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)1210.0-21.434.19-14.665.282.81-25.27-26.8212.2851.9833.3353.075.6525.1128.07-8.6-16.1311.66-16.89-23.9412.90-11.7-17.156.19-12.2-4.775.08-14.48-16.8614.83-11.73-21.0312.90-11.7-17.1520.2920.1230.90
24Q2 (19)1210.0-34.954.9154.8956.873.7687.067.438.08154.8949.9150.2334.9215.7130.712.61-4.1214.0336.48-2.2314.6121.04-3.697.0584.0713.165.9454.692.0616.8019.32-6.6714.6121.04-3.6916.8825.3321.37
24Q1 (18)121-25.31-34.953.17-4.2340.272.01-44.32-33.883.17-76.1540.2737.23-1.17-5.4429.93-11.4-1.810.28-33.38-17.6312.07-25.728.943.83-34.08-22.03.84-28.36-8.5714.08-22.042.0312.07-25.728.94-6.18-10.53-25.16
23Q4 (17)1625.19-12.93.31-16.8377.013.61-5.9923.6313.2944.3-19.4137.67-11.2-8.7933.780.9326.0915.430.6592.6316.254.37124.765.81-10.6275.535.36-12.2753.5818.06-3.83128.0316.254.37124.76-6.745.171.86
23Q3 (16)154-17.2-17.23.9827.1660.483.849.7142.759.2170.87-37.042.42-2.281.1933.474.57.3415.336.8342.615.572.6438.036.54.3344.126.114.9832.5418.784.3334.4315.572.6438.033.9932.8312.42
23Q2 (15)1860.00.03.1338.5-22.523.5015.13-49.865.39138.5-55.643.4110.26-19.5732.035.09-15.1514.3514.98-32.9815.1736.91-7.956.2326.88-46.065.8238.57-22.518.0030.43-8.4915.1736.91-7.952.7929.689.62
23Q1 (14)1860.00.02.2620.86-72.133.044.11-74.792.26-86.29-72.1339.37-4.67-33.9730.4813.77-32.5512.4855.81-61.4911.0853.25-58.934.9148.34-74.594.220.34-72.1713.8074.24-58.511.0853.25-58.93-3.08-1.876.33
22Q4 (13)1860.07.511.87-24.6-76.892.928.55-74.6116.4912.79-51.2641.3-1.48-34.4426.79-14.08-43.788.01-25.49-74.567.23-35.9-69.653.31-26.61-83.313.49-24.3-75.057.92-43.31-74.937.23-35.9-69.65-11.90-31.61-26.45
22Q3 (12)1860.06.292.48-38.61-77.252.69-61.46-82.714.6220.43-44.5841.92-22.33-37.3831.18-17.4-37.1410.75-49.79-70.8411.28-31.55-63.684.51-60.95-81.734.61-38.62-75.913.97-28.98-62.5911.28-31.55-63.68-15.90-44.39-51.79
22Q2 (11)1860.012.734.04-50.18-61.816.98-42.12-50.5712.1449.69-20.9153.97-9.48-8.0637.75-16.46-19.9921.41-33.94-43.5116.48-38.92-49.8611.55-40.22-48.077.51-50.23-57.0919.67-40.84-49.0416.48-38.92-49.86-7.43-24.96-18.62
22Q1 (10)1867.5112.738.110.2569.6712.064.8782.188.11-76.0369.6759.62-5.3748.945.19-5.1615.132.412.9524.6526.9813.2722.7519.32-2.5785.5915.097.8690.7733.255.2529.1826.9813.2722.75-5.63-12.77-10.59
21Q4 (9)173-1.146.138.09-25.78200.7411.50-26.05228.5733.8328.24731.263.0-5.8973.1747.65-3.9372.7131.48-14.62109.1723.82-23.3174.6319.83-19.65262.5213.99-26.87217.9531.59-15.4104.0723.82-23.3174.634.07-11.38-7.96
21Q3 (8)1756.067.3610.903.021393.1515.5510.131439.626.3871.861811.5966.9414.04127.9249.605.13157.9336.87-2.72631.5531.06-5.51648.4324.6810.971567.5719.139.311507.5637.34-3.26655.8731.06-5.51648.4330.3262.1861.71
21Q2 (7)1650.00.010.58121.344308.3314.12113.299985.7115.35221.132225.7658.746.6165.8547.1820.17167.7637.9045.772329.4932.8749.551465.2422.24113.646441.1817.5121.244275.038.6049.961396.1232.8749.551465.2428.3399.52101.22
21Q1 (6)1651.230.614.7877.71065.856.6289.141224.04.7817.441065.8540.0410.0690.8539.2642.394.2626.0072.76760.9321.9861.14584.7410.4190.311552.387.9179.771063.2425.7466.28657.0621.9861.14584.7416.96173.09167.84
20Q4 (5)1630.01.242.69268.49827.593.50246.53600.04.07194.93111.9836.3823.8753.727.5943.4750.9315.05198.61481.0813.64228.67588.895.47269.59796.724.4269.75836.1715.48213.36674.013.64228.67588.89--0.00
20Q3 (4)163-1.210.00.73204.170.01.01621.430.01.38109.090.029.3733.020.019.239.140.05.04223.080.04.1597.620.01.48335.290.01.19197.50.04.9491.470.04.1597.620.0--0.00
20Q2 (3)1650.610.00.24-41.460.00.14-72.00.00.6660.980.022.085.240.017.62-12.820.01.56-48.340.02.10-34.580.00.34-46.030.00.4-41.180.02.58-24.120.02.10-34.580.0--0.00
20Q1 (2)1641.860.00.4141.380.00.500.00.00.41-78.650.020.98-11.360.020.2110.560.03.0216.60.03.2162.120.00.633.280.00.6844.680.03.4070.00.03.2162.120.0--0.00
19Q4 (1)1610.00.00.290.00.00.500.00.01.920.00.023.670.00.018.280.00.02.590.00.01.980.00.00.610.00.00.470.00.02.000.00.01.980.00.0--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)
2024/1016.96-4.8934.02157.4914.2552.8N/A-
2024/917.83-1.0323.26140.5312.2553.070.46-
2024/818.024.5623.96122.710.8152.360.46-
2024/717.230.6628.39104.698.8251.360.47-
2024/617.110.5626.4187.465.6550.230.52-
