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)6541.241.240.09-50.0-94.580.18143.9-82.350.04180.0-99.4891.9213.19-10.125.85158.85-60.661.36153.33-86.510.64-56.16-93.921.25160.39-87.880.59-50.42-94.520.73-66.97-94.830.64-56.16-93.9213.7762.50102.97
24Q2 (19)6460.00.00.18175.0-92.59-0.4162.04-125.63-0.0579.17-100.8381.2114.36-19.862.26142.16-88.09-2.5577.19-117.891.46167.91-90.59-2.0773.93-114.341.19178.29-92.432.21165.0-88.651.46167.91-90.59-4.6928.27-54.51
24Q1 (18)6460.00.0-0.24-118.46-106.67-1.08-171.05-130.17-0.24-102.67-106.6771.01-23.74-43.56-5.36-149.13-118.14-11.18-250.88-144.44-2.15-123.73-111.63-7.94-215.07-125.09-1.52-118.03-106.54-3.40-158.32-113.58-2.15-123.73-111.63-16.35-70.08-61.02
23Q4 (17)6460.00.01.30-21.69-83.691.5249.02-81.889.0016.88-70.0593.11-8.96-47.4110.91-26.63-74.327.41-26.49-81.159.06-13.88-68.866.9-33.07-90.098.43-21.65-83.635.83-58.68-84.429.06-13.88-68.86-4.02-26.696.39
23Q3 (16)6460.00.01.66-31.69-80.561.02-36.25-85.247.7027.69-65.13102.270.92-40.5214.87-21.61-63.5210.08-29.26-73.1110.52-32.22-67.2110.31-28.6-84.0110.76-31.6-80.514.11-27.53-67.4210.52-32.22-67.21-9.26-32.09-45.78
23Q2 (15)6460.00.02.43-32.5-67.731.60-55.31-74.886.0367.5-55.47101.34-19.45-33.2718.97-35.8-51.5214.25-43.36-59.7915.52-16.02-51.5514.44-54.38-73.1715.73-32.34-67.6619.47-22.21-51.3515.52-16.02-51.55-24.20-43.66-56.32
23Q1 (14)6460.00.03.60-54.83-40.13.58-57.33-32.23.60-88.02-40.1125.81-28.94-13.629.55-30.45-20.225.16-36.0-23.4618.48-36.47-30.7131.65-54.53-33.8723.25-54.85-40.1425.03-33.09-30.118.48-36.47-30.71-12.99-30.75-17.95
22Q4 (13)6460.00.07.97-6.6744.918.3921.4250.3630.0536.183.46177.042.9619.8342.494.2427.9839.314.8532.5429.09-9.3220.9169.67.9758.8351.5-6.6544.9137.41-13.6228.9629.09-9.3220.918.103.3714.95
22Q3 (12)6460.00.08.5413.4177.186.918.4854.9322.0863.07102.94171.9513.2321.8340.764.1730.5237.495.7836.3832.080.1645.4264.4619.7766.1855.1713.4377.2243.318.2250.0732.080.1645.428.7619.3514.56
22Q2 (11)6460.00.07.5325.29109.176.3720.6480.4513.54125.29123.43151.864.2921.6339.135.6744.9835.447.8253.8932.0320.171.7453.8212.4587.248.6425.23108.8440.0211.7672.7232.0320.171.741.4317.287.63
22Q1 (10)6460.00.06.019.27145.315.28-5.38133.636.01-63.31145.31145.62-1.4334.1437.0311.5482.6832.8710.82105.6926.6710.8582.6747.869.22176.0138.849.29145.0535.8123.44110.926.6710.8582.671.6211.699.87
21Q4 (9)6460.00.05.5014.11168.295.5825.11155.9616.3850.55188.89147.744.6834.4833.206.3193.2529.667.89125.2124.069.0799.6743.8212.97203.0435.5414.17168.6329.010.52136.6224.069.0799.678.8724.0025.73
21Q3 (8)6460.00.04.8233.89199.384.4626.35150.5610.8879.54199.72141.1413.0534.3431.2315.7193.3727.4919.37125.8822.0618.28122.1638.7934.92203.5231.1333.66198.4728.8624.56161.4122.0618.28122.1614.0340.4141.27
21Q2 (7)6460.00.03.6046.94179.073.5356.19159.566.06147.35201.49124.8515.0137.1426.9933.1577.6823.0344.12111.6718.6527.74103.8328.7565.8190.1123.2946.94179.5923.1736.45125.8318.6527.74103.836.9233.2329.93
21Q1 (6)6460.00.02.4519.51240.282.263.67402.222.45-56.79240.28108.56-1.1837.1220.2717.99104.7515.9821.34222.8314.6021.16147.4617.3419.92342.3515.8519.8239.416.9838.5139.1514.6021.16147.461.7023.4213.07
20Q4 (5)6460.00.02.0527.33376.742.1822.47257.385.6756.21081.25109.864.5725.217.186.3872.1413.178.22148.4912.0521.35277.7414.4613.15210.9713.2326.85372.512.2611.05208.8212.0521.35277.74--0.00
20Q3 (4)6460.00.01.6124.810.01.7830.880.03.6380.60.0105.0615.40.016.156.320.012.1711.860.09.938.520.012.7828.960.010.4325.210.011.047.60.09.938.520.0--0.00
20Q2 (3)6460.00.01.2979.170.01.36202.220.02.01179.170.091.0414.990.015.1953.430.010.88119.80.09.1555.080.09.91152.810.08.3378.370.010.2644.510.09.1555.080.0--0.00
20Q1 (2)6460.00.00.7267.440.00.45-26.230.00.7250.00.079.17-9.780.09.90-0.80.04.95-6.60.05.9084.950.03.92-15.70.04.6766.790.07.1078.840.05.9084.950.0--0.00
