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)1106-0.0921.94-0.29-26.09-26.09-0.30-30.430-0.96-43.2815.7943.15-14.6111.271.63-47.25-80.98-10.82-67.23-1158.14-7.75-40.14-49.9-4.67-42.81-1273.53-3.21-25.39-57.35-10.69-63.46-76.11-7.75-40.14-49.920.3210.82-61.05
24Q2 (19)11070.022.05-0.2347.7369.74-0.23-91.6717.86-0.67-52.2727.1750.5355.2430.03.09-43.82361.86-6.476.541.24-5.5362.4168.93-3.27-45.3323.6-2.5647.1162.68-6.5462.8668.54-5.5362.4168.9321.1924.97-18.05
24Q1 (18)110721.3822.05-0.442.22-175.0-0.1255.5620.0-0.4472.33-175.032.55-12.87-22.835.50973.0225.0-6.9242.67-62.44-14.71-25.51-390.33-2.2550.11-25.0-4.84-18.05-250.72-17.61-18.27-378.53-14.71-25.51-390.33-8.27-46.7227.78
23Q4 (17)9120.550.55-0.45-95.65-40.62-0.27015.62-1.59-39.47-183.9337.36-3.66-5.2-0.63-107.35-134.24-12.07-1303.49-19.39-11.72-126.69-37.08-4.51-1226.47-13.32-4.1-100.98-42.86-14.89-145.3-75.38-11.72-126.69-37.08-1.95-12.9650.00
23Q3 (16)9070.00.0-0.2369.7466.67-0.00100.0100.0-1.14-23.91-375.038.78-0.23-7.628.57826.27316.41-0.8692.1993.11-5.1770.9659.8-0.3492.0693.51-2.0470.2667.31-6.0770.859.83-5.1770.9659.8-4.04-152.636.66
23Q2 (15)9070.00.0-0.76-375.0-300.0-0.28-86.6724.32-0.92-475.0-304.4438.87-7.85-29.34-1.18-126.82-117.2-11.01-158.45-2146.94-17.80-493.33-386.34-4.28-137.78-1485.19-6.86-397.1-298.84-20.79-464.95-645.67-17.80-493.33-386.34-0.41-162.50-16.78
23Q1 (14)9070.00.0-0.1650.0-124.62-0.1553.12-1600.0-0.1671.43-124.6242.187.03-7.034.40139.13-66.05-4.2657.86-218.99-3.0064.91-121.82-1.854.77-211.11-1.3851.92-123.47-3.6856.65-122.45-3.0064.91-121.820.4651.8141.77
22Q4 (13)9070.00.0-0.3253.62-134.78-0.3230.43-455.56-0.56-133.33-108.6639.41-6.12-31.221.84146.46-86.75-10.1118.99-276.44-8.5533.51-156.44-3.9824.05-221.34-2.8754.01-134.33-8.4943.81-145.67-8.5533.51-156.44-14.91-104.773.05
22Q3 (12)9070.00.0-0.69-263.16-143.12-0.46-24.32-253.33-0.24-153.33-104.3241.98-23.69-25.7-3.96-157.73-121.08-12.48-2446.94-208.52-12.86-251.37-147.26-5.24-1840.74-180.62-6.24-262.79-142.86-15.11-496.59-148.11-12.86-251.37-147.26-1.22-196.19-1912.16
22Q2 (11)9070.00.11-0.19-129.23-110.44-0.37-3800.0-205.710.45-30.77-88.6155.0121.25-7.286.86-47.07-69.69-0.49-113.69-103.13-3.66-126.62-112.86-0.27-116.67-102.91-1.72-129.25-110.413.81-76.75-89.72-3.66-126.62-112.860.21-79.29-1944.44
22Q1 (10)9070.00.110.65-29.35-69.480.01-88.89-98.210.65-89.95-69.4845.37-20.82-13.3212.96-6.7-52.983.58-37.52-81.3613.75-9.24-63.691.62-50.61-83.95.88-29.67-69.6316.39-11.83-62.9813.75-9.24-63.69-9.70-35.92-79.44
21Q4 (9)9070.00.110.92-42.5-57.80.09-70.0-84.756.4716.3743.1457.31.4212.2213.89-26.08-52.45.73-50.17-72.7815.15-44.32-62.233.28-49.54-69.498.36-42.58-57.7118.59-40.82-60.4215.15-44.32-62.23-1.67-27.30-42.14
