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)353-0.28-0.281.8813.945.621.581.94-28.834.6468.12-3.5363.262.31-3.5430.73-2.48-7.6310.821.98-24.8110.1412.4221.886.854.42-27.446.6414.095.2312.4911.723.3110.1412.4221.887.3130.6339.04
24Q2 (19)3540.00.01.6547.32-6.781.5576.14-23.272.76146.43-8.9161.8312.3-6.0831.519.18-6.3910.6145.94-27.189.0237.52.386.5664.0-31.65.8247.34-7.0311.1827.33-15.569.0237.52.383.9633.2356.82
24Q1 (18)3540.00.01.1219.15-11.110.8837.5-26.671.12-80.52-11.1155.06-4.38-3.9828.869.61-5.07.27134.52-26.796.5624.48-6.554.0123.46-29.73.9518.62-11.248.7877.02-14.676.5624.48-6.55-8.29-14.02-16.84
23Q4 (17)3540.02.610.94-47.19-29.320.64-71.17-40.195.7519.54-55.757.58-12.22.9726.33-20.86-19.233.10-78.46-65.325.27-36.66-28.41.79-81.04-64.23.33-47.23-27.454.96-58.97-52.225.27-36.66-28.4-6.29-23.31-30.64
23Q3 (16)3540.02.611.780.56-56.92.229.9-37.824.8158.75-59.0365.58-0.38-17.2133.27-1.16-11.0914.39-1.24-31.748.32-5.56-52.519.44-1.56-43.476.310.8-55.7812.09-8.69-47.898.32-5.56-52.517.2120.5239.12
23Q2 (15)3540.03.811.7740.48-50.832.0268.33-50.03.03140.48-60.1865.8314.81-20.0633.6610.8-12.1814.5746.73-34.938.8125.5-38.439.5968.54-47.996.2640.67-48.9413.2428.67-33.638.8125.5-38.438.6817.6140.24
23Q1 (14)3542.613.811.26-5.26-68.581.2012.15-63.751.26-90.29-68.5857.342.54-24.2130.38-6.81-17.069.9311.07-51.87.02-4.62-60.185.6913.8-63.54.45-3.05-67.4510.29-0.87-55.687.02-4.62-60.18-13.43-36.53-28.94
22Q4 (13)3450.01.171.33-67.8-23.561.07-70.03-66.3512.9810.5625.2955.92-29.4-16.4732.60-12.88-12.328.94-57.59-48.657.36-57.9929.125.0-70.06-57.124.59-67.83-22.4710.38-55.269.267.36-57.9929.12-16.61-26.54-40.83
22Q3 (12)3451.171.174.1314.723.773.57-11.63-4.2911.7454.2736.0479.21-3.815.1937.42-2.37-2.0221.08-5.85-7.2217.5222.430.8616.7-9.44-2.414.2716.395.1623.2016.29-0.3417.5222.430.862.512.255.21
22Q2 (11)3410.03.023.60-10.2213.214.0422.0534.227.6189.7858.8782.358.8416.8338.334.646.1222.398.6910.5714.31-18.832.2918.4418.2829.2212.26-10.3116.5419.95-14.08-0.8414.31-18.832.2910.9360.1213.07
22Q1 (10)3410.03.024.01130.46149.073.314.0973.34.01-61.29149.0775.6613.0126.2936.63-1.4815.2620.6018.3252.2517.63209.3120.3715.5933.792.2313.67130.91156.9523.22144.42108.4417.63209.3120.370.9637.09-5.33
21Q4 (9)3410.06.91.74-56.28-2.253.18-14.75183.9310.3620.0571.2466.95-11.098.8437.18-2.6437.6517.41-23.37128.185.70-67.18-30.2311.66-31.85148.615.92-56.374.239.50-59.19-9.095.70-67.18-30.23-2.13-15.564.59
21Q3 (8)3413.026.93.9825.1636.773.7323.92155.488.6380.17102.1175.36.8228.2138.195.7334.3822.7212.2101.7817.3724.1616.1917.1119.9158.8513.5728.9946.5423.2815.7127.8417.3724.1616.1912.2461.3440.76
