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)415.135.131.1612.62-11.450.8316.9-7.783.0751.9814.557.01-2.23-0.1414.8613.5214.045.9522.183.846.6036.654.930.4220.05.00.4817.07-7.697.9021.73-0.56.6036.654.93-0.978.861.22
24Q2 (19)390.00.01.035.10.980.71-14.46-11.252.02106.1245.327.170.286.713.09-6.570.774.87-8.8-13.044.833.21-3.980.35-7.89-7.890.415.135.136.497.990.624.833.21-3.98-4.32-13.65-0.38
24Q1 (18)390.00.00.98-32.41157.890.8313.7112.820.98-76.21157.897.15-8.92-4.9214.016.763.15.3429.93164.364.68-24.76283.610.3818.75153.330.39-31.58160.06.01-20.08211.44.68-24.76283.611.45-10.86-2.60
23Q4 (17)390.00.01.4510.691108.330.73-18.8978.054.1253.732842.867.8511.82-13.6413.130.7766.844.11-28.27183.456.22-1.118985.710.32-20.0146.150.579.621040.07.52-5.294077.786.22-1.118985.718.1419.56-3.20
23Q3 (16)390.00.01.3128.43245.560.9012.5283.672.6892.8113300.07.024.46-14.9113.030.31196.815.732.32261.866.2925.05226.050.45.26237.930.5233.33248.577.9423.1248.696.2925.05226.05-3.0998.4258.81
23Q2 (15)390.00.01.02168.4275.860.80105.1363.271.39265.7951.096.72-10.64-23.2912.9951.2228.365.60177.23101.445.03312.3145.370.38153.3358.330.39160.077.276.45234.2118.645.03312.3145.37-13.96192.5450.12
23Q1 (14)390.05.410.38216.678.570.39-4.88-23.530.38171.438.577.52-17.27-1.188.599.15-19.572.0239.31-16.531.221842.8687.690.1515.38-16.670.15200.015.381.93972.2239.861.221842.8687.69-3.54165.0089.39
22Q4 (13)390.05.410.12113.33-87.630.41183.67-42.250.14600.0-96.089.0910.186.697.8779.27-36.121.45140.96-63.57-0.0798.6-101.870.13144.83-61.760.05114.29-86.110.18103.37-96.21-0.0798.6-101.872.18-70.92-8.17
22Q3 (12)390.05.41-0.90-255.17-213.92-0.49-200.0-388.240.02-97.83-99.238.25-5.827.564.39-56.62-41.54-3.54-227.34-511.63-4.99-343.41-278.85-0.29-220.83-514.29-0.35-259.09-220.69-5.34-281.02-241.64-4.99-343.41-278.854.64-94.73-101.96
22Q2 (11)395.4111.430.5865.71-38.30.49-3.9211.360.92162.86-51.588.7615.1119.1810.12-5.24-10.22.7814.881.092.05215.38-45.480.2433.3320.00.2269.23-33.332.95113.77-38.412.05215.38-45.482.210.89-16.05
22Q1 (10)370.05.710.35-63.92-63.540.51-28.17-13.560.35-90.2-63.547.61-10.6817.810.68-13.31-9.82.42-39.2-42.790.65-82.67-85.160.18-47.06-33.330.13-63.89-60.611.38-70.95-75.40.65-82.67-85.160.20-20.57144.74
21Q4 (9)370.05.710.9722.78-28.680.71317.650.03.5737.31-19.598.5211.0835.4512.3264.05-13.913.98362.79-19.923.7534.41-41.310.34385.719.680.3624.14-25.04.7525.99-40.553.7534.41-41.317.713.41128.14
21Q3 (8)375.715.710.79-15.96-36.80.17-61.36-73.022.6036.84-15.587.674.3536.487.51-33.36-48.10.86-68.73-85.52.79-25.8-63.340.07-65.0-78.790.29-12.12-34.093.77-21.29-58.432.79-25.8-63.349.06-9.02-43.39
21Q2 (7)350.02.940.94-2.084.440.44-25.420.01.9097.921.067.3513.7836.3611.27-4.81-32.762.75-34.99-55.283.76-14.16-33.330.2-25.93-39.390.330.06.454.79-14.62-43.713.76-14.16-33.338.24-15.75-21.16
21Q1 (6)350.02.940.96-29.41-2.040.59-16.9-16.90.96-78.38-2.046.462.717.8811.84-17.26-19.354.23-14.89-36.14.38-31.46-26.510.27-12.9-25.00.33-31.250.05.61-29.79-22.944.38-31.46-26.517.31-10.30-2.10
20Q4 (5)350.02.941.368.840.210.7112.7144.834.4444.1610.726.2911.9218.6814.31-1.1112.54.97-16.199.236.39-16.033.230.31-6.0629.170.489.0945.457.99-11.91-5.896.39-16.033.23--0.00
20Q3 (4)352.940.01.2538.890.00.6343.180.03.0863.830.05.624.270.014.47-13.660.05.93-3.580.07.6134.930.00.330.00.00.4441.940.09.076.580.07.6134.930.0--0.00
20Q2 (3)340.00.00.90-8.160.00.44-38.030.01.8891.840.05.39-1.640.016.7614.170.06.15-7.10.05.64-5.370.00.33-8.330.00.31-6.060.08.5116.90.05.64-5.370.0--0.00
20Q1 (2)340.00.00.981.030.00.71144.830.00.98-75.560.05.483.40.014.6815.410.06.6245.490.05.96-3.720.00.3650.00.00.330.00.07.28-14.250.05.96-3.720.0--0.00
