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)270.00.02.96-23.51-2.954.1178.718.113.0729.28-12.923.46-0.29-7.9850.650.822.361.2440.9116.980.8-23.81-2.4426.99-28.356.8923.24-23.25.830.149.9133.75
23Q3 (19)270.00.03.8743.330.02.30-11.2-10.1610.1162.02-15.543.470.58-12.3750.24-0.6711.820.88-9.28-7.371.0543.840.037.6729.3214.630.2643.1414.58-3.349.80-17.62
23Q2 (18)270.00.02.70-23.73-31.122.59-24.05-20.556.2476.27-22.963.45-7.26-11.5450.583.71-2.820.97-14.91-23.620.73-23.96-31.1329.13-8.19-22.0321.14-17.93-22.48-4.16-3.83-13.03
23Q1 (17)270.00.03.5416.07-15.113.41-2.013.333.54-76.42-15.113.72-1.061.0948.77-1.43-1.081.147.55-3.390.9617.07-15.0431.7325.66-18.0125.7617.3-16.2-3.05-2.5616.96
22Q4 (16)270.00.03.05-21.19-19.953.4835.94-10.5415.0125.4-3.163.76-5.052.1749.4810.13-5.321.0611.58-13.820.82-21.9-20.3925.25-23.18-23.5521.96-16.85-21.77-1.75-11.247.23
22Q3 (15)270.00.03.87-1.283.22.56-21.47-32.2811.9747.782.43.961.542.5944.93-13.68-14.40.95-25.2-29.631.05-0.942.9432.87-12.02-6.2526.41-3.150.33.76-3.64-11.34
22Q2 (14)270.00.03.92-6.01.033.26-1.21-25.48.1094.242.023.95.983.1752.055.58-3.971.277.63-12.411.06-6.190.9537.36-3.467.1127.27-11.29-1.732.991.72-8.19
22Q1 (13)270.00.04.179.452.713.30-15.17-18.924.17-73.12.713.680.05.1449.30-5.66-16.171.18-4.07-14.491.139.712.7338.7017.17-1.930.749.51-2.1-2.335.52-6.13
21Q4 (12)270.00.03.811.616.873.892.918.3615.5032.5925.613.68-4.666.9852.26-0.44-10.271.23-8.8911.821.030.9817.0533.03-5.7911.5528.076.619.56-1.27-0.88-5.29
21Q3 (11)270.00.03.75-3.353.023.78-13.5-5.511.6947.2328.743.862.1212.5452.49-3.15-5.361.35-6.92.271.02-2.863.0335.060.52-2.5826.33-5.12-8.545.06-3.89-3.06
21Q2 (10)270.00.03.88-4.4332.884.377.3735.717.9495.5746.223.788.028.1454.20-7.84-5.641.455.0731.821.05-4.5532.9134.88-11.580.6327.75-11.623.624.8710.0510.37
21Q1 (9)270.00.04.0624.5461.114.0713.3766.84.06-67.161.113.51.7441.758.810.980.311.3825.4566.271.125.061.7639.4533.2314.1231.4022.5613.691.017.051.56
20Q4 (8)270.03.853.26-10.4476.223.59-10.2554.0812.3435.957.23.440.2963.0358.245.01-0.261.1-16.6766.670.88-11.1179.5929.61-17.7320.4125.62-11.0110.778.287.116.98
20Q3 (7)270.00.03.6424.6647.374.0024.2263.939.0867.2249.833.4316.2747.8455.46-3.45-1.821.3220.059.040.9925.3247.7635.993.84-0.0828.797.51-0.117.8520.2728.09
20Q2 (6)270.00.02.9215.8783.653.2231.97123.615.43115.4852.532.9519.4356.0857.44-2.039.511.132.53107.550.7916.1888.134.660.2616.7826.78-3.0419.6118.2426.0418.34
20Q1 (5)273.858.02.5236.2226.632.444.7237.082.52-67.926.632.4717.0627.9858.630.4115.140.8325.7638.330.6838.7838.7834.5740.598.7427.6219.418.61--0.00
19Q4 (4)26-3.70.01.85-25.10.02.33-4.510.07.8529.540.02.11-9.050.058.393.360.00.66-20.480.00.49-26.870.024.59-31.730.023.13-19.740.0--0.00
19Q3 (3)270.00.02.4755.350.02.4469.440.06.0670.220.02.3222.750.056.497.70.00.8356.60.00.6759.520.036.0221.360.028.8228.720.0--0.00
19Q2 (2)278.00.01.59-20.10.01.44-19.10.03.5678.890.01.89-2.070.052.453.00.00.53-11.670.00.42-14.290.029.68-6.640.022.39-11.950.0--0.00
19Q1 (1)250.00.01.990.00.01.780.00.01.990.00.01.930.00.050.920.00.00.60.00.00.490.00.031.790.00.025.430.00.0--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)
2024/31.327.50.343.812.263.81N/A-
2024/21.23-2.241.892.493.33.64N/A-
2024/11.268.724.731.264.733.52N/A-
