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 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)330.00.0-1.40-976.92-150.0-1.18-162.22-293.33-1.77-391.67-352.860.89-20.54-21.24-9.21-156.99-148.5-0.4-263.64-300.0-0.47-1075.0-161.11-54.55-13737.5-235.28-52.53-1240.05-235.44-13.99-1188.46-188.80
23Q3 (19)330.00.0-0.13-1400.0-146.43-0.45-215.38-400.0-0.36-56.52-128.571.12-7.44-15.7916.16-29.31-41.02-0.11-375.0-237.5-0.04-300.0-136.360.40106.46-96.27-3.92-408.66-148.415.82-648.22-3.52
23Q2 (18)330.00.00.01103.57-96.550.39208.338.33-0.2317.86-123.961.2139.08-28.8222.8653.84-16.60.04128.57-76.470.02122.22-81.82-6.1948.07-167.81.27112.04-80.468.0376.7894.17
23Q1 (17)330.00.0-0.2850.0-142.42-0.36-20.00-0.28-140.0-142.420.87-23.01-38.7314.86-21.75-37.22-0.14-40.0-333.33-0.0950.0-136.0-11.9226.74-154.7-10.5532.63-161.16-19.02-125.00-160.00
22Q4 (16)330.00.0-0.56-300.0-140.88-0.30-300.0-116.760.70-44.44-88.821.13-15.04-66.4718.99-30.69-46.26-0.1-225.0-112.99-0.18-263.64-127.69-16.27-251.77-166.11-15.66-293.33-181.52-18.40-151.72-179.16
22Q3 (15)330.00.00.28-3.45-86.730.15-58.33-93.021.2631.25-74.231.33-21.76-59.8227.40-0.04-22.710.08-52.94-91.30.110.0-84.7210.7217.42-61.868.1024.62-62.48-1.02-29.76-29.16
22Q2 (14)330.00.00.29-56.06-83.140.360-81.150.9645.45-65.471.719.72-43.7127.4115.8-22.750.17183.33-78.750.11-56.0-81.369.13-58.1-63.936.50-62.32-66.49-19.07-53.94-50.00
22Q1 (13)330.00.00.66-51.82-37.740.00-100.0-100.00.66-89.46-37.741.42-57.86-24.0623.67-33.02-34.360.06-92.21-86.050.25-61.54-32.4321.79-11.46-10.7717.25-10.2-12.03-28.02-43.45-58.37
21Q4 (12)330.00.01.37-35.07128.331.79-16.74562.966.2628.02216.163.371.81153.3835.34-0.3115.110.77-16.3327.780.65-9.72209.5224.61-12.4511.3619.21-11.0219.845.71-6.20-2.08
21Q3 (11)330.00.02.1122.67201.432.1512.57411.94.8975.9254.353.319.6126.7135.45-0.0821.20.9215.0338.10.7222.03200.028.1111.0632.4121.5911.2929.0535.5542.4749.00
21Q2 (10)330.00.01.7262.26186.671.9185.44185.072.78162.26308.823.0261.586.4235.48-1.618.070.886.05185.710.5959.46195.025.313.6452.3819.40-1.0758.2451.0569.47183.46
21Q1 (9)330.00.01.0676.671225.01.03281.48390.481.06-46.461225.01.8740.6103.2636.0617.4618.970.43138.89377.780.3776.191133.3324.4210.5393.3319.6122.33547.1915.8531.19122.89
20Q4 (8)330.00.00.60-14.29500.00.27-35.7101.9843.48247.371.33-8.9155.7730.704.96-2.070.18-14.291900.00.21-12.5520.022.104.1295.2316.03-4.18267.15-9.391.19-36.51
20Q3 (7)330.00.00.7016.67350.00.42-37.311500.01.38102.9491.671.46-9.88135.4829.25-10.9-20.230.21-25.0625.00.2420.0366.6721.2327.81208.2616.7336.46210.2833.11333.3390.87
