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)9639.1341.18-0.1162.0783.08-0.25-4.17-8.7-1.07-0.94-21.591.680.6-0.5937.289.3919.6-14.02-1.74-7.6-6.2847.8476.2-0.230.0-4.55-0.1145.075.56-6.2847.8476.2-6.2847.8476.210.8162.2010.41
24Q2 (19)690.01.47-0.2962.3447.27-0.2425.0-33.33-1.06-37.66-381.821.6721.017.0534.084.96-2.57-13.7837.76-26.08-12.0468.5149.31-0.2325.81-35.29-0.262.2645.95-12.0468.5149.31-12.0468.5149.31-1.9937.91-44.16
24Q1 (18)691.471.47-0.7713.48-340.62-0.32-113.330-0.7756.5-340.621.38-25.0-33.6532.475.46-11.02-22.14-128.96-13937.5-38.23-15.99-459.64-0.31-72.220-0.5313.11-340.91-38.23-9.38-459.64-38.23-15.99-459.64-8.06-11.72-39.27
23Q4 (17)680.00.0-0.89-36.92-186.41-0.1534.78-123.44-1.77-101.14-179.731.848.88-46.9730.79-1.22-30.75-9.6725.79-155.01-32.96-24.9-264.31-0.1818.18-129.51-0.61-35.56-187.14-34.95-32.44-274.23-32.96-24.9-264.318.61-27.553.50
23Q3 (16)680.00.0-0.65-18.18-180.25-0.23-27.78-137.1-0.88-300.0-173.951.698.33-57.7531.17-10.89-21.84-13.03-19.21-187.63-26.39-11.12-292.21-0.22-29.41-137.29-0.45-21.62-181.82-26.39-11.12-292.21-26.39-11.12-292.21-8.34-145.03-13.89
23Q2 (15)680.00.0-0.55-271.88-311.54-0.180-194.74-0.22-168.75-157.891.56-25.0-42.6534.98-4.14-6.97-10.93-6931.25-265.11-23.75-323.42-468.22-0.170-194.44-0.37-268.18-305.56-23.75-323.42-468.22-23.75-323.42-468.22-32.53-170.41-50.00
23Q1 (14)680.00.00.32-68.93166.670.00-100.0-100.00.32-85.59166.672.08-40.06-26.7636.49-17.93-9.540.16-99.09-98.7710.63-47.01274.30-100.0-100.00.22-68.57175.010.63-47.01274.310.63-47.01274.3-26.66-20.89-48.38
22Q4 (13)680.01.491.0327.1641.10.643.233.232.2286.55143.963.47-13.254.8344.4611.482.417.5818.221.0920.0646.136.00.613.395.170.727.2742.8620.0646.142.6720.0646.136.016.91119.35114.77
22Q3 (12)680.01.490.81211.54636.360.62226.3247.621.19213.16561.114.047.0626.9839.886.0612.5314.87124.6219.4413.73112.87474.480.59227.7851.280.55205.56587.513.73112.87474.4813.73112.87474.4821.41164.1087.52
22Q2 (11)680.01.490.26116.67-29.730.19-51.28-36.670.38216.67442.862.72-4.23-0.7337.60-6.79-1.66.62-49.12-37.196.45127.11-29.740.18-51.35-37.930.18125.0-28.06.45127.11-29.746.45127.11-29.74-9.2116.55-44.19
22Q1 (10)681.491.490.12-83.56140.00.39-37.1244.440.12-86.81140.02.84-14.252.6940.34-7.0944.4313.01-25.19190.472.84-80.75125.870.37-36.21237.040.08-83.67140.02.84-79.8125.872.84-80.75125.87-4.56240.045.26
21Q4 (9)670.00.00.73563.64417.390.6247.622166.670.91405.56153.223.315.0859.943.4222.5246.9417.3939.68405.6214.75517.15297.990.5848.72583.330.49512.5426.6714.06488.28224.4214.75517.15297.9910.02246.6943.81
21Q3 (8)670.00.00.11-70.2722.220.4240.0950.00.18157.14112.163.1514.9629.135.44-7.2523.2312.4518.12628.072.39-73.971.270.3934.48875.00.08-68.033.332.39-73.971.272.39-73.971.2731.1476.53125.56
