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)2810.00.00.36-12.2620.00.42-16.0600.00.66120.0200.031.22-8.39-1.3611.211.8279.074.831.9519.233.24-4.71653.491.51-6.79504.01.01-12.93621.434.286.47520.293.24-4.71653.495.12230.27319.78
24Q2 (19)2810.00.00.41472.73213.890.50655.561350.00.30372.7376.4734.0818.62-1.5911.0175.6152.524.74840.62829.233.40403.57215.651.621000.0804.351.16462.5213.734.02562.07221.453.40403.57215.657.24148.87240.28
24Q1 (18)2810.00.0-0.11-175.0-120.75-0.09-175.0-115.0-0.11-161.11-120.7528.73-4.14-11.116.27-7.25-47.44-0.64-159.81-109.55-1.12-220.0-124.19-0.18-156.25-108.33-0.32-190.91-121.33-0.87-123.08-114.19-1.12-220.0-124.19-4.72-177.50-37.50
23Q4 (17)2810.00.0-0.04-180.0-144.440.12100.020.00.18-18.18-93.1829.97-5.31-7.786.767.99-16.131.0737.18-58.37-0.35-181.4-146.670.3228.0-61.9-0.11-178.57-145.83-0.39-156.52-115.92-0.35-181.4-146.67-6.96-33.05175.00
23Q3 (16)2810.00.00.05113.89150.00.06250.0-64.710.2229.41-91.4131.65-8.61-22.486.2643.58-9.280.78220.0-38.10.43114.63230.770.25208.7-50.980.14113.73180.00.69120.85245.00.43114.63230.77-0.73-27.0171.66
23Q2 (15)2810.00.0-0.36-167.92-127.91-0.04-106.67-102.530.17-67.92-93.3134.637.15-22.514.36-63.45-77.86-0.65-109.7-105.09-2.94-163.5-136.25-0.23-110.65-104.03-1.02-168.0-128.18-3.31-154.0-130.2-2.94-163.5-136.253.30160.49196.66
23Q1 (14)2810.00.00.53488.89-57.60.60500.0-51.220.53-79.92-57.632.32-0.55-27.3111.9348.01-29.866.70160.7-33.734.63517.33-41.092.16157.14-51.891.5525.0-57.026.13150.2-39.844.63517.33-41.09-10.47419.44229.41
22Q4 (13)2810.00.00.09350.0-94.230.10-41.18-93.672.643.13-38.4632.5-20.4-28.548.0616.81-61.512.57103.97-81.630.75476.92-92.20.8464.71-86.790.24380.0-94.512.451125.0-82.30.75476.92-92.2-14.52125.78-65.21
22Q3 (12)2810.00.00.02-98.45-98.460.17-89.24-87.592.560.79-6.2340.83-8.643.186.90-64.96-65.61.26-90.14-90.160.13-98.4-98.590.51-91.07-89.940.05-98.62-98.630.20-98.18-98.370.13-98.4-98.59-4.06-47.62-30.39
22Q2 (11)2810.00.01.293.230.31.5828.4656.442.54103.276.3944.690.5219.0119.6915.7614.7412.7826.4124.568.113.189.595.7127.1748.313.623.7230.2210.967.568.098.113.189.59-0.86-8.343.16
22Q1 (10)2810.00.01.25-19.87177.781.23-22.15115.791.25-70.86177.7844.46-2.2449.2417.01-18.7718.9510.11-27.7351.87.86-18.387.594.49-29.4126.773.49-20.14179.210.19-26.3787.327.86-18.387.596.350.06-3.41
21Q4 (9)2810.0-0.711.5620.0321.621.5815.33378.794.2957.141028.9545.4814.9460.5420.944.3972.213.999.21183.779.624.45161.416.3625.44354.294.3720.05320.1913.8412.7159.669.624.45161.4110.1625.6625.48
