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)159-4.79-4.790.12200.01100.00.08100.0200.00.2780.0640.05.62-9.21-9.6521.0010.741.132.09248.33150.02.75450.0247.060.12200.0146.150.19171.43850.03.32336.84272.022.75450.0247.06-2.2468.1840.00
24Q2 (19)1670.00.00.04-63.64100.00.04-20.0200.00.1536.36350.06.194.744.7418.97-3.6123.50.60-54.89128.990.50-79.25225.00.04-50.0133.330.07-61.11133.330.76-75.16249.020.50-79.25225.0-0.12128.182.50
24Q1 (18)1670.00.00.11320.0237.50.0525.0150.00.11210.0237.55.91-4.9813.2219.6811.8828.461.33318.03122.282.41190.6150.00.08300.0125.810.18325.0238.463.06207.37156.252.41190.6150.0-2.49-140.0087.50
23Q4 (17)1670.00.0-0.05-600.068.750.04150.0233.33-0.10-100.0-126.326.220.02.9817.5918.21-10.07-0.6185.4183.99-2.66-42.2559.7-0.0484.6282.61-0.08-500.070.37-2.85-47.6761.54-2.66-42.2559.72.62-325.0025.00
23Q3 (16)1670.00.00.01-50.0-95.65-0.08-100.0-172.73-0.0516.67-109.266.225.25-13.9714.88-3.12-30.76-4.18-101.93-295.33-1.87-367.5-150.95-0.26-116.67-273.330.02-33.33-94.74-1.93-278.43-139.79-1.87-367.5-150.959.2337.50-20.00
23Q2 (15)1670.00.00.02125.0-90.48-0.0460.0-500.0-0.0625.0-119.355.9113.22-9.9115.360.26-29.54-2.0765.33-262.99-0.4091.7-106.94-0.1261.29-250.00.03123.08-91.43-0.5190.62-108.04-0.4091.7-106.94-0.1887.50-86.67
23Q1 (14)1670.00.0-0.0850.0-180.0-0.10-233.33-900.0-0.08-121.05-180.05.22-13.58-14.4315.32-21.68-16.96-5.97-56.69-212.57-4.8226.97-491.87-0.31-34.78-158.33-0.1351.85-176.47-5.4426.59-666.67-4.8226.97-491.87-15.02-59.78-180.30
22Q4 (13)1670.00.0-0.16-169.57-300.0-0.03-127.2783.330.38-29.6352.06.04-16.461.6819.56-8.9814.19-3.81-278.0420.29-6.60-279.84-405.56-0.23-253.3317.86-0.27-171.05-307.69-7.41-252.78-418.03-6.60-279.84-405.56-3.12-80.02436.37
22Q3 (12)1670.00.00.239.52475.00.111000.0266.670.5474.19217.657.2310.2130.9821.49-1.42-0.832.1468.5548.483.67-36.28634.00.1587.5650.00.388.57442.864.85-23.5521.793.67-36.28634.08.8859.76600.00
22Q2 (11)1670.00.00.21110.0320.00.01200.0-75.00.31210.0138.466.567.5422.8521.8018.163.511.27166.49337.935.76368.29829.030.08166.67300.00.35105.88337.56.34560.42768.495.76368.29829.035.1267.50147.22
22Q1 (10)1670.00.00.1025.025.0-0.0194.44-114.290.10-60.025.06.12.6917.7618.457.71-12.1-1.9160.04-187.611.23-43.06-38.81-0.1257.14-209.090.1730.7721.430.96-58.8-64.041.23-43.06-38.815.1562.50-302.78
21Q4 (9)1670.00.00.08100.0157.14-0.18-700.010.00.2547.06169.445.947.6113.5817.13-20.95-3.49-4.78-1548.48-9.892.16332.0131.58-0.28-1500.0-21.740.1385.71154.172.33198.72182.332.16332.0131.585.4940.00-362.50
