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)701.451.450.10350.0-65.520.09139.13-18.18-0.0855.5620.01.5864.581.9432.4111.45-0.315.03133.014.364.36237.11-66.540.08153.3314.290.07333.33-65.05.37365.84-58.184.36237.11-66.5440.83210.7262.06
24Q2 (19)690.00.0-0.0471.4342.86-0.23-15.0-76.92-0.18-28.5755.00.9617.07-9.4329.08-10.36-12.28-15.243.85-96.39-3.1873.0144.5-0.15-15.38-87.5-0.0370.040.0-2.0282.3152.02-3.1873.0144.5-4.86-53.17-200.35
24Q1 (18)690.00.0-0.14-177.7857.58-0.20-385.7131.03-0.14-275.057.580.82-26.7938.9832.44-16.6916.86-15.85-426.850.3-11.78-197.5269.47-0.13-360.031.58-0.1-176.9256.52-11.42-195.3368.7-11.78-197.5269.47-27.27-107.86-211.03
23Q4 (17)690.00.00.18-37.93150.00.07-36.36123.330.08180.0108.511.12-27.7415.4638.9419.7813.864.850.62122.1712.08-7.29146.320.05-28.57123.810.13-35.0152.011.98-6.7146.6512.08-7.29146.329.24238.1874.13
23Q3 (16)690.00.00.29514.29222.220.11184.620-0.1075.082.761.5546.2333.6232.51-1.93-3.594.82162.11273.6413.03327.4146.310.07187.5600.00.2500.0233.3312.84404.9996.0313.03327.4146.3162.94296.54119.90
23Q2 (15)690.00.0-0.0778.7969.57-0.1355.1756.67-0.40-21.2140.31.0679.6651.4333.1519.4226.24-7.7675.6770.72-5.7385.1574.77-0.0857.8957.89-0.0578.2668.75-4.2188.4678.97-5.7385.1574.7720.2443.5629.25
23Q1 (14)690.00.0-0.338.3325.0-0.293.3349.12-0.3364.8925.00.59-39.1840.4827.76-18.83522.42-31.89-45.7563.22-38.59-47.9744.42-0.199.5248.65-0.238.025.81-36.48-42.0644.5-38.59-47.9744.42-27.78-245.841.67
22Q4 (13)690.00.0-0.36-500.0-169.23-0.30080.52-0.94-62.07-6.820.97-16.3851.5634.201.42111.5-21.88-1796.1271.26-26.08-593.01-117.25-0.21-2200.057.14-0.25-516.67-169.44-25.68-492.06-117.2-26.08-593.01-117.2524.66-180.4450.00
22Q3 (12)690.00.00.09139.13120.00.00100.0100.0-0.5813.4358.571.1665.71176.1933.7228.4181.681.29104.87101.425.29123.29106.770.01105.26102.630.06137.5119.356.55132.72107.995.29123.29106.7766.1993.4373.69
22Q2 (11)690.00.0-0.2347.7350.0-0.3047.3736.17-0.67-52.2729.470.766.67-12.526.26488.7960.61-26.5069.4433.82-22.7167.2944.93-0.1948.6540.62-0.1648.3950.0-20.0269.5448.23-22.7167.2944.9316.14-68.4555.18
22Q1 (10)690.00.0-0.44-184.6210.2-0.5762.99-14.0-0.4450.010.20.42-34.38-43.244.46-72.42-91.09-86.71-13.9-435.25-69.43-145.93-47.28-0.3724.49-208.33-0.31-186.118.82-65.73-144.03-330.45-69.43-145.93-47.289.0015.47-72.50
21Q4 (9)690.00.00.52215.56230.0-1.54-208.0-285.0-0.8837.1430.710.6452.38-44.8316.17-12.88-42.5-76.1315.95-185.45151.17293.46713.27-0.49-28.95-58.060.36216.13233.33149.29282.15684.99151.17293.46713.272.44108.86-107.19
21Q3 (8)690.00.0-0.452.17-87.5-0.50-6.38-47.06-1.40-47.37-60.920.42-47.5-63.7918.5613.52-14.15-90.58-126.22-247.32-78.14-89.48-356.69-0.38-18.75-26.67-0.313.12-82.35-81.96-111.95-311.03-78.14-89.48-356.69-19.704.14-0.19
