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)60-7.69-7.690.03-92.68-94.830.20-20.0-20.01.082.8614.893.45.92-14.1410.84-23.39-10.493.64-45.75-41.20.53-93.62-94.460.12-45.45-52.00.02-92.59-94.740.66-93.74-94.440.53-93.62-94.46-5.25-64.3144.16
24Q2 (19)650.00.00.41-35.940.00.25108.33108.331.0564.06191.673.21-16.41-28.8214.1527.0238.186.7145.8732.878.31-23.7639.90.2222.22-4.350.27-35.710.010.55-22.5411.648.31-23.7639.9-13.76998.6915.07
24Q1 (18)650.00.00.642033.331380.00.12-78.18300.00.64-33.331380.03.84-11.1151.1811.14-16.4335.194.60-38.673733.3310.902625.0895.620.18-43.7500.422000.01500.013.623305.0896.4910.902625.0895.62-1.01969.2520.91
23Q4 (17)650.00.00.03-94.83110.340.55120.0223.530.962.13-84.04.329.0947.9513.3310.0748.947.5021.16563.720.40-95.82106.220.3228.0966.670.02-94.74110.530.40-96.63104.620.40-95.82106.22-1.55-26.68114.16
23Q3 (16)650.00.00.5841.46-66.470.25108.33-60.320.94161.11-85.063.96-12.2-38.9812.1118.26-15.316.1922.57-39.079.5761.11-45.190.258.7-62.120.3840.74-66.3711.8725.61-45.559.5761.11-45.1932.68480.73204.16
23Q2 (15)650.00.00.41920.0-86.60.12300.0-70.00.36820.0-92.114.5177.56-39.0510.2424.27-16.685.054108.33-37.425.94533.58-78.020.230-61.670.271000.0-86.59.45652.63-70.345.94533.58-78.0232.27501.38108.83
23Q1 (14)650.00.0-0.0582.76-103.330.03-82.35-94.23-0.05-100.83-103.332.54-13.01-68.998.24-7.93-22.120.12-89.38-98.27-1.3778.69-111.470-100.0-100.0-0.0384.21-103.06-1.7180.23-111.35-1.3778.69-111.47-34.01-17.00-77.69
22Q4 (13)650.00.0-0.29-116.76-216.00.17-73.02-83.06.00-4.61344.442.92-55.01-68.978.95-37.41-21.081.13-88.88-86.95-6.43-136.83-471.680.03-95.45-96.3-0.19-116.81-218.75-8.65-139.68-319.54-6.43-136.83-471.68-33.66-80.11-7.76
22Q3 (12)650.00.01.73-43.46110.980.6357.5-31.526.2937.94471.826.49-12.3-23.3814.3016.3525.2210.1625.925.5917.46-35.38175.830.6610.0-4.351.13-43.5109.2621.80-31.58175.2517.46-35.38175.83-10.9830.2717.21
22Q2 (11)650.00.03.06104.01940.00.40-23.08-51.814.56204.01528.577.4-9.650.1412.2916.1619.328.0716.4513.8227.02126.31978.460.65.2615.382.0104.081900.031.86111.551763.1627.02126.31978.46-11.30302.00-35.54
22Q1 (10)650.00.01.50500.0971.430.52-48.015.561.5011.11971.438.19-12.9633.1710.58-6.715.636.93-19.9842.0111.94590.17723.450.57-29.6390.00.98512.5988.8915.06282.23660.6111.94590.17723.45-0.93215.25-19.65
21Q4 (9)650.00.00.25-69.51167.571.008.758.731.3522.73582.149.4111.129.6111.34-0.739.148.667.0577.11.73-72.67152.110.8117.39125.00.16-70.37166.673.94-50.25206.781.73-72.67152.1112.86188.589.77
21Q3 (8)650.00.00.82446.67555.560.9210.8448.391.10292.861275.08.4714.6136.1711.4210.8716.538.0914.136.26.33386.92444.020.6932.6986.490.54440.0590.917.92363.16540.06.33386.92444.0217.38226.9147.64
21Q2 (7)650.00.00.157.14193.750.8384.4445.610.28100.07.697.3920.1650.8210.3012.57-7.127.0945.298.911.30-10.34160.750.5273.3362.50.111.11200.01.71-13.64167.591.30-10.34160.752.4472.4927.93
21Q1 (6)650.00.00.14137.84-66.670.45-28.57164.710.14150.0-66.676.15-15.2935.169.1512.27-2.874.88-0.216.751.45143.67-75.950.3-16.6757.890.09137.5-66.671.98153.66-74.841.45143.67-75.950.7116.14-13.48
20Q4 (5)650.00.0-0.37-105.56-15.620.631.618.62-0.28-450.0-126.177.2616.7246.378.15-16.84-15.814.89-17.6810.14-3.32-80.4320.380.36-2.763.64-0.24-118.18-14.29-3.69-105.045.58-3.32-80.4320.38--0.00
20Q3 (4)650.00.0-0.18-12.50.00.628.770.00.08-69.230.06.2226.940.09.80-11.630.05.94-8.760.0-1.8414.020.00.3715.620.0-0.11-10.00.0-1.8028.850.0-1.8414.020.0--0.00
20Q2 (3)650.00.0-0.16-138.10.00.57235.290.00.26-38.10.04.97.690.011.0917.730.06.5155.740.0-2.14-135.490.00.3268.420.0-0.1-137.040.0-2.53-132.150.0-2.14-135.490.0--0.00
20Q1 (2)650.00.00.42231.250.00.17-70.690.00.42-60.750.04.55-8.270.09.42-2.690.04.18-5.860.06.03244.60.00.19-13.640.00.27228.570.07.87216.080.06.03244.60.0--0.00
