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)630.01.61-0.99-62.3-50.0-0.84-50.0-40.0-2.70-56.98-34.330.4-23.0825.0-46.27-296.83-55.84-0.53-47.22-43.24-0.62-63.16-51.22-154.79-107.13-24.43-154.47-107.4-24.17-12.48-63.58-38.63
23Q3 (19)631.611.61-0.61-64.86-110.34-0.56-27.27-3.7-1.72-53.57-27.410.52-1.8933.33-11.66-519.42-93.37-0.36-38.46-2.86-0.38-65.22-111.11-74.73-87.53-54.69-74.48-79.73-54.1720.68-7.094.94
23Q2 (18)620.00.0-0.3750.6739.34-0.4437.1425.42-1.12-49.33-5.660.5343.2476.672.78107.32110.39-0.2640.9131.58-0.2350.039.47-39.8568.0969.06-41.4466.8567.8229.4318.5210.23
23Q1 (17)620.00.0-0.75-13.64-66.67-0.70-16.67-52.17-0.7562.69-66.670.3715.62-27.45-38.00-27.99-666.13-0.44-18.92-51.72-0.46-12.2-64.29-124.87-0.38-122.27-125.01-0.49-122.52-1.17-70.62-13.89
22Q4 (16)620.01.64-0.66-127.59-57.14-0.60-11.11-25.0-2.01-48.89-3.080.32-17.95-57.89-29.69-392.37-285.08-0.37-5.71-23.33-0.41-127.78-57.69-124.40-157.5-264.38-124.40-157.5-264.386.03-37.56-1.32
22Q3 (15)620.00.0-0.2952.4638.3-0.548.47-68.75-1.35-27.3612.340.3930.0-53.57-6.0377.47-563.85-0.357.89-66.67-0.1852.6337.93-48.3162.49-37.56-48.3162.49-37.56-5.598.45-9.89
22Q2 (14)620.0-39.81-0.61-35.56-74.29-0.59-28.26-9.26-1.06-135.56-65.620.3-41.18-57.14-26.76-439.52-488.13-0.38-31.03-11.76-0.38-35.71-5.56-128.79-129.25-152.93-128.79-129.25-152.93-37.03-21.35-12.05
22Q1 (13)621.64-38.0-0.45-7.14-55.17-0.464.1711.54-0.4576.92-55.170.51-32.89-22.73-4.9635.67-428.48-0.293.3314.71-0.28-7.693.45-56.18-64.56-26.05-56.18-64.56-26.05-21.201.75-22.91
21Q4 (12)61-1.61-32.22-0.4210.64-7.69-0.48-50.015.79-1.95-26.62-105.260.76-9.5265.22-7.71-693.08-235.22-0.3-42.8616.67-0.2610.3425.71-34.142.7956.05-34.142.7956.055.24-11.82-4.63
21Q3 (11)62-39.81-34.04-0.47-34.29-193.75-0.3240.74-100.0-1.54-140.62-170.180.8420.03.71.30128.57-93.62-0.2138.24-110.0-0.2919.44-93.33-35.1231.03-89.12-35.1231.03-89.1213.03-27.4918.45
21Q2 (10)1033.08.42-0.35-20.69-775.0-0.54-3.85-800.0-0.64-120.69-52.380.76.06-22.22-4.55-401.32-118.54-0.340.0-580.0-0.36-24.14-800.0-50.92-14.25-954.24-50.92-14.25-954.2424.772.472.46
21Q1 (9)10011.1120.48-0.2925.6423.68-0.528.77-6.12-0.2969.4723.680.6643.4869.231.51165.65110.66-0.345.56-9.68-0.2917.149.38-44.5742.6246.09-44.5742.6246.090.13-59.05-123.74
