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)6119.6135.56-0.8921.93-61.82-0.921.08-170.59-2.60-52.94-114.880.5414.89-11.48-5.41-2452.17-114.43-99.2514.34-127.27-99.8519.44-144.85-0.540.0-100.0-0.546.9-116.0-96.4818.94-93.11-99.8519.44-144.85-11.22-46.58-71.83
24Q2 (19)5113.3313.33-1.14-115.09-192.31-0.93-144.74-173.53-1.70-220.75-161.540.47-37.33-43.370.23-99.43-99.28-115.86-241.27-363.07-123.95-287.46-485.5-0.54-116.0-157.14-0.58-141.67-222.22-119.03-241.45-461.73-123.95-287.46-485.5-18.66-65.16-61.15
24Q1 (18)450.00.0-0.53-15.22-103.85-0.3822.45-80.95-0.5368.26-103.850.750.0-26.4740.067.46-1.5-33.95-0.71-201.24-31.99-14.41-177.45-0.250.0-108.33-0.24-14.29-100.0-34.86-59.4-232.95-31.99-14.41-177.4511.470.57-10.83
23Q4 (17)450.00.0-0.4616.36-100.0-0.49-44.12-226.67-1.67-38.02-16800.00.7522.95-18.4837.28-0.59-15.27-33.7122.81-252.25-27.9631.44-152.12-0.257.41-177.78-0.2116.0-110.0-21.8756.22-112.74-27.9631.44-152.12-1.78-12.34-22.06
23Q3 (16)450.00.0-0.55-41.03-271.88-0.340.0-30.77-1.21-86.15-626.090.61-26.51-16.4437.5017.08-15.41-43.67-74.54-111.58-40.78-92.63-307.43-0.27-28.57-80.0-0.25-38.89-278.57-49.96-135.77-341.24-40.78-92.63-307.43-22.57-45.52-30.95
23Q2 (15)450.00.0-0.39-50.0-750.0-0.34-61.937.04-0.65-150.0-622.220.83-18.6356.632.03-21.246.27-25.02-122.0157.79-21.17-83.61-535.6-0.21-75.034.38-0.18-50.0-700.0-21.19-102.39-372.37-21.17-83.61-535.6-3.88-31.52-50.95
23Q1 (14)450.0-29.69-0.26-13.04-160.0-0.21-40.065.57-0.26-2700.0-160.01.0210.8752.2440.67-7.5742.35-11.27-17.7676.85-11.53-3.97-20.1-0.12-33.3363.64-0.12-20.0-100.0-10.47-1.85-327.35-11.53-3.97-20.118.45-92.461.16
22Q4 (13)450.0-29.69-0.23-171.88-360.0-0.1542.310.00.01-95.65101.20.9226.03-3.1644.00-0.74-0.61-9.5753.63-38.7-11.09-156.41-223.32-0.0940.0-28.57-0.1-171.43-233.33-10.28-149.64-1169.14-11.09-156.41-223.3231.89130.7247.08
22Q3 (12)450.0-29.690.32433.33168.09-0.2651.8550.00.23355.56129.490.7337.74-24.7444.3347.0893.16-20.6465.1835.6819.66304.53163.5-0.1553.1251.610.14366.67146.6720.71166.2168.6919.66304.53163.58.42296.6631.66
22Q2 (11)45-29.69-29.690.06160.0128.57-0.5411.48-134.78-0.0910.070.970.53-20.9-52.2530.145.5-9.0-59.27-21.75-267.224.86150.62139.29-0.323.03-77.780.03150.0121.437.78417.55149.524.86150.62139.29-25.1830.00-147.59
22Q1 (10)640.00.0-0.10-100.00.0-0.61-306.67-662.5-0.1087.950.00.67-29.47-57.0528.57-35.46-17.14-48.68-605.51-725.08-9.60-179.88-144.9-0.33-371.43-266.67-0.06-100.00.0-2.45-202.4761.05-9.60-179.88-144.9-15.76-5.32-117.76
