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)620.00.00.87335.0135.140.89394.44178.131.51135.94132.313.58269.0761.9926.59-42.166.450.68423.08195.650.54315.38134.7818.6016.6161.3215.1116.1445.99113.93145.28176.25
23Q3 (19)620.00.00.20-44.4466.670.18-41.94800.00.6445.45120.690.97-41.21-12.6145.9743.6662.780.13-48.0333.330.13-40.9162.515.95-4.7888.5313.01-3.2789.9379.39152.78445.70
23Q2 (18)620.00.00.36350.0140.00.31933.33287.50.44450.0158.821.65200.079.3532.00-41.52-12.210.25525.0212.50.22340.0144.4416.7536.0731.6813.4544.6235.8662.45135.81421.35
23Q1 (17)620.00.00.08-78.38300.00.03-90.63160.00.08-87.69300.00.55-75.11-5.1754.72119.0635.980.04-82.61300.00.05-78.26400.012.316.76220.579.30-10.14322.7311.9964.98704.68
22Q4 (16)620.00.00.37208.33-70.40.321500.0-74.190.65124.14-49.222.2199.1-17.8424.98-11.54-50.490.23666.67-75.00.23187.5-70.5111.5336.29-66.4310.3551.09-64.3559.8894.17712.50
22Q3 (15)620.00.00.12-20.0-29.410.02-75.0-66.670.2970.59866.671.1120.6526.1428.24-22.52-14.890.03-62.5-25.00.08-11.11-20.08.46-33.49-28.126.85-30.81-42.6339.63315.0092.50
22Q2 (14)620.00.00.15650.01600.00.08260.0200.00.17750.0221.430.9258.6212.236.45-9.4267.360.08500.0366.670.09800.01000.012.72231.251717.149.90350.01420.0-9.91275.8077.98
22Q1 (13)620.00.00.02-98.4115.38-0.05-104.0366.670.02-98.44115.380.58-78.44-33.3340.24-20.2495.43-0.02-102.1777.780.01-98.72112.53.84-88.82141.072.20-92.42123.5363.62268.44931.32
21Q4 (12)620.00.01.25635.29792.861.241966.671966.671.284166.67573.682.69205.68135.9650.4552.0567.550.922200.01433.330.78680.0875.034.35191.84293.4729.03143.13290.71106.501217.641070.84
21Q3 (11)620.00.00.171800.000.06175.000.03121.43-50.00.887.3222.2233.1852.34-5.660.04233.3300.11100.0011.771581.431126.0411.941692.02812.20.79946.15110.84
21Q2 (10)620.00.0-0.0192.31-105.0-0.0846.67-153.33-0.14-7.69-380.00.82-5.7518.8421.785.78-47.86-0.0366.67-130.0-0.0187.5-108.330.70107.49-96.12-0.7591.98-104.18-14.71-50.28-151.66
21Q1 (9)620.00.0-0.13-192.8613.33-0.15-350.016.67-0.13-168.4213.330.87-23.6842.6220.59-31.62-23.66-0.09-250.018.18-0.08-200.011.11-9.35-207.138.41-9.35-225.8438.4117.32-96.43-175.00
20Q4 (8)620.00.00.140-88.980.060-95.420.19216.67-80.211.1458.33-56.1530.11-14.39-34.10.060-92.680.080-90.08.73809.38-71.957.431712.2-75.7531.34-50.00-50.00
20Q3 (7)620.00.00.00-100.0100.00.00-100.0100.00.0620.0118.750.724.3560.035.17-15.8-0.870-100.0100.00-100.0100.00.96-94.67105.320.41-97.72102.278.7366.6741.67
