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(%)
24Q1 (20)1130.00.00.84104.88281.820.36-38.98140.00.84-43.62281.826.1310.65-24.2330.07-0.8669.9814.96-11.37182.819.3997.66292.510.92-1.08113.950.95106.52280.023.7982.44282.4819.3997.66292.51-0.2129.41-10.49
23Q4 (19)1130.0-0.880.41-46.054200.00.5918.01080.01.4937.96-43.135.54-11.08-42.7730.33-5.57128.3916.88-2.65723.419.81-48.2791.820.93-13.89365.00.46-46.512400.013.04-40.89918.759.81-48.2791.82-7.02306.98267.33
23Q3 (18)1130.00.00.76660.0-23.230.50516.6766.671.08237.5-58.946.23-2.96-44.6232.1276.6847.2717.34537.572.7118.94279.5635.971.08535.29-4.420.86681.82-23.2122.06232.2329.7618.94279.5635.97-11.80302.73168.33
23Q2 (17)1130.00.00.10-54.55-90.91-0.12-180.0-144.440.3245.45-80.496.42-20.64-36.518.182.77-23.962.72-48.58-77.244.991.01-69.040.17-60.47-85.950.11-56.0-91.26.646.75-68.694.991.01-69.04-18.541122.7210.00
23Q1 (16)113-0.88-4.240.222300.0-59.260.15200.0-55.880.22-91.6-59.268.09-16.43-11.6817.6933.21-34.535.29158.05-55.474.94349.09-52.730.43115.0-60.550.251350.0-60.946.22385.94-57.694.94349.09-52.73-15.201099.4958.34
22Q4 (15)1140.88-3.39-0.01-101.01-101.920.05-83.33-88.12.62-0.38-1.879.68-13.9617.7613.28-39.11-33.02.05-79.58-71.961.10-92.1-88.690.2-82.3-66.67-0.02-101.79-103.281.28-92.47-85.521.10-92.1-88.69-1.34-55.51-36.11
22Q3 (14)1130.0-4.240.99-10.033.780.3011.11-63.862.6360.3722.3311.2511.282.4621.81-8.78-4.4710.04-15.98-12.9213.93-13.5961.041.13-6.61-11.021.12-10.427.2717.00-19.8554.5513.93-13.5961.0410.8246.85-4.74
22Q2 (13)113-4.24-4.241.10103.732.530.27-20.59-65.821.64203.716.3110.1110.3715.9423.91-11.51-11.0811.950.59-11.1516.1254.2634.331.2111.013.421.2595.3127.5521.2144.2946.8816.1254.2634.3310.9053.77-19.82
22Q1 (12)1180.00.00.543.85-6.90.34-19.05-38.180.54-79.78-6.99.1611.4428.8327.0236.332.511.8862.520.9310.457.49.541.0981.6729.760.644.92-5.8814.7066.2916.1110.457.49.54-6.85-12.94-34.23
21Q4 (11)1180.00.00.52-29.7362.50.42-49.420.02.6724.19-2.558.22-25.1416.7619.82-13.18-4.537.31-36.6-4.199.7312.4982.890.6-52.7611.110.61-30.6864.868.84-19.6422.959.7312.4982.890.39-20.29-22.17
21Q3 (10)1180.00.00.74-10.8437.040.835.0693.022.1552.48-11.1610.9825.9255.0822.83-15.1-0.0911.53-14.2829.268.65-27.92-3.031.278.55101.590.88-10.239.6811.00-23.820.558.65-27.92-3.0324.2816.1324.35
21Q2 (9)1180.00.00.8343.1-8.790.7943.64-4.821.41143.1-25.48.7222.647.2626.892.011.4313.4514.27-4.212.0025.79-9.021.1739.292.630.9844.12-8.4114.4414.06-8.0312.0025.79-9.0211.8162.1750.39
