- 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
| 加權平均股數 QoQ YoY | EPS 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 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(%) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 23Q4 (20) | 136 | 0.0 | 0.0 | 1.08 | -41.94 | 14.89 | 1.47 | 32.43 | 6.52 | 6.16 | 21.02 | -8.47 | 9.46 | -1.77 | 6.29 | 29.92 | -1.71 | -2.98 | 2.33 | 8.88 | 4.48 | 1.47 | -42.13 | 14.84 | 19.03 | -42.25 | 3.26 | 15.51 | -41.12 | 7.63 | 2.55 | -22.28 | 8.58 |
| 23Q3 (19) | 136 | 0.0 | 0.0 | 1.86 | -2.62 | 2.2 | 1.11 | -15.27 | -26.97 | 5.09 | 58.07 | -12.09 | 9.63 | 6.88 | -0.72 | 30.44 | -0.85 | -9.54 | 2.14 | 1.9 | -19.25 | 2.54 | -2.31 | 2.42 | 32.95 | 1.6 | 4.34 | 26.34 | -8.67 | 2.97 | 5.95 | 21.04 | 0.85 |
| 23Q2 (18) | 136 | 0.0 | 0.0 | 1.91 | 44.7 | -16.96 | 1.31 | 16.96 | -34.83 | 3.22 | 143.94 | -18.89 | 9.01 | 5.01 | -19.19 | 30.70 | 5.07 | -11.76 | 2.1 | 9.38 | -33.75 | 2.6 | 44.44 | -16.93 | 32.43 | 26.38 | 1.38 | 28.84 | 37.66 | 2.71 | 0.70 | 42.56 | -0.94 |
| 23Q1 (17) | 136 | 0.0 | 0.0 | 1.32 | 40.43 | -20.96 | 1.12 | -18.84 | -22.22 | 1.32 | -80.39 | -20.96 | 8.58 | -3.6 | -11.64 | 29.22 | -5.25 | -10.29 | 1.92 | -13.9 | -23.81 | 1.8 | 40.62 | -21.05 | 25.66 | 39.23 | -12.45 | 20.95 | 45.39 | -10.66 | -5.92 | -3.96 | -14.03 |
| 22Q4 (16) | 136 | 0.0 | 0.0 | 0.94 | -48.35 | 6.82 | 1.38 | -9.21 | 56.82 | 6.73 | 16.23 | 132.87 | 8.9 | -8.25 | 5.58 | 30.84 | -8.35 | 25.98 | 2.23 | -15.85 | 46.71 | 1.28 | -48.39 | 6.67 | 18.43 | -41.64 | 1.65 | 14.41 | -43.67 | 0.84 | -10.62 | -34.61 | -16.80 |
| 22Q3 (15) | 136 | 0.0 | 0.0 | 1.82 | -20.87 | 82.0 | 1.52 | -24.38 | 53.54 | 5.79 | 45.84 | 188.06 | 9.7 | -13.0 | 12.14 | 33.65 | -3.28 | 24.72 | 2.65 | -16.4 | 56.8 | 2.48 | -20.77 | 82.35 | 31.58 | -1.28 | 59.98 | 25.58 | -8.9 | 62.62 | 0.92 | 8.42 | 7.60 |
| 22Q2 (14) | 136 | 0.0 | 0.0 | 2.30 | 37.72 | 259.37 | 2.01 | 39.58 | 187.14 | 3.97 | 137.72 | 293.07 | 11.15 | 14.83 | 59.06 | 34.79 | 6.82 | 53.26 | 3.17 | 25.79 | 217.0 | 3.13 | 37.28 | 259.77 | 31.99 | 9.14 | 145.32 | 28.08 | 19.74 | 127.55 | 15.00 | 63.74 | 51.61 |
| 22Q1 (13) | 136 | 0.0 | 0.0 | 1.67 | 89.77 | 351.35 | 1.44 | 63.64 | 260.0 | 1.67 | -42.21 | 351.35 | 9.71 | 15.18 | 43.43 | 32.57 | 33.05 | 95.85 | 2.52 | 65.79 | 320.0 | 2.28 | 90.0 | 347.06 | 29.31 | 61.67 | 253.56 | 23.45 | 64.1 | 211.84 | 6.32 | 38.88 | 26.27 |
