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)1863.336.2952.7034.5895.7749.7344.6198.4452.70-58.3695.771706.5547.61145.18.70-7.55-21.417.02-0.14-16.535.74-5.9-15.09119.8147.35104.5697.9338.97108.057.34-3.42-13.445.74-5.9-15.0932.9024.2723.12
24Q4 (19)180-2.172.8639.1613.9794.8334.391.6372.73126.5743.2183.751156.1418.1997.469.41-11.73-14.697.03-13.0-11.356.10-5.721.6781.312.8675.0170.4711.36100.487.60-6.4-0.136.10-5.721.6722.2220.9717.85
24Q3 (18)1845.145.1434.3627.97129.6833.8434.07141.8988.3864.3781.18978.1826.2585.210.66-1.5711.398.080.8731.176.476.7730.7179.0527.36143.0863.2834.81141.998.121.3731.396.476.7730.7118.7713.8517.39
24Q2 (17)1750.00.026.85-0.2679.4825.240.7284.153.7799.7458.99774.8111.2837.610.83-2.1722.938.01-4.7629.196.06-10.3630.3262.075.9877.7546.94-0.2879.438.01-5.5426.746.06-10.3630.3215.1016.8413.29
24Q1 (16)1750.00.026.9233.9342.7425.0625.8728.9126.92-60.9242.74696.2818.92-6.1911.070.3632.898.416.0539.246.7612.6752.2558.5726.0730.7147.0733.9142.728.4811.4351.166.7612.6752.2514.8934.1434.09
23Q4 (15)1750.00.020.1034.36-11.0219.9142.32-16.8768.8841.21-15.04585.510.85-33.0411.0315.2631.157.9328.7326.886.0021.2132.7446.4642.87-15.0535.1534.42-11.017.6123.1433.986.0021.2132.742.3217.1822.18
23Q3 (14)1750.00.014.960.0-39.3813.992.04-30.5448.7844.23-16.59528.17-6.2-33.719.578.6318.296.16-0.650.654.956.45-8.6732.52-6.87-33.3226.15-0.04-39.416.18-2.22-9.654.956.45-8.67-15.17-10.34-13.72
23Q2 (13)1750.00.014.96-20.68-26.5913.71-29.48-29.7333.8279.320.09563.08-24.14-24.988.815.765.516.202.651.644.654.73-2.1134.92-22.07-23.7926.16-20.68-26.586.3212.664.984.654.73-2.11-19.62-18.59-24.16
23Q1 (12)1750.00.018.86-16.5140.5419.44-18.8358.5618.86-76.7440.54742.26-15.1146.398.33-0.957.96.04-3.365.414.44-1.77-4.144.81-18.0754.1532.98-16.5140.585.61-1.23-4.274.44-1.77-4.1-2.68-12.490.05
22Q4 (11)1750.00.022.59-8.4751.123.9518.9263.4881.0738.6363.91874.399.7553.738.413.964.866.252.123.994.52-16.61-1.7454.6912.1459.9139.5-8.4851.115.68-16.96-2.414.52-16.61-1.747.956.3211.08
22Q3 (10)1750.00.024.6821.1112.9420.143.2374.2258.4873.0769.46796.746.1576.028.09-3.11-0.256.120.332.685.4214.1120.9848.776.4480.743.1621.13112.936.8413.6220.215.4214.1120.9827.0936.4831.18
22Q2 (9)1750.00.020.3851.8654.3919.5159.1454.2333.79151.7947.43750.5748.0346.628.358.162.716.106.464.454.752.595.3245.8257.6253.435.6351.8854.316.022.734.74.752.595.3218.5920.8121.41
22Q1 (8)1750.00.013.42-10.2338.0712.26-16.3125.7413.42-72.8738.07507.05-10.8529.057.72-3.74-5.975.73-4.66-1.384.630.657.1829.07-15.027.3923.46-10.2538.085.860.696.164.630.657.187.419.385.21
