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)440.010.00.25292.31155.56-0.66-144.44-144.44-0.5630.054.841.02-8.11-14.29-8.06-200.88-213.2-0.36-140.0-176.920.11320.0161.114.39165.33127.98-6.700.362.19-20.82172.94-80.91
23Q3 (19)440.010.0-0.1353.5743.48-0.27-17.390.0-0.80-17.650.01.11-33.53-5.137.99-18.22-31.65-0.15-36.36-25.0-0.0558.3344.44-6.7213.5118.84-6.7213.5118.84-3.9941.787.48
23Q2 (18)440.010.0-0.2830.028.21-0.2332.3543.9-0.68-70.0-19.31.6725.5624.639.7785.39-0.81-0.1142.1115.38-0.1233.3325.0-7.7753.222.14-7.7753.2236.118.6620.553.21
23Q1 (17)4410.010.0-0.4011.11-122.22-0.34-25.93-277.78-0.4067.74-122.221.3311.76-11.925.27-25.98-64.58-0.19-46.15-533.33-0.180.0-157.14-16.61-5.86-321.57-16.616.26-321.576.73-42.27-12.96
22Q4 (16)400.00.0-0.45-95.65-2150.0-0.270.0-1250.0-1.24-55.0-2580.01.191.71-38.347.12-39.09-52.72-0.13-8.33-360.0-0.18-100.0-1700.0-15.69-89.49-751.04-17.72-114.01-11713.33-5.49-27.3117.07
22Q3 (15)400.00.0-0.2341.030.0-0.2734.15-35.0-0.80-40.35-1242.861.17-12.69-43.7511.6918.68-13.79-0.127.690.0-0.0943.750.0-8.28-4.28-46.29-8.2831.91-46.29-11.97-37.82-160.71
22Q2 (14)400.00.0-0.39-116.67-250.0-0.41-355.56-251.85-0.57-216.67-290.01.34-11.26-55.489.85-33.8-43.94-0.13-333.33-244.44-0.16-128.57-260.0-7.94-101.52-437.87-12.16-208.63-617.45-16.51-458.33-352.78
22Q1 (13)400.00.0-0.18-800.0-460.0-0.09-350.0-28.57-0.18-460.0-460.01.51-21.76-44.8914.88-1.249.4-0.03-160.070.0-0.07-600.0-450.0-3.94-263.49-143.21-3.94-2526.67-143.21-14.49-354.35-130.00
21Q4 (12)400.08.11-0.0291.381.82-0.0290.092.00.05-28.57103.071.93-7.21-35.8815.0611.0643.020.05141.67171.43-0.0188.8975.02.41142.5824200.0-0.1597.3594.34-19.05-48.58-42.03
21Q3 (11)400.08.11-0.23-188.4658.93-0.20-174.0770.590.07-76.67104.522.08-30.9-12.2413.56-22.8279.13-0.12-233.3336.84-0.09-190.055.0-5.66-340.85-53.8-5.66-340.8539.92-10.52115.77155.82
21Q2 (10)400.08.110.26420.0136.110.27485.71142.190.30500.0130.03.019.8564.4817.5776.41271.460.09190.0139.130.1400.0137.042.35245.06119.812.35245.06115.330.44282.73278.86
21Q1 (9)408.118.110.05145.45118.52-0.0772.069.570.05103.07118.522.74-8.9752.229.96-5.41-5.14-0.1-42.869.090.02150.0120.0-1.62-16100.074.04-1.6238.8774.049.02112.9167.62
20Q4 (8)370.015.62-0.1180.3696.54-0.2563.2481.06-1.63-5.1658.733.0127.0-10.1510.5339.1466.13-0.0763.1673.08-0.0480.096.04-0.0199.7399.95-2.6571.8791.5128.2651.2928.50
20Q3 (7)370.012.12-0.5622.22-60.0-0.68-6.25-277.78-1.55-55.0-91.362.3729.512.67.5760.04-9.77-0.1917.39-111.11-0.225.93-81.82-3.6868.9730.43-9.4238.55-78.0715.59-72.22-92.25
