histock-simplefilter 0.2.0 → 0.6.0

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data/.rspec CHANGED
@@ -1,2 +1,3 @@
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+ --require spec_helper
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  --format documentation
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  --color
@@ -4,3 +4,5 @@ cache: bundler
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  rvm:
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  - 2.5.8
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  before_install: gem install bundler -v 2.1.4
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+ notifications:
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+ email: false
@@ -1,3 +1,35 @@
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+ ## v0.6.0
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+ [full changelog](http://github.com/ysato5654/histock-simplefilter/compare/v0.5.0...v0.6.0)
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+
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+ * support new request
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+ - company profile
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+
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+ ## v0.5.0
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+ [full changelog](http://github.com/ysato5654/histock-simplefilter/compare/v0.4.1...v0.5.0)
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+
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+ * support new request
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+ - price to earning ratio
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+ - price book ratio
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+
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+ ## v0.4.1
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+ [full changelog](http://github.com/ysato5654/histock-simplefilter/compare/v0.4.0...v0.4.1)
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+
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+ * add error handling
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+
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+ ## v0.4.0
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+ [full changelog](http://github.com/ysato5654/histock-simplefilter/compare/v0.3.0...v0.4.0)
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+
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+ * support new request
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+ - profit ratio
24
+ - income rate
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+
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+ ## v0.3.0
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+ [full changelog](http://github.com/ysato5654/histock-simplefilter/compare/v0.2.0...v0.3.0)
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+
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+ * change request name
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+ - before: financial statements
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+ after: monthly revenue
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+
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  ## v0.2.0
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  [full changelog](http://github.com/ysato5654/histock-simplefilter/compare/v0.1.2...v0.2.0)
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data/Gemfile CHANGED
@@ -2,3 +2,7 @@ source 'https://rubygems.org'
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  # Specify your gem's dependencies in histock-simplefilter.gemspec
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  gemspec
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+
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+ group :test do
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+ gem 'coveralls', require: false
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+ end
data/README.md CHANGED
@@ -1,9 +1,13 @@
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1
  [![Gem Version](https://badge.fury.io/rb/histock-simplefilter.svg)](https://badge.fury.io/rb/histock-simplefilter)
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  [![Build Status](https://travis-ci.org/ysato5654/histock-simplefilter.svg?branch=master)](https://travis-ci.org/ysato5654/histock-simplefilter)
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+ [![Coverage Status](https://coveralls.io/repos/github/ysato5654/histock-simplefilter/badge.svg?branch=master)](https://coveralls.io/github/ysato5654/histock-simplefilter?branch=master)
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4
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  # Histock::Simplefilter
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- [HiStock嗨投資理財社群](https://histock.tw/) filter by Ruby
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+ histock-simplefilter is Ruby library to get the finance data of listed stock on the Taiwan stock exchange market from [HiStock嗨投資理財社群](https://histock.tw/).
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+ The library provides you to basic output data.
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+
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+ If you would like to get more organized data, refer to [histock-filter](https://github.com/ysato5654/histock-filter).