21Q2 (7)670.00.00.37223.3348.00.30211.11287.50.07123.33104.462.7447.3153.0738.2136.8121.3410.54173.3224.889.18183.61-2.130.29207.41293.330.25225.047.069.18183.61-2.139.18183.61-2.1318.5996.45-294.44
21Q1 (6)670.00.0-0.30-30.4383.52-0.27-800.0-285.71-0.3082.4683.521.86-10.14-8.3727.93-5.48-10.02-14.38-152.72-329.25-10.98-47.3881.75-0.27-125.0-285.71-0.2-33.3383.61-10.982.8381.75-10.98-47.3881.75-12.65-193.00-487.50
20Q4 (5)670.00.0-0.23-355.5641.03-0.03-175.0-250.0-1.71-15.54-188.142.07-15.16-27.3729.552.75-9.91-5.69-432.75-202.15-7.45-415.6819.37-0.12-400.0-175.0-0.15-350.042.31-11.30-578.81-159.17-7.45-415.6819.37--0.00
20Q3 (4)670.00.00.09-64.00.00.04125.00.0-1.485.730.02.4436.310.028.76-8.670.01.71120.260.02.36-74.840.00.04126.670.00.06-64.710.02.36-74.840.02.36-74.840.0--0.00
20Q2 (3)670.00.00.25113.740.0-0.16-128.570.0-1.5713.740.01.79-11.820.031.491.450.0-8.44-151.940.09.38115.590.0-0.15-114.290.00.17113.930.09.38115.590.09.38115.590.0--0.00
20Q1 (2)670.00.0-1.82-366.670.0-0.07-450.00.0-1.82-193.810.02.03-28.770.031.04-5.370.0-3.35-160.140.0-60.16-551.080.0-0.07-143.750.0-1.22-369.230.0-60.16-1279.820.0-60.16-551.080.0--0.00
19Q4 (1)670.00.0-0.390.00.00.020.00.01.940.00.02.850.00.032.800.00.05.570.00.0-9.240.00.00.160.00.0-0.260.00.0-4.360.00.0-9.240.00.0--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)
2024/100.56-3.18-5.55.29-10.791.71N/A-
2024/90.580.41-4.224.73-11.381.680.63-
2024/80.5810.515.464.15-12.291.760.6-
2024/70.52-21.35-3.853.57-14.611.730.61-
2024/60.6621.8424.323.05-16.211.670.58-
2024/50.5417.564.082.39-23.161.430.67-
2024/40.468.79-8.981.85-28.661.30.74-
2024/30.433.1-26.741.38-33.471.381.16-
2024/20.41-24.4-39.010.96-36.081.591.01-
2024/10.55-13.19-33.670.55-33.671.80.9-
2023/120.630.74-27.357.18-44.881.840.79-
2023/110.625.27-46.786.55-46.121.820.8-
2023/100.59-1.87-58.565.93-46.051.740.83市場需求不佳且去年營收基期較高之故。
2023/90.610.57-61.345.33-44.181.691.07市場需求不佳且去年營收基期較高之故。
2023/80.550.74-58.814.73-40.831.621.12市場需求不佳且去年營收基期較高之故。
2023/70.541.7-51.144.18-37.261.61.13市場需求不佳且去年營收基期較高之故。
2023/60.532.0-44.993.64-34.491.561.34-
2023/50.522.8-42.743.11-32.271.611.3-
2023/40.51-12.43-39.552.59-29.671.761.19-
2023/30.58-14.16-27.132.08-26.752.081.13-
2023/20.68-17.77-32.811.5-26.62.360.99-
2023/10.82-4.93-20.560.82-20.562.860.82-
2022/120.87-26.19-14.913.0317.673.470.71-
2022/111.17-18.033.0712.1620.974.160.59-
2022/101.43-8.4623.2310.9923.254.320.57-
2022/91.5617.8239.699.5623.254.00.42-
2022/81.3319.523.378.020.483.40.5-
2022/71.1114.515.596.6719.922.990.57-
2022/60.976.173.835.5620.832.720.26-
2022/50.918.51-0.284.5925.152.550.27-
2022/40.845.55-5.593.6833.612.640.26-
2022/30.8-20.858.652.8452.352.840.18去年累計基期較低以及乙太網路晶片銷售成長所致
2022/21.01-2.7798.722.0480.713.060.16係因去年基期較低以及乙太網路晶片銷售成長所致
2022/11.041.8466.081.0466.083.190.16係因去年基期較低以及乙太網路晶片銷售成長所致.
