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(%)
25Q1 (20)15910.060.1318.4323.2-7.1515.6030.65-11.5118.43-72.46-7.151533.1211.0614.8848.14-0.82-8.0919.6026.37-18.7119.2611.07-18.8300.5340.36-6.61293.2523.27-7.0122.5418.69-15.6819.2611.07-18.87.908.5211.07
24Q4 (19)15900.00.1914.96-6.15-7.4811.94-8.51-13.9866.9228.7437.951380.434.736.5548.54-0.570.4315.51-14.31-18.7517.34-10.66-12.64214.12-10.27-13.44237.89-6.14-7.318.99-12.0-13.0917.34-10.66-12.644.15-3.85-5.92
24Q3 (18)15900.060.1915.94-1.5436.9413.05-3.3334.5451.9844.2360.681318.133.5719.7248.820.02.9718.10-7.711.0419.41-4.8115.06238.64-4.3832.99253.46-1.4437.1721.58-5.9313.1619.41-4.8115.06-0.53-9.99-13.38
24Q2 (17)15890.00.1916.19-18.4460.7713.50-23.4373.9736.0481.5674.021272.71-4.6429.6948.82-6.82.7119.61-18.6630.4720.39-14.0424.94249.56-22.4569.18257.16-18.4661.0822.94-14.1822.5420.39-14.0424.94-0.812.161.79
24Q1 (16)15890.130.1919.8522.7686.5617.6327.02131.0619.85-59.0886.561334.583.0139.5252.388.389.1324.1126.360.5223.7219.534.31321.830.09123.95315.3622.8986.8926.7322.3333.8523.7219.534.3110.3430.8435.05
23Q4 (15)15870.00.1916.1738.9238.5613.8843.0942.3648.5149.95-34.961295.6217.6819.7548.331.940.0619.0917.1214.1719.8517.6616.01247.3637.8536.77256.6338.8838.8121.8514.5812.2819.8517.6616.0114.9327.2634.05
23Q3 (14)15870.060.1911.6415.59-40.439.7025.0-45.6932.3556.2-48.611100.9812.19-22.5547.41-0.25-3.8516.308.45-29.8916.873.37-22.86179.4421.65-45.71184.7815.74-40.3119.071.87-23.8416.873.37-22.867.395.1213.35
23Q2 (13)15860.00.1910.07-5.36-55.027.761.7-63.3420.7194.64-52.28981.352.6-36.9847.53-0.98-3.5715.030.07-40.2616.32-7.59-28.64147.512.66-62.35159.65-5.39-54.9518.72-6.26-28.7916.32-7.59-28.64-4.50-7.10-10.02
23Q1 (12)15860.130.1910.64-8.83-49.387.63-21.74-61.7710.64-85.74-49.38956.52-11.59-32.9848.00-0.62-4.5715.02-10.17-41.2117.663.21-24.56143.69-20.55-60.6168.74-8.73-49.2719.972.62-24.9517.663.21-24.56-17.74-24.55-33.57
22Q4 (11)15840.00.3211.67-40.28-38.689.75-45.41-39.8174.5918.495.711081.94-23.89-15.948.30-2.05-2.6416.72-28.09-27.6217.11-21.76-26.97180.86-45.28-39.15184.88-40.27-38.4819.46-22.28-26.3717.11-21.76-26.97-16.30-26.51-30.52
22Q3 (10)15840.060.3219.54-12.739.0417.86-15.6411.9762.9545.0522.071421.61-8.718.4649.310.045.5923.25-7.594.0721.87-4.371.06330.54-15.6412.86309.55-12.659.4325.04-4.751.9521.87-4.371.060.20-3.11-4.79
22Q2 (9)15830.00.3822.396.5228.3821.176.0636.0543.40106.4728.971557.39.1223.9449.29-2.016.7125.16-1.539.6322.87-2.314.19391.817.4435.88354.376.5428.8126.29-1.24.5722.87-2.314.1910.028.4914.63
22Q1 (8)15830.250.3821.0210.4629.6719.9623.2190.2821.02-70.2129.671427.1110.9332.150.301.3912.025.5510.6136.6323.41-0.09-1.89364.6722.780.55332.6110.6830.0726.610.68-1.1123.41-0.09-1.894.548.3312.39
21Q4 (7)15790.00.3819.036.19103.0916.201.5794.9570.5636.82171.281286.54-1.8533.4549.616.2311.5823.103.444.8323.438.2751.06297.211.4893.33300.516.24103.7926.437.6150.8623.438.2751.061.234.472.04
21Q3 (6)15790.130.3817.922.75112.8315.952.51103.9651.5753.25209.731310.744.3134.7546.701.15.5822.34-2.6648.5421.64-1.4157.5292.871.57100.21282.872.82113.4724.56-2.3154.8521.64-1.4157.510.315.1725.42
21Q2 (5)15770.00.2517.447.59280.7915.5648.33306.2733.65107.59309.371256.5316.3185.8746.192.856.1822.9522.73109.2121.95-8.01103.05288.3442.76288.81275.117.58281.8925.14-6.5899.2121.95-8.01103.05--0.00
