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)2930.010.572.01-22.0928.031.62-57.8145.958.2132.42206.3493.99-6.479.2521.41-13.7715.678.57-38.1242.836.82-11.0837.788.05-42.1755.715.9-21.8542.519.79-3.7438.876.82-11.0837.78-7.06-25.41-29.04
24Q2 (19)2930.011.412.58-28.73155.453.84-0.262853.856.2071.27458.56100.49-7.6546.7424.83-6.0560.6113.85-2.53569.087.67-21.1784.8213.92-10.02880.287.55-28.77182.7710.17-25.1188.337.67-21.1784.82-4.475.2514.90
24Q1 (18)2938.1211.413.6239.233922.223.8530.074912.53.62-30.523922.22108.81-1.2950.8926.4333.89129.2314.2145.742350.09.7347.421131.6515.4743.913583.3310.650.574316.6713.5864.411013.119.7347.421131.6513.4252.4298.37
23Q4 (17)2712.264.232.6065.61276.812.96166.671509.525.2194.463.32110.2328.1347.719.746.6577.849.7562.5557.756.6033.33140.8810.75107.93776.17.0470.05293.38.2617.16657.86.6033.33140.8826.8860.53460.26
23Q3 (16)2650.761.531.5755.45185.451.11753.851109.092.68141.447.286.0325.63-3.5618.5119.7350.246.00189.86192.684.9519.28156.485.17264.08182.514.1455.06191.557.0530.5675.814.9519.28156.4810.30538.84508.18
23Q2 (15)2630.01.151.011022.22621.430.13262.5-81.161.111133.33-43.3768.48-5.03-21.7315.4634.0843.152.07256.914.364.15425.322493.751.42238.1-10.132.671012.5621.625.40342.627814.294.15425.322493.75-4.21467.63162.20
23Q1 (14)2631.151.940.09-86.96-95.05-0.0861.9-106.840.09-97.18-95.0572.11-3.38-26.3811.533.87-25.610.58127.23-89.180.79-71.17-84.360.42126.42-92.00.24-86.59-94.91.2211.93-81.710.79-71.17-84.36-9.86-30.75-14.50
22Q4 (13)260-0.385.690.6925.45213.64-0.21-90.914.553.1927.6-65.174.63-16.34-26.711.10-9.94.23-2.13-203.9-213.32.7441.97174.0-1.59-186.89-183.251.7926.06237.741.09-72.82-63.912.7441.97174.0-7.18159.16-103.42
22Q3 (12)2610.383.570.55292.86292.86-0.11-115.94-109.822.5027.55-72.3189.211.97-7.8812.3214.0717.332.0513.26-46.891.931106.254925.01.8315.82-50.941.42283.78305.714.015828.57389.021.931106.254925.0-4.35100.28-78.48
22Q2 (11)2600.786.560.14-92.31-97.690.69-41.03-66.341.967.69-78.3487.49-10.68-17.7110.80-30.32-40.661.81-66.23-81.360.16-96.83-98.91.58-69.9-84.70.37-92.14-97.49-0.07-101.05-100.390.16-96.83-98.9-7.24317.48295.40
22Q1 (10)2584.8810.731.82727.27-38.11.17631.82-19.311.82-80.09-38.197.95-3.87.6815.5045.54-18.725.36185.11-32.415.05405.0-35.095.25174.87-27.184.71788.68-31.246.67120.86-38.135.05405.0-35.090.67392.20256.09
21Q4 (9)246-2.3811.310.2257.14-84.4-0.22-119.64-156.419.141.2249.84101.825.1414.8710.651.43-14.391.88-51.3-48.351.002600.0-72.071.91-48.79-40.680.5351.43-83.073.02268.29-48.731.002600.0-72.07-1.89-20.27-82.50
21Q3 (8)2523.2815.070.14-97.69-89.781.12-45.3793.19.03-0.2292.5496.84-8.9211.8910.50-42.31-0.13.86-60.252.39-0.04-100.27-101.113.73-63.8914.070.35-97.63-88.330.82-95.43-84.47-0.04-100.27-101.113.994.05-1.99
21Q2 (7)2444.7211.426.05105.78384.02.0541.38184.729.05207.82172.59106.3216.8941.3118.20-4.5629.639.7122.45134.5414.6187.79286.5110.3343.27231.0914.74115.18437.9617.9366.33260.7614.6187.79286.519.76107.15156.59
21Q1 (6)2335.433.562.94108.5142.721.45271.79-44.872.94-51.842.7290.962.6226.6119.0753.3-19.747.93117.86-38.577.78117.3225.087.21123.91-22.316.85118.8547.6310.7883.0224.627.78117.3225.082.5255.72119.52
20Q4 (5)2210.911.381.412.92222.610.39-32.76244.446.1030.06199.0288.642.4124.4212.4418.3645.843.64-3.45450.03.58-0.83204.683.22-1.53535.143.134.33225.25.8911.55270.723.58-0.83204.68--0.00
20Q3 (4)2190.00.01.379.60.00.58-19.440.04.6941.270.086.5515.030.010.51-25.140.03.77-8.940.03.61-4.50.03.274.810.03.09.490.05.286.240.03.61-4.50.0--0.00
20Q2 (3)219-2.670.01.25-39.320.00.72-72.620.03.3261.170.075.244.730.014.04-40.910.04.14-67.930.03.78-39.230.03.12-66.380.02.74-40.950.04.97-42.540.03.78-39.230.0--0.00
20Q1 (2)2253.210.02.06279.130.02.631074.070.02.060.980.071.840.840.023.76178.550.012.911341.350.06.22281.870.09.281354.050.04.64285.60.08.65350.720.06.22281.870.0--0.00
