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)14500.970.97-0.42-121.05-425.0-0.45-136.84-164.71-0.57-307.14-1240.067.05-17.83-28.67-10.70-311.54-454.4-12.44-205.65-283.95-9.08-177.68-682.76-8.34-151.2-174.34-6.09-128.09-453.64-11.89-204.09-575.57-9.08-177.68-682.76-14.31-348.02-355.92
24Q2 (19)14360.00.0-0.19-575.0-26.67-0.19-575.0-26.67-0.14-450.0-207.6981.6-10.8-16.18-2.60-230.0-120.34-4.07-826.79-57.75-3.27-595.45-48.64-3.32-750.98-32.27-2.67-545.0-24.77-3.91-692.42-53.94-3.27-595.45-48.64-5.17-304.17-287.50
24Q1 (18)14360.00.00.04-33.33-85.710.040.0-84.620.04-63.64-85.7191.480.47-3.952.00-1.48-69.420.56-8.2-88.660.66-31.96-84.10.51-8.93-89.170.6-31.82-84.810.66-34.0-87.010.66-31.96-84.1-1.3370.8461.77
23Q4 (17)14360.00.00.06175.0108.220.04123.53105.880.11120.0115.9491.05-3.1411.272.03205.18118.560.61118.83104.780.97183.62107.590.56118.42105.360.88180.0108.411.00156.82107.430.97183.62107.59-3.29110.8455.10
23Q3 (16)14360.00.0-0.0846.6789.74-0.17-13.3385.090.05-61.5425.094.0-3.4419.3-1.93-63.5692.13-3.24-25.5887.59-1.1647.2791.88-3.04-21.1285.22-1.148.690.23-1.7630.7190.97-1.1647.2791.88-0.61-53.45-85.51
23Q2 (15)14360.00.0-0.15-153.57-131.91-0.15-157.69-134.880.13-53.57-84.1597.352.22-39.27-1.18-118.04-117.59-2.58-152.23-146.49-2.20-153.01-151.89-2.51-153.29-128.2-2.14-154.18-131.47-2.54-150.0-142.98-2.20-153.01-151.899.30-7.60-9.72
23Q1 (14)14360.00.00.28138.36-20.00.26138.24-16.130.28140.58-20.095.2416.39-23.266.54159.7830.024.94138.6835.714.15132.472.724.71145.074.23.95137.76-21.315.08137.7424.824.15132.472.7210.1272.3989.30
22Q4 (13)14360.00.0-0.736.41-215.87-0.6840.35-213.33-0.69-1825.0-115.6181.833.86-41.05-10.9455.37-201.86-12.7751.09-256.5-12.7810.57-295.71-10.4549.2-192.23-10.467.1-215.45-13.4630.94-260.43-12.7810.57-295.71-23.50-129.77-162.38
22Q3 (12)14360.00.0-0.78-265.96-176.47-1.14-365.12-218.750.04-95.12-98.9478.79-50.85-49.61-24.51-465.28-292.39-26.11-570.45-328.23-14.29-437.03-252.67-20.57-331.12-214.98-11.26-265.59-176.91-19.49-429.78-263.64-14.29-437.03-252.67-10.84-115.83-163.21
22Q2 (11)14360.00.00.4734.29-70.440.4338.71-66.410.82134.29-70.4160.3129.1819.666.7133.4-57.55.5552.47-60.164.244.95-75.098.996.9-52.336.835.46-70.195.9145.21-65.364.244.95-75.099.29-5.07-4.81
22Q1 (10)14360.00.00.35-44.44-70.340.31-48.33-74.170.35-92.08-70.34124.1-10.614.585.03-53.17-72.043.64-55.39-77.284.04-38.13-74.274.52-60.11-73.955.02-44.59-70.474.07-51.49-74.084.04-38.13-74.27-10.91-41.34-42.91
21Q4 (9)14360.00.00.63-38.2418.870.60-37.530.434.4216.621094.59138.81-11.2244.6410.74-15.713.178.16-28.6716.246.53-30.24-18.2711.33-36.6768.359.06-38.1118.128.39-29.555.016.53-30.24-18.272.75-37.05-31.25
