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)1110.00.0-0.38-171.43-371.43-0.50-108.3329.58-0.85-80.85-1044.441.29-23.21-28.73-16.57-941.12-594.63-0.48-77.78-50.0-0.42-162.5-380.0-27.03-182.74-179.71-32.91-243.53-494.130.62-82.38-37.50
23Q3 (19)1110.00.0-0.146.67-1500.0-0.2433.3325.0-0.47-46.87-1075.01.6824.44-43.811.97152.96-59.63-0.2722.86-28.57-0.160.0-1700.0-9.56-17.16-292.35-9.5821.15-2182.615.229.212.38
23Q2 (18)1110.00.0-0.1511.76-350.0-0.36-28.57-80.0-0.32-88.24-540.01.35-14.01-50.18-3.72-933.33-155.19-0.35-9.38-75.0-0.1615.79-328.57-8.1636.6-344.31-12.15-0.08-593.9-13.63-104.8416.00
23Q1 (17)1110.00.0-0.17-221.43-54.55-0.2860.56-21.74-0.17-288.89-54.551.57-13.26-36.95-0.36-110.75-105.79-0.320.0-23.08-0.19-226.67-46.15-12.87-137.95-151.86-12.14-245.39-137.57-26.36539.28-30.66
22Q4 (16)1110.00.00.141300.0177.78-0.71-121.87-446.150.09325.0-91.261.81-39.46-51.993.35-31.35415.38-0.32-52.3817.950.151400.0175.033.91582.29383.298.351715.22260.27-14.57608.34-90.94
22Q3 (15)1110.00.00.01-83.33105.26-0.32-60.0-10.34-0.0420.0-103.312.9910.33-7.144.88-27.621.7-0.21-5.025.00.01-85.71104.764.9748.8196.50.46-81.3107.219.5935.61-23.48
22Q2 (14)1110.00.00.06154.55126.09-0.2013.04-11.11-0.0554.55-103.572.718.84-29.616.748.36-6.26-0.223.084.760.07153.85128.03.34165.36149.552.46148.14137.9-12.5696.72-31.94
22Q1 (13)1110.00.0-0.1138.89-106.79-0.23-76.9269.33-0.11-110.68-106.792.49-33.95-48.346.22856.92-35.07-0.2633.33-52.94-0.1335.0-107.22-5.1157.31-110.05-5.111.92-113.7-8.4422.07-10.88
21Q4 (12)1110.00.0-0.185.26-1000.0-0.1355.17-425.01.03-14.88145.243.7717.08-33.860.65-83.79-94.72-0.39-39.29-2050.0-0.24.76-766.67-11.97-132.43-8080.0-5.2118.34-1257.780.3611.32-2.97
21Q3 (11)1110.00.0-0.1917.39-157.58-0.29-61.11-190.621.21-13.57202.53.22-16.36-52.444.01-44.23-72.59-0.28-33.33-187.5-0.2116.0-156.76-5.1523.59-200.78-6.381.69-217.28-18.24-48.417.45
21Q2 (10)1110.0-3.48-0.23-114.2-187.5-0.1876.0-50.01.40-13.581900.03.85-20.12-10.887.19-24.95-35.98-0.21-23.53-110.0-0.25-113.89-177.78-6.74-113.26-355.41-6.49-117.4-204.69-17.783942.90-949.50
21Q1 (9)1110.00.01.628000.0980.0-0.75-1975.0-933.331.62285.71980.04.82-15.44-22.139.58-22.11-18.74-0.17-950.0-254.551.85900.0958.8250.8333786.671702.4837.298186.671291.42-15.623953.03-1031.25
20Q4 (8)1110.00.00.02-93.94-71.430.04-87.5200.00.425.0425.05.7-15.81-19.3812.30-15.9318.730.02-93.75200.00.03-91.89-62.50.15-97.06-89.050.45-91.73-60.1820.45209.28139.59
