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)89-3.26-2.20.09127.27107.50.07115.56105.11-0.6811.6965.663.2318.3280.4527.5989.23240.982.54114.61103.052.47121.96104.040.08117.02105.370.08125.81107.273.09121.96104.042.47121.96104.041.2976.1372.62
24Q2 (19)920.01.1-0.3325.026.67-0.4529.6925.0-0.77-75.01.282.73-15.747.9114.58137.07-1.88-17.3815.5138.28-11.258.9130.38-0.4729.8533.8-0.3122.524.39-14.078.8739.41-11.258.9130.38-3.33-2.21-80.61
24Q1 (18)921.11.1-0.44-29.41-33.33-0.64-190.91-82.86-0.4480.95-33.333.249.09-0.926.15-76.8-64.61-20.57-118.13-119.53-12.35-18.75-33.95-0.67-139.29-116.13-0.4-29.03-33.33-15.44-18.77-67.46-12.35-18.75-33.9537.5121.13-53.48
23Q4 (17)910.00.0-0.3471.67-126.36-0.2283.94-115.07-2.31-16.67-163.992.9765.92-55.6126.51235.46-28.56-9.4388.68-146.96-10.4083.01-159.26-0.2881.21-120.9-0.3171.82-126.5-13.0083.01-171.78-10.4083.01-159.2618.34-47.50-22.20
23Q3 (16)910.00.0-1.20-166.67-206.19-1.37-128.33-267.07-1.98-153.85-184.981.79-29.25-72.92-19.57-231.7-163.85-83.30-195.81-666.67-61.21-278.77-492.88-1.49-109.86-253.61-1.1-168.29-206.8-76.52-229.54-497.71-61.21-278.77-492.88-25.94-101.51-99.88
23Q2 (15)910.00.0-0.45-36.36-145.92-0.60-71.43-170.59-0.78-136.36-165.02.53-22.63-57.914.86-14.5-54.38-28.16-200.53-284.29-16.16-75.27-208.46-0.71-129.03-177.17-0.41-36.67-145.56-23.22-151.84-232.23-16.16-75.27-208.46-36.88-80.97-97.70
23Q1 (14)910.00.0-0.33-125.58-250.0-0.35-123.97-600.0-0.33-109.14-250.03.27-51.12-27.4917.38-53.17-30.51-9.37-146.66-490.42-9.22-152.54-310.5-0.31-123.13-381.82-0.3-125.64-250.0-9.22-150.91-268.56-9.22-152.54-310.5-24.95-55.71-22.96
22Q4 (13)910.00.01.2914.161512.51.4678.051725.03.6154.94-2.76.691.2192.837.1121.0857.7120.0836.62181.8217.5512.64786.361.3438.144366.671.1713.591571.4318.11-5.872030.5917.5512.64786.365.6014.7337.26
22Q3 (12)910.00.01.1315.31222.860.82-3.53192.862.3394.17-35.996.619.9873.0430.65-5.89-6.4414.70-3.873.3515.584.5687.030.975.43203.121.0314.44221.8819.249.5784.8215.584.5687.0321.62180.38555.38
22Q2 (11)910.00.00.98345.45-15.520.851114.29-34.111.20445.45-63.536.0133.2611.332.5730.23-25.8415.28536.67-42.2114.90240.18-23.430.92736.36-35.660.9350.0-14.2917.56221.02-28.7314.90240.18-23.4331.61260.23550.89
22Q1 (10)910.00.00.22175.0-89.670.07-12.5-96.650.22-94.07-89.674.5129.97-25.3325.016.29-53.462.40172.73-93.84.38121.21-86.350.11266.67-95.30.2185.71-89.695.47543.53-86.364.38121.21-86.3510.4048.93-41.97
21Q4 (9)910.00.00.08-77.14-96.810.08-71.43-97.03.711.92-42.923.47-9.16-49.4223.53-28.17-56.870.88-89.62-97.761.98-76.23-94.030.03-90.62-98.880.07-78.12-96.930.85-91.83-97.751.98-76.23-94.03-19.21-73.48-74.86
