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)700.00.00.53320.83303.850.30196.77196.770.02103.92102.741.313.97-16.0344.4722.7830.4114.96184.9204.8427.88315.79336.670.2190.91190.910.37331.25305.5627.07315.35329.827.88315.79336.67-6.84167.56113.16
24Q2 (19)700.00.0-0.2414.29-180.0-0.3129.55-263.16-0.51-82.14-8.511.26-17.65-10.036.22-4.4313.29-17.62-8.56-276.55-12.92-18.21-184.67-0.2212.0-257.14-0.1615.79-176.19-12.57-52.55-181.62-12.92-18.21-184.67-33.83-48.94-55.98
24Q1 (18)700.00.0-0.28-112.1763.16-0.44-141.5137.14-0.28-117.7263.161.53-50.0-46.537.90-1.172.43-16.23-165.950.61-10.93-120.7338.32-0.25-133.3346.81-0.19-111.8764.15-8.24-115.6353.5-10.93-120.7338.3223.08436.23150.22
23Q4 (17)700.00.02.30984.62202.631.06441.94300.01.58316.4490.363.0696.15-30.9338.3212.38157.724.61272.46434.8352.73547.62347.620.75440.91327.271.6988.89201.8952.73547.62307.8152.73547.62347.6253.79398.9889.39
23Q3 (16)700.00.0-0.26-186.6750.0-0.31-263.1653.03-0.73-55.32-1142.861.5611.43-40.4634.106.66270.65-14.27-242.9919.01-11.78-177.215.74-0.22-257.1452.17-0.18-185.7150.0-11.78-176.4913.95-11.78-177.215.74-19.81-23.60-68.01
23Q2 (15)700.00.00.30139.47266.670.19127.14130.16-0.4738.16-179.661.4-51.05-27.8431.9745.45605.749.98161.11140.5215.26186.12287.930.14129.79129.170.21139.62275.015.40186.91289.8915.26186.12287.93-43.24-30.2747.53
23Q1 (14)700.00.0-0.76-200.0-200.0-0.70-32.08-341.38-0.76-191.57-200.02.86-35.4410.4221.9847.81-33.11-16.33-122.18-291.22-17.72-250.42-185.56-0.47-42.42-313.64-0.53-200.0-200.0-17.72-237.05-183.08-17.72-250.42-185.5616.8223.08-6.19
22Q4 (13)700.00.00.76246.15353.33-0.5319.7-103.850.831085.71200.04.4369.0856.5414.8761.63104.54-7.3558.29-16.8511.78184.26262.26-0.3328.26-83.330.53247.22352.3812.93194.45279.0911.78184.26262.2652.0628.637.47
22Q3 (12)700.00.0-0.52-188.89-36.84-0.66-4.76-69.230.07-88.14113.212.6235.0556.899.20103.09174.63-17.6228.463.08-13.98-72.1720.48-0.464.17-53.33-0.36-200.0-38.46-13.69-68.822.13-13.98-72.1720.484.97-156.28-161.00
22Q2 (11)700.00.0-0.18-123.68-100.0-0.63-317.24-384.620.59-22.37493.331.94-25.1-1.024.53-86.21-61.48-24.63-388.41-245.93-8.12-139.21-43.72-0.48-318.18-242.86-0.12-122.64-71.43-8.11-138.02-32.52-8.12-139.21-43.72-16.79114.82-52.85
22Q1 (10)700.00.00.76353.331366.670.29211.54583.330.76191.571366.672.59-8.4825.7332.86351.9962.838.54235.77869.3720.71385.261311.110.22222.221200.00.53352.381425.021.33395.431806.420.71385.261311.1130.49187.19122.44
21Q4 (9)700.04.48-0.3021.0560.0-0.2633.3355.93-0.83-56.667.192.8369.460.07.27117.01401.66-6.2965.458.54-7.2658.760.88-0.1840.058.14-0.2119.2358.82-7.2258.9361.12-7.2658.760.8827.33-150.59-83.34