21Q1 (4)15770.250.016.2173.00.010.4926.230.016.21-37.680.01080.3312.060.044.911.010.018.7017.240.023.8653.840.0201.9831.390.0255.7273.420.026.9153.60.023.8653.840.0--0.00
20Q4 (3)15730.00.09.3711.280.08.316.270.026.0156.220.0964.05-0.890.044.460.520.015.956.050.015.5112.880.0153.735.090.0147.4611.280.017.5210.470.015.5112.880.0--0.00
20Q3 (2)15730.00.08.4283.840.07.82104.180.016.65102.550.0972.7543.890.044.231.680.015.0437.10.013.7427.10.0146.2897.250.0132.5183.940.015.8625.670.013.7427.10.0--0.00
20Q2 (1)15730.00.04.580.00.03.830.00.08.220.00.0676.030.00.043.500.00.010.970.00.010.810.00.074.160.00.072.040.00.012.620.00.010.810.00.0--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)
2025/5451.81-7.337.182472.4713.61499.31N/A海外子公司之營收係以當月平均匯率換算之
2025/4487.54-12.9316.02020.6715.141509.22N/A海外子公司之營收係以當月平均匯率換算之
2025/3559.9621.2710.921533.1214.871533.120.36海外子公司之營收係以當月平均匯率換算之
2025/2461.72-9.7219.98973.1617.271389.990.39海外子公司之營收係以當月平均匯率換算之
2025/1511.4422.6914.94511.4414.941380.70.39海外子公司之營收係以當月平均匯率換算之
2024/12416.83-7.86-4.575305.8622.411380.430.42海外子公司之營收係以當月平均匯率換算之
2024/11452.42-11.495.044889.0225.431410.360.41海外子公司之營收係以當月平均匯率換算之
2024/10511.1714.4119.44436.627.961373.210.43海外子公司之營收係以當月平均匯率換算之
2024/9446.767.5823.833925.4329.171318.130.42海外子公司之營收係以當月平均匯率換算之
2024/8415.28-8.94-1.723478.6729.891302.30.43海外子公司之營收係以當月平均匯率換算之
2024/7456.15.8443.593063.3935.811308.530.43海外子公司之營收係以當月平均匯率換算之
2024/6430.922.2312.752607.2934.541272.710.42海外子公司之營收係以當月平均匯率換算之
2024/5421.510.2933.532176.3739.891346.590.4海外子公司之營收係以當月平均匯率換算之
2024/4420.28-16.7448.241754.8641.511309.90.41海外子公司之營收係以當月平均匯率換算之
2024/3504.831.1717.51334.5839.521334.580.37海外子公司之營收係以當月平均匯率換算之
2024/2384.82-13.5126.96829.7857.471266.580.39主要為本期手機營收因客戶需求較去年同期大幅成長。
2024/1444.961.8698.79444.9698.791312.470.37主要因去年同期適逢春節假期,工作天數較少,加上本期手機營收因市場需求回溫較去年同期大幅成長。
2023/12436.81.4112.914334.46-21.011295.620.33海外子公司之營收係以當月平均匯率換算之。
2023/11430.710.619.223897.66-23.591219.60.35海外子公司之營收係以當月平均匯率換算之。
2023/10428.1118.6628.233466.95-26.851211.450.36海外子公司之營收係以當月平均匯率換算之。
2023/9360.78-14.62-36.223038.84-31.021100.980.48海外子公司之營收係以當月平均匯率換算之。
2023/8422.5633.03-5.462678.06-30.261122.380.48海外子公司之營收係以當月平均匯率換算之。
2023/7317.63-16.89-22.322255.5-33.531015.490.53海外子公司之營收係以當月平均匯率換算之。
2023/6382.1921.07-25.11937.87-35.06981.350.62海外子公司之營收係以當月平均匯率換算之。
2023/5315.6711.34-39.381555.68-37.121028.750.59海外子公司之營收係以當月平均匯率換算之。
2023/4283.5-34.0-46.121240.01-36.511016.180.6海外子公司之營收係以當月平均匯率換算之。
2023/3429.5841.73-27.4956.52-32.97956.520.72海外子公司之營收係以當月平均匯率換算之。
2023/2303.135.41-24.28526.93-36.91913.780.76海外子公司之營收係以當月平均匯率換算之。
2023/1223.83-42.13-48.54223.83-48.54971.930.71海外子公司之營收係以當月平均匯率換算之。
2022/12386.857.08-16.275487.9611.221081.940.65海外子公司之營收係以當月平均匯率換算之。
2022/11361.258.2-19.795101.1114.061260.80.56海外子公司之營收係以當月平均匯率換算之。
2022/10333.84-40.98-10.764739.8617.851346.550.53海外子公司之營收係以當月平均匯率換算之。
2022/9565.7126.5518.084406.0220.791421.610.59海外子公司之營收係以當月平均匯率換算之。
2022/8447.09.314.413840.3121.21366.190.61海外子公司之營收係以當月平均匯率換算之。
2022/7408.9-19.861.313393.3123.821439.960.58海外子公司之營收係以當月平均匯率換算之。
2022/6510.29-2.016.852984.4127.71557.30.59海外子公司之營收係以當月平均匯率換算之。
2022/5520.76-1.0426.012474.1233.061638.80.56海外子公司之營收係以當月平均匯率換算之。
2022/4526.25-11.0743.891953.3535.081518.330.6海外子公司之營收係以當月平均匯率換算之。
2022/3591.847.8447.41427.1132.091427.110.63海外子公司之營收係以當月平均匯率換算之。
