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)1510.00.01.00-45.65284.620.81-10.99376.473.7536.3636.364.25-18.5834.9237.59-5.3429.620.89-42.58117.071.51-45.88287.1827.79-50.9863.4736.49-35.43166.357.46107.56101.40
23Q3 (19)1510.00.01.84260.7819.480.91213.79378.952.75202.210.445.2233.553.0839.7113.6257.081.55127.94330.562.79262.3419.7456.69120.07-19.6156.51146.45-19.8731.91145.77119.94
23Q2 (18)1510.00.00.5130.77-23.880.2926.09-48.210.91133.33-4.213.9130.33-23.9334.9511.4122.120.6851.11-29.170.7728.33-24.5125.7611.1816.5622.93-0.959.2412.7940.3830.69
23Q1 (17)1510.00.00.3950.039.290.2335.2921.050.39-85.8239.293.0-4.76-20.2131.378.1740.860.459.7655.170.653.8542.8623.1736.29104.8623.1568.98104.69-6.19-16.5612.38
22Q4 (16)1510.00.00.26-83.12-55.170.17-10.53-54.052.7510.4448.653.15-7.62-14.8629.0014.7239.960.4113.89156.250.39-83.26-55.1717.00-75.8935.6713.70-80.57-42.27-20.6423.36-38.30
22Q3 (15)1510.00.01.54129.8555.560.19-66.07111.112.49162.1196.063.41-33.66-19.3925.28-11.6728.190.36-62.538.462.33128.4356.3870.52219.185.7370.52235.9795.241.52134.5764.34
22Q2 (14)1510.00.00.67139.29570.00.56194.74609.090.95239.29239.295.1436.760.6228.6228.5179.550.96231.031060.01.02142.86580.022.1095.4226.4420.9985.59229.5119.1643.7873.05
22Q1 (13)1510.00.00.28-51.7255.560.19-48.6590.00.28-84.8655.563.761.6211.5722.277.486.250.2981.2526.090.42-51.7250.011.31-9.745.911.31-52.347.0-5.46-46.56131.23
21Q4 (12)1510.00.00.58-41.41176.190.37311.11408.331.8545.6749.193.7-12.5323.3320.725.0718.810.16-38.46328.570.87-41.61171.8812.53-67.0-12.5623.73-34.3105.639.83424.30246.47
21Q3 (11)1510.00.00.99890.04.210.09181.820.01.27353.5723.34.2332.1955.5119.7223.71-31.740.26360.023.811.49893.334.237.97460.86-31.7536.12467.03-34.5713.57422.78-14.09
21Q2 (10)1510.0-1.310.10-44.44-23.08-0.11-210.0-650.00.2855.56211.113.2-5.0434.4515.94-23.95-23.29-0.1-143.48-225.00.15-46.43-25.06.77-36.61-37.666.37-39.74-39.513.65-29.36-13.33
21Q1 (9)1510.00.00.18-14.29460.00.10183.33147.620.18-85.48460.03.3712.33188.0320.9620.18455.970.23428.57169.70.28-12.5500.010.68-25.47247.3110.57-8.41247.0111.31-46.09-25.00
20Q4 (8)1510.00.00.21-77.8923.53-0.12-233.33-192.311.2420.3940.913.010.29-5.9617.44-39.63-22.93-0.07-133.33-131.820.32-77.6223.0814.33-74.2464.1511.54-79.0934.8112.29276.4458.33
20Q3 (7)151-1.310.00.95630.7720.250.09350.0169.231.031044.4445.072.7214.294.6228.8939.03103.740.21162.5223.531.43615.019.1755.63412.2517.3655.20424.2218.358.86495.38229.76
