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)1220.830.830.64-3.03-46.670.555.77-48.61.7657.14-42.319.4624.747.9913.09-18.9-25.716.19-28.85-37.224.01-21.98-50.191.2-11.76-32.580.78-2.5-46.216.76-30.45-36.534.01-21.98-50.1921.9121.8239.55
24Q2 (19)1210.00.00.6646.67-28.260.5273.33-51.41.12148.89-39.4615.619.081.316.148.83-19.548.7068.93-24.875.1422.67-29.11.36102.99-23.60.845.45-28.579.7248.85-6.815.1422.67-29.1-4.81-11.15-1.52
24Q1 (18)1210.00.830.45-68.97-51.610.30-76.38-68.750.45-90.0-51.6113.1-28.69-12.7214.83-20.65-27.95.15-51.91-48.914.19-56.08-43.450.67-65.99-55.630.55-68.57-50.456.53-44.57-32.754.19-56.08-43.45-13.38-24.07-28.84
23Q4 (17)1210.00.831.4520.83-2.031.2718.69-16.994.5047.54-20.0718.371.94-1.2918.696.07-17.5210.718.62-24.749.5418.51-0.211.9710.67-25.661.7520.69-1.6911.7810.61-14.149.5418.51-0.219.4825.639.35
23Q3 (16)1210.00.831.2030.43-11.111.070.0-22.463.0564.86-26.5118.0217.01-5.4617.62-12.16-16.499.86-14.85-21.568.0511.03-5.291.780.0-25.831.4529.46-10.4910.652.11-13.138.0511.03-5.299.8114.685.73
23Q2 (15)1210.830.830.92-1.08-31.341.0711.46-21.91.8598.92-33.6915.42.62.820.06-2.48-8.911.5814.88-23.977.25-2.16-32.181.7817.88-21.931.120.9-30.010.437.42-29.437.25-2.16-32.18-8.37-19.12-12.89
23Q1 (14)1200.00.00.93-37.16-36.30.96-37.25-29.930.93-83.48-36.315.01-19.34-5.9520.57-9.22-1.4410.08-29.16-22.997.41-22.49-32.581.51-43.02-27.751.11-37.64-36.579.71-29.23-28.557.41-22.49-32.58-10.85-13.76-13.19
22Q4 (13)1200.00.01.489.63-30.191.5310.87-24.635.6335.6635.3418.61-2.3633.4122.667.39-19.0714.2313.21-27.779.5612.47-47.732.6510.42-3.641.789.88-30.213.7211.91-32.089.5612.47-47.7312.445.195.80
22Q3 (12)1200.00.01.350.75213.951.380.73272.974.1548.75103.4319.0627.2482.0421.10-4.189.3312.57-17.4797.338.50-20.4970.682.45.26258.211.621.25211.5412.26-17.0573.98.50-20.4970.6810.55-3.740.36
22Q2 (11)1200.00.01.34-8.2267.51.370.075.642.7991.173.2914.98-6.1455.8822.025.51-15.8915.2316.35-1.4210.69-2.736.792.289.0954.051.6-8.5766.6714.788.76-4.8310.69-2.736.794.13-19.68-16.25
22Q1 (10)1200.00.01.46-31.1382.51.37-32.5171.251.46-64.982.515.9614.4143.7820.87-25.468.4713.09-33.5514.0210.99-39.9126.032.09-24.064.571.75-31.3780.4113.59-32.7218.7910.99-39.9126.0323.83180.94208.07
21Q4 (9)1200.00.02.12393.02116.332.03448.65113.684.16103.92140.4613.9533.2440.0628.0045.0814.1519.70209.2638.1518.29267.2753.962.75310.4593.662.55390.38116.120.20186.5239.7918.29267.2753.9621.09173.38198.04
21Q3 (8)1200.00.00.43-46.2595.450.37-52.56131.252.0426.71175.6810.478.9561.0819.30-26.28-5.676.37-58.7740.314.98-50.2524.810.67-54.73123.330.52-45.83100.07.05-54.628.424.98-50.2524.81-2.24-23.12-27.53
21Q2 (7)1200.00.00.800.077.780.78-2.590.241.61101.25203.779.61-13.4234.0326.1836.0720.0915.4534.5871.6710.0114.7932.061.4816.54127.690.96-1.0377.7815.5335.7561.9410.0114.7932.06-0.99-9.19-9.14
21Q1 (6)1200.00.00.80-18.37900.00.80-15.791233.330.80-53.76900.011.111.4592.7119.24-21.5746.4211.48-19.5595.768.72-26.6448.431.27-10.561170.00.97-17.8977.7811.44-20.83466.348.72-26.6448.4332.34163.54238.98
