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)2860.00.352.49-3.49-7.432.7826.367.347.4750.035.5734.038.0-2.8349.301.54.5627.2311.741.9919.76-13.3-8.819.2720.7-0.867.12-3.52-7.0524.77-10.9-9.619.76-13.3-8.814.722.0025.32
24Q2 (19)2860.350.352.587.548.282.2024.2931.744.98107.576.631.511.453.6248.571.2910.1124.3716.632.0222.799.4153.367.6818.3436.97.388.0549.0927.804.5146.3922.799.4153.360.6612.871.48
24Q1 (18)2850.00.02.4018.23122.221.77-21.33108.242.40-68.13122.2231.06-0.1329.1547.952.3317.6420.90-10.49137.2320.8321.88106.446.49-10.61206.136.8318.37123.226.6025.41131.9120.8321.88106.44-5.66-3.15-17.23
23Q4 (17)2850.00.02.03-24.541094.122.25-13.13837.57.5336.66-0.431.1-11.1958.3546.86-0.6220.0623.35-12.552282.6517.09-21.142846.557.26-22.353721.055.77-24.671102.0821.21-22.5930400.017.09-21.142846.551.9915.0320.98
23Q3 (16)2850.00.02.6954.646.992.5955.0971.525.5195.39-25.4435.0215.1624.2347.156.891.3526.7044.6441.3421.6745.8325.049.3566.6775.427.6654.7546.7427.4044.2923.9321.6745.8325.0420.8057.8675.78
23Q2 (15)2850.00.01.7461.11-36.731.6796.47-42.812.82161.11-49.2830.4126.44-26.7144.118.22-7.2718.46109.53-31.614.8647.27-18.935.61164.62-49.914.9561.76-36.8618.9965.56-26.2214.8647.27-18.9324.45298.20175.32
23Q1 (14)2850.00.01.08535.29-61.570.85254.17-72.931.08-85.71-61.5724.0522.45-41.3340.764.43-13.78.81798.98-67.5510.091639.66-46.52.121015.79-80.953.06537.5-61.6511.4716485.71-53.610.091639.66-46.5-3.94222.2985.03
22Q4 (13)2850.0-1.380.17-90.71-96.270.24-84.11-93.557.562.3-57.1419.64-30.33-52.8139.03-16.1-20.990.98-94.81-96.40.58-96.65-98.150.19-96.44-98.320.48-90.8-96.36-0.07-100.32-100.210.58-96.65-98.15-31.20-62.08-66.20
22Q3 (12)2850.0-1.721.83-33.45-61.061.51-48.29-68.087.3932.91-43.1528.19-32.06-43.3446.52-2.21-8.8418.89-30.01-43.817.33-5.46-35.555.33-52.41-68.125.22-33.42-61.6722.11-14.1-34.5517.33-5.46-35.55-15.42-17.80-27.65
22Q2 (11)2850.0-2.062.75-2.14-39.292.92-7.01-36.85.5697.86-33.0141.491.22-17.6147.570.72-5.2626.99-0.59-18.5618.33-2.81-29.1211.20.63-32.897.84-1.75-40.6125.744.13-22.3118.33-2.81-29.12-0.15-20.26-11.30
22Q1 (10)285-1.38-2.062.81-38.38-25.463.14-15.59-7.372.81-84.07-25.4640.99-1.51-1.3747.23-4.39-1.527.15-0.29-5.318.86-39.86-27.611.13-1.77-6.557.98-39.55-27.4524.72-26.01-22.2918.86-39.86-27.6-8.93-20.68-18.47
21Q4 (9)289-0.34-0.694.56-2.9811.223.72-21.35-8.1517.6435.6958.3541.62-16.34-10.4449.40-3.195.1327.23-18.98-7.0331.3616.6222.511.33-32.24-16.7513.2-3.0810.5533.41-1.111.0331.3616.6222.5-8.780.39-9.49
21Q3 (8)290-0.34-0.344.703.7527.034.732.3822.2213.0056.6384.6649.75-1.215.6951.031.6312.0633.611.4215.4626.893.9818.6716.720.1822.0413.623.1826.1133.781.9618.4826.893.9818.679.9811.9619.33
