- 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
加權平均股數 QoQ YoY | EPS 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) | 103 | 0.98 | 0.98 | -0.30 | -76.47 | -166.67 | -0.10 | 64.29 | -145.45 | -0.40 | -300.0 | -671.43 | 3.62 | 11.38 | -28.03 | 13.95 | 84.28 | 29.89 | -2.34 | 67.5 | -150.21 | -8.56 | -59.7 | -194.17 | -0.08 | 65.22 | -134.78 | -0.31 | -82.35 | -167.39 | -8.15 | -136.23 | -188.3 | -8.56 | -59.7 | -194.17 | 7.94 | -209.67 | 23.81 |
24Q2 (19) | 102 | 0.0 | 0.0 | -0.17 | -342.86 | 59.52 | -0.28 | -16.67 | 45.1 | -0.10 | -242.86 | 73.68 | 3.25 | 4.5 | -17.93 | 7.57 | -40.72 | 47.28 | -7.20 | -12.68 | 51.48 | -5.36 | -327.12 | 49.72 | -0.23 | -15.0 | 61.02 | -0.17 | -342.86 | 59.52 | -3.45 | -186.68 | 71.27 | -5.36 | -327.12 | 49.72 | -15.75 | -106.22 | -191.67 |
24Q1 (18) | 102 | 0.0 | 0.0 | 0.07 | 130.43 | 75.0 | -0.24 | -366.67 | -271.43 | 0.07 | 143.75 | 75.0 | 3.11 | -36.01 | -28.83 | 12.77 | -9.5 | 12.31 | -6.39 | -234.53 | -299.07 | 2.36 | 148.76 | 151.06 | -0.2 | -186.96 | -242.86 | 0.07 | 130.43 | 75.0 | 3.98 | 311.7 | 357.47 | 2.36 | 148.76 | 151.06 | -19.70 | -10.34 | -212.88 |
23Q4 (17) | 102 | 0.0 | 0.0 | -0.23 | -151.11 | -162.16 | 0.09 | -59.09 | -83.64 | -0.16 | -328.57 | -113.56 | 4.86 | -3.38 | -15.77 | 14.11 | 31.38 | -30.29 | 4.75 | 1.93 | -58.8 | -4.84 | -153.25 | -175.04 | 0.23 | 0.0 | -65.67 | -0.23 | -150.0 | -162.16 | -1.88 | -120.37 | -123.18 | -4.84 | -153.25 | -175.04 | 11.82 | 28.01 | 42.02 |
23Q3 (16) | 102 | 0.0 | 0.0 | 0.45 | 207.14 | -10.0 | 0.22 | 143.14 | -4.35 | 0.07 | 118.42 | -91.36 | 5.03 | 27.02 | 24.2 | 10.74 | 108.95 | -45.73 | 4.66 | 131.4 | -0.43 | 9.09 | 185.27 | -27.68 | 0.23 | 138.98 | 21.05 | 0.46 | 209.52 | -9.8 | 9.23 | 176.85 | -18.82 | 9.09 | 185.27 | -27.68 | 8.82 | -471.43 | -160.58 |
23Q2 (15) | 102 | 0.0 | 0.0 | -0.42 | -1150.0 | -4300.0 | -0.51 | -464.29 | -264.29 | -0.38 | -1050.0 | -222.58 | 3.96 | -9.38 | 0.0 | 5.14 | -54.79 | -58.14 | -14.84 | -562.31 | -1540.78 | -10.66 | -1234.04 | -5710.53 | -0.59 | -521.43 | -1575.0 | -0.42 | -1150.0 | -4300.0 | -12.01 | -1480.46 | -346.11 | -10.66 | -1234.04 | -5710.53 | -16.82 | -619.60 | -269.42 |
