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)1910.00.00.16-11.11-27.270.13-18.75-23.530.3488.89-84.753.46-11.73-5.7215.48-17.53-2.647.39-36.24-14.869.044.15-22.270.26-42.22-18.750.31-8.82-27.919.04-28.42-22.279.044.15-22.27-0.34-5.5529.52
24Q2 (19)1910.0-0.520.180-89.530.1677.78300.00.180-91.03.9211.0515.9818.7734.65233.9911.59129.5597.428.688780.0-91.10.45150.0662.50.340-89.712.6312730.0-86.458.688780.0-91.110.170.0026.39
24Q1 (18)191-1.04-4.50.000-100.00.09-25.0-64.00.00-100.0-100.03.539.29-18.2913.94-11.83-17.565.05-34.67-45.05-0.1016.67-100.710.18-28.0-55.000-100.0-0.10-117.24-100.82-0.1016.67-100.71-1.35-50.00-27.20
23Q4 (17)1931.05-3.980.00-100.0-100.00.12-29.41-53.852.240.45300.03.23-11.99-40.5215.81-0.57-7.67.73-10.94-15.89-0.12-101.03-102.460.25-21.88-50.00-100.0-100.00.58-95.01-88.09-0.12-101.03-102.46-1.71-93.60147.79
23Q3 (16)191-0.52-4.980.22-87.21-15.380.17325.0-29.172.2311.5418.63.678.58-39.8415.90182.92-0.628.68472.5317.9311.63-88.0836.340.32500.0-28.890.43-86.97-17.3111.63-87.5237.811.63-88.0836.34-6.59193.06120.50
23Q2 (15)192-4.0-4.481.72473.331046.670.04-84.0-66.672.00566.671076.473.38-21.76-45.755.62-66.77-60.73-2.33-125.35-149.1697.56594.381866.94-0.08-120.0-127.593.3440.98964.5293.19665.741395.8397.56594.381866.94-21.10302.05-43.92
23Q1 (14)200-0.5-0.50.30130.772900.00.25-3.85257.140.30-46.432900.04.32-20.44-1.8216.91-1.1756.869.190.0185.414.05188.52095.310.4-20.0185.710.61134.621933.3312.17149.91801.5614.05188.52095.31-15.7140.392.24
22Q4 (13)2010.00.00.13-50.0316.670.268.331200.00.5630.23166.675.43-10.9834.7417.116.9441.649.1924.8648.954.87-42.91250.310.511.11100.00.26-50.0300.04.87-42.3164.674.87-42.91250.31-6.5411.6654.16
22Q3 (12)2010.00.00.2673.330.00.24100.0-4.00.43152.9459.266.1-2.0925.5116.0011.812.967.3655.27-23.498.5371.98-21.810.4555.17-4.260.5267.74-1.898.4435.47-22.648.5371.98-21.8119.75736.6685.72
22Q2 (11)2010.00.00.151400.0114.290.1271.43-20.00.171600.01600.06.2341.5960.1514.3132.7510.54.7447.2-34.84.96675.029.50.29107.143.570.31933.33106.676.23873.4462.664.96675.029.525.39758.34160.72
22Q1 (10)2010.00.00.01116.67116.670.07250.0450.00.01-95.24116.674.49.1860.5810.78-10.7646.473.22-47.81412.620.64119.75113.820.14-44.0566.670.03123.08123.080.64-65.22113.820.64119.75113.82-3.95-3.2079.00
21Q4 (9)2010.00.0-0.06-123.0814.290.02-92.0200.00.21-22.22231.254.03-17.0833.4412.08-22.2773.076.17-35.861145.76-3.24-129.731.930.25-46.811350.0-0.13-124.537.141.84-83.13143.91-3.24-129.731.933.9374.18-12.66