2023/121.164.72-4.7814.1-7.783.461.09-
2023/111.1-7.55-9.112.95-8.043.461.09-
2023/101.193.19-9.8811.84-7.943.511.08-
2023/91.160.09-11.1910.65-7.713.471.19-
2023/81.160.28-14.349.49-7.273.461.19-
2023/71.150.28-11.868.33-6.23.411.21-
2023/61.154.21-14.837.18-5.223.451.31-
2023/51.1-8.03-11.856.03-3.133.621.25-
2023/41.2-8.89-7.274.92-0.933.721.21-
2023/31.329.16-4.243.721.293.721.33-
2023/21.210.472.582.414.63.621.37-
2023/11.2-1.156.711.26.713.631.37-
2022/121.21-0.02-7.0915.293.23.761.44-
2022/111.22-8.340.0414.084.23.841.4-
2022/101.331.6814.9412.864.613.981.36-
2022/91.3-3.454.1311.543.543.961.47-
2022/81.353.17-3.4510.233.474.011.45-
2022/71.31-3.088.678.884.613.911.49-
2022/61.357.85-1.837.573.943.91.64-
2022/51.25-3.2511.336.225.283.921.63-
2022/41.29-5.90.924.973.863.851.67-
2022/31.3816.950.03.684.943.681.58-
2022/21.184.514.822.38.133.611.61-
2022/11.13-13.9411.811.1311.813.651.59-
2021/121.317.6630.1714.8220.593.681.58-
2021/111.215.321.3613.5119.743.621.6-
2021/101.15-7.87-19.812.319.583.81.53-
2021/91.25-10.481.1111.1425.993.861.56-
2021/81.416.1318.279.8930.043.981.52-
2021/71.2-12.4519.718.4932.213.71.63-
2021/61.3822.3145.897.2934.533.781.7-
2021/51.12-12.298.645.9132.133.781.7-
2021/41.28-6.7632.094.7939.213.781.7-
2021/31.3822.5950.143.542.013.51.74本月營收較去年同期成長,主係客戶對前、後段測試載板需求增加所致。
2021/21.1211.4846.172.1337.23.131.94-
2021/11.010.1828.421.0128.423.012.02-
2020/121.00.3746.2212.2949.043.441.7-
2020/111.0-30.4240.3311.2849.33.681.6-
2020/101.4416.15103.7110.2850.233.861.52本月及本年度營收較去年同期成長,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/91.244.7165.138.8444.083.431.69本月營收較去年同期增加,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/81.1817.5461.647.641.153.131.85本月營收較去年同期增加,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/71.016.6819.536.4237.932.981.94-
2020/60.94-8.9141.715.4241.992.951.74-
2020/51.046.6262.364.4742.052.921.76本月較去年同期營收增加,主係市場對新產品測試需求增加,推升本公司前段及後段載板營收。
2020/40.975.9765.973.4436.892.651.94本月營收較去年同期增加,主係半導體晶圓測試之後段測試載板需求增加所致。
2020/30.9219.3546.932.4728.072.471.54-
2020/20.77-2.0414.551.5519.042.241.7-
2020/10.7814.0723.80.7823.82.181.74-
2019/120.69-3.6648.338.2427.242.111.38-
2019/110.710.9935.127.5625.622.171.34-
2019/100.71-5.8412.636.8424.712.191.33-
2019/90.752.4954.696.1426.272.320.96較去年同期增加,主要係因新產品線銷貨增加所致。
2019/80.73-13.0745.765.3923.122.241.0-
2019/70.8426.4738.564.6620.182.141.04-
2019/60.674.366.023.8116.771.891.02-
2019/50.648.9935.343.1519.320.0N/A-
2019/40.58-6.1820.192.5115.840.0N/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)270.012.95-12.512.37-1.7514.1-7.7850.032.294.23-5.374.43-13.653.54-12.81
2022 (9)270.014.80-3.7712.59-21.6615.293.1748.91-10.034.47-17.385.13-2.664.06-3.33
2021 (8)270.015.3825.5516.0721.1914.8220.5954.36-5.215.4124.085.2727.64.225.75
2020 (7)273.8512.2557.0513.2665.7512.2949.1557.354.754.3666.414.1363.243.3461.35
2019 (6)264.07.8033.568.0055.348.2427.1654.754.272.6248.022.5337.52.0741.78
2018 (5)258.75.8438.725.1522.046.4816.9752.51-3.351.7726.431.8443.751.4643.14
2017 (4)239.524.21-43.574.22-32.595.54-17.0754.33-9.421.4-34.881.28-40.471.02-39.64
2016 (3)2110.537.4606.26-21.366.686.8859.98-12.092.15-20.372.15-21.251.69-22.48
2015 (2)1900.0007.9606.25068.2302.702.7302.180

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