- 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) | 162 | 5.19 | -12.9 | 3.31 | -16.83 | 77.01 | 2.70 | -5.92 | 23.85 | 13.29 | 44.3 | -19.41 | 37.67 | -11.2 | -8.79 | 33.78 | 0.93 | 26.09 | 5.81 | -10.62 | 75.53 | 5.36 | -12.27 | 53.58 | 18.06 | -3.83 | 128.03 | 16.25 | 4.37 | 124.76 | -6.74 | 5.17 | 1.81 |
| 23Q3 (19) | 154 | -17.2 | -17.2 | 3.98 | 27.16 | 60.48 | 2.87 | 9.54 | 42.79 | 9.21 | 70.87 | -37.0 | 42.42 | -2.28 | 1.19 | 33.47 | 4.5 | 7.34 | 6.5 | 4.33 | 44.12 | 6.11 | 4.98 | 32.54 | 18.78 | 4.33 | 34.43 | 15.57 | 2.64 | 38.03 | 3.99 | 32.83 | 12.48 |
| 23Q2 (18) | 186 | 0.0 | 0.0 | 3.13 | 38.5 | -22.52 | 2.62 | 15.42 | -49.81 | 5.39 | 138.5 | -55.6 | 43.41 | 10.26 | -19.57 | 32.03 | 5.09 | -15.15 | 6.23 | 26.88 | -46.06 | 5.82 | 38.57 | -22.5 | 18.00 | 30.43 | -8.49 | 15.17 | 36.91 | -7.95 | 2.79 | 29.68 | 9.78 |
| 23Q1 (17) | 186 | 0.0 | 0.0 | 2.26 | 20.86 | -72.13 | 2.27 | 4.13 | -74.81 | 2.26 | -86.29 | -72.13 | 39.37 | -4.67 | -33.97 | 30.48 | 13.77 | -32.55 | 4.91 | 48.34 | -74.59 | 4.2 | 20.34 | -72.17 | 13.80 | 74.24 | -58.5 | 11.08 | 53.25 | -58.93 | -3.08 | -1.87 | 6.29 |
| 22Q4 (16) | 186 | 0.0 | 7.51 | 1.87 | -24.6 | -76.89 | 2.18 | 8.46 | -74.62 | 16.49 | 12.79 | -51.26 | 41.3 | -1.48 | -34.44 | 26.79 | -14.08 | -43.78 | 3.31 | -26.61 | -83.31 | 3.49 | -24.3 | -75.05 | 7.92 | -43.31 | -74.93 | 7.23 | -35.9 | -69.65 | -11.90 | -31.61 | -26.52 |
| 22Q3 (15) | 186 | 0.0 | 6.29 | 2.48 | -38.61 | -77.25 | 2.01 | -61.49 | -82.7 | 14.62 | 20.43 | -44.58 | 41.92 | -22.33 | -37.38 | 31.18 | -17.4 | -37.14 | 4.51 | -60.95 | -81.73 | 4.61 | -38.62 | -75.9 | 13.97 | -28.98 | -62.59 | 11.28 | -31.55 | -63.68 | -15.90 | -44.39 | -51.78 |
| 22Q2 (14) | 186 | 0.0 | 12.73 | 4.04 | -50.18 | -61.81 | 5.22 | -42.06 | -50.52 | 12.14 | 49.69 | -20.91 | 53.97 | -9.48 | -8.06 | 37.75 | -16.46 | -19.99 | 11.55 | -40.22 | -48.07 | 7.51 | -50.23 | -57.09 | 19.67 | -40.84 | -49.04 | 16.48 | -38.92 | -49.86 | -7.43 | -24.96 | -18.59 |
| 22Q1 (13) | 186 | 7.51 | 12.73 | 8.11 | 0.25 | 69.67 | 9.01 | 4.89 | 82.39 | 8.11 | -76.03 | 69.67 | 59.62 | -5.37 | 48.9 | 45.19 | -5.16 | 15.1 | 19.32 | -2.57 | 85.59 | 15.09 | 7.86 | 90.77 | 33.25 | 5.25 | 29.18 | 26.98 | 13.27 | 22.75 | -5.63 | -12.77 | -10.59 |
