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(%)
24Q1 (20)1071.911.46-0.0990.2288.89-0.1577.6181.01-0.0994.388.894.5-14.12-10.8911.08-18.6512.6-3.7380.4380.1-2.0788.6886.48-0.1783.082.11-0.0990.6288.31-2.0891.2187.85-2.0788.6886.48-11.65-388.22-848.70
23Q4 (19)1050.012.9-0.92-866.67-50.82-0.67-1775.0-21.82-1.58-135.82-322.545.24-9.19-5.4213.62-21.09-14.12-19.06-1113.83-47.3-18.28-946.3-77.99-1.0-1009.09-38.89-0.96-900.0-68.42-23.65-825.46-86.66-18.28-946.3-77.99-2.42-233.33-737.50
23Q3 (18)1051.9412.90.12400.0-79.660.04300.0-92.86-0.6718.29-150.765.774.34-28.2317.262.86-16.941.88288.0-75.172.16366.67-68.510.11283.33-81.970.12400.0-78.183.26329.58-53.432.16366.67-68.516.92247.53198.74
23Q2 (17)1037.2910.75-0.0495.06-105.88-0.0297.47-103.57-0.82-1.23-212.335.539.5-45.6216.7870.53-6.57-1.0094.66-114.1-0.8194.71-113.13-0.0693.68-108.33-0.0494.81-106.35-1.4291.71-119.24-0.8194.71-113.130.3331.1426.91
23Q1 (16)963.234.35-0.81-32.79-1720.0-0.79-43.64-977.78-0.81-214.08-1720.05.05-8.84-48.839.84-37.96-31.24-18.74-44.82-975.7-15.31-49.07-3224.49-0.95-31.94-552.38-0.77-35.09-1640.0-17.12-35.12-1125.15-15.31-49.07-3224.49-19.96-118.09-120.93
22Q4 (15)930.04.49-0.61-203.39-405.0-0.55-198.21-443.750.71-46.21184.05.54-31.09-37.8915.86-23.6818.36-12.94-270.94-5726.09-10.27-249.71-610.95-0.72-218.03-3700.0-0.57-203.64-416.67-12.67-281.0-4323.33-10.27-249.71-610.95-26.02-108.31-99.11
22Q3 (14)930.02.20.59-13.24336.00.560.0380.01.3280.822540.08.04-20.943.4720.7815.777.617.576.77591.566.8611.18333.330.61-15.28608.330.55-12.7339.137.00-5.15500.06.8611.18333.33-8.95623.38261.11
22Q2 (13)931.093.330.681260.02166.670.56522.222700.00.731360.0128.1210.173.0451.7917.9625.51-12.37.09231.311189.096.171159.181714.710.72242.861700.00.631160.03050.07.38341.921090.326.171159.181714.716.85592.50239.24
22Q1 (12)923.3710.840.05-75.0-83.330.09-43.75-60.870.05-80.0-83.339.8710.6547.7514.316.79-33.072.14830.43-56.770.49-75.62-87.070.21950.0-36.360.05-72.22-80.01.67456.67-66.530.49-75.62-87.0712.7352.5068.12
21Q4 (11)89-2.29.880.20180.0253.850.16180.0233.330.25400.0-84.188.9214.837.8713.4014.53-37.270.23114.94111.52.01168.37220.360.02116.67115.380.18178.26263.640.30117.14118.42.01168.37220.3615.39-376.67-460.00
21Q3 (10)911.1112.35-0.25-933.33-175.76-0.20-1100.0-180.00.05-84.38-97.097.7715.9720.4711.70-42.87-53.03-1.54-380.0-140.0-2.94-964.71-170.5-0.12-400.0-148.0-0.23-1250.0-185.19-1.75-382.26-145.1-2.94-964.71-170.58.13-511.67-595.65
21Q2 (9)908.4320.00.03-90.0-96.340.02-91.3-96.360.326.67-78.526.70.3-14.4320.48-4.21-20.060.55-88.89-94.660.34-91.03-95.650.04-87.88-95.060.02-92.0-96.720.62-87.58-94.110.34-91.03-95.651.77120.38100.19
