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)1440.716.131.52-34.48-25.121.700.5929.775.5737.5349.7324.69-2.57-1.8729.20-4.5816.815.29-11.3120.689.19-32.72-9.463.78-13.518.52.18-34.34-13.4914.22-31.44-6.329.19-32.72-9.467.73-0.1929.27
24Q2 (19)1431.4215.322.3234.168.121.6957.94838.894.05134.1141.0725.3418.0317.2130.604.6556.4417.2424.75199.3113.6616.3573.574.3747.14252.423.3236.0794.1520.7415.0366.3213.6616.3573.576.5026.3027.61
24Q1 (18)14112.813.711.7318.49476.671.07-2.73282.141.73-66.21476.6721.47-5.0417.3229.2414.9872.213.825.5519.7311.7443.17709.662.970.34624.392.4433.33559.4618.0326.97766.8311.7443.17709.66-7.59-4.79-9.38
23Q4 (17)1250.810.811.46-28.08534.781.10-16.03124.495.1237.6370.6722.61-10.1426.8125.431.7226.6413.103.39179.918.20-19.21403.072.96-7.21252.381.83-27.38553.5714.20-6.46504.268.20-19.21403.073.129.51305.88
23Q3 (16)1240.00.02.0347.154.961.31627.78827.783.72121.4334.325.1616.372.3625.0027.8151.7912.67119.97441.4510.1528.9749.053.19157.26459.652.5247.3756.5215.1821.7352.7210.1528.9749.0517.26203.55296.03
23Q2 (15)1240.00.01.38360.013.110.18-35.71-41.941.68460.014.2921.6218.14-22.8719.5615.1911.145.76158.36.677.87442.7644.41.24202.44-17.881.71362.1613.2512.47499.5235.547.87442.7644.410.39195.22-39.28
23Q1 (14)1240.00.00.3030.4320.00.28-42.86115.380.30-90.020.018.32.64-33.8216.98-15.4427.962.23-52.3519.891.45-11.0440.780.41-51.19-19.610.3732.1419.352.08-11.49-9.571.45-11.0440.78-12.41-26.00164.68
22Q4 (13)1240.00.00.23-82.449.520.49372.22-7.553.008.347.7817.83-27.46-35.1620.0821.9238.24.68100.067.741.63-76.0698.780.8447.379.090.28-82.617.692.35-76.36144.791.63-76.0698.78-19.89-37.53107.08
22Q3 (12)1240.00.01.317.38118.33-0.18-158.06-158.062.7788.4452.224.58-12.31-6.416.47-6.427.372.34-56.67-34.086.8124.95151.290.57-62.25-38.711.616.62114.679.948.04110.156.8124.95151.29-5.47197.69-9.80
22Q2 (11)1240.00.01.22388.0510.00.31138.46-11.431.47488.020.4928.031.3711.0117.6032.6333.745.40190.32134.785.45429.13526.441.51196.08160.341.51387.1504.09.20300.0618.755.45429.13526.440.96203.5331.50
22Q1 (10)1240.00.00.2519.05-75.490.13-75.47-79.370.25-87.68-75.4927.650.5520.5313.27-8.67-34.761.86-33.33-74.341.0325.61-81.10.51-33.77-69.280.3119.23-75.42.30139.58-73.831.0325.61-81.12.63-22.98-2.25
21Q4 (9)1240.00.00.21-65.0-87.430.5370.97-68.262.0311.54-74.0127.54.722.8814.53-5.28-41.62.79-21.41-78.640.82-69.74-89.530.77-17.2-77.940.26-65.33-87.440.96-79.7-91.860.82-69.74-89.534.3667.5029.77
