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 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(%)
23Q4 (20)636.786.780.01101.72100.650.29170.73120.14-2.536.9923.817.2278.2658.8618.6724.8135.730.32366.67131.070.01102.94101.110.85140.87109.040.04101.13100.4848.4070.97110.05
23Q3 (19)590.00.0-0.5840.2146.79-0.4149.38-86.36-2.72-27.1-51.969.6618.53-40.2214.9634.05-4.35-0.1278.5714.29-0.3440.3546.88-2.0872.7447.61-3.5549.4310.5811.9228.6536.12
23Q2 (18)590.09.26-0.9717.0921.77-0.8122.8616.49-2.14-82.91-174.368.155.3-25.9111.1620.9149.0-0.569.6815.15-0.5717.3914.93-7.639.38-15.26-7.0221.39-15.65-11.6520.3124.97
23Q1 (17)590.09.26-1.1723.53-348.94-1.0527.08-450.0-1.1764.76-348.947.74-28.6-48.789.2316.54-24.9-0.6239.81-300.0-0.6923.33-376.0-8.4210.43-440.89-8.93-7.33-631.55-30.76-8.42-263.73
22Q4 (16)590.09.26-1.53-40.37-202.0-1.44-554.55-218.03-3.32-85.47-140.8910.84-32.92-48.417.92-49.36-46.85-1.03-635.71-192.79-0.9-40.62-212.5-9.40-136.78-273.75-8.32-109.57-318.376.99-14.13-238.61
22Q3 (15)599.269.26-1.0912.1-166.46-0.2277.32-115.38-1.79-129.49-127.016.1646.91-27.415.64108.811.56-0.1478.79-111.67-0.644.48-172.73-3.9740.03-175.05-3.9734.6-200.769.85-175.86-173.00
22Q2 (14)540.00.0-1.24-363.83-133.16-0.97-423.33-128.78-0.78-265.96-115.6311.0-27.2-61.57.49-39.06-68.11-0.66-312.9-128.57-0.67-368.0-133.5-6.62-368.02-186.2-6.07-461.31-186.59-27.64-216.25-249.37
22Q1 (13)540.00.00.47-68.67-62.40.30-75.41-70.870.47-94.21-62.415.11-28.08-7.8112.29-17.52-17.020.31-72.07-66.30.25-68.75-62.692.47-54.34-57.271.68-55.91-58.62-16.85-38.61-45.05
21Q4 (12)540.00.01.50-8.54158.621.22-14.69221.058.1222.471524.021.01-5.6237.3214.90-3.2521.831.11-7.5236.360.8-9.09158.065.412.27106.493.81-3.389.55-13.86-32.34-36.13
21Q3 (11)540.00.01.64-56.151590.911.43-57.57993.756.6332.878387.522.26-22.0989.2915.40-34.4438.361.2-48.0512100.00.88-56.01566.675.29-31.122016.03.94-43.79803.5726.1171.5284.81
21Q2 (10)540.00.03.74199.21396.03.37227.18921.214.99299.216533.3328.5774.31167.7623.4958.6167.912.31151.09824.02.0198.511438.467.6832.87368.297.0172.66494.0740.72157.36199.12
21Q1 (9)540.00.01.25115.52668.181.03171.05590.481.25150.0668.1816.397.12111.4814.8121.120.310.92178.791414.290.67116.13658.335.78120.61860.534.06101.99363.6418.61371.39254.28
20Q4 (8)540.00.00.58627.27728.570.38337.51166.670.50725.0238.8915.330.150.5912.239.88-5.120.333400.0450.00.31616.67675.02.62948.0240.262.01458.93272.2220.16241.6394.51
20Q3 (7)540.00.0-0.11-144.0-191.67-0.16-148.48-172.73-0.08-366.6781.411.7610.2225.2411.13-20.44-21.89-0.01-104.0-105.26-0.06-146.15-200.00.25-84.76-78.26-0.56-147.46-188.8923.9534.8254.33
20Q2 (6)540.00.00.25213.64139.680.33257.14194.290.03113.64105.4510.6737.6823.3513.9913.6518.860.25457.14231.580.13208.33138.241.64315.79145.681.18176.62125.886.98-100.33-271.43