21Q3 (8)14360.00.01.02-35.85500.00.96-25.0966.673.7936.822329.41156.3516.7169.1412.74-19.32230.9111.44-17.88711.359.36-45.01246.6717.89-4.181265.6514.64-35.82485.611.91-30.19341.119.36-45.01246.6720.20-0.55-9.16
21Q2 (7)14360.00.01.5934.75736.01.286.67612.02.77134.75914.71133.9723.6970.6615.79-12.231415.8313.93-13.05403.4917.028.41467.618.677.61617.1722.8134.18726.6517.068.66468.4717.028.41467.618.2778.6983.77
21Q1 (6)14360.00.01.18122.641411.111.20160.871814.291.18218.921411.11108.3112.867.2517.9989.57542.516.02128.211640.3815.7096.51366.1317.35157.81752.3817.0121.641460.015.7096.51366.1315.7096.51366.138.34167.20285.99
20Q4 (5)14360.00.00.53211.76282.760.46411.11231.430.37317.653600.095.973.8231.79.49146.49378.37.02397.87199.297.99195.93241.926.73413.74230.687.67206.8287.077.99195.93238.967.99195.93241.92--0.00
20Q3 (4)14360.00.00.17168.00.00.09136.00.0-0.1750.00.092.4417.760.03.85420.830.01.41130.720.02.70158.320.01.31136.290.02.5168.680.02.70158.320.02.70158.320.0--0.00
20Q2 (3)14360.00.0-0.25-177.780.0-0.25-257.140.0-0.34-277.780.078.5-22.270.0-1.20-142.860.0-4.59-341.350.0-4.63-273.390.0-3.61-243.810.0-3.64-191.20.0-4.63-273.390.0-4.63-273.390.0--0.00
20Q1 (2)14360.00.0-0.0968.970.0-0.0780.00.0-0.09-1000.00.0100.9938.590.02.80182.110.0-1.0485.290.0-1.2477.980.0-1.0579.610.0-1.2569.510.0-1.2478.430.0-1.2477.980.0--0.00
19Q4 (1)14360.00.0-0.290.00.0-0.350.00.00.010.00.072.870.00.0-3.410.00.0-7.070.00.0-5.630.00.0-5.150.00.0-4.10.00.0-5.750.00.0-5.630.00.0--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)
2024/1122.118.05-26.05282.7-18.3862.13N/A-
2024/1020.464.55-31.61260.6-17.6661.93N/A-
2024/919.57-10.66-37.67240.14-16.267.051.2-
2024/821.9-14.38-31.61220.57-13.5674.981.08-
2024/725.58-6.95-16.34198.67-10.9779.661.01-
2024/627.53.45-1.56173.08-10.1281.61.05-
2024/526.58-3.45-17.12145.59-11.5783.191.03-
2024/427.53-5.34-26.28119.01-10.2387.020.98-
2024/329.08-4.35-19.3591.48-3.9491.481.04-
2024/230.41-4.94-5.3462.45.4493.641.02-
2024/131.992.418.2631.9918.2693.121.02-
2023/1231.244.4827.78377.64-15.1491.050.94-
2023/1129.9-0.060.53346.4-17.6391.210.94-
2023/1029.92-4.78.19316.51-19.0293.340.92-
2023/931.39-1.9816.91286.59-21.0994.01.06-
2023/832.034.7339.07255.2-24.1290.541.1-
2023/730.589.485.79223.17-28.7790.581.1-
2023/627.93-12.91-40.04192.59-32.2897.351.05-
2023/532.07-14.11-41.44164.66-30.76105.480.97-
2023/437.353.55-36.64132.58-27.57105.530.97-
2023/336.0612.25-26.0495.24-23.2595.241.01-
2023/232.1318.76-14.6959.18-21.4583.621.15-
2023/127.0510.65-28.227.05-28.281.231.18-
2022/1224.45-17.79-38.27445.03-17.1981.831.19-
2022/1129.747.54-38.22420.59-15.5184.241.16-