20Q4 (5)1200.0-0.830.98345.45196.970.95493.75131.711.73133.7828.159.9653.238.2624.5319.8939.0614.26214.1123.1611.88197.74174.361.42373.33140.681.18353.85195.014.45163.21175.2411.88197.74174.36--0.00
20Q3 (4)1200.00.00.22-51.110.00.16-60.980.00.7439.620.06.5-9.340.020.46-6.150.04.54-49.560.03.99-47.360.00.3-53.850.00.26-51.850.05.49-42.750.03.99-47.360.0--0.00
20Q2 (3)1200.00.00.45462.50.00.41583.330.00.53562.50.07.1724.480.021.8065.910.09.00445.450.07.58376.730.00.65550.00.00.54500.00.09.59374.750.07.58376.730.0--0.00
20Q1 (2)120-0.830.00.08-75.760.00.06-85.370.00.08-94.070.05.76-37.390.013.14-25.510.01.65-74.180.01.59-63.280.00.1-83.050.00.09-77.50.02.02-61.520.01.59-63.280.0--0.00
19Q4 (1)1210.00.00.330.00.00.410.00.01.350.00.09.20.00.017.640.00.06.390.00.04.330.00.00.590.00.00.40.00.05.250.00.04.330.00.0--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)
2024/118.645.0733.8565.015.7324.47N/A-
2024/108.227.924.3756.372.4322.22N/A-
2024/97.6219.4214.5248.15-0.5519.460.47-
2024/86.3816.7713.5140.54-2.9517.260.53-
2024/75.460.83-5.0134.16-5.5116.170.56-
2024/65.422.435.2628.7-5.6115.60.45-
2024/55.298.072.5723.28-7.8214.260.49-
2024/44.8919.98-3.9117.99-10.4912.390.56-
2024/34.0819.33-28.9413.1-12.7313.10.63-
2024/23.42-38.96-30.019.02-2.6914.330.58-
2024/15.65.4727.745.627.7417.360.48-
2023/125.31-17.72-10.8666.79-2.918.370.42-
2023/116.45-2.370.1561.49-2.1419.710.39-
2023/106.61-0.633.5355.03-2.418.880.41-
2023/96.6518.362.6448.42-3.1618.020.539月合併營收6.65億,較8月增18.37%,與去年9月比增2.65%,車用、新能源產品較去年同期、上期比皆增長。
2023/85.62-2.28-8.5341.77-4.0316.520.588月合併營收5.62億,較7月減2.29%,與去年8月比減8.54%,車用、新能源產品較去年同期、上期皆增長,惟工控需求減少所致。
2023/75.7511.75-10.6136.15-3.2916.050.597月合併營收5.75億,較6月增11.75%,與去年7月比減10.62%,車用、新能源產品同比、上期皆增長,惟工控需求減少所致。
2023/65.15-0.18-7.4930.4-1.7615.40.53-
2023/55.161.23-4.1425.26-0.5115.990.51-
2023/45.09-11.2626.0320.10.4615.720.52-
2023/35.7417.53-8.1715.01-6.015.010.57-
2023/24.8811.411.779.27-4.615.220.56-
2023/14.38-26.4-10.834.38-10.8316.780.51-
2022/125.96-7.5511.8668.7952.4318.780.4212月合併營收5.96億,較11月減少7.56%,與去年12月比增11.87%,係因車用電子新能源需求穩定所致。
2022/116.440.9247.1462.8357.8619.310.4111月合併營收6.44億,較10月增加0.93%,與去年11月比增47.14%,係因車用電子新能源需求穩定所致。
2022/106.38-1.4850.2656.3959.1819.010.4210月合併營收6.38億,較9月減少1.49%,與去年10月比增50.26%,係因車用電子新能源及工控需求穩定所致。
2022/96.485.4669.8450.0160.419.060.459月合併營收6.48億,較8月增加5.47%,與去年9月比增69.84%,係因車用電子新能源及工控需求穩定所致。
2022/86.14-4.571.6443.5359.0818.140.488月合併營收6.14億,較7月減少4.51%,與去年8月比增71.65%,係因車用電子新能源工控需求穩定所致。
2022/76.4315.65109.4737.3857.1917.380.57月合併營收6.43億,較6月增加15.65%,與去年7月比增109.47%,係因蕪湖產能開出及車用電子新能源工控需求穩定所致。
2022/65.563.4283.3430.9549.4414.980.526月合併營收5.56億,較5月增加3.43%,與去年6月比增83.35%,係因車用電子新能源、工控需求穩定所致。
2022/55.3833.1170.1325.3843.6215.670.49隨華東等地工廠逐步恢復生產,車用電子新能源、工控出貨回溫,5月合併營收5.37億,較4月增加33.12%,與去年5月比增70.13%。
2022/44.04-35.3518.3220.0137.8515.090.51受大陸疫情封控措施致物流受阻影響,4月合併營收4.04億,較3月減少35.35%,與去年4月比增18.32%。
