培養你的財洞力_從財報細節洞悉公司競爭力

培養你的財洞力_從財報細節洞悉公司競爭力

職場技能學院 - 自我提升
全級別
8.7 小時
8,653
限時優惠
還剩 12 14
(截止日 2022/07/14)
NT$3,300
NT$7,000

從職場、投資甚至到個人,由TEJ首席總編透過8.7小時的精美影片及60篇延伸文章,讓您學會財報分析。可清楚了解收入的來源、費用的去處、擁有的資產與負債,一起成為跨領域的專業人員吧!

2022/06/02

【個股介紹】2368 金像電

<p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介 【2368金像電】</span></p> <div><span style="font-size: 14px;">TibaMe學員優先獲得 【<span style="color: #363636; font-family: Arial; white-space: pre-wrap;">2368金像電</span>】個股儀表板</span></div> <div><span style="font-size: 14px;">手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1MEfwy3z8a9hEF7-Gsh8US9hOVCOf_Ag_/view?usp=sharing">連結</a></span><br><br></div> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司業務:PCB</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️雙面印刷電路板 0.17%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️多層印刷電路板 99.83%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️108年度:國內11.08%、美洲10.89%、亞洲26.49%、中國43.78%、其他7.76%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️109年度:國內15.5%、美洲14.13%、亞洲26.27%、中國40.6%、其他3.5%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">市場概況</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2020PCB終端應用產品受到疫情衝擊,因疫情改變了生活型態,衍生帶動筆電、遊戲機、視訊設備等居家上班,以及全球5G進展未受到疫情影響,讓台灣PCB產業鍊創歷史新高,海內外產值達10,386億</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司是台灣最大的伺服器用板PCB廠,全球國際伺服器業者都是主要客戶,近幾年之外銷比率皆在80%以上,銷售對象大都是知名大廠及組裝廠,客戶之行業跨資訊、通訊、網際網路等產業、且分佈於各大洲,並與客戶長期配合下建立良好之合作關係,</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">競爭對手</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">欣興、健鼎、瀚宇博、博智、慶生、華通</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2021/9/26 (遭勒令或自行停(復)工) 大陸限電相關政策加強,金像電調整產能,台灣場支援大陸廠產能不足</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/3/21 (成本/產能變動或行銷策略) 受惠於網通及伺服器高層板需求旺盛,接單已達半年後,今年將還有10~12億元的資本支出擴充產能</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/5/15&nbsp; (TCRI升等)TCRI依2021/12財報調昇1等,歸第4等,原因:產業成長</span></p> <div><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">&nbsp;</span></div> <span id="docs-internal-guid-8f165e6c-7fff-be65-b9f6-53c45146e5f9"></span>
2022/05/31

【個股介紹】2454 聯發科

<p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介 【2454聯發科】</span></p> <div><span style="font-size: 14px;">TibaMe學員優先獲得 【<span style="color: #363636; font-family: Arial; white-space: pre-wrap;">2454聯發科</span>】個股儀表板</span></div> <div><span style="font-size: 14px;">手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1eN0qO0L5vuz6abiW_i_ubK_dFqqSJ6qy/view?usp=sharing">連結</a></span></div> <br><br> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司業務:IC設計</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️多媒體晶片及手機晶片98.6%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️其他1.4%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️108年度:內銷9.31%、亞洲地區89.24%、其他地區1.44%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️109年度:內銷8.64%、亞洲地區90%、歐美地區1.35%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️主要客戶:</span><span style="font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">華為、OPPO、vivo、小米、realme、中興等等</span><span style="font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">,108年毛利率41.85%、109年43.94%</span></span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">市場概況</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">半導體的生產鏈主要分為IC設計、IC製造、封裝測試,聯發科屬於IC產業的上游,只負責晶片的設計以及銷售,因沒有生產廠房的緣故,又稱為無廠半導體公司,聯發科為目前世界第四大、台灣第一大的無廠半導體公司,2019年發表的天機晶片為聯發科推出處理5G手機晶片,在5G安卓手機當中有相當高的市佔率。</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">競爭對手</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">美商:Qualcomm</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">陸商:海思半導體、紫光展銳</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/04/27 法說會預估第二季營收將在1470億至1570億元,季增3%至10%,年增17%至25%,營業毛利率預估將為47.5%至51%。</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/04/01 聯發科2021年以年增42.5%、SoC銷量1.1億顆的成績,力壓年增24.2%、SoC銷量1.07億顆的高通。進入2022年來,聯發科在銷量上繼續保持對高通的領先。</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2021/05/14 聯發科宣布推出6奈米製程的5G手機晶片天璣900,目前已經開始量產出貨,並將在第二季搭載終端產品在全球。</span></p> <div><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">&nbsp;</span></div> <span id="docs-internal-guid-644248f1-7fff-fa8c-df7b-5e378c3c04f1"></span>
2022/05/27

