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(%)
25Q2 (20)3204.589.222.7559.886.592.53295.31-27.924.49161.05-27.58128.2429.4327.6118.9837.84-23.569.58125.41-30.837.0225.58-8.4712.28191.69-11.788.7967.1116.4210.1335.25-0.397.0225.58-8.4715.0162.63161.66
25Q1 (19)3064.444.441.7265.38-52.490.6428.0-81.821.72-81.41-52.4999.080.59-8.9413.77-0.79-47.94.2592.31-70.095.5947.49-42.554.2194.01-72.795.2673.03-50.387.49104.09-44.855.5947.49-42.552.698.56-19.22
24Q4 (18)2930.08.121.04-48.26-60.00.50-66.44-81.559.2512.6777.5498.54.8-10.6413.88-35.17-29.692.21-74.21-77.333.79-44.43-42.582.17-73.04-79.813.04-48.47-56.823.67-62.51-55.573.79-44.43-42.58-0.83-35.17-61.99
24Q3 (17)2930.010.572.01-22.0928.031.49-57.5547.528.2132.42206.3493.99-6.479.2521.41-13.7715.678.57-38.1242.836.82-11.0837.788.05-42.1755.715.9-21.8542.519.79-3.7438.876.82-11.0837.78-7.06-25.41-28.91
24Q2 (16)2930.011.412.58-28.73155.453.51-0.282825.06.2071.27458.56100.49-7.6546.7424.83-6.0560.6113.85-2.53569.087.67-21.1784.8213.92-10.02880.287.55-28.77182.7710.17-25.1188.337.67-21.1784.82-4.475.2514.80
24Q1 (15)2938.1211.413.6239.233922.223.5229.895128.573.62-30.523922.22108.81-1.2950.8926.4333.89129.2314.2145.742350.09.7347.421131.6515.4743.913583.3310.650.574316.6713.5864.411013.119.7347.421131.6513.4252.4299.10
23Q4 (14)2712.264.232.6065.61276.812.71168.321526.325.2194.463.32110.2328.1347.719.746.6577.849.7562.5557.756.6033.33140.8810.75107.93776.17.0470.05293.38.2617.16657.86.6033.33140.8826.8860.53455.00
23Q3 (13)2650.761.531.5755.45185.451.01741.671110.02.68141.447.286.0325.63-3.5618.5119.7350.246.00189.86192.684.9519.28156.485.17264.08182.514.1455.06191.557.0530.5675.814.9519.28156.4810.30538.84506.55
23Q2 (12)2630.01.151.011022.22621.430.12271.43-80.951.111133.33-43.3768.48-5.03-21.7315.4634.0843.152.07256.914.364.15425.322493.751.42238.1-10.132.671012.5621.625.40342.627814.294.15425.322493.75-4.21467.63167.30
23Q1 (11)2631.151.940.09-86.96-95.05-0.0763.16-106.540.09-97.18-95.0572.11-3.38-26.3811.533.87-25.610.58127.23-89.180.79-71.17-84.360.42126.42-92.00.24-86.59-94.91.2211.93-81.710.79-71.17-84.36-9.86-30.75-13.42
22Q4 (10)260-0.385.690.6925.45213.64-0.19-90.05.03.1927.6-65.174.63-16.34-26.711.10-9.94.23-2.13-203.9-213.32.7441.97174.0-1.59-186.89-183.251.7926.06237.741.09-72.82-63.912.7441.97174.0-7.18159.16-102.94
22Q3 (9)2610.383.570.55292.86292.86-0.10-115.87-109.712.5027.55-72.3189.211.97-7.8812.3214.0717.332.0513.26-46.891.931106.254925.01.8315.82-50.941.42283.78305.714.015828.57389.021.931106.254925.0-4.35100.28-78.50
22Q2 (8)2600.786.560.14-92.31-97.690.63-41.12-66.491.967.69-78.3487.49-10.68-17.7110.80-30.32-40.661.81-66.23-81.360.16-96.83-98.91.58-69.9-84.70.37-92.14-97.49-0.07-101.05-100.390.16-96.83-98.9-7.24317.48296.94
22Q1 (7)2584.8810.731.82727.27-38.11.07635.0-19.551.82-80.09-38.197.95-3.87.6815.5045.54-18.725.36185.11-32.415.05405.0-35.095.25174.87-27.184.71788.68-31.246.67120.86-38.135.05405.0-35.090.67392.20257.79
21Q4 (6)246-2.3811.310.2257.14-84.4-0.20-119.42-157.149.141.2249.84101.825.1414.8710.651.43-14.391.88-51.3-48.351.002600.0-72.071.91-48.79-40.680.5351.43-83.073.02268.29-48.731.002600.0-72.07-1.89-20.27-82.31
21Q3 (5)2523.2815.070.14-97.69-89.781.03-45.2194.349.03-0.2292.5496.84-8.9211.8910.50-42.31-0.13.86-60.252.39-0.04-100.27-101.113.73-63.8914.070.35-97.63-88.330.82-95.43-84.47-0.04-100.27-101.11--0.00
21Q2 (4)2444.720.06.05105.780.01.8841.350.09.05207.820.0106.3216.890.018.20-4.560.09.7122.450.014.6187.790.010.3343.270.014.74115.180.017.9366.330.014.6187.790.0--0.00
21Q1 (3)2335.430.02.94108.510.01.33280.00.02.94-51.80.090.962.620.019.0753.30.07.93117.860.07.78117.320.07.21123.910.06.85118.850.010.7883.020.07.78117.320.0--0.00
20Q4 (2)2210.910.01.412.920.00.35-33.960.06.1030.060.088.642.410.012.4418.360.03.64-3.450.03.58-0.830.03.22-1.530.03.134.330.05.8911.550.03.58-0.830.0--0.00
