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)1040.05.050.58203.575700.0-1.55-453.57-933.330.02103.57-88.2411.71-9.44-2.3439.2811.43.07-11.75-1350.62-1487.845.87253.26878.33-1.38-1154.55-1433.330.6203.455900.07.13336.09904.235.87253.26878.33-5.4011.20-184.35
25Q1 (19)1044.05.05-0.56-181.16-450.0-0.2884.8668.89-0.56-172.73-450.012.93-1.37-1.7535.269.1617.77-0.8186.8950.61-3.83-134.95-185.49-0.1186.4250.0-0.58-184.06-462.5-3.02-122.03-144.94-3.83-134.95-185.490.65390.67-122.69
24Q4 (18)1003.091.010.69962.5260.47-1.85-330.23-3600.00.77755.56122.7113.112.6620.1632.30-15.25-16.82-6.18-195.69-392.8910.96262.91287.35-0.81-200.0-452.170.69962.5264.2913.711571.951196.810.96262.91287.354.5831.25-258.45
24Q3 (17)97-2.02-2.02-0.08-900.096.23-0.43-186.6783.40.09-47.06103.0312.776.51100.4738.110.040.94-2.09-182.4395.13.02403.33108.8-0.27-200.090.07-0.08-900.096.190.8215.49102.463.02403.33108.8-1.19-496.88-51.67
24Q2 (16)990.020.730.01-93.75102.38-0.1583.3342.310.176.25116.8311.99-8.8923.7438.1127.2919.5-0.7454.88-127.210.60-86.61128.04-0.0959.09-134.620.01-93.75102.940.71-89.43-64.50.60-86.61128.045.8721.73-808.34
24Q1 (15)990.020.730.16137.21127.12-0.90-1700.0-164.710.16104.72127.1213.1620.62132.9229.94-22.89-7.13-1.64-177.7385.784.48176.58132.92-0.22-195.6566.150.16138.1132.656.72637.6148.244.48176.58132.9245.95108.47-800.97
23Q4 (14)990.019.28-0.4379.72-107.24-0.0598.0795.54-3.39-14.14-145.7510.9171.2781.8338.8343.623.582.11104.95107.37-5.8582.94-107.850.23108.46113.37-0.4280.0-108.47-1.2596.26-101.7-5.8582.94-107.8518.50-162.52-399.04
23Q3 (13)9920.7319.28-2.12-404.76-381.82-2.59-896.15-219.75-2.97-194.06-302.046.37-34.2614.1627.04-15.21-14.05-42.61-1666.54-177.05-34.30-1502.8-275.27-2.72-1146.15-216.28-2.1-517.65-467.57-33.39-1769.5-373.62-34.30-1502.8-275.2718.62-187.97-436.31
23Q2 (12)820.028.12-0.4228.81-227.27-0.2623.53-85.71-1.01-71.19-140.739.6971.540.6431.89-1.09-18.852.72123.59453.25-2.1484.28-195.960.26140.0620.0-0.3430.61-261.92.00114.36-54.85-2.1484.28-195.9632.84-40.5646.59
23Q1 (11)82-1.226.15-0.59-109.93-127.44-0.3469.64-136.17-0.59-107.96-127.445.65-5.8339.8532.242.61-49.12-11.5359.73-134.44-13.61-118.27-139.03-0.6562.21-148.15-0.49-109.88-135.25-13.93-118.99-132.0-13.61-118.27-139.030.85670.0315.68
22Q4 (10)830.027.695.941450.0-49.27-1.12-38.2765.857.41404.08-34.546.07.53246.8231.42-0.13-18.71-28.63-86.1520.874.50915.1-83.19-1.72-100.0-177.424.961440.54-35.2573.351140.43-87.8674.50915.1-83.19-5.74608.34-258.42
22Q3 (9)8329.6925.76-0.44-233.33-1000.0-0.81-478.57-3950.01.47-40.73476.925.58-19.01402.731.46-19.95-52.36-15.38-1897.4-224.47-9.14-509.87-368.72-0.86-1620.0-1620.0-0.37-276.19-1133.33-7.05-259.14-29.83-9.14-509.87-368.7225.77-158.99-296.73
