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營業利益率 QoQ YoY稅後淨利率 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(%)
25Q2 (20)89-2.28.540.20253.85-13.040.3436.0230.770.07153.85-70.8312.7964.82113.5213.46-23.83-24.085.155.97394.292.761480.0-31.00.6673.68700.00.18263.64-5.264.18585.25-19.622.761480.0-31.052.95160.26118.00
25Q1 (19)914.622.97-0.1366.67-1400.00.25200.0327.27-0.13-181.25-1400.07.7641.0939.8217.67-25.472.554.86604.35295.12-0.2096.33-107.550.38850.0442.86-0.1167.6500.61140.67-79.6-0.2096.33-107.5516.69-70.83-75.00
24Q4 (18)8710.1317.57-0.39-208.3323.53-0.25-350.056.140.16-71.43105.195.5-7.72-22.3223.7116.0103.170.69-82.31111.96-5.45-190.53-6.030.04-82.61109.76-0.34-221.438.11-1.50-121.0460.63-5.45-190.53-6.03-4.11-75.91-105.77
24Q3 (17)79-3.666.760.3656.52114.940.10138.46104.550.56133.33121.715.96-0.5-11.0420.4415.2882.833.90322.86218.96.0250.5123.840.23309.09204.550.2847.37115.827.1337.121498.046.0250.5123.843.711128.261.05
24Q2 (16)8210.8110.810.232200.0174.19-0.26-136.3635.00.242300.0241.185.997.93-8.4117.732.995.48-1.75-242.2844.274.0050.94247.6-0.11-257.1447.620.190182.615.2073.91572.734.0050.94247.6-6.841150.98-27.83
24Q1 (15)740.00.00.01101.96-92.86-0.1180.715.380.01100.32-92.865.55-21.61-14.7517.2347.6412.911.23121.32-32.042.65151.56-7.340.07117.07-41.670100.0-100.02.99178.48-41.832.65151.56-7.34-7.9790.4077.40
23Q4 (14)740.00.0-0.5178.84-312.5-0.5774.09-456.25-3.08-19.38-851.227.085.67-7.9311.674.38-31.75-5.77-75.91-196.33-5.1479.64-256.71-0.41-86.36-189.13-0.3779.1-305.56-3.81-647.06-158.71-5.1479.64-256.714.06-299.29-187.95
23Q3 (13)740.00.0-2.41-677.42-1953.85-2.20-450.0-3042.86-2.58-1417.65-1712.56.72.45-16.6711.1823.26-25.62-3.28-4.46-241.99-25.25-831.73-1227.23-0.22-4.76-215.79-1.77-669.57-2066.67-0.5153.64-112.17-25.25-831.73-1227.231.46-499.42-328.85
23Q2 (12)740.00.0-0.31-321.43-168.89-0.40-207.69-200.0-0.17-221.43-525.06.540.46-16.489.07-40.56-45.33-3.14-273.48-153.86-2.71-194.76-156.46-0.21-275.0-145.65-0.23-330.0-169.7-1.10-121.4-120.07-2.71-194.76-156.46-7.44-181.55-194.47
23Q1 (11)740.01.370.14-41.67133.33-0.13-181.2572.920.14-65.85133.336.51-15.3481.8415.26-10.7638.351.81-69.78134.352.86-12.8132.460.12-73.91163.160.1-44.44132.265.14-20.8387.152.86-12.8132.46-9.8421.4873.66
22Q4 (10)740.010.450.2484.62-33.330.16328.57172.730.41156.25-85.667.69-4.3535.1517.1013.7745.665.99159.31630.493.2846.43-23.360.46142.11820.00.18100.0-25.06.4954.89-24.273.2846.43-23.36-0.836.76105.53
22Q3 (9)740.010.450.13-71.11-79.69-0.07-117.5-120.590.16300.0-93.638.042.6836.2715.03-9.4-20.692.31-60.38-66.862.24-53.33-69.930.19-58.7-53.660.09-72.73-79.074.19-23.54-54.162.24-53.33-69.9360.7068.0132.92
22Q2 (8)741.3710.450.45207.14-47.670.40183.33-18.370.04109.52-97.867.83118.7235.2316.5950.41-23.485.83210.63-40.874.80154.48-53.980.46342.11-19.30.33206.45-43.15.48406.15-55.084.80154.48-53.9840.82-4.7732.58