21Q1 (8)832.4710.670.30330.77-55.220.23291.67-53.060.30-81.01-55.226.683.2516.1721.380.09-12.564.95347.5-57.43.79326.95-56.340.33353.85-50.750.25327.27-50.04.99406.13-55.493.79326.95-56.341.7895.6971.84
20Q4 (7)810.08.0-0.13-139.39-111.11-0.12-148.0-114.811.58-8.14-60.796.470.31-18.3121.36-14.25-19.4-2.00-151.95-118.69-1.67-140.05-115.11-0.13-152.0-115.29-0.11-140.74-112.5-1.63-142.01-115.12-1.67-140.05-115.11-8.66-99.57-101.28
20Q3 (6)818.08.00.33-59.76-60.710.25-54.55-56.91.7215.44-39.656.45-17.62-18.7724.91-2.779.783.85-62.59-63.714.17-46.68-47.010.25-69.14-70.240.27-55.74-57.143.88-63.15-63.744.17-46.68-47.019.28-18.68-21.15
20Q2 (5)750.00.00.8222.39-28.070.5512.24-30.381.49122.39-25.877.8336.17-1.1425.624.798.8410.29-11.45-14.687.82-9.91-27.390.8120.9-15.620.6122.0-28.2410.53-6.07-12.837.82-9.91-27.39--0.00
20Q1 (4)750.00.00.67-42.740.00.49-39.510.00.67-83.370.05.75-27.40.024.45-7.740.011.628.60.08.68-21.450.00.67-21.180.00.5-43.180.011.213.990.08.68-21.450.0--0.00
19Q4 (3)750.00.01.1739.290.00.8139.660.04.0341.40.07.92-0.250.026.5016.790.010.700.850.011.0540.410.00.851.190.00.8839.680.010.780.750.011.0540.410.0--0.00
19Q3 (2)750.00.00.84-26.320.00.58-26.580.02.8541.790.07.940.250.022.69-3.610.010.61-12.020.07.87-26.930.00.84-12.50.00.63-25.880.010.70-11.420.07.87-26.930.0--0.00
19Q2 (1)750.00.01.140.00.00.790.00.02.010.00.07.920.00.023.540.00.012.060.00.010.770.00.00.960.00.00.850.00.012.080.00.010.770.00.0--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)
2024/41.7217.29-3.866.22-9.014.21N/A-
2024/31.4641.92-20.024.5-10.844.51.28-
2024/21.03-48.56-34.353.04-5.624.721.22-
2024/12.018.9621.82.021.85.481.05-
2023/121.69-5.991.4821.59-35.785.241.18-
2023/111.791.61-0.8519.91-37.715.421.14-
2023/101.76-5.46-15.4718.11-39.925.471.13-
2023/91.871.67-28.2216.35-41.745.771.33-
2023/81.84-11.42-25.7514.48-43.126.01.27-
2023/72.07-1.21-29.8612.65-44.995.821.32-
2023/62.127.31-33.7910.58-47.225.531.46-
2023/51.65-7.72-52.198.48-49.745.261.531.市場狀況不如預期,需求減少,致電子連接線出貨量下滑。2.充電槍新舊規格交替,致客戶認證過渡期間,致使銷售數量下滑。
2023/41.79-2.41-49.86.83-49.115.191.551.PC產業景氣低迷,目前客戶庫存仍高,需求減少,致連接線產品出貨量下滑;2.充電槍新舊規格交替,客戶認證過渡期間,使銷售數量下滑。
2023/31.8316.48-54.625.05-48.875.051.791.PC產業景氣低迷,目前客戶庫存仍高,需求減少,致連接線產品出貨量下滑;2.充電槍新舊規格交替,客戶認證過渡期間,使銷售數量下滑。
2023/21.57-4.55-41.043.22-44.94.881.85-
2023/11.65-0.88-48.141.65-48.145.111.77-
2022/121.66-8.15-42.8933.6211.815.561.88-
2022/111.81-13.37-39.8331.9617.666.491.6-
2022/102.09-19.72-30.5330.1524.827.161.46-
2022/92.65.17-13.7528.0732.688.031.53-
2022/82.47-16.32-5.1425.4740.48.591.42-
2022/72.95-6.7437.2922.9948.049.571.28-
2022/63.17-8.0642.2820.0449.7710.171.15-
