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)45-11.76-11.76-0.0497.4-101.950.40112.5123.67-2.58-1.57-1820.04.2954.3272.9899.94-0.120.15.59110.62120.59-0.4298.5-101.00.24116.33135.82-0.0297.44-101.920.88103.05-98.07-0.4298.5-101.042.4221.7070.22
24Q2 (19)510.00.0-1.54-54.0-85.54-3.2027.930.62-2.54-154.0-32.982.7830.5255.31100.060.210.64-52.6542.2333.16-27.96-17.28-19.23-1.4724.23-4.26-0.78-52.94-85.71-28.85-35.89-35.7-27.96-17.28-19.23-8.51-0.1513.96
24Q1 (18)510.00.0-1.0053.77.41-4.440-300.0-1.0050.257.412.13-47.54-5.3399.85-0.34-0.08-91.13-3879.48-303.41-23.8411.411.57-1.94-2055.56-280.39-0.5153.217.27-21.2327.1714.12-23.8411.411.578.09-75.8450.00
23Q4 (17)510.00.0-2.16-205.3717.560.00100.0100.0-2.01-1440.0-128.594.0663.7130.97100.190.350.23-2.2991.5777.03-26.91-164.0337.3-0.0986.5770.97-1.09-204.8118.05-29.15-163.8827.38-26.91-164.0337.351.1370.8173.76
23Q3 (16)510.00.02.05346.99-64.47-1.6947.52-484.090.15107.85-98.452.4838.55-8.4999.840.42-0.09-27.1565.53-321.4542.03279.23-61.04-0.6752.48-303.031.04347.62-64.3845.63314.63-59.4542.03279.23-61.049.05185.07-71.28
23Q2 (15)510.00.0-0.8323.15-158.45-3.22-190.09-90.53-1.91-76.85-149.231.79-20.4427.8699.42-0.51-0.51-78.77-248.69-46.77-23.453.18-145.71-1.41-176.47-88.0-0.4223.64-158.33-21.2614.0-140.99-23.453.18-145.71-23.9340.97-107.41
23Q1 (14)510.00.0-1.0858.78-143.9-1.11-24.72-1485.71-1.08-115.36-143.92.25-27.426.6499.93-0.030.09-22.59-126.58-1398.28-24.2243.57-141.08-0.51-64.52-1375.0-0.5558.65-144.35-24.7238.42-140.07-24.2243.57-141.08-6.52-43.31-163.50
22Q4 (13)510.013.33-2.62-145.41-491.04-0.89-302.27-176.727.03-27.1595.823.114.3915.2499.960.030.19-9.97-181.32-150.69-42.92-139.79-484.93-0.31-193.94-158.49-1.33-145.55-543.33-40.14-135.67-443.96-42.92-139.79-484.9353.9880.46-88.11
22Q3 (12)510.015.915.77306.34482.830.44126.0422.229.65148.71216.392.7193.5741.1599.930.00.0412.26122.840.66107.87110.27372.490.33144.043.482.92305.56563.64112.54116.97319.77107.87110.27372.4929.96132.03-1094.12
22Q2 (11)510.018.61.42-42.280.71-1.69-2314.29-219.013.8857.7288.351.4-33.65-32.3799.930.090.03-53.67-3184.48-261.1251.30-12.9976.96-0.75-1975.0-208.70.72-41.9420.051.87-15.9265.7251.30-12.9976.96-27.60112.44-1210.16
22Q1 (10)5113.3318.62.46267.16278.46-0.07-106.03-125.932.46-31.48278.462.11-21.5639.7499.840.070.121.74-91.15-80.1658.96428.79222.010.04-92.45-69.231.24313.33342.8661.69428.62218.1558.96428.79222.019.27117.4258.09
21Q4 (9)452.274.650.67-32.32-76.161.16222.22-58.273.5917.7337.82.6940.10.099.77-0.12-0.1119.6761.49-58.0111.15-51.16-75.050.53130.43-57.940.3-31.82-75.011.67-56.47-74.1111.15-51.16-75.0516.43-31.0573.78
21Q3 (8)442.332.330.99-29.79243.480.36-74.65158.063.0548.06253.271.92-7.2582.8699.89-0.010.4512.18-63.43145.6222.83-21.25181.330.23-66.67182.140.44-26.67251.7226.81-14.35197.8822.83-21.25181.3314.9243.56175.64
