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)3011.1115.380.16155.17134.04-0.2033.33-17.65-0.5627.27-3.70.16100.0100.030.11-22.12-55.96-41.1867.6632.3927.90125.52118.63-0.0730.0-40.00.05162.5141.6727.90125.52118.6327.90125.52118.6321.0597.99-8.34
24Q2 (19)273.853.85-0.2940.82-222.22-0.30-50.0-76.47-0.77-57.14-1000.00.08-57.89300.038.66109.652201.19-127.33-287.4961.42-109.31-52.269.42-0.1-66.67-66.67-0.0838.46-300.0-109.31-52.2632.01-109.31-52.269.42-60.32-73.71-51.92
24Q1 (18)260.00.0-0.49-188.24-2550.0-0.20-53.85-17.65-0.4930.99-2550.00.19-62.75280.018.4410.82-44.72-32.86-283.8873.01-71.79-594.97-654.36-0.06-50.00.0-0.13-160.0-1400.0-71.79-594.97-654.36-71.79-594.97-654.36237.38-62.21-15.16
23Q4 (17)260.00.0-0.1763.8378.75-0.1323.5343.48-0.71-31.4883.370.51537.5750.016.64-75.66-66.1-8.5685.9591.86-10.3393.197.07-0.0420.033.33-0.0558.3376.19-10.3393.197.07-10.3393.197.07418.75-179.2011.77
23Q3 (16)260.00.0-0.47-422.2222.95-0.170.048.48-0.54-671.4384.480.08300.0166.6768.373969.64137.31-60.9181.5579.68-149.75-24.0969.59-0.0516.6750.0-0.12-500.025.0-149.756.8569.59-149.75-24.0969.59120.00-486.110.00
23Q2 (15)260.00.0-0.09-550.095.43-0.170.048.48-0.07-450.097.560.02-60.0-60.01.68-94.96-93.88-330.08-171.11-77.67-120.68-1031.8988.36-0.060.033.33-0.02-300.096.08-160.77-1341.4784.24-120.68-1031.8988.36-38.34-223.7513.04
23Q1 (14)260.00.00.02102.5102.22-0.1726.0937.040.02100.47102.220.05-16.67-44.4433.36-32.0441.78-121.75-15.72-48.112.95103.67105.22-0.060.025.00.01104.76104.3512.95103.67105.2212.95103.67105.2241.6635.6728.20
22Q4 (13)260.00.0-0.80-31.1545.21-0.2330.3-200.0-4.27-22.7-559.140.06100.020.049.0970.3924.4-105.2164.89-168.75-352.5328.448.8-0.0640.0-175.0-0.21-31.2544.74-352.5328.447.31-352.5328.448.830.0018.9515.15
22Q3 (12)260.00.0-0.6169.04-183.56-0.330.057.14-3.48-21.25-245.00.03-40.0-50.028.815.03-6.67-299.69-61.3130.97-492.3952.51-257.46-0.1-11.1161.54-0.1668.63-184.21-492.3951.75-283.49-492.3952.51-257.46-42.22-24.92-11.11
22Q2 (11)260.0-27.78-1.97-118.89-253.91-0.33-22.2229.79-2.87-218.89-337.190.05-44.440.027.4316.57152.11-185.78-125.989.36-1036.91-318.36-203.56-0.09-12.50.0-0.51-121.74-210.87-1020.40-311.7-191.37-1036.91-318.36-203.5617.78-40.27-119.80
22Q1 (10)260.0-27.78-0.9038.36-1185.71-0.27-217.3927.03-0.90-196.77-1185.710.0980.0200.023.53-40.37201.95-82.21-153.7278.94-247.8564.01-157.88-0.08-200.027.27-0.2339.47-666.67-247.8562.95-157.88-247.8564.01-157.8831.66-130.82-43.76
21Q4 (9)260.0-27.78-1.46-300.0-868.420.23129.87176.670.93-61.25152.250.05-16.67-16.6739.4627.83187.19153.03135.25203.38-688.59-320.2-720.460.08130.77188.89-0.38-300.0-642.86-669.05-349.32-657.03-688.59-320.2-720.461.66-171.4933.02
21Q3 (8)26-27.78-27.780.73-42.97207.35-0.77-63.83-45.282.4098.35221.830.0620.0-53.8530.87183.73889.51-434.12-111.81-450.91312.71-68.77262.45-0.26-188.89-160.00.19-58.7179.17268.35-75.97290.9312.71-68.77262.4543.34942.80-45.43
21Q2 (7)360.00.01.281928.572660.0-0.47-27.03-74.071.211828.57193.80.0566.67-92.3110.88147.14318.46-204.9647.49-1866.991001.231141.7537882.26-0.0918.18-28.570.461633.332400.01116.801262.062491.061001.231141.7537882.268.34895.87-25.18