21Q3 (8)910.00.00.35-69.83-81.960.28-78.29-84.783.6410.64-9.03.82-29.26-36.6532.76-25.41-37.198.48-67.93-75.478.33-57.19-71.530.32-77.62-84.620.32-69.52-81.8210.41-57.75-71.548.33-57.19-71.53-19.93-57.69-58.29
21Q2 (7)910.00.01.16-45.5418.371.29-38.2824.043.2954.4659.715.4-10.61.3143.92-18.27-6.3326.44-31.7121.7319.46-39.3416.951.43-38.8923.281.05-45.8817.9824.64-38.5517.6719.46-39.3416.95-11.27-30.34-30.00
21Q1 (6)910.00.02.13-15.1497.222.09-21.72106.932.13-67.2397.226.04-11.9524.0253.74-1.515.9438.72-1.3864.5632.08-3.3259.522.34-13.01103.481.94-14.9197.9640.106.259.5732.08-3.3259.520.917.1211.70
20Q4 (5)910.00.02.5129.38114.532.6745.11108.596.5062.530.786.8613.7632.1854.564.618.4839.2613.5775.5833.1813.462.892.6929.33131.92.2829.55115.0937.763.2381.3633.1813.462.89--0.00
20Q3 (4)910.00.01.9497.960.01.8476.920.04.0094.170.06.0313.130.052.1611.240.034.5759.160.029.2675.840.02.0879.310.01.7697.750.036.5874.690.029.2675.840.0--0.00
20Q2 (3)910.00.00.98-9.260.01.042.970.02.0690.740.05.339.450.046.891.170.021.72-7.690.016.64-17.260.01.160.870.00.89-9.180.020.94-16.670.016.64-17.260.0--0.00
20Q1 (2)910.00.01.08-7.690.01.01-21.090.01.08-78.270.04.87-6.170.046.350.650.023.535.230.020.11-1.280.01.15-0.860.00.98-7.550.025.1320.70.020.11-1.280.0--0.00
19Q4 (1)910.00.01.170.00.01.280.00.04.970.00.05.190.00.046.050.00.022.360.00.020.370.00.01.160.00.01.060.00.020.820.00.020.370.00.0--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)
2024/110.85-25.71-19.2711.1918.373.1N/A-
2024/101.153.741.7810.3423.13.32N/A-
2024/91.12.9876.19.221.113.230.94出貨量較同期增加
2024/81.071.9376.898.0916.163.140.97出貨量較同期增加
2024/71.053.6489.137.0210.362.751.1出貨量較同期增加
2024/61.0247.861.065.972.812.731.07-
2024/50.69-32.8913.774.953.182.811.04-
2024/41.02-7.2311.294.261.653.130.93-
2024/31.19.77-15.343.24-1.053.240.9-
2024/21.0-11.195.852.148.393.240.9-
2024/11.132.4310.751.1310.753.290.89-
2023/121.14.76-44.8310.56-55.642.971.2出貨量較同期減少
2023/111.0530.47-55.529.46-56.632.491.43出貨量較同期減少
2023/100.8128.8-65.038.4-56.772.041.75出貨量較同期減少
2023/90.633.45-72.177.59-55.651.791.87出貨量較同期減少
2023/80.618.98-72.456.97-53.152.171.55出貨量較同期減少
2023/70.56-44.62-74.166.36-49.792.171.55出貨量較同期減少
2023/61.066.46-52.615.8-44.82.531.38出貨量較同期減少
2023/50.6-34.35-70.274.8-42.832.831.23出貨量較同期減少
2023/40.92-29.43-50.444.19-34.073.171.1出貨量較同期減少
2023/31.337.27-23.483.27-27.323.271.11-
2023/20.95-7.08-36.761.97-29.663.970.91-
2023/11.02-48.98-21.461.02-21.465.40.67-
2022/122.0-15.5372.4223.8127.136.690.56磊晶片銷售成長
2022/112.372.55114.721.8124.146.940.54磊晶片銷售成長
