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)1063-0.84-0.84-0.62-169.57-395.240.16-67.35-46.67-1.22-103.33-913.33129.03-4.14-4.422.39-71.0-76.97-6.74-1921.62-350.56-11.87-153.63-935.92-8.7-1840.0-339.67-6.59-162.55-386.52-13.20-144.9-760.0-11.87-153.63-935.923.90-65.860.81
24Q2 (19)10720.00.0-0.2337.84-866.670.4968.97-38.75-0.60-62.16-900.0134.611.945.498.2489.43-30.170.37110.14-91.49-4.6842.36-57.580.5111.42-91.01-2.5136.29-1029.63-5.3943.14-154.25-4.6842.36-57.582.8314.510.24
24Q1 (18)10720.00.0-0.37-8.82-311.110.29-68.48-74.34-0.37-94.74-311.11120.24-6.28-8.744.35-41.3-67.22-3.65-1158.62-165.18-8.127.94-82.06-4.38-1083.78-159.35-3.94-7.07-306.19-9.4811.81-124.64-8.127.94-82.06-5.62-135.3669.09
23Q4 (17)10720.00.0-0.34-261.9-173.910.92206.67-55.34-0.19-226.67-113.1128.3-4.96-15.317.41-28.61-60.16-0.29-110.78-102.55-8.82-721.13-2000.0-0.37-110.19-102.15-3.68-260.0-174.8-10.75-637.5-7266.67-8.82-721.13-2000.00.42169.0572.08
23Q3 (16)10720.00.00.21600.031.250.30-62.5-79.590.15350.0-84.85135.05.81-17.3810.38-12.03-13.572.69-38.16-33.741.42147.81131.143.63-34.71-45.252.3751.8532.182.00194.34145.251.42147.81131.141.32366.67-45.85
23Q2 (15)10720.00.00.03133.33-90.910.80-29.2-47.71-0.0633.33-107.23127.59-3.16-28.5311.80-11.08-30.474.35-22.32-53.87-2.9733.41-3400.05.56-24.66-66.960.27127.84-92.37-2.1249.76-192.58-2.9733.41-3400.0-8.096.88-37.17
23Q1 (14)10720.00.0-0.09-119.57-118.01.13-45.15-0.88-0.09-106.21-118.0131.76-13.02-22.9413.27-28.66-27.495.60-50.7-42.62-4.46-961.9-204.457.38-57.14-55.76-0.97-119.72-118.13-4.22-2913.33-173.01-4.46-961.9-204.45-10.1533.97-2.50
22Q4 (13)10720.00.00.46187.5-68.922.0640.140.981.4546.46-70.04151.49-7.28-21.7118.6054.87-31.2111.36179.8-44.72-0.4290.79-103.017.22159.73-56.74.92182.76-69.080.15103.39-99.15-0.4290.79-103.0-7.8867.9918.11
22Q3 (12)10720.00.00.16-51.52-83.671.47-3.9268.970.9919.28-70.54163.39-8.48-11.5112.01-29.23-41.244.06-56.95-70.54-4.56-5166.67-140.186.63-60.61-73.951.74-50.85-83.37-4.42-293.01-130.57-4.56-5166.67-140.18-2.04-42.7615.14
22Q2 (11)10720.00.00.33-34.0-72.951.5334.2156.120.8366.0-65.13178.524.410.5916.97-7.27-29.829.43-3.38-46.990.09-97.89-99.4116.830.9-46.693.54-33.83-72.892.29-60.38-88.120.09-97.89-99.41-3.62-50.11-4.95
22Q1 (10)10720.00.00.50-66.22-56.91.14-44.121.790.50-89.67-56.9170.98-11.645.5818.30-32.32-33.59.76-52.51-50.684.27-69.5-73.1416.68-58.06-47.945.35-66.37-57.175.78-67.08-71.334.27-69.5-73.14-3.42-7.6045.18
21Q4 (9)10720.00.01.4851.0222.312.04134.4888.894.8444.05115.11193.514.824.2527.0432.29-8.1520.5549.13-7.9714.0023.35-26.0839.7756.2714.3815.9152.122.6717.5621.44-24.5414.0023.35-26.084.4215.6861.63
