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)10910.180.18-0.66-151.5631.96-0.0833.33-300.00.38-63.46-58.719.068.05-3.1521.20-5.15-5.9-4.4438.16-377.42-38.13-148.1629.47-0.8533.07-372.22-7.2-151.4332.14-37.71-147.4829.78-38.13-148.1629.471.96230.22-33.34
24Q2 (19)10890.00.01.28612.00.79-0.12-100.07.691.04516.0-45.2617.64-4.13-0.5122.35-0.04-2.57-7.18-106.92-1.2779.18633.2-0.21-1.27-98.44-0.7914.0620.451.0179.43655.070.6579.18633.2-0.21-3.95237.62-30.00
24Q1 (18)10890.00.0-0.25-136.76-140.32-0.0640.050.0-0.25-115.53-140.3218.4-3.776.2422.36-7.0310.53-3.4711.2552.66-14.85-138.4-138.0-0.6414.6749.61-2.69-136.11-139.56-14.31-134.98-136.49-14.85-138.4-138.0-3.3116.67-180.00
23Q4 (17)10890.0-3.80.68170.1855.56-0.10-400.068.751.6175.0269.4719.12-2.852.1924.056.7548.55-3.91-320.4369.9538.67171.53801.81-0.75-316.6769.147.45170.22809.5240.91176.1814006.938.67171.53801.814.08-3.14-157.69
23Q3 (16)10890.0-2.85-0.97-176.38-288.0-0.0284.6266.670.92-51.58208.2419.6811.03.4222.53-1.79-2.09-0.9386.8862.65-54.06-168.13-265.02-0.1885.7161.7-10.61-176.55-278.93-53.70-168.04-289.7-54.06-168.13-265.026.69-35.7738.15
23Q2 (15)10890.0-6.041.27104.84364.58-0.13-8.337.141.90206.45416.6717.732.37-5.3922.9413.420.29-7.093.278.9979.35103.05367.17-1.260.7913.713.86103.82349.7378.92101.22369.5479.35103.05367.17-2.53446.8727.09
23Q1 (14)1089-3.8-6.040.62788.89616.67-0.1262.5-33.330.62165.26616.6717.32-7.43-15.3120.2324.9512.64-7.3343.66-61.139.08809.26664.74-1.2747.74-36.566.8747.62596.3539.2213424.14711.8639.08809.26664.74-4.55426.44-185.41
22Q4 (13)11320.98-2.33-0.0964.0-164.29-0.32-433.33-966.67-0.95-11.76-778.5718.71-1.68-19.4616.19-29.64-30.03-13.01-422.49-2343.1-5.5162.8-184.77-2.43-417.02-1835.71-1.0562.5-166.460.29102.1-96.64-5.5162.8-184.77-0.0655.96-188.09
22Q3 (12)1121-3.28-3.28-0.2547.92-159.52-0.0657.1445.45-0.85-41.67019.031.55-14.8523.0120.668.33-2.4968.04-27.69-14.8150.13-169.27-0.4767.81-6.82-2.849.55-157.97-13.7852.94-154.57-14.8150.13-169.27-3.40-126.040.79
22Q2 (11)11590.00.0-0.48-300.0-92.0-0.14-55.56-100.0-0.60-400.0-46.3418.74-8.36-4.1419.076.18-18.57-7.79-71.21-75.45-29.70-329.19-94.5-1.46-56.99-67.82-5.55-305.11-92.71-29.28-356.79-91.87-29.70-329.19-94.5-10.16-242.86-127.78
22Q1 (10)11590.00.0-0.12-185.7129.41-0.09-200.0-350.0-0.12-185.7129.4120.45-11.97-7.017.96-22.39-25.2-4.55-884.48-684.48-6.92-206.4623.54-0.93-764.29-615.38-1.37-186.7128.65-6.41-174.2825.03-6.92-206.4623.54-4.02-126.19-63.63
21Q4 (9)11590.00.00.14-66.67-74.55-0.0372.73-137.50.14040.023.233.94-4.6823.148.95-22.110.58129.74-87.636.50-69.6-75.080.14131.82-87.721.58-67.29-75.248.63-65.82-68.146.50-69.6-75.089.13100.667.80
