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)444.767.321.30-33.67-39.251.20-18.92-18.926.1225.93-1.926.8-4.360.2934.03-1.682.879.97-26.75-24.128.37-27.78-36.160.68-29.9-23.60.57-30.49-35.2310.52-34.0-36.558.37-27.78-36.16-4.08-33.04-23.36
24Q2 (19)420.02.441.96-32.41-4.391.48-27.8-1.334.8667.5918.547.11-3.792.1634.610.826.9913.61-17.1110.0211.59-29.114.510.97-19.8312.790.82-32.23-1.215.94-22.667.2711.59-29.114.513.4210.93-18.34
24Q1 (18)422.445.02.9054.2641.462.05-8.897.332.90-64.1141.467.3910.630.6834.33-5.955.8916.42-4.3111.116.3542.5540.711.215.2211.011.2157.1447.5620.6147.9541.4616.3542.5540.714.5821.0521.57
23Q4 (17)410.010.811.88-12.15-8.292.2552.0315.388.0829.490.376.68-1.47-7.8636.5010.346.3217.1630.5916.8111.47-12.5112.671.1529.217.480.77-12.52.6713.93-15.986.2511.47-12.5112.67-2.03-3.8825.35
23Q3 (16)410.013.892.144.39-11.931.48-1.3329.826.2452.21.36.78-2.59-9.1233.082.2615.6213.146.2239.7913.1118.2114.10.893.4927.140.886.021.1516.5811.5715.1413.1118.2114.1-3.882.19-11.40
23Q2 (15)412.513.892.050.0-4.211.50-21.470.04.10100.09.926.96-5.18-2.3832.35-0.227.7612.37-16.311.0611.09-4.562.40.86-21.1-1.150.831.227.7914.861.997.7611.09-4.562.4-1.970.00-11.76
23Q1 (14)408.1111.112.050.029.751.91-2.05127.382.05-74.5329.757.341.2410.0432.42-5.5613.5914.780.6191.711.6214.1530.561.091.87113.730.829.3343.8614.5711.1435.4111.6214.1530.56-0.79-7.8234.50
22Q4 (13)372.782.782.05-15.64120.431.9571.0591.188.0530.68101.257.25-2.8228.3234.3319.9920.7514.6956.2873.8510.18-11.487.131.0752.86122.920.75-13.79127.2713.11-8.96105.1610.18-11.487.130.91-1.0423.52
22Q3 (12)360.00.02.4313.5547.271.14-24.0-17.996.1665.15100.07.464.6337.3828.61-4.7-3.389.40-23.2-30.4211.496.099.850.7-19.54-4.110.8712.9947.4614.404.429.3411.496.099.855.7724.4927.28
22Q2 (11)360.00.02.1435.44174.361.5078.57134.383.73136.08160.847.136.922.0930.025.1916.412.2458.75122.9510.8321.69150.120.8770.59171.880.7735.09175.013.7928.16154.4310.8321.69150.1212.4852.6630.46
22Q1 (10)360.00.01.5869.89139.390.84-17.6520.01.58-60.5139.396.6718.0512.4828.540.395.277.71-8.7615.598.9063.696.470.516.2527.50.5772.73147.8310.7668.39100.758.9063.696.4711.0513.12-22.13
21Q4 (9)360.00.00.93-43.64-29.011.02-26.62204.084.0029.8758.15.654.059.7128.43-3.9923.398.45-37.451697.875.44-47.99-65.610.48-34.252300.00.33-44.07-29.796.39-51.48-64.285.44-47.99-65.61-1.4833.9545.28
21Q3 (8)360.00.01.65111.54114.291.39117.1913.013.08115.38154.555.43-7.02-1.0929.6114.817.6713.51146.0834.1610.46141.57151.440.73128.1232.730.59110.71110.7113.17142.99146.6310.46141.57151.44-4.2764.8654.31
21Q2 (7)360.00.00.7818.18336.360.64-8.57481.821.43116.67225.05.84-1.5255.3225.79-4.8727.615.49-17.69390.484.33-4.42172.290.32-20.0557.140.2821.74333.335.421.12183.384.33-4.42172.296.82-15.7281.43
21Q1 (6)360.00.00.66-49.62-14.290.70171.43-12.50.66-73.91-14.295.9315.157.8227.1117.663.556.671319.158.634.53-71.3724.790.41900.017.650.23-51.06-17.865.36-70.048.944.53-71.3724.794.4810.25-4.12
20Q4 (5)360.00.01.3170.13263.89-0.98-179.67-227.272.53109.09-43.95.15-6.19-4.8123.04-16.22-14.820.47-95.33-76.515.82280.291004.00.02-96.36-81.820.4767.86261.5417.89235.021036.6515.82280.291004.0--0.00
20Q3 (4)360.00.00.77333.330.01.231018.180.01.21175.00.05.4946.010.027.5036.070.010.07632.80.04.16169.450.00.55885.710.00.28333.330.05.34182.150.04.16169.450.0--0.00
20Q2 (3)360.00.0-0.33-142.860.00.11-86.250.00.44-42.860.03.76-31.640.020.21-22.80.0-1.89-130.780.0-5.99-265.010.0-0.07-120.590.0-0.12-142.860.0-6.50-232.110.0-5.99-265.010.0--0.00
20Q1 (2)360.00.00.77113.890.00.803.90.00.77-82.930.05.51.660.026.18-3.220.06.14207.00.03.63307.430.00.34209.090.00.28115.380.04.92357.590.03.63307.430.0--0.00