22Q2 (8)64-1.541.590.33-84.65200.0-0.14-114.89-129.172.4815.35788.896.8970.54327.9539.30-37.98-57.55-0.77-102.3-101.822.23-93.6-47.9-0.05-103.7-107.350.21-84.89200.04.43-89.82-71.462.23-93.6-47.9102.03-83.156.88
22Q1 (7)650.03.172.15-81.64557.450.94128.661780.02.15-81.01557.454.04133.53251.363.3763.96-30.1233.48192.61202.4434.87-92.13236.211.35317.74938.461.39-81.85579.3143.53-92.8334.0334.87-92.13236.2194.6914646.68-8085.67
21Q4 (6)65-1.524.8411.7129375.02109.43-3.28-16300.0-3544.4411.323002.561143.961.7355.8618.4938.65-41.47-52.19-36.15-662.66-1285.06443.0922822.561849.36-0.62-1140.0-1450.07.6625633.332221.21604.1911226.892212.25443.0922822.561849.3612.4014619.32-8202.08
21Q3 (5)664.7634.69-0.04-136.3689.74-0.02-104.17-120.0-0.39-8.33-179.591.11-31.064.7266.04-28.66-17.86-4.74-111.23-129.24-1.95-145.5689.28-0.05-107.35-129.41-0.03-142.8684.21-5.43-134.9951.78-1.95-145.5689.28--0.00
21Q2 (4)630.00.00.11123.40.00.48860.00.0-0.3623.40.01.6140.00.092.572.070.042.22281.390.04.28116.720.00.68423.080.00.07124.140.015.52183.440.04.28116.720.0--0.00
21Q1 (3)631.610.0-0.47-188.680.00.05155.560.0-0.47-151.650.01.15-21.230.090.6912.180.011.07524.140.0-25.60-212.630.00.13425.00.0-0.29-187.880.0-18.60-171.180.0-25.60-212.630.0--0.00
20Q4 (2)6226.530.00.53235.90.0-0.09-190.00.00.9185.710.01.4637.740.080.840.550.0-2.61-116.10.022.73224.960.0-0.04-123.530.00.33273.680.026.13332.060.022.73224.960.0--0.00
20Q3 (1)490.00.0-0.390.00.00.100.00.00.490.00.01.060.00.080.400.00.016.210.00.0-18.190.00.00.170.00.0-0.190.00.0-11.260.00.0-18.190.00.0--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)
2025/89.73132.5886.9738.7616.3118.54N/A新增子公司光罩(股票代號:2338)營收
2025/74.18-9.5357.7929.033.2411.78N/A新增子公司營收
2025/64.6255.38-3.9924.85-2.4311.920.69-
2025/52.98-31.15-19.4620.22-2.0711.940.69-
2025/44.32-6.7917.6417.251.7111.90.69-
2025/34.6457.924.8112.92-2.6912.920.58-
2025/22.94-45.07-19.098.28-6.4413.630.55-
2025/15.350.082.335.352.3314.570.52新增子公司營收
2024/125.3437.8121.4251.0757.7813.180.7新增子公司營收
2024/113.88-2.1816.2345.7263.512.40.74新增子公司營收
2024/103.96-13.0937.4441.8569.913.730.67新增子公司營收
2024/94.56-12.36123.1237.8874.2112.420.76新增子公司營收
2024/85.296.28233.4733.3269.1312.670.75新增子公司營收
2024/72.65-44.965.2528.1254.9911.160.85新增子公司營收
2024/64.8230.3532.025.4763.0212.190.82新增子公司營收
2024/53.70.556.9420.6572.4711.80.84新增子公司營收
2024/43.67-16.9628.1716.9699.0511.730.85新增子公司營收
2024/34.4321.927.1613.28135.013.280.69新增子公司營收
2024/23.63-30.52249.818.86307.8913.260.69新增子公司營收
2024/15.2318.74361.085.23361.0812.960.7新增子公司營收
2023/124.431.9252.0232.3741.7110.621.0新增子公司營收
