- 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
| 加權平均股數 QoQ YoY | EPS 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) | 178 | 0.0 | 0.0 | -0.74 | -428.57 | -208.33 | -0.30 | 11.76 | -76.47 | -0.64 | -681.82 | -1014.29 | 5.64 | 2.55 | 11.24 | -1.64 | -126.45 | -129.29 | -0.68 | -74.36 | -106.06 | -1.32 | -407.69 | -206.98 | -25.91 | -3179.75 | -185.67 | -23.49 | -400.85 | -177.0 | 2.10 | -334.28 | -227.46 |
| 23Q3 (19) | 178 | 0.0 | 0.0 | -0.14 | -240.0 | -177.78 | -0.34 | -466.67 | -1033.33 | 0.11 | -56.0 | -64.52 | 5.5 | 1.66 | 0.73 | 6.20 | -23.08 | -18.21 | -0.39 | -62.5 | -56.0 | -0.26 | -236.84 | -181.25 | -0.79 | -176.7 | -134.35 | -4.69 | -236.34 | -180.58 | -9.96 | -136.66 | -233.34 |
| 23Q2 (18) | 178 | 0.0 | 0.0 | 0.10 | -33.33 | 225.0 | -0.06 | 0 | -700.0 | 0.25 | 66.67 | 78.57 | 5.41 | -21.59 | 9.74 | 8.06 | -16.82 | -48.83 | -0.24 | -1300.0 | -300.0 | 0.19 | -26.92 | 235.71 | 1.03 | -74.44 | 294.34 | 3.44 | -9.47 | 222.86 | 7.25 | 64.59 | 50.00 |
| 23Q1 (17) | 178 | 0.0 | 0.0 | 0.15 | 162.5 | -28.57 | 0.00 | 100.0 | -100.0 | 0.15 | 114.29 | -28.57 | 6.9 | 36.09 | -0.14 | 9.69 | 73.04 | -44.82 | 0.02 | 106.06 | -95.83 | 0.26 | 160.47 | -31.58 | 4.03 | 144.43 | -46.76 | 3.80 | 144.81 | -30.78 | 14.48 | -35.42 | -183.34 |
| 22Q4 (16) | 178 | 0.0 | 0.0 | -0.24 | -233.33 | -148.98 | -0.17 | -466.67 | -139.53 | 0.07 | -77.42 | -96.55 | 5.07 | -7.14 | -41.25 | 5.60 | -26.12 | -67.17 | -0.33 | -32.0 | -139.29 | -0.43 | -234.38 | -149.43 | -9.07 | -494.35 | -183.06 | -8.48 | -245.7 | -184.29 | 1.81 | 45.83 | -433.34 |
| 22Q3 (15) | 178 | 0.0 | 0.0 | 0.18 | 325.0 | -45.45 | -0.03 | -400.0 | -112.0 | 0.31 | 121.43 | -79.87 | 5.46 | 10.75 | -19.71 | 7.58 | -51.87 | -61.35 | -0.25 | -308.33 | -145.45 | 0.32 | 328.57 | -44.83 | 2.30 | 533.96 | -77.18 | 5.82 | 307.86 | -32.33 | -8.95 | 93.45 | -247.37 |
| 22Q2 (14) | 178 | 0.0 | 0.0 | -0.08 | -138.1 | -109.64 | 0.01 | -94.74 | -94.74 | 0.14 | -33.33 | -88.52 | 4.93 | -28.65 | -22.61 | 15.75 | -10.31 | -30.98 | 0.12 | -75.0 | -78.95 | -0.14 | -136.84 | -109.46 | -0.53 | -107.0 | -101.98 | -2.80 | -151.0 | -112.07 | -24.29 | -97.62 | -75.28 |
| 22Q1 (13) | 178 | 0.0 | 0.0 | 0.21 | -57.14 | -46.15 | 0.19 | -55.81 | 90.0 | 0.21 | -89.66 | -46.15 | 6.91 | -19.93 | 15.94 | 17.56 | 2.93 | 10.86 | 0.48 | -42.86 | 128.57 | 0.38 | -56.32 | -44.93 | 7.57 | -30.68 | -38.7 | 5.49 | -45.43 | -52.47 | 3.49 | -4.33 | 8.09 |
