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)1050.016.67-0.43-7.5-16.22-0.390.0-11.43-1.14-60.5632.941.690.0-31.33.7662.7756.02-27.723.82-72.07-29.11-4.19-95.76-0.474.08-17.5-0.45-9.76-36.36-29.95-3.74-105.14-29.11-4.19-95.76-4.33-18.27-9.09
24Q2 (19)1050.016.67-0.40-29.0332.2-0.39-18.1827.78-0.71-129.0347.011.69-8.65-20.662.31-60.03169.58-28.82-33.063.32-27.94-33.68-2.57-0.49-22.523.44-0.41-24.2422.64-28.87-39.87-4.15-27.94-33.68-2.57-17.7715.6111.96
24Q1 (18)10516.6716.67-0.3160.2658.67-0.3342.1138.89-0.3187.4558.671.85-26.888.195.7879.5176.35-21.6624.7939.34-20.9032.348.02-0.445.2134.43-0.3353.5250.75-20.6438.0650.62-20.9032.348.02-12.01-25.28-10.38
23Q4 (17)900.00.0-0.78-110.8117.89-0.57-62.86-14.0-2.47-45.29-0.412.532.8565.363.2233.612200.0-28.80-78.7732.68-30.87-107.645.99-0.73-82.5-12.31-0.71-115.1516.47-33.32-128.2247.77-30.87-107.645.999.17-36.76-13.84
23Q3 (16)900.00.0-0.3737.2945.59-0.3535.1961.11-1.70-26.87-12.582.4615.4964.02.41172.59109.59-16.1145.9674.01-14.8745.4164.37-0.437.556.99-0.3337.7445.9-14.6047.3363.76-14.8745.4164.3720.0229.3117.59
23Q2 (15)900.00.0-0.5921.33-37.21-0.540.012.9-1.34-78.67-61.452.1324.5618.99-3.3256.14-158.66-29.8116.5215.34-27.2432.26-26.05-0.64-4.92-1.59-0.5320.9-39.47-27.7233.68-37.43-27.2432.26-26.0518.1621.19-4.00
23Q1 (14)900.00.0-0.7521.05-87.5-0.54-8.05.26-0.7569.51-87.51.7111.76-31.33-7.57-5507.14-200.93-35.7116.53-60.35-40.2129.65-176.55-0.616.15-8.93-0.6721.18-86.11-41.8034.47-229.13-40.2129.65-176.556.88-9.3318.22
22Q4 (13)900.01.12-0.95-39.71-53.23-0.5044.44-28.21-2.46-62.91-100.01.532.0-50.490.14100.56-98.54-42.7830.99-199.79-57.16-36.98-218.97-0.6530.11-47.73-0.85-39.34-54.55-63.79-58.33-236.62-57.16-36.98-218.97-7.10-48.92-0.36
22Q3 (12)900.01.12-0.68-58.14-65.85-0.90-45.16-221.43-1.51-81.93-147.541.5-16.2-53.7-25.13-543.99-360.68-61.99-76.06-594.96-41.73-93.11-273.26-0.93-47.62-220.69-0.61-60.53-69.44-40.29-99.75-266.27-41.73-93.11-273.26-22.16-32.82-26.96
22Q2 (11)900.01.12-0.43-7.5-38.71-0.62-8.77-463.64-0.83-107.5-315.01.79-28.11-32.965.66-24.53-48.36-35.21-58.11-467.9-21.61-48.62-110.21-0.63-12.5-270.59-0.38-5.56-40.74-20.17-58.82-69.78-21.61-48.62-110.21-23.7713.99-27.46
22Q1 (10)901.122.27-0.4035.48-463.64-0.57-46.15-507.14-0.4067.48-463.642.49-19.424.627.50-21.71-68.3-22.27-56.06-396.93-14.5418.86-471.87-0.56-27.27-411.11-0.3634.55-500.0-12.7032.98-359.18-14.5418.86-471.87-12.03-7.87-42.72
