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)19600.77-0.41-0.39-680.0-1850.00.01-94.74-96.43-0.41-1266.67-355.56167.38-15.79-11.495.88-29.75-39.63-1.30-187.84-148.87-5.19-408.82-737.1-2.18-174.15-143.43-7.64-748.89-1719.05-5.96-618.07-1168.09-5.19-408.82-737.1-7.04-515.00-63.44
24Q2 (19)19450.0-1.42-0.05-350.037.50.19-32.14-29.63-0.03-250.057.14198.761.717.988.37-20.29-7.921.48-43.08-43.3-1.02-251.7231.082.94-42.13-38.75-0.9-364.7141.56-0.83-8400.027.19-1.02-251.7231.083.93-122.833.93
24Q1 (18)1945-0.92-1.570.02104.35100.00.2840.047.370.02103.64100.0195.416.1511.2210.5019.0517.452.60106.3520.37-0.2994.83-61.115.08118.0334.040.34103.78161.540.01100.18-83.33-0.2994.83-61.111.75-1047.835.71
23Q4 (17)1963-0.25-1.01-0.46-2200.0-142.110.20-28.5711.11-0.55-511.11-234.15184.09-2.657.138.82-9.45-6.171.26-52.63-3.82-5.61-804.84-103.262.33-53.593.1-8.99-2040.48-144.29-5.70-1112.77-95.21-5.61-804.84-103.260.05-1062.50-12.44
23Q3 (16)1968-0.25-0.86-0.0275.089.470.283.7211.11-0.09-28.57-115.25189.112.74-7.29.747.157.742.661.92638.89-0.6258.1174.495.024.58587.67-0.4272.7388.98-0.4758.7780.42-0.6258.1174.493.75-412.5022.91
23Q2 (15)1973-0.154.34-0.08-900.0-136.360.2742.11-12.9-0.07-800.0-108.54184.074.77-19.859.091.68-22.442.6120.83-26.89-1.48-722.22-192.54.826.65-41.46-1.54-1284.62-136.49-1.14-2000.0-140.71-1.48-722.22-192.53.51-397.3723.84
23Q1 (14)1976-0.354.490.01105.26-98.330.195.56-59.570.01-97.56-98.33175.692.25-24.18.94-4.89-30.912.1664.89-57.81-0.1893.48-103.73.7967.7-68.020.13103.53-98.860.06102.05-99.0-0.1893.48-103.7-6.7152.6352.78
22Q4 (13)1983-0.14.87-0.190.0-132.20.18100.0-63.270.41-30.51-85.09171.83-15.68-27.989.403.98-23.891.31263.89-69.89-2.76-13.58-159.742.26209.59-78.23-3.683.41-133.03-2.92-21.67-158.05-2.76-13.58-159.74-13.47-93.1814.52
22Q3 (12)19854.974.97-0.19-186.36-119.790.09-70.97-84.750.59-28.05-72.69203.78-11.27-16.379.04-22.87-31.880.36-89.92-94.17-2.43-251.87-132.40.73-91.1-95.15-3.81-190.28-120.99-2.40-185.71-127.03-2.43-251.87-132.4-6.02-124.84-52.50
22Q2 (11)18910.00.00.22-63.33-64.520.31-34.04-42.590.8236.67-31.67229.67-0.78-0.711.72-9.43-0.513.57-30.27-42.141.60-67.08-68.578.2-30.8-42.544.22-62.85-63.92.80-53.41-58.081.60-67.08-68.57-1.88-30.82-19.06
22Q1 (10)18910.00.00.601.693.450.47-4.0820.510.60-78.183.45231.48-2.9823.8512.944.7821.275.1217.7-10.024.865.19-18.4611.8514.1611.4811.361.972.96.0119.48-20.084.865.19-18.46-2.53-18.43-10.52
21Q4 (9)18910.0-0.160.59-38.54156.520.49-16.9596.02.7527.31605.13238.6-2.0846.4912.35-6.9361.864.35-29.6136.794.62-38.490.1210.38-31.03100.3911.14-38.62159.675.03-43.3676.494.62-38.490.121.638.15-3.84