| 21Q4 (12) | 136 | 0.0 | 0.0 | 0.88 | -12.0 | 29.41 | 0.88 | -11.11 | 18.92 | 2.89 | 43.78 | 87.66 | 8.43 | -2.54 | 11.8 | 24.48 | -9.27 | 3.64 | 1.52 | -10.06 | 18.75 | 1.2 | -11.76 | 30.43 | 18.13 | -8.16 | 14.38 | 14.29 | -9.15 | 17.13 | 10.43 | 22.12 | 15.16 |
| 21Q3 (11) | 136 | 0.0 | 0.0 | 1.00 | 56.25 | 72.41 | 0.99 | 41.43 | 67.8 | 2.01 | 99.01 | 133.72 | 8.65 | 23.4 | 21.66 | 26.98 | 18.85 | 29.09 | 1.69 | 69.0 | 70.71 | 1.36 | 56.32 | 72.15 | 19.74 | 51.38 | 43.04 | 15.73 | 27.47 | 40.95 | 13.47 | 64.61 | 58.22 |
| 21Q2 (10) | 136 | 0.0 | -2.16 | 0.64 | 72.97 | 146.15 | 0.70 | 75.0 | 141.38 | 1.01 | 172.97 | 260.71 | 7.01 | 3.55 | 22.13 | 22.70 | 36.5 | 116.6 | 1.0 | 66.67 | 809.09 | 0.87 | 70.59 | 141.67 | 13.04 | 57.3 | 844.93 | 12.34 | 64.1 | 96.5 | -3.33 | 13.69 | 14.52 |
| 21Q1 (9) | 136 | 0.0 | 0.0 | 0.37 | -45.59 | 3600.0 | 0.40 | -45.95 | 600.0 | 0.37 | -75.97 | 3600.0 | 6.77 | -10.21 | 17.94 | 16.63 | -29.59 | 105.56 | 0.6 | -53.12 | 645.45 | 0.51 | -44.57 | 2450.0 | 8.29 | -47.7 | 2025.64 | 7.52 | -38.36 | 2048.57 | -2.08 | -14.18 | -10.27 |
| 20Q4 (8) | 136 | 0.0 | 0.0 | 0.68 | 17.24 | -80.74 | 0.74 | 25.42 | -79.21 | 1.54 | 79.07 | -63.07 | 7.54 | 6.05 | -41.19 | 23.62 | 13.01 | -56.29 | 1.28 | 29.29 | -79.42 | 0.92 | 16.46 | -80.87 | 15.85 | 14.86 | -67.14 | 12.20 | 9.32 | -67.46 | 14.96 | 70.16 | 64.44 |
| 20Q3 (7) | 136 | -2.16 | 0.0 | 0.58 | 123.08 | 93.33 | 0.59 | 103.45 | 180.95 | 0.86 | 207.14 | 34.37 | 7.11 | 23.87 | 17.91 | 20.90 | 99.43 | 43.35 | 0.99 | 800.0 | 153.85 | 0.79 | 119.44 | 92.68 | 13.80 | 900.0 | 59.17 | 11.16 | 77.71 | 62.68 | 11.94 | 1311.54 | 282.98 |
| 20Q2 (6) | 139 | 2.21 | 2.21 | 0.26 | 2500.0 | 471.43 | 0.29 | 462.5 | 245.0 | 0.28 | 2700.0 | -15.15 | 5.74 | 0.0 | 11.03 | 10.48 | 29.54 | 78.53 | 0.11 | 200.0 | 168.75 | 0.36 | 1700.0 | 500.0 | 1.38 | 253.85 | 294.29 | 6.28 | 1694.29 | 465.12 | -27.61 | 1200.14 | 180.12 |
| 20Q1 (5) | 136 | 0.0 | 0.0 | 0.01 | -99.72 | -97.5 | -0.08 | -102.25 | -700.0 | 0.01 | -99.76 | -97.5 | 5.74 | -55.23 | 6.3 | 8.09 | -85.03 | -39.36 | -0.11 | -101.77 | -200.0 | 0.02 | -99.58 | -96.36 | 0.39 | -99.19 | -96.91 | 0.35 | -99.07 | -96.53 | - | - | 0.00 |
