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)590.01.72-1.91-198.44-1369.23-1.75-88.17-8850.0-5.90-47.87-3787.51.73-37.99-64.2621.48-33.58-31.59-1.06-100.00-1.12-202.7-1500.0-66.34-433.28-3669.32-64.58-381.58-4176.82-10.87-70.13-21.60
23Q3 (19)590.01.72-0.6458.17-233.33-0.9344.97-472.0-3.99-19.1-1475.862.7916.25-49.4632.34178.317.58-0.5348.54-478.57-0.3758.89-232.14-12.4467.83-359.71-13.4164.07-366.619.3537.0524.47
23Q2 (18)590.01.72-1.5315.93-446.43-1.693.98-259.57-3.35-84.07-1663.162.422.45-41.6111.62-24.0-58.93-1.034.63-243.33-0.915.89-462.5-38.6731.52-757.43-37.3231.62-835.34-18.52-642.03-4448.01
23Q1 (17)591.721.72-1.82-1300.0-2122.22-1.76-8900.0-1660.0-1.82-1237.5-2122.221.96-59.5-58.6515.29-51.31-54.75-1.080-2800.0-1.07-1428.57-2240.0-56.47-3108.52-1927.51-54.58-3514.57-5153.7-35.91-713.54-4496.00
22Q4 (16)580.01.75-0.13-127.0862.860.02-92.0106.90.16-44.83134.784.84-12.32-4.9131.404.4618.620-100.0100.0-0.07-125.065.0-1.76-136.7455.22-1.51-130.0261.4811.0072.1830.59
22Q3 (15)580.01.750.48271.43700.00.25153.191150.00.29252.63363.645.5234.3139.7530.066.26-24.280.14146.67133.330.28275.0833.334.79206.21133.665.03226.07491.7610.51-69.84-108.41
22Q2 (14)580.01.75-0.28-411.11-2900.0-0.47-370.0-570.0-0.19-311.11-11.764.11-13.29-0.2428.29-16.28-4.72-0.3-850.00-0.16-420.0-1700.0-4.51-245.95-244.27-3.99-469.44-2593.75-10.08-142.70-152.24
22Q1 (13)581.751.750.09125.71150.0-0.1065.5216.670.09119.57150.04.74-6.8836.2133.7927.65-3.130.04123.53144.440.05125.0150.03.09178.63188.541.08127.55136.8610.99-278.81-742.24
21Q4 (12)570.011.76-0.35-683.33-174.47-0.29-1550.0-146.03-0.46-318.18-111.625.0928.862.2126.47-33.32-22.4-0.17-383.33-156.67-0.2-766.67-183.33-3.93-291.71-212.61-3.92-561.18-181.6712.37-91.67-815.00
21Q3 (11)570.014.00.06500.0-95.590.02-80.0-98.54-0.1135.29-103.053.95-4.13-47.8939.7033.7221.410.060-93.880.03200.0-95.592.05256.49-81.780.85431.25-90.587.13302.7851.67
21Q2 (10)570.014.00.01105.56-99.210.10183.33-91.8-0.175.56-107.524.1218.39-42.9429.69-14.88-10.250100.0-100.00.01110.0-98.41-1.3162.46-111.630.16105.46-98.16-5.87-16.3732.14
21Q1 (9)5711.7616.33-0.18-138.3-118.18-0.12-119.05-115.79-0.18-104.55-118.183.48-30.12-45.3734.882.2619.66-0.09-130.0-117.65-0.1-141.67-120.83-3.49-200.0-140.77-2.93-161.04-138.5-32.21-101.87-86.53
20Q4 (8)512.04.080.47-65.44-68.670.63-54.01-58.283.969.720.364.98-34.3-23.534.114.3100.3-69.39-70.30.24-64.71-67.123.49-68.9804.80-46.780-14.65-28.75-20.85
