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)2530.00.00.88-23.48137.840.89-22.61161.762.8844.0104.2617.93-1.3226.818.31-20.2261.3215.64-21.68100.7712.42-22.6290.22.81-22.59155.452.23-23.63142.3915.47-22.6989.5812.42-22.6290.29.716.719.68
24Q2 (19)2530.00.01.1536.9248.481.1541.98238.242.00138.192.3118.1720.7345.0122.9511.4193.5119.9716.65134.3916.0513.67139.913.6340.7239.252.9237.09247.6220.0113.63139.3516.0513.67139.913.3728.4522.91
24Q1 (18)2530.00.00.8420.018.310.813.859.460.84-60.1918.3115.05-14.0-14.1520.6022.6228.6717.1223.3430.0914.1239.2538.032.586.1711.692.1320.3418.9917.6138.9937.6914.1239.2538.034.8854.5966.63
23Q4 (17)2530.00.00.7089.197.690.78129.418.332.1149.65-44.9117.523.76-10.7116.8048.0224.2613.8878.1825.8410.1455.2821.582.43120.9112.51.7792.397.9312.6755.2725.0710.1455.2821.5818.3050.6664.70
23Q3 (16)2530.00.00.3712.12-19.570.340.06.251.4135.58-55.6614.1412.85-2.5511.35-4.39.877.79-8.579.266.53-2.39-18.481.12.86.80.929.52-20.698.16-2.39-15.06.53-2.39-18.48-7.83-20.70-27.02
23Q2 (15)2530.00.00.33-53.52-72.730.34-54.05-71.191.0446.48-61.7612.53-28.52-33.9511.86-25.92-46.468.52-35.26-56.266.69-34.6-58.51.07-53.68-71.080.84-53.07-72.558.36-34.64-57.916.69-34.6-58.5-19.54-22.15-25.63
23Q1 (14)2530.00.00.719.23-52.980.742.78-50.00.71-81.46-52.9817.53-10.56-16.5216.0118.42-35.513.1619.31-40.4310.2322.66-43.732.316.94-50.221.799.15-53.1412.7926.26-42.9310.2322.66-43.7312.2625.2763.89
22Q4 (13)2530.00.00.6541.3-64.480.72125.0-61.083.8320.44-36.4819.635.08-19.3413.5230.88-49.0611.0354.7-54.028.344.12-56.112.16109.71-62.951.6441.38-64.510.135.52-57.358.344.12-56.115.78-10.3426.06
22Q3 (12)2530.00.00.46-61.98-73.560.32-72.88-81.43.1816.91-24.2914.51-23.51-40.1910.33-53.36-59.317.13-63.4-68.218.01-50.31-55.791.03-72.16-81.071.16-62.09-73.649.60-51.66-57.548.01-50.31-55.79-16.59-40.92-46.57
22Q2 (11)2530.00.01.21-19.87-21.431.18-20.27-23.382.7280.1310.5718.97-9.67-14.7822.15-10.76-11.5819.48-11.82-11.3316.12-11.33-7.733.7-20.26-24.343.06-19.9-21.3419.86-11.38-9.416.12-11.33-7.73-11.62-18.68-20.13
22Q1 (10)2530.00.01.51-17.4964.131.48-20.060.871.51-74.9664.1321.0-13.5814.6324.82-6.4826.0522.09-7.9239.0218.18-4.3242.924.64-20.4159.453.82-17.3263.9522.41-5.6440.9418.18-4.3242.92-6.71-6.16-6.22
21Q4 (9)2530.00.01.835.17369.231.857.56189.066.0343.57181.7824.30.1653.3126.544.5394.2923.996.95105.0419.004.86204.05.837.17215.144.625.0366.6723.755.04204.4919.004.86204.04.579.089.62
21Q3 (8)2530.00.01.7412.99241.181.7211.69244.04.2070.73140.024.268.9864.4725.391.3672.4922.432.09113.4218.123.72108.045.4411.25250.974.413.11243.7522.613.15112.718.123.72108.0415.2540.1939.54
