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)841.27.691.32-51.47-61.521.05-14.63-58.335.6029.33-21.5725.6917.952.7219.41-9.21-21.14.61-12.19-56.394.30-58.45-59.961.183.51-55.31.1-51.33-59.115.48-49.63-57.354.30-58.45-59.9615.878.73154.75
24Q2 (19)831.226.412.7268.94-18.321.23324.141.654.33168.9416.0921.7813.797.7221.3816.51-1.575.25124.36-15.1910.3549.57-19.081.14153.33-8.82.2671.21-12.7410.8836.17-22.0110.3549.57-19.082.4266.62132.50
24Q1 (18)823.85.131.6164.29302.50.29-59.15-51.671.61-79.95302.519.14-8.9411.4118.35-17.27-2.652.34-34.45-39.696.9287.03278.140.45-40.0-32.841.3269.23325.817.9980.77188.456.9287.03278.14-12.45-3.57-65.49
23Q4 (17)791.281.280.98-71.4344.120.71-71.83-45.88.0312.4625.4721.02-15.9523.2822.18-9.84-4.43.57-66.23-49.03.70-65.5518.970.75-71.59-36.970.78-71.047.174.42-65.620.773.70-65.5518.973.87-34.2218.22
23Q3 (16)780.00.03.433.066.52.52108.264940.07.1491.4224.8325.0123.6932.8224.6013.2633.2610.5770.76514.5310.74-16.0325.912.64111.2725.02.693.8667.0812.85-7.8927.9910.74-16.0325.9120.69367.75104.97
23Q2 (15)780.00.03.33732.573.441.21101.6749.383.73832.51.9120.2217.699.321.7215.2319.676.1959.5475.3512.79598.9158.11.2586.5792.312.59735.4872.6713.95403.6175.6912.79598.9158.19.23345.6623.73
23Q1 (14)780.00.00.40-41.18-77.010.60-54.2-46.90.40-93.75-77.0117.180.76-13.4118.85-18.75-3.923.88-44.57-35.971.83-41.16-73.170.67-43.7-44.170.31-41.51-77.042.77-24.32-65.81.83-41.16-73.17-4.34-54.081232.90
22Q4 (13)780.04.00.68-66.99-67.921.312520.0-14.946.4011.8919.8517.05-9.45-30.2723.2025.6819.97.00306.988.363.11-63.54-52.151.19271.88-24.680.53-67.08-66.673.66-63.55-52.413.11-63.54-52.15-3.83-29.851213.09
22Q3 (12)780.05.412.067.2951.470.05-93.83-94.625.7256.2876.018.831.78-10.4618.461.714.711.72-51.27-62.938.535.4477.340.32-50.77-67.351.617.3359.4110.0426.4574.918.535.4477.34-2.488.81-61.08
22Q2 (11)780.09.861.9210.3450.00.81-28.32-13.833.66110.3484.8518.5-6.759.2718.15-7.49-3.663.53-41.75-27.818.0918.6251.50.65-45.83-21.691.511.1166.677.94-1.9842.818.0918.6251.5-12.80-3.79-27.47
22Q1 (10)784.09.861.74-17.92148.571.13-26.62105.451.74-67.42148.5719.84-18.8525.7319.621.42.726.06-6.1935.276.824.92117.21.2-24.0569.011.35-15.09170.08.105.3371.976.824.92117.2-1.2918.9819.48
21Q4 (9)751.3510.292.1255.88285.451.5465.5963.835.3464.3122.4824.4516.2648.9919.359.76-12.056.4639.224.76.5035.14185.091.5861.2256.441.5957.43329.737.6933.97114.86.5035.14185.0920.2431.0732.27
21Q3 (8)744.235.711.366.25-4.230.93-1.06-45.613.2564.14-15.821.0324.2221.9817.63-6.42-26.454.64-5.11-56.844.81-9.93-16.060.9818.07-47.031.0112.222.025.743.24-29.574.81-9.93-16.0615.7544.5534.92
21Q2 (7)710.016.391.2882.86-49.210.9470.91-46.891.98182.86-25.8416.937.296.0118.84-1.36-30.684.899.15-62.095.3470.06-44.610.8316.9-59.710.980.0-41.565.5618.05-57.915.3470.06-44.611.7355.0614.71
21Q1 (6)714.4122.410.7027.27677.780.55-41.49787.50.70-83.94677.7815.78-3.8475.3319.10-13.187.424.48-27.392047.833.1437.72441.380.71-29.73650.00.535.14900.04.7131.56340.193.1437.72441.38-4.32-17.00-43.26
20Q4 (5)68-2.8621.430.55-61.27-46.080.94-45.03-6.04.3612.9540.1916.41-4.8129.6222.00-8.22-2.316.17-42.6-11.862.28-60.21-50.01.01-45.4113.480.37-62.63-36.213.58-56.07-27.382.28-60.21-50.0--0.00
20Q3 (4)7014.750.01.42-43.650.01.71-3.390.03.8644.570.017.247.950.023.97-11.810.010.75-16.670.05.73-40.560.01.85-10.190.00.99-35.710.08.15-38.30.05.73-40.560.0--0.00
20Q2 (3)615.170.02.522700.00.01.772312.50.02.672866.670.015.9777.440.027.1852.870.012.905708.70.09.641562.070.02.0610400.00.01.542980.00.013.211134.580.09.641562.070.0--0.00
20Q1 (2)583.570.00.09-91.180.0-0.08-108.00.00.09-97.110.09.0-28.910.017.78-21.050.0-0.23-103.290.00.58-87.280.0-0.02-102.250.00.05-91.380.01.07-78.30.00.58-87.280.0--0.00