21Q3 (8)1670.00.00.04-20.0-33.330.03-25.050.00.1730.77177.275.523.376.5621.672.910.00.3313.79144.00.50-19.35-57.980.020.0150.00.07-12.5-22.220.786.8595.00.50-19.35-57.983.23-28.75-33.93
21Q2 (7)1670.0-2.910.05-37.5138.460.04-42.86136.360.1362.5146.435.343.0956.1421.060.3323.960.29-86.7102.820.62-69.15107.820.02-81.82105.710.08-42.86136.360.73-72.66106.360.62-69.15107.821.0659.8246.07
21Q1 (6)1670.00.00.08157.14157.140.07135.0146.670.08122.22157.145.18-0.968.3720.9918.2525.842.18150.11125.172.01129.39124.360.11147.83126.830.14158.33158.332.67194.35130.552.01129.39124.360.01-88.09-482.50
20Q4 (5)1670.00.0-0.14-333.33-40.0-0.20-1100.0-300.0-0.36-63.64-50.05.230.97-6.7717.75-9.9-5.64-4.35-480.017.61-6.84-674.79-23.91-0.23-475.023.33-0.24-366.67-41.18-2.83-807.558.87-6.84-674.79-23.91--0.00
20Q3 (4)167-2.910.00.06146.150.00.02118.180.0-0.2221.430.05.1851.460.019.7015.950.0-0.7592.720.01.19115.010.0-0.0488.570.00.09140.910.00.40103.480.01.19115.010.0--0.00
20Q2 (3)1722.990.0-0.137.140.0-0.1126.670.0-0.28-100.00.03.42-28.450.016.991.860.0-10.30-18.940.0-7.933.880.0-0.3514.630.0-0.228.330.0-11.48-31.350.0-7.933.880.0--0.00
20Q1 (2)1670.00.0-0.14-40.00.0-0.15-200.00.0-0.1441.670.04.78-14.80.016.68-11.320.0-8.66-64.020.0-8.25-49.460.0-0.41-36.670.0-0.24-41.180.0-8.74-27.030.0-8.25-49.460.0--0.00
19Q4 (1)1670.00.0-0.100.00.0-0.050.00.0-0.240.00.05.610.00.018.810.00.0-5.280.00.0-5.520.00.0-0.30.00.0-0.170.00.0-6.880.00.0-5.520.00.0--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)
2024/112.129.641.7521.771.275.94N/A-
2024/101.932.09-6.1919.651.215.67N/A-
2024/91.892.46-10.2917.722.095.621.17-
2024/81.85-1.6-9.2515.833.816.031.09-
2024/71.88-18.67-9.5313.985.826.381.03-
2024/62.315.4626.6812.18.696.191.04-
2024/52.1929.246.569.795.165.971.08-
2024/41.69-18.91-16.687.64.775.261.23-
2024/32.0941.49-1.075.9113.125.911.09-
2024/21.48-37.07-17.113.8222.755.911.09-
2024/12.3512.5876.042.3576.046.510.99農曆年節提前出貨
2023/122.080.068.0523.58-9.016.231.04-
2023/112.081.089.3221.5-10.396.251.04-
2023/102.06-2.37-6.4319.42-12.096.211.04-
2023/92.113.65-19.1817.36-12.716.221.13-
2023/82.04-1.9-13.9515.25-11.745.931.18-
2023/72.0813.88-7.5713.21-11.395.951.18-
2023/61.82-11.28-12.8611.13-12.065.911.26-
2023/52.051.04-7.399.31-11.96.21.2-
2023/42.03-3.72-9.917.26-13.15.931.25-
2023/32.1118.55-14.665.23-14.285.231.49-
2023/21.7833.6635.173.11-14.035.051.54-
2023/11.33-31.11-42.171.33-42.175.171.5-
2022/121.931.56-9.1425.9317.916.041.39-
