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)610.00.0-0.4910.91-145.37-0.4144.59-162.12-0.83-144.12-134.32.6730.88-31.36-2.1988.36-111.05-8.5864.26-159.87-11.1131.88-165.86-0.2353.06-141.07-0.39.09-145.45-10.5341.6-149.93-11.1131.88-165.863.22-175.49-59.85
24Q2 (19)610.00.0-0.55-361.9-170.51-0.74-164.29-289.74-0.34-261.9-125.372.04-24.44-42.7-18.81-1667.5-213.25-24.01-354.73-326.72-16.31-447.76-222.45-0.49-250.0-228.95-0.33-353.85-170.21-18.03-405.08-205.13-16.31-447.76-222.45-26.88-178.45-159.59
24Q1 (18)610.00.00.215.0-62.5-0.28-154.9-151.850.21-91.95-62.52.7-29.32-31.821.20-90.57-92.02-5.28-163.08-150.334.6950.32-45.84-0.14-143.75-133.330.138.33-61.765.9168.86-45.434.6950.32-45.84-15.56-38.24-88.81
23Q4 (17)610.00.00.20-81.48-72.60.51-22.73-43.332.617.85-25.03.82-1.8-18.3812.72-35.82-38.998.37-41.59-39.783.12-81.51-67.090.32-42.86-50.770.12-81.82-72.733.50-83.4-69.543.12-81.51-67.093.73-21.5123.25
23Q3 (16)610.00.01.0838.46-12.90.6669.23-17.52.4280.6-12.03.899.27-12.5819.8219.33-3.1314.3335.32-4.9116.8726.65-0.650.5647.37-16.420.6640.43-13.1621.0922.97-0.6616.8726.65-0.65-0.4238.8820.73
23Q2 (15)610.00.00.7839.29-12.360.39-27.78-36.071.34139.29-11.263.56-10.1-16.2416.6110.51-6.8410.590.95-15.0113.3253.813.90.38-9.52-28.30.4738.24-12.9617.1558.364.3813.3253.813.9-12.748.00-33.89
23Q1 (14)610.00.00.56-23.29-9.680.54-40.050.00.56-83.91-9.683.96-15.38-5.2615.03-27.9116.9610.49-24.5336.958.66-8.65-3.460.42-35.3831.250.34-22.73-8.1110.83-5.74-3.488.66-8.65-3.46-5.11-32.21-13.75
22Q4 (13)610.00.00.73-41.13-32.410.9012.5-16.673.4826.55112.24.685.17-12.8520.851.918.5913.90-7.76-6.029.48-44.17-22.30.65-2.99-17.720.44-42.11-33.3311.49-45.88-22.739.48-44.17-22.34.94-0.9021.82
22Q3 (12)610.00.01.2439.33287.50.8031.15207.692.7582.12391.074.454.719.6120.4614.75112.0215.0720.95160.7316.9832.45255.970.6726.42191.30.7640.74300.021.2329.21229.1516.9832.45255.973.1941.4450.30
22Q2 (11)610.00.00.8943.551212.50.6169.441933.331.51143.55504.04.251.678.9717.8338.75307.0812.4662.666822.2212.8242.921109.450.5365.625200.00.5445.951180.016.4346.431133.3312.8242.921109.45-10.250.481.38
22Q1 (10)610.00.00.62-42.5987.880.36-66.67-7.690.62-62.287.884.18-22.16-17.7212.85-33.0727.997.66-48.2132.998.97-26.48128.830.32-59.4910.340.37-43.9485.011.22-24.55128.988.97-26.48128.835.0697.45124.35
21Q4 (9)610.00.01.08237.5300.01.08315.3892.861.64192.86-16.335.3732.270.7519.2098.9659.614.79155.88107.7212.20155.77292.280.79243.48107.890.66247.37288.2414.87130.54282.2612.20155.77292.2818.19368.75541.02
