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)30100.130.30.506.38-25.370.3147.6263.161.3757.475.38726.918.277.7810.56-1.22-2.312.210.91-3.492.24-7.05-31.0816.039.23.6915.057.19-25.053.00-9.91-31.972.24-7.05-31.0811.2011.94336.31
24Q2 (19)30060.00.170.4717.52.170.21625.0200.00.87117.535.94671.3814.1215.2410.691.52-0.472.1964.6621.672.412.99-12.0414.6887.9640.3414.0416.810.863.33-7.5-12.62.412.99-12.043.6417.57254.50
24Q1 (18)30060.170.170.4017.65135.29-0.04-116.033.330.40-75.61135.29588.32-6.8312.1510.53-3.753.031.33-39.82195.562.3425.1385.717.81-44.01226.7812.0218.19133.43.6036.88100.02.3425.1385.71-6.60-15.80-42.21
23Q4 (17)30010.00.00.34-49.25221.430.2531.5813.641.6426.15-1.8631.46-6.375.5310.941.23.42.21-3.4930.771.87-42.46271.5613.95-9.7737.9810.17-49.35222.242.63-40.36437.181.87-42.46271.564.70-1.80101.50
23Q3 (16)30010.00.00.6745.656.350.19171.4301.30103.12-32.99674.4515.763.9410.810.656.922.2927.2278.913.2518.613.8315.4647.886.4920.0844.257.044.4115.756.013.2518.613.8313.41108.12194.05
23Q2 (15)30010.00.00.46170.59-19.30.07216.67-84.440.64276.47-51.52582.6111.06-19.4410.745.09-2.891.80300.0-40.22.74117.465.3810.46337.66-51.8913.92170.29-19.263.81111.678.552.74117.465.38-0.63165.6544.70
23Q1 (14)30010.00.00.17160.71-77.03-0.06-127.27-108.820.17-89.82-77.03524.57-12.33-33.0710.22-3.4-9.560.45-73.37-87.91.26215.6-57.862.39-76.36-91.85.15161.9-76.961.80330.77-54.551.26215.6-57.86-10.058.14-63.63
22Q4 (13)30010.00.0-0.28-144.44-137.330.220-75.281.67-13.92-53.99598.37-7.78-30.8510.584.65-7.761.6932.03-62.61-1.09-134.82-139.7810.1121.95-74.15-8.32-144.35-137.14-0.78-118.75-119.45-1.09-134.82-139.78-9.03-66.95-50.00
22Q3 (12)30010.00.00.6310.53-37.620.00-100.0-100.01.9446.97-32.64648.87-10.28-20.0310.11-8.59-12.471.28-57.48-70.023.1320.38-19.128.29-61.87-76.0918.768.82-37.844.1618.52-18.913.1320.38-19.12-9.00-6.22-66.91
22Q2 (11)30010.00.00.57-22.97-41.240.45-33.82-52.631.3278.38-29.79723.22-7.73-9.3511.06-2.12-7.993.01-19.09-39.682.60-13.04-30.4821.74-25.39-45.3617.24-22.86-40.493.51-11.36-30.52.60-13.04-30.48-8.57-12.15-28.71
22Q1 (10)30010.00.00.74-1.33-18.680.68-23.615.250.74-79.61-18.68783.78-9.429.5411.30-1.48-2.753.72-17.7-5.12.999.12-23.5329.14-25.493.8522.35-0.22-18.523.96-1.25-25.02.999.12-23.53-1.39-13.54-4.01
21Q4 (9)30010.0-0.20.75-25.7413.640.8915.581.143.6326.0480.6865.36.644.7311.47-0.69-1.634.525.85-3.832.74-29.210.4839.1112.810.8222.4-25.7812.454.01-21.832.562.74-29.210.484.17-10.81-1.68
21Q3 (8)30010.00.01.014.1232.890.77-18.9518.462.8853.19114.93811.421.711.3511.55-3.9110.14.27-14.4317.313.873.4833.4534.67-12.8719.130.184.1832.085.131.5826.353.873.4833.456.605.3621.04
