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)68-1.45-1.45-0.37-1025.0-180.43-0.43-577.78-176.79-0.18-200.085.63.85-42.79-21.271.77-73.06-88.68-8.20-603.07-194.69-6.58-1530.43-200.15-0.32-390.91-176.19-0.25-933.33-178.12-7.20-705.04-196.0-6.58-1530.43-200.15118.72-548.22-304.27
24Q2 (19)690.00.00.04-71.43103.70.09-30.77110.710.1828.57109.846.73280.23204.526.57-71.26141.321.63-84.96105.770.46-91.48101.370.11-42.11117.740.03-70.0104.051.19-89.59103.290.46-91.48101.37102.8521.3541.12
24Q1 (18)696.1535.290.14114.14118.920.13113.0118.840.14106.33118.921.77-74.53-34.4422.86526.49779.2310.84205.45220.715.40158.0138.820.19126.76179.170.1115.38126.3211.43216.51300.185.40158.0138.82-16.20-100.54-82.78
23Q4 (17)65-5.847.73-0.99-315.2216.81-1.00-278.57-75.44-2.21-76.8-240.06.9542.1380.05-5.36-134.29-328.8-10.28-218.711.63-9.31-241.731.54-0.71-269.05-77.5-0.65-303.12-22.64-9.81-230.830.57-9.31-241.731.5481.70-86.32-55.95
23Q3 (16)690.056.820.46142.59360.00.56166.67330.77-1.2531.69-331.484.89121.2718.1215.63198.328.338.66130.64160.846.57119.51550.50.42167.74200.00.32143.24700.07.50120.75252.116.57119.51550.551.5648.3272.46
23Q2 (15)6935.2956.82-1.08-45.95-400.0-0.84-21.74-625.0-1.83-147.3-506.672.21-18.15-63.71-15.90-711.54-418.64-28.26-214.7-1057.97-33.67-142.06-1375.38-0.62-158.33-444.44-0.74-94.74-562.5-36.15-533.1-1074.39-33.67-142.06-1375.38-24.10-4.07-21.39
23Q1 (14)5115.9115.91-0.7437.82-1025.0-0.69-21.05-322.58-0.74-13.85-1025.02.7-30.05-6.572.60308.0-87.67-8.9814.07-210.59-13.91-2.28-1212.8-0.2440.0-204.35-0.3828.3-1050.0-5.7159.59-361.93-13.91-2.28-1212.8-18.41-626.09-279.75
22Q4 (13)440.00.0-1.19-1290.0-29.35-0.57-538.46-54.05-0.65-220.3764.093.86-6.76-24.76-1.25-110.2685.91-10.45-414.76-127.67-13.60-1446.53-73.47-0.4-385.71-66.67-0.53-1425.0-32.5-14.13-763.38-87.9-13.60-1446.53-73.47-19.39-681.11-278.61
22Q3 (12)440.00.00.10-72.22100.00.13-18.75-48.00.5420.0160.04.14-32.02-19.6112.18144.096.843.3212.5427.691.01-61.74124.440.14-22.227.690.04-75.0100.02.13-42.59632.51.01-61.74124.4439.36138.89-33.57
22Q2 (11)440.00.00.36350.0148.650.16-48.39172.730.45462.5147.376.09110.73116.734.99-76.33-38.852.95-63.67169.252.64111.2122.760.18-21.74250.00.16300.0148.483.7170.18134.452.64111.2122.7633.54229.3567.69
22Q1 (10)440.0-4.350.08108.7140.00.31183.7872.220.08104.42140.02.89-43.6650.5221.08337.66-0.668.12276.9131.821.25115.94126.480.23195.8391.670.04110.0144.442.18128.99146.091.25115.94126.48-22.02-915.65-32.11
21Q4 (9)440.0-4.35-0.92-1940.080.22-0.37-248.089.02-1.81-101.1170.955.13-0.39125.99-8.87-177.8187.95-4.59-276.5496.07-7.84-1842.2291.62-0.24-284.6290.98-0.4-2100.081.22-7.52-1780.093.16-7.84-1842.2291.6241.44-916.62-17.18
21Q3 (8)440.00.00.05106.76106.850.25213.64141.67-0.905.2645.455.1583.27390.4811.4039.71109.172.60161.03106.360.45103.88101.480.13208.33130.230.02106.06106.25-0.4096.2998.770.45103.88101.4864.81-81.62-4.29
