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)117-2.5-2.50.22-50.00.00.91333.331720.00.6650.02100.06.8215.9916.9837.785.4719.6315.4692.53283.623.46-68.29-46.61.05123.4356.520.26-50.94-3.73.71-71.31-51.443.46-68.29-46.65.493.57157.05
25Q1 (19)1200.00.00.4457.14331.580.21-19.23142.860.44-13.73331.585.88-5.0129.5235.828.2844.038.036.92168.9910.9175.4431.610.472.17188.680.5360.61330.4312.9362.64404.2410.9175.4431.61-0.7548.5727.05
24Q4 (18)1200.00.00.2840.02700.00.2673.334.00.51121.741175.06.193.5112.9633.080.03-0.277.5131.7563.626.2225.66936.670.4635.2984.00.3337.53200.07.9518.131545.456.2225.66936.673.0415.46136.66
24Q3 (17)1200.00.00.20-9.0942.860.15200.0400.00.23666.67475.05.982.5717.7233.074.722.355.7041.44139.54.95-23.61-12.390.3447.83183.330.24-11.1141.186.73-11.91-1.034.95-23.61-12.3915.49103.35155.10
24Q2 (16)1200.00.00.22215.79246.670.05110.2120.00.03115.79130.05.8328.413.7431.5826.9811.954.03134.62222.496.48296.96540.820.23143.4227.780.27217.39250.07.64279.76665.936.48296.96540.825.63-892.11-92.90
24Q1 (15)1200.00.0-0.19-2000.0-480.0-0.49-296.0-880.0-0.19-575.0-480.04.54-17.15-17.7524.87-25.02-16.26-11.64-353.59-975.19-3.29-648.33-217.08-0.53-312.0-857.14-0.23-2400.0-483.33-4.25-672.73-221.43-3.29-648.33-217.08-4.64-1046.43152.00
23Q4 (14)1200.00.00.01-92.86-97.440.25600.0-19.350.040.0-98.535.487.87-23.3633.172.664.944.5992.86-46.130.60-89.38-93.070.25108.33-59.020.01-94.12-97.87-0.55-108.09-105.450.60-89.38-93.07-0.8750.24340.00
23Q3 (13)1200.00.00.14193.33-74.55-0.0580.0-114.710.04140.0-98.295.08-9.61-36.1832.3114.53-5.282.38172.34-75.345.65484.35-45.410.12166.67-84.420.17194.44-74.246.80603.7-47.495.65484.35-45.41-3.90-103.33-160.00
23Q2 (12)1200.00.0-0.15-400.0-118.75-0.25-400.0-145.45-0.10-300.0-105.625.621.81-34.7328.21-5.02-19.63-3.29-347.37-126.32-1.47-152.31-110.99-0.18-357.14-116.67-0.18-400.0-118.95-1.35-138.57-108.42-1.47-152.31-110.99-10.50-243.59-258.06
23Q1 (11)1200.00.00.05-87.18-94.95-0.05-116.13-106.330.05-98.17-94.955.52-22.8-35.5129.70-6.04-19.661.33-84.39-91.452.81-67.55-81.910.07-88.52-94.740.06-87.23-94.923.50-65.31-81.012.81-67.55-81.91-16.49-58.14-62.47
22Q4 (10)1200.00.00.39-29.09-37.10.31-8.82-59.212.7316.6710.087.15-10.18-16.3731.61-7.33-4.478.52-11.71-33.98.66-16.33-10.720.61-20.78-44.550.47-28.79-37.3310.09-22.08-10.478.66-16.33-10.72-8.87-30.17-23.50
22Q3 (9)1200.00.00.55-31.25-32.10.34-38.18-55.842.3431.4625.817.96-7.55-5.2434.11-2.822.19.65-22.8-28.0910.35-22.65-15.370.77-28.7-31.860.66-30.53-31.2512.95-19.26-8.3510.35-22.65-15.37-3.48-25.22-34.28