23Q1 (14) | 102 | 0.0 | 0.0 | 0.04 | -89.19 | -87.1 | 0.14 | -74.55 | -26.32 | 0.04 | -96.61 | -87.1 | 4.37 | -24.26 | 2.82 | 11.37 | -43.82 | -34.09 | 3.21 | -72.16 | -50.69 | 0.94 | -85.43 | -87.16 | 0.14 | -79.1 | -50.0 | 0.04 | -89.19 | -87.1 | 0.87 | -89.27 | -90.48 | 0.94 | -85.43 | -87.16 | 9.10 | -57.59 | 32.29 |
22Q4 (13) | 102 | 0.0 | 0.0 | 0.37 | -26.0 | 76.19 | 0.55 | 139.13 | 205.56 | 1.18 | 45.68 | 883.33 | 5.77 | 42.47 | 15.86 | 20.24 | 2.27 | 132.91 | 11.53 | 146.37 | 558.86 | 6.45 | -48.69 | 47.6 | 0.67 | 252.63 | 644.44 | 0.37 | -27.45 | 68.18 | 8.11 | -28.67 | 243.64 | 6.45 | -48.69 | 47.6 | 22.37 | 2437.00 | 201.71 |
22Q3 (12) | 102 | 0.0 | 0.0 | 0.50 | 4900.0 | 354.55 | 0.23 | 264.29 | 53.33 | 0.81 | 161.29 | 1000.0 | 4.05 | 2.27 | -8.16 | 19.79 | 61.16 | 50.49 | 4.68 | 354.37 | 24.47 | 12.57 | 6515.79 | 381.61 | 0.19 | 375.0 | 11.76 | 0.51 | 5000.0 | 325.0 | 11.37 | 132.99 | 263.26 | 12.57 | 6515.79 | 381.61 | -2.28 | 2401.61 | 45.31 |
22Q2 (11) | 102 | 0.0 | 0.0 | 0.01 | -96.77 | -83.33 | -0.14 | -173.68 | -200.0 | 0.31 | 0.0 | 247.62 | 3.96 | -6.82 | 2.86 | 12.28 | -28.81 | -23.58 | 1.03 | -84.18 | -75.18 | 0.19 | -97.4 | -87.97 | 0.04 | -85.71 | -75.0 | 0.01 | -96.77 | -83.33 | 4.88 | -46.61 | 146.46 | 0.19 | -97.4 | -87.97 | -10.74 | -24.57 | -84.06 |
22Q1 (10) | 102 | 0.0 | 0.0 | 0.31 | 47.62 | 214.81 | 0.19 | 5.56 | 186.36 | 0.31 | 158.33 | 214.81 | 4.25 | -14.66 | -4.28 | 17.25 | 98.5 | 38.89 | 6.51 | 272.0 | 283.9 | 7.32 | 67.51 | 220.0 | 0.28 | 211.11 | 275.0 | 0.31 | 40.91 | 214.81 | 9.14 | 287.29 | 306.32 | 7.32 | 67.51 | 220.0 | -0.87 | 69.27 | 12.78 |
21Q4 (9) | 102 | 0.0 | 0.0 | 0.21 | 90.91 | 950.0 | 0.18 | 20.0 | 20.0 | 0.12 | 233.33 | 112.9 | 4.98 | 12.93 | -6.74 | 8.69 | -33.92 | -37.57 | 1.75 | -53.46 | -20.09 | 4.37 | 67.43 | 1185.29 | 0.09 | -47.06 | -25.0 | 0.22 | 83.33 | 1000.0 | 2.36 | -24.6 | 1575.0 | 4.37 | 67.43 | 1185.29 | 13.74 | 87.12 | 13.57 |