19Q4 (1)2180.00.0-1.150.00.0-0.270.00.02.040.00.071.240.00.08.530.00.0-1.040.00.0-3.420.00.0-0.740.00.0-2.50.00.0-3.450.00.0-3.420.00.0--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)
2024/1034.14.8-10.05336.5627.296.92N/A-
2024/932.547.43-2.65302.4633.4393.361.82-
2024/830.29-0.831.93269.9339.6790.361.88-
2024/730.543.3834.03239.6446.5392.351.84-
2024/629.54-8.4629.37209.148.56100.291.79-
2024/532.27-16.1231.51179.5652.27110.511.63記憶體價格上漲
2024/438.48-3.280.75147.2957.73111.641.61記憶體價格上漲
2024/339.7519.0156.58108.8150.93108.811.81記憶體價格上漲
2024/233.4-6.3133.9869.0647.86100.511.96-
2024/135.6513.3563.7535.6563.75108.051.82記憶體價格上漲
2023/1231.45-23.1833.51336.98-3.86110.311.360.836.6-
2023/1140.958.056.21305.53-6.55112.281.341.145.76記憶體價格上漲
2023/1037.9113.4339.59264.58-12.02101.051.491.034.63-
2023/933.4212.493.95226.67-17.1485.921.690.933.6-
2023/829.7130.4-1.12193.25-19.9675.331.92-
2023/722.78-0.2-14.55163.54-22.6370.162.07-
2023/622.83-6.95-23.86140.75-23.868.661.67-
2023/524.5415.27-12.53117.92-23.7971.221.61-
2023/421.29-16.15-26.7593.38-26.2871.611.6-
2023/325.391.83-21.9972.09-26.1472.091.01-
2023/224.9314.5-21.7446.7-28.2270.261.04-
2023/121.77-7.57-34.4321.77-34.4371.541.02-
2022/1223.56-10.12-27.89350.52-11.4276.930.81-
2022/1126.21-3.48-26.7326.96-9.9485.520.73-
2022/1027.16-15.52-18.23300.75-8.189.360.7-
2022/932.156.990.37273.59-6.9688.870.77-
2022/830.0512.69-6.62241.44-7.8686.710.78-
2022/726.67-11.08-18.4211.39-8.0384.710.8-
2022/629.996.89-11.4184.72-6.3187.111.03-
2022/528.06-3.47-22.78154.73-5.2589.671.0-
2022/429.07-10.69-19.31126.68-0.2493.470.96-
2022/332.552.16-2.9497.617.3197.611.12-
2022/231.86-4.0713.2965.0713.397.741.12-
2022/133.211.6413.333.2113.3101.641.08-
2021/1232.67-8.6416.79395.7223.36101.650.89-
2021/1135.767.6614.52363.0523.99101.010.9-
2021/1033.223.714.93327.2925.1297.430.93-
2021/932.03-0.470.09294.0726.3896.91.08-
2021/832.18-1.5219.99262.0430.5798.721.06-
2021/732.68-3.4620.32229.8633.37102.871.01-
2021/633.85-6.8322.98197.1734.4106.211.08-
2021/536.340.8639.25163.3237.04105.891.08-
2021/436.027.4274.03126.9936.4297.681.17銷貨增加
2021/333.5319.2515.890.9625.6790.961.12-
2021/228.12-4.0612.2657.4332.2585.41.19-
2021/129.314.7859.529.3159.588.511.15銷貨增加
2020/1227.97-10.4217.09320.7825.5688.10.78-
2020/1131.238.0523.4292.8126.4392.130.75-
2020/1028.9-9.6835.41261.5826.887.720.79-
2020/932.019.352.62232.6825.8185.980.66銷貨增加
2020/826.82-1.2514.82200.6822.3881.510.7-
2020/727.16-1.3231.69172.3322.7380.780.7-
2020/627.535.4941.74146.722.0574.320.75-
2020/526.0926.0544.28119.1718.2675.750.74-
2020/420.7-28.5112.693.0812.5774.70.75-
2020/328.9615.6127.1672.3812.5672.381.1-
2020/225.0536.322.1943.424.5567.311.18-
2020/118.38-23.07-12.6318.38-12.6367.571.17-
2019/1223.89-5.5914.16255.48-19.230.0N/A-
2019/1125.3118.577.64231.59-21.590.0N/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)2714.235.1863.924.12167.53336.85-3.5616.8033.655.27160.894.4474.817.75151.0619.7682.1214.0969.76
2022 (9)2605.693.16-63.211.54-65.08349.27-11.7912.57-13.792.02-65.472.54-57.387.07-69.510.85-66.858.3-63.06
2021 (8)24611.318.5957.614.412.08395.9422.8614.58-1.625.85-0.175.9641.2323.1822.7832.7365.8122.4766.32
2020 (7)2211.845.45211.434.320322.2726.0714.8233.885.861262.794.22162.1118.881632.1119.74215.8413.51227.12
2019 (6)217-0.461.750-0.350255.62-19.2111.0782.980.4301.6101.0906.2504.130
2018 (5)2181.4-0.820-2.420316.41-2.086.05-55.84-2.440-0.720-7.730-2.430-1.790
2017 (4)2150.07.9529.064.4451.02323.1239.0513.70-3.795.7717.525.55-1.618.6463.3722.8641.7217.2329.16
2016 (3)215-2.276.1602.940232.3815.0714.24136.544.9105.64011.41016.138389.4713.340
2015 (2)220-3.93-0.200-1.690201.95-30.576.021.18-2.130-0.240-4.3100.19-98.04-0.450
2014 (1)2294.573.51-61.09-0.940290.85-13.235.950-0.4002.780-1.1709.67-61.888.08-59.34

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