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)1811.691.69-0.14-380.00.0-0.0869.2376.470.09-62.5-18.184.91-6.83-10.7311.03118.4277.9-3.0463.5157.48-5.16-408.98-10.02-0.1565.9161.54-0.25-377.783.85-5.28-326.61-568.35-5.16-408.98-10.02-11.45-226.84-23.72
24Q2 (19)1780.00.00.05-73.68-50.0-0.26-116.67-333.330.2426.32-4.05.27-16.08-2.595.05-45.23-37.34-8.33-392.9-83.891.67-68.25-51.45-0.44-300.0-83.330.09-72.73-52.632.33-67.09126.211.67-68.25-51.45-2.3626.00-29.03
24Q1 (18)1780.00.00.19125.6826.67-0.1258.6200.19129.6926.676.2811.35-8.999.22662.2-4.85-1.6985.89-868.185.26122.3938.42-0.1183.82-650.00.33125.026.927.08127.3375.685.26122.3938.426.95-151.4436.66
23Q4 (17)1780.00.0-0.74-428.57-208.33-0.2914.71-70.59-0.64-681.82-1014.295.642.5511.24-1.64-126.45-129.29-11.98-67.55-81.52-23.49-400.85-177.0-0.68-74.36-106.06-1.32-407.69-206.98-25.91-3179.75-185.67-23.49-400.85-177.02.10-334.28-225.98
23Q3 (16)1780.00.0-0.14-240.0-177.78-0.34-466.67-1033.330.11-56.0-64.525.51.660.736.20-23.08-18.21-7.15-57.84-56.46-4.69-236.34-180.58-0.39-62.5-56.0-0.26-236.84-181.25-0.79-176.7-134.35-4.69-236.34-180.58-9.96-136.66-233.34
23Q2 (15)1780.00.00.10-33.33225.0-0.060-700.00.2566.6778.575.41-21.599.748.06-16.82-48.83-4.53-2159.09-283.43.44-9.47222.86-0.24-1300.0-300.00.19-26.92235.711.03-74.44294.343.44-9.47222.867.2564.5950.00
23Q1 (14)1780.00.00.15162.5-28.570.00100.0-100.00.15114.29-28.576.936.09-0.149.6973.04-44.820.22103.33-96.823.80144.81-30.780.02106.06-95.830.26160.47-31.584.03144.43-46.763.80144.81-30.7814.48-35.42-183.34
22Q4 (13)1780.00.0-0.24-233.33-148.98-0.17-466.67-139.530.07-77.42-96.555.07-7.14-41.255.60-26.12-67.17-6.60-44.42-168.04-8.48-245.7-184.29-0.33-32.0-139.29-0.43-234.38-149.43-9.07-494.35-183.06-8.48-245.7-184.291.8145.83-433.34
22Q3 (12)1780.00.00.18325.0-45.45-0.03-400.0-112.00.31121.43-79.875.4610.75-19.717.58-51.87-61.35-4.57-285.02-156.425.82307.86-32.33-0.25-308.33-145.450.32328.57-44.832.30533.96-77.185.82307.86-32.33-8.9593.45-247.22
22Q2 (11)1780.00.0-0.08-138.1-109.640.01-94.44-94.740.14-33.33-88.524.93-28.65-22.6115.75-10.31-30.982.47-64.25-72.34-2.80-151.0-112.070.12-75.0-78.95-0.14-136.84-109.46-0.53-107.0-101.98-2.80-151.0-112.07-24.29-97.62-76.29
22Q1 (10)1780.00.00.21-57.14-46.150.18-58.14100.00.21-89.66-46.156.91-19.9315.9417.562.9310.866.91-28.7695.25.49-45.43-52.470.48-42.86128.570.38-56.32-44.937.57-30.68-38.75.49-45.43-52.473.49-4.336.93
21Q4 (9)1780.00.00.4948.48145.00.4372.0816.672.0331.82153.758.6326.9144.5617.06-13.017.259.7019.75640.4610.0616.9867.390.8452.73950.00.8750.0141.6710.928.3319.4710.0616.9867.3916.83-5.8851.79
21Q3 (8)1780.00.00.33-60.24-32.650.2531.58457.141.5426.23156.676.86.75-1.0219.61-14.0784.138.10-9.291787.58.60-62.92-31.640.55-3.511933.330.58-60.81-32.5610.08-62.37-27.438.60-62.92-31.646.8126.2971.34
21Q2 (7)1780.01.140.83112.82207.410.19111.11235.711.22212.821009.096.376.8857.6722.8244.07100.08.93152.26304.8223.19100.7897.190.57171.43416.671.48114.49208.3326.79116.9295.1223.19100.7897.193.35103.91180.56
21Q1 (6)1780.00.00.3995.0360.00.09250.0200.00.39-51.25360.05.96-0.1743.2715.848.8739.563.54170.23206.6311.5592.18297.770.21162.5250.00.6991.67355.5612.3535.12314.4111.5592.18297.77-6.6317.91132.15
20Q4 (5)1780.00.00.20-59.18-9.09-0.0614.2962.50.8033.331900.05.97-13.1-4.0214.5536.6232.031.31372.92131.346.01-52.23-19.650.08366.67130.770.36-58.14-10.09.14-34.232.666.01-52.23-19.65--0.00
20Q3 (4)1781.140.00.4981.480.0-0.0750.00.00.60445.450.06.8770.050.010.65-6.660.0-0.4888.990.012.586.970.0-0.0383.330.00.8679.170.013.891.170.012.586.970.0--0.00
20Q2 (3)176-1.120.00.27280.00.0-0.14-55.560.00.11173.330.04.04-2.880.011.410.530.0-4.36-31.330.011.76301.370.0-0.18-28.570.00.48277.780.013.73338.370.011.76301.370.0--0.00
20Q1 (2)1780.00.0-0.15-168.180.0-0.0943.750.0-0.15-475.00.04.16-33.120.011.352.990.0-3.3220.570.0-5.84-178.070.0-0.1446.150.0-0.27-167.50.0-5.76-183.60.0-5.84-178.070.0--0.00
