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(%)
24Q1 (20)33190.090.180.89122.59.880.10-60.0-65.520.89-72.879.88178.53-11.96-7.129.84-13.15-4.475.73-20.86-24.5115.77149.539.5110.24-30.2-29.8129.48122.329.6720.34111.6522.8315.77149.539.51-7.4535.64-47.95
23Q4 (19)3316-0.090.090.40-51.22122.220.25-35.931.583.2813.89-9.64202.78-2.94-16.3711.33-15.749.477.24-18.9263.436.32-49.96140.314.67-21.3436.4713.26-51.0117.739.61-38.75124.536.32-49.96140.3-4.35-43.07-17.95
23Q3 (18)33190.150.180.82-34.92-38.350.390.00.02.8839.13-16.28208.93-5.76-4.7113.44-11.115.668.93-25.83-2.1912.63-36.31-38.6618.65-30.12-6.827.06-35.01-38.7215.69-37.04-32.6312.63-36.31-38.664.7910.3217.24
23Q2 (17)33140.030.031.2655.56-6.670.3934.48-30.362.07155.56-1.9221.7115.34-9.4715.1246.8-10.812.0458.63-2.7519.8337.712.6926.6982.93-11.9441.6454.91-6.5924.9250.488.5819.8337.712.69-2.69202.7843.55
23Q1 (16)33130.00.00.81350.06.580.2952.63-38.30.81-77.696.58192.22-20.72-6.0610.3035.88-29.167.5971.33-36.9614.40447.538.4314.5935.72-40.7926.88341.386.1216.56286.92-1.3114.40447.538.43-5.06131.760.68
22Q4 (15)33130.03.40.18-86.47-85.60.19-51.28-82.413.635.52-22.77242.4710.59-12.927.58-40.41-65.644.43-51.48-76.072.63-87.23-83.8410.75-46.28-79.146.09-86.21-84.774.28-81.62-78.542.63-87.23-83.840.06-43.98-40.82
22Q3 (14)33130.02.321.33-1.4827.880.39-30.36-36.073.4463.03-1.71219.25-10.47-6.2812.72-24.96-33.49.13-26.25-39.0120.596.6327.3320.01-33.98-42.8644.16-0.9431.6223.291.4812.7320.596.6327.334.6138.07-5.61
22Q2 (13)33130.05.711.3577.63-6.250.5619.15-38.462.11177.63-14.23244.919.692.516.9516.57-34.7812.382.82-44.2619.3145.41-14.0230.3123.01-42.8944.5876.0-1.2622.9536.77-19.4219.3145.41-14.02-3.4119.21-18.66
22Q1 (12)33133.45.880.76-39.2-25.490.47-56.48-28.790.76-83.83-25.49204.61-26.528.2414.54-34.09-36.9712.04-34.95-38.8513.28-18.38-34.7724.64-52.18-33.8225.33-36.64-20.8416.78-15.85-33.1213.28-18.38-34.77-3.75-9.5110.29
21Q4 (11)3204-1.052.41.2520.19-10.711.0877.05-2.74.7034.290.0278.4419.0215.3722.0615.5-29.518.5123.65-32.2516.270.62-32.1551.5347.14-21.8439.9819.17-8.5119.94-3.48-33.9116.270.62-32.158.46-3.7922.04
21Q3 (10)32383.323.381.04-27.78-33.760.61-32.97-32.223.5042.286.06233.94-2.098.2919.10-26.51-35.5614.97-32.6-42.7116.17-28.01-43.2435.02-34.01-37.9633.55-25.69-31.9520.66-27.46-41.1116.17-28.01-43.2412.156.702.46
21Q2 (9)31340.160.061.4441.18-3.360.9137.8828.172.46141.1842.2238.9326.3916.8625.9912.66-20.4222.2112.8-16.0622.4610.31-19.4753.0742.55-1.9245.1541.09-3.2628.4813.51-24.5422.4610.31-19.472.367.02-1.33