21Q3 (8)1240.00.00.60200.0-71.560.31-11.43-86.11.8249.18-70.3126.264.01.3915.3416.57-42.073.5554.35-79.812.71211.49-72.950.9360.34-79.560.75200.0-71.374.73269.53-69.112.71211.49-72.957.0459.80-27.93
21Q2 (7)1240.00.00.20-80.39-93.220.35-44.44-83.871.2219.61-69.6525.2510.07-5.7813.16-35.3-53.742.30-68.28-87.840.87-84.04-93.70.58-65.06-88.560.25-80.16-93.151.28-85.44-93.870.87-84.04-93.7-2.05-59.66-53.36
21Q1 (6)1240.00.01.02-38.92-4.670.63-62.28-28.411.02-86.94-4.6722.94-14.1833.2920.34-18.25-18.157.25-44.49-43.45.45-30.4-30.931.66-52.44-24.551.26-39.13-5.268.79-25.51-33.115.45-30.4-30.93-5.49-29.89-43.70
20Q4 (5)1240.00.01.67-20.85-12.571.67-25.11-4.027.8127.412.6326.733.219.0124.88-6.04-13.0413.06-25.71-24.387.83-21.86-25.853.49-23.3-10.052.07-20.99-12.2911.80-22.93-29.137.83-21.86-25.85--0.00
20Q3 (4)1240.00.02.11-28.470.02.232.760.06.1352.490.025.9-3.360.026.48-6.920.017.58-7.080.010.02-27.440.04.55-10.260.02.62-28.220.015.31-26.680.010.02-27.440.0--0.00
20Q2 (3)1240.00.02.95175.70.02.17146.590.04.02275.70.026.855.720.028.4514.490.018.9247.70.013.8175.030.05.07130.450.03.65174.440.020.8858.90.013.8175.030.0--0.00
20Q1 (2)1240.00.01.07-43.980.00.88-49.430.01.07-85.940.017.21-23.370.024.85-13.140.012.81-25.830.07.89-25.280.02.2-43.30.01.33-43.640.013.14-21.080.07.89-25.280.0--0.00
19Q4 (1)1240.00.01.910.00.01.740.00.07.610.00.022.460.00.028.610.00.017.270.00.010.560.00.03.880.00.02.360.00.016.650.00.010.560.00.0--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)
2024/117.3111.47-2.2585.365.8521.26N/A-
2024/106.56-11.22-18.7878.056.6722.07N/A-
2024/97.39-9.02-16.6571.499.8424.690.29-
2024/88.12-11.44-8.1164.114.0125.070.29-
2024/79.1717.923.0655.9818.1426.160.27-
2024/67.78-15.547.246.817.2325.340.28-
2024/59.2110.3120.4939.0319.4625.890.27-
2024/48.350.1724.2229.8119.1422.110.32-
2024/38.3353.6112.0421.4717.2721.470.33-
2024/25.43-29.58-7.0913.1320.8520.180.35-
2024/17.79.3253.347.753.3422.230.32營收收入較去年同期增加,主要係因去年同期適逢農曆新年工作天數少,本期廠區工作天數增加所致。
2023/127.05-5.7933.2187.69-10.5922.610.32-
2023/117.48-7.3814.7880.65-13.0924.430.3-
2023/108.08-8.8934.0273.16-15.225.790.28-
2023/98.870.2919.6665.09-18.925.160.31-
2023/88.8418.617.3156.22-22.8223.550.33-
2023/77.452.71-22.5847.38-27.4522.350.35-
2023/67.26-5.07-32.339.92-28.2921.620.34-
2023/57.6413.73-20.5532.67-27.3421.80.34-
2023/46.72-9.64-12.4125.02-29.1820.00.37-
2023/37.4427.36-31.8818.3-33.8418.30.44-
2023/25.8416.23-20.6910.86-35.1116.160.5-
2023/15.02-5.02-46.445.02-46.4416.830.48-
2022/125.29-18.83-49.4498.09-3.7717.840.51-
2022/116.528.13-28.2792.81.4519.950.46-
2022/106.03-18.65-24.1986.284.7220.970.43-
