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)903.454.654.43-38.81-22.424.74-20.215.0516.0537.8937.0642.19-1.4920.8226.34-7.22-0.7512.87-19.76-5.999.74-34.19-31.655.43-20.9613.63.98-37.03-19.1112.17-33.46-29.049.74-34.19-31.6517.2010.8656.83
24Q2 (19)87-1.141.167.2460.53160.435.94133.86506.1211.64158.0994.042.8335.8864.9828.3916.0237.6216.0453.49179.9314.8015.4459.316.87108.81361.076.3259.6164.4418.2916.258.4914.8015.4459.3115.0767.3356.25
24Q1 (18)882.332.334.5174.1340.062.54-21.36-21.124.51-68.4240.0631.52-5.74-3.924.471.039.5810.45-8.97-6.2812.8291.9251.93.29-14.32-10.113.9676.7942.9615.7466.2146.4212.8291.9251.9-4.999.74-21.48
23Q4 (17)860.00.02.59-54.649.283.23-21.610.2414.2821.95-2.7233.44-4.24-2.4524.22-8.7415.7711.48-16.1422.526.68-53.1212.463.84-19.6719.632.24-54.479.89.47-44.7824.286.68-53.1212.4615.1325.38149.41
23Q3 (16)860.00.05.71105.420.464.12320.41171.0511.7195.17-4.8734.9234.514.7126.5428.6528.6513.69138.9269.2214.2553.3912.294.78220.8177.044.92105.8620.5917.1548.615.7314.2553.3912.296.8345.87125.42
23Q2 (15)860.00.02.78-13.66-33.010.98-69.57-54.636.0086.34-20.7425.96-20.85-21.5520.63-7.611.235.73-48.61-34.519.2910.07-16.531.49-59.29-48.442.39-13.72-33.2411.547.35-15.779.2910.07-16.53-12.5911.10-29.83
23Q1 (14)860.00.03.2235.86-5.853.229.935.293.22-78.07-5.8532.8-4.32-13.3722.336.7431.5911.1519.043.878.4442.099.613.6614.0224.912.7735.78-5.7810.7541.089.148.4442.099.61-0.77-7.0751.33
22Q4 (13)860.00.02.37-50.0-45.392.9392.76-28.8814.6819.2511.8934.282.79-16.9420.921.415.399.3715.82-14.125.94-53.19-35.153.2118.89-28.672.04-50.0-45.67.62-53.02-30.795.94-53.19-35.151.79-17.8931.57
22Q3 (12)860.00.04.7414.2222.81.52-29.63-49.6712.3162.6240.3633.350.79-9.9620.631.2312.128.09-7.54-15.6412.6914.0239.762.7-6.57-23.944.0813.9723.2616.2218.3944.9512.6914.0239.76-5.9017.79-19.43
22Q2 (11)860.00.04.1521.35173.032.16-9.243.357.57121.3553.5533.09-12.610.5620.3820.0918.768.7512.913.0511.1344.55144.082.89-1.3724.573.5821.77173.2813.7039.09134.9911.1344.55144.08-10.430.08-25.73
22Q1 (10)860.0-1.153.42-21.20.882.38-42.23-17.653.42-73.930.8837.86-8.2610.2816.97-14.51-10.167.75-28.96-22.197.70-15.94-12.72.93-34.89-14.332.94-21.6-0.689.85-10.54-10.547.70-15.94-12.71.58-4.38-2.90
21Q4 (9)860.00.04.3412.4432.724.1236.42-1.6713.1249.61.8641.2711.4213.9119.857.88-2.1710.9113.76-12.379.160.8816.844.526.76-0.223.7513.2932.9811.01-1.6111.899.160.8816.8417.5983.1940.46
21Q3 (8)860.0-1.153.86153.95-0.263.0244.5-29.118.7777.89-9.2137.0423.7610.1718.407.23-20.149.5923.9-32.519.0899.12-11.073.5553.02-25.733.31152.67-1.1911.1991.94-12.519.0899.12-11.075.4749.398.41