21Q3 (8) | 102 | 0.0 | 0.0 | 0.11 | 83.33 | -8.33 | 0.15 | 7.14 | -28.57 | -0.09 | 57.14 | 90.53 | 4.41 | 14.55 | -11.45 | 13.15 | -18.17 | -21.77 | 3.76 | -9.4 | -19.83 | 2.61 | 65.19 | 6.53 | 0.17 | 6.25 | -26.09 | 0.12 | 100.0 | 0.0 | 3.13 | 58.08 | 12.59 | 2.61 | 65.19 | 6.53 | 0.63 | 102.78 | 85.39 |
21Q2 (7) | 102 | 0.0 | 0.99 | 0.06 | 122.22 | 105.56 | 0.14 | 163.64 | 114.14 | -0.21 | 22.22 | 80.37 | 3.85 | -13.29 | 10.63 | 16.07 | 29.39 | 6.56 | 4.15 | 217.23 | 112.7 | 1.58 | 125.9 | 105.02 | 0.16 | 200.0 | 114.04 | 0.06 | 122.22 | 105.5 | 1.98 | 144.7 | 105.69 | 1.58 | 125.9 | 105.02 | -15.07 | -663.89 | -41.52 |
21Q1 (6) | 102 | 0.0 | 0.0 | -0.27 | -1450.0 | -2800.0 | -0.22 | -246.67 | -2300.0 | -0.27 | 70.97 | -2800.0 | 4.44 | -16.85 | 12.69 | 12.42 | -10.78 | 10.11 | -3.54 | -261.64 | -7180.0 | -6.10 | -1894.12 | -3488.89 | -0.16 | -233.33 | 0 | -0.27 | -1450.0 | -2800.0 | -4.43 | -2668.75 | -2561.11 | -6.10 | -1894.12 | -3488.89 | -4.81 | -766.66 | -137.62 |
20Q4 (5) | 102 | 0.0 | 0.0 | 0.02 | -83.33 | -81.82 | 0.15 | -28.57 | -21.05 | -0.93 | 2.11 | -257.69 | 5.34 | 7.23 | 7.66 | 13.92 | -17.19 | 10.3 | 2.19 | -53.3 | -43.85 | 0.34 | -86.12 | -85.53 | 0.12 | -47.83 | -36.84 | 0.02 | -83.33 | -83.33 | -0.16 | -105.76 | -106.81 | 0.34 | -86.12 | -85.53 | - | - | 0.00 |
20Q3 (4) | 102 | 0.99 | 0.0 | 0.12 | 111.11 | 0.0 | 0.21 | 121.21 | 0.0 | -0.95 | 11.21 | 0.0 | 4.98 | 43.1 | 0.0 | 16.81 | 11.47 | 0.0 | 4.69 | 114.35 | 0.0 | 2.45 | 107.79 | 0.0 | 0.23 | 120.18 | 0.0 | 0.12 | 111.01 | 0.0 | 2.78 | 107.99 | 0.0 | 2.45 | 107.79 | 0.0 | - | - | 0.00 |
20Q2 (3) | 101 | -0.98 | 0.0 | -1.08 | -10900.0 | 0.0 | -0.99 | -10000.0 | 0.0 | -1.07 | -10800.0 | 0.0 | 3.48 | -11.68 | 0.0 | 15.08 | 33.69 | 0.0 | -32.69 | -65480.0 | 0.0 | -31.47 | -17583.33 | 0.0 | -1.14 | 0 | 0.0 | -1.09 | -11000.0 | 0.0 | -34.81 | -19438.89 | 0.0 | -31.47 | -17583.33 | 0.0 | - | - | 0.00 |
20Q1 (2) | 102 | 0.0 | 0.0 | 0.01 | -90.91 | 0.0 | 0.01 | -94.74 | 0.0 | 0.01 | 103.85 | 0.0 | 3.94 | -20.56 | 0.0 | 11.28 | -10.62 | 0.0 | 0.05 | -98.72 | 0.0 | 0.18 | -92.34 | 0.0 | 0 | -100.0 | 0.0 | 0.01 | -91.67 | 0.0 | 0.18 | -92.34 | 0.0 | 0.18 | -92.34 | 0.0 | - | - | 0.00 |
