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)6624.094.092.91-37.5524.893.49-16.71206.1410.7236.73100.75704.46-4.790.3310.28-4.81-22.534.79-8.0658.613.30-25.51-17.2933.77-12.31202.3319.27-34.9430.294.25-22.16-14.663.30-25.51-17.2914.654.500.33
24Q2 (19)6360.00.04.6646.54232.864.1917.37370.797.84146.54160.47739.2334.01182.8610.80-4.42-8.635.21-6.6338.564.4317.8230.2938.5125.15292.1629.6246.34232.815.469.8611.24.4317.8230.2927.4948.2754.66
24Q1 (18)6360.00.03.1850.097.523.5791.94146.213.18-57.3797.52551.6420.9896.811.302.45-10.675.5868.0722.13.7623.282.7330.77102.97140.3920.2449.9397.464.9738.833.543.7623.282.7322.0920.5077.55
23Q4 (17)6360.00.162.12-9.011.921.8663.1647.627.4639.7-27.5455.9623.1964.0111.03-16.8818.093.329.9325.283.05-23.56-35.6515.1635.72105.713.5-8.722.23.58-28.11-18.453.05-23.56-35.6532.4128.7145.62
23Q3 (16)6360.00.162.3366.4326.631.1428.09976.925.3477.41-35.04370.1341.6353.013.2712.277.023.02-19.68164.913.9917.35-17.3911.1713.75304.7114.7966.1826.524.981.43-21.083.9917.35-17.3917.4426.70-5.26
23Q2 (15)6360.00.161.40-13.04-9.680.89-38.62-2.23.0186.96-52.82261.34-6.7615.3211.82-6.56-14.783.76-17.72-38.363.40-7.1-21.489.82-23.28-28.948.9-13.17-9.374.912.29-36.813.40-7.1-21.48-2.96-17.82-11.77
23Q1 (14)6360.160.161.61-22.6-66.671.4515.08-62.821.61-84.35-66.67280.30.83-14.0412.6535.44-47.624.5772.45-56.813.66-22.78-61.0612.873.68-62.910.25-22.41-66.584.809.34-60.233.66-22.78-61.067.87-4.78542.15
22Q4 (13)6350.00.02.0813.04-64.321.261069.23-74.0210.2925.18-51.02278.014.91-8.729.34-24.68-59.342.65132.46-76.944.74-1.86-60.997.37167.03-78.9313.2113.0-64.34.39-30.43-66.444.74-1.86-60.9910.8315.88477.47
22Q3 (12)6350.00.161.8418.71-67.49-0.13-114.29-102.98.2228.84-45.85241.926.75-22.712.40-10.6-46.571.14-81.31-91.04.8311.55-57.892.76-80.03-93.0311.6919.04-67.456.31-18.79-56.934.8311.55-57.89-11.88-24.60-95.48
22Q2 (11)6350.0-0.161.55-67.91-70.020.91-76.67-79.696.3832.09-32.91226.62-30.51-28.7113.87-42.57-48.116.10-42.34-49.04.33-53.94-58.1213.82-59.94-63.649.82-67.98-70.127.77-35.63-40.054.33-53.94-58.12-11.72-42.53-48.13
22Q1 (10)6350.0-0.164.83-17.1511.293.90-19.590.784.83-77.0111.29326.17.0714.9624.155.140.2510.58-7.92-6.959.40-22.63-3.3934.5-1.376.9430.67-17.1111.1612.07-7.720.09.40-22.63-3.392.20-7.07-5.67
21Q4 (9)6350.16-0.165.833.0236.994.858.26325.4421.0138.41205.38304.57-2.6829.8422.97-1.0329.1211.49-9.24156.4712.155.93162.4234.98-11.69233.1437.03.04235.7513.08-10.72119.112.155.93162.42-2.126.244.13
21Q3 (8)634-0.31-0.315.669.48152.684.480.0174.8515.1859.62194.76312.95-1.5536.0423.21-13.1734.0812.665.85109.611.4710.9386.539.614.21184.9635.919.25152.014.6513.0494.311.4710.9386.55.2514.307.88
21Q2 (7)6360.00.325.1719.12180.984.4815.76234.339.51119.12226.8317.8712.0652.0326.7310.9658.8211.965.19126.9410.346.2786.6438.0117.82244.6132.8719.14181.6612.967.3796.0710.346.2786.6416.5085.00127.61
