- 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
| 加權平均股數 QoQ YoY | EPS 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) | 93 | 0.0 | 0.0 | -0.22 | -137.93 | 74.71 | 0.26 | 425.0 | 0 | 0.42 | -34.38 | 171.19 | 2.31 | 12.14 | 62.68 | 16.82 | 20.66 | 1928.26 | 0.15 | 1600.0 | 165.22 | -0.2 | -137.04 | 75.31 | -12.24 | -142.16 | 83.44 | -8.88 | -133.91 | 84.51 | 41.20 | 171.03 | 244.32 |
| 23Q3 (19) | 93 | 0.0 | 0.0 | 0.58 | 480.0 | 100.0 | -0.08 | 63.64 | 85.96 | 0.64 | 966.67 | 128.57 | 2.06 | 70.25 | 83.93 | 13.94 | 3268.18 | 202.27 | -0.01 | 95.24 | 97.56 | 0.54 | 500.0 | 100.0 | 29.03 | 362.26 | -16.15 | 26.19 | 256.33 | 8.13 | 22.70 | 415.00 | -28.18 |
| 23Q2 (18) | 93 | 0.0 | 0.0 | 0.10 | 350.0 | 190.91 | -0.22 | -120.0 | 65.08 | 0.06 | 250.0 | 700.0 | 1.21 | -24.84 | 4.31 | -0.44 | -107.99 | 98.52 | -0.21 | -75.0 | 62.5 | 0.09 | 325.0 | 181.82 | 6.28 | 250.96 | 190.49 | 7.35 | 437.16 | 179.37 | -5.73 | 222.70 | -60.00 |
| 23Q1 (17) | 93 | 0.0 | 0.0 | -0.04 | 95.4 | -136.36 | -0.10 | 0 | 79.17 | -0.04 | 93.22 | -136.36 | 1.61 | 13.38 | 28.8 | 5.51 | 698.91 | 151.02 | -0.12 | 47.83 | 66.67 | -0.04 | 95.06 | -140.0 | -4.16 | 94.37 | -128.65 | -2.18 | 96.2 | -126.85 | 20.09 | -152.30 | 50.00 |
| 22Q4 (16) | 93 | 0.0 | 0.0 | -0.87 | -400.0 | -93.33 | 0.00 | 100.0 | 100.0 | -0.59 | -310.71 | 53.17 | 1.42 | 26.79 | 14.52 | -0.92 | 93.25 | 94.58 | -0.23 | 43.9 | 50.0 | -0.81 | -400.0 | -92.86 | -73.92 | -313.52 | -96.65 | -57.34 | -336.75 | -69.9 | 11.67 | -18.18 | 54.76 |
| 22Q3 (15) | 93 | 0.0 | 0.0 | 0.29 | 363.64 | 231.82 | -0.57 | 9.52 | -103.57 | 0.28 | 2900.0 | 134.15 | 1.12 | -3.45 | -37.43 | -13.63 | 54.12 | -383.33 | -0.41 | 26.79 | -41.38 | 0.27 | 345.45 | 228.57 | 34.62 | 598.85 | 350.51 | 24.22 | 361.56 | 309.7 | -5.33 | 81.82 | -10.87 |
| 22Q2 (14) | 93 | 0.0 | 0.0 | -0.11 | -200.0 | 73.81 | -0.63 | -31.25 | -293.75 | -0.01 | -109.09 | 98.31 | 1.16 | -7.2 | -33.33 | -29.71 | -175.09 | -3436.9 | -0.56 | -55.56 | -115.38 | -0.11 | -210.0 | 71.79 | -6.94 | -147.8 | 75.53 | -9.26 | -214.04 | 59.15 | -3.20 | -37.78 | -18.96 |
| 22Q1 (13) | 93 | 0.0 | 0.0 | 0.11 | 124.44 | 164.71 | -0.48 | -6.67 | -269.23 | 0.11 | 108.73 | 164.71 | 1.25 | 0.81 | -36.55 | -10.80 | 36.32 | -298.17 | -0.36 | 21.74 | -140.0 | 0.1 | 123.81 | 162.5 | 14.52 | 138.63 | 252.36 | 8.12 | 124.06 | 199.51 | -14.96 | 9.95 | -33.69 |
