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)1030.980.98-0.30-76.47-166.67-0.1064.29-145.45-0.40-300.0-671.433.6211.38-28.0313.9584.2829.89-2.3467.5-150.21-8.56-59.7-194.17-0.0865.22-134.78-0.31-82.35-167.39-8.15-136.23-188.3-8.56-59.7-194.177.94-209.6723.81
24Q2 (19)1020.00.0-0.17-342.8659.52-0.28-16.6745.1-0.10-242.8673.683.254.5-17.937.57-40.7247.28-7.20-12.6851.48-5.36-327.1249.72-0.23-15.061.02-0.17-342.8659.52-3.45-186.6871.27-5.36-327.1249.72-15.75-106.22-191.67
24Q1 (18)1020.00.00.07130.4375.0-0.24-366.67-271.430.07143.7575.03.11-36.01-28.8312.77-9.512.31-6.39-234.53-299.072.36148.76151.06-0.2-186.96-242.860.07130.4375.03.98311.7357.472.36148.76151.06-19.70-10.34-212.88
23Q4 (17)1020.00.0-0.23-151.11-162.160.09-59.09-83.64-0.16-328.57-113.564.86-3.38-15.7714.1131.38-30.294.751.93-58.8-4.84-153.25-175.040.230.0-65.67-0.23-150.0-162.16-1.88-120.37-123.18-4.84-153.25-175.0411.8228.0142.02
23Q3 (16)1020.00.00.45207.14-10.00.22143.14-4.350.07118.42-91.365.0327.0224.210.74108.95-45.734.66131.4-0.439.09185.27-27.680.23138.9821.050.46209.52-9.89.23176.85-18.829.09185.27-27.688.82-471.43-160.58
23Q2 (15)1020.00.0-0.42-1150.0-4300.0-0.51-464.29-264.29-0.38-1050.0-222.583.96-9.380.05.14-54.79-58.14-14.84-562.31-1540.78-10.66-1234.04-5710.53-0.59-521.43-1575.0-0.42-1150.0-4300.0-12.01-1480.46-346.11-10.66-1234.04-5710.53-16.82-619.60-269.42
23Q1 (14)1020.00.00.04-89.19-87.10.14-74.55-26.320.04-96.61-87.14.37-24.262.8211.37-43.82-34.093.21-72.16-50.690.94-85.43-87.160.14-79.1-50.00.04-89.19-87.10.87-89.27-90.480.94-85.43-87.169.10-57.5932.29
22Q4 (13)1020.00.00.37-26.076.190.55139.13205.561.1845.68883.335.7742.4715.8620.242.27132.9111.53146.37558.866.45-48.6947.60.67252.63644.440.37-27.4568.188.11-28.67243.646.45-48.6947.622.372437.00201.71
22Q3 (12)1020.00.00.504900.0354.550.23264.2953.330.81161.291000.04.052.27-8.1619.7961.1650.494.68354.3724.4712.576515.79381.610.19375.011.760.515000.0325.011.37132.99263.2612.576515.79381.61-2.282401.6145.31
22Q2 (11)1020.00.00.01-96.77-83.33-0.14-173.68-200.00.310.0247.623.96-6.822.8612.28-28.81-23.581.03-84.18-75.180.19-97.4-87.970.04-85.71-75.00.01-96.77-83.334.88-46.61146.460.19-97.4-87.97-10.74-24.57-84.06
22Q1 (10)1020.00.00.3147.62214.810.195.56186.360.31158.33214.814.25-14.66-4.2817.2598.538.896.51272.0283.97.3267.51220.00.28211.11275.00.3140.91214.819.14287.29306.327.3267.51220.0-0.8769.2712.78
21Q4 (9)1020.00.00.2190.91950.00.1820.020.00.12233.33112.94.9812.93-6.748.69-33.92-37.571.75-53.46-20.094.3767.431185.290.09-47.06-25.00.2283.331000.02.36-24.61575.04.3767.431185.2913.7487.1213.57
21Q3 (8)1020.00.00.1183.33-8.330.157.14-28.57-0.0957.1490.534.4114.55-11.4513.15-18.17-21.773.76-9.4-19.832.6165.196.530.176.25-26.090.12100.00.03.1358.0812.592.6165.196.530.63102.7885.39
21Q2 (7)1020.00.990.06122.22105.560.14163.64114.14-0.2122.2280.373.85-13.2910.6316.0729.396.564.15217.23112.71.58125.9105.020.16200.0114.040.06122.22105.51.98144.7105.691.58125.9105.02-15.07-663.89-41.52
21Q1 (6)1020.00.0-0.27-1450.0-2800.0-0.22-246.67-2300.0-0.2770.97-2800.04.44-16.8512.6912.42-10.7810.11-3.54-261.64-7180.0-6.10-1894.12-3488.89-0.16-233.330-0.27-1450.0-2800.0-4.43-2668.75-2561.11-6.10-1894.12-3488.89-4.81-766.66-137.62
20Q4 (5)1020.00.00.02-83.33-81.820.15-28.57-21.05-0.932.11-257.695.347.237.6613.92-17.1910.32.19-53.3-43.850.34-86.12-85.530.12-47.83-36.840.02-83.33-83.33-0.16-105.76-106.810.34-86.12-85.53--0.00
20Q3 (4)1020.990.00.12111.110.00.21121.210.0-0.9511.210.04.9843.10.016.8111.470.04.69114.350.02.45107.790.00.23120.180.00.12111.010.02.78107.990.02.45107.790.0--0.00
20Q2 (3)101-0.980.0-1.08-10900.00.0-0.99-10000.00.0-1.07-10800.00.03.48-11.680.015.0833.690.0-32.69-65480.00.0-31.47-17583.330.0-1.1400.0-1.09-11000.00.0-34.81-19438.890.0-31.47-17583.330.0--0.00
