- 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
加權平均股數 QoQ YoY | EPS 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) | 33 | 0.0 | 0.0 | -1.40 | -976.92 | -150.0 | -1.18 | -162.22 | -293.33 | -1.77 | -391.67 | -352.86 | 0.89 | -20.54 | -21.24 | -9.21 | -156.99 | -148.5 | -0.4 | -263.64 | -300.0 | -0.47 | -1075.0 | -161.11 | -54.55 | -13737.5 | -235.28 | -52.53 | -1240.05 | -235.44 | -13.99 | -1188.46 | -188.80 |
23Q3 (19) | 33 | 0.0 | 0.0 | -0.13 | -1400.0 | -146.43 | -0.45 | -215.38 | -400.0 | -0.36 | -56.52 | -128.57 | 1.12 | -7.44 | -15.79 | 16.16 | -29.31 | -41.02 | -0.11 | -375.0 | -237.5 | -0.04 | -300.0 | -136.36 | 0.40 | 106.46 | -96.27 | -3.92 | -408.66 | -148.4 | 15.82 | -648.22 | -3.52 |
23Q2 (18) | 33 | 0.0 | 0.0 | 0.01 | 103.57 | -96.55 | 0.39 | 208.33 | 8.33 | -0.23 | 17.86 | -123.96 | 1.21 | 39.08 | -28.82 | 22.86 | 53.84 | -16.6 | 0.04 | 128.57 | -76.47 | 0.02 | 122.22 | -81.82 | -6.19 | 48.07 | -167.8 | 1.27 | 112.04 | -80.46 | 8.03 | 76.78 | 94.17 |
23Q1 (17) | 33 | 0.0 | 0.0 | -0.28 | 50.0 | -142.42 | -0.36 | -20.0 | 0 | -0.28 | -140.0 | -142.42 | 0.87 | -23.01 | -38.73 | 14.86 | -21.75 | -37.22 | -0.14 | -40.0 | -333.33 | -0.09 | 50.0 | -136.0 | -11.92 | 26.74 | -154.7 | -10.55 | 32.63 | -161.16 | -19.02 | -125.00 | -160.00 |
22Q4 (16) | 33 | 0.0 | 0.0 | -0.56 | -300.0 | -140.88 | -0.30 | -300.0 | -116.76 | 0.70 | -44.44 | -88.82 | 1.13 | -15.04 | -66.47 | 18.99 | -30.69 | -46.26 | -0.1 | -225.0 | -112.99 | -0.18 | -263.64 | -127.69 | -16.27 | -251.77 | -166.11 | -15.66 | -293.33 | -181.52 | -18.40 | -151.72 | -179.16 |
22Q3 (15) | 33 | 0.0 | 0.0 | 0.28 | -3.45 | -86.73 | 0.15 | -58.33 | -93.02 | 1.26 | 31.25 | -74.23 | 1.33 | -21.76 | -59.82 | 27.40 | -0.04 | -22.71 | 0.08 | -52.94 | -91.3 | 0.11 | 0.0 | -84.72 | 10.72 | 17.42 | -61.86 | 8.10 | 24.62 | -62.48 | -1.02 | -29.76 | -29.16 |
22Q2 (14) | 33 | 0.0 | 0.0 | 0.29 | -56.06 | -83.14 | 0.36 | 0 | -81.15 | 0.96 | 45.45 | -65.47 | 1.7 | 19.72 | -43.71 | 27.41 | 15.8 | -22.75 | 0.17 | 183.33 | -78.75 | 0.11 | -56.0 | -81.36 | 9.13 | -58.1 | -63.93 | 6.50 | -62.32 | -66.49 | -19.07 | -53.94 | -50.00 |
22Q1 (13) | 33 | 0.0 | 0.0 | 0.66 | -51.82 | -37.74 | 0.00 | -100.0 | -100.0 | 0.66 | -89.46 | -37.74 | 1.42 | -57.86 | -24.06 | 23.67 | -33.02 | -34.36 | 0.06 | -92.21 | -86.05 | 0.25 | -61.54 | -32.43 | 21.79 | -11.46 | -10.77 | 17.25 | -10.2 | -12.03 | -28.02 | -43.45 | -58.37 |