19Q4 (1)650.00.0-0.320.00.00.580.00.01.070.00.04.960.00.09.680.00.04.440.00.0-4.170.00.00.220.00.0-0.210.00.0-6.780.00.0-4.170.00.0--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)
2024/110.65-49.68-54.6412.39-11.612.78N/A國外市場需求減少
2024/101.2952.56-18.2411.74-6.733.56N/A-
2024/90.84-40.88-43.9410.45-5.093.41.2-
2024/81.4326.14-7.739.611.053.511.16-
2024/71.1318.9423.848.182.763.341.22-
2024/60.95-24.52-34.217.050.033.211.38-
2024/51.2626.29-18.716.18.873.481.27-
2024/41.0-18.26-33.994.8419.433.271.35-
2024/31.2215.969.413.8451.233.841.01國外市場需求增加
2024/21.05-32.78103.772.6284.033.940.99國外市場需求增加
2024/11.5719.0372.781.5772.784.310.9國外市場需求增加
2023/121.32-7.8571.5715.33-38.694.320.92國外市場需求增加
2023/111.43-9.337.8814.02-42.184.510.88-
2023/101.574.6140.5512.59-45.754.630.86-
2023/91.51-2.7-25.3911.02-50.133.971.09國外市場需求減少
2023/81.5569.32-27.839.51-52.623.911.11國外市場需求減少
2023/70.91-36.81-60.717.96-55.583.911.11國外市場需求減少
2023/61.45-6.74-47.017.05-54.814.510.93國外市場須求減少
2023/51.552.56-34.235.6-56.474.181.0國外市場須求減少
2023/41.5135.47-34.634.05-61.463.151.33國外市場須求減少
2023/31.12115.97-60.082.54-69.022.541.98國外市場須求減少
2023/20.52-43.0-76.471.42-73.652.192.3國外市場須求減少
2023/10.9118.2-71.720.91-71.722.711.86國外市場須求減少
2022/120.77-25.95-73.9725.01-20.562.921.84國外市場須求減少
2022/111.04-7.54-68.124.25-15.044.171.29國外市場須求減少
2022/101.12-44.46-65.7223.21-8.235.281.02國外市場須求減少
2022/92.02-5.88-30.5322.090.296.490.95-
2022/82.14-7.83-11.2520.074.987.20.85-
2022/72.33-14.78-26.2817.937.337.410.83-
2022/62.7315.7522.3115.615.167.40.93-
2022/52.361.93-13.5512.8713.757.470.92-
2022/42.31-17.27-4.9710.5122.427.310.94-
2022/32.827.2928.858.233.258.20.84-
2022/22.2-31.4916.175.435.668.350.82-
2022/13.218.8153.263.2153.269.40.73國外市場須求增加
2021/122.95-9.2724.5731.4937.299.460.79-
2021/113.25-0.6351.2528.5438.759.420.79國外市場需求增加
2021/103.2712.5518.3425.2937.298.590.87-
2021/92.920.2334.5922.0240.638.480.88-
2021/82.42-23.4421.6519.1241.67.80.96-
2021/73.1641.3952.5716.745.048.120.92國外客戶需求增加
2021/62.23-18.1836.1913.5543.397.390.86-
2021/52.7312.0562.3211.3244.97.330.86國外市場需求增加
2021/42.4312.1654.338.5940.136.50.98國外市場需求增加
2021/32.1714.7714.426.1535.26.150.94-
2021/21.89-9.6386.773.9850.056.350.91國外市場須求增加
2021/12.09-11.5427.412.0927.416.610.87-
2020/122.3710.1534.5222.944.447.280.72-
2020/112.15-22.2534.4620.571.837.070.74-
2020/102.7628.072.2518.42-0.976.910.76國外市場須求增加
2020/92.168.6715.5215.66-7.876.210.89-
2020/81.99-3.9868.7213.5-10.765.690.97國外市場需求增加
2020/72.0726.2113.2111.52-17.475.391.02-
2020/61.64-2.48-15.419.45-22.094.90.97-
2020/51.686.53-10.937.81-23.365.150.92-
2020/41.58-16.83-16.296.13-26.184.491.06-
2020/31.987.34-10.684.55-29.094.550.99-
2020/21.01-38.35-28.982.65-38.194.411.02-
2020/11.64-6.6-42.761.64-42.760.0N/A-
2019/121.7610.127.8721.96-15.440.0N/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)650.00.96-83.890.93-45.2915.33-38.6811.27-4.975.22-29.744.11-73.80.8-56.990.87-81.680.63-83.93
2022 (9)650.05.96341.481.70-46.8825.0-20.4611.8610.947.430.4115.69458.361.86-19.834.75268.223.92345.45
2021 (8)650.01.3503.2061.6231.4337.0710.6912.767.4037.552.8102.3288.621.2900.880
2020 (7)650.0-0.2801.987.0322.934.429.48-13.035.38-12.66-0.8101.23-8.89-0.150-0.190
2019 (6)650.01.07-78.731.85-61.721.96-15.3410.9012.496.1636.593.18-75.11.3515.380.95-39.870.7-78.85
2018 (5)650.05.03333.624.8338.025.94-7.369.69-24.244.51-48.9812.77367.771.17-52.631.5839.823.31335.53
2017 (4)650.01.16-60.543.50-15.0528.0-5.7612.79-12.768.84-17.462.73-58.02.47-22.331.13-57.360.76-60.62
2016 (3)650.02.94-13.534.1229.5629.717.7614.662.0210.7119.276.50-19.753.1828.232.65-5.361.93-13.45
2015 (2)650.03.4069.153.18107.8427.5710.114.3738.448.9871.78.1054.292.4889.312.864.712.2370.23
2014 (1)650.02.0145.651.5341.6725.0428.1510.3805.2305.2501.3152.331.753.151.3145.56

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