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)3097-0.06-0.03-0.48-84.6240.74-0.70-16.6741.67-1.13-73.8529.3881.33-18.025.133.2412.11112.84-30.81-31.7845.08-18.28-122.6643.53-25.05-8.0242.28-14.87-82.6840.64-22.48-75.2144.66-18.28-122.6643.53-6.81-25.655.52
24Q2 (19)30990.030.03-0.2633.33-4.0-0.6027.719.09-0.65-66.6717.7299.214.441.182.89199.31125.76-23.3823.8748.41-8.2135.4625.16-23.1920.5327.19-8.1432.62-5.58-12.8321.053.06-8.2135.4625.166.7942.2921.07
24Q1 (18)30980.00.0-0.3951.2527.78-0.8314.43-5.06-0.3983.7527.7895.039.1847.91-2.9178.6866.28-30.7134.031.62-12.7255.3551.49-29.1827.95-1.14-12.0851.2928.31-16.2459.9550.61-12.7255.3551.4910.8426.2416.80
23Q4 (17)30980.00.0-0.801.23-116.22-0.9719.17-136.59-2.40-50.0-150.8587.0412.519.43-13.6545.92-204.68-46.5317.06-139.72-28.4911.99-97.71-40.56.68-162.31-24.81.0-116.4-40.550.17-127.43-28.4911.99-97.7111.30-111.39-31.32
23Q3 (16)30980.00.0-0.81-224.0-195.29-1.20-81.82-1023.08-1.60-102.53-131.4377.3610.09-29.81-25.24-124.96-177.35-56.10-23.79-771.86-32.37-195.08-235.1-43.4-36.26-571.74-25.05-224.9-194.85-40.62-48.63-241.58-32.37-195.08-235.19.73-85.15-32.68
23Q2 (15)30980.00.03-0.2553.7-111.79-0.6616.46-142.31-0.79-46.3-118.6370.279.37-61.03-11.22-30.01-125.42-45.32-0.91-252.34-10.9758.16-130.09-31.85-10.4-159.38-7.7154.24-111.73-27.3316.88-169.35-10.9758.16-130.09-4.923.88-38.11
23Q1 (14)30980.00.03-0.54-45.95-125.59-0.79-92.68-151.3-0.54-111.44-125.5964.25-19.22-67.79-8.63-166.18-119.67-44.91-131.38-243.07-26.22-81.96-179.84-28.85-86.85-146.07-16.85-47.03-125.73-32.88-84.41-181.69-26.22-81.96-179.84-23.53-94.74-254.03
22Q4 (13)30980.00.36-0.37-143.53-117.7-0.41-415.38-120.04.72-7.27-36.2279.54-27.84-62.8313.04-60.04-73.58-19.41-332.46-151.77-14.41-160.14-147.78-15.44-267.83-119.24-11.46-143.39-117.76-17.83-162.15-146.96-14.41-160.14-147.78-33.35-101.72-253.53
22Q3 (12)30980.030.320.85-59.91-65.160.13-91.67-94.425.0920.05-4.14110.22-38.87-53.7632.63-26.08-33.728.35-71.93-78.0623.96-34.28-24.139.2-82.85-89.8626.41-59.83-64.9128.69-27.2-27.1623.96-34.28-24.13-24.23-29.72-45.19
22Q2 (11)30970.00.392.120.476.01.561.3-23.534.24100.9547.22180.31-9.6-20.3544.140.624.2829.75-5.22-4.6536.4611.0233.953.64-14.34-24.0565.750.386.6939.41-2.0928.9236.4611.0233.9-8.200.71-11.79
22Q1 (10)30970.320.522.110.96139.771.54-24.88100.02.11-71.49139.77199.46-6.7912.4943.87-11.1250.731.39-16.2783.8932.848.89115.3462.62-21.95106.8765.51.49142.2340.256.0114.132.848.89115.34-8.51-6.69-18.45
21Q4 (9)3087-0.030.722.09-14.34596.672.05-12.02485.717.4039.36194.82213.99-10.2344.8549.360.26124.2637.49-1.5325.0630.16-4.5381.7980.23-11.57515.2664.54-14.26598.4837.97-3.6393.1230.16-4.5381.79-2.473.831.10
21Q3 (8)30880.10.492.4422.0360.382.3314.22356.865.3184.37140.27238.375.355.5549.2316.390.4438.0621.99181.9331.5815.98199.9190.7328.46338.5275.2722.13366.6539.3928.85188.1531.5815.98199.9116.4874.6389.58