21Q3 (8)10720.00.00.98-19.6775.00.87-11.2274.03.3641.18223.08184.644.0448.7420.44-15.47-0.3413.78-22.541.711.35-25.43-0.8725.45-19.3951.3110.46-19.9174.0414.46-24.962.4111.35-25.43-0.876.81-7.25-11.86
21Q2 (7)10720.0-1.831.225.17351.850.98-12.5476.472.38105.17395.83177.479.5963.4824.18-12.1474.0817.79-10.11160.8515.22-4.28147.8831.57-1.47326.0513.064.56342.7119.27-4.41144.2315.22-4.28147.886.790.52-4.40
21Q1 (6)10720.00.01.16-4.13480.01.123.7273.331.16-48.44480.0161.943.9842.627.52-6.5269.8819.79-11.37126.6915.90-16.05179.4432.04-7.85222.9812.49-3.7475.5820.16-13.36157.815.90-16.05179.4414.7255.9759.85
20Q4 (5)10720.00.01.21116.07365.381.08116.0248.392.25116.3589.08155.7425.4613.9129.4443.54107.1822.3364.8214.9518.9465.41276.5434.77106.72258.8212.97115.81358.323.2764.8245.7718.9465.41276.54--0.00
20Q3 (4)1072-1.830.00.56107.410.00.50194.120.01.04116.670.0124.1414.350.020.5147.660.013.5598.680.011.4586.480.016.82126.990.06.01103.730.014.1278.960.011.4586.480.0--0.00
20Q2 (3)10921.870.00.2735.00.00.17-43.330.00.48140.00.0108.56-4.40.013.89-14.260.06.82-21.880.06.147.910.07.41-25.30.02.9535.940.07.890.90.06.147.910.0--0.00
20Q1 (2)10720.00.00.20-23.080.00.30-3.230.00.20-83.190.0113.56-16.940.016.2014.00.08.7323.130.05.6913.120.09.922.370.02.17-23.320.07.8216.20.05.6913.120.0--0.00
19Q4 (1)10720.00.00.260.00.00.310.00.01.190.00.0136.720.00.014.210.00.07.090.00.05.030.00.09.690.00.02.830.00.06.730.00.05.030.00.0--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)
2024/1144.9613.617.55468.42-2.23125.93N/A-
2024/1039.58-4.37-7.87423.46-3.17123.3N/A-
2024/941.39-2.24-8.16383.88-2.65129.040.58-
2024/842.34-6.57-15.87342.49-1.94133.030.56-
2024/745.32-0.1214.34300.160.39136.120.55-
2024/645.37-0.1213.73254.84-1.73134.590.55-
2024/545.433.741.05209.46-4.54130.080.57-
2024/443.797.162.43164.04-5.99120.380.61-
2024/340.8614.36-13.71120.25-8.72120.250.54-
2024/235.73-18.15-20.7279.39-5.92123.110.53-
2024/143.66-0.1511.0343.6611.03129.190.5-
2023/1243.724.58-18.81522.86-21.3128.490.54-
2023/1141.81-2.69-11.0479.14-21.52129.840.53-
2023/1042.96-4.67-15.23437.33-22.4138.360.5-
2023/945.07-10.44-16.38394.37-23.11135.030.48-
2023/850.3326.97-3.51349.3-23.9129.850.5-
2023/739.63-0.65-29.94298.98-26.51124.490.53-
2023/639.89-11.26-35.03259.34-25.96127.60.57-
2023/544.965.16-25.87219.45-24.03135.060.54-
2023/442.75-9.72-25.24174.49-23.54135.170.54-
2023/347.365.06-17.38131.74-22.97131.740.57-
2023/245.0714.64-14.4884.39-25.78138.250.54-
2023/139.32-27.0-35.5539.32-35.55140.150.53-
2022/1253.8614.65-6.94664.43-7.41151.510.48-
2022/1146.97-7.31-31.28610.57-7.46151.560.48-
2022/1050.68-5.96-24.73563.59-4.7156.740.46-
2022/953.93.33-15.74512.91-2.13162.630.49-
2022/852.16-7.8-14.13459.01-0.24170.140.47-
