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8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(%)
26Q1 (8)1252.463.3110.7322.9194.0310.5836.52103.8510.73-63.0894.0371.075.4571.0932.8311.113.7225.0325.417.4619.2116.7817.7817.7932.27101.0213.3624.98100.325.2117.5815.9619.2116.7817.7812.2115.9519.86
25Q4 (7)122-1.611.678.738.99123.277.753.2126.6129.0642.181.0667.418.9874.3929.55-5.6819.4419.96-12.5731.7516.45-9.5233.4113.454.02129.9110.697.65126.4821.44-9.8831.4516.45-9.5233.4111.5312.791.67
25Q3 (6)1242.483.338.0116.5950.07.510.1342.520.4564.9268.4556.654.0832.6131.334.718.6322.83-0.139.1318.1817.1417.2912.933.9444.639.9319.7854.1923.7913.9415.6518.1817.1417.2917.5520.4122.32
25Q2 (5)1210.00.836.8724.2382.237.5044.51119.312.40124.2382.3554.4331.0350.929.923.6418.2122.867.2741.3715.52-4.8422.4912.4440.56113.388.2924.2983.020.88-3.9623.8415.52-4.8422.49--0.00
25Q1 (4)1210.830.05.5341.430.05.1951.750.05.53-65.550.041.547.480.028.8716.690.021.3140.660.016.3132.280.08.8551.280.06.6741.310.021.7433.290.016.3132.280.0--0.00
24Q4 (3)1200.00.03.91-26.780.03.42-35.10.016.0532.210.038.65-9.530.024.74-14.220.015.15-27.580.012.33-20.450.05.85-34.560.04.72-26.710.016.31-20.710.012.33-20.450.0--0.00
24Q3 (2)1200.00.05.3441.640.05.2754.090.012.1478.530.042.7218.440.028.8413.950.020.9229.380.015.5022.340.08.9453.340.06.4442.160.020.5722.00.015.5022.340.0--0.00
24Q2 (1)1200.00.03.770.00.03.420.00.06.800.00.036.070.00.025.310.00.016.170.00.012.670.00.05.830.00.04.530.00.016.860.00.012.670.00.0--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)
2026/420.66-17.564.6391.7449.6865.23N/A-
2026/325.0728.5144.7271.0771.171.070.5終端客戶所需產品大量出貨
2026/219.5-26.449.6246.0189.9773.110.49終端客戶所需產品大量出貨
2026/126.5-2.22137.0126.5137.0173.970.48終端客戶所需產品大量出貨
2025/1227.1133.0968.38220.0151.5567.40.58終端客戶所需產品大量出貨
2025/1120.372.1868.44192.9149.4562.060.63終端客戶所需產品大量出貨
2025/1019.93-8.4390.5172.5447.4959.180.66終端客戶所需產品大量出貨
2025/921.7624.4948.54152.6143.2656.650.64-
2025/817.480.4734.11130.8542.4251.230.71-
2025/717.46.4215.76113.3743.852.080.7-
2025/616.35-10.8123.3495.9750.454.430.49終端客戶所需產品大量出貨
2025/518.33-7.1746.9179.6257.4955.40.48終端客戶所需產品大量出貨
2025/419.7514.0190.9661.2960.9650.10.54終端客戶所需產品大量出貨
2025/317.3232.8762.6841.5449.7841.540.64終端客戶所需產品大量出貨
2025/213.0416.57118.824.2241.7340.310.66終端客戶所需產品大量出貨
2025/111.18-30.530.4811.180.4839.370.68-
2024/1216.133.14-11.1145.1729.0738.650.57-
2024/1112.0915.56-32.6129.0736.7837.20.59-
2024/1010.46-28.59-6.97116.9853.0738.150.57終端客戶所需產品大量出貨