20Q2 (6)370.027.59-0.72-166.67-300.0-0.64-178.26-1180.0-1.00-270.37-117.391.831.67-11.174.73-54.95-53.99-0.23-109.09-666.67-0.27-170.0-440.0-11.86-90.06-292.72-15.33-145.67-407.62-22.30-37.58-47.84
20Q1 (5)3715.6237.04-0.2791.5110.0-0.2382.58-109.09-0.2793.1610.01.8-46.27-10.4510.50464.524.69-0.1157.69-83.33-0.190.1-25.0-6.2469.87-46.14-6.2480.01-46.14--0.00
19Q4 (4)32-3.030.0-3.18-808.570.0-1.32-633.330.0-3.95-387.650.03.3545.020.01.86-77.830.0-0.26-188.890.0-1.01-818.180.0-20.71-291.490.0-31.21-489.980.0--0.00
19Q3 (3)3313.790.0-0.35-94.440.0-0.18-260.00.0-0.81-76.090.02.3112.140.08.39-18.390.0-0.09-200.00.0-0.11-120.00.0-5.29-75.170.0-5.29-75.170.0--0.00
19Q2 (2)297.410.0-0.1840.00.0-0.0554.550.0-0.46-53.330.02.062.490.010.282.490.0-0.0350.00.0-0.0537.50.0-3.0229.270.0-3.0229.270.0--0.00
19Q1 (1)270.00.0-0.300.00.0-0.110.00.0-0.300.00.02.010.00.010.030.00.0-0.060.00.0-0.080.00.0-4.270.00.0-4.270.00.0--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)
2024/30.39246.83-34.420.6-55.160.6N/A本公司已於112年11月17日股東會決議通過處分嵩達光電科技股份有限公司,並將其重分類至待出售,自該日後嵩達營收將不納入合併。
2024/20.1116.0-74.110.21-71.780.35N/A本公司已於112年11月17日股東會決議通過處分嵩達光電科技股份有限公司,並將其重分類至待出售,自該日後嵩達營收將不納入合併。
2024/10.1-30.1-68.490.1-68.490.41N/A本公司已於112年11月17日股東會決議通過處分嵩達光電科技股份有限公司,並將其重分類至待出售,自該日後嵩達營收將不納入合併。
2023/120.14-20.23-61.774.66-10.520.550.64本公司已於112年11月17日股東會決議通過處分嵩達光電科技股份有限公司,並將其重分類至待出售,自該日後嵩達營收將不納入合併。
2023/110.17-27.24-59.714.52-6.690.70.5本公司已於112年11月17日股東會決議通過處分嵩達光電科技股份有限公司,並將其重分類至待出售,自該日後嵩達營收將不納入合併。
2023/100.24-17.66-39.494.35-1.530.920.38-
2023/90.29-26.66-21.094.112.171.110.73-
2023/80.39-7.21-0.113.824.511.540.53-
2023/70.43-40.684.463.435.071.570.52-
2023/60.7268.2676.273.05.151.670.44因銘旺5月面板部分訂單遞延至6月出貨
2023/50.43-19.180.342.28-6.651.550.47-
2023/40.53-11.083.391.86-8.121.550.47-
2023/30.5936.88-4.691.33-12.01.330.44-
2023/20.4341.2211.810.74-17.091.10.53-
2023/10.31-15.2-39.260.31-39.261.10.53-
2022/120.36-15.93-41.125.21-45.941.190.5-
2022/110.439.27-30.234.85-46.271.190.5-
2022/100.397.37-43.994.42-47.451.150.51-
2022/90.37-7.17-51.194.02-47.771.170.56第三季光學面板銷售處於市場淡季,加上面臨烏俄戰爭、全球通膨及消費需求端疲弱,以至於光學面板銷售量減少。
2022/80.39-2.95-38.063.66-47.41.210.54-
2022/70.410.09-40.943.26-48.341.240.53-
2022/60.41-4.21-53.222.85-49.251.340.511、光學面板市場需求減少及中國地區受疫情封城影響,致使進出貨受阻。2、去年同期有合併富動公司,110年8月已喪失控制力。
2022/50.42-16.71-60.142.45-48.521.560.441、光學面板市場需求減少及中國地區受疫情封城影響,致使進出貨受阻。2、去年同期有合併富動公司,110年8月已喪失控制力。
