- 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
加權平均股數 QoQ YoY | EPS 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) | 127 | 8.55 | 8.55 | 0.16 | -52.94 | -63.64 | 0.26 | 766.67 | -25.71 | 0.73 | 25.86 | -39.17 | 9.79 | 1.77 | 3.6 | 22.42 | -1.71 | -19.12 | 6.19 | -9.37 | -31.22 | 4.13 | -46.5 | -46.85 | 0.61 | -7.58 | -28.24 | 0.2 | -50.0 | -60.78 | 4.85 | -54.2 | -50.1 | 4.13 | -46.5 | -46.85 | 8.84 | -11.08 | 345.83 |
24Q2 (19) | 117 | -2.5 | 0.0 | 0.34 | 30.77 | -8.11 | 0.03 | -75.0 | -89.66 | 0.58 | 123.08 | -23.68 | 9.62 | 15.9 | 9.44 | 22.81 | -10.93 | -14.7 | 6.83 | -15.16 | -24.86 | 7.72 | 1.45 | 15.05 | 0.66 | -1.49 | -17.5 | 0.4 | 29.03 | -6.98 | 10.59 | 6.75 | 8.62 | 7.72 | 1.45 | 15.05 | 9.51 | 6.01 | 12.50 |
24Q1 (18) | 120 | 2.56 | 2.56 | 0.26 | -18.75 | -35.0 | 0.12 | 100.0 | -72.09 | 0.26 | -82.89 | -35.0 | 8.3 | 3.11 | 0.97 | 25.61 | -3.58 | -11.17 | 8.05 | 47.17 | -26.42 | 7.61 | -10.89 | 0.53 | 0.67 | 52.27 | -25.56 | 0.31 | -16.22 | -32.61 | 9.92 | 7.36 | 0.61 | 7.61 | -10.89 | 0.53 | -5.85 | -23.01 | 8.57 |
23Q4 (17) | 117 | 0.0 | -2.5 | 0.32 | -27.27 | -3.03 | 0.06 | -82.86 | -85.37 | 1.52 | 26.67 | -17.84 | 8.05 | -14.81 | -7.89 | 26.56 | -4.18 | -4.46 | 5.47 | -39.22 | -34.8 | 8.54 | 9.91 | 44.26 | 0.44 | -48.24 | -39.73 | 0.37 | -27.45 | -5.13 | 9.24 | -4.94 | 33.91 | 8.54 | 9.91 | 44.26 | -3.65 | -4.17 | -31.09 |
23Q3 (16) | 117 | 0.0 | -1.68 | 0.44 | 18.92 | -13.73 | 0.35 | 20.69 | 34.62 | 1.20 | 57.89 | -20.53 | 9.45 | 7.51 | -10.09 | 27.72 | 3.66 | 11.64 | 9.00 | -0.99 | 6.01 | 7.77 | 15.8 | -0.13 | 0.85 | 6.25 | -4.49 | 0.51 | 18.6 | -16.39 | 9.72 | -0.31 | -12.67 | 7.77 | 15.8 | -0.13 | 7.22 | 5.71 | -5.94 |
23Q2 (15) | 117 | 0.0 | -4.1 | 0.37 | -7.5 | -32.73 | 0.29 | -32.56 | 16.0 | 0.76 | 90.0 | -24.0 | 8.79 | 6.93 | -9.1 | 26.74 | -7.25 | 3.4 | 9.09 | -16.91 | 4.72 | 6.71 | -11.36 | -26.02 | 0.8 | -11.11 | -4.76 | 0.43 | -6.52 | -35.82 | 9.75 | -1.12 | -20.99 | 6.71 | -11.36 | -26.02 | 0.49 | 6.86 | -13.84 |
