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)16140.00.00.3425.9330.770.3835.71375.00.8369.39102.44112.32-0.178.118.523.0646.637.651.46187.596.087.9911.978.591.3211.235.4523.327.637.01-5.7826.766.087.9911.973.6024.3337.86
24Q2 (19)16140.00.00.2722.73107.690.2840.0460.00.49122.73226.67112.517.3820.7617.977.6720.777.5419.6874.945.6313.0546.618.4828.29110.954.4224.86104.637.4412.7328.725.6313.0546.616.73144.702.26
24Q1 (18)16140.00.00.22266.671000.00.20-35.4825.00.22-53.191000.0104.786.0816.216.699.442.526.3016.8812.14.98315.0245.836.6124.2530.373.54264.951316.06.60440.98123.734.98315.0245.830.5794.88126.01
23Q4 (17)16140.00.00.06-76.92500.00.31287.5158.330.4714.63-73.1498.77-4.947.0115.2520.743.675.39102.6348.081.20-77.913.215.3292.7558.330.97-77.28340.911.22-77.94-34.411.20-77.913.213.2911.54173.75
23Q3 (16)16140.00.00.26100.0-62.320.0860.0-69.230.41173.33-76.44103.911.52-7.2412.63-15.12-32.712.66-38.28-68.145.4341.41-54.452.76-31.34-70.484.2797.69-61.435.53-4.33-61.815.4341.41-54.457.42325.00-4.38
23Q2 (15)16140.00.00.13550.0-74.510.05-68.75-85.290.15650.0-85.7193.173.33-20.4414.88-8.6-26.454.31-23.31-57.953.84166.67-57.624.02-20.71-66.52.16764.0-73.565.7895.93-53.983.84166.67-57.620.51325.00-17.71
23Q1 (14)16140.00.00.02100.0-96.30.1633.33-67.350.02-98.86-96.390.17-2.31-25.7116.2810.67-25.325.6254.4-49.461.4435.85-84.475.0750.89-62.420.2513.64-97.152.9558.6-74.941.4435.85-84.47-9.960.73-10.26
22Q4 (13)16140.00.00.01-98.55-98.180.12-53.85-81.251.750.57-27.3992.3-17.6-19.9314.71-21.63-40.923.64-56.41-73.491.06-91.11-89.313.36-64.06-78.760.22-98.01-97.511.86-87.15-84.951.06-91.11-89.31-10.98-31.63-38.69
22Q3 (12)16140.00.00.6935.29-8.00.26-23.53-59.381.7465.71-6.45112.01-4.351.2218.77-7.22-23.018.35-18.54-37.0811.9231.57-8.669.35-22.08-36.3511.0735.5-8.2914.4815.29-2.8211.9231.57-8.66-3.9314.87-27.07
22Q2 (11)16140.00.00.51-5.56-23.880.34-30.61-57.51.0594.44-5.41117.11-3.527.4720.23-7.2-27.3610.25-7.82-41.069.06-2.27-24.6912.0-11.05-36.688.17-6.95-24.6312.566.71-18.929.06-2.27-24.690.89-3.69-27.02
22Q1 (10)16140.00.00.54-1.8222.730.49-23.44-18.330.54-77.5922.73121.385.2922.4121.80-12.45-9.9911.12-19.01-18.059.27-6.551.4213.49-14.730.228.78-0.4522.811.77-4.777.399.27-6.551.424.73-14.25-11.72
21Q4 (9)16140.00.00.55-26.6734.150.640.014.292.4129.5734.64115.284.1723.3224.902.135.2913.733.470.229.92-23.985.5315.827.6923.58.82-26.9332.8312.36-17.0510.759.92-23.985.532.86-7.37-10.00
21Q3 (8)16140.00.00.7511.9466.670.64-20.068.421.8667.5734.78110.661.5547.8824.38-12.468.8913.27-23.6912.4613.058.489.2114.69-22.4866.3612.0711.3566.0214.90-3.8112.0313.058.489.215.7232.116.66
