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)570.014.0-0.5921.3356.62-0.6320.2547.93-2.45-31.7215.520.633.2812.518.8733.36278.36-56.8521.6453.9-53.4323.5555.83-0.3618.1847.83-0.3420.9350.0-53.4323.5555.83-53.4323.5555.8324.2626.8825.48
24Q2 (19)570.014.0-0.7532.4331.82-0.7930.719.39-1.86-67.57-20.780.6145.24-19.7414.15141.98260.05-72.5552.810.58-69.8953.463.31-0.4432.3120.0-0.4331.7521.82-69.8953.463.31-69.8953.463.3111.5128.9612.08
24Q1 (18)5711.76-24.0-1.1125.5-282.76-1.14-6.54-208.11-1.1174.42-282.760.42-22.22-52.81-33.71-1.2-182.76-153.73-33.57-557.81-150.16-8.32-510.65-0.65-3.17-209.52-0.6317.11-186.36-150.16-5.91-510.65-150.16-8.32-510.65-12.897.972.52
23Q4 (17)512.0-32.0-1.49-9.56-47.52-1.0711.571.83-4.34-49.66-106.670.54-3.57-46.0-33.31-214.84-237.82-115.096.68-257.2-138.62-14.59-83.21-0.638.7-96.88-0.76-11.76-1.33-141.78-17.2-210.38-138.62-14.59-83.21-14.95-16.60-5.95
23Q3 (16)500.0-33.33-1.36-23.64-195.65-1.21-23.47-86.15-2.90-88.31-166.060.56-26.32-37.08-10.58-369.21-141.46-123.33-69.01-196.25-120.97-67.36-211.22-0.69-25.45-86.49-0.68-23.64-94.29-120.97-67.36-211.22-120.97-67.36-211.22-20.46-151.47-94.17
23Q2 (15)50-33.33-33.33-1.10-279.31-292.86-0.98-164.86-133.33-1.54-431.03-148.390.76-14.61-22.453.93-90.35-89.59-72.97-212.24-202.15-72.28-193.94-240.94-0.55-161.9-129.17-0.55-150.0-161.9-72.28-193.94-240.94-72.28-193.94-240.94-12.80-104.01-49.40
23Q1 (14)750.00.0-0.2971.2917.14-0.3766.0627.45-0.2986.1917.140.89-11.0-23.2840.7368.5144.43-23.3727.474.14-24.5967.5-10.67-0.2134.3825.0-0.2270.6715.38-24.5946.17-10.67-24.5967.5-10.670.68-24.14-0.81
22Q4 (13)750.013.64-1.01-119.57-1022.22-1.09-67.69-678.57-2.10-92.66-10600.01.012.36-38.2724.17-5.29-29.16-32.2222.6-637.3-75.66-94.65-2055.56-0.3213.51-357.14-0.75-114.29-1150.0-45.68-17.52-1239.59-75.66-94.65-2055.561.59-91.93-61.22
22Q3 (12)750.015.38-0.46-64.29-428.57-0.65-54.76-641.67-1.09-75.81-1090.910.89-9.18-48.2625.52-32.38-22.46-41.63-72.38-1148.61-38.87-83.35-840.38-0.37-54.17-628.57-0.35-66.67-488.89-38.87-83.35-840.38-38.87-83.35-840.38-12.35-22.15-18.55
22Q2 (11)750.015.38-0.2820.0-411.11-0.4217.65-700.0-0.62-77.14-1966.670.98-15.52-44.037.7433.838.42-24.150.94-1202.74-21.204.59-725.37-0.2414.29-700.0-0.2119.23-450.0-21.204.59-725.37-21.204.59-725.37-21.96-134.44-123.32
22Q1 (10)7513.6415.38-0.35-288.89-191.67-0.51-264.29-325.0-0.35-1850.0-191.671.16-28.4-36.9628.20-17.35-8.8-24.38-457.89-543.27-22.22-533.05-406.15-0.28-300.0-300.0-0.26-333.33-225.0-22.22-551.61-406.15-22.22-533.05-406.15-17.11-226.59-240.48
