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)800.01.279.5734.624.128.2939.3323.7323.8766.8135.0144.0112.5618.7942.530.26-2.7917.1231.098.6317.3119.054.787.5447.5529.117.6233.9224.5119.3825.528.8817.3119.054.787.5416.6117.88
24Q2 (19)801.271.277.11-1.3930.75.95-3.5729.9114.3198.4743.9639.12.5222.2342.42-0.98-3.513.06-4.741.3214.54-3.28.355.11-2.2924.035.69-0.732.6315.44-2.223.914.54-3.28.351.11-6.08-7.65
24Q1 (18)790.01.287.21-10.7759.876.17-11.7357.47.21-71.9859.8738.14-0.2925.4642.84-0.86-2.7513.71-13.9415.415.02-10.0629.265.23-14.1244.885.73-10.3362.3215.79-12.3820.0815.02-10.0629.261.48-2.98-3.70
23Q4 (17)790.0-1.258.084.842.06.994.3340.6425.7345.53-58.0638.253.2420.2543.21-1.23-1.8815.931.0815.2716.701.0916.956.094.2838.416.394.4140.7518.021.2415.5916.701.0916.959.5323.2625.31
23Q3 (16)790.0-1.257.7141.73-37.726.7046.29-43.9317.6877.87-68.2837.0515.82-19.3243.75-0.48-3.3615.7622.27-31.3316.5223.1-23.555.8441.75-44.596.1242.66-38.3117.8019.78-25.0216.5223.1-23.5510.5331.1731.56
23Q2 (15)791.28-1.255.4420.62-75.834.5816.84-79.49.94120.4-77.1131.995.23-49.8943.96-0.2-6.9412.898.5-57.9413.4215.49-52.284.1214.13-78.954.2921.53-76.114.8613.0-51.9213.4215.49-52.280.40-0.06-2.14
23Q1 (14)78-2.5-1.274.51-20.74-78.433.92-21.13-81.094.51-92.65-78.4330.4-4.43-48.4644.050.02-7.8811.88-14.04-61.4211.62-18.63-58.633.61-17.95-80.123.53-22.25-78.713.15-15.65-57.2811.62-18.63-58.63-17.58-37.39-39.77
22Q4 (13)800.01.275.69-54.04-69.244.97-58.41-72.9361.3510.06-7.4531.81-30.73-41.1644.04-2.72-8.9713.82-39.78-54.614.28-33.92-47.274.4-58.25-73.254.54-54.23-68.9915.59-34.33-48.6314.28-33.92-47.27-29.40-49.52-52.33
22Q3 (12)800.01.2712.38-45.0-33.8311.95-46.24-35.7255.7428.3716.4945.92-28.07-14.0245.27-4.17-7.822.95-25.12-25.9921.61-23.15-22.3210.54-46.14-36.359.92-44.74-33.2423.74-23.2-23.3721.61-23.15-22.32-9.91-18.68-19.50
22Q2 (11)801.271.2722.517.6540.8622.237.2440.743.42107.6549.1163.848.2430.1847.24-1.21-0.8430.65-0.457.0228.120.119.3319.577.7639.3917.958.3342.3530.910.428.1928.120.119.338.6710.3410.07
22Q1 (10)790.00.020.9113.0359.2520.7312.9158.6120.91-68.4659.2558.989.135.7747.82-1.166.1330.791.1519.0228.093.7318.0318.1610.461.5716.5713.1860.2530.781.4220.2328.093.7318.035.165.965.83
21Q4 (9)790.01.2818.50-1.1251.0218.36-1.2451.7466.2938.5447.7754.061.2226.8148.38-1.4711.1230.44-1.8425.0127.08-2.6620.6216.45-0.6658.4814.64-1.4852.9830.35-2.0325.9927.08-2.6620.625.077.988.21
21Q3 (8)790.01.2818.7117.0835.5818.5917.6637.0947.8564.3246.8753.418.9120.7849.103.0611.5731.018.2820.7127.828.1613.6916.5617.9545.7714.8617.8437.3430.988.4420.8327.828.1613.6910.9019.3919.27