21Q2 (7)30010.00.00.976.59142.50.9561.0269.641.88106.59224.14797.7811.4921.6612.023.4410.484.9927.354.013.74-4.35100.039.7941.887.0728.975.61142.435.05-4.36101.23.74-4.35100.0-0.9522.2314.04
21Q1 (6)3001-0.2-0.790.9137.88405.560.59-32.95942.860.91-54.73405.56715.55-13.3946.4611.62-0.3414.713.92-16.69700.03.9157.66246.0228.06-27.6614668.4227.4337.7391.585.2835.04230.03.9157.66246.02-5.1012.361.21
20Q4 (5)30070.2-0.690.66-13.16500.00.8835.38193.332.0150.0131.03826.193.1934.1611.6611.1513.094.7029.12148.682.48-14.48504.8838.7933.25232.9619.92-12.82484.163.91-3.69291.02.48-14.48504.88--0.00
20Q3 (4)30010.00.00.7690.00.00.6516.070.01.34131.030.0800.6422.090.010.49-3.580.03.6412.350.02.9055.080.029.1136.860.022.8591.210.04.0661.750.02.9055.080.0--0.00
20Q2 (3)3001-0.790.00.40122.220.00.56900.00.00.58222.220.0655.7634.230.010.887.40.03.248000.00.01.8765.490.021.2711094.740.011.95114.160.02.5156.870.01.8765.490.0--0.00
20Q1 (2)3025-0.10.00.1863.640.0-0.07-123.330.00.18-79.310.0488.55-20.670.010.13-1.750.00.04-97.880.01.13175.610.00.19-98.370.05.5863.640.01.6060.00.01.13175.610.0--0.00
19Q4 (1)30280.00.00.110.00.00.300.00.00.870.00.0615.840.00.010.310.00.01.890.00.00.410.00.011.650.00.03.410.00.01.000.00.00.410.00.0--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)
2024/11227.4920.8813.122401.5510.35678.79N/A-
2024/10188.2-28.46-2.752174.0610.06679.52N/A-
2024/9263.115.28-6.251985.8611.46725.840.74-
2024/8228.22-2.685.231722.7614.77744.680.72-
2024/7234.52-16.8132.321494.5316.38727.760.74-
2024/6281.9333.427.121260.0213.83671.740.82-
2024/5211.318.3716.84978.0815.92664.630.82-
2024/4178.5-35.0429.06766.7815.67614.480.89-
2024/3274.8270.5313.81588.2812.14588.280.82-
2024/2161.155.819.79313.4510.71550.380.87-
2024/1152.3-35.7111.71152.311.71590.330.81-
2023/12236.9317.813.522413.21-12.38631.550.69-
2023/11201.13.916.362176.28-13.82675.270.64-
2023/10193.52-31.047.211975.18-15.45691.040.63-
2023/9280.6529.43.321781.66-17.35674.750.67-
2023/8216.8722.367.141501.02-20.33657.290.68-
2023/7177.23-32.661.511284.14-23.64621.250.72-
2023/6263.1945.53-14.951106.91-26.55582.330.74-
2023/5180.8430.75-18.45843.73-29.55560.620.77-
2023/4138.3-42.72-28.06662.89-32.07526.560.82-
2023/3241.4764.51-20.33524.59-33.06524.590.75-
2023/2146.787.66-35.91283.11-41.09512.030.77-
2023/1136.33-40.44-45.81136.33-45.81554.310.71-
2022/12228.9221.08-22.852754.3-13.65598.490.71-
2022/11189.064.74-34.472525.38-12.71641.180.66-
2022/10180.5-33.54-35.552336.32-10.3654.530.64-
2022/9271.6234.19-2.742155.82-7.26648.610.9-
2022/8202.4115.93-25.321884.2-7.88686.450.85-