23Q1 (14) | 117 | -2.5 | -4.88 | 0.40 | 21.21 | -13.04 | 0.43 | 4.88 | 22.86 | 0.40 | -78.38 | -13.04 | 8.22 | -5.95 | -17.88 | 28.83 | 3.71 | 10.5 | 10.94 | 30.39 | 17.38 | 7.57 | 27.87 | 1.2 | 0.9 | 23.29 | -3.23 | 0.46 | 17.95 | -17.86 | 9.86 | 42.9 | -6.36 | 7.57 | 27.87 | 1.2 | -11.39 | -7.04 | 31.29 |
22Q4 (13) | 120 | 0.84 | -4.76 | 0.33 | -35.29 | -36.54 | 0.41 | 57.69 | -28.07 | 1.85 | 22.52 | -6.09 | 8.74 | -16.84 | -16.76 | 27.80 | 11.96 | -2.35 | 8.39 | -1.18 | -26.47 | 5.92 | -23.91 | -29.86 | 0.73 | -17.98 | -39.17 | 0.39 | -36.07 | -40.91 | 6.90 | -38.01 | -35.69 | 5.92 | -23.91 | -29.86 | -4.08 | -21.28 | 30.84 |
22Q3 (12) | 119 | -2.46 | -5.56 | 0.51 | -7.27 | -13.56 | 0.26 | 4.0 | -45.83 | 1.51 | 51.0 | 5.59 | 10.51 | 8.69 | -1.59 | 24.83 | -3.98 | -4.98 | 8.49 | -2.19 | -17.81 | 7.78 | -14.22 | -14.79 | 0.89 | 5.95 | -19.09 | 0.61 | -8.96 | -17.57 | 11.13 | -9.81 | -3.64 | 7.78 | -14.22 | -14.79 | 2.64 | 6.15 | -12.29 |
22Q2 (11) | 122 | -0.81 | -3.94 | 0.55 | 19.57 | 22.22 | 0.25 | -28.57 | -45.65 | 1.00 | 117.39 | 17.65 | 9.67 | -3.4 | -5.57 | 25.86 | -0.88 | -4.08 | 8.68 | -6.87 | -14.99 | 9.07 | 21.26 | 27.03 | 0.84 | -9.68 | -20.0 | 0.67 | 19.64 | 17.54 | 12.34 | 17.19 | 23.15 | 9.07 | 21.26 | 27.03 | -4.04 | 4.02 | -33.59 |
22Q1 (10) | 123 | -2.38 | -3.15 | 0.46 | -11.54 | 15.0 | 0.35 | -38.6 | 6.06 | 0.46 | -76.65 | 15.0 | 10.01 | -4.67 | -4.03 | 26.09 | -8.36 | -2.72 | 9.32 | -18.32 | -0.43 | 7.48 | -11.37 | 10.98 | 0.93 | -22.5 | -5.1 | 0.56 | -15.15 | 9.8 | 10.53 | -1.86 | 3.13 | 7.48 | -11.37 | 10.98 | -3.18 | -11.70 | -9.93 |
21Q4 (9) | 126 | 0.0 | -1.56 | 0.52 | -11.86 | 6.12 | 0.57 | 18.75 | -19.72 | 1.97 | 37.76 | -2.48 | 10.5 | -1.69 | -1.04 | 28.47 | 8.96 | -9.24 | 11.41 | 10.45 | -15.73 | 8.44 | -7.56 | 4.33 | 1.2 | 9.09 | -16.67 | 0.66 | -10.81 | 4.76 | 10.73 | -7.1 | -2.45 | 8.44 | -7.56 | 4.33 | 1.30 | 9.62 | 11.55 |
21Q3 (8) | 126 | -0.79 | -0.79 | 0.59 | 31.11 | 3.51 | 0.48 | 4.35 | -37.66 | 1.43 | 68.24 | -6.54 | 10.68 | 4.3 | 0.09 | 26.13 | -3.08 | -14.36 | 10.33 | 1.18 | -24.27 | 9.13 | 27.87 | 13.56 | 1.1 | 4.76 | -24.14 | 0.74 | 29.82 | 2.78 | 11.55 | 15.27 | 3.49 | 9.13 | 27.87 | 13.56 | 1.24 | 21.80 | 21.87 |