21Q4 (9)640.00.0-0.0589.36-123.81-0.1571.15-250.0-0.83-6.41-376.670.95-2.06-41.3644.2792.93.8-6.9078.5-190.31-3.4388.92-141.93-0.0777.42-158.33-0.0390.0-123.08-0.8197.31-106.77-3.4388.92-141.93-7.33-17.23-27.47
21Q3 (8)640.00.0-0.47-123.81-1040.0-0.52-126.09-1633.33-0.78-151.61-880.00.97-12.61-29.222.95-30.71-43.07-32.09-98.82-1754.91-30.96-150.28-1507.27-0.31-72.22-1450.0-0.3-114.29-1100.0-30.15-91.92-1961.11-30.96-150.28-1507.27-20.73-116.91-156.80
21Q2 (7)640.00.0-0.21-110.0-187.5-0.23-187.5-200.0-0.31-210.0-720.01.11-28.85-21.2833.12-3.94-26.43-16.14-173.56-258.24-12.37-215.56-213.8-0.18-100.0-228.57-0.14-133.33-193.33-15.71-149.76-245.87-12.37-215.56-213.8-16.28-128.81-183.75
21Q1 (6)640.00.0-0.10-147.6247.37-0.08-180.060.0-0.10-133.3347.371.56-3.762.534.48-19.16-18.0-5.90-177.2353.32-3.92-147.9268.79-0.09-175.025.0-0.06-146.1550.0-6.29-152.5949.48-3.92-147.9268.797.2886.19126.66
20Q4 (5)640.00.00.21320.0216.670.10433.33200.00.30200.0122.061.6218.2535.042.655.81-4.957.64541.623421.748.18271.82183.30.12700.000.13333.33208.3311.96638.27332.238.18271.82183.3--0.00
20Q3 (4)640.00.00.05-79.170.0-0.03-113.040.00.10100.00.01.37-2.840.040.31-10.460.0-1.73-116.960.02.20-79.760.0-0.02-114.290.00.03-80.00.01.62-84.960.02.20-79.760.0--0.00
20Q2 (3)640.00.00.24226.320.00.23215.00.00.05126.320.01.4146.880.045.027.060.010.20180.70.010.87186.540.00.14216.670.00.15225.00.010.77186.510.010.87186.540.0--0.00
20Q1 (2)640.00.0-0.19-5.560.0-0.20-100.00.0-0.1986.030.00.96-20.00.042.05-6.280.0-12.64-5395.650.0-12.56-27.90.0-0.1200.0-0.120.00.0-12.45-141.750.0-12.56-27.90.0--0.00
19Q4 (1)640.00.0-0.180.00.0-0.100.00.0-1.360.00.01.20.00.044.870.00.0-0.230.00.0-9.820.00.000.00.0-0.120.00.0-5.150.00.0-9.820.00.0--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)
2024/110.2524.39-15.462.2-26.520.64N/A-
2024/100.27.9-12.591.95-27.740.58N/A-
2024/90.190.97-19.921.75-29.160.472.01-
2024/80.1914.63-25.481.56-30.130.442.13-
2024/70.09-41.12-24.881.37-30.720.42.32-
2024/60.168.27-44.131.28-31.120.532.25-
2024/50.15-31.99-46.691.12-28.720.582.06-
2024/40.223.99-17.540.97-24.830.631.9-
2024/30.216.37-45.420.75-26.720.751.92-
2024/20.2-42.0-3.620.54-15.40.761.91-
2024/10.3457.32-15.090.34-15.090.861.68-
2023/120.22-27.22-31.333.2112.070.752.1-
2023/110.328.61-19.462.9917.450.762.06-
2023/100.23-1.14-9.462.723.710.712.2-
2023/90.23-6.0310.22.4628.120.612.15-
2023/80.2597.442.622.2330.350.661.97-
2023/70.13-56.2-51.451.9834.940.691.89子公司銷售減少
2023/60.293.3212.271.8553.540.831.41子公司銷售增加
2023/50.285.1947.81.5740.40.931.26-
2023/40.27-31.169.171.2938.890.861.37-
2023/30.3987.8346.571.0249.460.990.99-
2023/20.21-48.9115.140.6451.260.921.06子公司今年營收較去年高
