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)1180.00.0-0.08-153.3376.470.12209.09140.0-0.58-16.0-928.571.852.78-8.4213.71104.93222.520.12500.0133.33-0.1-155.5675.0-6.64-142.0867.23-5.25-153.2573.5122.25-12.78146.80
23Q3 (19)1180.00.00.15127.78-40.0-0.1184.51-266.67-0.5023.08-221.951.841.73-47.836.69109.6966.0-0.0397.09-200.00.18128.12-37.9315.78124.1978.19.86119.6416.270.96-131.56-161.31
23Q2 (18)1180.00.0-0.54-390.91-775.0-0.71-407.14-3650.0-0.65-490.91-482.351.27-39.81-61.4-69.04-10858.73-969.52-1.03-543.75-1571.43-0.64-392.31-740.0-65.24-985.52-1559.51-50.20-733.89-1819.18-17.68-161.63-176.91
23Q1 (17)1180.00.0-0.1167.65-222.22-0.1453.33-366.67-0.11-257.14-222.222.114.46-43.73-0.6394.37-114.89-0.1655.56-700.0-0.1367.5-230.0-6.0170.34-279.94-6.0269.63-323.79-18.50-84.17-423.33
22Q4 (16)1180.00.0-0.34-236.0-750.0-0.30-900.0-275.00.07-82.93-89.062.02-41.45-56.47-11.19-377.67-344.86-0.36-3500.0-500.0-0.4-237.93-700.0-20.26-328.67-3583.64-19.82-333.73-1638.6-18.30-11.75-575.00
22Q3 (15)1180.00.00.25212.5-13.79-0.03-250.0-111.110.41141.18-40.583.454.86-20.144.03-49.24-66.47-0.01-114.29-103.030.29190.0-14.718.8698.2110.618.48190.418.72-3.70100.69-41.67
22Q2 (14)1180.00.00.08-11.11-77.780.02166.67-94.590.1788.89-57.53.29-12.27-16.077.9487.71-49.270.07450.0-83.330.10.0-76.744.4733.83-57.272.928.55-73.09-15.72156.94114.58
22Q1 (13)1180.00.00.09325.0125.0-0.0362.5-250.00.09-85.94125.03.75-19.1816.14.23-7.44-37.33-0.0266.67-140.00.1300.0100.03.34707.2745.852.69335.9681.76-5.88105.60-33.56
21Q4 (12)1180.00.0-0.04-113.790.0-0.08-129.63-60.00.64-7.25356.04.647.4157.294.57-61.98-42.44-0.06-118.18-20.0-0.05-114.710.0-0.55-106.8756.69-1.14-114.6226.928.80-66.62-78.33
21Q3 (11)1180.00.00.29-19.44281.250.27-27.03268.750.6972.5428.574.3210.291.1512.02-23.19701.00.33-21.43250.00.34-20.93278.958.01-23.42182.757.80-28.11191.2315.78390.28861.49
21Q2 (10)1180.02.610.36800.0500.00.371750.0840.00.40900.0900.03.9221.3662.6615.65131.85289.30.42740.0566.670.43760.0530.010.46356.77296.6210.85633.11352.9115.43500.00945.00
21Q1 (9)1180.00.00.04200.00.00.02140.0200.00.04116.00.03.239.4917.886.75-14.9938.040.05200.0150.00.05200.00.02.29280.31-32.051.48194.87-18.6820.01137.50104.38
20Q4 (8)1180.00.0-0.0475.092.16-0.0568.7578.26-0.25-19.05-196.152.9530.5359.467.94497.01340.62-0.0577.2785.71-0.0573.6891.67-1.2786.8896.5-1.5681.7595.212.16-1.39-75.62
20Q3 (7)1182.610.0-0.16-77.78-233.33-0.16-220.0-500.0-0.21-320.0-127.272.26-6.22-20.42-2.00-149.75-121.12-0.22-144.44-344.44-0.19-90.0-235.71-9.68-81.95-253.65-8.55-99.3-276.65-9.13-201.39-185.00
20Q2 (6)115-2.54-2.54-0.09-325.0-118.0-0.05-150.0-111.11-0.05-225.0-107.692.41-12.0426.844.02-17.7924.84-0.09-550.0-117.31-0.1-300.0-116.95-5.32-257.86-117.48-4.29-335.71-113.7718.04-108.58-29.35