21Q2 (7) | 127 | 0.0 | 0.0 | 0.45 | 12.5 | -39.19 | 0.46 | 39.39 | -36.99 | 0.85 | 112.5 | -10.53 | 10.24 | -1.82 | -3.49 | 26.96 | 0.52 | -14.36 | 10.21 | 9.08 | -30.21 | 7.14 | 5.93 | -34.5 | 1.05 | 7.14 | -32.26 | 0.57 | 11.76 | -39.36 | 10.02 | -1.86 | -32.07 | 7.14 | 5.93 | -34.5 | -1.76 | -2.94 | -7.07 |
21Q1 (6) | 127 | -0.78 | -3.05 | 0.40 | -18.37 | 81.82 | 0.33 | -53.52 | 371.43 | 0.40 | -80.2 | 81.82 | 10.43 | -1.7 | 70.98 | 26.82 | -14.5 | 0.68 | 9.36 | -30.87 | 94.59 | 6.74 | -16.69 | 16.21 | 0.98 | -31.94 | 237.93 | 0.51 | -19.05 | 75.86 | 10.21 | -7.18 | 26.67 | 6.74 | -16.69 | 16.21 | -1.13 | -16.20 | -30.66 |
20Q4 (5) | 128 | 0.79 | -5.88 | 0.49 | -14.04 | 48.48 | 0.71 | -7.79 | 47.92 | 2.02 | 32.03 | 65.57 | 10.61 | -0.56 | 23.52 | 31.37 | 2.82 | 5.27 | 13.54 | -0.73 | 29.08 | 8.09 | 0.62 | 26.01 | 1.44 | -0.69 | 60.0 | 0.63 | -12.5 | 40.0 | 11.00 | -1.43 | 28.21 | 8.09 | 0.62 | 26.01 | - | - | 0.00 |
20Q3 (4) | 127 | 0.0 | 0.0 | 0.57 | -22.97 | 0.0 | 0.77 | 5.48 | 0.0 | 1.53 | 61.05 | 0.0 | 10.67 | 0.57 | 0.0 | 30.51 | -3.08 | 0.0 | 13.64 | -6.77 | 0.0 | 8.04 | -26.24 | 0.0 | 1.45 | -6.45 | 0.0 | 0.72 | -23.4 | 0.0 | 11.16 | -24.34 | 0.0 | 8.04 | -26.24 | 0.0 | - | - | 0.00 |
20Q2 (3) | 127 | -3.05 | 0.0 | 0.74 | 236.36 | 0.0 | 0.73 | 942.86 | 0.0 | 0.95 | 331.82 | 0.0 | 10.61 | 73.93 | 0.0 | 31.48 | 18.17 | 0.0 | 14.63 | 204.16 | 0.0 | 10.90 | 87.93 | 0.0 | 1.55 | 434.48 | 0.0 | 0.94 | 224.14 | 0.0 | 14.75 | 83.0 | 0.0 | 10.90 | 87.93 | 0.0 | - | - | 0.00 |
20Q1 (2) | 131 | -3.68 | 0.0 | 0.22 | -33.33 | 0.0 | 0.07 | -85.42 | 0.0 | 0.22 | -81.97 | 0.0 | 6.1 | -28.99 | 0.0 | 26.64 | -10.6 | 0.0 | 4.81 | -54.15 | 0.0 | 5.80 | -9.66 | 0.0 | 0.29 | -67.78 | 0.0 | 0.29 | -35.56 | 0.0 | 8.06 | -6.06 | 0.0 | 5.80 | -9.66 | 0.0 | - | - | 0.00 |
