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(%)
24Q4 (20)494.264.26-0.53-32.5-1.92-0.24-9.0938.46-0.30-225.044.443.4417.4146.384.96208.071092.0-2.2036.0569.86-7.52-16.2327.34-0.0820.052.94-0.26-36.84-8.33-6.25-1.9632.36-7.52-16.2327.342.30-99.03-164.54
24Q3 (19)470.00.0-0.40-165.57-273.91-0.22-320.018.520.24-62.51300.02.93-12.830.221.61-74.0326.77-3.44-343.9732.42-6.47-175.32-231.5-0.1-300.09.09-0.19-165.52-272.73-6.13-170.62-213.73-6.47-175.32-231.520.66883.88-82.22
24Q2 (18)470.00.00.611933.33260.530.10155.56200.00.642033.33346.153.3654.1351.356.2089.620.161.41144.62191.568.591355.93206.970.05171.43266.670.292800.0261.118.68515.6215.278.591355.93206.9723.451019.55104.70
24Q1 (17)470.00.00.03105.77-75.0-0.1853.85-1000.00.03105.56-75.02.18-7.235.833.27754.0-56.69-3.1656.71-10433.330.59105.7-78.62-0.0758.8200.01104.17-83.331.41115.26-35.020.59105.7-78.62-1.40-110.164.71
23Q4 (16)470.02.17-0.52-326.0942.86-0.39-44.44-343.75-0.54-2600.065.382.354.44-9.62-0.50-139.37-105.46-7.30-43.42-492.47-10.35-310.3736.39-0.17-54.55-440.0-0.24-318.1842.86-9.24-271.4346.9-10.35-310.3736.392.90-82.78-107.22
23Q3 (15)470.02.170.23160.53163.89-0.27-170.022.86-0.0292.3196.922.251.35-2.171.27-75.39629.17-5.09-230.5217.94.92161.27168.72-0.11-266.6721.430.11161.11168.755.39171.58196.084.92161.27168.724.56-128.07-385.00
23Q2 (14)470.02.17-0.38-416.6728.3-0.10-600.0-150.0-0.26-316.6713.332.227.77-2.25.16-31.66-37.38-1.54-5033.33-165.81-8.03-390.9426.13-0.030-160.0-0.18-400.028.0-7.53-447.00.92-8.03-390.9426.13-6.50-151.74-343.75
23Q1 (13)472.172.170.12113.19-47.830.02-87.5-75.00.12107.69-47.832.06-20.77-1.97.55-17.4911.85-0.03-101.61-101.642.76116.96-46.410-100.0-100.00.06114.29-45.452.17112.47-57.22.76116.96-46.41-3.87-19.8029.11
22Q4 (12)460.00.0-0.91-152.78-555.00.16145.71366.67-1.56-140.0-165.822.613.0413.049.153912.537.591.86130.0214.11-16.27-127.23-512.940.05135.71225.0-0.42-162.5-566.67-17.40-210.16-581.99-16.27-127.23-512.947.18-60.35-314.64
22Q3 (11)460.00.0-0.3632.08-550.0-0.35-775.0-259.09-0.65-116.67-129.952.31.32-9.45-0.24-102.91-102.48-6.20-364.96-351.01-7.1634.13-567.97-0.14-380.0-333.33-0.1636.0-500.0-5.6126.18-1903.57-7.1634.13-567.974.71-149.18-462.50
22Q2 (10)460.00.0-0.53-330.43-188.33-0.04-150.0-116.67-0.30-230.43-114.352.278.1-12.698.2422.07-25.022.3427.87-50.63-10.87-311.07-202.260.0525.0-58.33-0.25-327.27-189.29-7.60-249.9-169.47-10.87-311.07-202.26-0.30-157.7241.67
22Q1 (9)460.00.00.2315.0-84.560.08233.33-60.00.23-90.3-84.562.1-8.7-2.336.751.5-45.341.83212.27-60.735.1530.71-83.740.04200.0-60.00.1122.22-83.825.0740.44-83.915.1530.71-83.74-9.0782.5053.03