2021/121.02-10.665.4711.0732.993.310.25係因去年基期較低以及乙太網路晶片銷售成長所致.
2021/111.14-1.9959.5510.0530.43.420.25係因去年基期較低以及乙太網路晶片銷售成長所致.
2021/101.163.7656.48.9227.433.350.25係因去年基期較低以及乙太網路晶片銷售成長所致.
2021/91.124.0517.367.7523.993.150.3-
2021/81.0711.9634.16.6425.192.970.32-
2021/70.962.8640.495.5623.62.810.34-
2021/60.931.96112.384.620.582.740.45本月營業收入淨額較去年本月營業收入淨額增加50%以上,係因去年基期較低以及乙太網路晶片銷售成長所致
2021/50.922.7365.373.678.632.540.48本月營業收入淨額較去年本月營業收入淨額增加50%以上,係因去年基期較低以及新應用網路供電晶片銷售成長所致
2021/40.8921.4812.292.75-2.482.130.58-
2021/30.7344.75-13.831.86-8.251.860.69-
2021/20.51-18.74-32.071.13-4.221.740.73-
2021/10.621.4643.630.6243.631.950.66-
2020/120.61-13.8-33.388.32-15.312.070.58-
2020/110.71-3.92-25.937.71-13.432.410.5-
2020/100.74-22.13-23.277.0-11.922.50.48-
2020/90.9518.95.836.25-10.352.440.46-
2020/80.817.29-7.595.3-12.751.920.59-
2020/70.6855.49-17.394.5-13.611.680.67-
2020/60.44-20.6-54.093.82-12.891.791.02消費端銷售趨緩,客戶部份訂單遞延所致
2020/50.55-30.23-39.053.38-1.382.20.83-
2020/40.79-6.779.182.8212.22.390.77-
2020/30.8514.124.02.0313.432.031.0-
2020/20.7571.8270.141.186.862.10.97本月較去年同期增加70.15%,主係108年2月農曆春節,工作天數減少致基期較低之故。
2020/10.43-52.94-34.80.43-34.82.320.881月份營收減少,主因農曆春節工作天數減少之故
2019/120.92-4.1612.599.8311.990.0N/A-
2019/110.96-0.4727.838.9111.930.0N/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)680.0-1.770-0.5407.18-44.933.44-17.88-7.890-16.780-0.570-1.240-1.20
2022 (9)681.492.17143.821.8273.3313.0317.7140.729.3213.4650.5611.52108.71.7576.771.5154.241.5145.9
2021 (8)670.00.8901.05011.0733.0537.2523.758.9405.5200.9900.5900.610
2020 (7)670.0-1.710-0.2208.32-15.3630.10-4.93-3.540-13.830-0.290-1.230-1.150
2019 (6)67-19.281.9200.0409.8311.9631.669.251.84013.2500.1801.4401.30
2018 (5)830.0-1.030-0.6708.781.3928.98-3.98-7.320-9.700-0.640-0.850-0.850
2017 (4)830.00.040-0.4508.662.1230.18-9.1-4.9100.380-0.4200.0400.030
2016 (3)830.0-0.760-0.5408.4815.3733.20-4.87-6.120-7.430-0.520-0.630-0.630
2015 (2)830.0-0.840-0.8407.3510.3634.90-2.21-10.940-9.490-0.80-0.70-0.70
2014 (1)830.0-1.140-1.0006.664.0635.690-14.490-14.150-0.960-0.940-0.940

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