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(%)
24Q4 (20)839.219.215.2349.01352.784.5421.72241.3512.5556.48126.1348.8835.89103.7544.89-3.522.6221.647.34191.6416.1610.38605.6810.5845.93494.383.9433.561359.2622.0011.51458.3816.1610.38605.6824.3632.0423.87
24Q3 (19)760.00.03.5115.0859.553.7326.0194.278.0277.8354.2335.9712.8341.546.524.7316.2720.1613.4554.614.649.1740.367.2528.09119.032.9522.4176.6519.7311.9847.914.649.1740.3628.3461.9990.59
24Q2 (18)760.00.03.05108.969.442.96155.1780.494.51208.950.3331.8843.8625.3144.422.1113.7517.7782.0723.9213.4162.3538.255.66162.0455.072.41117.1277.2117.6269.122.8713.4162.3538.2518.11207.2371.19
24Q1 (17)760.00.01.46305.5621.671.16-12.78-27.51.46-73.6921.6722.16-7.63-6.8943.5018.8218.859.7631.54-11.358.26260.720.232.1621.35-17.561.11311.1123.3310.42164.4713.148.26260.720.23-6.63110.96-21.75
23Q4 (16)760.01.330.36-83.64-57.651.33-30.73-21.765.556.73-50.6723.99-5.63-15.8536.61-8.56.737.42-43.1-23.192.29-78.04-44.691.78-46.22-35.270.27-83.83-57.813.94-70.46-43.392.29-78.04-44.69-2.85-30.71-6.83
23Q3 (15)760.01.332.2022.22-48.481.9217.07-36.425.2073.33-50.0525.42-0.08-28.3540.012.4613.513.04-9.07-13.310.437.53-18.133.31-9.32-38.011.6722.79-47.9813.34-6.97-21.6210.437.53-18.133.4036.119.79
23Q2 (14)760.01.331.8050.0-42.311.642.5-39.713.00150.0-51.0625.446.89-12.739.056.6910.8414.3430.259.479.7041.193.33.6539.31-4.451.3651.11-41.8814.3455.77.349.7041.193.3-4.8145.59-1.69
23Q1 (13)761.331.331.2041.18-60.261.60-5.88-42.241.20-89.33-60.2623.8-16.52-10.5336.606.713.9811.0113.98-9.316.8765.94-24.592.62-4.73-18.890.940.62-60.359.2132.33-23.56.8765.94-24.59-18.08-19.46-24.80
22Q4 (12)750.00.00.85-80.09-64.731.70-43.71-37.7311.258.0781.1628.51-19.642.4434.30-2.7-0.929.66-35.77-24.884.14-67.5-44.952.75-48.5-23.180.64-80.06-64.446.96-59.11-37.754.14-67.5-44.951.06-21.62-16.34
22Q3 (11)750.00.04.2736.86101.423.0211.0321.7710.4169.82173.2335.4821.7651.9535.250.06-3.0515.0414.8112.4912.7435.6851.675.3439.7971.153.2137.18101.8917.0227.449.9612.7435.6851.6715.6620.094.61
22Q2 (10)750.00.03.123.31166.672.72-1.8124.776.13102.98262.7229.149.5537.2635.230.09-2.1913.107.9114.719.393.0775.843.8218.2757.22.343.08168.9713.3610.9691.139.393.0775.842.5714.31-0.17
22Q1 (9)750.00.03.0225.31480.772.771.47134.753.02-51.37480.7726.6-4.4234.8235.201.681.2112.14-5.666.539.1121.14247.713.23-9.78124.312.2726.11482.0512.047.69179.359.1121.14247.717.3919.495.78
21Q4 (8)750.00.02.4113.68322.812.7310.0886.996.2162.99276.3627.8319.1924.334.62-4.7910.9612.86-3.8178.867.52-10.48652.03.5814.74122.361.813.21318.611.18-1.5201.357.52-10.48652.014.5947.4411.92