21Q3 (8)610.00.00.32500.0-54.290.26766.67-70.110.56124.0-66.864.064.1-14.359.65120.32-46.125.783111.11-57.224.77475.59-46.580.232200.0-64.060.19480.0-54.766.45505.66-42.264.77475.59-46.58-9.57187.88337.18
21Q2 (7)610.01.67-0.08-124.24-200.00.03-92.31-86.960.25-24.24-75.03.9-23.239.244.38-56.37-52.70.18-96.88-95.71-1.27-132.4-194.780.01-96.55-93.33-0.05-125.0-200.0-1.59-132.45-195.21-1.27-132.4-194.78-13.96-51.01-61.34
21Q1 (6)610.00.00.3322.22-64.130.39-30.36-49.350.33-83.16-64.135.08-4.69-3.4210.04-16.54-42.175.76-19.1-50.33.9226.05-63.090.29-23.68-52.460.217.65-64.294.9025.96-63.13.9226.05-63.093.88-19.61-33.00
20Q4 (5)610.00.00.27-61.43-25.00.56-35.63-1.751.9615.98-17.35.3312.4538.4412.03-32.83-33.687.12-47.3-35.043.11-65.17-44.960.38-40.62-9.520.17-59.52-22.733.89-65.17-49.353.11-65.17-44.96--0.00
20Q3 (4)611.670.00.70775.00.00.87278.260.01.6969.00.04.7432.770.017.9193.410.013.51221.670.08.93566.420.00.64326.670.00.42740.00.011.17568.860.08.93566.420.0--0.00
20Q2 (3)60-1.640.00.08-91.30.00.23-70.130.01.008.70.03.57-32.130.09.26-46.660.04.20-63.760.01.34-87.380.00.15-75.410.00.05-91.070.01.67-87.420.01.34-87.380.0--0.00
20Q1 (2)610.00.00.92155.560.00.7735.090.00.92-61.180.05.2636.620.017.36-4.30.011.595.750.010.6287.960.00.6145.240.00.56154.550.013.2872.920.010.6287.960.0--0.00
19Q4 (1)610.00.00.360.00.00.570.00.02.370.00.03.850.00.018.140.00.010.960.00.05.650.00.00.420.00.00.220.00.07.680.00.05.650.00.0--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)
2024/111.3959.354.739.68-31.593.1N/A-
2024/100.874.33-37.948.29-35.362.71N/A-
2024/90.84-16.21-33.417.41-35.042.670.36-
2024/81.019.42-21.146.57-35.242.380.4-
2024/70.8453.86-38.575.57-37.252.090.46-
2024/60.54-23.82-55.164.74-37.012.040.52主係因是大客戶各地的庫存水位高,基於要減少庫存水位故客戶端採取減少生產.降低現有庫存水位之策略作法來因應市場變化。,
2024/50.71-8.61-46.454.19-33.522.480.43-
2024/40.78-20.79-23.183.48-30.062.60.41-
2024/30.9918.63-36.662.7-31.832.70.4-
2024/20.83-5.52-19.671.71-28.692.790.38-
2024/10.88-18.51-35.530.88-35.533.290.33-
2023/121.08-18.74-20.515.23-13.293.820.4-
2023/111.33-5.59-29.0714.15-12.684.00.39-
2023/101.4111.95-2.8812.82-10.543.930.39-
2023/91.26-0.77-19.8811.41-11.43.890.32-
2023/81.27-6.97-26.0610.15-10.223.840.33-
2023/71.3612.2916.638.89-7.43.910.32-
2023/61.21-9.02-19.77.52-10.733.560.32-
2023/51.3331.09-1.586.31-8.773.910.29-
2023/41.02-34.68-26.484.98-10.523.610.32-
2023/31.5650.460.813.96-5.233.960.24-
2023/21.04-24.18-0.472.4-8.783.760.25-
2023/11.370.49-14.221.37-14.224.60.2-
2022/121.36-27.5-20.7417.56-4.654.680.21-
