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)1696.296.96-0.11-139.29-191.67-0.02-111.76-300.00.30-30.23-33.338.93-4.3917.977.40-33.27-18.59-0.09-102.19-117.65-2.21-149.89-206.76-0.01-102.63-125.0-0.19-142.22-200.0-1.74-129.64-163.74-2.21-149.89-206.7615.68-26.31844.12
24Q2 (19)1590.630.630.2886.6786.670.171800.0241.670.43186.6730.39.3435.7638.3711.094.8277.724.111517.24219.484.4371.7148.660.382000.0265.220.4595.6595.655.8781.7398.984.4371.7148.6616.27114.77933.34
24Q1 (18)1580.00.00.15142.86-16.67-0.0166.67-200.00.1566.67-16.676.88-3.230.5810.5851.7910.67-0.2980.79-147.542.58130.79-32.28-0.0281.82-150.00.23141.07-17.863.23137.51-28.222.58130.79-32.28-4.66-124.41-166.66
23Q4 (17)1580.03.95-0.35-391.67-191.67-0.03-400.072.730.09-80.0-72.737.11-6.08-15.056.97-23.3216.95-1.51-396.0842.15-8.38-504.83-224.81-0.11-375.050.0-0.56-394.74-211.11-8.61-415.38-240.32-8.38-504.83-224.813.04-205.84-145.84
23Q3 (16)1580.00.00.12-20.0140.00.01108.33103.330.4536.360.07.5712.15-5.739.0945.67211.30.51114.83109.142.07-30.54172.370.04117.39108.890.19-17.39137.52.73-7.4670.622.07-30.54172.375.42-18.34-595.84
23Q2 (15)1580.06.040.15-16.67-28.57-0.12-1300.0-1300.00.3383.33-19.516.75-1.32-32.776.24-34.73-32.17-3.44-663.93-509.522.98-21.782.76-0.23-675.0-387.50.23-17.86-25.812.95-34.44-20.72.98-21.782.76-9.80116.66-595.46
23Q1 (14)1583.959.720.18250.0-10.00.01109.09-80.00.18-45.45-10.06.84-18.28-27.089.5660.44.030.61123.37-63.693.81247.6731.830.04118.18-75.00.28255.56-3.454.50277.8718.733.81247.6731.83-7.03-45.0086.21
22Q4 (13)152-3.85.56-0.12-340.0-157.14-0.1163.33-150.00.33-26.67-77.248.374.23-23.215.96104.11-43.45-2.6153.23-171.12-2.58-439.47-193.14-0.2251.11-155.0-0.18-325.0-160.0-2.53-258.12-182.95-2.58-439.47-193.14-7.89-208.09-1518.34
22Q3 (12)1586.049.720.05-76.19-84.85-0.30-3100.0-207.140.459.76-63.718.03-20.02-33.142.92-68.26-73.55-5.58-764.29-209.630.76-73.79-80.05-0.45-662.5-173.770.08-74.19-82.981.60-56.99-68.250.76-73.79-80.05-6.49-35.59-1590.00
22Q2 (11)1493.473.470.215.0-53.330.01-80.0-97.780.41105.0-55.4310.047.04-22.539.200.11-27.330.84-50.0-88.122.900.35-41.180.08-50.0-91.30.316.9-52.313.72-1.85-40.02.900.35-41.18-3.450.12-78.63
22Q1 (10)1440.00.00.20-4.76-56.520.05-77.27-86.490.20-86.21-56.529.38-13.94-9.29.19-12.81-34.261.68-54.22-77.362.894.33-54.70.16-60.0-79.220.29-3.33-56.723.7924.26-51.292.894.33-54.7-11.59-20.56-49.35
21Q4 (9)1440.00.00.21-36.3650.00.22-21.4315.791.4516.9442.1610.9-9.2420.9810.54-4.53-13.463.67-27.9-25.412.77-27.324.220.4-34.43-9.090.3-36.1750.03.05-39.48-14.082.77-27.324.22-8.29-31.52-29.61