20Q1 (5)1180.00.00.04107.84-73.33-0.0291.3-166.670.04-84.62-73.332.7448.1127.444.89864.06-29.340.02105.71-66.670.05108.33-72.223.37109.29-62.561.82105.6-78.33--0.00
19Q4 (4)1180.00.0-0.51-525.00.0-0.23-675.00.00.26-66.230.01.85-34.860.0-0.64-106.760.0-0.35-488.890.0-0.6-528.570.0-36.29-676.030.0-32.48-771.070.0--0.00
19Q3 (3)1180.00.00.12-76.00.00.04-91.110.00.7718.460.02.8449.470.09.47194.10.00.09-82.690.00.14-76.270.06.30-79.30.04.84-84.460.0--0.00
19Q2 (2)1180.00.00.50233.330.00.451400.00.00.65333.330.01.9-11.630.03.22-53.470.00.52766.670.00.59227.780.030.44238.220.031.15270.830.0--0.00
19Q1 (1)1180.00.00.150.00.00.030.00.00.150.00.02.150.00.06.920.00.00.060.00.00.180.00.09.000.00.08.400.00.0--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)
2024/30.4-22.72-52.841.86-12.131.86N/A113年3月價格及出貨量較112年3月減少所致
2024/20.52-45.43-22.751.4614.932.01N/A-
2024/10.9470.2756.630.9456.632.22N/A銷售量增加,致營業額相對增加。
2023/120.55-22.65-24.857.04-43.71.851.27-
2023/110.7223.34-4.356.49-44.881.841.28-
2023/100.586.768.915.77-47.641.941.21-
2023/90.54-33.3-48.145.19-50.521.81.32112年9月價格及量較111年9月減少
2023/80.8286.94-42.414.64-50.781.741.37112年8月價格及出貨量較111年8月減少。
2023/70.44-9.47-55.273.83-52.271.271.88112年7月價格及出貨量較111年7月減少。
2023/60.4838.47-63.63.39-51.851.272.31112年6月價格及出貨量較111年6月減少。
2023/50.35-21.48-66.952.91-49.121.641.8112年5月價格及出貨量較111年5月減少
2023/40.44-47.46-51.042.56-45.081.961.51112年4月價格及出貨量較111年4月減少
2023/30.8426.58-39.252.11-43.642.112.01-
2023/20.6710.65-32.691.27-46.232.012.12-
2023/10.6-18.31-56.020.6-56.022.092.03112年1月價格及出貨量較111年1月減少。
2022/120.74-1.54-47.6512.51-22.422.022.45-
2022/110.7540.45-53.0911.77-20.02.332.12111年11月價格及量較110年11月減少
2022/100.53-49.16-67.5111.02-15.973.01.65111年10月價格及量較110年10月減少
2022/91.05-25.93-31.0910.48-8.583.441.68-
2022/81.4245.2-3.89.43-5.133.721.55-
2022/70.98-26.32-25.998.02-5.363.361.72-
2022/61.3325.721.947.04-1.563.292.22-
2022/51.0516.31-40.735.71-5.773.352.18-
2022/40.91-34.8-14.334.668.733.292.22-
2022/31.3940.2740.713.7516.33.751.68-
2022/20.99-27.7-16.952.365.523.771.67-
2022/11.37-2.7631.211.3731.214.381.44-
2021/121.41-11.799.316.1255.734.651.02因應5G及物聯網應用,記憶體需求增加、價格漲價,客戶拉貨動能較去年同期的因疫情的低基期比較而增加。
2021/111.6-2.7163.2414.7162.344.771.0因應5G及物聯網應用,記憶體需求增加、價格漲價,客戶拉貨動能較去年同期的因疫情的低基期比較而增加。
2021/101.647.83143.0113.1162.234.641.02因應5G及物聯網應用,記憶體需求增加、價格漲價,客戶拉貨動能較去年同期的因疫情的低基期比較而增加。
2021/91.523.3852.9911.4754.864.320.9因應5G及物聯網應用,記憶體需求增加、價格漲價,客戶拉貨動能較去年同期的因疫情的低基期比較而增加。
2021/81.4711.7194.179.9455.143.881.0因應5G及物聯網應用,記憶體需求增加,客戶拉貨動能較去年同期的因疫情的低基期比較而增加。
2021/71.3221.39162.648.4749.94.190.93因應5G及物聯網應用,記憶體需求增加,客戶拉貨動能較去年同期的因疫情的低基期比較而增加.
