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)720.00.0-1.11-5650.0-346.67-0.86-290.91-2050.0-1.00-1009.09-166.238.46-13.5-22.126.02-19.29-8.44-10.11-819.09-1938.18-9.71-32266.67-507.98-0.86-681.82-1533.33-0.8-4100.0-350.0-12.27-1673.08-422.05-9.71-32266.67-507.98-11.72-2863.89-120.46
24Q2 (19)720.00.00.02-77.78-96.43-0.2250.0-320.00.1122.22-89.629.78-9.94-13.632.247.368.01-1.1059.26-173.33-0.0383.33-100.91-0.1162.07-164.710.02-71.43-95.00.78-8.24-82.27-0.0383.33-100.91-4.4656.11-77.38
24Q1 (18)720.01.410.09190.0-82.0-0.44-204.76-186.270.09-93.57-82.010.861.02-0.0930.03-7.6-9.79-2.70-183.59-170.5-0.1852.63-105.96-0.29-182.86-169.050.07187.5-80.560.85357.58-77.15-0.1852.63-105.960.0133.89472.62
23Q4 (17)720.01.41-0.10-122.22-137.040.421150.0-26.321.40-7.28225.5810.75-1.017.8232.5014.361.563.23487.27-0.62-0.38-115.97-118.720.35483.339.38-0.08-125.0-142.11-0.33-108.66-132.35-0.38-115.97-118.72-2.53-70.93505.00
23Q3 (16)720.01.410.45-19.64-6.25-0.04-140.091.841.5142.45843.7510.86-4.0644.6128.42-4.79-10.710.55-63.33117.862.38-28.1-31.610.06-64.71126.090.32-20.0-8.573.81-13.41-38.352.38-28.1-31.610.04-3.82-110.19
23Q2 (15)721.411.410.5612.02700.00.10-80.39138.461.06112.0431.2511.324.1453.1829.85-10.33-1.911.50-60.84161.483.319.6358.590.17-59.52194.440.411.113900.04.4018.281995.243.319.6358.596.5848.59-45.46
23Q1 (14)710.00.00.5085.19247.060.51-10.53152.580.5016.28247.0610.879.0354.433.294.0323.533.8317.85142.943.0248.77193.210.4231.25166.670.3689.47250.03.72264.71256.963.0248.77193.2120.8920.72102.90
22Q4 (13)710.00.00.27-43.752600.00.57216.33171.430.43168.75-85.959.9732.7617.5732.000.53-2.773.25205.52712.52.03-41.676866.670.32239.13966.670.19-45.711800.01.02-83.5179.692.03-41.676866.6717.191128.1263.94
22Q3 (12)710.00.00.482300.0300.0-0.49-88.46-248.480.16150.0-94.747.511.62-15.931.834.62.51-3.08-26.23-202.333.48371.872576.92-0.23-27.78-185.190.353400.0288.896.182842.86344.63.48371.872576.923.291202.94-7.63
22Q2 (11)710.09.230.02105.88-98.04-0.2673.2-119.55-0.325.88-109.947.394.97-32.8230.4312.91-12.73-2.4472.65-122.87-1.2860.49-121.48-0.1871.43-115.380.01104.17-98.480.21108.86-97.36-1.2860.49-121.48-6.01-1697.06-244.35
22Q1 (10)710.09.23-0.34-3500.0-115.45-0.97-561.9-146.63-0.34-111.11-115.457.04-16.98-49.7926.95-18.11-25.72-8.92-2330.0-166.87-3.24-10700.0-131.86-0.63-2200.0-133.69-0.24-2500.0-116.9-2.37-85.16-118.57-3.24-10700.0-131.86-11.01-1795.84-299.13
21Q4 (9)710.09.230.01-91.67-99.330.21-36.36-85.713.060.66-56.668.48-5.04-34.0632.915.99-10.520.40-86.71-95.96-0.03-123.08-100.370.03-88.89-97.640.01-88.89-98.97-1.28-192.09-113.94-0.03-123.08-100.37-11.93-89.95-55.77
