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(%)
25Q1 (20)796.766.76-0.2132.2678.57-0.8542.9557.71-0.2195.178.574.214.75133.3315.4095.68-12.95-16.6432.081.31-3.8437.9690.4-0.722.2256.25-0.1630.4377.78-4.46-399.3389.03-3.8437.9690.443.2954.73-0.16
24Q4 (19)740.00.0-0.3177.2190.28-1.49-43.27-47.52-4.29-6.9816.373.6671.8340.237.87-46.7548.21-24.4745.4559.65-6.1986.8493.12-0.96.2543.04-0.2377.090.211.49102.79101.24-6.1986.8493.1248.9447.883.00
24Q3 (18)740.00.0-1.3618.56-1136.36-1.0449.2742.86-4.01-51.32-106.72.1326.04-21.414.78338.39955.71-44.8655.6226.68-47.0335.3-1527.34-0.9643.8642.17-1.018.7-1150.0-53.4331.54-383.53-47.0335.3-1527.349.96-25.9223.64
24Q2 (17)740.00.0-1.67-70.41-59.05-2.05-1.99-0.49-2.65-170.41-44.811.69-6.11-58.48-6.20-135.05-289.6-101.09-13.55-238.77-72.69-81.68-284.81-1.71-6.88-41.32-1.23-70.83-59.74-78.04-91.89-743.68-72.69-81.68-284.81-18.57-0.56-50.50
24Q1 (16)740.00.0-0.9869.28-25.64-2.01-99.01-200.0-0.9880.9-25.641.8-31.03-54.4317.69233.15-0.79-89.03-46.82-451.61-40.0155.51-174.04-1.6-1.27-150.0-0.7269.36-24.14-40.6766.08-134.95-40.0155.51-174.04-17.36-1365.36-27.25
23Q4 (15)740.00.0-3.19-2800.0-3090.0-1.0144.51-265.57-5.13-164.43-140.522.61-3.69-31.855.31279.29-83.08-60.640.88-497.64-89.93-3011.76-4441.92-1.584.82-372.41-2.35-2837.5-2837.5-119.91-985.16-16304.05-89.93-3011.76-4441.92-18.55-1355.2427.64
23Q3 (14)740.00.0-0.1189.52-103.3-1.8210.78-5966.67-1.94-6.01-115.22.71-33.42-65.521.40-57.19-95.65-61.18-105.03-1036.91-2.8984.7-109.27-1.66-37.19-425.49-0.0889.61-103.27-11.05-19.46-129.08-2.8984.7-109.27-15.1927.45-96.85
23Q2 (13)740.00.0-1.05-34.62-124.71-2.04-204.48-186.81-1.83-134.62-119.414.073.04-72.353.27-81.66-90.58-29.84-84.88-276.26-18.89-29.38-189.02-1.21-89.06-148.59-0.77-32.76-124.68-9.2546.56-136.27-18.89-29.38-189.023.08-357.31-207.16
23Q1 (12)740.00.0-0.78-680.0-115.06-0.67-209.84-118.66-0.78-106.16-115.063.953.13-78.2617.83-43.18-50.73-16.14-205.84-180.46-14.60-637.37-169.66-0.64-210.34-117.58-0.58-625.0-115.22-17.31-2439.19-168.12-14.60-637.37-169.66-24.07-391.50961.75
22Q4 (11)740.04.23-0.10-103.0-102.230.612133.33-83.9912.66-0.78-9.443.83-51.27-76.6231.38-2.58-23.5615.25133.54-33.49-1.98-106.35-110.110.5813.73-84.53-0.08-103.27-102.490.74-98.05-96.93-1.98-106.35-110.11-48.94-62.331016.02
22Q3 (10)740.02.783.33-21.65-25.34-0.03-101.28-100.7612.7635.3133.617.86-46.6-48.0232.21-7.23-21.786.53-61.43-74.5131.1646.8446.430.51-79.52-86.822.45-21.47-23.9138.0049.0244.8231.1646.8446.43-32.80-19.80-67.91
22Q2 (9)740.02.784.25-17.9565.372.35-34.54-12.969.4382.0586.3614.72-18.996.5934.72-4.06-9.1816.93-15.6-7.8421.221.2457.892.49-31.59-1.973.12-18.1167.7425.500.3555.3921.221.2457.89-4.03-1.29-20.16
22Q1 (8)744.237.255.1815.37108.033.59-5.7751.485.18-62.95108.0318.1710.9353.4636.19-11.84-3.1620.06-12.5213.5920.966.9944.953.64-2.9374.163.8118.69122.8125.415.355.720.966.9944.959.638.02-4.78
21Q4 (7)71-1.395.974.490.6798.673.81-3.7978.0413.9846.39173.0516.388.3386.5641.05-0.32-4.8422.93-10.56.0619.59-7.9413.763.75-3.197.373.21-0.31112.5824.13-8.0423.0519.59-7.9413.768.9137.1121.44
