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)921.12.22-0.19-122.6262.00.03-95.08103.660.95-16.67145.459.09-10.1823.1731.48-12.1221.64-0.16-102.1598.61-1.92-125.668.52-0.01-101.3398.82-0.17-122.3762.22-2.38-125.3268.05-1.92-125.668.523.6824.17383.71
24Q2 (19)911.111.110.84170.97240.00.61862.5171.761.14267.74171.710.1217.5437.1335.8210.5648.457.4418500.0158.227.50132.2201.630.750179.790.76171.43240.749.40131.53198.957.50132.2201.638.20176.28-18.75
24Q1 (18)900.00.00.31181.58131.31-0.08-900.091.750.31112.6131.318.61-1.1535.1632.402.2431.60.04105.19100.233.23183.03123.140100.0100.00.28182.35131.464.06184.06123.323.23183.03123.148.44102.79-399.39
23Q4 (17)900.01.12-0.3824.059.570.01101.22103.85-2.46-17.7-496.778.7118.029.731.6922.455.56-0.7793.3384.22-3.8936.2362.92-0.0791.7682.05-0.3424.4459.04-4.8335.1760.73-3.8936.2362.929.0120.3452.38
23Q3 (16)900.01.12-0.5016.67-145.45-0.823.53-415.38-2.09-31.45-233.977.380.0-17.6325.887.25-28.57-11.559.62-329.62-6.1017.34-156.17-0.859.57-288.89-0.4516.67-146.39-7.4521.58-156.65-6.1017.34-156.177.9328.037.95
23Q2 (15)900.02.27-0.6039.39-239.53-0.8512.37-1800.0-1.59-60.61-445.657.3815.86-15.7524.13-1.99-23.45-12.7826.76-1827.03-7.3847.13-270.44-0.9415.32-1666.67-0.5439.33-242.11-9.5045.43-313.0-7.3847.13-270.44-1.9617.04-130.35
23Q1 (14)901.122.27-0.99-5.32-2575.0-0.97-273.08-203.12-0.99-259.68-2575.06.37-19.77-26.1924.62-17.99-3.15-17.45-257.58-401.44-13.96-33.08-3977.78-1.11-184.62-270.0-0.89-7.23-3066.67-17.41-41.54-7669.57-13.96-33.08-3977.78-15.57-95.38-236.54
22Q4 (13)890.01.14-0.94-185.45-16.05-0.26-200.065.330.62-60.26-88.217.94-11.38-2.4630.02-17.1469.41-4.88-197.0255.23-10.49-196.59-19.34-0.39-186.6756.18-0.83-185.57-15.28-12.30-193.54-8.85-10.49-196.59-19.34-4.55-14.82110.00
22Q3 (12)891.141.141.10155.81233.330.26420.0-3.71.56239.13-74.38.962.28-12.6736.2314.9437.035.03579.7361.7410.86150.81286.480.45650.040.620.97155.26234.4813.15194.84274.6410.86150.81286.481.90565.40267.81
22Q2 (11)880.039.680.43975.0-89.20.05115.62-98.260.461050.0-94.288.761.51-49.5131.5224.0-1.250.74121.26-95.564.331102.78-70.160.06120.0-97.920.381166.67-84.924.461839.13-72.074.331102.78-70.163.76539.9786.47
22Q1 (10)880.039.680.04104.94-99.01-0.3257.33-111.680.04-99.24-99.018.636.02-50.4325.4243.45-23.27-3.4868.07-120.140.36104.1-97.56-0.366.29-109.970.03104.17-98.830.23102.04-98.690.36104.1-97.56-7.32-120.25-160.22
21Q4 (9)880.039.68-0.81-345.45-115.4-0.75-377.78-120.65.26-13.34-61.948.14-20.66-50.3417.72-32.98-52.29-10.90-450.48-148.14-8.79-412.81-143.73-0.89-378.12-123.99-0.72-348.28-121.88-11.30-421.94-150.72-8.79-412.81-143.73-30.76-218.58-234.19
