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)631.611.61-0.2850.88-12.0-0.3049.15-11.11-1.26-28.57-1000.00.51292.3175.8622.92122.23194.6-42.5485.6825.59-40.7685.6825.94-0.2243.59-29.41-0.1848.57-12.5-40.7685.6825.94-40.7685.6825.94124.425.935.97
24Q2 (19)620.01.64-0.57-39.02-337.5-0.59-37.21-380.95-0.98-139.02-345.00.13-43.48-90.58-103.10-17987.72-449.73-297.01-191.53-2719.14-284.62-196.51-2505.92-0.39-69.57-343.75-0.35-34.62-350.0-284.62-196.51-2505.92-284.62-196.51-2505.92-53.48-115.94-164.06
24Q1 (18)621.645.08-0.41-192.86-356.25-0.43-290.91-352.94-0.410-356.250.23-63.49-77.67-0.57-102.57-101.81-101.88-628.23-949.0-95.99-547.27-1003.01-0.23-155.56-291.67-0.26-225.0-360.0-95.99-547.27-1003.01-95.99-547.27-1003.0126.87-74.43-115.83
23Q4 (17)61-1.613.39-0.1444.0-177.78-0.1159.26-152.380.00-100.0100.00.63117.24-49.622.22185.6-15.99-13.9975.53-235.04-14.8373.06-284.45-0.0947.06-169.23-0.0850.0-180.0-14.8373.06-284.45-14.8373.06-284.4519.12-80.08-84.66
23Q3 (16)621.645.08-0.25-204.17-212.5-0.27-228.57-170.00.14-65.0123.730.29-78.99-35.567.78-73.61-68.89-57.17-604.14-297.84-55.04-565.26-372.04-0.17-206.25-183.33-0.16-214.29-220.0-55.04-565.26-372.04-55.04-565.26-372.04-22.50-77.08-102.52
23Q2 (15)613.393.390.2450.0163.160.2123.53155.260.40150.0178.431.3833.98557.1429.48-6.32762.4711.34-5.5109.3411.8311.29110.040.1633.33164.00.1440.0160.8711.8311.29110.0411.8311.29110.048.1919.452.24
23Q1 (14)590.00.00.16-11.11223.080.17-19.05230.770.16139.02223.081.03-17.6505.8831.4718.98-14.8112.0015.83120.5910.6332.21120.250.12-7.69220.00.10.0242.8610.6332.21120.2510.6332.21120.2580.09156.94145.47
22Q4 (13)590.00.00.18325.0121.430.21310.0126.58-0.4130.5180.01.25177.78681.2526.455.76115.9510.36172.09103.288.04168.95102.540.13316.67125.490.1300.0120.08.04168.95102.548.04168.95102.54146.03201.97191.84
22Q3 (12)590.00.0-0.0878.9578.38-0.1073.6862.96-0.59-15.6951.240.45114.2945.1625.01662.0268.76-14.3788.1674.27-11.6690.184.18-0.0676.064.71-0.0578.2677.27-11.6690.184.18-11.6690.184.1868.91-56.68-59.31
22Q2 (11)590.00.0-0.38-192.31-11.76-0.38-192.31-26.67-0.51-292.3139.290.2123.53200.0-4.45-112.0588.15-121.37-108.2957.76-117.82-124.4660.09-0.25-150.0-19.05-0.23-228.57-15.0-117.82-124.4660.09-117.82-124.4660.0914.89-53.90-54.38
22Q1 (10)590.00.0-0.1384.5274.0-0.1383.5472.92-0.1393.6674.00.176.2541.6736.94122.28423.18-58.2781.5777.14-52.4983.4479.58-0.180.3967.74-0.0786.076.67-52.4983.4479.58-52.4983.4479.58-21.07-21.26-54.52
21Q4 (9)590.00.0-0.84-127.03-460.0-0.79-192.59-113.51-2.05-69.42-105.00.16-48.39-11.11-165.83-1218.96-1435.46-316.14-466.05-131.84-317.00-330.01-434.03-0.51-200.0-112.5-0.5-127.27-455.56-317.00-330.01-434.03-317.00-330.01-434.03147.24-67.92-91.30
