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)6860.88-4.72-1.02-115.48-355.00.68183.95-65.4813.33-6.85-11.9633.07-23.68-50.2424.733.69-27.50.53-76.23-96.09-7.01-115.63-345.1-33.79-127.82-871.46-21.21-120.49-592.11-30.41-57.74117.43
23Q3 (19)6800.0-4.766.590.0-6.66-0.8150.9168.4814.3184.65-2.6543.33-37.13-50.0523.85-27.62-30.142.23-83.69-88.3344.860.07-11.1121.4719.9520.79103.5259.1477.9628.72213.60-112.05
23Q2 (18)680-3.55-5.566.59427.235.04-1.65-275.0-211.327.75520.01.0468.9294.5830.5632.9543.7615.9813.678643.75125.2144.83407.1327.61101.27207.2519.2365.05160.62-2.2423.94319.85-198.67
23Q1 (17)705-2.08-3.691.25212.5-55.52-0.44-122.34-393.331.25-91.74-55.5235.42-46.7-50.9522.92-32.81-22.62-0.16-101.18-101.468.84209.09-57.0232.96652.51-21.8224.96479.12-12.11-35.0559.0927.16
22Q4 (16)7200.84-5.010.40-94.33-91.011.97176.65155.8415.142.9933.8666.46-23.39-18.9134.11-0.093.1413.57-28.99-12.682.86-94.33-91.524.38-95.64-91.844.31-92.59-89.5220.47-24.83-104.13
22Q3 (15)714-0.83-6.37.0644.67167.42-2.57-384.91-198.4714.7091.66115.2386.7564.33-12.0934.1420.17-3.6119.11214.83-16.2950.4643.64151.04100.5618.39296.6958.17-12.58184.8718.7259.17-419.12
22Q2 (14)720-1.64-5.514.8873.67448.31-0.53-453.33-130.647.67172.9583.0552.79-26.89-49.2528.41-4.09-11.636.07-44.46-71.3735.1370.78415.8684.94101.47446.5966.54134.3905.14-19.3918.41-266.93
22Q1 (13)732-3.43-3.942.81-36.85-14.850.15-80.52-94.162.81-75.15-14.8572.21-11.9-42.8229.62-10.43-6.9410.93-29.67-61.0120.57-38.98-18.1542.16-21.4249.7728.40-30.9342.21-14.4215.86-75.51
21Q4 (12)758-0.52-0.794.4568.56-75.50.77-70.5105.2111.3165.59-59.181.96-16.94-56.1333.07-6.639.7915.54-31.93-53.4533.7167.71-75.753.65111.64-63.3441.12101.37-44.66-11.04132.59-9.82
21Q3 (11)7620.00.02.64196.63252.02.6150.87-26.486.8363.01-28.0398.68-5.13-58.3135.4210.1722.6522.837.69-57.5720.1195.15253.2525.3563.1370.7120.42208.46733.47-11.3861.809.09
21Q2 (10)7620.00.00.89-73.03-75.481.73-32.68-22.774.1926.97-51.95104.02-17.63-53.8532.151.0140.2721.2-24.37-37.356.81-72.9-75.3815.54-44.8-24.126.62-66.85-46.22-25.02-77.4342.36
21Q1 (9)762-0.26-1.043.30-81.83-35.172.57117.427.863.30-88.07-35.17126.29-32.4-28.3131.835.6830.6728.03-16.03-1.0925.13-81.89-35.9428.15-80.76-7.819.97-73.13-10.45-26.731119.75-199.33
20Q4 (8)7640.26-0.7818.162321.33305.36-14.77-516.06-334.8227.65191.3689.0186.83-21.06-41.4930.124.2918.4933.38-37.96-41.89138.732338.14302.23146.33885.39857.6674.312933.06585.52-8.021120.99-228.79
20Q3 (7)7620.0-1.040.75-79.34-82.993.5558.4826.339.498.83-6.5236.685.01-14.9228.8826.024.8653.858.9820.475.69-79.43-83.2614.85-27.49-30.442.45-80.1-80.016.48-54.0134.96
20Q2 (6)762-1.04-1.043.63-28.682.542.2411.44181.458.7271.3251.92225.3827.9440.2122.92-5.91-0.6133.8419.41130.5227.66-29.491.3920.48-32.92-45.8612.31-44.8-27.55-8.44-7.53-28.30
20Q1 (5)7700.00.05.0913.62131.362.01-68.0432.245.09-65.21131.36176.16-44.8311.4724.36-4.17-3.9128.34-50.6616.5339.2313.74131.3130.5399.856.4822.30105.72107.64--0.00
19Q4 (4)7700.00.04.481.590.06.29123.840.014.6344.140.0319.3314.80.025.429.90.057.4428.620.034.491.470.015.28-28.430.010.84-11.510.0--0.00
19Q3 (3)7700.00.04.4124.580.02.81202.180.010.1576.830.0278.1773.050.023.130.30.044.66204.220.033.9924.60.021.35-43.560.012.25-27.90.0--0.00
19Q2 (2)7700.00.03.5460.910.0-2.75-280.920.05.74160.910.0160.751.710.023.06-9.030.014.68-39.640.027.2860.850.037.8393.90.016.9958.190.0--0.00
19Q1 (1)7700.00.02.200.00.01.520.00.02.200.00.0158.040.00.025.350.00.024.320.00.016.960.00.019.510.00.010.740.00.0--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)
2024/210.05-22.59-6.7323.042.0533.35N/A-
2024/112.9825.919.9612.989.9635.11N/A
