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)17656.526.52-0.0325.025.0-0.14-55.56-7.69-0.13-30.064.8646.326.92.143.59-53.56-17.47-6.52-176.27-25.63-1.48-87.34-49.49-3.02-196.08-27.97-0.5315.8728.38-2.41-24000.0-23.59-1.48-87.34-49.494.7329.16-27.78
24Q2 (19)16570.00.0-0.0433.330.0-0.090.025.0-0.10-66.6769.743.332.56-13.847.7321.35138.58-2.3640.8556.78-0.7962.3823.3-1.0239.6462.91-0.6340.5713.7-0.0199.6599.64-0.7962.3823.3-1.01-35.160.00
24Q1 (18)16570.00.0-0.06-103.6679.31-0.090.070.0-0.06-104.7279.3142.25-4.58-22.526.37-8.74601.57-3.999.1160.26-2.10-103.3875.24-1.6913.3369.16-1.06-103.8977.64-2.83-104.6768.24-2.10-103.3875.24-3.472048.1715.38
23Q4 (17)16570.00.01.644200.0963.16-0.0930.7747.061.27443.2481.4344.28-2.36-19.066.9860.46359.48-4.3915.4147.6862.106372.731204.98-1.9517.3757.5227.233779.73964.4460.563205.64808.362.106372.731204.98-6.092100.0011.22
23Q3 (16)16570.00.0-0.040.0-122.22-0.13-8.33-160.0-0.37-12.12-141.5745.35-9.82-11.24.3534.26-46.56-5.194.95-182.07-0.993.88-116.72-2.3614.18-151.06-0.74-1.37-125.0-1.9529.09-134.51-0.993.88-116.72-8.8043.1025.84
23Q2 (15)16570.00.0-0.0486.21-116.0-0.1260.0-250.0-0.33-13.79-146.4850.29-7.78-10.183.24355.12-80.94-5.4645.62-190.55-1.0387.85-113.45-2.7549.82-181.36-0.7384.6-117.46-2.7569.14-125.07-1.0387.85-113.45-4.0516.79-8.23
23Q1 (14)16570.00.0-0.29-52.63-163.04-0.30-76.47-250.0-0.29-141.43-163.0454.53-0.33-5.84-1.2752.79-106.17-10.04-19.67-200.4-8.48-50.89-163.95-5.48-19.39-194.65-4.74-50.48-162.53-8.91-4.21-152.6-8.48-50.89-163.953.40-129.09-158.24
22Q4 (13)16570.00.0-0.19-205.56-190.48-0.17-240.0-270.00.70-21.35-60.4554.717.135.78-2.69-133.05-118.21-8.39-355.98-272.63-5.62-194.93-181.1-4.59-388.3-282.87-3.15-206.42-191.3-8.55-251.33-204.27-5.62-194.93-181.1-0.83-116.78-201.25
22Q3 (12)16570.00.00.18-28.0-33.33-0.05-162.5-150.00.8925.35-42.9551.07-8.7916.868.14-52.12-24.49-1.84-130.51-900.05.92-22.72-44.2-0.94-127.81-1040.02.96-29.19-33.635.65-48.5-49.015.92-22.72-44.2-6.05-36.83-111.25
22Q2 (11)16570.00.00.25-45.65-59.020.08-60.0-55.560.7154.35-44.9655.99-3.325.4417.00-17.4-11.786.03-39.7-36.197.66-42.23-60.193.38-41.62-32.674.18-44.85-58.7410.97-35.24-51.117.66-42.23-60.194.3336.7020.00
22Q1 (10)16570.00.00.46119.05-32.350.20100.011.110.46-74.01-32.3557.9111.978.4120.5839.347.0210.00105.7617.7913.2691.34-37.075.79130.6827.537.58119.71-32.4416.94106.59-28.3713.2691.34-37.0715.1648.41350.00
21Q4 (9)16570.00.00.21-22.22-48.780.10600.025.01.7713.46210.5351.7218.352.8214.7737.013.04.862013.047.286.93-34.68-49.162.512410.010.093.45-22.65-49.268.20-25.99-45.776.93-34.68-49.160.33-38.98244.44
