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)730.00.01.0911.22-1.8-0.080.072.412.7366.46-39.874.037.1811.9410.66-18.6311.273.20-33.7524.5119.844.04-12.680.13-27.7844.440.811.11-2.4424.59-4.02-21.3619.844.04-12.6814.4329.8530.95
24Q2 (19)730.00.00.9848.4822.5-0.0861.9-172.731.64148.48-52.193.7621.68-11.5313.1032.196.594.83481.93-9.0419.0721.3937.890.18500.0-21.740.7250.022.0325.6219.8948.6919.0721.3937.893.888.6169.89
24Q1 (18)730.00.00.66-31.25-74.9-0.2177.8900.66-88.0-74.93.09-13.93-32.099.910.3-23.060.83-54.89-86.015.71-20.09-62.920.03-57.14-88.890.48-32.39-75.1321.37-47.55-55.8715.71-20.09-62.92-7.10-22.38-74.85
23Q4 (17)730.00.00.96-13.5147.69-0.95-227.59-352.385.5021.1549.463.59-0.28-13.79.883.13-5.451.84-28.4-51.4519.66-13.4772.610.07-22.22-56.250.71-13.4151.0640.7430.28118.3319.66-13.4772.61-7.7812.62-295.62
23Q3 (16)730.00.01.1138.75-13.95-0.29-363.64-314.294.5432.3649.833.6-15.29-13.889.58-22.051.482.57-51.6-19.1822.7264.280.090.09-60.87-30.770.8238.98-13.6831.2781.4915.0122.7264.280.09-10.94-15.41-181.82
23Q2 (15)730.00.00.80-69.58-12.090.11037.53.4330.4297.134.25-6.5917.412.29-4.5820.145.31-10.4666.4613.83-67.36-25.080.23-14.8191.670.59-69.43-11.9417.23-64.42-13.8513.83-67.36-25.081.40117.5250.00
23Q1 (14)730.00.02.63304.62216.870.00100.0100.02.63-28.53216.874.559.3849.6712.8823.2542.325.9356.46332.8542.37271.99112.380.2768.75575.01.93310.64216.3948.42159.4995.2442.37271.99112.384.45127.50-50.00
22Q4 (13)730.00.00.65-49.61-52.55-0.21-200.04.553.6821.45-11.964.16-0.4849.110.4510.741.63.7919.18429.5711.39-49.82-68.310.1623.08633.330.47-50.53-53.018.66-31.37-54.0111.39-49.82-68.317.50-3.93-193.75
22Q3 (12)730.00.01.2941.7686.96-0.07-187.576.673.0374.147.834.1815.4736.69.44-7.72187.83.18-0.31234.7522.7022.9737.240.138.33285.710.9541.7986.2727.1935.9526.7622.7022.9737.2417.2725.70-15.18
22Q2 (11)730.00.00.919.64-3.190.08157.14153.331.74109.64-17.923.6219.08-2.9510.2313.040.993.19132.85-7.818.46-7.47-0.050.12200.0-7.690.679.84-2.920.00-19.35-19.6118.46-7.47-0.0514.02-14.8996.75
22Q1 (10)730.00.00.83-39.42-29.66-0.1436.36-100.00.83-80.14-29.663.048.96-4.49.0522.63-19.121.37219.13-63.8519.95-44.49-27.160.04233.33-66.670.61-39.0-29.8924.80-38.87-24.6219.95-44.49-27.160.0729.5631.52
21Q4 (9)730.00.01.3798.55-18.45-0.2226.6746.344.1848.75-5.222.79-8.82-14.427.38125.0-26.05-1.1551.27-147.3335.94117.29-4.95-0.0357.14-137.51.096.08-18.740.5789.14-17.8235.94117.29-4.95-13.3935.97-36.66
21Q3 (8)730.00.00.69-26.6-46.09-0.30-100.09.092.8132.552.553.06-17.9613.753.28-67.62-60.29-2.36-168.21-468.7516.54-10.45-52.59-0.07-153.85-450.00.51-26.09-45.7421.45-13.79-51.8116.54-10.45-52.59-0.33-23.47-107.15
21Q2 (7)730.0-1.350.94-20.34-24.8-0.15-114.29-50.02.1279.6645.213.7317.348.6110.13-9.476.523.46-8.7181.1518.47-32.57-49.620.138.33160.00.69-20.69-25.024.88-24.38-39.9918.47-32.57-49.627.43-25.05-15.68
21Q1 (6)730.00.01.18-29.76461.9-0.0782.9373.081.18-73.24461.93.18-2.4552.8811.1912.1269.83.7955.97196.9327.39-27.56275.720.1250.0250.00.87-29.27480.032.90-33.36165.5427.39-27.56275.729.370.7429.35
20Q4 (5)730.00.01.6831.2534.4-0.41-24.24-192.864.4160.9511.653.2621.19-2.19.9820.82-1.192.43279.69-1.6237.818.3737.840.08300.00.01.2330.8535.1649.3710.9250.0637.818.3737.84--0.00
20Q3 (4)73-1.350.01.282.40.0-0.33-230.00.02.7487.670.02.697.170.08.26-13.140.00.64-66.490.034.89-4.830.00.02-60.00.00.942.170.044.517.360.034.89-4.830.0--0.00
20Q2 (3)741.370.01.25495.240.0-0.1061.540.01.46595.240.02.5120.670.09.5144.310.01.91148.850.036.66402.880.00.05162.50.00.92513.330.041.46234.620.036.66402.880.0--0.00
20Q1 (2)730.00.00.21-83.20.0-0.26-85.710.00.21-94.680.02.08-37.540.06.59-34.750.0-3.91-258.30.07.29-73.420.0-0.08-200.00.00.15-83.520.012.39-62.340.07.29-73.420.0--0.00