2022/756.58-7.86-5.62406.851.87178.630.45-
2022/661.411.231.43350.283.19179.240.52-
2022/560.656.067.05288.873.57175.160.53-
2022/457.18-0.24-5.13228.222.68167.210.56-
2022/357.328.76-7.68171.035.6171.030.48-
2022/252.7-13.6112.86113.7113.86171.590.47-
2022/161.015.414.7461.0114.74187.240.43-
2021/1257.88-15.33-0.55717.6742.94193.570.39-
2021/1168.361.5133.16659.7948.65199.660.38-
2021/1067.345.2645.68591.4350.68192.050.4因市場環境影響,銷售量價皆優於去年同期,故營收增加。
2021/963.975.348.5524.151.34184.660.33因市場環境影響,銷售量價皆優於去年同期,故營收增加。
2021/860.741.3251.61460.1351.75181.230.34因市場環境影響銷售量價皆優於去年同期,故營收增加。
2021/759.95-0.9646.22399.3851.77177.140.35因市場環境影響銷售量價皆優於去年同期,故營收增加。
2021/660.546.8453.17339.4352.79177.470.34因市場環境影響銷售量價皆優於去年同期,故營收增加。
2021/556.66-6.0166.58278.952.71179.030.34因市場環境影響銷售量價皆優於去年同期,故營收增加。
2021/460.28-2.9271.96222.2449.53169.070.36因市場環境影響銷售量價皆優於去年同期,故營收增加。
2021/362.132.9849.46161.9642.61161.960.31-
2021/246.7-12.1728.1499.8638.66158.070.32-
2021/153.17-8.6449.4453.1749.44162.710.31-
2020/1258.213.3727.39502.05-9.8155.760.28-
2020/1151.3411.0612.83443.84-13.13140.630.31-
2020/1046.227.291.35392.51-15.67129.360.33-
2020/943.087.52-3.94346.29-17.52124.140.33-
2020/840.06-2.27-15.4303.21-19.14120.580.34-
2020/741.03.73-14.03263.15-19.68114.530.36-
2020/639.5216.2-12.98222.15-20.64108.590.37-
2020/534.01-2.97-33.66182.63-22.13110.610.37-
2020/435.05-15.62-27.54148.62-18.9113.040.36-
2020/341.5514.01-12.67113.56-15.8113.560.46-
2020/236.442.41-2.1872.02-17.5117.70.45-
2020/135.58-22.12-28.935.58-28.90.0N/A-
2019/1245.690.41-8.05556.63-8.570.0N/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)10720.0-0.1903.15-49.19522.65-21.3310.73-34.853.10-64.08-3.65016.19-71.77-19.370-2.070
2022 (9)10720.01.45-69.986.2023.75664.37-7.4116.47-33.438.63-51.92-0.09057.36-55.486.97-94.5315.55-70.04
2021 (8)10720.04.83115.625.01144.39717.5642.9424.7418.4917.9530.8314.0524.12128.8387.06127.5279.0351.91115.39
2020 (7)10720.02.2488.242.05156.25502.01-9.820.8872.5613.72160.3411.32147.768.87134.8971.23111.9324.188.13
2019 (6)10720.01.19138.00.800556.57-8.612.1027.15.2766.254.5748.3829.3251.6833.6133.2712.81137.22
2018 (5)10722.00.50-52.83-0.050608.934.759.52-22.353.17-45.443.08-33.9119.33-42.7825.22-27.695.4-51.4
2017 (4)10511.941.06-7.830.94-21.67581.349.4812.26-5.45.81-2.354.664.0233.786.8634.8813.5811.11-6.64
2016 (3)10310.01.1535.291.2093.55531.021.3912.9624.865.9576.044.4852.931.6178.3930.7154.4811.935.23
2015 (2)1031-0.480.8537.10.62520.0523.74-12.2810.3858.723.38482.762.93179.0517.72409.219.88126.688.837.29
2014 (1)1036-0.190.62-21.520.1042.86597.051.756.5400.5801.0503.48-74.418.77-58.346.41-21.54

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