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)880.00.01.339.92-8.281.6594.12117.114.1347.535.869.2112.5912.0430.249.2912.4216.6429.4925.5811.98-2.12-22.811.5345.7140.371.1710.38-8.5913.61-18.36-34.2211.98-2.12-22.8113.02-6.9971.62
24Q2 (19)880.00.01.21-23.9-3.20.8549.1225.02.8076.176.18.1813.4516.3627.67-8.983.2812.85-2.06-0.3112.24-36.02-21.691.0510.5315.381.06-24.29-3.6416.67-34.88-16.4412.24-36.02-21.690.8551.62-4.33
24Q1 (18)880.00.01.59127.14367.650.57-57.7832.561.59-57.37367.657.21-11.7521.5930.401.2326.8813.12-17.3862.1819.13155.07283.370.95-26.9297.921.4129.51366.6725.60190.58283.8119.13155.07283.37-6.1837.719.92
23Q4 (17)880.0-1.120.70-51.7270.731.3577.6350.03.7322.7-2.368.17-0.6129.0730.0311.6420.0215.8819.8523.587.50-51.6829.761.319.2760.490.61-52.3464.868.81-57.4240.737.50-51.6829.768.16-17.8644.70
23Q3 (16)880.0-1.121.4516.023.930.7611.76660.03.0491.19-10.328.2216.9358.3826.900.41-2.2513.252.7960.6115.52-0.7-22.321.0919.78153.491.2816.3623.0820.693.71-22.3315.52-0.7-22.3217.74141.8234.95
23Q2 (15)880.0-1.121.25267.65-1.570.6858.1451.111.59367.65-28.77.0318.5516.9726.7911.81-9.8312.8959.33-3.9515.63213.23-17.040.9189.5812.351.1266.67-2.6519.95199.1-22.115.63213.23-17.046.12125.292.96
23Q1 (14)88-1.12-1.120.34-17.07-64.580.43-52.22-2.270.34-91.1-64.585.93-6.32-19.4323.96-4.244.138.09-37.04-11.394.99-13.67-56.760.48-40.74-28.360.3-18.92-64.716.676.55-56.694.99-13.67-56.767.82-41.02373.89
22Q4 (13)890.01.140.41-64.96-52.870.90800.0-3.233.8212.689.466.3321.97-13.8825.02-9.081.512.8555.76-6.885.78-71.07-44.580.8188.37-19.80.37-64.42-51.956.26-76.5-52.075.78-71.07-44.584.16-36.41361.11
22Q3 (12)890.00.01.17-7.8721.870.10-77.78-88.763.3952.0228.95.19-13.64-28.1227.52-7.371.038.25-38.52-44.0719.986.0569.040.43-46.91-59.811.04-7.9622.3526.644.0269.0419.986.0569.04-15.9912.21-37.76
22Q2 (11)890.00.01.2732.2951.190.452.27-51.092.23132.2934.346.01-18.34-15.3529.7129.128.9113.4246.99-9.6318.8463.2680.290.8120.9-22.861.1332.9452.725.6166.383.9818.8463.2680.29-9.1021.31-25.21
22Q1 (10)891.144.710.9610.3417.070.44-52.69-40.540.96-72.4917.077.360.1412.3723.01-6.65-13.989.13-33.84-32.8211.5410.647.750.67-33.66-24.720.8510.3921.4315.4017.927.7711.5410.647.750.970.49-24.10
21Q4 (9)88-1.123.530.87-9.3712.990.934.49-11.433.4932.712.587.351.813.7824.65-9.51-12.1813.80-6.44-18.5410.43-11.763.571.01-5.61-7.340.77-9.4118.4613.06-17.132.5110.43-11.763.571.752.460.62
21Q3 (8)890.04.710.9614.29-9.430.89-3.26-32.062.6358.4312.887.221.69-2.727.24-0.15-13.6114.75-0.67-27.6611.8213.11-1.661.071.9-29.140.8514.86-4.4915.7613.22-6.4111.8213.11-1.665.048.3710.53
21Q2 (7)894.714.710.842.44-13.40.9224.32-6.121.66102.4430.717.18.418.7327.281.98-13.214.859.27-19.0710.45-2.43-23.831.0517.98-4.550.745.71-9.7613.92-2.59-21.4410.45-2.43-23.834.904.46-2.60
21Q1 (6)850.00.00.826.49173.330.74-29.52640.00.82-73.55173.336.551.3964.1626.75-4.733.2213.59-19.78229.8510.716.3668.40.89-18.35456.250.77.69180.014.2912.1777.310.716.3668.4-5.77-10.43-24.69
20Q4 (5)850.01.190.77-27.3642.591.05-19.8538.163.1033.0586.756.46-12.9412.3528.07-10.971.4516.94-16.927.4910.07-16.2228.941.09-27.8119.780.65-26.9744.4412.74-24.356.3410.07-16.2228.94--0.00
20Q3 (4)850.00.01.069.280.01.3133.670.02.3383.460.07.4224.080.031.530.320.020.3911.120.012.02-12.390.01.5137.270.00.898.540.016.84-4.970.012.02-12.390.0--0.00
20Q2 (3)850.00.00.97223.330.00.98880.00.01.27323.330.05.9849.870.031.4356.520.018.35345.390.013.72115.720.01.1587.50.00.82228.00.017.72119.850.013.72115.720.0--0.00
20Q1 (2)851.190.00.30-44.440.00.10-86.840.00.30-81.930.03.99-30.610.020.08-27.430.04.12-73.860.06.36-18.570.00.16-82.420.00.25-44.440.08.06-32.720.06.36-18.570.0--0.00