2024/914.6512.3961.82106.5263.4342.720.41終端客戶所需產品大量出貨
2024/813.04-13.2776.1291.8763.6941.320.43終端客戶所需產品大量出貨
2024/715.0313.38111.1178.8461.840.760.43終端客戶所需產品大量出貨
2024/613.266.2360.263.8153.3636.070.51終端客戶所需產品大量出貨
2024/512.4820.6536.4350.5551.6633.460.55終端客戶所需產品大量出貨
2024/410.34-2.8633.9738.0757.4226.950.68終端客戶所需產品大量出貨
2024/310.6578.6954.4127.7368.4127.73N/A終端客戶所需產品大量出貨
2024/25.96-46.4611.3317.0978.535.19N/A終端客戶所需產品大量出貨
2024/111.13-38.54163.6811.13163.6847.18N/A終端客戶所需產品大量出貨
2023/1218.110.9366.08112.476.5347.29N/A終端客戶所需產品大量出貨
2023/1117.9459.53129.8594.36-0.3238.24N/A終端客戶所需產品大量出貨
2023/1011.2524.242.9476.42-12.0227.7N/A-
2023/99.0522.33-7.9865.18-17.4923.57N/A-
2023/87.43.95-27.7956.12-18.8522.79N/A-
2023/77.12-13.95-30.2548.72-17.2924.54N/A-
2023/68.27-9.53-37.0541.6-14.5725.14N/A-
2023/59.1518.48-3.4333.33-6.2723.76N/A-
2023/47.7211.9448.3324.18-7.319.96N/A-
2023/36.8928.84-15.2816.47-21.1616.47N/A-
2023/25.3526.79-0.79.57-24.9120.47N/A-
2023/14.22-61.29-42.644.22-42.6422.93N/A-
2022/1210.939.6816.86105.5812.0426.57N/A-
2022/117.81-0.78-4.8994.6711.5125.51N/A-
2022/107.87-20.04-9.1586.8713.2627.96N/A-
2022/99.84-4.05.1679.016.1230.3N/A-
2022/810.250.4211.2169.1617.8633.6N/A-
2022/710.21-22.3429.3758.9119.132.82N/A-
2022/613.1438.7756.0348.7117.1627.82N/A客戶需求成長與第二季停工導致之訂單遞延,營收變動達50%以上。
2022/59.4782.0128.8235.567.2822.81N/A-
2022/45.2-36.06-31.5926.091.1418.73N/A-
2022/38.1451.011.0920.8914.8320.89N/A-
2022/25.39-26.7523.3812.7525.7422.08N/A-
2022/17.36-21.1227.527.3627.5224.89N/A-
2021/129.3313.6634.3194.2324.8926.2N/A-
2021/118.21-5.2326.5684.923.9426.22N/A-
2021/108.66-7.4456.9376.6923.6627.23N/A受惠於雲端趨勢增長快速,公司不斷開發新品以滿足客戶需求,訂單能見度高,故營收增長迅速。
2021/99.361.5230.8768.0320.4226.46N/A-
2021/89.2216.8237.9758.6818.925.53N/A-
2021/77.89-6.347.9749.4615.9223.67N/A-
2021/68.4214.5725.7241.5717.560.0N/A-
2021/57.35-3.33-3.8733.1515.650.0N/A-
成長能力-近5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
2025 (5)1221.6728.4182.1227.9490.98220.0151.5529.9714.7821.6725.5516.6422.5347.6790.2248.3285.0635.5883.97
2024 (4)1200.015.6074.314.6363.65145.1729.0726.1114.1217.2632.7713.5838.0125.0671.4126.1182.5919.3478.25
2023 (3)1200.08.959.288.9440.13112.476.5322.8813.3813.0020.269.843.0414.6228.0214.36.4810.858.61
2022 (2)1200.08.1947.36.3819.25105.5812.0420.183.1210.8115.499.5533.9411.4229.4813.4351.589.9948.44
2021 (1)1200.05.56-31.195.35-9.3294.2324.8919.5709.3607.1308.82-8.418.86-26.356.73-31.12

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