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)971.041.04-0.2266.15-22.220.13120.97186.67-1.42-19.33-1677.789.0525.1722.4626.262.82-7.50.66107.2131.88-2.9668.34-3.140.06109.09140.0-0.2166.67-16.67-3.1067.44-27.57-2.9668.34-3.1423.8622.8966.83
24Q2 (19)960.00.0-0.65-20.37-828.57-0.6212.68-158.33-1.19-120.37-525.07.2322.547.1125.54-3.15-8.82-9.1725.26-181.29-9.356.31-666.39-0.668.33-200.0-0.63-21.15-950.0-9.52-2.04-1090.0-9.356.31-666.3910.43-18.88-85.66
24Q1 (18)960.00.0-0.54-17.39-258.82-0.71-184.020.22-0.54-45.95-258.825.9-1.67-12.226.37-14.778.56-12.27-179.5-54.73-9.98-21.86-193.36-0.72-176.92-35.85-0.52-18.18-257.58-9.33-20.85-194.82-9.98-21.86-193.36-10.24-86.47-125.34
23Q4 (17)960.017.07-0.46-155.5623.33-0.25-66.6724.24-0.37-511.11-117.966.0-18.81-6.8330.948.9821.0-4.39-112.0837.46-8.19-185.37-2.89-0.26-73.3342.22-0.44-144.4410.2-7.72-217.720.49-8.19-185.37-2.89-4.66-156.35-14.59
23Q3 (16)960.012.94-0.18-157.14-124.0-0.1537.5-160.00.09-67.86-96.827.399.48-16.1228.391.36-12.24-2.0736.5-165.92-2.87-135.25-139.97-0.1531.82-153.57-0.18-200.0-128.12-2.43-203.75-131.6-2.87-135.25-139.974.96-138.8755.27
23Q2 (15)960.037.14-0.07-120.59-106.19-0.2473.03-132.00.28-17.65-86.926.750.45-27.3428.0115.31-14.6-3.2658.89-131.29-1.22-111.41-114.86-0.2258.49-122.68-0.06-118.18-107.59-0.80-108.13-107.21-1.22-111.41-114.862.4018.04-48.33
23Q1 (14)9617.0735.210.34156.67-67.62-0.89-169.7-234.850.34-83.5-67.626.724.35-18.4524.29-5.01-25.9-7.93-12.96-189.110.69234.319.98-0.53-17.78-172.60.33167.35-55.419.84201.34-3.1510.69234.319.98-11.27-11.67-200.85
22Q4 (13)82-3.5326.15-0.60-180.0-162.5-0.33-232.0-147.142.06-27.21-23.76.44-26.9-21.9425.57-20.96-21.54-7.02-323.57-176.64-7.96-210.86-206.42-0.45-260.71-159.21-0.49-176.56-177.78-9.71-226.27-213.83-7.96-210.86-206.42-16.04-106.81-149.34
22Q3 (12)8521.4332.810.75-33.63-16.670.25-66.67-58.332.8332.2461.718.81-5.178.6332.35-1.375.243.14-69.87-59.97.18-12.558.30.28-71.13-55.560.64-18.9910.347.69-30.66-2.047.18-12.558.33.79-13.01-26.52
22Q2 (11)70-1.419.381.137.62222.860.7513.64158.622.14103.81151.769.2912.7442.732.800.063.5710.4217.0887.078.21-7.86180.20.9732.88169.440.796.76243.4811.099.15130.088.21-7.86180.26.318.503.97
22Q1 (10)719.2310.941.059.38110.00.66-5.7178.381.05-61.11110.08.24-0.1221.8932.780.582.928.90-2.8468.888.9119.12118.920.73-3.95102.780.7417.46131.2510.1619.11118.498.9119.12118.920.808.035.48
21Q4 (9)651.561.560.966.6735.210.7016.6727.272.7054.2982.438.251.7321.532.596.02-0.49.1616.9979.967.4812.8248.120.7620.63117.140.638.6240.08.538.66118.167.4812.8248.1213.1581.9061.79
21Q3 (8)640.01.590.90157.1491.490.60106.953.851.75105.88127.278.1124.5818.5730.74-2.94-8.357.8340.575.246.63126.2870.880.6375.023.530.58152.17100.07.8562.8628.276.63126.2870.8810.4463.5742.64
21Q2 (7)640.00.00.35-30.016.670.29-21.6281.250.8570.0174.196.51-3.712.4431.67-0.57-2.585.575.69131.122.93-28.018.920.360.0157.140.23-28.1221.054.823.6660.672.93-28.018.92-2.07-29.79-27.17
21Q1 (6)640.0-1.540.50-29.584900.00.37-32.731333.330.50-66.224900.06.76-0.4444.7531.85-2.667.755.273.54831.944.07-19.411297.060.362.861300.00.32-28.893100.04.6518.936542.864.07-19.411297.06-0.5810.744.15
20Q4 (5)641.591.590.7151.061114.290.5541.03587.51.4892.216.476.79-0.736.0932.72-2.4413.975.09-31.59129.285.0530.15445.890.35-31.37150.00.4555.171225.03.91-36.111017.145.0530.15445.89--0.00
20Q3 (4)63-1.560.00.4756.670.00.39143.750.00.77148.390.06.8418.130.033.543.170.07.44208.710.03.8844.240.00.51264.290.00.2952.630.06.12104.00.03.8844.240.0--0.00
20Q2 (3)64-1.540.00.302900.00.00.16633.330.00.313000.00.05.7923.980.032.519.980.02.41434.720.02.69891.180.00.14566.670.00.191800.00.03.004185.710.02.69891.180.0--0.00
