玩股撇步(動畫小學堂)  

  • 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
  • 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
  • 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
  • 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
  • 如果EPS衰退,要觀察同業是不是有一樣的狀況
  • 要留意增資減資和公司債對股本及EPS的影響
成長能力-近20季
加權平均股數 QoQ YoYEPS QoQ YoY本業EPS QoQ YoY累計EPS QoQ YoY營收 QoQ YoY毛利率(%) QoQ YoY營業利益率 QoQ YoY稅後淨利率 QoQ YoY營業利益 QoQ YoY稅後淨利 QoQ YoY稅前淨利率(%) QoQ YoY稅後淨利率(%) QoQ YoY兩季平均(YOY)營收成長率(%)兩季平均(YOY)EPS成長率(%)兩季平均(YOY)本業EPS成長率(%)
24Q3 (20)2472.072.074.7433.52-13.355.1848.011.6412.7655.990.31104.6536.0212.8723.70-5.77-11.615.194.4-4.2811.30-1.99-21.2515.8941.887.9511.6936.09-11.6414.14-2.42-20.4311.30-1.99-21.2512.705.1015.08
24Q2 (19)2420.00.03.55-23.336.613.50-17.8415.898.1876.6712.8376.94-10.626.5125.15-7.372.2414.55-7.326.1311.53-11.720.7911.2-17.1613.028.59-23.246.7114.49-12.13-0.1411.53-11.720.79-2.35-0.58-3.59
24Q1 (18)2420.00.04.6322.1618.114.2610.659.794.63-71.9418.1186.085.919.8827.153.787.6115.709.941.0913.0614.767.3113.5216.5511.0911.1922.1618.0416.4919.067.1513.0614.767.31-3.21-4.28-3.19
23Q4 (17)2420.00.03.79-30.7118.073.85-17.0312.916.5029.7213.5681.28-12.3410.3926.16-2.42-9.8614.28-10.02-1.3111.38-20.77.6611.6-21.28.929.16-30.7617.8913.85-22.061.9911.38-20.77.668.0116.7818.30
23Q3 (16)2420.00.05.4764.2619.174.6453.6429.6112.7275.4512.3792.7228.35-1.4426.818.9814.4715.8715.7516.1814.3525.4420.8914.7248.5414.5513.2364.3519.1917.7722.4710.6514.3525.4420.8910.2824.6115.74
23Q2 (15)2420.00.03.33-15.059.93.02-22.16-1.317.2584.957.7372.24-7.79-1.5924.60-2.5-1.7613.71-11.723.9411.44-6.012.059.91-18.572.388.05-15.089.6714.51-5.7212.4811.44-6.012.05-0.693.54-4.19
23Q1 (14)2420.00.03.9222.126.233.8813.789.63.92-73.026.2378.346.4-1.7325.23-13.06-3.1815.537.3311.1712.1715.148.3712.1714.279.349.4822.016.1615.3913.338.4612.1715.148.37-7.67-3.974.51
22Q4 (13)2420.02.113.21-30.0713.433.41-4.7535.3214.5328.3629.7373.63-21.73-4.3329.0223.9122.2414.475.9340.3510.57-10.9520.810.65-17.1234.137.77-30.015.9713.58-15.4424.2510.57-10.9520.83.2110.716.12
22Q3 (12)2420.00.04.5951.4941.673.5816.9913.2911.3268.234.2894.0728.1413.3923.42-6.4711.3613.663.5611.6911.8716.2624.5512.8532.7526.611.151.2341.7616.0624.531.011.8716.2624.5510.1116.801.71
22Q2 (11)2420.00.03.03-17.8932.893.06-13.5622.896.7382.3830.1773.41-7.9219.9325.04-3.9112.8413.19-5.583.7810.21-9.0810.869.68-13.0324.427.34-17.8133.2112.90-9.0910.6310.21-9.0810.86-2.176.2513.46
22Q1 (10)2422.118.523.6930.3926.373.5440.4841.63.69-67.0526.3779.723.5916.9426.069.7710.7113.9735.519.9111.2328.3417.7111.1340.1840.188.9333.2837.3814.1929.8317.0811.2328.3417.71-1.828.8710.11