19Q4 (1)840.00.00.540.00.00.760.00.01.660.00.05.750.00.027.670.00.015.760.00.07.810.00.00.910.00.00.450.00.011.980.00.07.810.00.0--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)
2024/113.55.6823.6231.4318.0210.08N/A-
2024/103.321.7126.8827.9317.369.64N/A-
2024/93.266.3721.7724.6116.189.210.8-
2024/83.066.026.3321.3515.388.740.84-
2024/72.893.868.5818.2917.058.380.88-
2024/62.782.6820.6715.3918.788.180.92-
2024/52.710.7917.9112.6118.387.950.95-
2024/42.695.510.759.918.517.061.07-
2024/32.5539.624.377.2121.687.211.04-
2024/21.82-35.750.354.6733.87.391.01-
2024/12.844.4170.252.8470.258.40.89本月營收較去年同期增加70.26%,係因PC客戶需求增加,及去年同期適逢年假,客戶放假減少拉貨。
2023/122.72-4.0318.8529.3517.928.170.84-
2023/112.838.4741.226.6317.838.130.84-
2023/102.61-2.3828.4623.7915.558.170.84-
2023/92.68-7.127.3821.1814.148.220.88-
2023/82.888.2684.4518.512.457.850.93本月營收較去年同期增加84.45%,係因去年同期PC客戶調節庫存,減少拉貨。
2023/72.6615.4374.5515.624.897.271.0本月營收較去年同期增加74.56%,係因去年同期PC客戶調節庫存,減少拉貨。
2023/62.310.3344.2112.96-3.057.031.12-
2023/52.3-5.315.0610.65-9.477.171.1-
2023/42.43-0.579.328.36-12.796.691.18-
2023/32.4434.25-8.835.93-19.465.931.25-
2023/21.828.99-10.893.49-25.545.781.29-
2023/11.67-27.1-36.851.67-36.855.961.25-
2022/122.2914.0-11.1424.89-11.826.331.22-
2022/112.01-1.31-18.6622.6-11.896.141.26-
2022/102.03-3.2-11.820.59-11.175.71.36-
2022/92.134.51-14.1318.56-11.15.191.57-
2022/81.562.45-34.7216.45-10.694.691.74-
2022/71.52-4.62-36.0214.89-7.15.311.54-
2022/61.6-26.89-32.1613.37-2.056.011.37-
2022/52.19-1.47-9.7411.774.227.091.16-
2022/42.22-17.09-4.349.588.046.941.18-
2022/32.6831.2213.357.3612.437.360.99-
2022/22.04-22.7617.24.6811.917.261.01-
2022/12.642.588.132.648.137.690.95-
2021/122.584.357.5228.2218.357.350.95-
2021/112.477.015.425.6519.567.220.97-
2021/102.31-5.7519.7223.1820.027.150.98-
2021/92.452.25-7.6220.8720.067.220.91-
2021/82.390.41-4.518.4325.047.130.92-
2021/72.381.125.3616.0331.097.160.92-
2021/62.36-2.7424.0913.6536.937.10.84-
2021/52.424.4219.2211.2939.957.110.84-
2021/42.32-1.7513.238.8746.946.420.93-
2021/32.3635.6745.516.5564.286.550.79主係因PC客戶需求增加
2021/21.74-28.74116.234.1877.186.580.78主係因PC客戶需求增加
2021/12.442.056.972.4456.976.980.74本月營收較去年同期增加56.98%,係因PC客戶需求增加,及去年同期適逢年假,客戶放假減少拉貨。
2020/122.412.021.9823.8519.066.460.84-
2020/112.1411.04.621.4518.746.710.81-
2020/101.93-27.2810.4319.3120.547.080.77-
2020/92.655.728.4217.3921.787.420.62-
2020/82.5110.7823.8314.7420.666.670.69-
2020/72.2619.128.2612.2320.036.190.75-
2020/61.9-6.5617.239.9718.315.980.73-
2020/52.03-0.8224.738.0718.565.710.77-
2020/42.0526.2630.466.0316.624.480.98-
2020/31.62101.6116.113.9910.583.990.94-
2020/20.81-48.27-19.452.367.084.330.87-
2020/11.56-20.7329.081.5629.080.0N/A-
2019/121.96-3.9486.3820.03-1.950.0N/A本月營收較去年同期增加86.39%,係因PC客戶需求增加所致。
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)88-1.123.71-1.853.2271.2829.3517.9227.154.112.8517.5711.19-17.723.7738.64.22-5.173.28-2.96
2022 (9)891.143.7810.21.88-45.9824.89-11.826.08-1.4410.93-23.3513.6025.352.72-32.344.4510.73.3810.46
2021 (8)883.533.4315.883.481.1628.2218.3226.46-7.6414.26-12.0810.85-1.094.023.884.0216.523.0616.79
2020 (7)851.192.9683.853.4495.4523.8519.0728.6524.1916.2256.1110.9758.073.8786.063.4579.692.6288.49
2019 (6)843.71.61-26.481.76-19.2720.03-1.9623.07-8.8910.39-19.586.94-22.282.08-21.211.92-24.411.39-23.63
2018 (5)8114.082.19-12.42.18-23.2420.435.225.32-8.5912.92-21.128.93-8.322.64-16.982.54-1.171.82-3.7
2017 (4)710.02.50-12.592.8421.3719.4217.4827.70-6.4816.382.319.74-21.393.1820.02.57-2.651.89-7.8
2016 (3)71-1.392.861.062.3414.1516.5313.8429.62-7.6716.010.0612.39-13.482.6514.222.641.542.05-1.44
2015 (2)727.462.83-6.292.056.2214.52-3.0132.084.0916.00-6.0514.325.62.32-9.022.6-9.722.082.46
2014 (1)676.353.0201.9354.414.9713.0730.82017.03013.5602.5571.142.8884.622.0373.5

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