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)1930.09.660.92-11.5424.320.85-3.4126.874.1728.7127.8715.516.9727.1330.22-4.28-5.592.4916.3666.01.78-11.036.9217.001.0737.6511.49-16.687.994.01-11.32-6.34
23Q3 (19)1930.5210.921.04-11.11108.00.88-9.2866.043.2446.61191.8914.51.0533.1531.57-3.0414.722.14-9.7100.02.0-10.71127.2716.82-12.1296.513.79-11.7771.524.150.70-1.92
23Q2 (18)1920.010.981.1712.51200.00.975.43212.92.21112.5262.314.357.2555.8132.567.8530.142.3713.4301.692.2412.01393.3319.1410.381150.9815.634.48835.938.4626.5221.37
23Q1 (17)1929.0910.981.0440.54100.00.9237.31268.01.04-43.17100.013.389.6744.3430.19-5.6930.522.0939.33294.342.053.85122.2217.3440.468.6814.9640.653.5910.8544.2731.87
22Q4 (16)1761.152.920.7448.042.310.6726.42168.01.8364.8690.6312.212.0341.0432.0116.3210.461.540.19188.461.347.7346.0712.3544.2816.5110.6432.343.015.13251.7848.70
22Q3 (15)1740.581.750.50455.56400.00.5370.972750.01.1181.97152.2710.8918.2465.2527.529.998.771.0781.36568.750.88486.67417.658.56459.4857.358.04381.44203.48.79186.4447.48
22Q2 (14)1730.01.760.09-82.69-50.00.3124.0244.440.6117.3179.419.21-0.6538.9125.028.17-0.990.5911.32110.710.15-83.33-51.611.53-85.12-74.961.67-82.85-64.093.26-41.3412.00
22Q1 (13)1731.171.760.520.0225.00.250.0177.780.52-45.83225.09.277.1745.323.13-20.19-0.940.531.92103.850.91.12233.3310.28-3.0289.329.74-5.71129.1819.21210.00675.00
21Q4 (12)1710.01.180.52420.018.180.251350.078.570.96118.18-75.068.6531.2629.4928.9814.55-0.030.52225.023.810.89423.5320.2710.6094.85-20.5410.33289.81-6.3515.33187.78613.89
21Q3 (11)1710.591.180.10-44.4466.67-0.02-122.22-133.330.4429.41-87.16.59-0.631.825.300.12-1.560.16-42.8645.450.17-45.1654.555.44-10.97155.42.65-43.0124.411.66-15.97-61.11
21Q2 (10)1700.00.590.1812.5-94.840.090.0116.360.34112.5-89.856.633.9274.4725.278.2241.330.287.69142.420.3114.81-94.746.1112.52-96.324.659.41-97.0-0.29-25.57-17.86
21Q1 (9)1700.590.590.16-63.64214.290.09-35.71212.50.16-95.84214.296.38-4.4942.0923.35-19.4518.410.26-38.1252.940.27-63.51217.395.43-59.3204.024.25-61.47181.4214.55284.8548.81
20Q4 (8)1690.00.60.44633.334500.00.14133.33-53.333.8512.9228.336.6833.624.8628.9912.866.710.42281.82-22.220.74572.737500.013.34526.291565.9311.03417.844342.3132.59267.53122.12
20Q3 (7)1690.00.60.06-98.28106.450.06110.91107.693.411.79214.055.031.580.625.7043.74276.280.11116.67107.280.11-98.13107.012.13-98.72106.752.13-98.63106.758.111247.29-238.30
20Q2 (6)1690.00.63.492592.86266.19-0.55-587.568.573.352492.86262.623.8-15.37-1.0417.88-9.33169.28-0.66-288.2480.595.892660.87266.86166.073281.42279.01155.183072.8268.84-15.72646.43-357.08
20Q1 (5)1690.60.6-0.14-1300.0-450.0-0.08-126.67-166.67-0.1495.33-450.04.49-16.07-41.7619.7213.418.72-0.17-131.48-750.0-0.23-2200.0-428.57-5.22-473.63-495.45-5.22-1907.69-667.39--0.00
19Q4 (4)1680.00.0-0.0198.920.00.30138.460.0-3.00-0.330.05.357.650.017.39154.610.00.54135.760.0-0.0199.360.0-0.9197.110.0-0.2699.180.0--0.00
19Q3 (3)1680.00.0-0.9355.710.0-0.7855.430.0-2.99-45.150.04.9729.430.06.83126.460.0-1.5155.590.0-1.5755.520.0-31.5466.00.0-31.5565.670.0--0.00
19Q2 (2)1680.00.0-2.10-5350.00.0-1.75-5733.330.0-2.06-5250.00.03.84-50.190.0-25.81-255.390.0-3.4-16900.00.0-3.53-5142.860.0-92.77-7128.030.0-91.91-10090.220.0--0.00
19Q1 (1)1680.00.00.040.00.0-0.030.00.00.040.00.07.710.00.016.610.00.0-0.020.00.00.070.00.01.320.00.00.920.00.0--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)
2024/24.75-10.498.1910.0519.3315.29N/A-
2024/15.31.1631.455.331.4515.54N/A-
2023/125.244.819.6957.8239.015.560.6-
2023/115.0-5.8925.7252.5841.2715.350.61-
2023/105.315.4139.6947.5843.1315.310.61-
