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)2000.00.00.46-6.12-39.470.4817.07-21.311.4744.12-1.348.394.35-8.939.75-8.35-7.3212.809.22-23.588.50-18.74-44.441.0713.83-30.520.92-7.07-39.4712.28-12.29-38.548.50-18.74-44.441.62-5.9515.48
24Q2 (19)2000.00.00.49-5.77157.890.4113.8995.241.0296.1539.738.04-1.11-6.443.375.8652.8711.727.72306.9410.46-1.131391.360.946.82276.00.99-4.81167.5714.00-5.34495.7410.46-1.131391.362.652547.11156.94
24Q1 (18)2000.00.00.525100.0-3.70.36300.0-30.770.52-65.33-3.78.136.41-6.0140.978.017.710.881454.29-27.0310.58473.85-12.780.881660.0-31.781.043366.67-3.714.791342.86-4.4610.58473.85-12.78-5.322500.66107.38
23Q4 (17)2000.00.00.01-98.68-97.780.09-85.25-70.971.500.67-29.587.64-17.05-9.0537.93-11.561.250.70-95.82-93.72-2.83-118.5-122.130.05-96.75-94.680.03-98.03-96.7-1.19-105.96-108.13-2.83-118.5-122.13-4.92100.6652.61
23Q3 (16)2000.00.00.76300.0-6.170.61190.48-6.151.49104.11-11.319.217.22-5.6442.8951.189.1616.75481.6-3.7915.301988.89-8.661.54516.0-9.411.52310.81-6.7519.98750.21-3.9915.301988.89-8.663.26117.5965.43
23Q2 (15)2000.00.00.19-64.81-17.390.21-59.62-25.00.7335.19-16.098.59-0.69-1.7228.37-25.42-1.052.88-80.68-49.38-0.81-106.68-128.620.25-80.62-50.00.37-65.74-19.572.35-84.82-47.89-0.81-106.68-128.621.15-22.414.06
23Q1 (14)2000.00.00.5420.0-15.620.5267.7410.640.54-74.65-15.628.652.98-6.2838.041.557.1914.9133.724.6312.13-5.16-15.01.2937.23-2.271.0818.68-14.9615.485.74-13.3712.13-5.16-15.0-5.47-12.227.71
22Q4 (13)2000.00.00.45-44.447.140.31-52.31-20.512.1326.798.128.4-13.93-29.7137.46-4.6629.0811.15-35.9617.6212.79-23.6461.290.94-44.71-16.810.91-44.179.6414.64-29.6547.5812.79-23.6461.29-1.13103.8639.91
22Q3 (12)2000.00.00.81252.1762.00.65132.1420.371.6893.18.399.7611.67-13.1739.2937.0424.4117.41205.9837.6316.75491.8773.761.7240.019.721.63254.3561.3920.81361.4272.8416.75491.8773.763.1894.0545.85
22Q2 (11)2000.00.00.23-64.06-56.60.28-40.43-54.10.8735.94-17.148.74-5.31-11.3628.67-19.22-19.175.69-60.07-61.082.83-80.17-73.890.5-62.12-65.280.46-63.78-57.014.51-74.76-65.362.83-80.17-73.89-14.04-5.84-9.96
22Q1 (10)2000.00.00.6452.3825.490.4720.51-11.320.64-67.5125.499.23-22.7616.8435.4922.29-12.814.2550.32-13.014.2779.9510.451.3216.812.331.2753.0123.317.8780.1410.6514.2779.9510.45-8.2218.19-3.63
21Q4 (9)2000.00.00.42-16.0-31.150.39-27.78-30.361.9727.17.6511.956.3239.2829.02-8.11-31.469.48-25.06-48.397.93-17.74-49.431.13-20.42-28.480.83-17.82-31.49.92-17.61-49.17.93-17.74-49.4310.16-10.83-19.63
21Q3 (8)2000.00.00.50-5.664.170.54-11.4817.391.5547.6227.0511.2414.048.4831.58-10.97-24.6112.65-13.47-13.249.64-11.07-20.791.42-1.3929.091.01-5.615.2112.04-7.53-20.589.64-11.07-20.7919.41-0.871.80
21Q2 (7)2000.00.00.533.9229.270.6115.0948.781.05105.8841.899.8624.8124.6535.47-12.85-15.0614.62-10.7417.4310.84-16.14.431.4411.6346.941.073.8830.4913.02-19.385.0810.84-16.14.438.44-6.244.87
21Q1 (6)2000.00.00.51-16.3954.550.53-5.3632.50.51-72.1354.557.9-7.939.1240.70-3.87-0.7116.38-10.8322.5112.92-17.642.131.29-18.3532.991.03-14.8856.0616.15-17.1439.112.92-17.642.132.715.348.19
20Q4 (5)2000.00.00.6127.0864.860.5621.7440.01.8350.05.788.5813.3416.5842.341.071.3618.3725.9940.4415.6828.8454.791.5843.6464.581.2126.0461.3319.4928.5655.315.6828.8454.79--0.00
20Q3 (4)2000.00.00.4817.070.00.4612.20.01.2264.860.07.57-4.30.041.890.310.014.5817.110.012.1717.240.01.112.240.00.9617.070.015.1622.360.012.1717.240.0--0.00
20Q2 (3)2000.00.00.4124.240.00.412.50.00.74124.240.07.919.250.041.761.880.012.45-6.880.010.3814.190.00.981.030.00.8224.240.012.396.720.010.3814.190.0--0.00
20Q1 (2)2000.00.00.33-10.810.00.400.00.00.33-80.920.07.24-1.630.040.99-1.870.013.372.220.09.09-10.270.00.971.040.00.66-12.00.011.61-7.490.09.09-10.270.0--0.00