20Q2 (6)330.00.00.60650.0766.670.67219.051216.670.68750.0-32.01.6276.09141.7932.838.318.420.28211.112700.00.2566.67766.6716.61235.564252.512.26304.62381.8476.50401.67109.53
20Q1 (5)330.03.120.08153.33-92.980.210-70.00.08-85.96-92.980.9276.92-41.7730.31-3.32-14.230.091000.0-72.730.03160.0-91.674.95143.73-83.023.03131.6-86.71--0.00
19Q4 (4)330.00.0-0.1546.430.00.00100.00.00.57-20.830.00.52-16.130.031.35-14.510.0-0.0175.00.0-0.0544.440.0-11.3242.270.0-9.5936.780.0--0.00
19Q3 (3)330.00.0-0.28-211.110.0-0.0350.00.00.72-28.00.00.62-7.460.036.6721.10.0-0.04-500.00.0-0.09-200.00.0-19.61-4802.50.0-15.17-248.740.0--0.00
19Q2 (2)333.120.0-0.09-107.890.0-0.06-108.570.01.00-12.280.00.67-57.590.030.28-14.320.00.01-96.970.0-0.03-108.330.0-0.40-101.370.0-4.35-119.080.0--0.00
19Q1 (1)320.00.01.140.00.00.700.00.01.140.00.01.580.00.035.340.00.00.330.00.00.360.00.029.150.00.022.800.00.0--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)
2024/30.1516.65-55.570.58-33.670.58N/A主係整體市場需求降緩導致本月營收下降
2024/20.13-57.48-61.850.43-19.930.71N/A主係因本月適逢春節假期工作天數較少所致
2024/10.35.8850.270.350.270.89N/A係因為113年1月份出機較多高單價機台所致
2023/120.28-5.28-12.994.09-26.790.892.82-
2023/110.3-1.63-25.073.81-27.650.922.74-
2023/100.31-1.85-25.053.51-27.861.022.46-
2023/90.31-23.4-24.733.21-28.111.122.62-
2023/80.410.91-1.042.89-28.461.222.4-
2023/70.4-2.32-21.232.49-31.551.222.41-
2023/60.412.53-29.762.09-33.241.212.45-
2023/50.40.08-28.821.67-34.041.142.62-
2023/40.419.41-27.421.27-35.541.072.78-
2023/30.340.15-17.230.87-38.690.873.64主係整體市場需求降緩導致本年度營收下降
2023/20.3467.48-17.360.54-47.270.863.68主要係受疫情影響,需求減緩,產能減少
2023/10.2-38.69-67.170.2-67.170.933.42主要係受疫情影響,需求減緩,產能減少
2022/120.33-18.43-71.085.59-51.641.132.74主要係受疫情影響,需求減緩,產能減少
2022/110.4-1.6-64.05.27-49.541.222.55主要係受疫情影響,需求減緩,產能減少
2022/100.41-1.44-63.734.87-47.811.232.53主要係受疫情影響,需求減緩,產能減少
2022/90.410.7-63.194.46-45.631.332.34主要係受疫情影響,需求減緩,產能減少
2022/80.41-19.67-62.724.05-42.851.512.07主要係受疫情影響,需求減緩,產能減少
2022/70.51-12.9-53.233.64-39.191.661.88主要係受疫情影響,需求減緩,產能減少
2022/60.593.91-44.573.13-36.051.71.9-
2022/50.562.05-45.312.54-33.71.522.12-
2022/40.5536.18-40.381.97-29.421.362.37-
2022/30.410.0-50.311.42-23.981.422.15主要係受疫情影響,需求減緩,產能減少
2022/20.41-33.46-23.091.02-3.572.151.43-
2022/10.61-45.9916.00.6116.02.851.07-
2021/121.131.51121.1811.57117.363.370.83主係因自動化檢測設備需求增加所致
2021/111.11-0.86177.3210.44116.953.360.83主係因自動化檢測設備需求增加所致
2021/101.120.02171.849.33111.463.350.83主係因自動化檢測設備需求增加所致
2021/91.121.99159.528.2105.223.311.0主係因自動化檢測設備需求增加所致
2021/81.10.79166.67.0898.633.251.02主係因自動化檢測設備需求增加所致
2021/71.093.2279.025.9889.733.181.04主係因自動化檢測設備需求增加所致
2021/61.062.5172.614.8992.33.021.02主係因自動化檢測設備需求增加所致
