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)137-0.72-0.72-0.32-233.33-455.56-0.18-260.010.00.03-91.43102.639.215.0222.810.16-19.940.4-2.13-213.2453.9-4.29-210.85-508.57-0.2-233.3342.86-0.44-233.33-466.67-4.15-207.79-653.33-4.29-210.85-508.578.80-57.58-96.66
24Q2 (19)1380.00.00.24118.18161.54-0.0566.6787.80.35218.18128.698.7712.5847.1512.690.7933.44-0.6867.1592.333.87117.42139.41-0.0662.588.680.33120.0162.263.8559.75146.163.87117.42139.416.62121.8820.84
24Q1 (18)1380.00.00.11125.58113.1-0.15-25.082.560.11107.01113.17.790.6545.6112.592.611530.68-2.07-122.5890.941.78121.89107.93-0.16-128.5786.890.15125.42113.042.41138.01110.841.78121.89107.931.93-226.107.50
23Q4 (17)1380.00.0-0.43-577.7818.87-0.1240.061.29-1.57-37.72-641.387.743.226.4712.2721.25501.47-0.9379.8793.24-8.13-874.2938.55-0.0780.091.67-0.59-591.6719.18-6.34-945.3366.33-8.13-874.2938.5514.52-227.3545.61
23Q3 (16)1380.00.00.09123.080.0-0.2051.2239.39-1.146.56-239.027.525.849.3310.126.41-1.65-4.6247.9115.691.05110.69-12.5-0.3533.967.890.12122.64-7.690.75108.99-75.171.05110.69-12.518.6288.3351.77
23Q2 (15)1380.00.0-0.3953.57-172.22-0.4152.33-720.0-1.22-45.24-267.125.9611.4-37.729.511180.68-43.12-8.8761.18-482.33-9.8256.28-233.42-0.5356.56-340.91-0.5353.91-171.62-8.3462.5-177.15-9.8256.28-233.42-0.59-2.46-62.54
23Q1 (14)1380.00.0-0.84-58.49-542.11-0.86-177.42-2050.0-0.84-389.66-542.115.35-12.58-44.73-0.88-143.14-106.47-22.85-66.18-6820.59-22.46-69.77-1047.68-1.22-45.24-4166.67-1.15-57.53-542.31-22.24-18.11-717.78-22.46-69.77-1047.68-11.68-373.69-85.68
22Q4 (13)1380.00.0-0.53-688.89-212.77-0.316.06-153.450.29-64.63-78.686.12-10.79-51.312.04-80.17-89.61-13.75-150.91-269.54-13.23-1202.5-362.5-0.84-121.05-182.35-0.73-661.54-212.31-18.83-723.51-372.11-13.23-1202.5-362.5-19.55-386.11-276.97
22Q3 (12)1380.00.00.09-83.33-85.48-0.33-560.0-237.50.8212.33-7.876.86-28.32-35.3410.29-38.46-33.53-5.48-336.21-231.731.20-83.7-84.64-0.38-272.73-186.360.13-82.43-84.883.02-72.06-66.851.20-83.7-84.64-14.7350.44-292.50
22Q2 (11)1380.00.00.54184.2180.0-0.05-25.0-121.740.73284.21180.779.57-1.14-1.3416.7222.853.792.32582.35-46.057.36210.5575.660.22633.33-47.620.74184.6280.4910.81200.28104.737.36210.5575.66-12.0662.32-65.95
22Q1 (10)1380.00.00.19-59.57575.0-0.04-106.960.00.19-86.03575.09.68-22.9911.1413.61-30.70.520.34-95.81156.672.37-52.98488.520.03-97.06160.00.26-60.0620.03.60-47.98634.692.37-52.98488.52-2.26-41.8817.38
21Q4 (9)1380.00.00.47-24.19197.920.58141.67307.141.3652.81173.5112.5718.4730.6719.6426.87171.658.1194.95262.25.04-35.47157.61.02131.82312.50.65-24.42198.486.92-24.04188.725.04-35.47157.613.9341.2473.01