| 21Q4 (12) | 173 | -1.14 | 6.13 | 8.09 | -25.78 | 200.74 | 8.59 | -26.08 | 227.86 | 33.83 | 28.24 | 731.2 | 63.0 | -5.89 | 73.17 | 47.65 | -3.93 | 72.71 | 19.83 | -19.65 | 262.52 | 13.99 | -26.87 | 217.95 | 31.59 | -15.4 | 104.07 | 23.82 | -23.31 | 74.63 | 4.07 | -11.38 | -7.97 |
| 21Q3 (11) | 175 | 6.06 | 7.36 | 10.90 | 3.02 | 1393.15 | 11.62 | 10.14 | 1449.33 | 26.38 | 71.86 | 1811.59 | 66.94 | 14.04 | 127.92 | 49.60 | 5.13 | 157.93 | 24.68 | 10.97 | 1567.57 | 19.13 | 9.31 | 1507.56 | 37.34 | -3.26 | 655.87 | 31.06 | -5.51 | 648.43 | 30.32 | 62.18 | 61.85 |
| 21Q2 (10) | 165 | 0.0 | 0.0 | 10.58 | 121.34 | 4308.33 | 10.55 | 113.56 | 10450.0 | 15.35 | 221.13 | 2225.76 | 58.7 | 46.6 | 165.85 | 47.18 | 20.17 | 167.76 | 22.24 | 113.64 | 6441.18 | 17.5 | 121.24 | 4275.0 | 38.60 | 49.96 | 1396.12 | 32.87 | 49.55 | 1465.24 | 28.33 | 99.52 | 101.06 |
| 21Q1 (9) | 165 | 1.23 | 0.61 | 4.78 | 77.7 | 1065.85 | 4.94 | 88.55 | 1235.14 | 4.78 | 17.44 | 1065.85 | 40.04 | 10.06 | 90.85 | 39.26 | 42.3 | 94.26 | 10.41 | 90.31 | 1552.38 | 7.91 | 79.77 | 1063.24 | 25.74 | 66.28 | 657.06 | 21.98 | 61.14 | 584.74 | 16.96 | 173.09 | 168.94 |
| 20Q4 (8) | 163 | 0.0 | 1.24 | 2.69 | 268.49 | 827.59 | 2.62 | 249.33 | 589.47 | 4.07 | 194.93 | 111.98 | 36.38 | 23.87 | 53.7 | 27.59 | 43.47 | 50.93 | 5.47 | 269.59 | 796.72 | 4.4 | 269.75 | 836.17 | 15.48 | 213.36 | 674.0 | 13.64 | 228.67 | 588.89 | 28.45 | 236.33 | 449.67 |
| 20Q3 (7) | 163 | -1.21 | 1.24 | 0.73 | 204.17 | 32.73 | 0.75 | 650.0 | 47.06 | 1.38 | 109.09 | -15.34 | 29.37 | 33.02 | 24.93 | 19.23 | 9.14 | -4.52 | 1.48 | 335.29 | 51.02 | 1.19 | 197.5 | 35.23 | 4.94 | 91.47 | 13.04 | 4.15 | 97.62 | 10.67 | 19.13 | 81.35 | 288.51 |
| 20Q2 (6) | 165 | 0.61 | 2.48 | 0.24 | -41.46 | -57.14 | 0.10 | -72.97 | -81.13 | 0.66 | 60.98 | -38.89 | 22.08 | 5.24 | -3.54 | 17.62 | -12.82 | -18.24 | 0.34 | -46.03 | -68.52 | 0.4 | -41.18 | -55.06 | 2.58 | -24.12 | -46.69 | 2.10 | -34.58 | -46.15 | -3.06 | -0.04 | -37.80 |
| 20Q1 (5) | 164 | 1.86 | 1.86 | 0.41 | 41.38 | -21.15 | 0.37 | -2.63 | -11.9 | 0.41 | -78.65 | -21.15 | 20.98 | -11.36 | -2.83 | 20.21 | 10.56 | 2.38 | 0.63 | 3.28 | -26.74 | 0.68 | 44.68 | -19.05 | 3.40 | 70.0 | -27.66 | 3.21 | 62.12 | -17.48 | - | - | 0.00 |
