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)10313.1914.44-0.0736.36-114.58-0.02-300.0-104.17-0.19-58.33-125.03.345.03-12.1138.37-2.32-16.08-1.21-266.67-109.5-2.6327.55-123.74-0.04-300.0-108.33-0.0730.0-116.28-2.6327.55-123.74-2.6327.55-123.741.2918.18-195.84
24Q2 (19)911.112.25-0.110-200.00.01-91.67-96.0-0.120-142.863.18-2.45-1.8539.28-6.52-7.53-0.33-110.22-104.77-3.63-908.33-251.25-0.01-109.09-104.55-0.10-200.0-3.63-908.33-290.05-3.63-908.33-251.251.3550.0054.16
24Q1 (18)901.122.270.00100.0-100.00.12200.0-45.450.00-100.0-100.03.265.164.8242.02-0.4-1.113.23182.19-53.86-0.3686.81-108.260.11191.67-50.00100.0-100.0-0.3686.81-108.26-0.3686.81-108.26-6.63-8.3437.50
23Q4 (17)89-1.111.14-0.08-116.67-100.0-0.12-125.00.00.67-11.84291.433.1-18.426.1642.19-7.7242.34-3.93-130.85-1.81-2.73-124.64-58.72-0.12-125.0-9.09-0.08-118.6-100.0-2.73-124.64-133.33-2.73-124.64-58.72-0.57109.84-16.50
23Q3 (16)901.122.270.48336.366.670.4892.0-2.040.76171.43345.163.817.2815.8545.727.63-6.8812.7484.1-14.3811.08361.67-5.940.48118.18-2.040.43330.07.511.08480.1-5.9411.08361.67-5.9410.73150.5352.82
23Q2 (15)891.141.140.11-35.29114.290.2513.64153.190.2864.71136.843.244.1844.042.48-0.0243.956.92-1.14130.142.40-44.95107.520.220.0142.310.1-33.33114.711.91-56.19105.992.40-44.95107.525.34244.85148.48
23Q1 (14)880.00.00.17525.01600.00.22283.33214.290.17148.571600.03.116.5118.2542.4943.354.457.00281.35145.614.36353.49847.830.22300.0214.290.15475.01400.04.36472.65847.834.36353.49847.83-2.24208.0679.42
22Q4 (13)880.018.92-0.04-108.8985.19-0.12-124.49-71.43-0.35-12.982.932.92-10.9812.7429.64-39.63-26.25-3.86-125.94-69.3-1.72-114.676.82-0.11-122.45-83.33-0.04-110.080.0-1.17-109.9384.23-1.72-114.676.8217.4024.7739.88
22Q3 (12)880.018.920.45158.44170.310.49204.26185.96-0.3159.2182.683.2845.78117.2249.1066.38158.0114.88164.81136.9111.78136.92136.360.49194.23180.330.4158.82185.1111.78136.92136.3611.78136.92136.3615.67-3820.78-283.58
22Q2 (11)880.020.55-0.77-7800.028.04-0.47-771.4325.4-0.76-7700.033.912.25-14.4565.4429.51-27.4639.66-22.96-905.6153.68-31.91-7036.9646.07-0.52-842.8622.39-0.68-6900.012.82-31.91-7036.9646.07-31.91-7036.9646.07-6.46-3848.15-285.71
22Q1 (10)8818.9218.920.01103.7112.50.07200.0200.00.01100.49112.52.631.5412.8840.681.221.272.85225.0175.80.46106.2114.470.07216.67177.780.01105.0116.670.46106.2114.470.46106.2114.4736.5380.75143.86
21Q4 (9)740.0-1.33-0.2757.81-2600.0-0.0787.7253.33-2.05-14.5302.5971.520.040.19111.1928.16-2.2894.3463.4-7.4277.1-902.7-0.0690.1662.5-0.257.45-1900.0-7.4277.1-902.7-7.4277.1-902.741.2749.0048.62