| 21Q4 (12) | 178 | 0.0 | 0.0 | 0.49 | 48.48 | 145.0 | 0.43 | 72.0 | 816.67 | 2.03 | 31.82 | 153.75 | 8.63 | 26.91 | 44.56 | 17.06 | -13.0 | 17.25 | 0.84 | 52.73 | 950.0 | 0.87 | 50.0 | 141.67 | 10.92 | 8.33 | 19.47 | 10.06 | 16.98 | 67.39 | 16.83 | -5.88 | 51.79 |
| 21Q3 (11) | 178 | 0.0 | 0.0 | 0.33 | -60.24 | -32.65 | 0.25 | 31.58 | 457.14 | 1.54 | 26.23 | 156.67 | 6.8 | 6.75 | -1.02 | 19.61 | -14.07 | 84.13 | 0.55 | -3.51 | 1933.33 | 0.58 | -60.81 | -32.56 | 10.08 | -62.37 | -27.43 | 8.60 | -62.92 | -31.64 | 6.81 | 26.29 | 60.79 |
| 21Q2 (10) | 178 | 0.0 | 1.14 | 0.83 | 112.82 | 207.41 | 0.19 | 90.0 | 235.71 | 1.22 | 212.82 | 1009.09 | 6.37 | 6.88 | 57.67 | 22.82 | 44.07 | 100.0 | 0.57 | 171.43 | 416.67 | 1.48 | 114.49 | 208.33 | 26.79 | 116.92 | 95.12 | 23.19 | 100.78 | 97.19 | 3.35 | 103.91 | 178.34 |
| 21Q1 (9) | 178 | 0.0 | 0.0 | 0.39 | 95.0 | 360.0 | 0.10 | 266.67 | 200.0 | 0.39 | -51.25 | 360.0 | 5.96 | -0.17 | 43.27 | 15.84 | 8.87 | 39.56 | 0.21 | 162.5 | 250.0 | 0.69 | 91.67 | 355.56 | 12.35 | 35.12 | 314.41 | 11.55 | 92.18 | 297.77 | -6.63 | 17.91 | 140.48 |
| 20Q4 (8) | 178 | 0.0 | 0.0 | 0.20 | -59.18 | -9.09 | -0.06 | 14.29 | 62.5 | 0.80 | 33.33 | 1900.0 | 5.97 | -13.1 | -4.02 | 14.55 | 36.62 | 32.03 | 0.08 | 366.67 | 130.77 | 0.36 | -58.14 | -10.0 | 9.14 | -34.2 | 32.66 | 6.01 | -52.23 | -19.65 | 28.47 | 11.15 | 32.14 |
| 20Q3 (7) | 178 | 1.14 | 0.0 | 0.49 | 81.48 | 716.67 | -0.07 | 50.0 | 46.15 | 0.60 | 445.45 | 433.33 | 6.87 | 70.05 | 18.86 | 10.65 | -6.66 | -26.65 | -0.03 | 83.33 | -250.0 | 0.86 | 79.17 | 681.82 | 13.89 | 1.17 | 116.36 | 12.58 | 6.97 | 193.24 | 33.59 | 180.74 | 5.00 |
| 20Q2 (6) | 176 | -1.12 | -1.12 | 0.27 | 280.0 | 203.85 | -0.14 | -40.0 | 58.82 | 0.11 | 173.33 | 145.83 | 4.04 | -2.88 | -18.05 | 11.41 | 0.53 | 41.74 | -0.18 | -28.57 | 59.09 | 0.48 | 277.78 | 202.13 | 13.73 | 338.37 | 322.17 | 11.76 | 301.37 | 259.57 | -18.00 | 55.91 | -1.25 |
| 20Q1 (5) | 178 | 0.0 | 0.0 | -0.15 | -168.18 | -850.0 | -0.10 | 37.5 | 23.08 | -0.15 | -475.0 | -850.0 | 4.16 | -33.12 | -29.13 | 11.35 | 2.99 | 4.9 | -0.14 | 46.15 | -40.0 | -0.27 | -167.5 | -775.0 | -5.76 | -183.6 | -301.4 | -5.84 | -178.07 | -413.98 | - | - | 0.00 |
