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)971.041.040.46-25.81-66.42-0.2613.33-36.841.5044.23-63.945.11-8.59-2.6711.72-17.23-25.4-5.47-54.08-1089.139.02-16.4-63.88-0.28-40.0-1300.00.44-25.42-66.418.10-33.39-70.969.02-16.4-63.887.0010.9031.24
24Q2 (19)960.00.00.6247.62-74.8-0.3049.15-400.01.04147.62-62.725.5922.59-10.8514.1634.22-23.87-3.5562.07-181.6110.7922.2-71.32-0.253.49-174.070.5947.5-74.8912.162.44-69.8310.7922.2-71.3210.44115.81-662.92
24Q1 (18)960.00.00.42184.027.27-0.59-1375.0-755.560.42-88.5227.274.56-1.72-15.7110.55-18.85-38.48-9.36-72.38-445.398.83184.8250.43-0.43-72.0-386.670.4183.3325.011.87179.4569.818.83184.8250.43-6.6723.75-648.02
23Q4 (17)960.00.0-0.50-136.5-516.67-0.0478.95-109.093.66-12.02-50.614.64-11.62-24.5513.00-17.25-37.98-5.43-1080.43-166.06-10.41-141.69-642.19-0.25-1150.0-149.02-0.48-136.64-500.0-14.94-153.57-569.81-10.41-141.69-642.19-13.95-90.41-105.53
23Q3 (16)960.00.01.37-44.31-74.1-0.19-290.0-173.084.1649.1-42.945.25-16.27-29.9115.71-15.54-22.73-0.46-110.57-105.5424.97-33.63-63.1-0.02-107.41-103.231.31-44.26-74.0627.89-30.81-61.4424.97-33.63-63.1-0.18300.57-139.44
23Q2 (15)960.00.02.46645.45112.070.1011.11-33.332.79745.4539.56.2715.9-9.2618.608.457.454.3560.52-14.7137.62540.89133.660.2780.0-22.862.35634.38111.7140.31476.68112.8337.62540.89133.661.94410.23-34.22
23Q1 (14)960.00.00.33175.0-60.710.09-79.5512.50.33-95.55-60.715.41-12.03-11.8917.15-18.180.822.71-67.03-25.345.87205.73-55.60.15-70.59-31.820.32166.67-60.06.99119.81-54.495.87205.73-55.6-14.9638.63-5.16
22Q4 (13)960.0-22.580.12-97.7371.430.4469.23833.337.411.6518425.06.15-17.89-0.1620.963.137.178.22-1.081090.361.92-97.1633.330.51-17.741120.00.12-97.6250.03.18-95.6127.141.92-97.1633.33-4.75129.1571.28
22Q3 (12)960.0-27.825.29356.03202.290.2673.33750.07.29264.536550.07.498.399.8220.3317.4541.188.3162.941562.067.67320.3197.00.6277.141966.675.05354.95115.8172.33281.89104.6767.67320.3197.010.46197.0680.41
22Q2 (11)960.0-28.361.1638.1157.710.1587.5105.322.00138.1212.996.9112.5427.4917.311.7625.255.1040.5369.8416.1021.79132.580.3559.09450.01.1138.75141.4218.9423.312730.5616.1021.79132.586.11569.05160.42
22Q1 (10)96-22.58-28.360.841100.0250.00.08233.33-50.00.842000.0250.06.14-0.3213.9117.0111.32-7.553.63537.351.9713.22818.06128.720.22540.015.790.8900.0150.015.36997.14136.6713.22818.06128.72-5.00502.0091.67
21Q4 (9)124-6.77-27.060.07-96.0-73.08-0.06-50.0-146.150.04300.0-99.876.16-9.682.1615.286.11-5.85-0.83-266.0-132.811.44-95.81-80.17-0.05-266.67-133.330.08-96.58-81.821.40-96.04-81.751.44-95.81-80.178.0745.5324.29
21Q3 (8)133-0.75-18.91.75187.0692.31-0.0498.58-111.43-0.0298.87-100.076.8225.838.614.404.2-24.880.50126.46-90.2334.35169.5242.950.03130.0-90.622.34187.3156.035.345008.3349.5634.35169.5242.9513.19-375.22-881.96
21Q2 (7)1340.0-29.84-2.01-937.5-107.34-2.82-1862.5-2720.0-1.77-837.5-106.455.420.5612.6813.82-24.89-12.2-1.89-153.0914.86-49.41-954.84-104.55-0.1-152.639.09-2.68-937.5-105.13-0.72-111.09-100.07-49.41-954.84-104.55-5.02-472.60-919.71
21Q1 (6)134-21.18-29.840.24-7.69380.00.1623.08900.00.24-99.25380.05.39-10.613.2618.4013.378.813.5640.711324.05.78-20.39248.190.1926.671800.00.32-27.27255.566.49-15.38185.95.78-20.39248.19-7.29-39.56-19.89
20Q4 (5)1703.66-10.990.26-71.43189.660.13-62.86244.4431.978.08775.896.03-3.987.116.23-15.3419.62.53-50.591681.257.26-69.79174.010.15-53.121600.00.44-70.67180.07.67-67.54191.27.26-69.79174.01--0.00
20Q3 (4)164-14.140.00.91-96.680.00.35450.00.029.587.840.06.2830.560.019.1721.790.05.12330.630.024.03-97.790.00.32390.910.01.5-97.130.023.63-97.820.024.03-97.790.0--0.00
20Q2 (3)1910.00.027.3854660.00.0-0.10-400.00.027.4354760.00.04.81-7.850.015.74-6.920.0-2.22-988.00.01086.2265334.940.0-0.11-1200.00.052.2657966.670.01085.8847736.120.01086.2265334.940.0--0.00
