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)1624.525.191.335.565.561.123.72.753.8951.9514.0849.5214.3930.5912.29-5.4611.935.81-10.89-8.365.14-7.05-1.152.882.1320.02.1610.7711.346.50-7.01-4.415.14-7.05-1.1511.241.61-0.36
24Q2 (19)1550.01.311.26-2.3328.571.08-4.4225.582.5698.4519.0743.298.0936.5213.000.397.716.521.427.845.53-0.5414.492.829.374.071.95-2.529.146.991.927.325.53-0.5414.4915.917.4713.49
24Q1 (18)1550.651.311.2917.2710.261.1331.410.781.29-71.3310.2640.0523.737.6612.95-3.1417.196.4315.6514.215.564.3216.322.5843.3323.442.019.0511.736.866.1914.915.564.3216.324.542.295.15
23Q4 (17)1540.01.321.10-12.723.60.86-21.114.674.5031.9611.6632.37-14.6410.1813.3721.771.365.56-12.30.185.332.516.121.8-25.010.431.68-13.423.536.46-5.07.315.332.516.122.477.942.82
23Q3 (16)1540.650.651.2628.570.81.0926.749.03.4158.68.637.9219.580.9910.98-9.038.186.3424.3120.35.207.662.972.448.1521.211.9428.482.116.8023.8613.145.207.662.972.416.175.52
23Q2 (15)1530.00.660.98-16.246.520.86-15.696.172.1583.7613.7631.71-14.766.8412.079.23-0.495.10-9.41-9.734.831.051.261.62-22.49-3.571.51-15.647.865.49-8.04-7.734.831.051.265.937.6110.16
23Q1 (14)1530.660.661.1731.4620.621.0236.013.331.17-70.9720.6237.226.6221.0511.05-16.22-5.475.631.44-4.414.784.140.422.0928.2215.471.7931.6221.775.97-0.830.04.784.140.422.431.335.50
22Q4 (13)152-0.6519.690.89-28.8-10.10.75-25.0-2.64.0328.34-4.9529.38-21.76-3.2913.1929.958.035.555.317.144.59-9.1111.411.63-17.683.821.36-28.428.86.020.1715.774.59-9.1111.412.383.53-0.77
22Q3 (12)1530.6621.431.2535.87-11.971.0023.460.03.1466.14-4.2737.5526.52-12.110.15-16.3220.45.27-6.7310.955.055.8720.531.9817.86-2.461.935.715.566.011.0116.025.055.8720.5311.5515.366.73
22Q2 (11)1520.020.630.92-5.15-1.080.81-10.028.571.8994.852.1629.68-3.4211.0812.133.7613.95.65-4.0713.04.770.219.41.68-7.1825.371.4-4.7619.665.95-0.347.214.770.219.4-1.14-3.583.44
22Q1 (10)15219.6921.60.97-2.025.430.9016.8842.860.97-77.125.4330.731.156.1511.69-4.2621.015.8913.7129.174.7615.5319.61.8115.2937.121.4717.626.725.9714.8118.694.7615.5319.6-13.87-16.15-3.06
21Q4 (9)1270.792.420.99-30.2833.780.77-23.075.04.2429.2719.4430.38-28.8935.8712.2144.8410.25.189.0520.754.12-1.670.01.57-22.6663.541.25-30.5635.875.200.390.584.12-1.670.015.5011.2017.86
21Q3 (8)1260.00.81.4252.6954.351.0058.7366.673.2877.316.3142.7259.8873.178.43-20.85-20.024.75-5.0-5.384.19-3.9-9.892.0351.4963.711.853.8556.525.18-6.67-9.64.19-3.9-9.8926.0926.8929.36
21Q2 (7)1260.81.610.931.09-19.130.630.0-21.251.85101.09-2.1226.72-7.72.7710.6510.25-8.515.009.65-22.484.369.55-20.151.341.52-20.241.170.86-17.615.5510.34-20.034.369.55-20.1510.8812.7121.59
21Q1 (6)1250.810.810.9224.3222.670.6343.188.620.92-74.0822.6728.9529.4714.349.66-12.823.654.566.29-1.33.98-3.49.941.3237.512.821.1626.0924.735.03-2.719.353.98-3.49.9410.052.388.25
20Q4 (5)124-0.80.810.74-19.57-20.430.44-26.67-32.313.5525.8924.5622.36-9.36-8.1711.085.123.364.29-14.54-22.984.12-11.4-11.590.96-22.58-29.410.92-20.0-19.35.17-9.77-12.964.12-11.4-11.59--0.00
20Q3 (4)1250.810.00.92-20.00.00.60-25.00.02.8249.210.024.67-5.120.010.54-9.450.05.02-22.170.04.65-14.840.01.24-26.190.01.15-19.010.05.73-17.440.04.65-14.840.0--0.00
20Q2 (3)1240.00.01.1553.330.00.8037.930.01.89152.00.026.02.690.011.6424.890.06.4539.610.05.4650.830.01.6843.590.01.4252.690.06.9450.870.05.4650.830.0--0.00
20Q1 (2)1240.810.00.75-19.350.00.58-10.770.00.75-73.680.025.323.980.09.32-13.060.04.62-17.060.03.62-22.320.01.17-13.970.00.93-18.420.04.60-22.560.03.62-22.320.0--0.00
19Q4 (1)1230.00.00.930.00.00.650.00.02.850.00.024.350.00.010.720.00.05.570.00.04.660.00.01.360.00.01.140.00.05.940.00.04.660.00.0--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)
