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)34-2.863.03-0.37-294.74-192.5-0.09025.00.15-71.7-64.292.67-6.64-7.296.39-6.990.0-0.90-52.54-16.88-4.77-303.85-202.36-0.020.00.0-0.13-285.71-200.0-4.82-345.92-195.07-4.77-303.85-202.3613.19-169.4350.00
24Q2 (19)352.946.060.19-44.12-53.660.00100.0-100.00.5355.882550.02.8633.02-17.586.87-4.181.63-0.5981.21-149.172.34-55.85-40.76-0.0271.43-150.00.07-36.36-50.01.96-70.61-51.02.34-55.85-40.7612.4555.36-241.67
24Q1 (18)343.033.030.34154.84187.18-0.29-583.33-20.830.34270.0187.182.15-8.1218.787.179.6311.68-3.14-823.5335.925.30159.89173.71-0.07-600.022.220.11152.38184.626.67164.57187.655.30159.89173.71-13.43-50.08-216.67
23Q4 (17)330.00.0-0.62-255.0-10.710.06150.0166.67-0.20-147.62-112.992.34-18.75-3.76.542.3517.41-0.3455.8483.96-8.85-289.91-14.49-0.0150.080.0-0.21-261.54-10.53-10.33-303.75-20.68-8.85-289.91-14.49-17.88-128.72-25.00
23Q3 (16)330.00.00.40-2.44-54.02-0.12-200.0-500.00.422000.0-80.02.88-17.012.56.39-5.47-15.92-0.77-164.17-237.54.6617.97-58.87-0.02-150.0-300.00.13-7.14-55.175.0726.75-55.214.6617.97-58.8737.35101.34-25.00
23Q2 (15)330.00.00.41205.13-45.330.12150.0-68.420.02105.13-98.373.4791.71-8.686.765.3-34.311.20124.49-66.943.95154.94-40.330.04144.44-71.430.14207.69-44.04.00152.56-40.563.95154.94-40.3333.10117.75-8.33
23Q1 (14)330.00.0-0.3930.36-181.25-0.24-166.67-300.0-0.39-125.32-181.251.81-25.51-48.436.4215.26-15.64-4.90-131.13-511.76-7.196.99-258.37-0.09-80.0-325.0-0.1331.58-181.25-7.6111.1-267.99-7.196.99-258.37-15.30-67.00-283.33
22Q4 (13)330.00.0-0.56-164.37-380.0-0.09-400.0-137.51.54-26.6762.112.43-5.08-38.485.57-26.71-18.21-2.12-478.57-213.98-7.73-168.23-549.42-0.05-600.0-171.43-0.19-165.52-371.43-8.56-175.62-597.67-7.73-168.23-549.42-18.86-74.19-246.06
22Q3 (12)330.00.00.8716.0190.00.03-92.11-90.632.1070.73180.02.56-32.63-36.07.60-26.14-4.280.56-84.57-81.0811.3371.15356.850.01-92.86-91.670.2916.0190.011.3268.2333.7211.3371.15356.85-12.1936.1262.28
22Q2 (11)330.00.00.7556.25971.430.38216.6731.031.23156.25173.333.88.26-0.7810.2935.2230.753.63205.0430.586.6245.81918.460.14250.027.270.2556.251150.06.7348.57935.386.6245.81918.46-1.4498.1283.33
22Q1 (10)330.00.00.48140.026.320.12-50.0-50.00.48-49.4726.323.51-11.1414.337.6111.75-11.721.19-36.02-51.434.54163.9511.270.04-42.86-50.00.16128.5723.084.53163.3711.034.54163.9511.27-6.2053.34-37.50
21Q4 (9)330.00.00.20-33.33-84.380.24-25.0-25.00.9526.675.563.95-1.251.286.81-14.23-16.441.86-37.16-31.371.72-30.65-84.360.07-41.67-36.360.07-30.0-83.721.72-34.1-84.361.72-30.65-84.361.60147.62-7.33
