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)104500.078.690.060.00.00.070.0-22.220.1754.556.25348.128.45-1.725.57-1.94-2.112.743.791.111.73-15.273.09.5212.4-0.946.08-8.369.832.33-3.32104.391.73-15.273.010.9610.000.00
24Q2 (19)104500.078.720.0620.00.00.070.00.00.11120.010.0320.9913.48-7.635.687.179.442.64-9.2822.222.0420.0114.748.472.7912.786.6333.9496.152.4126.18111.42.0420.0114.744.35210.0037.50
24Q1 (18)1045062.5778.820.05400.025.00.0775.016.670.05-66.6725.0282.85-4.79-14.185.3021.84-3.812.9172.1926.521.701114.29123.688.2464.148.564.951025.0102.041.91478.7991.01.701114.29123.68-10.46158.349.72
23Q4 (17)64289.9219.460.01-83.33-50.00.04-55.56-33.330.15-6.2515.38297.08-16.13-13.884.35-23.55-15.21.69-37.64-12.440.14-86.0-33.335.02-47.76-24.510.44-87.71-57.280.33-71.05-31.250.14-86.0-33.33-7.10-41.66-13.50
23Q3 (16)58480.028.70.060.00.00.0928.5750.00.1660.045.45354.21.93-25.155.699.6323.972.7125.4677.121.005.2658.739.6127.9632.733.585.9218.941.140.052.01.005.2658.733.6825.0022.62
23Q2 (15)58470.058.740.0650.0500.00.0716.67133.330.10150.066.67347.495.431.415.19-5.8113.322.16-6.09103.770.9525.0533.337.51-1.05106.893.3837.96389.861.1414.0245.450.9525.0533.330.4875.008.34
23Q1 (14)58448.68.750.04100.00.00.060.000.04-69.230.0329.58-4.46-1.135.517.4131.192.3019.17460.980.76261.9-3.87.5914.14450.02.45137.865.61.00108.33-9.910.76261.9-3.8-15.7916.660.00
22Q4 (13)53810.028.710.02-66.67140.00.060.0700.00.1318.18160.0344.95-27.1117.535.1311.7626.671.9326.14704.170.21-66.67127.636.65-8.15850.01.03-65.78142.040.48-36.0250.00.21-66.67127.635.50216.6650.00
22Q3 (12)53800.068.750.06500.0-33.330.06100.020.00.1183.3310.0473.2438.170.654.590.22-21.271.5344.34-29.170.63320.0-60.877.2499.4520.673.01336.23-29.010.75127.27-58.330.63320.0-60.8720.45212.5050.00
22Q2 (11)53770.068.670.01-75.0200.00.030250.00.0650.0500.0342.672.841.564.589.05-4.381.06158.54541.670.15-81.01215.383.63163.04715.250.69-70.26216.950.33-70.276.450.15-81.01215.388.1952.5050.00
22Q1 (10)53748.578.920.04180.0100.0-0.00100.0-100.00.04-20.0100.0333.3413.5721.594.203.7-28.930.4170.83-76.970.79203.9575.561.3897.14-71.662.32194.6998.291.11446.8852.050.79203.9575.569.7112.22-10.00
21Q4 (9)49500.068.67-0.05-155.56-400.0-0.01-120.0-150.00.05-50.025.0293.515.847.464.05-30.53-14.560.24-88.89-79.83-0.76-147.2-590.910.7-88.33-78.53-2.45-157.78-497.56-0.32-117.78-180.0-0.76-147.2-590.9110.20422.22115.00
21Q3 (8)4947-0.028.610.091000.0125.00.05350.0150.00.10900.0100.0277.3114.566.165.8321.7112.332.161000.0100.01.611338.4693.986.01116.95112.774.24818.64142.291.80480.6589.471.611338.4693.981.43425.00100.00
