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)1853-0.05-0.05-0.16-6.6727.27-0.1830.7745.45-0.90-21.62-143.2477.5520.126.4828.94-3.4719.69-4.6141.8748.55-3.8213.7731.79-3.5830.0845.09-2.96-3.527.45-4.2013.7632.04-3.8213.7731.7916.1033.7345.08
24Q2 (19)18540.00.0-0.1574.14-475.0-0.2659.38-160.0-0.74-27.59-393.3364.5612.08-13.129.9851.195.94-7.9364.91-254.02-4.4376.35-561.46-5.1260.68-208.43-2.8673.49-502.82-4.8776.55-534.82-4.4376.35-561.465.6233.3721.51
24Q1 (18)18540.00.0-0.58-7.41-205.26-0.64-16.36-190.91-0.5836.96-205.2657.6-0.83-18.9219.833.66-21.12-22.60-14.2-265.7-18.73-8.02-274.6-13.02-13.32-196.58-10.79-7.15-203.94-20.77-6.84-280.4-18.73-8.02-274.6-10.54-76.43-41.52
23Q4 (17)18540.00.22-0.54-145.45-263.64-0.55-66.67-244.74-0.92-148.65-118.9758.08-20.25-36.0219.13-20.89-43.93-19.79-120.87-338.15-17.34-209.64-359.97-11.49-76.23-252.39-10.07-146.81-266.45-19.44-214.56-368.51-17.34-209.64-359.97-11.11-397.73-148.34
23Q3 (16)18540.00.27-0.22-650.0-116.3-0.33-230.0-129.46-0.37-146.67-108.1972.83-1.97-36.5124.18-14.56-45.31-8.96-300.0-142.52-5.60-683.33-125.7-6.52-292.77-126.98-4.08-674.65-116.32-6.18-651.79-124.96-5.60-683.33-125.71.30-264.48-87.72
23Q2 (15)18540.00.270.04121.05-97.48-0.1054.55-107.35-0.1521.05-104.7374.294.57-34.4928.3012.57-41.27-2.2463.75-108.520.96119.2-96.29-1.6662.19-105.570.71120.0-97.581.12120.51-96.250.96119.2-96.29-8.58-18.27-51.67
23Q1 (14)18540.220.27-0.19-157.58-112.03-0.22-157.89-114.86-0.19-103.92-112.0371.04-21.74-38.7525.14-26.32-47.97-6.18-174.37-122.28-5.00-174.96-119.8-4.39-158.22-113.64-3.55-158.68-112.12-5.46-175.41-118.59-5.00-174.96-119.8-21.30-116.57-111.98
22Q4 (13)18500.050.270.33-75.56-83.50.38-66.07-81.194.857.3-25.1590.78-20.87-37.5934.12-22.82-27.78.31-60.56-70.486.67-69.39-73.727.54-68.8-81.586.05-75.8-83.617.24-70.76-73.946.67-69.39-73.72-9.86-45.33-41.86
22Q3 (12)18490.00.271.35-15.09-54.081.12-17.65-25.834.5242.590.89114.721.16-23.3944.21-8.263.121.07-19.82-9.7621.79-15.84-39.9124.17-18.89-30.8825.0-14.82-53.9624.76-17.16-39.4321.79-15.84-39.91-0.53-7.23-12.88
22Q2 (11)18490.00.271.590.6352.881.36-8.1122.523.17100.63105.84113.4-2.22-0.7548.19-0.2723.3126.28-5.2630.2925.892.5353.6529.8-7.429.2829.350.252.4729.891.7757.0725.892.5353.65-11.24-10.19-17.42
22Q1 (10)18490.220.271.58-21.0216.01.48-26.73150.851.58-75.62216.0115.98-20.2620.4748.322.3940.9227.74-1.46128.6925.25-0.51165.2332.18-21.4175.5129.29-20.67219.7629.375.72185.4225.25-0.51165.23-11.56-26.483.52
21Q4 (9)18450.050.332.00-31.97217.462.0233.77201.496.4844.64123.45145.45-2.8643.1947.1910.0545.8328.1520.5698.9425.38-30.01123.0240.9417.07184.936.92-32.01219.3827.78-32.05108.5625.38-30.01123.0214.1075.3634.91