19Q4 (1) | 136 | 0.0 | 0.0 | 0.33 | 0.0 | 0.0 | 0.48 | 0.0 | 0.0 | 1.22 | 0.0 | 0.0 | 8.59 | 0.0 | 0.0 | 29.80 | 0.0 | 0.0 | 10.49 | 0.0 | 0.0 | 6.42 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.45 | 0.0 | 0.0 | 8.58 | 0.0 | 0.0 | 6.42 | 0.0 | 0.0 | - | - | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 2.86 | 11.69 | 3.51 | 33.13 | 3.6 | 8.49 | N/A | - | ||
2024/10 | 2.56 | -16.53 | -6.88 | 30.27 | 3.61 | 8.99 | N/A | - | ||
2024/9 | 3.07 | -8.49 | 4.68 | 27.71 | 4.7 | 9.79 | 0.41 | - | ||
2024/8 | 3.36 | -0.35 | -1.8 | 24.64 | 4.7 | 9.93 | 0.41 | - | ||
2024/7 | 3.37 | 5.03 | 8.49 | 21.28 | 5.81 | 9.81 | 0.41 | - | ||
2024/6 | 3.21 | -1.01 | 11.47 | 17.92 | 5.32 | 9.62 | 0.42 | - | ||
2024/5 | 3.24 | 1.92 | 1.52 | 14.71 | 4.07 | 9.38 | 0.43 | - | ||
2024/4 | 3.18 | 7.33 | 16.52 | 11.47 | 4.81 | 8.4 | 0.48 | - | ||
2024/3 | 2.96 | 30.73 | -3.24 | 8.3 | 0.93 | 8.3 | 0.46 | - | ||
2024/2 | 2.26 | -26.32 | -14.01 | 5.34 | 3.4 | 7.87 | 0.49 | - | ||
2024/1 | 3.07 | 21.16 | 21.55 | 3.07 | 21.55 | 8.37 | 0.46 | - | ||
2023/12 | 2.54 | -8.25 | -0.75 | 34.52 | -11.32 | 8.05 | 0.46 | - | ||
2023/11 | 2.76 | 0.46 | -9.36 | 31.98 | -12.06 | 8.45 | 0.44 | - | ||
2023/10 | 2.75 | -6.16 | -12.08 | 29.22 | -12.31 | 9.1 | 0.41 | - | ||
2023/9 | 2.93 | -14.16 | -19.66 | 26.46 | -12.33 | 9.45 | 0.41 | - | ||
2023/8 | 3.42 | 10.1 | -2.2 | 23.53 | -11.32 | 9.4 | 0.41 | - | ||
2023/7 | 3.1 | 7.91 | -7.78 | 20.12 | -12.71 | 9.17 | 0.42 | - | ||
2023/6 | 2.88 | -9.84 | -20.71 | 17.01 | -13.55 | 8.79 | 0.42 | - | ||
2023/5 | 3.19 | 16.98 | 3.21 | 14.14 | -11.93 | 8.98 | 0.41 | - | ||
2023/4 | 2.73 | -10.88 | -7.62 | 10.95 | -15.55 | 8.42 | 0.44 | - | ||
2023/3 | 3.06 | 16.18 | -17.3 | 8.22 | -17.88 | 8.22 | 0.48 | - | ||
2023/2 | 2.63 | 4.15 | -2.29 | 5.16 | -18.23 | 7.72 | 0.51 | - | ||
2023/1 | 2.53 | -1.07 | -30.1 | 2.53 | -30.1 | 8.13 | 0.48 | - | ||
2022/12 | 2.56 | -16.21 | -27.42 | 38.93 | -6.96 | 8.74 | 0.47 | - | ||
2022/11 | 3.05 | -2.54 | -18.76 | 36.37 | -5.08 | 9.83 | 0.42 | - | ||
2022/10 | 3.13 | -14.25 | -2.89 | 33.32 | -3.6 | 10.27 | 0.4 | - | ||
2022/9 | 3.65 | 4.48 | 3.57 | 30.19 | -3.67 | 10.51 | 0.43 | - | ||
