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)410.013.891.1767.14143.751.24103.28327.591.87167.1455.834.7830.9655.1939.562.413.5314.1269.1103.1710.2432.372.390.68126.67223.810.4871.43182.3513.3946.1858.8410.2432.372.3926.9380.79611.64
25Q1 (19)4110.8117.140.7094.44-2.780.611120.038.640.70-65.52-2.783.6522.923.3138.6310.340.088.35735.024.637.7474.32-7.420.3900.050.00.28100.012.09.1685.431.17.7474.32-7.423.0431.84513.42
24Q4 (18)37-5.1312.120.36-30.77-21.740.05-93.15-91.072.0318.71-20.392.97-16.8113.7935.01-12.19-6.341.00-90.52-85.054.44-24.36-25.50.03-92.11-82.350.14-30.0-6.674.94-35.6833.154.44-24.36-25.5-0.45-11.2229.28
24Q3 (17)398.3318.180.528.33-55.560.73151.72-3.951.7142.5-18.573.5715.9117.8239.874.34-3.8810.5551.8-2.135.87-1.18-53.630.3880.9515.150.217.65-48.727.68-8.9-42.865.87-1.18-53.639.98-12.5058.81
24Q2 (16)362.869.090.48-33.33-11.110.29-34.09190.01.2066.6730.433.084.0527.2738.21-1.010.766.953.7342.425.94-28.95-14.290.215.075.00.17-32.0-5.568.43-6.95-19.945.94-28.95-14.298.7311.60-27.76
24Q1 (15)356.066.060.7256.5289.470.44-21.4337.50.72-71.7689.472.9613.4127.5938.603.260.446.700.154.28.3640.2756.850.217.6533.330.2566.67108.339.06144.246.138.3640.2756.85-0.22-2.08-23.88
23Q4 (14)330.03.120.46-60.68-30.30.56-26.32-15.152.5521.43-32.892.61-13.86-3.3337.38-9.88-11.426.69-37.94-16.275.96-52.92-23.390.17-48.48-22.730.15-61.54-28.573.71-72.4-36.255.96-52.92-23.395.6828.00316.84
23Q3 (13)330.03.121.17116.67-5.650.76660.0162.072.10128.26-33.543.0325.214.8441.489.397.9110.78120.931.1412.6682.68-8.660.33175.037.50.39116.67-2.513.4427.64-25.5812.6682.68-8.6614.7679.39295.62
23Q2 (12)330.03.120.5442.11-44.90.10-68.75-72.970.92142.11-51.832.424.31-27.7637.92-1.3315.864.88-24.11-37.766.9330.02-26.670.12-20.0-53.850.1850.0-43.7510.5369.84-17.86.9330.02-26.67-4.88-0.16-60.14
23Q1 (11)333.126.450.38-42.42-59.140.32-51.52-47.540.38-90.0-59.142.32-14.07-13.7538.43-8.934.346.43-19.52-41.975.33-31.49-50.280.15-31.82-50.00.12-42.86-58.626.206.53-51.035.33-31.49-50.28-10.32-44.5938.03
22Q4 (10)320.03.230.66-46.77450.00.66127.59288.243.8020.25194.572.7-6.5720.042.209.7825.197.99-2.869.647.78-43.87365.870.22-8.33100.00.21-47.5425.05.82-67.7780.757.78-43.87365.87-10.15-10.1252.98
22Q3 (9)320.03.231.2426.53217.950.29-21.627.413.1665.45170.092.89-13.739.8938.4417.456.788.224.853.9213.8646.67201.960.24-7.6914.290.425.0233.3318.0640.98114.2313.8646.67201.965.4015.96-30.48
22Q2 (8)323.233.230.985.3828.950.37-39.34-43.941.91105.38144.873.3524.5413.5632.73-11.13-10.37.84-29.24-34.179.45-11.8520.380.26-13.33-25.710.3210.3439.1312.811.1820.399.45-11.8520.3822.05340.19109.74
22Q1 (7)310.00.00.93675.04550.00.61258.8200.93-27.914550.02.6919.5635.1836.839.2620.1211.08135.24945.2810.72541.924023.080.3172.731400.00.29625.02800.012.66293.17599.4510.72541.924023.082.55302.88110.89
21Q4 (6)310.00.00.12-69.23157.140.17-37.04950.01.2910.26207.142.25-14.4523.6333.71-6.365.514.71-40.466628.571.67-63.62147.040.11-47.6200.04-66.67166.673.22-61.8220.61.67-63.62147.04-12.65-58.95-48.06
21Q3 (5)310.00.00.39-48.68880.00.27-59.091450.01.1750.082.812.63-10.8541.436.00-1.349.597.91-33.59645.524.59-41.53666.670.21-40.0800.00.12-47.83700.08.43-20.77532.314.59-41.53666.67--0.00
21Q2 (4)310.00.00.763700.00.00.6600.00.783800.00.02.9548.240.036.4919.020.011.911023.580.07.852919.230.00.351650.00.00.232200.00.010.64487.850.07.852919.230.0--0.00
21Q1 (3)310.00.00.02109.520.00.00100.00.00.02-95.240.01.999.340.030.66-4.040.01.061414.290.00.26107.320.00.0200.00.01116.670.01.81167.790.00.26107.320.0--0.00
20Q4 (2)310.00.0-0.21-320.00.0-0.020.00.00.42-34.380.01.82-2.150.031.95-2.740.00.07104.830.0-3.55-338.270.00100.00.0-0.06-200.00.0-2.67-36.920.0-3.55-338.270.0--0.00