21Q1 (8)1180.00.00.5881.25-40.820.5557.14-40.220.58-78.83-40.827.110.99-20.5626.3626.976.9811.7754.26-16.79.5479.32-25.930.8455.56-33.330.6883.78-40.8712.6676.08-17.589.5479.32-25.930.2120.2519.27
20Q4 (7)1180.00.00.32-40.74-50.770.35-18.6-55.72.7413.229.167.04-0.56-18.6120.76-9.15-16.437.63-14.46-37.155.32-40.36-39.750.54-14.29-48.570.37-41.27-51.327.19-34.28-32.115.32-40.36-39.75-6.74-40.70-33.39
20Q3 (6)1180.00.00.54-40.6622.730.43-48.192.382.4228.0430.117.08-12.92-10.8322.85-13.8111.088.92-36.4717.688.92-32.3737.230.63-44.745.00.63-41.1221.1510.94-30.3235.738.92-32.3737.23-11.04-23.90-28.98
20Q2 (5)1180.00.00.91-7.14106.820.83-9.78151.521.8992.8632.178.13-9.16-7.8226.517.5954.2214.04-0.64158.5613.192.41124.321.14-9.52137.51.07-6.96105.7715.702.21121.1313.192.41124.32--0.00
20Q1 (4)1180.00.00.9850.770.00.9216.460.00.98-60.960.08.953.470.024.64-0.810.014.1316.390.012.8845.870.01.2620.00.01.1551.320.015.3645.040.012.8845.870.0--0.00
19Q4 (3)1180.00.00.6547.730.00.7988.10.02.5134.950.08.658.940.024.8420.760.012.1460.160.08.8335.850.01.0575.00.00.7646.150.010.5931.390.08.8335.850.0--0.00
19Q3 (2)1180.00.00.440.00.00.4227.270.01.8630.070.07.94-9.980.020.5719.660.07.5839.590.06.5010.540.00.625.00.00.520.00.08.0613.520.06.5010.540.0--0.00
19Q2 (1)1180.00.00.440.00.00.330.00.01.430.00.08.820.00.017.190.00.05.430.00.05.880.00.00.480.00.00.520.00.07.100.00.05.880.00.0--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)
2024/62.2-9.737.4813.13-9.67.0N/A-
2024/52.442.9113.810.93-12.46.51N/A-
2024/42.3739.065.418.5-17.825.8N/A-
2024/31.7-1.68-42.456.13-24.276.131.05-
2024/21.73-35.72-28.764.43-13.86.221.04-
2024/12.6950.0-0.352.69-0.356.860.94-
2023/121.8-24.07-46.3826.28-34.65.561.11-
2023/112.3769.58-34.2624.49-33.535.851.05-
2023/101.4-33.2-48.7922.12-33.455.551.11-
2023/92.090.85-30.4820.73-32.086.20.96-
2023/82.071.53-50.0318.64-32.256.160.96主要係去年同期配合客戶建廠需求積極投入,工程收入基期較高所致。
2023/72.04-0.32-50.2316.57-29.16.230.95主要係去年同期配合客戶建廠需求積極投入,工程收入基期較高所致。
2023/62.05-4.43-40.9714.53-24.66.430.95-
2023/52.14-4.67-42.7912.48-21.017.350.84-
2023/42.25-24.08-22.2710.34-14.257.640.8-
2023/32.9621.7-14.538.09-11.728.090.84-
2023/22.43-10.09-13.935.13-10.028.480.8-
2023/12.7-19.29-6.182.7-6.189.650.71-
2022/123.35-6.928.2540.1914.729.670.72-
2022/113.632.0812.9936.8413.639.330.75-
2022/102.72-9.3112.4633.2413.79.870.7-
2022/93.0-27.51-17.9830.5213.8111.250.65-
2022/84.141.1215.2327.5118.8411.710.62-
2022/74.118.2210.2423.3719.5111.310.65-
2022/63.47-7.3830.0319.2721.6810.10.76-
2022/53.7429.527.8515.820.010.090.76-