19Q4 (1)730.00.01.250.00.0-0.140.00.03.950.00.03.330.00.010.100.00.02.470.00.027.430.00.00.080.00.00.910.00.032.900.00.027.430.00.0--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)
2024/101.14-18.021.0112.02-11.133.78N/A-
2024/91.399.9811.1910.88-12.234.030.55-
2024/81.26-9.2220.529.49-14.853.930.56-
2024/71.397.936.478.23-18.513.990.55-
2024/61.29-2.07-1.066.85-22.213.760.58-
2024/51.3113.08-15.345.56-25.883.60.61-
2024/41.163.18-17.054.25-28.633.160.69-
2024/31.1328.48-39.873.09-32.193.090.69-
2024/20.88-19.17-38.221.96-26.823.20.67-
2024/11.08-12.45-14.01.08-14.03.550.6-
2023/121.241.07-5.3215.986.543.590.58-
2023/111.228.91-17.3614.757.683.60.58-
2023/101.12-9.76-17.9513.5210.723.420.61-
2023/91.2519.2-13.8312.414.343.60.67-
2023/81.05-19.8-13.3711.1518.683.650.66-
2023/71.30.28-14.7210.1123.414.160.58-
2023/61.3-16.2-1.648.832.164.250.64-
2023/51.5510.836.787.540.534.820.56-
2023/41.4-25.2120.535.9541.544.690.58-
2023/31.8732.0146.844.5549.574.550.66中心廠訂單增加
2023/21.4212.5146.752.6851.533.990.75中心廠訂單增加
2023/11.26-3.6157.31.2657.34.050.74中心廠訂單增加
2022/121.31-11.7828.0315.017.614.160.79-
2022/111.488.1445.3813.6916.74.30.77-
2022/101.37-5.2383.1712.2113.974.020.82中心廠訂單增加
2022/91.4519.8454.0310.848.784.180.61中心廠訂單需求增加
2022/81.21-21.0531.699.44.074.060.63-
2022/71.5315.6626.428.190.953.980.64-
2022/61.3216.54-0.876.66-3.513.620.7-
2022/51.13-2.36-7.935.34-4.143.570.71-
2022/41.16-8.880.04.2-3.063.40.75-
2022/31.2731.934.933.04-4.183.040.74-
2022/20.9720.65.021.77-9.832.790.81-
2022/10.8-21.55-22.980.8-22.982.840.79-
2021/121.020.16-20.7512.7621.142.790.76-
2021/111.0236.26-0.8211.7326.982.710.78-
2021/100.75-20.3-20.3310.7230.462.60.81-
2021/90.942.4513.919.9737.023.060.69-
2021/80.92-24.2112.339.0339.973.460.61-
2021/71.21-9.3115.668.1143.983.770.56-
2021/61.338.2369.096.950.433.730.6中心廠訂單增加
2021/51.236.0564.15.5746.563.610.62中心廠訂單需求增加
2021/41.16-4.3919.484.3442.243.30.68-
2021/31.2132.0531.543.1852.893.180.69中心廠訂單增加
2021/20.92-11.55109.921.9670.03.250.67中心廠訂單需求增加
2021/11.04-19.2845.521.0445.523.360.65-
2020/121.2925.3634.1110.53-15.223.260.6-
2020/111.039.45-13.139.24-19.362.790.7-
2020/100.9413.95-21.028.21-20.082.580.76-
2020/90.821.0310.417.27-19.952.690.77-
2020/80.82-21.9651.96.45-22.672.650.78木床、零件及模治具收入增加所致
2020/71.0532.598.425.63-27.82.580.8-
2020/60.795.03-18.134.59-32.912.510.77-
2020/50.75-22.77-33.273.8-35.332.650.73-
2020/40.975.25-20.823.05-35.822.330.83-
2020/30.92110.73-32.012.08-41.052.080.87-
2020/20.44-38.68-62.581.15-46.732.110.85受新型冠狀肺炎疫情影響,車廠訂單減少
2020/10.71-25.61-28.030.71-28.032.860.63-
2019/120.96-18.8-41.7312.42-7.140.0N/A-
2019/111.18-0.480.3711.46-2.280.0N/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)730.05.5049.86-1.14015.986.5311.3115.064.0937.2525.2640.490.6544.445.5262.834.0449.63
2022 (9)730.03.67-12.2-0.33015.017.559.8320.762.98161.417.98-25.240.45200.03.39-9.842.7-12.05
2021 (8)730.04.18-5.22-0.75012.7621.188.14-7.081.1490.024.05-21.840.15150.03.76-8.293.07-5.25
2020 (7)730.04.4111.65-1.10010.53-15.228.76-10.250.60-74.6830.7731.830.06-79.314.1-2.613.2411.72
2019 (6)730.03.95-35.98-1.40012.42-7.179.76-3.942.37-10.923.34-31.110.29-19.444.21-21.892.9-35.98
2018 (5)730.06.17-16.17-0.68013.3814.4610.1613.272.66274.6533.88-26.730.36350.05.39-11.934.53-16.27
2017 (4)730.07.362.08-0.85011.69-2.098.97-7.330.71-48.1846.244.330.08-50.06.12-2.75.412.27
2016 (3)735.87.2114.26-1.15011.94-0.679.68-10.951.37-53.444.3221.790.16-54.296.2931.045.2921.05
2015 (2)690.06.3136.88-0.11012.021.3510.87-3.292.9453.9336.3935.030.3552.174.834.834.3736.56
2014 (1)690.04.617.46-0.19011.86-3.2611.2401.91026.9500.23-25.813.56-2.23.27.74

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