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)32-5.8823.080.03-95.0142.860.41156.25156.251.38-0.72-36.71.14-25.97-10.2434.5613.7628.240.1440.0180.00.01-95.0150.01.11-93.24183.460.95-92.78164.63-19.48-55.8444.12
23Q3 (19)346.2530.770.60-16.67-42.310.16-68.0-60.981.3980.52-38.51.54-12.99-10.4730.38-12.02-6.290.1-44.44-52.380.2-13.04-25.9316.4316.36-18.0513.162.97-16.534.743541.66-34.00
23Q2 (18)3223.0828.00.727100.0-34.550.500-33.330.777600.0-39.841.7782.47-14.0834.53-3.0616.30.181700.0-33.330.230-14.8114.122514.81-5.8712.785709.09-3.3329.423607.14-50.00
23Q1 (17)260.08.330.01114.29-94.440.00-100.0100.00.01-99.54-94.440.97-23.62-35.3335.6232.1740.790.01-80.000100.0-100.00.54140.6-85.90.22114.97-92.44-24.893.78-80.49
22Q4 (16)260.08.33-0.07-106.73-117.50.16-60.98-65.962.18-3.5439.741.27-26.16-24.426.95-16.87-4.570.05-76.19-72.22-0.02-107.41-120.0-1.33-106.63-117.32-1.47-109.33-125.83-21.33-56.09-53.16
22Q3 (15)264.08.331.04-5.45108.00.41-45.337.892.2676.5694.831.72-16.534.3832.429.2-11.230.21-22.2240.00.270.0125.020.0533.6770.3515.7619.2167.4810.41252.83652.34
22Q2 (14)254.178.71.10511.11111.540.751350.059.571.28611.1182.862.0637.3344.0629.6917.35-14.630.27068.750.27575.0125.015.00291.6469.1113.22354.357.0113.31228.06618.62
22Q1 (13)240.04.350.18-55.00.0-0.06-112.77-137.50.18-88.460.01.5-10.7135.1425.30-10.41-23.050-100.0-100.00.04-60.00.03.83-50.13-15.452.91-48.86-19.8310.27-37.50-44.55
21Q4 (12)240.04.350.40-20.025.00.4723.6838.241.5634.4848.571.6831.2554.1328.24-22.67-21.450.1820.050.00.1-16.6725.07.68-34.75-12.835.69-39.53-17.4210.38-11.932.27
21Q3 (11)244.354.350.50-3.85-7.410.38-19.15-19.151.1665.7161.111.28-10.49-0.7836.525.05.180.15-6.25-11.760.120.0-7.6911.7732.69-3.219.4111.76-3.299.1792.5287.30
21Q2 (10)230.04.550.52188.89225.00.47193.7500.70288.89268.421.4328.8393.2434.785.7810.270.16166.67900.00.12200.0300.08.8795.81658.128.42131.9677.6415.3372.5770.41
21Q1 (9)230.04.550.18-43.75500.00.16-52.94433.330.18-82.86500.01.111.8312.1232.88-8.547.240.06-50.0500.00.04-50.0300.04.53-48.58362.243.63-47.31365.38-6.83-42.25-40.30
20Q4 (8)230.04.550.32-40.74203.230.34-27.66112.51.0545.83-1.871.09-15.513.5435.953.544.020.12-29.41300.00.08-38.46214.298.81-27.55198.226.89-29.19195.9629.4198.38-13.83
20Q3 (7)234.554.550.54237.5217.650.470291.670.72278.95-47.831.2974.32-8.5134.7210.0815.160.17950.0240.00.13333.33225.012.16939.32253.499.73105.27253.8224.53335.41-50.00
20Q2 (6)220.00.00.16433.33-80.950.00-100.0-100.00.19533.33-84.170.74-25.25-59.5631.542.87-3.96-0.02-300.0-110.00.03200.0-84.211.1719.39-89.814.74507.69-53.71-11.06271.50-90.62
20Q1 (5)220.00.00.03109.68-91.670.03-81.25-88.00.03-97.2-91.670.993.12-38.5130.66-11.286.640.01-66.67-90.00.01114.29-87.50.98110.93-84.270.78110.86-84.37--0.00
19Q4 (4)220.00.0-0.31-282.350.00.1633.330.01.07-22.460.00.96-31.910.034.5614.630.00.03-40.00.0-0.07-275.00.0-8.97-360.760.0-7.18-361.090.0--0.00
19Q3 (3)220.00.00.17-79.760.00.12-78.570.01.3815.00.01.41-22.950.030.15-8.190.00.05-75.00.00.04-78.950.03.44-70.030.02.75-73.140.0--0.00
19Q2 (2)220.00.00.84133.330.00.56124.00.01.20233.330.01.8313.660.032.8414.230.00.2100.00.00.19137.50.011.4884.270.010.24105.210.0--0.00
19Q1 (1)220.00.00.360.00.00.250.00.00.360.00.01.610.00.028.750.00.00.10.00.00.080.00.06.230.00.04.990.00.0--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)
2024/30.4828.394.161.2630.451.26N/A-
2024/20.38-6.510.470.7854.661.09N/A比較去年2月主要客戶有增加出貨約400萬
2024/10.430.57147.040.4147.041.07N/A(1)113年1月工作日比去年較多; (2)OBM有新品上市及ODM有銷售出貨
2023/120.31-12.67-12.885.42-17.081.141.54-
2023/110.35-25.77-10.585.11-17.321.171.49-