| 21Q4 (12) | 93 | 0.0 | 0.0 | -0.45 | -104.55 | -73.08 | -0.45 | -60.71 | -650.0 | -1.26 | -53.66 | -887.5 | 1.24 | -30.73 | -36.73 | -16.96 | -501.42 | -269.43 | -0.46 | -58.62 | -475.0 | -0.42 | -100.0 | -68.0 | -37.59 | -172.0 | -174.18 | -33.75 | -192.21 | -168.92 | -13.93 | -28.46 | -67.86 |
| 21Q3 (11) | 93 | 0.0 | 0.0 | -0.22 | 47.62 | -1000.0 | -0.28 | -75.0 | -1033.33 | -0.82 | -38.98 | -295.24 | 1.79 | 2.87 | 3.47 | -2.82 | -235.71 | -121.68 | -0.29 | -11.54 | -3000.0 | -0.21 | 46.15 | -950.0 | -13.82 | 51.27 | -503.49 | -11.55 | 49.05 | -1115.79 | -4.40 | -49.72 | -49.04 |
| 21Q2 (10) | 93 | 0.0 | 0.0 | -0.42 | -147.06 | -185.71 | -0.16 | -23.08 | -125.81 | -0.59 | -247.06 | -234.09 | 1.74 | -11.68 | 6.1 | -0.84 | -115.41 | -113.17 | -0.26 | -73.33 | -100.0 | -0.39 | -143.75 | -186.67 | -28.36 | -197.59 | -74.42 | -22.67 | -177.82 | -182.05 | -5.58 | -56.22 | -69.88 |
| 21Q1 (9) | 93 | 0.0 | 0.0 | -0.17 | 34.62 | -240.0 | -0.13 | -116.67 | 31.58 | -0.17 | -206.25 | -240.0 | 1.97 | 0.51 | 33.11 | 5.45 | -45.55 | 26.16 | -0.15 | -87.5 | 16.67 | -0.16 | 36.0 | -300.0 | -9.53 | 30.49 | -250.37 | -8.16 | 34.98 | -180.41 | 6.90 | -582.69 | -208.34 |
| 20Q4 (8) | 93 | 0.0 | 0.0 | -0.26 | -1200.0 | 3.7 | -0.06 | -300.0 | 0 | 0.16 | -61.9 | 433.33 | 1.96 | 13.29 | 11.36 | 10.01 | -23.06 | 18.74 | -0.08 | -900.0 | 27.27 | -0.25 | -1150.0 | 0.0 | -13.71 | -498.69 | 33.67 | -12.55 | -1221.05 | 12.91 | 9.39 | -652.04 | -197.58 |
| 20Q3 (7) | 93 | 0.0 | 0.0 | -0.02 | -104.08 | 71.43 | 0.03 | -95.16 | 118.75 | 0.42 | -4.55 | 40.0 | 1.73 | 5.49 | -3.89 | 13.01 | 103.92 | 276.01 | 0.01 | 107.69 | 106.25 | -0.02 | -104.44 | 66.67 | -2.29 | 85.92 | 47.11 | -0.95 | -103.44 | 71.98 | 8.15 | 487.96 | 165.58 |
| 20Q2 (6) | 93 | 0.0 | 0.0 | 0.49 | 1080.0 | 133.33 | 0.62 | 426.32 | 513.33 | 0.44 | 980.0 | 18.92 | 1.64 | 10.81 | -18.41 | 6.38 | 47.69 | -30.73 | -0.13 | 27.78 | -30.0 | 0.45 | 1225.0 | 125.0 | -16.26 | -497.79 | -234.71 | 27.63 | 1049.48 | 179.66 | -2.55 | 580.74 | 213.16 |
| 20Q1 (5) | 93 | 0.0 | 0.0 | -0.05 | 81.48 | -131.25 | -0.19 | 0 | -533.33 | -0.05 | -266.67 | -131.25 | 1.48 | -15.91 | -33.93 | 4.32 | -48.75 | -64.65 | -0.18 | -63.64 | -1900.0 | -0.04 | 84.0 | -126.67 | -2.72 | 86.84 | -132.08 | -2.91 | 79.81 | -144.22 | - | - | 0.00 |
