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)820.00.03.393.0453.393.1619.25128.999.2358.3260.2422.044.2635.6324.257.2123.2216.287.1140.2212.63-1.0213.273.5911.8489.952.782.9653.5917.12-3.288.6312.63-1.0213.2712.8016.2933.64
24Q2 (19)820.00.03.2929.5359.712.6548.0493.435.83129.5364.2321.1421.3531.322.6210.8816.4815.2019.2227.4112.766.6921.523.2144.5967.192.729.8159.7617.709.0614.5612.766.6921.5210.3640.3624.02
24Q1 (18)820.00.02.5451.1971.621.790.029.712.54-65.8171.6217.42-0.6321.920.405.597.9912.757.8717.0811.9652.5540.542.227.2542.312.0851.8270.4916.2344.1441.2511.9652.5540.543.6213.6014.86
23Q4 (17)820.00.01.68-23.9831.251.7929.7127.867.4328.99-31.0117.537.8810.6719.32-1.835.5711.821.8113.337.84-29.6918.072.079.5225.451.37-24.3130.4811.26-28.5514.557.84-29.6918.074.41-8.3515.22
23Q3 (16)820.00.02.217.28-28.481.380.73-19.775.7662.25-39.2416.250.93-20.3419.681.344.1811.61-2.685.1611.156.19-10.151.89-1.56-16.01.817.1-28.4615.762.01-4.5411.156.19-10.156.8023.230.01
23Q2 (15)820.00.02.0639.19-36.221.37-0.72-42.443.55139.86-44.4416.112.67-20.4919.422.81-10.311.939.55-11.1710.5023.38-19.721.9223.08-29.411.6938.52-36.2315.4534.46-8.5310.5023.38-19.721.4427.40-1.07
23Q1 (14)820.00.01.4815.62-53.161.38-1.43-41.771.48-86.26-53.1614.29-9.79-14.4318.893.22-23.4610.894.41-34.878.5128.16-44.991.56-5.45-44.091.2216.19-52.7111.4916.89-44.038.5128.16-44.99-16.07-21.48-10.02
22Q4 (13)820.00.01.28-58.58-24.261.40-18.6-9.0910.7713.6142.0815.84-22.3515.3718.30-3.12-11.9810.43-5.53-20.086.64-46.49-34.061.65-26.67-7.821.05-58.5-23.919.83-40.46-29.386.64-46.49-34.06-10.81-31.45-23.16
22Q3 (12)820.00.03.09-4.33368.181.72-27.73218.529.4848.3660.9520.40.74160.218.89-12.7510.0811.04-17.843.7512.41-5.1281.432.25-17.28275.02.53-4.53368.5216.51-2.2583.6512.41-5.1281.4311.00-1.05-13.65
22Q2 (11)820.00.03.232.2231.32.380.42-10.196.39102.2222.1820.2521.264.1121.65-12.283.4913.43-19.68-6.6113.08-15.4526.382.72-2.51-2.862.652.7131.8416.89-17.7324.4713.08-15.4526.3821.4544.6027.16
22Q1 (10)820.00.03.1686.9814.082.3753.9-7.783.16-58.3114.0816.721.63-1.5324.6818.716.3316.7228.122.8915.4753.6215.622.7955.871.092.5886.9613.6620.5347.4919.2915.4753.6215.6248.38121.52119.55
21Q4 (9)820.00.01.69156.06-40.491.54185.19-49.017.5828.69-29.4913.7375.13-27.2820.7921.15-15.3513.0569.92-26.5210.0747.22-18.061.79198.33-46.571.38155.56-40.5213.9254.84-17.5810.0747.22-18.067.7241.4552.78
21Q3 (8)820.00.00.66-73.17-77.630.54-79.62-81.945.8912.62-25.547.84-59.69-57.3417.16-17.97-30.817.68-46.59-57.666.84-33.91-47.910.6-78.57-81.980.54-73.13-77.598.99-33.75-49.866.84-33.91-47.91-22.50-42.18-38.26
21Q2 (7)820.00.02.46-11.192.52.653.111.925.2388.815.4419.4514.6815.2320.92-9.87-4.6514.38-11.51-13.3710.35-22.65-10.782.81.450.02.01-11.452.5513.57-21.15-13.0710.35-22.65-10.782.25-6.82-5.90
21Q1 (6)820.00.02.77-2.467.782.57-14.912.722.77-74.237.7816.96-10.17-0.5323.21-5.58.3616.25-8.510.5413.388.878.62.76-17.619.962.27-2.168.117.211.897.2313.388.878.6-3.72-3.09-6.95
20Q4 (5)820.00.02.84-3.73-3.43.021.0-11.1810.7535.9-12.7418.882.72-5.0324.56-0.97-1.2917.76-2.09-0.6212.29-6.41.743.350.6-5.632.32-3.73-3.3316.89-5.86.2912.29-6.41.74--0.00
20Q3 (4)820.00.02.9522.920.02.9915.00.07.9159.480.018.388.890.024.8013.040.018.149.280.013.1313.190.03.3318.930.02.4122.960.017.9314.860.013.1313.190.0--0.00
20Q2 (3)820.00.02.40-6.610.02.6014.040.04.9693.00.016.88-1.00.021.942.430.016.6012.930.011.60-5.840.02.811.550.01.96-6.670.015.61-2.740.011.60-5.840.0--0.00
20Q1 (2)820.00.02.57-12.590.02.28-32.940.02.57-79.140.017.05-14.240.021.42-13.910.014.70-17.740.012.321.990.02.51-29.30.02.1-12.50.016.051.010.012.321.990.0--0.00
19Q4 (1)820.00.02.940.00.03.400.00.012.320.00.019.880.00.024.880.00.017.870.00.012.080.00.03.550.00.02.40.00.015.890.00.012.080.00.0--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)
