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)1083.859.096.71-11.9421.565.9419.04127.596.71-73.3921.5648.691.4646.5727.316.768.5918.0213.1224.1914.87-9.55-9.448.7714.6481.957.24-8.2432.8419.73-6.67-12.0414.87-9.55-9.442.7513.05-1.00
24Q4 (19)104-0.957.227.6238.0446.544.99-21.0425.6925.2241.7723.1447.994.0541.9825.58-4.37-6.5715.93-9.23-7.0116.4430.2710.047.65-5.5632.127.8935.5756.2421.1437.729.1416.4430.2710.0414.009.910.96
24Q3 (18)1051.948.255.52-18.2213.356.3222.96138.4917.7944.7516.3546.1223.9554.9226.750.385.2717.557.827.5412.62-32.55-20.638.133.6697.565.82-16.3823.0415.35-23.52-23.4812.62-32.55-20.6317.982.0359.95
24Q2 (17)1034.046.196.7522.287.665.1496.9345.6112.29122.6417.9537.2112.0113.0326.655.964.3116.2812.29.1918.7113.951.086.0625.7323.426.9627.7114.2920.07-10.52-8.118.7113.951.085.1414.2131.34
24Q1 (16)992.062.065.526.1533.012.61-34.26-31.55.52-73.0533.0133.22-1.72-2.3825.15-8.14-4.0414.51-15.29-10.3216.429.9138.684.82-16.75-12.525.457.9235.2422.4315.840.9816.429.9138.685.916.467.78
23Q4 (15)970.03.195.206.7817.383.9749.81-48.7720.4833.94-16.8833.813.54-19.1627.387.75-15.4917.1324.49-23.914.94-6.0449.855.7941.22-38.475.056.7721.119.37-3.4455.4614.94-6.0449.851.98-7.7712.44
23Q3 (14)970.00.04.87-22.33-40.172.65-24.93-54.6215.2946.74-25.0929.77-9.57-26.5825.41-0.55-16.0813.76-7.71-32.6215.90-14.1-18.464.1-16.5-50.484.73-22.33-39.920.06-8.15-17.2815.90-14.1-18.46-6.4214.38-16.14
23Q2 (13)970.03.196.2751.080.163.53-7.35-27.6610.42151.08-14.5932.92-3.262.9725.55-2.52-14.3214.91-7.85-22.2218.5156.33-1.654.91-10.89-19.96.0951.123.0521.8437.273.1618.5156.33-1.65-10.9322.38-29.10
23Q1 (12)973.1910.234.15-6.32-30.023.81-50.847.024.15-83.16-30.0234.03-18.61-0.2126.21-19.1-1.516.18-28.12-3.1111.8418.76-24.545.51-41.45-3.164.03-3.36-23.0915.9127.69-23.5511.8418.76-24.54-7.75-25.95-9.07
22Q4 (11)94-3.096.824.43-45.587.527.7532.71105.5724.6420.7344.8641.813.1124.432.407.032.3522.5110.2442.929.97-48.87-8.539.4113.6577.884.17-47.0115.8312.46-48.62-13.119.97-48.87-8.5314.97-7.7726.19
22Q3 (10)973.1910.238.1430.0366.85.8419.6744.220.4167.358.0940.5526.8427.4430.281.5415.4820.426.5220.2619.503.6142.348.2835.0753.337.8733.1683.4524.2514.5545.0419.503.6142.3410.2917.8028.38
22Q2 (9)946.826.826.265.5636.984.8837.088.9312.20105.7351.9331.97-6.256.3529.8212.069.4719.1714.793.5718.8219.9538.486.137.7310.255.9112.7947.3821.171.7334.518.8219.9538.48-2.4024.7515.75
22Q1 (8)880.01.155.9343.9371.883.56-5.5764.065.93-65.1471.8834.11.4626.4426.618.716.416.706.0324.4415.6943.9437.515.697.5657.185.2445.5675.2520.8145.1231.3815.6943.9437.513.5414.18-6.24
21Q4 (7)880.06.024.12-15.5722.993.77-6.9133.6917.0131.7614.0833.615.6332.0624.48-6.641.2415.75-7.248.5510.90-20.44-3.25.29-2.0443.363.6-16.0829.9614.34-14.236.7810.90-20.44-3.25.74-4.39-8.25
21Q3 (6)880.06.024.886.7821.094.05-9.623.112.9160.7711.5831.825.8519.8926.22-3.742.516.98-8.270.5913.700.819.345.4-2.8820.544.296.9828.8316.726.234.1113.700.819.348.6619.6248.43
21Q2 (5)881.156.024.5732.46-2.354.48106.453.468.03132.756.530.0611.4613.1827.2419.16-5.5218.5137.93-9.4913.5919.11-6.535.5653.592.394.0134.113.6215.74-0.63-9.4913.5919.11-6.53--0.00
21Q1 (4)874.820.03.452.990.02.17-23.050.03.45-76.860.026.975.970.022.86-5.460.013.42-7.510.011.411.330.03.62-1.90.02.997.940.015.8417.940.011.411.330.0--0.00
20Q4 (3)830.00.03.35-16.870.02.82-14.290.014.9128.870.025.45-4.110.024.18-5.470.014.51-14.040.011.26-10.140.03.69-17.630.02.77-16.820.013.43-16.380.011.26-10.140.0--0.00
20Q3 (2)830.00.04.03-13.890.03.29-24.020.011.5753.450.026.54-0.080.025.58-11.270.016.88-17.460.012.53-13.820.04.48-17.50.03.33-13.950.016.06-7.650.012.53-13.820.0--0.00
20Q2 (1)830.00.04.680.00.04.330.00.07.540.00.026.560.00.028.830.00.020.450.00.014.540.00.05.430.00.03.870.00.017.390.00.014.540.00.0--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)
