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)37-2.63-2.630.30-62.03-84.380.7655.1-27.621.9917.06-56.075.9629.28-8.3116.512.87-5.228.2141.55-6.491.88-70.85-83.120.4981.48-14.040.11-63.33-84.725.28-37.59-61.791.88-70.85-83.1231.64-37.61130.68
24Q2 (19)380.00.00.79-13.19-52.410.49206.25-53.331.7086.81-34.364.6134.01-27.2916.05-3.25-1.895.8065.71-29.356.45-35.18-34.650.27125.0-48.080.3-11.76-52.388.46-27.57-29.856.45-35.18-34.650.99185.5969.45
24Q1 (18)382.711.760.91384.382.250.16-67.35-85.190.91-78.232.253.44-32.02-40.7916.599.43-1.373.50-35.42-54.019.95532.6189.520.12-55.56-72.730.34383.339.6811.682436.090.859.95532.6189.52-27.09133.85-60.34
23Q4 (17)37-2.6312.12-0.32-116.67-194.120.49-53.33-44.944.18-7.73-32.255.06-22.15-23.2215.16-12.97-10.985.42-38.27-19.82-2.30-120.65-235.290.27-52.63-40.0-0.12-116.67-209.09-0.50-103.62-114.62-2.30-120.65-235.29-9.81-50.51-26.66
23Q3 (16)380.015.151.9215.66-25.871.050.0-5.414.5374.9-22.166.52.52-8.1917.426.48-3.768.786.942.9311.1412.87-6.930.579.62-5.00.7214.29-15.2913.8214.59-6.2411.1412.87-6.935.8251.09-1.39
23Q2 (15)3811.7615.151.6686.52-17.821.05-2.78-15.322.59191.01-19.816.349.12-16.1416.36-2.73-2.798.217.88-3.189.8788.013.060.5218.18-18.750.63103.23-4.5512.0697.067.779.8788.013.06-1.36124.149.29
23Q1 (14)343.033.030.89161.76-26.451.0821.3589.470.89-85.58-26.455.81-11.8427.6916.82-1.23-3.677.6112.5718.915.25208.82-39.310.44-2.2251.720.31181.82-20.516.1278.95-40.585.25208.82-39.31-9.3837.440.77
22Q4 (13)330.00.00.34-86.87-72.80.89-19.82-27.056.176.0180.416.59-6.9222.7217.03-5.91-10.086.76-20.75-7.521.70-85.8-77.660.45-25.015.380.11-87.06-73.173.42-76.8-47.871.70-85.8-77.66-6.63-29.33-15.15
22Q3 (12)330.00.02.5928.22254.791.11-10.4888.145.8280.19168.27.08-6.3569.7818.107.55-5.488.530.5950.4411.9737.11109.630.6-6.25150.00.8528.79254.1714.7431.72135.8411.9737.11109.6329.9047.5853.53
22Q2 (11)330.00.02.0266.94210.771.24117.5424.03.23166.94124.317.5666.1596.3616.83-3.61-32.978.4832.5-24.768.730.9257.870.64120.6948.840.6669.23214.2911.198.6459.868.730.9257.8725.4431.8732.13
22Q1 (10)330.00.01.21-3.253.160.57-53.28-26.921.21-64.6253.164.55-15.2717.8817.46-7.81-18.536.40-12.45-20.38.6513.6729.490.29-25.64-6.450.39-4.8850.010.3057.0141.688.6513.6729.496.7634.0226.75
21Q4 (9)330.00.01.2571.2311.611.22106.78-32.63.4257.6-28.755.3728.78-9.618.94-1.1-10.627.3128.92-36.437.6133.2723.140.3962.5-42.650.4170.8310.816.564.961.557.6133.2723.1418.5541.7732.89
21Q3 (8)330.00.00.7312.31-62.560.59-41.0-72.042.1750.69-41.034.178.31-42.3219.15-23.74-14.895.67-49.69-58.885.713.25-35.330.24-44.19-76.00.2414.29-62.56.25-10.71-47.175.713.25-35.334.03-2.70-6.39
21Q2 (7)330.00.00.65-17.72-37.51.0028.21-13.791.4482.28-16.763.85-0.26-23.6125.1117.1711.711.2740.350.455.53-17.22-17.590.4338.71-24.560.21-19.23-38.247.00-3.71-25.935.53-17.22-17.59-17.64-23.59-14.35
21Q1 (6)330.00.00.79-29.4614.490.78-56.9190.240.79-83.5414.493.86-35.022.6621.431.139.458.03-30.1749.536.688.0911.150.31-54.4155.00.26-29.7313.047.2712.54-3.586.688.0911.15-26.43-36.01-35.56
20Q4 (5)330.00.01.12-42.56-1.751.81-14.2217.534.8030.4342.015.94-17.84-3.5721.19-5.825.3711.50-16.613.146.18-30.012.320.68-32.0-1.450.37-42.190.06.46-45.39-18.646.18-30.012.32--0.00
20Q3 (4)330.00.01.9587.50.02.1181.90.03.68112.720.07.2343.450.022.500.090.013.7922.910.08.8331.590.01.075.440.00.6488.240.011.8325.190.08.8331.590.0--0.00
20Q2 (3)330.00.01.0450.720.01.16182.930.01.73150.720.05.0434.040.022.4814.810.011.22108.940.06.7111.650.00.57185.00.00.3447.830.09.4525.330.06.7111.650.0--0.00
20Q1 (2)330.00.00.69-39.470.00.41-73.380.00.69-79.590.03.76-38.960.019.58-2.640.05.37-51.840.06.01-0.50.00.2-71.010.00.23-37.840.07.54-5.040.06.01-0.50.0--0.00
19Q4 (1)330.00.01.140.00.01.540.00.03.380.00.06.160.00.020.110.00.011.150.00.06.040.00.00.690.00.00.370.00.07.940.00.06.040.00.0--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)
