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(%)
24Q1 (20)140.00.00.28170.0207.69-0.14-100.051.720.28152.83207.690.09-10.0-25.020.741.7277.57-24.01-22.943.5444.97178.95256.31-0.020.033.330.04180.0200.045.01178.4256.6744.97178.95256.31-16.54-107.85-16.66
23Q4 (19)140.00.0-0.40-385.71-81.82-0.0766.6750.0-0.53-307.6932.910.1-23.08-47.3720.39848.3772.21-19.5323.59-92.79-56.96-483.83-265.13-0.0233.330.0-0.05-350.0-66.67-57.41-486.34-260.84-56.96-483.83-265.13-11.54207.1533.34
23Q3 (18)140.0-84.270.14800.01500.0-0.210.0-50.0-0.1353.57-44.440.130.0-51.852.15-69.8-65.65-25.56-4.2-197.914.841004.88472.86-0.030.0-50.00.020300.014.861011.66476.214.841004.88472.864.17446.1513.79
23Q2 (17)140.0-84.27-0.0292.3133.33-0.2127.590.0-0.28-7.69-300.00.138.33-23.537.12-39.04-14.01-24.531.45-53.31-1.6494.388.95-0.030.00.00100.0100.0-1.6394.3389.09-1.6494.388.95-14.2637.06-39.77
23Q1 (16)140.0-84.27-0.26-18.18-420.0-0.29-107.140.0-0.2667.09-420.00.12-36.84-14.2911.68-1.35194.95-24.89-145.7110.31-28.77-84.425.05-0.03-50.025.0-0.04-33.330.0-28.73-80.585.18-28.77-84.425.05-33.23-1059.09-53.57
22Q4 (15)14-84.27-84.27-0.22-2100.0-450.0-0.140.051.72-0.79-777.78-1875.00.19-29.6390.011.8489.145.06-10.13-18.0770.5-15.60-291.9658.15-0.020.033.33-0.03-200.025.0-15.91-302.7857.7-15.60-291.9658.1514.60-1016.6616.66
22Q3 (14)890.00.0-0.0166.67-112.5-0.1433.330.0-0.09-28.5700.2758.82575.06.26-24.4-80.5-8.5846.3880.08-3.9873.18-102.3-0.0233.330.0-0.0166.67-114.29-3.9573.56-102.28-3.9873.18-102.340.1253.3430.46
22Q2 (13)890.00.0-0.0340.025.0-0.2127.5927.59-0.07-40.022.220.1721.43183.338.28109.09-57.03-16.0042.3469.73-14.8451.0274.1-0.0325.00.0-0.0325.025.0-14.9450.6974.13-14.8451.0274.130.717.5013.79
22Q1 (12)890.00.0-0.05-25.00.0-0.290.00.0-0.05-25.00.00.1440.0250.03.96-64.86-83.38-27.7519.1972.0-30.3018.7271.54-0.04-33.330.0-0.040.00.0-30.3019.4471.44-30.3018.7271.5495.00-87.50-53.57
21Q4 (11)890.053.45-0.04-150.098.24-0.29-107.1496.5-0.04098.530.1150.0233.3311.27-64.9-51.82-34.3420.2999.02-37.28-121.5299.07-0.03-50.097.41-0.04-157.1496.97-37.61-121.6899.06-37.28-121.5299.0758.3475.00-27.71
21Q3 (10)890.056.140.08300.0180.0-0.1451.7261.110.00100.0100.00.04-33.330.032.1166.6325.82-43.0818.4962.33173.25402.36216.97-0.0233.3350.00.07275.0216.67173.46400.31217.49173.25402.36216.978.34160.0025.86
21Q2 (9)890.048.33-0.0420.063.64-0.290.032.56-0.09-80.075.00.0650.0100.019.27-19.1-17.33-52.8546.6769.71-57.3046.1873.06-0.0325.040.0-0.040.042.86-57.7645.5672.9-57.3046.1873.0641.6658.9048.25
21Q1 (8)8953.4556.14-0.0597.880.0-0.2996.5-38.1-0.0598.1680.00.0433.330.023.821.84-20.07-99.1097.1822.88-106.4797.3473.09-0.0496.5520.0-0.0496.9771.43-106.0997.3475.36-106.4797.3473.094.16-1036.10-1053.14
20Q4 (7)581.751.75-2.27-2170.0-22800.0-8.29-2202.78-11742.86-2.72-491.3-1611.110.03-25.0-98.9223.39-8.35600.3-3508.32-2967.52-1002477.14-3996.70-2598.47-3996800.0-1.16-2800.0-11700.0-1.32-2100.00-3988.17-2601.28-676061.02-3996.70-2598.47-3996800.04.16-1080.45-1093.25
20Q3 (6)57-5.00.0-0.109.09-225.0-0.3616.28-150.7-0.46-27.78-370.590.0433.33-99.3225.529.48633.33-114.3734.44-6525.28-148.1130.35-20114.86-0.0420.0-140.0-0.0614.29-250.0-147.6430.73-21497.1-148.1130.35-20114.864.1632.55-44.24