【個股介紹】2395 研華

<p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介 【2395 研華】</span></p> <br> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司業務:工業電腦IPC<br></span></p> <p style="box-sizing: border-box; margin-top: 0pt; margin-bottom: 0pt; color: #333333; font-family: Roboto, 'Segoe UI', 'Helvetica Neue', Helvetica, Arial, 'sans-serif', 'Microsoft JhengHei', 'Font Awesome 5 Pro', 'Font Awesome 5 Brands', -apple-system, BlinkMacSystemFont; font-size: 16px; line-height: 1.38; background-color: #ffffff;" dir="ltr"><span style="box-sizing: border-box; font-size: 14px;">TibaMe學員優先獲得 【<span style="color: #363636; font-family: Arial; white-space: pre-wrap;">2395 研華</span>】個股儀表板<br style="box-sizing: border-box;">手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/122zNSmpuHLL0BgEvEfBepZSjCaJER8lM/view?usp=sharing" style="box-sizing: border-box; color: #09adbf; text-decoration-line: none; background-color: transparent;">連結</a></span></p> <div>&nbsp;</div> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️嵌入式板卡及系統 47%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️產業電腦及工業控制 42%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️售後服務及其他 11%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️109年度:亞洲52.48%、美洲25.84%、歐洲16.56%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️主要客戶:</span><span style="font-size: 10.5pt; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">華為、OPPO、vivo、小米、realme、中興等等</span><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">,108年毛利率41.85%、109年43.94%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">市場概況</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10pt; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">以自有品牌「ADVANTECH」行銷全球,產品應用涵蓋醫療、娛樂、交通、安全監控、博弈等多項領域,有多元銷售模式,嵌入式板卡與產業電腦分別透過經銷商、設備商、集成商,經過加值與整合在各式設備與系統中,再賣給最終使用者,根據市調公司IHS報告,全球工業電腦市場2013至2022年的複合成長率約4%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">競爭對手</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10pt; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">美國:NCR、Radiant</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10pt; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台灣:威強電、安勤、研揚、廣積、凌華、樺漢</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/1/17 (客戶/經銷合約議題) 宣布與越南泰和綜合醫院舉行策略性合作簽約儀式,共同打造越南首家最大規模、全面進行數位轉型的智慧醫院,預計6月落成啟用</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/4/14 (客戶/經銷合約議題) 宣布與彩碤新能源簽署合作意向書,預計今年底完成全台首輛自製氫能源電動巴士</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/4/29 (營收/客戶變動或行銷策略) 第一季以嵌入式物聯網平台事業群(EIoT)、應用電腦事業群(ACG)及服務物聯網事業群(SIoT)表現最佳</span></p> <div><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">&nbsp;</span></div> <span id="docs-internal-guid-78a1349f-7fff-87ed-9d1e-2a0db6dd2a21"></span>
2022/05/25

【個股介紹】8155 博智

<p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">博智在5/5公布第一季財報:</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">1月1日累計至本期止營業收入936,694(仟元)、營業毛利278,209(仟元),</span><span style="font-family: Arial; color: #383838; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">第一季稅後淨利1.75億元,每股盈餘3.53元,創單季次高,主要受惠伺服器及工業電腦兩大產品需求強勁,在上週股市震盪下逆勢上漲,就讓我們來了解這家公司吧</span></span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介 【8155博智】</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">TibaMe學員優先獲得 【<span style="font-family: Arial; white-space: pre-wrap;">8155 博智</span>】個股儀表板 <br>手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1RmVBE5GvX9RaIctw_5D-64jBDDh4R97t/view?usp=sharing">連結</a></span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><br>公司業務:PCB製造</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">108年度:PCB 98.71%、其他1.29%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">109年度:PCB 98.75%、其他1.25%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">108年度:內銷54%、外銷46%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">109年度:內銷46%、外銷54%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">市場概況</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">109 全年伺服器出貨表現,受疫情影響季減 18%,但隨供應鏈恢復正常供貨,第二季季增達 28%,下半年客戶拉貨力道有所趨緩,但因考量全球疫情、及遠端辦公需求成長推波助瀾下,促大型資料中心積極拉貨而縮小第四季的季減幅度。 110 年全球疫情持續將對供應鏈的關鍵組件取得、組裝測試等作業有所影響,此外,尤其歐美地區企業客群可能受疫情影響經濟表現,而減少對伺服 器採購支出,將減弱品牌商的成長力道。但因疫情衍生的遠端辦公新型態,將擴大對雲端服務、線上購物、影音平台等大型資料中心業者的拉貨需求,此外,預估英特爾(Intel)及超微(AMD)新一代伺服器 CPU 平台將於 110 年上半大量鋪貨將 帶動伺服器換機潮,110 年全球伺服器出貨可望保持成長動能</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">競爭對手</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">國外:Nippon Mekrton、</span><span style="font-family: Arial; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">SEMCO</span><span style="font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">、</span><span style="font-family: Arial; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">lbiden</span></span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">國內:2368金像電、5469瀚宇博</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;">&nbsp;</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2020/7/6 (董監異動) 董事長推選,由張永青(仁寶電腦工業代表)續任</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2020/12/16 (營收/客戶變動或行銷策略) Whitley已進入小量產,預計明年第二季、第三季量產,Eagle Stream明年第一季會打樣</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/5/9 (營收/客戶變動或行銷策略) 2022年4月累計營收1,244,345仟元,年增43%,4月單月營收307,651仟元,年增37%</span></p> <div><span style="font-size: 11pt; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">&nbsp;</span></div> <span id="docs-internal-guid-853aed4c-7fff-f48d-548f-8ac181e450e4"></span>
2022/05/19

