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)670.01.520.90-42.31287.51.25-16.1110.623.3337.6250.5313.732.69-11.2511.72-35.64-2.257.24-22.4828.144.38-43.63477.590.99-20.835.620.6-42.31287.55.47-43.08511.284.38-43.63477.595.4719.5513.58
24Q2 (19)670.01.521.5681.4143.751.4943.27-36.322.42181.468.0613.378.26-24.0818.2136.8144.529.3437.76-5.087.7766.74222.411.2548.81-27.751.0479.31147.629.6164.84190.337.7766.74222.417.4652.1387.19
24Q1 (18)671.521.520.8622.867.51.04131.11-9.570.86-47.887.512.356.65-32.5113.3152.1130.366.78192.2436.974.6665.8461.250.84104.88-7.690.5823.49.435.8353.8361.54.6665.8461.25-9.25134.3435.47
23Q4 (17)660.00.00.70245.83-62.160.45-60.18-25.01.6573.68-70.811.58-25.15-21.868.75-27.02-25.472.32-58.9429.612.81342.24-66.020.41-43.8457.690.47246.88-61.793.79384.96-48.712.81342.24-66.02-18.6535.42-55.95
23Q3 (16)660.00.0-0.48-175.0-160.761.13-51.71-50.220.95-34.03-75.015.47-12.15-9.811.99-4.84-28.885.65-42.58-53.8-1.16-148.13-138.160.73-57.8-65.24-0.32-176.19-161.54-1.33-140.18-120.85-1.16-148.13-138.16-7.96-97.5025.89
23Q2 (15)660.00.00.64-20.0-63.642.34103.48-9.31.4480.0-52.3217.61-3.773.2812.6023.41-32.769.8498.79-17.242.41-16.61-64.661.7390.11-14.780.42-20.75-63.793.31-8.31-61.152.41-16.61-64.669.86-38.3897.58
23Q1 (14)660.00.00.80-56.76-36.511.1591.67-38.50.80-85.84-36.5118.323.4821.5910.21-13.03-33.74.95176.54-48.762.89-65.05-47.640.91250.0-37.240.53-56.91-36.143.61-51.15-47.682.89-65.05-47.644.9538.719.05
22Q4 (13)660.00.01.85134.1858.120.60-73.57-44.955.6548.6823.6314.82-13.59-0.1311.74-30.37-16.21.79-85.36-71.278.27172.0459.960.26-87.62-71.741.23136.5459.747.3915.8314.228.27172.0459.96-6.5039.54-42.79
22Q3 (12)660.00.00.79-55.11-30.72.27-12.02124.753.8025.8311.7617.150.599.6516.86-10.0338.7712.232.86120.763.04-55.43-36.42.13.45141.380.52-55.17-30.676.38-25.126.873.04-55.43-36.46.94-7.7112.97
22Q2 (11)660.00.01.7639.6866.042.5837.97290.913.02139.6833.6317.0513.290.5918.7421.6991.8111.8923.08222.226.8223.5566.342.0340.0222.221.1639.7665.718.5223.4863.226.8223.5566.347.3523.6854.77
22Q1 (10)660.00.01.267.695.01.8771.5657.141.26-72.435.015.051.42-2.0215.409.9220.979.6655.0647.715.526.777.391.4557.6143.560.837.795.066.906.656.815.526.777.39-1.855.1639.74
21Q4 (9)660.00.01.172.6395.01.097.92336.04.5734.4143.7114.84-5.1228.614.0115.3159.26.2312.45167.385.178.1650.730.925.75240.740.772.6792.56.478.3849.775.178.1650.73-6.435.0930.48
21Q3 (8)660.00.01.147.5526.671.0153.0353.033.4050.4431.7815.64-7.7325.5212.1524.36-3.035.5450.1415.94.7816.590.840.8738.145.00.757.1427.125.9714.370.04.7816.590.841.31-2.064.25
21Q2 (7)660.01.541.06-11.67-4.50.66-44.54-15.382.2688.3334.5216.9510.3523.369.77-23.25-16.783.69-43.58-27.084.10-20.23-22.50.63-37.62-8.70.7-11.39-4.115.22-19.2-20.554.10-20.23-22.521.7344.16165.73
21Q1 (6)660.00.01.20100.0110.531.19376.085.941.20-62.26110.5315.3633.128.1112.7344.6618.976.54180.6947.35.1449.8564.741.01274.0790.570.7997.5113.516.4649.5464.85.1449.8564.7412.8633.34156.94
20Q4 (5)660.00.00.60-33.33-20.00.25-62.12-7.413.1823.2614.811.54-7.386.078.80-29.77-25.172.33-51.26-20.753.43-27.64-24.120.27-55.0-15.620.4-32.2-18.374.32-27.64-25.263.43-27.64-24.12--0.00
20Q3 (4)661.540.00.90-18.920.00.66-15.380.02.5853.570.012.46-9.320.012.536.730.04.78-5.530.04.74-10.40.00.6-13.040.00.59-19.180.05.97-9.130.04.74-10.40.0--0.00
20Q2 (3)65-1.520.01.1194.740.00.7821.880.01.68194.740.013.7414.60.011.749.720.05.0613.960.05.2969.550.00.6930.190.00.7397.30.06.5767.60.05.2969.550.0--0.00
20Q1 (2)660.00.00.57-24.00.00.64137.040.00.57-79.420.011.9910.20.010.70-9.010.04.4451.020.03.12-30.970.00.5365.620.00.37-24.490.03.92-32.180.03.12-30.970.0--0.00