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  ## Installation
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@@ -27,37 +31,15 @@ $ gem install histock-simplefilter
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  ## Usage
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30
- ### Dividend policy
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+ ### Basic Financial Statements (基本財報)
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35
 
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- ```rb
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- histock = Histock::Simplefilter.new
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- histock.dividend_policy('2330')
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- # [
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- # ["所屬年度", "發放年度", "除權日", "除息日", "除權息前股價", "股票股利", "現金股利", "EPS", "配息率", "現金殖利率", "扣抵稅率", "增資配股率", "增資認購價"],
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- # ["2019", "2020", "-", "06/18", "297.5", "0", "2.5", "13.32", "0.1877", "0.0084", "0", "0", "0"],
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- # ["2019", "2020", "-", "03/19", "260", "0", "2.5", "13.32", "0.1877", "0.0096", "0", "0", "0"],
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- # ["2018", "2019", "-", "12/19", "344.5", "0", "2.5", "13.54", "0.1846", "0.0073", "0", "0", "0"],
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- # ["2018", "2019", "-", "09/19", "267", "0", "2", "13.54", "0.1477", "0.0075", "0", "0", "0"],
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- # ["2018", "2019", "-", "06/24", "248.5", "0", "8", "13.54", "0.5908", "0.0322", "0", "0", "0"],
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- # ["2017", "2018", "-", "06/25", "227.5", "0", "8", "13.23", "0.6047", "0.0352", "0", "0", "0"],
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- # ["2016", "2017", "-", "06/26", "217", "0", "7", "12.89", "0.5431", "0.0323", "0.1394", "0", "0"],
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- # ["2015", "2016", "-", "06/27", "159", "0", "6", "11.82", "0.5076", "0.0377", "0.1257", "0", "0"],
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- # ["2014", "2015", "-", "06/29", "146", "0", "4.5", "10.18", "0.442", "0.0308", "0.1113", "0", "0"],
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- # ["2013", "2014", "-", "07/14", "136.5", "0", "3", "7.26", "0.4132", "0.022", "0.0978", "0", "0"],
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- # ["2012", "2013", "-", "07/03", "110", "0", "3", "6.41", "0.468", "0.0273", "0.0775", "0", "0"],
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- # ["2011", "2012", "-", "07/04", "84.2", "0", "3", "5.18", "0.5792", "0.0356", "0.0669", "0", "0"],
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- # ["2010", "2011", "-", "06/29", "72.5", "0", "3", "6.24", "0.4808", "0.0414", "0.0496", "0", "0"],
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- # ["2009", "2010", "-", "07/06", "61.4", "0", "3", "3.45", "0.8696", "0.0489", "0.0985", "0", "0"],
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- # ["2008", "2009", "07/15", "07/15", "55.8", "0.05", "3", "3.86", "0.7772", "0.0538", "0", "0", "0"],
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- # ["2007", "2008", "07/16", "07/16", "55.8", "0.05", "3.03", "-", "-", "0", "0.0186", "0.02", "0"]
53
- # ]
54
- ```
55
-
56
- ### Financial statements
36
+ #### Monthly Revenue (每月營收)
57
37
 
58
38
  ```rb
39
+ require 'histock/simplefilter'
40
+
59
41
  histock = Histock::Simplefilter.new
60
- histock.financial_statements('2330')
42
+ histock.monthly_revenue('2330') # code '2330' is TSMC