21Q1 (6)6360.00.04.34150.87305.613.87239.47504.694.34-36.92305.61283.6720.9364.6124.0935.4148.711.37153.79190.059.73110.15148.8532.26207.24377.9327.59150.36304.5512.07102.18122.699.73110.15148.8511.4564.05104.70
20Q4 (5)6360.00.01.73-22.77183.611.14-30.06208.116.8833.59125.57234.581.9748.7317.792.7717.194.48-25.83127.414.63-24.7282.2810.5-24.46238.7111.02-22.67182.565.97-20.82108.014.63-24.7282.28--0.00
20Q3 (4)6360.320.02.2421.740.01.6321.640.05.1576.980.0230.0410.020.017.312.850.06.0414.610.06.1511.010.013.926.020.014.2522.110.07.5414.070.06.1511.010.0--0.00
20Q2 (3)634-0.310.01.8471.960.01.34109.380.02.91171.960.0209.0821.330.016.833.890.05.2734.440.05.5441.690.011.0363.410.011.6771.110.06.6121.960.05.5441.690.0--0.00
20Q1 (2)6360.00.01.0775.410.00.6472.970.01.07-64.920.0172.339.260.016.206.720.03.9298.980.03.9153.940.06.75117.740.06.8274.870.05.4288.850.03.9153.940.0--0.00
19Q4 (1)6360.00.00.610.00.00.370.00.03.050.00.0157.720.00.015.180.00.01.970.00.02.540.00.03.10.00.03.90.00.02.870.00.02.540.00.0--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)
2024/10257.72-3.653.722252.92108.34771.7N/AAI訂單需求暢旺
2024/9267.368.464.311995.2118.36704.350.63AI訂單需求暢旺,PC產品需求回溫
2024/8246.6329.56106.61727.84130.07666.310.66AI訂單需求暢旺
2024/7190.36-16.99119.01481.21134.51644.450.69AI訂單需求暢旺
2024/6229.322.02137.771290.85136.99739.330.59AI訂單需求暢旺,PC產品需求回溫
2024/5224.77-21.19137.151061.53136.82752.540.58AI訂單需求暢旺,PC產品需求回溫
2024/4285.2417.6290.53836.76136.73667.460.66AI訂單需求暢旺,PC產品需求回溫
2024/3242.5373.62149.17551.5296.67551.520.92AI訂單需求暢旺,PC產品需求回溫
2024/2139.69-17.4938.45308.9968.76437.451.15AI訂單需求暢旺,PC產品需求回溫
2024/1169.331.79105.97169.3105.97456.921.11AI訂單需求暢旺,PC產品需求回溫
2023/12128.46-19.2846.431368.9527.68455.270.65-
2023/11159.16-5.0646.531240.526.01489.520.61-
2023/10167.653.03104.081081.3423.47449.740.66AI訂單需求暢旺,PC產品需求回溫
2023/9162.7136.385.58913.6915.12369.00.78AI訂單需求暢旺
2023/8119.3737.3451.16750.986.37302.740.95AI訂單需求暢旺
2023/786.92-9.8716.89631.60.73278.141.03-
2023/696.451.7517.58544.68-1.45264.260.84-
2023/594.7829.7638.54448.24-4.77265.150.84-
2023/473.04-24.96-4.23353.46-12.15271.260.82-
2023/397.34-3.522.36280.42-14.0280.420.88-
2023/2100.8922.7413.4183.09-20.74270.810.91-
2023/182.2-6.3-42.1382.2-42.13278.530.89-
2022/1287.72-19.2314.051072.12-12.05278.480.78-
2022/11108.6132.21-8.27984.39-13.81278.430.78-
2022/1082.15-6.3-24.8875.78-14.45248.790.88-
2022/987.6811.02-31.18793.64-13.21241.00.95-
2022/878.976.2-23.59705.96-10.3235.270.97-
2022/774.35-9.26-9.52626.99-8.29224.711.02-
2022/681.9419.78-10.33552.64-8.12226.621.32-
2022/568.41-10.3-41.02470.69-7.73239.681.25-
2022/476.26-19.72-30.96402.292.06260.231.15-
2022/395.016.79-13.71326.0214.92326.021.01-
2022/288.96-37.3727.64231.0133.1307.971.07-
