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)486-0.21-0.213.285.1337.243.5922.5356.778.9058.0879.44104.579.2326.8132.292.0910.1723.954.2219.2115.25-4.038.025.0413.8251.2115.954.8737.0322.50-6.298.5415.25-4.038.07.4114.9625.80
24Q2 (19)4870.00.03.1224.885.712.9329.07120.35.63125.2119.9295.735.5938.1631.6317.7133.0722.9820.6953.015.8918.3234.6622.027.39111.3415.2124.9886.1724.0118.137.3615.8918.3234.665.8816.9811.63
24Q1 (18)4870.00.02.509.17184.092.27-5.81112.152.50-65.52184.0990.666.1843.1826.87-3.2431.9719.04-4.2362.613.432.6897.517.271.77133.0612.178.95183.0220.335.597.5713.432.6897.54.862.50-0.28
23Q4 (17)4870.0-5.622.29-4.1825.142.415.246.177.2546.17-18.1785.383.540.6827.77-5.256.8519.88-1.0510.9413.08-7.3717.3116.972.4811.6411.17-4.0418.219.27-7.0419.9913.08-7.3717.3111.2819.0438.71
23Q3 (16)4870.0-1.622.3942.26-12.452.2972.180.884.9693.75-28.1282.4619.01-4.1929.3123.316.3120.0933.755.0214.1219.66-10.0116.5659.080.5511.6442.47-13.8420.7318.59-5.8214.1219.66-10.0114.2266.5848.24
23Q2 (15)4870.0-9.981.6890.91-37.781.3324.3-48.052.56190.91-39.0569.299.43-18.0723.7716.75-19.0915.0228.27-29.5511.8073.53-31.7110.4140.49-42.268.1790.0-44.0817.4869.87-26.7711.8073.53-31.71-7.9519.50-14.28
23Q1 (14)487-5.62-9.980.88-51.91-41.331.07-52.86-31.850.88-90.07-41.3363.32-25.33-12.5420.36-21.66-11.5611.71-34.65-20.566.80-39.01-39.297.41-51.25-30.554.3-54.5-46.9810.29-35.93-33.096.80-39.01-39.29-13.40-42.44-26.43
22Q4 (13)5164.24-4.621.83-32.9721.192.270.031.218.8628.4163.7784.8-1.4814.825.99-5.737.1817.92-6.339.811.15-28.940.6315.2-7.7126.049.45-30.0515.5316.06-27.030.3111.15-28.940.630.15-15.93-5.67
22Q3 (12)495-8.5-8.52.731.1186.992.27-11.3341.876.9064.2976.9286.071.7722.0227.57-6.1616.5319.13-10.2725.7715.69-9.240.4716.47-8.6553.4913.51-7.5371.4522.01-7.7943.4815.69-9.240.479.2940.5525.87
22Q2 (11)5410.00.02.7080.0101.492.5663.0660.04.20180.072.1384.5716.8132.6229.3827.6317.921.3244.6428.8217.2854.2951.8518.0368.9870.914.6180.15101.2423.8755.251.4617.2854.2951.857.4139.6726.91
22Q1 (10)5410.00.01.50-0.6636.361.57-9.2526.611.50-72.2736.3672.4-1.9925.0423.02-5.070.8314.74-9.688.2211.201.088.9510.67-11.5335.238.11-0.8636.315.38-3.9414.4311.201.088.951.361.38-0.57
21Q4 (9)5410.00.01.513.42128.791.738.1273.05.4138.7241.6273.874.7231.6324.252.4913.1116.327.329.6311.08-0.8175.0412.0612.470.588.183.81130.4216.014.3756.511.08-0.8175.047.676.194.06
21Q3 (8)5410.00.01.468.9636.451.600.02.563.9059.8423.4270.5410.629.723.66-5.063.7715.21-8.18.4911.17-1.8524.3910.731.7118.967.888.5436.5715.34-2.6636.8411.17-1.8524.3910.3815.3914.52
21Q2 (7)5410.00.191.3421.82-1.471.6029.03-4.762.44121.8216.1963.7710.141.0624.929.15-0.9116.5521.518.3111.3810.7-2.2310.5533.719.447.2622.02-1.2215.7617.2612.8111.3810.7-2.236.6644.2526.52
21Q1 (6)5410.00.01.1066.6748.651.2424.058.971.10-71.248.6557.93.1714.7422.836.4811.4213.628.1837.1610.2862.429.967.8911.657.495.9567.6149.1213.4431.3830.1110.2862.429.96-4.7814.18-5.95
20Q4 (5)5410.00.00.66-38.3210.01.00-35.9-10.713.8220.891491.6756.12-12.72-0.8321.44-5.966.7212.59-10.27.986.33-29.519.717.07-21.627.123.55-38.478.5610.23-8.7431.496.33-29.519.71--0.00
20Q3 (4)5410.190.01.07-21.320.01.56-7.140.03.1650.480.064.31.90.022.80-9.340.014.02-8.250.08.98-22.850.09.02-6.430.05.77-21.50.011.21-19.760.08.98-22.850.0--0.00
20Q2 (3)540-0.180.01.3683.780.01.68115.380.02.10183.780.063.125.050.025.1522.740.015.2853.880.011.6447.160.09.6492.420.07.3584.210.013.9735.240.011.6447.160.0--0.00
20Q1 (2)5410.00.00.7423.330.00.78-30.360.00.74208.330.050.46-10.830.020.491.990.09.93-14.840.07.9137.090.05.01-24.090.03.9922.020.010.3332.780.07.9137.090.0--0.00
19Q4 (1)5410.00.00.600.00.01.120.00.00.240.00.056.590.00.020.090.00.011.660.00.05.770.00.06.60.00.03.270.00.07.780.00.05.770.00.0--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)