21Q3 (8)2810.00.01.3031.31465.221.3735.64448.02.7389.5827200.039.575.3843.2120.0616.9100.612.8124.85256.829.2124.46291.915.0731.69412.123.6430.94460.012.2821.1256.989.2124.46291.9115.7175.6656.41
21Q2 (7)2810.0-1.060.99120.02575.01.0177.193266.671.44220.0785.7137.5526.0543.1617.1620.0179.0210.2654.052750.07.4076.611950.03.8594.444177.782.78122.42627.2710.1486.42573.177.4076.611950.015.6070.8174.96
21Q1 (6)281-0.71-1.750.4521.62364.710.5772.731050.00.4518.42364.7129.795.1527.214.3017.6114.716.6635.091268.424.1913.86295.791.9841.431623.081.2520.19350.05.442.06372.04.1913.86295.793.8441.2452.37
20Q4 (5)2830.71-0.70.3760.8768.180.3332.03.130.383700.0-59.5728.332.53-0.1412.1621.631.744.9337.3323.563.6856.665.771.441.4123.891.0460.065.085.3354.9475.913.6856.665.77--0.00
20Q3 (4)281-1.060.00.23675.00.00.25733.330.00.01104.760.027.635.340.010.0062.60.03.59897.220.02.35687.50.00.991000.00.00.65690.910.03.44939.020.02.35687.50.0--0.00
20Q2 (3)284-0.70.0-0.0476.470.00.03150.00.0-0.21-23.530.026.2312.00.06.15-7.660.00.36163.160.0-0.4081.310.00.09169.230.0-0.1178.00.0-0.4179.50.0-0.4081.310.0--0.00
20Q1 (2)2860.350.0-0.17-177.270.0-0.06-118.750.0-0.17-118.090.023.42-17.450.06.66-27.840.0-0.57-114.290.0-2.14-196.40.0-0.13-111.50.0-0.5-179.370.0-2.00-166.010.0-2.14-196.40.0--0.00
19Q4 (1)2850.00.00.220.00.00.320.00.00.940.00.028.370.00.09.230.00.03.990.00.02.220.00.01.130.00.00.630.00.03.030.00.02.220.00.0--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)
2024/109.01-3.3-10.52103.04-5.1729.7N/A-
2024/99.32-18.06-10.8294.03-4.6331.221.37-
2024/811.378.030.5384.71-3.8932.361.32-
2024/710.530.646.5373.34-4.5433.341.28-
2024/610.46-15.32-1.562.81-6.1834.081.32-
2024/512.359.591.4152.35-7.0634.281.32-
2024/411.275.73-4.7240.0-9.428.541.58-
2024/310.6661.4-13.9428.73-11.1228.731.55-
2024/26.6-42.38-42.5718.07-9.3728.141.58-
2024/111.4613.8335.911.4635.931.361.42-
2023/1210.072.44-2.5128.57-20.8729.971.38-
2023/119.83-2.4-12.1118.5-22.1130.351.36-
2023/1010.07-3.62-8.35108.67-22.9131.841.3-
2023/910.45-7.62-22.6698.6-24.1431.651.41-
2023/811.3114.48-19.2688.15-24.3131.821.4-
2023/79.88-6.95-25.7276.84-25.032.681.36-
2023/610.62-12.81-26.6466.95-24.8934.631.2-
2023/512.182.96-19.9456.33-24.5536.41.15-
2023/411.83-4.49-21.144.15-25.7335.721.17-
2023/312.397.7-35.8632.32-27.332.321.4-
2023/211.536.361.8519.93-20.7230.261.5-
2023/18.43-18.34-39.128.43-39.1229.951.51-
2022/1210.33-7.63-31.88162.486.6232.51.45-
2022/1111.181.74-25.5152.1510.8735.691.32-
2022/1010.99-18.67-28.18140.9715.3438.521.22-
2022/913.51-3.561.03129.9821.5740.831.11-
2022/814.015.324.58116.4624.5141.791.08-
2022/713.3-8.13.96102.4527.8443.01.05-
