以基本面及本益比為基礎之績優股票挑選資訊系統

The Blue-Chip Stocks Selection System based on the Fundamentals and PE Ratio

陳怡穎(Yi-Ying Chen)

指導教授 ： 何正斌

國立屏東科技大學/管理學院/工業管理系所/碩士(2014年)

https://doi.org/10.6346/NPUST.2014.00065

摘要

隨著物價上漲及投資理財觀念盛行，許多人投入股票市場以賺取獲利。然而，目前市面上關於股票投資的書籍資料或網站，多需要專業能力及長時間研究才能發揮其用途。因此，當投資者在進行股票投資時，往往由於錯誤判斷、盲目跟進或追高走低，而導致股票套牢嚴重虧損。所以本研究目的即在於設計一操作簡單、理解容易、更新快速的「績優股票挑選資訊系統」以做為投資者選股的參考。本研究從股市網站蒐集相關基本資訊，運用Excel匯入Web即時資料功能，結合VBA巨集語言，設計出「績優股票挑選資訊系統」。此系統不僅提供即時下載網路最新個股基本資料、收盤價及本益比，且資料經系統標準化程序、使用者自訂權重及內建本益比投資訊號分析整理後，增加資料的可讀性及使用性。最後經由實際操作，證實基本面選股策略確能篩選出體質優良之績優股。

關鍵字

基本分析 ； 選股指標 ； 本益比 ； 資訊系統

並列摘要

With the prevailing of investment banking concept and price rising, many people earn profits by investing stock market. However, current information on the books or websites about stock investments always needed more expert ability and long time to research in order to exert its application. When investors are making stock investments, always result in serious losses or tied up in the stock market due to misjudgment, blindly investment, buying at high price or selling at low price. Therefore, the purpose of this study is to design a simple operation and easier to understand “Blue-Chip Stocks Selection System” as a stock selection reference for the investors. This study collected basic information from the stock market websites and using Excel to import real-time data combining with VBA macro instruction, which then designed the “Blue-Chip Stocks Selection System”. By the system selected blue-chip investment target, then estimate the profitability after investing for a short term and comparing with the market price index at the same period of time. Not only the system provides the newest basic information, closing price and PE ratio for each stock, but through standardization of index, weighted index by users, and investment signal through PE ratios, the readability and usability of data increases. Finally, the study proves the fundamental analysis of all stocks can help to find good blue-chip stocks.

並列關鍵字

Fundamental Analysis ； Stock Selection Indicators ； PE Ratio ； Information Systems

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