2022/8 | 3.49 | 3.81 | -2.24 | 26.54 | -4.59 | 10.49 | 0.43 | - | ||
2022/7 | 3.37 | -7.2 | -6.0 | 23.05 | -4.93 | 10.08 | 0.44 | - | ||
2022/6 | 3.63 | 17.35 | 6.07 | 19.68 | -4.75 | 9.67 | 0.53 | - | ||
2022/5 | 3.09 | 4.7 | -7.7 | 16.05 | -6.9 | 9.74 | 0.52 | - | ||
2022/4 | 2.95 | -20.22 | -14.91 | 12.96 | -6.7 | 9.35 | 0.54 | - | ||
2022/3 | 3.7 | 37.27 | -0.29 | 10.01 | -3.97 | 10.01 | 0.59 | - | ||
2022/2 | 2.7 | -25.48 | 0.48 | 6.31 | -6.01 | 9.83 | 0.6 | - | ||
2022/1 | 3.62 | 2.71 | -10.33 | 3.62 | -10.33 | 10.89 | 0.54 | - | ||
2021/12 | 3.52 | -6.23 | 0.22 | 41.84 | 10.13 | 10.5 | 0.59 | - | ||
2021/11 | 3.76 | 16.5 | -0.83 | 38.32 | 11.14 | 10.5 | 0.59 | - | ||
2021/10 | 3.22 | -8.54 | -2.61 | 34.56 | 12.62 | 10.32 | 0.6 | - | ||
2021/9 | 3.52 | -1.38 | -11.07 | 31.34 | 14.47 | 10.68 | 0.53 | - | ||
2021/8 | 3.57 | -0.17 | 4.07 | 27.82 | 18.79 | 10.57 | 0.54 | - | ||
2021/7 | 3.58 | 4.72 | 9.5 | 24.24 | 21.32 | 10.35 | 0.55 | - | ||
2021/6 | 3.42 | 2.1 | -5.63 | 20.66 | 23.63 | 10.24 | 0.57 | - | ||
2021/5 | 3.35 | -3.46 | -4.03 | 17.24 | 31.74 | 10.53 | 0.55 | - | ||
2021/4 | 3.47 | -6.51 | -0.87 | 13.9 | 44.74 | 9.86 | 0.59 | - | ||
2021/3 | 3.71 | 38.33 | 24.86 | 10.43 | 70.91 | 10.43 | 0.63 | 去年同期受新冠疫情影響營收基期較低, 今年筆記型電腦等需求增加, 新能源及汽車電子相關產品發酵. | ||
2021/2 | 2.68 | -33.5 | 164.85 | 6.72 | 114.65 | 10.23 | 0.64 | 去年同期受新冠疫情影響營收基期較低, 今年2月筆記型電腦/Chromebook需求增加。 新能源及汽車電子相關產品發酵。 | ||
2021/1 | 4.03 | 14.81 | 90.63 | 4.03 | 90.63 | 11.33 | 0.58 | 疫情影響,筆記型電腦 /Chromebook需求強勁,客戶拉貨增加。消費型電子相關應用產品需求成長。新能源相關應用產品發酵。 | ||
2020/12 | 3.51 | -7.22 | 30.6 | 37.99 | 14.59 | 10.61 | 0.56 | - | ||
2020/11 | 3.79 | 14.42 | 19.17 | 34.48 | 13.17 | 11.06 | 0.54 | - | ||
2020/10 | 3.31 | -16.49 | 15.97 | 30.69 | 12.47 | 10.71 | 0.56 | - | ||
2020/9 | 3.96 | 15.42 | 25.33 | 27.38 | 12.06 | 10.67 | 0.38 | - | ||
2020/8 | 3.43 | 5.03 | 13.32 | 23.42 | 10.09 | 10.33 | 0.4 | - | ||
2020/7 | 3.27 | -9.75 | 11.49 | 19.98 | 9.56 | 10.38 | 0.39 | - | ||
2020/6 | 3.62 | 3.84 | 15.47 | 16.71 | 9.18 | 10.61 | 0.42 | - | ||