20Q2 (5)605.265.26-0.1156.0-257.14-0.43-104.76-175.44-0.36-44.0-460.00.03-25.0-99.4323.31-21.78600.0-174.46-35.77-10803.07-212.6646.24-28837.84-0.050.0-155.56-0.0750.0-275.0-213.1450.49-25473.81-212.6646.24-28837.84--0.00
20Q1 (4)570.00.0-0.25-2600.00.0-0.21-200.00.0-0.25-238.890.00.04-98.560.029.80792.220.0-128.50-36814.290.0-395.60-395700.00.0-0.05-600.00.0-0.1400.0-430.53-73071.190.0-395.60-395700.00.0--0.00
19Q4 (3)570.00.00.01-87.50.0-0.07-109.860.00.185.880.02.78-52.720.03.34-4.020.00.35-80.340.00.10-86.490.00.01-90.00.00-100.00.00.59-14.490.00.10-86.490.0--0.00
19Q3 (2)570.00.00.0814.290.00.7124.560.00.1770.00.05.8811.570.03.484.50.01.789.20.00.740.00.00.111.110.00.040.00.00.69-17.860.00.740.00.0--0.00
19Q2 (1)570.00.00.070.00.00.570.00.00.100.00.05.270.00.03.330.00.01.630.00.00.740.00.00.090.00.00.040.00.00.840.00.00.740.00.0--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)
2024/60.0788.2243.510.22-12.870.14N/A主要係終端客戶需求復甦緩慢,使庫存去化週期延長,本年營收較去年同期減少3,302仟元。
2024/50.0442.29-5.920.15-26.640.09N/A主要係終端客戶需求復甦緩慢,使庫存去化週期延長,本年營收較去年同期減少5,493仟元。
2024/40.0314.61-36.240.11-31.760.09N/A主要係終端客戶需求復甦緩慢,使庫存去化週期延長,本年營收較去年同期減少5,251仟元。
2024/30.02-39.15113.410.09-30.210.090.7主要係終端客戶需求復甦緩慢,使庫存去化週期延長,本年營收較去年同期減少3,717仟元。
2024/20.0463.94-22.510.06-44.360.10.61主要係半導體材料終端客戶需求復甦緩慢,使庫存去化週期延長,本年營收較去年同期減少3,809仟元。
2024/10.02-34.24-61.960.02-61.960.110.57主要係半導體材料終端客戶需求復甦緩慢,使庫存去化週期延長,本年營收較去年同期減少3,558仟元。
2023/120.04-22.28-43.110.48-37.770.10.94主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少32,006仟元。
2023/110.05245.91-23.850.45-37.30.091.02主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少29,658仟元。
2023/100.01-53.48-80.60.4-38.560.090.99主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少27,775仟元。
2023/90.03-41.14-67.790.39-33.580.131.24主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少21,470仟元。
2023/80.05-6.37-42.110.36-27.380.151.06主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少15,322仟元。
2023/70.053.43-48.660.31-24.340.141.12主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少11,774仟元。
2023/60.0523.37-25.780.26-16.280.131.57主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少7,469仟元。
2023/50.04-3.56-32.080.21-13.590.092.23主要係半導體材料終端客戶去化庫存,需求減少,本年累計營收較去年同期累計減少3,242仟元。
2023/40.04283.683.490.17-7.360.12.03主要係半導體材料終端客戶去化庫存,需求減少。
2023/30.01-77.9-68.10.12-10.590.121.46主要係半導體材料客戶去化庫存需求減少約3,497仟元所致。
2023/20.05-19.51331.540.118.710.181.03主要係半導體材料產品需求增加約2,689仟元所致。
2023/10.06-1.66-32.130.06-32.130.190.97主要係半導體材料產品需求減少約3,106仟元所致
2022/120.064.0270.970.77219.810.190.83111年新增半導體材料客戶及產品需求增加營業收入
2022/110.06-11.87118.790.71246.60.220.73111年主要係受烏俄戰爭及通膨影響,代理商銷量減少,Audio IC減少;新增半導體材料客戶及產品需求增加營業收入
2022/100.07-22.76106.290.65266.580.240.66主要係銷售半導體材料本月增加2,504仟元/本年增加57,699仟元所致
2022/90.095.781425.850.58303.720.270.65主要係銷售半導體材料,本月增加10,265仟元,本年增加58,801仟元所致
