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(%)
25Q2 (20)270-0.37-0.370.24-80.95-80.00.58-48.67-47.271.5019.05-37.515.37-0.52-6.3915.61-47.49-51.610.66-51.79-57.414.21-80.99-78.691.64-52.05-60.10.65-80.99-79.944.67-80.95-82.474.21-80.99-78.69-7.54-53.20-37.41
25Q1 (19)2710.00.01.26-25.445.01.13-26.145.611.26-79.515.015.45-14.556.9929.73-13.8-10.0722.11-18.14-11.9522.15-12.42-1.93.42-29.92-5.793.42-25.164.9124.51-16.94-11.1622.15-12.42-1.9-15.54-21.90-27.81
24Q4 (18)2710.00.01.69-18.365.621.53-29.49-12.076.1537.5821.318.08-16.531.4634.49-13.39-12.0627.01-18.05-15.4625.29-2.513.654.88-31.65-14.244.57-18.685.0629.51-7.49-1.4725.29-2.513.657.6927.0733.89
24Q3 (17)2710.00.02.0772.59.522.1797.2726.94.4786.2528.8221.6631.9115.0939.8223.475.6532.9631.686.7725.9431.28-5.027.1473.7222.895.6273.469.3431.9019.74-5.225.9431.28-5.0222.8136.2550.03
24Q2 (16)2710.00.01.200.064.381.102.871.882.40100.052.8716.4213.7116.6232.25-2.4515.9725.03-0.3225.6519.76-12.4939.754.1113.2246.793.24-0.6162.8126.64-3.4422.4819.76-12.4939.75-2.63-12.50-17.86
24Q1 (15)2710.00.01.20-25.042.861.07-38.5128.921.20-76.3342.8614.44-18.979.8133.06-15.7114.5525.11-21.4120.3722.58-7.4630.293.63-36.232.483.26-25.0642.9827.59-7.8830.8222.58-7.4630.29-12.14-20.17-18.38
23Q4 (14)2710.00.01.60-15.34-4.191.741.75-1.695.0746.11-30.6417.82-5.31-0.9439.224.061.5531.953.5-1.8124.40-10.66-3.255.69-2.07-2.94.35-15.37-4.1929.95-11.0-4.0124.40-10.66-3.2514.1771.7884.47
23Q3 (13)2710.00.01.89158.9-14.861.71167.19-17.393.47121.02-38.4818.8233.66-11.4437.6935.53-2.8430.8754.97-6.4527.3193.14-3.875.81107.5-17.125.14158.29-14.933.6554.71-4.1927.3193.14-3.8720.3672.9072.15
23Q2 (12)2710.00.00.73-13.1-65.240.64-22.89-68.931.5786.9-53.9614.087.07-34.0827.81-3.64-27.6719.92-4.51-42.4414.14-18.41-47.022.82.19-62.111.99-12.72-65.0921.753.13-38.3214.14-18.41-47.02-9.91-31.40-38.00
23Q1 (11)2710.00.00.84-49.7-35.880.83-53.11-35.660.84-88.51-35.8813.15-26.9-21.328.86-25.27-8.4420.86-35.89-19.4317.33-31.28-18.642.74-53.24-36.722.28-49.78-35.9621.09-32.4-19.9317.33-31.28-18.64-21.12-37.23-33.80
22Q4 (10)2710.00.01.67-24.770.01.77-14.494.737.3129.615.6417.99-15.34-2.3338.62-0.449.032.54-1.397.4325.22-11.232.655.86-16.415.024.54-24.830.2231.20-11.163.4525.22-11.232.65-7.92-9.53-7.00
22Q3 (9)2710.00.02.225.712.782.070.49-4.615.6465.47.4321.25-0.51-3.1438.790.889.8233.00-4.656.5228.416.446.527.01-5.143.096.045.963.2535.12-0.413.6228.416.446.5213.6633.0130.09
22Q2 (8)2710.00.02.1060.31128.262.0659.69121.513.41160.3110.3621.3627.8340.6238.4521.9964.5334.6133.6892.626.6925.3162.357.3970.67170.75.760.11128.035.2633.8697.6526.6925.3162.359.2719.3818.01
22Q1 (7)2710.00.01.31-21.56-39.631.29-23.67-41.361.31-81.07-39.6316.71-9.28-20.8831.52-11.04-17.2725.89-14.53-21.5921.30-13.31-23.714.33-22.4-37.883.56-21.41-39.6626.34-12.67-19.8221.30-13.31-23.71-12.66-22.12-22.90
21Q4 (6)2710.00.01.67-22.69-45.421.69-22.12-45.666.9231.818.6318.42-16.04-23.2535.430.31-11.0530.29-2.23-13.4324.57-7.87-29.035.58-17.94-33.574.53-22.56-45.4930.16-2.43-12.8824.57-7.87-29.0314.2056.0555.61
21Q3 (5)2710.00.02.16134.78-1.822.17133.33-2.695.2569.959.0921.9444.442.8635.3251.13-3.3430.9872.49.726.6762.23-4.956.8149.0812.965.85134.0-2.1730.9173.2610.1626.6762.23-4.95--0.00
21Q2 (4)2710.00.00.92-57.60.00.93-57.730.03.0942.40.015.19-28.080.023.37-38.660.017.97-45.580.016.44-41.120.02.73-60.830.02.5-57.630.017.84-45.690.016.44-41.120.0--0.00
21Q1 (3)2710.00.02.17-29.080.02.20-29.260.02.17-65.930.021.12-12.00.038.10-4.340.033.02-5.630.027.92-19.350.06.97-17.020.05.9-29.00.032.85-5.110.027.92-19.350.0--0.00
20Q4 (2)2710.00.03.0639.090.03.1139.460.06.3793.030.024.012.520.039.839.00.034.9923.90.034.6223.380.08.439.530.08.3138.960.034.6223.380.034.6223.380.0--0.00
20Q3 (1)2710.00.02.200.00.02.230.00.03.300.00.021.330.00.036.540.00.028.240.00.028.060.00.06.020.00.05.980.00.028.060.00.028.060.00.0--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)
