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)1660.00.610.49-16.95157.890.66-17.594.121.3556.98250.027.322.13-1.4810.33-16.36111.254.77-9.49914.892.99-18.97169.371.3-7.8900.00.82-17.17164.523.73-7.44967.442.99-18.97169.37-1.77-20.66-16.20
24Q3 (19)1660.00.610.59-24.36303.450.80-14.891242.860.86218.52178.926.75-5.68-12.2712.352.66269.765.27-12.6802.673.69-19.08332.081.41-17.54713.040.99-23.26306.254.03-20.51310.993.69-19.08332.084.52114.29184.98
24Q2 (18)1660.00.610.78252.94239.290.94384.85508.70.27152.94133.7528.3614.72-8.3412.03263.44504.526.03308.65515.864.56233.72252.01.71340.85480.01.29253.57238.715.07224.26258.444.56233.72252.01.94-57.7493.90
24Q1 (17)1660.610.61-0.51-368.42-121.74-0.33-197.06-1000.0-0.5143.33-121.7424.72-10.85-15.43.31-32.31-14.47-2.89-714.89-9733.33-3.41-407.21-158.33-0.71-646.15-7200.0-0.84-370.97-121.05-4.08-848.84-270.91-3.41-407.21-158.33-9.95-101.45194.33
23Q4 (16)1650.00.00.19165.52235.710.34585.71780.0-0.9017.43-177.5927.73-9.05-2.844.8946.41209.490.47162.67119.921.11169.81240.510.13156.52119.40.31164.58234.78-0.4377.4985.021.11169.81240.51-5.25106.87327.64
23Q3 (15)1650.00.0-0.2948.2148.21-0.0769.5774.07-1.09-36.25-183.8530.49-1.45-10.513.3467.84-1.18-0.7548.2858.79-1.5947.041.54-0.2348.8962.9-0.4848.3948.39-1.9140.3141.23-1.5947.041.542.22-47.63-298.55
23Q2 (14)1650.00.0-0.56-143.48-139.16-0.23-666.67-113.22-0.80-247.83-143.0130.945.89-23.621.99-48.58-87.84-1.45-4933.33-115.22-3.00-127.27-151.37-0.45-4600.0-111.66-0.93-144.74-139.24-3.20-190.91-138.79-3.00-127.27-151.374.13-103.88-313.33
23Q1 (13)1650.00.0-0.23-64.29-153.49-0.0340.0-105.88-0.23-119.83-153.4929.222.38-21.683.87144.94-58.480.03101.27-99.04-1.32-67.09-170.210.01101.49-99.15-0.38-65.22-154.29-1.1061.67-140.29-1.32-67.09-170.21-6.935.3560.74
22Q4 (12)1650.05.1-0.1475.0-109.21-0.0581.48-103.41.16-10.77-75.4828.54-16.23-32.971.58-53.25-89.35-2.36-29.67-132.42-0.7970.96-114.13-0.67-8.06-121.61-0.2375.27-109.66-2.8711.69-140.25-0.7970.96-114.13-16.07-32.08-17.02
22Q3 (11)1650.06.45-0.56-139.16-137.58-0.27-115.52-121.431.30-30.11-60.034.07-15.9-15.633.38-79.34-75.02-1.82-119.1-128.04-2.72-146.58-147.64-0.62-116.06-123.66-0.93-139.24-140.43-3.25-139.39-146.36-2.72-146.58-147.64-3.6646.7062.83
22Q2 (10)1650.06.451.43232.5628.831.74241.1852.631.86332.565.6840.518.5818.0416.3675.5427.329.53204.4741.195.84210.6416.83.86229.9166.382.37238.5737.798.25202.232.855.84210.6416.8-1.9080.4387.94
22Q1 (9)1655.16.450.43-71.71-33.850.51-65.31-36.250.43-90.91-33.8537.31-12.3847.359.32-37.2-24.663.13-57.01-48.861.88-66.37-52.641.17-62.26-24.520.7-70.59-30.02.73-61.71-43.361.88-66.37-52.64-3.47-34.85-24.32
