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)1490.00.01.8078.22415.792.1443.62419.42.93157.02197.6768.45-5.3511.052.02-21.41583.334.7760.07349.743.9288.46384.063.2752.09377.122.6878.67415.294.03102.51342.773.9288.46384.06-3.41377.57100.26
24Q2 (19)1490.00.01.01676.92155.191.49156.9178.841.14776.92146.7272.32-1.4714.652.57-10.14-39.242.98142.28175.252.08670.37148.042.15138.89186.01.5689.47154.951.99521.88151.822.08670.37148.047.25469.7169.88
24Q1 (18)1490.00.00.13262.5121.670.58-17.14293.330.13104.22121.6773.415.96101.72.86-22.2840.891.23-33.15171.930.27242.11110.930.9-23.08245.160.19258.33121.110.323100.0110.740.27242.11110.939.33174.2393.67
23Q4 (17)1490.00.0-0.0885.9690.80.70204.481500.0-3.08-2.67-30900.063.32.6945.123.682966.6767.271.84196.34271.96-0.1986.2393.581.17199.15354.35-0.1285.8890.70.01100.6100.26-0.1986.2393.580.2177.41134.51
23Q3 (16)1490.00.0-0.5768.850-0.6764.55-97.06-3.00-22.95-440.9161.64-2.2826.420.12-97.16-94.69-1.9151.77-138.75-1.3868.130-1.1852.8-202.56-0.8568.860-1.6656.77-821.74-1.3868.13035.53-68.08-232.72
23Q2 (15)1490.02.76-1.83-205.0-1176.47-1.89-530.0-2800.0-2.44-306.67-371.1163.0873.344.514.23108.3757.25-3.96-131.58-1377.42-4.33-75.3-1182.5-2.5-303.23-1415.79-2.73-203.33-1237.5-3.84-28.86-798.18-4.33-75.3-1182.528.39-86.98-515.00
23Q1 (14)1490.02.76-0.6031.03-182.19-0.30-500.0-155.56-0.60-6100.0-182.1936.39-16.57-55.322.03-7.73-38.3-1.71-59.81-235.71-2.4716.55-290.0-0.62-34.78-160.19-0.930.23-184.91-2.9822.19-288.61-2.4716.55-290.0-13.5515.52-207.35
22Q4 (13)1490.02.76-0.870-495.45-0.0585.29-125.00.01-98.86-99.1243.62-10.54-43.852.20-2.65-29.71-1.07-33.75-314.0-2.960-804.76-0.46-17.95-217.95-1.290-490.91-3.83-1765.22-809.26-2.960-804.76-14.88-50.00-250.21
22Q3 (12)1492.762.760.00-100.0-100.0-0.34-585.71-197.140.88-2.22-3.348.76-19.22-22.862.26-15.99-33.14-0.80-358.06-178.430.00-100.0-100.0-0.39-305.26-160.00-100.0-100.00.23-58.18-71.250.00-100.0-100.0-22.55-88.35-336.38
22Q2 (11)1450.02.110.17-76.71-52.780.07-87.04-89.230.9023.2936.3660.36-25.88-26.932.69-18.24-16.20.31-75.4-77.210.40-69.23-36.510.19-81.55-83.190.24-77.36-53.850.55-65.19-32.930.40-69.23-36.51-10.5277.5641.48
22Q1 (10)1450.02.110.73231.82143.330.54170.058.820.73-35.4143.3381.444.8318.843.295.11-4.911.26152.036.961.30209.52109.681.03164.163.491.06221.21152.381.58192.5997.51.30209.52109.6813.87108.2263.57
21Q4 (9)1450.02.110.22-15.38237.50.20-42.86-33.331.1324.1859.1577.6922.9125.193.13-7.412.590.50-50.98-28.570.42-30.0195.450.39-40.0-11.360.33-13.16243.480.54-32.5245.950.42-30.0195.45-0.29-21.58-44.50
21Q3 (8)1452.112.110.26-27.78-3.70.35-46.15-25.530.9137.884.663.21-23.48-18.323.385.324.261.02-25.03.030.60-4.7620.00.65-42.48-14.470.38-26.92-2.560.80-2.4437.930.60-4.7620.0-1.46-3.8922.52
