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)1278.558.550.16-52.94-63.640.26766.67-25.710.7325.86-39.179.791.773.622.42-1.71-19.126.19-9.37-31.224.13-46.5-46.850.61-7.58-28.240.2-50.0-60.784.85-54.2-50.14.13-46.5-46.858.84-11.08345.83
24Q2 (19)117-2.50.00.3430.77-8.110.03-75.0-89.660.58123.08-23.689.6215.99.4422.81-10.93-14.76.83-15.16-24.867.721.4515.050.66-1.49-17.50.429.03-6.9810.596.758.627.721.4515.059.516.0112.50
24Q1 (18)1202.562.560.26-18.75-35.00.12100.0-72.090.26-82.89-35.08.33.110.9725.61-3.58-11.178.0547.17-26.427.61-10.890.530.6752.27-25.560.31-16.22-32.619.927.360.617.61-10.890.53-5.85-23.018.57
23Q4 (17)1170.0-2.50.32-27.27-3.030.06-82.86-85.371.5226.67-17.848.05-14.81-7.8926.56-4.18-4.465.47-39.22-34.88.549.9144.260.44-48.24-39.730.37-27.45-5.139.24-4.9433.918.549.9144.26-3.65-4.17-31.09
23Q3 (16)1170.0-1.680.4418.92-13.730.3520.6934.621.2057.89-20.539.457.51-10.0927.723.6611.649.00-0.996.017.7715.8-0.130.856.25-4.490.5118.6-16.399.72-0.31-12.677.7715.8-0.137.225.71-5.94
23Q2 (15)1170.0-4.10.37-7.5-32.730.29-32.5616.00.7690.0-24.08.796.93-9.126.74-7.253.49.09-16.914.726.71-11.36-26.020.8-11.11-4.760.43-6.52-35.829.75-1.12-20.996.71-11.36-26.020.496.86-13.84
23Q1 (14)117-2.5-4.880.4021.21-13.040.434.8822.860.40-78.38-13.048.22-5.95-17.8828.833.7110.510.9430.3917.387.5727.871.20.923.29-3.230.4617.95-17.869.8642.9-6.367.5727.871.2-11.39-7.0431.29
22Q4 (13)1200.84-4.760.33-35.29-36.540.4157.69-28.071.8522.52-6.098.74-16.84-16.7627.8011.96-2.358.39-1.18-26.475.92-23.91-29.860.73-17.98-39.170.39-36.07-40.916.90-38.01-35.695.92-23.91-29.86-4.08-21.2830.84
22Q3 (12)119-2.46-5.560.51-7.27-13.560.264.0-45.831.5151.05.5910.518.69-1.5924.83-3.98-4.988.49-2.19-17.817.78-14.22-14.790.895.95-19.090.61-8.96-17.5711.13-9.81-3.647.78-14.22-14.792.646.15-12.29
22Q2 (11)122-0.81-3.940.5519.5722.220.25-28.57-45.651.00117.3917.659.67-3.4-5.5725.86-0.88-4.088.68-6.87-14.999.0721.2627.030.84-9.68-20.00.6719.6417.5412.3417.1923.159.0721.2627.03-4.044.02-33.59
22Q1 (10)123-2.38-3.150.46-11.5415.00.35-38.66.060.46-76.6515.010.01-4.67-4.0326.09-8.36-2.729.32-18.32-0.437.48-11.3710.980.93-22.5-5.10.56-15.159.810.53-1.863.137.48-11.3710.98-3.18-11.70-9.93
21Q4 (9)1260.0-1.560.52-11.866.120.5718.75-19.721.9737.76-2.4810.5-1.69-1.0428.478.96-9.2411.4110.45-15.738.44-7.564.331.29.09-16.670.66-10.814.7610.73-7.1-2.458.44-7.564.331.309.6211.55
21Q3 (8)126-0.79-0.790.5931.113.510.484.35-37.661.4368.24-6.5410.684.30.0926.13-3.08-14.3610.331.18-24.279.1327.8713.561.14.76-24.140.7429.822.7811.5515.273.499.1327.8713.561.2421.8021.87
21Q2 (7)1270.00.00.4512.5-39.190.4639.39-36.990.85112.5-10.5310.24-1.82-3.4926.960.52-14.3610.219.08-30.217.145.93-34.51.057.14-32.260.5711.76-39.3610.02-1.86-32.077.145.93-34.5-1.76-2.94-7.07
21Q1 (6)127-0.78-3.050.40-18.3781.820.33-53.52371.430.40-80.281.8210.43-1.770.9826.82-14.50.689.36-30.8794.596.74-16.6916.210.98-31.94237.930.51-19.0575.8610.21-7.1826.676.74-16.6916.21-1.13-16.20-30.66
20Q4 (5)1280.79-5.880.49-14.0448.480.71-7.7947.922.0232.0365.5710.61-0.5623.5231.372.825.2713.54-0.7329.088.090.6226.011.44-0.6960.00.63-12.540.011.00-1.4328.218.090.6226.01--0.00
20Q3 (4)1270.00.00.57-22.970.00.775.480.01.5361.050.010.670.570.030.51-3.080.013.64-6.770.08.04-26.240.01.45-6.450.00.72-23.40.011.16-24.340.08.04-26.240.0--0.00
20Q2 (3)127-3.050.00.74236.360.00.73942.860.00.95331.820.010.6173.930.031.4818.170.014.63204.160.010.9087.930.01.55434.480.00.94224.140.014.7583.00.010.9087.930.0--0.00
20Q1 (2)131-3.680.00.22-33.330.00.07-85.420.00.22-81.970.06.1-28.990.026.64-10.60.04.81-54.150.05.80-9.660.00.29-67.780.00.29-35.560.08.06-6.060.05.80-9.660.0--0.00