21Q3 (8)1380.00.00.62106.67229.170.244.35152.170.89242.31165.4410.619.3819.8915.48-3.9147.294.16-3.26174.027.8186.4201.830.444.76188.00.86109.76228.369.1172.54250.587.8186.4201.8310.38478.33167.18
21Q2 (7)1380.00.00.30850.0178.950.23330.0138.330.26750.0129.559.711.376.7116.1118.98201.124.30816.67145.174.19786.89173.90.42940.0148.280.41920.0178.855.28977.55185.444.19786.89173.90.95470.83197.15
21Q1 (6)1380.00.0-0.0491.6792.0-0.1064.2984.13-0.0497.8492.08.71-9.46-23.1913.5487.28219.34-0.6088.092.8-0.6193.0391.15-0.0589.5894.68-0.0592.4292.750.49106.28107.2-0.6193.0391.15-0.3845.8451.71
20Q4 (5)1380.00.0-0.480.02.04-0.2839.13-2700.0-1.85-36.0330.459.628.7-31.387.23-31.217.91-5.0011.03-1.63-8.75-14.08-31.18-0.484.030.43-0.661.491.49-7.80-28.9318.15-8.75-14.08-31.18--0.00
20Q3 (4)1380.00.0-0.48-26.320.0-0.4623.330.0-1.36-54.550.08.85-2.640.010.5196.450.0-5.6240.970.0-7.67-35.270.0-0.542.530.0-0.67-28.850.0-6.052.10.0-7.67-35.270.0--0.00
20Q2 (3)1380.00.0-0.3824.00.0-0.604.760.0-0.88-76.00.09.09-19.840.05.3526.180.0-9.52-14.290.0-5.6717.710.0-0.877.450.0-0.5224.640.0-6.189.250.0-5.6717.710.0--0.00
20Q1 (2)1380.00.0-0.50-2.040.0-0.63-6200.00.0-0.5081.20.011.34-19.120.04.24-36.720.0-8.33-69.310.0-6.89-3.30.0-0.94-36.230.0-0.69-2.990.0-6.8128.540.0-6.89-3.30.0--0.00
19Q4 (1)1380.00.0-0.490.00.0-0.010.00.0-2.660.00.014.020.00.06.700.00.0-4.920.00.0-6.670.00.0-0.690.00.0-0.670.00.0-9.530.00.0-6.670.00.0--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)
2024/112.9812.4314.0831.430.538.89N/A-
2024/102.65-18.750.7428.4232.538.99N/A-
2024/93.265.7325.325.7736.979.210.88-
2024/83.087.3523.822.5138.859.140.89-
2024/72.87-9.9519.0819.4341.588.740.93-
2024/63.1918.9148.0616.5646.378.770.88-
2024/52.68-7.443.9813.3745.988.590.89-
2024/42.9-3.8148.7710.6946.498.30.93-
2024/33.0126.170.437.7945.667.791.02主係部分高階硬碟機種已進入量產出貨致營收與去年同期相比增加。
2024/22.39-0.132.644.7833.437.281.09-
2024/12.39-4.5534.242.3934.247.51.06-
2023/122.5-4.0433.8126.56-17.67.741.04-
2023/112.61-0.7146.3524.05-20.777.841.03-
2023/102.631.056.6121.44-24.967.721.04-
2023/92.64.4624.118.81-27.957.51.13-
2023/82.493.27-0.0416.21-32.497.051.2-
2023/72.4111.946.113.72-36.246.431.32-
2023/62.1515.64-31.7511.31-41.245.961.7-
2023/51.86-4.32-41.589.16-43.115.581.82-
2023/41.9510.18-39.727.29-43.485.511.84-
2023/31.77-1.85-53.15.35-44.745.352.12主係全球消費性電子市場終端需求趨緩,客戶去化內部庫存影響,致使營收較去年同期衰退。
2023/21.81.1-36.13.58-39.415.452.08-
2023/11.78-4.86-42.431.78-42.435.442.09-