19Q4 (1) | 102 | 0.0 | 0.0 | 0.11 | 0.0 | 0.0 | 0.19 | 0.0 | 0.0 | -0.26 | 0.0 | 0.0 | 4.96 | 0.0 | 0.0 | 12.62 | 0.0 | 0.0 | 3.90 | 0.0 | 0.0 | 2.35 | 0.0 | 0.0 | 0.19 | 0.0 | 0.0 | 0.12 | 0.0 | 0.0 | 2.35 | 0.0 | 0.0 | 2.35 | 0.0 | 0.0 | - | - | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 1.35 | -14.65 | -25.69 | 12.91 | -24.61 | 4.07 | N/A | - | ||
2024/10 | 1.58 | 38.85 | -18.46 | 11.56 | -24.49 | 4.22 | N/A | - | ||
2024/9 | 1.14 | -24.2 | -38.46 | 9.98 | -25.36 | 3.62 | 1.19 | - | ||
2024/8 | 1.5 | 54.08 | -9.73 | 8.84 | -23.25 | 3.69 | 1.16 | - | ||
2024/7 | 0.97 | -19.75 | -35.68 | 7.33 | -25.54 | 3.16 | 1.36 | - | ||
2024/6 | 1.21 | 24.58 | -15.89 | 6.36 | -23.7 | 3.25 | 1.36 | - | ||
2024/5 | 0.98 | -8.07 | -21.19 | 5.15 | -25.33 | 3.07 | 1.44 | - | ||
2024/4 | 1.06 | 2.28 | -17.27 | 4.17 | -26.24 | 3.07 | 1.44 | - | ||
2024/3 | 1.04 | 7.21 | -41.73 | 3.11 | -28.87 | 3.11 | 1.5 | - | ||
2024/2 | 0.97 | -12.48 | -36.49 | 2.07 | -20.04 | 3.17 | 1.46 | - | ||
2024/1 | 1.11 | 0.3 | 3.39 | 1.11 | 3.39 | 4.02 | 1.16 | - | ||
2023/12 | 1.1 | -39.31 | -42.97 | 18.22 | -1.25 | 4.86 | 1.0 | - | ||
2023/11 | 1.82 | -6.33 | -24.41 | 17.12 | 3.62 | 5.6 | 0.87 | - | ||
2023/10 | 1.94 | 4.78 | 3.96 | 15.3 | 8.39 | 5.45 | 0.89 | - | ||
2023/9 | 1.85 | 11.18 | 31.19 | 13.37 | 9.07 | 5.03 | 1.15 | - | ||
2023/8 | 1.66 | 9.78 | 10.68 | 11.52 | 6.19 | 4.62 | 1.25 | - | ||
2023/7 | 1.52 | 4.93 | 33.65 | 9.85 | 5.47 | 4.2 | 1.38 | - | ||
2023/6 | 1.44 | 16.72 | 32.26 | 8.34 | 1.57 | 3.96 | 1.84 | - | ||
2023/5 | 1.24 | -3.5 | -3.74 | 6.89 | -3.13 | 4.3 | 1.7 | - | ||
2023/4 | 1.28 | -27.95 | -18.78 | 5.65 | -2.99 | 4.59 | 1.59 | - | ||
2023/3 | 1.78 | 16.84 | -3.05 | 4.37 | 2.86 | 4.37 | 1.89 | - | ||
2023/2 | 1.52 | 42.49 | 34.72 | 2.59 | 7.37 | 4.52 | 1.83 | - | ||
2023/1 | 1.07 | -44.67 | -16.71 | 1.07 | -16.71 | 5.4 | 1.53 | - | ||
2022/12 | 1.93 | -19.55 | 19.83 | 18.45 | 4.39 | 6.2 | 1.32 | - | ||