21Q2 (7)790.01.2815.9821.7147.8315.8020.8950.4829.12121.7854.8149.0412.8934.9847.645.737.6128.6410.7120.6425.728.0710.7714.0424.9162.8812.6121.9549.4128.5711.619.7425.728.0710.777.4014.4514.46
21Q1 (6)791.281.2813.137.1864.1313.078.0274.9713.13-70.7364.1343.441.946.6645.063.490.9625.876.2418.423.806.0113.1711.248.2973.7210.348.0565.9725.606.2712.8723.806.0113.17-0.85-2.03-1.38
20Q4 (5)780.01.312.25-11.2349.7612.10-10.7761.3344.8637.6942.2342.63-3.645.443.54-1.07-0.9124.35-5.2218.4322.45-8.264.2210.38-8.6372.149.57-11.5551.6624.09-6.0511.4822.45-8.264.22--0.00
20Q3 (4)780.00.013.8027.660.013.5629.140.032.5873.210.044.2221.720.044.01-0.590.025.698.210.024.475.380.011.3631.790.010.8228.20.025.647.460.024.475.380.0--0.00
20Q2 (3)780.00.010.8135.130.010.5040.560.018.81135.120.036.3322.650.044.27-0.810.023.748.650.023.2210.410.08.6233.230.08.4435.470.023.865.20.023.2210.410.0--0.00
20Q1 (2)781.30.08.00-2.20.07.47-0.40.08.00-74.640.029.621.020.044.631.570.021.856.270.021.03-2.370.06.477.30.06.23-1.270.022.684.950.021.03-2.370.0--0.00
19Q4 (1)770.00.08.180.00.07.500.00.031.540.00.029.320.00.043.940.00.020.560.00.021.540.00.06.030.00.06.310.00.021.610.00.021.540.00.0--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)
2024/1013.13-12.2315.91134.3821.2442.48N/A-
2024/914.963.860.03121.2521.8444.00.79-
2024/814.4-1.6825.69106.2925.744.210.79-
2024/714.65-3.436.9391.925.742.210.83-
2024/615.1622.2928.0977.2523.7839.110.94-
2024/512.47.3717.7262.0922.7737.860.97-
2024/411.55-17.0119.9149.6924.0935.691.03-
2024/313.9135.9433.1138.1425.4238.141.0-
2024/210.23-26.8621.6124.2321.3938.470.99-
2024/113.99-1.7221.2313.9921.2340.860.93-
2023/1214.2412.7651.13137.7-31.3338.190.99主要係因民國112年12月客戶需求增加所致。
2023/1112.6311.5116.05123.46-35.3938.90.97-
2023/1011.32-24.26-1.98110.83-38.537.731.0-
2023/914.9530.510.9399.51-41.037.11.02-
2023/811.467.1-22.5284.56-45.5133.991.11-
2023/710.7-9.63-39.0773.1-47.9333.061.15-
2023/611.8412.39-46.1662.41-49.1932.01.11-
2023/510.539.37-51.8850.57-49.8630.611.16供應鏈存貨庫存修正,致營收下滑。
2023/49.63-7.87-51.7940.04-49.328.51.25供應鏈存貨庫存修正,致營收下滑。
2023/310.4524.2-48.1730.41-48.4530.411.32-
2023/28.42-27.09-56.4419.96-48.629.381.37供應鏈存貨庫存持續修正,致營收下滑。
2023/111.5422.51-40.8411.54-40.8431.841.26-
2022/129.42-13.4-51.76200.520.2831.851.4市場對筆電需求大幅下降,加上供應鍵存貨庫存過高而持續修正,致營收下滑。
2022/1110.88-5.82-36.97191.15.9235.911.24-
2022/1011.55-14.27-33.08180.2210.4639.821.12-
2022/913.48-8.86-25.52168.6715.6145.820.93-
2022/814.79-15.77-13.74155.1921.4354.330.78-
2022/717.56-20.14-3.39140.426.8961.430.69-
2022/621.990.4542.64122.8532.8463.850.5-
