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)1441.411.410.38-36.67-73.610.82115.79-10.871.9624.05-10.512.2416.6810.7726.6214.74-8.9312.0679.73-21.284.42-44.96-75.951.48111.43-12.430.55-35.29-72.916.93-28.34-68.094.42-44.96-75.9514.31-37.7363.78
24Q2 (19)1420.00.00.60-38.78-22.080.3811.760.01.5861.22107.8910.4911.953.8623.20-9.525.026.71-29.07-13.538.03-45.85-25.370.7-21.35-10.260.85-38.85-22.029.67-49.27-26.698.03-45.85-25.370.817.17-29.59
24Q1 (18)1420.00.00.9853.129900.00.34-70.94161.540.98-65.379900.09.37-10.3311.9525.64-23.3939.29.46-51.96192.8814.8372.646547.830.89-56.8229.631.3954.447050.019.0656.872441.3314.8372.646547.83-7.88-1.22-21.88
23Q4 (17)1420.02.160.64-55.5688.241.1727.1780.02.8329.22-7.2110.45-5.4322.833.4714.5114.0819.6928.5263.818.59-53.2656.182.0621.89101.960.9-55.6791.4912.15-44.0688.378.59-53.2656.181.9915.7384.64
23Q3 (16)1420.00.01.4487.0139.810.92142.11338.12.19188.16-19.4911.059.4138.4729.2332.322.4515.3297.4285.2518.3870.821.831.69116.67156.062.0386.2438.121.7264.67-5.3618.3870.821.8315.043943.51167.21
23Q2 (15)1420.00.00.777800.0-11.490.38192.31-2.560.767700.0-55.0310.120.67-2.622.0919.92-0.187.76140.254.310.764778.26-7.480.78188.891.31.095550.0-12.113.191658.67-5.9910.764778.26-7.489.513848.5356.16
23Q1 (14)1422.167.58-0.01-102.94-101.230.13-80.0-64.86-0.01-100.33-101.238.37-1.65-14.3318.42-37.22-12.73.23-73.13-52.36-0.23-104.18-102.20.27-73.53-59.09-0.02-104.26-101.870.75-88.37-93.92-0.23-104.18-102.22.50-84.9764.76
22Q4 (13)139-2.119.450.34-66.99183.330.65209.52182.613.0512.1310066.678.516.64-19.5729.342.8488.3212.0245.34358.785.50-69.53414.021.0254.55264.290.47-68.03193.756.45-71.9526.215.50-69.53414.02-8.21-24.3081.69
22Q3 (12)1420.07.581.0318.391036.360.21-46.15223.532.7260.953122.227.98-23.05-4.6628.5328.92123.248.2711.16392.2318.0555.2927.980.66-14.29375.01.4718.551080.022.9563.581534.3818.0555.2927.98-8.4612.90-20.37
22Q2 (11)1427.587.580.877.41495.450.395.411200.01.69108.648350.010.376.1419.7522.134.8832.837.449.73947.8911.6311.19415.180.7716.671183.331.2415.89527.5914.0313.79542.5911.6311.19415.18-0.76291.2033.14
22Q1 (10)1323.9414.780.81575.0189.290.3760.8768.180.812600.0189.299.77-7.6610.0221.1035.437.936.78158.7880.3210.46877.57221.850.66135.71100.01.07568.75234.3812.331097.09230.5610.46877.57221.859.37392.05148.08
21Q4 (9)127-3.7913.390.12209.09101.40.23235.29-85.060.03133.33100.3410.5826.49.9815.5821.91-12.522.62192.58431.651.07149.08101.060.28216.67450.00.16206.67101.671.03164.37100.841.07149.08101.0611.52129.55-215.69
21Q3 (8)1320.017.86-0.1150.0-191.67-0.17-666.67-160.71-0.09-550.072.738.37-3.35-4.8912.78-23.29-42.77-2.83-498.59-158.11-2.1840.92-292.92-0.24-500.0-155.81-0.1548.28-215.38-1.6049.53-193.57-2.1840.92-292.92-2.92-64.28-376.51
21Q2 (7)13214.787.32-0.22-178.57-450.00.03-86.36-82.350.02-92.86104.558.66-2.486.9116.66-14.78-27.850.71-81.12-80.22-3.69-213.54-450.750.06-81.82-79.31-0.29-190.62-480.0-3.17-184.99-8025.0-3.69-213.54-450.75-5.08-37.65-86.03
21Q1 (6)1152.682.680.28103.26170.00.22-85.71162.860.28103.15170.08.88-7.6964.1419.559.7743.123.76575.95136.973.25103.23140.570.33512.5160.00.32103.34172.733.73103.02141.493.25103.23140.570.81-3573.37182.15
20Q4 (5)1120.00.0-8.58-7250.0-6028.571.54450.0516.0-8.90-2596.97-5833.339.629.3248.9217.81-20.24-37.88-0.79-116.22-110.81-100.53-8996.46-3477.58-0.08-118.6-117.02-9.57-7461.54-5881.25-123.33-7312.28-15125.93-100.53-8996.46-3477.58--0.00
20Q3 (4)112-8.940.00.12400.00.00.2864.710.0-0.3325.00.08.88.640.022.33-3.290.04.8735.650.01.13268.660.00.4348.280.00.13360.00.01.714175.00.01.13268.660.0--0.00
20Q2 (3)1239.820.0-0.0490.00.00.17148.570.0-0.44-10.00.08.149.720.023.0969.030.03.59135.30.0-0.6791.640.00.29152.730.0-0.0588.640.00.04100.440.0-0.6791.640.0--0.00
