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)370.00.00.91-59.19-64.731.5915.2243.245.1021.43-8.273.255.860.9340.55-3.982.7920.91-10.143.5710.23-61.44-65.060.68-4.234.620.33-59.26-64.8912.78-61.47-65.0810.23-61.44-65.0619.96-22.99187.61
24Q2 (19)370.00.02.2313.26.71.38360.027.784.20113.240.943.0734.06-2.8542.2315.7911.9623.2785.8623.5126.53-15.519.630.71144.8318.330.8112.56.5833.17-15.499.7326.53-15.519.637.21504.33142.60
24Q1 (18)370.00.01.97995.45121.350.30-74.79-67.391.97-63.04121.352.29-19.65-10.5536.47-4.13-5.9812.52-13.66-22.2831.401197.9146.860.29-29.27-29.270.721000.0118.1839.251135.62146.8631.401197.9146.86-15.57443.46-33.79
23Q4 (17)370.00.0-0.22-108.5353.191.197.21240.05.33-4.14773.772.85-11.4926.1138.04-3.5732.0414.50-28.18556.11-2.86-109.7762.120.41-36.92720.0-0.08-108.5152.94-3.79-110.3665.42-2.86-109.7762.12-4.79-42.555.00
23Q3 (16)370.00.02.5823.44230.31.112.78131.365.5686.58414.813.221.943.1139.454.59210.1620.197.17130.7629.2820.99191.020.658.33143.920.9423.68230.5636.6021.07192.9429.2820.99191.0212.6779.1410.09
23Q2 (15)370.00.02.09134.8320.811.0817.3958.822.98234.83-2.613.1623.446.437.72-2.764.218.8416.9535.7324.2090.2513.560.646.3446.340.76130.320.6330.2390.1313.4824.2090.2513.5618.36212.1090.12
23Q1 (14)370.00.00.89289.36-32.580.92162.8687.760.8945.9-32.582.5613.27-13.838.7934.6416.4516.11628.9656.4112.72268.48-21.920.41720.032.260.33294.12-31.2515.90245.07-21.9412.72268.48-21.926.85182.81136.38
22Q4 (13)370.00.0-0.4776.26-361.110.35109.8959.090.61-43.52-46.492.260.44-23.1328.81180.4514.832.21103.37-6.36-7.5576.53-446.330.05103.38-28.57-0.1776.39-383.33-10.9672.17-772.39-7.5576.53-446.33-11.90-69.09-255.35
22Q3 (12)370.00.0-1.98-214.45-371.43-3.54-620.59-669.571.08-64.7111.342.25-24.24-3.02-35.81-198.92-284.3-65.63-572.84-620.42-32.17-250.96-386.69-1.48-460.98-604.76-0.72-214.29-380.0-39.38-247.82-376.18-32.17-250.96-386.69-12.12-91.69-290.91
22Q2 (11)370.00.01.7331.06981.250.6838.784.623.06131.82120.142.970.02.7736.208.6819.3913.8834.7661.0221.3130.82976.260.4132.2664.00.6331.25950.026.6430.78969.8821.3130.82976.260.51332.1980.75
22Q1 (10)370.00.01.32633.337.320.49122.73-54.631.3215.797.322.971.02-5.1133.3132.76-7.2710.30336.44-36.7316.29647.2512.970.31342.86-39.220.48700.06.6720.371149.6912.9816.29647.2512.9713.87388.10135.28
21Q4 (9)370.00.00.18142.86-84.870.22147.83-87.51.1417.53-74.952.9426.72-14.5325.0929.13-38.252.36125.91-88.672.18132.98-82.750.07133.33-90.280.06140.0-86.051.63119.71-88.742.18132.98-82.753.50-109.82-11.47
21Q3 (8)370.00.0-0.42-362.5-129.37-0.46-170.77-125.00.97-30.22-71.132.32-19.72-36.9619.43-35.92-50.0-9.11-205.68-141.47-6.61-433.84-146.61-0.21-184.0-125.93-0.15-350.0-128.85-8.27-432.13-146.67-6.61-433.84-146.61-13.70-224.75-105.29
21Q2 (7)370.00.00.16-86.99-84.620.65-39.81-56.381.3913.01-28.352.89-7.67-9.430.32-15.59-23.28.62-47.05-57.391.98-86.27-83.430.25-50.98-61.540.06-86.67-84.212.49-86.19-83.471.98-86.27-83.43-8.34-41.81-39.23
21Q1 (6)370.00.01.233.3638.21.08-38.6474.191.23-72.9738.23.13-9.0142.2735.92-11.59-4.5416.28-21.8414.9714.4214.08-2.90.51-29.1764.520.454.6536.3618.0324.6-2.8614.4214.08-2.9-7.76-6.71-21.50
20Q4 (5)370.00.01.19-16.7846.911.76-4.3523.084.5535.4292.83.44-6.5217.8140.634.550.7720.83-5.194.112.64-10.8625.020.72-11.1124.140.43-17.3148.2814.47-18.3423.6812.64-10.8625.02--0.00
20Q3 (4)370.00.01.4337.50.01.8423.490.03.3673.20.03.6815.360.038.86-1.570.021.978.60.014.1818.660.00.8124.620.00.5236.840.017.7217.660.014.1818.660.0--0.00
20Q2 (3)370.00.01.0416.850.01.49140.320.01.94117.980.03.1945.00.039.484.920.020.2342.870.011.95-19.530.00.65109.680.00.3815.150.015.06-18.860.011.95-19.530.0--0.00
20Q1 (2)370.00.00.899.880.00.62-56.640.00.89-62.290.02.2-24.660.037.63-6.670.014.16-29.240.014.8546.880.00.31-46.550.00.3313.790.018.5658.630.014.8546.880.0--0.00
