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)4031.512.030.11-84.72-90.6-0.13-114.29-112.260.11-96.75-90.655.59-25.17-37.2125.4610.8418.09-0.64-117.2-110.530.91-76.84-82.7-0.36-113.04-106.690.44-84.62-90.461.08-58.94-83.310.91-76.84-82.7-9.33-43.0530.73
23Q4 (19)3970.0-5.020.72-1.37-33.940.91175.76-42.773.3826.59-12.6674.296.52-13.5922.972.96-8.993.7224.0-53.093.93-7.53-25.992.7632.06-59.532.86-1.38-37.282.63-50.19-54.53.93-7.53-25.992.21-3.2882.47
23Q3 (18)3970.25-1.980.73-5.19-61.170.33-10.81-75.562.6737.63-1.8469.74-2.11-19.4822.315.38-3.03.00-19.57-63.864.250.24-51.922.09-21.43-70.932.9-4.61-61.995.28-10.36-51.114.250.24-51.92-10.82-19.69-37.95
23Q2 (17)3960.25-8.760.77-34.19352.940.37-65.09-24.491.9465.81113.1971.24-19.5314.3721.17-1.81-9.83.73-38.65-6.054.24-19.39231.252.66-50.567.693.04-34.06310.815.89-8.96195.984.24-19.39231.25-8.28-13.42-49.21
23Q1 (16)395-5.5-10.231.177.3458.111.06-33.33381.821.17-69.7758.1188.532.9825.9521.56-14.5811.086.08-23.33114.085.26-0.9413.615.38-21.11169.04.611.141.416.4711.944.355.26-0.9413.611.12-17.34-7.77
22Q4 (15)4183.21-5.01.09-42.02172.51.5917.78307.693.8742.2855.4285.97-0.7434.4125.249.747.547.93-4.46145.515.31-39.9393.096.82-5.15231.074.56-40.24160.575.78-46.4866.095.31-39.9393.0919.15481.9396.64
22Q3 (14)405-6.68-8.161.881005.8893.811.35175.5118.422.72198.929.5286.6139.0436.9323.00-2.0-19.338.30109.07-19.888.84590.6230.967.19191.099.777.63931.0878.2710.80442.719.648.84590.6230.9613.83464.43149.12
22Q2 (13)434-1.36-1.360.17-77.03-79.760.49122.73-30.00.9122.97-18.7562.29-11.382.3823.4720.920.173.9739.79-29.231.28-72.35-78.772.4723.5-27.570.74-77.3-79.841.99-67.9-71.571.28-72.35-78.77-0.743.9839.57
22Q1 (12)4400.00.230.7485.0155.170.22-43.59-51.110.74-70.28155.1770.299.92.2119.41-17.30.262.84-12.07-12.354.6368.36153.012.0-2.91-10.313.2686.29156.696.2078.16156.24.6368.36153.015.5113.12-54.69
21Q4 (11)440-0.231.620.40-58.76-59.60.39-65.79-61.02.4918.5730.3763.961.12-10.5323.47-17.68-12.163.23-68.82-60.172.75-59.26-54.322.06-68.55-64.481.75-59.11-59.113.48-64.67-58.772.75-59.26-54.322.54-21.64-1.47
21Q3 (10)4410.232.080.9715.4811.491.1462.8617.532.1087.5125.8163.253.965.0528.5121.689.0210.3684.6725.426.7511.948.06.5592.0831.534.2816.6213.839.8540.7122.826.7511.948.0-3.78102.5759.21
21Q2 (9)4400.231.850.84189.66121.050.7055.5662.791.12286.212140.060.84-11.5324.0923.4321.02-4.255.6173.1530.476.03229.5180.03.4152.9161.613.67188.98123.787.00189.2670.736.03229.5180.0-7.6659.480.28
21Q1 (8)4391.391.620.29-70.71187.880.45-55.0850.00.29-84.82187.8868.77-3.864.6419.36-27.54-26.193.24-60.052600.01.83-69.6154.32.23-61.554360.01.27-70.33190.712.42-71.33190.981.83-69.6154.37.46-28.46-25.95
