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)524.013.04-1.07-463.16-248.61-0.65-62.5-200.0-1.01-1362.5-158.384.210.24-13.3725.23-2.74-21.48-9.13-74.24-204.34-15.83-171.99-342.05-0.38-72.73-188.37-0.56-460.0-269.7-14.37-450.57-267.68-15.83-171.99-342.052.49-316.76-314.58
24Q2 (19)500.08.7-0.19-170.37-161.29-0.40-566.67-166.670.08-70.37-92.084.24.747.1425.94-9.0812.59-5.24-482.22-52500.0-5.82-886.49-300.0-0.22-450.00-0.1-176.92-171.43-2.61-181.31-145.71-5.82-886.49-300.0-8.70-124.72-335.26
24Q1 (18)506.388.70.27-79.07-61.43-0.06-103.85-109.680.27-90.97-61.434.01-22.14-5.4228.53-28.94-3.74-0.90-104.89-108.770.74-92.67-90.01-0.04-104.21-109.090.13-78.33-59.383.21-77.46-68.50.74-92.67-90.01-8.090.0518.08
23Q4 (17)472.172.171.2979.1786.961.56140.097.472.9972.8382.325.155.9731.0440.1524.9620.6418.39110.1733.5510.1054.4330.830.95120.9375.930.681.8287.514.2466.1622.9710.1054.4330.8314.97105.72336.67
23Q3 (16)460.00.00.72132.26140.00.65533.33282.351.7371.2984.044.8623.9833.1532.1339.4532.178.7587400.067.956.54124.74104.380.430126.320.33135.71135.718.5750.0929.856.54124.74104.388.2138.27204.57
23Q2 (15)460.00.00.31-55.71-36.73-0.15-124.19-148.391.0144.2957.813.92-7.5519.1523.04-22.27-14.860.01-99.9-99.92.91-60.73-58.780-100.0-100.00.14-56.25-39.135.71-43.96-53.02.91-60.73-58.780.17-27.13-72.86
23Q1 (14)460.00.00.701.45366.670.62-21.521450.00.70-57.32366.674.247.8927.7129.64-10.9415.2410.26-25.49372.817.41-4.02290.00.44-18.52528.570.320.0357.1410.19-12.0177.667.41-4.02290.07.7865.72171.59
22Q4 (13)460.00.00.69130.0109.090.79364.711875.01.6474.4711.563.937.6710.0833.2836.946.4813.77164.3571.717.72141.2567.10.54184.21671.430.32128.57113.3311.5875.45101.047.72141.2567.19.3045.61159.77
22Q3 (12)460.00.00.30-38.78-47.370.17-45.16-54.050.9446.87-17.543.6510.943.9924.31-10.16-12.175.21-47.48-45.793.20-54.67-58.870.19-42.42-44.120.14-39.13-46.156.60-45.68-42.913.20-54.67-58.875.0293.94314.92
22Q2 (11)460.00.00.49226.678.890.31675.0-22.50.64326.6712.283.29-0.9-1.7927.065.21-5.889.92357.14-14.347.06271.582.620.33371.43-15.380.23228.579.5212.15231.063.937.06271.582.62-3.9586.06337.50
22Q1 (10)460.00.00.15-54.5525.00.040.0-60.00.15-89.825.03.32-7.02.1525.7213.22.272.175.85-28.621.90-58.8774.310.070.0-30.00.07-53.3340.03.67-36.2819.161.90-58.8774.31-2.65-48.33-44.59
21Q4 (9)460.00.00.33-42.11-25.00.04-89.19-91.31.4728.95113.043.571.712.5922.72-17.92-24.522.05-78.67-80.424.62-40.62-17.650.07-79.41-80.560.15-42.31-25.05.76-50.17-37.934.62-40.62-17.653.25-7.72-48.34
21Q3 (8)460.06.980.5726.67159.090.37-7.55.711.14100.0338.463.514.7817.027.68-3.7221.569.61-17.0131.647.7813.0866.950.34-12.8254.550.2623.81160.011.56-1.11144.927.7813.0866.953.93150.84146.25
21Q2 (7)460.04.550.45275.0-2.170.40300.0900.00.57375.01325.03.353.0840.1728.7514.313.8311.58280.92187.346.88531.194.720.39290.0290.00.21320.05.011.69279.551.486.88531.194.72-1.77101.13110.87
21Q1 (6)460.04.550.12-72.73128.570.10-78.26143.480.12-82.61128.573.25-6.6110.5425.15-16.4537.063.04-70.96166.231.09-80.57114.610.1-72.22171.430.05-75.0126.323.08-66.81143.381.09-80.57114.614.7013.63-23.42
20Q4 (5)466.984.550.44100.0283.330.4631.43270.370.69165.38-21.593.4816.0-21.2730.1032.1972.310.4743.421561.95.6120.39364.620.3663.641100.00.2100.0281.829.2896.61587.415.6120.39364.62--0.00
20Q3 (4)43-2.270.00.22-52.170.00.35775.00.00.26550.00.03.025.520.022.77-17.770.07.3081.140.04.66-29.070.00.22120.00.00.1-50.00.04.72-59.030.04.66-29.070.0--0.00
20Q2 (3)440.00.00.46209.520.00.04117.390.00.04109.520.02.39-18.710.027.6950.90.04.03187.80.06.57188.070.00.1171.430.00.2205.260.011.52262.250.06.57188.070.0--0.00
20Q1 (2)440.00.0-0.42-75.00.0-0.2314.810.0-0.42-147.730.02.94-33.480.018.355.040.0-4.59-828.570.0-7.46-251.890.0-0.14-566.670.0-0.19-72.730.0-7.10-625.930.0-7.46-251.890.0--0.00