【個股介紹】6239 力成

<span style="color: #050505; font-family: 'Segoe UI Historic', 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 15px; white-space: pre-wrap; background-color: #ffffff;"><span style="color: #050505; font-family: 'Segoe UI Historic', 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 15px; white-space: pre-wrap; background-color: #ffffff;">力成(6239)今年首季營運表現亮眼,單季獲利29.2億元,創歷年同期新高,每股純益2.92元。而在致股東報告書中,董事長蔡篤恭表示將加大兩大技術應用投資,下面就讓我們來了解這間公司吧<br><br></span></span> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">上市公司簡介【6239力成科技】</span></p> <span style="color: #050505; font-family: 'Segoe UI Historic', 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 15px; white-space: pre-wrap; background-color: #ffffff;"><span style="color: #050505; font-family: 'Segoe UI Historic', 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 15px; white-space: pre-wrap; background-color: #ffffff;"><span style="color: #050505; font-family: Segoe UI Historic, Segoe UI, Helvetica, Arial, sans-serif;"><span style="font-size: 15px; white-space: pre-wrap;">TibaMe學員優先獲得 【6239 力成】個股儀表板 手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/176wDXSk_i8jbuLtkNrsnlNgWMjsxj2X2/view?usp=sharing">連結</a></span><br></span><br></span></span> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">公司業務:IC封測</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">營業比重</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️封裝68.73%</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️測試22.02%</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️模組9.16%</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️其他0.09</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">銷售地區</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️108年度:內銷20.15%、中港澳1.43%、日本35.96%、美洲17.21%、新加坡18.87%、歐洲3%、其他3.39%</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️109年度:內銷23.1%、中港澳2.39%、日本30.79%、美洲14.79%、新加坡22.79%、歐洲2.76%、其他3.02%</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">☑️主要客戶:</span><span style="font-size: 10pt; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">Micron、Intel、Toshiba、SanDisk等等,108年毛利率為20.32%,109年毛利率為20.32%</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">市場概況</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">力成為世界著名的半導體封測大廠,主要專注於記憶體封測業務,但是在合併超豐電子之後,開市提升邏輯晶片的封測業務,在2022年第一季邏輯晶片封測占比達36%,主要股東為美商金士頓集團。力成在台灣、中國、日本皆有設廠。</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">競爭對手</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">台商:</span><span style="font-size: 10pt; font-family: Verdana; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">日月光、矽品、南茂、華東、福懋、京元電、聯測、泰林</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">2022/04/26 力成舉行法說會,展望第2季,動態隨機存取記憶體(DRAM)標準型產品持穩,行動DRAM需求回升,繪圖晶片記憶體健康回溫;NAND型快閃記憶體(NAND Flash)晶圓供應受限狀況在3月已解決,預期量能逐步增加;預估封裝稼動率可到90%至95%高檔水準。</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">2022/04/26 中國大陸疫情對力成西安廠無影響,蘇州廠影響有限,占營收比重小,上海封控變數反而讓部分急單轉移到力成,產能還有些應付不過來。</span></p> <div><span style="font-size: 10.5pt; font-family: Arial; color: #363636; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">&nbsp;</span></div> <span style="color: #050505; font-family: 'Segoe UI Historic', 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 15px; white-space: pre-wrap; background-color: #ffffff;"><span id="docs-internal-guid-13a8f69a-7fff-c8fb-5bb0-7b12e6e3bdc8"></span></span>
2022/05/17

