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)96-1.03-1.030.5918.0-63.8-0.1936.67-132.761.2688.06-38.245.724.45-13.7712.46-29.8-33.83-3.1046.55-166.389.88-2.37-58.38-0.1833.33-158.060.5718.75-63.9210.08-8.03-49.939.88-2.37-58.3825.3197.89-181.66
24Q2 (19)970.00.00.50177.78100.0-0.30-400.0-3100.00.67272.2263.414.5826.17-30.517.75-4.77-6.58-5.80-136.73-176.3210.12147.43182.68-0.27-200.0-154.00.48182.3592.010.96173.32-2.2310.12147.43182.68-0.83103.17-166.66
24Q1 (18)970.00.00.1828.5720.0-0.0666.6780.650.18-91.7420.03.63-27.83-32.6518.6463.2293.36-2.4538.1352.884.09229.84519.7-0.0955.067.860.1721.4313.334.0179.0227.714.09229.84519.7-25.86-31.42-32.18
23Q4 (17)970.00.00.14-91.41-50.0-0.18-131.03-126.472.186.86-40.65.03-23.9-24.711.42-39.35-51.83-3.96-184.8-139.321.24-94.78-67.71-0.2-164.52-129.850.14-91.14-48.152.24-88.87-48.391.24-94.78-67.71-11.80230.302784.49
23Q3 (16)970.00.01.63552.07.950.585700.0-17.142.04397.56-39.646.610.3-37.718.83-0.89-9.824.67-38.55-57.4323.74563.1373.160.31-38.0-73.281.58532.08.2220.1379.579.5823.74563.1373.1611.28309.332901.61
23Q2 (15)970.00.00.2566.67-79.510.01103.23-98.360.41173.33-78.076.5922.26-11.6619.0097.1-20.777.60246.15-40.583.58442.42-76.810.5278.57-47.370.2566.67-78.8111.21257.01-45.743.58442.42-76.811.4810.12-21.18
23Q1 (14)970.00.00.15-46.43-76.92-0.31-145.59-3000.00.15-95.91-76.925.39-19.31-13.769.64-59.34-44.76-5.20-151.64-269.930.66-82.81-93.45-0.28-141.79-247.370.15-44.44-75.813.14-27.65-75.960.66-82.81-93.45-28.17-63.94-74.23
22Q4 (13)970.00.00.28-81.46-22.220.68-2.8644.683.678.58171.856.68-37.04-29.3123.7113.5525.3210.07-8.230.953.84-71.9911.30.67-42.24-8.220.27-81.51-20.594.34-76.37-33.743.84-71.9911.32.59-28.845.95
22Q3 (12)970.00.01.5123.774933.330.7014.75159.263.3880.75238.010.6142.2315.4520.88-12.939.0310.97-14.2348.8513.71-11.268450.01.1622.1170.591.4623.734766.6718.37-11.08273.3713.71-11.268450.030.7955.733107.38
22Q2 (11)970.00.01.2287.6969.440.616200.0-11.591.87187.6992.787.4619.36-22.5323.9837.4220.3812.79317.9742.5915.4453.33118.70.95400.010.471.1890.3268.5720.6658.19120.0215.4453.33118.7-7.2584.123048.93
22Q1 (10)970.00.00.6580.56160.0-0.01-102.13-104.170.65-51.85160.06.25-33.86-22.2617.45-7.775.253.06-60.21-37.5510.07191.88280.00.19-73.97-51.280.6282.35158.3313.0699.39160.6810.07191.88280.0-15.52590.28-14.03
21Q4 (9)970.00.00.361100.0111.760.4774.07370.01.3535.0-65.569.452.8310.9218.92-1.225.887.694.34262.743.4517150.070.790.737.35305.560.341033.33100.06.5533.13122.033.4517150.070.79-0.87502.086.60
21Q3 (8)970.00.00.03-95.83-86.360.27-60.8717.391.003.09-73.339.19-4.5716.9219.15-3.8724.357.37-17.841183.820.02-99.72-99.120.68-20.931460.00.03-95.71-85.714.92-47.6707.410.02-99.72-99.127.6146.0963.31
21Q2 (7)970.00.00.72188.0414.290.69187.5137.930.97288.0-72.529.6319.7811.3319.9220.1410.858.9783.0684.957.06166.42341.250.86120.51104.760.7191.67438.469.3987.43206.867.06166.42341.257.08117.53163.75
21Q1 (6)970.00.00.2547.06-92.630.24140.0111.590.25-93.62-92.638.04-5.6336.0416.5810.3128.434.90131.13273.142.6531.19-97.130.39116.67329.410.2441.18-92.685.0169.83-94.22.6531.19-97.131.3912.1741.74
20Q4 (5)970.00.00.17-22.73200.00.10-56.52-33.333.924.53218.78.528.44.0315.03-2.4-3.222.12411.76472.972.02-10.62167.330.18460.0500.00.17-19.05200.02.95464.2186.762.02-10.62167.33--0.00
20Q3 (4)970.00.00.2257.140.00.23-20.690.03.756.230.07.86-9.130.015.40-14.30.0-0.68-114.020.02.2641.250.0-0.05-111.90.00.2161.540.0-0.81-126.470.02.2641.250.0--0.00
20Q2 (3)970.00.00.14-95.870.00.29114.010.03.534.130.08.6546.360.017.9739.190.04.85271.380.01.60-98.270.00.42347.060.00.13-96.040.03.06-96.450.01.60-98.270.0--0.00
20Q1 (2)970.00.03.392094.120.0-2.07-1480.00.03.39175.610.05.91-27.840.012.91-16.870.0-2.83-864.860.092.263175.330.0-0.17-666.670.03.282029.410.086.312638.530.092.263175.330.0--0.00
