. 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)340.06.250.6488.24120.690.59126.92145.831.3195.52-28.420.9811.3615.2949.0328.4516.4926.0192.81102.122.1469.53100.00.26116.67136.360.22100.0144.4427.9771.38102.3922.1469.53100.017.6544.1263.46
24Q2 (19)340.09.680.340.0-58.540.260.0-64.860.6797.06-56.770.8823.94-19.2738.17-11.05-27.1113.49-13.14-52.513.06-19.43-43.830.129.09-61.290.11-8.33-56.016.32-19.45-43.4313.06-19.43-43.83-5.76-31.32-32.90
24Q1 (18)346.259.680.34-62.64-53.420.26-65.79-60.00.34-87.41-53.420.71-35.45-33.6442.91-16.11-11.6915.53-43.69-40.3416.21-39.01-23.680.11-63.33-60.710.12-58.62-47.8320.26-33.62-23.6316.21-39.01-23.68-3.0275.5775.44
23Q4 (17)320.03.230.91213.79-34.530.76216.67-39.682.7047.54-26.431.129.41-22.5451.1521.53-11.1827.58114.3-26.9626.58140.11-11.990.3172.73-44.440.29222.22-32.5630.52120.84-19.1326.58140.11-11.993.7074.5874.55
23Q3 (16)323.233.230.29-64.63-68.130.24-67.57-70.731.8318.06-19.740.85-22.02-22.7342.09-19.63-20.2112.87-54.68-60.1711.07-52.39-56.790.11-64.52-68.570.09-64.0-67.8613.82-52.1-56.8511.07-52.39-56.79-10.07-26.15-26.86
23Q2 (15)310.00.00.8212.33-5.750.7413.85-2.631.55112.3312.321.091.871.8752.377.783.5428.409.1-9.4423.259.46-7.660.3110.71-6.060.258.7-7.4128.858.74-9.5323.259.46-7.66-11.39-17.57-17.28
23Q1 (14)310.00.00.73-47.4843.140.65-48.4147.730.73-80.1143.141.07-24.6535.4448.59-15.635.226.03-31.066.5921.24-29.675.360.28-48.1547.370.23-46.5143.7526.53-29.75.2821.24-29.675.362.222.642.62
22Q4 (13)310.00.01.3952.75-22.781.2653.66-23.643.6760.9625.681.4229.09-30.7357.599.186.237.7616.8711.9130.2017.8811.150.5454.29-21.740.4353.57-23.2137.7417.8311.3930.2017.8811.1515.9528.6830.77
22Q3 (12)310.000.914.600.827.8902.2865.2201.12.8052.754.29032.313.03025.621.7500.356.0600.283.7032.030.44025.621.75019.1237.5940.31
22Q2 (11)310.00.00.8770.59-22.320.7672.73-26.211.38170.5923.211.0735.44-31.8550.589.53.831.3628.4215.6825.1824.914.140.3373.68-23.260.2768.75-22.8631.8926.5516.8625.1824.914.14-13.01-0.54-0.30
22Q1 (10)310.000.51-71.6700.44-73.3300.51-82.5300.79-61.46046.19-14.83024.42-27.62020.16-25.800.19-72.4600.16-71.43025.20-25.62020.16-25.80-30.73-35.84-36.66
21Q4 (9)31001.80001.65002.920-0.682.050054.230033.740027.17000.69000.560033.880027.1700-50.00-50.00-50.00
21Q3 (8)0-100.000.00-100.000.00-100.000.00-100.000-100.000.00-100.000.00-100.000.00-100.000-100.000-100.000.00-100.000.00-100.00-50.00-50.00-50.00
21Q2 (7)31001.12001.03001.12001.570048.730027.110022.06000.43000.350027.290022.06000.000.000.00
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)
2024/110.5574.8644.73.43-4.541.21N/A-
2024/100.31-10.9152.782.89-10.320.98N/A本期半導體零組件及散熱相關產品營收較去年同期成長所致。
2024/90.359.29-2.842.57-14.610.981.79-
2024/80.322.8524.042.22-16.210.91.95-
2024/70.3115.9533.571.9-20.560.891.98-
2024/60.27-11.82-32.81.59-26.420.881.83-
2024/50.311.59-12.051.32-24.970.821.95-
2024/40.340.81-12.181.02-28.140.752.13-
2024/30.21-9.75-34.010.71-33.240.712.07-
2024/20.24-10.62-42.060.5-32.911.021.45-
2024/10.26-48.81-21.90.26-21.91.161.28-
2023/120.5236.871.914.11-5.881.11.38-
2023/110.3884.62-18.063.6-6.910.941.61-
2023/100.2-43.34-54.993.22-5.40.821.84因半導體產業景氣不佳使客戶備貨意願降低，且部份標案訂單擬調整於年底前出貨影響，使今年單月營收較去年同期減少較多。
2023/90.3639.53-12.143.012.240.0N/A-
2023/80.2610.75-19.632.654.570.0N/A-
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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)323.232.69-26.12.41-27.414.11-5.9548.93-6.9924.34-24.9521.09-18.951.0-29.581.05-26.570.87-23.68
2022 (9)310.03.6427.273.3226.724.3720.7252.611.4732.435.0926.024.291.4226.791.4327.681.1426.67
2021 (8)3140.912.86-0.692.6237.173.6229.2951.859.6930.867.4124.9510.111.1238.271.1240.00.940.62
2020 (7)2246.672.8801.91558.622.893.147.2777.4428.73201.4722.66288.010.81478.570.8566.670.64700.0
2019 (6)1500.0000.2901.45026.6409.5305.8400.1400.1200.080

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