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)159-0.62-0.62-0.070.00.0-0.10-11.119.09-0.20-53.8516.670.040.033.3346.5659.7862.23-437.46-17.4428.93-305.43-23.4824.28-0.160.011.11-0.11-10.08.33-305.43-23.4824.28-305.43-23.4824.2816.66-8.34-0.55
24Q2 (19)1600.00.0-0.07-16.6722.22-0.0910.018.18-0.13-116.6723.530.0433.33-20.029.14-35.97-28.51-372.5023.68-9.69-247.3619.145.17-0.160.015.79-0.10.028.57-247.3619.145.17-247.3619.145.17116.6611.669.54
24Q1 (18)1600.00.0-0.0640.025.0-0.109.099.09-0.0682.3525.00.03200.00.045.512658.18-39.37-488.0764.1531.07-305.9074.5140.47-0.1611.1111.11-0.133.3323.08-305.9074.4340.47-305.9074.5140.4766.66-1.434.54
23Q4 (17)1600.00.0-0.10-42.86-25.0-0.110.00.0-0.34-41.67-6.250.01-66.67-50.01.65-94.25-97.74-1361.35-121.18-80.11-1200.15-197.52-110.98-0.180.00.0-0.15-25.0-15.38-1196.17-196.53-109.4-1200.15-197.52-110.98-53.34-10.320.00
23Q3 (16)1600.00.0-0.0722.2212.5-0.110.015.38-0.24-41.180.00.03-40.00.028.70-29.59238.58-615.50-81.2521.46-403.39-54.6417.82-0.185.2614.29-0.1214.297.69-403.39-54.6417.38-403.39-54.6417.8213.344.860.00
23Q2 (15)1600.00.0-0.09-12.5-12.5-0.110.00.0-0.17-112.5-6.250.0566.6766.6740.76-45.7142.19-339.5952.0438.74-260.8549.2335.46-0.19-5.560.0-0.14-7.69-7.69-260.8549.2335.44-260.8549.2335.4658.34-6.250.00
23Q1 (14)1600.00.0-0.080.0-14.29-0.110.08.33-0.0875.0-14.290.0350.00.075.062.64405.11-708.106.322.78-513.829.67-12.0-0.180.010.0-0.130.0-8.33-513.8210.05-11.95-513.829.67-12.08.340.007.69
22Q4 (13)1600.00.0-0.080.011.11-0.1115.3815.38-0.32-33.33-18.520.02-33.33-33.3373.13453.1199.43-755.843.55-20.64-568.84-15.89-28.17-0.1814.2914.29-0.130.07.14-571.23-17.0-28.71-568.84-15.89-28.17-16.660.00-1.40
22Q3 (12)1600.00.0-0.080.0-14.29-0.13-18.18-30.0-0.24-50.0-33.330.030.0-40.0-20.71-223.05-147.93-783.64-41.36-152.85-490.85-21.44-133.45-0.21-10.53-23.53-0.130.0-18.18-488.22-20.83-132.86-490.85-21.44-133.450.00-7.14-4.92
22Q2 (11)1600.00.0-0.08-14.29-33.33-0.118.33-22.22-0.16-128.57-33.330.030.0-70.016.8313.26-69.7-554.3423.89-260.71-404.1811.9-287.33-0.195.0-26.67-0.13-8.33-30.0-404.0711.96-286.0-404.1811.9-287.330.003.968.01
22Q1 (10)1600.00.0-0.0722.22-16.67-0.127.69-33.33-0.0774.07-16.670.030.0-76.9214.86-59.48-67.86-728.37-16.26-558.74-458.75-3.36-584.5-0.24.76-42.86-0.1214.29-33.33-458.97-3.41-584.72-458.75-3.36-584.5-20.00-3.18-11.15
21Q4 (9)1600.00.0-0.09-28.5725.0-0.13-30.00.0-0.27-50.027.030.03-40.0-57.1436.67-15.144.09-626.51-102.15-115.2-443.82-111.08-60.87-0.21-23.530.0-0.14-27.2730.0-443.82-111.69-61.13-443.82-111.08-60.87-45.00-22.62-20.55
21Q3 (8)1600.00.0-0.07-16.670.0-0.10-11.119.09-0.18-50.028.00.05-50.0-44.4443.21-22.2122.69-309.92-101.67-57.89-210.26-101.49-67.18-0.17-13.330.0-0.11-10.00.0-209.66-100.29-66.87-210.26-101.49-67.18-36.54-8.34-5.55
21Q2 (7)1600.03.23-0.060.040.0-0.090.030.77-0.12-100.033.330.1-23.08100.055.5520.13137.9-153.68-38.9967.65-104.35-55.769.52-0.15-7.1431.82-0.1-11.1133.33-104.68-56.1769.49-104.35-55.769.5231.3125.0015.38
