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)5310.00.0-0.56-1.82-21.74-0.328.57-18.52-1.54-57.14-18.4619.372.8777.71-5.2335.1944.18-8.3419.8137.06-15.351.2931.14-1.6217.35-12.5-2.97-1.37-22.22-14.787.9133.15-15.351.2931.1417.60-16.38-4.05
24Q2 (19)5310.00.0-0.55-30.953.51-0.35-16.6712.5-0.98-133.33-15.2918.8332.3341.15-8.07-0.7536.76-10.407.1435.2-15.551.7131.77-1.96-23.278.41-2.93-30.223.62-16.05-1.5829.39-15.551.7131.7724.53-4.373.20
24Q1 (18)5310.00.0-0.4222.22-55.56-0.3023.08-130.77-0.4277.3-55.5614.2316.743.72-8.0142.66-342.54-11.2035.89-123.55-15.8233.31-49.53-1.5925.35-130.43-2.2522.15-55.17-15.8034.52-50.19-15.8233.31-49.5314.292.41-10.68
23Q4 (17)5310.00.0-0.54-17.39-14.89-0.39-44.44-8.33-1.85-42.31-41.2212.1911.83-6.45-13.97-49.09-26.2-17.47-31.85-22.08-23.72-6.42-25.04-2.13-47.92-14.52-2.89-18.93-17.0-24.13-9.14-28.56-23.72-6.42-25.04-3.230.96-5.97
23Q3 (16)5310.00.0-0.4619.311.54-0.2732.518.18-1.30-52.94-54.7610.9-18.29-23.94-9.3726.57-14.97-13.2517.45-12.77-22.292.19-16.34-1.4432.7114.29-2.4320.0711.64-22.112.73-18.05-22.292.19-16.34-10.53-45.91-87.59
23Q2 (15)5310.00.0-0.57-111.11-128.0-0.40-207.69-1433.33-0.85-214.81-157.5813.34-2.77-40.18-12.76-604.97-459.44-16.05-220.36-3072.22-22.79-115.41-283.03-2.14-210.14-1883.33-3.04-109.66-128.57-22.73-116.06-268.99-22.79-115.41-283.031.26-34.28-71.90
23Q1 (14)5310.00.0-0.2742.55-237.5-0.1363.89-218.18-0.2779.39-237.513.725.3-26.36-1.8183.65-129.24-5.0164.99-243.14-10.5844.23-389.81-0.6962.9-206.15-1.4541.3-262.5-10.5243.95-484.44-10.5844.23-389.81-1.8926.0827.40
22Q4 (13)5310.00.0-0.479.62-1075.0-0.36-9.09-357.14-1.31-55.95-6650.013.03-9.07-20.21-11.07-35.83-243.58-14.31-21.79-403.18-18.970.99-1226.57-1.86-10.71-341.56-2.4710.18-973.91-18.77-0.21-1637.96-18.970.99-1226.57-22.41-49.19-604.54
22Q3 (12)5310.00.0-0.52-108.0-2700.0-0.33-1200.0-232.0-0.84-154.55-1300.014.33-35.74-26.89-8.15-329.58-188.68-11.75-2275.93-274.33-19.16-222.02-3648.15-1.68-1500.0-227.27-2.75-106.77-2850.0-18.73-204.06-4902.56-19.16-222.02-3648.15-8.02-160.25-636.37
22Q2 (11)5310.00.0-0.25-212.5-2600.00.03-72.73-81.25-0.33-312.5-760.022.319.727.143.55-42.65-51.30.54-84.57-88.68-5.95-175.46-1422.220.12-81.54-85.71-1.33-232.5-1762.5-6.16-242.22-1721.05-5.95-175.46-1422.2216.89-156.25-47.08
22Q1 (10)5310.00.0-0.08-100.0-366.670.11-21.43-31.25-0.08-500.0-366.6718.6314.0811.366.19-19.71-21.353.50-25.85-33.08-2.16-51.05-298.170.65-15.58-25.29-0.4-73.91-322.22-1.80-66.67-257.89-2.16-51.05-298.17-1.30-200.00-32.72