2022/111.9-13.49-10.0123.9920.816.721.25-
2022/102.2-15.6729.6722.0924.497.181.17-
2022/92.6110.3669.6119.8923.947.221.2外銷業績成長及新台幣匯率波動,致本月與去年同期相比營收增幅百分比達50%以上。
2022/82.375.3627.8417.2719.096.71.3-
2022/72.257.355.6414.9117.816.561.33-
2022/62.09-5.7225.7112.6620.276.571.29-
2022/52.22-1.717.2510.5719.256.951.22-
2022/42.26-8.826.378.3519.796.051.4-
2022/32.4787.7830.16.117.536.11.21-
2022/21.32-42.8121.083.6210.255.751.28-
2022/12.38.214.882.34.886.551.13-
2021/122.130.593.3821.9918.185.941.16-
2021/112.1224.6751.7719.8620.025.351.29子公司印尼中釉109/6/15停工至109/12/7才復工,孟加拉部分客戶因應今年春節年假較早,提前備料要求出貨。
2021/101.710.28-4.1317.7417.15.091.35-
2021/91.54-16.81-26.5416.0419.915.521.3-
2021/81.85-12.9229.3114.528.545.641.27-
2021/72.1327.7528.3412.6528.425.681.26-
2021/61.66-12.0638.210.5328.445.341.27-
2021/51.895.94124.218.8626.765.581.21去年受新冠肺炎(COVID-19)疫情影響,主要銷售國家封城,無法出貨。
2021/41.79-6.130.06.9713.394.781.42-
2021/31.974.769.355.198.615.191.27-
2021/21.09-50.46-7.353.298.195.341.23-
2021/12.26.6618.02.218.05.651.16-
2020/122.0647.6811.7918.61-18.285.231.19-
2020/111.39-21.25-26.8216.55-20.935.261.19-
2020/101.77-15.49-4.6315.15-20.345.31.18-
2020/92.146.4511.5713.38-22.045.181.17-
2020/81.43-13.58-27.811.28-26.174.291.41-
2020/71.6637.56-23.139.85-25.933.71.63-
2020/61.242.66-33.698.2-26.473.422.06-
2020/50.84-38.57-64.376.99-25.073.961.78受新冠肺炎(COVID-19)疫情影響,主要銷售國家封城,無法出貨。
2020/41.37-21.01-32.546.15-11.74.291.64-
2020/31.7448.05-12.234.78-3.084.781.42-
2020/21.17-36.926.823.043.064.871.4-
2020/11.861.35-7.831.86-7.830.0N/A-
2019/121.84-3.62-7.522.76-8.110.0N/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)1670.0-0.100-0.18023.57-9.0715.82-22.45-3.110-2.360-0.730-0.610-0.170
2022 (9)1670.00.3852.00.09025.9217.8720.401.29-0.4201.23-7.52-0.1100.385.560.6350.0
2021 (8)1670.00.250-0.05021.9918.1620.1412.64-0.6301.330-0.1400.3600.420
2020 (7)1670.0-0.360-0.44018.61-18.2717.884.62-5.550-5.170-1.030-0.940-0.610
2019 (6)1670.0-0.240-0.31022.77-8.0717.09-11.13-4.390-3.460-1.00-0.90-0.410
2018 (5)1670.00.000-0.08024.772.419.23-7.19-0.940-0.770-0.230-0.1000
2017 (4)167-7.73-0.090-0.98024.19-4.8820.72-12.57-3.8800.69-76.69-0.9400.47-50.0-0.150
2016 (3)181-4.740.6258.970.5544.7425.43-10.1123.7011.482.6722.482.9686.160.689.680.9425.331.1354.79
2015 (2)1900.00.39-54.650.38-57.328.29-20.9621.26-2.742.18-60.791.59-67.420.62-68.840.75-66.220.73-55.76
2014 (1)1900.00.8614.670.89-3.2635.792.1721.8605.5604.8801.99-4.332.229.361.6515.38

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