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)593.5113.460.61-39.6-58.220.81-2.41-17.352.9724.79-29.455.95-1.6517.1319.34-5.93-13.2710.31-10.27-31.726.03-37.12-60.010.61-12.86-20.780.36-37.93-53.258.34-35.7-55.786.03-37.12-60.011.24-33.209.82
24Q2 (19)573.649.621.01-26.81-6.480.8322.0629.692.3872.46-13.456.054.1317.0220.569.311.511.4913.4313.999.59-26.63-10.870.718.6434.620.58-23.683.5712.97-20.62-3.859.59-26.63-10.87-1.5310.79-12.20
24Q1 (18)555.777.841.3848.39-17.860.68-46.46-50.361.38-73.05-17.865.81-7.19-13.6718.81-15.08-14.510.13-26.17-33.5313.0769.32.110.59-31.4-42.720.7658.33-11.6316.3474.572.013.0769.32.118.026.05-8.44
23Q4 (17)520.0-1.890.93-36.3-38.821.2729.59-13.615.1221.62-26.336.2623.23-8.3522.15-0.67-6.6213.72-9.14-11.547.72-48.81-34.960.8611.69-18.870.48-37.66-40.749.36-50.37-35.767.72-48.81-34.9610.75-0.5541.35
23Q3 (16)520.0-1.891.4635.19-31.780.9853.12-29.54.2153.09-21.465.08-1.74-21.022.3020.93-7.2815.1049.8-11.5915.0840.15-14.610.7748.08-30.00.7737.5-32.4618.8639.81-14.7415.0840.15-14.61-12.46-0.26-0.08
23Q2 (15)521.96-3.71.08-35.71-37.210.64-53.28-47.542.7563.69-14.865.17-23.18-15.818.44-16.18-20.3510.08-33.86-35.2210.76-15.94-29.260.52-49.51-45.260.56-34.88-39.7813.49-15.79-29.0710.76-15.94-29.26-12.32-12.59-30.04
23Q1 (14)51-3.77-5.561.6810.5311.261.37-6.828.041.68-75.8311.266.73-1.463.3822.00-7.257.7415.24-1.7419.0612.807.831.511.03-2.8324.10.866.174.8816.029.951.6512.807.831.512.38-9.22-0.52
22Q4 (13)530.03.921.52-28.97-4.41.475.7611.366.9529.6628.236.836.22-8.3223.72-1.377.9715.51-9.1921.3611.87-32.799.61.06-3.6411.580.81-28.950.014.57-34.1310.8811.87-32.799.65.47-2.279.84
22Q3 (12)53-1.853.922.1424.4231.291.3913.931.465.3665.9437.796.434.72-3.0224.053.895.8517.089.7712.3717.6616.1141.851.115.798.911.1422.5837.3522.1216.342.0717.6616.1141.85-0.4819.1613.97
22Q2 (11)540.020.01.7213.9133.331.2214.028.933.23113.9130.246.14-5.68-13.423.1513.3723.3415.5621.5637.3315.2120.6284.140.9514.4618.750.9313.4157.6319.0220.6984.1215.2120.6284.14-9.154.44-2.46
22Q1 (10)545.8820.01.51-5.0326.891.07-18.949.181.51-72.1426.896.51-12.62-12.2620.42-7.0624.3612.800.1631.0112.6116.4473.210.83-12.6313.70.821.2351.8515.7619.9470.5612.6116.4473.21-0.12-3.74-11.29
21Q4 (9)510.024.391.59-2.4548.61.32-3.6541.945.4239.3346.097.4512.377.521.97-3.334.4612.78-15.9236.2510.83-13.0171.90.95-5.9446.150.81-2.4184.0913.14-15.6169.1110.83-13.0171.92.9411.969.34
21Q3 (8)5113.3324.391.6326.3669.791.3722.3271.253.8956.8543.546.63-6.4911.6222.7221.0434.6815.2034.1659.6612.4550.7385.541.0126.2577.190.8340.68107.515.5750.7385.812.4550.7385.54-5.4717.3818.30
21Q2 (7)450.036.361.298.437.231.1214.2993.12.48108.419.237.09-4.4545.5918.7714.3112.8711.3315.9732.988.2613.4629.060.89.5990.480.599.2690.3210.3311.829.458.2613.4629.061.319.809.83
21Q1 (6)459.7636.361.1911.214.390.985.3892.161.19-67.924.397.427.0754.5816.420.490.379.774.1618.717.2815.56-6.670.7312.3187.180.5422.7345.959.2418.92-5.137.2815.56-6.6711.8711.3410.81
20Q4 (5)410.024.241.0711.46114.00.9316.25111.363.7136.9-12.916.9316.6761.9216.34-3.14-1.459.38-1.4733.626.30-6.1164.920.6514.04116.670.4410.0175.07.77-7.2866.746.30-6.1164.92--0.00
20Q3 (4)4124.240.00.962.130.00.8037.930.02.7130.290.05.9421.970.016.871.440.09.5211.740.06.714.840.00.5735.710.00.429.030.08.385.010.06.714.840.0--0.00
20Q2 (3)330.00.00.94-17.540.00.5813.730.02.0882.460.04.871.460.016.631.650.08.523.520.06.40-17.950.00.427.690.00.31-16.220.07.98-18.070.06.40-17.950.0--0.00
20Q1 (2)330.00.01.14128.00.00.5115.910.01.14-73.240.04.812.150.016.36-1.330.08.2317.240.07.80104.190.00.3930.00.00.37131.250.09.74109.010.07.80104.190.0--0.00
19Q4 (1)330.00.00.500.00.00.440.00.04.260.00.04.280.00.016.580.00.07.020.00.03.820.00.00.30.00.00.160.00.04.660.00.03.820.00.0--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)