20Q3 (1)2190.00.01.370.00.00.530.00.04.690.00.086.550.00.010.510.00.03.770.00.03.610.00.03.270.00.03.00.00.05.280.00.03.610.00.0--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)
2025/849.8316.9364.53319.2818.28139.43N/A記憶體價格上漲
2025/742.61-9.2939.53269.4612.44131.29N/A-
2025/646.9812.6959.04226.848.48127.841.13記憶體價格上漲
2025/541.696.4429.18179.860.16118.291.22-
2025/439.174.621.78138.17-6.19110.031.31-
2025/337.4311.98-5.8399.0-9.0199.01.41-
2025/233.4318.790.0761.57-10.8490.441.54-
2025/128.14-2.54-21.0728.14-21.0791.951.52-
2024/1228.87-17.35-8.2400.3718.8197.911.45-
2024/1134.942.45-14.67371.521.59101.571.4-
2024/1034.14.8-10.05336.5627.296.921.46-
2024/932.547.43-2.65302.4633.4393.361.82-
2024/830.29-0.831.93269.9339.6790.361.88-
2024/730.543.3834.03239.6446.5392.351.84-
2024/629.54-8.4629.37209.148.56100.291.79-
2024/532.27-16.1231.51179.5652.27110.511.63記憶體價格上漲
2024/438.48-3.280.75147.2957.73111.641.61記憶體價格上漲
2024/339.7519.0156.58108.8150.93108.811.81記憶體價格上漲
2024/233.4-6.3133.9869.0647.86100.511.96-
2024/135.6513.3563.7535.6563.75108.051.82記憶體價格上漲
2023/1231.45-23.1833.51336.98-3.86110.311.360.836.6-
2023/1140.958.056.21305.53-6.55112.281.341.145.76記憶體價格上漲
2023/1037.9113.4339.59264.58-12.02101.051.491.034.63-
2023/933.4212.493.95226.67-17.1485.921.690.933.6-
2023/829.7130.4-1.12193.25-19.9675.331.92-
2023/722.78-0.2-14.55163.54-22.6370.162.07-
2023/622.83-6.95-23.86140.75-23.868.661.67-
2023/524.5415.27-12.53117.92-23.7971.221.61-
2023/421.29-16.15-26.7593.38-26.2871.611.6-
2023/325.391.83-21.9972.09-26.1472.091.01-
2023/224.9314.5-21.7446.7-28.2270.261.04-
2023/121.77-7.57-34.4321.77-34.4371.541.02-
2022/1223.56-10.12-27.89350.52-11.4276.930.81-
2022/1126.21-3.48-26.7326.96-9.9485.520.73-
2022/1027.16-15.52-18.23300.75-8.189.360.7-
2022/932.156.990.37273.59-6.9688.870.77-
2022/830.0512.69-6.62241.44-7.8686.710.78-
2022/726.67-11.08-18.4211.39-8.0384.710.8-
2022/629.996.89-11.4184.72-6.3187.111.03-
2022/528.06-3.47-22.78154.73-5.2589.671.0-
2022/429.07-10.69-19.31126.68-0.2493.470.96-
2022/332.552.16-2.9497.617.3197.611.12-
2022/231.86-4.0713.2965.0713.397.741.12-
2022/133.211.6413.333.2113.3101.641.08-
2021/1232.67-8.6416.79395.7223.36101.650.89-
2021/1135.767.6614.52363.0523.99101.010.9-
2021/1033.223.714.93327.2925.1297.430.93-
2021/932.03-0.470.09294.0726.3896.91.08-
2021/832.18-1.5219.99262.0430.5798.721.06-
2021/732.68-3.4620.32229.8633.37102.871.01-
2021/633.85-6.8322.98197.1734.4106.211.08-
2021/536.340.8639.25163.3237.04105.891.08-
2021/436.027.4274.03126.9936.4297.681.17銷貨增加
2021/333.5319.2515.890.9625.6790.961.12-
2021/228.12-4.0612.2657.4332.2585.41.19-
2021/129.314.7859.529.3159.588.511.15銷貨增加
2020/1227.97-10.4217.09320.7825.5688.10.78-
2020/1131.238.0523.4292.8126.4392.130.75-
2020/1028.9-9.6835.41261.5826.80.0N/A-
2020/932.019.352.62232.6825.810.0N/A銷貨增加
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)2938.129.0875.299.02139.26401.7919.2821.7829.649.8687.17.0859.4639.61123.1537.8191.3527.0792.12
2023 (9)2714.235.1863.923.77167.38336.85-3.5616.8033.655.27160.894.4474.817.75151.0619.7682.1214.0969.76
2022 (8)2605.693.16-63.211.41-65.1349.27-11.7912.57-13.792.02-65.472.54-57.387.07-69.510.85-66.858.3-63.06
2021 (7)24611.318.5957.614.042.28395.9422.8614.58-1.625.85-0.175.9641.2323.1822.7832.7365.8122.4766.32
2020 (6)2211.845.45211.433.950322.2726.0714.8233.885.861262.794.22162.1118.881632.1119.74215.8413.51227.12
2019 (5)217-0.461.750-0.320255.62-19.2111.0782.980.4301.6101.0906.2504.130
2018 (4)2181.4-0.820-2.220316.41-2.086.05-55.84-2.440-0.720-7.730-2.430-1.790
2017 (3)2150.07.9529.064.0751.3323.1239.0513.70-3.795.7717.525.55-1.618.6463.3722.8641.7217.2329.16
2016 (2)215-2.276.1602.690232.3815.0714.24136.544.9105.64011.41016.138389.4713.340
2015 (1)220-3.93-0.200-1.550201.95-30.576.020-2.130-0.240-4.3100.19-98.04-0.450

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