2023/95.041.735.3342.2743.5814.490.63-
2023/84.9610.2839.3637.2344.7714.290.64-
2023/74.49-7.1223.032.2745.6414.050.65-
2023/64.842.638.5827.7850.1214.440.58主要係新機種量產出貨,且客戶需求增加導致營收成長。
2023/54.72-3.552.2922.9452.814.520.58主要係新機種量產出貨,且客戶需求增加導致營收成長。
2023/44.89-0.5483.2118.2252.9314.190.59主要係新機種量產出貨,且客戶需求增加導致營收成長。
2023/34.9112.0343.7713.3344.1913.330.59-
2023/24.398.7455.728.4244.4412.80.61主要係新機種量產出貨,且客戶需求增加導致營收成長。
2023/14.03-7.8833.94.0333.912.390.63-
2022/124.3810.0838.3341.647.3712.160.66-
2022/113.984.5638.2137.2248.5111.510.7-
2022/103.82.1246.2133.2449.8511.080.72-
2022/93.724.7264.9329.4450.3310.930.6主要係新機種量產出貨,且客戶需求增加導致營收成長。
2022/83.56-2.6670.3325.7148.4310.70.61主要係新機種量產出貨,且客戶需求增加導致營收成長。
2022/73.654.6462.8922.1645.4210.240.64主要係新機種量產出貨,且客戶需求增加導致營收成長。
2022/63.4912.7557.418.542.419.260.75主要係新機種量產出貨,且客戶需求增加導致營收成長。
2022/53.116.0834.0715.0139.329.180.75-
2022/42.67-21.9527.3311.9140.758.90.78-
2022/33.4221.3485.369.2545.179.250.71主要係新機種量產出貨,且客戶需求增加導致營收成長。
2022/22.82-6.4932.955.8328.798.990.73-
2022/13.01-4.8325.133.0125.139.060.72-
2021/123.179.9823.9328.2341.458.640.78-
2021/112.8810.6234.8525.0644.027.740.87-
2021/102.615.231.2122.1845.316.950.97-
2021/92.268.1520.3519.5847.416.590.88-
2021/82.09-6.9126.9217.3251.866.550.89主要係因去年累計受新型冠狀病毒影響造成低基期所致。
2021/72.241.1153.7315.2356.066.770.86主要係因去年同期及去年累計受新型冠狀病毒影響造成低基期所致。
2021/62.22-3.9566.9312.9956.476.620.75主要係因去年同期及去年累計受新型冠狀病毒影響造成低基期所致。
2021/52.3110.2491.5210.7754.486.250.79主要係因去年同期及去年累計受新型冠狀病毒影響造成低基期所致。
2021/42.113.6264.918.4646.746.060.82主要係因去年同期受新型冠狀病毒影響造成低基期所致。
2021/31.84-12.9513.436.3741.616.370.72-
2021/22.12-11.9984.224.5357.557.080.65主要係去年同期因受新型冠狀病毒影響延遲復工所致。
2021/12.41-5.7439.752.4139.757.10.65-
2020/122.5519.6731.1219.95-9.056.670.58-
2020/112.137.6323.817.4-12.965.990.65-
2020/101.985.6616.0415.27-16.435.50.71-
2020/91.8814.063.7813.28-19.784.980.59-
2020/81.6412.74-1.311.41-22.674.430.67-
2020/71.469.79-5.059.76-25.393.990.74-
2020/61.3310.1862.188.3-28.13.810.63因108年會計師第2季核閱調整數併計入去年同期合併營收,致今年增幅較大。
2020/51.21-5.07-9.646.97-35.04.10.58-
2020/41.27-21.84-25.295.77-38.64.050.59-
2020/31.6341.35-37.884.5-41.544.50.53-
2020/21.15-33.23-50.762.87-43.434.820.49主要係因受新型冠狀病毒影響延遲復工所致。
2020/11.72-11.57-37.181.72-37.185.390.44-
2019/121.9512.99-34.8721.94-42.525.380.51-
2019/111.720.89-44.6919.99-43.175.240.52-
2019/101.71-5.5-54.418.27-43.035.180.53主要係因昆山廠尚無法復工所致。
2019/91.818.47-52.3416.56-41.525.010.55主要係因子公司昆山漢鼎尚無法復工所致。
2019/81.678.46-54.2114.75-39.854.020.69主要係因子公司昆山漢鼎尚無法復工所致。
2019/71.5487.55-57.3113.09-37.343.690.75主要係因子公司昆山漢鼎設備產能受政府管制,尚無法復工所致。
2019/60.82-38.61-72.5811.55-33.193.850.73主要係因子公司昆山漢鼎設備產能受政府管制,尚無法復工所致。
2019/51.33-21.51-55.5710.73-24.955.650.5主要係因子公司昆山漢鼎設備產能受政府管制,尚無法復工所致。
2019/41.7-35.02-43.379.39-16.810.0N/A-
2019/32.6212.051.67.69-7.190.0N/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)1939.664.13128.183.62105.6857.7438.931.1313.999.09146.3410.14187.258.03148.61
2022 (9)1762.921.8190.531.76300.041.5747.227.315.123.69204.963.5373.893.2395.76
2021 (8)1711.180.95-75.070.44028.2441.4125.988.391.2102.03-71.291.65-74.62
2020 (7)1690.63.810-0.45019.97-8.7323.97236.19-0.2907.0706.50
2019 (6)1681.2-3.000-2.25021.88-42.687.13-64.72-4.390-5.080-5.040
2018 (5)1660.611.00104.080.70-7.8938.1722.8120.211.11.77-20.982.0931.451.68102.41
2017 (4)1651.850.49-93.940.76-88.7631.0836.6819.9912.622.24761.541.59211.760.83-93.76
2016 (3)1620.628.082686.216.766660.022.7429.7917.757.120.26116.670.5130.7713.32729.79
2015 (2)1610.00.2900.10017.5225.3216.57164.270.1200.3900.470
2014 (1)1610.0-1.240-1.11013.98-38.986.270-2.130-2.00-2.010

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