2024/111.767.9-15.821.210.315.22N/A-
2024/101.63-10.52-20.9219.442.095.55N/A-
2024/91.83-12.6-4.8217.814.895.950.99-
2024/82.092.8628.3115.986.125.911.0-
2024/72.0313.2832.7713.93.445.960.99-
2024/61.79-15.9218.5411.87-0.326.050.99-
2024/52.130.2824.510.07-3.076.420.94-
2024/42.13-1.679.197.94-8.515.841.03-
2024/32.1639.47-14.025.81-13.635.811.04-
2024/21.55-26.23-30.283.65-13.45.751.05-
2024/12.10.235.422.15.426.290.96-
2023/122.10.14-6.9423.24-10.326.260.81-
2023/112.091.34-6.3321.14-10.646.080.83-
2023/102.077.69-11.7219.05-11.095.610.9-
2023/91.9217.82-15.9816.98-11.015.081.05-
2023/81.636.44-21.8415.06-10.344.671.15-
2023/71.531.14-26.0613.43-8.714.751.13-
2023/61.51-11.69-24.4111.9-5.875.171.05-
2023/51.71-12.05-14.7410.39-2.396.170.88-
2023/41.95-22.58-8.468.680.476.690.81-
2023/32.5213.0813.726.733.396.730.89-
2023/22.2211.5523.024.22-1.916.470.93-
2023/11.99-11.52-20.01.99-20.06.480.92-
2022/122.250.8-11.625.91-9.386.831.09-
2022/112.24-4.48-8.0723.66-9.166.861.09-
2022/102.342.5-5.3421.42-9.276.711.11-
2022/92.289.610.0419.08-9.736.431.2-
2022/82.080.68-5.4316.8-11.886.151.26-
2022/72.073.4-11.9414.72-12.736.081.27-
2022/62.0-0.39-13.5212.65-12.856.141.15-
2022/52.01-5.57-17.6410.65-12.736.351.11-
2022/42.13-3.81-9.088.64-11.56.151.15-
2022/32.2122.33-26.056.51-12.266.511.09-
2022/21.81-27.46-13.414.3-2.956.851.04-
2022/12.49-2.226.362.496.367.470.95-
2021/122.554.820.228.5926.887.451.0-
2021/112.43-1.656.2226.0430.286.981.07-
2021/102.4719.1717.8423.6133.396.751.1-
2021/92.07-5.820.0521.1435.486.631.18-
2021/82.2-6.2412.2419.0740.96.871.14-
2021/72.351.5423.5416.8645.777.11.1-
2021/62.31-5.1349.6914.5150.147.090.91主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2021/52.444.2471.8612.250.227.770.83主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2021/42.34-21.7622.829.7645.647.420.87-
2021/32.9943.2363.727.4254.717.420.81主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2021/22.09-10.8919.44.4349.176.970.86-
2021/12.34-7.8991.762.3491.767.180.84主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2020/122.5411.1342.9622.5424.026.930.83-
2020/112.299.1102.4819.9921.966.460.89主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2020/102.11.1753.4317.716.06.130.94主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2020/92.075.6555.7615.612.315.940.76主係美國螺絲品牌商、建築裝修通路客戶拉貨強勁所致。
2020/81.963.1918.5913.537.715.410.83-
2020/71.923.0315.6711.576.064.870.92-
2020/61.558.91-14.39.674.354.870.75-
2020/51.42-25.5-25.648.128.865.150.71-
2020/41.94.2810.456.720.735.480.67-
2020/31.834.4627.384.825.364.80.75-
2020/21.7543.168.612.9724.154.750.76本月營收較去年同月增加,主係因農曆年假月份不同導致之工作天差異。
2020/11.22-31.32-9.851.22-9.850.0N/A-
2019/121.7857.3934.5218.1729.760.0N/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)52-1.894.26-29.354.27-16.9323.24-10.321.31-6.713.65-10.3711.48-19.663.17-19.753.32-27.982.67-27.84
2022 (9)533.926.0318.75.147.5325.91-9.3722.8414.7215.2324.8414.2948.083.9513.184.6134.43.734.06
2021 (8)5124.395.0862.824.7870.7128.5926.8419.9120.3712.2035.719.6542.963.4971.923.4381.482.7681.58
2020 (7)4124.243.12-24.642.8020.6922.5424.0516.54-12.398.99-4.876.75-11.882.0318.021.899.251.529.35
2019 (6)330.04.1445.262.3282.6818.1729.7918.8814.639.4537.357.6614.51.7279.171.7350.431.3947.87
2018 (5)333.122.85137.51.27477.2714.028.7916.4724.776.88394.966.6990.60.96540.01.15187.50.94147.37
2017 (4)3210.341.20-60.260.22-74.1210.87-2.7713.20-24.871.39-75.443.51-55.90.15-76.190.4-60.780.38-57.3
2016 (3)290.03.0263.240.8528.7911.18-3.217.5712.995.6631.327.9669.360.6326.01.0256.920.8964.81
2015 (2)290.01.8520.920.6613.7911.5513.4615.551.94.31-1.154.706.330.513.640.6518.180.5420.0
2014 (1)29-3.331.53-41.380.58-54.3310.18-10.7815.2604.3604.4200.44-51.650.55-41.490.45-42.31

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