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)2140.00.47-0.9616.52-140.00.77-29.3620.311.05-47.76-1.8717.96-10.11-8.1319.914.57-22.075.16-29.51-43.79-16.87-5.44-200.710.93-36.3-48.04-2.0516.33-138.37-15.417.56-570.0-16.87-5.44-200.71-1.05-59.93354.55
24Q2 (19)2140.474.39-1.15-136.39-334.691.09738.4670.312.01-36.3934.019.988.011.019.046.67-27.417.32971.43-19.56-16.00-149.84-766.671.461012.5-10.98-2.45-136.35-345.0-16.67-148.93-334.46-16.00-149.84-766.673.17114.16325.73
24Q1 (18)2131.913.93.16364.71212.870.13-87.0-84.523.1680.57212.8718.5-1.6518.2917.85-23.26-34.64-0.84-107.38-106.8732.10556.44261.49-0.16-107.48-108.386.74371.33224.0434.07347.11142.8432.10556.44261.49-2.72317.36-15.38
23Q4 (17)209-1.880.00.68270.0-79.21.0056.25-21.881.7563.55-48.0718.81-3.79-4.5723.26-8.96-14.4211.3823.97-25.624.89187.17-84.022.1419.55-29.141.43266.28-79.037.62431.3-78.874.89187.17-84.022.4144.1928.12
23Q3 (16)2133.93.9-0.40-181.63-113.650.640.0-63.641.07-28.67970.019.558.61-5.4625.55-2.59-2.419.180.88-37.59-5.61-333.75-121.411.799.15-41.12-0.86-186.0-114.33-2.30-132.35-109.01-5.61-333.75-121.4111.85-116.56-11.90
23Q2 (15)2050.0-2.840.49-51.49131.010.64-23.81-61.451.5048.51155.1518.015.09-9.7326.23-3.95-15.369.10-25.59-58.052.40-72.97112.41.64-14.14-62.121.0-51.92130.037.11-49.32155.292.40-72.97112.4-2.78-60.30-29.09
23Q1 (14)205-1.91-4.211.01-69.11188.60.84-34.38-34.381.01-70.03188.615.64-20.65-8.3827.310.4815.6212.23-20.07-0.498.88-70.99148.371.91-36.75-9.052.08-69.5184.914.03-61.09177.648.88-70.99148.37-12.67-28.75-30.83
22Q4 (13)2091.95-0.483.2711.6151.541.28-27.2719.633.373270.0-38.3919.71-4.6916.0127.183.8212.0415.304.0149.4130.6116.83188.233.02-0.6673.566.8213.67149.8236.0641.25181.0630.6116.83188.23-0.49148.52-10.62
22Q3 (12)205-2.84-4.212.93285.444.271.766.02329.270.10103.68-97.6120.683.7128.4526.18-15.5215.1314.71-32.1847.3926.20235.33-21.043.04-29.7988.826.0280.18-0.1725.53298.52-39.0426.20235.33-21.0410.26123.4217.86
22Q2 (11)211-1.42.43-1.58-38.6-426.671.6629.69514.81-2.72-138.6-304.5119.9416.8133.6530.9931.256.0421.6976.481023.83-19.36-5.45-94.964.33106.191393.1-3.33-35.92-437.1-12.8628.83-111.51-19.36-5.45-94.968.64-113.1424.66
22Q1 (10)2141.94.39-1.14-187.69-169.941.2819.63312.9-1.14-120.84-169.9417.070.4733.7823.62-2.64-9.9212.2920.02122.64-18.36-272.88-183.422.120.69200.0-2.45-189.74-173.35-18.07-240.84-168.37-18.36-272.88-183.423.00-120.7290.30
21Q4 (9)210-1.872.441.30-53.74-46.281.07160.98268.975.4730.5563.7716.995.5329.624.266.68-6.0110.242.6154.6810.62-67.99-69.481.748.07100.02.73-54.58-44.9612.83-69.36-67.6710.62-67.99-69.486.72491.47106.41