2024/1030.64-8.083.78320.1530.8599.69N/A-
2024/933.33-6.6716.77289.5134.56104.410.68-
2024/835.721.0229.9256.1837.29102.790.69-
2024/735.3611.4935.02220.4638.56100.770.7-
2024/631.71-5.9138.25185.139.2694.890.7-
2024/533.714.3546.21153.3939.4793.130.71-
2024/429.47-1.6123.82119.6937.6885.650.77-
2024/329.9614.2624.2390.2142.9190.210.65-
2024/226.22-22.9839.060.2654.4686.050.68接單量增加
2024/134.0431.9768.9334.0468.9390.060.65接單量增加
2023/1225.79-14.67-1.09300.68-8.4285.540.7-
2023/1130.232.383.87274.89-9.0588.30.68-
2023/1029.523.42-1.01244.66-10.4385.560.7-
2023/928.553.81-4.12215.14-11.5982.230.72-
2023/827.55.0-7.12186.59-12.6376.620.77-
2023/726.1914.16-1.83159.1-13.5172.170.82-
2023/622.94-0.49-21.16132.91-15.4969.790.75-
2023/523.05-3.15-24.58109.98-14.2170.960.73-
2023/423.8-1.29-6.4586.93-10.9666.780.78-
2023/324.1127.84-8.2963.12-12.5563.120.88-
2023/218.86-6.39-12.6339.01-14.9965.090.86-
2023/120.15-22.73-17.0920.15-17.0975.330.74-
2022/1226.08-10.376.77328.3523.3585.010.66-
2022/1129.1-2.4312.99302.2725.0288.70.63-
2022/1029.830.1725.95273.1726.4689.210.63-
2022/929.770.5729.12243.3426.5286.050.71-
2022/829.610.9821.12213.5726.1785.370.72-
2022/726.68-8.3115.06183.9627.0286.330.71-
2022/629.09-4.8143.44157.2929.385.10.72-
2022/530.5620.1237.5128.226.4782.30.74-
2022/425.44-3.2319.5397.6323.3773.330.83-
2022/326.2921.7921.4672.1924.7872.190.73-
2022/221.59-11.1737.5445.8926.7770.320.75-
2022/124.3-0.4918.5224.318.5274.480.71-
2021/1224.42-5.1525.19266.1813.7873.860.65-
2021/1125.758.7538.89241.7612.7572.490.67-
2021/1023.682.6932.12216.0110.2771.180.68-
2021/923.06-5.6511.56192.338.0770.680.66-
2021/824.445.4211.27169.277.6167.90.69-
2021/723.1814.317.96144.837.0265.690.71-
2021/620.28-8.754.29121.646.8463.790.69-
2021/522.234.423.61101.367.3665.160.67-
2021/421.29-1.67-4.6879.138.4758.630.75-
2021/321.6537.9211.257.8514.2857.850.65-
2021/215.7-23.45-5.9836.216.255.710.68-
2021/120.55.141.8320.541.8358.550.64-
2020/1219.515.21-3.82233.9322.9955.970.55-
2020/1118.543.450.82214.4226.1957.130.54-
2020/1017.92-13.282.22195.8829.2660.550.51-
2020/920.67-5.920.76177.9632.864.110.51-
2020/821.962.2841.95157.2934.5762.880.52-
2020/721.4710.4240.14135.3233.4462.370.52-
2020/619.45-9.3525.78113.8532.2563.230.55-
2020/521.45-3.9356.0994.4133.6663.250.55全球疫情影響,居家辦公及遠距教學帶動伺服器及筆電需求成長
2020/422.3314.7165.8972.9528.2458.490.59全球疫情影響,居家辦公及遠距教學帶動伺服器及筆電需求成長
2020/319.4716.6129.0850.6216.5750.620.63-
2020/216.6915.4748.7231.159.9251.430.62-
2020/114.46-28.72-15.5214.46-15.5253.130.6-
2019/1220.2810.327.58190.2-7.650.0N/A-
2019/1118.394.887.88169.92-10.60.0N/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)487-5.627.22-17.777.09-18.22300.44-8.3625.71-3.4217.10-7.1211.74-15.7251.36-14.9252.18-18.3235.29-22.75
2022 (9)516-4.628.7863.28.6740.52327.8523.2226.6211.1918.4118.8513.9326.6460.3746.4263.8857.7745.6856.06
2021 (8)5410.05.3841.586.1722.66266.0713.7123.945.8815.4917.8811.0024.5841.2334.1240.4950.0729.2741.61
2020 (7)5410.03.801483.335.03361.47233.9823.2122.6172.4613.14273.38.831198.5330.74359.4926.98899.2620.671490.0
2019 (6)5410.190.24-42.861.09-22.14189.91-7.7913.11-10.023.52-6.380.68-38.746.69-13.572.7-15.621.3-43.23
2018 (5)5400.190.4201.400205.967.4614.5748.373.7601.1107.7403.202.290
2017 (4)539-0.92-0.500-0.180191.66-0.169.82-28.16-0.420-1.400-0.80-2.630-2.690
2016 (3)544-2.160.2644.441.3432.67191.960.2913.675.43.6419.740.7541.516.9819.731.91-1.041.4441.18
2015 (2)556-0.180.18-84.071.01-38.04191.41-4.712.97-12.723.04-40.390.53-83.075.83-43.071.93-77.561.02-83.78
2014 (1)5570.361.1301.630200.8413.1714.8605.1003.13010.2408.606.290

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