| 19Q4 (4) | 161 | 0.0 | 0.0 | 0.29 | -47.27 | 0.0 | 0.38 | -25.49 | 0.0 | 1.92 | 17.79 | 0.0 | 23.67 | 0.68 | 0.0 | 18.28 | -9.24 | 0.0 | 0.61 | -37.76 | 0.0 | 0.47 | -46.59 | 0.0 | 2.00 | -54.23 | 0.0 | 1.98 | -47.2 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 161 | 0.0 | 0.0 | 0.55 | -1.79 | 0.0 | 0.51 | -3.77 | 0.0 | 1.63 | 50.93 | 0.0 | 23.51 | 2.71 | 0.0 | 20.14 | -6.54 | 0.0 | 0.98 | -9.26 | 0.0 | 0.88 | -1.12 | 0.0 | 4.37 | -9.71 | 0.0 | 3.75 | -3.85 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 161 | 0.0 | 0.0 | 0.56 | 7.69 | 0.0 | 0.53 | 26.19 | 0.0 | 1.08 | 107.69 | 0.0 | 22.89 | 6.02 | 0.0 | 21.55 | 9.17 | 0.0 | 1.08 | 25.58 | 0.0 | 0.89 | 5.95 | 0.0 | 4.84 | 2.98 | 0.0 | 3.90 | 0.26 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 161 | 0.0 | 0.0 | 0.52 | 0.0 | 0.0 | 0.42 | 0.0 | 0.0 | 0.52 | 0.0 | 0.0 | 21.59 | 0.0 | 0.0 | 19.74 | 0.0 | 0.0 | 0.86 | 0.0 | 0.0 | 0.84 | 0.0 | 0.0 | 4.70 | 0.0 | 0.0 | 3.89 | 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 | 15.52 | 64.37 | 4.76 | 37.23 | -5.43 | 37.23 | N/A | - | ||
| 2024/2 | 9.44 | -23.02 | -27.89 | 21.71 | -11.58 | 33.8 | N/A | - | ||
| 2024/1 | 12.27 | 1.43 | 7.05 | 12.27 | 7.05 | 37.19 | N/A | - | ||
| 2023/12 | 12.09 | -5.71 | -14.84 | 162.76 | -17.29 | 37.57 | 0.52 | - | ||
| 2023/11 | 12.83 | 1.38 | -11.49 | 150.67 | -17.48 | 39.94 | 0.49 | - | ||
| 2023/10 | 12.65 | -12.53 | 0.36 | 137.84 | -18.0 | 41.65 | 0.47 | - | ||
| 2023/9 | 14.46 | -0.46 | 11.43 | 125.19 | -19.49 | 42.42 | 0.45 | - | ||
| 2023/8 | 14.53 | 8.3 | 1.3 | 110.73 | -22.3 | 41.49 | 0.46 | - | ||
| 2023/7 | 13.42 | -0.88 | -8.03 | 96.2 | -24.95 | 42.14 | 0.45 | - | ||
| 2023/6 | 13.54 | -10.83 | -10.9 | 82.78 | -27.12 | 43.41 | 0.51 | - | ||
| 2023/5 | 15.18 | 3.38 | -18.5 | 69.24 | -29.63 | 44.69 | 0.5 | - | ||
| 2023/4 | 14.69 | -0.86 | -27.09 | 54.05 | -32.23 | 42.6 | 0.52 | - | ||
| 2023/3 | 14.81 | 13.13 | -33.82 | 39.35 | -33.99 | 39.37 | 0.52 | - | ||
| 2023/2 | 13.1 | 14.29 | -22.25 | 24.55 | -34.04 | 38.75 | 0.53 | - | ||
| 2023/1 | 11.46 | -19.31 | -43.79 | 11.46 | -43.79 | 40.15 | 0.51 | - | ||
| 2022/12 | 14.2 | -2.01 | -24.83 | 196.8 | -13.93 | 41.3 | 0.61 | - | ||
| 2022/11 | 14.49 | 14.97 | -32.03 | 182.6 | -12.95 | 40.08 | 0.63 | - | ||
| 2022/10 | 12.61 | -2.89 | -44.67 | 168.11 | -10.8 | 39.93 | 0.63 | - | ||
| 2022/9 | 12.98 | -9.51 | -43.33 | 155.51 | -6.14 | 41.92 | 0.76 | - | ||
| 2022/8 | 14.35 | -1.68 | -36.14 | 142.52 | -0.17 | 44.13 | 0.72 | - | ||
| 2022/7 | 14.59 | -3.97 | -32.34 | 128.18 | 6.54 | 48.42 | 0.66 | - | ||
| 2022/6 | 15.2 | -18.44 | -26.47 | 113.59 | 15.03 | 53.97 | 0.66 | - | ||
