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)77-1.280.00.563.712.00.5351.43211.761.5357.7347.126.776.119.5516.78-13.55-4.669.048.025.736.40-2.142.890.6115.0938.640.432.3813.169.34-13.36-16.836.40-2.142.8911.3814.6443.02
24Q2 (19)780.01.30.5425.5858.820.3534.6212.90.97125.5879.636.3816.6411.5419.419.917.368.3716.41-0.956.546.5143.110.5335.910.420.4223.5361.5410.7810.022.086.546.5143.117.6924.2229.21
24Q1 (18)781.31.30.4322.86115.00.2623.8118.180.43-69.06115.05.47-1.26-4.3717.666.7118.057.195.5830.256.1425.31124.910.392.6321.880.3425.93112.59.8012.5181.156.1425.31124.91-5.81-3.5723.67
23Q4 (17)770.00.00.35-30.075.00.2123.53-52.271.3933.65-32.25.54-10.36-26.8216.55-5.973.316.81-5.29-1.734.90-21.22142.570.38-13.64-26.920.27-28.9580.08.71-22.4498.864.90-21.22142.57-1.168.53-10.81
23Q3 (16)770.00.00.5047.06-46.240.17-45.16-76.061.0492.59-43.786.188.04-18.7917.60-2.65-14.367.19-14.91-42.026.2236.11-33.970.44-8.33-53.190.3846.15-47.2211.2327.18-23.56.2236.11-33.974.0258.53-2.12
23Q2 (15)770.00.00.3470.0-41.380.3140.91-27.910.54170.0-41.35.720.0-8.4818.0820.863.618.4553.08-12.894.5767.4-35.540.4850.0-21.310.2662.5-40.918.8363.22-23.154.5767.4-35.54-12.2235.00-4.55
23Q1 (14)770.00.00.200.0-41.180.22-50.0-26.670.20-90.24-41.185.72-24.448.9514.96-6.62-5.085.52-20.35-24.92.7335.15-45.830.32-38.46-17.950.166.67-38.465.4123.52-32.042.7335.15-45.83-12.49-39.24-44.02
22Q4 (13)770.00.00.20-78.49-60.00.44-38.0315.792.0510.81105.07.57-0.5328.7416.02-22.04-4.136.93-44.11-20.162.02-78.56-69.30.52-44.681.960.15-79.17-61.544.38-70.16-57.62.02-78.56-69.310.62-9.0713.55
22Q3 (12)770.00.00.9360.34220.690.7165.1257.781.85101.09270.07.6121.7636.6220.5517.7714.7412.4027.8439.89.4232.86136.090.9454.191.840.7263.64227.2714.6827.76123.19.4232.86136.0920.4165.4754.23
22Q2 (11)770.00.00.5870.59314.290.4343.33126.320.92170.59338.16.2519.0511.6117.4510.7212.09.7031.9787.987.0940.67256.280.6156.41110.340.4469.23300.011.4944.35154.777.0940.67256.284.1719.3011.14
22Q1 (10)770.00.00.34-32.0466.670.30-21.05400.00.34-66.0466.675.25-10.7138.1615.76-5.690.257.35-15.32148.315.04-23.4284.730.39-23.53254.550.26-33.33420.07.96-22.94168.925.04-23.4284.73-2.5720.20-18.30
21Q4 (9)770.0-1.280.5072.41247.060.38-15.56246.151.00100.0-59.685.885.576.5216.71-6.7-13.738.68-2.149.466.5864.91239.410.514.0815.910.3977.27250.010.3356.9949.496.5864.91239.412.5289.7860.64
21Q3 (8)770.00.00.29107.14-19.440.45136.8450.00.50138.1-82.275.57-0.543.5317.9114.967.318.8771.918.743.99100.5-22.970.4968.9722.50.22100.0-21.436.5845.9-20.823.99100.5-22.9723.41120.24176.75
21Q2 (7)770.00.00.14133.33-94.240.19216.67139.580.21250.0-91.435.647.3759.5415.58-0.8954.565.1674.32174.571.9951.91-96.280.29163.64220.830.11120.0-94.154.5152.36-92.121.9951.91-96.288.10125.49169.88
21Q1 (6)77-1.280.00.06117.6550.00.06123.08700.00.06-97.5850.03.8-31.16-18.4515.72-18.8420.642.96-62.6738.321.31127.7579.450.11-75.010.00.05119.2366.672.96-57.16-2.951.31127.7579.45-14.28-38.39-31.79
20Q4 (5)781.3-8.24-0.34-194.44-230.77-0.26-186.67-174.292.48-12.06185.065.522.6-8.3119.3716.067.617.936.168.19-4.72-191.12-230.750.4410.00.0-0.26-192.86-218.186.91-16.856.8-4.72-191.12-230.75--0.00
20Q3 (4)770.00.00.36-85.190.00.30162.50.02.8215.10.05.3853.280.016.6965.580.07.47207.950.05.18-90.310.00.4266.670.00.28-85.110.08.31-85.480.05.18-90.310.0--0.00
20Q2 (3)770.00.02.435975.00.0-0.48-4700.00.02.456025.00.03.51-24.680.010.08-22.640.0-6.92-423.360.053.487226.030.0-0.24-340.00.01.886166.670.057.251777.050.053.487226.030.0--0.00
20Q1 (2)77-9.410.00.04-84.620.0-0.01-102.860.00.04-95.40.04.66-22.590.013.03-27.610.02.14-70.80.00.73-79.780.00.1-77.270.00.03-86.360.03.05-52.860.00.73-79.780.0--0.00