19Q4 (1)340.00.00.970.00.00.290.00.04.010.00.05.30.00.012.720.00.04.550.00.06.190.00.00.240.00.00.330.00.08.490.00.06.190.00.0--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)
2024/102.4311.54-1.1323.59-0.57.01N/A-
2024/92.18-9.27-2.4121.16-0.436.950.28-
2024/82.41.261.1518.98-0.196.80.29-
2024/72.3717.27-1.4616.58-0.397.110.27-
2024/62.02-25.4-9.214.21-0.217.060.26-
2024/52.7116.7416.7712.181.457.330.25-
2024/42.321.127.159.47-2.216.720.27-
2024/32.39.36-13.617.15-4.917.150.31-
2024/22.1-23.6-12.164.85-0.157.550.29-
2024/12.751.811.482.7511.488.150.27-
2023/122.7-0.01-12.6329.03-13.867.860.27-
2023/112.79.85-5.8526.41-13.727.390.29-
2023/102.4610.1-21.323.71-14.537.070.3-
2023/92.23-5.95-20.5321.25-13.677.020.28-
2023/82.38-1.36-15.7319.02-12.797.010.28-
2023/72.418.06-8.1316.64-12.356.960.28-
2023/62.23-4.06-23.8114.24-13.036.720.29-
2023/52.327.12-20.5712.01-10.687.150.27-
2023/42.17-18.48-25.389.69-7.947.220.27-
2023/32.6611.19-3.067.52-1.287.520.35-
2023/22.39-3.0212.994.86-0.287.950.33-
2023/12.47-20.22-10.472.47-10.478.430.31-
2022/123.097.745.1333.7112.399.090.32-
2022/112.87-8.178.6230.6213.188.810.33-
2022/103.1211.176.427.7513.678.750.33-
2022/92.81-0.2718.5124.6214.678.250.41-
2022/82.827.5213.3621.8114.198.360.41-
2022/72.62-10.37-6.6418.9914.318.470.4-
2022/62.920.0117.8516.3718.588.760.41-
2022/52.920.6323.0913.4518.748.570.42-
2022/42.915.9116.5110.5217.587.770.46-
2022/32.7429.6116.567.6217.997.620.27-
2022/22.12-23.1710.954.8718.817.810.26-
2022/12.76-6.3125.652.7625.658.340.25-
2021/122.9411.3327.0529.9931.738.520.26-
2021/112.64-10.0436.9527.0532.267.950.28-
2021/102.9423.8243.8124.4131.787.790.28-
2021/92.37-4.6121.0121.4730.287.670.32-
2021/82.49-11.4534.419.131.547.780.32-
2021/72.8113.1455.2516.6131.127.670.32主係本月本公司大宗原物料買賣之金額,因原、物料價格波動而大幅增加至5100萬元所致。
2021/62.484.4638.7613.8127.17.350.41-
2021/52.38-4.7337.2911.3224.87.220.41-
2021/42.495.9533.238.9521.866.760.44-
2021/32.3523.3624.576.4517.976.450.4-
2021/21.91-12.9813.084.114.486.420.4-
2021/12.19-5.2715.742.1915.746.440.4-
2020/122.3120.017.7322.7725.26.290.3-
2020/111.93-5.535.4420.4526.115.930.32-
2020/102.044.1936.1118.5228.745.850.32-
2020/91.965.9342.6416.4827.885.620.28-
2020/81.852.2824.4514.5226.125.450.29-
2020/71.811.1224.8612.6726.365.330.29-
2020/61.793.3529.2710.8626.625.390.28-
2020/51.73-7.5515.039.0726.115.490.28-
2020/41.87-0.9235.547.3429.035.450.28-
2020/31.8911.9836.95.4726.955.470.33-
2020/21.69-10.9452.483.5822.265.550.33本月增加50%以上主係:畜產部規模擴大、大宗原物料買賣增加及併入子公司營收所致。
2020/11.89-3.643.921.893.925.690.32-
2019/121.977.4834.818.1822.150.0N/A-
2019/111.8321.9323.9416.2220.780.0N/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)390.04.112835.712.80194.7429.1-13.6811.9044.424.31445.574.6701.25362.961.7201.622600.0
2022 (9)395.410.14-96.060.95-50.033.7112.378.24-23.210.79-73.04-0.5600.27-69.32-0.0600.06-95.42
2021 (8)375.713.55-19.681.90-23.6930.031.7510.73-28.562.93-50.173.64-43.210.88-34.331.41-24.61.31-15.48
2020 (7)352.944.4210.52.4943.9322.7725.1815.021.695.885.766.41-14.531.3432.671.8711.981.5513.97
2019 (6)349.684.0025.391.7331.0618.1922.2414.7730.945.5624.387.5011.771.0153.031.6749.111.3636.0
2018 (5)313.333.19-30.651.320.014.885.2311.28-23.994.47-12.876.71-31.810.66-9.591.12-29.111.0-28.06
2017 (4)3036.364.60-28.351.3246.6714.1411.6914.8417.595.1344.929.84-14.140.7362.221.583.951.39-3.47
2016 (3)224.766.42296.30.90210.3412.660.8812.6231.733.5450.6411.46274.510.4555.171.52192.311.44323.53
2015 (2)21-30.01.6200.29-40.8212.55-17.549.5835.692.3564.343.06500.00.2931.820.52766.670.34750.0
2014 (1)30114.290.0000.49880.015.222.917.0601.4300.5100.22266.670.06-62.50.04-66.67

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