20Q1 (5)540.00.0-0.22-414.29-375.0-0.21-800.0-520.0-0.2238.89-375.07.75-23.72-5.612.31-4.5-16.2-0.07-216.67-200.0-0.12-400.0-400.0-0.76-198.7-177.55-1.54-385.19-466.67--0.00
19Q4 (4)540.00.00.07-41.670.00.03-86.360.0-0.3616.280.010.168.20.012.89-9.540.00.06-68.420.00.04-33.330.00.77-33.040.00.54-14.290.0--0.00
19Q3 (3)540.00.00.12119.050.00.22162.860.0-0.4321.820.09.398.550.014.2521.070.00.19200.00.00.06117.650.01.15132.030.00.63113.820.0--0.00
19Q2 (2)540.00.0-0.63-887.50.0-0.35-800.00.0-0.55-787.50.08.655.360.011.77-19.880.0-0.19-371.430.0-0.34-950.00.0-3.59-466.330.0-4.56-1185.710.0--0.00
19Q1 (1)540.00.00.080.00.00.050.00.00.080.00.08.210.00.014.690.00.00.070.00.00.040.00.00.980.00.00.420.00.0--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)
2024/33.8371.864.819.421.49.4N/A-
2024/22.23-33.066.295.5636.2711.48N/A-
2024/13.33-43.6967.993.3367.9916.35N/A本月較去年同期增加67.99%,主係大陸市場之人工智能應用產品需求及去年同期農曆假期所致。
2023/125.92-16.6318.7242.76-19.4917.220.43-
2023/117.169.17101.2536.84-23.4515.720.47本月營收較去年同期增加101.25%,主係受惠於市場之人工智能行業應用相關產品的需求增加。
2023/104.2-5.0380.4729.74-33.3111.590.64本月營收較去年同期增加80.47%,主係受惠於市場之人工智能行業應用相關產品的需求增加。
2023/94.4248.95-54.8425.54-39.569.650.81本月營收較去年同期減少54.85%,主係市場之人工智能行業應用相關產品的需求不如預期所致。
2023/82.9730.91.6321.12-34.958.190.96-
2023/72.27-23.18-34.118.15-38.577.631.03-
2023/62.9522.14-23.7115.89-39.168.151.13-
2023/52.42-13.03-38.5512.94-41.858.851.04-
2023/42.78-24.04-13.1610.52-42.558.541.07-
2023/33.6674.29-9.347.74-48.787.740.96-
2023/22.15.78-47.614.08-63.149.070.82本年累計較去年同期減少63.15%,主係市場之人工智能行業應用相關產品的需求不如預期所致。
2023/11.98-60.21-71.941.98-71.9410.50.71本月及累計較去年同期同時減少71.95%,主係112年01月有農曆春節假期及市場之人工智能行業應用相關產品的需求不如預期所致。
2022/124.9941.31-30.5953.11-39.810.840.81-
2022/113.5351.7-51.248.13-40.6115.640.56本月較去年同期減少51.21%;主係今年大陸市場之人工智能行業應用相關產品的需求不如預期所致。
2022/102.33-76.24-64.7144.6-39.5715.040.59本月較去年同期減少64.71%;主係今年大陸市場之人工智能行業應用相關產品的需求不如預期所致。
2022/99.79235.2729.1342.26-37.1216.150.83-
2022/82.92-15.12-60.2332.48-45.5510.231.31本月較去年同期減少60.24%;主係今年大陸市場之人工智能行業應用相關產品的需求不如預期所致。
2022/73.44-11.07-53.0929.56-43.4811.241.19本月較去年同期減少53.09%;主係今年大陸市場之人工智能行業應用相關產品的需求不如預期所致。
2022/63.87-1.6-42.5926.11-41.9211.01.03-
2022/53.9322.89-66.0322.25-41.811.171.02本月較去年同期減少66.03%;主係去年大陸市場之人工智能行業應用相關產品的需求增加及今年上海封控影響所致。
2022/43.2-20.71-68.818.31-31.2811.241.01本月較去年同期減少68%;主係去年大陸市場之人工智能行業應用相關產品的需求增加及今年上海封控影響所致。
2022/34.040.73-41.3615.11-7.815.110.6-
2022/24.01-43.3513.9111.0816.4718.260.5-
2022/17.07-1.5517.977.0717.9721.490.42-
