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(%)
25Q2 (20)75-1.32-1.322.60-38.97-20.499.24163.25220.836.8560.835.1129.0938.19101.7361.6724.7916.0127.3050.3324.096.71-56.03-60.767.94107.85150.471.96-39.13-20.6510.20-51.29-57.736.71-56.03-60.7611.18-33.0171.42
25Q1 (19)762.710.144.26-27.05147.673.51-20.41222.024.26-70.21147.6721.05-15.83154.8449.42-8.70.5718.160.4423.6215.26-11.546.053.82-15.49215.73.22-25.46170.5920.94-5.389.0115.26-11.546.0518.2921.61-5.21
24Q4 (18)74-2.6312.125.8470.261397.444.419.98359.3814.3067.84465.2225.0152.41303.3954.13-14.4916.3618.08-26.5325.7317.259.45312.684.5211.88407.874.3266.81561.5422.130.32219.817.259.45312.6833.1037.5824.61
24Q3 (17)760.015.153.434.89236.274.0139.241193.558.5268.05298.1316.4113.8146.0363.3019.0787.9524.6111.86258.7515.76-7.8455.274.0427.44778.262.594.86280.8822.06-8.5862.0915.76-7.8455.2744.1947.51101.73
24Q2 (16)7610.1415.153.2790.12205.612.88164.22638.465.07194.77352.6814.4274.58106.2953.168.1848.3722.0049.76130.6117.1018.8368.313.17161.98373.132.47107.56247.8924.1325.6155.1817.1018.8368.3153.91215.5788.88
24Q1 (15)694.554.551.72341.033340.01.0913.54251.611.72-32.023340.08.2633.2330.749.145.6385.8514.692.16280.5714.39244.262469.641.2135.96404.171.19357.692875.019.21177.62108.0514.39244.262469.6413.09139.63111.61
23Q4 (14)660.00.00.39-61.76200.00.96209.6860.02.5318.22-47.846.2-7.056.1646.5238.1263.7514.38109.6270.384.18-58.82180.540.8993.4881.630.26-61.76188.896.92-49.16197.04.18-58.82180.54-5.81-33.2194.59
23Q3 (13)660.00.01.02-4.67-56.410.31-20.51-64.372.1491.07-54.666.67-4.58-24.233.68-6.0-8.56.86-28.09-46.1510.15-0.1-42.490.46-31.34-58.930.68-4.23-56.1313.61-12.48-40.8310.15-0.1-42.493.011017.662.65
23Q2 (12)660.00.01.072040.0-14.40.3925.810.01.122140.0-52.946.9910.6-9.2235.8335.5113.249.54147.1520.6110.161714.29-5.490.67179.179.840.711675.0-14.4615.551687.364.0810.161714.29-5.499.41989.23-11.26
23Q1 (11)660.00.00.05-61.54-95.580.31-48.33-50.790.05-98.97-95.586.328.22-10.6126.44-6.93-7.423.86-54.27-59.710.56-62.42-94.720.24-51.02-64.710.04-55.56-94.670.87-62.66-93.560.56-62.42-94.72-12.71-77.99-39.68
22Q4 (10)660.00.00.13-94.44-72.920.60-31.0322.454.852.75210.95.84-33.64-6.8628.41-22.8222.838.44-33.751.811.49-91.56-70.440.49-56.25-5.770.09-94.19-71.882.33-89.87-69.021.49-91.56-70.44-9.68-3.6246.02
22Q3 (9)660.00.02.3487.2588.240.87123.08180.654.7298.32337.048.814.2914.4336.8116.3496.3212.7461.06180.017.6564.19494.281.1283.61220.01.5586.75573.9123.0053.95408.8517.6564.19494.2811.6048.9142.49
22Q2 (8)660.00.01.2510.62140.380.39-38.1-51.252.38110.62221.627.78.915.7731.6410.7829.517.91-17.43-21.2210.751.42124.90.61-10.29-16.440.8310.67137.1414.9410.67125.6810.751.42124.910.8473.02-4.77
22Q1 (7)660.00.01.13135.42438.10.6328.57231.581.13-27.56438.17.0712.762.4628.5623.4846.699.5815.56217.2210.60110.32417.070.6830.77223.810.75134.38435.7113.5079.52351.5110.60110.32417.07-2.8588.3043.31
21Q4 (6)660.0-1.490.4841.18284.620.4958.0696.01.5644.44373.686.27-18.470.3223.1323.3638.098.2982.2373.715.0469.7284.620.5248.57372.730.3239.13288.247.5266.37289.95.0469.7284.62-6.423.28-1.59
21Q3 (5)660.00.00.34-34.62161.540.31-61.25-40.381.0845.95448.397.695.6317.9418.75-23.25-8.544.55-54.68-28.912.97-37.87132.030.35-52.05-16.670.23-34.29187.54.52-31.72164.332.97-37.87132.03--0.00
21Q2 (4)660.00.00.52147.620.00.80321.050.00.74252.380.07.285.510.024.4325.480.010.04232.450.04.78133.170.00.73247.620.00.35150.00.06.62121.40.04.78133.170.0--0.00
21Q1 (3)66-1.490.00.21180.770.00.19-24.00.00.21136.840.06.910.40.019.4716.240.03.0272.570.02.05175.090.00.2190.910.00.14182.350.02.99175.510.02.05175.090.0--0.00
20Q4 (2)671.520.0-0.26-300.00.00.25-51.920.0-0.57-83.870.06.25-4.140.016.75-18.290.01.75-72.660.0-2.73-313.280.00.11-73.810.0-0.17-312.50.0-3.96-331.580.0-2.73-313.280.0--0.00