21Q2 (7)3310.06.773.1897.5273.773.0157.59113.484.79197.52239.7270.4917.6625.2336.1213.6629.620.2549.6765.7113.9974.8854.7614.2775.96107.4110.5297.7485.5420.1280.6149.2613.9974.8854.767.5343.9864.06
21Q1 (6)3313.766.771.61-9.55483.331.9170.541464.291.61-73.39483.3359.91-2.665.7731.7817.6628.8713.5377.33673.318.00-2.08251.528.1172.921054.125.32-6.34506.1111.146.6340.098.00-2.08251.521.07-24.1923.63
20Q4 (5)3190.02.91.78-38.831383.331.12-23.29143.486.0541.690.3361.514.7353.2427.01-4.966.347.63-32.24626.218.17-45.351802.084.69-29.05908.625.68-38.661394.7410.45-42.61331.198.17-45.351802.08--0.00
20Q3 (4)3192.90.02.9159.020.01.463.550.04.27202.840.058.734.330.028.421.970.011.26-7.860.014.9565.380.06.61-3.920.09.2663.320.018.2135.090.014.9565.380.0--0.00
20Q2 (3)3100.00.01.83535.710.01.411107.140.01.41435.710.056.2955.760.027.8713.020.012.22617.80.09.04271.210.06.88909.410.05.67532.820.013.48390.520.09.04271.210.0--0.00
20Q1 (2)3100.00.0-0.42-450.00.0-0.14-130.430.0-0.42-106.970.036.14-9.970.024.66-2.910.0-2.36-62.760.0-5.28-1000.00.0-0.85-46.550.0-1.31-444.740.0-4.64-2.650.0-5.28-1000.00.0--0.00
19Q4 (1)3100.00.00.120.00.00.460.00.06.030.00.040.140.00.025.400.00.0-1.450.00.0-0.480.00.0-0.580.00.00.380.00.0-4.520.00.0-0.480.00.0--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)
2024/1021.730.418.65201.89-3.2863.79N/A-
2024/921.646.010.13180.16-4.5563.261.21-
2024/820.41-3.76-5.08158.52-5.1562.651.22-
2024/721.210.89-5.56138.1-5.1662.841.22-
2024/621.022.04-5.18116.89-5.0961.831.17-
2024/520.61.98-6.9895.87-5.0760.821.18-
2024/420.20.94-6.0775.27-4.5457.261.26-
2024/320.0117.43-12.2355.06-3.9655.061.33-
2024/217.04-5.36-15.0535.051.4953.521.37-
2024/118.01-2.4824.4218.0124.4255.61.32-
2023/1218.47-3.4110.0246.34-15.9657.591.3-
2023/1119.12-4.46.06227.87-17.5460.731.23-
2023/1020.0-7.45-5.22208.75-19.1963.121.19-
2023/921.610.49-13.94188.75-20.4365.581.25-
2023/821.51-4.24-18.16167.14-21.266.141.24-
2023/722.461.29-19.25145.63-21.6366.781.23-
2023/622.170.1-19.29123.17-22.0565.831.3-
2023/522.152.98-19.31101.0-22.6366.471.29-
2023/421.51-5.7-21.5778.85-23.5164.381.33-
2023/322.8113.69-15.8757.34-24.2157.341.52-
2023/220.0638.61-18.2334.54-28.8651.341.7-
2023/114.47-13.87-39.7314.47-39.7349.311.77-
2022/1216.81-6.78-16.88293.167.5255.941.6-
2022/1118.03-14.57-20.3276.369.4764.251.39-
2022/1021.1-15.96-12.46258.3312.4172.51.23-
2022/925.11-4.430.43237.2315.3279.211.14-
2022/826.28-5.523.9212.1117.3881.611.11-
2022/727.811.111.23185.8319.5782.781.09-
2022/627.510.2212.6158.0521.282.391.09-
2022/527.450.0815.87130.5423.1982.01.1-
2022/427.431.1322.64103.0925.2979.081.14-
2022/327.1210.5225.5575.6726.2975.671.14-
