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)348-0.57-0.57-0.72-1700.0-30.91-0.76-1420.0-31.03-1.28-128.5732.9832.033.9926.4-5.86-398.98-10.15-8.28-1523.53-4.68-7.82-1529.17-3.44-2.65-1556.25-32.5-2.5-1566.67-30.21-7.82-1529.17-3.44-7.82-1529.17-3.4410.89-803.85-664.63
24Q2 (19)3500.00.0-0.0492.3197.14-0.0590.7496.53-0.56-7.6959.1230.817.786.571.96144.04113.13-0.5192.9597.06-0.4893.0697.16-0.1691.5396.81-0.1591.7196.93-0.4893.0697.16-0.4893.0697.1620.2576.1673.59
24Q1 (18)3500.00.0-0.5260.0-1833.33-0.5456.45-2600.0-0.5283.85-1833.3326.1522.71-17.01-4.4573.79-320.3-7.2364.37-2482.14-6.9267.59-2332.26-1.8956.25-2000.0-1.8160.22-1910.0-6.9267.59-2332.26-6.9267.59-2332.263.41-38.18-28.67
23Q4 (17)3500.00.0-1.30-136.36-306.25-1.24-113.79-359.26-3.22-68.59-403.1221.31-15.9-37.25-16.98-219.17-4041.46-20.29-156.51-627.24-21.35-182.41-554.91-4.32-116.0-354.74-4.55-136.98-309.91-21.35-182.41-554.91-21.35-182.41-554.91-14.11-37.83-27.04
23Q3 (16)3500.00.0-0.5560.7156.35-0.5859.7256.06-1.91-39.42-478.7925.34-12.32-12.04-5.3264.3760.5-7.9154.3850.25-7.5655.2750.62-2.060.0856.33-1.9260.6656.46-7.5655.2750.62-7.5655.2750.62-10.30-2352.98-3520.14
23Q2 (15)3500.00.0-1.40-4766.67-1372.73-1.44-7100.0-14300.0-1.37-4666.67-247.3128.9-8.28-22.08-14.93-839.11-958.05-17.34-6092.86-34580.0-16.90-5551.61-1790.0-5.01-5466.67-24950.0-4.88-4980.0-1418.92-16.90-5551.61-1790.0-16.90-5551.61-1790.0-7.74-2328.64-3503.70
23Q1 (14)3500.00.00.03109.38-96.39-0.0292.59-102.60.03104.69-96.3931.51-7.21-21.892.02592.68-76.26-0.2889.96-104.210.31109.51-95.69-0.0990.53-103.360.1109.01-96.550.31109.51-95.690.31109.51-95.695.3391.9986.07
22Q4 (13)3500.00.0-0.3274.6-123.19-0.2779.55-120.0-0.64-93.94-114.1333.9617.88-23.77-0.4196.96-103.16-2.7982.45-126.47-3.2678.71-130.07-0.9579.26-120.21-1.1174.83-122.98-3.2678.71-130.07-3.2678.71-130.07-2.22-585.43-6510.23
22Q3 (12)3500.00.0-1.26-1245.45-158.6-1.32-13100.0-156.65-0.33-135.48-110.4828.81-22.32-43.39-13.47-874.14-175.72-15.90-31700.0-199.94-15.31-1631.0-203.66-4.58-22800.0-156.54-4.41-1291.89-158.72-15.31-1631.0-203.66-15.31-1631.0-203.66-15.19-666.10-6600.65
22Q2 (11)3500.00.00.11-86.75-87.06-0.01-101.3-101.230.9312.05-7.9237.09-8.06-11.771.74-79.55-79.74-0.05-100.75-100.741.00-86.09-85.8-0.02-100.75-100.710.37-87.24-87.51.00-86.09-85.81.00-86.09-85.8-8.75-63.30-72.13
22Q1 (10)3500.00.00.83-39.86418.750.77-42.96450.00.83-81.68418.7540.34-9.4531.668.51-34.39104.086.65-36.91323.577.19-33.67295.052.68-42.98458.332.9-39.96417.867.19-33.67295.057.19-33.67295.05-10.96-37.84-42.51
21Q4 (9)3500.00.01.38-35.81560.01.35-42.06446.154.5343.81338.4244.55-12.4684.1712.97-27.09692.2410.54-33.75300.3810.84-26.61353.864.7-41.98470.084.83-35.69568.9310.84-26.61375.1310.84-26.61353.864.2958.5672.80
