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)5812-0.63-0.63-0.33-206.45-125.78-0.36-271.43-197.30.25-56.9-82.64868.99-9.930.092.11-63.93-68.69-2.40-249.07-200.84-1.45-170.39-117.6-20.89-234.77-201.11-19.18-204.64-125.57-2.18-197.76-125.53-1.45-170.39-117.62.50-93.61264.28
24Q2 (19)58490.00.00.3119.236.90.21800.0140.380.58123.08262.5964.7514.9328.345.8535.421047.061.61994.44138.332.0617.05-8.4415.51140.27149.1618.3319.738.012.2318.625.192.0617.05-8.445.38609.62340.62
24Q1 (18)58490.00.00.261200.0300.0-0.03-118.7590.910.26-82.19300.0839.42-4.171.14.320.0154.12-0.18-146.1593.531.765766.67225.71-1.49-143.5793.5415.311197.46299.351.88435.71237.231.765766.67225.71-1.64550.78-87.75
23Q4 (17)58490.00.00.02-98.44101.560.16-56.76123.531.461.3915.87875.980.891.94.32-35.91402.10.39-83.61106.360.03-99.64100.333.42-83.45106.491.18-98.43101.57-0.56-106.5694.550.03-99.64100.338.20121.4757.20
23Q3 (16)58490.00.01.28341.38197.670.37171.15139.781.44800.0-43.31868.2415.51-4.316.741221.57424.042.38156.67134.958.24266.22228.2920.66165.52133.4575.01342.02200.648.54302.83356.688.24266.22228.293.02332.2356.79
23Q2 (15)58490.00.00.29323.08-73.15-0.52-57.58-642.860.16223.08-92.42751.69-9.47-30.260.51-70.0-91.76-4.20-51.08-347.062.25260.71-69.14-31.53-36.79-272.0116.97320.96-73.12.12254.74-73.32.25260.71-69.14-6.45206.46-3.05
23Q1 (14)58490.00.0-0.1389.84-112.5-0.3351.47-186.84-0.13-110.32-112.5830.29-3.42-12.971.70218.88-82.35-2.7854.65-161.23-1.4084.78-119.15-23.0556.27-153.26-7.6889.77-112.67-1.3786.67-116.0-1.4084.78-119.15-4.34-153.9239.17
22Q4 (13)58490.00.0-1.28-397.67-309.84-0.6826.88-342.861.26-50.39-80.79859.68-5.26-9.18-1.4331.25-115.94-6.139.99-277.17-9.20-466.53-296.58-52.7114.65-260.75-75.05-400.8-310.52-10.28-649.73-286.57-9.20-466.53-296.58-10.54-228.93-600.84
22Q3 (12)58490.00.00.43-60.19-73.62-0.93-1228.57-266.072.5420.38-57.31907.39-15.82-0.42-2.08-133.6-118.1-6.81-500.59-214.842.51-65.57-77.98-61.76-436.93-214.3524.95-60.45-73.791.87-76.45-85.422.51-65.57-77.98-1.42-28.17-673.50
22Q2 (11)58490.00.01.083.85-49.06-0.07-118.42-104.492.11102.88-51.161077.9112.9912.436.19-35.72-66.291.70-62.56-87.637.29-0.27-49.4118.33-57.65-86.0863.094.09-49.147.94-7.24-53.867.29-0.27-49.416.8837.17-41.36
22Q1 (10)58490.00.01.0470.49-52.730.3835.71-74.671.04-84.15-52.73953.990.7813.369.637.36-51.994.5431.21-69.637.3156.2-56.2843.2831.99-65.660.6170.01-52.928.5655.35-57.017.3156.2-56.282.333.95-7.14
21Q4 (9)58490.00.00.61-62.58-63.470.28-50.0-75.446.5610.2596.41946.563.8730.188.97-21.93-50.963.46-41.65-73.754.68-58.95-67.7732.79-39.29-65.835.65-62.54-63.495.51-57.05-68.574.68-58.95-67.77-0.54-42.84-57.05
21Q3 (8)58490.00.01.63-23.11-27.880.56-64.1-23.295.9537.73256.29911.26-4.9551.4911.49-37.42-19.595.93-56.84-30.2411.40-20.89-49.3154.01-59.05.6195.18-23.27-28.1512.83-25.45-45.411.40-20.89-49.314.49-13.38-30.05