21Q3 (8)2143.881.422.811036.67121.260.4151.85-35.944.19215.04355.4316.17.9139.8822.7414.53.279.98417.1-18.633.18434.1474.361.61455.1714.186.011069.35124.2541.88788.8277.9933.18434.1474.3612.42459.1419.48
21Q2 (7)2060.490.49-0.30-118.4-145.450.27-12.9-57.141.33-18.4432.514.9216.9335.7619.86-24.2630.231.93-65.04-68.36-9.93-145.12-247.770.29-58.57-56.72-0.62-118.56-145.93-6.08-123.0-199.35-9.93-145.12-247.777.13-75.52-3.00
21Q1 (6)2050.03.541.63-32.64249.540.316.96.91.63-51.2249.5412.76-2.6715.3726.221.5957.955.52-16.6224.3222.01-36.75192.630.7-19.5442.863.34-32.66254.6326.43-33.39228.322.01-36.75192.635.6228.95-23.89
20Q4 (5)205-2.844.592.4290.55284.130.29-54.69196.673.34263.0452.5113.1113.928.1525.8117.21217.476.62-46.0150.6934.8082.87664.840.87-38.3164.934.9685.07303.2539.6868.64648.6834.8082.87664.84--0.00
20Q3 (4)2112.930.01.2792.420.00.641.590.00.92330.00.011.514.730.022.0244.390.012.26100.980.019.03183.180.01.41110.450.02.6898.520.023.53284.480.019.03183.180.0--0.00
20Q2 (3)2053.540.00.66160.550.00.63117.240.0-0.4063.30.010.99-0.630.015.25-8.130.06.1037.390.06.72128.280.00.6736.730.01.35162.50.06.12129.710.06.72128.280.0--0.00
20Q1 (2)1981.020.0-1.09-273.020.00.29196.670.0-1.09-149.770.011.068.110.016.60104.180.04.44134.00.0-23.76-622.20.00.49136.570.0-2.16-275.610.0-20.60-488.680.0-23.76-622.20.0--0.00
19Q4 (1)1960.00.00.630.00.0-0.300.00.02.190.00.010.230.00.08.130.00.0-13.060.00.04.550.00.0-1.340.00.01.230.00.05.300.00.04.550.00.0--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)
2024/116.29-1.250.9169.15.4119.04N/A-
2024/106.37-0.253.9162.815.8818.33N/A-
2024/96.3814.47-15.4556.446.1117.960.49-
2024/85.58-6.99-3.8950.059.6818.090.48-
2024/76.0-7.92-3.1944.4811.6619.590.45-
2024/66.51-8.038.5238.4814.419.980.4-
2024/57.0810.9412.2231.9715.6719.850.41-
2024/46.380.0212.2524.8816.718.020.45-
2024/36.3821.4316.1818.518.3218.50.4-
2024/25.26-23.42-3.5612.1219.4718.570.4-
2024/16.866.3346.246.8646.2419.550.38-
2023/126.453.577.5872.0-6.9918.810.37-
2023/116.231.68-10.1965.54-8.2119.910.35-
2023/106.13-18.85-9.559.31-8.019.480.36-
2023/97.5530.127.8653.18-7.8219.550.32-
2023/85.8-6.3-16.7645.63-9.9918.00.35-
2023/76.193.21-7.6739.83-8.9118.510.34-
2023/66.0-4.9-9.9333.63-9.1318.00.33-
2023/56.3110.970.227.63-8.9617.490.34-
2023/45.693.52-18.5521.32-11.3616.630.35-
2023/35.490.78-9.5515.64-8.4215.640.29-
2023/25.4516.130.0510.14-7.816.140.28-
2023/14.69-21.77-15.524.69-15.5217.630.25-
2022/126.0-13.5413.6977.4127.3719.710.19-
2022/116.942.4613.2471.4128.6720.710.18-
2022/106.77-3.2721.2664.4730.5920.750.18-