21Q1 (6)1600.00.0-0.0650.025.0-0.0930.7725.0-0.0683.7825.00.1385.7185.7146.2431.2542.72-110.5762.0259.81-67.0275.7166.05-0.1433.3330.0-0.0955.030.77-67.0375.6666.04-67.0275.7166.0531.74-10.726.29
20Q4 (5)1600.00.0-0.12-71.43-9.09-0.13-18.187.14-0.37-48.05.130.07-22.22-56.2535.230.03-8.71-291.13-48.32-97.85-275.88-119.35-126.84-0.21-23.5312.5-0.2-81.82-11.11-275.44-119.23-125.14-275.88-119.35-126.84--0.00
20Q3 (4)1603.230.0-0.0730.00.0-0.1115.380.0-0.25-38.890.00.0980.00.035.2250.840.0-196.2958.680.0-125.7763.260.0-0.1722.730.0-0.1126.670.0-125.6463.380.0-125.7763.260.0--0.00
20Q2 (3)155-3.120.0-0.10-25.00.0-0.13-8.330.0-0.18-125.00.00.05-28.570.023.35-27.930.0-475.04-72.670.0-342.35-73.430.0-0.22-10.00.0-0.15-15.380.0-343.07-73.820.0-342.35-73.430.0--0.00
20Q1 (2)1600.00.0-0.0827.270.0-0.1214.290.0-0.0879.490.00.07-56.250.032.40-16.040.0-275.12-86.970.0-197.40-62.310.0-0.216.670.0-0.1327.780.0-197.37-61.330.0-197.40-62.310.0--0.00
19Q4 (1)1600.00.0-0.110.00.0-0.140.00.0-0.390.00.00.160.00.038.590.00.0-147.150.00.0-121.620.00.0-0.240.00.0-0.180.00.0-122.340.00.0-121.620.00.0--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)
2024/100.01-15.2510.130.123.420.03N/A-
2024/90.011.4412.330.112.860.041.08-
2024/80.01-11.84-24.170.11.840.040.98-
2024/70.01-15.13330.320.096.690.040.99本月營收受惠客戶急單需求而較去年同期成長。
2024/60.0238.3816.870.08-5.830.040.94-
2024/50.01-26.56-66.270.06-10.410.041.05本月營收較去年同期減少係產品屬較高客製化受客戶需求波動所致。
2024/40.0238.1298.840.0546.660.031.2本月營收受惠客戶急單需求而較去年同期成長。
2024/30.0164.7-27.690.0330.540.031.52-
2024/20.01-54.2798.250.02123.630.022.18本月營收受惠客戶急單需求而較去年同期成長。
2024/10.011043.84137.530.01137.530.022.63本月營收受惠客戶備貨以應付年後生產需求而較去年同期成長。
2023/120.0-53.9-91.330.129.140.013.76本月無受惠疫情解封的急單出貨,及公司晶片屬較高客製化受客戶產品停產所致。
2023/110.0-69.28-24.390.1224.620.022.21-
2023/100.01-13.5566.90.1226.570.041.42本月營收較去年同期略微增加,主係有急單出貨所致。
2023/90.01-31.520.560.1124.050.031.71-
2023/80.02400.3252.80.127.250.031.56本月營收較去年同期略微增加,主係有急單出貨所致。
2023/70.0-76.95-43.730.0823.40.051.0-
2023/60.01-60.069.880.0829.380.050.73-
2023/50.03332.9201.250.0734.190.060.7本月營收較去年同期增加,主係疫情解封客戶端需求有少量客製化訂單累積出貨及小量急單所致。
2023/40.01-49.77-30.720.03-14.340.031.5-
2023/30.02351.67.940.03-7.590.032.38-
2023/20.0-45.2-59.260.01-24.880.022.43本月營收較去年同期減少,主係客戶端需求減少所致。
2023/10.01-58.2639.730.0139.730.022.4-
2022/120.01302.14-32.270.11-64.170.022.06本年度累計營收較去年同期減少,主係客戶端需求減少所致。
2022/110.0-32.18-30.140.1-66.590.022.53本年度累計營收較去年同期減少,主係客戶端需求減少所致。
2022/100.01-47.91-4.840.09-67.270.031.91本年度累計營收較去年同期減少,主係客戶端需求減少所致。
2022/90.014.0370.870.09-68.560.031.91本月營收較去年同期增加,主係客戶端預訂訂單陸續出貨所致。
2022/80.0184.21-54.380.08-71.70.031.79本月營收較去年同期減少,主係客戶需求減少所致。
2022/70.01-54.98-77.940.07-73.230.031.73本月營收較去年同期減少,主係客戶端需求減少所致。
2022/60.019.48-66.60.06-72.710.032.02本月營收較去年同期減少,主係客戶端需求減少所致。
2022/50.01-0.44-45.160.05-73.890.041.9本月營收較去年同期減少,主係客戶端需求減少所致。
2022/40.01-21.74-73.860.04-77.340.032.06本月營收較去年同期減少,主係客戶端需求減少所致。
2022/30.0170.42-81.630.03-78.520.033.3本月營收較去年同期減少,主係客戶端需求減少所致。
2022/20.0187.94-71.860.01-73.540.042.57本月營收較去年同期減少,係受春節年假工作天數減少及客戶端生產銷售週期屬淡季所致。
