玩股撇步(動畫小學堂)  

  • 營業利益和稅後淨利成長率大於營收成長率, 通常代表公司在成長, 如果是漲很多的股票, 發現沒有這個現象就要留意了
  • 營收到某個數字後, 營業利益產生不成比例的增加, 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 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)3940.250.51-0.30-133.33-136.590.09228.57-92.911.55-16.22-8.8259.03-4.11-30.8110.490.58-19.80.540.0-89.51-1.18-133.24-136.76-1.67-123.62-142.28-2.57-145.57-173.43-8.17-59.7157.92
23Q3 (19)3930.00.260.9013.9257.89-0.07-112.73-170.01.8594.74110.2361.56-12.23-20.0910.43-15.8922.130.54-80.78-52.633.5514.1559.197.0732.1584.115.6429.9588.0-6.46203.8476.97
23Q2 (18)3930.0-0.760.79393.75464.290.55266.671275.00.95493.75206.4570.14-0.698.0212.4036.8731.772.81279.73189.693.11401.61455.365.35390.83150.04.34567.69214.49-8.95156.6389.24
23Q1 (17)3930.263.150.16-80.49-5.880.15-88.19171.430.16-90.59-5.8870.63-17.2136.549.06-30.73-2.370.74-85.633600.00.62-80.69-3.121.09-72.41-61.890.65-81.43-73.47-3.24-18.31540.90
22Q4 (16)3920.09.190.8243.869.331.271170.01714.291.7093.18-10.0585.3110.7352.0713.0853.1654.795.15351.758683.333.2143.9518.893.952.86-6.843.5016.67-27.5414.69175.50660.00
22Q3 (15)392-1.018.590.57307.14103.570.10150.0-16.670.88183.87-22.8177.0418.6539.118.54-9.25-1.731.1417.5375.382.23298.21123.03.8479.4481.993.00117.3965.7522.09144.75134.53
22Q2 (14)3963.9410.920.14-17.65-72.550.04119.05-88.240.3182.35-64.3764.9325.52-0.489.411.45.260.974750.0-42.60.56-12.5-69.062.14-25.17-35.741.38-43.67-50.368.87-47.49-140.47
22Q1 (13)3816.137.630.17-77.33-52.78-0.21-400.0-177.780.17-91.01-52.7851.73-7.79-1.289.289.82-6.830.02133.33-98.440.64-76.3-50.02.86-32.55-0.692.45-49.28-0.41-3.2545.27-220.84
21Q4 (12)359-0.551.130.75167.86141.940.07-41.67-65.01.8965.79-51.0456.11.314.758.45-2.76-22.9-0.06-109.23-106.822.7170.0147.714.24100.9577.414.83166.85116.59-6.9061.38-53.19
21Q3 (11)3611.121.980.28-45.1-91.980.12-64.71-76.01.1431.03-67.8955.38-15.11-17.988.69-2.8-27.040.65-61.54-79.171.0-44.75-91.92.11-36.64-89.451.81-34.89-90.174.70-1.71-19.39
21Q2 (10)3570.850.560.5141.6718.60.3425.9325.930.87141.67987.565.2424.515.458.94-10.24-18.871.6932.03-3.981.8141.4119.873.3315.63-14.832.7813.01-7.9515.8428.9030.46
21Q1 (9)354-0.28-0.840.3616.13202.860.2735.0193.10.36-90.67202.8652.47.1898.719.96-9.12-13.241.2845.45219.631.2817.43203.232.8820.5166.362.4610.31156.68-10.21-37.50-12.50
20Q4 (8)3550.28-0.280.31-91.12234.780.20-60.0766.673.868.73577.1948.89-27.5934.7610.96-7.98-3.780.88-71.79500.01.09-91.17232.932.39-88.05193.02.23-87.89205.19-4.05310.2512.59
20Q3 (7)354-0.28-0.843.49711.631296.00.5085.19525.03.554337.5343.7567.5219.4848.4911.918.0812.683.1277.27403.2312.35717.881272.2220.00411.51643.4918.42509.93807.3966.89467.25139.14
20Q2 (6)355-0.56-0.560.43222.8643.330.27193.1170.00.08122.86-85.1956.51114.32.8811.02-4.0117.231.76264.49134.671.51221.7739.813.91190.0948.673.02169.5953.343.4985.34-336.78
20Q1 (5)3570.281.42-0.35-52.17-245.83-0.29-866.67-31.82-0.35-161.4-245.8326.37-27.32-39.9311.480.7939.15-1.07-386.36-69.84-1.24-51.22-244.19-4.34-68.87-274.3-4.34-104.72-321.43--0.00
19Q4 (4)356-0.280.0-0.23-192.00.0-0.03-137.50.00.57-28.750.036.28-20.210.011.397.760.0-0.22-135.480.0-0.82-191.110.0-2.57-195.540.0-2.12-204.430.0--0.00
19Q3 (3)3570.00.00.25-16.670.00.08-20.00.00.8048.150.045.47-17.220.010.5712.450.00.62-17.330.00.9-16.670.02.692.280.02.033.050.0--0.00
19Q2 (2)3571.420.00.3025.00.00.10145.450.00.54125.00.054.9325.130.09.4013.940.00.75219.050.01.0825.580.02.635.620.01.970.510.0--0.00
19Q1 (1)3520.00.00.240.00.0-0.220.00.00.240.00.043.90.00.08.250.00.0-0.630.00.00.860.00.02.490.00.01.960.00.0--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備註(年增率變動50%需說明原因)
2024/216.08-7.34-31.133.43-18.055.18N/A-
2024/117.35-20.22-0.4617.35-0.4658.17N/A-
