. 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)420.016.670.09-71.88-88.46-0.43-304.76-156.581.994.74-58.9710.95-25.51-23.812.9025.24-9.54-1.73-333.78-152.910.34-63.04-82.65-0.19-272.73-140.430.04-71.43-85.710.27-75.23-90.970.34-63.04-82.65-5.02-75.88-193.56
24Q2 (19)422.4416.670.32-79.87-85.840.21-82.35-89.231.9019.5-53.3214.715.48-2.7110.30-41.74-45.870.74-86.35-90.840.92-82.03-83.030.11-84.06-90.980.14-78.46-82.931.09-83.53-86.530.92-82.03-83.03-0.98-52.44-61.72
24Q1 (18)4110.8113.891.59-25.0-12.151.19-41.09-28.741.59-76.89-12.1512.73-17.44-19.7917.6825.75-0.115.4235.84-11.445.121.3923.970.6913.11-28.870.65-16.67-1.526.6288.613.165.121.3923.97-5.0773.3962.35
23Q4 (17)372.782.782.12171.79-1.852.02165.79-4.726.8841.8634.915.427.31-5.6914.06-1.4-12.623.9922.02-38.995.05157.655.650.6129.79-42.990.78178.570.03.5117.39-40.315.05157.655.651.2053.1552.38
23Q3 (16)360.00.00.78-65.4985.710.76-61.0352.04.8519.1664.9714.37-4.9-6.214.26-25.0729.053.27-59.5382.681.96-63.8497.980.47-61.4874.070.28-65.8586.672.99-63.04115.111.96-63.8497.98-4.85-20.31-22.13
23Q2 (15)360.00.02.2624.8686.781.9516.7739.294.07124.8661.5115.11-4.79-22.7519.037.5167.678.0832.0392.385.4231.23143.051.2225.7748.780.8224.2486.368.0938.29137.945.4231.23143.05-3.874.33-2.23
23Q1 (14)360.00.01.81-16.238.171.67-21.2346.491.81-64.5138.1715.87-2.94-2.417.7010.0158.186.12-6.4256.124.13-13.641.440.97-9.3551.560.66-15.3837.55.85-0.5150.394.13-13.641.441.89199.05151.38
22Q4 (13)360.002.16414.2902.12324.005.1073.47-26.0916.356.72016.0945.6106.54265.3604.78382.8301.07296.300.78420.005.88323.0204.78382.830-7.48174.50129.85
22Q3 (12)360.000.42-65.2900.50-64.2902.9416.67015.32-21.68011.05-2.6401.79-57.3800.99-55.6100.27-67.0700.15-65.9101.39-59.1200.99-55.610-0.69-36.46-20.74
22Q2 (11)360.001.21-7.6301.4022.8102.5292.37019.5620.3011.351.4304.207.1402.23-23.6300.8228.1200.44-8.3303.40-12.602.23-23.63010.15-3.8111.40
22Q1 (10)36001.31001.14001.31-81.01016.260011.19003.92002.92000.64000.48003.89002.92000.000.000.00
21Q4 (9)0000.00000.00006.90000000.00000.00000.00000000000.00000.00000.000.000.00
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)
2024/114.76-6.84-12.248.25-13.1413.02N/A-
2024/105.1161.616.8643.49-13.2411.68N/A-
2024/93.16-7.38-40.7638.38-15.3610.950.92-
2024/83.41-22.1-35.3735.22-11.9812.110.83-
2024/74.381.2816.731.81-8.4212.810.79-
2024/64.325.38-28.3327.43-11.4714.70.69-
2024/54.1-34.61-10.3623.11-7.3915.910.64-
2024/46.2813.4139.3519.01-6.7215.510.66-
2024/35.5349.4439.2912.73-19.7912.731.14-
2024/23.75.9-11.797.2-39.5112.421.17-
2024/13.5-33.08-54.623.5-54.6214.141.03本月營收較去年同期減少，主係因去年AI及散熱解決方案量產出貨帶動當月營收升高，以及本月客戶庫存調整，使訂單延遲所致。
2023/125.22-3.582.3560.77-9.9515.420.8-
2023/115.4213.45.655.55-10.950.0N/A-
2023/104.78-10.41-21.8350.13-12.440.0N/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)372.786.6229.86.4023.3160.77-9.9616.2931.485.3929.884.1752.753.2817.143.1226.322.5336.76
2022 (9)360.05.10-26.095.1948.2967.4929.4912.39-0.964.1534.32.73-43.012.873.912.47-6.441.85-26.0
2021 (8)360.06.9003.50052.1252.812.5117.913.0904.7901.6102.6402.50
2020 (7)360-0.540-0.17034.11010.610-0.340-0.570-0.120-0.250-0.20

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