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)2810.360.36-0.30-287.5-175.0-0.12-50.0-250.00.17-63.83-88.4414.57-11.48-6.8411.443.34-26.9-2.97-318.31-182.5-5.80-296.61-181.23-0.43-258.33-176.79-0.84-295.35-174.34-6.49-300.93-169.26-5.80-296.61-181.23-0.40-168.75-375.00
24Q2 (19)2800.00.00.16-50.0-79.22-0.08-700.0-112.70.4746.87-56.0716.4610.69-7.6311.07-31.16-47.36-0.71-141.52-106.542.95-50.5-75.58-0.12-148.0-106.220.43-51.69-80.03.23-59.52-74.982.95-50.5-75.583.6578.33-402.50
24Q1 (18)2800.00.00.32206.676.67-0.01-105.0-102.270.32-72.656.6714.87-3.38-13.2416.0830.1-16.861.7131.54-79.915.96207.1922.890.2525.0-82.880.89207.237.237.98203.3730.615.96207.1922.89-2.4915.8322.50
23Q4 (17)2800.00.0-0.30-175.0-200.00.20150.0-67.211.17-20.41-47.5315.39-1.6-14.7412.36-21.02-43.791.30-63.89-87.69-5.56-177.87-219.310.2-64.29-89.53-0.83-173.45-197.65-7.72-182.39-234.49-5.56-177.87-219.31-6.92-111.5331.35
23Q3 (16)2800.00.00.40-48.05-65.810.08-87.3-86.891.4737.38-23.8315.64-12.23-22.5415.65-25.58-41.283.60-66.82-71.567.14-40.89-56.060.56-70.98-78.121.13-47.44-65.349.37-27.42-53.87.14-40.89-56.06-4.1354.31-22.06
23Q2 (15)2800.00.00.77156.6714.930.6343.1861.541.07256.6740.7917.823.97-7.6721.038.74-14.1610.8527.544.6712.08149.0723.771.9332.1933.12.15159.0415.5912.91111.2912.9512.08149.0723.77-0.5378.337.65
23Q1 (14)2800.00.00.300.0200.00.44-27.87309.520.30-86.55200.017.14-5.048.1419.34-12.056.628.51-19.41358.664.854.08170.951.46-23.56380.770.83-2.35207.416.116.45179.04.854.08170.95-7.82-37.18-13.94
22Q4 (13)2800.01.080.30-74.36400.00.610.02133.332.2315.5481.318.05-10.67.521.99-17.49-7.7210.56-16.594011.114.66-71.32390.531.91-25.394875.00.85-73.93466.675.74-71.7382.354.66-71.32390.53-2.990.1328.20
22Q3 (12)2800.00.01.1774.6380.00.6156.41-1.611.93153.9563.5620.194.6114.8526.658.78-11.5512.6668.85.2416.2566.556.552.5676.5521.333.2675.2778.1420.2877.4361.5916.2566.556.5513.19322.31171.06
22Q2 (11)2800.00.00.67570.0109.380.39285.71-25.00.76660.046.1519.321.7715.1624.5035.065.297.50327.96-19.449.76445.2586.261.45378.85-7.051.86588.89108.9911.43421.9295.729.76445.2586.268.09318.33-157.15
22Q1 (10)2801.083.320.1066.67-50.0-0.21-600.0-175.00.10-91.87-50.015.85-5.60.7618.14-23.88-21.13-3.29-1118.52-158.331.7988.42-48.12-0.52-1200.0-158.430.2780.0-50.912.1984.03-47.231.7988.42-48.12-5.04-12.05-352.42
21Q4 (9)277-1.078.630.06-90.77-87.5-0.03-104.84-106.121.234.249.8216.79-4.49-2.6123.83-20.912.63-0.27-102.24-103.050.95-90.85-86.79-0.04-101.9-102.630.15-91.8-87.81.19-90.52-85.180.95-90.85-86.790.206.18-42.80