21Q4 (12) | 33 | 0.0 | 0.0 | 1.37 | -35.07 | 128.33 | 1.79 | -16.74 | 562.96 | 6.26 | 28.02 | 216.16 | 3.37 | 1.81 | 153.38 | 35.34 | -0.31 | 15.11 | 0.77 | -16.3 | 327.78 | 0.65 | -9.72 | 209.52 | 24.61 | -12.45 | 11.36 | 19.21 | -11.02 | 19.84 | 5.71 | -6.20 | -2.08 |
21Q3 (11) | 33 | 0.0 | 0.0 | 2.11 | 22.67 | 201.43 | 2.15 | 12.57 | 411.9 | 4.89 | 75.9 | 254.35 | 3.31 | 9.6 | 126.71 | 35.45 | -0.08 | 21.2 | 0.92 | 15.0 | 338.1 | 0.72 | 22.03 | 200.0 | 28.11 | 11.06 | 32.41 | 21.59 | 11.29 | 29.05 | 35.55 | 42.47 | 49.00 |
21Q2 (10) | 33 | 0.0 | 0.0 | 1.72 | 62.26 | 186.67 | 1.91 | 85.44 | 185.07 | 2.78 | 162.26 | 308.82 | 3.02 | 61.5 | 86.42 | 35.48 | -1.61 | 8.07 | 0.8 | 86.05 | 185.71 | 0.59 | 59.46 | 195.0 | 25.31 | 3.64 | 52.38 | 19.40 | -1.07 | 58.24 | 51.05 | 69.47 | 183.46 |
21Q1 (9) | 33 | 0.0 | 0.0 | 1.06 | 76.67 | 1225.0 | 1.03 | 281.48 | 390.48 | 1.06 | -46.46 | 1225.0 | 1.87 | 40.6 | 103.26 | 36.06 | 17.46 | 18.97 | 0.43 | 138.89 | 377.78 | 0.37 | 76.19 | 1133.33 | 24.42 | 10.5 | 393.33 | 19.61 | 22.33 | 547.19 | 15.85 | 31.19 | 122.89 |
20Q4 (8) | 33 | 0.0 | 0.0 | 0.60 | -14.29 | 500.0 | 0.27 | -35.71 | 0 | 1.98 | 43.48 | 247.37 | 1.33 | -8.9 | 155.77 | 30.70 | 4.96 | -2.07 | 0.18 | -14.29 | 1900.0 | 0.21 | -12.5 | 520.0 | 22.10 | 4.1 | 295.23 | 16.03 | -4.18 | 267.15 | -9.39 | 1.19 | -36.51 |
20Q3 (7) | 33 | 0.0 | 0.0 | 0.70 | 16.67 | 350.0 | 0.42 | -37.31 | 1500.0 | 1.38 | 102.94 | 91.67 | 1.46 | -9.88 | 135.48 | 29.25 | -10.9 | -20.23 | 0.21 | -25.0 | 625.0 | 0.24 | 20.0 | 366.67 | 21.23 | 27.81 | 208.26 | 16.73 | 36.46 | 210.28 | 33.11 | 333.33 | 90.87 |
20Q2 (6) | 33 | 0.0 | 0.0 | 0.60 | 650.0 | 766.67 | 0.67 | 219.05 | 1216.67 | 0.68 | 750.0 | -32.0 | 1.62 | 76.09 | 141.79 | 32.83 | 8.31 | 8.42 | 0.28 | 211.11 | 2700.0 | 0.2 | 566.67 | 766.67 | 16.61 | 235.56 | 4252.5 | 12.26 | 304.62 | 381.84 | 76.50 | 401.67 | 109.53 |
20Q1 (5) | 33 | 0.0 | 3.12 | 0.08 | 153.33 | -92.98 | 0.21 | 0 | -70.0 | 0.08 | -85.96 | -92.98 | 0.92 | 76.92 | -41.77 | 30.31 | -3.32 | -14.23 | 0.09 | 1000.0 | -72.73 | 0.03 | 160.0 | -91.67 | 4.95 | 143.73 | -83.02 | 3.03 | 131.6 | -86.71 | - | - | 0.00 |
19Q4 (4) | 33 | 0.0 | 0.0 | -0.15 | 46.43 | 0.0 | 0.00 | 100.0 | 0.0 | 0.57 | -20.83 | 0.0 | 0.52 | -16.13 | 0.0 | 31.35 | -14.51 | 0.0 | -0.01 | 75.0 | 0.0 | -0.05 | 44.44 | 0.0 | -11.32 | 42.27 | 0.0 | -9.59 | 36.78 | 0.0 | - | - | 0.00 |
19Q3 (3) | 33 | 0.0 | 0.0 | -0.28 | -211.11 | 0.0 | -0.03 | 50.0 | 0.0 | 0.72 | -28.0 | 0.0 | 0.62 | -7.46 | 0.0 | 36.67 | 21.1 | 0.0 | -0.04 | -500.0 | 0.0 | -0.09 | -200.0 | 0.0 | -19.61 | -4802.5 | 0.0 | -15.17 | -248.74 | 0.0 | - | - | 0.00 |