21Q2 (7)2530.0-0.391.5467.39148.391.5467.39144.442.46167.3998.3922.2621.5147.7125.0527.2238.7821.9738.2662.0217.4737.3467.344.8968.04139.713.8966.95147.7721.9237.8663.2217.4737.3467.3418.55101.6555.57
21Q1 (6)2530.00.00.92135.948.390.9243.7543.750.92-57.0148.3918.3215.5824.6319.6944.1410.3715.8935.8120.4712.72103.5219.442.9157.350.02.33135.3548.4115.90103.8523.7412.72103.5219.4411.5256.1935.88
20Q4 (5)2530.00.00.39-23.53-13.330.6428.00.02.1422.2936.3115.857.46-1.8613.66-7.2-15.8311.7011.32-9.796.25-28.24-5.31.8519.35-11.480.99-22.66-13.167.80-26.62-21.846.25-28.24-5.3--0.00
20Q3 (4)253-0.390.00.51-17.740.00.50-20.630.01.7541.130.014.75-2.120.014.72-18.450.010.51-22.490.08.71-16.570.01.55-24.020.01.28-18.470.010.63-20.850.08.71-16.570.0--0.00
20Q2 (3)2540.40.00.620.00.00.63-1.560.01.24100.00.015.072.520.018.051.180.013.562.810.010.44-1.970.02.045.150.01.570.00.013.434.510.010.44-1.970.0--0.00
20Q1 (2)2530.00.00.6237.780.00.640.00.00.62-60.510.014.7-8.980.017.849.920.013.191.70.010.6561.360.01.94-7.180.01.5737.720.012.8528.760.010.6561.360.0--0.00
19Q4 (1)2530.00.00.450.00.00.640.00.01.570.00.016.150.00.016.230.00.012.970.00.06.600.00.02.090.00.01.140.00.09.980.00.06.600.00.0--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)
2024/115.67.08-3.9761.9810.9616.65N/A-
2024/105.23-10.07-10.1856.3812.7117.11N/A-
2024/95.82-4.152.2951.1515.7217.930.42-
2024/86.070.3732.7545.3317.7118.70.4-
2024/76.05-8.1455.8639.2615.6818.680.4本月較去年同期增加55.86%,係需求增加及優化產品組合所致
2024/66.588.6886.0433.2210.518.150.47本月較去年同期增加86.05%,係需求增加及優化產品組合所致
2024/56.069.7743.3926.630.4216.60.52-
2024/45.529.7215.6520.58-7.7115.560.55-
2024/35.030.17-8.3515.06-14.0615.060.47-
2024/25.020.03-13.8510.04-16.6615.890.45-
2024/15.02-14.28-19.35.02-19.316.70.42-
2023/125.850.34-16.5661.7-16.717.510.4-
2023/115.830.16-16.3755.85-16.7117.340.4-
2023/105.822.413.7850.02-16.7516.080.43和上月營收5億6858萬元相較,增加金額為1372萬元,較上月增加2.41%
2023/95.6924.3813.6544.19-18.8714.140.56和上月營收4億5712萬元相較,增加金額為1億1146萬元,較上月增加24.38%
2023/84.5717.851.5638.51-22.1611.990.66-
2023/73.889.64-22.4933.94-24.5311.640.68-
2023/63.54-16.22-38.4930.06-24.7912.530.67-
2023/54.22-11.46-36.126.52-22.4814.480.58-
2023/44.77-13.05-27.8122.3-19.2216.080.52-
2023/35.49-5.83-16.9317.53-16.5217.530.42-
2023/25.83-6.29-16.8612.04-16.3319.060.39-
2023/16.22-11.37-15.836.22-15.8320.210.36-
2022/127.010.57-12.4674.07-16.9119.60.34和上月營收6億9746萬元相較,增加金額為401萬元,較上月增加0.57%
2022/116.9724.31-14.3867.06-17.3517.590.38和上月營收5億6105萬元相較,增加金額為1億3640萬元,較上月增加24.31%
2022/105.6112.14-31.160.09-17.6815.110.45和上月營收5億29萬元相較,增加金額為6077萬元,較上月增加12.15%
2022/95.011.15-38.5354.47-15.9914.510.5和上月營收4億5000萬元相較,增加金額為5000萬元,較上月增加11.15%
2022/84.5-10.05-44.4749.47-12.7615.260.48-