21Q3 (8)590.00.0-0.37-8.8224.49-0.2710.037.21-1.21-44.05-42.350.31342.8629.1714.82139.46225.17-55.8580.5653.66-73.7275.0342.15-0.1719.0541.38-0.22-10.024.14-73.7275.0342.15-73.7275.0342.15150.5911.5923.75
21Q2 (7)590.00.0-0.3432.0-88.89-0.3037.5-76.47-0.84-68.0-133.330.07-41.67-86.54-37.56-228.61-294.51-287.35-12.74-1239.0-295.20-14.82-1289.83-0.2132.26-90.91-0.233.33-81.82-295.20-14.82-1289.83-295.20-14.82-1289.83-37.50-100.673.88
21Q1 (6)590.0-1.67-0.50-233.33-177.78-0.48-29.73-118.18-0.5050.0-177.780.12-33.33-76.92-11.43-5.83-149.83-254.87-86.91-842.57-257.10-333.12-1121.38-0.31-29.17-121.43-0.3-233.33-172.73-257.10-333.12-1121.38-257.10-333.12-1121.38-29.16-81.97-7.89
20Q4 (5)590.00.0-0.1569.3934.78-0.3713.95-131.25-1.00-17.65-96.080.18-25.0-76.32-10.808.78-148.39-136.36-13.14-1104.59-59.3653.42-275.46-0.2417.24-166.67-0.0968.9730.77-59.3653.42-275.46-59.3653.42-275.46--0.00
20Q3 (4)590.00.0-0.49-172.220.0-0.43-152.940.0-0.85-136.110.00.24-53.850.0-11.84-161.320.0-120.52-461.60.0-127.43-499.950.0-0.29-163.640.0-0.29-163.640.0-127.43-499.950.0-127.43-499.950.0--0.00
20Q2 (3)59-1.670.0-0.180.00.0-0.1722.730.0-0.36-100.00.00.520.00.019.31-15.820.0-21.4620.640.0-21.24-0.90.0-0.1121.430.0-0.110.00.0-21.24-0.90.0-21.24-0.90.0--0.00
20Q1 (2)601.690.0-0.1821.740.0-0.22-37.50.0-0.1864.710.00.52-31.580.022.942.780.0-27.04-138.870.0-21.05-33.140.0-0.14-55.560.0-0.1115.380.0-21.05-33.140.0-21.05-33.140.0--0.00
19Q4 (1)590.00.0-0.230.00.0-0.160.00.0-0.510.00.00.760.00.022.320.00.0-11.320.00.0-15.810.00.0-0.090.00.0-0.130.00.0-15.810.00.0-15.810.00.0--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)
2024/100.276.9611.431.14-61.310.68N/A配合客戶需求出貨
2024/90.2558.1816.230.87-67.820.512.54配合客戶需求出貨
2024/80.1658.12492.430.62-75.140.314.2配合客戶需求出貨
2024/70.1101.96105.770.46-81.340.196.77配合客戶需求出貨
2024/60.0519.11-89.750.36-85.130.139.9配合客戶需求出貨
2024/50.042.7-88.080.31-83.970.168.08配合客戶需求出貨
2024/40.04-48.5-92.520.27-83.010.149.26配合客戶需求出貨
2024/30.08277.13-84.420.23-77.970.236.01配合客戶需求出貨
2024/20.02-83.17-93.290.15-71.570.178.11配合客戶需求出貨
2024/10.13494.78-37.60.13-37.60.512.65配合客戶出貨
2023/120.02-94.23-96.093.3360.560.631.96配合客戶需求出貨
2023/110.3751.73-23.343.31115.710.821.49配合客戶需求出貨
2023/100.2411.584.442.94178.640.482.54配合客戶需求出貨
2023/90.22706.2210.342.7227.460.294.72配合客戶需求出貨
2023/80.03-45.07-71.12.48295.190.562.46配合客戶需求出貨
2023/70.05-89.94-69.432.46358.690.891.56配合客戶需求出貨
2023/60.4938.52857.832.41540.831.380.77配合客戶需求出貨
2023/50.35-35.58158.121.92491.371.410.75配合客戶需求出貨
2023/40.546.452718.581.57730.621.370.77配合客戶需求出貨
2023/30.5162.45388.31.03504.641.030.95配合客戶需求出貨
2023/20.3156.491058.10.52691.571.060.93配合客戶需求出貨
2023/10.2-62.73429.380.2429.381.220.8配合客戶需求出貨