21Q2 (7)30850.130.782.00127.2790.482.04164.94110.312.88227.2771.43226.3727.6737.2942.3345.4138.4231.2082.7859.3527.2378.5639.4370.63133.33118.7461.63127.9291.430.5762.6146.6927.2378.5639.4323.84160.30142.47
21Q1 (6)30810.520.880.88193.3339.680.77120.067.390.88-64.9439.68177.3120.0222.9729.1132.2622.1617.0793.5434.315.25143.6114.0630.27132.1365.2327.04192.6440.2518.80144.1616.6315.25143.6114.068.2174.9744.31
20Q4 (5)3065-0.260.660.30-43.4-28.570.35-31.37-7.892.5113.57-22.29147.73-3.612.6322.01-14.85-14.528.82-34.67-19.676.26-40.55-36.1213.04-36.97-9.449.24-42.72-28.157.70-43.67-34.866.26-40.55-36.12--0.00
20Q3 (4)30730.390.00.53-49.520.00.51-47.420.02.2131.550.0153.24-7.070.025.85-15.470.013.50-31.050.010.53-46.080.020.69-35.920.016.13-49.910.013.67-34.40.010.53-46.080.0--0.00
20Q2 (3)30610.230.01.0566.670.00.97110.870.01.68166.670.0164.8914.360.030.5828.330.019.5854.050.019.5346.070.032.2976.260.032.267.010.020.8429.280.019.5346.070.0--0.00
20Q1 (2)30540.30.00.6350.00.00.4621.050.00.63-80.50.0144.199.930.023.83-7.460.012.7115.760.013.3736.430.018.3227.220.019.2849.920.016.1236.380.013.3736.430.0--0.00
19Q4 (1)30450.00.00.420.00.00.380.00.03.230.00.0131.160.00.025.750.00.010.980.00.09.800.00.014.40.00.012.860.00.011.820.00.09.800.00.0--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)
2024/1121.870.23-23.89319.2619.4369.54N/A-
2024/1021.82-15.57-18.2297.3924.6575.69N/A-
2024/925.85-7.75-5.11275.5730.0581.333.89-
2024/828.022.078.82249.7235.2489.113.55-
2024/727.45-18.3612.64221.6939.5294.63.34-
2024/633.630.3536.82194.2444.3999.212.93-
2024/533.514.5145.14160.6146.0899.492.92-
2024/432.06-5.4541.87127.0946.3396.493.01-
2024/333.9111.1557.9595.0347.995.032.92113年3月營收較去年同期增加57.95%,主要是因出貨量較去年同期增加所致。
2024/230.51-0.3150.5561.1242.8692.742.99113年2月營收較去年同期增加50.56%,主要是因出貨量較去年同期增加所致。
2024/130.61-3.235.9430.6135.9490.973.05-
2023/1231.6210.0131.73298.92-47.5187.043.17-
2023/1128.747.713.71267.3-51.082.663.34因地緣政治影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/1026.68-2.06-4.1238.56-53.9279.673.47因地緣政治影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/927.245.8-15.03211.88-56.7577.363.62因地緣政治影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/825.755.64-24.69184.64-59.6774.73.75因地緣政治影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/724.37-0.84-44.56158.89-62.572.043.89因俄烏戰爭、高通膨等影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/624.586.45-53.04134.52-64.5770.273.99因俄烏戰爭、高通膨及升息等影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/523.092.16-62.74109.94-66.4267.164.17因俄烏戰爭、高通膨及升息等影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/422.65.25-65.7486.85-67.2864.344.36因俄烏戰爭、高通膨及升息等影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/321.475.95-68.1464.25-67.7864.254.09因俄烏戰爭、高通膨及升息等影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/220.26-9.99-68.542.78-67.666.783.93因俄烏戰爭、高通膨及升息等影響,全球性總體經濟走緩,記憶體市場需求不佳。
2023/122.51-6.2-66.7522.51-66.7574.233.54因俄烏戰爭、高通膨、疫情影響供應鏈及中國內需走弱、全球高利息等,造成記憶體景氣下滑。
