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)193-0.520.02.1714.81-11.432.3760.1413.945.2470.680.1967.1811.3512.2120.0313.2311.1510.695.843.096.101.5-23.757.1817.915.624.214.75-11.0210.12-11.46-12.236.101.5-23.7515.8237.49103.41
24Q2 (19)1940.520.521.8960.17-28.141.48146.6717.463.07160.1710.4360.3320.282.8817.6931.3324.0510.1091.2942.456.0140.75-30.926.09129.8146.393.6660.53-27.8111.4351.79-1.216.0140.75-30.926.2526.5440.48
24Q1 (18)1930.00.01.18-7.09686.670.60-65.71-15.491.18-81.85686.6750.16-7.7815.9813.47-20.674.825.28-36.5435.734.273.641234.372.65-41.3757.742.28-6.94660.07.5313.92430.284.273.641234.37-8.46-27.62-40.79
23Q4 (17)1930.00.01.27-48.16-25.731.75-15.87-33.966.5024.28-13.154.39-9.15-11.4916.98-5.773.168.32-19.77-9.664.12-48.5-21.524.52-27.21-20.142.45-48.09-25.986.61-42.675.094.12-48.5-21.52-3.53-27.5024.61
23Q3 (16)1930.00.02.45-6.84-23.442.0865.088.95.2388.13-9.259.872.1-18.8318.0226.3721.4310.3746.2619.338.00-8.05-8.786.2149.28-3.124.72-6.9-23.6211.53-0.35-4.398.00-8.05-8.7818.84823.2571.27
23Q2 (15)1930.00.02.631653.33115.571.2677.46687.52.781753.338.5958.6435.5817.1614.2610.9725.757.0982.2678.598.702618.7564.774.16147.62109.055.071590.0116.6711.57714.7943.918.702618.7564.772.98781.052.12
23Q1 (14)1930.00.00.15-91.23-88.890.71-73.21491.670.15-97.99-88.8943.25-29.62-28.4712.85-21.9316.713.89-57.7614.410.32-93.9-94.141.68-70.32-18.450.3-90.94-88.461.42-77.42-80.60.32-93.9-94.14-23.16-68.90-17.23
22Q4 (13)1930.00.01.71-46.5664.422.6538.7494.857.4829.8640.8761.45-16.69-8.3716.4610.9268.659.215.9889.95.25-40.1476.775.66-11.774.153.31-46.4464.686.29-47.8459.645.25-40.1476.7715.3457.87566.25
22Q3 (12)1930.00.03.20162.3130.221.911093.7537.415.76125.034.8973.7647.3723.0614.8430.8612.258.69118.8917.278.7766.192.756.41222.1144.376.18164.1129.7412.0650.062.978.7766.192.7515.0776.34563.54
22Q2 (11)1930.00.01.22-9.63-35.110.1633.33-92.492.5689.63-11.1150.05-17.22-18.3911.343.0-15.063.9716.76-49.045.28-3.3-10.661.99-3.4-58.372.34-10.0-35.548.049.8415.025.28-3.3-10.66-13.5310.09-28.93
22Q1 (10)1930.00.01.3529.8135.00.12-91.18-88.891.35-74.5835.060.46-9.8415.6911.0112.81-9.083.40-29.9-40.975.4683.8439.292.06-36.62-31.562.629.3535.427.3285.7934.565.4683.8439.291.022.31-46.67
21Q4 (9)1930.00.521.04-25.18-51.41.36-2.16-56.135.3124.36-16.967.0611.880.219.76-26.17-41.874.85-34.55-54.632.97-34.73-52.713.25-26.8-54.552.01-25.28-50.863.94-46.76-49.942.97-34.73-52.714.81-25.62-18.45
21Q3 (8)1930.00.521.39-26.06-45.911.39-34.74-57.494.2748.260.2359.94-2.27-8.3613.22-0.97-23.187.41-4.88-38.964.55-23.01-44.514.44-7.11-44.082.69-25.9-45.447.405.87-26.154.55-23.01-44.517.5430.9731.24
21Q2 (7)1930.00.521.8888.0-10.92.1397.22-3.622.88188.071.4361.3317.3617.8513.3510.24-20.547.7935.24-26.35.9150.77-26.584.7858.8-13.093.6389.06-10.156.9928.49-31.075.9150.77-26.58-2.2817.3616.03
21Q1 (6)1930.520.521.00-53.27332.561.08-65.16286.211.00-84.35332.5652.26-21.9190.5212.11-27.8754.075.76-46.12404.763.92-37.58230.673.01-57.9678.851.92-53.06334.155.44-30.88755.423.92-37.58230.67-9.80-35.00-35.18
20Q4 (5)1920.00.02.14-16.73923.083.10-5.24528.576.3950.015875.066.922.3178.2216.79-2.4465.0910.69-11.94312.746.28-23.41740.827.15-9.95637.114.09-17.04901.967.87-21.46398.16.28-23.41740.82--0.00
20Q3 (4)1920.00.02.5721.80.03.2747.960.04.26153.570.065.4125.690.017.212.440.012.1414.850.08.201.860.07.9444.360.04.9322.030.010.02-1.180.08.201.860.0--0.00
20Q2 (3)1920.00.02.11590.70.02.21481.030.01.68490.70.052.0489.720.016.80113.740.010.57659.260.08.05368.330.05.51157.690.04.04592.680.010.141321.690.08.05368.330.0--0.00
20Q1 (2)1920.00.0-0.43-65.380.0-0.58-728.570.0-0.43-1175.00.027.43-26.950.07.86-22.710.0-1.89-172.970.0-3.00-206.120.0-0.52-153.610.0-0.82-60.780.0-0.83-152.530.0-3.00-206.120.0--0.00
19Q4 (1)1920.00.0-0.260.00.0-0.070.00.00.040.00.037.550.00.010.170.00.02.590.00.0-0.980.00.00.970.00.0-0.510.00.01.580.00.0-0.980.00.0--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)
2024/1119.30.844.53214.427.7659.8N/A-
2024/1019.14-10.351.6195.118.0962.95N/A-
2024/921.35-4.927.87175.978.8566.370.42-
2024/822.46-0.479.02154.628.9865.160.43-
2024/722.5612.0317.9132.168.9762.010.45-