19Q4 (1)370.00.00.810.00.01.430.00.02.360.00.02.920.00.040.320.00.020.010.00.010.110.00.00.580.00.00.290.00.011.700.00.010.110.00.0--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)
2024/110.93-6.4-10.9910.54-2.662.87N/A-
2024/100.994.7618.099.61-1.773.12N/A-
2024/90.95-19.42-8.338.62-3.643.250.38-
2024/81.184.641.477.67-3.033.220.39-
2024/71.1222.99.976.49-3.813.210.39-
2024/60.92-22.02-16.265.37-6.273.070.42-
2024/51.1719.59-5.834.45-3.913.080.42-
2024/40.985.619.493.28-3.212.430.53-
2024/30.9380.74-12.942.29-10.492.290.6-
2024/20.51-39.57-37.081.37-8.742.330.59-
2024/10.85-12.0525.390.8525.392.860.48-
2023/120.97-7.3925.7811.812.862.850.47-
2023/111.0424.1825.410.8311.832.920.46-
2023/100.84-18.6728.579.7810.553.040.44-
2023/91.03-10.840.68.949.113.220.42-
2023/81.1613.4163.637.916.013.280.41本月營收較去年同期增加64%,主係筆記型電腦(NB)庫存去化已差不多,因此筆電用轉印膜銷售成長所致。
2023/71.02-6.4127.046.75-0.043.360.4-
2023/61.09-12.3210.865.72-3.713.160.44-
2023/51.2551.7713.974.63-6.63.140.45-
2023/40.82-23.06-8.133.38-12.432.710.52-
2023/31.0730.61-9.462.56-13.722.560.53-
2023/20.8220.4310.621.5-16.532.270.6-
2023/10.68-11.78-35.570.68-35.572.280.6-
2022/120.77-7.67-25.5410.45-7.322.260.57-
2022/110.8327.32-20.269.68-5.482.220.58-
2022/100.65-11.07-24.148.85-3.82.10.61-
2022/90.743.81-9.498.2-1.72.250.66-
2022/80.71-11.941.027.46-0.862.50.59-
2022/70.81-18.33-0.486.75-1.052.880.51-
2022/60.99-9.8517.435.95-1.132.970.59-
2022/51.0922.3216.84.96-4.143.170.56-
2022/40.89-24.17-19.453.87-8.772.810.63-
2022/31.1859.59-2.642.97-4.982.970.53-
2022/20.74-29.85-3.571.79-6.462.830.56-
2022/11.051.95-8.381.05-8.383.130.5-
2021/121.03-1.13-21.9511.28-9.862.940.5-
2021/111.0521.135.9710.25-8.432.720.54-
2021/100.866.09-23.49.2-9.822.380.62-
2021/90.8115.88-30.318.34-8.142.320.73-
2021/80.7-13.26-41.867.52-4.872.350.72-
2021/70.81-3.63-38.226.821.782.580.65-
2021/60.84-10.34-22.56.0111.52.890.74-
2021/50.94-15.64-11.765.1720.053.260.65-
2021/41.11-8.355.764.2430.443.090.69-
2021/31.2158.079.613.1342.233.130.63-
2021/20.77-33.3544.971.9275.183.240.6本年累計營收較去年同期增加75%,主係受疫情影響筆記型電腦(NB)用轉印膜銷售上升所致。
2021/11.15-13.14103.421.15103.423.460.57本月營收較去年同期增加103%,主係受疫情影響筆記型電腦(NB)用轉印膜銷售上升所致。
2020/121.3234.2440.7212.5122.743.440.49-
2020/110.99-12.442.6511.1920.913.280.52-
2020/101.13-3.4611.1110.223.023.50.48-
2020/91.17-3.3212.169.0824.683.680.41-
2020/81.21-7.8413.37.9126.773.60.42-
2020/71.3120.8940.096.729.543.450.43-
2020/61.082.0835.525.3927.213.190.42-
2020/51.061.127.24.3125.283.220.41-
2020/41.05-5.0141.13.2524.672.680.5-
2020/31.1109.0663.22.218.12.20.66本月營收較去年同期增加63%,主係受疫情影響筆記型電腦(NB)用轉印膜銷售上升所致。
2020/20.53-6.4820.61.09-7.662.030.72-
2020/10.57-39.92-24.260.57-24.260.0N/A-
2019/120.94-2.076.210.190.610.0N/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)370.05.30783.334.30011.812.9238.50110.6117.56016.54672.92.0702.43834.621.95786.36
2022 (9)370.00.60-46.9-2.03010.45-7.3618.28-35.31-6.7702.14-42.32-0.7100.26-46.940.22-47.62
2021 (8)370.01.13-74.941.46-74.311.28-9.8328.26-28.075.46-72.483.71-72.130.62-75.00.49-75.980.42-74.7
2020 (7)370.04.5193.565.68116.7912.5122.7739.2912.4519.8470.7413.3157.332.48110.172.0488.891.6693.02
2019 (6)370.02.33-16.492.6229.0610.190.5934.946.0411.6215.978.46-16.811.1815.691.08-16.920.86-16.5
2018 (5)370.02.792.22.03-48.2110.13-2.0332.95-9.610.02-38.6410.174.311.02-39.641.34.841.031.98
2017 (4)370.02.7316.173.9261.3210.3418.9936.4511.9116.3332.449.75-2.31.6957.941.2419.231.0116.09
2016 (3)370.02.3502.4308.6927.9832.5721.7112.3309.9801.0701.041980.00.870
2015 (2)370.0-0.180-0.7006.79-30.6426.76-12.63-2.180-0.950-0.1500.05-97.89-0.060
2014 (1)370.05.6665.51.89-27.039.79-15.8230.63010.10021.2700.99-12.392.3766.92.0866.4

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