2025/86.651.12-4.9744.04-3.317.97N/A-
2025/76.5738.53-14.5437.4-3.016.18N/A-
2025/64.75-2.4-27.4330.82-0.1215.370.13-
2025/54.86-15.6-17.2226.087.2116.750.12-
2025/45.76-5.943.7221.2214.9916.750.12-
2025/36.1225.8640.7715.457.0215.450.13-
2025/24.868.896.299.33-7.5214.740.13-
2025/14.47-17.35-18.984.47-18.9815.810.12-
2024/125.41-9.00.4670.610.5318.080.11-
2024/115.94-11.813.0465.1911.4619.650.1-
2024/106.74-3.320.959.2512.3820.70.09-
2024/96.97-0.385.0852.5214.0521.660.1-
2024/87.0-9.0614.7745.5515.5521.230.1-
2024/77.6917.6326.2438.5515.720.110.11-
2024/66.5411.3117.6130.8613.3416.420.12-
2024/55.8746.5432.8524.3212.2414.230.13-
2024/44.01-7.83-2.1818.456.9612.930.15-
2024/34.35-4.95-4.2314.449.8114.440.14-
2024/24.58-17.0111.0910.0917.2315.470.13-
2024/15.512.4822.875.5122.8716.660.12-
2023/125.38-6.679.0463.87-17.3917.820.12-
2023/115.77-13.63-11.7858.49-19.1919.070.11-
2023/106.680.662.3252.72-19.9319.40.11-
2023/96.638.8-2.7946.05-22.3818.820.11-
2023/86.090.03-14.8139.42-24.9217.750.12-
2023/76.099.59-16.2133.32-26.5216.070.13-
2023/65.5625.73-24.2927.23-28.4814.080.18-
2023/54.427.89-38.1821.67-29.4913.060.19-
2023/44.1-9.76-40.3117.25-26.8512.760.2-
2023/34.5410.25-31.713.15-21.3213.150.19-
2023/24.12-8.21-17.338.61-14.4613.540.18-
2023/14.49-9.04-11.664.49-11.6615.960.15-
2022/124.93-24.5-17.2677.320.8417.990.15-
2022/116.540.178.9672.382.3619.880.14-
2022/106.52-4.360.9665.851.7520.50.13-
2022/96.82-4.65-10.9859.321.8421.250.13-
2022/87.16-1.61-2.4452.53.7821.770.13-
2022/77.27-0.964.7445.354.8421.770.13-
2022/67.342.6523.2638.084.8621.360.14-
2022/57.154.1749.4430.731.2520.670.14-
2022/46.873.2554.3323.58-7.7718.50.16因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2022/36.6533.456.1116.71-20.8516.710.16-
2022/24.98-1.91-23.8810.06-32.2416.030.17-
2022/15.08-14.81-38.825.08-38.8217.040.16-
2021/125.96-0.56-28.5376.675.3518.420.15-
2021/116.0-7.18-21.9970.719.7420.120.14-
2021/106.46-15.68-18.8864.7114.0421.460.13-
2021/97.664.48-1.7958.2519.4221.940.13-
2021/87.335.64-1.0150.5923.4620.230.14-
2021/76.9416.5413.5543.2528.8717.690.16-
2021/65.9624.4640.6236.3132.2815.190.2-
2021/54.797.5815.0430.3530.7615.50.2-
2021/44.45-29.0-6.7425.5734.1917.260.18-
2021/36.27-4.2734.4721.1247.8621.120.12-
2021/26.55-21.1733.8614.8554.3523.20.11因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2021/18.3-0.4875.548.375.5424.340.1因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/128.348.53110.7172.7856.424.00.09因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/117.69-3.4859.7364.4351.3423.460.09因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/107.972.0853.5356.7450.270.0N/A因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/97.85.3144.5848.7849.760.0N/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
2024 (10)2710.06.1221.675.8719.0770.610.5435.313.4927.984.7923.659.819.7615.8920.617.6516.721.37
2023 (9)2710.05.03-30.244.93-31.4363.87-17.434.12-7.9826.70-16.0421.54-16.0617.05-30.6617.51-29.9913.76-30.65
2022 (8)2710.07.215.17.192.8677.320.8537.089.931.8010.4225.664.8224.5911.3725.0113.7319.845.7
2021 (7)2710.06.868.376.997.0476.675.3433.7410.8428.8018.9124.483.1222.0825.2421.9927.3318.778.69
2020 (6)2710.06.33844.786.53650.5772.7856.4230.44158.6224.22382.4723.74507.1617.63653.4217.27848.917.27848.9
2019 (5)2710.00.6700.87046.53-1.2911.775785.05.0203.9102.3401.8201.820
2018 (4)2710.0-4.990-4.83047.1415.60.200-27.670-28.680-13.040-13.520-13.520
2017 (3)2710.74-2.710-2.56040.784.0-8.570-17.640-17.980-7.190-7.610-7.330
2016 (2)2692.67-2.360-2.26039.21-19.62-7.620-18.200-16.240-7.130-7.420-6.370
2015 (1)26210.550.56-78.460.62-74.0648.78-1.1314.1704.8103.0102.35-65.242.14-67.581.47-76.63

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