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)920.00.0-0.21-40.0-10.53-0.16-23.0811.11-0.51-64.5213.560.5-41.182.0428.3651.5117.48-40.11-146.6822.06-48.52-163.985.22-0.2-42.8620.0-0.19-35.71-11.76-48.54-163.665.38-48.52-163.985.22-7.15-16.88-7.97
24Q2 (19)920.00.0-0.156.2516.67-0.137.1427.78-0.31-93.7522.50.8526.87-7.6118.72-17.2876.6-16.2641.5140.59-18.3838.8831.65-0.1426.3244.0-0.140.012.5-18.4138.6131.36-18.3838.8831.6518.36-0.213.57
24Q1 (18)920.00.0-0.16-6.6727.27-0.140.06.67-0.1678.3827.270.679.841.5222.63-22.6644.79-27.80-16.7616.47-30.07-18.4328.73-0.19-35.7113.64-0.140.030.0-29.99-17.5228.44-30.07-18.4328.7317.167.1911.11
23Q4 (17)920.00.0-0.1521.050.0-0.1422.220.0-0.74-25.42-21.310.6124.49-22.7829.26124.395.25-23.8153.73-39.32-25.3950.4-41.84-0.1444.0-7.69-0.1417.650.0-25.5250.25-37.28-25.3950.4-41.84-11.137.7511.11
23Q3 (16)920.00.0-0.19-5.56-46.15-0.180.0-12.5-0.59-47.5-28.260.49-46.74-47.3113.0423.02-8.43-51.46-88.02-130.35-51.19-90.37-163.05-0.250.0-19.05-0.17-6.25-41.67-51.30-91.28-165.25-51.19-90.37-163.05-3.686.31-10.00
23Q2 (15)920.00.0-0.1818.185.26-0.18-20.00.0-0.40-81.82-21.210.9239.390.010.60-32.18-5.19-27.3717.76-14.33-26.8936.26-14.43-0.25-13.64-13.64-0.1620.05.88-26.8236.01-14.13-26.8936.26-14.4311.46-14.25-13.57
23Q1 (14)920.00.0-0.22-46.67-57.14-0.15-7.14-15.38-0.2263.93-57.140.66-16.46-26.6715.63-43.78-18.55-33.28-94.73-97.62-42.19-135.7-137.42-0.22-69.23-46.67-0.2-42.86-53.85-41.91-125.44-140.72-42.19-135.7-137.42-15.76-31.032.68
22Q4 (13)920.00.0-0.15-15.3811.76-0.1412.50.0-0.61-32.6121.790.79-15.05-4.8227.8095.226.07-17.0923.5-18.27-17.908.0214.96-0.1338.1-8.33-0.14-16.676.67-18.593.88-6.84-17.908.0214.96-6.988.1011.80
22Q3 (12)920.00.0-0.1331.5813.33-0.1611.115.88-0.46-39.3924.590.931.0934.7814.2427.37-32.64-22.346.685.5-19.4617.1925.61-0.214.55-31.25-0.1229.4114.29-19.3417.78.56-19.4617.1925.611.66-2.07-13.68
22Q2 (11)920.00.0-0.19-35.7132.14-0.18-38.4625.0-0.33-135.7128.260.922.2248.3911.18-41.74-24.51-23.94-42.1638.49-23.50-32.2554.36-0.22-46.678.33-0.17-30.7734.62-23.50-34.9848.03-23.50-32.2554.365.33-9.03-15.66
22Q1 (10)920.00.0-0.1417.6522.22-0.137.1413.33-0.1482.0522.220.98.43-21.7419.19-26.7840.28-16.84-16.54-15.98-17.7715.589.24-0.15-25.011.76-0.1313.3323.53-17.41-0.06-1.93-17.7715.589.2414.362.1612.39
21Q4 (9)920.00.0-0.17-13.335.56-0.1417.6530.0-0.78-27.87-13.040.8320.29-33.0626.2123.98128.11-14.4538.8722.77-21.0519.53-9.07-0.1225.047.83-0.15-7.1411.76-17.4017.733.81-21.0519.53-9.0715.7916.5523.41