61
43
  # [
62
44
  # ["年度/月份", "單月營收", "去年同月營收", "單月月增率", "單月年增率", "累計營收", "去年累計營收", "累積年增率"],
63
45
  # ["2020/04", "96,001,568", "74,693,616", "-15.4%", "28.5%", "406,598,784", "293,398,112", "38.6%"],
@@ -71,6 +53,117 @@ histock.financial_statements('2330')
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53
  # ["2019/08", "106,117,600", "91,055,040", "25.2%", "16.5%", "650,578,304", "646,781,376", "0.6%"],
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  # ["2019/07", "84,757,728", "74,370,928", "-1.3%", "14%", "544,460,672", "555,726,400", "-2%"],
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  # ["2019/06", "85,867,928", "70,438,304", "6.8%", "21.9%", "459,702,912", "481,355,488", "-4.5%"],
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- # ["2019/05", "80,436,928", "80,968,736", "7.7%", "-0.6%", "373,835,008", "410,917,184", "-9%"],
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+ # ["2019/05", "80,436,928", "80,968,736", "7.7%", "-0.6%", "373,835,008", "410,917,184", "-9%"]
57
+ # ]
58
+ ```
59
+
60
+ #### Income Statement (損益表)
61
+
62
+ ```rb
63
+ histock = Histock::Simplefilter.new
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+ histock.income_statement('2330')
65
+ # [
66
+ # ["年度/季別", "營收", "毛利", "營業利益", "稅前淨利", "稅後淨利"],
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+ # ["2019Q4", "317,237,065", "159,240,985", "124,243,722", "128,781,973", "116,078,194"],
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+ # ["2019Q3", "293,045,439", "139,432,161", "107,887,292", "112,336,271", "101,102,454"],
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+ # ["2019Q2", "240,998,475", "103,673,230", "76,304,053", "80,545,440", "66,775,851"],
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+ # ["2019Q1", "218,704,469", "90,352,125", "64,266,023", "68,181,652", "61,387,310"],
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+ # ["2018Q4", "289,770,193", "138,042,400", "107,123,251", "111,082,092", "100,005,385"],
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+ # ["2018Q3", "260,347,882", "123,380,843", "95,245,181", "98,896,942", "89,098,072"],
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+ # ["2018Q2", "233,276,811", "111,588,104", "84,428,146", "87,587,608", "72,293,375"],
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+ # ["2018Q1", "248,078,671", "124,974,694", "96,826,946", "99,943,621", "89,787,574"]
75
+ # ]
76
+ ```
77
+
78
+ ### Dividend Policy (股利政策)
79
+
80
+ #### 除權除息
81
+
82
+ ```rb
83
+ histock = Histock::Simplefilter.new
84
+ histock.dividend_policy('2330')
85
+ # [
86
+ # ["所屬年度", "發放年度", "除權日", "除息日", "除權息前股價", "股票股利", "現金股利", "EPS", "配息率", "現金殖利率", "扣抵稅率", "增資配股率", "增資認購價"],
87
+ # ["2019", "2020", "", "06/18", "297.5", "0", "2.5", "13.32", "0.1877", "0.0084", "0", "0", "0"],
88
+ # ["2019", "2020", "", "03/19", "260", "0", "2.5", "13.32", "0.1877", "0.0096", "0", "0", "0"],
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+ # ["2018", "2019", "", "12/19", "344.5", "0", "2.5", "13.54", "0.1846", "0.0073", "0", "0", "0"],
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+ # ["2018", "2019", "", "09/19", "267", "0", "2", "13.54", "0.1477", "0.0075", "0", "0", "0"],
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+ # ["2018", "2019", "", "06/24", "248.5", "0", "8", "13.54", "0.5908", "0.0322", "0", "0", "0"],
92
+ # ["2017", "2018", "", "06/25", "227.5", "0", "8", "13.23", "0.6047", "0.0352", "0", "0", "0"],
93
+ # ["2016", "2017", "", "06/26", "217", "0", "7", "12.89", "0.5431", "0.0323", "0.1394", "0", "0"],
94
+ # ["2015", "2016", "", "06/27", "159", "0", "6", "11.82", "0.5076", "0.0377", "0.1257", "0", "0"],
95