19Q2 (2) | 33 | 3.12 | 0.0 | -0.09 | -107.89 | 0.0 | -0.06 | -108.57 | 0.0 | 1.00 | -12.28 | 0.0 | 0.67 | -57.59 | 0.0 | 30.28 | -14.32 | 0.0 | 0.01 | -96.97 | 0.0 | -0.03 | -108.33 | 0.0 | -0.40 | -101.37 | 0.0 | -4.35 | -119.08 | 0.0 | - | - | 0.00 |
19Q1 (1) | 32 | 0.0 | 0.0 | 1.14 | 0.0 | 0.0 | 0.70 | 0.0 | 0.0 | 1.14 | 0.0 | 0.0 | 1.58 | 0.0 | 0.0 | 35.34 | 0.0 | 0.0 | 0.33 | 0.0 | 0.0 | 0.36 | 0.0 | 0.0 | 29.15 | 0.0 | 0.0 | 22.80 | 0.0 | 0.0 | - | - | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/3 | 0.15 | 16.65 | -55.57 | 0.58 | -33.67 | 0.58 | N/A | 主係整體市場需求降緩導致本月營收下降 | ||
2024/2 | 0.13 | -57.48 | -61.85 | 0.43 | -19.93 | 0.71 | N/A | 主係因本月適逢春節假期工作天數較少所致 | ||
2024/1 | 0.3 | 5.88 | 50.27 | 0.3 | 50.27 | 0.89 | N/A | 係因為113年1月份出機較多高單價機台所致 | ||
2023/12 | 0.28 | -5.28 | -12.99 | 4.09 | -26.79 | 0.89 | 2.82 | - | ||
2023/11 | 0.3 | -1.63 | -25.07 | 3.81 | -27.65 | 0.92 | 2.74 | - | ||
2023/10 | 0.31 | -1.85 | -25.05 | 3.51 | -27.86 | 1.02 | 2.46 | - | ||
2023/9 | 0.31 | -23.4 | -24.73 | 3.21 | -28.11 | 1.12 | 2.62 | - | ||
2023/8 | 0.41 | 0.91 | -1.04 | 2.89 | -28.46 | 1.22 | 2.4 | - | ||
2023/7 | 0.4 | -2.32 | -21.23 | 2.49 | -31.55 | 1.22 | 2.41 | - | ||
2023/6 | 0.41 | 2.53 | -29.76 | 2.09 | -33.24 | 1.21 | 2.45 | - | ||
2023/5 | 0.4 | 0.08 | -28.82 | 1.67 | -34.04 | 1.14 | 2.62 | - | ||
2023/4 | 0.4 | 19.41 | -27.42 | 1.27 | -35.54 | 1.07 | 2.78 | - | ||
2023/3 | 0.34 | 0.15 | -17.23 | 0.87 | -38.69 | 0.87 | 3.64 | 主係整體市場需求降緩導致本年度營收下降 | ||
2023/2 | 0.34 | 67.48 | -17.36 | 0.54 | -47.27 | 0.86 | 3.68 | 主要係受疫情影響,需求減緩,產能減少 | ||
2023/1 | 0.2 | -38.69 | -67.17 | 0.2 | -67.17 | 0.93 | 3.42 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/12 | 0.33 | -18.43 | -71.08 | 5.59 | -51.64 | 1.13 | 2.74 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/11 | 0.4 | -1.6 | -64.0 | 5.27 | -49.54 | 1.22 | 2.55 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/10 | 0.41 | -1.44 | -63.73 | 4.87 | -47.81 | 1.23 | 2.53 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/9 | 0.41 | 0.7 | -63.19 | 4.46 | -45.63 | 1.33 | 2.34 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/8 | 0.41 | -19.67 | -62.72 | 4.05 | -42.85 | 1.51 | 2.07 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/7 | 0.51 | -12.9 | -53.23 | 3.64 | -39.19 | 1.66 | 1.88 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/6 | 0.59 | 3.91 | -44.57 | 3.13 | -36.05 | 1.7 | 1.9 | - | ||
