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)106-0.936.00.08-85.71-82.220.27-44.9-53.455.255.63-6.9132.025.514.360.8825.7114.290.09-85.0-80.013.12-16.3319.931.70-85.93-78.565.24-26.1925.55
23Q3 (19)1075.947.00.5633.33-28.210.4996.025.644.974.85-9.3130.3527.2518.690.7125.8116.670.639.53-22.0815.6856.64-10.4512.0833.19-14.5717.18200.0067.44
23Q2 (18)1011.01.00.42366.6727.270.2538.89150.04.7429.5118.823.8512.6623.640.3155.0121.430.43377.7830.310.01279.1710.739.07257.0910.48-2.80143.34-15.04
23Q1 (17)1000.00.00.09-80.0123.680.18-68.97150.03.66-35.1128.4221.17-24.39272.710.2-74.03152.630.09-80.0123.682.64-75.87119.882.54-67.97118.88-16.09-61.16-10.12
22Q4 (16)1000.00.00.45-42.3136.360.5848.7256.765.642.921.0828.009.530.540.7728.33102.630.45-41.5636.3610.94-37.5290.267.93-43.9232.8320.1347.03169.36
22Q3 (15)1000.00.00.78136.36116.670.39290.021.885.4837.341.4825.5732.5622.580.6328.5753.850.77133.33113.8917.5193.69130.0914.1472.23110.4238.67161.60208.89
22Q2 (14)1000.00.00.33186.84560.00.10127.7825.03.9940.017.3519.29239.611.370.14136.84566.670.33186.84725.09.04168.07536.718.21161.04521.97-4.46-14.16-34.76
22Q1 (13)1000.00.0-0.38-215.15-1366.67-0.36-197.3-800.02.85-48.922.155.68-73.52-65.2-0.38-200.0-533.33-0.38-215.15-1366.67-13.28-330.96-3788.89-13.45-325.29-1546.24-22.80-111.74-90.84
21Q4 (12)1000.00.00.33-8.33265.00.3715.62562.55.583.330.3621.452.83-10.850.38-2.56-28.30.33-8.33265.05.75-24.44-22.515.97-11.16267.2331.07305.83157.81
21Q3 (11)1000.00.00.36620.00.00.32300.0-25.585.458.824.0520.869.62-17.710.391400.0-31.580.36800.02.867.61467.63-15.446.72409.09-1.4740.34343.33300.00
21Q2 (10)1000.02.040.0566.67-86.490.08300.0-38.463.421.86-9.3319.0316.61-12.75-0.0350.0-118.750.0433.33-88.89-2.07-675.0-120.71.3241.94-86.34-13.9890.84175.00
21Q1 (9)1000.00.00.03115.0-66.67-0.0450.085.192.79-49.8216.7416.32-32.1735.21-0.06-111.3278.570.03115.0-66.670.36-95.15-91.820.93126.05-76.09-21.34-20.28-34.30
20Q4 (8)1000.00.0-0.20-155.5673.33-0.08-118.650.05.567.1318.5524.06-5.09105.640.53-7.02431.25-0.2-157.1472.977.42-17.56147.78-3.57-152.3577.4822.77-79.1356.09
20Q3 (7)1002.040.00.36-2.763.640.43230.7705.1938.4-20.7625.3516.2367.110.57256.25470.00.35-2.7859.099.00-10.088.286.82-29.4104.847.65154.21189.46
20Q2 (6)98-2.0-2.00.37311.11-7.50.13148.15-59.383.7556.9-46.6621.8180.76.650.16157.14-64.440.36300.0-10.010.00127.2737.749.66148.3370.073.93211.5639.70
20Q1 (5)1000.00.00.09112.0-70.0-0.27-68.75-193.12.39-49.04-55.0812.073.16-52.03-0.28-75.0-165.120.09112.16-70.04.40128.33-44.723.89124.54-35.17--0.00
19Q4 (4)1000.00.0-0.75-440.910.0-0.1600.04.69-28.40.011.70-22.870.0-0.16-260.00.0-0.74-436.360.0-15.53-424.90.0-15.85-575.980.0--0.00
19Q3 (3)1000.00.00.22-45.00.00.00-100.00.06.55-6.830.015.17-25.820.00.1-77.780.00.22-45.00.04.78-34.160.03.33-41.370.0--0.00
19Q2 (2)1000.00.00.4033.330.00.3210.340.07.0332.140.020.45-18.720.00.454.650.00.433.330.07.26-8.790.05.68-5.330.0--0.00
19Q1 (1)1000.00.00.300.00.00.290.00.05.320.00.025.160.00.00.430.00.00.30.00.07.960.00.06.000.00.0--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)
2024/11.47-13.4952.891.4752.894.92N/A因客戶訂單追加需求及新機種量產,訂單增加,致本月與同期比較營收大於50%。
2023/121.69-3.435.0118.623.725.250.38-
2023/111.75-2.3-12.4616.923.595.450.37-
2023/101.8-5.37-11.0315.175.845.320.37-
2023/91.916.52-7.7113.378.614.970.42-
2023/81.6312.71-11.4811.4711.884.60.45-
2023/71.45-5.5-8.49.8417.04.530.46-
2023/61.53-1.461.698.422.864.740.4-
2023/51.55-6.5516.76.8728.844.750.4-