20Q4 (8)90-4.2626.76-0.39-143.75-8.33-0.57-256.25-96.55-0.95-66.6744.770.46-43.2121.05-2.30-111.28-110.94-0.36-260.0-100.0-0.35-133.33-34.62-77.68-318.31-14.49-77.68-318.31-11.07-26.61-221.88-211.46
20Q3 (7)94-1.0538.24-0.16-300.067.35-0.16-166.6767.35-0.57-35.7159.570.81-10.0179.3120.39-16.91201.29-0.1-100.067.74-0.15-275.055.88-18.57-284.4784.28-18.57-284.4784.2860.39-105.27-39.45
20Q2 (6)9514.4639.71-0.0489.4791.11-0.0687.7687.76-0.42-10.5353.850.9130.77500.024.54273.31169.38-0.0583.8784.38-0.0487.586.67-4.8394.1697.62-4.8394.1697.6266.7041.959.40
20Q1 (5)8316.922.06-0.38-5.5619.15-0.49-68.975.77-0.3877.9119.150.392.63178.57-14.16-167.3679.41-0.31-72.226.06-0.32-23.080.0-82.67-21.8464.92-82.67-18.264.92--0.00
19Q4 (4)714.410.0-0.3626.530.0-0.2940.820.0-1.72-21.990.00.3831.030.021.02204.420.0-0.1841.940.0-0.2623.530.0-67.8542.570.0-69.9440.80.0--0.00
19Q3 (3)680.00.0-0.49-8.890.0-0.490.00.0-1.41-54.950.00.2993.330.0-20.1343.090.0-0.313.120.0-0.34-13.330.0-118.1441.780.0-118.1441.780.0--0.00
19Q2 (2)680.00.0-0.454.260.0-0.495.770.0-0.91-93.620.00.157.140.0-35.3748.560.0-0.323.030.0-0.36.250.0-202.9313.880.0-202.9313.880.0--0.00
19Q1 (1)680.00.0-0.470.00.0-0.520.00.0-0.470.00.00.140.00.0-68.760.00.0-0.330.00.0-0.320.00.0-235.630.00.0-235.630.00.0--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)
2024/30.16-45.4427.010.77109.160.77N/AITO:銷貨額$6,763,123;太陽能及儲能系統建置:銷貨額$6,276,791
2024/20.29-9.12202.290.61151.390.69N/A太陽能及儲能系統建置:銷貨額$22,742,813;ITO:銷貨額$4,776,655
2024/10.32301.28118.030.32118.030.58N/AITO:銷貨額$14,512,704;太陽能及儲能系統建置:銷貨額$14,419,146
2023/120.08-54.17-23.751.8220.50.40.97太陽能及儲能系統建置:銷貨額$4,679,908;3D光學膜:銷貨額$1,041,481
2023/110.1718.6452.751.7423.820.40.97ITO:銷貨額$8,242,921;太陽能及儲能系統建置:銷貨額$7,220,805
2023/100.1586.6646.41.5621.250.430.91太陽能及儲能系統建置:銷貨額$9,504,684;3D光學膜:銷貨額$1,909,559
2023/90.08-61.0-28.441.4119.120.520.75ITO:銷貨額$3,185,217;太陽能及儲能系統建置:銷貨額$1,396,168
2023/80.2-14.2254.991.3423.980.580.68ITO:銷貨額$8,766,423;太陽能及儲能系統建置:銷貨額$8,498,196
2023/70.2471.6561.291.1319.710.580.67ITO:銷貨額$14,706,245;太陽能及儲能系統建置:銷貨額$5,854,489
2023/60.14-34.5327.380.912.120.530.72ITO:銷貨額$8,442,689;太陽能及儲能系統建置:銷貨額$2,966,731