2023/1221.7514.08-14.79261.39-6.3159.030.51-
2023/1119.074.66-37.13239.64-5.4557.480.52-
2023/1018.22-9.81-38.11220.57-1.1458.570.51-
2023/920.20.21-26.56202.364.4661.580.76-
2023/820.15-5.05-24.08182.169.661.170.77-
2023/721.237.26-7.71162.016.065.690.71-
2023/619.79-19.79-27.28140.7820.6870.150.6-
2023/524.67-3.9312.79120.9935.2880.210.52-
2023/425.69-13.9662.5396.3142.5778.880.53去年4月昆山廠因中國大陸防疫政策停工,因此營收基期低。
2023/329.8527.9260.2670.6236.4770.620.71今年3月營收年增率超過50%主因去年三月營收基期低。去年越南及昆山廠在人力及料況上均受到新冠肺炎的影響,導致出貨不順。
2023/223.3433.8547.1340.7723.0966.30.76-
2023/117.43-31.71.0117.431.0173.290.68-
2022/1225.53-15.8224.36279.021.9285.30.54-
2022/1130.333.0368.65253.4721.6887.270.53因訂單需求強勁,加上稼動率提升及料況好轉,使本月年增長幅度超過50%
2022/1029.447.0172.96223.1417.2483.490.55訂單需求強勁,加上越南廠稼動率大幅提升,因此本月年增長幅度超過50%
2022/927.513.654.53193.711.7777.060.78訂單需求強勁,加上越南廠稼動率大幅提升,因此本月年增長幅度超過50%
2022/826.5515.4132.45166.26.8776.770.78-
2022/723.0-15.4931.22139.653.0972.10.83-
2022/627.2224.4124.1116.65-1.0864.90.77-
2022/521.8838.43-2.8689.43-6.8456.310.89-
2022/415.8-15.16-25.067.55-8.0650.291.0-
2022/318.6317.44-9.0551.75-1.2551.751.12-
2022/215.86-8.16.433.123.7553.651.08-
2022/117.26-15.911.4317.261.4355.771.04-
2021/1220.5314.1421.97228.8314.8155.530.68-
2021/1117.985.6712.22208.314.1552.80.71-
2021/1017.02-4.386.06190.3214.3354.860.68-
2021/917.8-11.19-24.71173.315.2255.370.9-
2021/820.0414.34-9.04155.522.6659.50.84-
2021/717.53-20.07-19.75135.4629.3461.980.81-
2021/621.93-2.6213.8117.9342.2765.530.79-
2021/522.526.8824.2996.050.964.080.8新客戶、新產品帶動營收成長
2021/421.072.8810.1973.4861.556.460.91新客戶、新產品帶動營收成長
2021/320.4837.3966.3952.498.752.41.041.去年疫情基期低 2. 新客戶、新產品帶動營收成長
2021/214.91-12.38222.5931.92126.9848.751.121.去年疫情基期低 2. 新客戶、新產品帶動營收成長
2021/117.011.0980.1917.0180.1949.871.091.去年疫情基期低 2. 新客戶、新產品帶動營收成長
2020/1216.835.0228.78199.3110.3748.90.86-
2020/1116.02-0.1337.4182.488.9355.710.75-
2020/1016.05-32.1238.94166.456.861.720.68-
2020/923.647.2885.58150.414.2367.520.62由於5G及WiFi6產業之成長趨勢,國際局勢變動、產業鏈重組與及新客戶新產品等因素帶動正文營收之成長。
2020/822.040.8837.84126.77-3.6363.150.66-
2020/721.8413.3430.43104.73-9.3759.230.7-
2020/619.276.35-1.6882.89-16.1256.510.61-
2020/518.12-5.23-0.9463.62-19.6949.550.69-
2020/419.1255.3512.2745.49-25.3236.050.95-
2020/312.31166.37-28.5826.37-39.9226.371.45-
2020/24.62-51.06-55.6314.06-47.2427.131.41因武漢肺炎停工,且復工尚未完全恢復。
2020/19.44-27.74-41.869.44-41.8634.171.12-
2019/1213.0712.05-24.84180.574.1736.280.63-
2019/1111.660.98-38.79167.57.435.950.64-
2019/1011.55-9.34-21.08155.8413.8440.270.57-
2019/912.74-20.31-16.36144.2918.0245.470.52-
2019/815.99-4.534.27131.5522.9152.330.45-
2019/716.75-14.5622.77115.5726.0354.640.43-
2019/619.67.1442.0798.8226.654.930.46-
2019/518.297.428.2779.2223.2852.560.48-
2019/417.03-1.1833.2260.9321.850.0N/A-
2019/317.2465.4710.6843.917.940.0N/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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)3940.511.37-13.840.72-40.0261.36-6.3210.603.214.64-36.267.89-14.156.09-8.42
2022 (9)3929.191.59-5.921.2051.9279.021.7610.2714.247.28104.499.1927.116.65-2.21
2021 (8)3591.131.69-49.70.7917.91229.1314.978.99-20.933.56-23.937.23-54.046.8-50.36
2020 (7)355-0.283.36533.960.670199.2910.3711.3715.784.68817.6515.73455.8313.7581.59
2019 (6)3564.710.530-0.080180.574.179.826.390.5102.83948.152.010
2018 (5)34010.03-0.070-0.280173.3427.639.23-26.4-0.5900.27-91.74-0.230
2017 (4)3093.340.95-38.31-0.140135.81-6.4112.54-20.38-0.4203.27-51.983.12-44.97
2016 (3)299-0.331.54148.390.57235.29145.11-17.2215.7529.523.39205.416.81170.245.67173.91
2015 (2)300-2.910.62169.570.170175.3-0.8712.1616.251.1102.5266.892.07187.5
2014 (1)3090.00.23-81.89-0.710176.84-11.2610.460-2.0201.51-76.070.72-84.21

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