2023/10.427.2465.410.465.411.090.9子公司銷售增加
2022/120.32-14.64-1.552.86-37.360.940.99-
2022/110.3744.5921.752.55-40.060.841.11-
2022/100.2620.32-20.992.18-44.810.711.31-
2022/90.21-12.49-25.311.92-46.940.721.47-
2022/80.24-6.6-22.511.71-48.780.61.76-
2022/70.26181.71-29.351.47-51.50.541.94疫情及政治因素影響
2022/60.09-51.1-57.831.21-54.570.522.39全球通澎壓力,政治緊張及疫情持續所致
2022/50.19-22.3-52.91.12-54.270.691.8全球通澎壓力,政治緊張及疫情持續所致
2022/40.24-7.58-49.780.93-54.540.681.83全球通澎壓力,政治緊張及疫情持續所致
2022/30.2647.55-48.50.68-56.020.682.44全球通澎壓力,政治緊張及疫情持續所致
2022/20.18-26.6-65.250.42-59.70.742.25全球通澎壓力,政治緊張及疫情持續所致
2022/10.24-24.27-54.350.24-54.350.871.93全球景氣受Govid-19疫情影響
2021/120.325.57-45.174.57-14.640.951.98-
2021/110.3-6.17-50.04.25-10.90.912.06市場需求下降
2021/100.3213.74-23.653.95-5.190.922.04-
2021/90.28-9.21-36.93.63-3.10.972.04-
2021/80.31-14.85-27.133.341.520.92.19-
2021/70.3768.17-24.933.035.830.991.99-
2021/60.22-45.39-60.62.6612.21.11.79德國及日本子公司業績下滑,韓國需求減少
2021/50.4-17.16-20.992.4434.51.41.42-
2021/40.48-5.2237.52.0456.051.511.31因COVID-19疫情影響,居家辨公致電腦需求增加
2021/30.51-0.4353.11.5662.891.561.08COVID-19疫情居家辨公致電腦需求增加
2021/20.51-3.57106.071.0468.151.631.03COVID-19疫情居家辨公致電腦需求增加
2021/10.53-9.0442.810.5342.811.720.97-
2020/120.58-3.7251.995.3628.841.620.89因疫情造成PC市場需求增加
2020/110.6143.2647.244.7726.481.480.97-
2020/100.42-5.9914.884.1723.931.311.1-
2020/90.454.8337.483.7425.051.370.83-
2020/80.43-12.2713.053.2923.511.480.77-
2020/70.49-11.7429.52.8625.261.550.73-
2020/60.569.546.522.3724.411.410.58-
2020/50.5144.1834.551.8118.921.190.69-
2020/40.355.5244.31.3113.790.930.88-
2020/30.3334.020.470.955.560.950.88-
2020/20.25-33.17-3.510.62-1.011.010.83-
2020/10.37-3.190.730.370.730.0N/A-
2019/120.38-6.7420.484.16-17.770.0N/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)450.0-1.670-1.3803.2112.6337.05-2.17-26.200-23.400-0.840-0.750-0.750
2022 (9)45-29.690.010-1.5702.85-37.9137.8712.27-30.8700.110-0.8800.08000
2021 (8)640.0-0.830-1.0004.59-14.2133.73-20.77-14.120-11.580-0.650-0.570-0.530
2020 (7)640.00.3000.1105.3527.6842.5734.762.3003.6500.1200.2500.20
2019 (6)640.0-1.360-1.3404.19-16.731.59-10.36-20.410-20.830-0.850-0.910-0.870
2018 (5)640.0-0.150-0.3605.03-6.6835.24-6.18-6.340-1.880-0.320-0.190-0.090
2017 (4)640.0-0.060-0.3105.39-5.637.5615.89-4.000-0.750-0.220-0.060-0.040
2016 (3)640.00.160-0.3305.715.9432.4110.5-2.7901.800-0.1600.1400.10
2015 (2)640.0-0.550-0.8405.39-27.7529.3311.22-8.080-6.490-0.440-0.270-0.350
2014 (1)641.59-0.990-1.0307.460.6726.370-9.070-8.420-0.680-0.680-0.630

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