21Q2 (7)2910.00.04.5320.1643.814.6236.2864.418.30120.16149.2550.3621.1742.350.214.715.5533.1415.5920.6825.86-0.732.516.6940.1371.7113.220.043.7933.134.158.0925.86-0.732.55.306.059.99
21Q1 (6)2910.00.03.77-8.051994.443.39-16.394.833.77-66.161994.4441.56-10.5788.447.952.041.4228.67-2.1223.126.051.761215.6611.91-12.49131.7111.0-7.871937.0431.815.72916.2926.051.761215.66-5.921.38-5.83
20Q4 (5)2910.00.04.1010.8121.664.054.6580.011.1458.2429.9946.47-1.2771.2946.993.180.3829.290.6226.9125.6012.97-29.0913.61-0.66117.4111.9410.5621.5930.095.54-15.4525.6012.97-29.09--0.00
20Q3 (4)2910.00.03.7017.460.03.8737.720.07.04111.410.047.0733.00.045.54-4.270.029.116.010.022.66-10.190.013.740.950.010.817.650.028.51-6.980.022.66-10.190.0--0.00
20Q2 (3)2910.00.03.151650.00.02.8161.490.03.331750.00.035.3960.430.047.570.610.027.4617.90.025.231174.240.09.7289.110.09.181600.00.030.65879.230.025.231174.240.0--0.00
20Q1 (2)2910.00.00.18-94.660.01.74-22.670.00.18-97.90.022.06-18.690.047.281.00.023.290.910.01.98-94.520.05.14-17.890.00.54-94.50.03.13-91.210.01.98-94.520.0--0.00
19Q4 (1)2910.00.03.370.00.02.250.00.08.570.00.027.130.00.046.810.00.023.080.00.036.100.00.06.260.00.09.820.00.035.590.00.036.100.00.0--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)
2024/119.81-9.52-8.94117.245.6131.79N/A-
2024/1010.84-2.780.73107.447.1733.88N/A-
2024/911.15-6.22-7.6496.67.9534.030.54-
2024/811.898.18-0.2785.4510.3833.170.55-
2024/710.996.72-0.3273.5612.3231.920.57-
2024/610.3-3.133.5962.5714.8831.510.63-
2024/510.630.47.2452.2817.432.390.61-
2024/410.59-5.230.2341.6520.3131.680.63-
2024/311.1712.6439.4631.0629.1331.060.64-
2024/29.92-0.525.6319.8923.9729.460.67-
2024/19.974.1322.379.9722.3730.310.65-
2023/129.57-11.1161.47120.59-7.4531.10.68主要原因是筆電庫存去化已經告一段落,客戶重啟拉貨以及急單增加
2023/1110.770.158.38111.01-10.7433.60.63主要原因是筆電庫存去化已經告一段落,客戶重啟拉貨以及急單增加
2023/1010.76-10.8855.61100.24-14.7434.750.61主要原因是筆電庫存去化已經告一段落,客戶重啟拉貨以及急單增加
2023/912.071.2634.2689.48-19.1335.020.68-
2023/811.928.1341.2877.41-23.8632.890.72-
2023/711.0310.922.4465.49-29.7530.880.77-
2023/69.940.26-31.3454.47-33.9530.410.93-
2023/59.91-6.15-31.3444.53-34.5128.491.0-
2023/410.5631.85-15.9734.61-35.3626.471.07-
2023/38.011.47-51.3224.05-41.3124.051.37消費性電子市場買氣薄弱,導致需求明顯減少
2023/27.89-3.08-29.3216.04-34.621.971.5-
2023/18.1537.41-39.028.15-39.0220.871.58-
2022/125.93-12.81-56.84130.3-28.919.641.9消費性電子市場買氣薄弱,導致需求明顯減少
2022/116.8-1.64-50.96124.38-26.6422.71.64消費性電子市場買氣薄弱,導致需求明顯減少
2022/106.91-23.11-50.66117.58-24.4724.341.53消費性電子市場買氣薄弱,導致需求明顯減少
2022/98.996.55-45.6110.66-21.8828.191.29-
2022/88.44-21.59-49.09101.67-18.7533.681.08-
2022/710.76-25.66-35.3193.23-14.1139.680.92-
