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)3450.292.997.303.1120.867.275.2128.4520.1456.9891.81174.6313.0447.0627.00-1.5-10.5418.14-4.12-14.0714.40-8.57-15.4431.678.3126.3825.163.2824.4318.18-5.61-16.1414.40-8.57-15.4416.3913.0215.31
24Q2 (19)3440.03.37.0822.92136.06.9125.41131.112.83122.74188.31154.4919.7468.2927.41-5.38-0.3618.92-3.727.2615.752.8144.529.2415.380.6124.3623.15143.619.26-4.9411.3315.752.8144.59.9510.1112.53
24Q1 (18)3442.383.35.76-2.7300.05.51-0.36264.95.76-64.77300.0129.020.1675.3228.972.2235.6319.653.2688.0415.32-0.65134.9725.363.47229.7819.78-0.4312.0820.263.21104.4415.32-0.65134.974.32-2.35-1.33
23Q4 (17)3360.30.95.92-1.9945.15.53-2.343.2616.3555.717.28128.828.4844.9428.34-6.15.5519.03-9.8511.0915.42-9.450.8524.51-2.1960.9319.86-1.7846.1419.63-9.4612.6215.42-9.450.8518.9249.6743.50
23Q3 (16)3350.60.66.04101.3353.695.6689.352.9710.50135.96-5.91118.7529.3620.1630.189.7117.0221.1119.6730.5517.0356.2428.7225.0654.7956.8220.22102.254.7121.6825.3231.3917.0356.2428.7227.05104.8393.66
23Q2 (15)3330.00.03.00108.33-7.692.9998.01-5.384.45209.03-38.4591.824.75-8.0427.5128.7919.5617.6468.821.1510.9067.180.3716.19110.5311.3510.0108.33-7.6617.3074.5719.3110.9067.180.373.7821.8118.57
23Q1 (14)3330.00.01.44-64.71-63.821.51-60.88-60.161.44-90.55-63.8273.59-17.2-25.821.36-20.45-14.4910.45-39.0-37.246.52-57.36-51.27.69-49.51-53.424.8-64.68-63.759.91-43.14-41.086.52-57.36-51.2-13.63-30.44-28.28
22Q4 (13)3330.00.04.083.82-8.723.864.32-11.6715.2436.56-7.6488.88-10.07-12.5426.854.11-1.0717.135.94-5.5715.2915.574.1615.23-4.69-17.3613.593.98-8.7917.435.64-2.9515.2915.574.16-5.5412.3710.71
22Q3 (12)3330.00.03.9320.92-26.953.7017.09-28.1611.1654.36-7.2398.83-1.0-8.2925.7912.08-9.716.1711.06-22.5213.2321.82-20.4915.989.9-28.9813.0720.68-27.0216.5013.79-21.4713.2321.82-20.49-0.171.290.23
22Q2 (11)3330.00.03.25-18.34-13.333.16-16.62-12.477.2381.668.7299.830.664.4523.01-7.89-6.2314.56-12.55-12.8110.86-18.71-17.0414.54-11.93-8.910.83-18.2-13.2914.50-13.79-13.2810.86-18.71-17.04-0.87-14.65-14.95
22Q1 (10)3330.00.03.98-10.9637.723.79-13.2734.43.98-75.8837.7299.18-2.423.9124.98-7.965.9416.65-8.218.0513.36-8.9910.8716.51-10.4233.913.24-11.1437.4916.82-6.359.9313.36-8.9910.87-4.05-13.94-14.21
21Q4 (9)3330.02.154.47-16.9149.04.37-15.1568.7316.5037.1645.63101.62-5.735.1927.14-4.978.7318.14-13.0813.3814.68-11.7812.9218.43-18.0953.214.9-16.8152.6617.96-14.524.9114.68-11.7812.923.5213.2813.75
21Q3 (8)3330.00.915.3843.4758.245.1542.6660.4412.0380.943.21107.7612.7444.1828.5616.383.7420.8724.979.6116.6427.1210.7122.540.9858.1217.9143.3959.6321.0125.669.2616.6427.1210.7116.0836.6235.34
