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)1950-0.86-0.860.5458.82-11.480.4469.23100.01.00112.77-23.08507.941.880.8416.760.420.782.452.94-8.582.3645.68-23.3812.455.06-7.7810.5358.82-12.42.845.58-32.72.3645.68-23.384.07110.1849.62
24Q2 (19)19670.00.00.34161.54-34.620.2630.036.840.47261.54-31.88498.576.27-4.3316.694.252.332.3820.2-14.081.6292.86-44.911.8527.83-17.886.63157.98-35.252.6957.31-33.421.6292.86-44.9-0.5760.3110.46
24Q1 (18)19670.00.00.13-40.91-18.750.20-9.09-13.040.13-91.39-18.75469.14-7.41-7.016.01-1.171.011.9815.79-26.120.84-36.84-44.09.276.8-31.332.57-39.67-20.681.710.59-29.920.84-36.84-44.0-3.41-52.42-4.54
23Q4 (17)19670.00.00.22-63.9315.790.220.0-38.891.5116.15-64.05506.670.59-9.7116.20-2.593.711.71-36.19-34.981.33-56.82-26.528.68-35.7-41.234.26-64.5614.521.70-59.72-16.261.33-56.82-26.52-1.38-23.317.89
23Q3 (16)19670.00.00.6117.31-81.170.2215.79110.091.3088.41-67.58503.7-3.34-16.1316.631.9615.492.68-3.25104.583.084.76-74.7113.5-6.4471.3212.0217.38-81.114.224.46-77.783.084.76-74.71-0.02121.16-0.80
23Q2 (15)19670.00.00.52225.04.00.19-17.39-50.00.69331.25-10.39521.123.3-17.0116.312.910.432.773.36-23.272.9496.010.1114.436.89-36.2610.24216.054.284.0465.571.02.9496.010.11-3.40104.61-26.75
23Q1 (14)19670.00.00.16-15.79-40.740.23-36.1153.330.16-96.19-40.74504.46-10.11-17.1215.851.4722.492.681.923.51.50-17.13-14.7713.5-8.61.963.24-12.9-39.332.4420.2-5.061.50-17.13-14.77-8.34-54.9740.20
22Q4 (13)19670.00.00.19-94.14-62.750.36116.51-5.264.204.74-0.47561.17-6.57-9.315.628.4713.932.63100.76-7.391.81-85.14-27.0214.7787.44-15.793.72-94.15-62.612.03-89.31-37.731.81-85.14-27.02-5.46226.93-278.58
22Q3 (12)19670.00.03.24548.0356.34-2.18-673.68-606.984.01420.787.8600.6-4.355.014.40-2.51-0.961.31-63.71-62.1412.18356.18256.147.88-65.19-60.2463.64548.07356.218.99374.75326.7412.18356.18256.14-0.59316.60-260.17
22Q2 (11)19670.00.00.5085.19-74.090.38153.3380.950.77185.19-74.42627.943.1712.1614.7714.140.143.6166.365.872.6751.7-65.9422.6471.018.729.8283.9-74.194.0055.64-57.722.6751.7-65.940.7719.0646.40
22Q1 (10)19670.00.00.27-47.06-74.770.15-60.53-58.330.27-93.6-74.77608.66-1.6319.5712.94-5.62-12.152.17-23.59-35.611.76-29.03-65.6213.24-24.52-22.935.34-46.33-74.722.57-21.17-58.211.76-29.03-65.623.27-37.62-36.08
21Q4 (9)19670.00.00.51-28.17-43.330.38-11.63-29.634.2213.4466.14618.728.178.2913.71-5.71-3.922.84-17.92-22.42.48-27.49-38.017.54-11.5-16.129.95-28.67-43.53.26-26.74-33.332.48-27.49-38.05.17-45.6946.57
21Q3 (8)19670.00.00.71-63.21-31.730.43104.76-27.123.7223.59126.83572.012.1710.6514.54-1.420.413.461.47-12.853.42-56.38-28.619.823.93-3.3613.95-63.34-31.824.45-52.96-22.073.42-56.38-28.66.088.5831.55