+ # ["2014", "2015", "", "06/29", "146", "0", "4.5", "10.18", "0.442", "0.0308", "0.1113", "0", "0"],
96
+ # ["2013", "2014", "", "07/14", "136.5", "0", "3", "7.26", "0.4132", "0.022", "0.0978", "0", "0"],
97
+ # ["2012", "2013", "", "07/03", "110", "0", "3", "6.41", "0.468", "0.0273", "0.0775", "0", "0"],
98
+ # ["2011", "2012", "", "07/04", "84.2", "0", "3", "5.18", "0.5792", "0.0356", "0.0669", "0", "0"],
99
+ # ["2010", "2011", "", "06/29", "72.5", "0", "3", "6.24", "0.4808", "0.0414", "0.0496", "0", "0"],
100
+ # ["2009", "2010", "", "07/06", "61.4", "0", "3", "3.45", "0.8696", "0.0489", "0.0985", "0", "0"],
101
+ # ["2008", "2009", "07/15", "07/15", "55.8", "0.05", "3", "3.86", "0.7772", "0.0538", "0", "0", "0"],
102
+ # ["2007", "2008", "07/16", "07/16", "55.8", "0.05", "3.03", "-", "-", "0", "0.0186", "0.02", "0"]
103
+ # ]
104
+ ```
105
+
106
+ ### Profitability (獲利能力)
107
+
108
+ #### Profit Ratio (利潤比率)
109
+
110
+ ```rb
111
+ histock = Histock::Simplefilter.new
112
+ histock.profit_ratio('2330')
113
+ ```
114
+
115
+ #### Income Rate (報酬率)
116
+
117
+ ```rb
118
+ histock = Histock::Simplefilter.new
119
+ # monthly data
120
+ histock.income_rate('2330', 'month')
121
+ # quarterly data
122
+ histock.income_rate('2330', 'quarter')
123
+ # yearly data
124
+ histock.income_rate('2330', 'year')
125
+ ```
126
+
127
+ ### Corporate Value (企業價值)
128
+
129
+ #### PER (本益比)
130
+
131
+ ```rb
132
+ histock = Histock::Simplefilter.new
133
+ histock.price_to_earning_ratio('2330')
134
+ # [
135
+ # ["年度/月份", "本益比"],
136
+ # ["2020/06", "20.44"],
137
+ # [],
138
+ # :
75
139
  # ]
76
140
  ```
141
+
142
+ #### PBR (股價淨值比)
143
+
144
+ ```rb
145
+ histock = Histock::Simplefilter.new
146
+ histock.price_book_ratio('2330')
147
+ # [
148
+ # ["年度/月份", "股價淨值比"],
149
+ # ["2020/06", "4.89"],
150
+ # [],
151
+ # :
152
+ # ]
153
+ ```
154
+
155
+ ### Request Lists (Method)
156
+
157
+ | Category | Request (Ch) | Request (En) | Source URL |
158
+ |--|--|--|--|
159
+ | 基本財報 | 每月營收 | Monthly Revenue | https://histock.tw/stock/financial.aspx?no=CODE&t=1&st=1 |
160
+ | 基本財報 | 損益表 | Income Statement | https://histock.tw/stock/financial.aspx?no=CODE&t=1&st=4 |
161
+ | 股利政策 | 除權除息 | | https://histock.tw/stock/financial.aspx?no=CODE&t=2 |
162
+ | 獲利能力 | 利潤比率 | Profit Ratio | https://histock.tw/stock/financial.aspx?no=CODE&t=3&st=1 |
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+ | 獲利能力 | 報酬率(單一季) | Income Rate | https://histock.tw/stock/financial.aspx?no=CODE&t=3&st=2&q=1 |
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+ | 獲利能力 | 報酬率(近四季) | Income Rate | https://histock.tw/stock/financial.aspx?no=CODE&t=3&st=2&q=2 |
165
+ | 獲利能力 | 報酬率(年度) | Income Rate | https://histock.tw/stock/financial.aspx?no=CODE&t=3&st=2&q=3 |
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+ | 企業價值 | 本益比 | Price-to-Earning Ratio | https://histock.tw/stock/financial.aspx?no=CODE&t=6&st=1 |
167
+ | 企業價值 | 股價淨值比 | Price-Book Ratio | https://histock.tw/stock/financial.aspx?no=CODE&t=6&st=2 |
168
+
169
+ (note) You can fill real code number in 'CODE' field.
@@ -2,6 +2,8 @@ module Histock
2
2
  class Error < StandardError
3
3
  end
4
4
 
5
+ class ArgumentError < Error; end
6
+
5
7
  class InformationNotFound < Error; end
6
8
 
7
9
  class XMLNodeSetError < Error; end
@@ -1,11 +1,18 @@
1
1
  require 'nokogiri'
2
+ require File.expand_path(File.dirname(__FILE__)) + '/error'
3
+ require File.expand_path(File.dirname(__FILE__)) + '/fetch/basic_financial_statements'
2
4
  require File.expand_path(File.dirname(__FILE__)) + '/fetch/dividend_policy'
3
- require File.expand_path(File.dirname(__FILE__)) + '/fetch/financial_statements'
5