21Q3 (8)2800.09.80.65103.12282.350.6219.23106.671.18126.9284.3717.584.8935.3330.1329.4844.8612.0329.2271.6110.3898.09219.382.1135.26131.871.83105.62325.5812.55114.9216.1210.3898.09219.385.7281.5652.47
21Q2 (7)2803.328.530.3260.0455.560.5285.7100.52160.010.6416.766.55115.4223.271.1739.429.3165.07856.915.2451.88267.411.5675.281660.00.8961.82486.965.8440.72244.915.2451.88267.41-1.100.8421.42
21Q1 (6)2716.276.270.20-58.33-64.290.28-42.86-44.00.20-82.14-64.2915.73-8.7611.4823.00-0.95-12.945.64-36.2-51.083.45-52.02-66.180.89-41.45-45.40.55-55.28-61.814.15-48.32-64.623.45-52.02-66.1811.9862.0110.23
20Q4 (5)2550.00.00.48182.3541.180.4963.33-18.331.1275.0-56.0817.2432.7218.6523.2211.63-15.328.8426.11-27.667.19121.2322.491.5267.03-14.121.23186.0543.028.03102.2725.087.19121.2322.49--0.00
20Q3 (4)255-1.160.00.17288.890.00.3000.00.6436.170.012.9966.970.020.8024.630.07.01669.920.03.25203.830.00.911010.00.00.43286.960.03.97198.510.03.25203.830.0--0.00
20Q2 (3)2581.180.0-0.09-116.070.0-0.00-100.00.00.47-16.070.07.78-44.860.016.69-36.830.0-1.23-110.670.0-3.13-130.690.0-0.1-106.130.0-0.23-115.970.0-4.03-134.360.0-3.13-130.690.0--0.00
20Q1 (2)2550.00.00.5664.710.00.50-16.670.00.56-78.040.014.11-2.890.026.42-3.650.011.53-5.650.010.2073.760.01.63-7.910.01.4467.440.011.7382.710.010.2073.760.0--0.00
19Q4 (1)2550.00.00.340.00.00.600.00.02.550.00.014.530.00.027.420.00.012.220.00.05.870.00.01.770.00.00.860.00.06.420.00.05.870.00.0--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)
2024/104.28-4.15-17.550.18-10.0413.8N/A-
2024/94.46-11.76-11.2845.9-9.2714.571.98-
2024/85.060.26-5.3541.44-9.0517.541.64-
2024/75.05-32.15-4.2436.38-9.5416.781.72-
2024/67.4473.0845.0931.34-10.3416.461.82-
2024/54.3-9.08-31.9323.9-19.8713.892.15-
2024/44.73-2.8-25.919.6-16.6414.482.07-
2024/34.86-0.62-23.7214.87-13.1914.872.21-
2024/24.89-4.41-15.3610.01-6.9414.822.21-
2024/15.126.382.825.122.8215.332.14-
2023/124.81-10.82-21.7565.99-10.0915.392.17-
2023/115.44.03-12.2861.18-9.0215.612.14-
2023/105.193.06-9.9655.79-8.6915.562.14-
2023/95.03-5.86-22.2950.6-8.5615.652.19-
2023/85.351.43-23.8145.57-6.7415.742.17-
2023/75.272.79-21.2840.22-3.8816.712.05-
2023/65.13-18.79-24.9834.95-0.5617.821.99-
2023/56.31-1.033.0429.835.3219.071.86-
2023/46.380.050.5523.515.9518.541.91-
2023/36.3810.271.6217.148.1117.142.09-
2023/25.7816.1232.910.7612.3516.912.12-
2023/14.98-19.03-4.744.98-4.7417.282.07-
2022/126.15-0.0214.8373.49.6418.061.91-
2022/116.156.781.067.259.1918.391.88-
2022/105.76-11.056.1261.110.0919.251.79-
2022/96.48-7.76.7155.3410.5220.191.72-