2022/36.2530.2653.215.9643.8515.960.493月合併營收6.25億,較2月增30.27%,與去年3月比增53.20%,係因車用電子新能源需求成長所致。
2022/24.8-2.3961.079.7138.4215.040.522月合併營收4.8億,較1月減2.4%,與去年2月比增61.07%,係因車用電子新能源及工控需求穩定成長所致。
2022/14.92-7.6621.724.9221.7214.620.54-
2021/125.3221.5936.6745.1353.4213.950.3612月合併營收5.32億,較11月增加21.60%,與去年12月比增36.67%,係因料況干擾暫時降低及車用電子新能源需求成長所致。
2021/114.383.0644.9639.855.9812.440.411月合併營收4.38億,較10月增加3.07%,與去年11月比增44.96%,係因車用電子新能源及工控需求穩定所致。
2021/104.2511.3438.6835.4257.4511.640.4310月合併營收4.25億,較9月增加11.35%,與去年10月比增38.68%,係因車用電子新能源及工控需求穩定成長所致。
2021/93.826.5958.631.1860.4110.470.559月合併營收3.81億,較8月增加6.59%,與去年9月比增58.60%,係因車用電子新能源及工控需求穩定所致。
2021/83.5816.5362.6927.3660.679.690.598月合併營收3.57億,較7月增加16.53%,與去年8月比增62.70%,係因車用電子新能源及工控需求增加所致。
2021/73.071.2261.8723.7860.379.270.627月合併營收3.07億,較6月增加1.23%,與去年7月比增61.87%,係因車用電子新能源需求穩定所致。
2021/63.03-4.0248.220.7160.159.610.636月合併營收3.03億,較5月減少4.03%,與去年6月比增48.21%,係因車用電子新能源需求穩定成長所致。
2021/53.16-7.4123.4517.6762.410.660.575月合併營收3.16億,較4月減少7.42%,與去年5月比增23.45%,係因車用電子新能源需求穩定所致。
2021/43.42-16.2933.2114.5174.3810.470.584月合併營收3.41億,較3月減少16.29%,與去年4月比增33.22%,係因車用電子新能源需求穏定,工控需求減緩所致。
2021/34.0836.9572.5711.192.7111.10.523月合併營收4.08億,較2月增36.96%,與去年3月比增72.58%,係因工控及車用電子新能源需求穩定成長所致。
2021/22.98-26.24201.357.02106.7410.910.532月合併營收2.98億,較1月減26.24%,與去年2月比增201.35%,因工控及車用電子新能源需求仍強,但農曆春節期間工作天數減少所致。
2021/14.043.6767.874.0467.8710.950.531月合併營收403,877仟元,較去年12月增3.68%,與去年1月相比較增67.87%,因工控及車用電子新能源客戶因應需求,提前備料。
2020/123.928.9723.5529.41-17.939.980.47-
2020/113.02-1.39-4.8425.52-21.938.490.56-
2020/103.0627.336.5222.5-23.777.670.62-
2020/92.419.34-21.5719.43-27.056.50.6-
2020/82.215.94-33.2617.03-27.766.140.64-
2020/71.9-7.31-28.8914.83-26.866.510.6-
2020/62.05-20.05-41.3512.93-26.567.170.47-
2020/52.56-0.09-20.010.88-22.97.490.45-
2020/42.568.43-11.088.32-23.755.920.57-
2020/32.36139.15-28.935.76-28.295.760.74-
2020/20.99-58.91-45.293.39-27.846.550.65-
2020/12.41-23.69-16.962.41-16.960.0N/A-
2019/123.15-0.66-8.6635.84-11.230.0N/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)1210.834.48-20.04.36-22.8366.79-2.6719.14-11.6810.54-23.188.13-17.387.04-25.277.15-22.875.43-19.56
2022 (9)1200.05.6034.945.6541.9668.6252.0521.67-7.5513.720.299.84-11.279.4252.679.2746.686.7535.0
2021 (8)1200.04.15141.283.98150.3145.1353.5623.4413.0713.6863.6411.0956.866.17150.816.32143.085.0140.38
2020 (7)120-0.831.7228.361.599.6629.39-18.020.7330.628.3639.87.0755.382.4614.952.630.02.0827.61
2019 (6)1210.01.3413.561.452.8435.84-11.2415.8722.745.9819.64.5527.452.145.942.014.941.6313.19
2018 (5)1215.221.18-21.851.412.1740.3817.4212.93-14.375.00-21.883.57-29.862.02-8.181.74-23.351.44-17.71
2017 (4)1151.771.5148.041.3820.034.39-5.6315.1055.196.4061.215.0959.562.251.722.2787.61.7550.86
2016 (3)113-0.881.0201.15036.4438.039.73145.093.9703.1901.4501.2101.160
2015 (2)114-0.87-0.680-0.66026.4-16.883.97-38.92-3.000-2.950-0.790-0.760-0.780
2014 (1)115-0.860.510-0.11031.7610.626.500-0.0101.870000.7200.590

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