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)510.00.00.5382.76303.850.65550.0370.831.8339.69632.04.232.0844.3324.41-3.4463.170.3400.0433.330.2780.0307.695.649.09251.616.3536.27239.8717.336.33408.34
23Q3 (19)510.00.00.29-70.100.10266.67132.261.3128.43156.863.182.58-13.1125.2811.86149.560.06500.0137.50.15-69.3905.17-70.0512825.04.66-70.4511550.014.82884.95-66.66
23Q2 (18)510.00.00.971840.046.97-0.06-400.088.681.021940.0100.03.127.0513.1422.60-0.445.520.01-50.0104.350.492350.048.4817.261454.9528.6115.771477.030.015.45979.62-145.84
23Q1 (17)510.00.00.05119.23135.710.02108.33111.110.05-80.0135.712.44-16.15-15.2822.6951.6742.260.02122.22122.220.02115.38128.571.11129.84143.531.00122.03139.22-18.3259.6265.45
22Q4 (16)510.00.0-0.260-273.33-0.2422.58-300.00.25-50.98-76.192.91-20.49-27.7914.9647.68-21.01-0.0943.75-228.57-0.130-262.5-3.72-9400.0-265.33-4.54-11450.0-341.496.54-50.0032.05
22Q3 (15)510.00.00.00-100.0-100.0-0.3141.51-93.750.510.0-43.333.6633.586.410.13-34.77-41.71-0.1630.43-100.00-100.0-100.00.04-99.7-91.840.04-99.67-91.8414.36235.71-76.47
22Q2 (14)510.00.00.66571.43-14.29-0.53-194.44-430.00.51464.29-41.382.74-4.86-14.6415.53-2.63-19.45-0.23-155.5600.33571.43-15.3813.42626.27-2.2612.13575.690.41-16.70189.05-222.22
22Q1 (13)510.00.0-0.14-193.33-240.0-0.18-250.0-400.0-0.14-113.33-240.02.88-28.54-1.0315.95-15.79-31.34-0.09-228.57-325.0-0.07-187.5-240.0-2.55-213.33-228.14-2.55-235.64-244.89-5.70103.33-37.50
21Q4 (12)510.00.00.15400.0266.670.12175.0185.711.0516.67200.04.0317.15106.6718.948.98-18.360.07187.5200.00.08300.0260.02.25359.18181.821.88283.67178.0112.16151.9557.50
21Q3 (11)510.00.00.03-96.1-82.35-0.16-60.0-700.00.903.45100.03.447.1721.9917.38-9.85-17.4-0.080-900.00.02-94.87-75.00.49-96.43-85.420.49-95.94-83.458.74286.95-163.34
21Q2 (10)510.00.00.77670.0140.62-0.10-266.6765.520.87770.0210.713.2110.31-1.8319.28-17.07.050-100.0100.00.39680.0143.7513.73589.95144.3112.08586.36140.1629.77440.56-61.91
21Q1 (9)510.00.00.10211.11350.00.06142.86175.00.10-71.43350.02.9149.2314.1223.230.1317.740.04157.14200.00.05200.0350.01.99172.36326.141.76173.03300.09.1929.09-228.57
20Q4 (8)510.00.0-0.09-152.940.0-0.14-600.0-16.670.35-22.22-65.351.95-30.85-23.2323.2010.278.51-0.07-800.0-75.0-0.05-162.50.0-2.75-181.85-113.18-2.41-181.42-33.89-22.30-99.91-253.45
20Q3 (7)510.00.00.17-46.88-15.0-0.0293.10.00.4560.71-59.092.82-13.76-23.3721.0416.82-1.960.01107.690.00.08-50.0-20.03.36-40.2111.262.96-41.159.237.24426.56-84.70
20Q2 (6)510.00.00.32900.0-62.35-0.29-262.5-220.830.28800.0-68.893.2728.24-30.7218.01-8.72-16.5-0.13-225.0-218.180.16900.0-62.795.62738.64-38.245.03671.59-44.7314.31477.78-114.59
20Q1 (5)510.00.0-0.0455.56-180.0-0.0833.33-500.0-0.04-103.96-180.02.550.39-18.0119.73-7.72-1.84-0.040.0-500.0-0.0260.0-166.67-0.8831.78-200.0-0.8851.11-200.0--0.00
19Q4 (4)510.00.0-0.09-145.00.0-0.12-500.00.01.01-8.180.02.54-30.980.021.38-0.370.0-0.04-500.00.0-0.05-150.00.0-1.29-142.720.0-1.80-166.420.0--0.00
19Q3 (3)510.00.00.20-76.470.0-0.02-108.330.01.1022.220.03.68-22.030.021.46-0.510.00.01-90.910.00.1-76.740.03.02-66.810.02.71-70.220.0--0.00
19Q2 (2)510.00.00.851600.00.00.241100.00.00.901700.00.04.7251.770.021.577.310.00.111000.00.00.431333.330.09.10934.090.09.10934.090.0--0.00
19Q1 (1)510.00.00.050.00.00.020.00.00.050.00.03.110.00.020.100.00.00.010.00.00.030.00.00.880.00.00.880.00.0--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)
2024/30.9395.2-6.822.06-15.32.06N/A-
2024/20.48-27.82-42.631.13-21.172.56N/A-
2024/10.66-53.817.980.667.983.47N/A-
