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)1210.830.835.3441.64156.735.4553.95220.5912.1478.53176.5442.7218.4481.2528.8413.9521.3820.9229.3874.4815.5022.3446.928.9453.34215.96.4442.16157.620.5722.048.6315.5022.3446.9224.2633.0345.05
24Q2 (19)1200.00.03.7724.4282.133.5436.15100.06.80124.42195.6536.0730.0843.4825.311.937.2916.171.0618.3712.67-6.5617.645.8331.3169.974.5324.1181.9316.86-5.3912.0312.67-6.5617.64-5.64-5.14-7.85
24Q1 (18)1200.00.03.03-34.71217.392.60-51.85622.223.03-66.451217.3927.73-41.3668.3724.832.1450.7616.00-4.36492.5913.5615.21629.034.44-43.87909.093.65-34.591203.5717.8220.98924.1413.5615.21629.0329.6444.1982.90
23Q4 (17)1200.00.04.64123.08254.25.40217.65217.659.03105.698.5347.29100.6477.9824.312.3129.3116.7339.5375.5511.7711.5693.97.91179.51212.655.58123.2255.4114.736.4391.811.7711.5693.947.2061.78106.85
23Q3 (16)1200.00.02.080.48-43.171.70-3.95-26.414.3990.87-37.3823.57-6.25-22.2123.760.720.7211.99-12.23-16.7410.55-2.04-27.942.83-17.49-35.092.50.4-43.0513.84-8.04-29.5310.55-2.04-27.9423.20400.24193.86
23Q2 (15)1200.00.02.07800.0-10.391.77391.675.362.30900.0-31.5525.1452.64-9.6323.5943.2322.4213.66405.9326.9510.77479.037.813.43679.5514.722.49789.29-10.1115.05764.9412.1510.77479.037.817.32358.78156.43
23Q1 (14)1200.00.00.23-82.44-78.10.36-78.82-59.550.23-97.24-78.116.47-38.01-21.1616.47-12.39-9.512.70-71.67-63.061.86-69.36-69.150.44-82.61-71.240.28-82.17-77.781.74-77.34-78.681.86-69.36-69.15-25.16-73.32-52.61
22Q4 (13)1200.00.01.31-64.211.551.70-26.4153.158.3218.6948.0426.57-12.311.4118.80-20.3110.469.53-33.8234.796.07-58.543.412.53-41.9736.761.57-64.241.957.68-60.9-1.926.07-58.543.41-1.70-2.885.54
22Q3 (12)1200.00.03.6658.44103.332.3137.532.767.01108.6361.8930.38.9114.5123.5922.4218.0114.4033.8336.8814.6446.5580.074.3645.8256.834.3958.48104.1919.6446.3583.2114.6446.5580.0721.0489.2263.13
22Q2 (11)1200.00.02.31120.056.081.6888.762.443.36220.032.8127.8233.1718.9919.275.88-5.2610.7647.2-1.019.9965.6731.622.9995.4217.722.77119.8455.6213.4264.4634.29.9965.6731.626.4550.7034.47
22Q1 (10)1200.00.01.05-18.60.00.89-19.82-15.241.05-81.320.020.89-20.2714.8418.206.93-15.867.313.39-19.236.032.73-12.611.53-17.3-7.271.26-18.180.08.164.21-9.036.032.73-12.61-10.62-23.46-28.02
21Q4 (9)1200.00.01.29-28.33-55.521.11-36.21-18.385.6229.79-31.1326.2-0.9838.2617.02-14.86-31.627.07-32.79-40.195.87-27.8-67.851.85-33.45-17.411.54-28.37-55.627.83-26.96-63.435.87-27.8-67.856.09-3.35-15.05
21Q3 (8)1200.00.01.8021.62-7.691.746.1-10.774.3371.15-17.6826.4613.1725.1719.99-1.72-21.9810.52-3.22-22.78.137.11-26.232.789.45-3.472.1520.79-8.1210.727.2-20.658.137.11-26.2320.8531.2931.14