21Q2 (7)16140.0-0.060.6752.27-22.990.8033.33-46.671.11152.2719.35108.979.8959.7827.8514.9914.0917.3928.1533.9812.0331.62-51.7118.9540.79114.1210.8451.61-22.8515.4941.33859.3112.0331.62-51.717.9929.8020.23
21Q1 (6)16140.00.00.447.32780.00.607.141400.00.44-75.42780.099.166.0830.3424.222.4139.5213.57-0.9589.539.14-2.77313.5713.465.07237.347.157.68703.3710.96-1.7999.279.14-2.77313.5715.50-0.7927.25
20Q4 (5)16140.00.00.41-8.89215.380.5647.37-8.21.7929.7161.2693.4824.9215.9723.655.631.4213.7016.11.039.40-21.34146.0712.8145.0717.26.64-8.67216.1911.16-16.09187.639.40-21.34146.07--0.00
20Q3 (4)1614-0.060.00.45-48.280.00.38-74.670.01.3848.390.074.839.720.022.39-8.280.011.80-9.090.011.95-52.030.08.83-0.230.07.27-48.260.013.30751.960.011.95-52.030.0--0.00
20Q2 (3)16150.060.00.871640.00.01.503650.00.00.931760.00.068.2-10.360.024.4140.610.012.9881.280.024.911027.150.08.85121.80.014.051478.650.0-2.04-137.090.024.911027.150.0--0.00
20Q1 (2)16140.00.00.05-61.540.00.04-93.440.00.05-95.50.076.08-5.620.017.36-25.560.07.16-47.20.02.21-42.150.03.99-63.490.00.89-57.620.05.5041.750.02.21-42.150.0--0.00
19Q4 (1)16140.00.00.130.00.00.610.00.01.110.00.080.610.00.023.320.00.013.560.00.03.820.00.010.930.00.02.10.00.03.880.00.03.820.00.0--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)
2024/1138.7610.2122.46413.9614.42111.44N/A-
2024/1035.17-6.238.08375.213.65111.37N/A-
2024/937.51-3.05-2.05340.0314.26115.850.64-
2024/838.69-2.42.77302.5216.67116.070.64-
2024/739.655.0918.74263.8219.03117.250.63-
2024/637.73-5.48.82224.1819.09115.310.56-
2024/539.885.7824.95186.4521.4118.20.54-
2024/437.7-7.1724.35146.5720.47109.940.58-
2024/340.6128.4326.49108.8719.19108.870.55-
2024/231.62-13.670.5968.2515.23101.630.59-
2024/136.639.7631.7836.6331.78101.660.59-
2023/1233.375.4311.32395.14-14.0397.560.62-
2023/1131.65-2.7215.74361.77-15.79102.490.59-
2023/1032.54-15.03-6.69330.11-17.94108.480.56-
2023/938.31.72-1.38297.57-19.01109.330.56-
2023/837.6512.75-10.71259.28-21.09105.70.58-
2023/733.39-3.69-18.01221.63-22.6299.970.62-
2023/634.678.62-11.78188.24-23.3896.90.64-
2023/531.925.27-20.88153.57-25.5994.340.66-
2023/430.32-5.57-28.06121.66-26.7493.860.66-
2023/332.112.13-30.1691.34-26.2991.340.69-
2023/231.4313.08-14.4259.23-24.089.210.7-
2023/127.8-7.26-32.5427.8-32.5485.120.74-
2022/1229.989.62-19.08459.633.9692.20.66-
2022/1127.35-21.58-30.51429.656.07101.060.6-
2022/1034.87-10.2-12.83402.310.0115.870.53-
2022/938.84-7.894.0367.4312.81121.720.54-
2022/842.163.534.12328.5913.95122.190.54-
2022/740.723.6111.22286.4315.56120.370.54-