19Q4 (1)1360.00.00.330.00.00.480.00.01.220.00.08.590.00.029.800.00.010.490.00.06.420.00.00.90.00.00.450.00.08.580.00.06.420.00.0--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)
2024/112.8611.693.5133.133.68.49N/A-
2024/102.56-16.53-6.8830.273.618.99N/A-
2024/93.07-8.494.6827.714.79.790.41-
2024/83.36-0.35-1.824.644.79.930.41-
2024/73.375.038.4921.285.819.810.41-
2024/63.21-1.0111.4717.925.329.620.42-
2024/53.241.921.5214.714.079.380.43-
2024/43.187.3316.5211.474.818.40.48-
2024/32.9630.73-3.248.30.938.30.46-
2024/22.26-26.32-14.015.343.47.870.49-
2024/13.0721.1621.553.0721.558.370.46-
2023/122.54-8.25-0.7534.52-11.328.050.46-
2023/112.760.46-9.3631.98-12.068.450.44-
2023/102.75-6.16-12.0829.22-12.319.10.41-
2023/92.93-14.16-19.6626.46-12.339.450.41-
2023/83.4210.1-2.223.53-11.329.40.41-
2023/73.17.91-7.7820.12-12.719.170.42-
2023/62.88-9.84-20.7117.01-13.558.790.42-
2023/53.1916.983.2114.14-11.938.980.41-
2023/42.73-10.88-7.6210.95-15.558.420.44-
2023/33.0616.18-17.38.22-17.888.220.48-
2023/22.634.15-2.295.16-18.237.720.51-
2023/12.53-1.07-30.12.53-30.18.130.48-
2022/122.56-16.21-27.4238.93-6.968.740.47-
2022/113.05-2.54-18.7636.37-5.089.830.42-
2022/103.13-14.25-2.8933.32-3.610.270.4-
2022/93.654.483.5730.19-3.6710.510.43-
2022/83.493.81-2.2426.54-4.5910.490.43-
2022/73.37-7.2-6.023.05-4.9310.080.44-
2022/63.6317.356.0719.68-4.759.670.53-
2022/53.094.7-7.716.05-6.99.740.52-
2022/42.95-20.22-14.9112.96-6.79.350.54-
2022/33.737.27-0.2910.01-3.9710.010.59-
2022/22.7-25.480.486.31-6.019.830.6-
2022/13.622.71-10.333.62-10.3310.890.54-
2021/123.52-6.230.2241.8410.1310.50.59-
2021/113.7616.5-0.8338.3211.1410.50.59-
2021/103.22-8.54-2.6134.5612.6210.320.6-
2021/93.52-1.38-11.0731.3414.4710.680.53-
2021/83.57-0.174.0727.8218.7910.570.54-
2021/73.584.729.524.2421.3210.350.55-
2021/63.422.1-5.6320.6623.6310.240.57-
2021/53.35-3.46-4.0317.2431.7410.530.55-
2021/43.47-6.51-0.8713.944.749.860.59-
2021/33.7138.3324.8610.4370.9110.430.63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.
2021/22.68-33.5164.856.72114.6510.230.64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。
2021/14.0314.8190.634.0390.6311.330.58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。
2020/123.51-7.2230.637.9914.5910.610.56-
2020/113.7914.4219.1734.4813.1711.060.54-
2020/103.31-16.4915.9730.6912.4710.710.56-
2020/93.9615.4225.3327.3812.0610.670.38-
2020/83.435.0313.3223.4210.0910.330.4-
2020/73.27-9.7511.4919.989.5610.380.39-
2020/63.623.8415.4716.719.1810.610.42-
2020/53.49-0.2925.5213.097.569.960.45-
2020/43.517.7542.329.62.257.480.6-
2020/32.97193.4323.316.1-11.966.10.65-
2020/21.01-52.13-42.823.13-30.775.820.68-
2020/12.12-21.34-23.012.12-23.010.0N/A-
2019/122.69-15.3424.0133.159.450.0N/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)117-2.51.49-19.461.13-11.0234.52-11.3327.465.298.66-0.87.630.392.99-12.063.33-17.161.78-20.18
2022 (9)120-4.761.85-6.091.27-30.9838.93-6.9626.08-3.738.73-15.497.60-3.433.4-21.34.02-9.662.23-9.72
2021 (8)126-1.561.97-2.481.84-19.6541.8410.1327.09-10.8910.33-17.167.87-7.414.32-8.864.450.912.47-4.63
2020 (7)128-5.882.0265.572.29122.3337.9914.630.4014.3712.4777.388.5042.384.74103.434.4165.172.5956.97
2019 (6)1364.621.22229.731.03164.133.159.4426.587.097.0343.765.97133.22.3357.432.6776.821.65211.32
2018 (5)13013.040.37-61.860.39-72.3430.29-0.5624.82-9.124.89-45.912.56-52.421.48-46.181.51-34.060.53-60.15
2017 (4)1153.60.9734.721.41261.5430.465.1427.3113.239.04115.245.3825.412.75125.412.2935.51.3337.11
2016 (3)111-0.890.7200.39028.971.1224.1275.934.2004.2901.2201.6900.970
2015 (2)112-1.75-3.340-1.46028.65-20.1513.71-30.16-10.620-15.110-3.040-4.930-3.750
2014 (1)1140.0-0.270-0.50035.88-4.4719.630-2.760-1.110-0.990-0.660-0.310

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