21Q4 (7)1750.00.014.9528.99-4.3514.6526.73-2.0749.4643.320.43568.7925.668.318.02-1.11-7.076.010.84-10.434.602.68-11.5434.226.71-2.9826.1428.96-4.325.822.28-12.084.602.68-11.547.048.399.05
21Q3 (6)1750.00.011.59-12.2-9.7411.56-8.62-9.5534.5150.572.65452.64-11.58-4.118.11-0.25-5.265.962.05-5.854.48-0.67-5.8826.99-9.64-9.6420.27-12.21-9.755.69-1.04-5.954.48-0.67-5.889.3611.8010.56
21Q2 (5)1750.00.013.2035.86.3712.6529.74-0.6322.92135.810.3511.9330.3-1.698.13-0.973.575.840.524.14.514.48.1529.8730.892.2923.0935.96.455.754.179.944.514.48.15--0.00
21Q1 (4)1750.00.09.72-37.810.09.75-34.830.09.72-80.260.0392.9-25.180.08.21-4.870.05.81-13.410.04.32-16.920.022.82-35.260.016.99-37.810.05.52-16.620.04.32-16.920.0--0.00
20Q4 (3)1750.00.015.6321.730.014.9617.060.049.2546.490.0525.1411.240.08.630.820.06.716.00.05.209.240.035.2518.010.027.3221.640.06.629.420.05.209.240.0--0.00
20Q3 (2)1750.00.012.843.460.012.780.390.033.6261.790.0472.06-9.340.08.569.040.06.3312.830.04.7614.150.029.872.290.022.463.550.06.0515.680.04.7614.150.0--0.00
20Q2 (1)1750.00.012.410.00.012.730.00.020.780.00.0520.710.00.07.850.00.05.610.00.04.170.00.029.20.00.021.690.00.05.230.00.04.170.00.0--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)
2025/5711.3311.48187.293055.91162.642215.67N/A主要係客戶需求強勁
2025/4638.03-26.35190.492344.58155.981969.52N/A主要係客戶需求強勁
2025/3866.3286.23226.731706.55145.091706.550.73主要係客戶需求強勁
2025/2465.1724.0291.21840.2394.881267.90.98主要係客戶需求強勁
2025/1375.06-12.399.63375.0699.631177.391.05主要係客戶需求強勁
2024/12427.6714.15111.483605.4149.041156.140.75主要係客戶需求強勁
2024/11374.655.8893.263177.7443.341073.510.8主要係客戶需求強勁
2024/10353.812.5486.782803.0938.561020.780.84主要係客戶需求強勁
2024/9345.057.18119.672449.2733.58978.180.72主要係客戶需求強勁
2024/8321.923.4465.52104.2325.51940.720.75主要係客戶需求強勁
2024/7311.211.1876.231782.3120.26866.390.81主要係客戶需求強勁
2024/6307.5824.2236.051471.0912.69774.810.9-
2024/5247.612.7359.541163.517.8732.370.95主要係客戶需求強勁
2024/4219.63-17.1620.79915.91-0.88728.040.96-
2024/3265.148.99-23.84696.28-6.19696.280.7-
2024/2243.2629.475.79431.149.39633.360.77-
2024/1187.88-7.0914.43187.8814.43583.950.83-
2023/12202.224.31-33.732419.01-17.4585.50.52-
2023/11193.852.33-42.052216.79-15.5540.350.56-
2023/10189.4220.59-19.282022.94-11.62541.00.56-
2023/9157.07-19.24-50.11833.51-10.75528.170.58主要係去年基期較高所致
2023/8194.5110.14-26.231676.44-3.62597.170.51-
2023/7176.59-21.88-19.071481.930.41557.850.55-
2023/6226.0745.67-35.231305.343.79563.080.53-
2023/5155.19-14.64-23.321079.2718.78685.150.43-
2023/4181.82-47.77-8.69924.0830.85759.910.39-
2023/3348.1451.443.37742.2646.38742.260.46-
2023/2229.9540.0667.61394.1249.15699.280.49主要係客戶需求強勁
2023/1164.17-46.229.21164.1729.21803.890.43-