21Q3 (8)2010.00.00.26271.43-27.780.2566.67150.00.272600.0400.04.8624.94111.315.5420.0-14.769.6232.3210.4510.91184.86-65.330.4767.86135.00.53253.33-26.3910.91184.86-65.3310.91184.86-65.3333.45244.05458.33
21Q2 (7)2010.0-2.430.07216.67158.330.15850.0193.750.01116.67102.223.8941.9776.8212.9575.95427.027.27805.83153.13.83182.72134.070.281033.33193.330.15215.38160.03.83182.72134.073.83182.72134.0716.35115.48425.00
21Q1 (6)2010.00.0-0.0614.2981.82-0.020.093.33-0.0662.581.822.74-9.2729.867.365.44148.2-1.03-74.5896.17-4.632.7385.2-0.03-50.094.74-0.137.1480.3-4.63-10.585.2-4.632.7385.211.02-52.58-60.00
20Q4 (5)2010.00.0-0.07-119.4475.86-0.02-120.092.31-0.16-77.7874.193.0231.349.56.98-61.71155.13-0.59-106.7797.57-4.76-115.1383.25-0.02-110.095.92-0.14-119.4475.44-4.19-113.3185.26-4.76-115.1383.25--0.00
20Q3 (4)201-2.430.00.36400.00.00.10162.50.0-0.0980.00.02.34.550.018.23560.350.08.71163.620.031.47379.980.00.2166.670.00.72388.00.031.47379.980.031.47379.980.0--0.00
20Q2 (3)2062.490.0-0.1263.640.0-0.1646.670.0-0.45-36.360.02.24.270.0-3.9674.070.0-13.6949.090.0-11.2464.080.0-0.347.370.0-0.2562.120.0-11.2464.080.0-11.2464.080.0--0.00
20Q1 (2)2010.00.0-0.33-13.790.0-0.30-15.380.0-0.3346.770.02.114.460.0-15.27-20.620.0-26.89-10.980.0-31.29-10.10.0-0.57-16.330.0-0.66-15.790.0-31.29-10.10.0-31.29-10.10.0--0.00
19Q4 (1)2010.00.0-0.290.00.0-0.260.00.0-0.620.00.02.020.00.0-12.660.00.0-24.230.00.0-28.420.00.0-0.490.00.0-0.570.00.0-28.420.00.0-28.420.00.0--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)
2024/101.147.6817.1112.04-2.413.36N/A-
2024/91.06-9.24-12.510.9-4.083.461.73-
2024/81.16-6.0-9.799.85-3.083.751.6-
2024/71.24-7.925.498.68-2.14.11.46-
2024/61.34-11.4330.557.45-3.263.921.56-
2024/51.5244.2631.996.1-8.493.861.58-
2024/41.05-18.47-12.354.58-16.933.181.92-
2024/31.2954.964.093.53-18.23.531.91-
2024/20.83-40.76-48.72.24-27.193.41.98-
2024/11.4121.13-3.121.41-3.123.671.84-
2023/121.165.39-42.7114.6-34.13.232.24-
2023/111.113.42-42.1513.44-33.233.282.2-
2023/100.97-19.55-35.3212.34-32.33.472.08-
2023/91.21-6.43-23.8911.37-32.033.671.94-
2023/81.299.93-42.3410.16-32.883.492.04-
2023/71.1713.94-48.468.87-31.243.352.12-
2023/61.03-10.46-53.067.7-27.553.382.11主要係外銷銷售量減少
2023/51.15-4.2-30.546.67-20.913.591.98-
2023/41.2-3.18-49.475.52-18.554.071.75-
2023/31.24-23.63-4.334.32-1.854.321.61-
2023/21.6211.87-5.183.08-0.815.11.36-
2023/11.45-28.364.581.454.585.381.29-
2022/122.036.4155.6522.1642.915.431.36主要係外銷較上期增加
2022/111.926.8241.3620.1341.744.991.48-