2024/1016.95-5.5642.91149.8126.2152.0N/A-
2024/917.954.9635.81132.8624.3549.520.23-
2024/817.118.1320.69114.9122.7447.510.23-
2024/714.47-9.1837.3397.8123.146.690.24-
2024/615.94-2.1249.4183.3420.9343.290.27-
2024/516.2847.1461.1367.415.7141.830.28本月營收成長主要來自大數據應用與雲平台應用產品有大型專案挹注。
2024/411.07-23.561.1451.126.1837.870.31-
2024/314.4817.4926.1340.057.6640.050.27-
2024/212.32-7.02-7.7225.57-0.5735.320.3-
2024/113.2536.047.1313.257.1333.770.32-
2023/129.74-9.610.14139.229.3232.380.39-
2023/1110.78-9.137.78129.4710.0835.850.36-
2023/1011.86-10.2422.86118.710.2939.240.32-
2023/913.21-6.7212.05106.839.0537.920.27-
2023/814.1734.43-12.7393.628.6435.370.29-
2023/710.54-1.1910.6379.4513.631.310.33-
2023/610.675.54-0.6868.9114.0731.710.5-
2023/510.11-7.634.5258.2517.2732.520.49-
2023/410.94-4.6718.048.1420.3535.770.44-
2023/311.48-14.043.2637.221.0637.20.33-
2023/213.357.9325.9625.7231.1435.450.35-
2023/112.3727.1637.2212.3737.2232.10.39-
2022/129.73-2.711.72127.34-1.1129.380.67-
2022/1110.03.586.16117.62-1.3431.450.62-
2022/109.65-18.14-15.31107.62-1.9837.680.52-
2022/911.79-27.35-26.5797.96-0.4437.550.37-
2022/816.2370.43-6.7186.174.6536.50.38-
2022/79.53-11.32.969.947.729.930.46-
2022/610.7411.0818.5860.418.4929.680.53-
2022/59.674.2714.1249.676.5330.050.53-
2022/49.27-16.580.8440.04.8530.990.51-
2022/311.114.85-1.3430.736.1230.730.44-
2022/210.617.5837.419.6110.8929.180.46-
2022/19.01-5.73-9.619.01-9.6128.00.48-
2021/129.561.5228.14128.7830.9530.380.54-
2021/119.42-17.3739.28119.2231.1836.880.45-
2021/1011.4-29.0340.16109.830.5344.870.37-
2021/916.06-7.7104.1598.429.4942.720.38110年9月營收成長主要來自IT基礎架構系列產品有大型專案挹注。
2021/817.488.01106.0682.3420.8735.720.46110年8月營收成長主要來自IT基礎架構系列產品有大型專案挹注。
2021/79.262.2110.7764.938.8126.780.61-
2021/69.066.9-4.4555.688.4926.720.54-
2021/58.47-7.85-8.3646.6211.4328.930.5-
2021/49.19-18.3926.3938.1517.0428.170.51-
2021/311.2746.0423.8128.9514.3628.950.36-
2021/27.71-22.65-6.2617.699.0625.150.41-
2021/19.9733.6524.849.9724.8424.20.43-
2020/127.4610.35-6.5498.3410.322.360.56-
2020/116.76-16.855.9690.8811.9622.760.55-
2020/108.133.36-18.4984.1212.4824.450.51-
2020/97.87-6.84-0.9675.9917.2524.670.37-
2020/88.451.0712.5268.1219.7926.280.35-
2020/78.36-11.83-0.2659.6720.927.080.34-
2020/69.482.5147.851.3225.2226.00.36-
2020/59.2527.0947.9941.8421.0425.620.36-
2020/47.27-20.05-0.9532.5915.0924.60.38-
2020/39.110.5612.1525.3220.7125.320.45-
2020/28.233.0150.7216.2226.1124.20.47去年同期 2 月遇春節假期,本年度2月營運天數正常故帶動營收成長。
2020/17.990.047.947.997.9422.360.51-
2019/127.9925.1332.5389.1534.110.0N/A-
2019/116.38-36.059.9581.1734.270.0N/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)1541.324.4612.633.8310.69139.219.3211.800.945.681.975.044.787.9111.418.6313.116.9212.7
2022 (9)15219.693.96-4.123.4614.57127.34-1.1211.6916.25.5714.614.8115.627.113.427.6313.376.1414.34
2021 (8)1272.424.1320.063.0224.28128.7830.9510.06-5.454.86-5.264.16-7.146.2623.966.7321.485.3721.49
2020 (7)1240.813.4424.192.4327.8998.3410.3110.645.875.1314.514.4814.295.0526.255.5425.064.4225.93
2019 (6)1230.02.7736.451.9040.7489.1534.1210.05-2.054.486.163.923.434.042.354.4340.633.5138.74
2018 (5)1230.822.0328.481.3517.3966.4711.3810.264.064.227.383.7915.92.8119.573.1528.572.5329.08
2017 (4)1220.831.58-13.191.15-13.5359.680.619.861.023.93-9.663.27-13.952.35-8.912.45-7.891.96-12.5
2016 (3)1219.011.8222.151.3329.1359.329.779.76-2.24.3513.583.8013.12.5824.642.6619.282.2422.4
2015 (2)11116.841.4939.251.0351.4754.048.719.9813.543.8343.453.3650.02.0756.822.2365.191.8363.39
2014 (1)950.01.0722.990.6858.1449.7115.428.7902.6702.2401.3255.291.3537.761.1236.59

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