2022/639.3-2.579.23245.716.31121.790.55-
2022/540.34-4.279.11206.417.76128.460.52-
2022/442.14-8.3311.65166.0620.07124.850.54-
2022/345.9825.169.1123.9223.23123.920.5-
2022/236.73-10.8636.2477.9433.43114.990.54-
2022/141.2111.2331.0241.2131.02117.620.53-
2021/1237.05-5.86-11.09442.1136.83116.410.52-
2021/1139.36-1.6354.26405.0643.92116.70.52去年因為疫情影響導致營收下降,今年市況回升營收回升
2021/1040.017.1544.78365.742.89117.840.52-
2021/937.34-7.7843.74325.6942.67114.450.47-
2021/840.4910.5937.28288.3542.53113.090.48-
2021/736.611.7648.95247.8643.42109.560.49-
2021/635.98-2.6848.08211.2542.51110.690.4-
2021/536.97-2.0455.85175.2741.42116.860.38去年因為疫情影響導致營收下降,今年市況回升營收也回升
2021/437.74-10.4356.57138.338.0106.840.42去年因為疫情影響導致營收下降,今年市況回升營收也回升
2021/342.1456.3159.66100.5532.11100.550.39去年因為疫情影響導致營收下降,今年市況回升營收回升
2021/226.96-14.2811.8258.4117.49100.080.4-
2021/131.45-24.5222.8331.4522.8398.640.4-
2020/1241.6763.3456.02323.1-15.2394.820.41本月出售土地交易總金額新台幣1,200,088,888元
2020/1125.51-7.68-7.42281.43-20.679.120.49-
2020/1027.636.38-4.73255.92-21.7283.110.46-
2020/925.98-11.93-11.28228.28-23.3780.050.62-
2020/829.519.99-12.15202.31-24.6978.370.63-
2020/724.581.16-27.41172.81-26.4872.60.68-
2020/624.32.42-19.53148.23-26.3272.120.7-
2020/523.72-1.6-35.89123.93-27.5274.220.68-
2020/424.11-8.66-32.09100.21-25.2174.610.67-
2020/326.399.47-25.3476.11-22.7376.110.77-
2020/224.11-5.85-15.249.71-21.2776.420.77-
2020/125.61-4.12-26.2425.61-26.240.0N/A-
2019/1226.71-3.08-19.56381.2-10.640.0N/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)16140.00.47-73.140.61-49.59386.0-12.8314.70-23.24.45-48.443.03-62.9617.17-55.0515.01-68.027.64-72.95
2022 (9)16140.01.75-27.391.21-54.85442.82.0119.14-24.58.63-40.488.18-26.1138.2-39.346.94-19.7328.24-27.37
2021 (8)16140.02.4135.392.6815.02434.0738.8625.3522.5814.5042.1611.07-4.962.9397.4658.48152.438.8834.81
2020 (7)16140.01.7860.362.33115.74312.59-16.3220.6832.2310.2040.8811.6493.0331.8717.8223.17-15.9628.8460.85
2019 (6)16140.01.11-26.971.08-20.59373.57-10.4215.64-0.827.24-10.736.03-12.127.05-19.9727.57-24.1717.93-27.05
2018 (5)16140.01.52153.331.3672.15417.0215.6415.7718.048.1155.366.86119.1733.879.536.36130.8624.58154.72
2017 (4)16140.00.6030.430.7949.06360.627.0113.3611.435.2228.573.1310.618.8337.7515.7525.19.6529.01
2016 (3)1614-1.410.460.00.53-19.7337.01-7.3411.990.04.066.562.8326.3413.67-1.4412.5916.97.48-0.13
2015 (2)1637-2.620.46-43.210.66-29.03363.69-12.7311.99-5.963.81-26.592.24-45.7613.87-35.9110.77-47.17.49-45.13
2014 (1)1681-4.490.8124.620.93-5.1416.74-0.1612.7505.1904.13021.64-9.8320.363.1913.6518.49

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