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)3980.00.00.9729.3322.781.0955.71101.852.7654.1966.2731.1124.5412.3132.936.7133.3717.4028.7983.9312.403.519.155.4160.53106.493.8629.122.5415.9010.4221.3712.403.519.1510.230.7243.89
24Q2 (19)3980.00.00.75-27.8856.250.7032.08268.421.7972.12105.7524.98-4.078.9930.864.3629.2813.515.0575.011.98-24.6545.213.370.690.42.99-27.7858.214.40-30.1614.111.98-24.6545.211.88144.067.44
24Q1 (18)3980.00.01.04316.0160.00.53-17.1920.451.04-45.55160.026.047.83-0.2329.576.2123.9812.864.9832.9915.90288.75162.813.3513.1832.944.14318.18162.0320.62254.3127.5915.90288.75162.81-2.50123.830.66
23Q4 (17)3980.00.00.25-68.35525.00.6418.52146.151.9115.0661.8624.15-12.821.4327.8412.7639.8312.2529.49142.574.09-64.0452.72.9612.98146.670.99-68.57450.05.82-55.57285.434.09-64.0452.74.02-1.88101.37
23Q3 (16)3980.00.00.7964.5871.740.54184.21980.01.6690.845.6127.720.86-9.624.693.4460.329.4622.54292.5311.3637.790.282.6248.02254.053.1566.6772.1313.103.868.3811.3637.790.284.3442.2963.70
23Q2 (15)3980.00.00.4820.020.00.19-56.8246.150.87117.527.9422.92-12.18-15.1723.870.0850.317.72-20.17194.668.2536.3639.121.77-29.76149.31.8919.6218.1212.6239.2990.358.2536.3639.12-1.28460.006.21
23Q1 (14)3980.00.00.40900.048.150.4469.234500.00.40-66.148.1526.19.62-0.2723.8519.7973.839.6791.49787.166.05717.5744.742.52110.0768.971.58777.7844.959.06500.067.166.05717.5744.74-6.33404.35244.62
22Q4 (13)3980.00.00.04-91.3-20.00.26420.02500.01.183.51306.923.81-22.2912.5819.9129.2941.915.05109.543507.140.74-87.6-22.111.262.163900.00.18-90.16-10.01.51-80.5979.760.74-87.6-22.11-4.44-38.15179.23
22Q3 (12)3980.00.00.4615.0212.20.05-61.54114.711.1467.65375.030.6413.481.8415.40-3.02119.062.41-8.02124.625.970.67161.550.744.23144.851.8314.37211.597.7817.35167.655.970.67161.558.3231.57669.23
22Q2 (11)3980.00.00.4048.15185.710.131400.0-61.760.68151.854.6227.023.2535.5115.8815.74-26.552.62140.37-61.415.9341.87115.640.71144.83-47.411.646.79190.916.6322.32139.355.9341.87115.6413.49244.07600.00
22Q1 (10)3980.00.00.27440.0-47.06-0.01-200.0-101.920.27-6.9-47.0626.1723.741.0813.72-2.21-43.421.09678.57-89.464.18340.0-47.090.29866.67-89.181.09445.0-46.575.42545.24-47.434.18340.0-47.0924.63276.10-48.53
21Q4 (9)3980.00.00.05112.2-79.170.01102.94-97.830.2920.83-47.2721.1525.52-6.714.0399.57-41.250.14101.43-98.550.95109.79-77.050.03101.82-98.630.2112.2-78.720.84107.3-85.310.95109.79-77.055.01-140.33-48.53
21Q3 (8)3980.00.0-0.41-392.86-264.0-0.34-200.0-194.440.24-63.08-22.5816.85-15.5-17.687.03-67.48-71.81-9.79-244.18-198.59-9.70-452.73-299.18-1.65-222.22-181.28-1.64-398.18-264.0-11.50-515.16-249.16-9.70-452.73-299.18-19.24-232.71-117.31
21Q2 (7)3980.01.020.14-72.55170.00.34-34.62312.50.6527.45983.3319.94-22.9835.5521.62-10.8559.446.79-34.33208.992.75-65.19151.41.35-49.63246.740.55-73.04169.622.77-73.13137.532.75-65.19151.4-4.3919.98-10.79
21Q1 (6)3980.00.00.51112.596.150.5213.0492.590.51-7.2796.1525.8914.2-2.5624.251.555.2110.347.2663.357.9090.82103.082.6822.3759.522.04117.0298.0610.3180.2465.497.9090.82103.0812.4754.2520.41
20Q4 (5)3980.00.00.24-4.09.090.4627.7824.320.5577.42-49.0722.6710.75-10.5423.88-4.25-7.339.64-2.9230.094.14-14.9920.72.197.8816.490.94-6.08.055.72-25.8113.044.14-14.9920.7--0.00
20Q3 (4)3981.020.00.25225.00.00.36325.00.00.31416.670.020.4739.160.024.9483.920.09.93259.390.04.87191.030.02.03320.650.01.0226.580.07.71204.470.04.87191.030.0--0.00
20Q2 (3)394-1.010.0-0.20-176.920.0-0.16-159.260.00.06-76.920.014.71-44.640.013.56-41.170.0-6.23-198.420.0-5.35-237.530.0-0.92-154.760.0-0.79-176.70.0-7.38-218.460.0-5.35-237.530.0--0.00
20Q1 (2)3980.00.00.2618.180.00.27-27.030.00.26-75.930.026.574.850.023.05-10.550.06.33-14.570.03.8913.410.01.68-10.640.01.0318.390.06.2323.120.03.8913.410.0--0.00
