玩股撇步(動畫小學堂)  

  • 營業利益和稅後淨利成長率大於營收成長率, 通常代表公司在成長, 如果是漲很多的股票, 發現沒有這個現象就要留意了
  • 營收到某個數字後, 營業利益產生不成比例的增加, 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)420.07.692.01-50.86139.292.79-17.46144.7410.3224.19122.895.66-16.5279.6835.33-9.551.351.35-27.42141.070.84-51.16154.5518.05-43.1136.5414.90-41.1342.727.3117.1037.30
23Q3 (19)420.02.444.0985.07140.593.3892.05307.238.3196.92113.626.7831.1473.439.0616.8417.231.8678.85210.01.7284.95145.7131.7334.0530.9525.3142.8341.0829.0947.5137.93
23Q2 (18)420.0-30.02.219.95413.951.76-16.19826.324.22109.95195.15.1727.0341.2633.43-13.487.251.04-7.96372.730.939.41257.6923.67-12.75118.3617.72-14.64152.0628.1274.6234.01
23Q1 (17)427.69-14.292.01139.2987.852.1084.21144.192.01-56.5987.854.0729.2117.9738.6410.8423.251.13101.79135.420.85157.5863.4627.13105.2246.4120.7698.8538.034.8844.3560.78
22Q4 (16)39-4.8821.880.84-50.5955.561.1437.35338.464.6319.02289.083.15-19.4418.4234.864.6223.440.56-6.67166.670.33-52.8694.1213.22-45.4428.4710.44-41.8118.64-6.31122.38187.09
22Q3 (15)41-31.6728.121.70295.35750.00.83336.841085.713.89172.03440.283.916.8333.933.326.945.690.6172.73361.540.7169.231066.6724.23123.52342.1517.94155.19367.196.46117.77129.46
22Q2 (14)6022.45122.220.43-59.8159.260.19-77.91480.01.4333.64169.813.666.0947.5831.17-0.5711.960.22-54.1715.790.26-50.0271.4310.84-41.5-2.437.03-53.26-39.8117.8919.1776.43
22Q1 (13)4953.1281.481.0798.15311.540.86230.771820.01.07-10.08311.543.4529.744.9631.3511.0113.460.48128.57152.630.52205.88642.8618.5380.0854.2915.0470.9117.510.40134.07251.10
21Q4 (12)320.018.520.54170.0200.00.26271.43189.661.1965.2860.812.66-8.9-18.6528.2423.48-4.470.2161.5490.910.17183.33240.010.2987.7718.148.80129.1711.534.4272.03255.72
21Q3 (11)3218.5218.520.20-25.93-25.930.07240.00.00.7235.8526.322.9217.74-45.2222.87-17.8515.270.13-31.5844.440.06-14.29-14.295.48-50.68126.453.84-67.1269.1610.97-11.04120.00
21Q2 (10)270.00.00.273.8580.0-0.050.0-150.00.53103.8576.672.484.2463.6427.840.76-1.350.190.0375.00.070.075.011.11-7.4921.2911.68-8.7527.51-11.5124.1441.38
21Q1 (9)270.00.00.2644.4473.33-0.0582.76-171.430.26-64.8673.332.38-27.22561.1127.63-6.53-13.410.1972.73533.330.0740.075.012.0137.897.5212.8062.2314.9-32.945.55-215.76
20Q4 (8)270.017.390.18-33.33126.87-0.29-514.29-11.540.7429.82145.43.27-38.65678.5729.5648.9980.910.1122.22210.00.05-28.57133.338.71259.92126.097.89247.58121.97536.3523.34-272.14
20Q3 (7)270.00.00.2780.0345.450.07-30.0150.00.5790.0155.885.331111.361266.6719.84-29.7-4.390.09125.0250.00.0775.0333.332.42-73.58130.362.27-75.22128.48566.7940.006.43
20Q2 (6)270.050.00.150.0129.410.1042.86138.460.30100.0129.410.4422.2233.3328.22-11.5627.460.0433.33136.360.040.0144.449.16-17.99132.749.16-17.77132.743.9661.2084.89
20Q1 (5)2717.3950.00.15122.39129.410.07126.92133.330.15109.2129.410.36-14.29-7.6931.9195.2950.590.03130.0133.330.04126.67144.4411.17133.46146.9311.14131.02146.81--0.00
19Q4 (4)23-14.810.0-0.67-509.090.0-0.26-85.710.0-1.63-59.80.00.427.690.016.34-21.250.0-0.1-66.670.0-0.15-400.00.0-33.38-318.820.0-35.91-350.560.0--0.00
19Q3 (3)2750.00.0-0.1178.430.0-0.1446.150.0-1.020.00.00.3918.180.020.75-6.280.0-0.0645.450.0-0.0366.670.0-7.9771.520.0-7.9771.520.0--0.00
19Q2 (2)180.00.0-0.510.00.0-0.26-23.810.0-1.02-100.00.00.33-15.380.022.144.480.0-0.11-22.220.0-0.090.00.0-27.98-17.560.0-27.98-17.560.0--0.00
19Q1 (1)180.00.0-0.510.00.0-0.210.00.0-0.510.00.00.390.00.021.190.00.0-0.090.00.0-0.090.00.0-23.800.00.0-23.800.00.0--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備註(年增率變動50%需說明原因)
2024/21.0-32.89-15.332.5-8.983.8N/A-
2024/11.515.41-4.151.5-4.154.82N/A-
2023/121.3-35.9432.4621.6853.035.660.45電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/112.03-13.1776.5120.3954.566.780.38電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/102.33-3.48129.0818.3652.477.250.35電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/92.42-3.483.3516.0345.396.780.47電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/82.534.5879.3513.6140.236.190.51因全球疫情告一段落,商業活動逐漸恢復,電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/71.861.8555.4311.1133.665.560.57因全球疫情告一段落,商業活動逐漸恢復,電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/61.83-2.7840.589.2530.05.170.55-
2023/51.8827.6652.747.4227.644.670.61因全球疫情告一段落,商業活動逐漸恢復,電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/41.4711.1230.015.5420.913.980.72-
2023/31.3211.512.894.0717.934.070.62-
2023/21.19-24.0317.932.7526.863.730.68-
2023/11.5659.534.61.5634.63.690.69-
2022/120.98-14.6316.8814.1736.133.150.84-
2022/111.1512.6824.213.1937.83.480.75-
2022/101.02-22.7417.2912.0439.253.730.7-
2022/91.32-5.5133.4911.0241.73.910.69-
2022/81.416.6238.059.742.893.890.69-
2022/71.2-7.8729.628.3143.743.720.72單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊。
2022/61.35.6264.177.1146.423.660.77單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊.本月營收較去年成長64.17%,因去年受疫情影響致訂單減少.