2022/120.5412.98977.212.07212.791.250.69配合客戶需求出貨
2022/110.48106.741739.61.53150.270.910.95配合客戶需求出貨
2022/100.2317.88169.021.0679.920.521.65配合客戶需求出貨
2022/90.2111.08804.520.8264.630.453.5配合客戶需求出貨
2022/80.09-41.9-16.230.6331.170.35.17-
2022/70.16215.21-8.090.5445.440.354.53-
2022/60.05-62.66131.430.3893.360.217.19配合客戶需求出貨
2022/50.14603.36562.870.3388.520.265.69配合客戶出貨
2022/40.02-81.55-37.890.1924.540.159.78-
2022/30.1285.28128.980.1740.610.177.53配合客戶出貨
2022/20.03-28.4632.050.07-13.20.1211.1配合客戶調整出貨
2022/10.04-24.17-30.290.04-30.290.1111.22配合客戶調整出貨
2021/120.0592.95-21.040.66-54.350.166.85配合客戶調整出貨
2021/110.03-69.76-55.630.61-55.870.138.31配合客戶調整出貨
2021/100.09296.3555.520.59-55.880.225.08配合客戶調整出貨
2021/90.02-80.45-72.630.5-60.710.314.53配合客戶調整出貨
2021/80.11-36.26175.730.48-59.920.314.53配合客戶需求調整出貨
2021/70.17693.7948.40.37-68.120.226.42配合客戶需求調整出貨
2021/60.026.92-89.050.19-81.280.0718.36受疫情影響,配合客戶暫緩出貨。
2021/50.02-34.1-92.290.17-79.420.113.87受疫情影響,配合客戶暫緩出貨。
2021/40.03-32.0-45.40.15-73.430.113.85配合客戶需求調整出貨
2021/30.05122.19-14.620.12-76.530.1210.92配合客戶需求調整出貨
2021/20.02-62.24-93.870.08-83.720.149.52配合客戶需求調整出貨
2021/10.05-14.11-56.510.05-56.510.187.48配合客戶需求調整出貨
2020/120.068.41-77.891.45-55.70.187.9配合客戶需求調整出貨
2020/110.065.99-70.781.39-53.570.197.25配合客戶需求調整出貨
2020/100.06-30.25-79.871.33-52.330.178.01配合客戶需求調整出貨
2020/90.0896.96-67.051.28-49.330.245.49配合客戶需求調整出貨
2020/80.04-65.69-86.961.2-47.460.363.63配合客戶需求調整出貨
2020/70.12-41.47-63.071.16-41.260.582.23配合客戶需求調整出貨
2020/60.2-24.724.531.04-37.070.522.52-
2020/50.27366.91-35.080.84-43.720.383.5-
2020/40.066.32-71.310.57-47.00.452.95配合客戶需求調整出貨
2020/30.05-84.05-88.120.52-41.520.522.5配合客戶需求調整出貨
2020/20.34168.0951.420.467.430.751.72UPS用電池系統組開始交貨
2020/10.13-56.34-39.60.13-39.60.612.1-
2019/120.2943.31-28.573.28316.510.0N/AUPS用電池系統組開始交貨
2019/110.2-26.9940.812.99676.870.0N/AUPS用電池系統組開始交貨
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)613.390.0000.0203.3360.8726.8212.080.7500.5600.0300.02000
2022 (9)590.0-0.410-0.3802.07213.6423.930-13.690-13.690-0.280-0.280-0.240
2021 (8)590.0-2.050-1.8300.66-54.48-39.920-181.420-191.170-1.20-1.270-1.210
2020 (7)590.0-1.000-1.1701.45-55.7911.85-46.57-53.600-43.130-0.780-0.630-0.590
2019 (6)595.36-0.510-0.4603.28315.1922.180-8.090-8.530-0.270-0.280-0.30
2018 (5)560.0-2.730-1.3800.79338.89-5.680-115.660-199.760-0.910-1.570-1.530
2017 (4)561.82-3.030-1.7600.18-89.66-101.610-650.520-976.400-1.170-1.760-1.70
2016 (3)551.85-0.970-0.8601.74141.6722.090-34.000-34.200-0.590-0.60-0.540
2015 (2)540.0-1.480-1.8400.72-24.21-1.910-165.710-116.380-1.20-0.840-0.80
2014 (1)5410.2-2.500-2.3500.95-5.02.340-156.170-143.270-1.490-1.360-1.360

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