21Q4 (9)5310.00.0-0.04-300.069.230.14-44.0255.560.02-71.43102.2516.33-16.6811.327.71-16.11980.494.72-29.97240.9-1.43-364.8169.960.77-41.67257.14-0.23-330.065.67-1.08-376.9276.92-1.43-364.8169.96-2.47-100.006.12
21Q3 (8)5310.00.00.02100.0111.110.2556.25278.570.0740.0109.2119.611.7446.719.1926.06578.656.7441.3216.810.5420.0107.261.3257.14271.430.125.0110.530.392.63105.280.5420.0107.268.2916.6628.12
21Q2 (7)5310.0-1.30.01-66.67104.550.160.0206.670.0566.67108.6217.544.8435.977.29-7.37371.04.77-8.8178.840.45-58.72104.790.84-3.45207.690.08-55.56106.780.38-66.67104.10.45-58.72104.799.4428.20138.89
21Q1 (6)5310.00.00.03123.08108.330.16277.78159.260.03103.37108.3316.7314.0411.837.872019.51221.645.23256.12152.41.09122.9108.40.87277.55158.390.18126.87109.521.14124.36108.781.09122.9108.411.9375.43156.74
20Q4 (5)5310.00.0-0.1327.7865.79-0.0935.7170.0-0.89-17.1126.4514.679.818.59-0.4178.6594.98-3.3541.9473.14-4.7636.0269.45-0.4936.3670.83-0.6729.4766.67-4.6836.5969.73-4.7636.0269.45--0.00
20Q3 (4)531-1.30.0-0.1818.180.0-0.146.670.0-0.76-31.030.013.363.570.0-1.9228.620.0-5.774.630.0-7.4420.850.0-0.771.280.0-0.9519.490.0-7.3820.30.0-7.4420.850.0--0.00
20Q2 (3)5381.320.0-0.2238.890.0-0.1544.440.0-0.58-61.110.012.9-13.770.0-2.6958.420.0-6.0539.380.0-9.4027.580.0-0.7847.650.0-1.1837.570.0-9.2628.710.0-9.4027.580.0--0.00
20Q1 (2)5310.00.0-0.365.260.0-0.2710.00.0-0.3670.250.014.9610.730.0-6.4720.710.0-9.9819.970.0-12.9816.690.0-1.4911.310.0-1.895.970.0-12.9915.980.0-12.9816.690.0--0.00
19Q4 (1)5310.00.0-0.380.00.0-0.300.00.0-1.210.00.013.510.00.0-8.160.00.0-12.470.00.0-15.580.00.0-1.680.00.0-2.010.00.0-15.460.00.0-15.580.00.0--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)
2024/115.21-16.7332.2663.8938.2417.75N/A-
2024/106.25-0.6344.7958.6838.819.49N/A-
2024/96.29-9.3865.452.4338.1119.370.72由於下游各家鋼廠庫存逐漸去化,公司銷量增加,且因去年同期銷量相對較低,使得本月份營收較去年同期增加比例達50%。
2024/86.9413.2273.9946.1435.0719.140.73由於下游各家鋼廠庫存逐漸去化,公司銷量增加,且因去年同期銷量相對較低,使得本月份營收較去年同期增加比例達50%。
2024/76.131.1897.2339.1929.9318.680.75由於下游各家鋼廠庫存逐漸去化,公司銷量增加,且因去年同期銷量相對較低,使得本月份營收較去年同期增加比例達50%。
2024/66.06-6.5762.6233.0622.1918.830.75由於下游各家鋼廠庫存逐漸去化,公司銷量增加,且因去年同期銷量相對較低,使得本月份營收較去年同期增加比例達50%。
2024/56.493.3147.5327.015.7318.70.75-
2024/46.285.8620.4520.518.3416.170.87-
2024/35.9349.8617.2114.233.7414.230.97-
2024/23.96-8.77-13.458.3-4.1312.231.13-
2024/14.3410.216.324.346.3212.211.14-
2023/123.940.02-8.0350.15-26.5512.190.93-
2023/113.94-8.84-15.046.21-27.7912.060.94-
2023/104.3213.54.8942.28-28.7912.110.94-
2023/93.8-4.68-24.537.96-31.310.91.28-
2023/83.9928.34-10.8934.16-31.9810.831.29-
2023/73.11-16.57-35.4330.17-34.0511.231.24-
2023/63.73-15.25-41.2127.06-33.8813.340.83-