| 19Q4 (4) | 136 | 0.0 | 0.0 | 3.53 | 1076.67 | 0.0 | 3.56 | 1595.24 | 0.0 | 4.17 | 551.56 | 0.0 | 12.82 | 112.6 | 0.0 | 54.04 | 270.64 | 0.0 | 6.22 | 1494.87 | 0.0 | 4.81 | 1073.17 | 0.0 | 48.23 | 456.29 | 0.0 | 37.49 | 446.5 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 136 | 0.0 | 0.0 | 0.30 | 528.57 | 0.0 | 0.21 | 205.0 | 0.0 | 0.64 | 93.94 | 0.0 | 6.03 | 16.63 | 0.0 | 14.58 | 148.38 | 0.0 | 0.39 | 343.75 | 0.0 | 0.41 | 555.56 | 0.0 | 8.67 | 2377.14 | 0.0 | 6.86 | 498.84 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 136 | 0.0 | 0.0 | -0.07 | -117.5 | 0.0 | -0.20 | -1900.0 | 0.0 | 0.33 | -17.5 | 0.0 | 5.17 | -4.26 | 0.0 | 5.87 | -56.0 | 0.0 | -0.16 | -245.45 | 0.0 | -0.09 | -116.36 | 0.0 | 0.35 | -97.23 | 0.0 | -1.72 | -117.03 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 136 | 0.0 | 0.0 | 0.40 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.40 | 0.0 | 0.0 | 5.4 | 0.0 | 0.0 | 13.34 | 0.0 | 0.0 | 0.11 | 0.0 | 0.0 | 0.55 | 0.0 | 0.0 | 12.62 | 0.0 | 0.0 | 10.10 | 0.0 | 0.0 | - | - | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/3 | 3.32 | 3.02 | 7.89 | 10.01 | 16.65 | 10.01 | N/A | - | ||
| 2024/2 | 3.22 | -6.99 | 17.96 | 6.69 | 21.55 | 10.39 | N/A | - | ||
| 2024/1 | 3.46 | -6.53 | 25.09 | 3.46 | 25.09 | 10.2 | N/A | - | ||
| 2023/12 | 3.71 | 22.36 | 33.61 | 36.68 | -7.07 | 9.46 | 0.08 | - | ||
| 2023/11 | 3.03 | 11.12 | 4.55 | 32.97 | -10.15 | 8.98 | 0.09 | - | ||
| 2023/10 | 2.73 | -15.41 | -15.55 | 29.94 | -11.41 | 9.22 | 0.09 | - | ||
| 2023/9 | 3.22 | -1.52 | 2.74 | 27.22 | -10.97 | 9.63 | 0.1 | - | ||
| 2023/8 | 3.27 | 4.34 | 7.41 | 23.99 | -12.54 | 9.63 | 0.1 | - | ||
| 2023/7 | 3.14 | -2.63 | -10.9 | 20.72 | -15.03 | 9.26 | 0.1 | - | ||
| 2023/6 | 3.22 | 10.92 | -19.58 | 17.58 | -15.73 | 9.01 | 0.1 | - | ||
| 2023/5 | 2.9 | 0.8 | -21.53 | 14.36 | -14.82 | 8.86 | 0.1 | - | ||
| 2023/4 | 2.88 | -6.37 | -16.43 | 11.46 | -12.93 | 8.69 | 0.1 | - | ||
| 2023/3 | 3.08 | 12.64 | -14.73 | 8.58 | -11.69 | 8.58 | 0.11 | - | ||
| 2023/2 | 2.73 | -1.37 | -10.95 | 5.5 | -9.89 | 8.28 | 0.12 | - | ||
| 2023/1 | 2.77 | -0.17 | -8.81 | 2.77 | -8.81 | 8.44 | 0.12 | - | ||
| 2022/12 | 2.77 | -4.25 | -2.96 | 39.47 | 27.88 | 8.9 | 0.11 | - | ||
| 2022/11 | 2.9 | -10.24 | 2.83 | 36.7 | 31.03 | 9.26 | 0.11 | - | ||
| 2022/10 | 3.23 | 2.92 | 17.35 | 33.8 | 34.19 | 9.41 | 0.1 | - | ||