21Q1 (6)360.00.0-0.07-136.8494.35-0.37-23.33-85.0-0.0796.0794.350.03-50.0-95.65-23.08-267.98-342.69-390.35-163.71-4460.16-96.11-186.6-49.4-0.11-22.22-83.33-0.03-142.8693.18-96.11-180.02-50.69-96.11-186.6-49.4-51.92-4.4510.04
20Q4 (5)360.00.00.19127.94-51.28-0.3043.440.0-1.789.64-20.270.06-53.85-86.3613.74451.41245.55-148.02-87.84-294.83110.98157.65251.31-0.0910.047.060.07129.17-50.0120.11185.44320.85110.98157.65251.31--0.00
20Q3 (4)360.00.0-0.68-1260.00.0-0.53-96.30.0-1.97-52.710.00.13-80.00.0-3.91-250.380.0-78.80-656.240.0-192.50-7164.150.0-0.1-42.860.0-0.24-1100.00.0-140.57-7753.070.0-192.50-7164.150.0--0.00
20Q2 (3)360.00.0-0.0595.970.0-0.27-35.00.0-1.29-4.030.00.65-5.80.02.60-72.660.0-10.42-21.730.0-2.6595.880.0-0.07-16.670.0-0.0295.450.0-1.7997.190.0-2.6595.880.0--0.00
20Q1 (2)360.00.0-1.24-417.950.0-0.2060.00.0-1.2416.220.00.6956.820.09.51200.740.0-8.5677.170.0-64.33-303.640.0-0.0664.710.0-0.44-414.290.0-63.78-323.480.0-64.33-303.640.0--0.00
19Q4 (1)360.00.00.390.00.0-0.500.00.0-1.480.00.00.440.00.0-9.440.00.0-37.490.00.031.590.00.0-0.170.00.00.140.00.028.540.00.031.590.00.0--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)
2024/100.04-35.83-68.710.4773.620.16N/A因產品結構調整、致本月營收較去年同期減少累計營收較去年同期增加。
2024/90.0616.08-1.710.43203.090.160.5因產品結構調整、致本期累計營收較去年同期增加。
2024/80.0523.96766.770.37371.50.130.59因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/70.0419.85765.010.31336.980.10.79因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/60.0475.32447.520.27304.470.081.23因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/50.02-13.35162.670.23288.60.170.57因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/40.02-81.46373.220.21307.720.180.57因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/30.13507.871255.480.19300.630.190.53因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/20.02-42.3225.670.0656.110.420.24因產品結構調整、致本月及本期累計營收較去年同期增加。
2024/10.04-89.7381.370.0481.370.420.24因產品結構調整、致本月及本期累計營收較去年同期增加。
2023/120.361513.33989.030.65181.580.510.02因產品結構調整、致本月及本期累計營收較去年同期增加。
2023/110.02-82.6952.240.2947.360.220.05因產品結構調整、致本月及本期累計營收較去年同期增加。
2023/100.13101.561145.70.2746.980.20.05因產品結構調整、致本月及本期累計營收較去年同期增加。
2023/90.06923.8468.670.14-18.440.084.77因合併新增子公司營收、致本月營收較去年同期增加。
2023/80.0123.71-49.750.08-52.140.0220.01因市場需求減少、致本月與本年累計營收較去年同期下降。
2023/70.01-24.13-38.290.07-52.340.0218.31因市場需求減少、致本月與本年累計營收較去年同期下降。
2023/60.01-15.88-69.070.07-53.160.021.52因市場需求減少、致本月與本年累計營收較去年同期下降。
2023/50.0156.1-34.190.06-50.320.021.33因市場需求減少、致本月與本年累計營收較去年同期下降。
2023/40.01-46.91-66.810.05-52.090.030.95因市場需求減少、致本月與本年累計營收較去年同期下降。
2023/30.01-43.63-78.730.05-49.680.050.64因市場需求減少、致本月與本年累計營收較去年同期下降。
2023/20.02-16.7615.660.04-22.590.070.43-
2023/10.02-38.38-39.280.02-39.280.070.44-
2022/120.03125.54121.320.2323.910.061.03因市場需求增加、致本月及本年累計營收較去年同期增加。
2022/110.0141.56-51.430.215.460.041.65因市場需求減少、致本月營收較去年同期減少。
2022/100.01-7.988.350.1829.680.031.76-
2022/90.01-9.55-68.650.1731.220.031.57因市場需求減少、致本月營收較去年同期減少。
2022/80.0151.95-12.00.1668.330.041.18因市場需求增加、致本年累計營收較去年同期上升。
2022/70.01-61.98-15.810.1582.120.041.2因市場需求增加、致本年累計營收較去年同期上升。
2022/60.0279.052.110.1495.230.050.82因市場需求增加、致本月及本年累計營收較去年同期上升。
2022/50.01-21.29-49.640.12105.690.070.55因本月市場需求下滑,致本月較去年同期營收減少而本年累計營收較去年同期上升。