21Q3 (6)720.07.464.4673.54281.23.9646.67266.679.5588.74233.9215.129.49137.3641.187.7223.9625.6239.4762.8721.2858.3372.453.8752.36287.03.2273.12307.5926.2459.976.5821.2858.3372.4513.0738.3830.30
21Q2 (5)724.357.462.573.21295.382.7013.92229.275.06103.21199.4113.8116.6484.3838.232.317.5218.374.0271.8413.44-7.05131.332.5421.53217.51.868.77322.7316.410.55108.2513.44-7.05131.33--0.00
21Q1 (4)692.990.02.4910.180.02.3710.750.02.49-51.370.011.8434.850.037.37-13.380.017.66-18.320.014.46-16.030.02.0910.00.01.7113.250.016.32-16.780.014.46-16.030.0--0.00
20Q4 (3)670.00.02.2693.160.02.1498.150.05.1279.020.08.7837.830.043.1429.860.021.6237.440.017.2239.550.01.990.00.01.5191.140.019.6131.970.017.2239.550.0--0.00
20Q3 (2)670.00.01.1780.00.01.0831.710.02.8669.230.06.37-14.950.033.222.120.015.7347.150.012.34112.390.01.025.00.00.7979.550.014.8688.580.012.34112.390.0--0.00
20Q2 (1)670.00.00.650.00.00.820.00.01.690.00.07.490.00.032.530.00.010.690.00.05.810.00.00.80.00.00.440.00.07.880.00.05.810.00.0--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)
2025/50.71-23.2613.075.8491.783.01N/A主係去年同期產業景氣循環致降低設備需求,使基期較低
2025/40.93-32.3749.745.13112.293.74N/A主要係去年同期產業景氣循環以致降低設備需求,使得基期較低
2025/31.37-4.52105.214.2133.874.22.35主要係去年同期產業景氣循環以致降低設備需求,使得基期較低;且本期公司積極轉型拓展業務,致產生此變動。
2025/21.443.23200.532.83150.864.192.36主要係去年同期產業景氣循環以致降低設備需求,使得基期較低。
2025/11.392.7114.31.39114.33.962.49主要係去年同期產業景氣循環以致降低設備需求,使得基期較低。
2024/121.3612.0857.739.28-30.433.663.2主要係去年同期產業景氣循環以致降低設備需求,使得基期較低。
2024/111.2110.462.997.92-36.513.153.71主要係去年同期產業景氣循環以致降低設備需求,使得基期較低。
2024/101.129.088.466.71-42.82.64.5-
2024/90.8529.247.655.62-47.632.135.03-
2024/80.665.2-17.954.77-52.011.815.92本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/70.6241.66-44.414.11-55.01.786.01本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/60.53-15.97-60.823.58-55.371.784.95本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/50.631.61-54.333.05-54.271.924.59本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/40.62-7.31-53.652.42-54.251.774.99本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/30.6739.81-49.21.8-54.461.85.25本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/20.48-26.38-63.651.13-57.091.994.74本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/10.65-24.4-50.50.65-50.52.254.19本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/120.8615.82-33.3313.34-70.072.613.63本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/110.74-26.53-41.8412.48-71.172.543.73本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/101.0128.12-20.0211.74-72.062.63.65本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/90.79-1.49-65.0610.73-73.672.713.9本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/80.8-28.72-62.599.94-74.183.273.23本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/71.12-16.87-67.599.14-74.863.852.74本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/61.35-2.06-71.558.01-75.634.072.94本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/51.383.12-69.396.66-76.314.032.96本