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)2216.257.2868.80209.351144.1254.83338.291172.1668.8063.891144.12409.6779.69196.0361.8247.6198.3336.23147.64331.8237.0482.46349.51148.41345.141177.19151.74227.81229.8943.6991.62347.6437.0482.46349.5152.70158.12258.14
25Q4 (7)2080.481.9622.24106.8889.9212.51178.0251.4541.98110.957.78227.9925.781.3541.8828.4338.0814.6386.37296.1120.3065.316.7333.34134.13455.8246.29108.0493.622.8055.74-12.6120.3065.316.7313.54152.7562.78
25Q3 (6)2070.00.9810.75198.61218.994.50-52.43-14.9319.90117.72-27.13181.371.3830.0832.6111.6811.377.85-40.12-10.3912.28195.19147.5814.24-39.316.5322.25198.66222.014.64161.43174.1612.28195.19147.5815.3281.8633.53
25Q2 (5)2070.490.983.60-34.9-69.929.46119.4934.189.1465.28-61.9178.929.2712.5529.20-6.32-17.1913.1156.264.384.16-49.51-73.0223.46101.8917.487.45-34.71-69.65.60-42.62-69.24.16-49.51-73.02--0.00
25Q1 (4)2060.980.05.53-52.780.04.31152.180.05.53-85.80.0138.3910.080.031.172.770.08.39212.470.08.24-56.680.011.62224.010.011.41-52.280.09.76-62.590.08.24-56.680.0--0.00
24Q4 (3)204-0.490.011.71247.480.0-8.26-256.140.038.9542.620.0125.72-9.830.030.333.590.0-7.46-185.160.019.02283.470.0-9.37-176.680.023.91246.020.026.09388.580.019.02283.470.0--0.00
24Q3 (2)2050.00.03.37-71.850.05.29-24.960.027.3113.840.0139.43-12.280.029.28-16.960.08.76-30.250.04.96-67.830.012.22-38.810.06.91-71.810.05.34-70.630.04.96-67.830.0--0.00
24Q2 (1)2050.00.011.970.00.07.050.00.023.990.00.0158.950.00.035.260.00.012.560.00.015.420.00.019.970.00.024.510.00.018.180.00.015.420.00.0--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)
2026/4202.0710.32236.63611.74208.31507.23N/A係總出貨量及均價增加
2026/3183.1750.15221.47409.67196.03409.671.76係總出貨量增加
2026/2121.9816.71169.43226.5178.22313.622.3係總出貨量增加
2026/1104.5219.97189.24104.52189.24261.852.76係總出貨量增加
2025/1287.1224.0792.67726.6423.29227.991.56係總出貨量增加
2025/1170.22-0.6162.01639.5217.52206.021.73係模組產品出貨量增加
2025/1070.658.4490.08569.3113.67195.141.82係模組產品出貨量增加
2025/965.159.7947.04498.657.55181.371.74-
2025/859.344.3223.47433.53.38178.191.77-
2025/756.88-8.2220.85374.160.78175.751.79-
2025/661.988.9315.6317.29-2.13178.91.63-
2025/556.9-5.215.8255.31-5.64173.91.67-
2025/460.035.3516.41198.41-8.48162.281.79-
2025/356.9825.85-15.89138.39-16.26138.392.04-
2025/245.2725.29-2.9481.41-16.51126.622.23-
2025/136.13-20.08-28.9536.13-28.95124.692.26-
2024/1245.214.32-12.74589.3622.21125.721.96-
2024/1143.3416.59-19.85544.1426.42124.821.97-
2024/1037.17-16.11-27.94500.833.07129.531.9-
2024/944.31-7.79-11.45463.6342.77139.432.04-
2024/848.062.1120.42419.3252.64148.731.92係模組產品銷售額增加
2024/747.06-12.2138.64371.2758.12154.451.85係模組產品銷售額增加
2024/653.61-0.355.93324.2161.41158.951.91係模組產品銷售額增加
2024/553.784.2967.96270.662.54173.091.76係模組產品銷售額增加
2024/451.56-23.8953.14216.8261.26165.961.83模組產品銷售額增加30%
2024/367.7545.2372.59165.2663.97165.26N/A模組產品銷售額約增加60%
2024/246.65-8.2742.4497.5158.47149.33N/A模組產品銷售額約增加60%
2024/150.86-1.8476.750.8676.7156.75N/A模組產品銷售額約增加67%
2023/1251.82-4.1629.47482.22-19.97157.48N/A-
2023/1154.074.8132.45430.4-23.49155.7N/A-
2023/1051.593.0922.65376.33-27.86141.53N/A-
2023/950.0425.394.05324.74-32.29123.89N/A-
2023/839.917.56-9.78274.7-36.34108.23N/A-
2023/733.94-1.27-36.46234.79-39.38100.34N/A-
2023/634.387.38-34.93200.85-39.84100.07N/A-
2023/532.02-4.9-37.21166.47-40.77104.94N/A-
2023/433.67-14.22-42.94134.45-41.56105.67N/A-
2023/339.2519.86-38.47100.78-41.08100.78N/A-
2023/232.7513.78-38.2961.53-42.63101.55N/A-
2023/128.78-28.08-46.8828.78-46.88109.63N/A-
2022/1240.02-1.96-19.84602.56-3.67122.9N/A-
2022/1140.82-2.93-29.65562.54-2.27130.97N/A-
2022/1042.06-12.53-30.32521.720.79134.38N/A-
2022/948.098.71-16.18479.664.9145.75N/A-
2022/844.23-17.2-22.48431.577.92150.5N/A-
2022/753.421.09-2.55387.3412.99157.26N/A-
2022/652.843.623.14333.9115.95162.85N/A-
2022/550.99-13.59-10.47281.0718.72173.81N/A-
2022/459.02-7.4915.93230.0827.97175.89N/A-
2022/363.820.223.33171.0632.72171.06N/A-
2022/253.07-2.0545.22107.2639.02157.19N/A-
2022/154.198.5233.4454.1933.44162.15N/A-
2021/1249.93-13.9519.59625.5728.99168.33N/A-
2021/1158.03-3.8737.56575.6429.87175.78N/A-
2021/1060.375.2135.72517.6129.06174.81N/A-
2021/957.380.5432.17457.2428.23169.27N/A-
2021/857.074.0952.42399.8727.69163.12N/A主要係模組產品營收增加51.17%
2021/754.827.042.42342.824.33163.02N/A-
2021/651.23-10.0552.0287.9821.390.0N/A營收成長主要係模組產品營收較去年同期成長68.41%;綜效使6月整體營收較去年同期成長52%。
2021/556.9611.8945.86236.7516.330.0N/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)2081.9639.7411.3830.77291.48726.6423.2934.406.1111.3889.9812.03-10.8982.66133.97102.064.6987.399.88
2024 (4)2044.0835.68103.077.86-44.8589.3622.2232.42-3.285.99-20.2413.5079.5235.33-2.4697.49137.8479.53119.45
2023 (3)1960.5117.57-32.5814.24-47.08482.22-19.9733.5216.557.51-33.897.52-16.0736.22-47.0840.99-34.9136.24-32.9
2022 (2)195-1.0226.06-35.026.91-20.64602.56-3.6828.76-6.0711.36-21.768.96-31.1868.44-24.6662.97-35.3454.01-33.71
2021 (1)1970.040.09-6.7933.91158.85625.5728.9930.62014.52013.02090.84133.5297.380.4681.47-6.35

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。