2023/50.2115.8277.630.769.740.520.74太陽能及儲能系統建置:銷貨額$10,661,312;ITO:銷貨額$5,506,186
2023/40.1844.51165.380.55-4.210.40.94ITO:銷貨額$7,656,858;太陽能及儲能系統建置:銷貨額$5,364,958
2023/30.1329.84-7.680.37-27.070.371.06ITO:銷貨額$6,947,653;太陽能及儲能系統建置:銷貨額$3,729,328
2023/20.1-34.45-36.940.24-34.180.351.12ITO:銷貨額$4,351,481;太陽能及儲能系統建置:銷貨額$3,741,407
2023/10.1540.32-32.240.15-32.240.371.06太陽能及儲能系統建置:銷貨額$11,330,964;ITO:銷貨額$1,285,540
2022/120.1-8.19-62.71.51-49.050.321.88ITO:銷貨額$5,031,332;太陽能及儲能系統建置:銷貨額$2,999,615
2022/110.1113.71-53.231.4-47.620.331.85太陽能及儲能系統建置:銷貨額$5,679,900;3D光學膜:銷貨額$2,207,940
2022/100.1-8.76-56.561.29-47.050.341.76太陽能系統建置:銷貨額$6,493,166;台電躉售電費:銷貨額$1,431,040
2022/90.11-15.54-62.371.19-46.050.391.19ITO:銷貨額$4,333,428;防窺補償膜:銷貨額$2,633,300
2022/80.13-10.74-52.291.08-43.550.381.2防窺補償膜:銷貨額$4,663,948;ITO:銷貨額$3,477,857
2022/70.1535.57-46.050.95-42.090.371.24防窺補償膜:銷貨額$7,732,626;3D光學膜:銷貨額$1,265,665
2022/60.11-8.71-58.970.8-41.30.291.12防窺補償膜:銷貨額$5,412,800;3D光學膜:銷貨額$2,641,155
2022/50.1273.04-51.680.69-37.080.321.02ITO:銷貨額$3,486,247;3D光學膜:銷貨額$3,473,057
2022/40.07-49.73-64.630.57-32.910.360.92ITO:銷貨額$3,623,021;硬化光學膜:銷貨額$754,325
2022/30.14-11.29-37.070.51-23.680.510.673D光學膜:銷貨額$5,905,418; ITO:銷貨額$3,528,806
2022/20.15-29.57-27.310.37-17.230.650.52硬化光學膜:銷貨額$7,089,750;ITO:銷貨額$3,328,762
2022/10.22-22.75-8.280.22-8.280.740.46防窺補償膜:銷貨額$10,555,195;ITO:銷貨額$4,447,738
2021/120.2815.1182.252.9615.720.760.66防窺補償膜:銷貨額$8,602,523;硬化光學膜:銷貨額$7,884,123
2021/110.245.6162.222.6811.440.770.65防窺補償膜:銷貨額$8,402,250;3D光學膜:銷貨額$5,256,631
2021/100.23-20.9653.462.438.040.80.63防窺補償膜:銷貨額$12,138,850;ITO:銷貨額$3,730,443
2021/90.297.0746.362.24.780.840.54防窺補償膜:銷貨額$18,193,560;3D光學膜:銷貨額$2,704,835
2021/80.270.9231.921.910.40.810.56防窺補償膜:銷貨額$17,510,470;3D光學膜:銷貨額$5,049,297
2021/70.273.1-32.251.64-3.450.780.58防窺補償膜:銷貨額$18,026,346;ITO:銷貨額$6,438,570
2021/60.267.52-40.921.365.450.70.83防窺補償膜:銷貨額$11,746,855;3D光學膜:銷貨額$6,310,838
2021/50.2426.65-19.471.129.780.650.89防窺補償膜:銷貨額$14,950,128;3D光學膜:銷貨額$4,611,006
2021/40.19-10.5520.890.8657.240.620.94防窺補償膜:銷貨額$11,964,980;ITO:銷貨額$4,290,340
2021/30.222.4567.10.6672.320.660.84防窺補償膜:銷貨額$14,097,145;ITO:銷貨額$2,042,491
2021/20.21-11.14102.480.4574.950.60.93防窺補償膜:銷貨額$15,403,020;ITO:銷貨額$1,697,854
2021/10.2453.556.10.2456.10.541.03防窺補償膜:銷貨額$17,952,711;3D光學膜:銷貨額$3,295,476
