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)390.00.0-0.61-238.89-6200.0-0.3332.65-243.48-2.68-28.85-215.021.2220.790.021.7871.9-45.89-0.2140.0-333.33-0.23-228.570-25.39-12.69-31837.5-19.14-171.49-8075.033.59-77.8547.19
23Q3 (19)390.00.0-0.1883.18-119.78-0.4961.72-333.33-2.08-10.05-189.661.0146.38-31.2912.67198.45-71.5-0.3532.69-305.88-0.0782.93-120.0-22.5363.61-175.45-7.0588.13-129.5321.7827.13-0.16
23Q2 (18)390.00.0-1.07-28.92-237.18-1.28-62.03-350.98-1.89-127.71-234.040.69-2.82-61.02-12.87-244.12-130.44-0.52-33.33-292.59-0.41-28.12-236.67-61.92-10.69-393.88-59.39-32.63-452.67-22.31-4214.46-252.75
23Q1 (17)390.00.0-0.83-8400.0-231.75-0.79-443.48-319.44-0.83-135.62-231.750.71-41.8-59.898.93-77.81-76.26-0.39-533.33-295.0-0.320-233.33-55.94-70025.0-426.56-44.78-18758.33-426.86-29.41-4249.45-216.98
22Q4 (16)390.00.00.01-98.9-94.120.239.5227.782.330.43676.671.22-17.01-15.8640.25-9.4735.980.09-47.060.00-100.0-100.00.08-99.73-98.560.24-98.99-94.67-16.98-41.12-24.65
22Q3 (15)390.00.00.9116.67437.040.21-58.82175.02.3264.541684.621.47-16.9534.8644.465.1643.560.17-37.04230.770.3516.67450.029.8641.72385.4723.8741.75351.79-8.4720.24-8.57
22Q2 (14)390.00.00.7823.81110.810.5141.674.081.41123.81252.51.770.031.1142.2812.42-2.380.2735.0145.450.325.0114.2921.0723.0441.6516.8422.9259.9211.04147.2070.84
22Q1 (13)390.00.00.63270.592000.00.36100.0176.920.63110.02000.01.7722.0737.2137.6127.06-14.150.2122.22233.330.24242.862300.017.13208.091178.3613.70204.441283.8427.55216.77132.14
21Q4 (12)390.00.00.17162.96-45.160.18164.29-63.270.30130.77-91.621.4533.03-6.4529.60-4.42-37.470.09169.23-59.090.07170.0-41.675.56153.15-43.214.50147.47-41.796.88-5.003.58
21Q3 (11)390.00.0-0.27-172.97-122.5-0.28-157.14-121.050.13-67.5-96.021.09-19.26-45.2330.97-28.49-45.24-0.13-218.18-120.63-0.1-171.43-121.74-10.46-368.89-136.23-9.48-190.03-141.0-7.31480.1859.89
21Q2 (10)390.00.00.371133.33-67.260.49276.92-61.720.401233.33-80.681.354.65-29.3243.31-1.14-21.440.1183.33-80.360.141300.0-67.443.89190.3-84.810.53963.64-53.49-6.06521.50101.73
21Q1 (9)390.00.00.03-90.32-96.840.13-73.47-83.120.03-99.16-96.841.29-16.77-21.8243.81-7.46-16.440.06-72.73-85.00.01-91.67-97.221.34-86.31-95.160.99-87.19-95.52-19.44-82.25-68.31
20Q4 (8)390.014.710.31-74.17-13.890.49-63.16-20.973.589.4828.781.55-22.11-16.2247.34-16.3-7.10.22-65.08-21.430.12-73.910.09.79-66.0916.417.73-66.5717.66-8.96-33.99-29.62
20Q3 (7)390.014.711.206.192.561.333.9129.133.2757.9734.021.994.1918.4556.562.59-3.230.6312.526.00.466.9817.9528.8712.82-1.8423.122.12-1.539.9712.5735.07
20Q2 (6)390.014.711.1318.9552.71.2866.23128.572.07117.8964.291.9115.7638.4155.135.157.650.5640.0100.00.4319.4472.025.59-7.5213.3322.642.4425.782.4791.4245.21
20Q1 (5)3914.7118.180.95163.8982.690.7724.19113.890.95-65.8382.691.65-10.8129.9252.432.889.990.442.86110.530.36200.0111.7627.67229.0161.1522.10236.3861.43--0.00
19Q4 (4)340.00.00.36-69.230.00.62-39.810.02.7813.930.01.8510.120.050.96-12.810.00.28-44.00.00.12-69.230.08.41-71.40.06.57-72.020.0--0.00
19Q3 (3)340.00.01.1758.110.01.0383.930.02.4493.650.01.6821.740.058.4514.140.00.578.570.00.3956.00.029.4130.250.023.4830.440.0--0.00
19Q2 (2)343.030.00.7442.310.00.5655.560.01.26142.310.01.388.660.051.217.430.00.2847.370.00.2547.060.022.5831.510.018.0031.480.0--0.00
19Q1 (1)330.00.00.520.00.00.360.00.00.520.00.01.270.00.047.670.00.00.190.00.00.170.00.017.170.00.013.690.00.0--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)
2024/30.370.4122.320.811.950.8N/A-
2024/20.17-46.65-26.360.56.590.8N/A-