21Q3 (8)719.239.230.12-88.24-96.270.33-75.19-89.293.04-5.59-45.238.93-18.82-45.6231.05-10.95-19.973.01-71.79-82.780.13-97.82-99.030.27-76.92-90.590.09-86.36-95.691.39-82.54-91.680.13-97.82-99.03-20.18-70.94-55.62
21Q2 (7)650.00.01.02-53.64-51.21.33-36.06-31.093.2246.3638.7911.0-21.54-18.9434.87-3.89-6.6610.67-20.01-19.895.96-41.4-43.241.17-37.43-35.360.66-53.52-51.477.96-37.62-39.385.96-41.4-43.24-6.26-3.482.72
21Q1 (6)650.0-1.522.2046.67856.522.0841.5420.02.20-68.84856.5214.029.0244.8336.28-1.365.4713.3434.88294.6710.1725.87784.351.8747.24466.671.4246.39846.6712.7639.0544.4410.1725.87784.35-6.33-3.38-5.39
20Q4 (5)650.0-1.521.50-53.42650.01.47-52.27267.57.0627.21451.5612.86-21.6828.8636.78-5.2123.599.89-43.42320.858.08-39.48648.151.27-55.75452.170.97-53.59646.159.18-45.061175.08.08-39.48648.15--0.00
20Q3 (4)650.00.03.2254.070.03.0859.590.05.55139.220.016.4221.00.038.803.850.017.4831.230.013.3527.140.02.8758.560.02.0953.680.016.7127.270.013.3527.140.0--0.00
20Q2 (3)65-1.520.02.09808.70.01.93382.50.02.32908.70.013.5740.190.037.368.60.013.32294.080.010.50813.040.01.81448.480.01.36806.670.013.13563.130.010.50813.040.0--0.00
20Q1 (2)660.00.00.2315.00.00.400.00.00.23-82.030.09.68-3.010.034.4015.590.03.3843.830.01.156.480.00.3343.480.00.1515.380.01.98175.00.01.156.480.0--0.00
19Q4 (1)660.00.00.200.00.00.400.00.01.280.00.09.980.00.029.760.00.02.350.00.01.080.00.00.230.00.00.130.00.00.720.00.01.080.00.0--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)
2024/103.7522.423.6532.73-11.039.45N/A-
2024/93.0615.92-18.2828.99-12.638.242.16-
2024/82.644.01-27.3125.93-11.918.642.06-
2024/72.54-26.72-28.2223.28-9.749.181.94-
2024/63.469.11-15.0720.75-6.89.851.91-
2024/53.17-1.15-9.5217.28-4.9510.031.88-
2024/43.21-11.83-15.0414.11-3.8510.111.87-
2024/33.6412.09-10.2410.890.0210.891.6-
2024/23.25-18.770.537.256.1210.521.65-
2024/14.022.4311.154.011.1511.331.54-
2023/123.27-19.54-8.3144.1237.310.951.54-
2023/114.0612.366.4140.8543.011.421.48-
2023/103.62-3.4932.8236.7948.6410.991.53-
2023/93.753.149.1333.1850.5910.921.71市場需求回升,致使營收較去年同期增加。
2023/83.632.7146.3929.4350.7811.251.66市場需求回升,致使營收較去年同期增加。
2023/73.54-13.340.2725.851.4211.131.68市場需求回升,致使營收較去年同期增加。
2023/64.0816.2531.6622.2653.3611.371.33市場需求回升,致使營收較去年同期增加。
2023/53.51-7.1852.0918.1859.2411.351.33市場需求回升,致使營收較去年同期增加。
2023/43.78-6.8586.4214.6761.0511.071.37市場需求回升,致使營收較去年同期增加。
2023/34.0625.5584.410.8953.7910.891.12市場需求回升,致使營收較去年同期增加.