21Q4 (8)460.0-17.860.20150.0150.0-0.06-127.27-175.02.379.222270.02.3-9.45-1.716.65-31.37-31.3-1.63-165.99-303.753.94157.52103.09-0.04-166.67-300.00.09125.080.03.611389.29195.93.94157.52103.09-5.8831.66-67.80
21Q3 (7)460.0-19.30.08-86.67-61.90.22-8.33-24.142.173.8310750.02.54-2.3119.819.69-11.83-19.182.47-47.89-62.861.53-85.61-73.530.06-50.0-57.140.04-85.71-66.67-0.28-102.56-104.761.53-85.61-73.539.31-73.205.83
21Q2 (6)460.0-16.360.60-59.73757.140.2420.01100.02.0940.271145.02.620.9354.7610.99-11.0166.014.741.723060.010.63-66.45364.190.1220.000.28-58.82600.010.94-65.28392.7910.63-66.45364.196.41851.3885.00
21Q1 (5)46-17.86-19.31.491762.5673.080.20150.0200.01.491390.0673.082.15-8.1253.5712.3527.581227.964.66482.5162.6331.681532.99392.250.1400.0200.00.681260.0553.3331.512482.79387.2431.681532.99392.25--0.00
20Q4 (4)56-1.750.00.08-61.90.00.08-72.410.00.10400.00.02.3410.380.09.68-19.270.00.80-87.970.01.94-66.440.00.02-85.710.00.05-58.330.01.22-79.250.01.94-66.440.0--0.00
20Q3 (3)573.640.00.21200.00.00.291350.00.00.02110.00.02.1226.190.011.9981.120.06.654333.330.05.78152.40.00.1400.00.12200.00.05.88164.860.05.78152.40.0--0.00
20Q2 (2)55-3.510.00.07126.920.00.02110.00.0-0.2023.080.01.6820.00.06.62611.830.00.15102.020.02.29121.130.00100.00.00.04126.670.02.22120.240.02.29121.130.0--0.00
20Q1 (1)570.00.0-0.260.00.0-0.200.00.0-0.260.00.01.40.00.00.930.00.0-7.440.00.0-10.840.00.0-0.10.00.0-0.150.00.0-10.970.00.0-10.840.00.0--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)
2025/20.931.06127.681.8644.773.11N/A因客戶需求成長致銷售量增加,且去年同期因逢農曆年假基期較低。
2025/10.92-26.125.830.925.833.3N/A-
2024/121.2511.1347.9111.9134.193.440.39-
2024/111.135.7131.6210.6632.683.10.44-
2024/101.0617.165.539.5332.872.990.45因國際銅價上升及客戶需求增加致銷售額成長。
2024/90.91-10.5523.88.4729.712.930.42-
2024/81.021.3836.597.5630.433.160.39-
2024/71.0-12.1428.496.5429.473.330.37-
2024/61.14-3.543.235.5429.353.360.42-
2024/51.1814.3661.354.425.563.120.45因客戶需求成長致銷售量增加,且國際銅價上升致營業額增加。
2024/41.0314.9944.53.2215.82.340.6-
2024/30.9119.259.82.185.822.180.59-
2024/20.41-53.02-42.731.283.052.130.61-
2024/10.873.2463.810.8763.812.570.5因客戶需求成長致銷售量增加,且去年同期因逢農曆年假基期較低。
2023/120.85-1.1-9.728.87-4.292.340.53-
2023/110.8632.95-9.18.03-3.712.230.56-
2023/100.64-12.42-12.617.17-3.172.120.59-
2023/90.73-1.31-8.526.53-2.162.260.72-
2023/80.74-4.62-7.85.79-1.222.320.7-
2023/70.78-2.0613.495.05-0.152.310.7-
2023/60.88.77.414.28-2.052.250.85-
2023/50.732.4113.213.5-3.522.270.84-
2023/40.72-12.61-17.972.78-7.112.250.85-