2021/127.18-0.666.6488.2393.9821.010.31本月及累計較去年同期分別成長6.64%及93.99%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/117.239.7269.0581.05109.1721.40.3本月及累計較去年同期分別成長69.05%及109.17%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/106.59-13.0653.8373.81114.1521.520.3本月及累計較去年同期分別成長53.83%及114.15%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/97.583.2382.067.22122.7122.260.34本月及累計較去年同期分別成長82.00%及122.71%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/87.340.12113.759.64129.2321.420.35本月及累計較去年同期分別成長113.70%及129.23%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/77.338.8276.4352.3131.5925.650.29本月及累計較去年同期分別成長76.44%及131.59%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/66.74-41.77124.4444.97144.0328.570.21本月及累計較去年同期分別成長124.44%及144.04%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/511.5812.86243.2838.23147.8528.710.21本月及累計較去年同期分別成長243.28%及147.85%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/410.2649.03138.626.65121.1520.660.29本月及累計較去年同期分別成長138.61%及121.15%;主系大陸市場之人工智能行業應用對 RTX QUADRO、Geforce及DGX A100的需求增加。
2021/36.8895.68134.3216.39111.4716.390.63本月及累計較去年同期分別成長134.33%及111.47%;主系大陸市場之人工智能行業應用對 RTX QUADRO和Geforce的需求增加。
2021/23.52-41.3333.939.5197.5316.250.64累計較去年同期成長97.53%;主系大陸市場之人工智能行業應用對 RTX QUADRO和Geforce的需求增加。
2021/15.99-11.0173.795.99173.7917.010.61較去年同期成長173.79%;主系109年1月有農曆春節假期及本月大陸市場之人工智能行業應用對 RTX QUADRO和Geforce的需求增加。
2020/126.7457.4681.8145.4824.9515.30.3本月營收較去年同期成長81.82%,主係 AI人工智慧趨勢的帶動下,受惠於中國大陸市場對高速運算需求大增,致營收的成長。
2020/114.28-0.1523.3238.7518.5112.730.37-
2020/104.282.8543.6234.4717.9411.890.39-
2020/94.1721.2141.730.1815.0211.760.46-
2020/83.44-17.337.0226.0211.6510.60.51-
2020/74.1638.4328.3522.5812.3910.530.51-
2020/63.0-10.95-13.3218.439.3310.670.38-
2020/53.37-21.5540.715.4215.1910.610.38-
2020/44.346.3654.2712.059.639.860.41本月營收較去年同期成長54.28%,主係 AI人工智慧趨勢的帶動下,受惠於中國大陸市場對高速運算需求大增,致營收的成長。
2020/32.9411.858.297.75-5.527.750.6-
2020/22.6319.91-12.184.82-12.348.560.55-
2020/12.19-41.45-12.542.19-12.549.40.5-
2019/123.747.8-13.636.439.4310.190.42-
2019/113.4716.2846.3432.6912.889.390.46-
2019/102.981.4816.7329.229.899.130.47-
2019/92.94-8.4542.4226.249.179.390.5-
2019/83.21-0.8625.9423.36.049.910.47-
2019/73.24-6.52-4.7320.093.439.10.51-
2019/63.4644.563.5216.855.178.650.56-
2019/52.4-13.98-17.7513.395.60.0N/A-
2019/42.792.74-7.7410.9912.570.0N/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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)636.78-2.530-2.00042.76-19.4914.6928.63-0.990-1.330-1.60
2022 (9)599.26-3.320-2.33053.11-39.8111.42-35.81-1.520-2.010-1.960
2021 (8)540.08.111522.07.031750.088.2394.017.7943.825.53963.465.46892.734.351511.11
2020 (7)540.00.5000.38045.4824.9512.37-7.550.52271.430.5500.270
2019 (6)540.0-0.360-0.02036.49.3413.38-6.430.140-0.040-0.190
2018 (5)540.0-1.120-0.11033.2913.1214.304.3-0.140-0.670-0.60
2017 (4)54-49.53-1.080-0.71029.436.4413.713.55-0.70-0.830-0.580
2016 (3)1070.0-1.940-2.33027.6511.6313.24-18.52-1.570-2.180-2.080
2015 (2)1070.00.490-1.19024.7716.3516.259.13-0.7900.4900.520
2014 (1)1070.0-1.260-1.94021.295.9714.890-1.270-1.410-1.350

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