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(%)
24Q1 (20)800.00.00.99153.8562.30.10-87.34233.330.99-46.262.32.85-28.9328.9631.14-16.18-0.133.43-83.4727.5127.48255.9628.350.1-87.9566.670.79154.8464.5828.32120.5619.9527.48255.9628.35-4.2561.74470.61
23Q4 (19)800.0-3.610.39-30.36533.330.791028.5723.441.8426.91.14.0120.4217.9437.1525.684.1220.75284.9724.777.72-41.69460.750.83361.1145.610.31-29.55542.8612.84-23.572522.647.72-41.69460.7534.8834.82582.70
23Q3 (18)800.0-4.760.56100.0-16.420.07136.84-56.251.4562.92-22.873.3349.33-5.9329.56-6.72-4.125.39556.78-33.5413.2430.31-16.680.18700.0-37.930.4491.3-21.4316.805.46-16.9613.2430.31-16.6825.1122.95-298.25
23Q2 (17)800.0-4.760.28-54.1-58.82-0.19-733.33-146.340.8945.9-27.052.230.9-39.2431.691.64-5.63-1.18-143.87-108.810.16-52.55-33.72-0.03-150.0-106.120.23-52.08-59.6515.93-32.53-20.3910.16-52.55-33.72-17.05361.84-414.32
23Q1 (16)80-3.61-4.760.61777.7812.960.03-95.31-89.290.61-66.4812.962.21-35.0-32.031.18-12.614.212.69-83.82-70.8921.411100.4753.810.06-89.47-80.00.48785.716.6723.614554.7244.0521.411100.4753.81-19.48332.17102.34
22Q4 (15)83-1.19-1.19-0.09-113.43-110.980.64300.0-15.791.82-3.19-40.723.4-3.95-30.4735.6815.7320.4616.63105.0651.04-2.14-113.47-115.130.5796.555.56-0.07-112.5-110.14-0.53-102.62-104.19-2.14-113.47-115.13-3.75-57.45119.51
22Q3 (14)840.00.00.67-1.47-31.630.16-60.98-83.331.8854.1-16.073.54-3.54-27.1630.83-8.19-9.888.11-39.52-57.5615.893.65-6.030.29-40.82-68.820.56-1.75-31.7120.231.10.3515.893.65-6.034.6912.23-7.27
22Q2 (13)840.00.00.6825.93-20.930.4146.43-33.871.22125.93-3.173.6712.92-15.6333.5812.2320.3213.4145.132.6815.3310.13-7.650.4963.33-14.040.5726.67-20.8320.0122.0910.6715.3310.13-7.65-10.31-4.11-8.36
22Q1 (12)840.00.00.54-34.1535.00.28-63.1616.670.54-82.4135.03.25-33.54-5.2529.921.010.19.24-16.085.2413.92-1.5640.460.3-44.440.00.45-34.7832.3516.3929.4625.413.92-1.5640.46-16.46-25.24-41.99
21Q4 (11)840.00.00.82-16.33290.480.76-20.83280.03.0737.0598.064.890.6251.8629.62-13.426.3911.01-42.39138.3114.14-16.38149.820.54-41.94260.00.69-15.85283.3312.66-37.2137.0814.14-16.38149.826.17-1.1917.01
21Q3 (10)840.00.00.9813.95262.960.9654.84284.02.2477.7867.164.8611.7267.0134.2122.5712.9819.1146.32143.4416.911.87129.130.9363.16304.350.8213.89272.7320.1611.5134.4216.911.87129.1319.2764.47106.59
21Q2 (9)840.01.20.86115.011.690.62158.3310.711.26215.017.764.3526.8222.1927.91-6.62-12.2313.0648.75-0.2316.6067.51-6.320.5790.021.280.72111.7612.518.0838.33-2.3816.6067.51-6.3216.67102.7489.17
21Q1 (8)840.00.00.4090.4829.030.2420.0140.00.40-74.1929.033.436.5236.1129.897.364.078.7890.0472.59.9175.091.850.3100.0130.770.3488.8930.7713.07144.767.139.9175.091.858.5934.130.00