2023/100.4838.46-7.514.76-17.781.311.33-
2023/90.34-30.13-15.134.28-18.781.541.18-
2023/80.49-29.83-24.743.94-19.081.71.07-
2023/70.739.716.493.45-18.211.890.96-
2023/60.5-26.3-27.552.74-22.791.770.86-
2023/50.6815.443.522.24-21.631.740.88-
2023/40.5927.07-16.081.56-29.161.41.1-
2023/30.4636.17-15.010.97-35.30.971.57-
2023/20.34109.06-31.110.5-46.970.861.77-
2023/10.16-53.95-64.20.16-64.20.911.66因IC缺料致出貨較少,且因本月工作日較少,故營業額較去年同期減少。
2022/120.35-10.36-18.396.5418.731.271.12-
2022/110.4-23.22-15.316.1821.911.321.08-
2022/100.5227.06-34.025.7925.681.580.9-
2022/90.41-38.05-18.165.2737.871.720.86-
2022/80.65-0.787.394.8746.212.010.74因去年IC缺料致出貨少,今年可出貨較多,另因某專案進入量產出貨,故營業額較去年8月增加。
2022/70.66-4.9450.594.2141.382.010.74因去年IC缺料致出貨少,今年可出貨較多,另因某專案進入量產出貨,故營業額較去年7月增加。
2022/60.695.326.523.5539.82.060.68-
2022/50.66-6.4160.422.8643.451.910.73本月增百分比超過50%,主要係因ODM客戶去年試產,今年開始量產,以及原物料價格上漲,銷貨價格相對調整。
2022/40.728.6949.922.239.051.750.8-
2022/30.5510.3833.531.534.471.51.03-
2022/20.58.6338.650.9535.011.391.11-
2022/10.464.9731.270.4631.271.361.13-
2021/120.43-6.9712.415.5133.91.680.86-
2021/110.47-40.1821.025.0736.131.740.83-
2021/100.7857.59142.64.6137.881.630.89因7-8月普遍性缺料問題致出貨減少,客戶累積訂單儘量10月出貨,另因缺料致售價也提高,所以營收成長。
2021/90.541.8429.883.8326.711.281.03-
2021/80.35-20.2-23.033.3326.251.340.99-
2021/70.44-20.14-3.912.9836.51.40.95-
2021/60.5533.5253.462.5447.151.430.762020年度因受新冠肺炎影響,國外交易活動多數停止,故需求下降,導致訂單減少。
2021/50.41-12.5468.691.9945.511.290.852020年度因受新冠肺炎疫情影響,國外交易活動多數停止,故需求下降,導致訂單減少。
2021/40.4714.62244.471.5840.511.240.882020年度因受新冠肺炎疫情影響,國外交易活動多數停止,故需求下降,導致訂單減少。
2021/30.4114.6119.311.1112.451.111.05-
2021/20.362.8410.180.78.821.091.07-
2021/10.35-10.117.460.357.461.121.04-
2020/120.390.146.174.11-29.241.091.08-
2020/110.3919.943.663.73-31.61.091.08-
2020/100.32-15.62-2.993.34-35.511.161.02-
2020/90.38-15.94-19.873.02-37.731.290.98-
2020/80.45-0.38-7.022.64-39.681.271.0-
2020/70.4627.541.642.18-43.781.061.2-
2020/60.3646.77-20.631.73-49.710.742.14-
2020/50.2478.58-60.251.37-54.090.722.19受新冠肺炎疫情劇烈影響,主要市場歐美多國仍處於封城狀態,經濟活動完全停擺,嚴重影響旗下雙業務。
2020/40.14-60.29-82.171.13-52.50.81.97受新冠肺炎疫情劇烈影響,主要市場歐美多國仍處於封城狀態,經濟活動完全停擺,嚴重影響旗下雙業務。
2020/30.345.84-37.30.99-38.40.991.4-
2020/20.320.3-31.130.65-38.961.011.37-
2020/10.32-11.18-45.210.32-45.210.961.45-
2019/120.3635.5-30.445.8114.460.961.53-
2019/110.27-19.04-51.475.4519.621.081.37因客戶訂單遞延,延遲出貨
2019/100.33-30.3-28.465.1829.461.31.14-
2019/90.48-2.4519.744.8537.061.411.09-
2019/80.498.89-1.634.3739.251.391.11-
2019/70.45-0.412.563.8846.931.511.02-
2019/60.45-26.491.023.4453.021.830.72ODM客戶因已由設計階段轉至量產階段,帶動其營業額逐步增加
2019/50.61-19.9258.932.9965.890.0N/AODM客戶因已由設計階段轉至量產階段,帶動其營業額逐步增加
2019/40.7639.66120.892.3767.790.0N/AODM客戶因已由設計階段轉至量產階段,帶動其營業額逐步增加
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)3223.081.34-32.661.06-17.195.42-17.1333.5516.210.43-18.870.52-24.640.44-22.81
2022 (9)268.331.9928.391.28-12.936.5418.6928.87-11.980.53-3.640.6950.00.5750.0
2021 (8)244.351.5547.621.4788.465.5134.0632.80-2.090.5596.430.4670.370.3858.33
2020 (7)234.551.05-0.940.78-28.444.11-29.2633.506.890.28-28.210.270.00.240.0
2019 (6)220.01.06-25.871.0929.765.8114.3731.34-0.250.3914.710.27-30.770.24-25.0
2018 (5)224.761.4385.710.847.695.08-0.9731.422.180.3421.430.39105.260.32100.0
2017 (4)2110.530.77-62.250.78-36.075.1325.4330.75-25.020.28-40.430.19-58.70.16-57.89
2016 (3)1911.762.04-2.861.2229.794.0935.8841.01-11.790.4723.680.464.550.385.56
2015 (2)1730.772.106.60.9436.233.0125.4246.49-0.870.3846.150.4441.940.3638.46
2014 (1)13225.01.9734.930.69331.252.445.4546.9000.26333.330.31342.860.26333.33

財務分析相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。