2022/5 | 0.56 | 2.05 | -45.31 | 2.54 | -33.7 | 1.52 | 2.12 | - | ||
2022/4 | 0.55 | 36.18 | -40.38 | 1.97 | -29.42 | 1.36 | 2.37 | - | ||
2022/3 | 0.41 | 0.0 | -50.31 | 1.42 | -23.98 | 1.42 | 2.15 | 主要係受疫情影響,需求減緩,產能減少 | ||
2022/2 | 0.41 | -33.46 | -23.09 | 1.02 | -3.57 | 2.15 | 1.43 | - | ||
2022/1 | 0.61 | -45.99 | 16.0 | 0.61 | 16.0 | 2.85 | 1.07 | - | ||
2021/12 | 1.13 | 1.51 | 121.18 | 11.57 | 117.36 | 3.37 | 0.83 | 主係因自動化檢測設備需求增加所致 | ||
2021/11 | 1.11 | -0.86 | 177.32 | 10.44 | 116.95 | 3.36 | 0.83 | 主係因自動化檢測設備需求增加所致 | ||
2021/10 | 1.12 | 0.02 | 171.84 | 9.33 | 111.46 | 3.35 | 0.83 | 主係因自動化檢測設備需求增加所致 | ||
2021/9 | 1.12 | 1.99 | 159.52 | 8.2 | 105.22 | 3.31 | 1.0 | 主係因自動化檢測設備需求增加所致 | ||
2021/8 | 1.1 | 0.79 | 166.6 | 7.08 | 98.63 | 3.25 | 1.02 | 主係因自動化檢測設備需求增加所致 | ||
2021/7 | 1.09 | 3.22 | 79.02 | 5.98 | 89.73 | 3.18 | 1.04 | 主係因自動化檢測設備需求增加所致 | ||
2021/6 | 1.06 | 2.51 | 72.61 | 4.89 | 92.3 | 3.02 | 1.02 | 主係因自動化檢測設備需求增加所致 | ||
2021/5 | 1.03 | 11.25 | 87.71 | 3.83 | 98.55 | 2.78 | 1.11 | 主係因自動化檢測設備需求增加所致 | ||
2021/4 | 0.93 | 13.51 | 103.89 | 2.8 | 102.87 | 2.27 | 1.36 | 主係因自動化檢測設備需求增加所致 | ||
2021/3 | 0.82 | 54.78 | 103.79 | 1.87 | 102.37 | 1.87 | 1.45 | 主係因自動化檢測設備需求增加所致 | ||
2021/2 | 0.53 | 0.35 | 158.39 | 1.05 | 101.29 | 1.56 | 1.73 | 主係因自動化檢測設備需求增加所致 | ||
2021/1 | 0.53 | 2.95 | 64.75 | 0.53 | 64.75 | 1.44 | 1.88 | 主係因自動化檢測設備需求增加所致 | ||
2020/12 | 0.51 | 27.28 | 350.46 | 5.32 | 56.54 | 1.33 | 1.74 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/11 | 0.4 | -2.82 | 96.19 | 4.81 | 46.39 | 1.25 | 1.85 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/10 | 0.41 | -4.51 | 101.23 | 4.41 | 43.09 | 1.26 | 1.84 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/9 | 0.43 | 4.78 | 114.19 | 4.0 | 38.94 | 1.46 | 1.47 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/8 | 0.41 | -32.31 | 90.38 | 3.56 | 33.26 | 1.64 | 1.31 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/7 | 0.61 | -0.47 | 201.74 | 3.15 | 28.22 | 1.77 | 1.21 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/6 | 0.61 | 11.48 | 121.84 | 2.54 | 12.67 | 1.62 | 1.48 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/5 | 0.55 | 20.85 | 126.56 | 1.93 | -2.55 | 1.41 | 1.7 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/4 | 0.45 | 13.46 | 196.35 | 1.38 | -20.59 | 1.06 | 2.25 | 主係因被動元件市場回溫,客戶積極擴產所致 | ||
2020/3 | 0.4 | 96.25 | -32.66 | 0.92 | -41.62 | 0.92 | 2.14 | - | ||