2024/517.025.7212.0870.341.5948.640.54-
2024/416.13.719.653.33-1.3441.060.64-
2024/315.5264.374.7637.23-5.4337.230.6-
2024/29.44-23.02-27.8921.71-11.5833.80.66-
2024/112.271.437.0512.277.0537.190.6-
2023/1212.09-5.71-14.84162.76-17.2937.570.52-
2023/1112.831.38-11.49150.67-17.4839.940.49-
2023/1012.65-12.530.36137.84-18.041.650.47-
2023/914.46-0.4611.43125.19-19.4942.420.45-
2023/814.538.31.3110.73-22.341.490.46-
2023/713.42-0.88-8.0396.2-24.9542.140.45-
2023/613.54-10.83-10.982.78-27.1243.410.51-
2023/515.183.38-18.569.24-29.6344.690.5-
2023/414.69-0.86-27.0954.05-32.2342.60.52-
2023/314.8113.13-33.8239.35-33.9939.370.52-
2023/213.114.29-22.2524.55-34.0438.750.53-
2023/111.46-19.31-43.7911.46-43.7940.150.51-
2022/1214.2-2.01-24.83196.8-13.9341.30.61-
2022/1114.4914.97-32.03182.6-12.9540.080.63-
2022/1012.61-2.89-44.67168.11-10.839.930.63-
2022/912.98-9.51-43.33155.51-6.1441.920.76-
2022/814.35-1.68-36.14142.52-0.1744.130.72-
2022/714.59-3.97-32.34128.186.5448.420.66-
2022/615.2-18.44-26.47113.5915.0353.970.66-
2022/518.63-7.51-9.1898.3926.0261.160.59-
2022/420.15-10.0115.0179.7638.5759.380.6-
2022/322.3932.9148.8359.6248.8859.620.6-
2022/216.84-17.3752.0737.2348.9156.120.64本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2022/120.397.946.420.3946.460.60.59本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/1218.89-11.443.62228.68110.0963.00.53本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/1121.32-6.4168.79209.79119.2267.020.5本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/1022.79-0.54114.14188.47126.8968.160.49本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/922.911.97110.8165.68128.7766.940.41本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/822.474.17134.14142.77131.9464.70.42本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/721.574.34142.17120.31131.5362.750.43本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/620.670.73158.198.74129.3358.70.36本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/520.5217.13196.5478.07122.7653.070.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/417.5216.43144.8757.56104.6243.630.48本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/315.0435.895.3740.0490.8940.040.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/211.08-20.4573.2925.088.2938.150.41本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/113.925.85102.2113.92102.2139.710.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2020/1213.154.1154.27108.8518.4336.430.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2020/1112.6318.7271.1995.6914.7734.140.42本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2020/1010.64-2.0832.983.069.2931.10.46-
2020/910.8713.2524.672.426.5129.370.46-
2020/89.67.7429.8761.553.8426.510.51-
2020/78.9111.2120.2951.960.1423.830.57-
2020/68.0115.7412.0143.05-3.2122.080.68-
2020/56.92-3.27-10.4635.05-6.1221.770.69-
2020/47.15-7.09-10.7328.13-4.9921.240.7-
2020/37.720.45-8.920.98-2.8620.980.77-
2020/26.39-7.1724.3513.281.0221.80.74-
2020/16.89-19.24-13.956.89-13.9522.790.71-
2019/128.5315.5312.7291.913.820.0N/A-
2019/117.38-7.82-0.9283.382.980.0N/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)162-12.913.23-18.8814.00-43.18162.87-17.2432.43-10.6914.40-26.7514.53-12.5223.46-39.3628.02-29.1721.5-29.97
2022 (9)1867.5116.31-51.4124.64-48.44196.8-13.9436.31-22.1319.66-41.7516.61-40.5538.69-49.8639.56-49.230.7-47.54
2021 (8)1736.1333.57730.9447.79827.96228.68110.1846.63113.0233.75362.9627.94315.1677.17873.1477.87831.4658.52778.68
2020 (7)1631.244.04113.765.15108.5108.818.721.899.897.2989.356.7399.77.93124.658.36130.946.66116.23
2019 (6)16113.381.89-20.592.47-17.1191.663.5519.92-1.043.85-23.313.37-14.253.53-20.53.62-15.623.08-10.98
2018 (5)1424.412.38118.352.98146.2888.5223.4620.137.255.0294.573.9392.654.44140.04.29125.793.46129.14
2017 (4)1361.491.09-53.811.21-51.7971.73.8718.77-5.822.58-49.612.04-55.751.85-47.591.9-48.791.51-52.96
2016 (3)1341.522.363.962.516.3669.0313.9919.93-4.825.12-5.544.61-7.063.537.623.716.923.215.59
2015 (2)1320.02.2733.532.3637.2160.5615.0220.9412.165.4216.814.9617.813.2833.883.4733.463.0435.71
2014 (1)1327.321.7070.01.7289.0152.6539.9118.6704.6404.2102.45116.812.6103.122.2480.65

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