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/41.341.58-75.525.28-77.633.973.01本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/31.320.04-78.273.95-78.273.953.62本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/21.320.25-78.252.63-78.273.923.64本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/11.311.82-78.31.31-78.33.883.68本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/121.291.04-77.6144.58-21.983.834.06本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/111.281.03-76.7843.29-15.754.83.24本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/101.26-44.03-75.3242.02-8.445.662.75本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/92.265.46-55.4740.75-0.047.862.14本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/82.14-38.25-57.4638.57.8210.361.62本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/73.47-27.03-30.9936.3618.5312.721.32-
2022/64.755.38-0.7532.8928.2314.721.28-
2022/54.51-17.52-4.5728.1434.8816.031.17-
2022/45.47-9.8127.1923.6346.4317.581.07-
2022/36.060.1249.1318.1753.4118.171.36因市場需求增溫,出貨暢旺所致
2022/26.050.051.6412.1155.6517.871.38因市場需求增溫,出貨暢旺所致
2022/16.055.0859.886.0559.8817.311.42因市場需求增溫,出貨暢旺所致
2021/125.764.7869.5657.1581.0616.381.47因市場需求增溫,出貨暢旺所致
2021/115.57.3898.1651.3982.4515.681.53因市場需求增溫,出貨暢旺所致
2021/105.120.9696.0245.8980.7315.221.58因市場需求增溫,出貨暢旺所致
2021/95.070.74126.7340.7778.9815.121.28因市場需求增溫,出貨暢旺所致
2021/85.030.17144.1535.773.7914.841.3因市場需求增溫,出貨暢旺所致
2021/75.024.94146.630.6765.9414.531.33因市場需求增溫,出貨暢旺所致
2021/64.791.3283.8525.6555.9513.811.17因市場需求增溫,出貨暢旺所致
2021/54.729.9386.6420.8650.713.081.24因市場需求增溫,出貨暢旺所致
2021/44.35.7379.1316.1442.6612.351.31因市場需求增溫,出貨暢旺所致
2021/34.061.840.211.8432.8511.841.15-
2021/23.995.4429.747.7829.311.171.21-
2021/13.7911.4428.843.7928.849.961.36-
2020/123.422.4617.4431.56-15.098.781.31-
2020/112.776.222.4428.16-17.847.621.51-
2020/102.6116.784.2625.39-19.576.911.67-
2020/92.248.48-9.7422.78-21.636.331.47-
2020/82.061.18-25.0720.54-22.746.71.39-
2020/72.04-21.76-41.5218.48-22.470.0N/A-
2020/62.62.86-17.7516.45-19.210.0N/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)740.0-4.290-6.5909.28-30.438.7915.66-55.610-34.230-5.160-3.130-3.180
2023 (9)740.0-5.130-5.53013.34-70.087.60-78.03-38.190-28.280-5.090-4.490-3.770
2022 (8)744.2312.16-8.646.53-49.0644.58-21.9934.59-12.7416.23-24.3420.8819.387.23-41.0311.39-6.029.31-6.81
2021 (7)715.9713.31166.7312.82167.0857.1580.8539.6416.6221.4554.2117.4961.212.26178.6412.12200.09.99191.25
2020 (6)679.844.99-2.544.808.631.6-15.0133.9913.013.9123.8610.8527.54.45.264.044.943.438.54
2019 (5)618.935.120.04.4281.1537.1818.1130.08-5.1111.2344.348.51-9.664.1870.613.8510.323.166.4
2018 (4)5693.15.12-50.772.44-53.731.48-7.1131.70-16.957.78-44.949.42-2.482.45-48.853.49-10.512.97-9.17
2017 (3)2926.0910.407.775.2767.8333.8997.8438.17-18.4114.13-15.199.66-32.214.7968.073.938.793.2734.02
2016 (2)230.09.6503.14017.13291.146.7831.5916.661090.014.25412.592.854650.02.811461.112.441933.33
2015 (1)2300.0000.0004.38035.5501.4002.7800.0600.1800.120

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