21Q4 (9)661.541.54-0.09-164.2986.15-0.14-216.6780.00.02-81.82101.651.62-5.81-17.3534.123.6895.31-4.37-210.0877.4-3.51-166.8683.62-0.07-200.081.58-0.06-166.6785.71-3.41-164.9583.43-3.51-166.8683.62-3.76-54.36-72.62
21Q3 (8)650.00.00.1455.56131.110.1271.43122.220.11466.67119.641.72-1.71-6.0132.91-5.4640.523.9781.28123.455.2554.87132.750.0775.0122.580.0950.0131.035.2554.87132.755.2554.87132.75-3.30115.28114.88
21Q2 (7)650.0-18.750.09175.0-75.00.07158.33110.77-0.0375.066.671.75-4.8913.6434.8112.5850.32.19157.78109.923.39177.22-81.850.04157.14111.760.06175.0-79.313.39177.22-83.563.39177.22-81.85-5.50128.27120.59
21Q1 (6)650.0-19.75-0.1281.5472.73-0.1282.8682.09-0.1290.0872.731.84-6.1257.2630.9276.998.72-3.7980.488.13-4.3979.5185.63-0.0781.5881.08-0.0880.9577.78-4.3978.6785.63-4.3979.5185.630.4918.5526.62
20Q4 (5)650.0-19.75-0.65-44.44-983.33-0.70-29.63-1300.0-1.21-116.0718.791.967.14.8117.47-25.41-53.56-19.34-14.24-1172.37-21.43-33.69-778.28-0.38-22.58-1166.67-0.42-44.83-740.0-20.58-28.38-740.0-21.43-33.69-778.28--0.00
20Q3 (4)65-18.750.0-0.45-225.00.0-0.5416.920.0-0.56-522.220.01.8318.830.023.421.120.0-16.9323.290.0-16.03-185.810.0-0.318.820.0-0.29-200.00.0-16.03-177.740.0-16.03-185.810.0--0.00
20Q2 (3)80-1.230.00.36181.820.0-0.652.990.0-0.0979.550.01.5431.620.023.16-18.570.0-22.0730.880.018.68161.150.0-0.348.110.00.29180.560.020.62167.50.018.68161.150.0--0.00
20Q1 (2)810.00.0-0.44-633.330.0-0.67-1240.00.0-0.4470.470.01.17-37.430.028.44-24.40.0-31.93-2000.660.0-30.55-1152.050.0-0.37-1133.330.0-0.36-620.00.0-30.55-1146.940.0-30.55-1152.050.0--0.00
19Q4 (1)810.00.0-0.060.00.0-0.050.00.0-1.490.00.01.870.00.037.620.00.0-1.520.00.0-2.440.00.0-0.030.00.0-0.050.00.0-2.450.00.0-2.440.00.0--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)
2024/100.26-7.0176.131.92-18.520.74N/A音訊IC客戶需求增加
2024/90.2846.0826.991.66-24.890.633.18-
2024/80.1925.13-11.11.38-30.680.583.44-
2024/70.15-34.327.271.19-33.080.573.51-
2024/60.2329.13-29.531.03-37.510.613.54-
2024/50.18-6.18-35.850.8-39.520.553.9-
2024/40.198.8737.090.62-40.520.454.78-
2024/30.18122.73-34.270.42-52.790.425.64去年同期有技術服務收入認列所致
2024/20.08-51.36-66.430.24-60.830.494.9去年同期有技術服務收入認列及控制IC客戶需求減少所致
2024/10.16-32.02-57.370.16-57.370.564.25去年同期有技術服務收入認列所致
2023/120.2456.42-51.172.76-31.530.544.94控制IC客戶需求減少
2023/110.153.81-33.32.51-28.780.535.12-
2023/100.15-32.96-44.872.36-28.460.594.58-
2023/90.222.26-47.322.21-27.00.565.34-
2023/80.2279.1528.281.99-23.720.674.46-
2023/70.12-63.62-59.931.77-27.330.744.05因通膨等因素影響,致終端市場需求減少所致。
2023/60.3317.55-7.281.65-22.710.764.33-
2023/50.28100.52-8.511.32-25.830.74.72-
2023/40.14-47.81-53.991.04-29.490.655.05因通膨等因素影響,致終端市場需求減少所致。