| 2022/5 | 18.63 | -7.51 | -9.18 | 98.39 | 26.02 | 61.16 | 0.59 | - | ||
| 2022/4 | 20.15 | -10.01 | 15.01 | 79.76 | 38.57 | 59.38 | 0.6 | - | ||
| 2022/3 | 22.39 | 32.91 | 48.83 | 59.62 | 48.88 | 59.62 | 0.6 | - | ||
| 2022/2 | 16.84 | -17.37 | 52.07 | 37.23 | 48.91 | 56.12 | 0.64 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2022/1 | 20.39 | 7.9 | 46.4 | 20.39 | 46.4 | 60.6 | 0.59 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/12 | 18.89 | -11.4 | 43.62 | 228.68 | 110.09 | 63.0 | 0.53 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/11 | 21.32 | -6.41 | 68.79 | 209.79 | 119.22 | 67.02 | 0.5 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/10 | 22.79 | -0.54 | 114.14 | 188.47 | 126.89 | 68.16 | 0.49 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/9 | 22.91 | 1.97 | 110.8 | 165.68 | 128.77 | 66.94 | 0.41 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/8 | 22.47 | 4.17 | 134.14 | 142.77 | 131.94 | 64.7 | 0.42 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/7 | 21.57 | 4.34 | 142.17 | 120.31 | 131.53 | 62.75 | 0.43 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/6 | 20.67 | 0.73 | 158.1 | 98.74 | 129.33 | 58.7 | 0.36 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/5 | 20.52 | 17.13 | 196.54 | 78.07 | 122.76 | 53.07 | 0.39 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/4 | 17.52 | 16.43 | 144.87 | 57.56 | 104.62 | 43.63 | 0.48 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/3 | 15.04 | 35.8 | 95.37 | 40.04 | 90.89 | 40.04 | 0.39 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/2 | 11.08 | -20.45 | 73.29 | 25.0 | 88.29 | 38.15 | 0.41 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2021/1 | 13.92 | 5.85 | 102.21 | 13.92 | 102.21 | 39.71 | 0.39 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2020/12 | 13.15 | 4.11 | 54.27 | 108.85 | 18.43 | 36.43 | 0.39 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2020/11 | 12.63 | 18.72 | 71.19 | 95.69 | 14.77 | 34.14 | 0.42 | 本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致 | ||
| 2020/10 | 10.64 | -2.08 | 32.9 | 83.06 | 9.29 | 31.1 | 0.46 | - | ||
| 2020/9 | 10.87 | 13.25 | 24.6 | 72.42 | 6.51 | 29.37 | 0.46 | - | ||
| 2020/8 | 9.6 | 7.74 | 29.87 | 61.55 | 3.84 | 26.51 | 0.51 | - | ||
| 2020/7 | 8.91 | 11.21 | 20.29 | 51.96 | 0.14 | 23.83 | 0.57 | - | ||
| 2020/6 | 8.01 | 15.74 | 12.01 | 43.05 | -3.21 | 22.08 | 0.68 | - | ||
