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)580.00.02.4228.042.982.5552.6922.016.2462.9218.185.535.1414.5858.88-3.57-8.2933.3237.693.5125.66-5.49-9.581.8386.7318.061.4128.183.6832.0017.26-9.5825.66-5.49-9.5823.4812.7328.86
24Q2 (19)580.00.01.89-2.581.611.675.030.63.8397.4230.724.0711.811.2461.06-6.351.5624.20-26.53-1.127.15-12.640.970.98-18.330.01.1-2.651.8527.29-29.52-0.7327.15-12.640.97-3.10-4.88-9.98
24Q1 (18)580.00.01.94-7.1881.311.59-25.063.921.94-73.6481.313.64-18.0212.3565.20-0.1419.5532.94-2.3448.9831.0813.5162.721.2-20.066.671.13-6.6182.2638.7216.6362.1431.0813.5162.72-12.76-9.12-11.78
23Q4 (17)580.01.752.09-11.0650.362.121.4492.737.3639.3912.884.44-7.527.2265.291.719.7133.734.7842.227.38-3.5220.191.5-3.2380.721.21-11.0351.2533.20-6.1917.6527.38-3.5220.195.957.6413.67
23Q3 (16)580.01.752.3526.341075.02.0925.91206.255.2880.22.524.819.4131.8864.206.7921.6132.1931.55473.828.385.54408.61.5558.161191.671.3625.931033.3335.3928.74407.0228.385.54408.621.7350.0948.52
23Q2 (15)580.01.751.8673.83-13.081.6671.13-17.02.93173.83-40.814.0224.07-11.4560.1210.23-5.5624.4710.67-24.4326.8940.79-0.070.9836.11-33.331.0874.19-11.4827.4915.12-18.2826.8940.79-0.078.4625.4129.65
23Q1 (14)581.751.751.07-23.02-61.920.97-11.82-63.941.07-83.59-61.923.24-7.16-38.9854.540.0-18.522.11-6.79-39.9519.10-16.15-36.570.72-13.25-63.270.62-22.5-61.2523.88-15.38-36.5619.10-16.15-36.5730.72285.99287.84
22Q4 (13)570.05.561.39595.0-50.181.10587.5-56.526.5226.6-44.893.4968.6-32.554.543.32-15.8923.72322.82-30.1522.78308.24-21.480.83591.67-52.840.8566.67-46.6728.22304.3-18.3222.78308.24-21.487.09252.18247.75
22Q3 (12)570.03.640.20-90.65-92.910.16-92.0-93.685.154.04-44.142.07-54.41-62.7752.79-17.08-18.125.61-82.67-83.275.58-79.26-80.030.12-91.84-93.550.12-90.16-92.266.98-79.25-80.015.58-79.26-80.03-34.45-57.25-58.83
22Q2 (11)570.011.762.14-23.84-40.882.00-25.65-37.894.9576.16-22.94.54-14.5-30.2663.66-4.870.6532.38-12.06-9.6526.91-10.63-5.971.47-25.0-36.911.22-23.75-34.4133.64-10.63-5.8826.91-10.63-5.97-5.89-11.56-9.66
22Q1 (10)575.5611.762.810.720.362.696.328.912.81-76.250.365.312.71-6.0266.923.2113.0236.828.4216.2230.113.7918.171.9611.369.51.66.6711.1137.648.9418.0330.113.7918.17-2.15-0.173.16
21Q4 (9)54-1.825.882.79-1.06-13.082.530.0-11.5411.8328.3130.145.17-7.01-11.1764.840.575.3633.961.28-4.5529.013.832.471.76-5.38-14.981.5-3.23-9.0934.55-1.06-2.4329.013.832.47-10.80-11.58-10.71
21Q3 (8)557.847.842.82-22.1-10.482.53-21.43-8.999.2243.6156.85.56-14.59-5.664.471.9316.1433.53-6.45-1.9927.94-2.381.451.86-20.17-7.461.55-16.67-4.3234.92-2.291.6927.94-2.381.450.323.594.46
21Q2 (7)510.00.03.6229.2966.823.2230.3669.476.42129.29135.166.5115.2245.3163.256.8216.0835.8413.1322.3228.6212.3214.712.3330.1777.861.8629.1766.0735.7412.0719.7728.6212.3214.716.158.268.36
21Q1 (6)510.002.80-12.7702.47-13.6402.80-69.205.65-2.92059.21-3.79031.68-10.96025.48-10.001.79-13.5301.44-12.73031.89-9.94025.48-10.00-2.05-5.43-5.38
20Q4 (5)510.003.211.902.862.8809.0954.5905.82-1.19061.5410.86035.584.0028.312.802.072.9901.651.85035.413.12028.312.80--0.00
20Q3 (4)510.00.03.1545.160.02.7846.320.05.88115.380.05.8931.470.055.511.870.034.2116.760.027.5410.380.02.0153.440.01.6244.640.034.3415.080.027.5410.380.0--0.00
20Q2 (3)5100.02.1700.01.9000.02.7300.04.4800.054.4900.029.3000.024.9500.01.3100.01.1200.029.8400.024.9500.0--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)
2024/111.59-0.69-5.5816.417.75.04N/A-
2024/101.6-13.118.1714.819.355.41N/A-
2024/91.85-5.9815.5113.219.55.50.33-
2024/81.9616.1621.9411.368.585.010.36-
2024/71.6924.96.179.46.154.360.41-
2024/61.353.02-3.987.716.154.070.52-
2024/51.31-6.25-2.56.368.594.020.53-
2024/41.47.5410.95.0411.913.520.6-
2024/31.360.4718.783.6412.33.640.51-
2024/20.81-46.78-28.462.348.993.60.51-
