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)1045.055.05-0.09-550.095.71-0.44-214.2982.810.09-50.0103.0612.776.51100.4738.10-0.0540.9-2.20-228.3694.842.93343.94108.54-0.28-250.089.35-0.09-550.095.650.71-8.97102.132.93343.94108.54-1.19-319.12-64.92
24Q2 (19)990.020.730.02-88.24104.76-0.1484.4446.150.185.88117.8211.99-8.8923.7438.1227.3219.54-0.6758.13-124.630.66-85.37130.84-0.0861.9-130.770.02-87.5105.880.78-88.46-61.00.66-85.37130.845.8724.36-470.28
24Q1 (18)990.020.730.17136.96128.81-0.90-1025.0-164.710.17105.01128.8113.1620.62132.9229.94-22.89-7.13-1.60-175.8386.124.51177.09133.14-0.21-240.067.690.16135.56132.656.76640.8148.534.51177.09133.1445.95107.53-464.06
23Q4 (17)990.019.28-0.4678.1-107.74-0.0896.8892.86-3.39-15.31-145.7510.9171.2781.8338.8343.623.582.11104.95107.37-5.8582.94-107.850.15105.7108.72-0.4578.26-109.07-1.2596.26-101.7-5.8582.94-107.8518.50-160.95-393.87
23Q3 (16)9920.7319.28-2.10-400.0-377.27-2.56-884.62-216.05-2.94-191.09-300.06.37-34.2614.1627.04-15.21-14.05-42.61-1666.54-177.05-34.30-1502.8-275.27-2.63-1111.54-205.81-2.07-508.82-459.46-33.39-1769.5-373.62-34.30-1502.8-275.2718.62-185.59-430.55
23Q2 (15)820.028.12-0.4228.81-227.27-0.2623.53-85.71-1.01-71.19-140.739.6971.540.6431.89-1.09-18.852.72123.59453.25-2.1484.28-195.960.26140.0620.0-0.3430.61-261.92.00114.36-54.85-2.1484.28-195.9632.84-40.5646.59
23Q1 (14)82-1.226.15-0.59-109.93-127.44-0.3469.64-136.17-0.59-107.96-127.445.65-5.8339.8532.242.61-49.12-11.5359.73-134.44-13.61-118.27-139.03-0.6562.21-148.15-0.49-109.88-135.25-13.93-118.99-132.0-13.61-118.27-139.030.85670.0315.68
22Q4 (13)830.027.695.941450.0-49.27-1.12-38.2765.857.41404.08-34.546.07.53246.8231.42-0.13-18.71-28.63-86.1520.874.50915.1-83.19-1.72-100.0-177.424.961440.54-35.2573.351140.43-87.8674.50915.1-83.19-5.74608.34-258.42
22Q3 (12)8329.6925.76-0.44-233.33-1000.0-0.81-478.57-3950.01.47-40.73476.925.58-19.01402.731.46-19.95-52.36-15.38-1897.4-224.47-9.14-509.87-368.72-0.86-1620.0-1620.0-0.37-276.19-1133.33-7.05-259.14-29.83-9.14-509.87-368.7225.77-158.99-296.73
22Q2 (11)64-1.541.590.33-84.65200.0-0.14-114.89-129.172.4815.35788.896.8970.54327.9539.30-37.98-57.55-0.77-102.3-101.822.23-93.6-47.9-0.05-103.7-107.350.21-84.89200.04.43-89.82-71.462.23-93.6-47.9102.03-83.156.88
22Q1 (10)650.03.172.15-81.64557.450.94128.661780.02.15-81.01557.454.04133.53251.363.3763.96-30.1233.48192.61202.4434.87-92.13236.211.35317.74938.461.39-81.85579.3143.53-92.8334.0334.87-92.13236.2194.6914646.68-8085.67
21Q4 (9)65-1.524.8411.7129375.02109.43-3.28-16300.0-3544.4411.323002.561143.961.7355.8618.4938.65-41.47-52.19-36.15-662.66-1285.06443.0922822.561849.36-0.62-1140.0-1450.07.6625633.332221.21604.1911226.892212.25443.0922822.561849.3612.4014619.32-8202.08