20Q3 (7)111-3.480.00.33512.5-13.160.32366.67113.330.40471.433900.06.7756.71-20.1714.6330.2821.610.32420.060.00.37511.11-11.95.11445.27-3.955.44355.410.1213.25179.5866.67
20Q2 (6)1153.63.6-0.08-153.33-14.29-0.12-233.3347.830.07-53.33118.924.32-30.21-38.3711.23-4.7512.19-0.1-190.9123.08-0.09-152.94-12.5-1.48-152.48-324.24-2.13-179.48-90.18-21.33-19.5245.83
20Q1 (5)1110.00.00.15114.29150.00.09325.0131.030.1587.5150.06.19-12.45-12.9411.7913.828.570.11650.0139.290.17112.5151.522.82105.84167.632.68137.17157.51--0.00
19Q4 (4)1110.00.00.07-81.580.0-0.04-126.670.00.08700.00.07.07-16.630.010.36-13.880.0-0.02-110.00.00.08-80.950.01.37-74.250.01.13-77.130.0--0.00
19Q3 (3)1110.00.00.38642.860.00.15165.220.00.01102.70.08.4820.970.012.0320.180.00.2253.850.00.42625.00.05.32706.060.04.94541.070.0--0.00
19Q2 (2)1110.00.0-0.0776.670.0-0.2320.690.0-0.37-23.330.07.01-1.410.010.019.160.0-0.1353.570.0-0.0875.760.00.66115.830.0-1.1275.970.0--0.00
19Q1 (1)1110.00.0-0.300.00.0-0.290.00.0-0.300.00.07.110.00.09.170.00.0-0.280.00.0-0.330.00.0-4.170.00.0-4.660.00.0--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)
2024/30.29-11.6-43.141.01-36.131.01N/A-
2024/20.33-13.91-51.450.71-32.741.12N/A通膨問題導致消費者對於高階TV的購買力被民生必需品排擠,轉而購買中低階款TV,造成營收大幅下滑。
2024/10.38-6.060.620.380.621.13N/A-
2023/120.4119.24-9.745.88-41.351.280.7-
2023/110.34-35.69-48.235.47-42.841.380.65-
2023/100.535.89-27.165.13-42.441.630.55-
2023/90.5-15.19-40.434.6-43.81.680.94-
2023/80.592.12-35.074.09-44.191.580.99-
2023/70.5842.4-51.973.5-45.491.381.14通膨問題導致消費者對於高階TV的購買力被民生必需品排擠,轉而購買中低階款TV,造成營收大幅下滑。
2023/60.414.11-58.212.92-43.991.351.57通膨問題導致消費者對於高階TV的購買力被民生必需品排擠,轉而購買中低階款TV,造成營收大幅下滑。
2023/50.39-28.35-52.52.51-40.711.451.45通膨問題導致消費者對於高階TV的購買力被民生必需品排擠,轉而購買中低階款TV,造成營收大幅下滑。
2023/40.556.47-40.612.12-37.861.741.21-
2023/30.51-24.51-50.191.57-36.851.571.56通膨問題導致消費者對於高階TV的購買力被民生必需品排擠,轉而購買中低階款TV,造成營收大幅下滑。
2023/20.6878.43-10.471.06-27.451.511.62-
2023/10.38-15.74-45.80.38-45.81.491.64-
2022/120.45-31.6-53.5510.02-36.01.841.36主要客戶貿易條件改變(FOB改DAP),致營收遞延。
2022/110.66-9.52-56.029.57-34.842.241.12歐洲因烏俄戰爭導致消費力減及主要客戶交易條件改變(FOB改DAP),致營收遞延。
2022/100.73-13.39-43.538.91-32.422.491.01-
2022/90.84-7.57-19.38.18-31.212.970.82-
2022/80.91-24.46-19.747.33-32.363.10.78-
2022/71.2123.8817.246.42-33.843.010.8-
2022/60.9818.35-14.025.21-39.912.721.06-
2022/50.82-10.41-27.054.24-43.82.771.03-
2022/40.92-10.71-41.973.41-46.762.711.06-
2022/31.0335.68-34.122.49-48.332.491.21-