21Q2 (7)430.00.01.41116.92443.91.42425.93389.82.06216.92258.462.0737.09102.9499.900.180.0433.31279.82262.8928.9958.33266.80.69430.77428.570.6114.29433.3331.3061.42291.228.9958.33266.8-3.3920.02167.82
21Q1 (6)430.00.00.65-76.87173.030.27-90.29130.340.65-20.73173.031.51-43.8742.4599.72-0.16-0.168.77-81.28123.5618.31-59.03151.320.13-89.68133.330.28-76.67173.6819.39-56.98155.4818.31-59.03151.3256.16215.19229.05
20Q4 (5)430.00.02.81507.251070.832.78548.39742.420.82141.21115.792.69156.19102.2699.880.44-0.0446.85275.47298.7244.69259.21475.91.26550.0687.51.2513.791100.045.07264.55460.5744.69259.21475.9--0.00
20Q3 (4)430.00.0-0.69-68.290.0-0.62-26.530.0-1.99-53.080.01.052.940.099.44-0.420.0-26.70-30.560.0-28.07-61.510.0-0.28-33.330.0-0.29-61.110.0-27.39-67.320.0-28.07-61.510.0--0.00
20Q2 (3)430.00.0-0.4153.930.0-0.4944.940.0-1.30-46.070.01.02-3.770.099.86-0.020.0-20.4545.070.0-17.3851.290.0-0.2146.150.0-0.1852.630.0-16.3753.160.0-17.3851.290.0--0.00
20Q1 (2)430.00.0-0.89-470.830.0-0.89-369.70.0-0.89-334.210.01.06-20.30.099.88-0.040.0-37.23-416.850.0-35.68-559.790.0-0.39-343.750.0-0.38-480.00.0-34.95-534.70.0-35.68-559.790.0--0.00
19Q4 (1)430.00.00.240.00.00.330.00.00.380.00.01.330.00.099.920.00.011.750.00.07.760.00.00.160.00.00.10.00.08.040.00.07.760.00.0--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)
2024/111.52-0.6115.5712.2640.635.39N/A-
2024/101.53-34.3174.2310.7345.14.66N/A本期收入去年增加主要係因矽智財授權收入增加所致。
2024/92.33194.42509.569.241.174.290.0本期收入去年同期增加主要係因矽智財授權收入增加所致。
2024/80.79-31.79-29.756.8711.962.430.0-
2024/71.16142.7420.326.0821.352.590.0-
2024/60.48-49.69-18.584.9221.592.780.01-
2024/50.95-29.7691.214.4428.433.160.01本期收入去年同期增加主要係因矽智財授權收入增加所致。
2024/41.3557.8991.773.4917.872.720.01因本期矽智財授權收入增加,故營收較去年同期增加。
2024/30.8669.7948.962.13-5.312.130.01-
2024/20.51-34.24-51.671.27-23.973.140.01本期收入較去年同期減少,主要係二月份工作天數較少,故部分矽智財授權收入遞延至三月份所致。
2024/10.77-58.7622.020.7722.023.950.01-
2023/121.8641.43154.4410.5813.524.060.0本期收入較去年同期增加主要係因矽智財授權收入增加所致。
2023/111.3249.8212.728.711.52.580.01-
2023/100.88129.78-26.377.4-0.262.390.01-
2023/90.38-66.06-67.116.524.742.480.01本期收入去年同期減少主要係因矽智財授權收入減少所致
2023/81.1316.8231.016.1421.272.680.01-
2023/70.9764.2440.55.0119.272.050.01-
2023/60.5918.1433.44.0415.111.790.01-
2023/50.5-29.56-2.233.4512.491.780.01-
2023/40.7122.6456.282.9615.412.330.01本期收入較去年同期增加主要係因矽智財授權收入增加所致。
2023/30.58-44.91-48.872.256.662.250.01-
2023/21.0566.04151.51.6870.242.410.01本期收入較去年同期增加主要係因矽智財授權收入增加所致。
2023/10.63-14.0110.80.6310.82.530.01-
2022/120.73-37.34-46.719.3213.663.10.01-
2022/111.17-2.13112.128.5925.823.530.01本期收入去年同期增加主要係因矽智財授權收入增加所致。
2022/101.192.6356.027.4218.243.220.01本期收入較去年同期增加主要係因矽智財授權收入增加所致。