【個股介紹】2337 旺宏

<p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">記憶體廠旺宏在4/26舉辦法說會,並公布第一季財報,Q1合併營收115.98億元創歷史新高,毛利率48.3%為歷年同期次高,在經營方面,中國清零政策也對生產產生區域性影響,法說會中也回覆了目前市場對公司各種疑慮,下面小編先簡單為大家介紹這間公司,讓大家有個初步認識</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介【2337</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">旺宏</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">】<br><span style="box-sizing: border-box; color: #333333; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;"><span style="box-sizing: border-box;" id="docs-internal-guid-60f20d5f-7fff-442c-59c3-3f4b6e6f006c"><span style="box-sizing: border-box; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">TibaMe學員優先獲得 </span></span></span><span style="color: #333333;">【</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2337</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">旺宏</span><span style="color: #333333;">】</span><span style="box-sizing: border-box; color: #333333;">個股儀表板<br style="box-sizing: border-box;">手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1EFkfURMoRVVkQKo2JaSepqMzES3exkRu/view?usp=sharing" style="box-sizing: border-box; color: #09adbf; text-decoration-line: none; background-color: transparent;">連結</a></span><br></span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司業務:</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">積體電路、記憶體晶片之設計、製造及銷售</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">記憶體產品及晶圓代工</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"> </span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">99.99&nbsp; </span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">%&nbsp;</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️️IC</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">設計0.01%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️109年度:</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台灣</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">80.3%、</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">中國大陸</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">16.08%、</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">其他地區</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">3.62%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️110年度:</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台灣</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">76.17%、</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">中國大陸19.04 </span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">%、</span><span style="font-size: 10.5pt; font-family: 'Microsoft JhengHei'; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">其他地區</span><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">4.79%</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">市場概況</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">半導體記憶體是利用電力控制半導體的電路,能夠保留、儲存資料的半導體電路裝置。和磁碟、光碟裝置等相比,擁有讀取及寫入資料的速度快、記錄密度高、消耗功率少、耐振動</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">等優點。記憶體主要用於內存,主要終端產品有:電腦、伺服器、消費電子、穿戴式裝置、智慧電視、路由器等。</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">競爭對手</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">陸商:兆易創新</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">美商:Micron、Cypress</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台商:2344華邦電</span></p> <p style="line-height: 1.3800000000000001; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><br>公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.3800000000000001; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2021/12/28(成本/產能變動或資本支出)旺宏公告董事會通過2022年經常性資本支出預算,預計投資金額新台幣17.05億元。</span></p> <p style="line-height: 1.3800000000000001; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2021/11/11(成本/產能變動或資本支出)旺宏電子於2020年6月通過第一案臺商回臺投資事件內容方案,進行3D NAND快閃記憶體研發,預計在2021今年底完成製程開發。近年來朝3D NAND及先進NOR高階應用產品發展,再加上自美中貿易戰以來營運採深化在臺投資策略,為此加碼斥資逾180億元在臺投資第二案,計劃招募97名高科技人才,擴建新竹科學園區旺宏晶圓5廠。</span></p> <p style="line-height: 1.3800000000000001; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2021/10/29(成本/產能變動或資本支出)旺宏2021/9/30~2021/10/29向Lam Research International Sdn. Bhd.訂購機器設備供生產及研發用,交易總金額新台幣2,574,806仟元。</span></p> <div><span style="font-size: 10.5pt; font-family: Arimo, sans-serif; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">&nbsp;</span></div> <span id="docs-internal-guid-19247beb-7fff-0705-44d5-72aaf63d478e"></span>
2022/05/12

【個股介紹】8210 勤誠

<p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">哈囉!! 各位學員們,TEJ之前在<a rel="noopener" target="_blank" href="https://medium.com/tej-%E7%9F%A5%E8%AD%98%E9%9B%86/tej%E7%9F%A5%E8%AD%98%E9%9B%86-%E4%BC%BA%E6%9C%8D%E5%99%A8-b46eb018407c">Medium文章分享-伺服器</a>,文章中提及機殼產業,其中專注伺服器機殼39年的勤誠在上個月舉辦法說會,雖然去年因原物料上漲導致毛利率、營利率等財務數據不如預期,但在全球雲端及邊緣運算等設施的資本支出增長強勁且原物料價格有望緩解下,仍看好之後的成長,下面就讓我們一起來認識這家公司吧</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介 【8210勤誠】<br><span style="box-sizing: border-box; color: #333333; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;"><span style="box-sizing: border-box;" id="docs-internal-guid-60f20d5f-7fff-442c-59c3-3f4b6e6f006c"><span style="box-sizing: border-box; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;">TibaMe學員優先獲得 </span></span></span>【8210勤誠】<span style="box-sizing: border-box; color: #333333;">個股儀表板<br style="box-sizing: border-box;">手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1uswZM_397obR4uP_I9Dz-xyjXL6J6Ni2/view?usp=sharing" style="box-sizing: border-box; color: #09adbf; text-decoration-line: none; background-color: transparent;">連結</a></span><br></span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司業務:機架式、塔式伺服器及個人電腦機構方案設計及製造</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️Server/Storage 98%、PC 2%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">美國、中國、歐洲等</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️109年度:美國36%、中國41%、歐洲6%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️110年度:美國45%、中國33%、歐洲6%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️終端客戶為雲端服務商、企業、電信等,銷售方式七成由系統整合商(SI)、二成與EMs協同代工廠出貨給品牌廠、一成由經銷商出貨給系統加值商(SI/VAR)</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">市場概況</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">相較於一般OEM/ODM代工廠集中生產量大單一的機種,勤誠屬於利基型廠商,JDM的商業模式,由客戶提供主機板,公司提供解決方案,與客戶共同開發,具有高度客製化及設計/製造彈性的特性,像是AWS在導入Whitley平台,幾乎就是由勤誠獨家供應</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">競爭對手</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台廠:3693營邦、5465富</span><span style="font-family: Arial; color: #363636; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">驊</span><span style="font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">、9136巨騰、6117迎廣</span></span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2020/2/10 (成本/產能變動或資本支出) 勤誠興業產能有七成於中國,其產能座落封城及封閉式管理省份之家數占總集團家數八成</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2020/8/13 (營收/客戶變動或行銷策略) 勤誠召開法說會,中國訂單因上半年拉貨強勁,第三季客戶將進入短期調整,需求佳</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 14px; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2020/3/21 (成本/產能變動或資本支出) 2021年營收打94.2億元,原物料價格高漲,衝擊毛利率,使得毛利率衰退至19.6%</span></p> <div><span style="font-size: 11pt; font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">&nbsp;</span></div> <span id="docs-internal-guid-67e1c8cd-7fff-3fab-b5e1-60defb79bfad"></span>
2022/05/04