2022/80.08-16.97825.710.49256.270.250.71主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/70.149.55262.480.41216.110.230.78主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/60.0712.89322.940.31203.260.171.18主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/50.0646.95112.40.24180.680.141.48主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/40.0418.24131.80.18214.740.092.3主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/30.03198.877.990.14252.20.141.02主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/20.01-87.343205.710.11362.920.141.0主要係半導體客戶需求增加,並新增半導體材料客戶所致
2022/10.09147.751266.510.091266.510.160.9主要係半導體客戶需求增加,並新增半導體材料客戶所致
2021/120.0433.1193.090.2474.860.10.82主要係半導體客戶需求增加,並新增半導體材料客戶所致
2021/110.03-16.9377.10.2171.940.071.2主要係半導體客戶需求增加,並新增半導體材料客戶所致
2021/100.03471.23310.330.1856.310.051.66本年積體電路產品銷售較去年同期增加所致
2021/90.01-35.82-32.950.1436.70.040.7-
2021/80.01-67.4826.030.1442.980.050.56-
2021/70.0374.523.680.1344.340.070.41-
2021/60.02-43.314.240.151.350.060.65本月積體電路產品銷售較去年同期增加。
2021/50.0360.37367.60.0861.240.080.51本月積體電路產品銷售較去年同期增加。
2021/40.02-44.957.50.0621.510.050.8本月積體電路產品銷售較去年同期增加。
2021/30.039048.57295.30.0410.150.041.28本月積體電路產品銷售較去年同期增加
2021/20.0-94.76-95.440.01-74.260.031.91本月及本年積體電路產品銷售較去年同期減少。
2021/10.01-64.99-66.00.01-66.00.031.58本月及本年累計積體電路產品銷售較去年同期減少
2020/120.02228.91158.240.14-99.270.032.121.去年本月因電腦週邊產品銷售減少;本月營收較去年同期增加係因積體電路銷售增加所致。2.本年電腦週邊產品銷售較去年減少。
2020/110.01-28.53-99.520.12-99.370.023.09本期電腦週邊(HDD+SSD)產品銷售較去年同期短少.
2020/100.01-6.65-99.470.11-99.360.022.91本期電腦週邊(HDD+SSD)產品銷售較去年同期短少.
2020/90.0120.63-99.510.11-99.350.041.3本期電腦週邊(HDD+SSD)產品銷售較去年同期短少
2020/80.01-68.09-99.640.1-99.330.041.14本期電腦週邊(HDD+SSD)產品銷售較去年同期短少
2020/70.0261.18-98.880.09-99.270.041.17本期電腦週邊(HDD+SSD)產品銷售較去年同期短少
2020/60.01132.06-99.30.07-99.350.030.96本期電腦週邊(HDD+SSD)產品銷售較去年同期短少170,491仟元
2020/50.01-45.98-99.610.05-99.370.031.18本期電腦週邊商品較去年同期減少155,491仟元
2020/40.0138.27-99.330.05-99.310.031.11本期電腦週邊商品較去年同期減少 $ 168,819仟元
2020/30.015.46-99.630.04-99.30.040.85本期電腦週邊商品較去年同期減少 $ 184,962仟元
2020/20.01-60.97-99.440.03-99.060.030.86本期電腦週邊商品較去年同期減少 $ 138,071仟元
2020/10.02165.94-98.720.02-98.721.260.02本期電腦週邊商品較去年同期減少 $153,776仟元
2019/120.01-99.39-99.6719.05-4.642.780.01本期電腦週邊商品較去年同期減少 $ 222,969仟元
2019/111.23-20.61-20.6519.047.714.580.01-
2019/101.55-14.22-13.7217.8310.55.40.01-
2019/91.8-12.081.2516.2713.465.880.16-
2019/82.051.333.8414.4615.190.0N/A-
2019/72.030.9733.5812.4112.60.0N/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)140.0-0.530-0.7900.48-37.669.5824.74-23.910-15.100-0.120-0.070-0.070
2022 (9)14-84.27-0.790-0.7900.77220.837.68-59.66-14.000-13.920-0.110-0.110-0.110
2021 (8)8953.45-0.040-0.8600.2471.4319.04-25.65-51.090-16.240-0.120-0.040-0.040
2020 (7)581.75-2.720-9.2100.14-99.2725.61644.48-942.290-1145.460-1.30-1.590-1.580
2019 (6)570.00.18-33.331.79-28.419.05-4.653.44-2.551.42-16.470.53-30.260.27-20.590.12-14.290.1-33.33
2018 (5)570.00.27-49.062.50-5.319.986.453.53-11.311.70-22.370.76-52.50.34-17.070.14-58.820.15-50.0
2017 (4)570.00.53430.02.6460.9818.7738.123.987.572.1925.141.60263.640.4170.830.34466.670.3400.0
2016 (3)571.790.10233.331.64013.59176.223.70-12.741.7500.4412.820.2400.0600.06200.0
2015 (2)565.660.030-0.7904.921044.194.24-50.06-2.9900.390-0.150-0.0100.020
2014 (1)53-37.65-0.680-2.6400.4326.478.490-85.430-84.700-0.370-0.370-0.370

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