21Q3 (8)920.00.0-0.1546.4328.57-0.1729.1719.05-0.61-32.61-19.610.6911.29-40.021.1442.7481.62-23.6439.26-24.03-26.1649.19-18.75-0.1633.3327.27-0.1446.1530.0-21.1553.23-6.07-26.1649.19-18.75-17.40-4.57-15.41
21Q2 (7)920.03.37-0.28-55.56-47.37-0.24-60.0-14.29-0.46-155.56-53.330.62-46.09-42.0614.818.2693.34-38.92-168.04-187.02-51.49-162.97-223.84-0.24-41.18-60.0-0.26-52.94-52.94-45.22-164.75-295.63-51.49-162.97-223.84-26.68-27.78-17.50
21Q1 (6)920.00.0-0.180.0-63.64-0.1525.0-36.36-0.1873.91-63.641.15-7.2623.6613.6819.06-17.34-14.5222.39-81.73-19.58-1.45-74.67-0.1726.09-142.86-0.170.0-70.0-17.085.58-105.54-19.58-1.45-74.670.297.1414.88
20Q4 (5)920.00.0-0.1814.29-80.0-0.204.76-33.33-0.69-35.2933.651.247.83-9.4911.49-1.2986.22-18.711.84-87.29-19.3012.39-181.75-0.23-4.55-64.29-0.1715.0-88.89-18.099.28-199.01-19.3012.39-181.75--0.00
20Q3 (4)923.370.0-0.21-10.530.0-0.210.00.0-0.51-70.00.01.157.480.011.6451.960.0-19.06-40.560.0-22.03-38.550.0-0.22-46.670.0-0.2-17.650.0-19.94-74.450.0-22.03-38.550.0--0.00
20Q2 (3)89-3.260.0-0.19-72.730.0-0.21-90.910.0-0.30-172.730.01.0715.050.07.66-53.720.0-13.56-69.710.0-15.90-41.840.0-0.15-114.290.0-0.17-70.00.0-11.43-37.550.0-15.90-41.840.0--0.00
20Q1 (2)920.00.0-0.11-10.00.0-0.1126.670.0-0.1189.420.00.93-32.120.016.55168.230.0-7.9920.020.0-11.21-63.650.0-0.0750.00.0-0.1-11.110.0-8.31-37.360.0-11.21-63.650.0--0.00
19Q4 (1)920.00.0-0.100.00.0-0.150.00.0-1.040.00.01.370.00.06.170.00.0-9.990.00.0-6.850.00.0-0.140.00.0-0.090.00.0-6.050.00.0-6.850.00.0--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)
2024/110.29-22.0570.62.6811.470.83N/A客戶需求增加
2024/100.37114.28122.012.397.00.75N/A客戶需求增加
2024/90.17-19.18-12.492.02-2.240.52.08-
2024/80.2184.4753.121.85-1.160.492.11客戶需求增加
2024/70.12-29.82-23.971.63-5.530.731.42-
2024/60.16-63.76-58.061.52-3.760.851.11客戶需求減少
2024/50.45100.5643.411.3514.230.911.03-
2024/40.23-2.339.520.93.580.651.44-
2024/30.2319.1323.810.671.720.671.72-
2024/20.19-20.83112.010.44-7.00.711.63終端客戶需求增加
2024/10.25-9.12-35.610.25-35.610.691.69-
2023/120.2760.49-22.72.67-24.560.611.39-
2023/110.171.43-31.272.4-24.760.531.58-
2023/100.17-15.54-14.342.23-24.220.51.67-
2023/90.241.42-23.442.07-24.920.491.82-
2023/80.14-8.41-71.81.87-25.070.681.3客戶端需求減少
2023/70.15-61.29-14.231.73-13.540.861.03-
2023/60.3923.9437.471.58-13.470.921.05-
2023/50.3253.16-25.881.19-22.940.711.35-
2023/40.2110.4-0.570.87-21.80.491.97-
2023/30.19104.0-25.070.66-26.70.661.8-
2023/20.09-75.95-66.390.47-27.330.821.44終端客戶需求減少