21Q3 (7)750.00.02.1281.2315.692.4813.76111.973.81125.44252.7823.359.9911.9436.360.9416.9113.3717.08103.58.4057.3311.763.1228.4127.741.5982.76307.6911.3562.37199.478.4057.3311.768.79103.1049.26
21Q2 (6)750.00.01.17125.0234.292.1884.7586.321.69225.0196.4921.237.611.6836.023.577.8811.4256.65124.85.34103.82327.22.4368.75150.520.87123.08234.626.9962.18417.785.34103.82327.2-2.1458.1232.78
21Q1 (5)750.00.00.52-8.77136.361.18-19.1853.250.52-68.48136.3619.73-11.885.8534.7811.470.037.291.3987.42.62162.0181.721.44-10.56100.00.39-9.3143.754.3116.17226.522.62162.0181.72--0.00
20Q4 (4)750.00.00.5711.760.01.4624.790.01.6552.780.022.397.330.031.200.320.07.199.440.01.00-50.980.01.6117.520.00.4310.260.03.71-2.110.01.00-50.980.0--0.00
20Q3 (3)750.00.00.5145.710.01.170.00.01.0889.470.020.869.730.031.10-6.860.06.5729.330.02.0463.20.01.3741.240.00.3950.00.03.79180.740.02.0463.20.0--0.00
20Q2 (2)750.00.00.3559.090.01.1751.950.00.57159.090.019.011.980.033.39-3.970.05.0830.590.01.2534.410.00.9734.720.00.2662.50.01.352.270.01.2534.410.0--0.00
20Q1 (1)750.00.00.220.00.00.770.00.00.220.00.018.640.00.034.770.00.03.890.00.00.930.00.00.720.00.00.160.00.01.320.00.00.930.00.0--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)
2025/218.9937.08182.8332.84144.1551.83N/A主係O2O Solutions逐步回溫與Embedded Foundry需求強勁所致。
2025/113.85-27.01105.6113.85105.6149.9N/A主係O2O Solutions逐步回溫與Embedded Foundry需求強勁所致。
2024/1218.9811.23137.83138.8740.7548.850.6主係O2O Solutions逐步回溫與Embedded Foundry需求強勁所致。
2024/1117.0633.17110.42119.8832.2141.920.69主係O2O Solutions逐步回溫與Embedded Foundry需求強勁所致。
2024/1012.816.3562.58102.8224.5337.080.78主係O2O Solutions逐步回溫與Embedded Foundry需求強勁所致。
2024/912.05-1.4533.7990.0120.5135.970.89-
2024/812.224.4648.977.9618.6937.150.86-
2024/711.7-11.4942.265.7414.3735.460.9-
2024/613.2225.546.5854.049.7231.880.86-
2024/510.5329.7320.3840.811.4627.361.0-
2024/48.12-6.745.8630.28-3.7923.541.16-
2024/38.7129.67-10.622.16-6.922.161.21-
2024/26.71-0.33-5.5113.45-4.3421.431.25-
2024/16.74-15.57-3.156.74-3.1522.831.17-
2023/127.98-1.58-15.8698.66-17.5923.971.04-
2023/118.112.89-8.8390.68-17.7424.991.0-
2023/107.88-12.47-22.1882.57-18.5325.090.99-
2023/99.09.67-27.4474.69-18.1225.441.09-
2023/88.21-0.24-31.9165.68-16.6525.461.09-
2023/78.23-8.76-25.2457.47-13.926.01.07-
2023/69.023.07-20.7349.25-11.6625.441.15-
2023/58.7514.08-2.2940.23-9.3326.161.12-
2023/47.67-21.25-12.931.47-11.1124.521.19-
2023/39.7437.06-13.6423.8-10.5223.81.31-
2023/27.112.14-3.5214.06-8.2223.551.33-
2023/16.96-26.65-12.586.96-12.5825.341.23-
2022/129.496.63-8.04119.7329.9528.511.15-