20Q4 (7)4330.230.230.9913.79320.01.003.09300.01.91105.38664.071.4918.7342.0126.722.1856.268.11-1.82207.996.02-3.68254.765.816.47253.444.2813.83320.628.445.24214.216.02-3.68254.7620.7771.3764.33
20Q3 (6)4320.00.00.87128.95448.00.97125.58246.430.931760.032.8660.2122.813.7326.156.873.168.2692.09339.366.2586.57397.624.98136.02403.033.76129.27444.958.0295.61445.696.2586.57397.6220.09172.05471.12
20Q2 (5)4320.00.00.38215.15322.220.43816.67760.00.05115.15-94.7449.0317.38-14.9424.47-6.718.274.303483.33165.433.35199.41329.492.114120.0126.881.64217.14343.244.10254.14116.933.35199.41329.49--0.00
20Q1 (4)4320.00.0-0.3326.670.0-0.0688.00.0-0.33-232.00.041.77-17.020.026.2353.390.00.12101.60.0-3.3713.370.00.05101.320.0-1.427.840.0-2.6664.010.0-3.3713.370.0--0.00
19Q4 (3)4320.00.0-0.45-80.00.0-0.50-278.570.00.25-64.290.050.34-4.910.017.10-32.540.0-7.51-499.470.0-3.89-85.240.0-3.78-481.820.0-1.94-77.980.0-7.39-218.530.0-3.89-85.240.0--0.00
19Q3 (2)4320.00.0-0.25-377.780.00.28460.00.00.70-26.320.052.94-8.150.025.3512.170.01.8816.050.0-2.10-369.230.00.996.450.0-1.09-394.590.0-2.32-222.750.0-2.10-369.230.0--0.00
19Q2 (1)4320.00.00.090.00.00.050.00.00.950.00.057.640.00.022.600.00.01.620.00.00.780.00.00.930.00.00.370.00.01.890.00.00.780.00.0--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)
2024/421.232.94-13.6676.82-32.0962.02N/A-
2024/320.622.28-30.2855.59-37.2155.591.0-
2024/220.1636.23-30.9634.96-40.6960.320.92-
2024/114.8-41.63-50.2414.8-50.2466.310.84本月營收較去年同期減少,主係本期美國及歐洲地區出貨減少。
2023/1225.36-3.03-10.88303.8-0.5574.290.49-
2023/1126.1514.79-14.74278.440.5172.790.5-
2023/1022.78-4.53-16.14252.292.4172.850.5-
2023/923.86-8.95-20.49229.514.769.740.81-
2023/826.2133.27-12.38205.658.770.30.8-
2023/719.67-19.46-26.29179.4412.6766.310.85-
2023/624.429.86-14.32159.7720.5171.240.85-
2023/522.23-9.67.76135.3530.0576.40.79-
2023/424.59-16.8786.9113.1335.5683.380.72本月營收較去年同期增加,主係本期美國及歐洲地區出貨增加。
2023/329.581.2814.1988.5325.9588.530.83-
2023/229.21-1.8143.2458.9532.8187.410.84-
2023/129.754.5423.9429.7523.9488.870.83-
2022/1228.45-7.2314.59305.4818.9486.290.93-
2022/1130.6712.956.95277.0319.4187.850.91本月營收較去年同期增加,主係本期美國及歐洲地區出貨增加。
2022/1027.17-9.4838.67246.3515.9687.090.92-
2022/930.010.3332.36219.1913.6586.610.88-
2022/829.9112.137.48189.1711.1585.10.89-
2022/726.68-6.3941.83159.267.2975.811.0-
2022/628.538.224.71132.582.2862.291.2-
2022/520.6356.763.37104.07-2.5159.691.25-
2022/413.16-49.2-27.0583.45-3.8659.451.25-
2022/325.927.041.3770.292.2170.290.95-
2022/220.39-15.04-2.7744.392.7169.220.97-
2022/124.0-3.347.8824.07.8868.370.98-