21Q2 (7)1200.00.01.4840.95-32.111.6456.19-16.332.53140.95-23.3323.3828.536.3220.34-5.96-21.7110.8720.11-26.77.5910.0-35.682.5453.94-22.091.7841.27-31.810.0011.48-37.117.5910.0-35.6812.26-11.4216.70
21Q1 (6)1200.00.01.05-63.79-7.081.05-22.7929.631.05-87.13-7.0818.19-4.0136.0521.63-13.1-16.689.05-23.43-3.626.90-62.21-31.621.65-26.3430.951.26-63.69-6.678.97-58.1-26.056.90-62.21-31.62-7.18-7.54-26.52
20Q4 (5)1200.00.02.9048.7217.891.36-30.26-44.948.1655.137.0918.95-10.36-8.3724.89-2.85-19.6811.82-13.15-29.7718.2665.728.232.24-22.22-35.633.4748.2917.6321.4158.4828.8218.2665.728.23--0.00
20Q3 (4)1200.00.01.95-10.550.01.95-0.510.05.2659.390.021.14-3.870.025.62-1.390.013.61-8.230.011.02-6.610.02.88-11.660.02.34-10.340.013.51-15.030.011.02-6.610.0--0.00
20Q2 (3)1200.00.02.1892.920.01.96141.980.03.30192.040.021.9964.470.025.980.080.014.8357.930.011.8016.950.03.26158.730.02.6193.330.015.9031.080.011.8016.950.0--0.00
20Q1 (2)1200.00.01.13-54.070.00.81-67.210.01.13-85.170.013.37-35.350.025.96-16.230.09.39-44.210.010.09-29.140.01.26-63.790.01.35-54.240.012.13-27.020.010.09-29.140.0--0.00
19Q4 (1)1200.00.02.460.00.02.470.00.07.620.00.020.680.00.030.990.00.016.830.00.014.240.00.03.480.00.02.950.00.016.620.00.014.240.00.0--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)
2024/1010.46-28.59-6.97116.9853.0738.15N/A終端客戶所需產品大量出貨
2024/914.6512.3961.82106.5263.4342.720.41終端客戶所需產品大量出貨
2024/813.04-13.2776.1291.8763.6941.320.43終端客戶所需產品大量出貨
2024/715.0313.38111.1178.8461.840.760.43終端客戶所需產品大量出貨
2024/613.266.2360.263.8153.3636.070.51終端客戶所需產品大量出貨
2024/512.4820.6536.4350.5551.6633.460.55終端客戶所需產品大量出貨
2024/410.34-2.8633.9738.0757.4226.950.68終端客戶所需產品大量出貨
2024/310.6578.6954.4127.7368.4127.730.6終端客戶所需產品大量出貨
2024/25.96-46.4611.3317.0978.535.190.47終端客戶所需產品大量出貨
2024/111.13-38.54163.6811.13163.6847.180.35終端客戶所需產品大量出貨
2023/1218.110.9366.08112.476.5347.290.39終端客戶所需產品大量出貨
2023/1117.9459.53129.8594.36-0.3238.240.48終端客戶所需產品大量出貨
2023/1011.2524.242.9476.42-12.0227.70.67-
2023/99.0522.33-7.9865.18-17.4923.570.95-
2023/87.43.95-27.7956.12-18.8522.790.98-
2023/77.12-13.95-30.2548.72-17.2924.540.91-
2023/68.27-9.53-37.0541.6-14.5725.140.84-
2023/59.1518.48-3.4333.33-6.2723.760.89-
2023/47.7211.9448.3324.18-7.319.961.06-
2023/36.8928.84-15.2816.47-21.1616.471.39-
2023/25.3526.79-0.79.57-24.9120.471.11-
2023/14.22-61.29-42.644.22-42.6422.930.99-
2022/1210.939.6816.86105.5812.0426.570.9-
2022/117.81-0.78-4.8994.6711.5125.510.94-
2022/107.87-20.04-9.1586.8713.2627.960.86-
2022/99.84-4.05.1679.016.1230.31.0-
