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)4110.740.740.278.0237.50.4151.85356.250.6673.68560.032.2516.1727.1221.56-0.1955.116.5010.92506.253.67-22.57101.652.128.83625.01.117.77236.364.68-16.43107.083.67-22.57101.6511.7450.1625.93
24Q2 (19)4080.05.970.2592.31377.780.270200.00.38192.311800.027.767.3132.9521.6022.9487.55.86157.02220.824.7464.01422.451.63176.27261.391.0394.34386.115.6032.08586.964.7464.01422.453.73321.1550.00
24Q1 (18)4080.05.970.13550.08.330.00100.0-100.00.130.08.3325.870.15-1.317.57-8.11-0.42.28198.28-31.532.89129.3711.580.59198.33-32.180.53430.017.784.246.27104.832.89129.3711.580.98237.50-15.62
23Q4 (17)4080.05.970.02-75.0150.0-0.37-131.25-188.10.1330.0-86.3225.831.81-13.3519.1237.55-0.98-2.32-45.0-133.771.26-30.77280.0-0.6-50.0-129.270.1-69.7158.823.9976.55612.51.26-30.77280.011.6556.94-45.25
23Q3 (16)4085.975.970.08188.89-82.22-0.1640.740.00.10400.0-90.025.3721.5-17.5213.9020.66-0.71-1.6067.01-175.861.82223.81-71.87-0.460.4-122.220.33191.67-80.72.26296.52-67.991.82223.81-71.870.586.94-100.69
23Q2 (15)3850.00.0-0.09-175.0-136.0-0.27-242.11-68.750.02-83.33-96.3620.88-20.34-34.8511.52-34.69-5.5-4.85-245.65-199.38-1.47-156.76-145.94-1.01-216.09-94.23-0.36-180.0-137.5-1.15-155.56-133.82-1.47-156.76-145.94-16.21112.50-148.44
23Q1 (14)3850.00.00.12400.0-60.00.19-54.76311.110.12-87.37-60.026.21-12.08-13.0717.64-8.6537.923.33-51.532661.542.59470.0-37.590.87-57.562275.00.45364.71-61.542.07269.64-58.432.59470.0-37.59-7.58145.56153.87
22Q4 (13)3850.00.0-0.04-108.89-144.440.42362.5200.00.95-5.097.9229.81-3.09-0.3319.3137.9339.226.871284.48440.94-0.70-110.82-158.822.051238.89439.47-0.17-109.94-147.220.56-92.073.7-0.70-110.82-158.82-3.55-14.45181.25
22Q3 (12)3850.00.00.4580.0275.0-0.160.0-223.081.0081.82163.1630.76-4.0227.5314.0014.85-2.3-0.5864.2-122.396.47102.19203.76-0.1865.38-129.031.7178.12256.257.06107.65204.316.47102.19203.761.1431.66-38.89
22Q2 (11)3850.00.00.25-16.672400.0-0.16-77.78-164.00.5583.33111.5432.056.320.912.19-4.69-22.06-1.62-1146.15-136.03.20-22.89566.67-0.52-1200.0-143.70.96-17.952300.03.40-31.73378.873.20-22.89566.673.55108.33-121.03
22Q1 (10)3850.00.00.30233.3320.0-0.09-164.29-125.710.30-37.520.030.150.824.4812.79-7.79-27.78-0.13-110.24-102.084.15248.744.53-0.04-110.53-102.651.17225.024.474.98822.2216.94.15248.744.5312.40104.17-78.30
21Q4 (9)3850.00.260.09-25.0142.860.147.69-44.00.4826.32188.8929.9124.016.6513.87-3.21-9.051.27-50.97-50.01.19-44.13132.160.38-38.71-41.540.36-25.0143.90.54-76.72111.541.19-44.13132.167.49537.50-20.16
21Q3 (8)3850.00.260.121100.020.00.13-48.0-23.530.3846.15215.1524.12-9.0222.3714.33-8.388.972.59-42.440.782.13343.7523.120.62-47.921.570.481100.023.082.32226.76134.342.13343.7523.120.21502.00-38.28
21Q2 (7)3850.01.050.01-96.0101.670.25-28.57151.020.264.0160.4726.519.4577.815.64-11.6994.294.50-28.0128.960.48-87.91103.421.19-21.19151.290.04-95.74101.750.71-83.33104.080.48-87.91103.421.9561.535.71
21Q1 (6)3850.260.520.25219.0547.060.3540.025.00.25146.347.0624.22-5.54-5.7217.7116.13-3.916.25146.0634.993.97207.361.381.51132.3126.890.94214.6346.884.26191.0360.153.97207.361.3812.28-45.4743.53
20Q4 (5)3840.010.66-0.21-310.0-151.220.2547.06-62.12-0.54-63.64-133.5425.6430.09-21.0115.2515.97-24.692.54-1.17-72.42-3.70-313.87-172.550.6527.45-78.26-0.82-310.26-156.94-4.68-572.73-189.14-3.70-313.87-172.55--0.00
20Q3 (4)3840.790.00.10116.670.00.17134.690.0-0.3323.260.019.7132.190.013.1563.350.02.57116.540.01.73112.340.00.51121.980.00.39117.030.00.99105.680.01.73112.340.0--0.00
20Q2 (3)381-0.520.0-0.60-452.940.0-0.49-275.00.0-0.43-352.940.014.91-41.960.08.05-56.320.0-15.54-435.640.0-14.02-669.920.0-2.32-294.960.0-2.29-457.810.0-17.42-754.890.0-14.02-669.920.0--0.00
20Q1 (2)38310.370.00.17-58.540.00.28-57.580.00.17-89.440.025.69-20.860.018.43-8.990.04.63-49.730.02.46-51.760.01.19-60.20.00.64-55.560.02.66-49.330.02.46-51.760.0--0.00