2024/11.5320.4751.081.5351.084.480.41去年同期市場庫存水位較高且逢農曆假期工作天數較短,致本期營收較去年同期增加幅度超過50%。
2023/121.27-24.920.2116.57.024.440.35-
2023/111.6913.7750.3215.237.634.770.33終端市場庫存水位降低,增加急單需求,致本期營收較去年同期增加
2023/101.48-7.2234.0413.553.954.690.33-
2023/91.6-0.7565.5512.061.164.80.35終端市場庫存水位降低,增加急單需求,致本期營收較去年同期增加
2023/81.611.14218.4810.47-4.54.610.36終端市場庫存水位降低,增加急單需求,致本期營收較去年同期增加
2023/71.5912.94165.438.86-15.294.350.38終端市場庫存水位降低,增加急單需求,致本期營收較去年同期增加
2023/61.414.6210.397.26-26.294.020.36-
2023/51.356.64-13.095.85-31.753.710.39-
2023/41.2615.18-26.194.51-35.873.50.41-
2023/31.1-3.35-41.273.24-38.993.240.69-
2023/21.1412.39-27.412.15-37.753.410.65-
2023/11.01-20.09-46.341.01-46.343.40.66-
2022/121.2612.6-29.3415.42-32.633.490.9-
2022/111.121.45-37.7214.15-32.913.190.99-
2022/101.1114.57-29.8413.03-32.462.581.22-
2022/90.9790.92-42.6411.92-32.692.071.84-
2022/80.51-15.7-70.9410.96-31.642.381.6終端市場需求減緩,市場庫存水位增加,致本期營收減少。
2022/70.6-53.02-71.8710.45-26.863.431.11終端市場需求減緩,市場庫存水位增加,致本期營收減少幅度較大。
2022/61.28-17.64-38.549.85-18.974.540.67-
2022/51.55-9.43-34.48.58-14.935.130.59-
2022/41.71-8.35-17.247.03-8.975.140.59-
2022/31.8719.46-7.275.31-5.955.310.43-
2022/21.56-16.91-6.033.45-5.215.230.44-
2022/11.885.22-4.521.88-4.525.470.42-
2021/121.79-0.74-17.0122.8825.475.170.4-
2021/111.814.29-4.5521.131.165.060.41-
2021/101.58-6.33-11.4319.2935.915.00.42-
2021/91.68-3.28-19.6817.7242.75.560.37-
2021/81.74-18.384.3516.0355.375.950.34去年度累計營業收入淨額之基期較低所致。
2021/72.132.620.4414.2965.216.570.31受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關市場需求增加。
2021/62.08-12.0935.6812.1686.276.510.26受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關市場需求增加。
2021/52.3614.2676.9910.08101.786.450.26受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關市場需求增加。
2021/42.072.6828.277.72110.825.750.29受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關市場需求增加。
2021/32.0121.06138.865.65175.85.650.31受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關周邊市場需求增加。
2021/21.66-15.58250.013.64201.655.60.31受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關周邊市場需求增加。
2021/11.970.59170.141.97170.145.840.3受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關周邊市場需求增加。
2020/121.962.69158.4818.590.275.590.31受惠新冠疫情衍生的遠距上班(課),筆記型電腦及相關周邊市場需求增加。
2020/111.9111.04128.5716.5484.55.790.3受惠新冠疫情衍生的遠距上班(課) ,筆記型電腦及相關週邊市場需求增加。
2020/101.72-20.47100.2914.6379.975.620.3受惠新冠疫情衍生的遠距上班(課) ,筆記型電腦及相關週邊市場需求增加。
2020/92.1624.48136.2612.9177.576.10.33受惠新冠疫情衍生的遠距上班(課) ,筆記型電腦及相關週邊市場需求增加。
2020/81.74-21.390.8310.7569.125.60.36-
2020/72.2133.48159.749.0165.55.260.38-
2020/61.6518.3124.86.8148.084.680.47-
2020/51.4-14.0437.165.1533.473.950.56-
2020/41.6375.4787.413.7632.153.030.73-
2020/30.9394.818.592.137.892.130.0-
2020/20.48-34.8434.651.210.91.960.0-
2020/10.73-3.74-13.250.73-13.250.0N/A-
2019/120.76-9.1821.759.7212.560.0N/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)581.757.3213.666.8415.3516.57.061.600.5628.741.3825.937.14.748.475.058.374.2814.75
2022 (9)575.566.44-44.635.93-44.8915.42-32.661.26-2.6228.35-16.224.21-12.824.37-43.544.66-40.643.73-41.26
2021 (8)545.8811.6328.5110.7634.522.8825.4462.9110.1633.837.4727.778.317.7434.847.8535.816.3535.68
2020 (7)510.09.05244.118.00268.6618.2492.8157.1117.2231.4891.1425.6478.935.74267.955.78250.34.68244.12
2019 (6)510.02.63122.882.17152.339.4613.1648.7217.4516.47126.5514.3397.381.56155.741.65129.171.36122.95
2018 (5)510.01.1800.86352.638.3622.7641.485.657.27267.177.2600.61369.230.727100.00.610
2017 (4)510.0-0.0400.19-72.466.81-5.0239.26-11.761.98-68.92-0.3000.13-71.740.01-96.88-0.020
2016 (3)512.00.53783.330.691280.07.17-5.4144.4910.736.371149.023.82788.370.461050.00.32700.00.27800.0
2015 (2)500.00.06-66.670.0507.58-19.1940.186.130.51537.50.43-57.840.04300.00.04-63.640.03-70.0
2014 (1)5000.1800.0009.38037.8600.0801.0200.0100.1100.10

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