21Q2 (7)49480.288.63-0.01-150.00.0-0.02-150.0-300.00.01-50.00.0242.07-11.716.764.79-18.95-6.45-0.24-113.48-151.06-0.13-128.8959.38-0.59-112.11-160.82-0.59-150.4311.940.31-57.53255.0-0.13-128.8959.38-5.6775.00-25.00
21Q1 (6)49348.328.320.02300.0-33.330.04100.0300.00.02-50.0-33.33274.160.3730.655.9124.6836.181.7849.58306.980.45509.099.764.8749.39369.061.17385.37-3.310.7382.58.960.45509.099.762.4787.5050.00
20Q4 (5)45550.00.0-0.01-125.075.00.020.00.00.04-20.0-50.0273.144.5743.754.74-8.67-17.131.1910.1956.58-0.11-113.2589.813.2615.6126.39-0.41-123.4379.60.40-57.89135.4-0.11-113.2589.81--0.00
20Q3 (4)45550.00.00.04500.00.00.02100.00.00.05400.00.0261.2125.990.05.191.370.01.08129.790.00.83359.370.02.82190.720.01.75361.190.00.95575.00.00.83359.370.0--0.00
20Q2 (3)45550.00.0-0.01-133.330.00.01150.00.00.01-66.670.0207.33-1.20.05.1217.970.00.47154.650.0-0.32-178.050.00.97153.590.0-0.67-155.370.0-0.20-129.850.0-0.32-178.050.0--0.00
20Q1 (2)45550.00.00.03175.00.0-0.02-200.00.00.03-62.50.0209.8510.440.04.34-24.130.0-0.86-213.160.00.41137.960.0-1.81-225.690.01.21160.20.00.67159.290.00.41137.960.0--0.00
19Q4 (1)45550.00.0-0.040.00.00.020.00.00.080.00.0190.010.00.05.720.00.00.760.00.0-1.080.00.01.440.00.0-2.010.00.0-1.130.00.0-1.080.00.0--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)
2024/10137.05-11.917.591100.82-1.02401.64N/A-
2024/9155.642.7523.25963.77-2.14370.350.43-
2024/8108.993.0618.92808.17-5.87321.420.49-
2024/7105.76-0.851.8699.18-8.83317.830.5-
2024/6106.671.190.02593.42-10.5317.150.48-
2024/5105.410.32-11.96486.75-12.52305.470.5-
2024/4105.0710.6-1.84381.34-12.67285.820.53-
2024/394.9910.77-15.92276.27-16.19276.270.51-
2024/285.76-10.22-22.14181.28-16.33281.890.5-
2024/195.52-5.06-10.3295.52-10.32330.20.42-
2023/12100.61-24.95-18.181346.91-7.08362.050.38-
2023/11134.075.25-8.251246.3-6.05387.680.35-
2023/10127.370.892.281112.23-5.78345.260.4-
2023/9126.2437.74-22.84984.86-6.73321.780.61-
2023/891.65-11.77-27.46858.62-3.78302.180.65-
2023/7103.88-2.58-10.45766.970.12330.260.59-
2023/6106.64-10.92-4.0663.082.0333.420.52-
2023/5119.7311.845.06556.443.24339.760.51-
2023/4107.05-5.256.56436.712.76330.180.52-
2023/3112.982.561.05329.661.58329.660.55-
2023/2110.153.4-1.92216.681.86339.660.54-
2023/1106.53-13.386.1106.536.1375.640.48-
2022/12122.98-15.8430.351449.6734.6393.640.5-
2022/11146.1317.3560.711326.6935.0434.290.45本公司功能性貨幣為美金,月度及年度分別較去年度同期間增減百分比39.1%及27.4%,皆未超過50%。
2022/10124.52-23.931.571180.5632.38404.170.49-
2022/9163.630.075.941056.0432.48390.750.65九月份銷貨收入較去年同期增加,主要係受智能3C產品及儲存設備等產品的需求增加所致。
2022/7116.024.4226.93766.0525.71341.070.74-