19Q4 (1)3470.00.00.410.00.00.660.00.01.610.00.032.460.00.020.250.00.09.210.00.05.100.00.02.990.00.01.440.00.05.250.00.05.100.00.0--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)
2024/1011.922.1739.0197.0720.0434.82N/A-
2024/911.673.8721.3285.1517.7932.151.17-
2024/811.2321.4715.1573.4817.2528.541.32-
2024/79.2514.7758.0362.2517.6326.981.4主係因景氣回升,訂單較去年同期多。
2024/68.06-16.722.4953.012.6127.631.28-
2024/59.67-2.2234.3244.9411.029.681.19-
2024/49.89-2.1132.2135.275.9626.211.35-
2024/310.1162.798.725.38-1.6425.381.29-
2024/26.21-31.46-32.0215.27-7.4824.581.33-
2024/19.06-2.6522.939.0622.9326.831.22-
2023/129.3110.03-6.0198.63-19.9826.341.23-
2023/118.46-1.37-16.2289.32-21.226.651.22-
2023/108.58-10.82-17.2980.87-21.6827.951.16-
2023/99.62-1.4-10.4272.29-22.1725.221.37-
2023/89.7666.7-7.5362.67-23.7122.181.56-
2023/75.85-11.03-40.3952.92-26.0919.631.76-
2023/66.58-8.67-41.1547.06-23.8221.261.68-
2023/57.2-3.75-32.8440.49-19.9923.981.49-
2023/47.48-19.51-26.0933.29-16.5425.921.38-
2023/39.31.79-18.4325.8-13.2925.81.4-
2023/29.1323.946.2816.5-10.126.411.37-
2023/17.37-25.57-24.537.37-24.5327.371.32-
2022/129.9-1.92-8.76123.2617.4830.371.26-
2022/1110.1-2.635.08113.3620.5131.21.23-
2022/1010.37-3.418.35103.2622.2731.661.21-
2022/910.741.7629.4992.8924.0431.11.32-
2022/810.557.4631.5382.1523.3731.541.3-
2022/79.82-12.1721.3471.622.2531.721.29-
2022/611.184.2225.8361.7922.3932.031.29-
2022/510.725.9222.8250.6121.6632.251.28-
2022/410.13-11.1718.0539.8821.3530.121.37-
2022/311.432.6424.1629.7622.5129.761.4-
2022/28.59-11.9933.7418.3621.5129.211.42-
2022/19.77-10.0212.469.7712.4630.231.38-
2021/1210.8512.967.84104.9122.7930.031.38-
2021/119.610.3933.4394.0624.7927.471.51-
2021/109.5715.4213.6984.4523.8725.881.6-
2021/98.293.37-4.4374.8825.3124.41.66-
2021/88.02-0.8625.1966.5930.3624.991.62-
2021/78.09-8.9170.9458.5731.125.71.58去年度受疫情影響故營收大幅衰退。
2021/68.881.7283.6150.4826.3826.191.37去年度受疫情影響故營收大幅衰退。
2021/58.731.893.4941.618.4926.491.35去年度受疫情影響故營收大幅衰退。
2021/48.58-6.5765.0332.877.4324.181.48去年度受疫情影響故營收大幅衰退。
2021/39.1842.87-6.3524.29-4.3524.291.37-
2021/26.43-25.99-5.2415.11-3.0925.171.33-
2021/18.68-13.71-1.448.68-1.4425.951.29-
2020/1210.0639.75-6.7785.44-21.6825.681.25-
2020/117.2-14.45-32.3275.37-23.3224.291.32-
2020/108.42-2.97-25.0168.17-22.2223.51.37-
2020/98.6835.42-15.7659.76-21.8119.811.64-
2020/86.4135.35-36.0551.08-22.7615.982.04-
2020/74.73-2.16-41.5444.67-20.3814.082.31-
2020/64.847.19-39.9139.94-16.8214.552.3-
2020/54.51-13.16-48.1835.1-12.1619.511.72-
2020/45.2-46.98-36.2430.59-2.1321.781.54-
2020/39.844.565.5425.399.8925.391.36-
2020/26.78-23.039.2615.5912.8226.391.31-
2020/18.81-18.3815.738.8115.7330.251.14-
2019/1210.81.4625.64109.0919.730.0N/A-
2019/1110.64-5.2124.5398.319.110.0N/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)4085.970.13-86.32-0.61098.3-19.9315.768.54-1.1601.18-64.35-1.1401.9-61.460.53-85.56
2022 (9)3850.00.9597.920.01-98.86122.7717.1914.52-5.161.07-69.773.3177.011.31-64.694.93154.123.67100.55
2021 (8)3850.260.4800.88319.05104.7621.8815.315.813.548750.01.8703.7112266.671.9401.830
2020 (7)38410.66-0.5400.21-87.5785.95-21.2914.47-23.070.04-99.46-2.4000.03-99.63-2.920-2.070
2019 (6)3474.21.60162.31.69259.57109.219.5818.8117.347.34115.885.63102.528.02158.716.67110.415.58176.24
2018 (5)3338.470.61-49.170.47-45.9891.3215.1116.03-14.823.40-38.182.78-46.853.1-28.93.17-29.562.02-45.41
2017 (4)30716.291.20-16.080.87-15.5379.335.0718.820.165.50-11.585.23-10.754.36-7.234.55.143.7-3.39
2016 (3)26414.781.435.931.0358.4675.55.9218.792.186.223.155.865.024.79.34.28-11.933.8318.94
2015 (2)2306.481.35-67.150.65071.2825.3818.3929.66.0305.58-64.414.304.86-45.943.22-64.02
2014 (1)216-0.464.110-0.01056.8523.8814.1900.00015.680008.9908.950

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