19Q4 (1)660.00.00.750.00.00.270.00.02.770.00.010.880.00.011.760.00.02.940.00.04.520.00.00.320.00.00.490.00.05.780.00.04.520.00.0--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)
2024/114.550.848.8948.53-19.4213.56N/A-
2024/104.510.28-3.243.98-21.5313.65N/A-
2024/94.5-3.04-8.4639.46-23.1913.732.08-
2024/84.641.07-12.734.96-24.7513.752.07-
2024/74.591.68-12.3530.32-26.3113.852.06-
2024/64.52-4.74-9.8825.73-28.3413.372.27-
2024/54.7415.11-19.0221.21-31.3412.962.34-
2024/44.120.3-38.9416.47-34.2211.392.66-
2024/34.1129.7-36.5212.35-32.4812.352.47-
2024/23.17-37.71-39.948.25-30.2710.992.78-
2024/15.0885.37-22.495.08-22.4912.02.54-
2023/122.74-34.4-40.7462.96-1.7211.583.08-
2023/114.18-10.36-18.3560.221.313.762.59-
2023/104.66-5.15-8.0856.043.1514.92.39-
2023/94.92-7.53-15.751.384.3115.472.59-
2023/85.321.48-3.5646.467.015.572.57-
2023/75.244.55-9.6841.158.5416.112.48-
2023/65.01-14.39-9.2535.9111.8317.612.17-
2023/55.85-13.27.8630.916.2119.072.01-
2023/46.744.2710.4725.0418.3618.482.07-
2023/36.4722.7113.318.321.5618.32.21-
2023/25.27-19.6125.8611.8326.6116.452.46-
2023/16.5641.7327.226.5627.2216.32.49-
2022/124.63-9.6116.5164.072.0214.822.67-
2022/115.120.892.6959.451.0416.022.47-
2022/105.07-13.01-13.854.330.8916.422.41-
2022/95.835.7730.3249.252.717.151.26-
2022/85.51-4.951.7343.42-0.1416.841.28-
2022/75.85.050.9337.91-0.416.751.29-
2022/65.521.755.7332.11-0.6417.051.34-
2022/55.43-11.1-11.0326.58-1.8717.241.32-
2022/46.116.948.4121.160.7816.01.43-
2022/35.7136.323.1115.05-2.0115.051.22-
2022/24.19-18.7512.379.34-4.913.311.38-
2022/15.1529.8-15.465.15-15.4614.111.31-
2021/123.97-20.3317.862.826.2714.841.59-
2021/114.98-15.318.5758.8326.8815.351.54-
2021/105.8931.5148.4553.8427.7115.781.49-
2021/94.48-17.42-7.1947.9625.5615.641.17-
2021/85.42-5.744.4943.4830.2916.391.12-
2021/75.7510.0547.6938.0628.517.071.08-
2021/65.22-14.39-6.0432.3225.5916.950.8-
2021/56.18.3352.8127.0934.3117.270.78因疫情擴散,帶動遠距經濟蓬勃發展,致5G網通、自動化控制及雲端邊緣運算需求大增;另全球晶片缺貨嚴重,故下游客戶拉貨力道強勁
2021/45.631.7134.5720.9929.7514.890.91-
2021/35.5448.5519.0915.3628.0715.360.95-
2021/23.73-38.878.159.8233.7513.191.1-
2021/16.180.8956.376.156.3713.671.07高階整合方案出貨量增加
2020/123.37-19.81-10.8749.7320.7511.541.13-
2020/114.26.0314.2546.3623.9512.991.0-
2020/103.96-17.7815.9742.1625.012.541.04-
2020/94.8228.5536.2638.1926.0212.460.99-
2020/83.75-3.618.5833.3724.6713.20.93-
2020/73.89-29.995.8129.6227.0513.440.91-
2020/65.5639.2462.125.7331.0313.740.75高階整合方案出貨量增加
2020/53.99-4.5813.5820.1724.4612.830.8-
2020/44.18-9.9819.616.1827.4712.280.83-
2020/34.6534.9135.3211.9930.4611.990.99-
2020/23.45-11.6275.277.3427.5711.131.07高階整合方案出貨量增加
2020/13.93.092.833.92.830.0N/A-
2019/123.782.7954.3541.19-0.10.0N/A高階整合方案出貨量增加
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)660.01.64-70.245.07-30.6462.96-1.7311.05-30.26.00-34.211.74-70.213.78-35.271.48-68.381.1-70.59
2022 (9)660.05.5123.547.3184.664.072.0215.8330.939.1267.345.8422.185.8470.764.6824.143.7424.67
2021 (8)660.04.4642.043.9669.2362.826.2812.099.815.4529.454.7813.813.4263.643.7744.443.043.54
2020 (7)660.03.1414.62.34-9.349.7320.7311.01-15.894.21-21.64.20-4.762.09-5.432.6113.482.0914.84
2019 (6)661.542.744.182.58-18.8741.19-0.113.09-6.15.37-14.354.412.562.21-14.672.33.141.822.82
2018 (5)651.562.634.373.1839.4741.237.913.9416.466.2727.74.300.02.5937.772.2312.061.777.93
2017 (4)641.592.52-2.332.288.5738.2123.2611.97-12.824.91-14.164.30-19.481.886.211.99-1.491.64-1.2
2016 (3)6310.532.58-23.212.10-28.5731.0-4.7613.73-10.325.72-22.185.34-10.11.77-25.942.02-14.041.66-13.99
2015 (2)573.643.367.012.9412.6432.552.0115.316.177.3510.365.948.392.3912.742.3510.851.9310.29
2014 (1)553.773.1414.62.6137.3731.9125.3814.4206.6605.4802.1233.332.1219.11.7519.86

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