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)910.00.01.98582.76942.11-0.21-216.67-625.02.53360.0256.345.68-28.28-33.7212.17-35.33-32.12-3.54-165.19-165.0731.74440.72557.14-0.2-146.51-142.551.8592.31958.8231.55370.19350.0731.74440.72557.14-12.31297.15-94.05
24Q2 (19)910.00.00.2911.5431.820.1828.57-33.330.55111.545.777.923.66-6.4918.82-1.57-6.925.43-8.89-22.985.87-1.0111.170.43-6.52-28.330.268.3330.06.71-9.084.525.87-1.0111.17-0.7114.868.04
24Q1 (18)910.00.00.2618.18-13.330.14-12.5-53.330.26-71.74-13.337.64-5.09-4.519.12-6.041.435.96-17.57-0.55.93-3.738.610.46-20.69-4.170.2420.0-11.117.38-5.9923.415.93-3.738.61-5.5816.98143.75
23Q4 (17)910.00.00.2215.79-66.670.16300.0-66.670.9229.58-55.128.05-6.07-10.4620.3513.56.667.2332.916.996.1627.54-31.780.5823.43.570.217.65-66.677.8511.98-2.06.1627.54-31.78-2.451.07107.41
23Q3 (16)910.00.00.19-13.64-65.450.04-85.19-90.00.7136.54-49.298.571.18-11.1917.93-11.33-23.085.44-22.84-40.294.83-8.52-38.780.47-21.67-46.590.17-15.0-66.07.019.19-33.684.83-8.52-38.783.53-20.16-47.59
23Q2 (15)910.00.00.22-26.674.760.27-10.00.00.5273.33-38.828.475.88-5.4720.227.27-4.177.0517.7-11.325.28-3.3-1.680.625.0-15.490.2-25.935.266.427.36-12.185.28-3.3-1.68-2.56-40.61-23.75
23Q1 (14)910.00.00.30-54.55-53.120.30-37.5-42.310.30-85.37-53.128.0-11.01-19.4418.85-1.21-14.45.99-3.07-39.565.46-39.53-36.730.48-14.29-51.020.27-55.0-53.455.98-25.34-45.885.46-39.53-36.73-8.93-17.27-8.75
22Q4 (13)910.00.00.6620.0-15.380.4820.0-35.142.0546.43-32.578.99-6.84-13.1419.08-18.15-16.026.18-32.16-37.899.0314.456.860.56-36.36-45.630.620.0-15.498.01-24.22-22.689.0314.456.860.4390.9534.08
22Q3 (12)910.00.00.55161.9-25.680.4048.15-43.661.4064.71-38.059.657.7-2.7223.3110.47-4.319.1114.59-25.147.8946.93-14.520.8823.94-27.270.5163.16-25.3710.5744.6-14.27.8946.93-14.52-1.0347.360.04
22Q2 (11)910.00.00.21-67.19-76.920.27-48.08-71.880.8532.81-44.448.96-9.77-4.6821.10-4.18-16.07.95-19.78-37.995.37-37.78-47.860.71-27.55-41.320.19-67.24-77.117.31-33.85-40.955.37-37.78-47.86-6.91-42.57-38.91
22Q1 (10)910.00.00.64-17.953.230.52-29.73-23.530.64-78.953.239.93-4.0619.6422.02-3.08-9.129.91-0.4-14.728.632.136.810.98-4.852.080.58-18.313.5711.056.661.758.632.136.810.14-6.27-12.75
21Q4 (9)910.00.00.785.41-2.50.744.23-11.93.0434.51-5.010.354.3313.3622.72-6.73-9.239.95-18.24-27.278.45-8.45-13.861.03-14.88-17.60.715.97-2.7410.36-15.91-22.168.45-8.45-13.864.93-6.63-10.90