2022/6111.1-2.537.43650.0325.5325.5N/A-
2022/5113.9613.4450.43538.9323.29326.21N/A本公司功能性貨幣為美金,月度及年度分別較去年度同期間增減百分比41.9%及22.2%,皆未超過50%。
2022/4100.45-10.158.98424.9717.61324.57N/A-
2022/3111.81-0.4514.35324.5220.56324.52N/A-
2022/2112.3211.8733.94212.7224.1307.06N/A-
2022/1100.46.4214.68100.414.68285.66N/A-
2021/1294.343.750.851077.029.47279.91N/A-
2021/1190.93-3.92-1.1982.6810.38278.57N/A-
2021/1094.641.76-7.98891.7511.7282.42N/A-
2021/993.0-1.87-3.1797.1114.61279.18N/A-
2021/894.783.695.77704.1117.45267.02N/A-
2021/791.413.065.8609.3319.5247.99N/A-
2021/680.846.71-2.69517.9322.3248.76N/A-
2021/575.75-17.81-1.8437.0928.4265.69N/A-
2021/492.17-5.7371.08361.3437.25273.79N/A主要係因去年度同期部分國家材料供應鏈及產能受疫情影響所致。
2021/397.7716.5944.77269.1728.54269.17N/A-
2021/283.85-4.2124.01171.420.82264.94N/A-
2021/187.54-6.4117.9187.5417.91273.02N/A-
2020/1293.541.7433.53983.79-3.99288.33N/A-
2020/1191.94-10.6110.92890.25-6.74290.77N/A-
2020/10102.857.1516.57798.31-8.42288.44N/A-
2020/995.987.1218.44695.46-11.24271.98N/A-
2020/889.63.71-2.04599.48-14.66259.07N/A-
2020/786.393.98-5.51509.87-16.55246.61N/A-
2020/683.087.69-3.82423.48-18.49214.09N/A-
2020/577.1443.19-12.53340.4-21.42198.55N/A-
2020/453.87-20.22-34.55263.26-23.69189.02N/A-
2020/367.53-0.12-19.2209.39-20.29209.39N/A-
2020/267.61-8.92-18.4141.86-20.8211.91N/A-
2020/174.245.98-22.8774.24-22.87227.18N/A-
2019/1270.05-15.48-18.551024.71-2.89241.16N/A-
2019/1182.88-6.06-20.15954.66-1.510.0N/A-
2019/1088.238.88-15.89871.780.720.0N/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)642819.460.1515.380.2673.331328.34-11.15.2112.532.2477.780.7460.8729.7457.4412.322.889.8539.72
2022 (9)53818.710.13160.00.15150.01494.237.454.63-9.921.2624.750.4658.6218.8972.0410.0147.217.05197.47
2021 (8)49508.670.0525.00.06200.01087.0514.245.145.761.0183.640.2931.8210.98109.546.849.122.3725.4
2020 (7)45550.00.04-50.00.02-80.0951.53-4.24.86-10.170.55-49.070.22-33.335.24-51.074.561.791.89-49.33
2019 (6)45550.00.08-33.330.1011.11993.25-7.455.4114.141.0811.340.33-26.6710.712.594.48-30.763.73-34.33
2018 (5)45550.040.12-36.840.09-35.711073.189.124.74-13.820.97-36.180.45-46.4310.44-30.356.47-30.365.68-35.82
2017 (4)45530.020.19-17.390.1427.27983.460.625.50-4.011.527.80.84-20.014.998.399.29-25.988.85-16.75
2016 (3)45520.370.23-25.810.11-60.71977.44-28.115.7311.71.41-33.81.051.9413.83-52.1312.55-10.2910.63-24.4
2015 (2)45356.580.3129.170.2875.01359.62-6.755.1323.912.1370.41.0347.1428.8957.9613.9918.9614.0636.77
2014 (1)42554.210.24700.00.16166.671458.0331.864.1401.2500.70018.29154.7411.76564.4110.28879.05

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