21Q2 (7)86-1.150.01.52-55.16-62.842.09-27.68-49.394.9345.43-14.7129.93-12.820.1717.16-9.16-26.387.74-22.29-49.414.56-48.3-61.652.32-32.16-49.231.31-55.74-62.685.83-47.05-60.044.56-48.3-61.65-9.03-25.74-29.36
21Q1 (6)871.162.353.393.67101.792.89-31.0393.963.39-73.68101.7934.33-5.2453.1218.89-6.910.539.96-20.027.048.8212.536.743.42-24.1794.322.964.96106.9911.0111.8933.788.8212.536.741.26-5.92-16.34
20Q4 (5)86-1.154.883.27-15.527.734.19-1.6450.7212.8833.339.9936.237.7630.020.29-11.944.2712.45-12.3924.877.84-23.212.894.51-5.6562.232.82-15.8233.659.84-23.0614.957.84-23.212.89--0.00
20Q3 (4)871.160.03.87-5.380.04.263.150.09.6667.130.033.6212.520.023.04-1.160.014.21-7.120.010.21-14.130.04.784.60.03.35-4.560.012.79-12.340.010.21-14.130.0--0.00
20Q2 (3)861.180.04.09143.450.04.13177.180.05.78244.050.029.8833.270.023.3136.40.015.3095.150.011.8984.340.04.57159.660.03.51145.450.014.5977.280.011.8984.340.0--0.00
20Q1 (2)853.660.01.68-34.380.01.49-46.40.01.68-85.650.022.42-19.560.017.09-12.180.07.84-21.360.06.45-15.350.01.76-36.690.01.43-32.230.08.23-3.860.06.45-15.350.0--0.00
19Q4 (1)820.00.02.560.00.02.780.00.011.710.00.027.870.00.019.460.00.09.970.00.07.620.00.02.780.00.02.110.00.08.560.00.07.620.00.0--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)
2024/1113.7-1.8220.78144.1623.1841.9N/A-
2024/1013.96-1.9916.49130.4523.4442.45N/A-
2024/914.24-0.0615.3116.524.3342.170.68-
2024/814.254.1320.13102.2625.744.850.64-
2024/713.68-19.1127.6388.0126.6544.360.64-
2024/616.9222.9899.0574.3226.4742.830.62主因水冷應用持續發酵,客戶需求持續增溫,且一般伺服器新客戶及市占率皆較去年同期增加,貢獻營收所致。
2024/513.7613.1455.1257.4114.237.290.71主因水冷需求持續增溫,貢獻營收所致。
2024/412.166.941.0943.655.4430.880.86-
2024/311.3754.76-16.731.49-3.9231.490.79-
2024/27.35-42.47-25.7120.125.1830.250.82-
2024/112.7726.1538.2812.7738.2834.240.72-
2023/1210.13-10.74-11.52127.15-8.1933.450.69-
2023/1111.34-5.31-8.35117.02-7.8935.670.65-
2023/1011.98-2.9914.85105.68-7.8436.190.64-
2023/912.354.1115.5393.7-10.1134.930.61-
2023/811.8610.649.6981.35-13.0431.080.68-
2023/710.7226.14-9.4369.49-16.0228.090.75-
2023/68.5-4.15-32.3558.77-17.1225.980.78-
2023/58.872.9-18.4850.27-13.8431.140.65-
2023/48.62-36.88-10.4941.4-12.7732.160.63-
2023/313.6538.012.4132.78-13.3632.780.61-
2023/29.897.092.4119.13-21.9430.570.66-
2023/19.24-19.28-37.799.24-37.7933.060.61-
2022/1211.44-7.54-24.01138.5-2.7834.250.6-
2022/1112.3818.66-16.36127.05-0.2733.50.62-
2022/1010.43-2.41-13.49114.681.8431.930.65-
2022/910.69-1.14-17.73104.253.6833.340.71-
2022/810.81-8.64-14.5993.566.8535.210.67-