21Q3 (8)8839.6839.680.33-91.71-93.270.27-90.59-91.726.07-24.5-29.3410.26-40.86-39.0726.44-17.17-28.233.11-81.35-86.282.81-80.63-84.70.32-88.93-91.620.29-88.49-90.613.51-78.02-84.872.81-80.63-84.7-20.60-46.84-42.93
21Q2 (7)630.01.613.98-1.9734.462.874.7448.78.0498.03119.6717.35-0.3445.0731.92-3.65-9.8116.68-3.47-0.8914.51-1.49-5.782.89-3.9943.782.52-1.9536.9615.97-9.05-7.8514.51-1.49-5.782.94-12.39-10.00
21Q1 (6)630.01.614.06-22.81480.02.74-24.73482.984.06-70.62480.017.416.22109.5133.13-10.811.8117.28-23.67166.6714.73-26.72183.823.01-18.87457.412.57-21.88497.6717.56-21.18170.5714.73-26.72183.821.77-7.73-6.54
20Q4 (5)630.03.285.267.35610.813.6411.66628.013.8260.88341.5316.39-2.6796.5237.140.8120.2322.64-0.09225.2920.109.42270.173.71-2.88539.663.296.47631.1122.28-3.97228.6120.109.42270.17--0.00
20Q3 (4)631.610.04.9065.540.03.2668.910.08.59134.70.016.8440.80.036.844.10.022.6634.640.018.3719.290.03.8290.050.03.0967.930.023.2033.870.018.3719.290.0--0.00
20Q2 (3)620.00.02.96322.860.01.93310.640.03.66422.860.011.9643.920.035.3919.440.016.83159.720.015.40196.720.02.01272.220.01.84327.910.017.33167.030.015.40196.720.0--0.00
20Q1 (2)621.640.00.70-5.410.00.47-6.00.00.70-77.640.08.31-0.360.029.63-4.080.06.48-6.90.05.19-4.420.00.54-6.90.00.43-4.440.06.49-4.280.05.19-4.420.0--0.00
19Q4 (1)610.00.00.740.00.00.500.00.03.130.00.08.340.00.030.890.00.06.960.00.05.430.00.00.580.00.00.450.00.06.780.00.05.430.00.0--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)
2024/103.0-2.8110.9230.8229.279.09N/A-
2024/93.092.8925.227.8231.619.090.73-
2024/83.0-0.0132.8624.7332.469.390.71-
2024/73.0-11.4212.7921.7332.419.890.67-
2024/63.39-3.2133.6218.7336.210.120.62-
2024/53.58.2746.615.3436.799.740.65-
2024/43.237.5931.5611.8434.138.840.71-
2024/33.015.5127.188.6135.128.610.71-
2024/22.6-13.3744.165.639.818.610.71-
2024/13.0-0.0536.253.036.259.010.67-
2023/123.00.029.8629.85-12.958.710.6-
2023/113.011.0612.1326.84-16.058.170.63-
2023/102.79.7-8.1223.84-18.637.430.7-
2023/92.479.19-17.0421.13-19.87.380.77-
2023/82.26-15.12-25.2618.67-20.157.450.76-
2023/72.664.94-10.3316.41-19.397.580.75-
2023/62.546.17-8.2513.75-20.947.380.93-
2023/52.39-2.82-20.4411.21-23.337.210.95-
2023/42.464.0-18.18.83-24.086.621.04-
2023/32.3630.94-29.276.37-26.166.371.37-
2023/21.8-18.12-28.434.01-24.26.321.38-
2023/12.2-4.74-20.342.2-20.347.21.21-
2022/122.31-13.65-23.634.29-35.57.941.17-
2022/112.68-9.016.1431.98-36.228.61.08-
2022/102.94-0.944.9729.3-38.748.941.04-
2022/92.97-1.625.2526.35-41.478.961.12-
2022/83.021.84-11.1923.38-44.598.751.14-
2022/72.977.37-26.4420.36-47.528.731.15-
2022/62.76-7.93-48.0517.39-49.978.761.09-
