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)144-0.693.60.62-47.01-67.540.5510.022.223.1624.41-42.2314.238.13-5.7624.62-5.5310.355.38-13.5-28.935.58-52.87-68.830.77-6.1-32.460.89-47.65-66.676.09-55.51-70.945.58-52.87-68.8320.80-30.80305.00
24Q2 (19)1450.09.851.17-14.6-30.770.50600.056.252.5485.4-28.4513.1633.47-14.4926.066.1910.476.221580.9539.1511.84-36.51-8.640.822150.018.841.7-14.57-23.7713.69-35.24-14.3811.84-36.51-8.643.77499.37241.94
24Q1 (18)1455.849.851.371013.33-26.74-0.10-116.13-108.261.37-73.75-26.749.86-25.92-39.0224.540.9-12.64-0.42-107.66-103.4118.65709.4829.07-0.04-105.48-102.011.991047.62-19.4321.14865.9425.5318.65709.4829.07-18.89452.74-39.17
23Q4 (17)137-1.4413.22-0.15-107.85-106.220.6237.78-61.495.22-4.57-44.5913.31-11.85-31.524.329.01-12.425.48-27.61-62.64-3.06-117.09-120.960.73-35.96-74.39-0.21-107.87-107.24-2.76-113.17-115.65-3.06-117.09-120.96-6.87-47.4139.20
23Q3 (16)1395.313.011.9113.02-43.820.4540.62-71.155.4754.08-24.3415.1-1.88-19.622.31-5.43-25.867.5769.35-55.3417.9038.12-22.911.1465.22-64.152.6719.73-36.1220.9631.08-23.017.9038.12-22.91-3.351.69-16.46
23Q2 (15)1320.015.791.69-9.63-23.870.32-73.55-70.373.5589.84-5.3315.39-4.824.7723.59-16.02-22.554.47-63.72-68.6312.96-10.31-23.40.69-65.33-66.992.23-9.72-11.8615.99-5.05-23.612.96-10.31-23.4-10.80-16.02-49.20
23Q1 (14)1329.0916.811.87-22.4122.221.21-24.8422.221.87-80.1522.2216.17-16.788.9628.091.153.7712.32-16.021.414.45-1.0325.221.99-30.1810.562.47-14.8341.9516.84-4.5417.6814.45-1.0325.22-6.66-25.77-10.81
22Q4 (13)121-1.634.312.41-29.1257.521.613.21794.449.4230.29250.1919.433.4646.4227.77-7.711.4614.67-13.4585.2314.60-37.12-8.752.85-10.38171.432.9-30.6262.9217.64-35.19-9.0314.60-37.12-8.7515.6512.0123.82
22Q3 (12)1237.896.033.4053.15566.671.5644.44194.347.2392.8528.718.7827.8436.9830.09-1.2156.9616.9518.95366.9423.2237.234737.53.1852.15536.04.1865.22608.4727.2230.051053.3923.2237.234737.513.4149.1226.77
22Q2 (11)1140.88-2.562.2245.1572.731.089.09176.923.75145.1485.9414.69-1.01-25.7330.4612.52164.6414.2517.281354.0816.9246.6218700.02.0916.111000.02.5345.4548.7220.9346.2617341.6716.9246.6218700.05.4122.55229.54
22Q1 (10)113-2.59-5.041.530.0393.550.99450.0518.751.53-43.12393.5514.8411.8343.9427.07-1.153.8912.1553.41794.2911.54-27.8857600.01.871.431100.01.74-2.25370.2714.31-26.24075.011.54-27.8857600.04.31100.00191.98
21Q4 (9)1160.0-2.521.53200.01076.920.18-66.04280.02.69133.91263.5113.27-3.217.3627.3742.7885.187.92118.18506.1516.003233.3353233.331.05110.0537.51.78201.691012.519.39721.614208.8916.003233.3353233.33-16.95127.28-15.07