21Q2 (7)19670.00.01.9380.37302.080.21-41.67-27.593.01181.31401.67559.849.9828.1914.750.148.623.411.193.657.8453.12182.0119.0711.032.8938.0580.16300.959.4653.82126.327.8453.12182.01-0.4649.63-37.50
21Q1 (6)19670.00.01.0718.89791.670.36-33.3312.51.07-57.87791.67509.04-10.929.8614.733.229.683.37-7.9227.175.1228.0412.017.18-17.8465.6721.1219.93806.446.1525.77277.35.1228.0412.0-0.192.71-20.90
20Q4 (5)19670.00.00.90-13.46181.250.54-8.47-8.472.5454.8839.56571.3410.5224.5814.27-1.4511.483.66-7.8124.914.00-16.49122.2220.911.9555.3517.61-13.93177.764.89-14.36170.174.00-16.49122.22--0.00
20Q3 (4)19670.00.01.04116.670.00.59103.450.01.64173.330.0516.9518.370.014.486.630.03.9720.670.04.7972.30.020.5142.930.020.46115.60.05.7136.60.04.7972.30.0--0.00
20Q2 (3)19670.00.00.48300.00.00.29-9.380.00.60400.00.0436.7311.410.013.581.120.03.2924.150.02.78178.00.014.3538.380.09.49307.30.04.18156.440.02.78178.00.0--0.00
20Q1 (2)19670.00.00.12-62.50.00.32-45.760.00.12-93.410.0392.0-14.530.013.434.920.02.65-9.560.01.00-44.440.010.37-22.960.02.33-63.250.01.63-9.940.01.00-44.440.0--0.00
19Q4 (1)19670.00.00.320.00.00.590.00.01.820.00.0458.620.00.012.800.00.02.930.00.01.800.00.013.460.00.06.340.00.01.810.00.01.800.00.0--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)
2024/10180.071.935.621655.77-2.58525.14N/A-
2024/9176.664.9-1.841475.7-3.5507.980.82-
2024/8168.43.362.311299.03-3.72505.720.82-
2024/7162.91-6.582.381130.63-4.56501.580.83-
2024/6174.46.17-7.77967.78-5.63498.630.78-
2024/5164.272.68-4.29793.38-5.15490.80.79-
2024/4159.97-3.96-0.25629.11-5.37465.840.84-
2024/3166.5719.56-11.89469.14-7.0469.140.78-
2024/2139.31-14.67-11.53302.58-4.06469.720.78-
2024/1163.27-2.323.38163.273.38502.070.73-
2023/12167.15-2.62-7.12038.99-14.98509.710.74-
2023/11171.650.43-10.561871.84-15.62522.540.73-
2023/10170.91-5.04-9.721700.18-16.1515.480.74-
2023/9179.989.34-8.911529.28-16.76503.70.76-
2023/8164.593.43-17.261349.29-17.7512.820.75-
2023/7159.13-15.85-22.011184.7-17.76519.870.74-
2023/6189.110.16-20.311025.57-17.06521.120.69-
2023/5171.657.03-12.07836.47-16.29521.180.69-
2023/4160.37-15.22-17.92664.83-17.31506.90.71-
2023/3189.1720.21-15.73504.46-17.11504.460.79-
2023/2157.36-0.36-11.94315.29-17.92495.130.8-
2023/1157.93-12.18-23.13157.93-23.13529.70.75-
2022/12179.84-6.3-18.412398.296.13561.080.78-
2022/11191.931.38-7.872218.458.79576.950.76-
2022/10189.31-3.26-0.322024.6210.58584.010.75-
2022/9195.7-1.65-5.511835.311.84598.70.89-
2022/8198.99-2.4611.841639.614.35640.320.83-
2022/7204.01-14.039.111440.6114.71636.550.84-
2022/6237.3221.5615.741236.615.69627.940.9-
2022/5195.22-0.097.65999.2815.67615.120.91-