2022/42.89-16.5111.812.0624.349.180.84-
2022/33.4622.5528.579.1728.99.170.81-
2022/22.82-2.076.555.7129.18.320.9本月營業收入較去年同期增加76.56%,主要係精密零組件收入增加。
2022/12.8810.342.182.882.188.680.86-
2021/122.61-17.9818.735.0312.368.220.79-
2021/113.1831.4621.9232.4211.889.270.7-
2021/102.42-33.868.8129.2310.889.680.67-
2021/93.661.8485.226.8111.0810.980.51本月營業收入較去年同期增加85.20%,主要係精密零組件收入及工程收入增加。
2021/83.6-3.2543.3723.154.469.980.56-
2021/73.7239.4444.419.55-0.59.850.57-
2021/62.67-23.17-10.0815.83-7.278.720.73-
2021/53.4734.2629.113.17-6.688.750.73-
2021/42.58-3.994.529.7-15.16.880.93-
2021/32.6968.28-21.457.11-20.527.110.87-
2021/21.6-43.28-46.654.42-19.956.620.94-
2021/12.8228.1811.772.8211.777.630.81-
2020/122.2-15.75-28.7331.18-14.377.040.65-
2020/112.6117.32-9.0428.97-13.046.820.68-
2020/102.2312.56-17.2126.36-13.426.710.69-
2020/91.98-21.15-35.6924.14-13.067.060.77-
2020/82.51-2.567.3222.16-10.238.050.67-
2020/72.57-13.171.6819.65-12.078.230.66-
2020/62.9710.352.6317.08-13.838.130.7本月營業收入較去年同期增加52.63%,主要係精密零組件收入及工程收入增加。
2020/52.698.69-12.2214.11-21.058.590.66-
2020/42.47-27.84-35.2311.42-22.888.90.63-
2020/33.4314.291.58.95-18.598.950.74-
2020/23.018.83-3.835.52-27.58.610.77-
2020/12.52-18.26-43.912.52-43.918.480.78-
2019/123.097.5-42.0636.417.068.650.82-
2019/112.876.78-18.9633.3216.188.640.82-
2019/102.69-12.56-23.8230.4521.148.10.87-
2019/93.0831.590.1727.7628.497.950.98-
2019/82.34-7.67-32.624.6933.180.0N/A-
2019/72.5330.32-1.5622.3548.320.0N/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)113-0.881.48-43.31.1215.4626.28-34.6123.8911.279.9610.429.30-12.262.62-27.623.03-45.211.68-44.0
2022 (9)114-3.392.61-2.250.97-62.5540.1914.7321.47-9.989.02-18.5210.606.853.62-6.75.5335.213.0-4.76
2021 (8)1180.02.6702.59035.0312.3123.850.011.0709.9203.8804.0903.150
2020 (7)1180.0-1.260-1.64031.19-14.3423.8516.46-3.330-4.770-1.040-0.680-1.490
2019 (6)1180.02.49-2.352.32-2.9336.417.0620.48-2.158.93-9.348.13-8.753.25-2.993.6-2.172.96-2.31
2018 (5)1180.02.55-36.092.39-45.9334.016.4520.93-31.159.85-48.18.91-39.963.35-44.723.68-36.773.03-36.08
2017 (4)1180.03.99-10.744.42-3.4931.95-0.9330.40-3.4318.98-3.4614.84-10.066.06-4.425.82-10.324.74-10.9
2016 (3)1180.854.4727.714.5817.4432.254.5431.485.1819.6618.5816.5023.416.3423.836.4934.655.3229.13
2015 (2)1171.743.5015.893.9042.8630.853.9829.9321.0816.5838.9813.3713.115.1244.634.8221.414.1217.38
2014 (1)1150.03.0286.422.7369.5729.6720.7624.72011.93011.8203.5466.983.9782.953.5187.7

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