+ require File.expand_path(File.dirname(__FILE__)) + '/fetch/profitability'
6
+ require File.expand_path(File.dirname(__FILE__)) + '/fetch/corporate_value'
7
+ require File.expand_path(File.dirname(__FILE__)) + '/fetch/company_profile'
4
8
 
5
9
  module Histock
6
10
  module Fetch
11
+ include BasicFinancialStatements
7
12
  include DividendPolicy
8
- include FinancialStatements
13
+ include Profitability
14
+ include CorporateValue
15
+ include CompanyProfile
9
16
 
10
17
  private
11
18
 
@@ -13,8 +20,21 @@ module Histock
13
20
  doc = Nokogiri::HTML.parse(html, nil, @charset)
14
21
  # => Nokogiri::HTML::Document
15
22
 
16
- nodes = doc.xpath("//div[@class='row-stock']/div[@class='tb-outline']/table[@class='tb-stock text-center tbBasic']")
17
- # => Nokogiri::XML::NodeSet
23
+ case query
24
+ when :monthly_revenue, :dividend_policy
25
+ nodes = doc.xpath("//div[@class='row-stock']/div[@class='tb-outline']/table[@class='tb-stock text-center tbBasic']")
26
+ # => Nokogiri::XML::NodeSet
27
+ when :income_statement
28
+ nodes = doc.xpath("//div[@class='row-stock']/div[@class='tb-outline']/div/table[@class='tb-stock tbBasic']")
29
+ when :profit_ratio, :income_rate
30
+ nodes = doc.xpath("//div[@class='row-stock w1060']/div[@class='tb-outline']/div/table[@class='tb-stock tbBasic']")
31
+ when :price_to_earning_ratio
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+ nodes = doc.xpath("//div[@class='row-stock w740']/table[@class='tb-stock tb-outline tbBasic']")
33
+ when :price_book_ratio
34
+ nodes = doc.xpath("//div[@class='row-stock']/table[@class='tb-stock tb-outline tbBasic']")
35
+ when :company_profile
36
+ nodes = doc.xpath("//div[@class='grid-item w788 mt10']/div[@class='grid-body']/table/tr/td/table[@class='tb-stock tbBasic']")
37
+ end
18
38
 
19
39
  raise InformationNotFound if nodes.empty?
20
40
  raise XMLNodeSetError unless nodes.length.is_one?
@@ -26,7 +46,39 @@ module Histock
26
46
  end
27
47
 
28
48
  def parse_table query:, element:
29
- parse_tr(:query => query, :element => element)
49
+ if children_is_tbody(:element => element)
50
+ table = parse_tr(:query => query, :element => fetch_tbody(:element => element))
51
+ else
52
+ table = parse_tr(:query => query, :element => element)
53
+ end
54
+
55
+ case query
56
+ when :price_to_earning_ratio, :price_book_ratio
57
+ _table = Array.new
58
+
59
+ _table.concat([table[0][0..1]])
60
+
61
+ # remove header
62
+ table.slice!(0)
63
+
64
+ until table.flatten.empty? do
65
+ _table.concat(table.map { |e| e.slice!(0, 2) })
66
+ end
67
+
68
+ table = _table
69
+ end
70
+
71
+ table
72
+ end
73
+
74
+ def children_is_tbody element:
75
+ nodes = element.children
76
+
77
+ nodes.length.is_one? and nodes.first.name == 'tbody'
78
+ end
79
+
80
+ def fetch_tbody element:
81
+ element.children
30
82
  end
31
83
 
32
84
  # column
@@ -47,7 +99,7 @@ module Histock
47
99
  end
48
100
 
49
101
  case query
50
- when :financial_statements
102
+ when :monthly_revenue
51
103
  header = array.delete_at(0)
52
104
  header.delete_at(-1)
53
105
  header.delete_at(-1)
@@ -66,6 +118,8 @@ module Histock
66
118
  array = Array.new
67
119
 
68
120
  element.children.each do |e|
121
+ next unless e.element?
122
+
69
123
  case e.name
70
124
  when 'th' then array.push e.children.text.gsub(/\<br\>/, '')
71
125
  when 'td' then array.push e.children.text
@@ -79,26 +133,7 @@ module Histock
79
133
  end
80
134
 
81
135
  class Integer
82
- def is_zero?
83
- self == 0
84
- end
85
-
86
136
  def is_one?
87
137
  self == 1
88
138
  end
89
139
  end
90
-
91
- class String
92
- def is_currency?
93
- (self =~ /^[+-]?[0-9]*[\,]?[0-9]*[\.]?[0-9]+$/).nil? ? false : true
94
- end
95
-
96
- def to_currency
97
- unless self.is_currency?