21Q3 (8)11590.00.00.42268.0240.0-0.11-57.14-57.140.00100.0100.022.3514.32-5.721.24-9.310.33-1.9556.0817.7221.38240.01242.53-0.4449.4321.434.83267.71239.625.25265.47281.2621.38240.01242.531.61110.47-153.57
21Q2 (7)11590.00.17-0.25-47.06-125.77-0.07-250.074.07-0.41-141.18-173.3319.55-11.11.6623.42-2.4647.85-4.44-665.5259.56-15.27-68.73-125.52-0.87-569.2358.77-2.88-50.0-125.67-15.26-78.48-124.44-15.27-68.73-125.52-10.43-88.98-187.50
21Q1 (6)11590.00.0-0.17-130.9184.82-0.02-125.071.43-0.17-270.084.8221.99-9.77-17.6424.01-19.1935.65-0.58-112.3780.2-9.05-134.781.5-0.13-111.483.33-1.92-130.0985.26-8.55-131.5682.46-9.05-134.781.5-3.4776.2144.64
20Q4 (5)11590.00.00.55283.33685.710.08214.29140.00.10122.22-50.024.372.8360.3329.7140.34547.284.69297.89134.6426.08273.87643.021.14303.57155.346.38284.39668.6727.09294.47357.626.08273.87643.02--0.00
20Q3 (4)11590.170.0-0.30-130.930.0-0.0774.070.0-0.45-200.00.023.723.240.021.1733.650.0-2.3778.420.0-15.00-125.070.0-0.5673.460.0-3.46-130.840.0-13.93-122.310.0-15.00-125.070.0--0.00
20Q2 (3)1157-0.170.00.97186.610.0-0.27-285.710.0-0.1586.610.019.23-27.980.015.84-10.510.0-10.98-274.740.059.83222.30.0-2.11-170.510.011.22186.110.062.43228.060.059.83222.30.0--0.00
20Q1 (2)11590.00.0-1.12-1700.00.0-0.0765.00.0-1.12-660.00.026.775.660.017.70285.620.0-2.9378.360.0-48.92-1493.730.0-0.7862.140.0-13.03-1669.880.0-48.75-923.480.0-48.92-1493.730.0--0.00
19Q4 (1)11590.00.00.070.00.0-0.200.00.00.200.00.015.20.00.04.590.00.0-13.540.00.03.510.00.0-2.060.00.00.830.00.05.920.00.03.510.00.0--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)
2024/107.1411.584.9962.241.1619.73N/A
2024/96.43.5-1.9655.130.7419.091.58
2024/86.19-4.88-5.048.731.1118.151.66
2024/76.519.06-1.9642.542.0617.751.69-
2024/65.46-5.63-6.9736.072.917.671.7
2024/55.79-9.82-4.5730.64.8918.441.63
2024/46.422.8710.824.827.3718.331.64
2024/36.249.92-1.218.46.2218.41.5
2024/25.68-12.466.1512.1610.4818.181.52
2024/16.487.7514.576.4814.5718.771.47
2023/126.02-3.9711.073.81-4.0419.091.43
2023/116.27-7.91-6.6267.79-5.1819.61.4
2023/106.84.233.4461.53-5.0319.841.38
2023/96.530.2413.6354.72-6.019.671.36
2023/86.51-1.83-7.548.19-8.1519.031.4
2023/76.6312.86.2741.68-8.2518.581.44
2023/65.88-3.04-3.6935.06-10.5417.741.59
2023/56.074.71-2.7229.18-11.818.181.55
2023/45.79-8.33-9.4423.11-13.9117.461.62-
2023/36.3218.19-6.2217.32-15.2917.321.76
2023/25.35-5.52-15.1211.0-19.7516.01.9-
2023/15.6613.22-23.675.66-23.6717.371.76-
2022/125.0-25.52-30.6476.5-12.1318.291.83-
2022/116.712.01-18.1371.5-10.4719.011.77-
