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)2050.03.543.37-71.85-21.995.70-25.0171.4327.3113.84245.26139.43-12.2812.5429.28-16.96-9.638.76-30.25106.64.96-67.83-28.4312.22-38.81132.766.91-71.81-19.465.34-70.63-30.474.96-67.83-28.43-8.05-36.1330.63
24Q2 (19)2051.996.2211.97-0.42425.07.6086.27206.4523.9999.58577.68158.95-3.8258.8435.263.928.6312.5665.9275.1715.425.33250.4519.9759.5178.5224.511.28455.7818.186.01179.6915.425.33250.450.566.3822.15
24Q1 (18)2012.554.6912.0213.18853.974.08-41.969.0912.02-34.96853.97165.264.9463.9833.93-6.096.437.57-22.68-9.0114.6410.66510.012.52-18.7549.424.216.12900.017.1523.74449.6814.6410.66510.016.0279.5196.40
23Q4 (17)196-1.010.5110.62145.83856.767.03234.7610.8818.48133.63-33.31157.4827.1128.1436.1311.5129.879.79130.9-3.2613.2390.91647.4615.41193.5223.9720.84142.89860.3713.8680.47958.0213.2390.91647.4625.45117.65109.72
23Q3 (16)1982.592.064.3289.47-29.532.10-15.32-60.087.91123.45-70.06123.8923.8-15.032.40-0.1833.664.24-40.86-49.46.9357.5-15.285.25-26.78-57.08.5894.56-28.027.6818.15-16.166.9357.5-15.2811.5585.21-24.50
23Q2 (15)1930.52-2.032.2880.95-75.142.48-33.69-67.23.54180.95-82.53100.07-0.7-38.5532.461.825.917.17-13.82-39.194.4083.33-60.327.17-14.44-62.664.4182.23-75.596.50108.33-51.384.4083.33-60.32-9.3547.23-37.35
23Q1 (14)192-1.54-2.541.2613.51-88.643.74-41.01-62.071.26-95.45-88.64100.78-18.0-41.0831.8814.591.178.32-17.79-42.142.4035.59-81.218.38-32.58-65.932.4211.52-88.923.12138.17-79.652.4035.59-81.21-16.84-34.19-10.24
22Q4 (13)1950.52-1.021.11-81.89-87.926.3420.53-18.9327.714.88-32.97122.9-15.68-26.9927.8214.77-1.710.1220.76-8.421.77-78.36-83.5512.431.8-33.172.17-81.8-88.021.31-85.7-89.341.77-78.36-83.55-13.09-57.52-4.95
22Q3 (12)194-1.52-1.526.13-33.15-49.345.26-30.42-54.6226.4230.4-17.82145.75-10.5-13.8924.24-20.91-23.688.38-28.92-50.38.18-26.24-41.912.21-36.41-57.211.92-34.03-50.09.16-31.49-45.88.18-26.24-41.9-7.65-25.23-26.88
22Q2 (11)1970.00.09.17-17.31-20.197.56-23.33-24.1720.2682.691.05162.85-4.82.3630.65-2.73-5.9811.79-18.01-26.0411.09-13.16-22.0719.2-21.95-24.2918.07-17.3-20.1913.37-12.79-22.8511.09-13.16-22.07-1.591.681.38
22Q1 (10)1970.00.011.0920.6729.569.8626.0937.3311.09-73.1729.56171.061.6232.7331.5111.346.0614.3830.140.9812.7718.68-2.4424.632.2634.0621.8520.5829.4415.3324.74-3.7112.7718.68-2.440.53-1.69-3.22
21Q4 (9)1970.00.09.19-24.05-52.147.82-32.53353.0741.3428.58-6.34168.33-0.5631.0928.30-10.8922.7811.05-34.461355.6810.76-23.58-63.4918.6-34.811746.0218.12-23.99-52.1112.29-27.28-63.3410.76-23.58-63.492.92-9.37-8.14
21Q3 (8)1970.00.012.105.3130.1111.5916.25151.4132.1560.3528.91169.276.3941.8431.76-2.5840.4716.865.7776.5414.08-1.05-8.6328.5312.5150.2623.845.329.9916.90-2.48-0.5314.08-1.05-8.6314.9219.7727.55