2022/75.0-12.99-37.5644.97-7.4717.370.42-
2022/65.75-12.97-24.5639.97-1.5318.970.47-
2022/56.610.02-10.8734.213.7919.820.45-
2022/46.610.05-8.527.618.0520.220.44-
2022/36.6-5.751.4421.014.5821.00.42-
2022/27.01-5.1216.7114.3921.8122.410.39-
2022/17.39-7.8227.087.3927.0823.550.37-
2021/128.01-1.6347.5389.1547.6624.30.32-
2021/118.150.0353.3181.1447.6724.430.32本月較去年同期增加53.32%,係加工費調漲及銅價上漲所致
2021/108.140.0559.4572.9947.0724.390.32本月較去年同期增加59.45%,係加工費調漲及銅價上漲所致
2021/98.140.4162.6964.8545.6524.260.34本月較去年同期增加62.7%,係加工費調漲及銅價上漲所致
2021/88.111.1266.2456.7143.4923.750.35本月較去年同期增加66.2%,係加工費調漲及銅價上漲所致
2021/78.025.1164.648.640.2923.060.36本月較去年同期增加64.6%,係加工費調漲及銅價上漲所致
2021/67.632.8251.6940.5936.3222.260.42本月較去年同期增加51.7%,係加工費調漲及銅價上漲所致
2021/57.422.6947.5832.9633.1921.150.44和上月營收7億2214萬元相較,增加金額為1947萬元,較上月增加2.7%
2021/47.2210.9343.8325.5529.5319.740.48和上月營收6億5098萬元相較,增加金額為7116萬元,較上月增加10.9%
2021/36.518.4229.7918.3324.6418.330.36和上月營收6億40萬元相較,增加金額為5058萬元,較上月增加8.4%
2021/26.03.323.7211.8221.9717.250.39和上月營收5億8122萬元相較,增加金額為1918萬元,較上月增加3.3%
2021/15.817.020.225.8120.2216.560.4-
2020/125.432.210.0360.3715.6415.850.3-
2020/115.314.040.3354.9417.4515.420.31-
2020/105.112.09-5.8849.6319.6314.990.32-
2020/95.02.63.1944.5223.4714.750.31-
2020/84.880.124.5339.5226.6214.770.31-
2020/74.87-3.1212.2934.6430.5114.920.31-
2020/65.030.0330.3929.7734.0615.070.25-
2020/55.020.0831.8624.7534.8415.060.25-
2020/45.020.133.3219.7235.6114.890.25-
2020/35.023.3423.7114.736.4214.70.33-
2020/24.850.3848.869.6944.0815.120.32-
2020/14.83-10.9639.594.8339.590.0N/A-
2019/125.432.5298.0152.21-16.190.0N/A本月營收較去年同期增加98%,係因107年下半年受中美貿易戰及年終客戶調節庫存影響致需求減少。
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)2530.02.11-44.762.20-40.5461.7-16.714.33-21.7411.19-28.088.64-33.846.91-40.076.66-43.85.33-44.88
2022 (9)2530.03.82-36.543.70-38.6474.07-16.9218.31-25.1115.56-27.2913.06-23.5811.53-39.5711.85-37.89.67-36.51
2021 (8)2530.06.02181.316.03150.2189.1547.6724.4552.5321.4074.8417.0990.5219.08158.1919.05183.4815.23181.0
2020 (7)2530.02.1436.312.4133.8960.3715.6316.036.7212.249.298.9721.057.3926.326.7227.765.4236.52
2019 (6)2530.01.57-46.421.80-40.5952.21-16.3315.02-22.7811.20-28.217.41-36.995.85-39.945.26-44.513.97-46.42
2018 (5)25313.452.93-41.523.03-36.0862.4-5.7119.45-23.915.60-24.9611.76-28.389.74-29.229.48-26.87.41-33.66
2017 (4)2235.695.0164.264.7464.0166.1822.6525.5637.6420.7952.0816.4248.4613.7686.712.9598.9211.1773.72
2016 (3)2110.03.0502.89053.9626.5218.57408.7713.67011.0607.3706.5106.430
2015 (2)2110.0-0.960-0.33042.658.253.650-3.210-5.580-1.370-2.540-2.020
2014 (1)2110.0-1.420-1.00039.4-2.48-1.230-6.860-7.910-2.70-3.180-2.990

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。