2024/102.13.762.5316.1-22.196.14N/A-
2024/92.030.44-6.914.0-24.915.960.21-
2024/82.025.34-6.7811.98-27.295.690.22-
2024/71.919.05-11.369.96-30.395.170.24-
2024/61.7616.76-17.878.05-33.774.610.34-
2024/51.511.15-28.576.29-37.164.210.38-
2024/41.350.02-35.454.79-39.453.730.43-
2024/31.3531.48-34.473.44-40.893.440.57-
2024/21.03-2.61-45.252.08-44.423.590.55-
2024/11.06-29.86-43.591.06-43.594.070.48-
2023/121.51-0.28-23.6223.71-8.015.060.37-
2023/111.51-26.34-25.422.21-6.725.730.32-
2023/102.05-5.78-21.1120.7-4.986.390.29-
2023/92.180.57-11.7818.65-2.86.50.44-
2023/82.160.16-0.4616.47-1.476.460.45-
2023/72.161.04-11.4614.31-1.636.40.45-
2023/62.141.54-16.5912.150.356.340.46-
2023/52.10.45-18.0910.014.896.260.46-
2023/42.11.54-13.537.9113.376.040.48-
2023/32.069.855.465.8127.695.810.51-
2023/21.880.3482.983.7544.445.720.52本月增減變動達50%以上,主係無線寛頻網路產品業績成長
2023/11.87-5.0419.231.8719.235.870.5-
2022/121.97-2.595.0725.7849.496.590.42-
2022/112.02-22.1124.7523.8154.917.090.39本年累計增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/102.65.3638.6121.7858.477.240.38本年累計增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/92.4713.4737.6619.1961.617.080.53本年累計增減變動達50%以上,主係無線寛頻網路產品業績成長
2022/82.17-10.977.216.7265.867.170.52本月增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/72.44-4.8112.514.5564.297.570.49本月增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/62.56-0.29100.3712.1157.117.560.51本月增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/52.576.0592.69.5448.516.950.55本月增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/42.4223.8696.626.9836.965.410.71本月增減變動達50%以上,主係無線寬頻網路產品業績成長
2022/31.9690.5942.084.5517.914.550.86-
2022/21.03-34.61-4.392.64.524.470.87-
2022/11.57-16.3211.31.5711.35.070.77-
2021/121.8815.6426.517.24-21.515.370.48-
2021/111.62-13.46-26.415.37-24.995.290.49-
2021/101.874.64-16.8213.75-24.824.890.53-
2021/91.7946.07-40.6411.87-25.944.170.56-
2021/81.236.83-44.6210.08-22.533.650.64-
2021/71.15-10.23-42.448.85-18.03.760.62-
2021/61.28-4.15-32.987.71-12.463.850.59-
2021/51.338.27-29.876.43-6.793.940.58-
2021/41.23-10.490.015.092.03.680.62-
2021/31.3828.240.623.862.653.860.34-
2021/21.07-23.87-8.592.483.823.970.33-
2021/11.41-4.915.81.4115.85.10.26-
2020/121.48-32.71-17.1721.976.325.940.2-
2020/112.2-2.21.7320.498.557.480.16-
2020/102.25-25.322.2718.289.437.490.16-
2020/93.0236.2637.216.0310.527.230.24-
2020/82.2111.053.1113.015.756.120.29-
2020/71.994.5114.0510.86.315.80.3-
2020/61.910.2810.148.84.75.040.23-
2020/51.954.4217.196.93.294.50.26-
2020/41.23-9.95-14.884.99-1.173.770.3-
2020/31.3716.50.133.764.323.760.26-
2020/21.17-3.5513.472.396.884.180.23-
2020/11.22-31.981.211.221.215.170.19-
2019/121.79-17.3518.8820.6622.030.0N/A-
2019/112.17-1.6843.6918.8722.340.0N/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)3712.124.14-31.83.65-4.223.71-8.0316.51-4.797.62-0.916.49-16.91.81-8.591.99-22.871.54-23.38
2022 (9)330.06.0779.063.816.1325.7849.5417.34-17.117.69-3.397.8120.521.9844.532.58122.412.0179.46
2021 (8)330.03.39-28.633.59-34.2517.24-21.5320.92-3.337.96-28.556.48-9.371.37-44.081.16-42.01.12-28.66
2020 (7)330.04.7541.795.4672.7821.976.3421.6410.1811.1448.147.1533.642.4558.062.034.231.5742.73
2019 (6)330.03.352.763.1634.4720.6622.0319.64-1.367.5214.815.35-15.881.5539.641.4913.741.11.85
2018 (5)333.123.2650.932.35-28.7916.936.2119.91-5.16.55-22.396.3644.551.11-17.161.3157.831.0854.29
2017 (4)320.02.16-57.063.30-26.8315.94-14.920.982.848.44-14.054.40-49.711.34-27.170.83-54.140.7-57.32
2016 (3)3210.345.03-5.454.5130.3518.730.1120.408.49.8233.618.750.921.8433.331.815.851.641.23
2015 (2)297.415.3215.653.4628.1518.7122.5318.825.857.3512.218.672.121.3838.01.7131.541.6224.62
2014 (1)270.04.60127.722.70121.3115.2748.1117.7806.5508.4901.0122.221.3136.361.3136.36

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