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)2291-0.040.091.488.82-25.631.2624.75-16.03.8861.67-20.16367.7310.48-7.9722.441.13-4.9210.678.22-7.79.22-1.81-19.3439.2519.63-15.0433.98.83-25.6312.06-1.71-16.139.22-1.81-19.3413.0719.8040.06
24Q2 (19)22920.00.171.3630.77-26.091.0155.38-28.372.40130.77-16.08332.8515.67-10.7522.199.2-4.649.8627.23-15.09.3912.86-16.8332.8147.06-24.1431.1530.44-25.8312.2712.88-13.599.3912.86-16.83-3.18-0.187.24
24Q1 (18)22920.130.171.04-31.130.970.65-40.91-2.991.04-83.650.97287.76-22.04-15.820.32-7.88.147.75-16.3123.028.32-11.2120.2322.31-34.733.5723.88-30.981.4910.87-7.824.948.32-11.2120.23-14.83-27.62-33.79
23Q4 (17)22890.00.181.51-24.12-10.121.10-26.677.846.3630.862.75369.09-7.63-14.3522.04-6.6112.859.26-19.919.959.37-18.024.8134.18-26.022.7434.6-24.09-10.0611.79-18.014.89.37-18.024.81-0.25-7.99-10.15
23Q3 (16)22890.040.181.998.156.991.506.384.94.8669.937.76399.577.14-13.4623.601.4221.0311.56-0.3421.4311.431.2424.146.26.825.1445.588.527.514.381.2724.1811.431.2424.18.1343.4058.41
23Q2 (15)22880.00.181.8478.646.361.41110.45-3.422.86177.677.52372.939.13-13.1923.2723.8413.911.6084.1314.0611.2963.1522.1943.25100.79-1.0342.078.56.0614.2063.2222.211.2963.1522.19-5.7819.9838.07
23Q1 (14)22880.130.181.03-38.6911.960.67-34.31-36.791.03-83.3611.96341.74-20.7-17.1118.79-3.799.636.30-18.39-12.866.92-22.635.1621.54-35.26-27.7423.53-38.8411.838.70-22.6735.096.92-22.635.16-13.68-24.18-31.49
22Q4 (13)22850.0-1.131.68-9.6854.131.02-28.67-20.936.1937.253.0430.95-6.67-3.3119.530.1513.027.72-18.91-4.818.94-2.9358.5133.27-24.28-7.9238.47-9.2753.3311.25-2.8558.98.94-2.9358.510.41-1.08-15.36
22Q3 (12)22850.04-1.211.867.5139.851.43-2.0520.174.5169.55-7.96461.747.4910.319.50-4.550.989.52-6.3913.29.21-0.3224.843.940.5524.7642.47.0737.6611.58-0.3425.199.21-0.3224.85.8447.7817.85
22Q2 (11)22840.0-1.721.7388.04-0.571.4637.7422.692.66189.13-25.49429.574.195.6120.4319.193.9710.1740.668.899.2480.47-7.1443.746.614.9739.688.21-1.8311.6280.43-7.569.2480.47-7.14-1.6536.229.96
22Q1 (10)2284-1.17-1.720.92-15.6-49.731.06-17.83178.950.92-84.69-49.73412.3-7.499.3117.14-0.81-3.767.23-10.8529.345.12-9.22-54.8129.81-17.4941.4821.04-16.14-50.656.44-9.04-55.745.12-9.22-54.81-0.52-16.82-4.71
21Q4 (9)2311-0.09-0.561.09-18.0526.741.298.4122.416.0122.6539.44445.696.467.5617.28-10.516.738.11-3.5784.745.64-23.5814.1736.132.5898.5225.09-18.5424.957.08-23.4617.615.64-23.5814.174.69-20.804.20
21Q3 (8)2313-0.47-0.471.33-23.563.11.190.0-11.194.9037.2542.03418.642.921.319.31-1.731.748.41-9.96-12.857.38-25.831.2335.22-7.34-11.6630.8-23.652.989.25-26.41-2.327.38-25.831.235.38-14.24106.58
21Q2 (7)23240.00.01.74-4.9217.571.19213.164.393.5795.0865.28406.777.85-2.6819.6510.331.249.3467.087.119.95-12.1820.4638.0180.44.2540.34-5.3717.112.57-13.6117.269.95-12.1820.46-0.5653.9489.34
21Q1 (6)23240.00.01.83112.79169.120.38-34.4840.741.83-57.54169.12377.18-8.9715.7817.8110.0123.05.5927.33141.9911.33129.35179.7521.0715.77180.1942.63112.3171.1814.55141.69176.6211.33129.35179.75-4.3539.73-45.60
20Q4 (5)23240.00.00.86-33.33-17.310.58-56.72-26.584.3124.936.95414.360.27-6.1616.19-14.70.124.39-54.51-24.574.94-32.24-10.0218.2-54.35-29.2120.08-32.87-16.586.02-36.43-16.394.94-32.24-10.02--0.00
20Q3 (4)23240.00.01.29-12.840.01.3417.540.03.4559.720.0413.26-1.120.018.98-2.220.09.6510.670.07.29-11.740.039.879.350.029.91-13.180.09.47-11.660.07.29-11.740.0--0.00
20Q2 (3)23240.00.01.48117.650.01.14322.220.02.16217.650.0417.9628.30.019.4134.050.08.72277.490.08.26103.950.036.46384.840.034.45119.150.010.72103.80.08.26103.950.0--0.00
20Q1 (2)23240.00.00.68-34.620.00.27-65.820.00.68-83.130.0325.76-26.220.014.48-10.450.02.31-60.310.04.05-26.230.07.52-70.750.015.72-34.690.05.26-26.940.04.05-26.230.0--0.00
19Q4 (1)23240.00.01.040.00.00.790.00.04.030.00.0441.550.00.016.170.00.05.820.00.05.490.00.025.710.00.024.070.00.07.200.00.05.490.00.0--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)
