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(%)
25Q1 (20)2497.3315.811.42-50.18-16.47-0.13-115.85-316.671.42-84.67-16.4788.58-28.296.0512.36-10.82-1.671.18-71.84-45.374.49-25.42-8.741.04-79.92-42.223.53-46.52-3.295.54-29.7-12.894.49-25.42-8.74-16.11-20.07-88.22
24Q4 (19)232-4.138.412.8510.0427.230.82-60.58-21.99.2640.9450.32123.52-3.925.1413.862.746.624.19-28.741.956.028.8638.075.18-31.487.476.65.4337.57.8817.2631.996.028.8638.0710.4812.83140.99
24Q3 (18)24210.013.082.5915.6231.472.08342.55150.66.5766.7567.6128.5624.8935.9713.492.66-3.575.8848.4838.355.53-0.910.827.5685.2988.066.2627.2448.346.72-11.462.915.53-0.910.8224.0623.69512.94
24Q2 (17)2202.332.82.2431.7632.540.47683.33135.03.94131.76101.02102.9423.2423.1913.144.536.053.9683.3376.795.5813.4122.374.08126.67118.184.9234.7935.547.5919.3426.715.5813.4122.37-2.833.83294.52
24Q1 (16)2150.470.471.70-24.11553.850.06-94.29-72.731.70-72.4553.8583.53-28.917.1412.57-3.314.662.16-47.45129.794.9212.84564.861.8-62.66168.663.65-23.96551.796.366.53576.64.9212.84564.86-2.32-5.20-33.89
23Q4 (15)2140.00.02.2413.7130.991.0526.51-11.766.1657.14-9.54117.4824.2513.7813.00-7.083.834.11-3.291.734.36-12.6324.224.8219.915.594.813.7431.155.97-8.5826.754.36-12.6324.2218.7015.14170.75
23Q3 (14)2140.00.01.9716.57-28.10.83315.045.613.92100.0-23.1494.5513.15-14.4313.9912.9112.014.2589.7315.494.999.43-13.824.02114.97-0.994.2216.25-27.996.539.02-15.194.999.43-13.8215.16283.29152.96
23Q2 (13)2140.00.01.69550.0-8.150.20-9.09-54.551.96653.85-16.683.5617.184.412.393.16-0.962.24138.3-35.264.56516.22-21.921.87179.1-32.493.63548.21-7.635.99537.23-14.314.56516.22-21.92-6.88232.60-45.30
23Q1 (12)2140.00.00.26-84.8-50.00.22-81.51181.480.26-96.18-50.071.31-30.9318.4912.01-4.07-17.680.94-76.73313.640.74-78.92-70.520.67-83.93348.150.56-84.7-49.090.94-80.04-62.70.74-78.92-70.52-18.75-61.2013.63
22Q4 (11)2140.02.391.71-37.59-33.721.19108.77-43.876.8133.5326.11103.25-6.56-12.6112.520.241.464.049.78-34.843.51-39.38-30.364.172.71-43.033.66-37.54-32.14.71-38.83-25.03.51-39.38-30.3615.755.6669.16
22Q3 (10)2140.02.882.7448.9124.550.5729.55-55.475.10117.0279.58110.538.0630.5512.49-0.16-21.693.686.36-36.885.79-0.86-0.694.0646.57-17.655.8649.1127.957.7010.162.945.79-0.86-0.6935.53151.38146.25
22Q2 (9)2140.02.881.84253.85240.740.44262.96197.782.35351.92267.1980.0433.0-2.0212.51-14.2630.453.46886.36658.065.84132.67220.882.771125.93643.143.93257.27254.056.99177.38229.725.84132.67220.88-8.0387.0075.11
22Q1 (8)2142.392.880.52-79.84420.0-0.27-112.7425.00.52-90.37420.060.18-49.06-22.214.5918.2344.03-0.44-107.155.562.51-50.2263.77-0.27-103.6964.471.1-79.59423.812.52-59.87472.732.51-50.2263.77-4.73-31.29-23.56
21Q4 (7)2090.480.972.5817.27-7.532.1265.6264.345.4090.14-15.49118.1539.59-6.8712.34-22.633.876.206.3553.475.04-13.558.867.3248.4842.695.3917.69-6.756.28-16.043.635.04-13.558.8621.60162.34225.03
21Q3 (6)2080.00.482.20307.4115.791.28384.44-5.192.84343.75-21.1184.643.61-16.515.9566.3228.945.831040.3250.265.83220.3350.654.931066.6725.454.58312.6116.247.48252.8368.095.83220.3350.654.61373.71179.72
21Q2 (5)2080.00.480.54440.0-63.27-0.45-25.0-178.950.64540.0-62.1381.695.6126.759.59-5.33-38.25-0.6237.37-114.291.82163.77-60.78-0.5132.89-118.211.11428.57-63.372.12381.82-68.911.82163.77-60.78--0.00
21Q1 (4)2080.480.00.10-96.420.0-0.36-127.910.00.10-98.440.077.35-39.030.010.13-14.730.0-0.99-124.50.00.69-85.10.0-0.76-114.810.00.21-96.370.00.44-92.740.00.69-85.10.0--0.00
20Q4 (3)2070.00.02.7946.840.01.29-4.440.06.3977.50.0126.8725.170.011.88-3.960.04.044.120.04.6319.640.05.1330.530.05.7846.70.06.0636.180.04.6319.640.0--0.00
20Q3 (2)2070.00.01.9029.250.01.35136.840.03.60113.020.0101.3657.270.012.37-20.350.03.88-10.60.03.87-16.590.03.9340.360.03.9430.030.04.45-34.750.03.87-16.590.0--0.00
20Q2 (1)2070.00.01.470.00.00.570.00.01.690.00.064.450.00.015.530.00.04.340.00.04.640.00.02.80.00.03.030.00.06.820.00.04.640.00.0--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)
