玩股撇步(動畫小學堂)  

  • 營業利益和稅後淨利成長率大於營收成長率, 通常代表公司在成長, 如果是漲很多的股票, 發現沒有這個現象就要留意了
  • 營收到某個數字後, 營業利益產生不成比例的增加, 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)1540.01.321.10-12.723.60.90-21.0513.924.5031.9611.6632.37-14.6410.1813.3721.771.361.8-25.010.431.68-13.423.536.46-5.07.315.332.516.122.477.942.81
23Q3 (19)1540.650.651.2628.570.81.1426.678.573.4158.68.637.9219.580.9910.98-9.038.182.448.1521.211.9428.482.116.8023.8613.145.207.662.972.416.175.00
23Q2 (18)1530.00.660.98-16.246.520.90-16.675.882.1583.7613.7631.71-14.766.8412.079.23-0.491.62-22.49-3.571.51-15.647.865.49-8.04-7.734.831.051.265.937.6110.02
23Q1 (17)1530.660.661.1731.4620.621.0836.7114.891.17-70.9720.6237.226.6221.0511.05-16.22-5.472.0928.2215.471.7931.6221.775.97-0.830.04.784.140.422.431.335.97
22Q4 (16)152-0.6519.690.89-28.8-10.10.79-24.76-2.474.0328.34-4.9529.38-21.76-3.2913.1929.958.031.63-17.683.821.36-28.428.86.020.1715.774.59-9.1111.412.383.53-0.62
22Q3 (15)1530.6621.431.2535.87-11.971.0523.530.03.1466.14-4.2737.5526.52-12.110.15-16.3220.41.9817.86-2.461.935.715.566.011.0116.025.055.8720.5311.5515.366.98
22Q2 (14)1520.020.630.92-5.15-1.080.85-9.5728.791.8994.852.1629.68-3.4211.0812.133.7613.91.68-7.1825.371.4-4.7619.665.95-0.347.214.770.219.4-1.14-3.583.24
22Q1 (13)15219.6921.60.97-2.025.430.9416.0542.420.97-77.125.4330.731.156.1511.69-4.2621.011.8115.2937.121.4717.626.725.9714.8118.694.7615.5319.6-13.87-16.15-3.40
21Q4 (12)1270.792.420.99-30.2833.780.81-22.8672.344.2429.2719.4430.38-28.8935.8712.2144.8410.21.57-22.6663.541.25-30.5635.875.200.390.584.12-1.670.015.5011.2018.12
21Q3 (11)1260.00.81.4252.6954.351.0559.0964.063.2877.316.3142.7259.8873.178.43-20.85-20.022.0351.4963.711.853.8556.525.18-6.67-9.64.19-3.9-9.8926.0926.8929.55
21Q2 (10)1260.81.610.931.09-19.130.660.0-21.431.85101.09-2.1226.72-7.72.7710.6510.25-8.511.341.52-20.241.170.86-17.615.5510.34-20.034.369.55-20.1510.8812.7120.21
21Q1 (9)1250.810.810.9224.3222.670.6640.438.20.92-74.0822.6728.9529.4714.349.66-12.823.651.3237.512.821.1626.0924.735.03-2.719.353.98-3.49.9410.052.386.94
20Q4 (8)124-0.80.810.74-19.57-20.430.47-26.56-30.883.5525.8924.5622.36-9.36-8.1711.085.123.360.96-22.58-29.410.92-20.0-19.35.17-9.77-12.964.12-11.4-11.59-7.24-19.79-25.18
20Q3 (7)1250.811.630.92-20.0119.050.64-23.81156.02.8249.2146.8724.67-5.123.5210.54-9.4521.151.24-26.19138.461.15-19.01121.155.73-17.44111.444.65-14.84114.29-1.2216.666.95
20Q2 (6)1240.00.811.1553.3343.750.8437.750.01.89152.026.026.02.6930.011.6424.899.191.6843.5946.091.4252.6943.436.9450.879.465.4650.8310.983.3316.9913.71
20Q1 (5)1240.810.810.75-19.357.140.61-10.2922.00.75-73.687.1425.323.9820.749.32-13.06-8.91.17-13.9719.390.93-18.428.144.60-22.56-9.633.62-22.32-11.27--0.00
19Q4 (4)1230.00.00.93121.430.00.68172.00.02.8548.440.024.352.180.010.7223.220.01.36161.540.01.14119.230.05.94119.190.04.66114.750.0--0.00
19Q3 (3)1230.00.00.42-47.50.00.25-55.360.01.9228.00.023.8319.150.08.70-18.390.00.52-54.780.00.52-47.470.02.71-57.260.02.17-55.890.0--0.00
19Q2 (2)1230.00.00.8014.290.00.5612.00.01.50114.290.020.0-4.630.010.664.20.01.1517.350.00.9915.120.06.3424.560.04.9220.590.0--0.00
19Q1 (1)1230.00.00.700.00.00.500.00.00.700.00.020.970.00.010.230.00.00.980.00.00.860.00.05.090.00.04.080.00.0--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備註(年增率變動50%需說明原因)
2024/212.32-7.02-7.7225.57-0.5735.32N/A-
2024/113.2536.047.1313.257.1333.77N/A-
2023/129.74-9.610.14139.229.3232.380.39-