2024/11125.130.931.331237.37-9.02367.59N/A-
2024/10123.964.61.281112.24-10.05363.0N/A-
2024/9118.5-1.69-15.95988.28-11.3367.690.71-
2024/8120.54-6.31-9.29869.78-10.63366.550.72-
2024/7128.669.622.36749.24-10.84355.540.74-
2024/6117.367.15-9.1620.59-13.16332.840.76-
2024/5109.533.37-11.33503.23-14.06323.330.78-
2024/4105.95-1.76-11.92393.7-14.78294.620.86-
2024/3107.8533.45-14.97287.75-15.79287.750.88-
2024/280.81-18.43-25.25179.9-16.28303.140.84-
2024/199.08-19.6-7.2199.08-7.21345.810.74-
2023/12123.24-0.18-7.711483.36-14.49369.110.7-
2023/11123.480.89-16.821360.11-15.05386.870.67-
2023/10122.39-13.19-17.831236.63-14.87396.280.65-
2023/9141.06.09-11.531114.24-14.53399.570.65-
2023/8132.95.74-13.89973.24-14.95387.680.67-
2023/7125.68-2.65-15.08840.35-15.12378.320.69-
2023/6129.114.51-11.82714.67-15.12372.930.62-
2023/5123.532.69-15.18585.56-15.82370.660.63-
2023/4120.29-5.16-12.63462.03-15.99355.240.66-
2023/3126.8417.32-16.25341.74-17.11341.740.74-
2023/2108.111.23-6.71214.9-17.61348.450.73-
2023/1106.79-20.03-26.32106.79-26.32388.790.65-
2022/12133.55-10.03-11.311734.755.24430.950.64-
2022/11148.45-0.33-0.481601.26.91456.780.61-
2022/10148.95-6.542.071452.757.73462.680.6-
2022/9159.383.259.061303.88.41461.730.68-
2022/8154.354.2913.971144.428.32448.780.7-
2022/7148.01.077.96990.077.49440.070.71-
2022/6146.430.538.62842.077.41429.760.72-
2022/5145.645.787.45695.647.16434.80.71-
2022/4137.68-9.10.91550.07.08405.050.76-
2022/3151.4730.6914.41412.319.31412.310.76-
2022/2115.9-20.0411.41260.856.55411.430.76-
2022/1144.95-3.732.96144.952.96444.710.7-
2021/12150.580.9312.041648.274.91445.690.72-
2021/11149.182.227.361497.694.24441.240.73-
2021/10145.93-0.133.491348.513.91427.480.76-
2021/9146.137.9-1.011202.573.96418.630.74-
2021/8135.43-1.20.641056.454.69407.30.76-
2021/7137.081.684.49921.025.31407.420.76-
2021/6134.8-0.54-5.65783.945.45406.770.7-
2021/5135.54-0.65-1.18649.148.1404.350.71-
2021/4136.433.05-0.76513.610.85372.830.77-
2021/3132.3827.265.05377.1815.75377.180.71-
2021/2104.02-26.119.97244.7922.49379.180.7-
2021/1140.774.7424.41140.7724.41414.110.64-
2020/12134.39-3.27-7.261571.07-11.71414.350.6-
2020/11138.94-1.46-7.441436.68-12.1427.580.58-
2020/10141.01-4.48-3.721297.74-12.57423.190.58-
2020/9147.639.71-10.141156.73-13.54413.360.59-
2020/8134.562.57-17.691009.1-14.02408.610.6-
2020/7131.18-8.18-14.51874.54-13.42411.220.59-
2020/6142.874.16-11.52743.37-13.23417.510.56-
2020/5137.17-0.22-7.29600.49-13.62400.650.58-
2020/4137.479.091.56463.33-15.33350.180.67-
2020/3126.0145.33-14.34325.85-20.89325.850.65-
2020/286.7-23.37-20.26199.84-24.53344.770.62-
2020/1113.14-21.92-27.5113.14-27.50.0N/A-
2019/12144.92-3.46-10.191779.48-14.070.0N/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)22890.186.293.114.68-5.841483.33-14.4822.0214.819.7912.669.8420.29145.16-3.7183.662.91145.712.97
2022 (9)2285-1.136.103.044.9722.411734.565.2319.183.688.699.868.18-3.2150.7315.57178.461.21141.511.9
2021 (8)2311-0.565.9239.294.0621.921648.284.918.506.147.9121.698.4534.98130.4227.79176.3239.91138.8738.65
2020 (7)23240.04.256.783.3320.221571.34-11.717.4313.486.5023.816.2618.34102.069.21126.021.92100.166.84
2019 (6)23240.03.9817.752.7736.451779.54-14.0815.3617.345.2545.435.2937.493.4524.83123.6414.6593.7517.82
2018 (5)23240.03.38199.122.03-38.862071.09-3.4713.091.393.61-7.23.85213.0174.86-10.28107.84219.8179.57202.66
2017 (4)23240.041.13-71.753.32-19.812145.64-6.5412.91-5.213.89-29.781.23-69.8583.44-34.3533.72-73.3326.29-72.08
2016 (3)23230.134.0030.294.1461.722295.725.8313.625.015.5438.854.0821.07127.0946.87126.4326.3494.1630.36
2015 (2)23200.353.0711.232.560.392169.29-5.9412.975.883.9929.133.3736.9986.5321.43100.0729.1672.2311.79
2014 (1)23121.092.76-27.182.55-19.812306.328.1712.2503.0902.46071.26-29.0477.48-32.7464.61-26.2

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