19Q4 (1)1780.00.00.220.00.0-0.160.00.00.040.00.06.220.00.011.020.00.0-4.180.00.07.480.00.0-0.260.00.00.40.00.06.890.00.07.480.00.0--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)
2024/101.23-31.4-47.4817.7-12.174.35N/A-
2024/91.836.52-9.5316.47-7.514.910.92-
2024/81.32-26.53-31.0514.67-7.265.060.89-
2024/71.8-7.7512.513.35-3.995.60.81-
2024/61.954.7429.4411.56-6.125.271.09-
2024/51.8626.28-8.289.61-11.075.161.11-
2024/41.47-19.68-21.717.75-11.725.111.12-
2024/31.831.22-17.996.28-9.06.281.21-
2024/21.81-31.43-23.544.45-4.695.91.29-
2024/12.6481.6414.682.6414.685.921.28-
2023/121.45-20.67-6.9223.444.835.641.44-
2023/111.83-22.111.5521.995.716.171.31-
2023/102.3518.1625.6520.165.216.251.29-
2023/91.994.040.0917.813.05.51.54-
2023/81.9119.8710.015.823.375.011.69-
2023/71.66.13-7.7113.912.525.121.65-
2023/61.5-25.780.5412.314.025.411.54-
2023/52.037.7921.410.814.526.141.36-
2023/41.88-15.876.628.781.286.481.29-
2023/32.23-5.6212.486.9-0.086.91.25-
2023/22.372.8418.464.67-5.156.231.39-
2023/12.347.41-21.282.3-21.285.51.57-
2022/121.56-4.92-41.4422.36-19.45.071.78-
2022/111.64-12.25-54.1220.8-17.055.51.64主要是主機板及顯示卡等產品之銷售衰退,使本月營收較去年同期減少
2022/101.87-5.87-21.3719.16-10.895.61.61-
2022/91.9914.34-9.6817.29-9.585.461.58-
2022/81.740.56-37.3715.3-9.574.961.74-
2022/71.7315.63-5.113.56-4.114.891.77-
2022/61.5-10.38-17.1111.83-3.974.932.03-
2022/51.67-5.33-31.7310.34-1.725.421.84-
2022/41.76-11.25-16.878.677.365.751.74-
2022/31.99-0.6-14.686.9115.996.911.48-
2022/22.0-31.6632.384.9235.687.591.35-
2022/12.929.6538.022.9238.029.171.11-
2021/122.67-25.4965.1527.7524.638.631.18主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加
2021/113.5850.3877.3525.0821.478.161.25主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加
2021/102.388.111.621.515.417.361.39-
2021/92.2-20.7-21.6619.1217.46.81.15-
2021/82.7852.3827.3716.9225.556.41.22-
2021/71.820.99-3.0814.1525.196.071.29-
2021/61.8-26.1951.0712.3230.846.371.31主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加
2021/52.4415.2860.4610.5227.96.891.21主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加
2021/42.12-8.9259.928.0820.55.961.4主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加
2021/32.3354.241.435.9610.785.961.18-
2021/21.51-28.751.993.6317.745.241.34-
2021/12.1231.232.32.1232.35.751.22-
2020/121.61-19.99-20.6622.26-2.345.971.04-
2020/112.02-13.84-8.6420.65-0.547.170.87-
2020/102.34-16.6418.7318.630.417.330.85-
2020/92.8128.9373.516.29-1.766.870.7因為客戶需求,主機板銷售增加
2020/82.1815.942.4813.48-9.915.250.91-
2020/71.8857.43-7.5711.3-11.964.61.04-
2020/61.19-21.61-28.089.42-12.794.041.24-
2020/51.5214.89-4.948.22-10.015.140.98-
2020/41.33-42.23-20.676.7-11.095.10.98-
2020/32.2955.09-4.035.38-8.375.380.82-
2020/21.48-7.57-1.873.08-11.355.120.86-
2020/11.6-21.32-18.621.6-18.625.850.75-
2019/122.04-7.8743.3122.8-25.010.0N/A-
2019/112.2111.9714.1920.76-28.350.0N/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)1780.0-0.640-0.70023.444.835.77-51.96-5.540-4.840-1.30-1.170-1.130
2022 (9)1780.00.07-96.52-0.01022.36-19.4212.01-35.910.07-99.10.57-95.630.02-99.080.16-96.070.13-96.41
2021 (8)1780.02.01151.250.95027.7531.8318.7455.657.81013.0388.292.1704.07123.633.62153.15
2020 (7)1780.00.801900.0-0.36021.05-7.6812.047.4-1.2806.92244.28-0.2701.82175.761.431942.86
2019 (6)1780.00.040-0.76022.8-25.011.2117.75-3.4502.010-0.7900.6600.070
2018 (5)1780.0-1.370-0.60030.4-11.79.52-27.99-2.120-6.270-0.640-1.990-2.430
2017 (4)1780.00.5600.56034.4314.8413.2214.162.6803.0500.9200.9101.00
2016 (3)1780.0-0.180-0.36029.985.911.5878.15-1.890-1.090-0.570-0.240-0.330
2015 (2)1780.0-0.590-0.88028.31-31.86.50-25.12-6.040-3.690-1.710-1.160-1.040
2014 (1)1780.0-0.370-0.28041.51-9.948.680-0.590-1.590-0.240-0.390-0.660

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