21Q4 (9)237-2.077.732.83-12.6529.822.52-20.2533.3311.2032.8619.7976.96-7.2327.423.7412.892.4210.31-15.74.678.75-8.188.837.94-21.7733.456.7-14.4339.8710.93-10.858.868.75-8.188.8314.1514.733.33
21Q3 (8)2420.010.03.2442.11-10.743.1626.91-2.778.4363.0617.4182.9635.533.3521.03-5.23-12.6712.23-3.78-4.829.533.47-5.0810.1530.46-1.557.8342.11-1.7612.265.15-3.999.533.47-5.0812.6610.0913.26
21Q2 (7)2428.5210.02.28-21.9241.612.49-0.4107.55.1777.0545.6361.21-10.2129.5222.19-5.731.2812.719.135.59.21-3.4620.397.78-2.0275.625.51-15.2355.6511.66-3.810.09.21-3.4620.391.326.0115.94
21Q1 (6)2231.361.362.9233.9450.522.5032.2840.452.92-68.7750.5268.1712.8511.1923.541.5519.9811.6518.2719.869.5418.6637.467.9433.4533.226.535.752.2212.1220.7227.189.5418.6637.46-5.94-3.00-4.79
20Q4 (5)2200.00.02.18-39.9415.341.89-41.85-8.259.3530.227.9760.41-24.74-6.3423.18-3.7420.989.85-23.357.538.04-19.9224.465.95-42.290.684.79-39.915.4210.04-21.3830.398.04-19.9224.46--0.00
20Q3 (4)2200.00.03.63125.470.03.25170.830.07.18102.250.080.2769.850.024.089.90.012.8536.990.010.0431.240.010.31132.730.07.97125.140.012.7720.470.010.0431.240.0--0.00
20Q2 (3)2200.00.01.61-17.010.01.20-32.580.03.5582.990.047.26-22.920.021.9111.670.09.38-3.50.07.6510.230.04.43-25.670.03.54-17.10.010.6011.230.07.6510.230.0--0.00
20Q1 (2)2200.00.01.942.650.01.78-13.590.01.94-77.60.061.31-4.950.019.622.40.09.726.110.06.947.430.05.960.850.04.272.890.09.5323.770.06.947.430.0--0.00
19Q4 (1)2200.00.01.890.00.02.060.00.08.660.00.064.50.00.019.160.00.09.160.00.06.460.00.05.910.00.04.150.00.07.700.00.06.460.00.0--0.00
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/1125.81-2.526.83319.969.4885.2N/A-
2024/1026.48-19.556.87294.159.72100.49N/A-
2024/932.91-19.9217.53267.6710.01104.650.46-
2024/841.134.1617.24234.769.0399.210.49-
2024/730.6311.53.28193.667.4485.230.57-
2024/627.471.28-1.86163.028.2676.940.74-
2024/527.1321.416.63135.5510.5780.740.7-
2024/422.34-28.556.45108.429.1580.880.7-
2024/331.2714.711.9686.089.8786.080.46-
2024/227.26-1.022.7354.818.7287.160.45-
2024/127.55-14.8515.3727.5515.3784.060.47-
2023/1232.3533.9331.07324.591.1781.280.6-
2023/1124.16-2.49-1.91292.23-1.3276.930.63-
2023/1024.77-11.531.87268.08-1.2687.830.55-
2023/928.0-20.1115.37243.3-1.5792.720.5-
2023/835.0618.187.47215.3-3.4292.710.5-
2023/729.665.94-20.23180.24-5.2880.910.57-
2023/628.020.386.54150.58-1.6572.240.72-
2023/523.2610.8-3.12122.59-3.3572.170.73-
2023/420.99-24.85-9.2499.33-3.4175.460.69-
2023/327.935.249.2678.34-1.7278.340.59-
2023/226.5411.153.7550.41-6.975.10.61-
2023/123.88-3.27-16.4523.88-16.4573.190.63-
2022/1224.680.22-22.32320.8310.8973.630.71-
2022/1124.631.279.18296.1514.9973.220.72-
2022/1024.320.197.47271.5215.5581.210.65-
2022/924.27-25.58-2.62247.216.4194.070.52-
2022/832.62-12.2818.42222.9318.9496.080.51-
2022/737.1841.521.94190.3119.0387.470.56-