2023/113.3415.6674.6727.9640.228.261.29新增子公司營收及子公司營收增加
2023/102.8841.0790.5624.6336.576.491.64新增子公司營收及子公司營收增加
2023/92.0430.97-19.9621.7531.626.121.52-
2023/81.56-38.04-5.0419.741.067.731.21-
2023/72.52-30.9777.418.1447.219.620.97新增子公司營收
2023/63.655.615.0915.6243.279.970.8-
2023/53.4620.52108.3811.9754.839.80.81新增子公司營收
2023/42.87-17.6241.178.5240.217.391.08-
2023/33.48235.35249.985.6539.725.651.49新增子公司營收
2023/21.04-8.4228.332.17-28.825.071.66-
2023/11.13-60.84-49.441.13-49.445.941.42-
2022/122.8951.58366.3222.84308.246.320.35新增子公司營收
2022/111.9126.18248.0419.94300.995.980.37新增子公司營收
2022/101.51-40.74185.8818.03307.565.710.39新增子公司營收
2022/92.5555.39332.2516.52324.095.620.53新增子公司營收
2022/81.6415.74439.7813.97322.636.230.48新增子公司營收
2022/71.42-55.21485.6912.32310.746.250.48新增子公司營收
2022/63.1791.2354.0810.9295.376.860.37新增子公司營收
2022/51.66-18.34316.757.73275.464.680.54新增子公司營收
2022/42.03104.21316.696.08265.583.830.66新增子公司營收
2022/30.9922.96122.124.04244.374.040.19新增子公司營收
2022/20.81-63.92240.753.05319.683.670.2新增子公司營收
2022/12.24261.12357.972.24357.973.410.22權利金收入增加及新增子公司營收
2021/120.6213.1349.215.592.621.70.45-
2021/110.553.6447.434.97-1.221.670.46-
2021/100.53-10.4-20.624.42-5.11.420.54-
2021/90.5994.0456.743.9-2.511.140.8新增合正科技(5381)營業收入
2021/80.325.58-33.773.3-8.681.250.73-
2021/70.24-65.275.73.0-5.031.340.68-
2021/60.775.48-15.172.76-5.871.580.01-
2021/50.4-18.3657.872.06-2.241.330.01權利金收入增加
2021/40.498.8534.571.66-10.41.170.01-
2021/30.4588.64-5.441.17-21.321.170.01-
2021/20.24-51.5-48.510.73-28.691.140.01-
2021/10.4917.65-12.340.49-12.341.280.01-
2020/120.4211.79-10.125.45-3.621.450.01-
2020/110.37-44.19-22.725.03-3.041.420.01-
2020/100.6776.9121.934.66-1.020.0N/A-
2020/90.38-18.0144.984.0-4.040.0N/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)1012.020.770-3.34051.0356.4434.513.54-2.7104.870-1.3802.8700.780
2023 (9)9919.28-3.390-3.24032.6244.8533.33-15.79-8.800-11.650-2.870-2.860-3.350
2022 (8)8327.697.38-34.34-1.12022.52302.8639.58-43.67-5.67024.53-81.48-1.2806.07-41.756.19-16.46
2021 (7)654.8411.241148.89-2.7705.592.5770.27-15.852.29-90.96132.481181.240.13-90.5810.421008.517.411200.0
2020 (6)6229.170.90-86.470.9705.45-3.7183.51-0.4925.32010.34-81.931.3800.94-72.020.57-82.52
2019 (5)480.06.65261.41-2.1805.66-33.8883.92-7.24-38.45057.23473.45-2.1803.36141.733.26270.45
2018 (4)480.01.84384.210.92228.578.568.4990.477.2917.11269.559.98724.791.46294.591.39456.00.88388.89
2017 (3)482.130.3800.2807.8912.2384.322.164.6301.2100.3700.2500.180
2016 (2)472.17-2.900-1.0207.03-7.1382.54-1.48-13.280-20.110-0.930-1.240-1.370
2015 (1)464.553.8600.7307.57127.3383.78012.28023.3100.9301.9301.760

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