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(%)
24Q2 (20)870.00.00.8510.3914.860.5480.0116.01.62110.3955.7710.1317.9318.4820.08-0.1-1.186.8526.6225.927.33-6.98-3.040.6950.050.00.748.8213.859.47-7.97-9.727.33-6.98-3.04-1.455.865.95
24Q1 (19)870.00.00.771.32156.670.30-68.09-18.920.77-72.3156.678.59-20.833.4920.10-3.830.855.41-40.427.777.8828.55147.020.46-53.549.520.681.49161.5410.2933.81139.867.8828.55147.02-8.35-10.56-10.61
23Q4 (18)870.0-1.140.76-22.4543.40.9446.8727.032.7837.62-8.8510.854.1318.0620.90-1.744.459.0818.54-0.876.13-25.4320.430.9923.7517.860.67-22.0942.557.69-27.325.346.13-25.4320.4313.004.99101.44
23Q3 (17)870.0-1.140.9832.437.690.64156.0128.572.0294.23-19.5210.4221.87-14.6621.274.6812.077.6640.8163.338.228.7325.50.873.9140.350.8632.317.510.580.8613.648.228.7325.512.4489.5561.78
23Q2 (16)870.0-1.140.74146.67-16.850.25-32.43-44.441.04246.67-35.08.553.01-29.1620.321.969.785.448.372.647.56136.9916.310.469.52-28.120.65150.0-16.6710.49144.5222.837.56136.9916.31-3.3351.63-41.22
23Q1 (15)87-1.14-1.140.30-43.4-57.750.37-50.0-35.090.30-90.16-57.758.3-9.68-32.0219.93-0.44.025.02-45.2-12.853.19-37.33-37.330.42-50.0-40.00.26-44.68-58.064.29-41.23-36.353.19-37.33-37.33-17.20-42.5857.14
22Q4 (14)880.00.00.53-41.76-36.140.74164.29-24.493.0521.5143.199.19-24.73-30.2220.015.437.419.1695.3116.995.09-22.29-7.620.8447.37-18.450.47-41.25-35.627.30-21.595.645.09-22.29-7.62-11.79-19.7563.25
22Q3 (13)880.00.00.912.2542.190.28-37.78-53.332.5156.8791.612.211.16-4.3918.982.54-0.264.69-11.51-25.086.550.7748.190.57-10.94-28.750.82.5642.869.319.0241.496.550.7748.190.0113.80-29.41
22Q2 (12)880.00.00.8925.3564.810.45-21.05-40.01.60125.35138.8112.07-1.15-2.9718.51-3.392.435.30-7.99-17.326.5027.771.50.64-8.57-20.00.7825.8165.968.5426.7172.186.5027.771.5-4.225.45-31.45
22Q1 (11)880.00.00.71-14.46446.150.57-41.84307.140.71-66.67446.1512.21-7.297.219.162.8428.425.76-26.44227.275.09-7.62414.140.7-32.04250.00.62-15.07463.646.74-2.46303.595.09-7.62414.14-2.087.6210.74
21Q4 (10)880.01.150.8329.6984.440.9863.3355.562.1362.6-17.4413.173.131.7818.63-2.1-7.777.8325.0832.715.5124.6680.661.0328.7535.530.7330.3682.56.915.0246.715.5124.6680.662.8924.1121.66
21Q3 (9)880.00.00.6418.5256.10.60-20.0-16.671.3195.52-38.512.772.65-0.7819.035.311.876.26-2.342.294.4216.6258.420.80.01.270.5619.1555.566.5832.6664.914.4216.6258.425.94166.95207.85
21Q2 (8)880.01.150.54315.38-45.450.75435.71-40.00.67415.38-61.0512.449.22-24.7918.0721.11-12.626.41264.2-28.463.79282.83-27.810.8300.0-45.950.47327.27-45.984.96197.01-34.823.79282.83-27.81-1.38122.13178.96
21Q1 (7)881.151.150.13-71.11-82.190.14-77.78-68.890.13-94.96-82.1911.39-11.9811.4514.92-26.14-30.411.76-70.17-71.570.99-67.54-83.950.2-73.68-68.250.11-72.5-82.541.67-64.54-80.330.99-67.54-83.95-5.72-30.68-45.14
20Q4 (6)87-1.141.160.459.76-51.090.63-12.5-44.742.5821.13-23.6712.940.54-7.3720.208.14-10.585.90-3.59-40.223.059.32-46.30.76-3.8-44.930.411.11-49.374.7118.05-44.133.059.32-46.3-10.83-24.42-27.45
20Q3 (5)881.152.330.41-58.59-64.350.72-42.4-28.712.1323.84-13.4112.87-22.19-0.8518.68-9.67-23.06.12-31.7-40.812.79-46.86-63.720.79-46.62-41.040.36-58.62-64.03.99-47.57-64.472.79-46.86-63.72--0.00
20Q2 (4)870.00.00.9935.620.01.25177.780.01.72135.620.016.5461.840.020.68-3.540.08.9644.750.05.25-14.910.01.48134.920.00.8738.10.07.61-10.370.05.25-14.910.0--0.00
20Q1 (3)871.160.00.73-20.650.00.45-60.530.00.73-78.40.010.22-26.840.021.44-5.090.06.19-37.280.06.178.630.00.63-54.350.00.63-20.250.08.490.710.06.178.630.0--0.00
19Q4 (2)860.00.00.92-20.00.01.1412.870.03.3837.40.013.977.630.022.59-6.880.09.87-4.550.05.68-26.140.01.382.990.00.79-21.00.08.43-24.930.05.68-26.140.0--0.00