2022/111.8729.26-5.816.2-3.04.890.2-
2022/101.45-7.64-13.014.33-2.624.730.21-
2022/91.57-8.423.7312.88-1.294.450.25-
2022/81.7146.7536.8311.31-1.954.390.25-
2022/71.17-22.68-9.959.6-6.684.030.27-
2022/61.5111.4914.028.43-6.24.250.32-
2022/51.36-2.0720.656.92-9.74.280.32-
2022/41.38-10.43-4.665.56-14.923.970.35-
2022/31.5548.54-7.94.18-17.854.180.35-
2022/21.04-34.66-15.72.63-22.744.350.34-
2022/11.59-7.14-26.741.59-26.745.30.28-
2021/121.71-13.83-13.3218.42-2.545.370.21-
2021/111.9919.3917.2916.7-1.285.170.22-
2021/101.6710.120.5414.71-3.354.430.26-
2021/91.5120.79-10.6513.05-3.824.060.35-
2021/81.25-3.43-11.8211.53-2.853.880.37-
2021/71.3-2.09-20.3510.28-1.633.750.38-
2021/61.3317.98-6.498.981.813.90.45-
2021/51.12-22.621.077.663.44.250.41-
2021/41.45-13.4840.06.543.824.360.4-
2021/31.6835.96-20.915.08-3.315.080.31-
2021/21.23-43.22-25.923.418.595.390.29-
2021/12.179.8647.642.1747.645.850.27-
2020/121.9816.6148.1518.921.055.330.2-
2020/111.72.3439.1616.9218.525.050.22-
2020/101.66-2.1428.1615.2316.594.770.23-
2020/91.6919.2148.7113.5715.324.740.22-
2020/81.42-12.781.5311.8711.744.470.23-
2020/71.6314.953.4110.4513.294.160.25-
2020/61.4227.5334.498.8215.323.570.3-
2020/51.117.17-2.517.4112.264.270.25-
2020/41.04-51.12-9.896.315.344.820.22-
2020/32.1227.3531.645.2622.095.260.23-
2020/21.6713.1657.243.1416.384.470.27DRAM IC漲價,代工數量成長所致
2020/11.4710.23-10.051.47-10.050.0N/A-
2019/121.349.54-7.6715.61-8.440.0N/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)610.02.59-24.272.08-22.6815.23-13.2716.04-11.4810.96-11.3310.46-13.341.67-23.041.99-24.911.59-25.0
2022 (9)610.03.42111.112.6951.9817.56-4.6718.1258.5312.3671.4312.07122.692.1763.162.65112.02.12112.0
2021 (8)610.01.62-16.491.77-27.1618.42-2.5411.43-20.957.21-23.385.42-14.381.33-25.281.25-16.111.0-16.67
2020 (7)610.01.94-17.452.43-2.4118.921.0814.46-22.269.41-22.746.33-31.641.78-6.321.49-18.581.2-17.24
2019 (6)610.02.35343.42.491145.015.61-8.4518.60242.5412.18941.039.26384.821.9850.01.83357.51.45353.12
2018 (5)610.00.5329.270.20-68.7517.05-1.965.43-18.221.17-50.01.9133.570.2-51.220.453.850.3228.0
2017 (4)615.170.41-65.550.64-45.7617.3931.446.64-51.142.34-64.221.43-72.760.41-52.870.26-69.050.25-64.29
2016 (3)580.01.19-27.441.181.7213.23-34.2113.5945.826.5446.315.259.150.87-3.330.84-27.590.7-27.84
2015 (2)580.01.64-6.821.16-5.6920.11-32.999.3244.274.4739.254.8141.060.9-6.251.16-6.450.97-4.9
2014 (1)580.01.76-51.381.23-59.2730.01-12.896.4603.2103.4100.96-57.891.24-51.371.02-51.66

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