2023/30.8214.34-5.522.06-2.022.071.08-
2023/20.7234.3819.761.251.52.191.02-
2023/10.53-43.1-14.850.53-14.852.410.93-
2022/120.94-0.4218.349.27-3.322.610.75-
2022/110.9427.8233.778.34-5.192.480.79-
2022/100.74-8.32-8.017.41-8.432.350.83-
2022/90.8-0.53-10.226.67-8.472.30.87-
2022/80.8117.4-7.085.87-8.372.240.89-
2022/70.69-7.3-13.325.06-8.682.080.96-
2022/60.7414.57-2.34.37-8.032.261.03-
2022/50.65-25.8-26.13.63-9.242.390.98-
2022/40.870.65-10.962.99-4.432.341.0-
2022/30.8744.95-12.482.1-2.282.090.83-
2022/20.6-4.4694.771.235.112.020.86因客戶需求成長致銷售量增加,且國際銅價上升致營業額增加。
2022/10.63-20.91-27.260.63-27.262.120.82-
2021/120.7912.562.19.5927.142.290.79-
2021/110.7-12.11-14.068.830.192.40.76-
2021/100.8-10.5210.698.0936.432.560.71-
2021/90.892.9422.387.2940.082.560.61-
2021/80.879.527.916.443.262.420.64-
2021/70.794.4734.855.5451.262.430.64因今年國際銅價上升致營業額成長。
2021/60.76-13.3429.784.7554.42.620.6因今年國際銅價上升致營業額成長。
2021/50.88-10.660.884.060.132.850.56因今年國際銅價上升致營業額成長。
2021/40.98-1.0673.753.1359.692.280.69因今年客戶需求成長致銷售量增加,且國際銅價上升致營業額成長。
2021/30.99222.6248.52.1554.062.160.53因今年客戶需求成長致銷售量增加,且國際銅價上升致營業額成長。
2021/20.31-64.32-14.871.1759.361.940.59因本年客戶需求成長致銷售量增加,且國際銅價上升致營業額成長。
2021/10.8611.0131.850.86131.852.450.46因客戶需求成長致銷售量增加,且去年同期因逢農曆年假基期較低。
2020/120.78-5.2611.237.54-16.132.320.43-
2020/110.8213.224.526.76-18.652.270.44-
2020/100.72-1.068.395.93-22.572.260.44-
2020/90.73-9.2213.235.2-25.722.120.44-
2020/80.836.8519.434.47-29.831.980.48-
2020/70.590.55-21.263.66-35.741.720.55-
2020/60.587.42-7.393.08-37.881.690.63-
2020/50.54-3.45-37.882.5-42.251.780.6-
2020/40.56-15.44-34.21.96-43.240.0N/A-
2020/30.6784.94-30.971.4-46.090.0N/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
2024 (10)494.26-0.300-0.57011.9134.274.1728.7-1.660-1.230-0.20-0.070-0.150
2023 (9)472.17-0.540-0.7108.87-4.313.24-46.45-3.610-2.860-0.320-0.220-0.250
2022 (8)460.0-1.560-0.1809.27-3.346.05-38.95-0.030-7.83000-0.650-0.730
2021 (7)46-17.862.362260.00.61281.259.5927.199.9123.412.59236.3611.351454.790.25316.671.042500.01.091716.67
2020 (6)56-3.450.1000.1607.54-16.228.0356.230.7700.7300.0600.0400.060
2019 (5)58-4.92-0.180-0.1209.0-32.745.1425.98-1.090-1.130-0.10-0.140-0.10
2018 (4)61-1.61-0.320-0.12013.385.524.08-31.2-0.460-1.430-0.060-0.190-0.190
2017 (3)620.00.50614.290.24012.6835.045.9316.270.7502.42404.170.0900.28600.00.31520.0
2016 (2)620.00.070-0.2009.39-14.015.10347.37-1.1700.480-0.1100.0400.050
2015 (1)6234.78-1.500-1.29010.92-14.951.140-5.820-8.530-0.640-0.930-0.930

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