21Q3 (8)910.00.00.74-18.6815.620.71-26.0414.522.2647.71-5.839.925.5319.3724.36-3.034.9512.17-5.075.379.23-10.396.341.210.026.040.67-19.2815.5212.32-0.484.149.23-10.396.349.3914.057.57
21Q2 (7)910.00.00.9146.77-9.90.9641.184.351.53146.77-12.579.413.255.1525.123.67-5.112.8210.33-13.3210.3027.48-14.741.2126.04-8.330.8348.21-9.7812.3814.0-21.010.3027.48-14.742.0812.1411.06
21Q1 (6)910.00.00.62-22.5-16.220.68-19.05-1.450.62-80.62-16.228.3-9.098.2124.23-3.2-8.1211.62-15.06-17.888.08-17.64-25.60.96-23.2-11.930.56-23.29-17.6510.86-18.41-26.478.08-17.64-25.60.391.258.21
20Q4 (5)910.00.00.8025.0-2.440.8435.48-7.693.2033.330.639.139.87-5.0925.037.84-2.1513.6818.44-4.679.8113.02-0.11.2530.21-9.420.7325.86-1.3513.3112.51-0.979.8113.02-0.1--0.00
20Q3 (4)910.00.00.64-36.630.00.62-32.610.02.4037.140.08.31-7.050.023.21-12.320.011.55-21.910.08.68-28.150.00.96-27.270.00.58-36.960.011.83-24.510.08.68-28.150.0--0.00
20Q2 (3)910.00.01.0136.490.00.9233.330.01.75136.490.08.9416.560.026.470.380.014.794.520.012.0811.230.01.3221.10.00.9235.290.015.676.090.012.0811.230.0--0.00
20Q1 (2)910.00.00.74-9.760.00.69-24.180.00.74-76.730.07.67-20.270.026.373.090.014.15-1.390.010.8610.590.01.09-21.010.00.68-8.110.014.779.90.010.8610.590.0--0.00
19Q4 (1)910.00.00.820.00.00.910.00.03.180.00.09.620.00.025.580.00.014.350.00.09.820.00.01.380.00.00.740.00.013.440.00.09.820.00.0--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)
2024/101.90.03-33.1923.16-16.985.73N/A本月營收較去年同期減少主要係今年7月份精奕公司董事會暨營運團隊重組下,其已非本公司合併財務報告之子公司。
2024/91.9-2.24-31.8421.27-15.145.680.78本月營收較去年同期減少主要係今年7月份精奕公司董事會暨營運團隊重組下,其已非本公司合併財務報告之子公司。
2024/81.945.25-38.6719.37-13.066.620.67本月營收較去年同期減少主要係今年7月份精奕公司董事會暨營運團隊重組下,其已非本公司合併財務報告之子公司。
2024/71.84-35.21-29.6717.43-8.837.370.6營收更正減少主要係7月份精奕公司董事會暨營運團隊重組下,其已非本公司合併財務報告之子公司。
2024/62.845.79-3.5815.59-5.527.940.68-
2024/52.6911.42-5.4212.75-5.947.750.7-
2024/42.41-9.03-9.9610.06-6.087.280.74-
2024/32.6519.65-16.097.65-4.787.650.71-
2024/22.22-20.4-9.395.02.547.520.72-
2024/12.7810.3614.552.7814.558.00.68-
2023/122.52-6.28-12.6733.12-11.798.050.7-
2023/112.69-5.14-8.0230.59-11.718.310.68-
2023/102.842.04-11.0527.9-12.058.780.64-
2023/92.78-12.03-11.925.06-12.178.560.65-
2023/83.1620.7-3.4822.28-12.28.730.63-
2023/72.62-11.18-18.6519.12-13.498.410.66-
2023/62.953.77-11.0216.5-12.618.470.66-
2023/52.846.088.2313.56-12.958.680.64-
2023/42.68-15.23-11.3110.71-17.248.280.67-
2023/33.1629.2-15.018.04-19.058.040.69-
2023/22.450.63-4.524.88-21.477.760.71-
2023/12.43-15.87-33.372.43-33.378.240.67-
2022/122.89-1.29-18.437.54-1.099.010.68-
2022/112.93-8.27-10.6734.650.689.270.66-