2022/51.238.6747.715.8142.973.650.77單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊
2022/41.13-12.0530.854.5841.763.420.82單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊。
2022/31.2927.861.33.4545.733.450.82單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊.本月營收較去年成長61.30%,因去年受疫情影響致訂單減少.
2022/21.01-13.370.782.1737.843.010.94單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊.本月營收較去年成長70.78%,因去年受疫情影響致訂單減少.
2022/11.1638.518.091.1618.092.920.97單月及累計營收(含比較同期)已調整加計東荃科技及西伯之營收,詳請參閱110.11.19之重訊公告內容
2021/120.84-9.131.5710.4111.212.41.05單月及累計營收(含比較同期)已調整加計東荃科技及西伯之營收,詳請參閱110.11.19之重訊公告內容
2021/110.9244.2133.489.579.722.341.08單月及累計營收(含比較同期)已調整加計東荃科技及西伯之營收,詳請參閱110.11.19之重訊公告內容
2021/100.64-17.899.216.63-1.252.241.13單月及累計營收(含比較同期)已調整加計東荃科技之營收,詳請參閱110.11.19之重訊公告內容
2021/90.78-4.8232.336.0-2.251.781.28單月及累計營收(含比較同期)已調整加計東荃科技之營收,詳請參閱110.11.19之重訊公告內容
2021/80.82350.0723.875.22-5.921.181.92單月及累計營收(含比較同期)已調整加計東荃科技之營收,詳請參閱110.11.19之重訊公告內容
2021/70.18-1.26-1.461.112.230.544.23-
2021/60.187.9933.690.9215.390.54.37-
2021/50.1717.68-3.220.7411.580.474.61-
2021/40.14-7.9914.410.5716.960.425.16-
2021/30.1631.2836.710.4217.850.424.28-
2021/20.12-17.683.660.278.950.394.62-
2021/10.1515.5513.720.1513.720.434.18-
2020/120.13-21.63-26.841.8319.480.453.69-
2020/110.160.4824.611.725.360.493.39-
2020/100.16-3.433.321.5425.440.562.96-
2020/90.17-28.4451.711.3824.580.582.2大客戶因疫情需求及旺季動能而追加訂單,導致本月營收增加 51.72%。
2020/80.2325.56127.181.2221.610.552.31大客戶因疫情需求及旺季動能而追加訂單,導致本月營收增加 127.19%
2020/70.1833.974.860.989.620.52.57-
2020/60.14-21.828.780.810.780.440.84-
2020/50.1839.1370.620.6611.210.420.89大客戶因疫情需求而追加訂單,導致本月營收增加 70.62%
2020/40.139.9323.120.49-1.250.361.04-
2020/30.12-0.44-37.740.36-7.70.361.03-
2020/20.12-9.711.890.2419.540.420.89-
2020/10.13-25.6627.40.1327.40.430.86-
2019/120.1733.5124.21.536.30.420.9本月營收增加124.21%,主因農曆年節將至,客戶提前備貨;另因本年新增消費性電子產品營收貢獻所致
2019/110.137.5125.61.36-0.340.361.06-
2019/100.129.9118.411.23-2.460.331.15-
2019/90.117.14-9.591.11-4.280.390.96-
2019/80.1-42.04-15.111.0-3.670.40.91-
2019/70.1838.9714.380.9-2.170.410.91-
2019/60.1322.6-15.830.72-5.50.331.11-
2019/50.10.4-24.170.59-2.970.390.95-
2019/40.1-44.41-18.950.493.070.0N/A-
2019/30.1878.9367.690.3911.050.0N/A原預計1、2月出貨延至3月出貨,致使3月增加百分比達50%以上
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)427.6910.28122.5110.00231.1321.6853.036.6712.385.37187.175.5129.174.33140.56
2022 (9)3921.884.62288.243.021158.3314.1735.7332.6323.131.87159.722.4142.421.8373.68
2021 (8)3218.521.1960.810.24010.4410.9526.5010.050.72166.670.99102.040.3890.0
2020 (7)2717.390.740-0.0709.41515.0324.0820.70.2700.4900.20
2019 (6)2376.92-1.630-0.9001.536.2519.9523.99-0.360-0.360-0.370
2018 (5)13-38.1-3.600-1.4001.44-25.7716.09-54.43-0.590-0.460-0.460
2017 (4)21-27.59-1.800-0.8101.94-16.7435.31-2.67-0.330-0.370-0.370
2016 (3)2911.54-0.630-0.3802.33-4.5136.2829.94-0.160-0.190-0.190
2015 (2)264.0-1.480-0.8802.44-16.1527.924.22-0.360-0.390-0.390
2014 (1)254.17-1.430-0.8302.91-16.8626.790-0.360-0.360-0.360

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