| 19Q4 (4) | 178 | 0.0 | 0.0 | 0.22 | 266.67 | 0.0 | -0.16 | -23.08 | 0.0 | 0.04 | 122.22 | 0.0 | 6.22 | 7.61 | 0.0 | 11.02 | -24.1 | 0.0 | -0.26 | -1400.0 | 0.0 | 0.4 | 263.64 | 0.0 | 6.89 | 7.32 | 0.0 | 7.48 | 74.36 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 178 | 0.0 | 0.0 | 0.06 | 123.08 | 0.0 | -0.13 | 61.76 | 0.0 | -0.18 | 25.0 | 0.0 | 5.78 | 17.24 | 0.0 | 14.52 | 80.37 | 0.0 | 0.02 | 104.55 | 0.0 | 0.11 | 123.4 | 0.0 | 6.42 | 203.88 | 0.0 | 4.29 | 158.21 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 178 | 0.0 | 0.0 | -0.26 | -1400.0 | 0.0 | -0.34 | -161.54 | 0.0 | -0.24 | -1300.0 | 0.0 | 4.93 | -16.01 | 0.0 | 8.05 | -25.6 | 0.0 | -0.44 | -340.0 | 0.0 | -0.47 | -1275.0 | 0.0 | -6.18 | -316.08 | 0.0 | -7.37 | -496.24 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 178 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | -0.13 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 5.87 | 0.0 | 0.0 | 10.82 | 0.0 | 0.0 | -0.1 | 0.0 | 0.0 | 0.04 | 0.0 | 0.0 | 2.86 | 0.0 | 0.0 | 1.86 | 0.0 | 0.0 | - | - | 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/3 | 1.83 | 1.22 | -17.99 | 6.28 | -9.0 | 6.28 | N/A | - | ||
| 2024/2 | 1.81 | -31.43 | -23.54 | 4.45 | -4.69 | 5.9 | N/A | - | ||
| 2024/1 | 2.64 | 81.64 | 14.68 | 2.64 | 14.68 | 5.92 | N/A | - | ||
| 2023/12 | 1.45 | -20.67 | -6.92 | 23.44 | 4.83 | 5.64 | 1.44 | - | ||
| 2023/11 | 1.83 | -22.1 | 11.55 | 21.99 | 5.71 | 6.17 | 1.31 | - | ||
| 2023/10 | 2.35 | 18.16 | 25.65 | 20.16 | 5.21 | 6.25 | 1.29 | - | ||
| 2023/9 | 1.99 | 4.04 | 0.09 | 17.81 | 3.0 | 5.5 | 1.54 | - | ||
| 2023/8 | 1.91 | 19.87 | 10.0 | 15.82 | 3.37 | 5.01 | 1.69 | - | ||
| 2023/7 | 1.6 | 6.13 | -7.71 | 13.91 | 2.52 | 5.12 | 1.65 | - | ||
| 2023/6 | 1.5 | -25.78 | 0.54 | 12.31 | 4.02 | 5.41 | 1.54 | - | ||
| 2023/5 | 2.03 | 7.79 | 21.4 | 10.81 | 4.52 | 6.14 | 1.36 | - | ||
| 2023/4 | 1.88 | -15.87 | 6.62 | 8.78 | 1.28 | 6.48 | 1.29 | - | ||
| 2023/3 | 2.23 | -5.62 | 12.48 | 6.9 | -0.08 | 6.9 | 1.25 | - | ||
| 2023/2 | 2.37 | 2.84 | 18.46 | 4.67 | -5.15 | 6.23 | 1.39 | - | ||
| 2023/1 | 2.3 | 47.41 | -21.28 | 2.3 | -21.28 | 5.5 | 1.57 | - | ||
| 2022/12 | 1.56 | -4.92 | -41.44 | 22.36 | -19.4 | 5.07 | 1.78 | - | ||
| 2022/11 | 1.64 | -12.25 | -54.12 | 20.8 | -17.05 | 5.5 | 1.64 | 主要是主機板及顯示卡等產品之銷售衰退,使本月營收較去年同期減少 | ||