20Q4 (7)840.00.00.21-22.22-66.670.20-20.0-69.71.5515.6710.713.2210.6537.6127.84-8.0612.084.62-41.15-0.435.66-23.31-74.00.15-34.7836.360.18-18.18-66.045.34-37.9112.95.66-23.31-74.0-3.81-43.58-37.68
20Q3 (6)841.20.00.27-64.9435.00.25-55.362400.01.3425.2374.032.91-18.2616.430.28-4.7814.397.85-40.03183.397.38-58.3512.670.23-51.06228.570.22-65.6229.418.60-53.56-7.037.38-58.3512.6711.5141.72202.32
20Q2 (5)83-1.19-1.190.77148.39285.00.56460.0660.01.07245.1687.723.5641.2724.9131.8010.7232.6113.09157.17955.6517.7282.12201.870.47261.541075.00.64146.15276.4718.5251.886.3217.7282.12201.87--0.00
20Q1 (4)840.00.00.31-50.790.00.10-84.850.00.31-77.860.02.527.690.028.7215.620.05.099.70.09.73-55.310.00.1318.180.00.26-50.940.012.20157.930.09.73-55.310.0--0.00
19Q4 (3)840.00.00.63215.00.00.666500.00.01.4081.820.02.34-6.40.024.84-6.160.04.6467.510.021.77232.370.00.1157.140.00.53211.760.04.73-48.860.021.77232.370.0--0.00
19Q3 (2)840.00.00.200.00.00.01110.00.00.7735.090.02.5-12.280.026.4710.380.02.77123.390.06.5511.580.00.0775.00.00.170.00.09.25-6.940.06.5511.580.0--0.00
19Q2 (1)840.00.00.200.00.0-0.100.00.00.570.00.02.850.00.023.980.00.01.240.00.05.870.00.00.040.00.00.170.00.09.940.00.05.870.00.0--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)
2024/41.2748.6990.954.1340.152.96N/A設備產品客戶增加擴充產能需求,故本期出貨量增加
2024/30.863.34-10.722.8625.292.860.82-
2024/20.83-29.1438.892.051.483.360.7設備產品客戶增加擴充產能需求,故本期出貨量增加
2024/11.17-14.0961.881.1761.884.20.56設備產品因客戶擴充產能需求及材料產品因客戶增加需求,故本期出貨量增加。
2023/121.36-18.166.9111.81-14.743.950.56-
2023/111.6680.3752.2410.44-16.933.510.63設備產品客戶增加擴充產能需求,故本期出貨量增加
2023/100.92-0.07-11.088.78-23.523.050.73-
2023/90.92-23.37-7.277.86-24.763.420.76-
2023/81.21-6.63-13.136.93-26.63.270.8-
2023/71.2967.8812.85.73-28.922.780.94-
2023/60.776.88-52.24.44-35.832.161.2設備產品客戶遞延擴充產能需求,故本期出貨量減少,材料產品則因客戶需求滅少,故出貨量滅少。
2023/50.727.82-47.873.67-30.872.351.1-
2023/40.67-30.48-1.632.95-24.892.221.16-
2023/30.9660.78-11.632.28-29.752.281.03-
2023/20.6-17.41-34.951.32-38.862.590.9-
2023/10.72-43.26-41.750.72-41.753.090.76-
2022/121.2716.52-30.7213.85-20.883.410.65-
2022/111.095.33-18.6212.57-19.733.130.7-
2022/101.044.21-38.9511.48-19.833.420.64-
2022/91.0-28.22-40.5210.44-17.253.530.67-
2022/81.3921.24-13.689.45-13.694.140.57-
2022/71.14-28.87-28.458.06-18.914.130.57-
2022/61.6116.5625.676.91-10.653.670.68-
2022/51.38103.5-21.235.3-17.853.150.79-
2022/40.68-37.55-45.573.92-16.592.680.93-
2022/31.0918.35-19.683.25-6.143.250.8-
2022/20.92-26.041.852.162.544.00.65-
2022/11.24-32.523.061.243.064.420.59-
2021/121.8436.8844.1917.543.54.880.53-
2021/111.34-20.9822.2715.6643.414.720.55-
2021/101.71.54107.7914.3245.784.980.52設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/91.674.1649.7812.6240.144.880.61-