2022/53.45-3.1161.5516.8751.2611.031.06新產品出貨增加,使營收成長。
2022/43.56-11.7851.7213.4348.8310.251.14本月份顯示器產品出貨回升及新產品出貨成長,使營收成長。
2022/34.0351.3567.449.8747.819.870.93本月份顯示器產品出貨回升及新產品出貨成長,使營收成長。
2022/22.66-16.0556.625.8436.748.751.05本月份顯示器產品出貨回升及新產品出貨成長,使營收成長。
2022/13.179.1423.583.1723.589.091.01-
2021/122.91-3.2336.930.0713.588.920.9-
2021/113.00.0236.3327.1611.559.020.89-
2021/103.0-0.3442.7824.169.088.620.93-
2021/93.0115.6825.321.155.547.770.99-
2021/82.6121.130.0318.142.856.981.11-
2021/72.15-3.355.2515.53-0.636.511.19-
2021/62.234.383.6613.38-1.526.70.96-
2021/52.13-9.01-19.3611.15-2.496.890.94-
2021/42.34-2.64-22.869.022.586.451.0-
2021/32.4141.56-15.146.6816.026.680.81-
2021/21.7-33.7688.944.2746.346.390.85去年2月因疫情影響開工,以致工作天數較少,今年本月除農曆春節,其餘工作天數正常營運。
2021/12.5720.9127.322.5727.326.90.79-
2020/122.12-3.63-17.1826.47-14.636.430.79-
2020/112.24.75-13.9324.35-14.46.710.76-
2020/102.1-12.54-23.6822.15-14.446.510.78-
2020/92.4120.05-14.1920.04-13.346.450.76-
2020/82.0-1.97-24.5917.64-13.236.20.8-
2020/72.04-4.81-18.3115.63-11.526.840.72-
2020/62.15-18.8-19.7413.59-10.47.830.56-
2020/52.65-12.961.011.44-8.398.520.51-
2020/43.047.0915.68.79-10.896.780.64-
2020/32.84215.2216.745.75-20.515.750.86-
2020/20.9-55.36-48.162.92-39.345.480.9-
2020/12.02-21.35-34.362.02-34.367.140.69-
2019/122.560.14-2.5231.01-0.557.880.68-
2019/112.56-7.11-1.7728.45-0.368.120.66-
2019/102.76-1.6714.5625.89-0.228.220.65-
2019/92.85.5-6.2123.13-1.747.960.68-
2019/82.666.18-10.020.33-1.087.840.69-
2019/72.5-6.48-9.4317.670.47.80.7-
2019/62.682.19-4.6115.162.240.0N/A-
2019/52.62-0.37-3.012.493.840.0N/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
2023 (10)10512.9-1.580-1.45021.59-35.7814.52-15.68-8.760-7.650-1.890-1.990-1.650
2022 (9)934.490.71184.00.66214.2933.6211.8117.225.582.45175.281.96161.330.82203.70.78200.00.66186.96
2021 (8)899.880.25-83.660.21-82.0530.0713.4316.31-32.460.89-85.190.75-84.380.27-83.020.26-83.850.23-81.89
2020 (7)818.01.53-62.031.17-58.0626.51-14.5724.15-3.016.01-48.374.80-50.361.59-55.961.61-55.771.27-57.67
2019 (6)755.634.03-27.262.79-23.3531.03-0.4824.90-6.3211.64-28.419.67-23.383.61-28.83.64-28.913.0-23.86
2018 (5)711.435.5415.423.6415.5631.1819.126.58-6.4416.264.712.62-1.15.0724.575.1226.733.9417.96
2017 (4)7011.114.805.963.1514.9626.18-5.4528.41-0.3515.5314.712.7623.174.078.534.049.493.3416.38
2016 (3)630.04.53265.322.74191.4927.6921.3928.5166.9213.54129.110.36201.163.75177.783.69226.552.87263.29
2015 (2)630.01.2418.10.9423.6822.817.9517.0824.585.9124.423.448.521.3535.01.1331.40.7917.91
2014 (1)630.01.0500.76021.1324.8113.7104.7503.1701.000.8600.670

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