20Q3 (7)500.02.041.367.94353.331.3712.3585.03.6159.73101.687.584.9948.3432.70-1.1500.987.69512.50.687.94353.3311.25-0.0909.023.9209.1617.6136.41
20Q2 (6)502.0419.051.2627.27147.061.2260.53542.112.26128.2851.687.2213.3438.5833.0813.4817.640.9178.43550.00.6331.25200.011.2631.54135.078.6814.06111.715.59-3.375.43
20Q1 (5)490.016.670.99-34.0-18.180.76-49.67-6.170.99-69.91-18.186.37-2.15-16.8429.1508.20.51-49.5-10.530.48-34.25-5.888.5607.947.61014.09--0.00
19Q4 (4)490.00.01.50400.00.01.51655.00.03.2983.80.06.5127.40.00.0000.01.01531.250.00.73386.670.00.0000.00.0000.0--0.00
19Q3 (3)4916.670.00.30-41.180.00.205.260.01.7920.130.05.11-1.920.00.00-100.00.00.1614.290.00.15-28.570.00.00-100.00.00.00-100.00.0--0.00
19Q2 (2)420.00.00.51-57.850.00.19-76.540.01.4923.140.05.21-31.980.028.124.380.00.14-75.440.00.21-58.820.04.79-39.60.04.10-38.530.0--0.00
19Q1 (1)420.00.01.210.00.00.810.00.01.210.00.07.660.00.026.940.00.00.570.00.00.510.00.07.930.00.06.670.00.0--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)
2024/20.875.6629.561.6947.42.03N/A-
2024/10.82141.4572.480.8272.481.76N/A主係配合客戶的時程出貨
2023/120.34-42.46-79.488.88-53.71.733.24主係歐美客戶尚在庫存去化調整,需求減少所致
2023/110.59-25.84-62.838.54-51.252.292.45主係歐美客戶尚在庫存去化調整,需求減少所致
2023/100.8-10.69-48.767.94-50.092.672.1主係歐美客戶尚在庫存去化調整,需求減少所致
2023/90.89-8.58-67.677.15-50.232.791.31主係歐美客戶尚在庫存去化調整,需求減少所致
2023/80.986.78-39.196.25-46.073.081.18-
2023/70.92-22.86-19.295.27-47.182.731.34-
2023/61.1988.98-18.464.36-50.762.41.42主係缺料的影響及歐美客戶尚在庫存去化調整,需求減少所致
2023/50.638.29-53.073.17-57.132.021.68主係缺料的影響及歐美客戶尚在庫存去化調整,需求減少所致
2023/40.58-28.42-55.582.54-58.032.061.65主係缺料的影響及歐美客戶尚在庫存去化調整,需求減少所致
2023/30.8120.82-46.651.96-58.71.961.81主係缺料的影響及歐美客戶尚在庫存去化調整,需求減少所致
2023/20.6740.66-53.631.15-64.382.811.26歐美客戶尚在庫存去化調整,需求減少所致
2023/10.48-71.27-73.140.48-73.143.730.95受到農曆春節工作天數減少,影響原物料進貨時程及歐美客戶尚在庫存去化調整,需求減少所致
2022/121.664.19-16.1319.1815.574.810.8-
2022/111.592.23-15.0217.5119.875.920.65-
2022/101.56-43.6630.1415.9225.025.940.65-
2022/92.7771.9954.8614.3624.485.511.03原部分預計於8月到貨之船班,受船期影響延遲至本月到客戶倉認列營收。
2022/81.6141.7245.5211.5918.914.21.35-
2022/71.14-22.067.759.9815.513.931.44-
2022/61.468.76-7.028.8516.594.11.45-
2022/51.342.4911.827.3922.734.171.43-
2022/41.31-14.01-3.46.0525.454.271.39-
2022/31.525.038.54.7436.694.741.14-
2022/21.45-18.5162.443.2235.865.21.04主係配合客戶的時程出貨
2022/11.78-10.319.871.7819.875.630.96-