| 2022/10 | 1.87 | -5.87 | -21.37 | 19.16 | -10.89 | 5.6 | 1.61 | - | ||
| 2022/9 | 1.99 | 14.34 | -9.68 | 17.29 | -9.58 | 5.46 | 1.58 | - | ||
| 2022/8 | 1.74 | 0.56 | -37.37 | 15.3 | -9.57 | 4.96 | 1.74 | - | ||
| 2022/7 | 1.73 | 15.63 | -5.1 | 13.56 | -4.11 | 4.89 | 1.77 | - | ||
| 2022/6 | 1.5 | -10.38 | -17.11 | 11.83 | -3.97 | 4.93 | 2.03 | - | ||
| 2022/5 | 1.67 | -5.33 | -31.73 | 10.34 | -1.72 | 5.42 | 1.84 | - | ||
| 2022/4 | 1.76 | -11.25 | -16.87 | 8.67 | 7.36 | 5.75 | 1.74 | - | ||
| 2022/3 | 1.99 | -0.6 | -14.68 | 6.91 | 15.99 | 6.91 | 1.48 | - | ||
| 2022/2 | 2.0 | -31.66 | 32.38 | 4.92 | 35.68 | 7.59 | 1.35 | - | ||
| 2022/1 | 2.92 | 9.65 | 38.02 | 2.92 | 38.02 | 9.17 | 1.11 | - | ||
| 2021/12 | 2.67 | -25.49 | 65.15 | 27.75 | 24.63 | 8.63 | 1.18 | 主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加 | ||
| 2021/11 | 3.58 | 50.38 | 77.35 | 25.08 | 21.47 | 8.16 | 1.25 | 主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加 | ||
| 2021/10 | 2.38 | 8.11 | 1.6 | 21.5 | 15.41 | 7.36 | 1.39 | - | ||
| 2021/9 | 2.2 | -20.7 | -21.66 | 19.12 | 17.4 | 6.8 | 1.15 | - | ||
| 2021/8 | 2.78 | 52.38 | 27.37 | 16.92 | 25.55 | 6.4 | 1.22 | - | ||
| 2021/7 | 1.82 | 0.99 | -3.08 | 14.15 | 25.19 | 6.07 | 1.29 | - | ||
| 2021/6 | 1.8 | -26.19 | 51.07 | 12.32 | 30.84 | 6.37 | 1.31 | 主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加 | ||
| 2021/5 | 2.44 | 15.28 | 60.46 | 10.52 | 27.9 | 6.89 | 1.21 | 主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加 | ||
| 2021/4 | 2.12 | -8.92 | 59.92 | 8.08 | 20.5 | 5.96 | 1.4 | 主要係主機板及顯示卡等產品之銷售成長,使本月營收較去年同期增加 | ||
| 2021/3 | 2.33 | 54.24 | 1.43 | 5.96 | 10.78 | 5.96 | 1.18 | - | ||
| 2021/2 | 1.51 | -28.75 | 1.99 | 3.63 | 17.74 | 5.24 | 1.34 | - | ||
| 2021/1 | 2.12 | 31.2 | 32.3 | 2.12 | 32.3 | 5.75 | 1.22 | - | ||
| 2020/12 | 1.61 | -19.99 | -20.66 | 22.26 | -2.34 | 5.97 | 1.04 | - | ||
| 2020/11 | 2.02 | -13.84 | -8.64 | 20.65 | -0.54 | 7.17 | 0.87 | - | ||
| 2020/10 | 2.34 | -16.64 | 18.73 | 18.63 | 0.41 | 7.33 | 0.85 | - | ||
| 2020/9 | 2.81 | 28.93 | 73.5 | 16.29 | -1.76 | 6.87 | 0.7 | 因為客戶需求,主機板銷售增加 | ||
| 2020/8 | 2.18 | 15.94 | 2.48 | 13.48 | -9.91 | 5.25 | 0.91 | - | ||
| 2020/7 | 1.88 | 57.43 | -7.57 | 11.3 | -11.96 | 4.6 | 1.04 | - | ||