【個股介紹】-6269台郡

<p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台郡26日法說會公布雖然拉貨高峰已過,但客戶訂單需求仍在,Q1稅後純益仍年增51.5%,而中國封城將影響公司4、5月產能,估計較去年同期減少三至四成.....</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; color: #050505; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">那這家公司是做什麼的?競爭對手又有誰呢?這邊整理一些基本資訊,讓大家對公司有初步的認識</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">上市公司簡介????【6269台郡】<br><span style="font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><span id="docs-internal-guid-60f20d5f-7fff-442c-59c3-3f4b6e6f006c"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline;"><br>????TibaMe學員優先獲得 </span></span></span><span>【6269台郡】個股儀表板<br>手刀下載連結:<a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1x74s2XvmLhecaV9QX7pD1CWzUHcphtiZ/view?usp=sharing">連結</a></span><br></span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">????公司業務:軟式印刷電路板FPC</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">營業比重</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️FPC 100%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">銷售地區</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️108年度:內銷5.88%、亞洲地區40.09%、歐美地區54.12%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️109年度:內銷4.85%、亞洲地區32.90%、歐美地區62.25%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">☑️主要客戶:Apple,108年銷貨淨額比率53.52%、109年61.55%</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">????市場概況</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">印刷電路板是組裝電子元件所使用的基板,主要功能是將各項電子元件焊接在板上,可分為硬式、軟式、IC載板三類,其中軟式具有配線密度高、輕薄短小、延展伸縮等特性,主要用於消費性電子產品,目前全球最大市場以手機為主,近年影像感測器、LED燈組等車用領域及超音波檢查機、高頻天線等生醫領域正在崛起</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">????競爭對手</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">日商:Nippon Mektron、Fujikura、Smitomo</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">韓商:Interflex、SI Flex</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">美商:M-Flex、Innovex</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">台商:3321同泰、6153嘉聯益、4958臻鼎-KY</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr">&nbsp;</p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">????公司近年事件(TCRI看門狗)</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2019/04/30 (成本/產能變動或資本支出) 公司因蘋果為其新款平板、NB備貨,釋出背光模組用軟板之大量訂單</span></p> <p style="line-height: 1.38; background-color: #ffffff; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px; font-family: Arial; background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2019/07/30 (營收/客戶變動或行銷策略) MPI產品比重增加,毛利率看升</span></p> <p style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" dir="ltr"><span style="font-size: 18px;"><span style="font-family: Arial; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">2022/07/28 (成本/產能變動或資本支出) 既有產能足以支應目前市場Sub-6應用手機需求,近期在高雄和發新廠建置逐步到位,未來將專供LCP為主的產品<br></span></span><span style="font-size: 18px;"><br>最後,如果有甚麼想法也歡迎大家在問題與討論區留言與我們進一步討論唷!&nbsp;</span></p> <span id="docs-internal-guid-7137978d-7fff-b52f-7de7-0e063229a735"></span>
2022/04/26