21Q2 (7)44-4.350.0-0.74-270.0-60.87-0.22-222.2260.71-0.95-375.0-2.152.8146.35-27.768.16-61.551331.58-4.26-169.1651.81-11.60-145.76-124.81-0.12-200.064.71-0.33-266.67-65.0-10.77-127.7-154.01-11.60-145.76-124.8115.46-87.15-58.44
21Q1 (6)460.04.55-0.2095.757.450.18105.34172.0-0.2096.7957.451.92-15.42418.9221.22128.84-42.356.16105.27113.41-4.7294.9591.50.12104.51170.59-0.0995.7755.0-4.7395.791.04-4.7294.9591.550.38-220.65-178.17
20Q4 (5)464.556.98-4.65-536.99-247.01-3.37-461.67-343.42-6.23-277.58-105.612.27116.19-59.54-73.59-1450.28-837.37-116.87-186.1-993.26-93.54-208.61-808.16-2.66-518.6-343.33-2.13-565.62-267.24-109.96-237.92-841.44-93.54-208.61-808.16--0.00
20Q3 (4)440.00.0-0.73-58.70.0-0.60-7.140.0-1.65-77.420.01.05-73.010.05.45856.140.0-40.85-362.10.0-30.31-487.40.0-0.43-26.470.0-0.32-60.00.0-32.54-667.450.0-30.31-487.40.0--0.00
20Q2 (3)440.00.0-0.462.130.0-0.56-124.00.0-0.93-97.870.03.89951.350.00.57-98.450.0-8.8480.750.0-5.1690.70.0-0.34-100.00.0-0.20.00.0-4.2491.970.0-5.1690.70.0--0.00
20Q1 (2)442.330.0-0.4764.930.0-0.2567.110.0-0.4784.490.00.37-93.40.036.81268.840.0-45.92-329.560.0-55.50-438.830.0-0.1771.670.0-0.265.520.0-52.79-351.970.0-55.50-438.830.0--0.00
19Q4 (1)430.00.0-1.340.00.0-0.760.00.0-3.030.00.05.610.00.09.980.00.0-10.690.00.0-10.300.00.0-0.60.00.0-0.580.00.0-11.680.00.0-10.300.00.0--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)
2024/101.1535.36-52.5713.510.423.8N/A本月認列合約收入金額較去年同期減少
2024/90.85-52.56-73.6812.3526.073.853.89本月認列合約收入金額較去年同期減少
2024/81.849.8234.4511.575.388.581.75本月認列合約收入金額較去年同期增加
2024/71.2-78.49280.589.785.877.651.96本月認列合約收入金額較去年同期大幅增加
2024/65.58543.99797.08.573.356.732.36本月認列合約收入金額較去年同期大幅增加
2024/50.87208.62-6.912.92-31.782.017.91本月認列合約收入金額較去年同期減少
2024/40.28-67.48-57.012.05-38.681.4810.72本月認列合約收入金額較去年同期減少
2024/30.86154.0877.151.77-34.251.7710.27本月認列合約收入金額較去年同期增加
2024/20.34-40.43107.60.91-58.813.844.74本月認列合約收入金額較去年同期大幅增加
2024/10.57-80.51-72.120.57-72.125.093.58本月認列合約收入金額較去年同期減少
2023/122.9384.2697.8116.75-1.476.952.24本月認列合約收入金額較去年同期大幅增加
2023/111.59-34.6997.8713.82-10.857.262.14本月認列合約收入金額較去年同期增加
2023/102.43-24.954.2712.23-16.797.012.22本月認列合約收入金額較去年同期增加
2023/93.24142.39115.839.8-25.334.893.99本月認列合約收入金額較去年同期大幅增加
2023/81.34324.152.466.56-43.582.278.58本月認列合約收入金額較去年同期增加
2023/70.32-49.32-82.155.22-51.421.8710.45本月認列合約收入金額較去年同期減少
2023/60.62-33.17-72.584.9-45.372.218.56本月認列合約收入金額較去年同期減少
2023/50.9342.51-51.154.28-36.172.079.12本月認列合約收入金額較去年同期減少
2023/40.6534.01-65.873.35-30.231.314.48本月認列合約收入金額較去年同期減少
2023/30.49197.76-82.532.7-5.892.76.61本月認列合約收入金額較去年同期減少
2023/20.16-92.0324.892.212838.273.694.83本月認列合約收入金額較去年同期大幅增加
2023/12.0538.255476.262.055476.264.334.12本月認列合約收入金額較去年同期大幅增加
2022/121.4884.31-36.2817.013.323.864.36本月認列合約收入金額較去年同期減少
2022/110.8-49.08-49.8215.522.293.884.34本月認列合約收入金額較去年同期減少
2022/101.585.0630.7914.732.713.964.25本月認列合約收入金額較去年同期增加
2022/91.571.22-14.8713.1232.944.144.24本月認列合約收入金額較去年同期減少