21Q3 (8)18910.0-0.210.9654.8457.380.599.26156.522.1680.01250.0243.675.3576.9613.2712.6551.146.180.1657.657.5047.35-6.7215.055.47179.2218.1555.2658.248.8832.93-1.667.5047.35-6.7214.5530.8723.86
21Q2 (7)18910.0-0.370.626.9321.430.5438.46440.01.20106.9372.73231.323.7681.9711.7810.486.396.178.441567.575.09-14.6210.8914.2734.242936.1711.695.89321.46.68-11.17224.865.09-14.6210.8919.2679.5347.23
21Q1 (6)1891-0.16-0.370.58152.17462.50.3956.0387.50.5848.72462.5186.914.7547.7110.6739.8450.715.6978.932373.915.96145.27287.4210.63105.213565.5211.04157.34452.727.52163.86313.645.96145.27287.4216.5244.9332.35
20Q4 (5)1894-0.05-0.990.23-62.3204.550.258.7600.00.39143.75153.42162.8818.2916.277.63-13.1137.693.18-18.88278.652.43-69.78166.765.18-3.9307.24.29-62.6203.122.85-68.44170.22.43-69.78166.76--0.00
20Q3 (4)1895-0.160.00.61317.860.00.23130.00.00.16136.360.0137.78.330.08.7838.920.03.92959.460.08.04275.160.05.391046.810.011.47317.230.09.03268.790.08.04275.160.0--0.00
20Q2 (3)18980.00.0-0.28-75.00.00.1025.00.0-0.44-175.00.0127.110.460.06.32-10.730.00.3760.870.0-4.59-44.340.00.4762.070.0-5.28-68.690.0-5.35-51.990.0-4.59-44.340.0--0.00
20Q1 (2)1898-0.780.0-0.1627.270.00.08260.00.0-0.1678.080.0126.53-9.680.07.08120.560.00.23112.920.0-3.1812.640.00.29111.60.0-3.1324.760.0-3.5213.30.0-3.1812.640.0--0.00
19Q4 (1)19130.00.0-0.220.00.0-0.050.00.0-0.730.00.0140.090.00.03.210.00.0-1.780.00.0-3.640.00.0-2.50.00.0-4.160.00.0-4.060.00.0-3.640.00.0--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)
2024/1058.210.0-7.37619.761.31168.29N/A-
2024/958.2112.24-14.07561.552.31167.350.62-
2024/851.87-9.43-18.18503.344.62171.560.61-
2024/757.27-8.26-1.2451.478.08188.240.55-
2024/662.43-8.928.14394.219.57198.80.54-
2024/568.541.0415.4331.789.85199.460.54-
2024/467.837.530.31263.248.49193.590.55-
2024/363.080.64-7.91195.4111.65195.410.58-
2024/262.68-10.016.7132.3224.23191.550.6-
2024/169.6517.5931.8969.6531.89192.690.59-
2023/1259.23-7.199.37734.75-12.17185.890.56-
2023/1163.821.5520.12675.52-13.66194.410.54-
2023/1062.84-7.24-2.4611.7-16.12193.980.54-
2023/967.756.87-0.08548.86-17.45189.110.56-
2023/863.399.36-8.65481.11-19.42179.080.59-
2023/757.960.41-12.94417.72-20.84175.090.6-
2023/657.73-2.8-13.79359.76-21.98184.740.58-
2023/559.4-12.15-27.02302.03-23.37195.520.54-
2023/467.62-1.29-16.84242.63-22.43189.830.56-
2023/368.5127.56-13.21175.02-24.39175.020.62-
2023/253.71.7-29.54106.51-30.17160.660.68-
2023/152.81-2.48-30.852.81-30.8160.080.68-
2022/1254.151.92-34.27836.6-7.09171.670.58-
2022/1153.13-17.49-33.68782.45-4.35185.330.54-
2022/1064.39-5.04-15.41729.32-1.17201.590.49-
2022/967.81-2.28-14.93664.940.46203.790.59-
2022/869.394.22-12.88597.132.57202.940.59-
2022/766.58-0.57-21.33527.735.02214.940.56-