20Q2 (6)1531.321.320.13360.0550.00.02109.52110.530.09280.0212.52.38103.4221.4320.78451.1939.370.08124.24127.590.2385.71566.6710.86249.79828.2110.53246.451267.5320.05115.30-76.01
20Q1 (5)1510.00.0-0.05-129.4150.0-0.21-261.5422.22-0.05-105.6850.01.17-63.32-15.223.77-83.3438.6-0.33-250.019.51-0.07-126.9253.33-7.25-183.0534.27-7.19-184.031.46--0.00
19Q4 (4)1510.00.00.17-78.480.00.13200.00.00.8823.940.03.1922.690.022.6359.590.00.22229.410.00.26-78.330.08.73-81.580.08.56-81.650.0--0.00
19Q3 (3)1510.00.00.793850.00.0-0.1331.580.00.71987.50.02.632.650.014.18-4.90.0-0.1741.380.01.23900.00.047.403951.280.046.665959.740.0--0.00
19Q2 (2)1510.00.00.02120.00.0-0.1929.630.0-0.0820.00.01.9642.030.014.91448.160.0-0.2929.270.00.03120.00.01.17110.610.00.77107.340.0--0.00
19Q1 (1)1510.00.0-0.100.00.0-0.270.00.0-0.100.00.01.380.00.02.720.00.0-0.410.00.0-0.150.00.0-11.030.00.0-10.490.00.0--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)
2024/21.4270.0919.952.2626.924.19N/A-
2024/10.84-56.6740.850.8440.854.25N/A-
2023/121.9329.93208.7516.396.034.250.57本月係因光電非消費性產品出貨及電線電纜產品依客戶施工需求增加所致。
2023/111.4877.6718.9214.46-2.54.10.59-
2023/100.84-53.07-34.5612.98-4.464.340.56-
2023/91.783.5621.6612.14-1.345.220.54-
2023/81.72-0.29109.6610.36-4.454.760.59本月係因光電非消費性產品出貨及電線電纜產品依客戶施工需求增加所致。
2023/71.7231.3553.398.64-13.794.450.63主係電線電纜產品依客戶施工需求出貨增加所致。
2023/61.31-7.19-26.666.92-22.273.910.69-
2023/51.4119.48-16.115.6-21.173.820.71-
2023/41.18-3.44-28.754.19-22.743.60.75-
2023/31.233.46-37.613.0-20.093.00.87-
2023/21.1999.7216.951.78-0.892.41.09-
2023/10.59-5.02-24.050.59-24.052.471.06-
2022/120.62-49.95-54.2315.466.643.150.76本月差異原因:係因光電非消費性產品出貨減少及電線電纜產品依客戶施工需求減少所致。
2022/111.25-2.2350.3814.8312.973.990.6本月增加:係因電線電纜產品依客戶施工需求增加所致。
2022/101.28-12.76-14.9713.5810.453.560.67-
2022/91.4678.48-4.8712.3113.993.410.82-
2022/80.82-27.05-14.7810.8417.123.730.75-
2022/71.12-37.19-34.9110.0220.834.60.61-
2022/61.796.14103.448.935.495.140.56本月增加原因:主係電線電纜產品依客戶施工需求出貨增加所致。
2022/51.691.4858.667.1124.985.310.54本月增加原因:係因光電非消費性產品出貨增加所致。
2022/41.66-15.4532.75.4217.234.640.62-
2022/31.9793.9727.283.7611.493.760.91-
2022/21.0129.692.191.79-1.833.161.09-
2022/10.78-42.77-6.610.78-6.612.981.16-
2021/121.3764.4624.2314.4956.433.70.88本年度增加原因:係因光電非消費性產品出貨增加所致。
2021/110.83-44.72-15.3413.1360.763.870.84本年度增加原因:係因光電非消費性產品出貨增加所致。
2021/101.5-2.463.1712.371.144.00.82本月及本年度增加原因:係因光電非消費性產品出貨增加所致。
2021/91.5459.8924.8110.872.324.230.79本年度增加原因:係因光電非消費性產品出貨增加所致。
2021/80.96-44.28163.279.2683.953.570.93本月及本年度增加原因:係因光電非消費性產品出貨增加所致。