2022/91.1635.17149.636.2212.992.710.0本期收入去年同期增加主要係因矽智財授權收入增加所致。
2022/80.8625.28-3.555.060.361.990.01-
2022/70.6955.9321.884.21.21.640.01-
2022/60.44-13.41-52.483.51-2.041.40.01本期收入去年同期減少主要係因矽智財授權收入減少所致。
2022/50.5112.59-16.213.0715.552.090.0-
2022/40.45-59.87-16.172.5624.961.990.01-
2022/31.13170.97145.082.1139.632.110.0本期收入較去年同期增加主要係因矽智財授權收入增加所致。
2022/20.42-26.84-32.410.98-6.442.360.0-
2022/10.57-58.6430.130.5730.132.490.0-
2021/121.37149.438.258.241.092.690.0-
2021/110.55-28.02-26.56.8250.271.780.01因本年度矽智財授權及權利金收入增加,故全年累計收入較去年提升。
2021/100.7764.2114.796.2765.452.120.0因本年度矽智財授權及權利金收入增加,故全年累計收入較去年提升。
2021/90.47-47.770.545.5176.271.920.01因本年度矽智財授權及權利金收入增加,故全年累計收入較去年提升。
2021/80.8958.32217.335.0489.462.380.0因本期矽智財授權收入提升,故營收較去年同期增加。
2021/70.56-39.286.134.1574.352.10.0因本期矽智財權利金收入提升,故營收較去年同期增加。
2021/60.9352.66318.13.5872.632.070.0因本期矽智財授權收入提升,故營收較去年同期增加。
2021/50.6112.6568.522.6643.281.610.01因本期矽智財授權收入提升,故營收較去年同期增加。
2021/40.5417.323.72.0537.21.610.01-
2021/30.46-25.27110.961.5142.751.510.01本期矽智財授權較去年同期增加,故營收成長。
2021/20.6240.857.731.0525.082.320.0-
2021/10.44-65.661.770.4461.772.460.0因本期權利金收入提升,故營收較去年同期增加。
2020/121.2769.35228.015.8117.412.690.01因本期矽智財授權收入提升,故營收較上期增加。
2020/110.7512.4273.944.54-0.451.880.01因本期矽智財授權收入提升,故營收較上期增加。
2020/100.6743.8229.73.79-8.211.410.01-
2020/90.4664.83-28.713.12-13.61.050.02-
2020/80.28-7.1326.172.66-10.290.810.02-
2020/70.336.56-25.272.38-13.260.890.02-
2020/60.22-38.46-68.182.08-11.171.020.02本月收入較去年同期減少係因矽智財授權收入減少。
2020/50.36-17.3-28.831.8513.031.010.02-
2020/40.44100.0524.311.4931.731.220.02-
2020/30.22-61.83-1.01.0635.051.060.02-
2020/20.57111.591.570.8449.121.230.02因矽智財技術服務及權利金收入增加,故本月收入提升
2020/10.27-30.251.530.271.530.0N/A-
2019/120.39-10.19-24.794.9562.370.0N/A因本年度矽智財授權收提升,故本年收入較去年同期增加。
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)510.0-2.010-6.02010.5813.5299.920.0-25.380-9.620-2.680-0.990-1.020
2022 (9)5113.337.0094.99-2.1609.3213.6699.920.1-7.42038.2093.71-0.6903.84116.953.56119.75
2021 (8)454.653.59337.83.20321.058.241.1499.820.0219.35198.6119.72225.951.59318.421.77353.851.62362.86
2020 (7)430.00.82115.790.76100.05.8117.3799.80-0.036.4872.86.0586.730.38100.00.39116.670.35118.75
2019 (6)430.00.38-60.820.38-50.04.9562.399.83-0.033.75-67.643.24-76.250.19-45.710.18-58.140.16-61.9
2018 (5)437.50.9779.630.7635.713.055.5499.860.1811.5924.7613.6483.330.3529.630.4379.170.4290.91
2017 (4)408.110.5400.5602.8938.2899.680.189.2907.4400.2700.2400.220
2016 (3)372.78-0.860-0.9102.09-4.5799.50-0.19-17.980-15.270-0.380-0.290-0.320
2015 (2)362.860.1100.0002.1915.2699.690.450.6701.77669.570.0100.06100.00.040
2014 (1)3545.830.000-0.0901.949.6199.240-0.6700.230-0.0100.03000

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