【資訊分享】課程上完意尤未盡嗎? 一起來和我們認識更多公司營運資訊唷

<p class="MsoNormal"><span style="font-family: 'Microsoft JhengHei';"><span style="color: #212529; background: white;">各位學員週末好:</span><span style="color: #212529;" lang="EN-US"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"></span><span style="color: #212529; background: white;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">感謝大家對於本課程的支持,我們近期會期分享一些上市櫃公司的介紹,讓各位同學們可以多加認識一些市場的資訊,進而達到學以致用的目的。話不多說,我們先來看個簡單的範例吧</span><span style="color: #212529; background: white;" lang="EN-US">!!&nbsp;</span></span><strong><span style="color: #169179; background: white;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">附檔是一間上市公司中鋼的範例</span></span></span></strong><span style="color: #212529; background: white;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">,相信大家</span><span style="color: #212529; background: white;" lang="EN-US">GOOGLE</span><span style="color: #212529; background: white;">一下就會找尋到這間公司相關的很多資訊比如像是財金新聞、電視或是</span><span style="color: #212529; background: white;" lang="EN-US">Youtuber</span><span style="color: #212529; background: white;">介紹這間公司的未來或整體的營運概況。這時候同學們就可以搭配我們提供範例一起對照一下,他們介紹的財務資訊是否和真實情況是一致的呢</span><span style="color: #212529; background: white;" lang="EN-US">? </span><span style="color: #212529; background: white;">一起搭配閱讀,相信可以協助各位同學不管是在投資或是分析上都可以達到事辦公倍的目的唷</span><span style="color: #212529; background: white;" lang="EN-US">!! ^^</span></span></span></p> <p class="MsoNormal"><span style="font-family: 'Microsoft JhengHei'; color: #212529; background: white;" lang="EN-US">&nbsp;</span></p> <p class="MsoNormal"><span style="font-family: 'Microsoft JhengHei';"><span style="color: #212529; background: white;">如果各位學員喜歡我們的課程,也可以透過以下連結追蹤我們的社群唷</span><span style="color: #212529; background: white;" lang="EN-US">!&nbsp;</span><span style="color: #212529;" lang="EN-US"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"></span><strong><span style="color: #169179; background: white;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">連結:</span></span></span></strong><strong><span style="color: #169179; background: white;" lang="EN-US">https://reurl.cc/rD8nGN</span></strong><span style="color: #212529;" lang="EN-US"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"></span><span style="color: #212529; background: white;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">再次感謝大家對於本課程的支持</span></span><span style="color: #212529;" lang="EN-US"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"><span style="background: white;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">PS. </span></span><span style="color: #212529; background: white;">小編偷偷告訴大家,這個個股儀表板是個位學員優先擁有的福利唷</span><span style="color: #212529; background: white;" lang="EN-US">!!&nbsp;</span></span><span style="color: #212529;" lang="EN-US"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"><br style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;"><span style="background: white;"><span style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; word-spacing: 0px;">2002 </span></span><span style="color: #212529; background: white;">中鋼:</span></span><span lang="EN-US"><a rel="noopener" target="_blank" href="https://drive.google.com/file/d/1xUSwiyml42seYxrVL8FlN7D72T-gzw-o/view?usp=sharing" title="【TEJ】2002 東鋼個股儀表板" style="box-sizing: border-box; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; word-spacing: 0px;"><span style="color: #09adbf; background: white; text-decoration: none;" lang="EN-US"><span lang="EN-US">點我領取</span></span></a></span></span></p>
2022/01/18

【培養你的財洞力】課前、課後思考題上架囉~

各位財洞力的學員們大家好<br><br>在影片學習的過程中,相信您一定很想知道影片中所提供的思考題"解答"到底是什麼?而自己在學習後,所做出的判斷與回答是否合適與正確?<br><br>現在45支影片所搭配的課前、課後思考題的解答,已全數上傳完成囉!<br>您可以在觀看完一段教學影片後,利用影片中所學到的知識,先試著自己思考一下,再到下一小節觀看解答與回饋~幫助檢視自己是不是真的有了解財報中要注意的眉眉角角,避開投資風險~<br><img alt="" height="388" width="1055" src="https://cdn-static.tibame.com/notification/73742/images/6db4302f-a7e5-4845-a022-f937d986fade.png"><br><br>祝大家學習愉快!<br><br>TibaMe團隊
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Edward Chou
關於【課前/後思考題解析】是否可提供下載為附件。
Edward Chou · 2022/06/29 16:44
Hubert
聽說TEJ是一家很厲害的公司,想了解一下
Hubert · 2022/05/04 16:29
大衛
能看多久?
大衛 · 2022/04/22 20:05
YiChing
常續性利益怎麼算
YiChing · 2022/04/05 19:59
Momo
請問課前與課後思考題的分析會提供嗎?
Momo · 2022/01/02 19:47
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全級別課程
課程共 127 小節67 影片 ( 8.7 小時 )60 文章

課程目標


資產負債表
損益表
現金流量表
透過9大基礎財務比率定義認識公司體質,分析公司財務報表、還原公司真實情況。
了解除了財報以外的4個重要細節,避開隱藏地雷。

課程介紹














每段影片內容架構也都經過精心的設計,在7~15分鐘的影片中包含除了精彩活潑的學習內容外,更搭配相關思考題練習,不僅懂更能學以致用、延伸思考,為你帶來不同以往的財報學習新體驗!


學習內容與相關資源,於購買起算1年學習時間。





誰適合學習這門課程呢?

如果你有以下需求,這門課程都非常歡迎你來學習!

  • 想了解股市、公司入股、創業等等投資需求的風險地雷,進而趨吉避凶的優質投資人。
  • 想知道哪間公司前景看好、有利自己職涯發展的求職者。
  • 想為未來升遷做準備,培養管理職必備技能的人。

學習前需要有什麼基本能力呢?

  • 不需要基礎,人人都可以學,人人都需要財報能力!

學習前需要準備什麼呢?

✔ 一顆想跟上時代步伐、隨時迎接新觀點,為個人為公司創造新機會的心!
✔ 一台可以上網的電腦或是在行動載具(手機、平板)上安裝TibaMe APP就可以進行學習,讓你不管是通勤途中或是下班在家,都可以快速又便利的汲取知識唷!