21Q3 (8)9070.110.111.60-12.092.560.30-14.2957.895.5640.76137.6156.5-4.7732.518.79-16.97-6.7511.50-26.56-4.1727.21-4.43-22.946.5-30.0326.9514.56-11.922.5431.41-15.29-22.0227.21-4.43-22.944.29-13.32-25.89
21Q2 (7)9060.00.01.82-14.55139.470.35-37.5337.53.9585.45406.4159.3313.3564.8122.63-17.8930.4315.66-18.4879.3828.47-24.8241.649.29-7.65195.8616.53-14.62139.9137.08-16.2445.1828.47-24.8241.647.93-8.42-21.29
21Q1 (6)9060.00.112.13-2.2910550.00.56-5.08411.112.13-52.8810550.052.342.5145.1527.56-5.55644.8619.21-8.74581.4537.87-5.583029.7510.06-6.42798.6119.36-2.078317.3944.27-5.752049.0337.87-5.583029.7511.1318.73102.72
20Q4 (5)9060.00.02.1839.74581.250.59210.5304.5293.1699.1251.0619.754.3529.1844.81255.8521.0575.421102.8640.1113.59495.110.75109.961150.019.7739.23570.1746.9716.61510.7940.1113.59495.1--0.00
20Q3 (4)9060.00.01.56105.260.00.19137.50.02.34200.00.042.6418.440.020.1516.140.012.0037.460.035.3175.670.05.1263.060.014.2106.10.040.2857.710.035.3175.670.0--0.00
20Q2 (3)9060.110.00.763700.00.00.08144.440.00.783800.00.036.0-0.170.017.35368.920.08.73318.80.020.101561.160.03.14318.060.06.892895.650.025.541139.810.020.101561.160.0--0.00
20Q1 (2)905-0.110.00.02-93.750.0-0.1800.00.02-99.120.036.06-26.30.03.70-54.880.0-3.99-328.00.01.21-82.050.0-1.44-267.440.00.23-92.20.02.06-73.210.01.21-82.050.0--0.00
19Q4 (1)9060.00.00.320.00.00.000.00.02.270.00.048.930.00.08.200.00.01.750.00.06.740.00.00.860.00.02.950.00.07.690.00.06.740.00.0--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)
2024/1113.1826.037.96149.893.3435.64N/A-
2024/1010.46-12.85-19.45136.712.9137.52N/A-
2024/912.0-20.32-12.15126.255.3443.120.68-
2024/815.06-6.1617.27114.257.5947.40.62-
2024/716.05-1.430.8699.196.2549.780.59-
2024/616.28-6.6446.883.142.5350.580.58-
2024/517.443.4327.2566.85-4.4743.470.67-
2024/416.8683.9819.4949.41-12.236.860.79-
2024/39.16-15.37-43.0932.55-22.8132.550.84-
2024/210.83-13.75-18.0123.39-10.2835.670.77-
2024/112.562.18-2.3312.56-2.3337.050.74-
2023/1212.290.65-2.56157.33-13.4537.480.55-
2023/1112.21-5.97-5.74145.04-14.2638.850.53-
2023/1012.98-4.95-6.45132.83-14.9739.490.53-
2023/913.666.36-2.92119.85-15.838.770.43-
2023/812.844.7-8.59106.19-17.2136.20.47-
2023/712.2710.6-11.2693.35-18.2737.060.45-
2023/611.09-19.07-39.781.08-19.2438.910.42-
2023/513.71-2.87-26.0869.99-14.6543.920.37-
2023/414.11-12.39-22.0156.28-11.3143.430.37-
2023/316.1121.93-5.8742.17-7.0442.170.38-
2023/213.212.7411.1726.07-7.7438.680.42-
2023/112.861.94-21.4712.86-21.4738.420.42-
2022/1212.61-2.63-28.35181.79-19.3939.440.41-
2022/1112.95-6.68-34.14169.18-18.6340.90.39-
2022/1013.88-1.37-30.8156.23-17.0142.00.38-