21Q2 (7)58490.00.02.12-3.64960.01.564.0437.934.3296.36832.2958.7613.9371.2418.36-8.4772.8813.74-8.09201.9814.41-13.82344.75131.724.7417.36124.04-3.64985.2117.21-13.56384.7914.41-13.82344.7514.8414.0517.79
21Q1 (6)58490.00.02.2031.74378.481.5031.58457.142.20-34.13378.48841.5415.7430.5820.069.68662.7414.9513.43601.6816.7215.15348.07125.8131.23754.24128.7331.84379.2419.9113.58413.0516.7215.15348.0718.312.8143.87
20Q4 (5)58490.00.271.67-26.11263.041.1456.1611500.03.34100.0-34.38727.120.8813.0318.2927.99193.5813.1855.064151.6114.52-35.44127.5995.8787.474693.597.64-26.29260.6917.53-25.4276.9914.52-35.44127.59--0.00
20Q3 (4)58490.00.02.261030.00.00.73151.720.01.67383.050.0601.537.440.014.2934.560.08.5086.810.022.49594.140.051.14100.860.0132.471058.970.023.50561.970.022.49594.140.0--0.00
20Q2 (3)58490.00.00.20125.320.00.29169.050.0-0.5925.320.0559.88-13.120.010.62303.80.04.55252.680.03.24148.070.025.46232.40.011.43124.790.03.55155.820.03.24148.070.0--0.00
20Q1 (2)58490.270.0-0.79-271.740.0-0.42-4100.00.0-0.79-115.520.0644.440.180.02.63-57.780.0-2.98-1061.290.0-6.74-205.640.0-19.23-1061.50.0-46.1-270.30.0-6.36-236.770.0-6.74-205.640.0--0.00
19Q4 (1)58330.00.00.460.00.0-0.010.00.05.090.00.0643.260.00.06.230.00.00.310.00.06.380.00.02.00.00.027.070.00.04.650.00.06.380.00.0--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)
2024/11272.541.95-5.163213.05.71814.93N/A-
2024/10267.31-2.82-11.382940.466.85836.1N/A-
2024/9275.08-6.34-11.252673.159.09868.990.53-
2024/8293.72-2.151.02398.0712.04906.820.5-
2024/7300.19-4.0612.212104.3613.78943.470.48-
2024/6312.91-5.2824.41804.1714.04964.750.48-
2024/5330.372.7634.81491.2512.08952.610.49-
2024/4321.476.8826.021160.896.95879.040.53-
2024/3300.7717.122.18839.421.09839.420.55-
2024/2256.79-8.89-8.34538.650.5825.590.56-
2024/1281.85-1.7710.19281.8510.19856.170.54-
2023/12286.94-0.15-0.473326.2-12.44875.980.51-
2023/11287.38-4.737.663039.26-13.42898.990.49-
2023/10301.66-2.67-0.912751.88-15.16902.390.49-
2023/9309.956.590.562450.22-16.63868.240.51-
2023/8290.788.691.432140.26-18.65809.820.55-
2023/7267.516.35-14.391849.48-21.11764.10.58-
2023/6251.532.63-31.041581.98-22.14751.690.61-
2023/5245.07-3.93-29.771330.45-20.19794.50.58-
2023/4255.09-13.33-29.951085.38-17.66829.610.56-
2023/3294.345.05-19.06830.29-12.96830.290.61-
2023/2280.179.54-2.44535.94-9.21824.260.61-
2023/1255.77-11.28-15.62255.77-15.62811.00.62-
2022/12288.318.01-7.813798.973.85859.680.56-
2022/11266.92-12.32-15.613510.654.94879.590.55-
2022/10304.45-1.22-4.13243.747.08899.340.54-
2022/9308.237.521.842939.298.39907.390.59-
2022/8286.66-8.26-6.382631.069.22963.930.56-
2022/7312.5-14.333.332344.411.491026.220.52-
2022/6364.774.5318.842031.912.861077.910.51-
2022/5348.95-4.188.581667.1311.631076.80.51-