全級別課程
課程共 127 小節67 影片 ( 8.7 小時 )60 文章
關於講師
TEJ

TEJ為台灣本土第一大財金資訊公司,成立於 1990 年,專門提供金融市場基本分析所需資訊,以及信用風險、市場風險、資產評價、投資分析及公司治理分析等解決方案及顧問服務。鑒於財務金融領域日趨多元與複雜,TEJ 結合實務與學術界的精英人才,致力於開發機器學習ML、人工智慧AI及自然語言處理NLP等新技術,持續提供創新服務

課程大綱


  • 1.資產負債表
  • 公司是”富二代”還是”負二代”?(上)


    11:51

    【課前/後思考題解析】公司是”富二代”還是”負二代”?(上)


    公司是”富二代”還是”負二代”?(下)


    09:32

    【課前/後思考題解析】公司是”富二代”還是”負二代”?(下)


    【延伸閱讀】試析IAS40投資性不動產公報之影響


    【延伸閱讀】投資性不動產採用公允價值入帳之觀察:一般產業


    【延伸閱讀】泡沫製造機:併購--樂陞案啟示


    【延伸閱讀】IFRS9以成本衡量之金融資產以公允價值入帳之觀察:一般產業


    【延伸閱讀】IFRS3台灣反向收購之會計處理


  • 2.損益表
  • 公司的獲利從哪裡來?(上)


    12:52

    【課前/後思考題解析】公司的獲利從哪裡來?(上)


    公司的獲利從哪裡來?(下)


    12:55

    【課前/後思考題解析】公司的獲利從哪裡來?(下)


    【延伸閱讀】創意會計:懷特、基泰、力麗、威寶


  • 3.現金流量表
  • 公司財務自由了嗎?(上)


    08:22

    【課前/後思考題解析】公司財務自由了嗎?(上)


    公司財務自由了嗎?(中)


    06:00

    【課前/後思考題解析】公司財務自由了嗎?(中)


    公司財務自由了嗎?(下)


    09:45

    【課前/後思考題解析】公司財務自由了嗎?(下)


  • 4.ROE
  • 教你如何跟巴菲特一樣分析公司?(上)


    08:33

    【課前/後思考題解析】教你如何跟巴菲特一樣分析公司?(上)


    教你如何跟巴菲特一樣分析公司?(中)


    09:31

    【課前/後思考題解析】教你如何跟巴菲特一樣分析公司?(中)


    教你如何跟巴菲特一樣分析公司?(下)


    10:50

    【課前/後思考題解析】教你如何跟巴菲特一樣分析公司?(下)


    【延伸閱讀】ROE再探評價用財務比率及評價乘數


    【延伸閱讀】ROE評價用財務比率試析


  • 5.營業利益率
  • 帶你找出誰是產業”扶不起的阿斗”? (上)


    12:16

    【課前/後思考題解析】帶你找出誰是產業”扶不起的阿斗”? (上)


    帶你找出誰是產業”扶不起的阿斗”? (中)


    10:15

    【課前/後思考題解析】帶你找出誰是產業”扶不起的阿斗”? (中)


    帶你找出誰是產業”扶不起的阿斗”? (下)


    07:28

    【課前/後思考題解析】帶你找出誰是產業”扶不起的阿斗”? (下)


    【延伸閱讀】存貨公報之修訂內容及影響


    【延伸閱讀】新存貨公報適用之影響有多大?


    【延伸閱讀】IFRS10及11新試用--銷除潤泰集團獲利暴增怪象


  • 6.現金股利支付率
  • 那些公司對股東最好? (上)


    06:25

    【課前/後思考題解析】那些公司對股東最好? (上)


    那些公司對股東最好? (中)


    06:47

    【課前/後思考題解析】那些公司對股東最好? (中)


    那些公司對股東最好? (下)


    08:36

    【課前/後思考題解析】那些公司對股東最好? (下)


  • 7.收款天數
  • 那些公司對客戶最好,對股東最壞? (上)


    09:12

    【課前/後思考題解析】那些公司對客戶最好,對股東最壞? (上)


    那些公司對客戶最好,對股東最壞? (中)


    11:57

    【課前/後思考題解析】那些公司對客戶最好,對股東最壞? (中)


    那些公司對客戶最好,對股東最壞? (下)


    07:08

    【課前/後思考題解析】那些公司對客戶最好,對股東最壞? (下)


  • 8.售貨天數
  • 公司產品熱銷嗎? (上)


    08:43

    【課前/後思考題解析】公司產品熱銷嗎? (上)


    公司產品熱銷嗎? (中)


    07:52

    【課前/後思考題解析】公司產品熱銷嗎? (中)


    公司產品熱銷嗎? (下)


    07:46

    【課前/後思考題解析】公司產品熱銷嗎? (下)


  • 9.速動比率
  • 那些老闆在跑”三點半”? (上)


    05:02

    【課前/後思考題解析】那些老闆在跑”三點半”? (上)


    那些老闆在跑”三點半”? (中)


    06:51

    【課前/後思考題解析】那些老闆在跑”三點半”? (中)


    那些老闆在跑”三點半”? (下)


    06:41

    【課前/後思考題解析】那些老闆在跑”三點半”? (下)