98
- STDERR.puts "#{__FILE__}:#{__LINE__}: argument - #{self}"
99
- raise ArgumentError
100
- end
101
-
102
- self.gsub(/[\,]/, '').to_f
103
- end
104
- end
@@ -0,0 +1,15 @@
1
+ module Histock
2
+ module Fetch
3
+ module BasicFinancialStatements
4
+ def monthly_revenue(code)
5
+ params = {:no => code, :t => 1, :st => 1}
6
+ parse(:query => __method__, :html => get('/financial.aspx', params))
7
+ end
8
+
9
+ def income_statement(code)
10
+ params = {:no => code, :t => 1, :st => 4}
11
+ parse(:query => __method__, :html => get('/financial.aspx', params))
12
+ end
13
+ end
14
+ end
15
+ end
@@ -0,0 +1,10 @@
1
+ module Histock
2
+ module Fetch
3
+ module CompanyProfile
4
+ def company_profile(code)
5
+ params = {:no => code}
6
+ parse(:query => __method__, :html => get('/profile.aspx', params))
7
+ end
8
+ end
9
+ end
10
+ end
@@ -0,0 +1,15 @@
1
+ module Histock
2
+ module Fetch
3
+ module CorporateValue
4
+ def price_to_earning_ratio(code)
5
+ params = {:no => code, :t => 6, :st => 1}
6
+ parse(:query => __method__, :html => get('/financial.aspx', params))
7
+ end
8
+
9
+ def price_book_ratio(code)
10
+ params = {:no => code, :t => 6, :st => 2}
11
+ parse(:query => __method__, :html => get('/financial.aspx', params))
12
+ end
13
+ end
14
+ end
15
+ end
@@ -0,0 +1,21 @@
1
+ module Histock
2
+ module Fetch
3
+ module Profitability
4
+ def profit_ratio(code)
5
+ params = {:no => code, :t => 3, :st => 1}
6
+ parse(:query => __method__, :html => get('/financial.aspx', params))
7
+ end
8
+
9
+ def income_rate(code, period)
10
+ case period
11
+ when 'month' then params = {:no => code, :t => 3, :st => 2, :q => 1}
12
+ when 'quarter' then params = {:no => code, :t => 3, :st => 2, :q => 2}
13
+ when 'year' then params = {:no => code, :t => 3, :st => 2, :q => 3}
14
+ else raise ArgumentError
15
+ end
16
+
17
+ parse(:query => __method__, :html => get('/financial.aspx', params))
18
+ end
19
+ end
20
+ end
21
+ end
@@ -1,5 +1,5 @@
1
1
  module Histock
2
2
  class Simplefilter
3
- VERSION = '0.2.0'
3
+ VERSION = '0.6.0'
4
4
  end
5
5
  end
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: histock-simplefilter
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.2.0
4
+ version: 0.6.0
5
5
  platform: ruby
6
6
  authors:
7
7
  - Yuya Sato
8
8
  autorequire:
9
9
  bindir: exe
10
10
  cert_chain: []
11
- date: 2020-05-08 00:00:00.000000000 Z
11
+ date: 2020-06-24 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: nokogiri
@@ -102,8 +102,11 @@ files:
102
102
  - lib/histock/simplefilter/connection.rb
103
103
  - lib/histock/simplefilter/error.rb
104
104
  - lib/histock/simplefilter/fetch.rb
105
+ - lib/histock/simplefilter/fetch/basic_financial_statements.rb
106
+ - lib/histock/simplefilter/fetch/company_profile.rb
107
+ - lib/histock/simplefilter/fetch/corporate_value.rb
105
108
  - lib/histock/simplefilter/fetch/dividend_policy.rb
106
- - lib/histock/simplefilter/fetch/financial_statements.rb
109
+ - lib/histock/simplefilter/fetch/profitability.rb
107
110
  - lib/histock/simplefilter/version.rb
108
111
  homepage: https://github.com/ysato5654/histock-simplefilter
109
112
  licenses:
@@ -1,10 +0,0 @@
1
- module Histock
2
- module Fetch
3
- module FinancialStatements
4
- def financial_statements(code)
5
- params = {:no => code, :t => 1}
6
- parse(:query => __method__, :html => get('/financial.aspx', params))
7
- end
8
- end
9
- end
10
- end