21Q4 (9)890.014.1-0.62-51.22-785.71-0.39-39.29-587.5-1.23-101.64-1637.53.09-4.6329.299.58-0.62-43.94-14.27-59.98-582.09-17.92-60.29-634.43-0.44-51.72-728.57-0.55-52.78-816.67-18.95-72.27-523.36-17.92-60.29-634.438.36-41.74-96.92
21Q3 (8)890.017.11-0.41-32.26-272.73-0.28-154.55-660.0-0.61-205.0-481.253.2421.3558.059.64-12.04-32.54-8.92-43.87-657.5-11.18-8.75-168.75-0.29-70.59-1066.67-0.36-33.33-300.0-11.007.41-111.95-11.18-8.75-168.7516.77-207.04-166.56
21Q2 (7)891.1418.67-0.31-381.82-1133.33-0.11-178.57-184.62-0.20-281.82-171.432.6712.1839.7910.96-53.68-49.49-6.20-182.67-183.0-10.28-362.92-978.63-0.17-194.44-221.43-0.27-400.0-1450.0-11.88-342.45-948.57-10.28-362.92-978.635.88-62.34-51.78
21Q1 (6)8812.8217.330.11257.14-56.00.1475.00.00.1137.5-56.02.38-0.4211.7423.6638.441.767.50153.38-15.353.91260.25-55.420.18157.14-5.260.09250.0-52.634.90261.18-55.293.91260.25-55.428.08146.7567.50
20Q4 (5)782.636.85-0.0736.36-133.330.0860.0-50.00.08-50.0-92.082.3916.5918.9117.0919.59-20.922.9685.0-65.5-2.4441.35-168.130.07133.33-58.82-0.0633.33-200.0-3.0441.43-173.87-2.4441.35-168.13--0.00
20Q3 (4)761.330.0-0.11-466.670.00.05-61.540.00.16-42.860.02.057.330.014.29-34.150.01.60-78.580.0-4.16-455.560.00.03-78.570.0-0.09-550.00.0-5.19-470.710.0-4.16-455.560.0--0.00
20Q2 (3)750.00.00.03-88.00.00.13-7.140.00.2812.00.01.91-10.330.021.70-6.670.07.47-15.690.01.17-86.660.00.14-26.320.00.02-89.470.01.40-87.230.01.17-86.660.0--0.00
20Q1 (2)752.740.00.25933.330.00.14-12.50.00.25-75.250.02.135.970.023.257.590.08.863.260.08.771063.740.00.1911.760.00.191050.00.010.961087.390.08.771063.740.0--0.00
19Q4 (1)730.00.0-0.030.00.00.160.00.01.010.00.02.010.00.021.610.00.08.580.00.0-0.910.00.00.170.00.0-0.020.00.0-1.110.00.0-0.910.00.0--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)
2024/110.554.03-41.256.32-22.631.62N/A-
2024/100.53-0.85-42.955.77-20.211.7N/A-
2024/90.54-14.65-39.485.23-16.831.691.82-
2024/80.6319.92-21.464.7-13.111.721.79-
2024/70.52-6.75-31.414.07-11.661.681.83-
2024/60.56-4.3-26.063.54-7.731.692.0-
2024/50.598.67-16.022.98-3.191.771.91-
2024/40.54-15.6-18.592.390.571.791.9-
2024/30.645.962.431.858.021.851.94-
2024/20.610.174.581.2111.231.851.94-
2024/10.6-5.7718.80.618.82.191.64-
2023/120.64-32.0126.518.8120.662.521.5-
2023/110.941.0383.228.1720.222.761.36係客戶需求增加
2023/100.935.1685.867.2315.062.621.44係客戶需求增加
2023/90.8910.7677.016.298.912.451.28係客戶需求增加
2023/80.84.7259.935.412.432.331.34係客戶需求增加
2023/70.770.5152.934.6-3.592.231.41係客戶需求增加
2023/60.768.6742.993.84-10.22.131.48-
2023/50.75.3527.13.08-17.771.991.58-
2023/40.666.2-5.652.38-25.511.871.68-
2023/30.638.18-23.741.71-31.141.711.95-