19Q4 (1)560.00.01.020.00.01.000.00.03.110.00.012.660.00.022.520.00.07.000.00.04.560.00.00.890.00.00.580.00.04.930.00.04.560.00.0--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)
2024/108.64-2.8611.7375.267.2826.5N/A-
2024/98.9-0.63-2.1866.616.7325.690.51-
2024/88.9614.345.9257.718.2524.030.55-
2024/77.838.15.048.768.6922.520.59-
2024/67.25-2.6510.7940.939.4221.780.57-
2024/57.444.910.1633.689.1321.160.58-
2024/47.097.12.4326.248.8518.40.67-
2024/36.6241.37-3.5719.1411.4419.140.69-
2024/24.69-40.191.1412.5221.4519.080.69-
2024/17.8319.4838.027.8338.0221.120.62-
2023/126.56-2.4827.8883.4312.4121.020.61-
2023/116.72-13.0718.976.8711.2623.560.55-
2023/107.74-14.9623.4970.1510.5825.290.51-
2023/99.17.5937.4962.419.1625.010.47-
2023/88.4513.3434.5353.315.4622.450.53-
2023/77.4614.0625.6844.861.3320.750.57-
2023/66.54-3.21-2.0337.4-2.4320.220.58-
2023/56.76-2.453.1230.86-2.5220.550.57-
2023/46.930.8231.4624.1-3.9918.430.64-
2023/36.8748.3-14.3317.18-13.4117.180.72-
2023/24.63-18.38-6.8110.31-12.7815.440.8-
2023/15.6810.7-17.115.68-17.1116.460.75-
2022/125.13-9.33-42.1474.21-5.0917.050.67-
2022/115.65-9.72-30.4769.09-0.3518.530.62-
2022/106.26-5.32-16.0363.433.6419.160.6-
2022/96.625.28-20.057.176.3718.830.64-
2022/86.285.89-2.7650.5511.1718.890.63-
2022/75.93-11.09-5.7444.2713.4819.160.63-
2022/66.681.8814.8338.3317.1918.50.73-
2022/56.5524.3518.6831.6617.719.840.68-
2022/45.27-34.3-5.8525.1117.4418.260.74-
2022/38.0261.3235.6819.8425.7119.840.66-
2022/24.97-27.443.8211.8219.7320.680.64-
2022/16.85-22.726.756.856.7523.840.55-
2021/128.868.9544.8878.233.3824.450.47-
2021/118.139.0359.1869.3332.0423.860.48NB市場暢旺,以及產能提升
2021/107.46-9.843.8561.229.1122.190.52-
2021/98.2727.9828.8453.7427.321.030.58-
2021/86.462.6314.9545.4727.0318.570.65-
2021/76.38.3121.0839.0129.2817.630.69-
2021/65.815.315.1532.7130.9916.930.76-
2021/55.52-1.364.5226.935.017.030.76-
2021/45.6-5.31-0.7921.3845.9914.960.86-
2021/35.9171.033.3515.7875.3215.780.61110年3月產線人力較充足,出貨量增
2021/23.46-46.11128.739.87116.0415.990.61去年2月疫情影響大陸延後復工
2021/16.414.87109.776.41109.7717.640.55疫情影響
2020/126.1219.756.8158.6221.3516.410.55疫情影響
2020/115.11-1.4617.6752.5118.2416.710.54-
2020/105.19-19.2217.3147.418.317.230.52-
2020/96.4214.1827.1542.2118.4217.240.48-
2020/85.628.1119.9335.7916.9815.870.52-
2020/75.23.0120.0330.1716.4515.530.54-
2020/65.05-4.4116.9324.9715.7315.970.45-
2020/55.28-6.3831.119.9215.4315.350.47-
2020/45.6427.2868.5414.6410.6611.580.62因疫情影響,異地上班,筆電需求增加所致
2020/34.43193.3115.119.0-8.939.00.62-
2020/21.51-50.58-25.84.57-24.288.470.66-
2020/13.06-21.59-23.513.06-23.5111.30.49-
2019/123.9-10.172.548.3110.440.0N/A-
2019/114.34-1.762.4444.4111.20.0N/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)791.287.6929.035.0452.7383.4312.4222.1111.786.3740.317.6313.545.3157.577.4433.096.3627.45
2022 (9)784.05.9614.43.30-16.4674.21-5.119.785.614.54-13.196.7231.253.37-17.65.5917.194.9924.75
2021 (8)7510.295.2122.883.95-9.478.233.418.73-19.755.23-37.515.121.594.09-16.534.7713.574.035.59
2020 (7)6821.434.2437.224.36111.6558.6221.3423.3420.438.3772.585.0438.844.9109.44.277.222.9568.57
2019 (6)565.663.09291.142.062475.048.3110.4519.3830.154.85463.953.63274.232.34515.792.37229.171.75316.67
2018 (5)53-1.850.79618.180.08-91.443.7412.1314.89-11.370.86-59.050.97546.670.38-53.660.72620.00.42600.0
2017 (4)5412.50.11-95.750.93-3.1239.0110.2916.80-10.882.10-31.370.15-95.550.82-24.070.1-93.460.06-95.24
2016 (3)48-2.042.5900.96035.3728.5218.8533.43.0603.3701.0801.5301.260
2015 (2)490.0-0.730-1.23027.52-9.2614.13-5.04-4.010-1.320-1.10-0.430-0.360
2014 (1)490.00.130-0.38030.335.1714.880-1.1800.060-0.3600.0200.060

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