2022/11 | 2.4 | 28.82 | 34.76 | 16.52 | 2.84 | 5.68 | 1.45 | - | ||
2022/10 | 1.86 | 32.21 | 17.74 | 14.12 | -1.13 | 4.78 | 1.72 | - | ||
2022/9 | 1.41 | -6.19 | -2.46 | 12.25 | -3.49 | 4.05 | 1.95 | - | ||
2022/8 | 1.5 | 32.57 | -2.59 | 10.84 | -3.62 | 3.73 | 2.11 | - | ||
2022/7 | 1.13 | 3.84 | -19.92 | 9.34 | -3.78 | 3.51 | 2.24 | - | ||
2022/6 | 1.09 | -15.05 | -21.7 | 8.21 | -1.03 | 3.96 | 1.75 | - | ||
2022/5 | 1.29 | -18.58 | -9.33 | 7.11 | 3.14 | 4.7 | 1.47 | - | ||
2022/4 | 1.58 | -13.99 | 52.36 | 5.83 | 6.37 | 4.55 | 1.52 | 前四大客戶(英/德/香港/以色列)於2022年需求上升,再加上四月的料況表現良好,故營業額上升 | ||
2022/3 | 1.84 | 62.39 | 1.36 | 4.25 | -4.34 | 4.25 | 1.69 | - | ||
2022/2 | 1.13 | -11.91 | 6.54 | 2.41 | -8.28 | 4.03 | 1.78 | - | ||
2022/1 | 1.28 | -20.4 | -18.29 | 1.28 | -18.29 | 4.68 | 1.53 | - | ||
2021/12 | 1.61 | -9.53 | -29.93 | 17.68 | -0.37 | 4.98 | 1.42 | - | ||
2021/11 | 1.78 | 12.56 | 20.89 | 16.06 | 4.03 | 4.81 | 1.47 | - | ||
2021/10 | 1.58 | 9.52 | 1.0 | 14.28 | 2.25 | 4.57 | 1.55 | - | ||
2021/9 | 1.45 | -6.32 | -21.62 | 12.7 | 2.41 | 4.41 | 1.71 | - | ||
2021/8 | 1.54 | 8.98 | 4.29 | 11.25 | 6.61 | 4.35 | 1.73 | - | ||
2021/7 | 1.42 | 1.53 | -14.38 | 9.71 | 6.99 | 4.23 | 1.78 | - | ||
2021/6 | 1.39 | -1.63 | -6.45 | 8.29 | 11.75 | 3.85 | 2.11 | - | ||
2021/5 | 1.42 | 36.81 | 13.28 | 6.9 | 16.34 | 4.27 | 1.9 | - | ||
2021/4 | 1.04 | -42.77 | 40.97 | 5.48 | 17.16 | 3.91 | 2.07 | - | ||
2021/3 | 1.81 | 70.68 | 67.22 | 4.44 | 12.71 | 4.44 | 1.76 | 差異主要是因為受疫情影響,網路通訊設備需求增加,業績正常成長。 | ||
2021/2 | 1.06 | -32.45 | -25.73 | 2.63 | -7.93 | 4.93 | 1.58 | - | ||
2021/1 | 1.57 | -31.73 | 9.85 | 1.57 | 9.85 | 5.35 | 1.46 | - | ||
2020/12 | 2.3 | 56.11 | 41.05 | 17.74 | 12.58 | 5.34 | 1.36 | - | ||
2020/11 | 1.47 | -5.95 | -13.21 | 15.44 | 9.29 | 4.89 | 1.49 | - | ||
2020/10 | 1.57 | -15.01 | -3.78 | 13.97 | 12.36 | 4.89 | 1.49 | - | ||
2020/9 | 1.84 | 24.64 | 35.62 | 12.4 | 14.8 | 4.98 | 1.51 | - | ||
2020/8 | 1.48 | -10.53 | -8.17 | 10.55 | 11.8 | 4.63 | 1.62 | - | ||
2020/7 | 1.65 | 10.94 | 7.05 | 9.07 | 15.92 | 4.4 | 1.71 | - | ||