2023/1110.78-9.137.78129.4710.0835.850.36-
2023/1011.86-10.2422.86118.710.2939.240.32-
2023/913.21-6.7212.05106.839.0537.920.27-
2023/814.1734.43-12.7393.628.6435.370.29-
2023/710.54-1.1910.6379.4513.631.310.33-
2023/610.675.54-0.6868.9114.0731.710.5-
2023/510.11-7.634.5258.2517.2732.520.49-
2023/410.94-4.6718.048.1420.3535.770.44-
2023/311.48-14.043.2637.221.0637.20.33-
2023/213.357.9325.9625.7231.1435.450.35-
2023/112.3727.1637.2212.3737.2232.10.39-
2022/129.73-2.711.72127.34-1.1129.380.67-
2022/1110.03.586.16117.62-1.3431.450.62-
2022/109.65-18.14-15.31107.62-1.9837.680.52-
2022/911.79-27.35-26.5797.96-0.4437.550.37-
2022/816.2370.43-6.7186.174.6536.50.38-
2022/79.53-11.32.969.947.729.930.46-
2022/610.7411.0818.5860.418.4929.680.53-
2022/59.674.2714.1249.676.5330.050.53-
2022/49.27-16.580.8440.04.8530.990.51-
2022/311.114.85-1.3430.736.1230.730.44-
2022/210.617.5837.419.6110.8929.180.46-
2022/19.01-5.73-9.619.01-9.6128.00.48-
2021/129.561.5228.14128.7830.9530.380.54-
2021/119.42-17.3739.28119.2231.1836.880.45-
2021/1011.4-29.0340.16109.830.5344.870.37-
2021/916.06-7.7104.1598.429.4942.720.38110年9月營收成長主要來自IT基礎架構系列產品有大型專案挹注。
2021/817.488.01106.0682.3420.8735.720.46110年8月營收成長主要來自IT基礎架構系列產品有大型專案挹注。
2021/79.262.2110.7764.938.8126.780.61-
2021/69.066.9-4.4555.688.4926.720.54-
2021/58.47-7.85-8.3646.6211.4328.930.5-
2021/49.19-18.3926.3938.1517.0428.170.51-
2021/311.2746.0423.8128.9514.3628.950.36-
2021/27.71-22.65-6.2617.699.0625.150.41-
2021/19.9733.6524.849.9724.8424.20.43-
2020/127.4610.35-6.5498.3410.322.360.56-
2020/116.76-16.855.9690.8811.9622.760.55-
2020/108.133.36-18.4984.1212.4824.450.51-
2020/97.87-6.84-0.9675.9917.2524.670.37-
2020/88.451.0712.5268.1219.7926.280.35-
2020/78.36-11.83-0.2659.6720.927.080.34-
2020/69.482.5147.851.3225.2226.00.36-
2020/59.2527.0947.9941.8421.0425.620.36-
2020/47.27-20.05-0.9532.5915.0924.60.38-
2020/39.110.5612.1525.3220.7125.320.45-
2020/28.233.0150.7216.2226.1124.20.47去年同期 2 月遇春節假期,本年度2月營運天數正常故帶動營收成長。
2020/17.990.047.947.997.9422.360.51-
2019/127.9925.1332.5389.1534.1124.350.54-
2019/116.38-36.059.9581.1734.2724.30.54-
2019/109.9825.675.2374.7836.8525.430.52雲端、資安產品專案需求增加
2019/97.945.8421.5864.8132.3923.830.31-
2019/87.51-10.430.456.8634.0522.30.34-
2019/78.3830.6439.8949.3634.6321.040.36-
2019/66.412.64-6.7240.9833.620.00.46-
2019/56.25-14.9332.834.5645.2521.70.43-
2019/47.34-9.4782.228.3248.310.0N/A因終端客戶例如政府單位在管理及網路資訊安全方面越來越重視,故此類產品需求量大褔增加。
2019/38.1148.5879.0120.9739.250.0N/A3月份因有9項產品合計約達3億左右的銷售專案所致
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)1541.324.4612.634.0310.71139.219.3211.800.947.9111.418.6313.116.9212.7
2022 (9)15219.693.96-4.123.6414.47127.34-1.1211.6916.27.113.427.6313.376.1414.34
2021 (8)1272.424.1320.063.1824.71128.7830.9510.06-5.456.2623.966.7321.485.3721.49
2020 (7)1240.813.4424.192.5527.598.3410.3110.645.875.0526.255.5425.064.4225.93
2019 (6)1230.02.7736.452.0040.8589.1534.1210.05-2.054.042.354.4340.633.5138.74
2018 (5)1230.822.0328.481.4217.3666.4711.3810.264.062.8119.573.1528.572.5329.08
2017 (4)1220.831.58-13.191.21-13.5759.680.619.861.022.35-8.912.45-7.891.96-12.5
2016 (3)1219.011.8222.151.4029.6359.329.779.76-2.22.5824.642.6619.282.2422.4
2015 (2)11116.841.4939.251.0852.1154.048.719.9813.542.0756.822.2365.191.8363.39
2014 (1)950.01.0722.990.7157.7849.7115.428.7901.3255.291.3537.761.1236.59

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