20Q1 (2)653.170.00.01114.290.0-0.03-137.50.00.01-99.280.04.67-27.030.029.562.960.0-0.72-132.430.0-0.3476.710.0-0.03-121.430.00.01125.00.00.07-80.00.0-0.3476.710.0--0.00
19Q4 (1)630.00.0-0.070.00.00.080.00.01.390.00.06.40.00.028.710.00.02.220.00.0-1.460.00.00.140.00.0-0.040.00.00.350.00.0-1.460.00.0--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)
2024/102.82-9.247.3824.999.738.9N/A
2024/93.13.8227.9722.176.299.050.63
2024/82.990.9228.2919.073.448.230.69
2024/72.9629.3911.8916.09-0.147.860.72
2024/62.29-12.58-5.8713.13-2.57.230.75
2024/52.6212.5920.9710.84-1.767.030.77
2024/42.3211.357.648.23-7.316.140.88
2024/32.0920.75-8.815.9-12.115.90.79
2024/21.73-17.22-31.043.82-13.825.940.79
2024/12.09-1.928.622.098.626.180.76
2023/122.138.21-9.6126.87-18.036.010.64
2023/111.972.97-9.1624.74-18.686.30.61
2023/101.91-21.16-0.422.77-19.416.660.58
2023/92.424.08-19.2420.86-20.797.390.54-
2023/82.33-11.97-15.7218.44-20.997.40.54-
2023/72.648.84-13.1116.11-21.77.240.55-
2023/62.4312.35-26.3513.47-23.196.750.62
2023/52.160.18-38.9111.04-22.466.610.63
2023/42.16-5.67-12.078.87-17.016.950.6
2023/32.29-8.68-19.376.72-18.496.720.65
2023/22.5130.3824.264.43-18.026.780.64
2023/11.92-18.16-43.221.92-43.226.440.68-
2022/122.358.44-23.0932.7710.616.430.73-
2022/112.1712.9-20.7930.4214.487.080.67-
2022/101.92-36.07-22.128.2618.537.680.61
2022/93.08.627.5726.3423.218.810.57
2022/82.76-9.243.3123.3425.569.10.56
2022/73.04-7.6815.0420.5829.299.880.51
2022/63.3-6.8741.017.5332.129.290.59
2022/53.5444.2263.4414.2330.228.840.62本月營收較去年同期增加63.45%,係因新能源充電槍(座)及筆電周邊營收增加所致
2022/42.45-13.7822.4810.6922.017.320.74
2022/32.8541.1927.58.2522.08.250.64
2022/22.02-40.427.065.419.298.450.62
2022/13.3810.8428.03.3828.09.170.57
2021/123.0511.6931.829.6323.08.250.63
2021/112.7311.0314.5526.5722.067.990.65
2021/102.46-11.7118.023.8422.987.920.66
2021/92.794.3217.3921.3823.588.110.6
2021/82.671.0514.1418.5924.577.660.63
2021/72.6513.1524.8215.9126.517.150.68
2021/62.347.9422.7313.2726.866.510.67
2021/52.178.0820.9410.9327.786.450.68
2021/42.0-12.26-4.48.7629.596.170.71
2021/32.2821.2621.086.8145.956.810.54
2021/21.88-28.7773.114.5362.836.840.54本月及本年營收較去年同期分別增加73.11%及62.83%,係因筆電周邊及無線耳機產品營收增加所致
2021/12.6414.1456.222.6456.227.350.5本月營收較去年同期增加56.23%,係因筆電周邊及半導體產品營收增加所致
2020/122.32-2.9211.1524.093.86.790.58
2020/112.3914.376.0321.773.076.850.58
2020/102.09-12.171.119.382.726.80.58
2020/92.381.4318.1717.32.926.840.57
2020/82.3410.50.814.920.856.370.61
2020/72.1211.25-4.8512.580.855.820.67
2020/61.96.367.310.462.15.790.64
2020/51.79-14.56-14.778.551.05.770.65
2020/42.111.1320.16.766.215.070.74
2020/31.8973.384.54.670.964.670.83
2020/21.09-35.72-11.932.78-1.294.860.8
2020/11.69-18.797.01.697.06.030.65
2019/122.08-7.3931.123.230.810.0N/A
2019/112.259.0537.6821.1230.790.0N/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)9617.07-0.370-1.53026.86-18.0627.84-10.94-4.350-0.250-1.170-0.040-0.350
2022 (9)8226.151.99-22.271.33-31.7932.7810.6331.26-1.424.66-34.554.94-9.691.53-27.491.92-2.541.68-4.0
2021 (8)651.562.5674.151.9582.2429.6323.031.71-1.87.1278.455.4776.452.11119.791.97129.071.7586.17
2020 (7)641.591.476.521.0730.4924.093.8432.291.353.99-12.693.10-5.780.96-9.430.86-24.560.946.82
2019 (6)630.01.3846.810.82164.5223.230.7831.86-9.924.5728.373.2910.031.0668.251.1422.580.8846.67
2018 (5)631.610.94-58.040.31-81.8717.74-6.2435.37-5.153.56-66.952.99-59.810.63-69.120.93-48.330.6-57.75
2017 (4)620.02.24-12.161.714.2718.920.4237.291.1710.77-0.927.44-12.062.04-0.491.8-12.21.42-10.69
2016 (3)6210.712.55-31.451.64-15.0318.846.4436.86-6.5410.87-23.58.46-31.772.05-18.652.05-27.821.59-27.4
2015 (2)5612.03.7224.411.9331.2917.723.9539.44-0.814.214.7212.406.992.5229.92.8431.482.1932.73
2014 (1)502.042.9970.861.47107.0414.2833.3339.76013.57011.5901.94104.212.1674.191.6568.37

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