2022/87.024.812.2448.8611.0420.541.69-
2022/76.69-2.0227.1841.8510.8519.651.77-
2022/66.8311.5332.4835.158.219.31.83-
2022/56.13-3.421.7728.323.6218.741.88-
2022/46.341.1213.6722.194.1416.972.08-
2022/36.2744.2115.7415.850.7615.852.13-
2022/24.35-16.763.289.58-7.1114.932.26-
2022/15.23-2.4-14.295.23-14.2916.672.02-
2021/125.35-12.07-4.266.9428.6116.871.81-
2021/116.0912.21.0961.5932.5517.591.74-
2021/105.43-10.56-2.9655.537.2417.751.72-
2021/96.07-2.9218.8950.0743.717.581.46-
2021/86.2518.7548.5544.047.9516.671.54-
2021/75.262.0542.9837.7547.8616.441.56-
2021/65.16-14.3146.2532.4948.6816.761.26-
2021/56.027.85135.1627.3349.1417.021.24汽車供應鏈需求增加及去年疫情影響營收基期較低
2021/45.582.96231.1821.3135.1815.211.39因新型冠狀病毒影響趨緩,客戶需求及訂單明顯回升。
2021/35.4228.6823.1915.7311.7215.731.21-
2021/24.21-30.92-6.610.316.5115.91.2-
2021/16.19.0917.956.117.9517.711.08-
2020/125.59-7.2130.4852.05-12.7517.211.1-
2020/116.027.720.1546.46-16.116.721.14-
2020/105.599.587.2940.44-19.7114.91.27-
2020/95.121.290.9334.84-22.8212.991.57-
2020/84.2114.29-18.7129.74-25.8211.421.79-
2020/73.684.39-27.3125.53-26.879.772.09-
2020/63.5337.77-29.621.85-26.87.772.71-
2020/52.5651.89-48.2218.32-26.238.642.44-
2020/41.69-61.69-66.9415.76-20.7710.591.99因新型冠狀病毒疫情擴散,各國封城封廠阻斷人流、物流以致影響出貨。
2020/34.4-2.44-12.4614.08-4.8614.081.35-
2020/24.51-12.768.059.68-0.9513.961.37-
2020/15.1720.68-7.675.17-7.6714.471.32-
2019/124.28-14.56-11.5659.66-16.520.0N/A-
2019/115.01-3.81-10.4155.38-16.880.0N/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)2800.01.17-47.531.35-3.5765.99-10.0817.29-25.156.30-14.174.92-42.594.16-22.823.63-52.733.27-47.6
2022 (9)2801.082.2381.31.400.7273.399.7723.10-8.157.348.748.5768.375.3919.257.6890.16.2482.46
2021 (8)2778.631.239.821.398.5966.8628.3125.1511.736.75-11.35.09-7.124.5213.854.0424.693.4219.58
2020 (7)2550.01.12-55.911.28-50.1952.11-12.6822.51-19.667.61-44.495.48-49.913.97-51.533.24-56.512.86-55.93
2019 (6)2550.02.54-47.632.57-37.3259.68-16.5728.02-11.0513.71-26.6110.94-36.918.19-38.77.45-47.546.49-47.53
2018 (5)2551.594.851.044.10-7.8771.536.4631.50-6.7518.68-11.9317.34-3.2913.36-6.2514.23.0512.372.74
2017 (4)2516.814.800.634.4512.6667.1916.2333.78-8.6521.21-11.6217.93-7.7214.252.7413.78-1.512.047.21
2016 (3)2350.04.773.473.956.7657.819.136.981.4824.00-1.0319.43-5.3613.877.9413.995.1111.233.41
2015 (2)2351.294.6152.653.7071.352.9925.0936.4419.3224.2534.9520.5322.212.8568.8613.3153.710.8652.53
2014 (1)23224.063.0234.822.1660.042.3613.7530.54017.97016.8007.6164.368.6668.487.1265.2

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