2020/2 | 0.2 | -36.01 | -61.07 | 0.52 | -47.01 | 0.64 | 3.11 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2020/1 | 0.32 | 181.51 | -31.08 | 0.32 | -31.08 | 0.64 | 3.11 | - | ||
2019/12 | 0.11 | -44.56 | -86.62 | 3.4 | -72.08 | 0.52 | 3.36 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/11 | 0.2 | -0.32 | -80.22 | 3.29 | -70.99 | 0.61 | 2.88 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/10 | 0.21 | 1.63 | -81.22 | 3.08 | -70.06 | 0.62 | 2.82 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/9 | 0.2 | -6.86 | -85.98 | 2.88 | -68.74 | 0.62 | 2.32 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/8 | 0.22 | 7.26 | -84.12 | 2.67 | -65.54 | 0.7 | 2.07 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/7 | 0.2 | -26.82 | -83.63 | 2.46 | -61.57 | 0.72 | 2.0 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/6 | 0.28 | 13.85 | -79.3 | 2.26 | -56.3 | 0.67 | 1.9 | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/5 | 0.24 | 58.07 | -76.18 | 1.98 | -48.27 | 0.0 | N/A | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 | ||
2019/4 | 0.15 | -74.22 | -82.94 | 1.74 | -38.15 | 0.0 | N/A | 主要因整體終端需求疲弱,導致客戶延遲拉貨所致 |
加權平均股數 YoY | EPS 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) | 33 | 0.0 | -1.77 | 0 | -1.61 | 0 | 4.09 | -26.83 | 12.36 | -50.06 | -0.6 | 0 | -0.66 | 0 | -0.59 | 0 |
2022 (9) | 33 | 0.0 | 0.70 | -88.76 | 0.21 | -96.91 | 5.59 | -51.69 | 24.75 | -30.32 | 0.21 | -92.78 | 0.42 | -85.91 | 0.29 | -87.45 |
2021 (8) | 33 | 0.0 | 6.23 | 216.24 | 6.79 | 329.75 | 11.57 | 117.48 | 35.52 | 15.03 | 2.91 | 282.89 | 2.98 | 223.91 | 2.31 | 239.71 |
2020 (7) | 33 | 0.0 | 1.97 | 251.79 | 1.58 | 146.88 | 5.32 | 56.47 | 30.88 | -9.1 | 0.76 | 162.07 | 0.92 | 228.57 | 0.68 | 257.89 |
2019 (6) | 33 | 17.86 | 0.56 | -93.77 | 0.64 | -91.82 | 3.4 | -72.09 | 33.97 | -5.3 | 0.29 | -91.5 | 0.28 | -91.76 | 0.19 | -92.61 |
2018 (5) | 28 | 16.67 | 8.99 | 120.34 | 7.82 | 171.53 | 12.18 | 81.79 | 35.87 | 29.82 | 3.41 | 186.55 | 3.4 | 178.69 | 2.57 | 162.24 |
2017 (4) | 24 | 4.35 | 4.08 | 75.11 | 2.88 | 58.24 | 6.7 | 119.67 | 27.63 | -33.73 | 1.19 | 63.01 | 1.22 | 82.09 | 0.98 | 81.48 |
2016 (3) | 23 | 0.0 | 2.33 | 170.93 | 1.82 | 171.64 | 3.05 | 57.22 | 41.69 | 13.66 | 0.73 | 180.77 | 0.67 | 179.17 | 0.54 | 170.0 |
2015 (2) | 23 | 15.0 | 0.86 | 0 | 0.67 | -48.46 | 1.94 | -32.17 | 36.68 | 37.07 | 0.26 | -45.83 | 0.24 | -51.02 | 0.2 | -54.55 |
2014 (1) | 20 | 33.33 | 0.00 | 0 | 1.30 | 0 | 2.86 | 204.26 | 26.76 | 0 | 0.48 | 0 | 0.49 | 0 | 0.44 | 0 |