2022/1027.652.97-45.85390.85-13.0877.531.26-
2022/926.8516.59-47.26363.2-8.8878.791.3-
2022/823.03-20.32-56.88336.35-3.2698.531.04本月銷售量及售價皆較去年同月下降,致營業收入減少。
2022/728.91-37.95-44.42313.326.46130.270.78-
2022/646.59-14.93-3.63284.4117.39160.310.77-
2022/554.77-7.0820.34237.8222.63162.480.76-
2022/458.9520.8846.94183.0523.33145.370.85-
2022/348.7629.4823.53124.114.58124.11.01-
2022/237.66-0.045.4475.349.45114.941.09-
2022/137.68-4.8613.7737.6813.77125.420.99-
2021/1239.6-17.7221.17537.4446.08138.810.92-
2021/1148.14-5.7452.94497.8448.51150.120.85本月售價較去年同月增加,致營業收入增加。
2021/1051.070.2960.5449.748.05155.410.82本月售價較去年同月增加,致營業收入增加。
2021/950.92-4.6749.08398.6346.59156.350.61-
2021/853.422.6966.04347.7146.23153.780.62本月售價較去年同月增加,致營業收入增加。
2021/752.027.5999.22294.343.13145.870.65本月售價較去年同月增加,致營業收入增加。
2021/648.356.2362.43242.2834.97133.970.45本月售價較去年同月增加,致營業收入增加。
2021/545.5113.4494.79193.9329.52125.10.49本月銷售量及售價皆較去年同月增加,致營業收入增加。
2021/440.121.6258.08148.4217.45115.30.53本月銷售量及售價皆較去年同月增加,致營業收入增加。
2021/339.4710.5221.05108.317.24108.310.46-
2021/235.717.846.1668.830.65101.510.49-
2021/133.121.32-4.6733.12-4.6797.270.51-
2020/1232.683.8427.88367.9-9.0995.970.44-
2020/1131.47-1.0830.65335.22-11.5897.450.43-
2020/1031.82-6.8436.99303.75-14.4598.140.43-
2020/934.166.1630.61271.93-18.0592.440.49-
2020/832.1723.21-4.76237.77-22.2188.040.52-
2020/726.11-12.28-27.27205.6-24.3879.240.57-
2020/629.7627.39-2.03179.49-23.9478.50.67-
2020/523.36-7.93-45.29149.73-27.1881.350.65-
2020/425.38-22.17-41.07126.37-22.4291.620.57-
2020/332.61-3.07-28.19100.99-15.72100.990.67-
2020/233.64-3.170.668.38-8.1293.940.72-
2020/134.7435.93-15.2334.74-15.230.0N/A-
2019/1225.566.09-29.33404.7-16.10.0N/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)14360.00.110-0.020377.64-15.141.360-0.0800.420-0.2901.6201.590
2022 (9)14360.0-0.690-1.080445.03-17.19-2.530-3.960-2.220-17.610-11.850-9.90
2021 (8)14360.04.401089.194.041656.52537.4446.0814.04255.4412.141219.5711.82720.8365.241830.1870.131228.2263.51102.65
2020 (7)14360.00.373600.00.230367.9-9.093.9528.250.9201.444700.03.3805.284700.05.284700.0
2019 (6)14360.00.01-99.53-0.150404.7-16.113.08-66.12-0.5400.03-99.52-2.1800.11-99.640.11-99.64
2018 (5)14360.02.1115.931.9811.86482.3918.269.09-4.625.96-5.556.29-1.5628.7611.7330.3416.4230.3316.39
2017 (4)14360.01.8236.841.7725.53407.9221.999.53-3.056.313.16.3911.7125.7425.8726.0636.2326.0636.23
2016 (3)14360.01.3301.410334.411.59.8306.1205.72020.45019.13019.130
2015 (2)14360.0-0.810-1.880299.92-19.23-5.350-9.110-3.870-27.330-11.640-11.620
2014 (1)14360.00.1550.00.1958.33371.33-4.433.5000.7300.5802.7260.02.1654.292.1554.68

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