2021/1224.8327.05-26.96256.8215.4163.960.97-
2021/1119.54-0.24-2.94231.9923.0561.811.01-
2021/1019.59-13.612.72212.4526.1664.020.97-
2021/922.674.212.99192.8627.763.250.9-
2021/821.7615.654.21170.1831.9263.430.9-
2021/718.81-17.688.64148.4337.2761.620.92-
2021/622.8614.5519.12129.6142.7360.840.81-
2021/519.9510.6119.63106.7649.0663.540.77-
2021/418.04-29.4136.9786.8157.9964.560.76營收較去年同期增加,主係本期國內及歐美地區出貨增加。
2021/325.5521.8553.9868.7764.6268.770.66營收較去年同期增加,主係本期歐美地區出貨增加。
2021/220.97-5.7398.3743.2271.6377.210.59因疫情趨緩,歐美及國內地區出貨增加。
2021/122.25-34.5652.2822.2552.2876.380.6本月營收較去年同期增加,主係本期國內及北美地區出貨增加。
2020/1234.068.8478.59222.53-7.4171.510.69本月營收較去年同期增加,主係本期國內及北美地區出貨增加。
2020/1120.1415.8516.57188.53-14.8159.530.82-
2020/1017.38-21.0523.12168.39-17.4660.270.81-
2020/922.025.4417.87151.01-20.4860.210.79-
2020/820.8820.567.65129.0-24.6657.380.83-
2020/717.32-9.7416.92108.12-28.7953.180.89-
2020/619.1915.04-9.3690.8-33.7349.030.71-
2020/516.6826.65-14.0871.62-38.1946.440.75-
2020/413.17-20.64-23.0954.94-43.0440.330.87-
2020/316.5956.98-51.3141.77-47.3441.770.8本月營收較去年同期減少,主係本月寬頻接取及光纖設備產品出貨減少。
2020/210.57-27.63-50.1125.18-44.3644.210.75本月營收較去年同期減少,主係本月寬頻接取及光纖設備產品出貨減少。
2020/114.61-23.26-39.2914.61-39.2950.920.65-
2019/1219.0410.21-32.11240.348.8850.420.69-
2019/1117.2722.36-21.7221.3114.8550.060.7-
2019/1014.12-24.42-29.42204.0419.5852.190.67-
2019/918.68-3.69-20.58189.9226.0952.880.74-
2019/819.3930.94-11.5171.2434.7255.370.71-
2019/714.81-30.03-15.67151.8544.3555.390.71-
2019/621.179.054.72137.0456.390.0N/A本年累計營收較去年同期增加,主係本年累計光纖用戶端系列產品出貨增加。
2019/519.4113.3625.75115.8771.880.0N/A本年累計營收較去年同期增加,主係本年累計光纖用戶端用戶產品出貨增加。
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)397-5.023.33-13.282.67-27.05303.8-0.4521.99-3.974.24-29.924.46-16.3212.89-30.2115.57-21.8413.41-17.12
2022 (9)418-5.03.8456.733.6636.06305.1618.8222.90-2.976.059.015.3324.8218.4729.6119.9238.5316.1847.49
2021 (8)4401.622.4528.952.6914.96256.8215.4223.60-9.165.55-4.484.2714.4814.2510.2114.3822.2810.9732.49
2020 (7)4330.231.90691.672.34192.5222.51-7.3925.9822.615.81695.893.73788.112.93634.6611.7608.28673.83
2019 (6)4320.00.2400.800240.268.1121.1912.950.7300.4201.760-0.3801.070
2018 (5)4320.0-1.380-1.780222.2316.118.76-16.03-3.410-2.710-7.590-6.360-5.960
2017 (4)432-0.46-1.320-1.180191.41-14.7222.34-8.93-2.770-2.980-5.30-6.240-5.70
2016 (3)434-6.470.6501.190224.464.9424.5312.322.9301.2806.5704.6102.830
2015 (2)464-2.73-1.350-0.900213.90.6121.84-12.32-1.080-3.020-2.310-4.920-6.250
2014 (1)4770.00.37-48.610.93933.33212.6121.9524.9102.7600.8405.86278.063.87-16.591.74-49.42

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