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)422.442.44-0.27-80.0-132.93-0.24-41.18-131.58-0.62-77.14-123.131.3213.79-32.3117.43-13.28-52.75-8.01-16.59-138.77-8.52-63.85-149.11-0.11-37.5-127.5-0.11-83.33-132.35-9.03-57.87-141.69-8.52-63.85-149.116.05-27.50-6.00
24Q2 (19)410.00.0-0.1525.0-113.27-0.1729.17-115.89-0.35-75.0-118.821.16-1.69-50.020.1010.08-49.64-6.8716.93-128.51-5.2025.93-125.76-0.0820.0-114.29-0.0625.0-112.77-5.7210.34-122.93-5.2025.93-125.76-18.61-67.81-67.00
24Q1 (18)410.00.0-0.20-160.61-127.4-0.24-163.16-132.43-0.20-106.64-127.41.18-35.52-35.8718.26-36.93-51.27-8.27-181.24-139.25-7.02-195.25-142.34-0.1-152.63-125.64-0.08-161.54-126.67-6.38-176.68-130.79-7.02-195.25-142.34-20.84-110.19-106.58
23Q4 (17)410.00.00.33-59.76-21.430.38-50.0-11.633.0112.3133.191.83-6.157.6528.95-21.52-3.1410.18-50.73-9.677.37-57.52-28.170.19-52.50.00.13-61.76-23.538.32-61.59-21.297.37-57.52-28.17-11.05-43.59-39.48
23Q3 (16)410.00.00.82-27.4334.430.76-28.9752.02.6844.0945.651.95-15.9517.4736.89-7.575.7620.66-14.2721.3917.35-14.0713.180.4-28.5742.860.34-27.6636.021.66-13.1911.1317.35-14.0713.185.0713.687.81
23Q2 (15)410.00.01.1354.7956.941.0744.5959.71.86154.7951.222.3226.0950.6539.916.51-3.4624.1014.3813.3620.1921.773.380.5643.5969.70.4756.6756.6724.9520.429.8220.1921.773.3817.1664.3058.34
23Q1 (14)410.00.00.7373.8146.00.7472.0972.090.73-67.746.01.848.2427.7837.4725.368.2621.0786.9638.7116.5861.616.350.39105.2677.270.376.4742.8620.7296.0319.6316.5861.616.355.3321.3329.05
22Q4 (13)410.02.50.42-31.15-4.550.43-14.0-4.442.2622.8355.861.72.4110.3929.89-14.31-11.4911.27-33.78-16.6410.26-33.07-9.760.19-32.14-9.520.17-32.00.010.57-45.77-15.5810.26-33.07-9.765.10-23.21-19.69
22Q3 (12)410.00.00.61-15.2835.560.50-25.374.171.8449.5980.391.667.7923.8834.88-15.63-12.2317.02-19.94-8.5415.33-21.5112.720.28-15.1512.00.25-16.6738.8919.49-14.2213.3115.33-21.5112.727.3714.3615.22
22Q2 (11)410.02.50.7244.0176.920.6755.81103.031.23146.0119.641.546.9427.2741.3419.4511.0421.2639.9648.8819.5337.05127.090.3350.094.120.342.86200.022.7231.18100.8819.5337.05127.090.2328.8225.69
22Q1 (10)412.510.810.5013.6461.290.43-4.4448.280.50-65.5261.291.44-6.4926.3234.612.49-7.3415.1912.359.0514.2525.3343.220.224.7637.50.2123.5390.9117.3238.3436.4914.2525.3343.224.225.71-5.35
21Q4 (9)40-2.4442.860.44-2.22100.00.45-6.25136.841.4542.16806.251.5414.9348.0833.77-15.02-7.5813.52-27.3536.8411.37-16.493.70.21-16.0110.00.17-5.56183.3312.52-27.2164.311.37-16.493.712.8435.4319.60
21Q3 (8)412.546.430.4573.08200.00.4845.45182.351.0282.141800.01.3410.7444.0939.746.748.7618.6130.32102.9413.6058.14205.620.2547.06177.780.1880.0350.017.2052.08191.5313.6058.14205.628.4428.4829.62
21Q2 (7)408.1142.860.26-16.1300.3313.79371.430.5680.65380.01.216.1445.7837.23-0.327.8814.282.51247.458.60-13.5700.176.25466.670.1-9.09011.31-10.876968.758.60-13.5707.8812.3933.21
21Q1 (6)3732.1432.140.3140.91255.00.2952.63390.00.3193.75255.01.149.6228.0937.352.2254.0813.9340.99344.829.9569.51254.980.1660.0420.00.1183.33283.3312.6966.54266.549.9569.51254.9810.7243.7932.20
20Q4 (5)280.00.00.2246.67152.380.1911.76190.480.16366.67116.161.0411.839.4736.540.099.899.887.74196.585.8731.91148.00.111.11200.00.0650.0150.07.6229.15156.745.8731.91148.0--0.00
20Q3 (4)280.00.00.1500.00.17142.860.0-0.0670.00.00.9312.050.036.545.880.09.17123.110.04.4500.00.09200.00.00.0400.05.903587.50.04.4500.0--0.00
20Q2 (3)280.00.00.00100.00.00.07170.00.0-0.200.00.00.83-6.740.034.5142.370.04.11172.230.00.00100.00.00.03160.00.00100.00.00.16102.10.00.00100.00.0--0.00
20Q1 (2)280.00.0-0.2052.380.0-0.1052.380.0-0.2079.80.00.89-6.320.024.2432.60.0-5.6944.380.0-6.4247.510.0-0.0550.00.0-0.0650.00.0-7.6243.260.0-6.4247.510.0--0.00