21Q2 (7)690.01.47-0.466.12-130.0-0.476.0-38.24-0.95-93.88-50.790.88.11-23.0816.35-67.35-33.73-40.04-147.16-24.19-41.2412.52-94.71-0.32-166.673.03-0.325.88-128.57-38.67-153.24-72.33-41.2412.52-94.71-14.05-8.19-9.50
21Q1 (6)690.0-1.43-0.49-22.5-13.95-0.50-25.0-8.7-0.4961.42-13.950.74-36.21-2.6350.0878.09137.35-16.2039.2673.74-47.14-91.246.71-0.1261.2974.47-0.34-25.93-13.33-15.2740.1673.9-47.14-91.246.71-18.11-44.59-21.32
20Q4 (5)690.0-1.43-0.40-66.67-600.0-0.40-17.65-1233.33-1.27-45.98-704.761.160.0-68.0428.1230.0655.27-26.67-2.26-1875.56-24.65-44.07-2025.78-0.31-3.33-520.0-0.27-58.82-550.0-25.52-27.98-2844.09-24.65-44.07-2025.78--0.00
20Q3 (4)691.470.0-0.24-20.00.0-0.340.00.0-0.87-38.10.01.1611.540.021.62-12.360.0-26.0819.110.0-17.1119.220.0-0.39.090.0-0.17-21.430.0-19.9411.140.0-17.1119.220.0--0.00
20Q2 (3)68-2.860.0-0.2053.490.0-0.3426.090.0-0.63-46.510.01.0436.840.024.6716.920.0-32.2447.740.0-21.1858.080.0-0.3329.790.0-0.1453.330.0-22.4461.650.0-21.1858.080.0--0.00
20Q1 (2)700.00.0-0.43-637.50.0-0.46-1433.330.0-0.43-304.760.00.76-79.060.021.1016.510.0-61.69-4469.630.0-50.53-4047.660.0-0.47-840.00.0-0.3-600.00.0-58.51-6391.40.0-50.53-4047.660.0--0.00
19Q4 (1)700.00.00.080.00.0-0.030.00.00.210.00.03.630.00.018.110.00.0-1.350.00.01.280.00.0-0.050.00.00.060.00.00.930.00.01.280.00.0--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)
2024/100.75-11.7597.074.1114.762.0N/A本年度因新機種上線且大量出貨所致。
2024/90.85111.4213.193.364.981.581.49-
2024/80.422.79-18.272.512.461.132.09-
2024/70.33-17.566.462.117.671.012.34-
2024/60.440.2817.151.787.890.962.35-
2024/50.280.9625.531.395.50.882.58-
2024/40.28-9.78-43.131.11.350.743.07-
2024/30.31114.26202.10.8238.320.822.18本年度因新機種上線且大量出貨所致。
2024/20.15-60.23-36.860.513.970.931.92-
2024/10.37-13.1239.960.3739.961.11.63-
2023/120.4233.9931.354.3232.481.121.41-
2023/110.31-17.66-11.983.932.61.451.09-
2023/100.38-49.3128.333.5938.751.630.97-
2023/90.7552.6392.413.240.11.551.28本年度因新機種上線且大量出貨所致。
2023/80.4959.9724.192.4529.331.141.75-
2023/70.31-9.28-17.371.9630.690.872.28-
2023/60.3450.32-10.431.6546.581.062.25-
2023/50.23-54.2657.371.3175.430.822.89本年度因缺料狀況逐漸緩解,使得營收成長。
2023/40.49379.3172.881.0979.720.832.88本年度因缺料狀況逐漸緩解,且受海運量的限制,偶有兩個月並行出貨的情形,使得營收增加。
2023/30.1-55.22-45.30.5939.990.593.97-
2023/20.23-11.8535.610.49108.070.812.91本年度因缺料狀況逐漸緩解,使得營收成長。
2023/10.26-18.46293.290.26293.290.942.52本年度因缺料狀況逐漸緩解,使得營收成長。
2022/120.32-10.2123.193.2625.50.972.09-
2022/110.3620.0526.622.9425.761.041.94-
2022/100.3-24.0204.222.5825.641.081.87因去年度受到訂單遞延影響,以致本年度本月營收較去年同期增加。
2022/90.39-1.48183.682.2916.741.161.83因去年度受到訂單遞延影響,以致本年度本月營收較去年同期增加。
2022/80.46.43396.251.94.121.151.85因去年度受到訂單遞延影響,以致本年度本月營收較去年同期增加。
2022/70.37-1.6684.021.5-13.860.892.37因去年度受到訂單遞延影響,以致本年度本月營收較去年同期增加。
2022/60.38164.12142.591.13-26.740.72.69因受海運量的限制,偶有兩個月並行出貨的情形,以致本年度本月營收較去年同期增加。
2022/50.14-20.7-36.110.75-45.860.513.69-
2022/40.18-3.93-56.350.61-47.750.543.51因歐洲客戶舊產品進入停產階段以及新產品正處於試產階段尚未大量出貨,使出貨量下滑,以致本月營收較去年本月衰退。