21Q3 (8)18440.00.332.94182.69234.091.5136.0471.594.48190.9197.36149.7431.0536.6642.889.7219.4423.3515.7736.7936.26115.19145.534.9751.7187.0154.3182.08235.640.88114.82140.6136.26115.19145.524.87145.3462.09
21Q2 (7)18440.00.331.04108.044.441.1188.1456.341.54208.010.79114.2618.6923.2439.0813.9711.7220.1766.2834.2916.8577.017.523.0597.3565.4719.25110.1544.7419.0384.9425.9416.8577.017.56.7343.6938.10
21Q1 (6)18440.270.330.50-20.63-25.370.59-11.94-6.350.50-82.76-25.3796.27-5.232.2534.295.969.6212.13-14.28-2.19.52-16.34-26.6611.68-18.720.179.16-20.76-25.0410.29-22.75-21.039.52-16.34-26.66-6.26-24.52-17.90
20Q4 (5)18390.050.380.63-28.4153.660.67-23.8634.02.9027.7576.83101.58-7.296.0232.36-9.8623.7514.15-17.1177.9911.38-22.9544.614.37-23.1688.5811.56-28.5553.3213.32-21.6114.8411.38-22.9544.6--0.00
20Q3 (4)18380.00.00.8822.220.00.8823.940.02.2763.310.0109.5718.190.035.902.630.017.0713.650.014.773.00.018.734.240.016.1821.650.016.9912.440.014.773.00.0--0.00
20Q2 (3)18380.00.00.727.460.00.7112.70.01.39107.460.092.71-1.530.034.9811.830.015.0221.230.014.3410.480.013.9319.470.013.38.840.015.1115.960.014.3410.480.0--0.00
20Q1 (2)18380.330.00.6763.410.00.6326.00.00.67-59.150.094.15-1.730.031.2819.620.012.3955.850.012.9864.930.011.6653.020.012.2262.070.013.03110.160.012.9864.930.0--0.00
19Q4 (1)18320.00.00.410.00.00.500.00.01.640.00.095.810.00.026.150.00.07.950.00.07.870.00.07.620.00.07.540.00.06.200.00.07.870.00.0--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)
2024/1119.61-8.148.42240.67-6.6867.5N/A-
2024/1021.35-19.51-1.42221.06-7.8274.84N/A-
2024/926.53-1.596.07199.71-8.4577.551.72-
2024/826.9612.053.65173.18-10.3472.791.83-
2024/724.0610.4710.28146.22-12.5167.431.98-
2024/621.780.81.77122.16-15.9464.562.09-
2024/521.61.99-5.29100.38-18.9963.912.12-
2024/421.180.21-29.5978.78-22.0859.642.27-
2024/321.1321.93-25.1557.6-18.9157.62.28-
2024/217.33-9.46-16.2236.47-14.7954.82.4-
2024/119.144.44-13.4519.14-13.4555.562.37-
2023/1218.331.31-29.02276.24-36.4758.082.3-
2023/1118.09-16.49-34.58257.91-36.9464.762.06-
2023/1021.66-13.39-41.93239.82-37.1272.681.84-
2023/925.01-3.83-39.58218.16-36.5972.831.84-
2023/826.0119.23-30.23193.15-36.1969.221.94-
2023/721.811.94-39.47167.14-37.0266.022.03-
2023/621.4-6.19-45.31145.33-36.6474.291.91-
2023/522.81-24.17-35.71123.93-34.8681.131.75-
2023/430.086.54-22.45101.12-34.6679.01.8-
2023/328.2336.48-33.6771.04-38.7471.042.11-
2023/220.69-6.47-42.9142.8-41.6968.632.18-
2023/122.12-14.34-40.522.12-40.575.591.98-
2022/1225.82-6.62-36.9434.87-14.0190.781.62-
2022/1127.65-25.87-41.62409.05-11.99106.351.38-
2022/1037.3-9.88-34.72381.4-8.63115.981.27-
2022/941.411.04-27.11344.1-4.49114.721.34-