21Q3 (8)741.37-1.33-0.6440.19-198.46-0.579.52-103.57-1.79-55.65-18000.01.5111.03-51.619.03-9.94-62.32-40.3118.68-2044.15-32.4045.24-241.05-0.618.96-916.67-0.4739.74-195.92-32.4045.24-241.05-32.4045.24-241.05-15.30-598.65-395.24
21Q2 (7)73-1.35-1.35-1.07-1237.5-181.58-0.63-800.0-80.0-1.15-1337.5-79.691.36-41.63-47.4921.13-47.4-76.75-49.57-1218.35-232.91-59.17-1760.69-395.98-0.67-644.44-71.79-0.78-1200.0-178.57-59.17-1760.69-395.98-59.17-1760.69-395.98-25.84-968.75-373.33
21Q1 (6)74-1.33-55.95-0.08-700.033.33-0.0753.33-141.18-0.08033.332.33-10.04-28.0940.1728.09-55.01-3.7639.65-175.05-3.18-329.7355.21-0.0943.75-156.25-0.06-500.070.0-3.18-329.7352.89-3.18-329.7355.21-13.51-400.7749.88
20Q4 (5)750.0-55.36-0.01-101.5499.51-0.1546.43-133.330.00-100.0100.02.59-16.99-0.7731.36-37.91-64.55-6.23-231.3874.58-0.74-103.2299.58-0.16-166.6775.0-0.01-102.0499.71-0.74-103.2299.57-0.74-103.2299.58--0.00
20Q3 (4)751.350.00.65271.050.0-0.2820.00.00.01101.560.03.1220.460.050.51-44.420.0-1.8887.370.022.97292.540.0-0.0684.620.00.49275.00.022.97292.540.022.97292.540.0--0.00
20Q2 (3)74-55.950.0-0.38-216.670.0-0.35-305.880.0-0.64-433.330.02.59-20.060.090.881.780.0-14.89-397.210.0-11.93-68.030.0-0.39-343.750.0-0.28-40.00.0-11.93-76.740.0-11.93-68.030.0--0.00
20Q1 (2)1680.00.0-0.1294.120.00.17-62.220.0-0.1296.050.03.2424.140.089.290.930.05.01120.440.0-7.1095.920.00.16125.00.0-0.294.170.0-6.7596.120.0-7.1095.920.0--0.00
19Q4 (1)1680.00.0-2.040.00.00.450.00.0-3.040.00.02.610.00.088.470.00.0-24.510.00.0-174.140.00.0-0.640.00.0-3.430.00.0-173.880.00.0-174.140.00.0--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)
2024/100.95-3.49-15.4410.6-5.163.1N/A0.03-0.17-
2024/90.98-16.69-8.49.66-4.023.31.74-
2024/81.183.04-12.228.68-3.53.471.650.04-0.08-
2024/71.14-0.67-15.817.5-1.973.251.770.0-0.12-
2024/61.1520.172.226.361.013.141.760.06-0.12-
2024/50.96-7.09-2.295.210.742.971.85-
2024/41.034.37-7.054.251.463.221.71-0.04-0.05-
2024/30.99-18.210.573.224.523.220.91-0.07-0.01-
2024/21.2117.4127.532.232.053.330.880.080.06-
2024/11.03-6.18-17.321.03-17.323.020.97-0.02-0.02-
2023/121.121.635.1213.1819.363.110.930.060.49-
2023/110.9-19.532.2812.0820.843.090.94-0.170.43-
2023/101.124.5311.1111.1822.643.530.82-0.030.6-
2023/91.07-20.1712.7710.0624.073.770.78-0.060.63-
2023/81.34-1.1612.758.9925.573.820.770.230.69-
2023/71.3620.621.567.6528.123.460.850.260.46-
2023/61.1314.8642.246.2929.623.210.910.050.2-
2023/50.98-11.6144.935.1727.172.980.98-0.060.15-
2023/41.1124.1643.54.1923.632.950.990.080.21-
2023/30.89-5.662.253.0817.763.080.95-0.10.13-
2023/20.95-23.88-0.452.1925.523.230.9-0.00.23-
2023/11.2419.356.641.2456.643.170.920.230.23去年受新型冠狀病毒肺炎疫情影響