2022/97.41-1.66-13.6480.257.8124.570.37-
2022/87.54-21.72-19.272.8410.6127.880.32-
2022/79.63-10.1815.3265.3115.5329.970.3-
2022/610.7211.429.7755.6815.5728.020.38-
2022/59.6225.3816.5444.9612.6328.220.38-
2022/47.67-29.72-12.1335.3411.6125.960.41-
2022/310.9248.2920.627.6720.6627.670.49-
2022/27.36-21.544.9816.7520.727.210.5-
2022/19.38-10.366.689.386.6828.930.47-
2021/1210.4715.1612.6101.945.527.50.47-
2021/119.0914.294.4491.474.7425.620.5-
2021/107.95-7.33-8.8382.384.7725.860.5-
2021/98.58-8.0-11.8874.436.4726.260.43-
2021/89.3311.7210.7865.859.4425.940.44-
2021/78.351.067.9956.539.2324.860.46-
2021/68.260.042.1748.189.4425.250.44-
2021/58.26-5.46-4.6739.9211.0826.040.43-
2021/48.73-3.54-13.6831.6616.0822.870.49-
2021/39.0578.271.6622.9333.6522.930.55-
2021/25.08-42.2493.4213.8768.1923.170.54營業收入較去年同期增加,主要係因本期客戶需求提升,且去年同期遇新冠肺炎,廠區工作天數較少所致。
2021/18.79-5.3856.418.7956.4126.790.47營業收入較去年同期增加,主要係因本期客戶需求提升,去年同期遇春節假期、又因新冠肺炎影響所致。
2020/129.296.8219.9496.6212.4826.720.36-
2020/118.7-0.2318.6187.3311.7427.160.36-
2020/108.72-10.4415.9978.6311.0326.880.36-
2020/99.7415.6629.0969.9110.4425.890.29-
2020/88.428.9212.9360.177.9224.230.31-
2020/77.73-4.388.5751.757.1424.480.31-
2020/68.08-6.6510.5244.026.926.860.28-
2020/58.66-14.428.8235.936.1127.690.27-
2020/410.1213.6142.5827.270.4921.650.35-
2020/38.91239.1722.5217.15-14.417.150.43-
2020/22.63-53.29-46.648.25-35.4216.00.46-
2020/15.62-27.44-28.395.62-28.390.0N/A-
2019/127.755.649.8385.9-2.480.0N/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)1250.815.0388.392.86286.4987.7-10.5922.1033.538.90154.297.2788.837.8126.7410.166.396.4273.05
2022 (9)1240.02.6732.180.74-59.3498.09-3.7916.555.353.50-9.563.8563.143.44-12.696.0757.663.7147.22
2021 (8)1240.02.02-73.871.82-73.78101.955.5115.71-40.243.87-75.582.36-76.613.94-74.283.85-74.32.52-73.91
2020 (7)1240.07.732.386.9429.096.6312.626.29-0.3815.856.4510.09-8.1115.3219.8714.983.679.662.55
2019 (6)124-17.887.5529.735.3815.285.82-2.5826.3914.2914.8914.3610.988.7112.7811.4214.455.789.425.84
2018 (5)151-6.215.8210.654.67-23.6988.09-0.723.09-0.2613.02-6.4710.103.0611.47-7.0513.6611.788.92.42
2017 (4)1617.335.26-5.236.1221.1988.71-2.9223.15-2.3613.927.579.80-1.5112.344.412.22-10.418.69-4.4
2016 (3)1500.05.5513.55.0516.0991.38-3.4723.715.6112.9414.319.9519.1611.8210.2613.6410.369.0914.92
2015 (2)1500.04.89-13.144.35-22.8794.66-5.9322.45-1.7111.32-5.038.35-1.8810.72-10.6712.36-0.647.91-7.59
2014 (1)1501.355.6330.025.6423.41100.6310.9222.84011.9208.51012.021.2112.4426.178.5630.69

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