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)29-40.82-60.27-1.73-116.25-140.28-1.52-29.911.94-1.7347.09-140.280.768.57171.4312.44-84.57-39.17-47.90-104.2670.48-60.73-42.2667.73-0.37-131.2517.78-0.5-28.213.85-55.45-84.6570.54-60.73-42.2667.7357.22-82.201.04
24Q4 (19)49-14.04-32.88-0.80-48.15-122.22-1.1731.98-20.62-3.27-53.52-17.20.7105.8848.9480.61399.11136.19-23.4584.0460.77-42.6952.5524.7-0.1668.042.86-0.39-25.81-44.44-30.0366.6247.03-42.6952.5524.7116.28-24.0715.10
24Q3 (18)57-21.92-21.92-0.540.032.5-1.72-1.78-21.99-2.13-70.412.350.34126.673.03-26.9561.88-406.25-146.9155.36-17.25-89.9765.7949.64-0.5-2.04-21.95-0.3120.5146.55-89.9765.7949.64-89.9765.7949.6440.1212.50-5.40
24Q2 (17)730.00.0-0.5425.027.03-1.69-9.0315.5-1.25-73.6123.310.15-46.43-62.5-70.69-445.67-165.65-329.09-102.84-130.68-263.03-39.75-96.89-0.49-8.8914.04-0.3925.027.78-263.03-39.75-96.89-263.03-39.75-96.89-43.43-37.50-34.41
24Q1 (16)730.00.0-0.72-100.019.1-1.55-59.7925.12-0.7274.1919.10.28-40.43-41.6720.45-40.08239.4-162.24-171.4-29.62-188.22-232.02-39.81-0.45-60.7125.0-0.52-92.5920.0-188.22-232.02-39.81-188.22-232.02-39.811.00-22.50-14.29
23Q4 (15)730.00.0-0.3655.053.25-0.9731.2162.98-2.79-14.81-25.680.4742.42-56.8834.13287.842061.49-59.7852.2915.19-56.6968.27-9.36-0.2831.7163.64-0.2753.4551.79-56.6968.27-9.36-56.6968.27-9.3612.4623.4530.36
23Q3 (14)730.00.0-0.80-8.1132.2-1.4129.544.71-2.43-49.08-67.590.33-17.5-40.08.80133.07202.09-125.3012.175.97-178.67-33.75-14.88-0.4128.0744.59-0.58-7.4132.56-178.67-33.75-14.88-178.67-33.75-14.88-17.094.3716.44
23Q2 (13)730.0-64.9-0.7416.85-311.43-2.003.383.38-1.63-83.15-1711.110.4-16.67-45.95-26.61-81.39-258.77-142.66-13.97-76.32-133.590.77-234.97-0.575.05.0-0.5416.92-173.97-133.590.77-234.97-133.590.77-234.97-36.310.6412.18
23Q1 (12)730.0-64.9-0.89-15.58-97.78-2.0720.9918.82-0.8959.91-97.780.48-55.96-61.29-14.67-743.1-438.8-125.17-77.57-111.69-134.63-159.7-79.94-0.622.0817.81-0.65-16.0730.11-134.63-159.7-79.94-134.63-159.7-79.9421.119.599.12
22Q4 (11)730.0-64.9-0.7734.75-140.31-2.62-2.7557.05-2.22-53.1-7500.01.0998.18-7.63-1.7479.8196.13-70.4947.148.63-51.8466.67-115.49-0.77-4.0552.47-0.5634.88-114.07-51.8466.67-114.85-51.8466.67-115.4936.25-201.19-12.97
22Q3 (10)73-64.9-64.9-1.18-437.14-293.33-2.55-23.19-4.08-1.45-1511.1122.870.55-25.68-71.94-8.62-151.43-153.01-133.26-64.7-269.04-155.53-257.13-391.1-0.74-23.33-4.23-0.86-217.81-38.71-155.53-257.13-391.1-155.53-257.13-391.1-33.00-129.68-2.19
22Q2 (9)2080.00.00.35177.78143.21-2.0718.8261.52-0.0980.094.30.74-40.32-56.9816.76287.07174.92-80.91-36.8310.9798.98232.29200.3-0.617.8161.540.73178.49143.298.98232.29200.398.98232.29200.3-17.6227.1138.51
22Q1 (8)2080.00.0-0.45-123.5641.56-2.5558.250.68-0.45-1600.041.561.245.08-50.64.33109.63136.05-59.1356.911.25-74.82-122.35-16.31-0.7354.9451.33-0.93-123.3742.24-74.82-121.43-16.31-74.82-122.35-16.31-17.36306.55-45.39