21Q3 (8)116-0.85-2.520.5154.55363.640.5335.9431.251.1579.6988.5213.71-30.6931.3219.1766.5526.873.63270.41194.780.48433.33580.00.5163.16225.00.5951.28353.852.361866.67675.610.48433.33580.030.5830.5089.83
21Q2 (7)117-1.68-1.680.336.45-25.00.39143.751400.00.64106.4528.019.7891.85115.011.51-34.57-39.290.98156.0153.260.09350.0-98.160.19205.56211.760.395.41-26.420.12133.33-97.270.09350.0-98.1637.6372.45201.88
21Q1 (6)1190.08.180.31138.46416.670.16260.0-5.880.31-58.11416.6710.31-16.59-0.8717.5919.01-27.43-1.7510.26-144.080.02-33.33-98.69-0.1825.0-143.90.37131.25428.57-0.36-180.0-115.580.02-33.33-98.690.9078.32148.75
20Q4 (5)1190.0-0.830.1318.18-78.33-0.1037.5-152.630.7421.31-65.0912.3618.399.7714.78-2.18-33.15-1.9549.09-208.940.03130.0-99.53-0.2440.0-220.00.1623.08-78.080.45209.76-92.390.03130.0-99.53--0.00
20Q3 (4)1190.00.00.11-75.00.0-0.16-433.330.00.6122.00.010.4413.480.015.11-20.310.0-3.83-108.150.0-0.10-102.040.0-0.4-135.290.00.13-75.470.0-0.41-109.320.0-0.10-102.040.0--0.00
20Q2 (3)1198.180.00.44633.330.0-0.03-117.650.00.50733.330.09.2-11.540.018.96-21.780.0-1.84-146.350.04.90220.260.0-0.17-141.460.00.53657.140.04.4090.480.04.90220.260.0--0.00
20Q1 (2)110-8.330.00.06-90.00.00.17-10.530.00.06-97.170.010.4-7.640.024.249.630.03.97121.790.01.53-76.210.00.41105.00.00.07-90.410.02.31-60.910.01.53-76.210.0--0.00
19Q4 (1)1200.00.00.600.00.00.190.00.02.120.00.011.260.00.022.110.00.01.790.00.06.430.00.00.20.00.00.730.00.05.910.00.06.430.00.0--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)
2024/115.7852.9733.8246.8-14.4313.75N/A-
2024/103.78-9.981.4941.03-18.5713.99N/A-
2024/94.19-30.28-3.9937.25-20.1714.221.31-
2024/86.0250.0713.3833.06-21.8414.511.29-
2024/74.01-3.1-26.0627.04-26.8913.991.33-
2024/64.48-18.42-5.2123.9-24.2914.041.28-
2024/55.4935.35-4.719.41-27.6513.01.39-
2024/44.0617.89-17.0513.92-33.9310.391.73-
2024/33.4419.23-37.459.86-39.049.861.92-
2024/22.89-18.17-52.936.42-39.8511.671.62主要廣積客戶較去年訂單減少所致
2024/13.53-32.82-22.163.53-22.1613.11.44-
2023/125.2521.71-21.8359.95-11.5313.291.31-
2023/114.3216.01-36.5654.7-10.3912.411.41-
2023/103.72-14.84-37.5550.38-7.1113.41.3-
2023/94.37-17.66-34.5446.66-3.3515.11.16-
2023/85.31-2.14-23.4942.291.6415.461.14-
2023/75.4214.695.2536.996.6715.921.1-
2023/64.73-17.99-26.3631.566.9215.391.28-
2023/55.7717.829.826.8316.1716.171.22-
2023/44.89-11.128.321.0712.9316.531.19-
2023/35.51-10.26-19.416.178.9816.171.32-
2023/26.1435.364.8610.6733.217.391.23主要廣積客戶較去年訂單增加所致
2023/14.53-32.545.724.535.7218.061.18-
2022/126.72-1.2173.367.7715.919.491.21主要廣積客戶較去年訂單增加所致
2022/116.814.249.761.0511.8219.441.21-
2022/105.96-10.745.154.248.3819.571.2-