21Q3 (8)3500.00.02.15152.941164.712.33187.654560.03.15211.88295.6550.8921.0574.0417.79107.1432.6315.91136.052310.6114.77109.8642.218.1186.224163.167.51153.721194.8314.77109.8642.2114.77109.8642.2129.13292.10333.11
21Q2 (7)3500.0-1.410.85431.25426.920.81478.57258.821.01531.25157.0642.0437.2158.888.59106.0349.716.74329.3200.37.04286.81301.722.83489.58258.992.96428.57421.747.04286.81301.727.04286.81301.7231.94292.29307.24
21Q1 (6)3500.00.00.16153.33110.60.14135.9109.930.16108.42110.630.6426.667.894.17290.41128.621.57129.85109.081.82142.62109.790.48137.8109.780.56154.37110.611.82146.19109.791.82142.62109.794.70-61.57-372.05
20Q4 (5)3500.00.0-0.30-276.4782.04-0.39-880.075.16-1.90-18.01-4850.024.19-17.27-5.73-2.19-165.5787.56-5.26-896.9775.31-4.27-314.5781.29-1.27-768.4276.78-1.03-277.5982.42-3.94-297.9982.73-4.27-314.5781.29--0.00
20Q3 (4)350-1.410.00.17165.380.00.05109.80.0-1.619.040.029.2410.510.03.34197.090.00.66109.820.01.99157.020.00.19110.670.00.58163.040.01.99157.020.01.99157.020.0--0.00
20Q2 (3)3551.430.0-0.2682.780.0-0.5163.830.0-1.77-17.220.026.46-6.830.0-3.4476.390.0-6.7261.160.0-3.4981.230.0-1.7863.750.0-0.9282.580.0-3.4981.230.0-3.4981.230.0--0.00
20Q1 (2)3500.00.0-1.519.580.0-1.4110.190.0-1.51-3875.00.028.410.680.0-14.5717.260.0-17.3018.780.0-18.5918.540.0-4.9110.240.0-5.289.90.0-18.5918.540.0-18.5918.540.0--0.00
19Q4 (1)3500.00.0-1.670.00.0-1.570.00.00.040.00.025.660.00.0-17.610.00.0-21.300.00.0-22.820.00.0-5.470.00.0-5.860.00.0-22.820.00.0-22.820.00.0--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)
2024/1111.68-9.258.7113.5213.7933.64N/A本期銷售量較去年同期明顥增加
2024/1012.8641.1993.32101.8510.2134.19N/A本期較去年同期增加主要係本期銷售量較去年同期明顯增加
2024/99.11-25.58.4788.993.7632.030.95-
2024/812.2214.2340.3179.883.2532.390.94-
2024/710.713.0329.9367.66-1.4431.910.95-
2024/69.47-19.3922.6256.95-5.7230.80.81-
2024/511.7422.4713.7647.49-9.8730.550.81-
2024/49.594.03-11.6835.74-15.6326.410.94-
2024/39.2221.29-19.2326.15-16.9926.150.74-
2024/27.6-18.59-37.4916.93-15.7224.240.8-
2024/19.3427.8217.69.3417.623.990.81-
2023/127.3-0.72-23.23107.07-23.821.310.88-
2023/117.3610.59-41.5899.76-23.8422.40.83-
2023/106.65-20.77-45.2992.41-21.9623.760.79-
2023/98.4-3.63-18.485.76-19.2925.340.84-
2023/88.715.78-19.8777.36-19.3824.670.87-
2023/78.246.6713.0568.65-19.3226.280.81-
2023/67.72-25.21-19.5460.41-22.3528.90.9-
2023/510.32-4.92-23.1352.69-22.7532.60.8-
2023/410.86-4.86-24.7642.37-22.6534.430.75-
2023/311.41-6.11-28.5831.51-21.931.510.86-
2023/212.1653.152.3120.09-17.5129.610.92-
2023/17.94-16.55-36.397.94-36.3930.040.9-
2022/129.51-24.46-23.32140.52-16.4234.270.64-
2022/1112.593.57-18.53131.01-15.8735.040.63-
2022/1012.1618.18-27.13118.41-15.5733.320.66-
2022/910.29-5.37-40.39106.25-14.0128.450.91-