2022/4195.4-12.9612.64804.0617.81598.60.94-
2022/3224.525.6319.67608.6619.57608.660.93-
2022/2178.7-13.0222.4384.1619.51604.730.93-
2022/1205.46-6.8417.1205.4617.1634.380.89-
2021/12220.575.8614.892259.7417.87618.850.81單月營收年成長率較前幾個月減少,是因明泰於去年八月成為合併子公司,營收基期較高所致。
2021/11208.359.694.832039.1718.2605.440.83單月營收年成長率較前幾個月減少,是因明泰於去年八月成為合併子公司,營收基期較高所致。
2021/10189.94-8.35.151830.8419.95575.00.87單月營收年成長率較前幾個月減少,是因明泰於去年八月成為合併子公司,營收基期較高所致。
2021/9207.1516.434.991640.921.93572.030.84單月營收年成長率較前幾個月減少,是因明泰於去年八月成為合併子公司,營收基期較高所致。
2021/8177.91-4.841.111433.7624.84569.910.84單月營收年成長率較前幾個月減少,是因明泰於去年八月成為合併子公司,營收基期較高所致。
2021/7186.97-8.830.11255.8529.14573.340.84-
2021/6205.0313.0532.581068.8828.97559.840.75-
2021/5181.354.5432.15863.8528.14542.410.77-
2021/4173.46-7.5319.73682.527.12507.050.83-
2021/3187.628.4928.52509.0429.85509.040.71-
2021/2145.99-16.7933.29321.4430.64513.670.7-
2021/1175.45-8.7228.51175.4528.51566.420.63-
2020/12192.23-3.2733.661917.2812.94571.60.61-
2020/11198.7410.0231.21725.0511.02576.630.61-
2020/10180.64-8.4210.591526.288.84553.850.63-
2020/9197.2612.129.51345.658.61516.920.63-
2020/8175.9522.4425.271148.395.68474.310.69-
2020/7143.7-7.086.24972.452.78435.580.75-
2020/6154.6612.74.95828.752.2436.750.62-
2020/5137.22-5.280.91674.091.59428.050.63-
2020/4144.87-0.7412.29536.871.76400.350.67-
2020/3145.9633.260.85392.0-1.63392.00.64-
2020/2109.52-19.771.59246.05-3.06390.930.64-
2020/1136.52-5.76-6.5136.52-6.5432.880.58-
2019/12144.88-4.348.811698.619.030.0N/A-
2019/11151.47-7.261.691553.729.050.0N/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)19670.01.51-63.530.8502035.95-15.1116.2512.772.460.822.22-51.9550.11-14.3763.2-61.9829.76-63.94
2022 (9)19670.04.14-0.72-1.2902398.376.1414.410.02.44-25.154.62-0.4358.52-20.5166.2327.9582.52-0.67
2021 (8)19670.04.1766.141.37-21.262259.6117.8714.413.03.26-5.514.6439.7673.6111.31129.9258.1983.0866.56
2020 (7)19670.02.5139.441.74-12.121917.0212.9313.993.023.45-5.993.3227.6966.136.1882.1338.1549.8839.52
2019 (6)19670.01.80-11.331.9828.571697.548.9713.589.963.6724.832.60-9.0962.2836.159.455.9135.75-11.4
2018 (5)19670.02.03-23.681.5431.621557.8313.8212.353.522.9418.072.86-30.7545.7634.5156.13-12.5640.35-23.74
2017 (4)19670.02.6622.021.17-42.651368.625.6411.93-4.642.49-28.034.1331.5334.02-24.1864.1932.5152.9121.86
2016 (3)19670.02.18100.02.04108.161295.54-2.6712.5113.733.4677.443.1485.844.8772.7148.4469.3143.42100.18
2015 (2)19670.01.09-27.330.98-13.271331.02-0.3111.00-2.481.95-10.961.69-32.425.98-11.2728.61-22.4221.69-26.99
2014 (1)19670.01.50316.671.13303.571335.1111.9811.2802.1902.50029.2887.5736.88113.6729.71319.04

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