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(%)
24Q3 (20)7430.00.016.835.9212.6511.148.1637.740.0672.45147.91665.6114.9423.3317.94-7.24-1.977.01-11.64.637.85-9.14-9.46116.751.5429.06125.045.9312.689.55-11.57-8.77.85-9.14-9.4617.0061.3580.92
24Q2 (19)7430.00.015.89116.78356.6110.30153.69556.0523.23216.921804.11449.0719.0725.2419.3420.538.347.9399.25435.818.6469.08224.81114.98137.17570.83118.04116.71356.4610.8080.6298.528.6469.08224.8110.1877.67152.93
24Q1 (18)7430.00.07.3338.56424.344.06152.17189.437.33-65.81424.341216.971.289.2516.05-7.2366.843.9835.84242.145.1140.0544.3548.4837.53255.3354.4738.71423.845.9814.78567.195.1140.0544.35-4.88-13.0236.03
23Q4 (17)7430.00.05.29-64.59202.721.61-80.1125.3521.4432.678.391201.61-11.03-5.4417.30-5.4680.022.93-56.27187.23.65-57.9234.6935.25-61.03182.6339.27-64.61202.725.21-50.19295.863.65-57.9234.692.84132.36167.60
23Q3 (16)7430.00.014.94329.3179.358.09415.29204.1416.161224.59-35.181350.5216.72-6.7118.3030.944.556.70352.7153.798.67225.9484.4790.46427.77136.68110.97329.1279.310.46285.9888.478.67225.9484.4710.29291.64274.94
23Q2 (15)7430.00.03.48253.9836.471.57134.58-16.931.22153.98-92.651157.043.87-8.8413.9845.32-0.211.48152.86-31.82.66331.335.7117.14154.92-37.6725.86253.7536.392.71311.725.862.66331.335.71-4.23155.0581.54
23Q1 (14)7430.00.0-2.2656.12-116.1-4.5428.5-145.63-2.26-111.43-116.11113.98-12.34-19.529.620.1-48.42-2.8016.67-136.32-1.1557.56-114.5-31.2126.84-129.23-16.8256.0-116.13-1.2851.88-112.93-1.1557.56-114.5-12.28-52.85-155.11
22Q4 (13)7430.00.0-5.15-161.82-131.73-6.35-338.72-146.3519.78-20.66-67.021270.76-12.22-16.349.61-24.09-51.9-3.36-227.27-139.53-2.71-157.66-132.49-42.66-211.62-133.05-38.23-161.77-131.71-2.66-147.93-127.34-2.71-157.66-132.490.9232.42-148.99
22Q3 (12)7430.00.08.33226.67-45.382.6640.74-71.7324.9350.27-43.01447.7114.064.0812.66-9.64-33.512.6421.66-67.964.70139.8-45.1638.2238.98-66.6561.89226.42-45.385.55116.8-51.144.70139.8-45.162.8872.41-20.14
22Q2 (11)7430.00.02.55-81.84-83.341.89-81.01-84.6116.5918.16-41.771269.22-8.31-0.914.01-24.88-35.262.17-71.85-79.331.96-75.28-78.7427.5-74.24-79.5618.96-81.82-83.322.56-74.14-79.121.96-75.28-78.74-8.59-47.66-54.19
22Q1 (10)7430.00.014.04-13.496.539.95-27.37-12.9514.04-76.596.531384.23-8.8719.1618.65-6.66-15.927.71-9.29-22.27.93-4.92-9.89106.76-17.29-7.24104.3-13.56.539.901.75-10.167.93-4.92-9.890.17-3.539.11
21Q4 (9)7430.00.016.236.4322.413.7045.5941.8259.9837.1367.731519.049.2124.1819.984.9411.318.503.1637.328.34-2.68-1.3129.0712.6470.55120.586.4322.459.73-14.3516.258.34-2.68-1.38.913.0211.11
21Q3 (8)7430.00.015.25-0.397.779.41-23.3721.2643.7453.5394.41390.938.69.1619.04-12.015.028.24-21.5212.118.57-7.05-1.15114.59-14.8122.33113.3-0.357.8211.36-7.342.628.57-7.05-1.159.437.88-7.96
21Q2 (7)7430.00.015.3116.16113.8312.287.44198.7828.49116.16241.21280.810.2638.8121.64-2.4325.5210.505.9590.569.224.7744.06134.5116.87164.78113.716.13113.9212.2611.2554.219.224.7744.062.617.7812.88
21Q1 (6)7430.00.013.18-0.6998.3311.4318.32253.8713.18-63.14998.331161.62-5.0464.1722.1823.5727.999.9160.1138.228.804.14467.74115.0952.07291.0697.91-0.571002.5911.0231.66445.548.804.14467.74-4.52-3.4421.40