19Q4 (1)6460.00.00.430.00.00.610.00.00.480.00.087.750.00.09.980.00.05.300.00.03.190.00.04.650.00.02.80.00.03.970.00.03.190.00.0--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)
2024/1125.77-1.48-15.05296.06-25.1981.62N/A-
2024/1026.16-11.88-27.33270.29-26.0386.83N/A-
2024/929.69-4.15-15.65244.13-25.8991.920.43-
2024/830.98-0.88-8.19214.44-27.1189.680.44-
2024/731.2513.85-6.24183.47-29.5685.70.46-
2024/627.451.69-11.03152.21-32.9881.210.48-
2024/526.990.87-19.14124.76-36.4380.420.49-
2024/426.760.36-27.8597.77-39.9872.150.54-
2024/326.6642.38-38.9271.01-43.5571.010.52-
2024/218.73-26.89-54.4344.34-46.0271.110.52本月營收較去年同期減少達54.43%,因地緣政治影響需求,致營業額減少。
2024/125.62-4.29-37.625.62-37.682.720.45-
2023/1226.77-11.78-53.4422.53-34.6493.110.42因地緣政治影響IC載板需求,致銷售減少。
2023/1130.34-15.72-49.04395.76-32.81101.540.38-
2023/1036.02.28-40.05365.42-30.98104.940.37-
2023/935.24.31-40.41329.42-29.82102.270.47-
2023/833.741.21-41.38294.22-28.397.930.5-
2023/733.348.03-39.73260.48-26.1697.580.5-
2023/630.86-7.57-44.11227.14-23.64101.340.47-
2023/533.39-9.99-36.15196.29-18.97114.130.42-
2023/437.09-15.02-16.35162.9-14.24121.840.39-
2023/343.656.22-16.05125.81-13.6125.810.42-
2023/241.090.09-0.2782.15-12.24139.590.38-
2023/141.06-28.52-21.6541.06-21.65158.040.34-
2022/1257.44-3.5317.02646.4723.77177.040.33-
2022/1159.55-0.8425.01589.0324.47178.670.32-
2022/1060.051.6617.69529.4824.41176.690.33-
2022/959.072.6131.04469.4325.33171.950.35-
2022/857.574.0621.84410.3624.55168.10.36-
2022/755.320.1713.32352.7925.0162.830.37-
2022/655.225.5930.04297.4727.44151.860.37-
2022/552.2917.9127.55242.2626.87148.640.38-
2022/444.35-14.727.13189.9626.68137.560.41-
2022/352.026.1934.51145.6234.13145.620.36-
2022/241.21-21.3534.3293.6133.93142.70.37-
2022/152.46.7633.6152.433.61149.120.35-
2021/1249.083.0431.54522.2835.61147.740.36-
2021/1147.63-6.6530.4473.236.04143.730.37-
2021/1051.0213.1941.64425.5736.71143.350.37-
2021/945.08-4.5829.1374.5436.06141.140.38-
2021/847.25-3.229.92329.4737.07138.520.38-
2021/748.8114.9544.5282.2238.35132.270.4-
2021/642.463.5730.9233.4137.13124.850.43-
2021/540.99-0.9640.25190.9538.59121.050.44-
2021/441.397.0640.91149.9538.14110.730.48-
2021/338.6626.0225.23108.5637.12108.560.49-
2021/230.68-21.7730.6269.944.72107.210.49-
2021/139.225.158.0739.2258.07113.060.47本期電路板產品銷售量較去年同期增加影響
2020/1237.312.1523.81385.1323.85109.860.45-
2020/1136.531.3930.55347.8223.86107.470.46-
2020/1036.023.1621.54311.2923.12107.30.46-
2020/934.92-3.9720.22275.2723.33105.060.47-
2020/836.367.6532.26240.3523.79102.580.48-
2020/733.784.1321.66203.9922.495.440.52-
2020/632.4410.9723.7170.2122.5491.040.51-
2020/529.23-0.4910.39137.7722.2789.480.52-
2020/429.38-4.8425.55108.5425.9283.730.55-
2020/330.8731.4441.3779.1726.0679.170.56-
2020/223.49-5.3343.3548.317.978.430.57-
2020/124.81-17.670.9424.810.940.0N/A-
2019/1230.147.7127.07310.947.840.0N/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)6460.09.00-70.047.71-71.4422.53-34.6419.35-51.6414.98-58.9313.77-54.1563.3-73.1571.07-71.9858.17-70.04
2022 (9)6460.030.0483.5126.9670.2646.4723.7840.0140.3936.4748.0130.0348.22235.7583.16253.6293.68194.1683.48
2021 (8)6460.016.37188.7115.84175.0522.2835.6128.5090.7624.64130.9320.26112.82128.71213.32130.95227.13105.82188.65
2020 (7)6460.05.671081.255.760385.1323.8614.94185.6610.674539.139.52861.6241.085685.9240.03939.7436.661090.26
2019 (6)6460.00.480-0.010310.947.845.23332.230.2300.9900.7103.8503.080
2018 (5)6460.0-0.900-1.810288.338.31.210-4.110-2.030-11.860-5.840-5.840
2017 (4)6460.0-3.030-2.770266.23-8.73-1.150-6.790-7.350-18.070-19.550-19.580
2016 (3)6460.0-1.070-3.590291.71-2.45-2.050-8.040-2.380-23.440-6.920-6.940
2015 (2)6460.01.33-46.8-1.330299.03-14.483.91-26.5-2.2002.88-37.66-6.57010.78-46.058.62-46.63
2014 (1)6460.02.500-0.700349.688.095.320-0.2104.620-0.72019.98016.150

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