19Q4 (1)850.00.00.260.00.00.350.00.00.870.00.06.020.00.018.000.00.07.330.00.03.610.00.00.440.00.00.220.00.06.470.00.03.610.00.0--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)
2024/102.5320.0632.7221.158.276.98N/A-
2024/92.1-10.6-3.3518.625.656.770.23-
2024/82.351.8518.9716.526.926.890.23-
2024/72.314.0114.2814.175.156.740.23-
2024/62.220.7813.1411.853.546.380.24-
2024/52.212.8110.549.631.556.170.25-
2024/41.95-3.0710.687.43-0.835.420.28-
2024/32.0239.320.135.47-4.385.470.25-
2024/21.45-28.01-26.663.46-6.835.250.26-
2024/12.0112.1515.682.0115.685.630.25-
2023/121.79-2.06-13.6523.16-13.245.530.26-
2023/111.83-3.85-27.021.36-13.215.910.24-
2023/101.9-12.57-36.3419.53-11.656.060.24-
2023/92.1810.05-15.6317.63-7.86.180.22-
2023/81.98-2.15-22.4415.45-6.585.960.23-
2023/72.022.96-18.5213.47-3.695.980.23-
2023/61.96-1.53-11.0311.45-0.495.720.28-
2023/51.9912.96-2.179.482.015.770.27-
2023/41.77-12.31-11.967.493.185.750.27-
2023/32.012.033.025.728.975.720.29-
2023/21.9713.5534.863.7112.495.790.28-
2023/11.74-16.28-5.341.74-5.346.320.26-
2022/122.08-17.2115.2126.6927.817.570.26-
2022/112.51-16.1523.324.6229.08.080.25-
2022/102.9915.8744.1522.1129.688.120.24-
2022/92.581.1744.6619.1227.127.610.27-
2022/82.552.7931.6516.5424.767.240.28-
2022/72.4812.4227.6913.9923.586.730.3-
2022/62.218.2816.4411.5122.726.250.27-
2022/52.041.6510.899.324.326.00.28-
2022/42.012.617.227.2628.695.420.31-
2022/31.9533.5758.765.2539.355.250.29東南亞疫情較去年穩定,且去年訂單往後遞延,導致越南廠及菲律賓廠營收較去年同期成長58.76%。
2022/21.46-20.386.763.329.935.10.3東南亞疫情較去年穩定,且去年訂單往後遞延,導致越南廠及菲律賓廠營收較去年同期成長86.77%
2022/11.841.894.581.844.585.670.27-
2021/121.8-11.392.7620.889.65.910.32-
2021/112.03-1.9713.9319.0810.35.890.32-
2021/102.0716.287.1317.059.885.80.32-
2021/91.78-7.92-10.3315.0410.765.670.36-
2021/81.94-0.2917.8813.2614.385.780.35-
2021/71.942.519.2811.3213.85.680.36-
2021/61.93.1127.049.3714.785.60.37-
2021/51.84-1.773.487.4812.044.940.42因2020年5月菲律賓廠受疫情影響停工,今年營運正常。
2021/41.8751.9398.585.640.453.880.53去年同期收入因受新冠肺炎影響
2021/31.2357.13-19.433.77-19.323.770.55-
2021/20.78-55.37-48.622.54-19.264.290.48-
2021/11.760.118.361.768.365.290.39-
2020/121.75-1.76-6.0619.05-19.05.470.28-
2020/111.78-7.82-14.4117.3-20.115.710.27-
2020/101.94-2.68-7.7815.51-20.725.570.28-
2020/91.9921.050.9513.58-22.275.410.23-
2020/81.64-7.56-18.6111.59-25.234.910.25-
2020/71.7819.17-15.829.94-26.224.330.29-
2020/61.4940.81-24.868.17-28.153.490.42-
2020/51.0612.51-45.856.67-28.853.530.41-
2020/40.94-38.36-49.885.61-24.373.990.37-
2020/31.530.21-22.474.67-15.724.670.33-
2020/21.52-5.8711.353.14-12.05.010.31-
2020/11.62-13.21-26.51.62-26.55.570.27-
2019/121.87-10.49-10.023.52-15.560.0N/A-
2019/112.09-0.68-13.3721.66-16.00.0N/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)770.01.37-32.510.91-52.1123.17-13.1916.81-4.497.00-24.084.64-21.491.62-34.151.99-23.171.07-32.28
2022 (9)770.02.03103.01.9074.3126.6928.0117.606.349.2236.595.9159.732.4674.472.5993.281.58105.19
2021 (8)77-1.281.00-59.351.09020.859.3316.557.756.7584.933.70-63.41.41101.431.34-55.030.77-60.1
2020 (7)78-8.242.46189.41-0.45019.07-18.9515.360.793.65-24.5910.11224.040.7-38.62.98129.231.93164.38
2019 (6)851.190.85-32.540.73-54.6623.53-15.615.24-1.234.84-19.63.12-18.541.14-32.141.3-13.910.73-31.78
2018 (5)8420.01.263.281.61-18.2727.8822.0715.43-8.866.02-28.593.83-13.351.68-12.951.517.091.075.94
2017 (4)7011.111.2201.97022.8427.5316.93115.128.4304.4201.9301.4101.010
2016 (3)630.0-2.160-1.45017.91-1.977.87266.05-6.530-7.570-1.170-1.410-1.360
2015 (2)631.61-2.380-2.06018.27-12.792.15-72.47-10.180-8.160-1.860-1.760-1.490
2014 (1)620.0-0.640-0.69020.95-0.957.810-2.580-1.900-0.540-0.410-0.40

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