2020/5 | 3.49 | -0.29 | 25.52 | 13.09 | 7.56 | 9.96 | 0.45 | - | ||
2020/4 | 3.5 | 17.75 | 42.32 | 9.6 | 2.25 | 7.48 | 0.6 | - | ||
2020/3 | 2.97 | 193.43 | 23.31 | 6.1 | -11.96 | 6.1 | 0.65 | - | ||
2020/2 | 1.01 | -52.13 | -42.82 | 3.13 | -30.77 | 5.82 | 0.68 | - | ||
2020/1 | 2.12 | -21.34 | -23.01 | 2.12 | -23.01 | 0.0 | N/A | - | ||
2019/12 | 2.69 | -15.34 | 24.01 | 33.15 | 9.45 | 0.0 | N/A | - |
加權平均股數 YoY | EPS 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) | 117 | -2.5 | 1.49 | -19.46 | 1.13 | -11.02 | 34.52 | -11.33 | 27.46 | 5.29 | 8.66 | -0.8 | 7.63 | 0.39 | 2.99 | -12.06 | 3.33 | -17.16 | 1.78 | -20.18 |
2022 (9) | 120 | -4.76 | 1.85 | -6.09 | 1.27 | -30.98 | 38.93 | -6.96 | 26.08 | -3.73 | 8.73 | -15.49 | 7.60 | -3.43 | 3.4 | -21.3 | 4.02 | -9.66 | 2.23 | -9.72 |
2021 (8) | 126 | -1.56 | 1.97 | -2.48 | 1.84 | -19.65 | 41.84 | 10.13 | 27.09 | -10.89 | 10.33 | -17.16 | 7.87 | -7.41 | 4.32 | -8.86 | 4.45 | 0.91 | 2.47 | -4.63 |
2020 (7) | 128 | -5.88 | 2.02 | 65.57 | 2.29 | 122.33 | 37.99 | 14.6 | 30.40 | 14.37 | 12.47 | 77.38 | 8.50 | 42.38 | 4.74 | 103.43 | 4.41 | 65.17 | 2.59 | 56.97 |
2019 (6) | 136 | 4.62 | 1.22 | 229.73 | 1.03 | 164.1 | 33.15 | 9.44 | 26.58 | 7.09 | 7.03 | 43.76 | 5.97 | 133.2 | 2.33 | 57.43 | 2.67 | 76.82 | 1.65 | 211.32 |
2018 (5) | 130 | 13.04 | 0.37 | -61.86 | 0.39 | -72.34 | 30.29 | -0.56 | 24.82 | -9.12 | 4.89 | -45.91 | 2.56 | -52.42 | 1.48 | -46.18 | 1.51 | -34.06 | 0.53 | -60.15 |
2017 (4) | 115 | 3.6 | 0.97 | 34.72 | 1.41 | 261.54 | 30.46 | 5.14 | 27.31 | 13.23 | 9.04 | 115.24 | 5.38 | 25.41 | 2.75 | 125.41 | 2.29 | 35.5 | 1.33 | 37.11 |
2016 (3) | 111 | -0.89 | 0.72 | 0 | 0.39 | 0 | 28.97 | 1.12 | 24.12 | 75.93 | 4.20 | 0 | 4.29 | 0 | 1.22 | 0 | 1.69 | 0 | 0.97 | 0 |
2015 (2) | 112 | -1.75 | -3.34 | 0 | -1.46 | 0 | 28.65 | -20.15 | 13.71 | -30.16 | -10.62 | 0 | -15.11 | 0 | -3.04 | 0 | -4.93 | 0 | -3.75 | 0 |
2014 (1) | 114 | 0.0 | -0.27 | 0 | -0.50 | 0 | 35.88 | -4.47 | 19.63 | 0 | -2.76 | 0 | -1.11 | 0 | -0.99 | 0 | -0.66 | 0 | -0.31 | 0 |