21Q1 (8)31290.00.971.02-27.14325.00.66-40.5483.331.02-78.3325.0189.04-21.6743.8823.07-26.2712.3719.69-27.9327.9420.36-15.1136.7437.23-43.5384.1232.0-26.77330.1125.09-16.84110.1320.36-15.1136.74-4.98-18.98-8.61
20Q4 (7)3129-0.1-0.321.40-10.8310.241.1123.3323.334.7042.42-15.47241.3411.722.8731.295.5713.027.324.559.3223.98-15.836.0165.9316.7912.4543.7-11.369.2230.17-14.03.0423.98-15.836.018.69-2.7325.05
20Q3 (6)31320.0-0.251.575.3713.770.9026.765.883.3090.75-23.08216.035.66-15.8929.64-9.2519.5226.13-1.2525.8728.492.1533.0156.454.325.8749.35.6413.5935.08-7.0531.3928.492.1533.0130.63263.1061.99
20Q2 (5)31321.06-0.221.49520.83-24.370.7197.22-29.71.73620.83-40.55204.4655.61-21.8932.6659.085.8726.4671.93-2.3327.89224.3-4.2654.11167.61-23.6946.67527.28-24.637.74216.08-0.4527.89224.3-4.26--0.00
20Q1 (4)3099-1.270.00.24-81.10.00.36-60.00.00.24-95.680.0131.39-43.990.020.53-25.860.015.39-38.420.08.60-61.980.020.22-65.510.07.44-81.40.011.94-59.220.08.60-61.980.0--0.00
19Q4 (3)3139-0.030.01.27-7.970.00.905.880.05.5629.60.0234.6-8.660.027.6911.650.024.9920.380.022.625.60.058.639.960.040.01-7.810.029.289.660.022.625.60.0--0.00
19Q3 (2)31400.030.01.38-29.950.00.85-15.840.04.2947.420.0256.85-1.880.024.80-19.610.020.76-23.370.021.42-26.470.053.32-24.810.043.4-29.890.026.70-29.570.021.42-26.470.0--0.00
19Q2 (1)31390.00.01.970.00.01.010.00.02.910.00.0261.770.00.030.850.00.027.090.00.029.130.00.070.910.00.061.90.00.037.910.00.029.130.00.0--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)
2024/564.613.59-10.75286.46-14.78185.56N/A-
2024/456.87-11.27-20.67221.86-15.88156.96N/A-
2024/364.0978.03-21.38165.0-14.1165.00.46-
2024/236.0-44.53-42.31100.91-8.73164.040.46-
2024/164.912.7934.8164.9134.81197.20.39-
2023/1263.14-8.7-24.29801.75-11.25199.360.38-
2023/1169.163.12-16.73738.61-9.92203.140.37-
2023/1067.060.21-11.77669.45-9.16198.680.38-
2023/966.923.43-4.32602.39-8.86199.520.38-
2023/864.7-4.71-8.47535.47-9.39199.310.38-
2023/767.91.78-13.66470.77-9.52207.00.37-
2023/666.71-7.83-14.21402.87-8.78210.790.38-
2023/572.390.97-9.52336.16-7.62225.60.36-
2023/471.69-12.07-17.69263.78-7.09215.630.37-
2023/381.5330.63-0.09192.09-2.4192.090.42-
2023/262.4129.6352.2110.56-4.04193.960.42112年2月營收較去年同期增加主係去年農曆春節假期主要在2月份
2023/148.14-42.27-35.1248.14-35.12214.610.38-
2022/1283.410.41-11.3903.440.01242.480.36-
2022/1183.069.27-7.56820.041.32229.010.38-
2022/1076.018.67-19.6736.982.43216.640.4-
2022/969.94-1.06-10.69660.975.77219.280.42-
2022/870.69-10.11-1.72591.038.13227.10.41-
2022/778.651.1315.34520.339.62236.410.39-
2022/677.76-2.89.31441.698.66244.870.37-
2022/580.0-8.142.58363.928.53248.710.36-
2022/487.16.7311.09283.9210.33209.710.43-
2022/381.699.016.46196.829.99196.820.44-