21Q2 (7)3330.04.063.7529.7639.413.6128.0155.66.65130.133.5395.5819.4251.6924.544.07-7.7116.708.37-4.8413.098.63-4.1715.9629.4444.312.4929.745.416.729.28-9.5713.098.63-4.1712.9513.0518.45
21Q1 (6)3332.154.062.89-3.6726.22.828.8833.022.89-74.4926.280.046.4835.4523.58-5.53-2.615.41-3.69-4.2912.05-7.31-2.8212.332.4929.659.63-1.3331.5615.30-10.63-5.212.05-7.31-2.823.53-7.71-5.21
20Q4 (5)326-1.211.883.00-11.76-15.492.59-19.31-19.8111.3334.8811.7475.170.5810.8724.96-9.34-1.6916.00-15.97-6.5413.00-13.51-22.4812.03-15.463.629.76-13.01-14.0817.12-10.97-1.8313.00-13.51-22.48--0.00
20Q3 (4)3303.120.03.4026.390.03.2138.360.08.4068.670.074.7418.620.027.533.540.019.048.490.015.0310.030.014.2328.660.011.2230.620.019.234.00.015.0310.030.0--0.00
20Q2 (3)3200.00.02.6917.470.02.329.430.04.98117.470.063.016.630.026.599.830.017.559.010.013.6610.160.011.0616.30.08.5917.350.018.4914.560.013.6610.160.0--0.00
20Q1 (2)3200.00.02.29-35.490.02.12-34.370.02.29-77.420.059.09-12.850.024.21-4.650.016.10-5.960.012.40-26.060.09.51-18.090.07.32-35.560.016.14-7.450.012.40-26.060.0--0.00
19Q4 (1)3200.00.03.550.00.03.230.00.010.140.00.067.80.00.025.390.00.017.120.00.016.770.00.011.610.00.011.360.00.017.440.00.016.770.00.0--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)
2024/1058.18-2.0633.78516.3257.59175.0N/A受惠於AI伺服器成長力道
2024/959.413.4736.96458.1561.24174.640.5受惠於AI伺服器成長力道
2024/857.41-0.747.53398.7465.61167.690.52受惠於AI伺服器成長力道
2024/757.8210.258.58341.3369.09161.70.54受惠於AI伺服器成長力道
2024/652.462.0362.65283.5171.41154.490.5受惠於AI伺服器成長力道
2024/551.421.6163.19231.0573.53148.560.52受惠於AI伺服器成長力道
2024/450.68.7380.48179.6376.74134.780.58受惠於AI伺服器成長力道
2024/346.5423.6366.4129.0275.32129.020.52受惠於AI伺服器成長力道
2024/237.64-16.0659.1382.4980.78125.570.53受惠於AI伺服器成長力道
2024/144.854.1104.0944.85104.09130.170.51受惠於AI伺服器成長力道
2023/1243.081.9658.58412.956.78128.810.48受惠於AI伺服器成長力道
2023/1142.25-2.8439.57369.872.86129.110.48-
2023/1043.490.2638.3327.63-0.5125.770.49-
2023/943.3711.4529.31284.14-4.6118.750.47-
2023/838.916.7320.34240.77-8.9107.630.52-
2023/736.4613.0310.63201.85-12.98100.220.56-
2023/632.262.37-5.87165.39-16.8991.80.43-
2023/531.5112.38-9.58133.14-19.1887.510.45-
2023/428.040.24-8.73101.63-21.7679.660.5-
2023/327.9718.24-18.7773.59-25.873.590.51-
2023/223.657.64-18.9345.63-29.5472.790.51-
2023/121.97-19.1-38.2321.97-38.2379.410.47-
2022/1227.16-10.25-16.84386.720.4488.880.48-
2022/1130.27-3.72-10.81359.562.0595.250.44-
2022/1031.44-6.25-10.19329.293.4297.320.44-
2022/933.543.72-5.21297.855.198.830.48-
2022/832.33-1.88-12.18264.316.5799.560.47-
2022/732.95-3.83-7.31231.979.85102.070.46-