19Q3 (1)860.00.01.150.00.01.010.00.02.460.00.012.980.00.024.260.00.010.340.00.07.690.00.01.340.00.01.00.00.011.230.00.07.690.00.0--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)
2024/92.95-5.72-20.1728.022.759.3N/A-
2024/83.13-2.95-14.6425.076.349.76N/A-
2024/73.22-5.465.0121.9510.210.03N/A-
2024/63.410.314.2518.7311.1410.130.34-
2024/53.42.0715.2515.3212.810.250.34-
2024/43.33-5.5942.8711.9212.138.740.4-
2024/33.5387.1614.538.593.58.590.38-
2024/21.88-40.84-32.855.07-2.998.50.39-
2024/13.18-7.1631.623.1831.6210.280.32-
2023/123.43-6.512.2838.12-16.5610.850.32-
2023/113.67-2.1221.6734.69-18.6211.110.31-
2023/103.751.5120.0231.02-21.6911.10.31-
2023/93.690.8-8.2427.27-25.2610.420.38-
2023/83.6619.4-11.3723.58-27.3710.00.4-
2023/73.07-6.15-24.2819.92-29.79.280.43-
2023/63.2710.89-29.416.85-30.618.550.41-
2023/52.9526.53-33.3413.58-30.898.360.42-
2023/42.33-24.32-22.7310.63-30.188.210.43-
2023/33.089.73-37.028.3-32.038.30.45-
2023/22.8115.95-1.525.22-28.698.280.45-
2023/12.42-20.8-45.982.42-45.988.490.44-
2022/123.051.3-40.4245.68-8.239.190.45-
2022/113.02-3.44-32.3542.63-4.5310.160.4-
2022/103.12-22.39-12.9639.61-1.4511.280.36-
2022/94.02-2.63-7.8936.49-0.3212.210.39-
2022/84.132.010.6632.470.6912.810.37-
2022/74.05-12.5-5.7428.330.713.10.36-
2022/64.634.715.7524.281.8612.070.52-
2022/54.4246.6611.0419.650.9912.320.51-
2022/43.01-38.31-26.1215.23-1.5910.750.58-
2022/34.8971.586.412.217.1912.210.52-
2022/22.85-36.3913.247.337.7312.450.51-
2022/14.48-12.664.494.484.4914.060.46-
2021/125.1315.029.1149.78-5.313.170.5-
2021/114.4624.225.1444.66-6.7112.410.53-
2021/103.59-17.86-10.3640.2-7.8712.060.54-
2021/94.376.4-4.8736.61-7.6112.770.49-
2021/84.11-4.481.0832.24-7.9712.780.49-
2021/74.3-1.821.9828.13-9.1612.660.49-
2021/64.389.94-17.6923.84-10.9212.440.51-
2021/53.98-2.41-24.9319.46-9.2412.660.51-
2021/44.08-11.16-30.9815.48-4.0811.190.57-
2021/34.5982.61-1.511.3911.4711.390.57-
2021/22.52-41.3-0.316.822.3711.50.56-
2021/14.29-8.841.254.2941.2513.220.49-
2020/124.710.83-3.852.5712.5812.940.49-
2020/114.245.91-5.2147.8714.512.840.5-
2020/104.0-12.83-13.2743.6316.8612.660.5-
2020/94.5913.060.8339.6321.1112.870.52-
2020/84.06-3.62-6.0135.0424.3913.60.49-
2020/74.21-20.772.7730.9729.914.840.45-
2020/65.320.2848.7826.7635.5416.540.35-
2020/55.3-10.2870.5121.4432.6115.880.37因新冠肺炎疫情因素,市埸對筆電及桌機需求仍強勁,另通訊產品新運用推出,致本月營收較去年同期大幅成長
2020/45.9126.7857.2716.1323.5813.10.44主要係受惠於5G基地台對散熱模組持續拉貨,致營收大幅成長。
2020/34.6684.8224.310.229.9510.220.44-
2020/22.52-16.8321.995.560.2410.440.43-
2020/13.03-37.89-12.73.03-12.712.390.37-
2019/124.899.235.1246.6934.9513.970.33-
2019/114.47-3.0834.2141.8134.930.0N/A-
2019/104.621.3459.4937.3435.020.0N/A因下半年進入銷售旺季,客戶需求及5G散熱出貨增加,致營收大幅成長。
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
2023 (10)87-1.142.78-7.332.208.3738.12-16.5520.668.116.9915.926.388.872.67-3.263.19-12.842.43-8.99
2022 (9)880.03.0042.862.03-17.4845.68-8.2419.117.726.036.165.8655.442.76-2.473.6642.972.6742.78
2021 (8)881.152.10-17.322.46-19.6149.78-5.3117.74-12.275.68-18.513.77-11.922.83-22.892.56-21.231.87-16.89
2020 (7)871.162.54-23.723.06-16.3952.5712.5920.22-13.996.97-26.484.28-31.743.67-17.163.25-22.252.25-23.21
2019 (6)8613.163.3385.03.66185.9446.6934.9423.5115.649.48136.416.2758.334.43218.714.18154.882.93113.87
2018 (5)7610.141.80267.351.28-2.2934.612.9620.33-11.384.01-6.743.96244.351.395.31.64209.431.37291.43
2017 (4)690.00.49-79.841.31-25.5730.636.4322.94-5.714.30-33.021.15-82.311.32-28.650.53-75.690.35-81.28
2016 (3)69-1.432.4341.281.7646.6728.7812.624.335.146.4220.96.5025.481.8536.032.1832.931.8741.67
2015 (2)700.01.72-27.431.20-32.9625.56-2.8123.14-0.395.31-21.335.18-17.911.36-23.61.64-12.771.32-20.48
2014 (1)7014.752.371.721.794.6826.3-6.1423.2306.7506.3101.782.891.8811.241.6615.28

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