2022/241.01-44.7418.85115.215.83209.250.42-
2022/174.21-21.08-0.274.21-0.2258.10.34-
2021/1294.044.6513.01896.5514.58278.440.32-
2021/1189.86-4.9513.4802.5114.77262.720.34-
2021/1094.5520.7227.19712.6514.94244.790.36-
2021/978.318.877.92618.1113.28215.020.35-
2021/871.9311.047.63539.7914.1205.660.36-
2021/764.78-6.06-4.72467.8615.16210.620.35-
2021/668.96-10.312.12403.0819.16224.150.31-
2021/576.89-1.817.04334.1323.41225.260.31-
2021/478.3111.7615.98257.2429.32182.880.38-
2021/370.07103.0737.99178.9336.18178.930.35-
2021/234.5-53.621.01108.8735.04192.070.33-
2021/174.36-10.6342.7274.3642.72236.810.27-
2020/1283.215.012.53782.42-12.42236.780.28-
2020/1179.246.59-0.96699.21-13.91226.130.29-
2020/1074.332.435.94619.98-15.33213.730.31-
2020/972.578.57-1.87545.64-17.58207.390.35-
2020/866.83-1.7-7.22473.08-19.56202.340.36-
2020/767.990.69-12.98406.25-21.28207.340.35-
2020/667.52-5.99-10.4338.26-22.76206.870.37-
2020/571.836.38-14.85270.73-25.33190.120.4-
2020/467.5232.97-19.95198.9-28.51146.80.52-
2020/350.7778.08-38.96131.39-32.24131.390.62-
2020/228.51-45.27-9.9480.61-27.18161.770.5-
2020/152.1-35.79-34.0952.1-34.09213.260.38-
2019/1281.151.4223.91893.427.96231.320.34-
2019/1180.0114.034.91812.266.59224.120.35-
2019/1070.16-5.12-8.37732.256.78216.140.36-
2019/973.952.65-4.0662.098.69224.120.38-
2019/872.03-7.80.32588.1410.52225.530.37-
2019/778.133.6711.28516.1112.120.0N/A-
2019/675.37-10.66-0.17437.9812.270.0N/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)33160.093.28-9.391.33-17.9825.64-9.3912.64-2.029.04-3.9313.42-2.8974.6-12.96139.36-8.3108.83-9.43
2022 (9)33133.43.62-20.791.62-50.31911.22-3.112.90-42.729.41-49.9713.82-25.8685.71-51.54151.97-30.71120.16-20.25
2021 (8)32042.44.573.633.265.84940.3417.6322.52-22.8218.81-23.5718.64-20.65176.86-10.09219.34-9.15150.682.43
2020 (7)3129-0.324.41-16.03.08-8.06799.39-15.8529.188.2724.615.9923.490.34196.7-10.85241.44-14.96147.1-15.75
2019 (6)31390.05.2550.433.3525.0949.9910.9526.959.0723.229.5323.4134.62220.6321.54283.9339.39174.657.06
2018 (5)31390.03.49100.572.68101.5856.2522.8524.7169.3621.2098.6917.3981.9181.53144.09203.7139.68111.17103.27
2017 (4)3139-0.031.7440.321.3318.75697.014.3614.593.5510.674.39.5624.4874.3719.3284.9931.2254.6938.6
2016 (3)3140-0.061.24-6.061.1277.78609.46-8.0614.0932.310.2367.987.683.2362.3354.2864.77-4.9539.46-18.81
2015 (2)31420.01.32-50.190.63-46.15662.87-14.6710.65-25.686.09-42.667.44-47.0140.4-51.0268.14-50.3448.6-48.09
2014 (1)31422.012.65-20.661.1724.47776.8310.714.33010.62014.04082.4823.6137.2-2.5793.62-10.98

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