21Q3 (8)700.04.48-0.38-322.22-445.45-0.39-200.0-62.5-0.53-253.3370.391.67-14.8-41.613.35-71.51-37.73-18.18-155.34-208.66-17.58-211.15-746.32-0.3-114.29-76.47-0.26-271.43-425.0-17.58-187.25-746.32-17.58-211.15-746.32-9.82-186.11-158.34
21Q2 (7)700.02.94-0.09-50.087.84-0.13-116.6781.43-0.15-150.092.111.96-4.85-21.2911.76-41.7216.78-7.12-541.4463.97-5.65-230.4172.15-0.14-600.071.43-0.07-75.086.0-6.12-389.669.82-5.65-230.4172.15-16.0321.00-13.42
21Q1 (6)704.484.48-0.0692.094.83-0.0689.8394.17-0.0697.6394.832.06-27.210.9820.18937.342474.12-1.1192.6896.88-1.7190.7995.57-0.0295.3597.26-0.0492.1694.87-1.2593.2796.77-1.7190.7995.57-14.13-344.91-28.00
20Q4 (5)670.00.0-0.75-781.8276.11-0.59-145.8333.71-2.53-41.3431.992.83-1.05-45.05-2.41-144.8-132.52-15.17-157.56-22.44-18.56-782.3555.04-0.43-152.9432.81-0.51-737.575.83-18.57-782.7255.12-18.56-782.3555.04--0.00
20Q3 (4)67-1.470.00.11114.860.0-0.2465.710.0-1.795.790.02.8614.860.05.38-46.570.0-5.8970.190.02.72113.410.0-0.1765.310.00.08116.00.02.72113.410.02.72113.410.0--0.00
20Q2 (3)681.490.0-0.7436.210.0-0.7032.040.0-1.90-63.790.02.4922.060.010.071284.710.0-19.7644.530.0-20.2947.490.0-0.4932.880.0-0.535.90.0-20.2847.520.0-20.2947.490.0--0.00
20Q1 (2)670.00.0-1.1663.060.0-1.03-15.730.0-1.1668.820.02.04-60.390.0-0.85-111.470.0-35.62-187.490.0-38.646.40.0-0.73-14.060.0-0.7863.030.0-38.646.620.0-38.646.40.0--0.00
19Q4 (1)670.00.0-3.140.00.0-0.890.00.0-3.720.00.05.150.00.07.410.00.0-12.390.00.0-41.280.00.0-0.640.00.0-2.110.00.0-41.380.00.0-41.280.00.0--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)
2024/100.5411.3726.674.63-25.771.46N/A-
2024/90.489.27-26.844.1-29.591.310.77-
2024/80.4414.56-23.883.62-29.941.160.87-
2024/70.3814.1217.263.17-30.711.10.92-
2024/60.34-10.7310.742.79-34.411.260.82-
2024/50.38-30.256.942.45-37.891.240.83-
2024/40.5469.86-26.242.07-42.31.340.77-
2024/30.32-32.85-67.831.53-46.421.530.86本月記憶體相關產品收入減少
2024/20.47-35.72-44.421.21-35.061.780.74-
2024/10.7430.34-27.190.74-27.193.380.39-
2023/120.57-72.63-68.549.47-18.33.650.22本月記憶體相關產品收入減少
2023/112.07104.7532.88.9-9.053.740.21-
2023/101.0153.62-5.726.83-16.992.250.36-
2023/90.6613.69-32.095.82-18.681.571.83-
2023/80.5876.5-39.135.16-16.581.212.36-
2023/70.337.78-52.914.58-12.480.992.9生技醫療及記憶體出貨減少
2023/60.3-13.8-59.344.25-6.271.391.58生技醫療及記憶體出貨減少
2023/50.35-51.9-38.923.954.212.081.06-
2023/40.73-25.922.583.611.992.580.85-
2023/30.9916.0210.982.8614.692.860.86-
2023/20.85-15.8-0.251.8716.753.670.67-
2023/11.02-43.6936.331.0236.334.380.56-
2022/121.815.5535.9611.5936.14.440.5-
2022/111.5645.3578.339.7936.123.60.61本月記憶體相關產品收入增加6千萬及餐飲收入增加9百萬。
2022/101.0710.6471.138.2330.282.990.73本月醫療器材助聽器商品收入增加3千萬及餐飲收入增加9百萬。
2022/90.971.9145.167.1625.782.621.47-