20Q2 (6)620.00.00.20233.33300.00.15183.33236.360.05133.33126.320.6913.11102.9441.7754.88-19.180.1190.91242.860.12233.33300.018.02218.71205.0717.96218.31195.28-31.7260.7634.80
20Q1 (5)620.00.0-0.15-111.81-66.67-0.18-113.74-80.0-0.15-115.62-66.670.61-76.54-15.2826.97-40.9719.13-0.11-113.41-83.33-0.09-111.25-80.0-15.18-148.78-104.58-15.18-149.54-104.58--0.00
19Q4 (4)620.00.01.271076.920.01.311107.690.00.96400.00.02.6477.780.045.6928.780.00.821011.110.00.81100.00.031.12272.60.030.64269.940.0--0.00
19Q3 (3)620.00.0-0.13-30.00.0-0.13-18.180.0-0.32-68.420.00.4532.350.035.48-31.350.0-0.09-28.570.0-0.08-33.330.0-18.03-5.130.0-18.034.350.0--0.00
19Q2 (2)620.00.0-0.10-11.110.0-0.11-10.00.0-0.19-111.110.00.34-52.780.051.68128.270.0-0.07-16.670.0-0.06-20.00.0-17.15-131.130.0-18.85-154.040.0--0.00
19Q1 (1)620.00.0-0.090.00.0-0.100.00.0-0.090.00.00.720.00.022.640.00.0-0.060.00.0-0.050.00.0-7.420.00.0-7.420.00.0--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)
2024/30.09-68.37-76.150.7230.490.72N/A主係去年同期標案結案金額較高
2024/20.29-16.47231.660.63266.371.25N/A主係本月標案結案金額較去年同期高
2024/10.34-44.28301.470.34301.472.31N/A主係本月認列之國外訂單較去年同期高
2023/120.62-54.33-36.476.7640.33.580.53-
2023/111.35-16.46237.246.1459.653.020.63主係今年同期標案結案金額較高
2023/101.612575.5992.134.7939.042.20.87主係今年同期標案結案金額較高
2023/90.06-88.45-92.843.1821.920.975.61主係去年同期標案結案金額較高
2023/80.5235.16302.543.1276.861.045.21主係本月認列之國外訂單較去年同期高
2023/70.39185.66187.462.5958.91.912.84主係今年同期標案結案金額較高
2023/60.14-90.26-5.412.2147.351.652.37-
2023/51.39985.041256.462.0752.931.92.06主係今年同期標案結案金額較高
2023/40.13-66.28-81.010.68-45.640.596.59主係去年同期標案認列金額較高
2023/30.38339.95173.950.55-4.220.556.85主係今年同期標案結案金額較高
2023/20.091.09-30.650.17-60.721.143.31主係去年同期標案結案金額較高
2023/10.09-91.18-72.690.09-72.691.462.6主係去年同期標案結案金額較高
2022/120.97142.43-29.424.82-8.52.210.96-
2022/110.4-52.4-67.093.85-1.12.081.02主係去年同期接取網路及寬頻設備成長
2022/100.84-0.36721.273.4528.891.811.17主係標案結案金額較去年同期高
2022/90.84549.58104.432.611.331.112.31主係標案結案金額較去年同期高
2022/80.13-3.47-61.441.76-18.370.416.28主係去年同期標案結案金額較高
2022/70.13-6.03.661.63-10.410.386.73-
2022/60.1439.58125.111.5-11.490.923.02主係本期含高階光電轉換設備 $7,557(仟元)
2022/50.1-84.81-80.681.35-16.820.923.03去年同期含高階光電轉換設備 $47,654(仟元);本期訂單結案金額較去年同期高
2022/40.68386.49198.711.2514.060.942.96主係標案結案金額較去年同期高;本期含高階光電轉換設備 $91(仟元)
2022/30.1411.36-75.350.58-33.830.584.6去年同期含高階光電轉換設備 $48,762(仟元);本期訂單結案金額較去年同期高
2022/20.12-60.1929.180.4442.031.811.46-
2022/10.31-77.247.890.3147.892.90.91-