2025/516.9-3.9338.3383.1844.950.45N/A-
2025/417.5910.2346.9966.2946.6849.37N/A-
2025/315.960.8743.148.6946.5648.690.83-
2025/215.82-6.4750.6132.7448.3248.60.83客戶需求增加
2025/116.926.646.2316.9246.2348.860.83-
2024/1215.87-1.3133.84164.5426.0747.990.81-
2024/1116.080.243.83148.6825.2948.290.81-
2024/1016.05-0.7349.06132.623.3748.340.8-
2024/916.160.1854.86116.5520.5146.120.75客戶需求增加
2024/816.1316.7355.47100.3916.3542.980.8客戶需求增加
2024/713.826.154.3884.2511.039.060.88客戶需求增加
2024/613.036.6320.0470.435.237.210.8-
2024/512.222.0710.0557.412.3335.340.84-
2024/411.977.329.1345.190.4333.620.89-
2024/311.156.17-3.1933.22-2.3733.220.78-
2024/210.5-9.2-2.3422.07-1.9533.930.76-
2024/111.57-2.42-1.5911.57-1.5934.60.75-
2023/1211.866.05-10.05130.51-12.0733.80.78-
2023/1111.183.85-22.67118.66-12.2632.380.81-
2023/1010.763.12-24.04107.48-11.0231.580.83-
2023/910.440.58-25.5496.71-9.2929.770.94-
2023/810.3815.91-24.7986.28-6.8230.180.92-
2023/78.95-17.5-29.6975.9-3.6830.90.9-
2023/610.85-2.24-16.9866.951.3232.920.88-
2023/511.11.228.6156.15.8433.590.86-
2023/410.97-4.8126.3945.05.1833.240.87-
2023/311.527.11-0.7834.03-0.2134.031.02-
2023/210.76-8.5-3.6522.510.0835.690.97-
2023/111.75-10.823.7611.753.7639.390.88-
2022/1213.18-8.8211.27148.4321.241.810.91-
2022/1114.462.029.75135.2522.2642.650.89-
2022/1014.171.0933.36120.7921.4241.990.91-
2022/914.021.627.81106.6220.040.551.0-
2022/813.88.3527.892.618.8939.61.02-
2022/712.73-2.5726.6778.817.4636.021.13-
2022/613.0727.934.0666.0715.8431.971.22-
2022/510.2217.792.5853.012.0830.511.28-
2022/48.68-25.27-16.1642.7814.6231.451.24-
2022/311.614.024.4234.126.4334.11.01-
2022/211.16-1.4539.4322.4927.4934.341.0-
2022/111.33-4.3617.5711.3317.5734.321.0-
2021/1211.856.3134.78122.4623.1733.610.85-
2021/1111.144.8433.76110.6222.0532.740.88-
2021/1010.63-3.1127.5599.4820.8632.390.88-
2021/910.971.5930.7288.8520.1131.820.69-
2021/810.87.3928.2677.8818.7530.60.72-
2021/710.053.13.2267.0917.3529.760.74-
2021/69.75-2.133.057.0320.2530.060.66-
2021/59.96-3.7311.9147.2824.5529.640.67-
2021/410.3510.920.3837.3228.4327.690.71-
2021/39.3316.5511.026.9731.8126.970.68-
2021/28.01-16.954.8117.6446.3126.430.69本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2021/19.649.6339.939.6439.9326.750.68-
2020/128.795.517.1799.4236.0825.450.68-
2020/118.33-0.017.0590.6339.7325.050.69-
2020/108.33-0.721.8482.344.1925.140.69-
2020/98.39-0.3135.4973.9747.2326.540.64-
2020/88.42-13.5639.5165.5848.8827.620.61-
2020/79.742.8779.5657.1650.370.0N/A本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/69.476.3371.8347.4345.510.0N/A本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
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)1047.2222.7024.5919.0836.68164.5426.0726.06-0.3816.184.0515.884.1326.6231.1332.1527.9926.1331.31
2023 (9)973.1918.22-17.0313.96-36.66130.51-12.0726.16-12.6315.55-21.7815.25-3.4220.3-31.2125.12-13.1119.9-14.22
2022 (8)946.8221.9649.1822.0452.32148.4321.2129.9418.5719.8822.4115.7927.3429.5148.4428.9150.9723.255.81
2021 (7)886.0214.725.614.4715.58122.4623.1725.25-1.4816.24-1.2812.40-0.7219.8821.5919.1526.2414.8920.66
2020 (6)830.013.9484.1512.5283.8599.4236.0825.6311.1416.4535.9512.4940.9716.3584.9515.1790.112.3490.14
2019 (5)830.07.57-43.596.81-30.7973.06-21.4823.06-7.212.10-15.58.86-29.128.84-33.687.98-44.316.49-44.2
2018 (4)835.0613.42-0.899.8410.1993.0513.9224.854.1914.32-3.3712.50-4.8713.3310.1714.338.5611.638.39
2017 (3)7911.2713.5451.128.9372.3981.684.2123.8553.9714.8256.3313.1460.4412.162.8513.259.6110.7367.13
2016 (2)7110.948.9611.725.1819.0878.3844.9115.49-11.289.48-0.218.19-13.977.4344.558.2747.946.4224.66
2015 (1)646.678.0249.914.3578.2854.0917.5117.4609.5009.5205.14235.955.59162.445.1559.44

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