2022/80.9536.5282.016.1923.22.41.61本月醫療器材助聽器商品收入增加1千9百萬及餐飲收入增加1千8百萬。
2022/70.7-6.9244.795.2416.362.021.9-
2022/60.7529.4719.374.5412.952.041.64-
2022/50.58-19.21-14.443.7911.772.191.54-
2022/40.72-19.859.123.2118.32.471.36-
2022/30.894.2716.532.4921.232.491.17-
2022/20.8615.0836.211.624.022.930.99-
2022/10.74-43.8312.440.7412.442.950.99-
2021/121.3351.5517.478.52-16.662.830.91-
2021/110.8739.49-12.377.19-20.922.171.18-
2021/100.63-6.14-11.066.32-21.981.821.41-
2021/90.6727.78-31.495.69-23.021.671.97-
2021/80.528.61-44.955.02-21.731.632.02-
2021/70.48-23.26-48.584.5-17.691.791.84-
2021/60.63-7.2-34.374.02-11.31.961.64-
2021/50.683.04-25.943.39-5.142.11.53-
2021/40.66-14.416.022.711.982.051.57-
2021/30.7721.8775.342.060.762.061.45疫情趨緩客戶提貨增加及新增醫療用IC 銷售等
2021/20.63-4.9938.851.29-19.552.421.23-
2021/10.66-41.32-42.510.66-42.512.791.07-
2020/121.1313.04-39.2510.22-50.122.830.79新冠肺炎疫情影響,使記憶體及IC通訊方面營收減少。
2020/111.041.57-38.859.1-51.192.680.84新冠肺炎疫情影響,使記憶體及IC通訊方面營收減少。
2020/100.71-27.7-57.548.1-52.372.630.86因新冠肺炎疫情影響,使營收減少
2020/90.982.67-44.487.39-51.812.861.03在記憶體及IC通訊方面,因受新冠肺炎影響,客戶出貨時間往後遞延
2020/80.951.45-49.126.42-52.762.841.03在記憶體及IC通訊方面,因受新冠肺炎疫情影響,客戶出貨時間往後遞延
2020/70.94-2.05-35.435.47-53.342.811.05在記憶體及IC通訊方面,因受新冠肺炎疫情影響,客戶出貨時間往後遞延
2020/60.964.7-46.894.53-55.872.491.66在記憶體及IC通訊方面,因受新冠肺炎疫情影響,客戶出貨時間往後遞延。
2020/50.9147.53-46.853.57-57.781.972.09在記憶體及IC通訊方面,因受新冠肺炎疫情影響,客戶出貨時間往後遞延。
2020/40.6241.54-69.942.66-60.561.512.73在記憶體及IC通訊方面,因受新冠肺炎疫情影響,客戶復工延期,至出貨時間往後遞延。在餐飲方面,因疫情影響大眾減少外出及聚餐。
2020/30.44-3.48-73.932.04-56.352.042.13在記憶體及IC通訊方面,因受新冠肺炎疫情影響,客戶復工延期,至出貨時間往後遞延。在餐飲方面,因疫情影響大眾減少外出及聚餐。
2020/20.45-60.67-56.941.6-46.513.461.26因新冠肺炎,客戶延後開工
2020/11.15-37.99-40.881.15-40.884.640.94-
2019/121.8613.79-37.2520.49-23.620.0N/A-
2019/111.63-1.69-20.218.63-21.930.0N/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)700.01.5890.360.2108.88-23.3831.3297.232.28012.79176.840.201.1486.891.0991.23
2022 (9)700.00.830-1.56011.5936.0315.8849.11-9.0204.620-1.0500.6100.570
2021 (8)704.48-0.830-0.8308.52-16.6310.65241.35-7.560-7.570-0.640-0.640-0.580
2020 (7)670.0-2.530-2.56010.22-50.13.12-48.68-17.770-17.040-1.820-1.740-1.710
2019 (6)671.52-3.720-1.41020.48-23.76.085.37-5.100-12.410-1.040-2.550-2.50
2018 (5)6622.22-0.430-0.60026.84-5.565.77192.89-1.270-1.000-0.340-0.20-0.280
2017 (4)540.00.23-47.73-0.29028.42-3.821.97-12.44-0.8000.32-60.0-0.2300.1-61.540.13-51.85
2016 (3)540.00.4400.16029.5532.872.25341.180.3500.8000.100.2600.270
2015 (2)540.0-0.480-0.71022.244.510.51-65.07-2.380-1.270-0.530-0.290-0.260
2014 (1)5431.710.29-44.23-0.20021.28-41.841.460-0.9200.730-0.1900.11-54.170.16-27.27

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