2021/61.09-38.938.457.1538.93.920.47-
2021/51.7868.13168.556.0638.983.830.48因應5G及物聯網應用,記憶體需求增加,客戶拉貨動能較去年同期的因疫情的低基期比較而增加.
2021/41.067.089.964.2915.793.240.56-
2021/30.99-17.2119.793.2317.833.230.41-
2021/21.1914.2336.912.2416.993.530.38-
2021/11.04-19.00.321.040.323.310.4-
2020/121.2931.72154.0210.3518.932.950.63主要係因中美貿易戰及疫情,原有客戶運營產線調整並陸續回流及新客戶拉貨動能,致營收較去年同期增加
2020/110.9844.8173.939.0610.552.650.7主要係因中美貿易戰及疫情,原有客戶運營產線調整並陸續回流及新客戶拉貨動能,致營收較去年同期增加
2020/100.68-32.11-9.238.085.882.430.76-
2020/91.031.217.087.417.522.261.0-
2020/80.7651.1-24.246.417.582.051.1-
2020/70.5-36.0-44.535.6514.021.951.16-
2020/60.7918.514.455.1527.122.410.61-
2020/50.66-31.157.584.3629.72.450.6-
2020/40.9616.6561.413.734.652.660.56客戶運營產線調整並陸續回流,致營收較去年同期增加
2020/30.82-5.392.692.7427.242.740.46-
2020/20.87-16.2944.191.9141.862.420.52-
2020/11.04105.0939.981.0439.982.110.59-
2019/120.51-9.8-34.768.7-53.31.820.69中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/110.56-24.43-32.048.2-54.112.240.56因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/100.75-19.9-31.927.63-55.182.680.47因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/90.93-7.17-33.296.89-56.782.840.23因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/81.010.63-35.545.96-59.032.590.25因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/70.9132.04-57.444.96-61.842.210.3因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/60.6911.39-69.744.05-62.71.90.52因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退
2019/50.623.28-65.823.36-60.850.0N/A因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退。
2019/40.6-25.78-67.752.75-59.530.0N/A因中美貿易戰影響,目前客戶之運營產線正在調整中及尋找因應模式,致使營收較去年同期大幅衰退。
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)1180.0-0.580-0.8407.04-43.73-7.370-1.090-0.80-0.690
2022 (9)1180.00.07-89.06-0.34012.51-22.352.65-72.68-0.3200.17-78.750.09-88.16
2021 (8)1180.00.6400.58016.1155.659.70139.510.7200.800.760
2020 (7)1180.0-0.250-0.28010.3518.424.05-24.16-0.340-0.290-0.290
2019 (6)1180.00.2600.3008.74-53.115.34176.680.3200.2800.310
2018 (5)1180.0-1.320-1.47018.64-56.01.93-48.4-1.720-1.540-1.560
2017 (4)1180.0-0.3200.01-94.1242.36-48.323.7457.14-0.060-0.450-0.380
2016 (3)1180.00.07-85.420.17081.96-5.72.38-7.750.18350.00.07-90.140.09-83.93
2015 (2)1180.00.48-20.0-0.09086.91-31.182.583.20.04-93.550.71-17.440.56-20.0
2014 (1)1180.00.6022.450.39-9.3126.290.882.5000.62-7.460.8616.220.720.69

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