2022/614.48-4.8410.1289.1532.3844.691.27-
2022/515.211.4616.2474.6737.7849.521.15-
2022/415.0-22.3632.5359.4644.6445.61.25-
2022/319.3171.0459.3844.4649.2444.461.3主要係鎳價上漲帶動不銹鋼產品價格上漲致營收增加
2022/211.29-18.555.825.1542.2940.311.43主要係鎳價上漲帶動不銹鋼產品價格上漲致營收增加
2022/113.86-8.6232.913.8632.944.031.31-
2021/1215.161.046.55152.3944.2945.481.35-
2021/1115.01-1.962.61137.2344.0443.691.41主要係鎳價上漲帶動不銹鋼產品價格上漲致營收增加
2021/1015.314.4174.74122.2142.0542.081.46主要係鎳價上漲帶動不銹鋼產品價格上漲致營收增加
2021/913.38-0.1736.41106.9138.3539.571.27-
2021/813.44.753.1593.5438.6339.341.28主要係鎳價上漲帶動不銹鋼產品價格上漲致營收增加
2021/712.8-2.6541.080.1436.4639.031.29-
2021/613.150.4454.0667.3435.6437.551.14係鎳價上漲帶動不銹鋼產品價格上漲致營收增加
2021/513.0915.6756.754.1931.8136.521.17主要係歐美疫情趨緩及國內客戶需求增加所致
2021/411.31-6.6321.0741.125.4730.681.39-
2021/312.1267.229.4129.7927.2229.791.45-
2021/27.25-30.48-5.1617.6725.7628.021.54-
2021/110.430.7662.6210.4362.6230.01.44今年元月份較去年同期,工作天數增加33%;鎳價上漲致營收增加28.5%
2020/1210.3512.070.75105.61-11.8728.331.5-
2020/119.235.4113.2495.26-13.0527.791.53-
2020/108.76-10.68-11.9586.03-15.1727.311.56-
2020/99.812.06-3.9477.27-15.5227.631.51-
2020/88.75-3.6-18.0567.47-16.9726.361.58-
2020/79.086.36-18.1158.72-16.8125.961.61-
2020/68.532.16-8.1849.64-16.5726.231.52-
2020/58.35-10.62-22.9741.11-18.1227.061.47-
2020/49.34-0.2-3.1232.76-16.7926.351.51-
2020/39.3622.53-17.6823.42-21.2223.421.86-
2020/27.6419.22.0714.05-23.4224.321.79-
2020/16.41-37.57-40.996.41-40.9924.831.75-
2019/1210.2725.9617.11119.84-10.590.0N/A-
2019/118.15-18.03-20.85109.57-12.530.0N/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)2810.00.18-93.180.74-75.97128.57-20.877.29-45.681.95-72.570.40-91.232.5-78.350.94-90.880.51-93.12
2022 (9)2810.02.64-38.463.08-32.01162.486.6213.42-27.387.11-37.254.56-42.2811.55-33.1210.31-37.827.41-38.51
2021 (8)281-0.714.291028.954.53723.64152.3944.318.48108.1111.33410.367.90666.9917.27634.8916.58781.9112.051015.74
2020 (7)283-0.70.38-59.570.55-58.65105.61-11.878.88-12.682.22-46.631.03-54.022.35-52.811.88-52.161.08-59.7
2019 (6)2853.260.94-52.281.33-46.15119.84-10.5910.17-23.764.16-40.832.24-44.834.98-47.193.93-50.442.68-50.74
2018 (5)2761.471.970.02.474.66134.046.0313.344.717.036.034.06-4.699.4312.537.9310.915.441.12
2017 (4)272-1.811.9782.412.3636.42126.4215.2812.748.76.6325.574.2656.048.3844.737.1582.45.3879.93
2016 (3)277-2.811.0801.730109.66-6.411.72140.665.2802.7305.7903.9202.990
2015 (2)28510.04-1.010-0.490117.16-16.074.87-55.16-1.600-2.450-1.880-3.360-2.870
2014 (1)2590.781.51906.671.88261.54139.597.5110.8604.3502.8006.07237.224.7543.843.91928.95

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。