19Q4 (1)360.00.00.360.00.00.770.00.04.510.00.05.410.00.027.050.00.02.000.00.0-1.750.00.00.110.00.00.130.00.0-1.910.00.0-1.750.00.0--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)
2024/112.06-14.22-14.425.780.866.93N/A-
2024/102.41-2.0515.3423.722.447.08N/A-
2024/92.4610.888.4121.311.176.781.77-
2024/82.224.92-2.2218.860.296.711.79-
2024/72.11-11.31-5.6816.640.646.891.74-
2024/62.38-0.77-0.6914.531.637.131.57-
2024/52.42.21-0.7112.152.17.381.52-
2024/42.35-11.038.969.752.827.341.53-
2024/32.6412.220.817.41.027.41.52-
2024/22.35-2.681.774.771.137.041.6-
2024/12.426.130.522.420.527.11.59-
2023/122.28-5.58-0.9727.84-2.66.771.72-
2023/112.4115.59-1.0425.56-2.756.761.72-
2023/102.09-7.94-17.2623.15-2.926.621.76-
2023/92.27-0.01-13.4421.07-1.236.771.76-
2023/82.271.22-7.7718.80.476.91.72-
2023/72.24-6.63-7.6116.541.727.051.68-
2023/62.4-0.790.6214.33.366.971.74-
2023/52.4212.18-3.3611.93.937.191.68-
2023/42.15-17.68-6.489.485.967.081.71-
2023/32.6213.2914.627.3310.287.331.64-
2023/22.31-3.8811.184.718.07.011.72-
2023/12.44.555.112.45.117.141.69-
2022/122.3-5.6528.7628.5824.737.251.66-
2022/112.44-3.3621.7726.2924.397.571.59-
2022/102.52-3.6932.5923.8524.677.591.58-
2022/92.626.5443.8421.3323.797.51.58-
2022/82.461.3943.3518.7121.427.261.63-
2022/72.421.6926.1216.2518.687.311.62-
2022/62.38-4.7223.0613.8317.467.191.64-
2022/52.58.5628.8211.4516.367.091.66-
2022/42.30.8816.628.9513.36.661.76-
2022/32.289.893.376.6512.26.651.83-
2022/22.08-9.1223.574.3617.456.151.97-
2022/12.2928.0712.382.2912.386.072.0-
2021/121.78-10.7711.4222.9215.045.692.09-
2021/112.05.2214.8921.1315.355.722.08-
2021/101.94.474.8519.1315.45.432.19-
2021/91.826.18-7.4517.2316.75.452.05-
2021/81.71-10.79-1.9415.4120.415.572.01-
2021/71.92-0.768.0513.723.955.81.93-
2021/61.94-0.2627.2111.7727.05.851.68-
2021/51.94-1.7165.319.8426.956.121.61去年因新冠狀病毒疫情影響致營收減少,今年恢復正常
2021/41.97-10.5684.557.920.15.861.682020年4月因新冠肺炎影響營收,今年客戶需求及訂單明顯回升。
2021/32.2131.3717.065.927.585.921.51-
2021/21.68-17.35-3.173.712.645.321.68-
2021/12.0326.978.02.038.05.381.66-
2020/121.6-8.0-0.0919.92-18.475.161.66-
2020/111.74-3.96-8.4818.32-19.765.521.55-
2020/101.81-7.78-5.5516.58-20.785.531.55-
2020/91.9712.52.3814.76-22.325.491.56-
2020/81.75-1.69-8.2712.8-25.095.051.7-
2020/71.7816.83-17.7311.05-27.24.471.92-
2020/61.5229.59-27.519.27-28.773.772.5-
2020/51.179.72-50.127.75-29.014.132.28因新冠肺炎疫情影響,歐美車廠停工,客戶延遲提貨。
2020/41.07-43.27-46.846.58-23.214.692.01-
2020/31.898.65-19.475.51-15.955.511.56-
2020/21.74-7.81-7.353.62-13.995.221.65-
2020/11.8817.46-19.321.88-19.320.0N/A-
2019/121.6-15.73-32.1124.4323.760.0N/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)4110.817.141.427.1130.9427.77-2.633.5410.3314.3529.7511.8113.673.9826.354.1611.533.311.49
2022 (9)372.787.0477.785.4344.828.5124.7730.409.7911.0631.210.3969.773.1563.213.73118.132.96106.99
2021 (8)360.03.9657.143.75223.2822.8514.7727.6912.568.4398.826.1219.771.93129.761.7137.91.4357.14
2020 (7)360.02.52-43.881.16-38.6219.91-18.1324.60-6.144.24-2.975.11-15.950.84-20.751.24-33.690.91-44.51
2019 (6)360.04.497.671.89-18.5324.3223.226.216.034.37-14.156.0810.551.066.01.8724.671.647.89
2018 (5)36-2.74.17-10.522.32-46.5419.7447.6424.72-13.95.09-69.995.50-56.91.0-55.951.5-27.181.52-11.11
2017 (4)370.04.66-22.334.34-18.4213.374.4528.71-14.3516.96-25.8112.76-25.642.27-22.532.06-26.161.71-22.27
2016 (3)372.786.00-15.375.3212.4712.8-1.0833.524.1322.868.3917.16-13.512.937.332.79-13.352.2-14.4
2015 (2)360.07.099.584.731.512.941.3332.195.9221.097.7119.847.882.739.23.2215.02.579.36
2014 (1)3616.136.4720.934.6638.6912.7720.1330.39019.58018.3902.533.692.832.082.3535.84

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