2023/20.5813.79-25.381.09-34.781.592.1-
2023/10.510.34-42.960.51-42.961.532.18-
2022/120.51-1.53-50.457.3-36.061.522.3係客戶需求減少
2022/110.512.48-46.756.8-34.651.522.31-
2022/100.50.16-55.896.28-33.411.52.33係客戶需求減少
2022/90.50.07-57.325.78-30.321.52.4係客戶需求減少
2022/80.50.13-52.785.28-25.861.532.35係客戶需求減少
2022/70.5-6.01-50.224.78-21.151.582.27係客戶需求減少
2022/60.53-3.4-44.564.28-15.371.792.09-
2022/50.55-21.79-35.973.74-8.522.081.8-
2022/40.7-14.15-17.463.19-1.22.31.62-
2022/30.825.86-5.212.494.632.491.43-
2022/20.78-13.0212.391.6710.262.691.32-
2022/10.89-12.838.480.898.482.881.23-
2021/121.025.8124.0911.4234.83.131.04-
2021/110.97-15.120.5510.435.953.280.99-
2021/101.14-3.0848.559.4337.763.370.97-
2021/91.1710.7250.988.2936.43.240.81係客戶需求增加
2021/81.065.5556.557.1234.253.030.87係客戶需求增加
2021/71.014.6770.476.0630.992.830.93係客戶需求增加
2021/60.9611.5763.485.0525.222.670.9係客戶需求增加
2021/50.860.8140.244.0918.72.580.93-
2021/40.85-1.4121.13.2314.032.411.0-
2021/30.8725.5212.112.3811.692.380.8-
2021/20.69-16.052.61.5111.452.340.82-
2021/10.82-0.2920.160.8220.162.450.78-
2020/120.822.828.128.4710.012.390.64-
2020/110.84.633.367.658.362.350.66-
2020/100.77-1.49-0.196.856.032.220.69-
2020/90.7814.813.536.086.872.051.01-
2020/80.6814.94-11.315.35.961.851.11-
2020/70.590.38-21.854.629.071.791.15-
2020/60.59-4.29-21.174.0315.771.911.39-
2020/50.61-12.94-9.113.4525.822.091.26-
2020/40.7-8.728.442.8337.252.151.23-
2020/30.7714.8822.452.1350.492.131.25係客戶需求增加
2020/20.67-1.6978.541.3673.062.01.34係客戶需求增加
2020/10.686.3168.00.6868.00.0N/A係客戶需求增加
2019/120.647.0165.847.781.350.0N/A係客戶需求增加
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)900.0-2.470-2.0008.8420.93-0.680-26.860-27.350-2.370-2.510-2.240
2022 (9)901.12-2.460-2.5807.31-35.76-1.180-37.870-30.750-2.770-2.260-2.20
2021 (8)8914.1-1.230-0.64011.3834.3612.86-32.32-6.300-9.640-0.720-1.140-1.10
2020 (7)786.850.08-92.00.40-42.868.4710.019.00-26.535.13-57.360.77-91.920.43-53.760.08-91.30.07-90.41
2019 (6)734.291.0056.250.70536.367.781.1825.868.6112.03142.059.53-11.680.93342.860.9267.270.7358.7
2018 (5)700.00.6400.11-31.254.253.6623.8114.24.9765.1210.7900.2175.00.5500.460
2017 (4)7014.75-0.3800.16-85.054.1-14.7620.85-44.53.01-87.3-6.4700.12-89.47-0.320-0.270
2016 (3)6135.561.8014.651.0781.364.8167.637.57-9.323.719.6722.73-7.531.1483.871.1156.341.0953.52
2015 (2)45221.431.5700.5902.87120.7741.42163.3221.62024.5800.6200.7100.710
2014 (1)1427.270.000-0.2501.339.7815.730-19.480-16.300-0.250-0.210-0.210

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