2024/620.144.326.39109.67.359.730.48-
2024/519.31-4.8-8.389.467.5158.550.49-
2024/420.286.967.5970.1512.8751.410.55-
2024/318.9655.826.2149.8715.1649.870.53-
2024/212.17-35.06-8.5730.9121.4447.690.56-
2024/118.7411.6754.3518.7454.3553.990.49因農曆春節月份差異
2023/1216.78-9.12-12.67215.75-12.8954.090.47-
2023/1118.47-1.98-22.35198.97-12.9157.10.45-
2023/1018.84-4.81-10.7180.5-11.8159.230.43-
2023/919.79-3.9-12.03161.66-11.9459.530.48-
2023/820.67.62-19.5141.87-11.9358.660.49-
2023/719.141.09-25.03121.28-10.559.120.48-
2023/618.93-10.09-11.64102.14-7.1358.830.5-
2023/521.0511.6932.7783.21-6.0357.760.51-
2023/418.855.5852.0862.15-14.550.010.58中國疫情封控,無法出貨所致。
2023/317.8534.12-22.7843.3-28.1943.30.69-
2023/213.319.63-22.0225.45-31.5544.670.67-
2023/112.14-36.82-39.6412.14-39.6455.140.55-
2022/1219.22-19.18-19.99247.692.7764.10.48-
2022/1123.7812.711.07228.485.2967.380.46-
2022/1021.1-6.238.57204.75.869.190.45-
2022/922.5-12.0715.66183.65.573.620.49-
2022/825.590.2327.77161.14.2272.540.5-
2022/725.5319.1522.29135.510.7162.810.58-
2022/621.4235.119.56109.98-3.2449.680.86-
2022/515.8627.93-21.4488.56-5.951.370.83-
2022/412.39-46.38-42.6272.7-1.6652.580.81-
2022/323.1235.4414.5760.315.2460.30.6-
2022/217.07-15.1443.0737.1915.6761.210.59-
2022/120.12-16.25-0.4920.12-0.4967.670.54-
2021/1224.022.090.23241.0113.7966.980.56-
2021/1123.5321.08-2.65216.9915.5262.410.6-
2021/1019.43-0.11.65193.4618.258.910.64-
2021/919.45-2.86-15.07174.0320.3960.350.66-
2021/820.03-4.06-6.59154.5727.0760.460.66-
2021/720.876.740.66134.5534.2760.620.65-
2021/619.56-3.134.93113.6743.0561.350.62-
2021/520.19-6.5522.5694.1254.7261.970.61因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2021/421.67.0626.5473.9366.6753.710.71因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2021/320.1869.1341.0152.3391.7752.330.75因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2021/211.93-40.9898.4932.15147.7656.110.7因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2021/120.22-15.63190.2820.22190.2868.350.57因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/1223.96-0.84113.28211.864.3367.250.51因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/1124.1726.4374.94187.8359.6666.190.52因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/1019.12-16.5451.17163.6657.6263.460.54因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/922.916.8360.57144.5558.5265.080.49因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/821.443.39103.54121.6458.1460.810.52因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/720.7411.28100.23100.250.9355.840.57因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/618.6413.1458.079.4641.8252.180.5因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/516.47-3.5152.7660.8337.547.850.54因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/417.0719.386.9844.3632.5937.390.7因疫情居家辦公及客戶NB新機型導入出貨量增加,連帶鍵盤出貨量增加所致
2020/314.31138.0837.2227.2812.1727.280.85-
2020/26.01-13.697.5112.97-6.6224.210.96-
2020/16.96-38.01-16.146.96-16.140.0N/A-
2019/1211.24-18.6717.48128.8823.730.0N/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)1930.06.47-13.045.8120.04216.15-12.0315.7015.537.6716.925.68-10.6916.572.8617.9-15.5712.54-13.1
2022 (9)1930.07.4440.644.84-18.93245.722.1413.5912.786.562.026.3647.2216.114.0721.249.1914.4340.78
2021 (8)1930.525.29-16.955.97-25.47240.5813.5912.05-23.546.43-32.174.32-29.315.48-22.8714.21-15.7710.25-16.33
2020 (7)1920.06.3715825.08.010211.864.6115.7655.279.48460.956.11239.4420.07824.8816.87224.4212.2515212.5
2019 (6)192-8.130.04-93.55-1.530128.6723.2810.15-14.131.6924.261.8048.762.1752.825.253.850.08-93.85
2018 (5)209-11.810.62-30.34-0.350104.37-10.3611.82-29.891.36-71.431.21-24.841.42-74.373.38-22.651.3-38.97
2017 (4)237-16.250.89-57.421.71-10.47116.43-13.8116.8610.564.76-16.21.61-60.835.54-27.864.37-56.082.13-64.26
2016 (3)283-18.212.09-9.911.91-40.31135.09-20.2215.2512.885.68-4.224.11-14.557.68-23.439.95-16.945.96-26.69
2015 (2)346-2.262.3219.593.20-18.37169.323.8713.511.55.93-8.064.818.3310.03-4.5711.9821.388.1317.49
2014 (1)3540.281.94568.973.92164.86163.0127.413.3106.4504.44010.51178.049.87398.486.92559.05

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