2022/7174.59-43.58-33.111681.79-5.21705.810.82-
2022/6309.4539.533.081507.21-0.4723.480.88-
2022/5221.7715.35-10.591197.76-1.26717.120.88-
2022/4192.25-36.57-22.94975.981.13724.40.88-
2022/3303.132.329.24783.739.52783.730.81-
2022/2229.06-8.9512.73480.639.7775.790.82-
2022/1251.58-14.767.07251.587.07835.290.76-
2021/12295.162.293.963188.4815.06863.80.68-
2021/11288.553.010.472893.3216.32847.920.69-
2021/10280.090.299.762604.7718.39830.410.71-
2021/9279.283.04-5.372324.6819.52811.340.72-
2021/8271.043.83-0.622045.3923.98832.250.7-
2021/7261.02-13.0412.311774.3528.85809.280.72-
2021/6300.1921.0116.921513.3432.21797.760.74-
2021/5248.07-0.5722.921213.1436.64775.010.76-
2021/4249.5-10.0726.34965.0740.67730.120.8-
2021/3277.4436.5415.26715.5846.47715.580.7-
2021/2203.18-13.5280.91438.1376.78721.770.7由於去年基期較低,再加上今年市場需求增加,故本月營收較去年同期成長
2021/1234.95-17.1673.35234.9573.35805.780.63由於去年基期較低,再加上今年市場需求增加,故本月營收較去年同期成長
2020/12283.64-1.2321.532770.8518.26826.00.52-
2020/11287.1912.5440.582487.2117.9837.510.51-
2020/10255.17-13.5443.192200.0315.47823.050.52-
2020/9295.158.2121.241944.8512.61800.290.47-
2020/8272.7317.3534.941649.7111.19761.870.49-
2020/7232.41-9.4726.881376.977.45690.950.55-
2020/6256.7327.214.871144.574.21656.020.55-
2020/5201.812.1921.05887.834.02639.990.56-
2020/4197.48-17.9541.06686.02-0.11550.490.66-
2020/3240.71114.322.19488.55-10.65488.550.7-
2020/2112.31-17.13-22.38247.84-20.37480.540.71-
2020/1135.53-41.75-18.63135.53-18.630.0N/A-
2019/12232.713.918.052342.18-3.320.0N/A-
成長能力-近10年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)30010.01.64-0.610.45-66.672413.08-12.3910.70-0.931.75-30.562.3314.7842.25-39.0277.99-0.9549.32-1.44
2022 (9)30010.01.65-54.171.35-57.812754.24-13.6610.80-7.382.52-43.242.03-42.6669.28-51.0878.74-48.9950.04-54.08
2021 (8)3001-0.23.6080.93.2059.23190.0515.1211.667.274.4437.893.5459.46141.6358.49154.3673.34108.9780.74
2020 (7)3007-0.691.99128.742.01204.552771.1218.2810.873.033.22145.82.22101.8289.36190.3289.05139.960.29128.98
2019 (6)30280.030.87-13.860.66-22.352342.85-3.310.55-1.031.31-14.941.10-8.3330.78-17.6637.12-12.726.33-13.95
2018 (5)30270.031.018.60.85-15.842422.72.1110.66-0.281.54-0.651.201.6937.381.8542.5223.6430.68.66
2017 (4)30260.00.9301.01197.062372.751.9610.697.221.55203.921.18036.7207.6334.39028.160
2016 (3)30260.36-1.6200.3447.832327.24-11.779.975.730.5141.67-2.11011.9327.05-47.240-49.00
2015 (2)301510.760.20-68.250.23-63.492637.75-19.999.437.40.36-56.10.23-57.419.39-65.328.47-67.66.04-66.28
2014 (1)27220.00.6300.6303296.84-8.458.7800.8200.54027.08026.14017.910

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