19Q4 (1)2000.00.00.370.00.00.400.00.01.730.00.07.360.00.041.770.00.013.080.00.010.130.00.00.960.00.00.750.00.012.550.00.010.130.00.0--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)
2024/112.51-5.697.9429.73-5.398.02N/A-
2024/102.66-6.540.4727.22-6.468.5N/A-
2024/92.85-4.55-14.424.56-7.158.390.43-
2024/82.9816.78-6.3721.71-6.118.280.43-
2024/72.56-6.83-5.0418.73-6.078.220.44-
2024/62.74-6.13-3.0716.17-6.238.040.48-
2024/52.9223.26-7.4513.43-6.858.080.48-
2024/42.37-14.97-9.0210.5-6.687.130.54-
2024/32.7941.74-5.218.13-5.978.130.47-
2024/21.97-41.74-21.465.34-6.377.960.48-
2024/13.3829.355.433.385.438.310.46-
2023/122.6112.23-3.4534.04-5.87.590.52-
2023/112.33-12.22-14.8931.43-5.998.30.48-
2023/102.65-20.38-11.8529.1-5.199.170.43-
2023/93.334.40.026.45-4.479.210.45-
2023/83.1918.44-4.6923.12-5.088.710.47-
2023/72.69-4.9-11.8119.94-5.158.680.48-
2023/62.83-10.382.2417.24-4.018.590.49-
2023/53.1621.176.5214.41-5.168.710.49-
2023/42.61-11.41-13.1911.26-7.998.050.53-
2023/32.9417.44-20.838.65-6.298.650.45-
2023/22.51-21.7817.885.713.498.390.47-
2023/13.219.37-5.523.2-5.528.620.46-
2022/122.68-1.83-51.0136.11-11.828.420.4851%主係子公司臺鹽綠能工程收入較去年同期減少所致
2022/112.73-9.098.1533.43-5.769.070.45-
2022/103.01-9.66-23.8730.7-6.839.680.42-
2022/93.33-0.5-25.1327.69-4.519.730.36-
2022/83.359.6-8.1824.36-0.789.170.39-
2022/73.0510.25-3.1621.020.58.780.4-
2022/62.77-6.63-11.7917.971.158.740.44-
2022/52.96-1.26-18.2315.23.939.680.39-
2022/43.0-19.2-3.0212.2311.248.840.43-
2022/33.7274.8928.09.2316.849.230.43-
2022/22.12-37.31-3.035.5210.3510.990.36-
2022/13.39-38.1120.813.3920.8111.390.34-
2021/125.48116.7644.040.9629.2611.950.33-
2021/112.53-36.010.035.4827.2510.920.36-
2021/103.95-11.1569.7132.9529.9612.040.33主係子公司臺鹽綠能隨工程完成程度所認列之工程收入增加,導致營收較去年同期增加。
2021/94.4522.0257.4129.025.9511.240.49主係子公司臺鹽綠能隨工程完成程度所認列之工程收入增加,導致營收較去年同期增加。
2021/83.6415.5941.5624.5621.559.930.55-
2021/73.150.4227.320.9118.639.920.56-
2021/63.14-13.4413.1417.7617.219.860.45-
2021/53.6317.145.5714.6218.129.630.46-
2021/43.16.6417.1211.011.218.190.54-
2021/32.932.4811.467.99.057.90.45-
2021/22.19-21.9-6.165.07.78.80.4-
2021/12.81-26.2321.752.8121.759.140.39-
2020/123.850.5341.5331.688.978.660.36-
2020/112.538.5712.0927.885.657.680.41-
2020/102.33-17.59-3.9725.355.057.720.41-
2020/92.829.749.6323.036.067.870.39-
2020/82.573.94-0.620.25.587.820.4-
2020/72.48-10.75-4.5917.636.557.740.4-
2020/62.7711.3620.7115.158.627.910.43-
2020/52.49-5.78-4.5312.386.247.740.44-
2020/42.641.4915.839.899.357.580.45-
2020/32.611.5310.017.247.167.240.41-
2020/22.341.3341.814.645.627.330.4-
2020/12.3-14.24-16.072.3-16.070.0N/A-
2019/122.6919.223.1829.07-3.130.0N/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)2000.01.50-29.581.42-16.9634.09-5.6736.894.429.19-25.416.37-46.153.13-29.663.29-38.043.0-29.74
2022 (9)2000.02.138.671.71-16.9936.14-11.7735.335.3712.32-4.6411.8317.594.45-15.885.314.124.278.65
2021 (8)2000.01.967.692.0613.1940.9630.8633.53-19.7312.92-12.710.06-15.965.2914.255.19.913.937.67
2020 (7)2000.01.825.811.827.6931.37.6741.770.3114.802.4911.970.674.6310.244.648.163.655.49
2019 (6)2000.01.72-23.891.69-0.5929.07-3.1341.644.0514.443.5911.89-21.154.20.244.29-19.363.46-23.62
2018 (5)2000.02.2628.411.70-1.7330.018.8540.02-3.1213.94-8.0515.0817.544.190.245.3224.884.5327.97
2017 (4)2000.01.760.571.73-0.5727.570.0741.31-0.9415.161.9512.830.474.181.954.262.653.540.57
2016 (3)2000.01.7530.61.7434.8827.55-0.2241.7010.4614.8732.7712.7731.114.132.694.1530.093.5230.86
2015 (2)2000.01.3425.231.2992.5427.616.3137.756.9411.2076.389.7417.923.0987.273.1929.672.6925.7
2014 (1)200-27.541.07132.610.6759.5225.977.835.3006.3508.2601.6560.192.4670.832.1469.84

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