2022/97.00.4125.6857.731.7820.680.19-
2022/86.973.9129.4750.732.6720.350.19-
2022/76.710.6930.3343.7333.1919.670.2-
2022/66.665.8128.2137.0233.7219.940.22-
2022/56.3-9.7927.8930.3535.019.350.22-
2022/46.9814.9645.4624.0636.9918.50.23-
2022/36.0711.4943.5617.0733.817.070.24-
2022/25.45-1.9435.1811.028.9716.280.25-
2022/15.565.2823.45.5623.416.960.24-
2021/125.28-13.8823.0860.7730.2216.990.24-
2021/116.139.7233.0155.530.9417.280.23-
2021/105.580.2332.549.3730.6916.540.24-
2021/95.573.4441.6543.7930.4716.10.24-
2021/85.394.5949.4838.2228.9815.730.24-
2021/75.15-0.9429.3632.8326.1415.270.25-
2021/65.25.5434.0827.6825.5614.920.16-
2021/54.922.5937.9322.4823.7513.950.18-
2021/44.813.4635.5617.5620.2813.060.19本公司合併美祿/群豐/昱嘉/艾格生之營收
2021/34.234.996.3112.7615.3912.760.17合併美祿/群豐/昱嘉之營收
2021/24.03-10.49-0.868.5320.4912.820.16本公司合併美祿/群豐/昱嘉之營收
2021/14.55.049.274.549.2713.390.16本公司合併美祿/群豐/昱嘉之營收
2020/124.29-6.9332.8746.6734.5313.110.15本公司合併美祿/群豐之營收
2020/114.619.329.4642.3834.7112.750.15本公司合併美祿/群豐之營收
2020/104.217.1622.3337.7735.3711.750.17本公司合併美祿/群豐之營收
2020/93.939.1628.2833.5637.2111.510.2本公司合併美祿/群豐之營收
2020/83.6-9.485.7629.6338.4911.460.21本公司合併美祿/群豐之營收
2020/73.982.6610.5126.0344.6911.430.21本公司合併美祿/群豐之營收
2020/63.888.5866.1122.0553.2510.990.22本公司合併美祿/群豐之營收
2020/53.570.8352.0118.1750.7611.090.21本公司合併美祿/威達/群豐之營收
2020/43.54-11.0136.6614.650.4511.580.2本公司合併美祿/威達/群豐之營收
2020/33.98-2.170.8411.0655.4811.060.23合併美祿/威達/群豐之營收
2020/24.0634.7777.067.0848.010.310.25本公司合併美祿/威達/群豐之營收
2020/13.02-6.5221.193.0221.190.0N/A本公司合併美祿/威達/群豐之營收
2019/123.23-9.3240.9534.6920.320.0N/A本公司合併美祿/威達/群豐之營收
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)2090.01.65-47.123.13-47.6672.0-6.9925.51-5.910.40-35.522.28-60.427.49-39.984.46-33.833.66-48.01
2022 (9)209-0.483.12-41.95.98188.8977.4127.3827.1116.916.13125.915.76-58.6812.48187.566.74-40.837.04-38.62
2021 (8)2102.445.3762.732.0711.2960.7730.2123.1914.757.14-3.1213.9433.784.3426.1611.3980.5111.4767.69
2020 (7)2054.593.3051.381.86520.046.6734.5320.2114.447.373409.5210.4215.913.444814.296.3168.276.8458.7
2019 (6)1960.02.18115.840.30-74.7934.6920.217.66-18.990.21-97.668.9978.020.07-97.313.7583.824.31116.58
2018 (5)196-13.271.0101.19028.86102.2421.8027.638.9905.0502.602.0401.990
2017 (4)226-2.59-0.330-0.08014.2719.3117.08321.73-0.550-6.210-0.080-0.650-0.740
2016 (3)232-4.13-0.710-0.46011.96-19.464.05-68.58-14.470-19.950-1.730-2.390-1.650
2015 (2)242-1.22-0.150-0.11014.85-15.9612.89-31.36-6.590-8.690-0.980-1.110-0.370
2014 (1)245-0.410.2547.060.06017.670.3418.7802.0503.2100.3671.430.8322.060.639.53

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