21Q2 (7)1420.00.710.3620.080.00.6591.1835.420.66120.08.282.6120.5550.783.21-7.23-5.591.3647.833.820.631.6123.531.1379.3756.940.5223.8185.710.822.564.00.631.6123.5315.49153.7552.26
21Q1 (6)1420.01.430.30287.5-25.00.3413.33-10.530.30-57.75-25.068.5310.43-7.743.4624.46-5.210.9231.43-14.020.62240.91-18.420.6343.18-21.250.42282.61-26.320.80316.22-25.230.62240.91-18.42-4.6964.12-11.42
20Q4 (5)1420.01.43-0.16-159.26-233.330.30-36.17433.330.71-18.3922.4162.06-19.8123.752.782.21-13.40.70-29.29736.36-0.44-188.0-229.410.44-42.11833.33-0.23-158.97-243.75-0.37-163.79-180.43-0.44-188.0-229.41--0.00
20Q3 (4)1420.710.00.2735.00.00.47-2.080.00.8742.620.077.3941.250.02.72-20.00.00.99-24.430.00.50-1.960.00.765.560.00.3939.290.00.5816.00.00.50-1.960.0--0.00
20Q2 (3)1410.710.00.20-50.00.00.4826.320.00.6152.50.054.79-26.240.03.40-6.850.01.3122.430.00.51-32.890.00.72-10.00.00.28-50.880.00.50-53.270.00.51-32.890.0--0.00
20Q1 (2)1400.00.00.40233.330.00.38522.220.00.40-31.030.074.2848.120.03.6513.710.01.071072.730.00.76123.530.00.81433.330.00.57256.250.01.07132.610.00.76123.530.0--0.00
19Q4 (1)1400.00.00.120.00.0-0.090.00.00.580.00.050.150.00.03.210.00.0-0.110.00.00.340.00.0-0.060.00.00.160.00.00.460.00.00.340.00.0--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)
2024/1015.91-33.83-7.77230.5229.2360.34N/A-
2024/924.0518.031.33214.633.1968.880.19-
2024/820.38-16.6821.57190.5538.763.810.21-
2024/724.4528.8215.62170.1841.0869.170.19-
2024/618.98-26.22-14.45145.7246.4972.320.31-
2024/525.73-6.7854.22126.7464.078.140.28客戶需求增加,致使累計營收較去年同期成長
2024/427.6111.314.05101.0166.6976.60.29客戶需求增加,致使累計營收較去年同期成長
2024/324.82.5152.973.4101.773.40.28受到終端消費性市場需求回溫,客戶拉貨動能較去年同期增加
2024/224.2-0.86117.0248.6140.9571.840.29受到終端消費性市場需求回溫,客戶拉貨動能較去年同期增加。
2024/124.415.02170.5424.41170.5470.460.29受到終端消費性市場需求回溫,客戶拉貨動能較去年同期增加。
2023/1223.241.87138.69224.42-3.9163.30.36受到終端消費性市場需求回溫,客戶拉貨動能較去年同期增加。
2023/1122.8132.254.25201.18-10.1163.80.36受到終端消費性市場需求回溫,客戶拉貨動能較去年同期增加。
2023/1017.25-27.29-6.61178.37-14.6757.750.4-
2023/923.7341.6134.43161.11-15.4561.640.15-
2023/816.76-20.758.78137.38-20.5460.10.15-
2023/721.15-4.6934.72120.62-23.4160.030.15-
2023/622.1933.035.0599.47-29.8563.080.29-
2023/516.68-31.06-14.2977.28-38.3557.110.32-
2023/424.249.210.5160.6-42.7851.570.35-
2023/316.2245.49-49.5436.39-55.5236.390.39受到消費型電子市場需求減少,終端手機需求下滑致客戶需求降低,故營收較前期下降
2023/211.1523.58-49.3620.17-59.3929.910.47受到消費型電子市場需求減少,終端手機需求下滑致客戶需求降低,故營收較前期下降
2023/19.02-7.34-67.389.02-67.3833.540.42受到消費型電子市場需求減少,終端手機需求下滑致客戶需求降低,故營收較前期下降
2022/129.74-34.16-57.11233.56-19.9643.00.4受到消費型電子市場需求減少,終端手機需求下滑致客戶需求降低,故營收較前期下降
