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)7826.398.460.33-73.622.220.4178.2670.831.8416.46-47.8879.143.919.2813.948.579.167.2124.118.24.68-65.02-0.215.7128.8940.992.58-71.830.966.43-58.352.724.68-65.02-0.218.8097.0218.62
24Q2 (19)7350.686.521.25267.6581.160.23-41.0335.291.58364.71-52.1276.1713.721.6412.841.664.95.81-16.411.0913.38171.451.874.43-4.7335.069.15273.4791.8215.44155.6343.4913.38171.451.873.06124.30-26.20
24Q1 (18)7303.47.830.34-19.05-87.170.39-11.36387.50.34-91.3-87.1766.99-7.576.4712.63-17.675.876.95-5.3159.774.93-9.71-83.424.65-12.5969.712.45-17.51-86.336.04-10.25-81.034.93-9.71-83.420.8318.2635.98
23Q4 (17)706-2.084.280.4255.56-28.810.4483.33144.443.9110.76215.3272.489.2412.4415.3420.1359.797.3420.3392.155.4616.42-25.15.3231.36116.262.9750.76-25.06.737.51-14.165.4616.42-25.17.60-2.6562.25
23Q3 (16)7214.496.50.27-60.87-35.710.2441.181300.03.536.97434.8566.355.960.9112.774.33127.636.1016.63609.34.69-46.77-8.224.0523.48610.531.97-58.7-31.366.26-41.8214.034.69-46.77-8.222.74-67.4176.84
23Q2 (15)6901.928.150.69-73.96727.270.17112.5-5.563.3024.531220.062.62-0.48-10.912.242.659.385.2320.2374.928.81-70.382691.183.2819.7156.194.77-73.38753.4210.76-66.2127000.08.81-70.382691.18-1.44137.5928.47
23Q1 (14)6770.06.112.65349.15636.110.08-55.56-70.372.65113.71636.1162.92-2.39-6.0911.9324.2723.124.3513.87-12.6529.74307.96606.412.7411.38-17.7217.92352.53672.4131.84306.12507.6329.74307.96606.41-2.17194.81472.22
22Q4 (13)6770.010.620.5940.48-40.40.181000.0-25.01.2487.88-46.0964.46-1.96-12.769.6071.12-10.363.82344.19-26.117.2942.66-21.192.46331.58-35.63.9637.98-34.337.8442.81-27.547.2942.66-21.19-4.21261.15444.44
22Q3 (12)6776.1111.170.42481.822000.0-0.02-111.11-108.70.66164.0-50.065.75-6.45-4.525.61-26.95-34.150.86-71.24-78.975.111602.94443.620.57-72.86-79.722.87493.153088.895.4913825.0243.125.111602.94443.62-0.77175.63-72.22
22Q2 (11)6380.08.5-0.11-130.56-118.030.18-33.33-52.630.25-30.56-81.4870.284.9-2.017.68-20.74-31.492.99-39.96-55.44-0.34-108.08-105.562.1-36.94-56.34-0.73-131.47-120.22-0.04-100.76-100.53-0.34-108.08-105.56-2.21-97.10-10.41
22Q1 (10)6384.258.50.36-63.64-51.350.2712.5-15.620.36-84.35-51.3567.0-9.3211.449.69-9.52-6.14.98-3.68-17.414.21-54.49-45.963.33-12.83-8.262.32-61.53-46.675.24-51.57-42.424.21-54.49-45.96-1.012393.188.43
21Q4 (9)6120.494.790.994850.0153.850.244.35380.02.3074.2458.6273.897.335.510.7125.7-4.295.1726.4152.069.25884.0466.373.8235.94106.496.036600.0166.8110.82576.2557.969.25884.0466.371.652376.64-17.56