2023/54.4-15.64-43.2223.33-32.5414.670.76-
2023/45.213.01-36.4918.93-29.4614.850.75-
2023/35.0610.65-33.313.72-26.3513.721.0-
2023/24.5712.06-15.678.66-21.5812.941.06-
2023/14.08-4.66-27.284.08-27.2812.991.05-
2022/124.28-7.56-20.9368.29-2.713.030.85-
2022/114.6312.5-21.0764.01-1.1813.790.8-
2022/104.12-18.31-18.3959.370.7913.630.81-
2022/95.0412.51-9.3255.262.5914.331.2-
2022/84.48-7.0-40.650.223.9615.641.1-
2022/74.82-24.04-25.9145.7412.2118.90.91-
2022/66.34-18.155.8640.9219.4422.30.74-
2022/57.75-5.6528.5934.5822.3123.550.7-
2022/48.218.1948.6626.8420.6121.220.78-
2022/37.5939.9133.2718.6311.3518.630.93-
2022/25.42-3.371.6811.040.0416.451.06-
2022/15.613.66-1.485.61-1.4816.91.03-
2021/125.41-7.726.0570.1925.5616.331.13-
2021/115.8716.3224.6964.7727.5216.471.12-
2021/105.04-9.233.8758.9127.8118.141.02-
2021/95.56-26.2920.3953.8630.6319.60.95-
2021/87.5415.9951.3848.331.9220.030.93去年受國外疫情影響基期低
2021/76.58.5372.6140.7628.8618.511.0去年受國外疫情影響基期低
2021/65.99-0.5742.6334.2622.9417.540.73-
2021/56.029.0636.5228.2719.4517.240.74-
2021/45.52-3.028.7122.2515.5416.550.77-
2021/35.696.7412.1316.7311.7616.730.9-
2021/25.33-6.38-0.1711.0311.5716.140.93-
2021/15.711.5925.45.725.415.510.97-
2020/125.118.4913.0855.9-14.6914.670.92-
2020/114.71-3.110.8750.79-16.7514.180.95-
2020/104.865.212.2646.09-18.8114.450.93-
2020/94.62-7.33-8.3741.23-20.7413.361.08-
2020/84.9832.27-8.1936.61-22.0612.951.12-
2020/73.77-10.31-36.7631.63-23.8812.381.17-
2020/64.2-4.83-22.7127.87-21.7212.91.02-
2020/54.412.82-26.6523.67-21.5413.780.96-
2020/44.29-15.5-21.1219.26-20.2714.710.9-
2020/35.08-4.96-18.1914.96-20.0214.960.86-
2020/25.3417.61-1.049.89-20.9314.40.89-
2020/14.540.63-36.054.54-36.050.0N/A-
2019/124.516.37-28.065.53-25.040.0N/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)5310.0-1.850-1.20050.15-26.56-9.330-12.770-19.570-6.40-9.830-9.810
2022 (9)5310.0-1.310-0.54068.29-2.71-0.970-4.070-10.170-2.780-6.840-6.950
2021 (8)5310.00.0200.71070.1925.568.0505.4200.1903.800.1600.130
2020 (7)5310.0-0.890-0.64055.9-14.7-2.920-6.330-8.670-3.540-4.810-4.70
2019 (6)5310.0-1.210-0.91065.53-25.04-3.590-7.290-9.960-4.780-6.360-6.420
2018 (5)5310.00.0300.25087.429.374.4834.131.60900.00.1201.4976.920.200.150
2017 (4)531-15.85-0.350-0.00079.939.93.3422.340.160-2.3100.130-1.690-1.840
2016 (3)6310.0-0.410-0.08072.73-3.082.730-0.510-3.530-0.370-2.530-2.560
2015 (2)6310.0-0.790-0.51075.043.76-0.590-3.600-6.620-2.70-4.970-4.970
2014 (1)6310.0-0.990-0.84072.3219.79-2.710-6.270-8.610-4.530-6.270-6.220

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