2024/107.394.5316.0367.9828.2622.18N/A-
2024/97.07-8.4432.3760.629.9422.040.9-
2024/87.726.4934.3353.5329.6322.130.9-
2024/77.251.3240.5645.8128.8721.60.92-
2024/67.16-0.5434.6238.5526.8921.140.93-
2024/57.196.0415.7231.425.2319.90.98-
2024/46.7814.6648.5824.228.3617.91.09-
2024/35.9213.852.5217.4221.917.420.99-
2024/25.2-17.5343.5511.534.9817.111.0-
2024/16.312.2428.646.328.6417.480.98-
2023/125.610.894.2264.18-12.317.551.03-
2023/115.57-12.6126.3358.57-13.6117.271.05-
2023/106.3719.245.3753.0-16.3917.461.04-
2023/95.34-7.08-15.1246.63-18.6916.251.24-
2023/85.7511.43-18.7941.29-19.1216.221.24-
2023/75.16-2.95-26.5535.54-19.1716.691.2-
2023/65.32-14.51-23.8330.39-17.7616.11.2-
2023/56.2236.15-7.9125.07-16.2916.561.16-
2023/44.57-20.88-29.7718.85-18.7313.961.38-
2023/35.7759.41-5.9214.29-14.4114.291.38-
2023/23.62-26.09-8.638.52-19.3313.911.41-
2023/14.9-9.06-25.754.9-25.7514.691.34-
2022/125.3922.29-1.3673.1826.2215.841.33-
2022/114.4-27.11-12.4167.829.1216.741.26-
2022/106.04-3.9587.2463.3933.5219.411.08去年10月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/96.29-11.1230.0857.3429.5920.391.05去年9月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/87.080.79266.5751.0520.521.081.02去年8月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/77.020.6274.5443.978.7520.751.04去年7月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/66.983.361.3636.931.4320.231.03-
2022/56.753.824.7529.951.4519.391.07-
2022/46.55.996.2923.20.5316.61.25-
2022/36.1454.82-5.0316.7-1.5516.71.22-
2022/23.96-39.94-8.6910.560.5816.021.27-
2022/16.620.87.126.67.1217.091.19-
2021/125.468.6-19.4357.97-18.5713.721.36-
2021/115.0355.82-14.7552.53-18.410.161.83-
2021/103.2369.31-47.6147.5-18.777.062.63子公司越南利隆公司因新冠疫情影響產能,已逐步復工
2021/91.91-1.27-69.4844.27-15.377.862.39本月子公司越南利隆公司因新冠疫情影響部份停工
2021/81.93-52.0-67.742.36-8.0212.841.47本月子公司越南利隆公司因新冠疫情影響部份停工
2021/74.02-41.56-34.5340.430.8817.351.08本月子公司越南利隆公司因新冠疫情影響部份停工
2021/66.896.8217.136.417.2919.451.0-
2021/56.455.358.2229.525.2519.021.02-
2021/46.12-5.321.2923.084.4516.921.15-
2021/36.4648.852.4316.96-0.5316.960.93-
2021/24.34-29.54-21.7210.5-2.2217.280.92-
2021/16.16-9.1418.576.1618.5718.840.84-
2020/126.7814.91-1.0871.15-10.3118.840.77-
2020/115.9-4.23-5.464.37-11.1618.310.79-
2020/106.16-1.35-9.0758.47-11.7118.390.79-
2020/96.254.46-5.452.3-12.0218.370.77-
2020/85.98-2.7-11.7746.06-12.8318.00.78-
2020/76.154.523.7440.08-12.9917.980.78-
2020/65.88-1.27-13.2533.93-15.4716.880.86-
2020/55.9618.07-11.3328.05-15.9117.310.84-
2020/45.04-20.03-23.0922.09-17.0616.890.86-
2020/36.3113.75-15.2117.05-15.1217.050.84-
2020/25.546.726.8410.74-15.0117.590.81-
2020/15.19-24.2-30.245.19-30.2418.290.78-
2019/126.859.89-0.5379.32-6.560.0N/A-
2019/116.24-7.95-9.0872.47-7.10.0N/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)820.07.40-30.975.93-24.7564.17-12.3219.34-7.2411.59-9.889.49-21.247.44-21.028.67-26.346.09-30.95
2022 (9)820.010.7242.367.888.2473.1926.2320.85-0.9512.86-6.212.0512.729.4218.4911.7743.898.8242.26
2021 (8)820.07.53-29.637.28-33.1557.98-18.5621.05-9.4613.71-18.6410.69-13.447.95-33.698.18-31.036.2-29.47
2020 (7)820.010.70-12.7210.89-8.4971.19-10.2723.25-0.5616.851.8112.35-2.6811.99-8.6811.86-11.768.79-12.71
2019 (6)820.012.262.4211.909.1779.34-6.5523.388.3916.5513.0512.699.5913.135.6313.440.910.072.44
2018 (5)820.011.978.9210.90-7.3184.99.2221.57-4.4714.64-9.811.58-0.6912.43-1.4313.3211.199.839.1
2017 (4)820.010.99-2.411.767.0177.7310.6622.58-8.416.23-7.2611.66-13.6312.612.611.98-4.249.01-2.38
2016 (3)820.011.2620.1710.9931.6270.241.1524.6519.7217.5025.4513.5016.9812.2926.9612.5118.929.2320.03
2015 (2)820.09.3716.48.3513.6169.442.6320.597.313.9512.2311.5415.49.6815.110.5217.157.6916.52
2014 (1)820.08.0515.07.3513.4367.6618.8119.19012.43010.0008.4118.288.9819.266.615.18

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