏效,市場需求增加所致。
2021/10.983.27126.190.98126.192.790.91與去年同期比較營收增加,主要係因推廣新產品通路奏效,市場需求增加所致。
2020/120.959.52108.318.8791.032.690.89營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/110.86-1.6682.457.9389.162.520.95營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/100.8812.7986.797.0690.012.391.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/90.785.8886.596.1990.482.270.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/80.74-2.3477.585.4191.052.310.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/70.75-8.8579.894.6793.362.320.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/60.8310.94122.393.9296.182.30.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/50.741.46129.083.0990.192.190.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/40.732.89295.852.3580.481.920.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/30.7151.8861.881.6144.71.610.0營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/20.478.7355.680.933.490.0N/A營收較去年同期增加主係109年度景氣明顯回溫,各項電子零組件需求增加所致。
2020/10.430.015.580.4315.580.0N/A-
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/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)886.02-1.090-1.3609.43-14.352.61-88.59-17.220-10.200-1.620-1.370-0.960
2022 (9)833.751.25-44.20.61-68.5611.01-13.5822.88-23.255.10-67.729.47-32.650.56-72.141.06-48.791.04-41.9
2021 (8)800.02.24339.221.94592.8612.7443.6329.8154.1415.80335.2614.06205.652.01528.122.07331.251.79336.59
2020 (7)8012.680.5100.2808.8791.1619.34145.123.6304.6000.3200.4800.410
2019 (6)712.9-0.950-0.8504.64-18.027.89-70.3-16.670-14.470-0.770-0.680-0.670
2018 (5)6900.0000.4905.66026.5709.93013.3400.5600.8800.760

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