21Q2 (7)1970.00.011.4934.2391.59.9738.8679.3220.05134.2328.2159.123.4546.5732.609.7331.6615.9411.9460.214.238.7130.4325.3638.2134.8122.6434.1291.3817.338.8667.4414.238.7130.4311.91-10.60185.61
21Q1 (6)1970.00.08.56-55.42-11.117.18332.361.998.56-80.61-11.11128.880.370.1629.7128.89-2.3714.241718.182.8213.09-55.58-11.2518.351723.892.9216.88-55.39-11.0615.92-52.51-8.4513.09-55.58-11.253.9825.5282.67
20Q4 (5)1970.00.019.20106.45202.36-3.09-167.03-154.8844.1476.9891.5128.417.6-2.5223.051.95-12.76-0.88-109.21-108.6329.4791.24210.54-1.13-109.91-108.4137.84106.32202.4833.5297.29206.9629.4791.24210.54--0.00
20Q3 (4)1970.00.09.3055.00.04.61-17.090.024.9459.460.0119.349.940.022.61-8.680.09.55-4.020.015.4141.250.011.45.560.018.3455.030.016.9964.150.015.4141.250.0--0.00
20Q2 (3)1970.00.06.00-37.690.05.56-21.020.015.6462.410.0108.55-15.640.024.76-18.630.09.95-28.160.010.91-26.030.010.8-39.430.011.83-37.670.010.35-40.480.010.91-26.030.0--0.00
20Q1 (2)1970.00.09.6351.650.07.0425.040.09.63-58.220.0128.67-2.320.030.4315.180.013.8535.780.014.7555.430.017.8332.760.018.9851.720.017.3959.250.014.7555.430.0--0.00
19Q4 (1)1970.00.06.350.00.05.630.00.023.050.00.0131.730.00.026.420.00.010.200.00.09.490.00.013.430.00.012.510.00.010.920.00.09.490.00.0--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)
2024/1143.3416.59-19.85544.1426.42124.82N/A-
2024/1037.17-16.11-27.94500.833.07129.53N/A-
2024/944.31-7.79-11.45463.6342.77139.432.04-
2024/848.062.1120.42419.3252.64148.731.92係模組產品銷售額增加
2024/747.06-12.2138.64371.2758.12154.451.85係模組產品銷售額增加
2024/653.61-0.355.93324.2161.41158.951.91係模組產品銷售額增加
2024/553.784.2967.96270.662.54173.091.76係模組產品銷售額增加
2024/451.56-23.8953.14216.8261.26165.961.83模組產品銷售額增加30%
2024/367.7545.2372.59165.2663.97165.261.82模組產品銷售額約增加60%
2024/246.65-8.2742.4497.5158.47149.332.02模組產品銷售額約增加60%
2024/150.86-1.8476.750.8676.7156.751.92模組產品銷售額約增加67%
2023/1251.82-4.1629.47482.22-19.97157.481.55-
2023/1154.074.8132.45430.4-23.49155.71.57-
2023/1051.593.0922.65376.33-27.86141.531.72-
2023/950.0425.394.05324.74-32.29123.891.72-
2023/839.917.56-9.78274.7-36.34108.231.97-
2023/733.94-1.27-36.46234.79-39.38100.342.13-
2023/634.387.38-34.93200.85-39.84100.072.06-
2023/532.02-4.9-37.21166.47-40.77104.941.96-
2023/433.67-14.22-42.94134.45-41.56105.671.95-
2023/339.2519.86-38.47100.78-41.08100.782.09-
2023/232.7513.78-38.2961.53-42.63101.552.08-
2023/128.78-28.08-46.8828.78-46.88109.631.92-
2022/1240.02-1.96-19.84602.56-3.67122.91.66-
2022/1140.82-2.93-29.65562.54-2.27130.971.56-
2022/1042.06-12.53-30.32521.720.79134.381.52-
2022/948.098.71-16.18479.664.9145.751.45-