21Q3 (8)6093.574.640.02-96.72-93.10.23-39.4791.671.32-2.2223.3668.86-3.9947.338.52-24.0-12.974.09-39.052.510.94-84.62-79.252.81-41.5850.270.09-97.51-94.581.60-78.92-71.220.94-84.62-79.257.65-57.14-10.36
21Q2 (7)5880.00.860.61-17.5710.910.3818.753900.01.3582.4373.0871.7219.2970.0711.218.6274.076.7111.281358.76.11-21.57-24.384.8132.512431.583.61-17.0113.527.59-16.59-7.336.11-21.57-24.3814.7736.08279.38
21Q1 (6)5880.680.170.7489.74208.330.32540.0500.00.74-48.97208.3360.1210.2551.9310.32-7.7756.136.0377.35541.497.7940.1173.113.6396.22881.084.3592.48210.719.1032.8550.177.7940.1173.1113.4662.11240.84
20Q4 (5)5840.34-0.680.3934.4830.00.05-58.33183.331.4535.5168.654.5316.6719.0911.1914.363.363.40-14.79794.745.5622.7414.641.85-1.07988.242.2636.1429.896.8523.231.735.5622.7414.64--0.00
20Q3 (4)582-0.170.00.29-47.270.00.121300.00.01.0737.180.046.7410.840.09.7952.020.03.99767.390.04.53-43.940.01.87884.210.01.66-47.80.05.56-32.110.04.53-43.940.0--0.00
20Q2 (3)583-0.680.00.55129.170.0-0.0187.50.00.78225.00.042.176.570.06.44-2.570.00.46-51.060.08.0879.560.00.19-48.650.03.18127.140.08.1935.150.08.0879.560.0--0.00
20Q1 (2)587-0.170.00.24-20.00.0-0.08-33.330.00.24-72.090.039.57-13.580.06.61-3.50.00.94147.370.04.50-7.220.00.37117.650.01.4-19.540.06.0616.540.04.50-7.220.0--0.00
19Q4 (1)5880.00.00.300.00.0-0.060.00.00.860.00.045.790.00.06.850.00.00.380.00.04.850.00.00.170.00.01.740.00.05.200.00.04.850.00.0--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)
2024/1025.023.5517.51246.6715.1176.32N/A-
2024/924.16-10.9711.1221.6514.8478.180.87-
2024/827.140.9515.62197.4915.3279.240.86-
2024/726.886.626.71170.3515.2778.160.87-
2024/625.22-3.2118.08143.4713.3576.050.84-
2024/526.065.1924.2118.2512.3975.370.85-
2024/424.770.9316.2492.199.4568.860.93-
2024/324.5425.53-5.2667.426.267.420.84-
2024/219.55-16.2-4.042.8814.170.50.81-
2024/123.33-15.5335.5323.3335.5374.150.77-
2023/1227.6219.0625.4265.11-1.2872.110.82-
2023/1123.28.963.69237.48-3.6666.230.89-
2023/1021.29-2.090.81214.29-4.466.510.89-
2023/921.75-7.35-0.08193.0-5.0866.430.94-
2023/823.4710.632.52171.25-5.6866.050.94-
2023/721.22-0.65-0.8147.78-6.8663.550.98-
2023/621.361.79-5.63126.56-8.1563.651.08-
2023/520.98-1.54-12.95105.2-8.6568.191.01-
2023/421.31-17.73-11.4484.23-7.5167.581.02-
2023/325.927.2-2.1563.48-5.8563.480.87-
2023/220.3618.313.1337.58-8.2459.60.92-
2023/117.21-21.85-25.017.21-25.061.610.89-
2022/1222.03-1.54-12.43268.55-2.065.520.89-
2022/1122.375.94-11.99246.52-0.9465.250.89-
2022/1021.12-2.97-7.23224.150.3165.780.88-
2022/921.76-4.94-8.31203.330.9466.050.84-
2022/822.897.042.26181.572.1866.910.83-