2022/20.768.02-52.151.46-55.152.441.24PSU因電視市場成M型態變化,中階市場大幅萎縮;加上半導體嚴重短缺,造成客戶TV主板、電源板長短料問題進而影響終端銷售。
2022/10.7-27.79-57.990.7-57.993.180.95因電視市場成M型態變化,中階市場大幅萎縮;加上半導體嚴重短缺,造成客戶TV主板、電源板長短料問題進而影響終端銷售。
2021/120.97-35.24-45.1815.66-31.833.770.77-
2021/111.516.17-27.6514.69-30.713.840.76-
2021/101.2923.76-29.7113.18-31.043.480.84-
2021/91.05-8.07-51.3611.89-31.183.211.1今年以來半導體缺貨嚴重,致公司營收衰退。
2021/81.1410.36-44.4110.84-28.323.31.07-
2021/71.03-9.15-59.949.71-25.83.31.07因今年半導體及面板缺貨嚴重,致公司營收衰退。
2021/61.130.41-36.428.68-17.443.851.05-
2021/51.13-28.72-8.867.54-13.564.280.95-
2021/41.591.3522.596.41-14.334.740.85-
2021/31.56-1.44-23.534.83-22.054.830.95-
2021/21.59-5.15-15.883.26-21.325.040.91-
2021/11.67-5.72-25.871.67-25.875.530.83-
2020/121.78-14.57-12.922.98-22.565.70.81-
2020/112.0812.86-6.7221.2-23.286.070.76-
2020/101.84-14.35-34.2819.12-24.736.040.76-
2020/92.155.06-40.2817.28-23.556.770.64-
2020/82.05-20.48-16.3815.13-20.386.410.67-
2020/72.5744.195.9313.08-20.975.60.77-
2020/61.7843.93-24.3610.51-25.64.320.91-
2020/51.24-4.12-39.88.72-25.854.580.85-
2020/41.29-36.78-50.117.48-22.885.230.75因海外疫情擴大,全球各地採取鎖國封城等措施,本公司部份客戶減少生產甚至停工,影響本公司營收。
2020/32.058.42-11.536.19-12.966.190.71-
2020/21.89-16.42-15.824.14-13.656.180.71-
2020/12.2610.76-11.762.26-11.766.520.67-
2019/122.04-8.5126.3629.6722.147.070.73-
2019/112.23-20.481.2327.6321.848.630.6-
2019/102.8-22.1718.4625.4124.068.850.58-
2019/93.647.0948.2722.624.798.480.74-
2019/82.450.7419.2919.021.157.240.87-
2019/72.432.9511.3116.5621.446.850.92-
2019/62.3614.5516.9514.1323.377.011.06-
2019/52.06-20.536.311.7724.740.0N/A-
2019/42.5912.114.989.7129.510.0N/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)1110.0-0.850-1.3905.9-41.06-4.020-1.420-0.820-0.940
2022 (9)1110.00.09-91.26-1.46010.01-36.125.44-4.56-1.000.73-53.80.1-91.3
2021 (8)1110.01.03145.24-1.33015.67-31.815.70-54.94-1.0501.58236.171.15144.68
2020 (7)1110.00.42425.00.32022.98-22.5512.6520.820.3400.4756.670.47422.22
2019 (6)1110.00.080-0.40029.6722.210.4797.18-0.2300.300.090
2018 (5)1110.0-1.710-2.46024.285.435.31-48.89-2.530-1.70-1.90
2017 (4)1110.0-0.340-0.36023.03-24.1410.39-20.69-0.450-0.430-0.380
2016 (3)1110.00.87171.880.23030.36-16.513.1028.680.3301.05162.50.97177.14
2015 (2)1110.00.32-75.0-0.50036.36-15.610.18-18.17-0.500.4-72.790.35-75.35
2014 (1)1110.01.28156.00.68353.3343.0867.512.4400.79154.841.47113.041.42153.57

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