21Q3 (8)330.00.00.30328.5776.470.3210.3410.340.7566.67297.374.04.446.677.940.897.732.966.4712.552.48281.5468.710.129.0920.00.1400.066.672.61301.5477.552.48281.5468.7114.60123.5015.58
21Q2 (7)330.0-2.940.07-81.58114.00.2920.83220.830.4518.42181.823.8324.7660.927.87-8.7-7.952.7813.47180.350.65-84.07109.190.1137.5237.50.02-84.62111.760.65-84.07109.190.65-84.07109.191.74-75.94-2.09
21Q1 (6)330.00.00.38-70.311050.00.24-25.0366.670.38-57.781050.03.07-21.2888.348.625.77-5.072.45-9.59289.924.08-62.91543.480.08-27.27500.00.13-69.77750.04.08-62.91543.484.08-62.91543.48-8.64291.32-7.33
20Q4 (5)330.00.01.28652.94436.840.3210.34633.330.90336.84260.713.94.061.168.1510.5840.282.713.04504.4811.00648.3307.940.1110.0650.00.43616.67430.7711.00648.3307.9411.00648.3307.94--0.00
20Q3 (4)33-2.940.00.17134.00.00.29220.830.0-0.3830.910.03.7557.560.07.37-13.80.02.63176.010.01.47120.790.00.1225.00.00.06135.290.01.47120.790.01.47120.790.0--0.00
20Q2 (3)343.030.0-0.50-1150.00.0-0.24-166.670.0-0.55-1275.00.02.3846.010.08.55-5.840.0-3.46-168.220.0-7.07-668.480.0-0.08-300.00.0-0.17-750.00.0-7.07-668.480.0-7.07-668.480.0--0.00
20Q1 (2)330.00.0-0.0489.470.0-0.09-50.00.0-0.0492.860.01.63-32.640.09.0856.280.0-1.29-92.540.0-0.9282.610.0-0.020.00.0-0.0284.620.0-0.9282.610.0-0.9282.610.0--0.00
19Q4 (1)330.00.0-0.380.00.0-0.060.00.0-0.560.00.02.420.00.05.810.00.0-0.670.00.0-5.290.00.0-0.020.00.0-0.130.00.0-5.290.00.0-5.290.00.0--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)
2024/110.53-34.07-34.599.04-7.92.26N/A-
2024/100.81-11.21-2.318.5-5.482.51N/A-
2024/90.9115.392.977.69-5.792.670.11-
2024/80.79-18.42-13.156.78-6.242.660.11-
2024/70.977.36-10.355.99-5.92.770.1-
2024/60.90.09-16.525.02-4.252.850.14-
2024/50.9-14.05-32.824.12-1.912.640.16-
2024/41.0553.240.633.2212.652.470.17-
2024/30.68-7.2-23.372.1719.572.160.09-
2024/20.74-0.386.441.4861.472.170.09主要受惠於多媒體應用晶片需求增加
2024/10.746.9842.00.7442.02.250.09-
2023/120.69-15.26-12.4510.5-14.672.340.04-
2023/110.82-1.5413.789.81-14.832.530.04-
2023/100.83-6.39-10.769.0-16.732.630.04-
2023/90.89-2.6718.178.17-17.292.880.14-
2023/80.91-15.788.237.23-20.023.070.13-
2023/71.08-0.0311.946.37-23.133.510.11-
2023/61.08-19.451.175.24-28.33.470.13-
2023/51.3428.75-1.394.2-32.783.280.14-
2023/41.0416.68-23.742.85-41.542.330.19-
2023/30.89125.77-48.211.81-48.481.810.29-
2023/20.4-24.06-46.210.92-48.751.710.31-
2023/10.52-34.04-50.520.52-50.522.030.26今年1月逢農曆年假,營業天數少致較去年同期減少50.5%