2022/30.1911.02221.570.42-42.970.424.01因受海運量的限制,偶有兩個月並行出貨的情形,以致去年本月營收較本月衰退。
2022/20.17155.6234.420.24-65.570.53.43因去年度一次性標案,本年度無此情事。
2022/10.07-74.46-88.130.07-88.130.612.8因去年度一次性標案,本年度無此情事。
2021/120.26-7.71-5.962.6-36.940.642.63-
2021/110.28188.43-52.092.34-39.160.523.25因疫情影響,造成訂單延後,以致本月營收較去年同期下滑。
2021/100.1-29.13-67.32.06-36.830.325.33因疫情影響,造成訂單延後,以致本月營收較去年同期下滑。
2021/90.1472.34-61.161.96-33.750.424.17因疫情影響,造成訂單延後,以致本月營收較去年同期下滑。
2021/80.08-60.53-80.681.82-30.020.443.99因疫情影響,造成訂單延後,以致本月營收較去年同期下滑。
2021/70.229.64-48.421.74-20.450.583.0-
2021/60.16-30.4441.041.54-14.330.81.91-
2021/50.22-45.82-46.421.38-17.970.72.18-
2021/40.41607.78-18.081.16-8.560.62.54-
2021/30.06-53.58-62.940.74-2.230.741.86因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2021/20.13-77.43-10.340.6913.670.961.44-
2021/10.56102.4120.990.5620.991.420.97-
2020/120.28-52.98-60.374.12-61.911.161.14因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/110.5996.83-37.033.84-62.011.241.07因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/100.3-15.81-85.593.26-64.551.071.25因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/90.35-14.28-64.432.96-58.421.161.35因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/80.415.37-65.382.6-57.440.921.71因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/70.39254.56-44.62.19-55.510.921.7因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/60.11-73.57-76.681.8-57.351.041.78因歐洲客戶舊產品進入停產階段,新舊產品轉換期遭遇COVID-19疫情影響,尚無法大量出貨,以致本月營收較去年同期下滑 。
2020/50.42-17.16-55.91.69-54.891.081.7因受疫情影響,歐洲客戶消費性產品需求遞延,以致本月營收較去年同期下滑55.91%
2020/40.51220.22-34.191.27-54.550.82.29因受疫情影響,歐洲客戶延後下單,故營收下滑
2020/30.1612.28-72.230.76-62.30.762.3因疫情影響,導致訂單遞延效應,造成本月營收下降
2020/20.14-69.55-76.330.6-58.41.31.35因疫情影響,延後開工,導致訂單遞延效應,造成本月營收下降
2020/10.46-33.7-45.930.46-45.932.090.84-
2019/120.7-25.29-13.0610.820.110.0N/A補增列印度客戶收入
2019/110.93-54.981.0510.121.160.0N/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)690.00.080-0.2104.3232.5233.6718.35-3.3101.090-0.1400.0700.060
2022 (9)690.0-0.940-1.1603.2625.3828.458.09-23.070-19.840-0.750-0.590-0.650
2021 (8)690.0-0.880-3.0002.6-36.8926.329.12-50.260-1.580-1.3100.190-0.610
2020 (7)69-1.43-1.270-1.5604.12-61.9224.125.47-34.370-26.430-1.420-1.210-0.880
2019 (6)70-1.410.21-67.19-0.20010.820.1922.87-16.53-1.3100.27-47.06-0.1400.1416.670.14-69.57
2018 (5)71-1.390.64-11.110.36-16.2810.8-20.2427.408.73-0.8900.5115.91-0.100.12-58.620.46-11.54
2017 (4)720.00.7235.850.434200.013.5410.4425.20-12.320.5800.4400.0800.29141.670.5236.84
2016 (3)72-8.860.5396.30.01-93.7512.26-7.428.747.28-2.030-0.080-0.2500.1200.3880.95
2015 (2)790.00.2700.16013.2413.0726.79140.05-1.870-1.100-0.250-0.1500.210
2014 (1)795.33-2.750-3.33011.71-30.6311.160-30.240-32.100-3.540-3.380-2.170

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