2022/634.27-1.651.21199.0213.3299.830.62-
2022/534.8513.448.19164.7516.2199.990.62-
2022/430.72-10.784.07129.918.5794.320.66-
2022/334.4317.9922.1699.1923.9299.190.55-
2022/229.18-17.9819.864.7624.8897.480.56-
2022/135.588.729.3735.5829.37102.250.54-
2021/1232.73-3.5631.49385.0641.56101.680.54-
2021/1133.94-3.0632.96352.3342.57104.340.52-
2021/1035.01-1.0541.41318.3943.68107.220.51-
2021/935.39-3.935.33283.3843.96107.770.5-
2021/836.823.5642.19248.045.29106.240.5-
2021/735.565.0156.67211.1745.84101.620.53去年同期:黃石廠產能30萬張.各廠尚未全能生產及銷售。今年:黃石廠產能60萬張.各廠全能生產及銷售;售價調整及產品組合更佳。
2021/633.865.1265.54175.6243.8395.580.51去年同期:黃石廠產能30萬張.各廠尚未全能生產及銷售。今年:黃石廠產能60萬張.各廠全能生產及銷售;售價調整及產品組合更佳。
2021/532.219.1158.77141.7639.4689.90.54去年5月:黃石廠產能30萬張.各廠尚未全能生產及銷售。今年5月:黃石廠產能60萬張.各廠全能生產及銷售;售價調整及產品組合更佳。
2021/429.524.7232.53109.5534.6582.050.59-
2021/328.1815.7229.9680.0435.4480.040.55-
2021/224.35-11.4437.1151.8538.6276.580.57-
2021/127.511.2239.9927.539.9977.750.56-
2020/1224.72-3.1310.62271.849.3275.010.49-
2020/1125.523.0914.13247.129.1976.430.48-
2020/1024.76-5.317.12221.598.6576.80.48-
2020/926.150.9713.09196.838.8574.740.52-
2020/825.914.19.68170.698.2269.040.57-
2020/722.6910.96-1.32144.797.9763.430.62-
2020/620.450.831.37122.19.8963.010.53-
2020/520.28-8.910.14101.6411.7864.240.52-
2020/422.272.711.681.3615.1261.720.54-
2020/321.6822.0918.5759.0916.559.090.57-
2020/217.76-9.5826.8937.4115.3459.760.57-
2020/119.64-12.116.5719.646.5764.360.53-
2019/1222.35-0.0537.46248.668.620.0N/A-
2019/1122.36-3.2326.05226.316.420.0N/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)3360.915.755.9915.698.21412.966.7827.449.2817.7910.513.291.2273.4618.0174.217.8554.888.18
2022 (9)3330.014.86-9.7214.50-9.09386.730.4525.11-3.9816.10-10.4613.13-8.1262.25-10.0862.96-8.9150.73-7.65
2021 (8)3332.1516.4648.6915.9555.91385.041.5426.151.0417.984.4114.295.2369.2347.8369.1242.6954.9348.9
2020 (7)3261.8811.0713.7710.2313.29272.019.3925.885.517.224.9413.584.0646.8314.7848.4415.2236.8913.82
2019 (6)3200.09.7382.899.0385.42248.668.6324.5322.7116.4136.313.0570.3740.848.0942.0448.7132.4185.09
2018 (5)3200.315.32-37.634.87-39.35228.91-3.0519.99-19.012.04-29.057.66-35.327.55-31.2528.27-29.8217.51-37.26
2017 (4)3190.318.53-1.398.03-0.74236.16.9824.68-5.5116.97-4.9311.84-5.8140.071.7340.282.8327.910.76
2016 (3)3180.328.6515.958.0920.93220.75.7526.127.6217.8514.6412.579.6939.3921.2439.1717.5927.715.95
2015 (2)3171.287.4654.136.6950.68208.710.5124.2733.5715.5760.5211.4640.4432.4977.3533.3181.2323.8955.23
2014 (1)3130.644.8482.644.4485.77188.8511.9218.1709.7008.16018.3279.7818.3877.9315.3984.09

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