2022/521.899.5730.83100.8630.8862.030.52-
2022/419.98-0.9418.2278.9730.8959.460.54-
2022/320.174.3635.3959.035.8259.00.46-
2022/219.32-0.9656.8638.8336.0458.370.46主要係市場對於DisplayPort時序控制器、顯示器驅動晶片以及高速訊號傳輸介面晶片之需求增加所致。
2022/119.51-0.1120.2419.5120.2456.310.48-
2021/1219.5313.1450.72199.9530.8754.060.39主要係市場對於DisplayPort時序控制器、顯示器驅動晶片以及高速訊號傳輸介面晶片之需求增加所致。
2021/1117.260.015.51180.4229.0352.620.4-
2021/1017.26-4.5817.18163.1530.6452.50.4-
2021/918.095.5521.69145.8932.4453.410.33-
2021/817.14-5.6617.13127.7934.1250.730.35-
2021/718.1717.923.56110.6537.250.320.35-
2021/615.41-7.8614.6692.4840.2549.040.34-
2021/516.73-0.9839.0677.0646.848.520.35-
2021/416.913.4355.7260.3349.144.110.38主要係市場對於DisplayPort時序控制器、顯示器驅動晶片以及高速訊號傳輸介面晶片之需求增加所致。
2021/314.8920.9246.6443.4446.6743.440.4-
2021/212.32-24.0825.428.5446.6941.50.41-
2021/116.2325.268.4116.2368.4144.130.39主要係市場對於DisplayPort時序控制器、顯示器驅動晶片以及高速訊號傳輸介面晶片之需求增加所致。
2020/1212.96-13.2842.49152.7829.3642.640.38-
2020/1114.941.4444.74139.8228.2644.550.36-
2020/1014.73-0.9148.75124.8826.5444.240.37-
2020/914.871.5937.19110.1524.0644.210.25-
2020/814.64-0.4934.4295.2822.2342.790.26-
2020/714.719.4148.1180.6420.2540.180.28-
2020/613.4411.7444.8565.9415.4136.320.27-
2020/512.0310.8828.7452.499.733.040.3-
2020/410.856.8112.8540.465.0830.830.32-
2020/310.163.49.1229.612.529.610.32-
2020/29.821.9528.0819.46-0.6428.550.33-
2020/19.635.93-19.139.63-19.1329.050.33-
2019/129.09-11.91-5.88118.1113.90.0N/A-
2019/1110.324.25-9.64109.0115.940.0N/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)79-1.2525.55-57.6622.20-62.93137.69-31.3443.72-5.8814.28-45.6214.77-39.5219.67-62.6522.24-58.6220.33-58.49
2022 (9)801.2760.35-6.8559.88-9.04200.550.346.45-2.5626.26-9.9524.42-6.952.67-9.6653.75-7.4748.98-6.62
2021 (8)791.2864.7948.1665.8350.85199.9530.8647.678.1929.1620.9526.2314.3458.358.2558.0957.0452.4549.6
2020 (7)781.343.7342.4943.6450.74152.829.3744.063.1924.1118.7722.9411.3136.8453.6336.9947.0235.0644.04
2019 (6)770.030.6924.4528.9518.6118.1113.9642.702.9420.307.8120.618.4723.9822.8525.1627.9124.3423.62
2018 (5)771.3224.660.4524.411.2103.640.1241.482.5518.83-1.019.001.8219.52-0.8619.67-0.1519.691.92
2017 (4)761.3324.5539.6524.1243.4103.5213.6740.45-1.4919.0216.5418.6625.3219.6932.4119.731.619.3242.48
2016 (3)750.017.5817.216.8220.6691.0726.6841.061.7816.32-3.0314.89-6.4714.8722.8914.9720.8213.5618.53
2015 (2)751.3515.00-7.1213.94-6.8271.8915.4940.34-2.2516.83-20.7615.92-19.1512.1-8.4712.39-8.2911.44-6.69
2014 (1)741.3716.1579.0514.9675.7962.2547.7941.27021.24019.69013.2273.7213.5177.7612.2680.56

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