2022/12305.16-8.7841.12928.7652.04874.390.41主要係客戶需求強勁
2022/11334.5642.5662.82623.653.42884.070.41主要係客戶需求強勁
2022/10234.68-25.4559.612289.0452.14813.190.44主要係客戶需求強勁
2022/9314.8319.3987.992054.3751.33796.740.53主要係客戶需求強勁
2022/8263.6820.8283.721739.5346.17830.950.51主要係客戶需求強勁
2022/7218.23-37.4754.051475.8541.02769.670.55主要係客戶需求強勁
2022/6349.0472.4492.111257.6338.99750.570.61主要係客戶需求強勁所致
2022/5202.41.6423.33908.5925.64644.350.71-
2022/4199.13-17.9919.83706.1826.31579.130.79-
2022/3242.8176.9858.27507.0529.06507.051.0主要係客戶需求強勁所致。
2022/2137.197.9818.05264.2410.34480.511.06-
2022/1127.05-41.253.08127.053.08548.810.93-
2021/12216.275.2440.621926.263.04568.790.8-
2021/11205.539.7618.731709.99-0.32519.980.87-
2021/10147.02-12.2-25.841504.49-2.45458.010.99-
2021/9167.4616.68-0.391357.470.99452.640.87-
2021/8143.521.31-2.911190.011.19466.860.84-
2021/7141.65-22.03-9.251046.491.78487.450.81-
2021/6181.6810.7-18.89904.833.75511.970.51-
2021/5164.12-1.23-0.3723.1511.58483.690.53-
2021/4166.178.3125.8559.0715.64435.790.59-
2021/3153.4132.041.28392.8711.8392.870.71-
2021/2116.21-5.7-1.99239.46-1.37393.250.71-
2021/1123.25-19.85-0.78123.25-0.78450.110.62-
2020/12153.79-11.14-16.271869.3914.26525.140.38-
2020/11173.07-12.7110.251715.618.12539.490.37-
2020/10198.2817.9228.021542.5319.08514.240.39-
2020/9168.1413.7351.871344.2517.86472.060.67隨雲端產業蓬勃發展,帶動資料中心需求提升,本公司對大型資料中心客戶出貨量成長,故營收增加。
2020/8147.83-5.2934.291176.1114.21527.930.6-
2020/7156.09-30.3138.521028.2911.80.0N/A-
2020/6224.0136.0836.01872.198.070.0N/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)1802.86122.4678.38118.5276.763605.4149.0410.3710.677.7918.756.3226.91280.9977.05288.386.67227.7689.11
2023 (9)1750.068.65-14.7167.05-11.632419.01-17.49.3714.416.567.724.982.89158.71-11.01154.44-13.71120.44-15.03
2022 (8)1750.080.4963.3375.8756.112928.7652.048.190.996.093.054.847.8178.3456.62178.9762.76141.7563.91
2021 (7)1750.049.280.6148.600.851926.263.058.11-0.985.91-1.664.49-2.6113.871.29109.961.086.480.44
2020 (6)1753.5548.9835.1948.1936.41869.2814.268.1918.016.0120.444.6122.28112.4237.77108.8740.3386.139.57
2019 (5)16914.9736.23-0.2235.3317.651636.0-9.656.9418.034.9927.33.7722.481.614.9177.589.3861.6910.6
2018 (4)14742.7236.31238.430.03297.751810.65111.345.8818.793.9282.333.08118.4471.01285.9270.93331.9755.78361.75
2017 (3)10347.1410.73157.937.55293.23856.75169.924.95-8.162.1552.481.4143.8818.4309.816.42307.4412.08288.42
2016 (2)7066.674.16-33.551.9253.6317.41193.825.39-48.861.41-47.780.98-61.264.4953.774.0321.023.1113.92
2015 (1)4216.676.2601.25212.5108.03136.0310.5402.7002.5302.92207.373.33236.362.73241.25

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