| 19Q4 (4) | 93 | 0.0 | 0.0 | -0.27 | -285.71 | 0.0 | 0.00 | 100.0 | 0.0 | 0.03 | -90.0 | 0.0 | 1.76 | -2.22 | 0.0 | 8.43 | 143.64 | 0.0 | -0.11 | 31.25 | 0.0 | -0.25 | -316.67 | 0.0 | -20.67 | -377.37 | 0.0 | -14.41 | -325.07 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 93 | 0.0 | 0.0 | -0.07 | -133.33 | 0.0 | -0.16 | -6.67 | 0.0 | 0.30 | -18.92 | 0.0 | 1.8 | -10.45 | 0.0 | 3.46 | -62.43 | 0.0 | -0.16 | -60.0 | 0.0 | -0.06 | -130.0 | 0.0 | -4.33 | -135.87 | 0.0 | -3.39 | -134.31 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 93 | 0.0 | 0.0 | 0.21 | 31.25 | 0.0 | -0.15 | -400.0 | 0.0 | 0.37 | 131.25 | 0.0 | 2.01 | -10.27 | 0.0 | 9.21 | -24.63 | 0.0 | -0.1 | -1100.0 | 0.0 | 0.2 | 33.33 | 0.0 | 12.07 | 42.33 | 0.0 | 9.88 | 50.15 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 93 | 0.0 | 0.0 | 0.16 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | 0.16 | 0.0 | 0.0 | 2.24 | 0.0 | 0.0 | 12.22 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.15 | 0.0 | 0.0 | 8.48 | 0.0 | 0.0 | 6.58 | 0.0 | 0.0 | - | - | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/3 | 2.26 | 30.31 | 281.79 | 5.47 | 240.39 | 5.47 | N/A | 一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。 | ||
| 2024/2 | 1.73 | 17.08 | 296.82 | 3.21 | 216.29 | 4.64 | N/A | 一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。 | ||
| 2024/1 | 1.48 | 3.64 | 155.56 | 1.48 | 155.56 | 3.16 | N/A | 一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。 | ||
| 2023/12 | 1.43 | 465.8 | 143.1 | 7.19 | 45.27 | 2.31 | 0.58 | 因客戶11月份調整庫存延後出貨，且去年基期較低之故。 | ||
| 2023/11 | 0.25 | -59.82 | -26.2 | 5.76 | 32.1 | 1.49 | 0.9 | - | ||
| 2023/10 | 0.63 | 2.71 | 28.53 | 5.51 | 37.06 | 1.94 | 0.69 | - | ||
| 2023/9 | 0.61 | -13.34 | 63.17 | 4.88 | 38.24 | 2.06 | 0.49 | 一、去年基期較低。 二、5G天線及衛星通訊產品客戶端需求增加持續下單。 | ||
| 2023/8 | 0.71 | -5.27 | 93.75 | 4.27 | 35.28 | 1.81 | 0.56 | 一、去年基期較低。 二、5G天線及衛星通訊產品客戶端需求增加持續下單。 | ||
| 2023/7 | 0.74 | 106.77 | 96.73 | 3.56 | 27.65 | 1.58 | 0.64 | 一、去年基期較低。 二、5G天線及衛星通訊產品客戶端需求增加持續下單。 | ||
| 2023/6 | 0.36 | -24.83 | -8.52 | 2.82 | 16.81 | 1.21 | 0.83 | - | ||
| 2023/5 | 0.48 | 28.67 | 23.79 | 2.46 | 21.76 | 1.44 | 0.7 | - | ||
| 2023/4 | 0.37 | -37.0 | -1.59 | 1.98 | 21.27 | 1.4 | 0.72 | - | ||
| 2023/3 | 0.59 | 35.44 | 17.07 | 1.61 | 28.18 | 1.61 | 0.43 | - | ||