2021/51.0311.2587.713.8398.552.781.11主係因自動化檢測設備需求增加所致
2021/40.9313.51103.892.8102.872.271.36主係因自動化檢測設備需求增加所致
2021/30.8254.78103.791.87102.371.871.45主係因自動化檢測設備需求增加所致
2021/20.530.35158.391.05101.291.561.73主係因自動化檢測設備需求增加所致
2021/10.532.9564.750.5364.751.441.88主係因自動化檢測設備需求增加所致
2020/120.5127.28350.465.3256.541.331.74主係因被動元件市場回溫,客戶積極擴產所致
2020/110.4-2.8296.194.8146.391.251.85主係因被動元件市場回溫,客戶積極擴產所致
2020/100.41-4.51101.234.4143.091.261.84主係因被動元件市場回溫,客戶積極擴產所致
2020/90.434.78114.194.038.941.461.47主係因被動元件市場回溫,客戶積極擴產所致
2020/80.41-32.3190.383.5633.261.641.31主係因被動元件市場回溫,客戶積極擴產所致
2020/70.61-0.47201.743.1528.221.771.21主係因被動元件市場回溫,客戶積極擴產所致
2020/60.6111.48121.842.5412.671.621.48主係因被動元件市場回溫,客戶積極擴產所致
2020/50.5520.85126.561.93-2.551.411.7主係因被動元件市場回溫,客戶積極擴產所致
2020/40.4513.46196.351.38-20.591.062.25主係因被動元件市場回溫,客戶積極擴產所致
2020/30.496.25-32.660.92-41.620.922.14-
2020/20.2-36.01-61.070.52-47.010.643.11主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2020/10.32181.51-31.080.32-31.080.643.11-
2019/120.11-44.56-86.623.4-72.080.523.36主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/110.2-0.32-80.223.29-70.990.612.88主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/100.211.63-81.223.08-70.060.622.82主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/90.2-6.86-85.982.88-68.740.622.32主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/80.227.26-84.122.67-65.540.72.07主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/70.2-26.82-83.632.46-61.570.722.0主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/60.2813.85-79.32.26-56.30.671.9主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/50.2458.07-76.181.98-48.270.0N/A主要因整體終端需求疲弱,導致客戶延遲拉貨所致
2019/40.15-74.22-82.941.74-38.150.0N/A主要因整體終端需求疲弱,導致客戶延遲拉貨所致
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)330.0-1.770-1.6104.09-26.8312.36-50.06-0.60-0.660-0.590
2022 (9)330.00.70-88.760.21-96.915.59-51.6924.75-30.320.21-92.780.42-85.910.29-87.45
2021 (8)330.06.23216.246.79329.7511.57117.4835.5215.032.91282.892.98223.912.31239.71
2020 (7)330.01.97251.791.58146.885.3256.4730.88-9.10.76162.070.92228.570.68257.89
2019 (6)3317.860.56-93.770.64-91.823.4-72.0933.97-5.30.29-91.50.28-91.760.19-92.61
2018 (5)2816.678.99120.347.82171.5312.1881.7935.8729.823.41186.553.4178.692.57162.24
2017 (4)244.354.0875.112.8858.246.7119.6727.63-33.731.1963.011.2282.090.9881.48
2016 (3)230.02.33170.931.82171.643.0557.2241.6913.660.73180.770.67179.170.54170.0
2015 (2)2315.00.8600.67-48.461.94-32.1736.6837.070.26-45.830.24-51.020.2-54.55
2014 (1)2033.330.0001.3002.86204.2626.7600.4800.4900.440

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