21Q4 (8)1571.291.291.522.01149.181.4716.67172.224.7345.541719.2342.585.4587.4114.849.6859.577.2812.1789.585.59-2.134.053.118.32256.322.383.48150.537.131.7176.495.59-2.134.0511.5518.1213.60
21Q3 (7)1550.00.651.4934.23263.411.2610.53207.323.2584.661028.5740.3817.66113.3113.535.2944.866.49-3.8548.855.7114.270.962.6212.93215.662.333.72265.087.0112.8870.985.7114.270.9626.6052.5026.52
21Q2 (6)1550.01.311.1170.77655.01.1442.52950.01.76170.77331.5834.3235.55104.7712.853.88158.036.7510.292209.385.0025.94374.732.3249.684740.01.7272.0654.846.2128.84437.55.0025.94374.7323.4938.6645.33
21Q1 (5)1550.0-0.640.656.56216.070.8048.15385.710.65150.0216.0725.3211.4458.9512.3733.01464.846.1259.38283.783.97-4.8172.581.5578.16392.451.05.26214.944.8219.31182.393.97-4.8172.58--0.00
20Q4 (4)1550.650.00.6148.780.00.5431.710.00.26174.290.022.7220.020.09.30-0.430.03.84-11.930.04.1724.850.00.874.820.00.9550.790.04.04-1.460.04.1724.850.0--0.00
20Q3 (3)1540.650.00.41305.00.00.411125.00.0-0.3553.950.018.9312.950.09.3487.550.04.361462.50.03.34283.520.00.831760.00.00.63303.230.04.10322.830.03.34283.520.0--0.00
20Q2 (2)153-1.920.0-0.2064.290.0-0.0485.710.0-0.76-35.710.016.765.210.04.98127.40.0-0.3290.390.0-1.8266.730.0-0.0590.570.0-0.3164.370.0-1.8468.550.0-1.8266.730.0--0.00
20Q1 (1)1560.00.0-0.560.00.0-0.280.00.0-0.560.00.015.930.00.02.190.00.0-3.330.00.0-5.470.00.0-0.530.00.0-0.870.00.0-5.850.00.0-5.470.00.0--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)
2025/27.74-13.0423.816.649.7826.98N/A-
2025/18.9-13.95-0.048.9-0.0427.26N/A-
2024/1210.3428.99.96107.15-9.4827.321.07-
2024/118.02-10.39-16.3996.81-11.1624.461.19-
2024/108.9519.62.5188.78-10.6626.651.09-
2024/97.49-26.65-22.8979.83-11.9226.751.0-
2024/810.2112.66-8.1472.35-10.6128.410.94-
2024/79.06-0.96-6.2662.14-11.027.810.97-
2024/69.15-4.74-14.8953.08-11.7628.360.97-
2024/59.6-0.11-6.0643.93-11.0828.780.96-
2024/49.610.51-3.5934.33-12.3925.431.08-
2024/39.5653.03-6.4324.72-15.424.721.12-
2024/26.25-29.8-34.0315.15-20.2324.561.13-
2024/18.9-5.33-6.498.9-6.4927.91.0-
2023/129.4-1.991.94118.38-15.727.730.91-
2023/119.69.87-13.82108.97-16.9428.040.9-
2023/108.73-10.046.7599.38-17.2329.550.85-
2023/99.71-12.61-9.9290.65-18.9830.491.04-
2023/811.1114.971.0980.94-19.9531.521.0-
2023/79.66-10.08-21.469.82-22.5130.631.03-
2023/610.755.14-31.2560.16-22.6930.941.05-
2023/510.222.51-8.6949.41-20.5330.421.07-
2023/49.97-2.45-27.0839.19-23.1329.671.09-
2023/310.227.88-19.3629.22-21.6929.221.12-
2023/29.47-0.48-19.6919.0-22.8828.221.16-
2023/19.523.21-25.829.52-25.8229.881.09-
2022/129.22-17.15-33.09140.43-1.5228.540.99-
2022/1111.1436.11-25.75131.21.8530.10.94-