21Q4 (7)2080.00.01.91736.67273.64-6.10-148.9827.210.03101.6100.981.18-39.8-86.41-44.95-376.45-354.96-137.23-280.03-386.8334.711156.871354.07-1.62-128.1733.883.98741.94273.04349.121202.371408.06334.711156.871354.07-12.92399.81-47.26
21Q3 (6)2080.00.0-0.3062.9665.12-2.4554.4657.69-1.88-18.994.081.9613.95-82.4416.26172.69859.81-36.1160.27-138.04-31.6767.91-96.71-0.7154.4957.99-0.6263.3165.17-31.6767.91-96.71-31.6767.91-96.71-8.7628.8925.20
21Q2 (5)2080.00.48-0.81-5.19-37.29-5.38-4.064.95-1.58-105.19-43.641.72-31.47-71.33-22.37-86.26-1897.32-90.88-51.77-227.85-98.68-53.4-377.64-1.56-4.06.02-1.69-4.97-38.52-98.68-53.4-377.64-98.68-53.4-377.64--0.00
21Q1 (4)2080.00.0-0.7730.00.0-5.1738.310.0-0.7774.840.02.51-71.080.0-12.01-21.560.0-59.88-112.420.0-64.33-141.030.0-1.538.780.0-1.6130.00.0-64.33-141.030.0-64.33-141.030.0--0.00
20Q4 (3)2080.00.0-1.10-27.910.0-8.38-44.730.0-3.06-56.120.08.68-22.220.0-9.88-361.680.0-28.19-85.830.0-26.69-65.780.0-2.45-44.970.0-2.3-29.210.0-26.69-65.780.0-26.69-65.780.0--0.00
20Q3 (2)2080.480.0-0.86-45.760.0-5.79-2.30.0-1.96-78.180.011.1686.00.0-2.14-91.070.0-15.1745.270.0-16.1022.070.0-1.69-1.810.0-1.78-45.90.0-16.1022.070.0-16.1022.070.0--0.00
20Q2 (1)2070.00.0-0.590.00.0-5.660.00.0-1.100.00.06.00.00.0-1.120.00.0-27.720.00.0-20.660.00.0-1.660.00.0-1.220.00.0-20.660.00.0-20.660.00.0--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)
2025/50.33-13.06350.51.48295.90.96N/A113年11月起合併印尼子公司營收
2025/40.3854.571587.11.15282.420.86N/A113年11月起新增合併印尼子公司營收
2025/30.257.02253.890.76175.270.760.08113/11起新增合併印尼子公司營收
2025/20.23-17.85141.640.51148.630.890.07新增合併印尼子公司營收
2025/10.28-24.98154.680.28154.681.00.061月營收有合併印尼子公司營收
2024/120.389.71250.861.47-12.720.790.1712月營收有合併印尼子公司營收
2024/110.34402.8396.051.12-28.490.60.2211月營收有合併印尼子公司營收
2024/100.07-64.06-63.460.83-40.310.370.35主要客戶庫存去化中
2024/90.1966.3218.480.77-36.740.340.23主要客戶庫存去化中
2024/80.11208.88108.910.58-45.160.20.39主要客戶庫存去化中
2024/70.04-28.41-66.990.46-53.60.160.49主要客戶庫存去化中
2024/60.05-30.28-50.680.43-51.910.153.17主要客戶庫存去化中
2024/50.07225.56-66.980.37-52.080.172.82主要客戶庫存去化中
2024/40.02-67.57-68.640.3-46.060.192.49主要客戶庫存去化中
2024/30.07-26.9135.510.28-42.670.282.06主要客戶庫存去化中
2024/20.1-13.42-54.230.21-52.050.311.82主要客戶庫存去化中
2024/10.113.34-49.990.11-49.990.391.45主要客戶庫存去化中
2023/120.11-38.69-66.421.68-53.580.471.05工廠搬遷造成生產期間縮短
2023/110.17-6.29-54.521.57-52.330.520.94主要客戶庫存去化中
2023/100.1916.53-55.511.4-52.040.41.22主要客戶庫存去化中
2023/90.16193.27-29.581.21-51.460.331.75主要客戶庫存去化中
2023/80.05-51.19-69.431.05-53.660.272.1主要客戶庫存去化中
2023/70.116.94-24.111.0-52.310.441.29主要客戶庫存去化中
2023/60.1-53.32-55.50.88-54.450.41.6主要客戶庫存去化中
2023/50.22209.1549.040.78-54.30.351.84主要客戶庫存去化中
2023/40.0740.15-76.940.56-64.290.331.92主要客戶庫存去化中
2023/30.05-75.31-88.820.48-61.090.482.36主要客戶庫存去化中
2023/20.21-5.39-34.230.43-44.590.751.52本公司產品項目調整中