21Q3 (8)1440.00.00.33-26.67-21.430.28-37.78-31.711.2434.7840.9112.01-7.3351.8311.04-12.8-34.795.09-28.01-47.423.81-22.72-49.60.61-33.7-20.780.47-27.69-21.675.04-18.71-41.333.81-22.72-49.69.07-14.42-8.08
21Q2 (7)1440.0-2.040.45-2.1795.650.4521.62164.710.92100.0100.012.9625.4697.5612.66-9.44-11.347.07-4.7231.174.93-22.73-4.090.9219.48162.860.65-2.9991.186.20-20.31-0.964.93-22.73-4.0920.05113.2058.18
21Q1 (6)1440.00.00.46228.57100.00.3794.7494.740.46-54.9100.010.3314.6562.4213.9814.78-4.127.4250.8127.496.38186.124.370.7775.0108.110.67235.0103.037.78119.1530.766.38186.124.3714.2880.9520.54
20Q4 (5)1440.00.00.14-66.6755.560.19-53.660.01.0215.9164.529.0113.9114.7812.18-28.06-13.924.92-49.17-25.02.23-70.529.650.44-42.86-13.730.2-66.6753.853.55-58.67-13.632.23-70.529.65--0.00
20Q3 (4)144-2.040.00.4282.610.00.41141.180.00.8891.30.07.9120.580.016.9318.560.09.6879.590.07.5647.080.00.77120.00.00.676.470.08.5937.220.07.5647.080.0--0.00
20Q2 (3)1472.080.00.230.00.00.17-10.530.00.46100.00.06.563.140.014.28-2.060.05.39-7.390.05.140.190.00.35-5.410.00.343.030.06.265.210.05.140.190.0--0.00
20Q1 (2)1440.00.00.23155.560.00.190.00.00.23-62.90.06.36-18.980.014.583.040.05.82-11.280.05.13198.260.00.37-27.450.00.33153.850.05.9544.770.05.13198.260.0--0.00
19Q4 (1)1440.00.00.090.00.00.190.00.00.620.00.07.850.00.014.150.00.06.560.00.01.720.00.00.510.00.00.130.00.04.110.00.01.720.00.0--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)
2024/113.136.931.7931.220.728.94N/A-
2024/102.921.0726.3928.0819.68.73N/A-
2024/92.89-0.8312.8425.1518.868.930.42-
2024/82.92-6.6414.4922.2619.699.370.4-
2024/73.12-6.1227.0319.3420.519.50.4-
2024/63.339.1437.716.2219.339.340.36-
2024/53.052.8538.8912.8915.368.650.39-
2024/42.9612.5438.679.849.617.210.46-
2024/32.6363.93-2.756.880.526.880.48-
2024/21.61-38.98-38.494.242.676.670.49-
2024/12.638.6573.552.6373.557.430.44因去年1月適逢春節假期,故本期工作天數較多所致。
2023/122.422.21-14.5428.27-21.037.110.43-
2023/112.372.51-13.3225.85-21.597.250.42-
2023/102.31-9.75-17.0223.48-22.347.420.41-
2023/92.560.61-7.1721.16-22.887.570.44-
2023/82.553.572.6618.6-24.647.420.45-
2023/72.461.76-11.816.05-27.77.070.48-
2023/62.4210.08-20.1413.59-29.986.750.49-
2023/52.22.69-35.5911.17-31.87.040.47-
2023/42.14-21.07-40.68.98-30.87.460.45-
2023/32.713.67-31.66.84-27.046.840.51-
2023/22.6172.172.884.13-23.716.970.5-
2023/11.52-46.49-47.21.52-47.27.090.49-
2022/122.843.66-22.0135.8-22.498.360.42-
2022/112.74-1.85-21.2732.97-22.538.290.43-
2022/102.790.95-26.130.23-22.658.030.44-
2022/92.7611.28-25.527.44-22.288.030.49-
2022/82.48-11.01-36.9824.68-21.98.30.48-