2022/1142.0584.5836.76142.0536.76337.360.98-
2021/1276.96-34.9714.771219.144.09304.550.87-
2021/11118.358.3325.981142.1446.61355.070.75-
2021/10109.24-14.2948.451023.7949.44340.120.78-
2021/9127.4723.2760.57914.5549.56313.050.72本年/本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2021/8103.425.8348.43787.0747.92276.930.81-
2021/782.18-10.031.46683.6747.85289.540.77-
2021/691.34-21.2628.5601.4957.7317.840.7本年/本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2021/5116.025.0151.96510.1564.38336.590.66本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2021/4110.470.3479.17394.1368.43290.270.77本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2021/3110.157.9774.48283.6564.59283.650.71本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2021/269.69-32.8949.28173.5658.88240.50.83本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2021/1103.8655.1566.05103.8666.05264.810.76本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2020/1266.94-28.7941.82845.9236.92234.540.65-
2020/1194.0127.7478.32778.9836.51246.920.62本月營收較去年同期增加,要主係板卡產品銷售成長所致。
2020/1073.59-7.2227.3684.9732.26222.550.68-
2020/979.3213.8839.98611.3932.88229.950.65-
2020/869.65-14.013.36532.0731.88221.730.67-
2020/780.9913.9138.29462.4235.21228.430.65-
2020/671.1-6.8692.68381.4334.57209.090.63本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2020/576.3423.880.12310.3325.89201.10.65本月營收較去年同期增加,主要係板卡及網通產品銷售成長所致。
2020/461.66-2.2940.56234.014.63171.450.76-
2020/363.1135.17-7.83172.347.54172.340.81-
2020/246.68-25.3622.35109.2319.01156.770.89-
2020/162.5531.5716.6462.5516.64162.820.86-
2019/1247.54-9.8648.27618.151.430.0N/A-
2019/1152.74-8.7611.06570.61-1.160.0N/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)6360.167.40-26.885.34-10.251367.7327.5112.12-21.763.58-34.313.50-42.5348.95-16.2561.05-27.7247.43-27.47
2022 (9)6350.010.12-50.875.95-66.371072.64-12.0115.49-36.185.45-54.126.09-44.3358.45-59.6584.46-47.5865.39-50.97
2021 (8)635-0.1620.60203.3917.69273.211219.0544.0924.2741.9311.88138.0810.94113.67144.87243.46161.13195.6133.38204.94
2020 (7)6360.06.79124.834.74178.82846.0336.9417.1010.184.99113.255.1265.742.18191.554.51140.8743.74125.58
2019 (6)6360.03.02-24.121.70-40.35617.811.4115.52-6.622.34-37.433.09-24.6314.47-36.4222.63-23.3719.39-24.46
2018 (5)6360.793.98-7.442.852.89609.241.7316.62-2.413.740.544.10-9.4922.762.2529.53-7.0225.67-7.86
2017 (4)6310.324.3020.792.7779.87598.8514.417.03-1.733.7215.174.533.922.2631.7931.767.2227.8621.5
2016 (3)6290.03.5618.671.54102.63523.472.9917.330.523.2331.34.3615.3416.8934.929.6210.8522.9319.43
2015 (2)6290.323.00-19.790.76-60.0508.29-6.8117.24-0.692.46-25.683.78-14.0912.52-30.6826.72-9.2719.2-19.93
2014 (1)6270.163.741.361.90-12.04545.426.717.3603.3104.40018.060.1129.457.823.981.78

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