2022/96.68-3.7545.8548.288.818.761.28-
2022/86.9434.6237.1141.614.5418.511.3-
2022/75.15-19.7515.6134.67-0.1916.021.5-
2022/66.4244.5616.6229.52-2.5214.681.5-
2022/54.4416.45-39.4223.1-6.7715.091.46-
2022/43.81-44.16-45.5318.666.9414.371.53-
2022/36.8383.5669.8514.8442.1514.841.37主要本公司出貨增加所致
2022/23.72-13.2220.118.0124.7911.891.71-
2022/14.2910.5729.164.2929.1612.711.6-
2021/123.88-14.66-5.8358.4735.6714.091.36-
2021/114.55-19.82-2.554.5940.0614.791.3-
2021/105.6723.8632.6550.0445.8415.31.25-
2021/94.58-9.5129.7344.3847.7214.091.28-
2021/85.0613.547.3439.850.1115.021.2主要為子公司-廣錠本年較去年年增5.96億及廣積母公司今年較去年成長
2021/74.46-19.0526.2734.7450.5217.31.04主要為子公司-廣錠本年較去年年增6億
2021/65.51-24.9269.2230.2854.919.840.88主要為子公司-廣錠較去年同期增加1.53億
2021/57.334.7146.8724.7852.0418.360.95主要為廣積母公司較去年同期增加1.19億及子公司-廣錠較去年同期增加2.89億
2021/47.074.13142.5517.4430.914.121.24主要為廣積母公司較去年同期增加1.40億及子公司-廣錠較去年同期增加2.49億
2021/34.0229.8117.4410.440.0210.441.66-
2021/23.1-6.68-5.866.42-8.4810.541.64-
2021/13.32-19.39-10.793.32-10.7912.11.43-
2020/124.12-11.6421.043.0912.9413.051.15-
2020/114.669.088.3838.9812.1512.461.21-
2020/104.2721.1329.2334.3112.6811.231.34-
2020/93.532.76-1.130.0410.6610.491.57-
2020/83.43-2.7233.0326.5112.4410.221.61-
2020/73.538.4746.4623.089.919.751.68-
2020/63.259.5313.8819.555.179.111.63-
2020/52.972.87-8.5816.33.599.281.6-
2020/42.89-15.68-5.5413.336.779.61.55-
2020/33.424.05-7.0210.4410.7610.441.37-
2020/23.29-11.5734.357.0122.1810.421.37-
2020/13.729.3313.133.7213.130.0N/A-
2019/123.4-20.8520.9538.16-3.050.0N/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)13713.224.66-45.242.59-50.5759.97-11.4824.64-14.567.59-48.2311.05-34.34.55-54.187.98-41.927.16-36.92
2022 (9)1214.318.51256.075.24315.8767.7518.7128.8458.9914.66435.0416.82334.639.93536.5413.74377.0811.35262.62
2021 (8)116-2.522.39222.971.26057.0734.6318.140.282.7403.87172.541.5602.88336.363.13255.68
2020 (7)119-0.830.74-64.93-0.12042.3910.3918.09-26.91-0.9401.42-78.96-0.400.66-75.280.88-65.49
2019 (6)1200.842.11-17.580.90109.338.4-2.2724.750.773.679.236.75-22.411.416.822.67-29.182.55-16.94
2018 (5)1190.02.561.190.43-79.4339.29-11.9724.56-18.273.36-65.548.703.081.32-69.663.77-14.123.070.66
2017 (4)1195.312.53-50.782.09-49.3944.63-7.5430.05-15.859.75-40.598.44-38.34.35-45.084.39-44.853.05-49.08
2016 (3)1134.635.1419.534.1335.8648.2713.1535.7111.4216.4132.0213.6816.827.9249.437.9639.165.9924.79
2015 (2)10811.344.307.773.0426.6742.6613.2232.051.2612.438.2811.715.315.322.45.7218.924.821.52
2014 (1)9715.483.9947.782.4050.037.6836.8231.65011.48011.1204.3339.684.8148.923.9561.89

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