2022/108.18-24.1-40.68120.075.4929.950.94-
2022/910.78-1.92-28.88111.8911.8534.070.78-
2022/810.99-10.61-14.01101.1119.1338.920.68-
2022/712.3-21.35-1.1590.1125.0139.130.68-
2022/615.6439.6528.0277.8230.4640.510.96-
2022/511.2-18.13-9.3862.1831.0937.551.04-
2022/413.687.8740.1750.9945.3538.151.02-
2022/312.687.4532.0737.3147.3537.311.07-
2022/211.8-8.0872.0624.6356.6838.421.04主要係鋼鐵需求量增加及價格上漲所致。
2022/112.84-6.944.7812.8444.7841.620.96-
2021/1213.79-8.0660.85142.691.8342.580.99主要係鋼鐵需求量增加及價格上漲所致。
2021/1115.08.74102.07128.8295.8743.950.96主要係鋼鐵需求量增加及價格上漲所致。
2021/1013.79-9.01105.09113.8295.0841.731.01主要係鋼鐵需求量增加及價格上漲所致。
2021/915.1618.57138.03100.0393.7840.380.89主要係鋼鐵需求量增加及價格上漲所致。
2021/812.782.7597.9984.8787.5537.440.97主要係鋼鐵需求量增加及價格上漲所致。
2021/712.441.86103.8572.0985.8137.010.98主要係鋼鐵需求量增加及價格上漲所致。
2021/612.21-1.15128.459.6582.4434.320.94主要係鋼鐵需求量增加及價格上漲所致。
2021/512.3626.64114.947.4373.4631.711.01主要係鋼鐵需求量增加及價格上漲所致。
2021/49.761.6372.2735.0862.4226.211.23主要係鋼鐵需求量增加及價格上漲所致。
2021/39.639.9951.6725.3258.9325.321.07主要係鋼鐵需求量增加及價格上漲所致。
2021/26.86-22.6547.715.7263.7124.291.11因去年受新冠肺炎疫情影響導致營收下滑,今年度營收已回復往年水準
2021/18.873.4278.698.8778.6924.861.09主要係因109年1月份適逢農曆春節假期,而本年度春節為2月份,故收入淨額相對去年度增加
2020/128.5715.4821.0674.34-14.8222.720.87-
2020/117.4210.378.0565.76-17.9920.510.96-
2020/106.725.6-17.2458.34-20.4319.551.01-
2020/96.37-1.37-7.5351.62-20.8318.930.93-
2020/86.465.79-11.2145.25-22.417.910.98-
2020/76.114.12-33.2338.79-24.017.21.02-
2020/65.35-6.99-18.5232.69-21.9816.760.92-
2020/55.751.51-27.0227.34-22.6317.740.87-
2020/45.66-10.51-24.6821.6-21.370.0N/A-
2020/36.3336.32-18.8115.93-20.120.0N/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)1660.611.3502.070107.15-9.499.66177.593.4602.1003.7102.5302.250
2023 (9)1650.0-0.900-0.010118.38-15.73.48-58.27-0.460-1.260-0.540-2.010-1.490
2022 (8)1655.11.08-76.921.94-58.64140.43-1.528.34-38.452.66-60.421.36-73.83.73-61.112.44-73.541.92-74.09
2021 (7)1571.294.681700.04.69632.81142.691.8213.5598.976.72348.05.19861.119.59763.969.221948.897.411752.5
2020 (6)155-0.640.26420.00.6418.5274.34-14.836.8115.821.5033.930.54500.01.1113.270.45164.710.4400.0
2019 (5)1565.410.05-99.110.54087.282.035.880.341.1286.670.09-99.120.9892.160.17-98.290.08-99.08
2018 (4)1489.635.61289.58-0.43085.540.125.86-26.470.60-81.3110.18315.510.51-81.399.95328.888.71316.75
2017 (3)13513.451.44-33.941.51-24.8885.4414.447.97-24.63.21-36.812.45-34.842.74-27.72.32-28.832.09-25.62
2016 (2)1198.182.18296.362.01179.1774.66-2.3910.5758.715.08143.063.76370.03.79136.883.26219.612.81360.66
2015 (1)1100.00.5500.72-45.0476.49-7.876.6602.0900.8001.6-38.931.02-42.370.61-53.79

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