| 2022/9 | 3.14 | 2.94 | 4.61 | 30.57 | 36.25 | 9.7 | 0.12 | - | ||
| 2022/8 | 3.05 | -13.44 | 0.61 | 27.43 | 41.13 | 10.57 | 0.11 | - | ||
| 2022/7 | 3.52 | -12.11 | 34.25 | 24.39 | 48.61 | 11.23 | 0.1 | - | ||
| 2022/6 | 4.01 | 8.23 | 64.87 | 20.87 | 51.35 | 11.15 | 0.11 | 本月營收較去年同期營收成長64.9%，主要原因為客戶需求增加，封裝及測試服務收入增加。 | ||
| 2022/5 | 3.7 | 7.35 | 65.7 | 16.86 | 48.45 | 10.76 | 0.11 | 本月營收較去年同期營收成長65.7%，主要原因為客戶需求增加，封裝及測試服務收入增加。 | ||
| 2022/4 | 3.45 | -4.47 | 46.58 | 13.16 | 44.23 | 10.12 | 0.12 | - | ||
| 2022/3 | 3.61 | 17.64 | 59.92 | 9.71 | 43.42 | 9.71 | 0.12 | 本月營收較去年同期營收成長59.9%，主要原因為客戶需求增加，封裝及測試服務收入增加。 | ||
| 2022/2 | 3.07 | 0.99 | 42.44 | 6.1 | 35.17 | 8.96 | 0.13 | - | ||
| 2022/1 | 3.04 | 6.22 | 28.54 | 3.04 | 28.54 | 8.71 | 0.13 | - | ||
| 2021/12 | 2.86 | 1.47 | 19.98 | 30.86 | 18.09 | 8.43 | 0.12 | - | ||
| 2021/11 | 2.82 | 2.42 | 7.5 | 28.0 | 17.9 | 8.57 | 0.12 | - | ||
| 2021/10 | 2.75 | -8.24 | 8.56 | 25.19 | 19.19 | 8.78 | 0.12 | - | ||
| 2021/9 | 3.0 | -0.99 | 23.23 | 22.44 | 20.64 | 8.65 | 0.11 | - | ||
| 2021/8 | 3.03 | 15.49 | 26.02 | 19.44 | 20.24 | 8.08 | 0.11 | - | ||
| 2021/7 | 2.62 | 7.92 | 15.13 | 16.41 | 19.24 | 7.29 | 0.12 | - | ||
| 2021/6 | 2.43 | 8.77 | 12.21 | 13.79 | 20.05 | 7.01 | 0.14 | - | ||
| 2021/5 | 2.23 | -5.03 | 33.28 | 11.36 | 21.87 | 6.84 | 0.15 | - | ||
| 2021/4 | 2.35 | 4.22 | 23.8 | 9.12 | 19.37 | 6.76 | 0.15 | - | ||
| 2021/3 | 2.26 | 4.78 | 0.52 | 6.77 | 17.9 | 6.77 | 0.13 | - | ||
| 2021/2 | 2.15 | -8.85 | 21.73 | 4.52 | 29.06 | 6.9 | 0.12 | - | ||
| 2021/1 | 2.36 | -0.84 | 36.55 | 2.36 | 36.55 | 7.37 | 0.12 | - | ||
| 2020/12 | 2.38 | -9.08 | -0.83 | 26.14 | -11.18 | 7.54 | 0.09 | - | ||
| 2020/11 | 2.62 | 3.43 | 30.81 | 23.75 | -12.1 | 7.59 | 0.09 | - | ||
| 2020/10 | 2.53 | 4.15 | -69.88 | 21.13 | -15.54 | 7.37 | 0.09 | 本月營收較去年同期營收減少之主因為; 去年(108年10月)本公司認列技術服務合約補償金收入US$20,520K所致。 | ||
| 2020/9 | 2.43 | 1.24 | 25.39 | 18.6 | 11.99 | 7.11 | 0.11 | - | ||
| 2020/8 | 2.4 | 5.51 | 20.27 | 16.16 | 10.22 | 6.85 | 0.11 | - | ||
| 2020/7 | 2.28 | 5.18 | 8.72 | 13.76 | 8.63 | 6.12 | 0.13 | - | ||
| 2020/6 | 2.17 | 29.2 | 0.53 | 11.48 | 8.61 | 5.74 | 0.14 | - | ||
| 2020/5 | 1.68 | -11.78 | -6.21 | 9.32 | 10.68 | 5.82 | 0.14 | - | ||
| 2020/4 | 1.9 | -15.37 | 54.05 | 7.64 | 15.23 | 5.91 | 0.14 | 本月營收增加之主要原因為本月客戶需求生產量較去年同期增加所致。 | ||