2022/721.39-5.49-8.87158.672.1668.120.81-
2022/622.63-6.1-17.95137.84.070.80.79-
2022/524.10.151.53115.179.7874.640.75-
2022/424.07-9.114.3191.0711.2468.540.81-
2022/326.4747.089.8367.4310.8867.430.7-
2022/218.0-21.5817.2940.9511.5766.110.72-
2022/122.95-8.747.4622.957.4673.530.65-
2021/1225.15-1.0422.36274.0349.6973.340.64-
2021/1125.4211.6637.33248.8853.1471.920.65係因銅價上漲所致
2021/1022.76-4.146.64223.4655.1768.890.68係因銅價上漲所致
2021/923.746.0346.42201.4355.6969.60.73係因銅價上漲所致
2021/822.39-4.6146.43177.6957.0273.440.69係因銅價上漲所致
2021/723.47-14.9145.41155.3158.6774.790.68係因銅價上漲所致
2021/627.5816.286.59132.4958.3272.380.56營收增加主係因銅價上漲及售電收入增加所致
2021/523.7412.7562.98104.9152.2568.890.59係因銅價上漲所致
2021/421.05-12.6542.5681.8650.6560.50.67係因銅價上漲所致
2021/324.157.0742.2860.8153.6760.810.57係因銅價上漲所致
2021/215.35-28.1544.8936.762.1957.260.6因本期銅價較去年同期漲幅逾11%及售電收入較去年同期成長42%
2021/121.363.977.4121.3677.4160.420.57因本期銅價較去年同期漲幅逾12% ,且去年1月適逢春節假期,較去年同期工作天數較多所致。
2020/1220.5611.0523.22183.060.3554.590.58-
2020/1118.5119.2218.89162.51-1.9450.250.63-
2020/1015.52-4.247.58144.0-4.147.020.67-
2020/916.216.043.79129.38-4.6647.640.75-
2020/815.29-5.274.37113.17-5.7646.210.77-
2020/716.149.181.7797.88-7.1745.490.78-
2020/614.781.49-1.5583.68-6.9844.110.7-
2020/514.56-1.36-4.5368.9-8.0746.270.67-
2020/414.77-12.83-6.7954.34-8.9742.30.74-
2020/316.9459.95-3.0939.57-10.439.570.79-
2020/210.59-12.03-4.3422.63-15.1939.310.79-
2020/112.04-27.83-22.8812.04-22.8844.290.71-
2019/1216.687.1513.8182.42-1.930.0N/A-
2019/1115.577.87-0.98165.74-3.270.0N/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)7064.283.91231.360.9253.33264.36-1.1713.1561.555.8284.1811.84197.4915.3881.835.8194.6527.62228.42
2022 (9)67710.621.18-48.470.60-48.72267.49-2.588.14-20.23.16-42.443.98-33.898.46-43.8612.15-39.258.41-40.31
2021 (8)6124.792.2957.931.171362.5274.5850.0410.2016.575.49134.626.026.5515.07252.120.064.0714.0965.76
2020 (7)584-0.681.4568.60.08-27.27183.010.828.7521.72.3438.465.6575.474.2839.8712.1967.458.568.32
2019 (6)5883.70.863.610.11-31.25181.53-2.287.194.351.69-8.153.224.553.06-10.537.285.355.057.22
2018 (5)5671.250.830.00.16-72.41185.7710.956.89-25.591.84-54.93.08-15.853.42-49.936.91-0.864.710.86
2017 (4)5600.00.831560.00.58383.33167.4317.359.2628.434.08172.03.66446.276.83217.676.97370.954.671567.86
2016 (3)5600.00.0500.120142.68-6.077.21131.091.5000.6702.1501.4800.280
2015 (2)560-1.06-0.970-0.460151.9-5.153.12-21.8-2.640-3.660-4.010-5.850-5.420
2014 (1)5660.00.04-84.0-0.360160.15-5.263.990-1.4800.360-2.3600.67-55.330.2-86.01

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。