22Q1 (7)738.968.96-0.42-216.67-141.58-0.48-118.18-220.0-0.42-114.69-141.583.58-37.08-26.4911.03-6.05-53.62-5.27-742.68-155.59-8.81-305.84-166.09-0.19-480.0-141.3-0.31-229.17-146.27-1.79-120.89-111.34-8.81-305.84-166.09-20.32-130.21-141.44
21Q4 (6)670.0-1.470.36-43.75-52.0-0.22-164.71-175.862.8613.94-6.545.69-3.5621.3211.74-38.05-55.290.82-88.24-91.884.28-42.55-52.070.05-87.8-89.360.24-44.19-52.948.57-6.24-44.394.28-42.55-52.07-0.83-34.66-97.66
21Q3 (5)670.0-1.470.64-25.58-46.670.34-30.61-54.672.5134.228.665.91.923.1718.95-12.59-35.856.97-29.31-54.717.45-28.57-50.790.41-28.07-44.590.43-25.86-46.919.14-25.08-50.087.45-28.57-50.79--0.00
21Q2 (4)670.00.00.86-14.850.00.4922.50.01.8785.150.05.7918.890.021.68-8.830.09.864.010.010.43-21.760.00.5723.910.00.58-13.430.012.20-22.740.010.43-21.760.0--0.00
21Q1 (3)67-1.470.01.0134.670.00.4037.930.01.01-66.990.04.873.840.023.78-9.440.09.48-6.140.013.3349.270.00.46-2.130.00.6731.370.015.792.470.013.3349.270.0--0.00
20Q4 (2)680.00.00.75-37.50.00.29-61.330.03.0632.470.04.69-2.090.026.26-11.10.010.10-34.370.08.93-41.020.00.47-36.490.00.51-37.040.015.41-15.840.08.93-41.020.0--0.00
20Q3 (1)680.00.01.200.00.00.750.00.02.310.00.04.790.00.029.540.00.015.390.00.015.140.00.00.740.00.00.810.00.018.310.00.015.140.00.0--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)
2025/82.27-56.1417.1628.0982.5712.43N/A係因子公司出貨經客戶驗收後認列營收所致。
2025/75.183.97171.4425.8192.014.29N/A係因子公司出貨之電池櫃經客戶驗收完成後認列本期營收
2025/64.9820.79181.1620.6478.8612.860.56係因子公司出貨之電池櫃經客戶驗收完成後認列本期營收
2025/54.129.92124.5215.6560.311.730.61係因子公司出貨之電池櫃經客戶驗收完成後認列本期營收
2025/43.75-2.6157.4711.5345.439.640.75係因子公司出貨之電池櫃經客戶驗收完成後認列本期營收
2025/33.8589.55106.617.7840.257.780.53係因子公司出貨之電池櫃經客戶驗收完成後認列本期營收
2025/22.037.3320.113.936.645.890.7-
2025/11.89-3.43-4.811.89-4.815.410.76-
2024/121.9625.66-28.1723.13-13.765.630.84-
2024/111.56-26.14-20.8421.17-12.125.790.82-
2024/102.110.02-11.3419.61-11.346.160.77-
2024/92.118.96-9.9717.5-11.345.960.62-
2024/81.941.58-17.8315.38-11.535.620.66-
2024/71.917.7-4.1413.44-10.545.520.67-
2024/61.77-3.54-20.1111.54-11.525.990.59-
2024/51.84-22.9-19.529.76-9.766.080.58-
2024/42.3827.7717.187.93-7.155.940.6-
2024/31.8610.19-12.465.55-14.765.550.88-
2024/21.69-14.93-22.663.68-15.876.410.76-
2024/11.99-27.13-9.091.99-9.096.690.73-
2023/122.7338.497.5126.82-1.317.080.71-
2023/111.97-17.28-27.1224.09-2.226.70.75-
2023/102.381.57-3.5722.120.847.090.71-
2023/92.35-0.54-9.8819.741.46.70.94-
2023/82.3618.51-11.5517.393.146.570.96-
2023/71.99-10.23-28.1315.035.916.490.97-
2023/62.22-2.83-27.9713.0414.166.530.91-
2023/52.2812.26-16.2910.8229.726.450.92-
2023/42.03-4.55-0.068.5452.076.350.93112/4累計營收較去年同期大幅增加,主係因合併達振所致。
2023/32.13-2.6370.26.5181.696.511.07112/3營收較去年同期大幅增加,主係因合併達振所致。
2023/22.19-0.0180.134.3887.866.911.01112/2營收較去年同期大幅增加,主係因合併達振所致。
2023/12.19-13.8296.282.1996.287.430.94112/1營收較去年同期大幅增加,主係因合併達振所致。