2022/2400.29-7.9822.96835.3123.041297.340.69海外子公司之營收係以當月平均匯率換算之。
2022/1435.02-5.8423.11435.0223.111347.440.66海外子公司之營收係以當月平均匯率換算之。
2021/12462.022.5842.474934.1553.161286.540.57(1)差異原因說明:本年度主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/11450.3920.3834.294472.1254.361303.580.56(1)差異原因說明:本年度主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/10374.12-21.922.94021.7356.981281.270.57(1)差異原因說明:本年度主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/9479.0611.926.513647.6161.581310.740.52(1)差異原因說明:本年度主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/8428.086.0630.843168.5468.651309.240.53(1)差異原因說明:主要因智慧型手機營收大幅成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/7403.6-15.4851.22740.4676.621294.420.53(1)差異原因說明:主要因智慧型手機營收大幅成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/6477.5615.5588.912336.8681.91256.530.5(1)差異原因說明:主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/5413.2613.089.761859.380.181180.440.53(1)差異原因說明:主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/4365.72-8.977.991446.0577.621092.710.58(1)差異原因說明:主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/3401.4723.3275.891080.3377.51080.330.52(1)差異原因說明:主要產品線如智慧型手機、物聯網與電視晶片皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/2325.53-7.8678.65678.8678.461003.150.56(1)差異原因說明:物聯網與行動運算平台皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2021/1353.338.9578.29353.3378.291013.00.56(1)差異原因說明:物聯網、行動運算及智慧家庭平台皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2020/12324.29-3.346.83221.4630.83964.050.39(1)差異原因說明:物聯網、行動運算及智慧家庭平台皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2020/11335.3810.1862.672897.1729.261018.430.37(1)差異原因說明:物聯網、行動運算及智慧家庭平台皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2020/10304.39-19.6138.342561.825.871010.210.37海外子公司之營收係以當月平均匯率換算之
2020/9378.6615.7461.172257.4124.36972.750.32(1)差異原因說明:物聯網、行動運算及智慧家庭平台皆成長。(2)海外子公司之營收係以當月平均匯率換算之。
2020/8327.1622.5641.971878.7518.89846.880.37海外子公司之營收係以當月平均匯率換算之
2020/7266.925.5829.021551.5814.950.0N/A海外子公司之營收係以當月平均匯率換算之
2020/6252.7916.0720.991284.6612.40.0N/A海外子公司之營收係以當月平均匯率換算之
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)15900.1966.7838.1556.1244.015305.8622.4149.643.7619.3016.5520.1913.361024.1242.641195.1937.721063.8738.2
2023 (9)15870.1948.34-34.8838.97-43.314334.46-21.0247.84-3.0816.56-28.3117.81-17.62718.0-43.37867.82-35.98769.79-34.84
2022 (8)15840.3274.235.7168.7418.095487.9611.2249.365.1623.105.4821.62-4.631267.8817.351355.616.871181.416.03
2021 (7)15790.3870.22171.7558.21153.314934.1553.1746.946.8321.9063.1922.6776.281080.4149.981268.52166.591114.21172.31
2020 (6)15730.3225.8477.3522.9896.923221.4630.8443.944.9913.4246.3512.8636.52432.1991.51475.8376.06409.1777.65
2019 (5)15680.1914.5710.5511.6740.12462.223.4341.858.629.1734.859.427.9225.6739.46270.2714.08230.3310.95
2018 (4)15650.0613.18-14.88.3391.492380.57-0.0738.538.146.8065.058.73-13.56161.8264.8236.91-13.02207.6-14.68
2017 (3)15640.015.472.254.35-64.632382.16-13.5435.63-0.034.12-50.8410.1015.8398.19-57.45272.370.09243.332.67
2016 (2)15640.015.13-8.6912.30-13.012755.1229.1935.64-17.568.38-31.038.72-27.81230.76-10.93272.13-7.34237.01-8.69
2015 (1)15641.2316.57-44.6914.14-45.512132.550.0943.23012.15012.080259.08-45.16293.68-43.9259.58-44.05

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