    【延伸閱讀】採用IFRS對財務比率影響試析--以售貨天數、速動比率及營業利益率為例


  • 10.利息支出率
  • 舉債是帶公司上天堂還是下地獄? (上)


    10:32

    【課前/後思考題解析】舉債是帶公司上天堂還是下地獄? (上)


    舉債是帶公司上天堂還是下地獄? (中)


    05:39

    【課前/後思考題解析】舉債是帶公司上天堂還是下地獄? (中)


    舉債是帶公司上天堂還是下地獄? (下)


    05:36

    【課前/後思考題解析】舉債是帶公司上天堂還是下地獄? (下)


  • 11.借款依存度
  • 教你認識那些公司用別人的錢賺錢? (上)


    07:04

    【課前/後思考題解析】教你認識那些公司用別人的錢賺錢? (上)


    教你認識那些公司用別人的錢賺錢? (中)


    08:18

    【課前/後思考題解析】教你認識那些公司用別人的錢賺錢? (中)


    教你認識那些公司用別人的錢賺錢? (下)


    07:03

    【課前/後思考題解析】教你認識那些公司用別人的錢賺錢? (下)


    【延伸閱讀】財務比率計算應注意事項--以收款天數及借款依存度為例


    【延伸閱讀】IFRS16租賃公報影響試析


  • 12.殖利率
  • 帶你認識如何像包租公一樣躺著賺錢? (上)


    07:42

    【課前/後思考題解析】帶你認識如何像包租公一樣躺著賺錢? (上)


    帶你認識如何像包租公一樣躺著賺錢? (中)


    06:40

    【課前/後思考題解析】帶你認識如何像包租公一樣躺著賺錢? (中)


    帶你認識如何像包租公一樣躺著賺錢? (下)


    08:21

    【課前/後思考題解析】帶你認識如何像包租公一樣躺著賺錢? (下)


  • 13.CPA
  • 如何解讀會計師的隻字片語?(上)


    07:26

    【課前/後思考題解析】如何解讀會計師的隻字片語?(上)


    如何解讀會計師的隻字片語?(中)


    08:40

    【課前/後思考題解析】如何解讀會計師的隻字片語?(中)


    如何解讀會計師的隻字片語?(下)


    09:14

    【課前/後思考題解析】如何解讀會計師的隻字片語?(下)


  • 14.月營收
  • 帶你認識那些公司才是真正的成長? (上)


    08:49

    【課前/後思考題解析】帶你認識那些公司才是真正的成長? (上)


    帶你認識那些公司才是真正的成長? (中)


    08:51

    【課前/後思考題解析】帶你認識那些公司才是真正的成長? (中)


    帶你認識那些公司才是真正的成長? (下)


    09:52

    【課前/後思考題解析】帶你認識那些公司才是真正的成長? (下)


  • 15.關係人
  • 有關係就沒關係嗎? (上)


    07:57

    【課前/後思考題解析】有關係就沒關係嗎? (上)


    有關係就沒關係嗎? (中)


    07:21

    【課前/後思考題解析】有關係就沒關係嗎? (中)


    有關係就沒關係嗎? (下)


    10:07

    【課前/後思考題解析】有關係就沒關係嗎? (下)


    【延伸閱讀】上市櫃公司關係人交易概況


  • 16.背書保證
  • 帶你發現公司”隱藏”的負債 (上)


    05:39

    【課前/後思考題解析】帶你發現公司”隱藏”的負債 (上)


    帶你發現公司”隱藏”的負債 (下)


    07:44

    【課前/後思考題解析】帶你發現公司”隱藏”的負債 (下)


  • 17.透過台開個股案例,快速了解財報秘密找出地雷股
  • 台開簡介


    01:24

    巴菲特最愛的比率—常續性ROE


    10:57

    老闆在趕三點半—速動比率


    03:23

    公司真的賺錢嗎?—CFO


    08:25

    如何偵測泡沫商譽


    04:22

    如何偵測泡沫固定資產


    05:08
  • 18.透過公司個案帶你快速進入財報分析領域
  • 簡介淘帝KY


    06:29

    哪些公司對股東最好—股利支付率


    08:53

    不公平的交易—關係人交易


    16:44

    重大非財務警訊—大股東持股及質押


    07:28

    何謂無效營收?


    01:47

    偵測無效營收—以愛地雅為例


    08:09
  • 19.從財報細節洞悉公司競爭力
  • 中國恒大簡介


    05:42

    從借款依存度及三條紅線看恒大


    03:54

    如何揪出恒大的隱藏借款?


    10:14

    從借款依存度‧三條紅線及隱藏借款觀察是否還有其他潛在地雷?


    04:16

    帶你閱讀月營收資訊


    05:37

    從航運三雄實戰分析月營收資訊


    09:19

    不能淡忘的淡旺季 – 去年同期營收成長率、移動十二個月


    04:41

    被財神偷走的營收 – 合併一二月、移動十二個月


    02:51

    公司合併造成營收上升


    03:29

    停業單位造成營收下降


    05:52

課程附件


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