2022/53.00.03-49.0214.63-50.319.341.02本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/43.0-10.16-51.1511.63-50.648.861.08本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/33.3432.49-44.468.63-50.468.631.23本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/22.52-8.87-54.275.29-53.628.311.27本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/12.77-8.63-53.012.77-53.018.11.3本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2021/123.0331.26-45.453.16-0.638.141.69-
2021/112.31-17.76-58.3150.134.547.941.73本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2021/102.8-0.67-47.1647.8312.749.031.52-
2021/92.82-17.0-53.2345.0221.310.261.65本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2021/83.4-15.64-38.3142.235.7912.761.32-
2021/74.03-24.17-23.7438.851.7815.241.11因客戶需求增加及產能提升
2021/65.32-9.638.5134.7671.4917.350.87因客戶需求增加及產能提升
2021/55.89-4.1544.4129.4491.5818.040.83因客戶需求增加及產能提升
2021/46.142.12105.7723.56108.6117.670.85因客戶需求增加及產能提升
2021/36.019.09100.3117.41109.6317.410.8因客戶需求增加及產能提升
2021/25.51-6.37107.811.4114.9116.950.82因客戶需求增加及產能提升
2021/15.896.17122.035.89122.0316.970.82因客戶需求增加及產能提升
2020/125.550.22111.5153.594.5816.390.78因客戶需求增加及產能提升
2020/115.534.22104.5547.9692.7916.880.76因客戶需求增加及產能提升
2020/105.31-12.0976.3542.4291.3616.860.76因客戶需求增加及產能提升
2020/96.049.48112.8537.1193.7216.840.67因客戶需求增加及產能提升
2020/85.524.26101.8931.0890.3915.710.72因客戶需求增加及產能提升
2020/75.297.997.8625.5688.0814.270.79因客戶需求增加及產能提升
2020/64.920.2590.4420.2785.6911.960.87因客戶需求增加及產能提升
2020/54.0836.5681.7115.3784.2210.061.03因客戶需求增加及產能提升
2020/42.99-0.5761.7211.2985.148.641.2因客戶需求回穩
2020/33.013.17100.038.3195.318.310.91因客戶需求回穩
2020/22.650.03130.575.392.737.930.95因客戶需求回穩
2020/12.651.1465.552.6565.557.980.95因客戶需求大幅增加
2019/122.62-3.0745.5427.53.750.0N/A-
2019/112.7-10.1431.2124.870.70.0N/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)901.12-2.460-2.62029.85-12.9526.87-12.96-9.970-7.450-2.970-2.780-2.220
2022 (9)891.140.62-88.19-0.25034.29-35.530.876.16-0.5001.61-81.62-0.1700.61-88.430.55-88.2
2021 (8)8839.685.25-61.595.14-44.8553.16-0.6429.08-18.0610.04-46.718.76-45.895.34-47.025.27-48.184.66-46.19
2020 (7)633.2813.67349.679.32350.2453.594.5535.49-0.8918.84112.8816.19133.2910.08314.8110.17316.88.66353.4
2019 (6)611.673.044.832.0716.2927.53.7735.819.718.8516.66.943.742.4320.92.4414.021.917.91
2018 (5)609.092.9014.621.78-34.826.5-0.632.64-4.287.59-25.376.6925.522.01-25.832.1432.11.7724.65
2017 (4)550.02.53-6.992.7355.1126.6623.3134.100.6810.1719.795.33-23.312.7147.281.62-5.811.42-5.33
2016 (3)5522.222.72-16.311.7617.3321.6225.9933.871.328.49-9.876.95-18.331.8413.581.721.781.52.74
2015 (2)457.143.25140.741.50226.0917.1624.1733.4331.29.42142.168.51106.051.62200.01.69144.931.46156.14
2014 (1)422.441.35275.00.46318.1813.8224.1725.4803.8904.1300.54260.00.69245.00.57280.0

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