2021/121.3713.02137.175.2666.52.690.92主係標案結案金額較去年同期高
2021/111.221087.88229.713.8950.641.731.43主係本月接取網路及寬頻設備成長
2021/100.1-75.19-45.782.6720.80.852.91-
2021/90.4122.5231.912.5727.010.883.38-
2021/80.34159.4950.342.1626.120.535.6主係標案結案金額較去年同期高
2021/70.13104.1-28.681.8222.470.724.1-
2021/60.06-88.02-75.421.6929.60.823.11主係本月認列之國外訂單較去年同期低
2021/50.53134.81149.871.6355.571.321.93含高階光電轉換設備$47,654(仟元)
2021/40.23-59.861.391.131.560.892.88含高階光電轉換設備$6,870(仟元)
2021/30.56483.79459.550.8742.560.872.66含高階光電轉換設備$48,762(仟元)
2021/20.1-54.42-41.920.31-39.630.892.61-
2021/10.21-63.45-38.530.21-38.531.162.0含高階光電轉換設備$6,870(仟元)
2020/120.5857.12-68.943.16-23.061.142.01主係今年標案較去年減少
2020/110.3795.32-3.782.5815.090.872.63高階光電轉換影像設備貿易$6,870,000
2020/100.19-39.65-46.052.2118.980.733.16-
2020/90.3139.6488.262.0234.050.722.8主係本月標案結案較去年同期多
2020/80.2223.0735.541.7127.350.663.02-
2020/70.18-29.6655.081.4926.20.653.08主係本月認列之國外訂單較去年同期高
2020/60.2621.8162.51.3123.010.692.78主係本月認列之國外訂單較去年同期高
2020/50.21-4.7174.591.058.720.543.6主係本月認列之國外訂單較去年同期高
2020/40.22121.4861.330.83-0.80.493.94主係本月設備擴充進度認列金額較高
2020/30.1-39.4-76.790.61-13.020.612.81主係去年同期有大型標案認列所致
2020/20.17-51.77113.270.5189.872.380.72主係標案結案金額較去年同期高
2020/10.34-81.5380.330.3480.332.590.66主係標案結案金額較去年同期高
2019/121.87386.7837.774.1114.562.60.63-
2019/110.389.52134.12.240.480.91.81主係本月標案結案較去年同期多
2019/100.35110.6131.71.86-10.080.682.39主係本期標案結案所致
2019/90.170.53-31.91.51-21.250.454.97-
2019/80.1740.8343.821.34-19.690.385.85-
2019/70.1219.04-62.731.18-24.380.346.61主要係去年同期有新客戶及標案進度認列較多所致
2019/60.1-18.98-41.281.06-14.670.365.69-
2019/50.12-11.95-12.010.96-10.510.0N/A-
2019/40.14-68.14-25.720.84-10.290.0N/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)620.01.50130.771.40278.386.7640.2532.9910.891.09251.611.17138.780.94129.27
2022 (9)620.00.65-48.820.37-66.364.82-8.3729.75-22.020.31-62.650.49-48.420.41-48.75
2021 (8)620.01.27568.421.102100.05.2666.4638.1514.880.831560.00.95578.570.8566.67
2020 (7)620.00.19-80.00.05-94.743.16-23.1133.21-19.060.05-91.670.14-77.420.12-80.0
2019 (6)620.00.95-10.380.95-5.04.1114.4841.03-8.370.6-6.250.62-10.140.6-9.09
2018 (5)620.01.06-35.371.00194.123.5932.9644.78-0.60.64190.910.69-32.350.66-35.29
2017 (4)620.01.6400.3402.762.6545.057.670.2201.0201.020
2016 (3)620.0-0.260-0.4001.66-22.7941.84-0.4-0.250-0.160-0.160
2015 (2)620.0-0.210-0.3102.15-3.5942.012.21-0.190-0.130-0.130
2014 (1)620.0-0.090-0.2702.23-14.8941.100-0.160-0.060-0.060

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