2020/6 | 1.49 | 19.12 | 5.87 | 7.42 | 18.1 | 3.48 | 2.04 | - | ||
2020/5 | 1.25 | 70.26 | 15.45 | 5.93 | 21.63 | 3.07 | 2.32 | - | ||
2020/4 | 0.74 | -32.12 | -28.86 | 4.68 | 23.39 | 3.25 | 2.19 | - | ||
2020/3 | 1.08 | -24.19 | 11.02 | 3.94 | 42.99 | 3.94 | 1.52 | - | ||
2020/2 | 1.43 | -0.09 | 83.41 | 2.86 | 61.28 | 4.49 | 1.34 | 本公司穩健原有的網通事業外,亦積極拓展記憶體事業部業務,故致營收較去年成長 | ||
2020/1 | 1.43 | -12.35 | 43.94 | 1.43 | 43.94 | 0.0 | N/A | - | ||
2019/12 | 1.63 | -3.95 | 48.34 | 15.76 | 30.35 | 0.0 | N/A | - |
加權平均股數 YoY | EPS 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) | 102 | 0.0 | -0.16 | 0 | -0.08 | 0 | 18.22 | 1.11 | 10.57 | -40.25 | 0.09 | -98.62 | -0.87 | 0 | 0.02 | -98.29 | -0.07 | 0 | -0.16 | 0 |
2022 (9) | 102 | 0.0 | 1.18 | 883.33 | 0.83 | 260.87 | 18.02 | 1.92 | 17.69 | 43.35 | 6.50 | 348.28 | 6.66 | 865.22 | 1.17 | 350.0 | 1.51 | 1061.54 | 1.2 | 900.0 |
2021 (8) | 102 | 0.0 | 0.12 | 0 | 0.23 | 0 | 17.68 | -0.34 | 12.34 | -14.13 | 1.45 | 0 | 0.69 | 0 | 0.26 | 0 | 0.13 | 0 | 0.12 | 0 |
2020 (7) | 102 | 0.0 | -0.93 | 0 | -0.64 | 0 | 17.74 | 12.56 | 14.37 | 36.73 | -4.42 | 0 | -5.34 | 0 | -0.78 | 0 | -1.07 | 0 | -0.95 | 0 |
2019 (6) | 102 | -0.97 | -0.26 | 0 | -0.17 | 0 | 15.76 | 30.46 | 10.51 | 13.99 | -1.14 | 0 | -1.69 | 0 | -0.18 | 0 | -0.27 | 0 | -0.27 | 0 |
2018 (5) | 103 | 11.96 | -0.96 | 0 | -1.03 | 0 | 12.08 | -21.41 | 9.22 | -38.49 | -8.09 | 0 | -8.20 | 0 | -0.98 | 0 | -0.91 | 0 | -0.99 | 0 |
2017 (4) | 92 | 8.24 | 0.14 | -75.86 | 0.31 | -46.55 | 15.37 | -0.58 | 14.99 | -13.65 | 2.09 | -46.13 | 0.86 | -75.07 | 0.32 | -46.67 | 0.13 | -75.47 | 0.13 | -75.47 |
2016 (3) | 85 | 0.0 | 0.58 | 100.0 | 0.58 | 0 | 15.46 | -4.98 | 17.36 | -0.4 | 3.88 | 0 | 3.45 | 121.15 | 0.6 | 0 | 0.53 | 112.0 | 0.53 | 112.0 |
2015 (2) | 85 | 0.0 | 0.29 | -48.21 | -0.36 | 0 | 16.27 | -0.37 | 17.43 | 18.81 | -2.25 | 0 | 1.56 | -47.47 | -0.37 | 0 | 0.25 | -47.92 | 0.25 | -47.92 |
2014 (1) | 85 | -37.04 | 0.56 | 0 | 0.29 | 0 | 16.33 | 5.9 | 14.67 | 0 | 1.84 | 0 | 2.97 | 0 | 0.3 | 0 | 0.48 | 0 | 0.48 | 0 |