2022/1114.79-19.96-59.97223.83-16.8350.920.34受到消費型電子市場需求減少,終端手機需求下滑致客戶需求降低,故營收較前期下降
2022/1018.484.664.11209.04-9.9751.540.34-
2022/917.6514.59-18.75190.56-11.1348.760.51-
2022/815.41-1.86-24.37172.91-10.2747.540.52-
2022/715.7-4.45-25.72157.5-8.6151.60.48-
2022/616.43-15.59-33.75141.8-6.2259.980.5-
2022/519.47-19.16-39.69125.37-0.8175.70.39-
2022/424.08-25.09-3.82105.912.5178.250.38-
2022/332.1546.0125.8781.8218.4381.820.24-
2022/222.02-20.386.8949.6714.0772.380.27-
2022/127.6621.8120.5227.6620.5287.310.23-
2021/1222.7-38.543.51291.848.5377.40.29-
2021/1136.95108.19134.38269.148.9776.420.3客戶需求增加,致使營收大幅提升
2021/1017.75-18.33-27.04232.190.4259.850.38-
2021/921.736.67-21.2214.443.6563.240.4-
2021/820.37-3.61-7.89192.717.4866.310.38-
2021/721.14-14.79-23.44172.349.6478.220.32-
2021/624.8-23.1518.35151.2116.9382.120.3-
2021/532.2828.989.74126.416.6682.860.29因筆記型電腦需求提升,使面板銷售量較去年同期成長。
2021/425.04-1.9649.4594.133.0571.180.34-
2021/325.5424.0-22.7169.09-7.3769.090.24-
2021/220.6-10.23-2.3943.554.8365.480.25-
2021/122.954.6212.2922.9512.2960.640.27-
2020/1221.9339.1425.13268.917.9962.020.23-
2020/1115.76-35.19-0.7246.9617.467.670.21-
2020/1024.33-11.7944.45231.218.8874.020.19-
2020/927.5824.6835.36206.8816.4577.30.19-
2020/822.12-19.897.64179.314.0170.680.21-
2020/727.6131.7334.52157.1814.9665.580.22-
2020/620.9623.20.65129.3111.2854.720.36-
2020/517.011.53-22.0108.3513.666.810.3-
2020/416.75-49.3-25.2291.3424.1570.90.28-
2020/333.0556.5981.6474.5845.7874.580.26因智慧型手機配置的光學鏡頭鏡片數和畫素提升,使CMOS在數量及單價上均較去年同期成長
2020/221.13.2786.2441.5425.9959.070.32因智慧型手機配置的光學鏡頭鏡片數和畫素提升,使CMOS在數量及單價上均較去年同期成長
2020/120.4316.57-5.5520.43-5.5553.840.35-
2019/1217.5310.425.64227.88-13.170.0N/A-
2019/1115.88-5.72-5.53210.35-15.350.0N/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)1490.0-3.080-2.150224.42-4.172.59-4.78-1.400-2.050-3.130-4.520-4.60
2022 (9)1492.760.01-99.110.21-86.27234.18-19.812.72-17.070.15-84.380.01-98.210.36-87.10.05-97.670.01-99.39
2021 (8)1452.111.1260.01.53-6.71292.048.763.284.790.96-4.950.5655.562.792.952.1566.671.6462.38
2020 (7)1421.430.7020.691.6478.26268.5317.933.13-3.691.0146.380.362.862.7172.611.2927.721.0124.69
2019 (6)1400.00.5800.920227.71-13.293.2535.980.6900.3501.5701.0100.810
2018 (5)1400.0-0.890-0.020262.62-14.332.39-21.64-0.070-0.530-0.180-1.390-1.240
2017 (4)1400.00.50400.01.53155.0306.551.483.0510.910.95265.380.1802.92269.621.343250.00.7400.0
2016 (3)14014.750.10-94.440.609.09302.07-26.352.7524.430.26-16.13-0.0400.79-37.30.04-98.480.14-93.64
2015 (2)1220.01.80373.680.550410.15188.432.21-39.120.3100.472250.01.2602.641289.472.2378.26
2014 (1)1220.00.380-0.140142.229.243.630-0.3400.020-0.4800.1900.460

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