2022/810.250.4211.2169.1617.8633.60.9-
2022/710.21-22.3429.3758.9119.132.820.92-
2022/613.1438.7756.0348.7117.1627.820.97客戶需求成長與第二季停工導致之訂單遞延,營收變動達50%以上。
2022/59.4782.0128.8235.567.2822.811.19-
2022/45.2-36.06-31.5926.091.1418.731.44-
2022/38.1451.011.0920.8914.8320.891.4-
2022/25.39-26.7523.3812.7525.7422.081.32-
2022/17.36-21.1227.527.3627.5224.891.17-
2021/129.3313.6634.3194.2324.8926.20.92-
2021/118.21-5.2326.5684.923.9426.220.91-
2021/108.66-7.4456.9376.6923.6627.230.88受惠於雲端趨勢增長快速,公司不斷開發新品以滿足客戶需求,訂單能見度高,故營收增長迅速。
2021/99.361.5230.8768.0320.4226.460.77-
2021/89.2216.8237.9758.6818.925.530.8-
2021/77.89-6.347.9749.4615.9223.670.86-
2021/68.4214.5725.7241.5717.5623.380.77-
2021/57.35-3.33-3.8733.1515.6523.010.78-
2021/47.61-5.52-0.4325.822.7620.030.9-
2021/38.0584.3245.5418.1936.0118.190.86-
2021/24.37-24.336.7810.1429.2917.080.92-
2021/15.77-16.9124.145.7724.1419.20.82-
2020/126.957.11-5.2175.4510.3718.950.75-
2020/116.4817.5-12.568.512.2419.150.75-
2020/105.52-22.81-7.1262.0215.6619.350.74-
2020/97.157.0224.2956.518.521.140.59-
2020/86.68-8.5720.5849.3517.7120.690.6-
2020/77.319.0527.142.6717.2721.660.57-
2020/66.7-12.433.1835.3615.4321.990.48-
2020/57.650.1252.0828.6611.9420.820.51主要係因客戶需求成長,營收變動達50%以上
2020/47.6438.1153.7421.012.1316.360.65客戶需求成長,與第一季停工導致之訂單遞延,營收變動達50%以上
2020/35.5373.22-1.2913.37-14.313.370.75-
2020/23.19-31.29-17.117.84-21.5915.170.67-
2020/14.65-36.56-24.394.65-24.3919.390.52-
2019/127.33-1.1316.9368.354.630.0N/A-
2019/117.4124.734.2161.033.330.0N/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)1200.08.959.289.2339.85112.476.5322.8813.3813.0020.269.843.0414.6228.0214.36.4810.858.61
2022 (9)1200.08.1947.36.6019.35105.5812.0420.183.1210.8115.499.5533.9411.4229.4813.4351.589.9948.44
2021 (8)1200.05.56-31.195.53-9.294.2324.8919.57-23.559.36-26.77.13-44.738.82-8.418.86-26.356.73-31.12
2020 (7)1200.08.087.166.09-17.0375.4510.3925.60-16.5312.77-22.712.90-3.39.63-14.712.034.349.777.13
2019 (6)1200.07.5442.537.3447.3968.354.8230.6716.6216.5229.5713.3435.4311.2935.8611.5332.389.1242.06
2018 (5)1200.05.2940.324.9815.2865.2118.2626.30-1.3112.752.919.8519.258.3121.678.7141.636.4241.1
2017 (4)1200.03.77-23.844.32-6.955.145.8326.65-10.4212.39-17.078.26-28.36.83-12.216.15-24.634.55-24.17
2016 (3)1200.04.9519.284.6429.6152.117.3729.752.314.9411.8311.521.327.7831.28.1622.716.018.81
2015 (2)1200.04.15-7.163.58-10.2844.39-0.7629.08-4.5913.36-8.3711.37-6.035.93-9.056.65-6.345.05-6.65
2014 (1)1200.04.4759.073.9956.4744.7320.1130.48014.58012.1006.5254.877.156.045.4158.19

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