| 2020/5 | 6.92 | -3.27 | -10.46 | 35.05 | -6.12 | 21.77 | 0.69 | - | ||
| 2020/4 | 7.15 | -7.09 | -10.73 | 28.13 | -4.99 | 21.24 | 0.7 | - | ||
| 2020/3 | 7.7 | 20.45 | -8.9 | 20.98 | -2.86 | 20.98 | 0.77 | - | ||
| 2020/2 | 6.39 | -7.17 | 24.35 | 13.28 | 1.02 | 21.8 | 0.74 | - | ||
| 2020/1 | 6.89 | -19.24 | -13.95 | 6.89 | -13.95 | 22.79 | 0.71 | - | ||
| 2019/12 | 8.53 | 15.53 | 12.72 | 91.91 | 3.82 | 23.91 | 0.62 | - | ||
| 2019/11 | 7.38 | -7.82 | -0.92 | 83.38 | 2.98 | 24.11 | 0.62 | - | ||
| 2019/10 | 8.01 | -8.2 | -0.6 | 76.0 | 3.38 | 24.11 | 0.62 | - | ||
| 2019/9 | 8.72 | 18.05 | 4.07 | 67.99 | 3.87 | 23.51 | 0.69 | - | ||
| 2019/8 | 7.39 | -0.2 | -8.35 | 59.27 | 3.84 | 21.94 | 0.74 | - | ||
| 2019/7 | 7.4 | 3.55 | -10.12 | 51.89 | 5.85 | 22.28 | 0.73 | - | ||
| 2019/6 | 7.15 | -7.48 | -14.87 | 44.48 | 9.07 | 22.89 | 0.66 | - | ||
| 2019/5 | 7.73 | -3.57 | -8.87 | 37.33 | 15.28 | 0.0 | N/A | - | ||
| 2019/4 | 8.01 | -5.19 | 15.94 | 29.61 | 23.85 | 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) | 162 | -12.9 | 13.23 | -18.88 | 10.46 | -43.18 | 162.87 | -17.24 | 32.43 | -10.69 | 23.46 | -39.36 | 28.02 | -29.17 | 21.5 | -29.97 |
| 2022 (9) | 186 | 7.51 | 16.31 | -51.41 | 18.41 | -48.43 | 196.8 | -13.94 | 36.31 | -22.13 | 38.69 | -49.86 | 39.56 | -49.2 | 30.7 | -47.54 |
| 2021 (8) | 173 | 6.13 | 33.57 | 730.94 | 35.70 | 827.27 | 228.68 | 110.18 | 46.63 | 113.02 | 77.17 | 873.14 | 77.87 | 831.46 | 58.52 | 778.68 |
| 2020 (7) | 163 | 1.24 | 4.04 | 113.76 | 3.85 | 108.11 | 108.8 | 18.7 | 21.89 | 9.89 | 7.93 | 124.65 | 8.36 | 130.94 | 6.66 | 116.23 |
| 2019 (6) | 161 | 13.38 | 1.89 | -20.59 | 1.85 | -17.04 | 91.66 | 3.55 | 19.92 | -1.04 | 3.53 | -20.5 | 3.62 | -15.62 | 3.08 | -10.98 |
| 2018 (5) | 142 | 4.41 | 2.38 | 118.35 | 2.23 | 147.78 | 88.52 | 23.46 | 20.13 | 7.25 | 4.44 | 140.0 | 4.29 | 125.79 | 3.46 | 129.14 |
| 2017 (4) | 136 | 1.49 | 1.09 | -53.81 | 0.90 | -52.13 | 71.7 | 3.87 | 18.77 | -5.82 | 1.85 | -47.59 | 1.9 | -48.79 | 1.51 | -52.96 |
| 2016 (3) | 134 | 1.52 | 2.36 | 3.96 | 1.88 | 6.21 | 69.03 | 13.99 | 19.93 | -4.82 | 3.53 | 7.62 | 3.71 | 6.92 | 3.21 | 5.59 |
| 2015 (2) | 132 | 0.0 | 2.27 | 33.53 | 1.77 | 38.28 | 60.56 | 15.02 | 20.94 | 12.16 | 3.28 | 33.88 | 3.47 | 33.46 | 3.04 | 35.71 |
| 2014 (1) | 132 | 7.32 | 1.70 | 70.0 | 1.28 | 88.24 | 52.65 | 39.91 | 18.67 | 0 | 2.45 | 116.81 | 2.6 | 103.12 | 2.24 | 80.65 |