2022/626.289.4618.65153.1318.3573.410.81-
2022/524.013.853.84126.8518.2972.70.81本公司111年5月營收較去年同期成長超過50%以上,主因客戶訂單持續成長所致。
2022/423.13-9.53-1.41102.8412.2374.260.8-
2022/325.56-0.05-2.7479.7216.9379.720.65-
2022/225.58-10.541.5654.1529.2985.930.6-
2022/128.58-10.0719.9828.5819.9882.910.63-
2021/1231.7840.8847.36289.3116.0776.960.711.3713.78-
2021/1122.56-0.328.06257.5313.1170.110.780.9112.41-
2021/1022.63-9.226.56234.9711.8575.10.721.1311.5-
2021/924.93-9.49-7.33212.3412.4582.960.621.3810.36-
2021/827.54-9.67-11.61187.4115.7380.180.641.338.98-
2021/730.4937.6937.34159.8722.2568.240.751.417.65-
2021/622.1541.912.82129.3819.1761.210.911.356.24-
2021/515.6-33.488.47107.2323.2165.350.860.534.9-
2021/423.46-10.75107.0491.6326.1367.810.831.024.37主係全球經濟復甦,客戶需求增加。在與客戶緊密合作下,致業績成長
2021/326.2945.4812.168.1711.1868.170.51.433.35-
2021/218.07-24.146.6741.8810.6263.450.540.851.92-
2021/123.8210.4313.8123.8213.8163.00.541.071.07-
2020/1221.5722.431.03249.24-7.8560.410.670.8511.01-
2020/1117.61-17.04-15.23227.68-8.6165.750.610.610.17-
2020/1021.23-21.07-5.1210.06-8.079.30.511.029.57-
2020/926.9-13.67-14.77188.83-8.3280.270.391.568.55-
2020/831.1640.3528.94161.93-7.1574.90.421.417.0-
2020/722.23.084.48130.77-12.9658.130.551.185.58-
2020/621.5449.71-6.29108.56-15.8447.260.791.224.4-
2020/514.3926.96-30.2587.03-17.9149.160.760.453.18-
2020/411.33-51.67-37.772.64-14.9251.710.720.362.73-
2020/323.4538.45-6.2261.31-8.7661.310.40.872.37-
2020/216.94-19.06-18.3837.86-10.2659.210.410.651.5-
2020/120.93-1.96-2.3920.93-2.390.0N/A0.850.85-
2019/1221.342.72-4.85270.4813.020.0N/A0.629.93-
成長能力-近10年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)2420.016.4313.715.4013.24324.591.1725.780.1914.917.9712.4312.6948.49.2150.279.5439.9113.54
2022 (9)2422.1114.4529.613.6027.34320.8310.8925.7313.913.8118.1411.0319.1144.3231.0945.8935.0535.1532.39
2021 (8)2377.7311.1519.8910.6831.53289.3116.0822.591.0711.699.259.2611.0333.8126.8233.9825.0626.5529.13
2020 (7)2200.09.307.898.123.18249.24-7.8522.3511.4210.7016.188.3416.9726.667.0727.1710.920.567.93
2019 (6)2205.268.6220.227.8726.94270.4813.0320.061.219.2111.57.1312.1124.925.9524.525.4519.0526.41
2018 (5)2090.487.1717.166.206.53239.36.9519.822.538.264.566.369.8419.7711.8819.5320.7815.0717.19
2017 (4)2080.976.12-15.75.82-8.06223.751.1219.33-5.347.90-10.335.79-16.9317.67-9.3416.17-15.312.86-15.56
2016 (3)2064.047.26-31.896.33-26.14221.28-5.2720.42-13.478.81-22.386.97-25.2119.49-26.4519.09-29.0615.23-29.46
2015 (2)19811.8610.6614.758.5724.75233.5911.8223.608.9111.3513.619.3214.0826.526.9826.9128.4521.5926.63
2014 (1)1775.999.2921.286.8728.65208.8916.6321.6709.9908.17020.8728.5120.9527.2817.0527.14

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