20Q4 (5)7430.00.013.26-6.29273.529.6624.48997.7335.7658.93118.851223.25-4.025.7317.95-0.9920.716.19-15.78164.538.45-2.54185.4775.68-19.21232.5198.47-6.29273.138.37-24.3991.18.45-2.54185.47--0.00
20Q3 (4)7430.00.014.1597.630.07.7688.810.022.50169.460.01274.2638.10.018.135.160.07.3533.390.08.6735.470.093.6784.390.0105.0897.70.011.0739.250.08.6735.470.0--0.00
20Q2 (3)7430.00.07.16496.670.04.1127.240.08.35595.830.0922.7130.40.017.24-0.520.05.5132.450.06.40312.90.050.872.610.053.15498.540.07.95293.560.06.40312.90.0--0.00
20Q1 (2)7430.00.01.20-66.20.03.23267.050.01.20-92.660.0707.58-27.270.017.3316.540.04.1677.780.01.55-47.640.029.4329.310.08.88-66.350.02.02-53.880.01.55-47.640.0--0.00
19Q4 (1)7430.00.03.550.00.00.880.00.016.340.00.0972.890.00.014.870.00.02.340.00.02.960.00.022.760.00.026.390.00.04.380.00.02.960.00.0--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)
2024/11554.5611.0628.515385.5120.361674.48N/A-
2024/10499.32-19.5418.534830.9619.491691.32N/A-
2024/9620.68.6126.984331.3319.591665.290.9-
2024/8571.420.7217.533710.7218.441628.810.92-
2024/7473.29-18.9725.993139.3218.611505.641.0-
2024/6584.1230.3121.482665.5517.371448.591.07-
2024/5448.237.6823.422081.4316.261361.821.14-
2024/4416.23-16.3132.961633.214.441266.591.22-
2024/3497.3540.890.981217.039.251217.031.11-
2024/2353.0-3.721.28719.6815.791080.11.25-
2024/1366.671.7334.33366.6734.331158.611.17-
2023/12360.43-16.47-12.124834.71-10.01213.181.01-
2023/11431.52.43-5.674474.28-9.821341.460.92-
2023/10421.24-13.84.474042.77-10.241396.120.88-
2023/9488.720.52-18.263621.53-11.691350.520.94-
2023/8486.1629.410.83132.82-10.571342.640.95-
2023/7375.65-21.872.22646.66-12.391219.641.04-
2023/6480.8332.4-13.282271.01-14.411157.041.08-
2023/5363.1616.0-4.641790.18-14.711168.71.07-
2023/4313.04-36.43-6.241427.02-16.941154.081.08-
2023/3492.541.3-10.51113.98-19.521113.981.12-
2023/2348.5427.69-13.37621.48-25.471031.611.2-
2023/1272.94-33.44-36.75272.94-36.751140.521.09-
2022/12410.13-10.34-20.735371.910.361270.751.12-
2022/11457.4413.45-17.084961.782.621458.530.98-
2022/10403.18-32.56-10.384504.345.161483.360.96-
2022/9597.9123.976.674101.166.981447.711.28-
2022/8482.2731.216.063503.257.041404.291.32-
2022/7367.53-33.71-2.183020.987.191302.861.42-
2022/6554.4945.5915.652653.458.641269.221.71-
2022/5380.8414.06-7.12098.966.921265.071.72-
2022/4333.89-39.32-14.691718.1210.631286.571.69-
2022/3550.3436.7819.891384.2319.161384.231.48-
2022/2402.34-6.7619.97833.8918.681348.641.52-
2022/1431.55-16.1617.51431.5517.511498.041.36-
2021/12514.75-6.719.785349.7129.61516.361.1-
2021/11551.7322.6438.84834.9630.741562.121.07-
2021/10449.88-19.7313.594283.2329.771465.071.14-
2021/9560.5123.2719.143833.3531.971390.931.15-
2021/8454.6821.015.153272.8334.451309.881.22-
2021/7375.74-21.631.162818.1540.781265.151.26-
2021/6479.4616.9521.792442.4249.811280.81.08-
2021/5409.954.7435.871962.9658.731260.361.1主要係本年受惠於後疫情時代下對筆電的需求大幅增加,及本公司執行品牌金三角策略,推動主要產品市占率增加所致。
2021/4391.39-14.7372.151553.0166.11185.771.17主要係本月(年)受惠於後疫情時代下對筆電的需求大幅增加,及本公司執行品牌金三角策略,推動主要產品市占率增加所致。
