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(%)
24Q1 (20)1750.00.026.9233.9342.7426.6325.8528.926.92-60.9242.74696.2818.92-6.1911.070.3632.898.416.0539.246.7612.6752.2558.5726.0730.7147.0733.9142.728.4811.4351.166.7612.6752.2514.8934.1434.08
23Q4 (19)1750.00.020.1034.36-11.0221.1642.3-16.8968.8841.21-15.04585.510.85-33.0411.0315.2631.157.9328.7326.886.0021.2132.7446.4642.87-15.0535.1534.42-11.017.6123.1433.986.0021.2132.742.3217.1822.18
23Q3 (18)1750.00.014.960.0-39.3814.872.06-30.5548.7844.23-16.59528.17-6.2-33.719.578.6318.296.16-0.650.654.956.45-8.6732.52-6.87-33.3226.15-0.04-39.416.18-2.22-9.654.956.45-8.67-15.17-10.34-13.71
23Q2 (17)1750.00.014.96-20.68-26.5914.57-29.48-29.7533.8279.320.09563.08-24.14-24.988.815.765.516.202.651.644.654.73-2.1134.92-22.07-23.7926.16-20.68-26.586.3212.664.984.654.73-2.11-19.62-18.59-24.16
23Q1 (16)1750.00.018.86-16.5140.5420.66-18.8558.5618.86-76.7440.54742.26-15.1146.398.33-0.957.96.04-3.365.414.44-1.77-4.144.81-18.0754.1532.98-16.5140.585.61-1.23-4.274.44-1.77-4.1-2.68-12.490.04
22Q4 (15)1750.00.022.59-8.4751.125.4618.9263.5281.0738.6363.91874.399.7553.738.413.964.866.252.123.994.52-16.61-1.7454.6912.1459.9139.5-8.4851.115.68-16.96-2.414.52-16.61-1.747.956.3211.08
22Q3 (14)1750.00.024.6821.1112.9421.413.2374.2158.4873.0769.46796.746.1576.028.09-3.11-0.256.120.332.685.4214.1120.9848.776.4480.743.1621.13112.936.8413.6220.215.4214.1120.9827.0936.4831.20
22Q2 (13)1750.00.020.3851.8654.3920.7459.1754.3233.79151.7947.43750.5748.0346.628.358.162.716.106.464.454.752.595.3245.8257.6253.435.6351.8854.316.022.734.74.752.595.3218.5920.8121.43
22Q1 (12)1750.00.013.42-10.2338.0713.03-16.3125.7713.42-72.8738.07507.05-10.8529.057.72-3.74-5.975.73-4.66-1.384.630.657.1829.07-15.027.3923.46-10.2538.085.860.696.164.630.657.187.419.385.19
21Q4 (11)1750.00.014.9528.99-4.3515.5726.69-2.0849.4643.320.43568.7925.668.318.02-1.11-7.076.010.84-10.434.602.68-11.5434.226.71-2.9826.1428.96-4.325.822.28-12.084.602.68-11.547.048.399.07
21Q3 (10)1750.00.011.59-12.2-9.7412.29-8.56-9.534.5150.572.65452.64-11.58-4.118.11-0.25-5.265.962.05-5.854.48-0.67-5.8826.99-9.64-9.6420.27-12.21-9.755.69-1.04-5.954.48-0.67-5.889.3611.8010.59
21Q2 (9)1750.00.013.2035.86.3713.4429.73-0.6722.92135.810.3511.9330.3-1.698.13-0.973.575.840.524.14.514.48.1529.8730.892.2923.0935.96.455.754.179.944.514.48.152.56-1.01-2.56
21Q1 (8)1750.00.09.72-37.8116.1310.36-34.8426.039.72-80.2616.13392.9-25.1811.828.21-4.879.185.81-13.4112.824.32-16.923.8522.82-35.2626.0816.99-37.8116.135.52-16.625.754.32-16.923.85-6.97-8.04-8.88
20Q4 (7)1750.03.5515.6321.7335.9115.9017.0821.2849.2546.4935.23525.1411.245.978.630.8218.066.716.018.555.209.2432.3235.2518.0125.7627.3221.6440.176.629.4233.475.209.2432.320.9512.608.72