22Q2 (8)1200.00.840.80-19.1937.930.55-30.38-17.911.7879.867.928.610.588.4435.10-5.061.8612.50-19.672.2913.38-13.8443.251.08-18.811.340.95-19.4937.6816.04-12.9744.2413.38-13.8443.250.3520.24-13.21
22Q1 (7)1200.00.840.9959.68106.250.793.9568.090.99-60.08106.258.560.1223.1736.9711.733.2415.5620.7142.6215.5360.162.621.3320.9175.01.1857.33107.0218.4363.5364.715.5360.162.620.9618.111.33
21Q4 (6)1200.00.840.62-23.4640.910.76-1.333.332.4833.33117.548.551.7933.1833.09-0.96-9.6612.89-3.956.09.70-20.6913.451.1-2.6541.030.75-21.8844.2311.27-20.2413.849.70-20.6913.453.798.106.81
21Q3 (5)1200.840.840.8139.66153.130.7714.93126.471.8675.47165.718.45.7936.5933.41-3.05-3.1913.429.8272.0512.2330.9481.721.1316.49135.420.9639.13152.6314.1327.0787.6512.2330.9481.72--0.00
21Q2 (4)1190.00.00.5820.830.00.6742.550.01.06120.830.07.9414.240.034.46-3.770.012.2212.010.09.34-2.20.00.9727.630.00.6921.050.011.12-0.630.09.34-2.20.0--0.00
21Q1 (3)1190.00.00.489.090.00.47-17.540.00.48-57.890.06.958.260.035.81-2.240.010.91-10.280.09.5511.70.00.76-2.560.00.579.620.011.1913.030.09.5511.70.0--0.00
20Q4 (2)1190.00.00.4437.50.00.5767.650.01.1462.860.06.424.390.036.636.140.012.1655.90.08.5527.040.00.7862.50.00.5236.840.09.9031.470.08.5527.040.0--0.00
20Q3 (1)1190.00.00.320.00.00.340.00.00.700.00.06.150.00.034.510.00.07.800.00.06.730.00.00.480.00.00.380.00.07.530.00.06.730.00.0--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)
2025/82.16-5.934.0417.1520.926.56N/A-
2025/72.298.2731.5614.9923.816.68N/A-
2025/62.12-7.0310.3512.722.516.821.27-
2025/52.28-6.2117.1310.5825.276.851.27-
2025/42.4312.8623.68.3127.76.671.3-
2025/32.152.9813.265.8829.485.881.54-
2025/22.0927.4364.613.7341.156.091.49本月營收較去年同期增加,主係客戶需求較去年同期增加。
2025/11.64-30.5719.451.6419.456.01.51-
2024/122.3617.9363.222.543.846.191.42本月營收較去年同期增加,主係客戶需求較去年同期增加。
2024/112.09.45-4.8420.18-0.396.01.46-
2024/101.83-15.68-5.1918.180.126.071.45-
2024/92.174.6517.816.350.755.971.52-
2024/82.0719.7713.2814.18-1.425.731.58-
2024/71.73-10.3122.4512.11-3.565.61.62-
2024/61.93-0.73-5.4910.38-6.865.841.57-
2024/51.94-1.046.998.45-7.175.811.58-
2024/41.963.4211.596.5-10.75.131.78-
2024/31.949.75-14.534.54-17.814.542.19-
2024/21.27-7.58-26.182.64-20.014.632.14-
2024/11.37-30.95-13.321.37-13.325.461.82-
2023/121.99-5.56-18.7722.24-31.096.01.76-
2023/112.110.39-11.7220.26-32.115.871.8-
2023/101.912.32-17.8118.15-33.885.61.89-
2023/91.861.83-17.5716.25-35.365.092.19-
2023/81.8330.44-35.4914.38-37.125.282.11-
2023/71.4-31.64-50.9912.55-37.355.272.12主係受國際情勢動盪影響,整體景氣下滑所致。