2022/1224.0-13.38-65.39569.52-33.4779.542.94因俄烏戰爭、全球通膨、中國封控、升息造成記憶體市場景氣下滑
2022/1127.71-0.39-61.81545.52-30.6587.62.67111年11月價格及量較110年11月減少
2022/1027.82-13.22-61.38517.81-27.4894.072.49111年10月價格及量較110年10月減少
2022/932.06-6.22-58.23489.99-23.68110.221.72111年9月價格及量較110年9月減少
2022/834.19-22.22-58.35457.93-18.99130.51.45111年8月價格及量較110年8月減少
2022/743.96-16.01-44.7423.73-12.3158.291.2-
2022/652.35-15.53-31.47379.77-5.92180.310.78-
2022/561.97-6.07-18.5327.420.03195.370.72-
2022/465.98-2.11-10.76265.455.65197.720.71-
2022/367.414.785.2199.4612.49199.460.6-
2022/264.33-5.011.09132.0516.62201.420.59-
2022/167.72-2.3622.4167.7222.41209.660.57-
2021/1269.37-4.4136.62856.0440.32213.990.54-
2021/1172.570.7148.15786.6840.65221.390.52-
2021/1072.05-6.1350.17714.1139.93230.920.5110年10月價格較109年10月增加
2021/976.77-6.4938.4642.0538.87238.370.46-
2021/882.13.2668.56565.2838.94237.990.46110年8月價格及量較109年8月增加
2021/779.54.0762.02483.1934.91231.940.47110年7月價格及量較109年7月增加
2021/676.390.4543.59403.6830.6226.370.49-
2021/576.042.8337.01327.2927.9214.060.52-
2021/473.9415.3931.57251.2525.38195.930.57-
2021/364.0810.6519.64177.3122.96177.310.7-
2021/257.914.6726.9113.2324.93164.00.75-
2021/155.328.9622.9355.3222.93155.080.8-
2020/1250.773.6517.24610.0617.93147.730.96-
2020/1148.982.0814.9559.2817.99152.430.93-
2020/1047.98-13.496.1510.318.3152.150.93-
2020/955.4713.8810.9462.3219.73153.241.01-
2020/848.7-0.74-6.73406.8521.04150.971.02-
2020/749.07-7.767.23358.1526.16157.770.98-
2020/653.2-4.1430.2309.0829.79164.891.01-
2020/555.5-1.2430.76255.8829.71165.251.0-
2020/456.24.9336.7200.3929.42155.381.07-
2020/353.5617.3644.01144.1926.79144.191.24-
2020/245.631.3934.4190.6318.42133.941.33-
2020/145.03.915.6845.05.680.0N/A-
2019/1243.311.58-10.32517.27-38.940.0N/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)30980.0-2.400-3.620298.92-47.51-15.000-48.370-24.890-144.60-107.050-74.40
2022 (9)30980.364.68-36.332.82-60.78569.52-33.4737.47-13.419.32-39.1725.67-3.82110.02-59.53168.77-39.22146.19-36.02
2021 (8)30870.727.35195.187.19212.61856.0440.3243.2768.2331.76129.6526.69111.83271.86222.34277.67208.83228.49197.28
2020 (7)30650.662.49-21.942.30-12.21610.0617.9425.72-19.3513.83-24.8412.60-33.6584.34-11.3889.91-19.976.86-21.77
2019 (6)3045-0.943.19-74.232.62-78.15517.27-38.9531.89-42.0418.40-60.3918.99-59.1395.17-75.82112.25-73.0198.25-75.04
2018 (5)30749.5512.38-11.0611.99115.26847.2254.2755.0222.6246.4535.7446.46-36.68393.55109.44415.84-0.59393.62-2.28
2017 (4)28062.5213.9261.115.57163.98549.1831.9144.8745.3534.2266.673.3728.72187.91119.73418.3162.6402.8269.82
2016 (3)273712.918.6423.082.11-49.52416.33-5.1130.87-21.7520.54-33.1857.0045.6385.52-36.59257.2645.53237.2138.39
2015 (2)24241.047.02-40.364.18-15.38438.76-10.6539.45-12.6130.74-19.7239.14-31.84134.87-28.28176.77-44.29171.41-39.31
2014 (1)2399-89.9911.773361.764.94280.0491.088.5945.14038.29057.420188.05279.06317.33250.25282.42247.04

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