2022/72.79-7.86-36.2222.2-19.759.230.43-
2022/63.03-11.21-33.7719.41-16.6610.040.43-
2022/53.41-5.28-13.216.38-12.4810.970.4-
2022/43.6-9.12-19.2712.97-12.2910.10.43-
2022/33.9655.95-9.79.38-9.289.380.44-
2022/22.54-11.6414.415.41-8.979.050.45-
2022/12.87-20.96-22.92.87-22.99.990.41-
2021/123.644.648.3846.254.7810.890.36因銅價持續上漲所致
2021/113.48-7.8720.6942.5660.6510.960.36因銅價持續上漲所致
2021/103.771.7635.6639.0865.5311.420.34因銅價持續上漲所致
2021/93.71-5.8726.0735.3169.5212.020.38因銅價持續上漲,客戶需求也增加所致。
2021/83.94-9.9350.4831.676.6612.880.36因銅價持續上漲,客戶需求也增加所致。
2021/74.37-4.3185.9127.6781.1512.870.36因銅價持續上漲,客戶需求也增加所致。
2021/64.5716.35118.0723.2980.2812.960.31因銅價持續上漲,客戶需求也增加所致。
2021/53.93-11.91106.3418.7272.9612.770.31因銅價持續上漲,客戶需求也增加所致。
2021/44.461.6673.9414.7965.8411.070.36因銅價持續上漲,客戶需求也增加所致。
2021/34.3997.661.2310.3362.5710.330.35因本期銅價持續上漲,客戶需求也增加所致。
2021/22.22-40.4632.455.9563.579.30.39因本期銅價持續上漲,客戶需求也增加所致。
2021/13.7311.1190.183.7390.189.960.36因本期銅價較去年同期上漲,且去年1月適逢春節假期,而本期工作天數較多所致。
2020/123.3616.5324.8529.852.599.020.34-
2020/112.883.547.0226.490.338.60.36-
2020/102.78-5.4211.9423.61-0.428.340.37-
2020/92.9412.3523.4320.83-1.877.910.34-
2020/82.6211.2711.0917.89-5.077.060.38-
2020/72.3512.23-1.5215.27-7.386.350.43-
2020/62.110.09-11.1712.92-8.376.560.41-
2020/51.9-25.74-22.810.82-7.817.190.38-
2020/42.56-5.76-0.818.92-3.826.960.39-
2020/32.7262.338.286.36-4.996.360.52-
2020/21.68-14.51-3.093.64-12.976.320.52-
2020/11.96-27.05-19.951.96-19.950.0N/A-
2019/122.69-0.1-3.5229.09-19.520.0N/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)1583.950.09-72.73-0.12028.27-21.067.9913.66-0.9200.08-92.98-0.2600.1-84.620.15-70.59
2022 (9)1525.560.33-77.24-0.33035.81-22.497.03-41.56-1.1901.14-74.44-0.4300.65-74.510.51-75.71
2021 (8)1440.01.4542.161.3340.046.254.8312.03-16.525.83-10.034.46-8.982.6939.382.5542.462.142.86
2020 (7)1440.01.0264.520.95206.4529.842.5814.4120.696.48101.874.9060.131.93107.531.7938.761.4765.17
2019 (6)1440.00.62-58.670.31-65.1729.09-19.5111.94-9.953.21-40.673.06-48.910.93-52.551.29-50.950.89-58.99
2018 (5)1440.71.5085.190.89-19.0936.147.8813.26-9.125.41-21.715.9973.121.96-15.522.6363.352.1787.07
2017 (4)1430.00.8135.01.1086.4433.524.5414.597.126.9147.023.467.452.3284.131.6141.231.1633.33
2016 (3)143-0.690.6053.850.59353.8526.9-7.1813.6250.334.70422.223.2265.981.26384.621.1490.00.8755.36
2015 (2)1440.00.3911.430.13-48.028.98-19.729.067.860.90-52.631.9443.70.26-62.320.6-21.050.5612.0
2014 (1)1440.00.35191.670.25150.036.1-5.48.4001.9001.3500.69137.930.76162.070.5194.12

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