2023/121.433.2846.6112.915.954.20.2-
2023/111.38-0.3927.5211.492.424.160.2-
2023/101.39-0.2162.310.11-0.253.620.23112年10月營業收入淨額較去年同期成長62.31%,係因客戶訂單增加所致。
2023/91.3964.91-2.038.72-6.013.180.96-
2023/80.84-11.08-9.867.33-6.732.841.07-
2023/70.95-9.65-27.656.49-6.313.190.96-
2023/61.05-11.98-16.05.54-1.333.10.84-
2023/51.1938.4126.144.492.863.050.86-
2023/40.86-13.5759.013.3-3.572.690.98112年4月較去年同期成長59.02%,係因111年4月上海封城,生產完成產品無法出貨,去年同期營收基期較低所致。
2023/31.020.18-9.722.44-15.352.440.61-
2023/20.8335.8611.611.44-18.852.410.61-
2023/10.61-37.29-40.80.61-40.82.670.55-
2022/120.97-10.16-41.012.19-10.312.910.65-
2022/111.0826.76-3.5311.22-6.073.360.56-
2022/100.85-39.77-31.8210.13-6.333.210.59-
2022/91.4251.7451.499.28-2.993.660.7係因111年8月(上月)出貨減少,遞延至9月出貨所致。
2022/80.94-28.63-17.417.86-8.93.490.73-
2022/71.314.89-4.366.92-7.623.50.73-
2022/61.2532.18-9.45.61-8.352.741.13-
2022/50.9474.4719.834.36-8.042.591.19-
2022/40.54-50.93-48.253.42-13.62.391.29-
2022/31.148.6-3.822.88-1.142.881.26-
2022/20.74-27.945.721.770.63.421.06-
2022/11.03-37.5-2.791.03-2.793.80.95-
2021/121.6546.9185.9513.5928.334.030.74去年因疫情嚴峻,東年亞國家封城,原料無法如期到貨,影響生產及銷售,致去年營收偏低
2021/111.12-10.4184.0711.9419.253.310.89去年因疫情嚴峻,東年亞國家封城,原料無法如期到貨,影響生產及銷售,致去年營收偏低
2021/101.2533.8465.2810.8215.043.320.89去年因疫情嚴峻,東年亞國家封城,原料無法如期到貨,影響生產及銷售,致去年營收偏低
2021/90.94-17.281.589.5610.633.440.81-
2021/81.13-17.3566.368.6311.723.880.72110年8月較去年同期成長66.36%,主係因PND銷量增加,收入增加34,272千元所致。(109年因Covid-19疫情影響停工)
2021/71.37-0.6312.237.56.433.540.79-
2021/61.3874.8434.426.135.223.210.51-
2021/50.79-24.66-37.754.75-1.022.980.55-
2021/41.05-8.816.913.9612.162.90.57-
2021/31.1563.3682.042.9114.172.910.42本月較去年同期成長82.04%,係因新產品出貨及原有客戶產品小改款後的出貨所致。
2021/20.7-33.74-11.861.76-8.122.340.53-
2021/11.0683.83-5.461.06-5.462.250.55-
2020/120.58-5.43-35.9410.59-24.671.950.61-
2020/110.61-19.55-36.1510.01-23.92.290.52-
2020/100.76-17.7310.479.4-22.942.360.5-
2020/90.9235.465.128.64-24.932.820.21-
2020/80.68-44.24-44.237.72-27.412.930.2-
2020/71.2219.01-23.087.04-25.233.510.17-
2020/61.03-19.03-38.625.82-25.663.270.24-
2020/51.2729.4-21.14.8-22.152.880.27-
2020/40.9855.25-32.13.53-22.522.410.32-
2020/30.63-20.9-53.462.55-18.082.550.32109年3月較去年同期減少53.46%,係因新冠肺炎以及客供料不足所致
2020/20.8-28.93-4.411.929.182.820.29-
2020/11.1224.5521.461.1221.462.980.27-
2019/120.9-5.73-19.9314.0620.52.540.41-
2019/110.9639.1837.5613.1624.822.520.41-
2019/100.69-21.7231.6512.223.922.780.37-
2019/90.88-28.1336.4211.5223.483.680.17-
2019/81.22-23.144.0210.6422.534.480.14-
2019/71.59-5.0321.399.4220.24.860.13-
2019/61.674.0721.47.8319.964.720.25-
2019/51.6111.3523.276.1619.580.0N/A-
2019/41.446.4278.084.5518.330.0N/A客戶訂單及急單增加
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)510.01.83632.00.71012.915.9123.8672.030.3900.96405.260.93615.38
2022 (9)510.00.25-76.19-1.25012.19-10.313.87-29.02-0.5800.19-68.850.13-75.47
2021 (8)510.01.05200.0-0.08013.5928.3319.54-3.220.0400.61205.00.53194.44
2020 (7)510.00.35-65.0-0.51010.59-24.6820.19-4.67-0.2400.2-62.960.18-64.71
2019 (6)510.01.00900.00.12014.0620.4821.184.130.0800.54800.00.51920.0
2018 (5)510.00.100-0.78011.67-1.120.342.01-0.3900.0600.050
2017 (4)510.0-0.900-1.45011.8-10.3319.94-10.34-0.750-0.470-0.460
2016 (3)510.00.21-80.91-0.37013.160.8422.24-2.28-0.2400.06-90.00.11-80.36
2015 (2)510.01.10-32.520.14-79.7113.05-5.6422.760.750.12-73.330.6-35.480.56-32.53
2014 (1)510.01.63-18.910.69-38.3913.83-2.6122.5900.45-40.790.93-23.140.83-18.63

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