2022/102.312.5192.5219.4418.066.770.56磊晶片銷售成長
2022/92.252.42124.917.1212.26.610.53磊晶片銷售成長
2022/82.22.2146.6414.874.286.480.54-
2022/72.151.5563.5712.67-0.76.310.56磊晶片銷售成長
2022/62.124.4246.2510.51-8.16.010.56-
2022/52.039.454.428.39-15.995.590.6-
2022/41.868.94-7.446.36-20.935.060.66-
2022/31.713.44-23.654.51-25.44.510.73-
2022/21.515.4-24.322.8-26.423.960.84-
2022/11.312.01-28.711.3-28.713.570.93-
2021/121.165.18-50.9218.73-18.893.470.83客戶訂單較同期減少
2021/111.1-8.04-53.0117.57-15.243.310.87客戶訂單較同期減少
2021/101.219.76-44.0416.46-10.413.70.78-
2021/91.0-33.21-52.3415.26-5.963.820.7客戶訂單較同期減少
2021/81.514.01-21.6614.260.944.270.62-
2021/71.32-9.19-34.3712.764.494.710.56-
2021/61.45-25.44-22.0311.4412.135.40.45-
2021/51.94-2.999.899.9919.756.180.4-
2021/42.0-10.1317.958.0422.416.220.39-
2021/32.2312.4411.46.0423.976.040.35-
2021/21.988.729.913.8132.736.180.35-
2021/11.82-22.8871.441.8271.446.540.33磊晶片銷售成長
2020/122.370.6930.6423.098.086.860.3-
2020/112.359.5236.9720.726.06.60.32-
2020/102.151.9928.6718.373.026.170.34-
2020/92.19.7614.0816.230.376.030.32-
2020/81.92-4.47-7.0914.12-1.395.780.33-
2020/72.017.87-4.6312.21-0.435.640.34-
2020/61.865.09-9.9210.20.435.330.39-
2020/51.774.12-11.528.343.085.470.38-
2020/41.7-15.124.136.577.885.510.37-
2020/32.010.93112.264.879.254.870.48磊晶片銷售成長
2020/21.8169.5835.242.87-18.384.680.5-
2020/11.06-41.23-51.21.06-51.20.0N/A1月營收減少係因對部份中國地區客戶的出貨延遲到2月。延遲原因為中國地區延長春節假期所致。
2019/121.815.57-16.1921.36-9.560.0N/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)910.0-2.310-2.55010.56-55.6513.08-58.97-26.420-20.030-2.790-2.640-2.120
2022 (9)910.03.59-2.713.21-13.9423.8127.1231.88-22.314.03-36.2313.84-23.23.34-18.933.78-9.573.3-2.37
2021 (8)910.03.69-43.063.73-43.3118.73-18.8841.03-18.6422.00-28.2718.02-29.554.12-41.814.18-41.463.38-42.81
2020 (7)910.06.4831.176.5831.623.098.150.434.8730.6722.6825.5821.47.0832.587.1432.475.9131.33
2019 (6)911.114.94-35.515.00-32.6121.36-9.5748.09-10.9625.00-29.8921.07-28.585.34-36.585.39-38.754.5-35.44
2018 (5)900.07.665.957.420.4123.6215.8454.01-0.1835.66-8.3829.50-8.278.426.058.811.256.976.25
2017 (4)90-1.17.23-24.617.39-24.0520.39-3.3654.11-9.2738.92-21.6732.16-22.497.94-24.247.91-25.246.56-25.03
2016 (3)9137.889.59-35.299.73-10.2421.14.0459.64-9.5149.69-13.8141.49-14.9310.48-10.3510.58-11.328.75-11.53
2015 (2)6620.014.8238.3810.8466.020.2855.1665.917.6357.656.548.773.8511.6965.1111.9361.09.8961.07
2014 (1)5522.2210.7184.026.53119.8713.0782.861.24054.13046.9607.08117.187.41123.196.14127.41

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