21Q3 (8)664.7634.69-0.04-136.3689.74-0.02-104.17-120.0-0.39-8.33-179.591.11-31.064.7266.04-28.66-17.86-4.74-111.23-129.24-1.95-145.5689.28-0.05-107.35-129.41-0.03-142.8684.21-5.43-134.9951.78-1.95-145.5689.284.47-6.48377.92
21Q2 (7)630.026.00.11123.4-45.00.48860.026.32-0.3623.4-140.451.6140.011.8192.572.077.6642.22281.3928.174.28116.72-37.520.68423.0844.680.07124.14-30.015.52183.4431.194.28116.72-37.529.38-32.64507.78
21Q1 (6)631.6128.57-0.47-188.68-169.120.05155.56-91.38-0.47-151.65-169.121.15-21.23-22.8290.6912.185.5311.07524.14-78.6-25.60-212.63-216.680.13425.0-83.12-0.29-187.88-187.88-18.60-171.18-154.85-25.60-212.63-216.688.2623.61-17.22
20Q4 (5)6226.5329.170.53235.9160.92-0.09-190.066.670.9185.71-86.561.4637.74-2.0180.840.55-10.0-2.61-116.185.5422.73224.96179.84-0.04-123.5385.190.33273.68178.5726.13332.06195.8522.73224.96179.84--0.00
20Q3 (4)49-2.00.0-0.39-295.00.00.10-73.680.00.49-44.940.01.06-26.390.080.40-6.490.016.21-50.790.0-18.19-365.550.00.17-63.830.0-0.19-290.00.0-11.26-195.180.0-18.19-365.550.0--0.00
20Q2 (3)502.040.00.20-70.590.00.38-34.480.00.8930.880.01.44-3.360.085.980.050.032.94-36.340.06.85-68.780.00.47-38.960.00.1-69.70.011.83-65.110.06.85-68.780.0--0.00
20Q1 (2)492.080.00.68178.160.00.58314.810.00.68-89.960.01.490.00.085.94-4.320.051.74386.650.021.94177.060.00.77385.190.00.33178.570.033.91224.390.021.94177.060.0--0.00
19Q4 (1)480.00.0-0.870.00.0-0.270.00.06.770.00.01.490.00.089.820.00.0-18.050.00.0-28.470.00.0-0.270.00.0-0.420.00.0-27.260.00.0-28.470.00.0--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)
2024/113.88-2.1816.2345.7263.512.4N/A新增子公司營收
2024/103.96-13.0937.4441.8569.913.73N/A新增子公司營收
2024/94.56-12.36123.1237.8874.2112.420.76新增子公司營收
2024/85.296.28233.4733.3269.1312.670.75新增子公司營收
2024/72.65-44.965.2528.1254.9911.160.85新增子公司營收
2024/64.8230.3532.025.4763.0212.190.82新增子公司營收
2024/53.70.556.9420.6572.4711.80.84新增子公司營收
2024/43.67-16.9628.1716.9699.0511.730.85新增子公司營收
2024/34.4321.927.1613.28135.013.280.69新增子公司營收
2024/23.63-30.52249.818.86307.8913.260.69新增子公司營收
2024/15.2318.74361.085.23361.0812.960.7新增子公司營收
2023/124.431.9252.0232.3741.7110.621.0新增子公司營收
2023/113.3415.6674.6727.9640.228.261.29新增子公司營收及子公司營收增加
2023/102.8841.0790.5624.6336.576.491.64新增子公司營收及子公司營收增加
2023/92.0430.97-19.9621.7531.626.121.52-
2023/81.56-38.04-5.0419.741.067.731.21-
2023/72.52-30.9777.418.1447.219.620.97新增子公司營收
2023/63.655.615.0915.6243.279.970.8-
2023/53.4620.52108.3811.9754.839.80.81新增子公司營收
2023/42.87-17.6241.178.5240.217.391.08-
2023/33.48235.35249.985.6539.725.651.49新增子公司營收