2022/844.23-17.2-22.48431.577.92150.51.4-
2022/753.421.09-2.55387.3412.99157.261.34-
2022/652.843.623.14333.9115.95162.851.43-
2022/550.99-13.59-10.47281.0718.72173.811.34-
2022/459.02-7.4915.93230.0827.97175.891.32-
2022/363.820.223.33171.0632.72171.061.39-
2022/253.07-2.0545.22107.2639.02157.191.51-
2022/154.198.5233.4454.1933.44162.151.47-
2021/1249.93-13.9519.59625.5728.99168.331.16-
2021/1158.03-3.8737.56575.6429.87175.781.11-
2021/1060.375.2135.72517.6129.06174.811.12-
2021/957.380.5432.17457.2428.23169.271.03-
2021/857.074.0952.42399.8727.69163.121.07主要係模組產品營收增加51.17%
2021/754.827.042.42342.824.33163.021.07-
2021/651.23-10.0552.0287.9821.39159.10.98營收成長主要係模組產品營收較去年同期成長68.41%;綜效使6月整體營收較去年同期成長52%。
2021/556.9611.8945.86236.7516.33159.590.98-
2021/450.91-1.5842.22179.799.31139.181.12-
2021/351.7341.53-6.61128.880.16128.881.02-
2021/236.55-10.0-8.6777.155.28118.91.11-
2021/140.61-2.7322.0940.6122.09124.541.06-
2020/1241.75-1.031.94484.978.5128.410.79-
2020/1142.18-5.16-3.71443.229.17130.070.78-
2020/1044.482.45-5.31401.0310.72125.330.81-
2020/943.4115.956.96356.5613.12119.340.94-
2020/837.44-2.73-12.37313.1414.02109.631.03-
2020/738.4914.19-5.26275.7118.89111.251.01-
2020/633.71-13.680.8237.2224.02108.551.2-
2020/539.059.116.38203.5128.94130.231.0-
2020/435.79-35.3716.04164.4632.33131.21.0-
2020/355.3938.469.16128.6737.71128.671.02產品組合改變
2020/240.0220.3247.6573.2820.74114.231.15-
2020/133.26-18.78-0.9633.26-0.960.0N/A-
2019/1240.95-6.5238.26446.939.570.0N/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)1960.5117.57-32.5815.35-47.09482.22-19.9733.5216.557.51-33.897.52-16.0736.22-47.0840.99-34.9136.24-32.9
2022 (9)195-1.0226.06-35.029.01-20.65602.56-3.6828.76-6.0711.36-21.768.96-31.1868.44-24.6662.97-35.3454.01-33.71
2021 (8)1970.040.09-6.7936.56158.92625.5728.9930.6221.1214.5281.0513.02-27.4790.84133.5297.380.4681.47-6.35
2020 (7)1970.043.0188.8114.12-34.23484.978.5125.281.328.02-31.2217.9576.538.9-25.3496.9381.1486.9991.48
2019 (6)1970.022.785.4621.479.43446.939.5724.9511.4311.660.9510.17-3.9752.110.6253.516.9145.435.21
2018 (5)1970.021.60-25.0819.62-30.35407.88-2.5722.39-18.4911.55-28.1710.59-23.0447.1-30.0450.05-25.543.18-25.05
2017 (4)1970.028.8318.428.1736.42418.65-4.3827.4729.8216.0845.3913.7625.4367.3239.067.1822.6657.6118.37
2016 (3)1970.5124.3521.0220.6512.78437.8317.0421.163.7811.06-2.1210.975.2848.4314.5754.7722.4548.6721.68
2015 (2)1967.120.1216.7718.3140.63374.0913.9820.3924.6311.3032.9410.4223.0242.2751.5144.7334.6540.024.96
2014 (1)1831.6717.23-0.1713.02-5.03328.24.5316.3608.5008.47027.9-27.7433.22-21.3432.010.95

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