| 2023/2 | 0.44 | -24.59 | 40.18 | 1.02 | 35.68 | 1.6 | 0.43 | - | ||
| 2023/1 | 0.58 | -1.41 | 32.48 | 0.58 | 32.48 | 1.51 | 0.46 | - | ||
| 2022/12 | 0.59 | 71.75 | 63.36 | 4.95 | -26.53 | 1.42 | 0.65 | 客戶積極拉貨備庫存 | ||
| 2022/11 | 0.34 | -30.03 | -2.8 | 4.36 | -31.6 | 1.2 | 0.76 | - | ||
| 2022/10 | 0.49 | 30.39 | -6.93 | 4.02 | -33.28 | 1.23 | 0.75 | - | ||
| 2022/9 | 0.37 | 2.88 | -33.58 | 3.53 | -35.79 | 1.12 | 0.73 | - | ||
| 2022/8 | 0.36 | -3.82 | -36.17 | 3.15 | -36.05 | 1.14 | 0.71 | - | ||
| 2022/7 | 0.38 | -3.86 | -41.89 | 2.79 | -36.03 | 1.16 | 0.7 | - | ||
| 2022/6 | 0.39 | 1.72 | -25.26 | 2.41 | -35.0 | 1.16 | 0.72 | - | ||
| 2022/5 | 0.39 | 2.28 | -16.86 | 2.02 | -36.61 | 1.27 | 0.66 | - | ||
| 2022/4 | 0.38 | -25.05 | -49.36 | 1.63 | -39.99 | 1.19 | 0.7 | - | ||
| 2022/3 | 0.5 | 62.18 | -32.07 | 1.25 | -36.44 | 1.25 | 0.74 | - | ||
| 2022/2 | 0.31 | -28.73 | -28.66 | 0.75 | -39.09 | 1.11 | 0.84 | - | ||
| 2022/1 | 0.44 | 21.56 | -44.83 | 0.44 | -44.83 | 1.15 | 0.81 | - | ||
| 2021/12 | 0.36 | 2.18 | -43.79 | 6.73 | -1.17 | 1.24 | 0.78 | - | ||
| 2021/11 | 0.35 | -33.0 | -45.13 | 6.37 | 3.24 | 1.44 | 0.67 | - | ||
| 2021/10 | 0.52 | -6.93 | -22.59 | 6.02 | 8.84 | 1.66 | 0.58 | - | ||
| 2021/9 | 0.56 | -1.12 | -22.79 | 5.5 | 13.23 | 1.79 | 0.53 | - | ||
| 2021/8 | 0.57 | -12.44 | 9.14 | 4.93 | 19.61 | 1.75 | 0.54 | - | ||
| 2021/7 | 0.65 | 23.65 | 37.05 | 4.36 | 21.13 | 1.64 | 0.57 | - | ||
| 2021/6 | 0.53 | 13.16 | -1.76 | 3.71 | 18.71 | 1.74 | 0.67 | - | ||
| 2021/5 | 0.47 | -37.69 | -23.46 | 3.18 | 22.95 | 1.96 | 0.59 | - | ||
| 2021/4 | 0.75 | 0.52 | 49.92 | 2.72 | 37.21 | 1.93 | 0.6 | - | ||
| 2021/3 | 0.74 | 70.33 | 32.35 | 1.97 | 32.94 | 1.97 | 0.52 | - | ||
| 2021/2 | 0.44 | -44.88 | -8.1 | 1.23 | 33.3 | 1.87 | 0.55 | - | ||
| 2021/1 | 0.79 | 23.86 | 77.32 | 0.79 | 77.32 | 2.07 | 0.5 | 客戶積極備庫存以致元月份營收比去年增加 | ||
| 2020/12 | 0.64 | -0.25 | 5.39 | 6.81 | -12.53 | 1.96 | 0.53 | - | ||
| 2020/11 | 0.64 | -5.47 | 11.81 | 6.17 | -14.04 | 2.05 | 0.5 | - | ||
| 2020/10 | 0.68 | -7.18 | 19.4 | 5.53 | -16.28 | 1.93 | 0.53 | - | ||
| 2020/9 | 0.73 | 39.77 | 31.59 | 4.85 | -19.64 | 1.73 | 0.49 | - | ||
| 2020/8 | 0.52 | 9.93 | -19.56 | 4.12 | -24.82 | 1.53 | 0.55 | - | ||
| 2020/7 | 0.48 | -11.36 | -19.62 | 3.6 | -25.53 | 1.62 | 0.52 | - | ||
| 2020/6 | 0.54 | -11.83 | 6.72 | 3.13 | -26.35 | 1.64 | 0.47 | - | ||