2022/10.0-79.77-76.20.0-76.20.032.82本月營收較去年同期減少,主要係上游晶圓廠延後交貨及汽車市場因零件缺料生產減少,致本公司MCU產品及車載DVR晶片銷售量減少。
2021/120.02314.7978.340.3111.920.033.31本月營收較去年同期增加,係USB AUDIO產品出貨增加所致。
2021/110.01-7.61-81.590.298.840.026.36本月營收較去年同期減少,主要係上游晶圓廠延後交貨及汽車市場因零件缺料生產減少,致本公司MCU產品及車載DVR晶片銷售量減少。
2021/100.01-6.47-80.830.2919.830.033.22本月營收較去年同期減少,主要係汽車市場因零件缺料導致生產量減少,致本公司車載DVR晶片銷售量減少。
2021/90.01-72.22-81.260.2834.390.052.06本月營收較去年同期減少,主要係汽車市場因零件缺料導致生產量減少,致本公司車載DVR晶片銷售量減少。
2021/80.02-10.92-1.150.2756.120.081.31本期累計營收較去年同期增加,主係去年因疫情影響導致營收下降,而本期客戶對產品需求增加所致。
2021/70.02-31.84-23.950.2564.540.081.34本期累計營收較去年同期增加,主係去年因疫情影響導致營收下降,而本期客戶對產品需求增加所致。
2021/60.0479.74185.880.2388.720.11.0本期營收較去年同期增加,主係去年因疫情影響導致營收下降,而本期客戶對產品需求增加所致。
2021/50.02-52.54-4.00.1977.130.140.71本期營收較去年同期增加,主係去年因疫情影響導致營收下降,而本期客戶對產品需求增加所致。
2021/40.04-44.99227.010.1797.130.150.66本期營收較去年同期增加,主係去年因疫情影響導致營收下降,而本期客戶對產品需求增加所致。
2021/30.08161.070.970.1373.760.130.79本期營收較去年同期增加,主係去年因疫情影響導致營收下降,而本期客戶對產品需求增加所致。
2021/20.0358.94255.880.0578.410.061.63本月營收較去年同期增加,係因去年大陸客戶受疫情影響,延後復工致出貨量減少,故本年度較去年同期增加。
2021/10.0251.61-0.470.02-0.470.061.66-
2020/120.01-57.18-57.120.28-50.690.071.68本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/110.03-3.81-50.060.27-50.350.091.3本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/100.03-8.57-58.490.24-50.380.091.4本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/90.0346.55-7.950.21-48.940.091.36-
2020/80.02-31.47-63.480.18-52.880.071.76本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量滅少所致。
2020/70.03156.24-13.30.15-50.780.071.79本年營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/60.01-39.64-55.890.12-55.980.052.97本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/50.0261.64-51.070.11-55.990.081.75本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/40.01-71.24-79.70.09-57.060.072.08本月營收較去年同期減少,係因行車紀錄器市場需求減緩及肺炎疫情影響出貨量減少所致。
2020/30.05443.28-30.50.07-46.270.072.05-
2020/20.01-55.54-66.00.03-61.050.062.66本月營收較去年同期減少,係因行車紀錄器市場需求減緩及大陸疫情復工日期延後出貨量減少所致。
2020/10.02-34.69-58.350.02-58.350.111.42本月營收較去年同期減少,係因行車紀錄器市場需求減緩及適逢農曆春節假期出貨量減少所致。
2019/120.03-50.12-30.620.57-30.540.0N/A-
2019/110.06-20.0551.430.54-30.530.0N/A本月營收較去年同期增加,主係本期客戶訂單需求增加,以致本月營收較去年同期增加。
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)1600.0-0.340-0.4500.129.0940.69106.23-591.860-448.650-0.730-0.550-0.540
2022 (9)1600.0-0.320-0.4800.11-64.5219.73-58.62-693.520-473.160-0.780-0.530-0.510
2021 (8)1600.0-0.270-0.4200.3110.7147.6846.75-213.020-143.300-0.670-0.450-0.440
2020 (7)1600.0-0.370-0.5000.28-50.8832.49-22.18-288.030-219.290-0.810-0.610-0.60
2019 (6)1600.0-0.390-0.5100.57-30.4941.75-0.64-147.550-116.330-0.840-0.660-0.630
2018 (5)1600.0-0.300-0.4800.82-25.4542.029.09-96.900-63.530-0.790-0.520-0.490
2017 (4)1600.0-0.170-0.4801.1-41.1838.52-11.26-76.390-22.370-0.840-0.250-0.180
2016 (3)1600.0-0.170-0.2801.87-12.2143.417.21-28.520-20.050-0.530-0.380-0.280
2015 (2)1600.0-0.210-0.3502.139.2340.49-1.36-30.730-20.950-0.660-0.450-0.340
2014 (1)1600.0-0.320-0.5001.95-29.8641.050-45.280-31.150-0.880-0.60-0.510

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