2022/120.7910.12-39.7812.31-17.172.440.17-
2022/110.72-22.78-29.8811.52-14.982.40.17-
2022/100.9323.96-42.5710.8-13.762.520.16-
2022/90.75-10.86-23.069.87-9.492.560.21-
2022/80.84-12.9-42.09.04-8.962.880.19-
2022/70.97-9.64-38.568.28-2.383.40.16-
2022/61.07-21.53.577.315.813.80.08-
2022/51.36-0.43-18.666.246.214.460.07-
2022/41.37-20.7420.494.8816.013.830.08-
2022/31.73134.554.793.5214.33.520.14多媒體應用晶片銷售增加
2022/20.74-30.15-13.61.79-8.713.10.16-
2022/11.05-19.73-4.931.05-4.933.390.14-
2021/121.3128.258.014.8627.833.960.13-
2021/111.02-36.75-18.2813.5530.143.620.14-
2021/101.6266.0516.0912.5336.774.040.13-
2021/90.97-32.8-23.1810.9140.474.00.15-
2021/81.45-7.7414.649.9352.884.060.14主要多媒體應用晶片銷售增加
2021/71.5752.3328.998.4862.144.280.14多媒體應用晶片銷售增加
2021/61.03-38.3525.126.9172.243.840.14多媒體應用晶片銷售增加
2021/51.6747.4977.745.8884.473.920.13多媒體應用晶片銷售增加
2021/41.141.8185.644.2187.543.10.17主要為多媒體應用晶片增加
2021/31.1130.88119.353.0888.343.080.08多媒體應用晶片銷售增加
2021/20.85-23.1548.481.9674.353.180.08多媒體銷售增加
2021/11.11-8.8101.281.11101.283.580.07多媒體應用晶片銷售增加
2020/121.22-2.9655.3611.6323.363.860.09多媒體應用晶片銷售增加
2020/111.25-10.1559.1410.4120.333.920.09因多媒體應用晶片銷售增加所致
2020/101.399.8760.69.1616.323.930.09多媒體應用晶片銷售增加所致
2020/91.270.2859.137.7710.853.750.12多媒體應用晶片需求暢旺所致
2020/81.273.851.96.54.633.310.13多媒體應用晶片需求暢旺所致
2020/71.2247.7739.125.23-2.712.990.15-
2020/60.82-12.433.124.01-10.942.380.16-
2020/50.9454.05-11.393.19-13.922.060.18-
2020/40.6120.3-18.892.24-15.061.690.22-
2020/30.51-11.4-30.661.63-13.511.630.17-
2020/20.574.1625.191.12-2.631.910.14-
2020/10.55-29.6-20.930.55-20.930.0N/A-
2019/120.78-0.660.339.4313.470.0N/A因多媒體應用晶片銷售增加所致
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)330.0-0.200-0.15010.5-14.636.55-18.43-0.740-0.630-0.080-0.090-0.070
2022 (9)330.01.3644.680.47-56.8812.3-17.238.033.481.16-53.974.1794.860.14-62.160.556.250.5159.38
2021 (8)330.00.945.621.09275.8614.8627.447.76-4.322.52189.662.14-17.050.37270.00.326.670.326.67
2020 (7)330.00.8900.29011.6623.658.1114.060.8702.5800.100.300.30
2019 (6)330.0-0.560-0.0909.4313.487.11-0.28-0.260-1.990-0.020-0.190-0.190
2018 (5)330.0-0.520-0.3808.31-15.27.1318.24-1.570-2.110-0.130-0.170-0.170
2017 (4)330.0-1.680-0.6209.825.326.03-16.13-3.260-6.860-0.320-0.670-0.560
2016 (3)333.12-0.780-0.4107.820.07.19-13.37-4.420-5.720-0.350-0.460-0.260
2015 (2)323.23-0.500-0.8207.82-11.148.30-20.73-3.140-3.570-0.250-0.130-0.160
2014 (1)310.010.200-0.2408.817.0210.470-0.75035.640-0.0703.1503.140

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