19Q4 (1)280.00.0-0.420.00.0-0.210.00.0-0.990.00.00.950.00.018.280.00.0-10.230.00.0-12.230.00.0-0.10.00.0-0.120.00.0-13.430.00.0-12.230.00.0--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)
2024/100.520.65-15.444.18-37.81.45N/A-
2024/90.5225.79-7.723.66-40.051.321.34-
2024/80.415.06-38.623.14-43.311.151.54-
2024/70.3913.19-45.842.73-43.961.071.66-
2024/60.354.19-53.372.34-43.631.161.49本期營收較去年同期減少,主係客戶需求減緩所致
2024/50.33-31.21-57.142.0-41.521.161.49本期營收較去年同期減少,主係客戶需求減緩所致
2024/40.4840.24-40.061.67-36.941.161.5-
2024/30.343.98-47.151.18-35.571.181.33-
2024/20.33-35.14-47.980.84-29.231.431.11本期營收較去年同期減少,主係客戶需求減緩所致
2024/10.51-13.39-7.620.51-7.621.720.92-
2023/120.59-5.952.517.9425.21.830.85-
2023/110.631.699.87.3527.461.80.86-
2023/100.629.8510.266.7229.41.840.84-
2023/90.56-16.33-3.336.1131.71.950.89-
2023/80.67-7.322.475.5536.72.130.81-
2023/70.72-2.5334.864.8838.922.240.77-
2023/60.74-4.2343.064.1639.652.320.71-
2023/50.77-3.8146.483.4238.932.230.74-
2023/40.823.6563.772.6436.872.090.78本期營收較去年同期增加,主係國外訂單需求增加。
2023/30.652.3528.581.8427.691.840.85-
2023/20.6415.1959.741.1927.211.760.89本期營收較去年同期增加,主係客戶需求成長且去年基期較低所致。
2023/10.55-3.883.030.553.031.70.93-
2022/120.570.72-6.326.3421.371.70.84-
2022/110.572.1115.835.7725.051.710.84-
2022/100.56-3.6829.385.226.151.680.85-
2022/90.586.023.454.6425.771.660.86-
2022/80.552.0723.384.0626.111.60.89-
2022/70.543.3925.453.5126.541.580.9-
2022/60.52-1.9429.332.9826.741.540.82-
2022/50.537.5429.982.4626.211.530.83-
2022/40.49-2.9121.931.9325.221.390.9-
2022/30.5127.1620.771.4426.381.440.76-
2022/20.4-25.727.530.9329.651.550.71-
2022/10.54-12.6231.270.5431.271.640.67-
2021/120.6124.5652.815.2241.821.540.75本期營收較去年同期增加,主係受惠客戶需求持續增加,並較109年同期大幅成長所致。
2021/110.4914.0624.654.6140.471.390.83-
2021/100.43-8.0978.424.1242.641.340.86本期營收較去年同期增加,主係受惠國內訂單需求持續成長,且去年基期較低之影響所致。
2021/90.475.9445.93.6939.371.340.98-
2021/80.443.7843.173.2238.461.271.03-
2021/70.436.5943.292.7737.741.231.06-
2021/60.4-1.4541.572.3536.771.211.0-
2021/50.410.8758.111.9535.831.230.99本期營收較去年同期增加,主係因國內客戶需求增加所致。
2021/40.4-3.8339.051.5430.961.131.07-
2021/30.4234.2725.261.1428.321.140.98-
2021/20.31-23.52-1.80.7230.181.121.0-
2021/10.411.7173.370.4173.371.20.93本期增減百分比達73.38%,主係因較去年同期客戶需求增加。
2020/120.41.638.073.6812.21.041.06-
2020/110.3963.26-3.033.289.690.961.15-
2020/100.24-24.84-5.22.8911.70.871.26-
2020/90.323.95-0.482.6513.550.931.14-
2020/80.313.8723.512.3215.810.891.19-
2020/70.35.3126.92.0114.710.841.27-
2020/60.2810.06-3.061.7212.830.831.22-
2020/50.26-11.288.41.4316.610.881.15-
2020/40.29-13.368.591.1818.570.941.07-
2020/30.335.2543.990.8922.230.891.05-
2020/20.3235.02112.130.5512.00.841.1本月增減百分比達112.13%,主係因國內客戶需求增加,且去年基期較低所致。
2020/10.24-18.99-31.590.24-31.590.931.0-
2019/120.29-28.64-13.613.28-8.170.0N/A-
2019/110.4159.6114.62.99-7.60.0N/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)410.02.9935.912.9847.527.9425.2436.072.9419.3520.2615.706.511.5450.981.5339.091.2534.41
2022 (9)412.52.2066.672.0230.326.3421.4635.04-4.9916.096.6314.7434.121.0229.111.157.140.9363.16
2021 (8)4042.861.32725.01.55330.565.2241.8536.8811.3515.09224.5210.99793.50.79364.710.7900.00.571040.0
2020 (7)280.00.1600.3603.6812.233.1231.484.6501.2300.1700.0700.050
2019 (6)283.7-0.990-0.4503.28-8.1225.19-23.64-7.120-8.390-0.230-0.330-0.280
2018 (5)278.00.37-66.060.12-81.253.572.032.99-21.992.62-74.692.89-64.190.09-75.00.14-62.160.1-64.29
2017 (4)250.01.09-70.620.64-71.433.5-22.7442.29-15.3910.35-59.798.07-61.20.36-69.230.37-68.380.28-70.21
2016 (3)254.173.7164.162.2477.784.5320.849.9823.3825.7475.720.8043.651.17112.731.17108.930.9474.07
2015 (2)240.02.2601.2603.7568.1640.5146.1414.65014.4800.5500.5600.540
2014 (1)240.00.000-0.4302.231.3627.720-8.310-8.290-0.190-0.180-0.180

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