2022/118.89-12.16-2.42110.2434.7431.431.04-
2022/1010.13-18.3920.54101.3539.434.590.95-
2022/912.412.9251.3291.2241.8635.481.07主要係受惠缺料情況進一步緩解,訂單出貨較為順暢所致
2022/812.069.5253.2178.8140.4834.451.11主要係受惠缺料情況進一步緩解,訂單出貨較為順暢所致
2022/711.01-3.2452.2866.7538.431.341.22主要係受惠缺料情況進一步緩解,訂單出貨較為順暢所致
2022/611.3827.0446.2355.7535.9529.141.3-
2022/58.961.6930.5144.3733.5529.041.3-
2022/48.81-21.9132.8435.4134.3427.451.38-
2022/311.2853.1266.9826.634.8426.61.34本月較去年同期增加67%,主係因商業物聯網(Commercial IoT)與物聯網基礎建設(IoT Infrastructure)出貨同步增加
2022/27.37-7.448.3215.3218.1125.641.39-
2022/17.96-22.8428.917.9628.9127.391.3-
2021/1210.3113.1516.1192.1313.8927.831.13-
2021/119.128.5141.8581.8213.6125.721.23-
2021/108.42.4318.6772.710.8424.471.29-
2021/98.24.27.1564.39.923.31.24-
2021/87.878.8512.956.110.3122.881.26-
2021/77.23-7.0915.9248.239.921.871.32-
2021/67.7813.3912.4741.08.921.271.17-
2021/56.863.519.4933.228.0920.251.23-
2021/46.63-1.8513.7726.367.7420.181.23-
2021/36.75-0.661.619.735.8519.731.14-
2021/26.810.159.2112.978.2121.861.03-
2021/16.17-30.57.146.177.1421.481.05-
2020/128.8838.2316.1180.9-16.9922.390.93-
2020/116.43-9.21-26.672.01-19.8121.160.98-
2020/107.08-7.51-11.765.59-19.0721.70.96-
2020/97.659.79-9.6658.51-19.8820.861.13-
2020/86.9711.77-22.6150.86-21.2220.121.18-
2020/76.24-9.85-23.6443.89-21.019.421.22-
2020/66.9210.38-20.5237.65-20.5419.011.35-
2020/56.277.55-23.4930.73-20.5518.741.37-
2020/45.83-12.34-23.4224.46-19.760.0N/A-
2020/36.656.77-20.3618.64-18.540.0N/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
2024 (10)839.2110.2591.9512.4091.06138.8940.7844.9818.0318.4860.4213.8887.5725.66125.8825.77153.1410.4147.62
2023 (9)761.335.34-42.646.49-36.598.66-17.638.118.8511.52-8.867.40-18.4111.36-24.9710.18-32.674.2-50.35
2022 (8)750.09.3157.810.2218.98119.7329.9635.01-1.1612.6410.29.0746.5315.1443.3715.1286.98.4681.55
2021 (7)750.05.90257.588.5987.9692.1313.8835.428.9511.4798.796.19372.5210.56126.128.09281.64.66275.81
2020 (6)750.01.65-70.94.57-47.2380.9-16.9932.51-6.535.77-43.761.31-73.754.67-53.252.12-71.311.24-72.98
2019 (5)750.05.67-28.688.6634.2697.46-0.8134.787.2510.2642.54.99-35.199.9941.37.39-19.934.59-38.8
2018 (4)750.07.957.586.45-4.7398.2673.2132.43-15.157.20-45.377.70-41.897.07-5.489.231.997.54.31
2017 (3)757.147.39-14.276.77-23.6856.7349.638.22-11.1413.18-35.1113.25-24.247.48-2.869.0532.317.1910.62
2016 (2)702.948.620.78.8724.9337.9225.4443.012.0220.31-10.2917.49-14.567.712.416.84-3.86.55.52
2015 (1)684.628.56-0.817.1010.5930.237.2442.16022.64020.4706.854.587.111.436.166.21

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