2022/40.51-18.04-51.92.02-45.171.520.451、光學面板市場需求減少及中國地區受疫情封城影響,致使進出貨受阻。2、去年同期有合併富動公司,110年8月已喪失控制力。
2022/30.6260.59-43.331.51-42.461.510.46-
2022/20.39-23.29-33.860.89-41.831.510.46-
2022/10.5-17.79-46.760.5-46.761.740.4-
2021/120.61-0.37-36.29.637.261.930.38-
2021/110.62-12.27-47.539.0212.482.070.36-
2021/100.7-6.44-16.968.422.792.090.35-
2021/90.7517.81-13.177.728.392.080.39-
2021/80.64-7.47-32.226.9535.42.20.37-
2021/70.69-20.7221.886.3150.572.620.311.主係今年上半年光學面板產品需求增加 2.新增合併公司-富動科技股份有限公司
2021/60.87-18.3742.455.6255.042.990.351.主係今年上半年光學面板產品需求增加 2.新增合併公司-富動科技股份有限公司
2021/51.060.4983.494.7557.593.220.331.主係光學面板產品需求增加 2.新增合併公司-富動科技股份有限公司
2021/41.06-3.4365.683.6951.422.740.381.主係光學面板產品需求增加 2.新增合併公司-富動科技股份有限公司
2021/31.187.4152.32.6346.342.630.551.主係光學面板產品需求增加 2.新增合併公司-富動科技股份有限公司
2021/20.59-38.247.361.5342.362.50.58-
2021/10.95-1.4978.240.9578.243.090.47主係光學面板產品需求增加
2020/120.96-18.07-13.738.98-7.622.980.36-
2020/111.1738.8311.98.02-6.832.890.37-
2020/100.85-2.17-28.266.84-9.432.650.4-
2020/90.86-8.02-7.516.0-5.952.370.32-
2020/80.9466.3927.685.13-5.682.120.35-
2020/70.57-7.35-11.684.19-10.911.760.43-
2020/60.615.14-10.663.63-10.781.830.41-
2020/50.58-9.26-11.693.02-10.811.940.39-
2020/40.64-11.23-11.232.44-10.61.910.39-
2020/30.7232.12-3.741.8-10.371.80.43-
2020/20.552.513.141.08-14.322.190.36-
2020/10.53-52.33-26.990.53-26.992.70.29-
2019/121.126.2889.349.727.413.350.2新增營業項目
2019/111.05-11.034.848.611.713.160.21-
2019/101.1826.1265.277.56-1.642.850.23新增營業項目
2019/90.9426.9748.476.38-8.492.310.4-
2019/80.7415.0810.75.44-14.152.060.45-
2019/70.64-6.27-21.624.71-17.071.980.46-
2019/60.683.92-19.314.07-16.32.060.28-
2019/50.66-8.78-28.883.38-15.660.0N/A-
2019/40.72-3.75-23.052.73-11.710.0N/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)4410.0-0.560-1.5005.13-1.544.68-57.84-0.80-0.380-0.240
2022 (9)400.0-1.240-1.0505.21-46.6711.10-21.16-0.410-0.450-0.50
2021 (8)408.110.050-0.0509.778.5614.0864.49-0.080-0.0400.020
2020 (7)3715.62-1.630-1.8009.0-7.418.5624.42-0.60-0.420-0.610
2019 (6)3218.52-3.950-1.6809.727.46.88-41.5-0.450-0.960-1.260
2018 (5)27-27.03-0.4500.0009.05-14.6211.76-4.160.01-92.86-0.120-0.120
2017 (4)370.0-2.210-1.43010.62.8112.2710.140.14-6.67-0.050-0.810
2016 (3)370.00.2200.05010.3137.8311.1400.1500.2100.080
2015 (2)370.0-2.310-1.1607.48-9.11-0.110-0.490-0.830-0.850
2014 (1)3748.0-2.710-2.1808.2329.61-3.970-0.880-0.920-1.00

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。