2021/3459.0236.8774.721161.6264.161161.620.98主要係本月(年)受惠於後疫情時代下對筆電的需求大幅增加,及本公司執行品牌金三角策略,推動主要產品市占率增加所致。
2021/2335.36-8.6857.55702.657.931132.311.01主要係本月(年)受惠於後疫情時代下對筆電的需求大幅增加,及本公司執行品牌金三角策略,推動主要產品市占率增加所致
2021/1367.25-14.5358.28367.2558.281194.440.95主要係本月(年)受惠於後疫情時代下對筆電的需求大幅增加,及本公司執行品牌金三角策略,推動主要產品市占率增加所致。
2020/12429.718.131.184127.7817.481223.230.8以上申報之合併營收已排除停業單位營收。109年12月及108年12月累計合併營收(含停業單位)為417,190,409仟元及368,469,437仟元。
2020/11397.490.3614.863698.0716.081263.940.77以上申報之合併營收已排除停業單位營收。109年11月及108年11月累計合併營收(含停業單位)為373,925,261仟元及335,082,433仟元。
2020/10396.03-15.8132.323300.5816.231298.850.75以上申報之合併營收已排除停業單位營收。109年10月及108年10月累計合併營收(含停業單位)為333,623,508仟元及300,026,930仟元。
2020/9470.428.7924.532904.5214.331274.230.72以上申報之合併營收已排除停業單位營收。109年09月及108年09月累計合併營收(含停業單位)為293,859,675仟元及269,282,098仟元。
2020/8432.416.4141.12434.112.551197.490.77以上申報之合併營收已排除停業單位營收。109年08月及108年08月累計合併營收(含停業單位)為246,436,887仟元及230,941,810仟元。
2020/7371.41-5.6545.482001.717.831066.80.86以上申報之合併營收已排除停業單位營收。109年07月及108年07月累計合併營收(含停業單位)為202,952,101仟元及199,817,299仟元。
2020/6393.6830.4827.871630.321.83922.740.95以上申報之合併營收已排除停業單位營收。109年06月及108年06月累計合併營收(含停業單位)為165,434,125仟元及172,940,582仟元。
2020/5301.7132.729.021236.64-4.36792.671.1以上申報之合併營收已排除停業單位營收。109年05月及108年05月累計合併營收(含停業單位)為125,694,036仟元及140,686,084仟元。
2020/4227.35-13.7513.7934.93-11.73703.811.24以上申報之合併營收已排除停業單位營收。109年04月及108年04月累計合併營收(含停業單位)為95,108,497仟元及115,464,962仟元。
2020/3263.6123.84-31.05708.48-17.55708.481.17以上申報之合併營收已排除停業單位營收。109年03月及108年03月累計合併營收(含停業單位)為72,169,557仟元及93,371,339仟元。
2020/2212.85-8.26-1.15444.87-6.73772.281.07以上申報之合併營收已排除停業單位營收。109年02月及108年02月累計合併營收(含停業單位)為45,199,133仟元及52,874,921仟元。
2020/1232.02-29.13-11.31232.02-11.310.0N/A以上申報之合併營收已排除停業單位營收。109年01月及108年01月累計合併營收(含停業單位)為23,576,065仟元及28,831,857仟元。
2019/12327.42-5.385.883513.17-0.810.0N/A以上申報之合併營收已排除停業單位營收。108年12月及107年12月累計合併營收(含停業單位)為368,455,614仟元及391,551,002仟元。
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)7430.021.368.876.73-17.424823.14-10.2215.018.772.31-4.553.7118.53111.64-14.0220.942.21159.288.42
2022 (9)7430.019.62-66.868.15-82.595371.920.3613.80-33.042.42-73.753.13-64.06129.82-73.68216.16-63.42146.91-67.02
2021 (8)7430.059.2167.546.8289.15352.3929.6720.6116.189.2252.48.7126.6493.2697.64590.8978.41445.567.75
2020 (7)7430.035.35117.5424.76313.364127.817.4917.7416.566.0582.786.8885.95249.57114.83331.271.57265.58118.78
2019 (6)7430.016.25185.595.991896.673513.3-0.8115.223.613.31-30.93.70148.32116.17-31.57193.04-8.01121.39186.64
2018 (5)7430.05.69-72.630.30-97.323541.88-18.3814.697.34.7963.481.49-59.73169.7633.3209.865.1242.35-72.76
2017 (4)7430.020.79-18.7911.19-39.184339.67-7.0313.69-3.522.93-27.113.70-11.9127.35-32.09199.64-17.78155.45-19.05
2016 (3)7430.025.6012.1318.40-12.714668.03-1.1714.19-1.254.02-9.664.2014.75187.52-10.73242.828.19192.0312.32
2015 (2)7430.022.83-12.4321.08-0.754723.35-1.0614.374.894.45-2.23.66-11.38210.06-3.24224.43-11.63170.97-12.19
2014 (1)743-0.6726.07-8.4321.2410.684774.083.0513.7004.5504.130217.19.45253.98-6.02194.7-9.23

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