2022/106.5815.03-15.3664.79-9.5919.341.74-
2022/95.72-18.77-26.958.19-8.9319.01.94-
2022/87.0412.78-3.3352.47-6.4219.341.91-
2022/76.243.02-13.8645.43-6.8818.541.99-
2022/66.06-2.83-6.0839.14-5.7818.691.9-
2022/56.24-2.5-7.3633.08-5.7319.361.84-
2022/46.4-4.970.426.85-5.3419.431.83-
2022/36.736.86-12.1120.44-7.0420.441.62-
2022/26.3-15.041.813.71-4.3320.921.58-
2022/17.412.89-8.987.41-8.9822.821.45-
2021/127.21-12.09-18.9787.07-7.3823.181.44-
2021/118.25.47-2.9479.87-6.1624.081.38-
2021/107.77-4.1610.4671.67-6.5223.161.44-
2021/98.1111.36-6.7364.18-7.8222.641.46-
2021/87.280.49-0.9456.07-7.9821.11.56-
2021/77.2510.22-5.3648.79-8.9520.551.6-
2021/66.57-2.323.9141.67-9.2819.681.55-
2021/56.735.6611.9435.09-11.3820.881.46-
2021/46.37-18.08-7.5828.48-15.2120.331.5-
2021/37.7825.68-11.2822.11-17.1822.111.17-
2021/26.19-24.05-26.0714.33-20.0723.151.12-
2021/18.15-7.58-14.818.15-14.8125.411.02-
2020/128.824.37118.0393.9333.3224.31.15因109年增加Verbatim品牌業務之事業體,故109年併入其營收。
2020/118.4520.0471.0185.1228.1724.041.16因109年增加Verbatim品牌業務之事業體,故109年併入其營收。
2020/107.04-17.7813.0676.6724.7222.951.22-
2020/98.5616.4138.3569.525.7923.571.27-
2020/87.35-3.9914.4760.9424.221.451.4-
2020/77.6618.8750.9253.5925.6720.111.49因109年增加Verbatim品牌業務之事業體,故109年併入其營收。
2020/66.447.124.1546.0522.5619.351.68-
2020/56.01-12.77-13.8739.626.1921.611.51-
2020/46.89-20.8313.5433.5937.6623.971.36-
2020/38.714.0237.0326.6445.3326.641.16-
2020/28.37-12.4862.2517.9349.7323.01.35因109年增加Verbatim品牌業務之事業體,故109年併入其營收。
2020/19.5688.840.269.5640.2619.571.58-
2019/125.072.56-28.8471.47-17.910.0N/A-
2019/114.94-20.63-34.0666.41-16.940.0N/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)1089-3.81.610-0.37073.84-4.022.4818.01-4.68023.820-3.46018.04017.50
2022 (9)1132-2.33-0.950-0.62076.92-11.7219.05-16.92-6.890-14.080-5.30-9.360-10.780
2021 (8)11590.00.1440.0-0.23087.13-7.3222.937.6-1.4901.5113.53-1.302.7820.871.6145.05
2020 (7)11590.00.10-50.0-0.32094.0133.4421.3134.19-2.4601.33-44.12-2.3102.37.481.11-51.53
2019 (6)1159-34.560.20-16.67-0.07070.45-19.0915.88122.1-1.3302.38-51.03-0.9402.14-57.712.29-46.74
2018 (5)1771-3.650.240-0.64087.07-4.97.151154.39-7.1004.860-6.1805.0604.30
2017 (4)1838-9.19-0.610-1.35091.56-16.480.57-75.32-14.510-12.310-13.290-9.820-11.280
2016 (3)2024-1.46-1.170-1.860109.62-14.282.3162.68-15.760-20.100-17.280-20.690-23.710
2015 (2)2054-20.2-1.310-1.540127.88-20.751.42-44.53-13.240-22.340-16.930-27.070-26.970
2014 (1)2574-4.81-0.670-1.500161.372.742.560-9.610-10.720-15.510-16.380-17.260

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