2021/81.610.4968.110.9538.784.490.66設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/71.624.9491.49.9443.394.630.64設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/61.28-26.9429.067.7426.964.280.63-
2021/51.7540.6165.216.4626.554.350.62設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/41.25-7.85-17.774.716.43.50.77-
2021/31.3550.127.753.4636.913.460.8-
2021/20.9-25.1646.292.1143.533.380.81-
2021/11.2-5.5941.531.241.533.580.77-
2020/121.2816.0745.6412.212.253.190.71-
2020/111.134.2727.1810.929.323.040.74-
2020/100.82-26.817.949.827.632.890.78-
2020/91.1216.944.919.016.792.910.82-
2020/80.9614.424.747.892.952.780.86-
2020/70.84-15.751.896.932.72.890.83-
2020/60.99-6.48-9.726.092.823.570.75-
2020/51.06-30.0148.865.15.673.640.73-
2020/41.5243.1745.644.04-1.83.190.83-
2020/31.0671.8836.932.53-17.862.531.01-
2020/20.62-27.6-39.141.47-36.262.341.08-
2020/10.85-2.85-34.010.85-34.012.590.98-
2019/120.881.360.3610.87-50.812.431.02設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/110.8624.52-24.349.99-52.922.331.06設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/100.69-10.06-51.049.13-54.542.381.04設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/90.77-15.5-57.278.43-54.812.51.11設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/80.9111.3-65.747.66-54.542.830.98設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/70.82-25.35-69.356.75-52.442.631.05設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/61.154.21-61.125.93-48.510.0N/A設備產品客戶上期較多擴充產能需求,故上期出貨量多,本期客戶需求集中下半年,材料產品則因客戶持續調節庫存致出貨量減少。
2019/50.71-31.52-68.844.83-44.40.0N/A設備產品客戶上期較多擴充產能需求,故上期出貨量多,本期客戶需求集中下半年,材料產品則因客戶持續調節庫存致出貨量減少。
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)80-3.611.822.250.70-53.0211.78-15.0732.850.988.87-25.2712.3113.351.04-36.971.95-1.021.47-2.65
2022 (9)83-1.191.78-41.061.49-42.4713.87-20.7932.536.5911.87-10.9510.86-26.071.65-29.181.97-30.391.51-41.25
2021 (8)840.03.0296.12.59135.4517.5143.4130.522.5513.3367.4614.6940.982.33140.212.83103.62.5797.69
2020 (7)840.01.5411.591.1048.6512.2113.2729.7613.377.9694.1510.42-2.250.97120.451.3936.271.311.11
2019 (6)840.01.38-64.710.74-76.1310.78-51.2426.25-10.24.10-71.3110.66-29.820.44-86.081.02-74.751.17-65.18
2018 (5)840.03.9144.813.10-14.1322.11-3.3229.233.6514.290.7815.1952.363.16-2.474.0451.883.3646.09
2017 (4)840.02.7035.03.6145.5622.8714.0628.2011.4214.1825.69.9719.263.2443.362.6634.342.335.29
2016 (3)840.02.00-23.372.48-6.4220.050.4525.31-4.2711.29-2.598.36-24.482.26-2.161.98-18.181.7-23.42
2015 (2)840.02.6129.852.65-2.9319.962.8326.442.8811.597.8111.0726.372.3110.532.4250.312.2230.59
2014 (1)840.02.011910.02.73241.2519.411.4625.70010.7508.7602.09145.881.61455.171.72025.0

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