19Q4 (1)970.00.0-0.170.00.00.150.00.01.230.00.08.190.00.015.530.00.00.370.00.0-3.000.00.00.030.00.0-0.170.00.0-3.400.00.0-3.000.00.0--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)
2024/101.37-9.986.2115.28-23.114.67N/A-
2024/91.52-14.17-43.9613.91-25.145.72.7-
2024/81.78-26.15-0.112.39-21.925.872.63-
2024/72.442.7113.7110.61-24.675.272.93-
2024/61.6843.05-33.498.21-31.454.583.72-
2024/51.18-31.51-43.216.52-30.94.883.5-
2024/41.72-13.39-13.065.35-27.434.363.91-
2024/31.99203.04-12.663.63-32.713.634.58-
2024/20.66-33.38-55.741.64-47.363.315.02因113年2月適逢春節假期及大陸廠春節假期延長,工作天數減少,致本月營收較去年同期減少。
2024/10.98-41.09-39.750.98-39.754.723.51-
2023/121.67-19.35-20.9823.62-23.825.032.88-
2023/112.0760.32-7.5621.95-24.026.082.38-
2023/101.29-52.51-44.3919.88-25.415.792.5-
2023/92.7253.0-37.3618.59-23.66.612.32-
2023/81.78-15.93-40.615.87-20.616.432.39-
2023/72.11-16.53-35.4914.09-17.086.722.29-
2023/62.5322.157.3911.97-12.696.592.45-
2023/52.074.83-13.629.44-16.866.332.55-
2023/41.98-12.99-26.727.37-17.735.732.82-
2023/32.2753.5429.655.39-13.845.392.97-
2023/21.48-9.3-20.693.11-30.85.233.06-
2023/11.63-22.73-37.961.63-37.965.992.68-
2022/122.11-5.66-35.3831.01-14.66.682.41-
2022/112.24-3.54-36.9628.89-12.558.911.8-
2022/102.32-46.51-11.4926.65-9.69.661.66-
2022/94.3445.1149.724.33-9.4210.611.48-
2022/82.99-8.71-11.3819.99-16.588.631.82-
2022/73.2838.9512.4416.99-17.438.041.95-
2022/62.36-1.74-30.6113.71-22.377.462.35-
2022/52.4-11.07-22.9311.36-20.46.862.56-
2022/42.753.95-13.28.95-19.696.322.77-
2022/31.75-6.08-57.486.25-22.216.252.69受烏俄戰爭及船運缺櫃影響出貨遞延
2022/21.87-29.0532.114.514.977.772.17-
2022/12.63-19.55.282.635.289.461.78-
2021/123.27-7.977.0736.3117.379.451.64-
2021/113.5535.4324.6233.0418.499.081.71-
2021/102.62-9.530.4629.4817.88.91.74-
2021/92.9-14.0938.226.8619.829.191.7-
2021/83.3815.8331.4823.9617.929.691.61-
2021/72.92-14.25-8.6920.5815.959.431.65-
2021/63.49.1113.7917.6721.369.631.51-
2021/53.120.1512.9314.2723.3210.351.4-
2021/43.11-24.597.3311.1526.578.651.68-
2021/34.13191.8768.858.0436.018.041.75本月較去年大幅增加係因景氣暢旺、接單增加所致
2021/21.41-43.46-15.833.9112.876.972.01-
2021/12.5-18.1239.832.539.838.411.67-
2020/123.057.087.6330.94-9.498.521.58-
2020/112.859.1716.9227.88-11.047.561.78-
2020/102.6124.44-10.3325.03-13.47.281.85-
2020/92.1-18.27-36.5422.42-13.747.861.87-
2020/82.57-19.56-8.4720.32-10.428.751.68-
2020/73.196.856.0217.75-10.698.941.64-
2020/62.998.295.3714.56-13.688.651.77-
2020/52.76-4.8-9.3711.57-17.538.11.89-
2020/42.918.6111.148.81-19.87.022.18-
2020/32.4445.48-21.975.91-29.435.912.86-
2020/21.68-6.06-17.153.47-33.886.32.68-
2020/11.79-36.97-44.431.79-44.437.062.39-
2019/122.8416.33-36.9634.18-29.850.0N/A-
2019/112.44-16.27-43.7931.34-29.120.0N/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)970.02.17-40.550.09-95.523.62-23.8315.20-29.431.40-85.458.06-28.480.33-88.932.35-48.912.11-40.4
2022 (9)970.03.65170.372.0020.4831.01-14.621.5415.09.6231.2411.27235.422.9812.034.693.283.54170.23
2021 (8)970.01.35-65.381.66036.3117.3618.7320.537.33495.933.36-82.512.66600.02.38-57.121.31-65.44
2020 (7)970.03.90219.67-1.44030.94-9.4815.54-20.021.23-78.519.21509.840.38-80.615.55201.633.79218.49
2019 (6)970.01.22-64.011.36-51.4334.18-29.8619.435.665.72-18.173.15-53.951.96-42.521.84-54.571.19-64.26
2018 (5)970.03.3986.262.8029.0348.7315.1518.39-9.596.99-4.126.8467.653.4110.364.0546.213.3389.2
2017 (4)970.01.8228.172.174.8342.3216.3620.34-2.027.29-1.624.089.973.0914.872.7733.821.7628.47
2016 (3)975.431.42-52.192.0724.736.37-4.4720.760.877.4114.883.71-48.762.699.352.07-42.661.37-50.0
2015 (2)920.02.970.341.66-27.5138.07-2.7120.58-5.686.45-18.157.241.262.46-20.133.61-0.282.740.37
2014 (1)920.02.9615.622.2928.6539.1330.7421.8207.8807.1503.0831.623.6221.072.7315.68

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