2022/103.191.07-9.1431.731.889.620.63-
2022/93.16-3.62-8.3428.543.289.650.72-
2022/83.281.72-2.0625.384.939.810.71-
2022/73.22-2.852.6322.116.069.160.76-
2022/63.3126.230.2618.896.678.960.8-
2022/52.63-13.07-14.3415.578.149.360.77-
2022/43.02-18.77-0.412.9514.229.30.77-
2022/33.7245.1521.199.9319.569.930.72-
2022/22.56-29.774.976.2118.619.750.74-
2022/13.653.0230.523.6530.5210.460.69-
2021/123.548.0517.4237.9611.4710.330.66-
2021/113.28-6.74.4434.4210.8910.230.67-
2021/103.511.9519.6931.1411.6110.30.67-
2021/93.442.9813.6127.6310.679.930.68-
2021/83.346.6132.6824.1910.269.790.69-
2021/73.14-5.0912.3620.847.359.510.71-
2021/63.317.8410.7917.716.59.40.68-
2021/53.061.067.0714.45.579.170.7-
2021/43.03-1.14-2.6411.335.178.540.75-
2021/33.0725.72-0.918.38.348.30.72-
2021/22.44-12.6811.565.2314.638.250.72-
2021/12.79-7.317.442.7917.448.950.67-
2020/123.01-3.88-7.4334.05-6.59.090.63-
2020/113.146.915.3931.04-6.419.10.63-
2020/102.93-3.21-12.6727.9-7.588.490.67-
2020/93.0320.26-8.0924.97-6.948.340.69-
2020/82.52-9.71-14.7121.94-6.788.30.7-
2020/72.79-6.42-9.4119.41-5.648.640.67-
2020/62.984.223.8216.62-4.978.960.67-
2020/52.86-8.1-6.013.64-6.79.070.66-
2020/43.110.60.0710.78-6.898.40.72-
2020/33.141.572.357.66-9.457.660.79-
2020/22.19-8.07-7.334.57-16.027.820.78-
2020/12.38-26.95-22.692.38-22.698.610.71-
2019/123.269.448.4936.42-3.250.0N/A-
2019/112.98-11.41-13.2333.16-4.270.0N/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)910.00.92-55.120.78-53.0133.09-11.8119.33-9.86.42-23.025.42-30.152.13-31.952.25-35.530.84-55.08
2022 (9)910.02.05-32.341.66-46.2837.52-1.2121.43-10.978.34-28.17.76-14.063.13-29.023.49-19.951.87-32.25
2021 (8)910.03.03-4.723.090.6537.9811.4824.07-4.7511.60-14.459.03-12.924.41-4.554.36-8.022.76-5.15
2020 (7)910.03.180.633.07-0.3234.07-6.425.275.7813.569.4410.376.84.622.444.743.042.910.69
2019 (6)910.03.16-4.243.083.736.4-3.1723.890.3812.39-1.519.710.834.51-4.654.6-8.912.89-4.3
2018 (5)910.03.3020.02.978.3937.5915.9523.800.6812.580.729.63-0.524.7316.795.0524.083.0220.32
2017 (4)910.02.75-11.02.74-9.8732.423.4823.64-11.1912.49-11.869.68-11.64.05-8.784.07-9.352.51-10.99
2016 (3)910.03.0922.133.0424.5931.330.2926.626.3114.1712.9110.9515.634.4413.274.4911.692.8221.55
2015 (2)910.02.53-15.952.44-17.2931.24-10.025.04-2.3412.55-8.539.47-5.963.92-17.654.02-16.772.32-15.64
2014 (1)914.63.019.452.9512.1734.715.5325.64013.72010.0704.767.944.839.282.7514.58

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