2022/224.542.1731.4948.5526.7168.771.26-
2022/124.0118.7622.1724.0122.1766.861.29-
2021/1220.22-10.61-5.02272.6528.266.951.24-
2021/1122.62-6.1610.62252.4331.971.741.16-
2021/1024.11-3.5821.94229.8134.4474.41.12-
2021/925.0-1.1324.3205.736.0875.31.0-
2021/825.291.1438.97180.737.8974.731.01-
2021/725.012.3422.46155.437.7173.131.03-
2021/624.433.1320.93130.441.0870.490.98-
2021/523.695.9327.27105.9746.7267.661.03-
2021/422.363.528.0182.2853.4762.631.11主係美中貿易戰及新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/321.615.7859.2159.9265.7959.921.07主係美中貿易戰及新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/218.66-5.0753.238.3269.7559.561.08主係美中貿易戰及新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/119.66-7.4789.1419.6689.1461.351.04主係美中貿易戰及新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2020/1221.243.8859.92212.625.261.461.01主係美中貿易戰及新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2020/1120.453.4359.93191.381.3560.31.03主係美中貿易戰及新冠肺炎影響趨緩,市場需求逐漸恢復正常所致
2020/1019.77-1.5340.5170.93-2.8958.051.07-
2020/920.0810.3346.22151.12-6.6858.71.14-
2020/818.2-10.8715.73131.04-11.5958.731.14-
2020/720.421.52-3.5112.85-14.8359.141.13-
2020/620.118.04-3.4892.34-17.0656.191.24-
2020/518.616.55-8.9772.22-20.1949.721.41-
2020/417.4728.06-10.7453.61-23.4743.291.61-
2020/313.6411.99-27.4136.21-28.2636.212.08-
2020/212.1817.19-18.8722.57-28.7635.82.1-
2020/110.39-21.45-37.6710.39-37.6736.412.07-
2019/1213.233.48-22.01202.05-31.120.0N/A-
2019/1112.79-9.13-44.44188.81-31.670.0N/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)3542.615.74-55.476.08-49.29246.33-15.9731.08-14.9710.76-43.47.44-49.4226.51-52.4225.4-56.3420.35-54.57
2022 (9)3451.1712.8924.7811.991.44293.157.5236.551.5319.011.3314.7127.1455.728.9358.1830.0144.7926.81
2021 (8)3416.910.3371.3111.82207.01272.6528.236.0032.2118.76130.1811.5744.8151.15195.3244.7594.3135.3283.01
2020 (7)3192.96.030.333.85-33.85212.675.2327.23-18.768.15-31.47.99-1.617.32-27.8623.034.2119.33.49
2019 (6)3106.166.01-67.145.82-64.05202.1-31.133.52-15.4611.88-45.78.12-51.2924.01-62.622.1-63.7518.65-65.41
2018 (5)2924.2918.2987.5916.1974.65293.3338.5939.6510.6621.8838.3916.6756.6764.1991.960.96116.7953.9296.93
2017 (4)2801.829.75102.289.27106.0211.6531.3135.838.9415.8175.6710.6478.5233.45130.5328.12136.327.38106.33
2016 (3)2752.234.82-20.594.50-7.02161.188.3132.89-8.239.00-29.635.96-36.3914.51-23.7511.9-35.1113.27-19.18
2015 (2)2693.076.07-33.734.84-27.0148.81-1.3735.84-6.6212.79-32.269.37-37.6619.03-33.1818.34-37.016.42-31.73
2014 (1)2612.769.1615.516.6323.93150.8721.2538.38018.88015.03028.4820.2229.1116.2524.0518.94

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