2022/914.070.15-24.82142.35-15.3741.950.5-
2022/814.051.64-25.15128.27-14.1946.270.46-
2022/713.82-24.84-27.35114.22-12.6150.760.42-
2022/618.39-0.79-5.9100.4-10.155.030.49-
2022/518.542.47-8.6282.0-10.9953.750.5-
2022/418.095.73-7.1863.46-11.6647.090.57-
2022/317.1144.01-6.7545.37-13.3445.370.47-
2022/211.88-27.42-28.4228.25-16.8945.860.46-
2022/116.37-6.97-5.8816.37-5.8853.640.4-
2021/1217.6-10.5-4.79225.5436.0957.320.4-
2021/1119.67-1.9416.7207.9441.2258.440.39-
2021/1020.067.1427.98188.2744.3957.550.4-
2021/918.72-0.2825.81168.2146.6356.520.33-
2021/818.77-1.3530.02149.4949.7457.350.32-
2021/719.03-2.6543.19130.7253.0758.870.31係因主要產品之數量及價格均較去年成長
2021/619.55-3.6646.76111.6954.8959.340.27係因主要產品之數量及價格均較去年成長
2021/520.294.0973.5692.1456.7358.140.28係因主要產品之數量及價格均較去年成長
2021/419.496.2177.0571.8552.5554.450.3係因主要產品之數量及價格均較去年成長
2021/318.3510.5465.6752.3545.0852.350.32係因主要產品之數量及價格均較去年同期大幅成長
2021/216.6-4.5661.3834.035.9652.490.31係因本月產品 SM及ABS之數量及價格均較去年同月增加,尤以ABS數量較去年本月成長83%
2021/117.4-5.918.1817.418.1852.740.31-
2020/1218.499.7112.38165.72-19.1151.010.24-
2020/1116.857.521.2147.23-21.8647.40.25-
2020/1015.675.33-1.76130.38-24.144.990.27-
2020/914.883.05-5.36114.71-26.3942.610.24-
2020/814.448.63-10.9699.83-28.7541.050.25-
2020/713.29-0.22-27.8885.4-31.0738.30.27-
2020/613.3213.92-24.1772.11-31.6336.020.31-
2020/511.696.19-38.5858.79-33.1233.780.33-
2020/411.01-0.6-41.4647.09-31.6132.370.35-
2020/311.087.68-32.7436.08-27.9236.080.36-
2020/210.29-30.11-29.2625.01-25.5541.460.31-
2020/114.72-10.52-22.7114.72-22.710.0N/A-
2019/1216.45-1.19-15.76204.89-17.210.0N/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)9120.55-1.590-0.700157.19-13.522.85-40.5-6.950-9.270-10.920-17.550-14.380
2022 (9)9070.0-0.560-1.140181.77-19.384.79-76.74-4.330-2.500-7.870-0.160-4.940
2021 (8)9070.116.4543.021.3091.18225.4736.0220.599.8712.9221.8926.953.3829.1365.7973.5744.058.8143.12
2020 (7)9060.04.5198.680.687.94165.76-19.0218.7445.3810.6058.4526.07145.2517.5728.2551.0986.3941.0998.5
2019 (6)9060.112.27-30.150.63-57.43204.68-17.2712.89-21.356.69-39.5710.63-16.513.7-49.9827.41-32.4420.7-30.07
2018 (5)9050.443.25-10.471.482.78247.415.9516.390.8611.074.0412.73-13.7527.3910.2740.57-3.0129.6-10.0
2017 (4)9010.113.6336.981.447.46233.5117.2316.25-5.4710.64-2.2114.7613.9824.8414.6341.8335.6432.8936.98
2016 (3)9000.02.6563.581.3412.61199.19-0.5317.1913.1710.8819.312.9556.9721.6718.6730.8455.4424.0163.11
2015 (2)9000.01.62422.581.190200.25-17.7315.19132.269.12401.18.25308.4218.26311.2619.84163.1314.72402.39
2014 (1)9000.00.31-85.58-0.020243.4-7.416.5401.8202.0204.44-78.077.54-71.092.93-84.98

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