2021/71.7396.353.838.2977.743.670.91本月及本年度增加原因:係因光電非消費性產品出貨增加所致。
2021/60.88-17.21-22.876.5785.323.20.86本年增加原因:係因光電非消費性產品出貨增加所致。
2021/51.06-15.1223.985.69136.693.860.71本年增加原因:係因光電非消費性產品出貨增加所致。
2021/41.25-18.89229.64.62199.213.790.73本月及本年增加原因:係因電線電纜產品依客戶施工需求月份出貨及光電非消費性產品出貨增加所致。
2021/31.5455.73384.93.37189.33.370.74本月及本年增加原因:係因電線電纜產品依客戶施工需求月份出貨及光電非消費性產品出貨增加所致。
2021/20.9918.51194.471.83115.782.930.86本月增加原因:係電線電纜產品依客戶施工需求月份出貨增加所致。
2021/10.84-23.8663.880.8463.882.920.86本月增加原因:係光電非消費性產品出貨增加所致。
2020/121.112.0623.919.261.463.00.66-
2020/110.986.54-22.58.17-0.943.130.63-
2020/100.92-25.34-11.497.192.962.520.79-
2020/91.23237.26-6.596.275.492.720.59-
2020/80.37-67.44-39.445.038.942.630.61-
2020/71.12-1.5865.974.6716.223.120.51與去年同期增加:係因電線電纜產品依客戶施工需求月份出貨,使得營業額變動增加。
2020/61.1433.0967.843.546.142.380.77與去年同期增加:係因電線電纜產品依客戶施工需求月份出貨,使得營業額變動增加。
2020/50.86125.62-0.052.4-9.631.561.17-
2020/40.3819.31-9.371.55-14.191.041.76-
2020/30.32-5.42-17.391.17-15.651.171.42-
2020/20.34-34.043.890.85-14.981.730.96-
2020/10.51-42.43-24.070.51-24.072.660.62-
2019/120.89-29.9157.489.1323.373.190.36較去年同期月增主係光電工控產品訂單出貨增加及電線電纜產品依客戶工程進度出貨增加所致。
2019/111.2721.67294.688.2416.823.630.32較去年同期月增主係光電工控產品訂單出貨增加及電線電纜產品依客戶工程進度,本期出貨量增加所致。
2019/101.04-21.21181.686.983.62.960.39較去年同期月增主係光電由消費性產品轉至工控領域,顯見轉型效益及電線電纜產品依客戶工程進度,本期出貨量增加所致。
2019/91.32118.662.415.94-6.722.60.61-
2019/80.6-10.77-13.664.62-9.041.960.81-
2019/70.68-0.4716.824.02-8.32.210.72-
2019/60.68-20.75-55.883.34-12.131.960.7與去年同期減少主因:係因電線電纜產品依客戶施工需求月份出貨,使得營業額變動減少。
2019/50.86104.6102.532.6617.71.660.82與去年同期增加主因;係因電線電纜產品依客戶施工需求月份出貨,使得營業額變動增加。
2019/40.428.7534.561.8-1.860.0N/A-
2019/30.3918.943.691.38-9.310.0N/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)1510.03.7436.52.25102.716.396.0236.5038.213.5677.115.8530.05.6836.54
2022 (9)1510.02.7448.911.11141.315.466.6926.4135.922.01272.224.569.814.1649.1
2021 (8)1510.01.8448.390.46014.4956.4819.43-2.560.5402.6525.02.7948.4
2020 (7)1510.01.2440.91-0.2309.261.4219.9428.15-0.102.1253.621.8840.3
2019 (6)1510.00.8811.39-0.4609.1323.5515.5613.66-0.6401.38-3.51.3412.61
2018 (5)1510.00.790-0.8907.39-17.3413.690.66-1.0901.4301.190
2017 (4)1510.0-0.040-0.4508.94-38.613.6075.48-0.730-0.110-0.060
2016 (3)1510.0-1.010-1.68014.56-34.337.750-1.470-0.470-1.530
2015 (2)1510.0-17.360-7.17022.17-57.32-13.900-6.910-22.350-26.260
2014 (1)1510.0-11.920-7.30051.94-37.19-3.280-10.30-17.320-18.040

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