2023/41.668.0144.155.3232.874.360.43-
2023/31.5432.7760.573.6628.313.660.62本期因汽車市場需求成長,客戶訂單增加及新機種量產,致本月與同期比較營收大於50%。
2023/21.1620.8360.392.1211.963.730.6去年同期因農曆春節休假工作天數較少,致本月與同期比較營收差異大於50%。
2023/10.96-40.58-17.960.96-17.964.580.49-
2022/121.61-19.5-9.1517.954.495.640.37-
2022/112.0-0.7112.2616.346.076.080.34-
2022/102.02-1.840.0414.335.255.920.35-
2022/92.0611.75-5.0412.316.165.480.55-
2022/81.8416.63-1.1610.258.744.920.61-
2022/71.584.915.08.4111.174.410.68-
2022/61.513.0834.126.8410.323.990.8-
2022/51.3315.4211.285.335.063.440.92-
2022/41.1520.326.194.03.152.831.12-
2022/30.9632.621.672.851.972.851.04-
2022/20.72-38.1916.641.892.123.670.81-
2022/11.17-34.2-5.161.17-5.164.730.63-
2021/121.78-0.53-2.7617.181.695.580.47-
2021/111.79-11.515.7615.42.235.970.44-
2021/102.02-6.84-1.1213.611.786.050.44-
2021/92.1716.337.811.62.315.40.61-
2021/81.8635.713.19.431.134.360.75-
2021/71.3722.34-0.17.570.653.690.89-
2021/61.12-6.17-2.886.20.823.40.93-
2021/51.210.13-5.75.071.683.220.98-
2021/41.0915.2-18.323.884.22.651.2-
2021/30.9452.14-23.432.7916.712.790.963月營收較2月增加50%以上,係因2月遇農曆春節,工作日數減少致營收減少。
2021/20.62-49.7572.231.8559.193.680.73去年2月受疫情影響,營收大幅下降,因去年同期基期較低,致增減變動超過50%。
2021/11.23-32.5353.351.2353.354.750.56兩期差異係因去年1月農曆春節工作天數減少且玻璃事業終止營運,另109年下半年後台灣接單增加所致。
2020/121.838.1833.8516.89-28.365.560.42-
2020/111.69-17.283.6815.06-32.185.740.4-
2020/102.041.5620.5513.38-35.025.860.4-
2020/92.0111.2615.7211.33-40.05.190.5-
2020/81.8131.49-21.419.32-45.644.330.6-
2020/71.3718.94-45.317.52-49.393.80.68-
2020/61.15-8.89-42.456.14-50.223.750.62上半年營收較去年增減達50%以上,除疫情影響外,主要係因集團玻璃事業終止運營及消費性電子產品部份新機種開發進程減緩所致。
2020/51.27-4.6-42.684.99-51.723.830.61本月較去年同期營收增減百分比達50%以上,主要係因集團玻璃事業終止接單運營以及因部分消費性電子產品新機種開發進程減緩。
2020/41.338.0-52.683.72-54.192.920.8本月較去年同期增減百分比達50%以上,主要係因集團玻璃事業結束及受疫情影響以致供應鏈整體出貨遞延.
2020/31.23242.27-47.832.39-54.982.390.98本月較去年同期增減百分比達50%以上主要係因玻璃事業結束及去年同期部份產品市售鋪貨增長所致。
2020/20.36-55.26-65.821.16-60.682.530.93本月較去年同期增減百分比達50%以上,主要係因新型冠狀病毒疫情所致。
2020/10.8-41.11-57.850.8-57.853.80.62本月較去年同期增減百分比達50%以上,主要係因適逢農曆春節及原東莞嘉鎂營運終止,相關產銷同步結束所致。
2019/121.36-16.19-47.1323.58-12.874.690.49-
2019/111.63-3.81-41.2822.21-9.255.060.46-
2019/101.69-2.5-40.1520.58-5.165.730.4-
2019/91.74-24.44-35.1418.890.076.550.36-
2019/82.3-8.5-23.0217.155.896.820.35-
2019/72.5125.16-3.9914.8612.436.730.35-
2019/62.01-9.255.6412.3416.497.030.42-
2019/52.21-21.2515.8910.3418.867.380.4-
2019/42.8119.0557.198.1319.696.220.47本月較去年同期增減百分比達50%以上,主要係塑模事業部營收大幅成長所致。
2019/32.36124.2669.635.326.30.0N/A本月較去年同期增減百分比達50%以上,主要係塑模事業部營收大幅成長所致。
2019/21.05-44.83-5.122.96-18.080.0N/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)1066.01.07-6.961.1967.6118.623.7327.3625.622.0983.332.0430.771.213.42
2022 (9)1000.01.1549.350.71-4.0517.954.4821.789.171.1467.651.56132.841.1751.95
2021 (8)1000.00.7726.230.74221.7417.181.7219.95-10.380.68-31.310.67-50.740.7726.23
2020 (7)1000.00.61258.820.23-47.7316.89-28.3722.2621.570.9920.731.36161.540.61258.82
2019 (6)1000.00.17-89.820.44-61.0623.58-12.5418.31-10.990.82-47.10.52-74.130.17-89.76
2018 (5)1000.01.67351.351.13117.3126.96-9.3820.5725.21.5539.642.01116.131.66348.65
2017 (4)1000.00.375.710.5236.8429.7516.8516.432.561.1181.970.9366.070.375.71
2016 (3)1000.00.35-63.920.38533.3325.46-7.2816.024.360.6141.860.56-58.210.35-63.92
2015 (2)1000.00.9770.180.06027.46-15.7715.3554.430.4301.3455.810.9770.18
2014 (1)10025.00.57-80.87-0.67032.60.229.940-0.4200.86-74.250.57-77.56

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