20Q3 (1)310.00.0-0.050.00.0-0.020.00.00.640.00.01.860.00.032.850.00.0-1.450.00.0-0.810.00.0-0.030.00.0-0.020.00.0-1.950.00.0-0.810.00.0--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)
2025/81.17-7.1-3.2910.8728.233.89N/A-
2025/71.26-13.413.289.6933.54.29N/A-
2025/61.46-7.1435.178.4339.614.790.2-
2025/51.57-10.7699.456.9740.584.770.2相較去年同期多項專案仍在耕耘階段,本期營收增加係受惠於對資料中心客戶以及工業客戶大量出貨所貢獻。
2025/41.7622.2445.285.429.484.280.22-
2025/31.4433.5359.873.6523.013.650.32相較去年同期多項專案仍在耕耘階段,本期營收增加係受惠於對資料中心客戶以及工業客戶大量出貨所貢獻。
2025/21.08-4.4839.872.216.933.040.39-
2025/11.1336.09-12.691.13-12.693.060.38-
2024/120.83-24.9718.6912.5921.242.970.51-
2024/111.116.239.3311.7621.433.280.46-
2024/101.04-8.6615.9210.6522.843.390.45-
2024/91.14-6.0619.659.6123.643.570.43-
2024/81.21-0.78-0.58.4724.193.510.44-
2024/71.2213.3241.517.2629.573.090.5-
2024/61.0837.0142.816.0427.393.080.51-
2024/50.79-34.99-4.664.9624.472.90.54-
2024/41.2134.5143.714.1732.082.880.54-
2024/30.916.8310.962.9627.852.960.49-
2024/20.77-40.38-4.562.0636.952.760.53-
2024/11.2985.0384.911.2984.913.00.49連接器新產品量產及年前客戶提前交貨
2023/120.7-30.88-11.4410.38-10.822.610.5-
2023/111.0112.63-1.129.68-10.782.860.45-
2023/100.9-5.730.438.67-11.783.070.42-
2023/90.95-21.89-17.57.77-13.03.030.37-
2023/81.2241.1247.286.82-12.342.840.39-
2023/70.8614.35-5.475.6-19.432.440.45-
2023/60.76-8.53-19.94.74-21.542.420.4-
2023/50.83-2.01-28.23.99-21.842.480.39-
2023/40.843.86-33.043.16-19.992.460.39-
2023/30.810.47-22.722.32-13.892.320.43-
2023/20.8115.526.771.51-8.252.290.44-
2023/10.7-11.38-30.440.7-30.442.510.4-
2022/120.79-22.8413.0311.6418.452.70.43-
2022/111.0214.4121.4810.8518.863.070.37-
2022/100.89-22.5625.049.8318.592.870.4-
2022/91.1539.4539.248.9417.992.890.37-
2022/80.83-9.42-1.997.7815.372.680.4-
2022/70.91-3.1-4.786.9617.863.010.36-
2022/60.94-18.0-12.236.0422.263.350.33-
2022/51.15-8.6222.715.131.843.460.32-
2022/41.2619.8733.783.9534.762.940.37-
2022/31.0564.8323.792.6935.222.690.45-
2022/20.64-36.6268.361.6443.72.340.52客戶需求增加所致
2022/11.044.0131.51.031.52.540.48-
2021/120.7-17.07-5.219.8330.22.250.48-
2021/110.8417.7637.999.1334.032.380.45-
2021/100.71-13.7750.048.2933.642.390.45客戶需求增加所致
2021/90.83-1.8433.817.5732.282.630.33-
2021/80.84-12.054.136.7532.092.880.31客戶需求增加所致
2021/70.96-10.6937.725.929.452.970.3-
2021/61.0714.6550.154.9427.952.950.28客戶需求增加所致
2021/50.94-0.3820.673.8722.912.730.31-
2021/40.9410.929.082.9323.642.170.39-
2021/30.85124.1724.771.9931.971.990.44-
2021/20.38-50.559.461.1437.871.880.47109年因疫情關係營收較低所致
2021/10.763.829.210.7629.212.110.42-
2020/120.7420.7314.557.559.541.820.44-
2020/110.6128.04-0.026.819.031.710.47-
2020/100.48-23.1-21.156.210.010.0N/A-
2020/90.6213.052.385.7313.750.0N/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)3712.121.81-17.351.54-10.9812.5921.2938.01-2.396.51-12.156.13-23.380.826.490.955.560.76-9.52
2023 (9)333.122.19-31.991.73-8.9510.38-10.8238.944.47.41-15.028.00-23.440.77-23.760.9-37.930.84-31.15
2022 (8)323.233.22175.211.9077.5711.6418.4137.307.998.7224.7510.45159.951.0146.381.45126.561.22205.0
2021 (7)310.01.17178.571.07268.979.8330.234.54-2.046.99196.194.02133.720.69283.330.64255.560.4207.69
2020 (6)313.330.4200.2907.559.5835.267.762.3601.7200.1800.1800.130
2019 (5)3011.11-0.280-0.3706.89-6.7732.7214.65-2.270-1.250-0.160-0.10-0.090
2018 (4)278.00.83-54.140.07-94.77.39-4.1528.54-8.441.94-77.493.04-51.050.14-78.790.33-45.90.22-54.17
2017 (3)250.01.81-16.591.3220.07.71-11.8931.175.388.6213.726.21-5.770.660.00.61-22.780.48-17.24
2016 (2)2513.642.17-28.151.10-31.688.756.1929.58-2.257.58-18.326.59-30.850.66-13.160.79-12.220.58-26.58
2015 (1)224.763.028.631.6157.848.2416.3830.2609.2809.5300.7626.670.915.380.7931.67

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