2021/121.985.5611.4816.59-36.615.051.35-
2021/111.8856.5937.3214.61-40.114.861.4-
2021/101.2-32.96-35.2312.73-44.714.091.66-
2021/91.7961.62-27.9711.54-45.533.951.83-
2021/81.114.93-54.169.75-47.873.731.93主要係受半導體供需失衡,本公司進貨不及,及船運延遲銷貨收入延後認列的影響。
2021/71.05-32.75-60.748.64-46.933.821.89主要係受半導體供需失衡,本公司進貨不及影響。
2021/61.5730.81-40.27.59-44.214.121.1-
2021/51.2-11.45-51.696.02-45.173.651.24主要係受半導體供需失衡,交期延長的影響
2021/41.3523.27-36.624.82-43.263.341.35-
2021/31.123.15-49.363.47-45.493.471.24-
2021/20.89-39.86-55.492.37-43.54.151.03因2021年2月工作天數減少及缺料的影響
2021/11.48-16.58-32.571.48-32.574.620.93-
2020/121.7830.03-27.4926.176.934.990.72-
2020/111.37-26.14-38.6224.410.765.70.63-
2020/101.85-25.452.2723.0316.316.740.53-
2020/92.482.8630.321.1817.727.580.36-
2020/82.41-10.1358.9618.716.237.720.36依客戶需求出貨
2020/72.682.4260.516.2911.787.790.35依客戶需求出貨
2020/62.625.6849.4313.65.467.240.45-
2020/52.4816.1437.5410.98-1.456.780.48-
2020/42.14-1.4927.898.5-8.986.310.52-
2020/32.178.25-17.86.37-17.06.370.54-
2020/22.0-8.97.864.2-16.586.650.52-
2020/12.2-10.3-30.862.2-30.866.870.5-
2019/122.4510.08-18.3824.48-32.676.480.7-
2019/112.2323.06-32.8322.03-33.965.940.77-
2019/101.81-5.03-28.6419.8-34.085.230.87-
2019/91.925.49-35.1417.99-34.585.090.76-
2019/81.52-9.26-56.7516.09-34.524.940.78主要產品正處於世代交替期,新產品認證較原定時程延遲,及部分客戶延後產品發表時程致出貨延後所致
2019/71.67-4.64-51.7114.57-30.825.230.74主要產品正處於世代交替期,新產品認證較原定時程延遲,及部分客戶延後產品發表時程致出貨延後所致
2019/61.75-2.72-38.412.9-26.75.230.74-
2019/51.88.0-66.011.14-24.456.110.64主要產品正處於世代交替期,新產品認證較原定時程延遲,及部分客戶延後產品發表時程致出貨延後所致
2019/41.67-36.68-48.769.34-1.120.0N/A-
2019/32.6442.0512.397.6723.950.0N/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)591.72-5.900-6.1408.89-53.7520.86-32.58-3.690-3.530-3.460
2022 (9)581.750.160-0.31019.2215.5730.94-3.82-0.1300.1400.090
2021 (8)5711.76-0.460-0.29016.63-36.4332.17-0.12-0.20-0.290-0.260
2020 (7)514.083.7822.333.9847.9626.166.7832.214.682.742.862.3925.792.0326.88
2019 (6)4916.673.09-47.542.69-39.024.5-32.9930.7714.641.89-42.551.9-43.451.6-40.3
2018 (5)425.05.89193.034.41236.6436.5685.9626.84-12.743.29204.633.36197.352.68226.83
2017 (4)400.02.011156.251.31019.6636.3430.763.361.0801.13841.670.821071.43
2016 (3)400.00.160-0.31014.42-5.1929.764.97-0.1300.1200.070
2015 (2)405.26-0.290-0.39015.21-36.9428.351.61-0.280-0.160-0.120
2014 (1)385.561.25681.250.83024.122.8127.9000.8278.260.80.00.47683.33

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