2023/62.0512.94-27.711.15-35.075.631.93-
2023/51.823.19-36.319.1-36.535.81.88-
2023/41.76-20.77-39.757.28-36.595.71.91-
2023/32.2229.29-34.595.52-35.515.522.03-
2023/21.728.53-23.273.3-36.115.751.95-
2023/11.58-35.29-45.931.58-45.936.411.75-
2022/122.452.66-5.4132.281.387.151.61-
2022/112.382.73-23.629.841.986.961.65-
2022/102.322.64-18.3827.455.037.421.55-
2022/92.26-20.3-22.5325.137.897.961.6-
2022/82.84-0.922.7522.8712.258.541.49-
2022/72.860.875.0720.0413.748.551.49-
2022/62.84-0.512.6317.1815.328.611.44-
2022/52.85-2.3713.0514.3418.229.171.36-
2022/42.92-13.9910.0111.4919.578.561.45-
2022/33.451.6718.898.5623.238.561.38-
2022/22.24-23.5114.345.1726.267.751.53-
2022/12.9313.1937.192.9337.198.631.37-
2021/122.59-17.0810.6131.8429.868.551.24-
2021/113.129.7541.1929.2631.898.881.2-
2021/102.84-2.5752.1526.1430.868.521.25主係新冠肺炎疫情影響趨緩,帶動市場景氣需求提升所致。
2021/92.925.7259.1123.2928.678.41.27主係新冠肺炎疫情影響趨緩,帶動半導體、5G基礎建設及自動化等產業需求提升所致。
2021/82.761.345.620.3825.248.251.29-
2021/72.72-1.4612.3717.6222.558.011.33-
2021/62.769.5850.714.8924.627.941.34主係新冠肺炎疫情影響趨緩,帶動市場景氣需求提升所致。
2021/52.52-4.9914.1612.1319.898.041.33-
2021/42.66-7.0513.889.6121.497.471.43-
2021/32.8645.8713.046.9524.676.951.41-
2021/21.96-8.2211.434.0934.316.431.53-
2021/12.13-8.7865.52.1365.56.681.47去年一月適逢農曆春節假期,致營收較去年同期成長65.51%。
2020/122.345.8831.7824.5220.116.421.42-
2020/112.2118.2745.2822.1819.05.911.54-
2020/101.871.8813.5819.9716.670.0N/A-
2020/91.83-3.1736.3218.117.00.0N/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)1200.00.511175.0-0.02022.543.8731.030.752.2789.174.04123.20.5196.151.15167.440.611120.0
2023 (9)1200.00.04-98.53-0.10021.7-32.7830.80-10.931.20-89.771.81-85.120.26-93.140.43-90.870.05-98.47
2022 (8)1200.02.729.682.00-25.0932.281.3834.581.3811.73-5.6312.1618.633.79-4.294.7123.623.2710.1
2021 (7)1200.842.48117.542.67111.931.8429.8534.11-0.4112.4361.8510.2563.743.96110.643.81117.712.97120.0
2020 (6)1198.181.14256.251.261475.024.5220.1434.257.647.68708.426.26219.391.88889.471.75288.891.35285.71
2019 (5)1108.910.32-86.550.08-95.6320.41-27.3431.82-15.890.95-90.371.96-78.670.19-93.140.45-85.150.35-85.42
2018 (4)1018.62.3885.941.8361.9528.0916.7537.838.129.8748.649.1970.52.7773.123.03106.122.4101.68
2017 (3)931.091.28652.941.13494.7424.0640.9534.99-2.456.64183.765.39250.01.6300.01.47332.351.19643.75
2016 (2)921.10.1700.19-50.017.07-2.7935.87-5.482.34-48.681.54-60.210.4-50.00.34-60.920.16-68.63
2015 (1)9100.0000.38017.56037.9504.5603.8700.800.8700.510

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