2023/1210.31-12.75-36.5180.74-35.0333.060.68-
2023/1111.828.09-47.47170.43-34.9534.610.65
2023/1010.93-7.76-60.71158.6-33.7936.840.61終端需求疲弱,以及客戶新舊機種交替空窗期,導致十月營收年減61%
2023/911.86-15.64-60.28147.67-30.2643.280.47終端需求疲弱導致九月營收年減60%
2023/814.05-19.07-51.03135.78-25.3552.620.39終端需求疲弱導致八月營收年同比下滑逾50%
2023/717.37-18.07-38.44121.7-20.5664.540.32
2023/621.2-18.39-3.76104.33-16.5268.940.39
2023/525.9819.3333.283.18-19.1960.580.44
2023/421.7769.6194.7557.18-31.4245.380.59通路與料件庫存逐步去化,客戶拉貨動能回升,致本月營收大幅增長
2023/312.8319.09-52.1735.42-50.9535.420.99
2023/210.78-8.73-36.6922.58-50.2838.820.9
2023/111.81-27.3-58.3611.81-58.3650.550.69
2022/1216.24-27.82-38.31278.21-32.366.570.51
2022/1122.5-19.13-17.63262.02-31.8780.180.42
2022/1027.83-6.76-1.7239.57-32.9486.380.39
2022/929.854.0-5.28211.74-35.6386.770.42-
2022/828.71.72-11.6181.91-38.8578.940.47
2022/728.2128.07-18.71153.21-42.1969.740.53
2022/622.0312.96-33.93124.99-45.7252.710.79
2022/519.574.47-40.27102.94-47.7457.510.72
2022/411.18-58.34-70.6183.38-49.2555.030.75
2022/326.8357.62-41.0472.21-42.8272.220.46
2022/217.02-39.97-52.4745.42-43.7671.710.46
2022/128.367.71-36.928.36-36.982.010.41
2021/1226.33-3.63-60.22410.95-50.1981.960.4
2021/1127.32-3.49-53.34384.62-49.3187.150.38
2021/1028.31-10.16-54.42357.3-48.9892.30.36
2021/931.52-2.93-61.06328.99-48.4598.70.33
2021/832.47-6.45-57.96297.49-46.61100.530.32
2021/734.714.09-55.79265.02-44.79100.710.32
2021/633.352.12-55.34230.31-42.64104.030.35
2021/532.65-14.15-55.57196.97-39.73116.210.31
2021/438.04-16.43-50.72164.33-35.13119.370.3
2021/345.5227.09-40.75126.29-28.3126.280.36
2021/235.82-20.3177.1680.76-18.66146.960.31
2021/144.95-32.1-43.1844.95-43.18169.710.27
2020/1266.213.02-25.08825.06-9.95186.890.32
2020/1158.57-5.72-46.67758.88-8.34201.640.3-
2020/1062.12-23.25-48.73700.35-2.47220.310.27
2020/980.954.8-22.24638.236.91236.710.41
2020/877.24-1.62-11.6557.313.05230.440.42
2020/778.525.13-9.54480.0618.36226.690.42
2020/674.681.6118.81401.5425.95225.370.41
2020/573.5-4.7834.47326.8527.71227.520.4-
2020/477.190.4678.74253.3625.9174.240.53
2020/376.83280.073.15176.1611.46176.160.74
2020/220.22-74.44-41.2999.318.83187.680.7-
2020/179.11-10.4761.1379.1161.13277.290.47
2019/1288.36-19.5431.91916.28-3.97319.360.44-
2019/11109.82-9.3614.15827.95-6.67335.110.42-
2019/10121.1716.38-5.66718.13-9.2312.670.45-
2019/9104.1119.1412.69596.95-9.89278.30.62-
2019/887.380.674.7492.96-13.54237.040.72-
2019/786.838.0915.77405.59-16.64204.310.84-
2019/662.8515.0-12.69318.79-22.55160.691.36-
2019/554.6526.55-21.38255.92-24.64172.321.27-
2019/443.18-42.01-34.58201.23-25.490.0N/A-
2019/374.48116.2814.31158.04-22.550.0N/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)686-4.7213.32-11.85-2.210180.74-35.0327.30-14.3416.27-67.26122.93-25.6991.51-16.06
2022 (9)720-5.0115.1134.43-0.980278.21-32.331.87-3.4849.69-43.28165.4337.05109.0227.14
2021 (8)758-0.7911.24-59.017.670410.95-50.1933.0224.2887.6-41.35120.71-70.4585.75-59.42
2020 (7)764-0.7827.4288.71-6.970825.06-9.9626.579.34149.355.85408.47104.41211.387.46
2019 (6)7700.014.53-59.497.87-66.79916.28-3.9724.30-39.97141.09-52.34199.83-51.64112.72-59.7
2018 (5)7700.035.8727.9723.70-27.83954.162.2740.48-10.02296.04-11.45413.1926.18279.7228.06
2017 (4)7700.028.03-0.8132.8433.39932.9617.9344.993.47334.3321.61327.450.37218.43-0.8
2016 (3)7700.028.26-13.1524.62-14.93791.14-4.043.48-6.07274.91-6.58326.25-5.97220.2-12.34
2015 (2)7701.3232.5440.228.9438.27824.1349.0946.29-1.97294.2646.95346.9747.36251.2140.52
2014 (1)7601.223.2129.5920.9340.94552.7727.8247.220200.2543.9235.4534.33178.7729.53

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