2023/21.04-8.4228.332.17-28.825.071.66-
2023/11.13-60.84-49.441.13-49.445.941.42-
2022/122.8951.58366.3222.84308.246.320.35新增子公司營收
2022/111.9126.18248.0419.94300.995.980.37新增子公司營收
2022/101.51-40.74185.8818.03307.565.710.39新增子公司營收
2022/92.5555.39332.2516.52324.095.620.53新增子公司營收
2022/81.6415.74439.7813.97322.636.230.48新增子公司營收
2022/71.42-55.21485.6912.32310.746.250.48新增子公司營收
2022/63.1791.2354.0810.9295.376.860.37新增子公司營收
2022/51.66-18.34316.757.73275.464.680.54新增子公司營收
2022/42.03104.21316.696.08265.583.830.66新增子公司營收
2022/30.9922.96122.124.04244.374.040.19新增子公司營收
2022/20.81-63.92240.753.05319.683.670.2新增子公司營收
2022/12.24261.12357.972.24357.973.410.22權利金收入增加及新增子公司營收
2021/120.6213.1349.215.592.621.70.45-
2021/110.553.6447.434.97-1.221.670.46-
2021/100.53-10.4-20.624.42-5.11.420.54-
2021/90.5994.0456.743.9-2.511.140.8新增合正科技(5381)營業收入
2021/80.325.58-33.773.3-8.681.250.73-
2021/70.24-65.275.73.0-5.031.340.68-
2021/60.775.48-15.172.76-5.871.580.01-
2021/50.4-18.3657.872.06-2.241.330.01權利金收入增加
2021/40.498.8534.571.66-10.41.170.01-
2021/30.4588.64-5.441.17-21.321.170.01-
2021/20.24-51.5-48.510.73-28.691.140.01-
2021/10.4917.65-12.340.49-12.341.280.01-
2020/120.4211.79-10.125.45-3.621.450.01-
2020/110.37-44.19-22.725.03-3.041.420.01-
2020/100.6776.9121.934.66-1.021.50.01-
2020/90.38-18.0144.984.0-4.041.070.01-
2020/80.46100.46117.653.62-7.31.510.01權利金增加
2020/70.23-72.13-4.893.16-14.451.30.01-
2020/60.82226.63203.942.93-15.121.440.01權利金收入
2020/50.25-30.4-32.72.11-33.771.090.01-
2020/40.36-23.51-25.621.85-33.911.30.01-
2020/30.472.72-27.51.49-35.651.490.01-
2020/20.46-17.44-65.591.02-38.841.480.01權利金減少
2020/10.5620.6470.650.5670.650.0N/A銷貨增加
2019/120.46-3.88-72.65.66-33.940.0N/A權利金減少
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)9919.28-3.390-3.24032.6244.8533.33-15.79-8.800-11.650-2.870-2.860-3.350
2022 (9)8327.697.38-34.34-1.12022.52302.8639.58-43.67-5.67024.53-81.48-1.2806.07-41.756.19-16.46
2021 (8)654.8411.241148.89-2.7705.592.5770.27-15.852.29-90.96132.481181.240.13-90.5810.421008.517.411200.0
2020 (7)6229.170.90-86.470.9705.45-3.7183.51-0.4925.32010.34-81.931.3800.94-72.020.57-82.52
2019 (6)480.06.65261.41-2.1805.66-33.8883.92-7.24-38.45057.23473.45-2.1803.36141.733.26270.45
2018 (5)480.01.84384.210.92228.578.568.4990.477.2917.11269.559.98724.791.46294.591.39456.00.88388.89
2017 (4)482.130.3800.2807.8912.2384.322.164.6301.2100.3700.2500.180
2016 (3)472.17-2.900-1.0207.03-7.1382.54-1.48-13.280-20.110-0.930-1.240-1.370
2015 (2)464.553.8600.7307.57127.3383.78-0.3112.28023.3100.9301.9301.760
2014 (1)4418.92-0.820-0.2903.3310.6384.040-6.930-10.160-0.230-0.290-0.360

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