2023/23.23-10.272.16.8339.9910.41.18市場需求回升,致使營收較去年同期增加。
2023/13.60.9919.93.619.910.981.11-
2022/123.56-6.6134.5332.13-24.8210.11.32-
2022/113.8240.2327.028.57-28.749.051.47-
2022/102.728.36-9.4724.75-33.267.721.72-
2022/92.511.2-13.3622.03-35.367.512.05-
2022/82.48-1.57-18.4619.52-37.48.11.9-
2022/72.52-18.62-16.4717.04-39.457.931.95-
2022/63.134.297.9114.52-42.217.432.12-
2022/52.3113.76-42.3311.42-48.686.542.42-
2022/42.03-7.86-51.429.11-50.086.112.59市場需求觀望下,致使營收較去年同期減少。
2022/32.217.18-47.197.08-49.687.082.3-
2022/21.88-37.43-54.14.88-50.727.532.16因工作天數減少及市場顯卡短缺所致。
2022/13.013.31-48.343.0-48.348.661.88-
2021/122.65-11.83-34.842.74-19.018.661.87-
2021/113.01-0.04-30.6940.1-17.78.911.81-
2021/103.013.7-34.5837.09-16.438.951.81-
2021/92.9-4.75-44.9534.08-14.338.961.69-
2021/83.040.83-41.831.18-9.668.931.7-
2021/73.025.13-49.3528.14-3.929.891.53因市場顯卡短缺及運費高漲,造成客戶出貨放緩所致。
2021/62.87-28.23-49.7525.127.6711.051.37因市場顯卡短缺及運費高漲造成客戶出貨放緩所致
2021/54.0-4.16-17.9522.2526.312.341.23-
2021/44.170.1438.718.2543.2512.441.22-
2021/34.171.8545.5714.0744.6514.071.03-
2021/24.09-29.5831.789.9144.2713.971.04-
2021/15.8143.0354.595.8154.5914.211.02主要係客戶需求增加所致
2020/124.06-6.2827.0152.7830.0613.01.11-
2020/114.34-5.6426.148.7230.3314.21.01-
2020/104.6-12.7433.2944.3830.7515.090.95-
2020/95.270.7155.7839.7930.4716.460.66因在家工作增加,以致對產品需求增加。
2020/85.23-12.2447.4134.5227.3116.90.65-
2020/75.964.2985.2329.2924.2816.550.66因在家工作仍持續增加產品需求所致
2020/65.7117.1652.2123.3314.6513.60.73因在家工作持續增加產品需求所致
2020/54.8862.0251.917.626.1510.750.92因在家工作增加產品需求所致。
2020/43.015.1-1.7812.74-4.828.981.1-
2020/32.86-7.79-22.859.73-5.729.731.02-
2020/23.11-17.392.566.873.910.070.99-
2020/13.7617.525.033.765.0310.40.96-
2019/123.2-6.9513.840.583.720.0N/A-
2019/113.44-0.264.0837.382.940.0N/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)721.411.40225.580.99043.837.2631.001.712.2702.10377.270.9901.28212.21.0222.58
2022 (9)710.00.43-85.81-1.14031.91-24.7930.48-10.72-2.2400.44-91.08-0.7200.41-84.70.31-85.71
2021 (8)719.233.03-56.713.94-42.7342.43-19.2334.14-8.037.89-33.974.93-45.73.35-46.662.68-54.582.17-52.52
2020 (7)65-1.527.00451.186.88394.9652.5330.2537.1223.011.95366.89.08349.56.28509.715.9562.924.57437.65
2019 (6)661.541.27-36.821.39-17.2640.333.8930.18-9.262.56-29.282.02-42.121.03-26.950.89-41.450.85-36.09
2018 (5)651.562.0112.921.68-0.5938.8211.4933.26-3.173.62-7.653.491.161.412.921.5216.031.3314.66
2017 (4)640.01.7839.061.6944.4434.8212.834.350.593.9257.433.4532.181.3777.921.3177.031.1641.46
2016 (3)64-3.031.28212.21.17178.5730.8717.234.156.992.49678.132.61218.290.77755.560.741380.00.82203.7
2015 (2)661.540.41-25.450.42-2.3326.34-10.0731.923.870.32-73.550.82-21.90.09-74.290.05-87.180.27-22.86
2014 (1)653.170.5500.43029.29-4.0330.7301.2101.0500.3500.3900.350

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