19Q4 (1)3980.00.00.220.00.00.370.00.01.080.00.025.340.00.025.770.00.07.410.00.03.430.00.01.880.00.00.870.00.05.060.00.03.430.00.0--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)
2024/108.56-7.272.2490.696.5828.82N/A-
2024/99.23-16.2910.1282.137.0531.110.54-
2024/811.031.616.1672.96.6729.30.57-
2024/710.8546.2421.4761.876.7626.850.62-
2024/67.42-13.471.8151.024.0824.980.68-
2024/58.58-4.494.1243.64.4826.90.64-
2024/48.98-3.9121.4635.024.5725.030.68-
2024/39.3539.428.6526.04-0.2126.040.65-
2024/26.7-32.9-30.1316.69-4.5724.230.7-
2024/19.9932.5826.479.9926.4725.770.65-
2023/127.54-8.61.52100.87-6.2824.150.67-
2023/118.25-1.480.3393.33-6.8625.00.65-
2023/108.37-0.132.585.09-7.527.140.6-
2023/98.38-19.3-17.9576.72-8.4827.70.65-
2023/810.3916.26-7.1468.33-7.1726.610.68-
2023/78.9322.57-3.2957.95-7.1724.460.74-
2023/67.29-11.5-15.0349.01-7.8422.920.85-
2023/58.2411.4-4.2941.73-6.4624.230.8-
2023/47.39-14.05-24.8133.49-6.9825.590.76-
2023/38.6-10.35-15.7126.1-0.2826.10.81-
2023/29.621.4626.3917.59.5624.920.84-
2023/17.96.43-5.677.9-5.6723.540.89-
2022/127.42-9.689.45107.6428.3823.810.88-
2022/118.220.642.52100.2130.0426.60.79-
2022/108.17-20.0728.4391.9933.2429.570.71-
2022/910.22-8.6685.4683.8333.7230.640.75因110年9月越南地區因疫情當地政府實施防疫政策,導致重要客戶封廠暫時停止營運,無法交貨,營收因而減少
2022/811.1921.07117.9373.6128.7429.00.79因110年8月越南地區因疫情當地政府實施防疫政策,導致重要客戶封廠暫時停止營運,無法交貨,營收因而減少
2022/79.247.6948.6962.4319.9426.420.87-
2022/68.58-0.3224.0553.1916.0527.020.97-
2022/58.61-12.4742.2644.6114.6328.640.92-
2022/49.83-3.6540.9336.019.5427.630.95-
2022/310.2134.429.4526.171.0826.171.02-
2022/27.59-9.357.415.97-3.6222.751.18-
2022/18.3823.5-11.828.38-11.8223.171.15-
2021/126.78-15.39-2.2683.84-0.6821.151.17-
2021/118.0226.079.677.06-0.5419.881.24-
2021/106.3615.41-24.4469.04-1.5917.01.45-
2021/95.517.33-34.4562.691.5116.851.63-
2021/85.13-17.39-24.2957.187.1718.261.5-
2021/76.21-10.1417.6152.0411.7619.181.43-
2021/66.9114.2941.1845.8311.0119.941.19-
2021/56.05-13.2844.4838.926.9522.351.06-
2021/46.98-25.1723.9632.872.0723.371.02-
2021/39.3231.91-13.2225.89-2.5625.890.77-
2021/27.07-25.58-15.2416.574.6623.510.85-
2021/19.536.8926.839.526.8323.750.84-
2020/126.94-5.12-9.6284.42-17.8122.670.71-
2020/117.31-13.09-8.3777.48-18.4724.130.66-
2020/108.410.12-13.1170.17-19.423.60.68-
2020/98.423.95-8.8261.75-20.1820.470.72-
2020/86.7828.34-27.9853.35-21.7216.960.86-
2020/75.287.85-40.1446.57-20.7214.371.02-
2020/64.916.97-25.841.29-17.2814.711.05-
2020/54.19-25.6-48.3536.39-15.9820.560.75-
2020/45.63-47.61-36.9232.2-8.5324.710.63-
2020/310.7428.834.7926.571.126.570.75-
2020/28.3411.3620.4615.83-1.2523.510.85-
2020/17.49-2.46-17.767.49-17.7623.150.86-
2019/127.68-3.810.14102.718.20.0N/A-
2019/117.98-17.58-4.5995.048.050.0N/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)3980.01.9061.021.80328.57100.87-6.2825.0455.439.79258.617.5472.549.87236.8610.2972.947.661.7
2022 (9)3980.01.18306.90.42-20.75107.6328.3816.11-8.362.73-4.884.37216.672.9321.585.95307.534.7305.17
2021 (8)3980.00.29-47.270.53-43.0183.84-0.6917.58-20.382.87-51.361.38-46.512.41-51.611.46-57.561.16-46.79
2020 (7)3980.00.55-49.070.93-16.2284.42-17.8122.08-4.215.90-6.942.58-38.424.98-23.53.44-46.332.18-49.3
2019 (6)3980.01.0842.111.1148.0102.718.2123.0513.496.3458.14.1931.356.5170.876.4166.934.341.91
2018 (5)3980.00.76-66.370.75-69.8894.92-3.6820.31-31.064.01-68.13.19-65.13.81-69.253.84-66.553.03-66.37
2017 (4)3980.02.26-27.332.49-22.1998.55-10.7829.46-0.112.57-11.69.14-18.8312.39-21.1311.48-25.59.01-27.57
2016 (3)3983.113.119.513.2018.96110.46-2.0529.499.2614.2219.411.2615.2515.7116.9815.4112.2412.4412.89
2015 (2)3862.932.8410.512.6915.45112.770.7726.999.811.9117.579.7712.6913.4318.4313.7316.5511.0213.61
2014 (1)3753.022.5717.892.3327.32111.916.724.58010.1308.67011.3418.3711.7814.599.721.4

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