2020/120.152.46-9.212.56165.840.461.343D光學膜:銷貨額$8,414,163;防窺補償膜:銷貨額$4,238,761
2020/110.15-0.0844.462.4203.450.51.223D光學膜:銷貨額$6,659,447;防窺補償膜:銷貨額$5,367,525
2020/100.15-24.6241.782.25227.590.561.09防窺補償膜:銷貨額$7,243,548;ITO:銷貨額$2,741,486
2020/90.2-3.4970.692.1261.610.810.9RealD 3D光學膜:銷貨額$4,172,438;防霧膜:銷貨額$4,050,000
2020/80.21-48.17105.641.9309.881.050.69防窺補償膜:銷貨額$8,406,370;防霧膜:銷貨額$6,604,050
2020/70.4-10.07429.81.69366.641.150.64防窺補償膜:銷貨額$22,595,583;防霧膜:銷貨額$5,679,750
2020/60.4546.55606.811.29350.040.910.55防霧膜:銷貨額$24.702,690;防窺補償膜:銷貨額$12,981,245
2020/50.390.14589.950.85278.030.590.84防窺補償膜:銷貨額$15,078,781;防霧膜:銷貨額$7,888,326
2020/40.1623.64262.680.54201.920.391.27RealD 3D光學膜的銷貨額 $819,462
2020/30.1324.1498.440.39182.310.390.83RealD 3D光學膜的銷貨額 $2,534,323
2020/20.1-31.5256.750.26258.850.430.75RealD 3D光學膜的銷貨額 $5,739,535
2020/10.15-10.72260.30.15260.30.430.75RealD 3D光學膜的銷貨額 $8,112,320
2019/120.1763.03613.840.96108.410.381.1RealD 3D光學膜的銷貨額 $7,081,621
2019/110.1-1.93244.810.7980.890.331.28RealD 3D光學膜的銷貨額 $7,662,353
2019/100.11-9.25177.150.6968.720.321.29RealD 3D光學膜的銷貨額 $7,859,267
2019/90.1216.26275.20.5857.440.290.95RealD 3D光學膜的銷貨額 $6,505,503
2019/80.133.52135.30.4637.290.241.17RealD 3D光學膜的銷貨額 $6,046,169
2019/70.0819.9637.520.3623.050.181.53RealD 3D光學膜的銷貨額 $3,691,754
2019/60.0643.0517.790.2919.740.151.72RealD 3D光學膜的銷貨額 $2,246,097
2019/50.04-0.04-18.920.2220.290.0N/ARealD 3D光學膜的銷貨額 $1,775,925
2019/40.04-32.34-23.030.1836.390.0N/ARealD 3D光學膜的銷貨額 $2,594,858
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)631.61-2.700-2.5401.8220.53-20.470-1.590-1.680-1.690
2022 (9)621.64-2.010-2.1701.51-48.99-14.790-1.390-1.260-1.240
2021 (8)61-32.22-1.950-1.8702.9615.62-2.340-1.190-1.20-1.20
2020 (7)9026.76-0.950-1.2902.56166.6712.570-0.820-0.870-0.860
2019 (6)7133.96-1.720-1.8100.96108.7-13.050-1.150-1.230-1.220
2018 (5)53-44.79-3.470-2.8600.46-77.45-152.930-1.80-1.840-1.840
2017 (4)960.01.400-3.9802.04-58.79-24.950-1.7202.1401.350
2016 (3)960.0-4.930-5.8704.95-45.24-23.720-2.550-3.60-4.740
2015 (2)960.0-4.030-5.6709.04-38.96-11.470-3.580-3.890-3.870
2014 (1)960.0-6.610-7.19014.81-5.19-8.690-4.530-6.350-6.350

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