2022/122.54-6.1235.6527.1821.87.720.91-
2022/112.79.4431.7624.6420.547.780.9-
2022/102.47-5.0835.7821.9319.287.740.91-
2022/92.6-2.3937.4619.4617.478.040.88-
2022/82.67-3.728.3916.8614.898.520.83-
2022/72.77-10.0243.414.1912.668.580.83-
2022/63.0812.9158.8211.427.097.840.66110年7月12日取得來穎股權,重編合併報表,更新相關營收數。111/6營收較去年同期大幅增加,主係因合併來穎及達振所致。
2022/52.7334.0343.338.34-4.396.010.87110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2022/42.0362.564.255.62-17.694.51.16110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2022/31.253.03-26.543.58-26.493.580.62110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2022/21.218.95-19.142.33-26.464.20.53110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2022/11.11-40.43-33.061.11-33.065.040.44110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2021/121.87-8.8129.6322.3134.665.740.22110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2021/112.0512.7730.4920.4435.145.770.22110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2021/101.82-3.98.9718.3935.685.790.22110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2021/91.89-8.8316.1616.5739.435.90.2-
2021/82.087.5432.114.6743.135.530.21110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2021/71.9326.7329.3112.645.134.950.24110年7月12日取得來穎科技股權,重編合併報表,因此更新合併後相關營收數。
2021/61.522.27.059.128.44.560.37-
2021/51.49-3.415.327.5833.774.640.36-
2021/41.54-3.980.266.0943.254.540.37-
2021/31.6115.9831.454.5467.74.540.31109年下半年後客戶訂單持續回升所致
2021/21.39-10.35157.242.9397.574.370.32109年下半年後客戶訂單持續回升所致
2021/11.557.6363.561.5563.564.540.31109年下半年後客戶訂單持續回升所致
2020/121.44-7.7437.416.38-2.064.640.17-
2020/111.56-5.5725.0314.94-4.74.830.16-
2020/101.651.8121.8813.39-7.280.0N/A-
2020/91.623.079.311.74-10.290.0N/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營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2024 (10)8616.220.160-0.51022.99-14.2819.7467.571.0101.9400.2300.8200.140
2023 (9)740.0-3.080-3.18026.82-1.1811.78-24.2-2.670-7.630-0.610-0.040-2.270
2022 (8)7410.450.41-85.660.01-99.0227.1421.9215.54-17.653.37-49.71.82-79.080.91-38.931.2-52.00.3-84.38
2021 (7)67-1.472.86-6.541.02-33.3322.2634.3418.87-25.86.70-36.258.70-24.411.49-14.372.52.041.92-7.25
2020 (6)681.493.06302.631.53016.57-0.9625.4358.6410.511568.2511.51261.951.741640.02.45210.132.07305.88
2019 (5)6711.670.76-86.57-0.19016.73-33.6116.03-22.410.63-94.353.18-76.460.1-96.440.79-77.620.51-85.0
2018 (4)6046.345.66-38.413.01-10.9525.211.4120.66-17.7511.15-21.213.51-19.252.81-12.193.53-11.083.4-10.05
2017 (3)4146.439.19-22.253.3823.8122.625.7525.123.0414.1521.8816.738.143.229.033.9718.153.7814.2
2016 (2)2864.7111.8268.382.7396.421.3929.6424.3832.7911.6144.2215.47111.632.4886.473.36158.463.31173.55
2015 (1)17-96.537.0201.39016.584.3618.3608.0507.3101.3301.301.210

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