2022/614.480.27-12.9382.47-10.2741.490.81-
2022/514.4414.85-13.0867.99-9.6943.460.78-
2022/412.57-23.61-26.5853.56-8.7340.20.84-
2022/316.4647.32-3.8740.99-1.3740.990.7-
2022/211.17-16.380.7424.530.3738.260.75-
2022/113.36-2.730.0613.360.0640.960.7-
2021/1213.74-0.94-18.45183.2821.3741.620.56-
2021/1113.87-1.04-9.42169.5426.3844.410.52-
2021/1014.01-15.22-2.12155.6830.9947.120.49-
2021/916.53-0.29-3.78141.6635.5249.750.41-
2021/816.58-0.368.81125.1443.2649.840.41-
2021/716.640.0613.5108.5650.5349.880.41居家辦公及授課市場需求增加
2021/616.630.130.3991.9259.9850.360.38居家辦公及授課市場需求增加
2021/516.61-2.9835.5975.2968.4250.850.38居家辦公及授課市場需求增加
2021/417.120.0164.7958.6880.8145.330.42居家辦公及授課市場需求增加
2021/317.1254.3976.2141.5688.3641.560.44居家辦公及授課市場需求增加
2021/211.09-16.94123.4924.4497.9341.280.44居家辦公及授課市場需求增加
2021/113.35-20.7380.7613.3580.7645.50.4居家辦公及授課市場需求增加
2020/1216.8410.0298.77151.059.1446.470.38居家辦公及授課市場需求增加
2020/1115.316.9374.84134.1555.2546.810.38居家辦公及授課市場需求增加
2020/1014.32-16.6644.61118.8453.0546.730.38居家辦公及授課市場需求增加
2020/917.1812.7669.49104.5354.2847.070.38居家辦公及授課市場需求增加
2020/815.233.9269.4287.3551.642.640.42居家辦公及授課市場需求增加
2020/714.6614.9483.2272.1148.3139.660.45因受疫情影響,居家辦公及授課市場需求增加
2020/612.754.0973.9657.4641.4335.390.53因受疫情影響,居家辦公及授課市場需求增加
2020/512.2517.962.9244.734.2732.360.58因受疫情影響,居家辦公及授課市場需求增加
2020/410.396.9449.1332.4525.9125.070.75-
2020/39.7295.8259.3222.0617.3122.060.7(1)市場需求:居家辦公及授課 (2)大陸復工率提升
2020/24.96-32.82-2.5112.35-2.8420.820.74-
2020/17.39-12.83-3.057.39-3.050.0N/A-
2019/128.47-3.2221.4194.889.670.0N/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)2850.07.460.277.36-5.76120.59-7.4545.04-1.9820.19-5.5216.465.4524.34-12.5724.73-8.5121.44-0.37
2022 (9)285-1.387.44-57.097.81-52.52130.3-28.9145.95-7.6221.37-30.8615.61-43.0927.84-50.8627.03-55.421.52-57.82
2021 (8)289-0.6917.3458.0716.4531.81183.2821.3849.746.4630.9110.6727.4329.6956.6534.3460.6155.6551.0257.18
2020 (7)2910.010.9729.9812.48101.62151.059.1546.720.4327.9327.321.15-18.5942.17102.6438.9438.5832.4630.0
2019 (6)291-22.48.44104.856.1924.5594.889.6846.522.1121.949.725.9846.7820.8120.2928.150.2724.9760.06
2018 (5)375-9.864.1261.574.9722.4186.5115.345.562.1320.0011.1717.7028.6317.328.1518.748.1815.645.25
2017 (4)4160.02.5563.464.0670.5975.0314.3944.618.1217.9956.8413.7655.6613.579.5212.6274.0710.7464.47
2016 (3)4160.01.56-20.02.38-10.5365.59-0.741.26-3.2111.47-10.748.84-21.07.52-11.437.25-20.56.53-20.85
2015 (2)4160.971.95-45.222.66-38.5766.05-14.0642.63-6.9612.85-31.111.19-38.798.49-40.799.12-45.978.25-44.71
2014 (1)4121.483.56-4.814.33-16.7376.86-1.445.82018.65018.28014.34-13.6716.88-1.8614.92-3.49

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