2022/837.283.43-25.61302.7-0.25112.441.37-
2022/736.04-7.88-15.85265.424.75110.651.39-
2022/639.1210.258.4229.388.95113.41.34-
2022/535.48-8.52-11.43190.269.06116.841.3-
2022/438.79-8.861.79154.7715.17117.591.3-
2022/342.5717.4717.97115.9820.47115.981.17-
2022/236.23-2.5320.2773.4121.96114.341.19-
2022/137.18-9.1523.6637.1823.66125.481.08-
2021/1240.92-13.6123.76505.7327.06145.450.9-
2021/1147.38-17.157.41464.8127.36161.320.822021年11月較去年同期營收成長57.4%,主要係因客戶需求增加,而使銷貨較去年同期成長。
2021/1057.150.6248.77417.4324.66164.060.8-
2021/956.7913.3121.78360.2821.53149.740.89-
2021/850.1217.0158.89303.4921.49129.041.032021年8月較去年同期營收成長58.9%,主要係因客戶需求增加,而使銷貨較去年同期成長。
2021/742.8318.6736.43253.3716.08118.991.12-
2021/636.09-9.9120.01210.5412.66114.261.23-
2021/540.065.1341.29174.4411.25114.251.23-
2021/438.115.6111.15134.384.62104.321.34-
2021/336.0819.76-7.0596.272.2596.271.38-
2021/230.130.218.4860.198.7893.251.42-
2021/130.06-9.079.0830.069.0893.221.42-
2020/1233.069.8624.18398.0113.73101.581.27-
2020/1130.1-21.65-7.45364.9412.87115.151.12-
2020/1038.41-17.624.78334.8515.14116.591.11-
2020/946.6347.85-8.2296.4316.63109.571.14-
2020/831.540.47-16.79249.822.8493.011.34-
2020/731.394.383.43218.2631.9389.821.39-
2020/630.076.0512.6186.8638.3392.711.24-
2020/528.36-17.294.11156.7944.67101.461.14-
2020/434.28-11.6864.4128.4458.28100.881.142020年四月較去年同期營收成長64.4%,主要係因客戶需求增加,而使銷貨較去年同期成長。
2020/338.8239.7997.6494.1556.1694.151.142020年三月較去年同期營收成長97.6%,主要係因客戶需求增加,而使銷貨較去年同期成長。
2020/227.770.7653.8755.3336.1281.961.312020年二月較去年同期營收成長54%,主要係因客戶需求增加,而使銷貨較去年同期成長。
2020/127.563.521.9427.5621.940.0N/A-
2019/1226.63-18.1230.3349.95-5.290.0N/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)18540.22-0.920-1.200276.24-36.4824.47-44.69-8.710-6.150-24.070-18.840-17.00
2022 (9)18500.274.68-25.124.34-17.02434.87-14.0144.246.321.54-1.5520.63-12.7793.69-15.32102.92-22.7889.7-25.02
2021 (8)18450.336.25120.075.2380.97505.7327.0641.6223.5421.8848.4423.6576.76110.6488.61133.28128.18119.63124.62
2020 (7)18390.382.8476.42.8974.1398.0113.7333.6922.614.7466.3713.3855.458.6689.2958.4193.0353.2676.83
2019 (6)18320.551.61-65.381.66-50.74349.95-5.327.48-27.098.86-49.728.61-64.6330.99-52.3930.26-67.3430.12-66.51
2018 (5)18223.174.6553.473.379.06369.538.0637.692.017.624.7624.3450.965.0913.1492.6467.3489.9362.98
2017 (4)1766-50.313.0303.090341.9741.7536.9552.7516.82016.13057.53055.36055.180
2016 (3)35540.91-0.070-0.070241.2515.2824.19101.58-1.480-1.020-3.580-4.710-2.430
2015 (2)35220.11-1.190-2.700209.28-6.6312.00-7.05-23.910-20.050-50.040-41.810-41.880
2014 (1)35180.0-1.830-3.400224.140.9512.910-28.180-28.890-63.150-64.620-64.540

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