20Q1 (2)1910.00.00.05117.240.0-0.0277.780.00.05-98.630.05.22-7.280.016.9124.610.00.25256.250.01.66116.920.00.01200.00.00.09116.360.02.27126.990.01.66116.920.0--0.00
19Q4 (1)1910.00.0-0.290.00.0-0.090.00.03.650.00.05.630.00.013.570.00.0-0.160.00.0-9.810.00.0-0.010.00.0-0.550.00.0-8.410.00.0-9.810.00.0--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)
2024/101.75-0.4727.6417.0-7.115.27N/A-
2024/91.76-0.5930.7615.25-9.925.091.3-
2024/81.7712.418.0913.49-13.435.71.16-
2024/71.57-33.56-31.6611.73-15.955.791.14-
2024/62.3727.7316.0110.16-12.865.61.12-
2024/51.8533.58-33.727.79-18.984.551.38-
2024/41.395.9-1.825.94-12.944.361.44-
2024/31.31-21.63-27.924.55-15.854.551.42-
2024/21.676.1241.553.24-9.754.781.35-
2024/11.572.4-34.821.57-34.824.851.33-
2023/121.54-11.58-14.2221.57-19.174.641.36-
2023/111.7426.97-21.2820.04-19.534.451.42-
2023/101.371.95-35.118.3-19.364.351.45-
2023/91.34-17.82-42.5216.93-17.755.281.25-
2023/81.63-28.93-46.6815.59-14.575.971.1-
2023/72.312.798.0513.95-8.097.130.92-
2023/62.04-27.021.0311.65-10.726.241.05-
2023/52.7997.87-8.39.62-12.876.021.09-
2023/41.41-22.24-23.46.82-14.624.411.49-
2023/31.8253.89-28.255.41-11.985.411.46-
2023/21.18-51.13-12.213.59-0.65.391.47-
2023/12.4134.776.262.416.266.411.23-
2022/121.79-18.87-9.1826.6912.216.111.23-
2022/112.214.68-6.9424.914.156.651.13-
2022/102.11-9.718.0622.6916.727.511.0-
2022/92.34-23.7726.1520.5816.597.530.98-
2022/83.0644.0446.0518.2515.477.211.02-
2022/72.135.46-26.0815.1810.787.191.02-
2022/62.02-33.77-5.4713.0520.596.911.11-
2022/53.0565.2886.4811.0426.997.421.04因歐洲疫情趨緩,交期遞延部份陸續出貨。
2022/41.84-27.1610.747.9913.215.721.34-
2022/32.5388.2937.686.1513.986.151.33-
2022/21.34-40.85-21.013.621.725.591.47-
2022/12.2715.1822.62.2722.66.621.24-
2021/121.97-16.87-7.4823.796.266.131.23-
2021/112.3732.8132.321.827.716.011.26-
2021/101.79-3.51-16.6419.445.325.741.32-
2021/91.85-11.74-4.6217.658.26.831.0-
2021/82.1-27.19.5215.89.947.110.96-
2021/72.8834.8619.4713.710.06.651.03-
2021/62.1330.6412.9310.837.735.431.26-
2021/51.63-1.842.598.696.535.141.34-
2021/41.66-9.4420.267.067.485.21.32-
2021/31.848.01-4.485.394.075.391.13-
2021/21.7-8.196.123.569.135.691.07-
2021/11.85-13.0812.051.8512.055.781.06-
2020/122.1318.8811.6322.39-8.466.071.0-
2020/111.79-16.32-13.5620.25-10.165.881.03-
2020/102.1410.437.9418.46-9.826.01.01-
2020/91.941.34-29.4216.32-13.746.271.07-
2020/81.92-20.47-19.2714.37-11.076.221.08-
2020/72.4127.49-7.6312.46-9.665.891.14-
2020/61.8918.67-25.410.05-10.144.871.37-
2020/51.5915.06-18.618.16-5.664.91.36-
2020/41.38-28.08-10.126.57-1.884.911.36-
2020/31.9220.020.215.180.585.181.21-
2020/21.6-3.0622.373.260.795.171.22-
2020/11.65-13.4-13.911.65-13.915.641.11-
2019/121.91-7.95-11.3524.46-3.870.0N/A-
2019/112.0833.53-0.8922.55-3.180.0N/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)960.03.66-50.61-0.04021.57-19.1816.33-13.730.66-89.6616.25-39.00.14-91.763.68-53.243.49-50.71
2022 (9)96-22.587.4118425.00.95026.6912.1918.9322.926.382026.6726.649766.671.72328.577.87180.077.0814060.0
2021 (8)124-27.060.04-99.87-2.76023.796.4915.40-9.990.30-82.350.27-99.890.07-81.582.81-95.260.05-99.91
2020 (7)170-10.9931.89773.7-4.80022.34-8.4817.112.891.70-0.58243.12749.770.38-9.5259.33707.2154.29680.03
2019 (6)1910.03.65204.170.03024.41-4.0116.6310.721.71028.61216.480.4207.35202.476.96203.93
2018 (5)1910.01.2033.33-0.24025.43-4.2215.02-10.11-0.3509.0442.59-0.0902.4346.392.2933.14
2017 (4)1910.00.90-43.40.49-41.6726.55-8.0716.71-15.481.57-60.256.34-39.620.42-63.161.66-50.741.72-43.42
2016 (3)1910.01.5918.660.8458.4928.885.9419.775.333.9540.0710.5016.931.1448.053.3719.53.0418.75
2015 (2)191-6.371.3415.520.53-11.6727.26-8.8318.770.052.82-8.448.9819.10.77-16.32.824.442.568.47
2014 (1)204-3.771.1641.460.609.0929.9-11.7718.7603.0807.5400.9250.822.748.352.3635.63

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