2023/10.22-30.6-51.780.22-51.780.931.23本公司產品項目調整中
2022/120.32-16.98-36.93.62-51.311.120.85本公司產品項目調整中
2022/110.38-8.3288.53.3-52.371.030.92本公司產品項目調整中
2022/100.4284.46-20.552.91-56.640.831.15本公司產品項目調整,以改善毛利,導致較去年同期較低。
2022/90.2327.29-67.642.49-59.720.551.54本公司產品項目調整,以改善毛利,導致較去年同期較低。
2022/80.1821.18-71.512.27-58.70.561.51主要客戶出貨量下滑,導致較去年同期降低
2022/70.15-37.29-79.212.09-57.480.531.59主要客戶出貨量持續下滑,導致較去年同期降低
2022/60.2456.35-35.971.94-53.270.71.21主要客戶出貨量續下滑,導致較去年同期降低
2022/50.15-52.18-74.71.71-54.940.930.92主要客戶出貨量持續下滑,導致較去年同期降低
2022/40.31-32.05-53.831.56-51.271.10.78主要客戶出貨量持續下滑,導致較去年同期降低
2022/30.4645.22-38.131.24-50.571.240.93主要客戶出貨量持續下滑,導致較去年同期降低
2022/20.32-30.63-34.780.78-55.851.280.9主要客戶出貨量持續下滑,導致較去年同期降低
2022/10.46-9.17-63.930.46-63.931.170.99主要客戶出貨量持續下滑,導致營收較去年同期大幅降低。
2021/120.51148.0-76.957.43-76.01.241.26主要客戶出貨量持續下滑,導致營收較去年同期大幅降低。
2021/110.2-61.36-92.96.93-75.931.441.09主要客戶出貨量持續下滑,導致較去年同期降低
2021/100.53-24.88-86.876.72-74.051.860.84主要客戶出貨量持續下滑,導致較去年同期降低
2021/90.712.05-84.126.19-71.692.040.95主要客戶出貨量持續下滑,導致較去年同期降低
2021/80.63-11.57-85.675.49-68.541.71.13主要客戶出貨量持續下滑,導致較去年同期降低
2021/70.7193.17-69.794.91-62.431.671.15主要客戶出貨量持續下滑,導致較去年同期降低
2021/60.37-38.21-80.694.15-61.271.641.39主要客戶出貨量持續下滑,導致較去年同期降低
2021/50.59-12.73-68.423.79-57.082.021.13主要客戶出貨量持續下滑,導致較去年同期降低
2021/40.68-8.95-69.233.19-54.01.921.19主要客戶出貨量持續下滑,導致較去年同期降低
2021/30.7553.07-66.472.51-46.872.511.13主要客戶出貨量一直下滑,導致營收較去年同期降低
2021/20.49-61.64-37.661.76-29.343.960.72主要客戶出貨量一直下滑,導致營收較去年同期降低
2021/11.27-41.96-25.531.27-25.536.340.45主要客戶出貨量一直下滑,導致營收較去年同期降低
2020/122.2-23.61-36.6630.9726.419.090.44主要客戶出貨量持續下滑,導致營收較去年同期大幅降低。
2020/112.87-28.526.9228.7836.811.320.35主要客戶需求增加,出貨量增加,營收較去年同期成長。
2020/104.02-9.1650.3125.941.1812.830.31主要客戶需求增加,出貨量增加,營收較去年同期大幅成長。
2020/94.431.1227.3821.8839.6211.160.51主要客戶需求增加,出貨量增加,營收較去年同期大幅成長。
2020/84.3886.43458.8617.4521.898.630.66主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/72.3523.47-12.0813.08-3.40.0N/A-
2020/61.91.0349.7910.73-1.260.0N/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)49-32.88-3.270-6.1401.47-12.528.944284.85-109.290-103.460-1.60-1.430-1.610
2023 (9)730.0-2.790-6.4101.68-53.590.66-78.43-111.130-121.190-1.870-2.040-2.030
2022 (8)73-64.9-2.220-9.7603.62-50.953.060-78.330-44.790-2.830-1.620-1.620
2021 (7)2080.00.030-19.0707.38-75.85-12.190-73.1900.250-5.400.1900.060
2020 (6)2080.0-3.060-23.86030.5625.04-2.740-22.850-21.050-6.980-6.430-6.370
2019 (5)2080.0-0.230-19.48024.44-70.127.27159.64-23.360-2.160-5.710-0.530-0.470
2018 (4)208-50.0-3.410-35.62081.8-49.912.80-17.65-12.690-8.730-10.380-7.140-7.090
2017 (3)4160.0-1.630-25.210163.3-22.643.4033.86-4.740-4.170-7.740-7.230-6.80
2016 (2)4160.0-3.730-38.030211.092.772.54-59.29-4.470-7.350-9.430-13.910-15.510
2015 (1)4160.48-0.870-5.970205.4-24.056.240-0.640-1.760-1.310-3.190-3.610

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