2022/80.88-50.34113.2911.6243.354.913.58本月認列合約收入金額較去年同期大幅增加
2022/71.77-22.15-40.5310.7439.625.942.96本月認列合約收入金額較去年同期減少
2022/62.2719.0664.458.9890.016.092.84本月認列合約收入金額較去年同期大幅增加
2022/51.91-0.45104.456.71100.556.612.61本月認列合約收入金額較去年同期大幅增加
2022/41.91-31.41286.554.899.054.743.64本月認列合約收入金額較去年同期大幅增加
2022/32.797145.9271.852.8749.482.877.08本月認列合約收入金額較去年同期增加,本年累計營收亦較去年同期累計營收增加
2022/20.044.95107.870.08-74.362.48.46本月認列合約收入金額較去年同期增加,但本年累計營收較去年同期累計營收減少
2022/10.04-98.42-86.640.04-86.643.965.12本月認列合約收入金額較去年同期減少
2021/122.3245.13407.8615.097.985.133.54本月認列合約收入金額較去年同期大幅增加
2021/111.632.7238.9712.6878.074.573.97本年累積認列合約收入金額較去年同期大幅增加
2021/101.21-31.6281.8911.0885.623.385.37本月認列合約收入金額較去年同期大幅增加
2021/91.76329.05531.279.8786.085.153.55本月認列合約收入金額較去年同期增加
2021/80.41-86.15-37.038.1161.324.763.83本月認列合約收入金額較去年同期減少
2021/72.97115.32435.067.6976.025.283.45本月認列合約收入金額較去年同期大幅增加
2021/61.3848.01-60.64.7211.052.816.68本月認列合約收入金額較去年同期減少
2021/50.9388.2324.333.34344.743.056.15本月認列合約收入金額較去年同期大幅增加
2021/40.5-69.5202.252.41353.152.148.77本月認列合約收入金額較去年同期大幅增加
2021/31.628664.71004.521.92420.221.929.63本月認列合約收入金額較去年同期大幅增加
2021/20.02-93.25-45.480.2932.430.7524.59-
2021/10.27-39.946.560.2746.561.889.8-
2020/120.46-60.28-84.747.58-57.122.277.1本月認列合約收入金額較去年同期減少
2020/111.1573.71-18.627.12-51.472.097.71本月認列合約收入金額較去年同期減少
2020/100.66137.3-44.715.97-54.981.610.12本月認列合約收入金額較去年同期減少
2020/90.28-57.2-85.785.3-56.011.0515.69本月認列合約收入金額較去年同期減少
2020/80.65457.29-51.245.02-50.24.273.86本月認列合約收入金額較去年同期減少
2020/70.12-96.65-95.074.37-50.053.844.29本月認列合約收入金額較去年同期減少
2020/63.51494.586.984.25-33.223.893.72本月認列合約收入金額較去年同期大幅增加
2020/50.2234.05-74.970.75-83.270.5327.22本月認列合約收入金額較去年同期減少
2020/40.1611.41-5.680.53-85.290.3441.87本月認列合約收入金額較去年同期減少
2020/30.15332.59-94.150.37-89.30.3742.27本月認列合約收入金額較去年同期減少
2020/20.03-81.87-94.650.22-76.183.224.84本月認列合約驗收收入較去年同期減少
2020/10.19-93.74-36.170.19-36.174.63.39-
2019/123.0111.9251.2817.67-14.270.0N/A本月認列合約收入金額較去年同期大幅增加
2019/111.4218.03191.8314.67-25.750.0N/A本月認列合約收入金額較去年同期增加
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)6547.73-2.210-1.96016.75-1.350.67-91.69-6.900-8.620-1.160-1.270-1.440
2022 (9)440.0-0.6500.04016.9813.28.0657.420.870-1.6900.150-0.170-0.290
2021 (8)44-4.35-1.810-0.13015.097.895.120-0.690-5.300-0.10-0.80-0.790
2020 (7)466.98-6.230-4.7807.58-57.1-19.230-47.480-37.600-3.60-3.20-2.850
2019 (6)432.38-3.030-1.51017.67-14.267.77-36.62-6.210-7.420-1.10-1.380-1.310
2018 (5)4210.53-0.8200.25-74.2320.61-4.5812.26-8.921.10-73.93-1.6600.23-74.73-0.280-0.340
2017 (4)3818.751.14-70.00.97-53.8121.63.413.46-24.214.22-43.962.01-65.220.91-42.040.69-49.260.44-63.64
2016 (3)326.673.803.832.101.4520.898.7517.76-4.217.53-13.155.781.051.57-5.991.360.741.2110.0
2015 (2)300.03.66155.942.0766.9419.2129.118.547.428.6742.135.7297.921.6783.521.35170.01.1155.81
2014 (1)3001.4301.24014.88017.2606.1002.8900.9100.500.430

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