2022/121.0418.3414.7911.0442.012.930.990.08-0.33-
2022/110.88-12.588.9810.045.62.841.02-0.11-0.41-
2022/101.016.0916.349.1250.493.150.920.0-0.3去年受新型冠狀病毒肺炎疫情影響
2022/90.95-20.1846.978.1156.183.250.890.13-0.3去年因新型冠狀病毒肺炎疫情影響
2022/81.196.55101.487.1657.493.10.930.15-0.43去年因新型冠狀病毒肺炎疫情影響
2022/71.1241.11313.345.9750.932.581.120.06-0.58去年因新型冠狀病毒肺炎疫情影響
2022/60.7917.03411.944.8631.712.241.26-0.22-0.65去年因新型冠狀病毒肺炎疫情影響
2022/50.68-12.4855.674.0615.082.321.22-0.23-0.43去年因新型冠狀病毒肺炎疫情影響
2022/40.77-11.520.713.399.392.61.09-0.22-0.2-
2022/30.87-8.1619.512.6212.242.621.080.020.02-
2022/20.9519.7712.211.748.922.651.070.060.0-
2022/10.79-12.565.230.795.232.511.13-
2021/120.9112.353.947.77-32.342.581.04-
2021/110.81-6.6819.16.87-35.332.321.16-
2021/100.8734.02-18.056.06-39.042.11.28-
2021/90.659.41-23.485.19-41.541.511.79-
2021/80.59118.6-46.454.55-43.431.012.66-
2021/70.2774.78-74.993.96-42.960.863.14因新型冠狀病毒肺炎疫情影響
2021/60.15-64.41-84.73.69-37.051.361.96因新型冠狀病毒肺炎疫情影響
2021/50.43-43.37-50.983.53-27.111.931.37因新型冠狀病毒肺炎疫情影響
2021/40.774.987.473.1-21.782.341.13-
2021/30.73-13.76-50.982.33-28.212.331.14109/3出售漢中段土地營收增加
2021/20.8512.3117.971.6-8.912.471.07-
2021/10.75-13.64-27.470.75-27.472.311.15-
2020/120.8728.74-9.7811.49-2.012.611.0-
2020/110.68-35.79-14.9810.62-1.322.581.01-
2020/101.0625.1322.89.94-0.223.00.87-
2020/90.84-23.42-8.318.88-2.43.030.88-
2020/81.12.09-2.568.04-1.733.190.83-
2020/71.086.874.636.94-1.62.980.89-
2020/61.0114.086.255.86-2.672.611.01-
2020/50.8924.14-3.494.85-4.343.090.85-
2020/40.71-52.11-27.543.96-4.532.920.9-
2020/31.49107.5329.073.252.623.250.83-
2020/20.72-30.95-34.621.76-12.572.730.99-
2020/11.047.4213.971.0413.972.810.96-
2019/120.9721.3212.6611.7314.790.0N/A-
2019/110.8-7.2535.3610.7614.990.0N/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)891.140.6700.84013.2519.6943.3514.086.0704.1500.800.5300.60
2022 (9)8818.92-0.350-0.02011.0742.2938.0016.0-0.590-3.340-0.070-0.350-0.310
2021 (8)74-1.33-2.050-1.3407.78-32.6432.76-28.83-18.340-20.020-1.430-1.560-1.510
2020 (7)75-55.360.000-0.59011.55-1.2846.03-46.08-3.8401.370-0.4400.17000
2019 (6)1680.0-3.040-0.70011.714.5985.3718.75-17.580-55.160-2.060-6.450-5.110
2018 (5)1680.0-1.100-1.90010.21-12.2971.89-20.58-22.330-21.320-2.280-2.160-1.840
2017 (4)1680.6-0.850-1.38011.6416.6390.52-0.8-15.280-15.310-1.780-1.780-1.420
2016 (3)1672.45-0.850-2.0009.98158.5591.2556.68-31.630-18.320-3.160-2.520-1.420
2015 (2)1630.0-0.740-1.8603.86192.4258.2422.95-69.120-35.750-2.670-1.940-1.20
2014 (1)16323.48-0.870-2.4001.32-85.347.370-126.770-110.600-1.670-0.620-1.420

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