| 2020/3 | 2.24 | 26.89 | -21.29 | 5.74 | 6.37 | 5.74 | 0.14 | - | ||
| 2020/2 | 1.77 | 2.23 | 36.28 | 3.5 | 37.34 | 5.9 | 0.14 | - | ||
| 2020/1 | 1.73 | -27.99 | 38.44 | 1.73 | 38.44 | 6.14 | 0.13 | - | ||
| 2019/12 | 2.4 | 19.93 | 44.69 | 29.43 | 2.54 | 12.82 | 0.06 | - | ||
| 2019/11 | 2.0 | -76.18 | 16.0 | 27.02 | -0.04 | 12.36 | 0.06 | - | ||
| 2019/10 | 8.41 | 333.68 | 311.59 | 25.02 | -1.14 | 12.35 | 0.06 | 本月認列第四年技術服務合約補償金收入美金$20,520千元。 | ||
| 2019/9 | 1.94 | -2.88 | -3.07 | 16.61 | -28.62 | 6.03 | 0.13 | - | ||
| 2019/8 | 2.0 | -4.62 | -28.97 | 14.67 | -31.02 | 6.25 | 0.12 | - | ||
| 2019/7 | 2.09 | -2.73 | -16.97 | 12.67 | -31.33 | 6.03 | 0.13 | - | ||
| 2019/6 | 2.15 | 20.53 | -29.27 | 10.57 | -33.61 | 5.17 | 0.14 | - | ||
| 2019/5 | 1.79 | 44.89 | -42.66 | 8.42 | -34.64 | 0.0 | N/A | - | ||
| 2019/4 | 1.23 | -56.76 | -54.85 | 6.63 | -32.08 | 0.0 | N/A | 主要因客戶生產需求量減少，致本月營收較去年同期營收減少。 |
| 加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 (10) | 136 | 0.0 | 6.12 | -8.11 | 5.00 | -21.14 | 36.68 | -7.07 | 30.09 | -9.01 | 8.49 | -19.68 | 10.1 | -9.17 | 8.4 | -8.4 |
| 2022 (9) | 136 | 0.0 | 6.66 | 132.06 | 6.34 | 114.19 | 39.47 | 27.9 | 33.07 | 43.47 | 10.57 | 120.21 | 11.12 | 136.09 | 9.17 | 132.74 |
| 2021 (8) | 136 | 0.0 | 2.87 | 88.82 | 2.96 | 93.46 | 30.86 | 18.06 | 23.05 | 39.02 | 4.8 | 111.45 | 4.71 | 106.58 | 3.94 | 88.52 |
| 2020 (7) | 136 | 0.0 | 1.52 | -63.02 | 1.53 | -56.9 | 26.14 | -11.18 | 16.58 | -44.75 | 2.27 | -65.4 | 2.28 | -69.23 | 2.09 | -63.2 |
| 2019 (6) | 136 | 0.0 | 4.11 | 71.97 | 3.55 | 55.7 | 29.43 | 2.54 | 30.01 | 30.2 | 6.56 | 50.46 | 7.41 | 62.5 | 5.68 | 72.12 |
| 2018 (5) | 136 | 0.0 | 2.39 | -53.68 | 2.28 | -64.6 | 28.7 | 0.95 | 23.05 | 53.46 | 4.36 | -60.04 | 4.56 | -51.64 | 3.3 | -54.67 |
| 2017 (4) | 136 | 0.0 | 5.16 | 18.89 | 6.44 | 12.2 | 28.43 | -15.69 | 15.02 | -5.48 | 10.91 | 39.34 | 9.43 | 53.83 | 7.28 | 19.15 |
| 2016 (3) | 136 | 0.0 | 4.34 | 0 | 5.74 | 0 | 33.72 | 15.16 | 15.89 | 459.51 | 7.83 | 0 | 6.13 | 0 | 6.11 | 0 |
| 2015 (2) | 136 | 0.0 | -1.20 | 0 | -0.76 | 0 | 29.28 | -31.22 | 2.84 | -87.28 | -1.4 | 0 | -2.01 | 0 | -1.64 | 0 |
| 2014 (1) | 136 | 0.0 | 3.68 | -7.54 | 3.36 | -13.85 | 42.57 | 190.38 | 22.33 | 0 | 7.03 | 6.84 | 7.53 | 11.72 | 5.06 | -7.66 |