2025/331.5115.7513.8488.66.0988.60.65-
2025/227.22-8.8831.7157.092.2495.950.6-
2025/129.87-23.12-15.0629.87-15.06112.220.51-
2024/1238.86-10.6323.67438.5419.41123.510.39-
2024/1143.485.646.88399.6819.01130.140.37-
2024/1041.16-9.51-9.33356.1920.68131.690.37-
2024/945.490.991.02315.0326.14128.60.46-
2024/845.0418.2874.33269.5431.66115.770.51客戶需求出貨增加
2024/738.0816.5958.93224.525.5105.860.56客戶需求出貨增加
2024/632.66-7.0123.86186.4320.33102.910.5-
2024/535.12-0.0211.51153.7719.697.930.53-
2024/435.1326.9336.39118.6522.2383.470.62-
2024/327.6833.9210.6683.5117.1183.510.54
2024/220.67-41.246.7855.8420.687.260.51
2024/135.1711.9330.5335.1730.53107.280.42
2023/1231.42-22.763.63367.253.46117.510.33
2023/1140.68-10.3930.19335.833.44131.110.29
2023/1045.40.837.47295.150.6116.260.33
2023/945.0374.2810.49249.75-0.5594.820.56-
2023/825.837.83-30.48204.72-2.6976.160.7
2023/723.96-9.13-27.18178.883.2681.820.65
2023/626.37-16.28-13.08154.9310.483.620.45
2023/531.522.289.86128.5616.8782.260.46
2023/425.762.9821.8597.0619.3570.120.54-
2023/325.0129.2214.271.3118.4771.310.64-
2023/219.35-28.1733.0846.320.9176.620.6-
2023/126.94-11.1313.4626.9413.4688.510.52-
2022/1230.32-2.96-17.69354.95-1.89103.810.47-
2022/1131.25-26.03-30.07324.63-0.1114.240.43-
2022/1042.243.6615.45293.394.67120.150.41-
2022/940.759.6418.33251.143.05110.810.5-
2022/837.1612.9546.16210.390.53100.40.55-
2022/732.98.4632.73173.23-5.7791.910.61-
2022/630.335.8116.87140.33-11.7780.140.66-
2022/528.6735.634.45109.99-17.3671.70.73-
2022/421.14-3.48-25.3281.33-23.0257.580.91-
2022/321.950.58-12.2160.19-22.1860.190.9-
2022/214.54-38.76-26.7738.29-26.9375.130.72-
2022/123.75-35.53-27.0223.75-27.02105.270.51-
2021/1236.84-17.55-6.65361.815.01118.110.44-
2021/1144.6822.11-2.21324.976.52115.710.44-
2021/1036.596.25-12.63280.298.0696.450.53-
2021/934.4335.43-30.63243.712.0584.650.72-
2021/825.432.57-4.42209.2724.6876.170.8-
2021/724.79-4.49-0.56183.8430.1678.190.78-
2021/625.95-5.4317.69159.0636.7481.710.53-
2021/527.45-3.0326.67133.141.280.70.54-
2021/428.313.4536.82105.6645.5473.110.59-
2021/324.9525.61-5.0477.3549.0277.350.57-
2021/219.86-38.97179.6752.4104.4391.870.48主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2021/132.54-17.5375.632.5475.6117.70.37主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1239.46-13.6363.64344.52-5.44127.040.3主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1145.699.164.31305.06-10.34137.220.28主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1041.88-15.6321.14259.36-16.98118.120.32-
2020/949.6486.6139.8217.48-21.73101.170.41-
2020/826.66.71-25.74167.84-30.7473.580.57-
2020/724.9313.04-18.31141.24-31.6168.650.61-
2020/622.051.77-25.57116.31-33.9164.410.41-
2020/521.674.74-40.8994.26-35.60.0N/A-
2020/420.69-21.26-38.4572.59-33.840.0N/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)2317.948.3752.463.4349.13438.5519.5313.343.254.2537.15.5644.0418.6263.6231.5167.1621.4362.35
2023 (9)2140.05.49-9.562.3019.79366.93.6512.920.473.102.313.86-15.7211.386.0618.85-8.013.2-9.28
2022 (8)2142.396.0724.391.92-25.87353.99-2.1712.866.373.03-0.334.5828.2910.73-2.3720.4929.5214.5528.99
2021 (7)2090.974.88-18.82.59-15.08361.835.0512.09-3.593.04-8.163.57-6.7910.99-3.6815.82-7.1111.28-14.67
2020 (6)2071.476.01-47.923.05-50.65344.45-5.3712.54-9.463.31-46.093.83-44.8911.41-48.9517.03-47.5413.22-48.14
2019 (5)2043.5511.5411.56.18-6.22363.982.5413.854.066.14-5.396.9519.6222.35-2.9532.4619.0825.4923.5
2018 (4)1973.1410.35-43.446.59-15.3354.9533.0413.31-23.816.49-32.685.81-57.2223.03-10.4627.26-35.9620.64-43.01
2017 (3)1914.3718.3078.197.7862.08266.7957.517.47-12.089.64-1.2313.5814.4125.7255.642.5772.3536.2280.11
2016 (2)183-0.5410.27207.494.8075.82169.3938.3919.871.539.7640.2311.87118.616.5393.7924.7203.8120.11213.73
2015 (1)184-0.543.34-50.152.73-39.47122.4-0.6219.5706.9605.4308.53-40.728.13-47.856.41-48.47

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