2024/10.337.040.040.3340.041.02N/A-
2023/120.3-20.98-13.83.63-41.861.220.99-
2023/110.39-27.07-13.663.32-43.541.210.99被動產品市場及雲端產品市場均需求低迷等影響所致
2023/100.5375.4424.852.94-45.991.171.03-
2023/90.3-11.76-30.652.41-51.961.011.35被動產品市場及雲端產品市場均需求低迷等影響所致
2023/80.34-6.38-35.22.11-53.980.951.44被動產品市場及雲端產品市場均需求低迷等影響所致
2023/70.3651.68-28.681.77-56.420.861.57被動產品市場及雲端產品市場均需求低迷等影響所致
2023/60.24-7.44-58.451.4-60.420.691.92被動產品市場及雲端產品市場均需求低迷等影響所致
2023/50.2634.92-59.931.16-60.80.691.92被動產品市場及雲端產品市場均需求低迷等影響所致
2023/40.19-20.49-64.790.9-61.050.671.98被動產品市場及雲端產品市場均需求低迷等影響所致
2023/30.242.57-61.370.71-59.90.711.89被動產品市場及雲端產品市場均需求低迷等影響所致
2023/20.241.46-58.140.47-59.090.821.63被動產品市場及雲端產品市場均需求低迷等影響所致
2023/10.23-34.14-60.010.23-60.011.031.3被動產品市場及雲端產品市場均需求低迷等影響所致
2022/120.35-20.85-33.846.2420.261.220.9-
2022/110.455.47-12.245.8926.471.30.84-
2022/100.42-2.564.145.4431.221.380.79-
2022/90.43-17.5414.55.0234.171.470.78-
2022/80.533.0348.954.5836.381.620.71-
2022/70.51-11.6341.384.0634.911.740.66-
2022/60.58-10.7452.733.5534.021.770.58業績成長
2022/50.6518.5640.92.9730.891.820.57-
2022/40.55-12.785.872.3228.351.740.59-
2022/30.6311.1611.611.7737.341.770.57-
2022/20.56-3.08115.741.1557.171.680.6業績成長
2022/10.588.9624.430.5824.431.620.62-
2021/120.534.9824.95.19-27.01.450.8-
2021/110.5125.16-12.734.65-30.321.290.9-
2021/100.417.13-24.814.15-32.01.141.02-
2021/90.387.25-25.533.74-32.71.091.32-
2021/80.35-2.2-48.263.36-33.431.091.32-
2021/70.36-4.54-54.763.01-31.11.21.2全球5G佈建速度受新冠肺炎疫情影響放緩,且中國5G供應鏈持續受美中貿易戰影響,使整體市場需求遞延所致。
2021/60.38-17.66-46.582.65-25.81.351.12-
2021/50.46-10.9-26.742.27-20.641.540.99-
2021/40.52-8.05-10.651.81-18.921.341.14-
2021/30.56114.87-12.91.29-21.821.291.08-
2021/20.26-44.1-48.460.73-27.541.161.21-
2021/10.479.37-6.270.47-6.271.480.95-
2020/120.43-26.65-29.867.1115.191.550.84-
2020/110.587.83-11.046.6820.131.630.8-
2020/100.546.11-7.146.124.291.730.75-
2020/90.51-25.480.975.5628.521.990.58-
2020/80.68-14.4820.585.0532.162.190.53-
2020/70.812.7132.094.3634.182.140.54-
2020/60.7112.9336.543.5734.661.910.57-
2020/50.638.6432.932.8634.21.850.59-
2020/40.58-10.3650.192.2334.561.730.63業績成長
2020/30.6427.1426.571.6529.831.650.77-
2020/20.511.6563.111.0132.011.620.79108年2月逢農曆春節基期較低
2020/10.5-18.1410.580.510.581.760.72-
2019/120.61-6.9756.936.1734.161.850.53業績成長。
2019/110.6612.5625.25.5632.061.740.56-
2019/100.5815.3836.054.9133.031.650.59-
2019/90.5-11.0132.274.3232.631.680.53-
2019/80.57-6.3383.93.8232.681.690.53去年同期受美國貿易政策影響而業績下滑,今年已漸穩定。
2019/70.6116.5189.733.2526.541.60.56去年同期受美國貿易政策影響而業績下滑,今年已漸穩定。
2019/60.529.9489.932.6517.591.380.64去年同期受美國貿易政策影響而業績下滑,今年已漸穩定。
2019/50.4722.759.62.137.590.0N/A-
2019/40.38-24.4512.881.667.030.0N/A-
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)390.0-2.680-2.9203.63-41.8310.12-75.36-1.470-1.360-1.030
2022 (9)390.02.32673.331.31156.866.2420.2341.0711.00.73508.331.122700.00.9650.0
2021 (8)390.00.30-91.620.51-86.925.19-27.037.00-30.450.12-93.370.04-97.60.12-91.3
2020 (7)3914.713.5828.783.9050.587.1115.2453.201.581.8144.81.6741.531.3846.81
2019 (6)343.032.78694.292.595080.06.1734.1352.3762.591.251983.331.18637.50.94683.33
2018 (5)333.120.35-85.660.05-97.854.6-16.6732.21-30.780.06-93.810.16-81.180.12-84.81
2017 (4)320.02.44-12.232.338.375.525.5446.53-2.640.97-4.90.85-20.560.79-11.24
2016 (3)320.02.7854.442.157.55.230.047.7923.331.0218.61.0762.120.8953.45
2015 (2)3210.341.80-40.02.0029.875.235.6638.7510.90.868.860.66-37.140.58-32.56
2014 (1)293.573.0044.931.540.04.9513.2734.9400.798.221.0547.890.8648.28

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