21Q3 (8)16570.00.00.27-55.7435.0-0.02-111.1160.01.5620.93940.043.7-17.79.310.78-44.0639.10.23-97.57109.6610.61-44.8530.670.1-98.01110.534.46-55.9735.1511.08-50.6234.310.61-44.8530.67-9.15-33.02-55.55
21Q2 (7)16570.00.00.61-10.29654.550.180.0200.01.2989.713325.053.1-0.649.0319.270.21390.339.4511.31198.1319.24-8.69607.655.0210.57246.3610.13-9.71682.1822.44-5.12495.7719.24-8.69607.652.8027.7862.50
21Q1 (6)16570.00.00.6865.851033.330.18125.01700.00.6819.31033.3353.426.26.0319.2334.197.038.4987.421874.4221.0754.591008.954.5499.121963.6411.2265.01010.8923.6556.421094.4421.0754.591008.9516.0085.42192.50
20Q4 (5)16570.00.00.41105.01950.00.08260.0200.00.57280.0850.050.325.81-10.714.3485.03116.944.53290.34266.5413.6367.862291.232.28340.0249.026.8106.062093.5515.1283.273260.013.6367.862291.23--0.00
20Q3 (4)16570.00.00.20281.820.0-0.0572.220.00.15475.00.039.9812.210.07.7597.20.0-2.3875.290.08.12314.250.0-0.9572.30.03.3289.660.08.25245.50.08.12314.250.0--0.00
20Q2 (3)16570.00.0-0.11-283.330.0-0.18-1900.00.0-0.04-166.670.035.63-29.280.03.93-59.730.0-9.63-2339.530.0-3.79-299.470.0-3.43-1659.090.0-1.74-272.280.0-5.67-386.360.0-3.79-299.470.0--0.00
20Q1 (2)16570.00.00.06200.00.00.01112.50.00.060.00.050.38-10.560.09.7647.660.00.43115.810.01.90233.330.00.22114.380.01.01225.810.01.98340.00.01.90233.330.0--0.00
19Q4 (1)16570.00.00.020.00.0-0.080.00.00.060.00.056.330.00.06.610.00.0-2.720.00.00.570.00.0-1.530.00.00.310.00.00.450.00.00.570.00.0--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)
2024/1112.28-20.84-10.28159.7-11.9341.15N/A-
2024/1015.5116.19-11.3147.42-12.0745.27N/A-
2024/913.35-18.59-9.62131.91-12.1646.321.16-
2024/816.4-0.983.15118.56-12.4346.311.16-
2024/716.5724.1812.9102.15-14.5146.111.17-
2024/613.34-17.66-19.4985.59-18.3543.331.48-
2024/516.217.45-7.9972.25-18.1345.091.43-
2024/413.79-8.64-14.3956.05-20.6641.51.55-
2024/315.119.76-26.5242.25-22.5142.251.43-
2024/212.61-13.34-37.1627.16-20.0940.261.5-
2024/114.5511.054.514.554.541.331.46-
2023/1213.1-4.29-27.94194.45-11.4844.281.3-
2023/1113.69-21.74-23.38181.35-9.9945.951.25-
2023/1017.4918.38-6.51167.67-8.6948.171.19-
2023/914.77-7.09-16.05150.18-8.9445.351.15-
2023/815.98.37-1.54135.4-8.0947.141.11-
2023/714.67-11.44-15.06119.5-8.948.851.07-
2023/616.57-5.9-11.15104.83-7.9650.291.13-
2023/517.619.28-10.5588.26-7.3454.271.05-
2023/416.11-21.58-8.7370.65-6.556.731.0-
2023/320.552.42-0.2754.53-5.8354.531.13-
2023/220.0644.123.1133.98-8.952.161.18-
2023/113.92-23.42-22.013.92-22.049.971.23-
2022/1218.181.76-3.78219.688.7854.751.08-
2022/1117.87-4.52.52201.510.0854.171.09-
2022/1018.716.321.51183.6410.8852.461.13-