2022/810.8749.24-35.1695.96-9.7327.760.94-
2022/77.29-24.08-56.7885.09-4.9730.310.86因市場需求減少,本期銷售單價及銷售數量均較去年同期明顯減少。
2022/69.6-28.54-37.6777.817.0437.461.01-
2022/513.43-6.94-9.7768.2119.0643.850.86-
2022/414.43-9.6822.7754.7829.1842.30.89-
2022/315.9834.522.3940.3431.6540.340.9-
2022/211.88-4.7971.0824.3638.5136.770.99受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2022/112.480.5917.2612.4817.2640.350.9-
2021/1212.41-19.7445.01168.1355.2644.550.89受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/1115.46-7.3582.23155.7256.1449.410.8受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/1016.69-3.32133.47140.2653.7150.720.78受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/917.262.9366.93123.5846.9450.890.71受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/816.77-0.5371.37106.3244.1349.030.74受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/716.869.4885.0289.5539.9747.150.77受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/615.43.4455.0972.6932.4842.040.55受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/514.8926.6263.957.2927.4939.70.58受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/411.76-9.9657.8242.418.2631.760.73受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/313.0687.9925.1830.647.8930.640.77-
2021/26.95-34.74-30.3417.59-2.1426.140.9-
2021/110.6424.3832.9910.6432.9927.680.85-
2020/128.560.856.15108.29-12.3224.190.9-
2020/118.4818.6910.7699.73-13.6125.970.84-
2020/107.15-30.87-28.0891.25-15.3427.270.8-
2020/910.345.66-15.2984.1-14.0529.240.78-
2020/89.797.39-16.473.76-13.8728.830.79-
2020/79.11-8.22-17.4263.97-13.4728.120.81-
2020/69.939.31-3.8254.86-12.7826.460.87-
2020/59.0821.92-10.0244.93-14.5426.960.86-
2020/47.45-28.58-35.135.85-15.6127.850.83-
2020/310.434.61-23.3628.4-8.428.40.85-
2020/29.9724.5817.7417.973.326.030.93-
2020/18.0-0.71-10.388.0-10.380.0N/A-
2019/128.065.23-18.42123.51-16.990.0N/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)3500.0-3.220-3.280107.07-23.64-8.070-10.670-10.510-11.430-11.250-11.250
2022 (9)3500.0-0.640-0.820140.21-16.610.04-99.66-2.040-1.600-2.860-2.250-2.250
2021 (8)3500.04.5304.630168.1355.2611.7309.5809.43016.11015.86015.860
2020 (7)3500.0-1.900-2.260108.29-12.32-4.250-7.180-6.150-7.770-6.580-6.660
2019 (6)3500.00.040-3.010123.51-17.0-5.460-8.2100.120-10.1400.4900.150
2018 (5)3500.0-4.120-4.000148.8-21.34-7.120-9.360-9.690-13.930-14.430-14.420
2017 (4)3500.00.69-52.080.50-53.7189.1845.292.86-51.110.93-71.211.29-66.671.76-58.12.43-55.492.43-51.69
2016 (3)3500.01.4401.080130.21-11.865.8503.2303.8704.205.4605.030
2015 (2)3500.0-2.660-3.040147.73-28.84-5.070-7.420-6.540-10.960-9.680-9.30
2014 (1)3500.01.0001.140207.612.04.2502.2001.7904.5604.0903.510

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