20Q3 (1)660.00.00.130.00.00.520.00.0-0.310.00.06.520.00.020.500.00.06.400.00.01.280.00.00.420.00.00.080.00.01.710.00.01.280.00.0--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)
2025/86.45-21.6321.0464.8393.6525.21N/A市場需求增加
2025/78.24-21.7150.8258.37107.4126.75N/A市場需求增加
2025/610.5231.779.0250.14121.0329.090.34市場需求增加
2025/57.99-24.4861.3639.61135.7324.340.41市場需求增加
2025/410.5883.34194.5831.63166.7921.470.46市場需求增加
2025/35.7712.5578.721.05154.721.050.48市場需求增加
2025/25.13-49.49104.3815.28203.4528.890.35市場需求增加
2025/110.15-25.43301.8110.15301.8129.310.35市場需求增加
2024/1213.61145.4484.7764.13145.0225.040.48市場需求增加
2024/115.55-5.62255.5250.52111.8517.040.7市場需求增加
2024/105.884.66154.1944.97101.7916.830.71市場需求增加
2024/95.625.29178.7739.0995.7116.410.85市場需求增加
2024/85.33-2.35116.533.4886.3916.680.84市場需求增加
2024/75.46-7.14149.5728.1481.6116.290.86市場需求增加
2024/65.8818.8121.0322.6970.4614.420.66市場需求增加
2024/54.9537.86117.9716.857.8311.770.81市場需求增加
2024/43.5911.2274.8311.8541.529.331.03市場需求增加
2024/33.2328.7239.168.2630.78.260.99-
2024/22.51-0.7219.125.0325.797.361.11-
2024/12.538.4733.22.5333.26.421.27-
2023/122.3349.2719.2726.18-10.976.20.97-
2023/111.56-32.52-23.3123.85-13.125.891.02-
2023/102.3114.7424.7822.29-12.316.790.89-
2023/92.02-18.18-14.6319.97-15.226.670.76-
2023/82.4612.56-15.2517.96-15.297.30.69-
2023/72.19-17.31-37.9815.5-15.297.110.71-
2023/62.6516.51-15.9713.29-9.976.970.93-
2023/52.2710.57-6.1610.65-8.346.650.97-
2023/42.05-11.49-3.648.38-8.926.481.0-
2023/32.3210.22-12.186.32-10.56.321.1-
2023/22.1111.0111.24.0-9.55.991.16-
2023/11.9-4.64-25.011.9-25.015.921.17-
2022/121.99-2.245.8229.444.645.881.36-
2022/112.039.8-10.0827.454.566.251.28-
2022/101.85-21.53-12.9225.425.957.121.12-
2022/92.36-18.74-8.6323.567.788.80.89-
2022/82.91-17.6312.7921.29.999.590.81-
2022/73.5311.9439.7518.299.559.10.86-
2022/63.1530.2236.8214.774.197.71.11-
2022/52.4213.54-4.7311.62-2.137.181.19-
2022/42.13-19.01-12.329.19-1.536.661.28-
2022/32.6339.0111.097.052.267.051.2-
2022/21.89-25.1313.974.42-2.356.31.34-
2022/12.5334.43-11.82.53-11.86.671.27-
2021/121.88-16.86-2.3828.1316.556.271.17-
2021/112.266.3315.1626.2518.26.971.05-
2021/102.13-17.61-9.6723.9918.487.291.0-
2021/92.580.2419.7821.8622.197.680.85-
2021/82.582.0518.7119.2822.527.40.88-
2021/72.529.8814.8816.6923.097.360.89-
2021/62.3-9.5731.3514.1724.687.270.99-
2021/52.544.4937.6811.8723.467.330.99-
2021/42.432.929.149.3220.06.451.12-
2021/32.3642.218.856.8924.366.890.88-
2021/21.66-42.07-9.364.5327.446.490.93-
2021/12.8746.0466.662.8766.666.80.89光通訊產品銷售成長
2020/121.96-0.0534.7424.17-0.286.280.85-
2020/111.96-16.627.722.21-2.526.480.83-
2020/102.369.1311.0720.25-4.70.0N/A-
2020/92.16-0.5414.5517.89-6.450.0N/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)7412.1214.23464.6812.40535.964.1144.9455.6256.4620.20134.0716.46156.3912.95473.0114.22473.3910.58529.76
2023 (9)660.02.52-47.51.95-21.3726.17-10.9935.5511.768.63-12.476.42-41.322.26-22.072.48-41.781.68-47.83
2022 (8)660.04.80209.682.4840.1129.44.5131.8148.859.8653.3410.94197.282.960.224.26182.123.22212.62
2021 (7)66-1.491.5501.77276.628.1316.5321.3726.66.43469.033.6801.81570.371.5101.030
2020 (6)67-2.9-0.5700.47024.14-0.4116.8817.711.130-1.5800.270-0.460-0.380
2019 (5)694.55-0.280-0.43024.24-13.5814.34-15.99-0.800-0.800-0.190-0.060-0.190
2018 (4)660.02.33228.171.04-45.8328.05-3.2817.07-2.574.62-11.665.50239.511.3-14.472.06274.551.54227.66
2017 (3)660.00.71-83.681.92-47.8329.0-33.3517.52-13.575.23-42.151.62-75.681.52-61.320.55-86.490.47-83.79
2016 (2)664.764.35-13.03.688.2443.510.8820.272.899.045.366.66-9.513.936.224.07-6.02.9-8.81
2015 (1)635.05.0030.553.4051.7943.1310.0519.7008.5807.3603.757.454.3344.333.1836.48

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