| 2020/5 | 0.61 | 22.06 | -16.62 | 2.59 | -30.79 | 1.67 | 0.46 | - | ||
| 2020/4 | 0.5 | -11.25 | -36.21 | 1.98 | -34.22 | 1.53 | 0.5 | - | ||
| 2020/3 | 0.56 | 18.26 | -25.47 | 1.48 | -33.53 | 1.48 | 0.66 | - | ||
| 2020/2 | 0.47 | 6.33 | -29.95 | 0.92 | -37.64 | 1.53 | 0.64 | - | ||
| 2020/1 | 0.45 | -26.38 | -44.15 | 0.45 | -44.15 | 1.63 | 0.6 | - | ||
| 2019/12 | 0.61 | 5.82 | -36.44 | 7.79 | -27.73 | 1.75 | 0.58 | - | ||
| 2019/11 | 0.57 | 0.94 | -42.92 | 7.18 | -26.88 | 1.7 | 0.6 | - | ||
| 2019/10 | 0.57 | 2.29 | -37.56 | 6.61 | -25.06 | 1.77 | 0.58 | - | ||
| 2019/9 | 0.56 | -14.56 | -41.19 | 6.04 | -23.62 | 1.8 | 0.53 | - | ||
| 2019/8 | 0.65 | 9.85 | -31.55 | 5.49 | -21.24 | 1.74 | 0.54 | - | ||
| 2019/7 | 0.59 | 17.68 | -33.79 | 4.84 | -19.61 | 1.82 | 0.52 | - | ||
| 2019/6 | 0.5 | -31.12 | -38.21 | 4.24 | -17.14 | 2.01 | 0.59 | - | ||
| 2019/5 | 0.73 | -6.61 | -16.62 | 3.74 | -13.16 | 0.0 | N/A | - | ||
| 2019/4 | 0.78 | 3.69 | -13.81 | 3.01 | -12.28 | 0.0 | N/A | - |
| 加權平均股數 YoY | EPS 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) | 93 | 0.0 | 0.42 | 0 | -0.14 | 0 | 7.19 | 45.25 | 10.56 | 0 | -0.19 | 0 | 0.33 | 0 | 0.39 | 0 |
| 2022 (9) | 93 | 0.0 | -0.59 | 0 | -1.68 | 0 | 4.95 | -26.45 | -13.04 | 0 | -1.57 | 0 | -0.56 | 0 | -0.55 | 0 |
| 2021 (8) | 93 | 0.0 | -1.26 | 0 | -1.02 | 0 | 6.73 | -1.17 | -2.48 | 0 | -1.16 | 0 | -1.39 | 0 | -1.18 | 0 |
| 2020 (7) | 93 | 0.0 | 0.16 | 433.33 | 0.41 | 0 | 6.81 | -12.69 | 8.66 | 1.05 | -0.39 | 0 | -0.62 | 0 | 0.15 | 400.0 |
| 2019 (6) | 93 | 0.0 | 0.03 | -97.2 | -0.35 | 0 | 7.8 | -27.91 | 8.57 | -43.8 | -0.37 | 0 | -0.01 | 0 | 0.03 | -97.03 |
| 2018 (5) | 93 | 0.0 | 1.07 | 18.89 | 0.18 | -86.47 | 10.82 | -18.59 | 15.25 | -22.71 | 0.5 | -66.67 | 1.35 | 21.62 | 1.01 | 18.82 |
| 2017 (4) | 93 | 0.0 | 0.90 | -56.73 | 1.33 | -30.37 | 13.29 | -15.4 | 19.73 | -16.5 | 1.5 | -35.62 | 1.11 | -55.95 | 0.85 | -56.85 |
| 2016 (3) | 93 | 0.0 | 2.08 | -18.75 | 1.91 | 4.95 | 15.71 | -1.69 | 23.63 | 0.6 | 2.33 | -1.69 | 2.52 | -18.71 | 1.97 | -18.93 |
| 2015 (2) | 93 | 0.0 | 2.56 | -14.67 | 1.82 | 4.0 | 15.98 | -7.95 | 23.49 | 12.88 | 2.37 | 3.49 | 3.1 | -11.17 | 2.43 | -14.13 |
| 2014 (1) | 93 | 0.0 | 3.00 | -0.99 | 1.75 | -21.88 | 17.36 | -5.19 | 20.81 | 0 | 2.29 | -17.92 | 3.49 | -1.97 | 2.83 | -0.7 |