2022/666.97-17.72-21.29461.1510.36229.670.64-
2022/581.390.097.7394.1918.46241.640.6-
2022/481.313.015.49312.7921.62236.470.62-
2022/378.943.5517.24231.4823.93231.480.55-
2022/276.23-0.1233.29152.5427.7234.930.55-
2022/176.32-7.3622.5776.3222.57238.820.54-
2021/1282.392.8354.83900.4662.55238.620.59營收成長係因銷售量及售價皆明顯較去年同期提升所致
2021/1180.115.2443.96818.0863.37235.950.6營收成長係因銷售量及售價皆明顯較去年同期提升所致
2021/1076.12-4.5141.57737.9765.79235.490.6銷售量及售價皆明顯較去年同期提升所致
2021/979.720.0762.38661.8569.12244.010.65銷售量及售價皆明顯較去年同期提升所致
2021/879.66-5.8966.6582.1370.09249.390.63銷售量及售價皆明顯較去年同期提升所致
2021/784.64-0.52107.48502.4770.65245.30.65銷售量及售價皆明顯較去年同期提升所致
2021/685.0912.5995.84417.8364.73231.060.55銷售量及售價皆明顯較去年同期提升所致
2021/575.577.3380.19332.7458.3213.30.59銷售量及售價皆明顯較去年同期提升所致
2021/470.44.5668.73257.1852.84194.920.65銷售量及售價皆明顯較去年同期提升所致
2021/367.3317.7327.32186.7747.61186.770.57-
2021/257.19-8.1457.79119.4562.17172.650.62110年2月銷售量及售價皆明顯較去年同期提升所致
2021/162.2617.0166.4162.2666.41171.110.62110年1月銷售量及售價皆明顯較去年同期提升所致
2020/1253.21-4.384.73553.95-7.18162.620.52-
2020/1155.653.4927.64500.75-8.29158.50.54-
2020/1053.779.5217.9445.1-11.41150.670.57-
2020/949.092.67-1.64391.33-14.33137.70.57-
2020/847.8117.2-8.74342.24-15.89132.050.6-
2020/740.79-6.1-23.96294.43-16.95126.180.62-
2020/643.453.59-1.81253.64-15.7127.110.58-
2020/541.940.5-20.85210.19-18.09136.540.54-
2020/441.72-21.09-19.66168.26-17.37130.840.56-
2020/352.8845.9-5.38126.53-16.59126.530.66-
2020/236.24-3.13-28.0173.65-23.13124.460.67-
2020/137.41-26.35-17.7237.41-17.72131.810.63-
2019/1250.816.54-0.05596.84-18.940.0N/A-
2019/1143.59-4.4-15.41546.04-20.340.0N/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)1963-1.01-0.5500.94-11.32732.95-12.419.16-16.192.18-20.73-1.98015.94-30.85-13.380-10.820
2022 (9)19834.870.41-85.091.06-47.0836.76-7.0810.93-9.742.75-50.810.62-89.3123.05-54.210.43-83.498.1-84.43
2021 (8)1891-0.162.75605.132.00203.03900.4762.4812.1161.685.59174.025.80523.6650.33344.2263.16983.3652.03607.89
2020 (7)1894-0.990.3900.660554.22-7.157.4975.412.0400.93011.3305.8307.350
2019 (6)19131.97-0.730-0.160596.88-19.184.27-46.63-1.500-2.850-8.950-19.850-14.010
2018 (5)18763.020.16-78.670.72-20.0738.563.798.00-9.61.97-36.660.36-80.9514.59-34.013.56-80.283.09-77.4
2017 (4)18216.00.75-48.630.90-40.79711.5934.658.85-35.123.11-57.221.89-58.022.11-42.4818.05-46.4713.67-45.36
2016 (3)17180.01.4601.5297.4528.476.1513.6483.337.27320.234.50038.44345.9433.72025.020
2015 (2)17183.0-0.5600.7714.93497.85-17.87.441.641.73-27.31-3.2408.62-40.22-15.970-9.540
2014 (1)16682.020.7457.450.673.08605.6710.47.3202.3801.55014.4228.6413.6121.1412.3960.49

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