20Q1 (2)1120.00.0-0.40-185.710.0-0.35-240.00.0-0.40-166.670.05.41-16.250.013.66-52.350.0-10.17-239.120.0-8.01-185.050.0-0.55-217.020.0-0.44-175.00.0-8.99-1009.880.0-8.01-185.050.0--0.00
19Q4 (1)1120.00.0-0.140.00.00.250.00.0-0.150.00.06.460.00.028.670.00.07.310.00.0-2.810.00.00.470.00.0-0.160.00.0-0.810.00.0-2.810.00.0--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)
2024/103.7-9.87-1.4735.817.6611.91N/A-
2024/94.110.189.5132.118.8212.260.74-
2024/84.11.2710.4928.08.7311.30.8-
2024/74.0528.5613.8723.898.4310.930.83-
2024/63.15-15.58-0.1419.847.3810.480.91-
2024/53.733.727.116.698.9310.550.91-
2024/43.611.594.0812.969.479.111.05-
2024/33.2241.03-5.339.3611.699.361.04-
2024/22.29-40.68-15.936.1423.359.241.05-
2024/13.8524.2670.643.8570.6410.540.92市場需求復甦
2023/123.1-13.536.1539.958.9210.450.88-
2023/113.59-4.615.4536.857.1211.10.83-
2023/103.760.1721.3533.266.2911.220.82-
2023/93.751.0854.5529.54.6311.020.762022年市場拉貨動能低,筆電庫存高;2023年市場需求復甦,筆電庫存持續降低
2023/83.714.3727.5625.75-0.0610.420.8-
2023/73.5612.7230.1222.04-3.5810.20.82-
2023/63.15-9.459.1118.48-8.1610.10.9-
2023/53.480.79-7.815.32-11.0510.350.88-
2023/43.461.49-4.3811.84-11.979.580.95-
2023/33.4125.25-5.088.38-14.768.381.31-
2023/22.7220.390.984.98-20.327.261.52-
2023/12.26-0.84-36.462.26-36.467.641.44-
2022/122.28-26.66-40.4236.67-0.028.481.38-
2022/113.110.27-17.7734.44.678.631.35-
2022/103.127.58-1.4731.297.588.441.38-
2022/92.43-16.57-17.6528.198.688.071.29-
2022/82.916.4711.2225.7612.068.531.22-
2022/72.73-5.47-1.7822.8512.169.41.11-
2022/62.89-23.499.1520.1214.3710.290.77-
2022/53.784.5345.5917.2315.310.980.72-
2022/43.620.755.8513.458.939.90.8-
2022/33.5933.2613.259.8410.119.840.78-
2022/22.69-24.2516.56.258.3810.070.76-
2022/13.55-7.022.943.552.9411.160.68-
2021/123.821.2211.4436.6816.0510.740.68-
2021/113.7820.1419.8632.8616.619.870.74-
2021/103.146.627.5729.0816.28.710.84-
2021/92.9512.691.2625.9417.348.350.9-
2021/82.62-5.97-3.9522.9919.788.050.93-
2021/72.785.05-7.9520.3823.718.030.93-
2021/62.652.040.7117.5930.838.660.85-
2021/52.6-24.01.3914.9438.159.180.8-
2021/43.427.817.5112.3549.558.890.82-
2021/33.1737.0854.488.9366.968.930.78疫情影響,NB需求增加
2021/22.31-33.0770.145.7674.729.20.76因疫情關係,客戶需求增加
2021/13.450.6577.933.4577.9310.040.7因疫情關係,客戶需求增加
2020/123.438.8770.9131.6141.019.50.6因疫情關係,客戶需求增加
2020/113.157.8242.9528.1838.078.990.64-
2020/102.920.3730.0625.0337.488.560.67-
2020/92.916.8828.6222.1138.538.660.75-
2020/82.72-9.8929.9319.1940.178.380.77-
2020/73.0214.9550.9416.4742.028.210.79因疫情關係,客戶需求增加
2020/62.632.7225.6913.4540.168.10.77-
2020/52.56-11.9127.9310.8244.197.520.83-
2020/42.9141.7189.48.2650.116.320.98疫情影響,NB需求增加
2020/32.0550.9897.845.3534.95.351.18疫情影響,NB需求增加
2020/21.36-30.0140.643.312.635.311.19-
2020/11.94-3.31-1.141.94-1.146.151.02-
2019/122.01-8.9316.0722.425.380.0N/A-
2019/112.2-1.893.1720.414.430.0N/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)1422.162.82-7.242.6061.4939.969.1226.275.4212.0241.2510.00-11.434.853.855.060.44.01-5.42
2022 (9)1399.453.0410033.331.61419.3536.620.3324.9254.218.51615.1311.2903.12609.095.0416700.04.2410500.0
2021 (8)12713.390.0300.31-81.2136.514.2816.16-17.931.19310.34-0.2700.44388.890.0300.040
2020 (7)1120.0-8.9001.652257.1431.9442.6519.69-19.50.29-80.92-31.5100.09-73.53-12.20-9.930
2019 (6)11213.13-0.1500.07-94.7422.395.3224.46-23.21.52-88.28-1.0200.34-87.680.07-97.8-0.170
2018 (5)997.612.3560.961.33-2.9221.2621.8331.85-1.712.97-0.9211.0342.692.7621.053.1890.422.3574.07
2017 (4)920.01.4643.141.3773.4217.4519.0332.4016.3813.0947.247.7319.292.2875.381.6749.111.3542.11
2016 (3)92-1.081.0200.79014.6617.0927.84135.538.8906.4801.301.1200.950
2015 (2)9319.23-1.110-0.81012.52-15.2911.82-50.85-8.800-8.190-1.10-0.960-1.030
2014 (1)780.01.3220.00.46-8.014.7816.3824.0506.2807.0500.93-12.261.36.561.0419.54

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