2022/917.68.9542.65164.939.7951.031.42-
2022/816.15-6.4914.17147.336.8552.081.39-
2022/717.27-7.370.35131.186.0155.611.3-
2022/618.65-5.261.65113.96.9355.991.21-
2022/519.6911.5123.6295.258.0257.951.17-
2022/417.65-14.32-6.6775.564.5857.721.17-
2022/320.615.9-5.3157.918.5857.911.0-
2022/219.469.0135.5137.318.1656.21.03-
2022/117.85-5.543.6917.853.6954.171.07-
2021/1218.98.436.04201.9414.5551.721.09-
2021/1117.4213.176.67183.0415.545.161.25-
2021/1015.424.8-4.65165.6116.5241.881.35-
2021/912.34-12.79-13.01150.2219.2343.71.52-
2021/814.15-17.8114.94137.8823.3249.711.34-
2021/717.21-6.1727.64123.7324.3651.491.29-
2021/618.3515.1935.61106.5223.8553.190.98-
2021/515.93-15.8135.788.1721.6556.610.92-
2021/418.92-13.0682.5372.2518.9455.040.95109年度同期月份 正值疫情最嚴峻 政府力推各項振興紓困措施之際 營收較正常情況驟減 基期較低 110年度則已逐漸復甦所致
2021/321.7651.5727.6553.335.8653.330.87-
2021/214.36-16.58-27.4431.57-5.2849.390.94-
2021/117.21-3.427.0917.2127.0951.360.9-
2020/1217.829.07-4.07176.28-23.1850.30.76-
2020/1116.331.15-7.63158.46-24.8746.670.82-
2020/1016.1513.85-19.71142.13-26.4442.640.9-
2020/914.1815.22-13.9125.98-27.2239.981.1-
2020/812.31-8.72-34.39111.8-28.6339.321.12-
2020/713.49-0.31-37.8299.49-27.8438.751.14-
2020/613.5315.27-27.2786.01-25.9835.631.34-
2020/511.7413.23-41.9772.48-25.7339.151.22-
2020/410.36-39.2-47.4460.74-21.4947.21.01-
2020/317.05-13.85-23.1250.38-12.6150.380.91-
2020/219.7946.1330.7433.33-6.0551.910.88-
2020/113.54-27.09-33.4313.54-33.430.0N/A-
2019/1218.575.02-1.71229.5-8.00.0N/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)16570.01.2781.43-0.630194.45-11.483.09-71.86-6.44011.27107.93-12.52019.6939.0521.0281.52
2022 (9)16570.00.70-60.230.06-86.36219.688.7810.98-32.511.66-72.475.42-63.133.64-70.0914.16-57.9111.58-60.42
2021 (8)16570.01.76214.290.440201.9414.5616.2772.536.03014.70166.7912.17033.64240.4929.26212.61
2020 (7)16570.00.56833.33-0.140176.28-23.189.4369.91-1.0705.51980.39-1.8909.886957.149.36928.57
2019 (6)16570.00.06-90.77-0.390229.47-8.015.55-49.36-3.3400.51-88.03-7.6600.14-98.920.91-91.5
2018 (5)16570.00.6544.440.2644.44249.4618.4410.960.02.7483.894.2631.086.83116.8313.0173.9310.7142.42
2017 (4)16570.00.4528.570.18260.0210.638.2510.96-5.681.4977.383.2532.653.1592.077.4815.257.5230.33
2016 (3)16570.00.35-53.330.05-82.76194.58-9.611.62-12.70.84-75.292.45-54.211.64-77.566.49-55.465.77-53.35
2015 (2)16571.040.75158.620.29222.22215.243.6613.3158.263.40230.15.35193.967.31240.014.57173.8712.37160.42
2014 (1)16402.950.29-61.840.09-81.25207.65-3.648.4101.0301.8202.15-82.595.32-66.624.75-60.81

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