2023/10.389.090.840.380.840.981.22-
2022/120.3542.719.283.547.640.791.34-
2022/110.2526.41-2.053.196.50.71.52-
2022/100.19-24.51-32.932.957.280.951.12-
2022/90.26-47.942.012.7512.020.931.27-
2022/80.49178.5436.392.499.630.961.23-
2022/70.18-37.9524.132.04.570.891.33-
2022/60.29-33.17142.191.822.990.921.22終端客戶需求增加
2022/50.43105.47175.731.54-6.930.891.26終端客戶需求增加
2022/40.21-16.8-40.361.11-25.850.731.53-
2022/30.25-8.48-57.540.9-21.440.91.14終端客戶需求減少
2022/20.27-27.8610.160.6516.560.951.09-
2022/10.3829.0421.650.3821.650.921.12-
2021/120.2917.16-60.233.29-25.020.831.19終端客戶需求減少
2021/110.25-13.43-34.233.0-17.90.721.37-
2021/100.2959.84126.62.75-16.00.831.19客戶端需求增加
2021/90.18-49.97-55.982.46-21.80.691.6終端需求減少
2021/80.36153.49-17.572.28-16.650.621.77-
2021/70.1421.04-51.01.91-16.470.422.65終端客戶需求減少
2021/60.12-23.92-70.711.77-11.440.621.67客戶端需求減少
2021/50.16-55.56-64.311.653.51.090.95客戶端需求減少
2021/40.35-40.7647.881.528.861.190.88-
2021/30.59137.4544.611.1524.021.151.0-
2021/20.25-20.33-15.310.567.851.30.89-
2021/10.31-57.8137.920.3137.921.430.8-
2020/120.7493.75153.64.39-56.071.250.82終端需求及標案增加
2020/110.38198.26-19.943.65-62.370.921.11終端需求減少
2020/100.13-68.95-78.653.27-64.560.981.04終端客戶需求減少
2020/90.41-6.31-66.463.14-63.581.141.08終端需求減少
2020/80.4450.69-80.932.73-63.11.131.09終端需求減少
2020/70.29-27.64-62.972.29-55.041.131.09終端需求減少
2020/60.4-7.3-38.152.0-53.591.070.28IC 終端需求減少
2020/50.4384.16-36.591.6-56.341.080.28IC 需求減少
2020/40.24-42.07-65.751.16-60.90.940.32IC需求減少
2020/30.4139.05-61.040.93-59.430.930.38IC 需求減少
2020/20.2929.74-66.840.52-58.080.810.43IC需求減少
2020/10.23-22.43-36.220.23-36.220.0N/A-
2019/120.29-38.83-48.129.9970.480.0N/A本年度IC需求增加
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)920.0-0.740-0.6602.67-24.5816.52-6.77-32.430-34.780-0.870-0.930-0.670
2022 (9)920.0-0.610-0.6303.547.617.72-4.83-20.190-19.740-0.710-0.70-0.560
2021 (8)920.0-0.780-0.6803.29-25.0618.6259.69-21.020-27.360-0.690-0.770-0.710
2020 (7)920.0-0.690-0.7204.39-56.0611.66863.64-15.280-17.480-0.670-0.650-0.640
2019 (6)920.0-1.040-1.0909.9970.481.21-18.24-8.900-9.560-0.890-0.840-0.950
2018 (5)920.0-0.830-0.8405.86-5.481.48-84.03-11.230-13.060-0.660-0.650-0.760
2017 (4)920.0-0.790-0.5906.22.489.270-6.800-11.670-0.420-0.60-0.720
2016 (3)920.0-1.600-1.4506.053.95-1.520-20.400-24.280-1.230-1.380-1.470
2015 (2)920.0-1.390-1.3405.82-59.310.54-3.48-21.190-21.870-1.230-1.270-1.270
2014 (1)921.1-0.600-0.99014.3-7.9210.920-6.040-4.270-0.860-0.570-0.610

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