2022/4364.190.1410.21318.1812.471015.040.54-
2022/3363.6626.6213.01953.9913.36953.990.53-
2022/2287.19-5.2613.84590.3313.57903.080.56-
2022/1303.14-3.0713.32303.1413.32932.210.54-
2021/12312.75-1.1219.143658.1244.42946.560.5-
2021/11316.32-0.3632.153345.3747.34936.450.5-
2021/10317.494.940.943029.0549.13926.340.51-
2021/9302.64-1.1646.082711.5650.15911.260.5比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能提升,產銷量增加。
2021/8306.211.2561.32408.9250.68915.540.5比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能提升,產銷量增加。
2021/7302.41-1.4747.862102.7149.25930.690.49-
2021/6306.92-4.4954.681800.349.48958.760.44比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/5321.36-2.7578.411493.3848.46973.630.44比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/4330.482.6982.231172.0241.92904.530.47比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/3321.7927.5654.95841.5430.58841.540.47比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/2252.26-5.6919.95519.7518.99782.230.5-
2021/1267.491.918.1267.4918.1769.340.51-
2020/12262.499.667.622532.95-21.91727.10.45-
2020/11239.366.250.02270.46-24.31671.790.49-
2020/10225.268.73-9.422031.1-26.42622.270.53-
2020/9207.179.12-15.21805.84-28.1601.530.55-
2020/8189.84-7.17-26.941598.68-29.49592.780.56-
2020/7204.523.07-25.511408.83-29.82583.050.57-
2020/6198.4210.16-23.011204.32-30.5559.880.62-
2020/5180.11-0.67-33.651005.9-31.81569.120.61-
2020/4181.34-12.67-37.34825.78-31.39599.30.57-
2020/3207.66-1.25-35.25644.44-29.51644.440.64-
2020/2210.3-7.14-23.72436.78-26.41680.680.6-
2020/1226.48-7.14-28.75226.48-28.750.0N/A-
2019/12243.91.9-23.563243.67-20.470.0N/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)58490.01.4615.87-0.3203326.2-12.443.432.39-0.9202.32-4.13-30.5073.86-22.9885.4916.15
2022 (9)58490.01.26-80.79-1.2903798.973.853.35-77.07-1.3902.42-79.26-52.86095.9-80.8873.6-80.81
2021 (8)58490.06.5696.413.89123.563658.1244.4214.6125.39.4155.5411.6737.13344.33124.7501.6102.52383.5996.27
2020 (7)58490.273.34-34.381.7411.542532.95-19.6911.6614.886.0515.688.51-22.07153.24-7.07247.68-33.25195.44-34.2
2019 (6)5833-0.025.09-39.111.56-61.293153.85-22.6710.15-22.75.23-44.3610.92-19.65164.89-57.0371.06-41.76297.02-39.1
2018 (5)58340.08.36-10.44.03-12.014078.613.7913.13-11.529.40-13.4413.59-18.87383.5-1.45637.16-4.48487.69-10.37
2017 (4)5834-0.159.3324.44.5817.743584.2112.2914.84-0.410.863.7216.759.62389.1416.38667.0722.0544.1124.13
2016 (3)58430.07.5058.93.89105.823192.05-3.0814.9045.5110.4778.0615.2859.17334.3672.58546.7651.92438.3358.94
2015 (2)5843-0.024.72162.221.8903293.49-17.9610.24131.155.88482.189.60175.07193.74379.2359.89129.35275.78161.95
2014 (1)5844-0.021.80-57.65-0.1904014.54-6.24.4301.0103.49040.43-78.7156.92-48.22105.28-57.66

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