20Q3 (6)1750.00.012.843.4663.7813.580.3772.3433.6261.7933.52472.06-9.3441.568.569.0413.686.3312.8322.444.7614.1516.129.872.2973.2622.463.5564.066.0515.6817.74.7614.1516.119.4225.8732.48
20Q2 (5)1750.00.012.4148.2730.6313.5364.644.2420.78148.2719.56520.7148.1923.217.854.3915.445.618.9314.264.170.246.3829.261.3340.7221.6948.2630.825.230.195.664.170.246.38--0.00
20Q1 (4)1753.550.08.37-27.220.08.22-37.30.08.37-77.020.0351.37-29.090.07.522.870.05.15-9.010.04.165.850.018.1-35.430.014.63-24.940.05.225.240.04.165.850.0--0.00
19Q4 (3)169-3.430.011.5046.680.013.1166.370.036.4244.640.0495.5448.610.07.31-2.920.05.669.480.03.93-4.150.028.0362.590.019.4942.370.04.96-3.50.03.93-4.150.0--0.00
19Q3 (2)1750.00.07.84-17.470.07.88-15.990.025.1844.880.0333.46-21.10.07.5310.740.05.175.30.04.104.590.017.24-16.920.013.69-17.430.05.143.840.04.104.590.0--0.00
19Q2 (1)1750.00.09.500.00.09.380.00.017.380.00.0422.630.00.06.800.00.04.910.00.03.920.00.020.750.00.016.580.00.04.950.00.03.920.00.0--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)
2024/5247.612.7359.541163.517.8732.37N/A主要係客戶需求強勁
2024/4219.63-17.1620.79915.91-0.88728.04N/A-
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-
2020/7156.09-30.3138.521028.2911.8544.720.58-
2020/6224.0136.0836.01872.198.07520.710.51-
2020/5164.6224.6321.88648.180.91405.390.66-
2020/4132.0821.527.48483.57-4.66359.350.74-
2020/3108.69-8.33-9.71351.48-8.55351.480.76-
2020/2118.58-4.536.29242.79-8.02426.480.62-
2020/1124.22-32.37-18.5124.22-18.5464.880.57-
2019/12183.6917.017.71637.96-9.53495.540.35-
2019/11156.981.3521.91454.27-11.33424.520.41-
2019/10154.8837.47-7.211297.29-14.16377.620.46-
2019/9112.662.34-41.731142.41-15.02335.420.6-
2019/8110.08-2.3-35.191029.75-10.53387.450.52-
2019/7112.68-31.58-7.62919.68-6.260.0N/A-
2019/6164.6921.9416.95807.0-6.070.0N/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
2023 (10)1750.068.65-14.7171.26-11.632419.01-17.49.3714.416.567.724.982.89158.71-11.01154.44-13.71120.44-15.03
2022 (9)1750.080.4963.3380.6456.132928.7652.048.190.996.093.054.847.8178.3456.62178.9762.76141.7563.91
2021 (8)1750.049.280.6151.650.841926.263.058.11-0.985.91-1.664.49-2.6113.871.29109.961.086.480.44
2020 (7)1753.5548.9835.1951.2236.41869.2814.268.1918.016.0120.444.6122.28112.4237.77108.8740.3386.139.57
2019 (6)16914.9736.23-0.2237.5517.671636.0-9.656.9418.034.9927.33.7722.481.614.9177.589.3861.6910.6
2018 (5)14742.7236.31238.431.91297.381810.65111.345.8818.793.9282.333.08118.4471.01285.9270.93331.9755.78361.75
2017 (4)10347.1410.73157.938.03293.63856.75169.924.95-8.162.1552.481.4143.8818.4309.816.42307.4412.08288.42
2016 (3)7066.674.16-33.552.0453.38317.41193.825.39-48.861.41-47.780.98-61.264.4953.774.0321.023.1113.92
2015 (2)4216.676.2601.33209.3108.03136.0310.54-13.752.7030.432.5343.752.92207.373.33236.362.73241.25
2014 (1)3600.0000.43045.77012.2202.0701.7600.9500.9900.80

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