20Q1 (2)1020.00.00.01-90.910.00.01-94.740.00.01103.850.03.94-20.560.011.28-10.620.00.05-98.720.00.18-92.340.00-100.00.00.01-91.670.00.18-92.340.00.18-92.340.0--0.00
19Q4 (1)1020.00.00.110.00.00.190.00.0-0.260.00.04.960.00.012.620.00.03.900.00.02.350.00.00.190.00.00.120.00.02.350.00.02.350.00.0--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)
2024/101.5838.85-18.4611.56-24.494.22N/A-
2024/91.14-24.2-38.469.98-25.363.621.19-
2024/81.554.08-9.738.84-23.253.691.16-
2024/70.97-19.75-35.687.33-25.543.161.36-
2024/61.2124.58-15.896.36-23.73.251.36-
2024/50.98-8.07-21.195.15-25.333.071.44-
2024/41.062.28-17.274.17-26.243.071.44-
2024/31.047.21-41.733.11-28.873.111.5-
2024/20.97-12.48-36.492.07-20.043.171.46-
2024/11.110.33.391.113.394.021.16-
2023/121.1-39.31-42.9718.22-1.254.861.0-
2023/111.82-6.33-24.4117.123.625.60.87-
2023/101.944.783.9615.38.395.450.89-
2023/91.8511.1831.1913.379.075.031.15-
2023/81.669.7810.6811.526.194.621.25-
2023/71.524.9333.659.855.474.21.38-
2023/61.4416.7232.268.341.573.961.84-
2023/51.24-3.5-3.746.89-3.134.31.7-
2023/41.28-27.95-18.785.65-2.994.591.59-
2023/31.7816.84-3.054.372.864.371.89-
2023/21.5242.4934.722.597.374.521.83-
2023/11.07-44.67-16.711.07-16.715.41.53-
2022/121.93-19.5519.8318.454.396.21.32-
2022/112.428.8234.7616.522.845.681.45-
2022/101.8632.2117.7414.12-1.134.781.72-
2022/91.41-6.19-2.4612.25-3.494.051.95-
2022/81.532.57-2.5910.84-3.623.732.11-
2022/71.133.84-19.929.34-3.783.512.24-
2022/61.09-15.05-21.78.21-1.033.961.75-
2022/51.29-18.58-9.337.113.144.71.47-
2022/41.58-13.9952.365.836.374.551.52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
2022/31.8462.391.364.25-4.344.251.69-
2022/21.13-11.916.542.41-8.284.031.78-
2022/11.28-20.4-18.291.28-18.294.681.53-
2021/121.61-9.53-29.9317.68-0.374.981.42-
2021/111.7812.5620.8916.064.034.811.47-
2021/101.589.521.014.282.254.571.55-
2021/91.45-6.32-21.6212.72.414.411.71-
2021/81.548.984.2911.256.614.351.73-
2021/71.421.53-14.389.716.994.231.78-
2021/61.39-1.63-6.458.2911.753.852.11-
2021/51.4236.8113.286.916.344.271.9-
2021/41.04-42.7740.975.4817.163.912.07-
2021/31.8170.6867.224.4412.714.441.76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。
2021/21.06-32.45-25.732.63-7.934.931.58-
2021/11.57-31.739.851.579.855.351.46-
2020/122.356.1141.0517.7412.585.341.36-
2020/111.47-5.95-13.2115.449.294.891.49-
2020/101.57-15.01-3.7813.9712.364.891.49-
2020/91.8424.6435.6212.414.84.981.51-
2020/81.48-10.53-8.1710.5511.84.631.62-
2020/71.6510.947.059.0715.924.41.71-
2020/61.4919.125.877.4218.13.482.04-
2020/51.2570.2615.455.9321.633.072.32-
2020/40.74-32.12-28.864.6823.393.252.19-
2020/31.08-24.1911.023.9442.993.941.52-
2020/21.43-0.0983.412.8661.284.491.34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
2020/11.43-12.3543.941.4343.944.761.26-
2019/121.63-3.9548.3415.7630.350.0N/A-
2019/111.74.2619.9814.1328.550.0N/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)1020.0-0.160-0.08018.221.1110.57-40.250.09-98.62-0.8700.02-98.29-0.070-0.160
2022 (9)1020.01.18883.330.83260.8718.021.9217.6943.356.50348.286.66865.221.17350.01.511061.541.2900.0
2021 (8)1020.00.1200.23017.68-0.3412.34-14.131.4500.6900.2600.1300.120
2020 (7)1020.0-0.930-0.64017.7412.5614.3736.73-4.420-5.340-0.780-1.070-0.950
2019 (6)102-0.97-0.260-0.17015.7630.4610.5113.99-1.140-1.690-0.180-0.270-0.270
2018 (5)10311.96-0.960-1.03012.08-21.419.22-38.49-8.090-8.200-0.980-0.910-0.990
2017 (4)928.240.14-75.860.31-46.5515.37-0.5814.99-13.652.09-46.130.86-75.070.32-46.670.13-75.470.13-75.47
2016 (3)850.00.58100.00.58015.46-4.9817.36-0.43.8803.45121.150.600.53112.00.53112.0
2015 (2)850.00.29-48.21-0.36016.27-0.3717.4318.81-2.2501.56-47.47-0.3700.25-47.920.25-47.92
2014 (1)85-37.040.5600.29016.335.914.6701.8402.9700.300.4800.480

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