19Q4 (1)440.00.0-0.240.00.0-0.270.00.00.880.00.04.420.00.017.470.00.00.630.00.0-2.120.00.00.030.00.0-0.110.00.01.350.00.0-2.120.00.0--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)
2024/101.538.77-27.7413.96-7.844.47N/A-
2024/91.41-7.8-23.5512.43-4.64.21.19-
2024/81.5320.348.3911.02-1.484.171.2-
2024/71.27-7.59-21.069.49-2.914.191.2-
2024/61.37-11.08-2.338.220.654.211.21-
2024/51.5419.9512.486.851.284.211.21-
2024/41.29-6.212.755.3-1.573.881.31-
2024/31.3712.28-23.994.01-5.424.011.19-
2024/21.22-13.844.562.648.323.891.23-
2024/11.4214.0711.791.4211.794.451.07-
2023/121.24-30.16-11.918.1727.975.150.88-
2023/111.78-15.9630.7516.9332.385.740.79-
2023/102.1215.0882.8415.1532.575.370.85本月銷售設備2台,故營收增加。
2023/91.8430.7234.0413.0326.894.861.02-
2023/81.41-12.3513.5611.1825.794.461.11-
2023/71.6114.3254.839.7727.774.421.12本月出售機器人數台致營收增加。
2023/61.444.9214.588.224.053.961.13-
2023/51.3720.2323.236.7626.274.321.04-
2023/41.14-36.7725.055.3927.074.121.09-
2023/31.8154.4860.974.2527.624.251.17本月新增設備銷售,故營收增加。
2023/21.17-7.8815.542.4410.643.851.29-
2023/11.27-10.16.481.276.484.041.23-
2022/121.413.6416.5714.23.763.931.31-
2022/111.3617.5-5.612.792.523.91.33-
2022/101.16-15.6226.3811.423.583.771.37-
2022/91.3710.75-5.710.261.523.651.4-
2022/81.2419.4917.868.892.733.541.44-
2022/71.04-17.424.237.650.213.411.5-
2022/61.2612.84-5.566.61-0.383.291.51-
2022/51.1122.01-1.425.350.913.151.57-
2022/40.91-18.61-1.124.241.543.051.63-
2022/31.1210.89-2.333.332.33.331.4-
2022/21.01-15.111.082.24.843.421.36-
2022/11.19-1.598.261.198.263.851.21-
2021/121.21-16.06-8.1713.6815.83.571.18-
2021/111.4457.3134.4112.4718.813.821.11-
2021/100.92-37.04-16.1711.0317.033.431.23-
2021/91.4638.4328.7510.1121.43.511.17-
2021/81.055.6718.358.6520.243.381.22-
2021/71.0-25.182.327.6321.023.461.19-
2021/61.3317.79110.016.6424.433.391.03主係去年受新冠肺炎之影響。
2021/51.1322.3816.955.3112.883.21.09-
2021/40.92-19.6117.234.1711.833.071.13-
2021/31.1514.7713.623.2510.393.251.01-
2021/21.0-9.0834.542.18.73.420.96-
2021/11.1-16.53-7.451.1-7.453.490.94-
2020/121.3222.86-8.5411.82-34.163.490.95-
2020/111.07-1.89-28.6410.5-36.43.31.01-
2020/101.09-3.3-25.129.42-37.183.121.07-
2020/91.1327.25-15.348.33-38.482.991.32-
2020/80.89-8.63-43.677.2-41.022.51.58-
2020/70.9753.55-46.996.31-40.632.571.53-
2020/60.63-34.4-58.235.33-39.32.391.81主係受新冠肺炎之影響,使客戶訂單遞延,導致營收大幅減少。
2020/50.9722.68-43.714.7-35.342.771.57-
2020/40.79-22.09-35.093.73-32.762.541.7-
2020/31.0135.9-49.252.95-32.12.951.42-
2020/20.74-37.46-7.251.93-17.533.381.23-
2020/11.19-17.51-22.881.19-22.884.141.01-
2019/121.44-4.13-27.2317.95-18.710.0N/A-
2019/111.52.93-10.6716.51-17.870.0N/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)472.172.9379.752.67110.2418.1727.9631.8614.739.9525.06.9738.291.8160.181.8148.361.3985.33
2022 (9)460.01.6310.881.2744.3214.23.827.776.647.9621.345.04-2.141.1325.561.2210.910.7511.94
2021 (8)460.01.47113.040.8839.6813.6815.7426.044.876.5642.35.15122.940.966.671.1107.550.67109.38
2020 (7)464.550.69-21.590.63-18.1811.82-34.1924.831.894.61-26.712.31-20.620.54-52.210.53-52.680.32-17.95
2019 (6)4410.00.88-73.410.77-71.3817.96-18.0724.37-12.286.29-37.162.91-61.151.13-48.41.12-50.00.39-72.92
2018 (5)405.263.313.762.695.9121.925.7427.78-5.8910.01-10.477.49-2.852.19-5.62.24-2.611.4410.77
2017 (4)382.73.196.332.54-3.4220.733.1929.521.5111.18-12.527.71-4.812.32-9.732.3-2.131.313.04
2016 (3)3715.623.0060.432.63209.4120.0930.5429.0814.1712.7880.768.1059.762.57135.782.3586.511.1588.52
2015 (2)3210.341.87-45.640.85-67.3115.39-7.0725.47-15.637.07-38.845.07-32.851.09-42.931.26-20.250.61-40.2
2014 (1)290.03.44-59.192.6026.2116.5625.9330.19011.5607.5501.919.141.58-48.871.02-57.68

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