2023/30.2713.74-28.00.89-23.00.894.19-
2023/20.24-38.23-31.680.62-20.621.123.35-
2023/10.39-22.13-11.790.39-11.791.113.37-
2022/120.49113.66-24.184.03-41.841.03.91-
2022/110.23-14.19-42.353.53-43.680.924.23-
2022/100.27-35.93-52.543.3-43.770.864.53通膨因素影響,以致終端市場需求減少所致。
2022/90.42149.03-28.653.03-42.830.894.48-
2022/80.17-44.04-69.682.61-44.610.834.82通膨因素影響,以致終端市場需求減少所致。
2022/70.3-15.82-46.752.44-41.240.974.12-
2022/60.3615.98-45.262.14-40.370.983.79-
2022/50.310.84-47.381.78-39.270.993.73-
2022/40.31-18.32-38.631.47-37.231.033.59-
2022/30.387.92-33.951.16-36.861.162.97-
2022/20.35-20.25-41.120.79-38.161.442.4-
2022/10.44-33.06-35.570.44-35.571.492.31-
2021/120.6562.43-9.596.926.431.622.06-
2021/110.4-29.36-37.036.278.431.562.15-
2021/100.57-3.67-5.865.8714.071.721.95-
2021/90.595.81-25.065.316.721.721.72-
2021/80.56-1.72-0.724.7125.51.781.66-
2021/70.57-13.4617.584.1530.121.811.63-
2021/60.6611.545.363.5832.351.751.43-
2021/50.5917.611.462.9329.751.661.5-
2021/40.5-12.1-1.732.3439.541.661.5-
2021/30.57-3.79-10.991.8457.551.841.17主要係因客戶需求增加所致
2021/20.59-12.7387.531.27140.621.991.08主要係因客戶需求增加所致
2021/10.68-6.06219.580.68219.582.041.05去年恰逢年假及因客戶需求減少
2020/120.7213.125.886.512.691.960.97-
2020/110.645.66.545.782.312.030.94-
2020/100.6-23.313.265.151.811.950.98-
2020/90.7940.1856.884.541.621.831.04主要係因客戶需求增加所致
2020/80.5616.422.763.75-5.371.51.27-
2020/70.486.97-6.83.19-9.051.511.25-
2020/60.45-22.17-16.372.71-9.441.541.23-
2020/50.5813.918.062.26-7.911.731.1-
2020/40.51-20.38-4.661.68-14.421.461.3-
2020/30.64102.763.431.17-18.081.171.46技術服務收入認列及客戶需求增加所致
2020/20.3248.7-20.170.53-48.941.211.41-
2020/10.21-68.87-66.760.21-66.761.491.15逢年假客戶需求減少所致
2019/120.6813.83-11.316.33-14.350.0N/A-
2019/110.62.34-25.985.65-14.710.0N/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)51-32.0-4.340-3.6102.76-31.515.56-80.77-75.440-79.820-2.080-2.220-2.20
2022 (9)7513.64-2.100-2.6504.03-41.7628.92-12.76-30.090-38.890-1.210-1.270-1.570
2021 (8)661.540.020-0.0706.926.333.1547.6-0.5000.170-0.0300.0100.010
2020 (7)65-19.75-1.210-2.5406.512.8422.46-19.67-21.570-12.050-1.40-0.740-0.780
2019 (6)810.0-1.490-2.0906.33-14.4627.96-18.98-18.790-18.970-1.190-1.20-1.20
2018 (5)810.0-0.250-0.4007.420.9234.514.07-3.830-2.730-0.280-0.250-0.20
2017 (4)810.0-0.970-1.3006.12-4.8233.16-0.24-12.370-12.820-0.760-0.790-0.780
2016 (3)816.58-0.870-1.3006.4333.433.248.84-12.500-10.890-0.80-0.760-0.70
2015 (2)767.04-2.170-2.9804.82-16.6130.54-6.32-36.280-34.010-1.750-1.690-1.640
2014 (1)7110.94-1.380-1.8905.780.3532.600-17.830-16.880-1.030-0.930-0.980

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