2022/711.84-5.779.1882.7410.4835.280.67-
2022/612.5615.4826.0370.9110.733.070.8-
2022/510.8812.9914.4158.347.8833.840.78-
2022/49.63-27.78-6.2347.466.4832.620.81-
2022/313.3338.018.6637.8410.2937.840.69-
2022/29.66-34.9411.9724.5111.239.570.66-
2022/114.85-1.410.7114.8510.7144.710.59-
2021/1215.061.7519.0142.4616.6941.920.55-
2021/1114.822.7320.78127.416.4339.850.58-
2021/1012.06-7.24.54112.615.8837.710.61-
2021/912.992.637.74100.5517.436.50.55-
2021/812.6616.7926.1987.5518.9933.470.6-
2021/710.848.76-3.5974.8917.8530.320.67-
2021/69.974.83-3.1764.0522.4629.740.64-
2021/59.51-7.42.954.0828.7532.040.6-
2021/410.27-16.3-0.7444.5736.0431.160.61-
2021/312.2742.2131.8834.353.0134.30.5成長主係NB及VGA今年銷售持續成長及109年中國生產廠疫情停工影響
2021/28.63-35.6750.8422.0468.034.690.5主係109年中國生產廠疫情停工及本期NB及VGA銷售成長影響
2021/113.415.9781.2613.4181.2638.320.45成長主係NB及VGA今年銷售持續成長及109年1月農曆新年及中國生產廠疫情停工
2020/1212.653.2738.08122.0819.1236.440.43-
2020/1112.256.2330.5109.4217.2635.850.44-
2020/1011.53-4.3724.5897.1715.7833.630.47-
2020/912.0620.222.2885.6414.6933.340.45-
2020/810.03-10.7710.7173.5813.5331.570.47-
2020/711.259.2324.4563.5413.9930.780.49-
2020/610.2911.4154.5852.311.9729.880.49商業用筆電及PC類主機板及顯示卡銷售增加
2020/59.24-10.6831.4642.04.8828.890.51-
2020/410.3511.2121.7332.76-0.7725.370.58-
2020/39.362.65-2.8622.42-8.5722.420.49-
2020/25.72-22.74.6613.12-12.2322.280.5-
2020/17.4-19.27-21.967.4-21.960.0N/A-
2019/129.16-2.3941.84102.4834.00.0N/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)860.013.68-2.5611.5728.7127.13-8.2623.6420.3110.8327.869.754.9513.7617.3115.68-3.6912.32-2.53
2022 (9)860.014.0411.438.99-25.83138.57-2.8119.655.198.47-12.419.2914.8311.73-14.9416.2814.5712.6411.56
2021 (8)860.012.60-0.1612.12-13.86142.5816.7318.68-11.899.67-24.398.09-12.3513.79-11.7214.211.011.331.98
2020 (7)864.8812.6210.814.0734.9122.1419.1821.202.6612.7910.269.23-2.4315.6231.4814.0715.911.1115.25
2019 (6)822.511.39299.6510.43678.36102.4833.8920.6563.511.60387.399.46213.2511.88552.7512.14312.939.64313.73
2018 (5)801.272.85-20.391.34-58.2676.5410.1512.63-13.612.38-54.413.02-28.771.82-49.862.94-19.012.33-19.66
2017 (4)796.763.58-55.753.21-49.9269.496.1414.62-28.475.22-50.524.24-55.423.63-47.473.63-50.482.9-53.23
2016 (3)744.238.09235.686.41452.5965.4739.2420.4430.6910.55169.829.51144.476.91275.547.33190.876.2260.47
2015 (2)710.02.41995.451.16047.0210.7915.6422.03.91428.383.891078.791.84493.552.52300.01.721046.67
2014 (1)719.230.22-63.33-0.18042.44-3.0412.8200.7400.3300.31-48.330.6314.550.15-61.54

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