2022/101.5-5.339.118.2341.785.331.39-
2022/91.59-29.114.0416.7345.76.11.37-
2022/82.24-1.7441.2315.1452.086.711.25主要係外銷出貨暢旺
2022/72.283.7930.3712.954.136.131.36主要係外銷續強
2022/62.1932.4868.2610.6360.46.231.27主要係外銷數量增加
2022/51.66-30.326.838.4358.475.331.49主要係出口穩健成長
2022/42.3883.3286.046.7768.765.391.47主要係本期外銷銷售額增加
2022/31.3-24.3217.474.460.74.41.81主要係本期銷售價格上漲
2022/21.7123.4170.213.189.914.41.8主要係本期銷售價量齊揚
2022/11.396.6138.951.3938.954.041.97-
2021/121.3-3.3517.9915.5161.14.031.79主要係原物料價格上漲
2021/111.35-2.1140.614.266.684.251.69主要係原物料價格上漲
2021/101.38-9.7243.9412.8669.984.491.61主要係銷售價量齊揚
2021/91.52-3.7770.511.4873.754.861.15主要係本月銷售價量齊揚
2021/81.58-9.29104.579.9674.264.641.21主要係本月銷售價量齊揚
2021/71.7533.94177.518.3769.514.361.29主要係本月銷售價量齊揚
2021/61.3-0.1241.676.6253.733.891.34鋼鐵製品需求轉強
2021/51.312.2194.425.3257.013.691.41主要係本月銷售價格上揚
2021/41.2815.75111.054.0147.763.021.72主要係本月銷售價量齊揚
2021/31.174.0768.52.7429.612.741.87主要係本月銷售價量齊揚
2021/20.63-36.54-10.831.6312.122.741.87-
2021/11.0-9.4734.031.034.033.061.67-
2020/121.115.1744.459.63-15.723.021.55-
2020/110.960.238.738.52-20.042.811.67-
2020/100.966.9369.297.56-24.112.631.78主要係本月內銷出貨量增加
2020/90.8915.4519.266.61-29.722.32.11-
2020/80.7723.049.025.71-33.972.322.09-
2020/70.63-31.61-27.264.94-37.812.222.18-
2020/60.9237.0421.14.31-39.12.21.81-
2020/50.6710.96-36.743.39-46.351.932.06-
2020/40.61-7.57-42.232.72-48.291.972.02-
2020/30.65-7.88-59.842.11-49.82.112.05主要係外銷油管銷售量減少
2020/20.71-4.61-38.021.46-43.442.221.95-
2020/10.75-2.42-47.80.75-47.82.21.96-
2019/120.7610.6111.6611.42-19.170.0N/A-
2019/110.6922.27-56.4610.66-20.740.0N/A內外銷需求滑落
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)193-3.982.24300.00.57-17.3914.6-34.1213.80-6.56.07-2.8829.64485.770.89-35.514.12243.334.33286.61
2022 (9)2010.00.56166.670.6972.522.1642.8814.7617.616.250.05.0686.031.3842.271.290.481.12166.67
2021 (8)2010.00.2100.40015.5161.0612.55448.036.2502.7200.9700.6300.420
2020 (7)2010.0-0.160-0.3709.63-15.672.290-7.130-3.410-0.690-0.310-0.330
2019 (6)2010.0-0.620-0.64011.42-19.18-0.380-10.790-10.870-1.230-1.240-1.240
2018 (5)201-9.05-0.880-1.05014.1311.26-1.520-11.620-12.480-1.640-1.40-1.760
2017 (4)221-10.53-1.020-0.76012.712.59-2.150-11.490-17.680-1.460-2.250-2.250
2016 (3)247-10.18-0.590-0.52011.28-9.541.380-8.800-12.950-0.990-1.460-1.460
2015 (2)2750.00.680-1.22012.47-16.25-6.410-17.07015.030-2.1302.0701.870
2014 (1)275-31.59-1.340-1.87014.8914.8-6.720-16.280-24.760-2.420-2.530-3.690

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