2022/121.874.94-54.8432.23-22.496.122.12疫情影響下市場需求疲弱,客戶去化內部庫存影響營收較去年同期衰退。
2022/111.78-27.67-56.5730.36-18.916.342.04疫情影響下市場需求疲弱,客戶去化內部庫存影響營收較去年同期衰退。
2022/102.4717.63-42.8428.58-14.287.051.84-
2022/92.1-15.86-44.6726.11-10.036.862.15-
2022/82.499.62-31.3724.01-4.837.921.87-
2022/72.27-27.99-28.8721.52-0.378.621.72-
2022/63.16-1.01-16.5319.254.579.571.51-
2022/53.19-1.28-0.2216.110.0210.191.42-
2022/43.23-14.2618.4112.9112.899.811.47-
2022/33.7733.7118.959.6811.169.681.39-
2022/22.82-8.9125.235.916.7110.051.34-
2022/13.09-25.37-5.953.09-5.9511.341.19-
2021/124.140.9232.841.596.9212.570.89-
2021/114.11-4.8123.3437.444.6612.210.92-
2021/104.3113.8736.233.342.7411.730.96-
2021/93.794.3716.429.02-0.8610.611.03-
2021/83.6313.6224.7525.23-3.0210.611.03-
2021/73.19-15.518.921.6-6.5210.171.08-
2021/63.7818.32-2.9518.41-9.879.70.97-
2021/53.217.166.2214.63-11.59.091.04-
2021/42.73-13.8724.911.43-15.448.141.16-
2021/33.1740.76-22.858.71-23.218.710.83-
2021/22.25-31.59-35.335.54-23.428.660.83-
2021/13.295.38-12.383.29-12.389.740.74-
2020/123.12-6.26-28.9438.9-28.039.620.7-
2020/113.335.1-34.3935.77-27.959.750.69-
2020/103.17-2.68-30.432.44-27.229.330.72-
2020/93.2511.85-25.1229.28-26.858.850.94-
2020/82.918.3-37.826.02-27.079.490.88-
2020/72.69-31.04-41.7923.11-25.459.590.87-
2020/63.929.5317.4720.43-22.599.091.05-
2020/53.0137.75-23.0616.53-28.359.31.02-
2020/42.18-46.8-54.7313.52-29.439.770.97由於馬來西亞受到COVID-19影響宣布封城,該期間馬來西亞廠無法正常進行生產和出貨,導致營收較去年同期衰退。
2020/34.117.98-10.4811.34-20.9111.340.83-
2020/23.48-7.31-19.697.23-25.8211.630.81-
2020/13.75-14.53-30.713.75-30.710.0N/A-
2019/124.39-13.45-15.9454.05-20.350.0N/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)1380.0-1.570-1.61026.56-17.598.39-27.86-8.170-8.800-2.170-2.120-2.160
2022 (9)1380.00.29-78.52-0.73032.23-22.5111.63-29.43-2.9800.64-85.32-0.9600.44-81.590.4-78.61
2021 (8)1380.01.3500.96041.596.9216.48147.084.3904.3601.8302.3901.870
2020 (7)1380.0-1.850-1.98038.9-28.036.67155.56-7.170-7.240-2.790-2.620-2.540
2019 (6)1380.0-2.660-2.15054.05-20.352.61-42.51-9.130-8.730-4.930-5.660-3.670
2018 (5)138-13.21-2.390-2.76067.86-11.474.54-43.46-5.740-5.480-3.90-3.410-3.290
2017 (4)159-8.620.34-72.13-0.15076.65-8.378.03-33.8-0.9800.55-80.22-0.750000.54-74.77
2016 (3)1740.01.22-71.631.08-47.8383.652.4512.13-32.983.56-59.962.78-71.692.98-58.953.64-69.622.14-71.66
2015 (2)1740.04.303.612.07-39.381.6513.5118.10-10.538.89-14.119.82-8.997.26-2.5511.9819.447.554.14
2014 (1)1741.164.1540.23.4155.071.939.3720.23010.35010.7907.4544.9410.0337.967.2540.5

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