2022/40.02-65.98104.670.11212.690.070.53因市場需求增加、致本月與本期累計營收較去年同期上升。
2022/30.05206.6226.150.09242.340.090.86因本公司開發客戶逐漸成長、致本月與本年累計營收較去年同期上升。
2022/20.01-56.3126.890.05258.950.061.27因市場需求增加、致本月與本年累計營收較去年同期上升。
2022/10.03124.59381.370.03381.370.081.02因市場需求增加、致本月與本年累計營收較去年同期上升。
2021/120.01-50.51-37.140.19-87.670.050.73因產品結構調整電子產品營收減少及市場需求下降、致本月及本年累計營收較去年同期減少。
2021/110.03215.883.420.17-88.470.080.53因產品結構調整電子產品營收減少及市場需求下降、致本年累計營收較去年同期減少。
2021/100.01-73.3850.940.14-90.30.060.67因產品結構調整,電子產品營收減少及市場需求下降、致本年累計營收較去年同期減少。
2021/90.04153.9566.550.13-90.910.060.84因產品結構調整、電子產品營收減少及市場需求下降、致本年累計營收較去年同期減少。
2021/80.0145.37-50.90.1-93.270.041.31因產品結構調整電子產品營收減少及市場需求下降,致本月與本年累計營收較去年同期減少。
2021/70.01-31.31-86.980.08-94.140.051.04因產品結構調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2021/60.01-40.74-91.420.07-94.540.051.1因產品結䐟調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2021/50.02219.91-90.120.06-94.980.051.11因產品結䐟調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2021/40.01-45.79-96.90.03-96.250.031.8因產品結構調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2021/30.01113.29-95.170.03-96.030.031.83因產品結構調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2021/20.01-7.3-97.720.01-96.630.041.34因產品結構調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2021/10.01-70.67-93.950.01-93.950.060.83因產品結構調整電子產品營收減少及市場需求下降、致本月與本期累計營收較去年同期減少。
2020/120.02-18.57-78.051.52-7.930.060.51因產品結構調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2020/110.03361.04-82.351.5-3.00.060.52因產品結構調整電子產品營收減少及市場需求下降、致本月與本年累計營收較去年同期減少。
2020/100.01-70.63-96.451.476.530.060.53因產品結構調整、電子產品營收減少及市場需求下降、致本月營收較去年同期減少,本年累計營收較去年同期增加。
2020/90.02-25.13-91.521.4621.880.130.24因產品結構調整、電子產品營收減少及市場需求下降、致本月營收較去年同期減少,本年累計營收較去年同期增加。
2020/80.03-61.46-86.161.4452.490.270.11因產品結構調整電子產品營收減少及市場需求下降、致本月營收較去年同期減少,本年累計營收較去年同期增加。
2020/70.07-54.72-45.531.4191.770.480.06本年度因DRAM價格上揚,需求增加,致本期營收較去年同期上升。
2020/60.17-31.79114.991.34123.310.650.14本期因DRAM價格上揚,需求增加,致本期營收較去年同期上升。
2020/50.240.19132.51.17124.540.770.12本期因DRAM價格上揚,需求增加,致本期營收較去年同期上升。
2020/40.24-15.45137.830.93122.550.810.11本期因DRAM價格上揚,需求增加,致本期營收較去年同期上升。
2020/30.290.48168.250.69117.610.690.87本期因DRAM價格上揚,需求增加,致本期營收較去年同期上升。
2020/20.28146.45193.950.491.750.511.18本期因DRAM價格上揚,需求增加,致本期營收較去年同期上升.
2020/10.126.523.270.123.270.391.54-
2019/120.11-34.524.511.65-23.430.0N/A-
2019/110.17-7.31-36.851.54-24.840.0N/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)260.0-0.710-0.6700.65182.6123.36-25.79-32.390-28.050-0.210-0.190-0.180
2022 (9)260.0-4.270-1.1000.2321.0531.4852.22-139.670-473.860-0.320-1.090-1.10
2021 (8)26-27.780.930-1.3700.19-87.520.68267.97-200.520128.240-0.3800.2800.240
2020 (7)360.0-1.780-1.3001.52-7.325.620-20.580-41.700-0.310-0.550-0.630
2019 (6)360.0-1.480-2.6001.64-24.07-20.660-52.970-32.080-0.870-0.620-0.530
2018 (5)360.0-0.530-1.6002.16-13.61.70-81.76-21.190-8.660-0.460-0.160-0.190
2017 (4)3612.52.24522.22-1.1702.528.879.32-45.78-11.70031.96430.9-0.2900.86616.670.8566.67
2016 (3)3252.380.3600.3301.94-41.3917.19210.854.8706.0200.0900.1200.120
2015 (2)21-50.0-13.320-9.7303.31-1.195.53-78.89-87.690-86.420-2.90-2.850-2.860
2014 (1)42-34.38-7.500-10.6703.35-62.0626.190-94.870-95.110-3.180-3.150-3.180

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