| 2020/6 | 1.19 | -21.61 | -28.08 | 9.42 | -12.79 | 4.04 | 1.24 | - | ||
| 2020/5 | 1.52 | 14.89 | -4.94 | 8.22 | -10.01 | 5.14 | 0.98 | - | ||
| 2020/4 | 1.33 | -42.23 | -20.67 | 6.7 | -11.09 | 5.1 | 0.98 | - | ||
| 2020/3 | 2.29 | 55.09 | -4.03 | 5.38 | -8.37 | 5.38 | 0.82 | - | ||
| 2020/2 | 1.48 | -7.57 | -1.87 | 3.08 | -11.35 | 5.12 | 0.86 | - | ||
| 2020/1 | 1.6 | -21.32 | -18.62 | 1.6 | -18.62 | 5.85 | 0.75 | - | ||
| 2019/12 | 2.04 | -7.87 | 43.31 | 22.8 | -25.01 | 6.22 | 0.8 | - | ||
| 2019/11 | 2.21 | 11.97 | 14.19 | 20.76 | -28.35 | 5.8 | 0.86 | - | ||
| 2019/10 | 1.97 | 21.8 | -7.85 | 18.55 | -31.4 | 5.72 | 0.87 | - | ||
| 2019/9 | 1.62 | -23.84 | -32.32 | 16.58 | -33.42 | 5.78 | 0.9 | - | ||
| 2019/8 | 2.13 | 4.56 | -7.96 | 14.96 | -33.54 | 5.82 | 0.9 | - | ||
| 2019/7 | 2.03 | 22.5 | -9.67 | 12.83 | -36.46 | 5.3 | 0.99 | - | ||
| 2019/6 | 1.66 | 3.6 | -34.36 | 10.8 | -39.82 | 4.93 | 1.1 | - | ||
| 2019/5 | 1.6 | -4.11 | -40.57 | 9.14 | -40.72 | 0.0 | N/A | - | ||
| 2019/4 | 1.67 | -30.12 | -29.36 | 7.54 | -40.75 | 0.0 | N/A | - |
| 加權平均股數 YoY | EPS 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) | 178 | 0.0 | -0.64 | 0 | -0.71 | 0 | 23.44 | 4.83 | 5.77 | -51.96 | -1.3 | 0 | -1.17 | 0 | -1.13 | 0 |
| 2022 (9) | 178 | 0.0 | 0.07 | -96.52 | -0.01 | 0 | 22.36 | -19.42 | 12.01 | -35.91 | 0.02 | -99.08 | 0.16 | -96.07 | 0.13 | -96.41 |
| 2021 (8) | 178 | 0.0 | 2.01 | 151.25 | 0.97 | 0 | 27.75 | 31.83 | 18.74 | 55.65 | 2.17 | 0 | 4.07 | 123.63 | 3.62 | 153.15 |
| 2020 (7) | 178 | 0.0 | 0.80 | 1900.0 | -0.37 | 0 | 21.05 | -7.68 | 12.04 | 7.4 | -0.27 | 0 | 1.82 | 175.76 | 1.43 | 1942.86 |
| 2019 (6) | 178 | 0.0 | 0.04 | 0 | -0.78 | 0 | 22.8 | -25.0 | 11.21 | 17.75 | -0.79 | 0 | 0.66 | 0 | 0.07 | 0 |
| 2018 (5) | 178 | 0.0 | -1.37 | 0 | -0.61 | 0 | 30.4 | -11.7 | 9.52 | -27.99 | -0.64 | 0 | -1.99 | 0 | -2.43 | 0 |
| 2017 (4) | 178 | 0.0 | 0.56 | 0 | 0.57 | 0 | 34.43 | 14.84 | 13.22 | 14.16 | 0.92 | 0 | 0.91 | 0 | 1.0 | 0 |
| 2016 (3) | 178 | 0.0 | -0.18 | 0 | -0.37 | 0 | 29.98 | 5.9 | 11.58 | 78.15 | -0.57 | 0 | -0.24 | 0 | -0.33 | 0 |
| 2015 (2) | 178 | 0.0 | -0.59 | 0 | -0.89 | 0 | 28.31 | -31.8 | 6.50 | -25.12 | -1.71 | 0 | -1.16 | 0 | -1.04 | 0 |
| 2014 (1) | 178 | 0.0 | -0.37 | 0 | -0.29 | 0 | 41.51 | -9.94 | 8.68 | 0 | -0.24 | 0 | -0.39 | 0 | -0.66 | 0 |
