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)3567-0.56-0.560.5612.07.690.7417.4660.871.3769.1418.11638.156.2620.595.274.771.151.9314.222.151.223.39-10.2931.6121.5346.9519.9810.336.671.549.22-11.491.223.39-10.2912.1939.3424.36
24Q2 (19)35870.00.00.5066.6728.210.6331.25103.230.81170.028.571541.5918.1217.995.03-4.559.111.693.0549.561.1842.1712.3826.0121.7175.9818.1166.330.291.4120.514.441.1842.1712.3810.0110.61-1.04
24Q1 (18)35870.00.00.30-45.4520.00.48-33.3365.520.30-82.4620.01305.061.98.595.27-7.716.91.64-17.5953.270.83-45.0315.2821.37-16.266.310.89-45.1923.611.17-24.0324.470.83-45.0315.28-1.91-19.8411.60
23Q4 (17)35870.00.00.555.7741.030.7256.5253.191.7147.410.01280.71-5.72-4.965.719.69.811.9925.9555.471.5111.0348.0425.518.5548.1719.876.0942.641.54-11.4946.671.5111.0348.04-0.8719.5552.45
23Q3 (16)35870.00.00.5233.336.120.4648.39-4.171.1684.13-12.121358.413.97-4.645.2113.021.171.5839.820.641.3629.5211.4821.5145.53-3.9718.7334.757.091.7428.898.071.3629.5211.486.3444.6627.64
23Q2 (15)35870.00.00.3956.0-7.140.316.9-27.910.63152.0-24.11306.518.71-3.754.61-6.495.731.135.61-2.591.0545.83-4.5514.7815.02-6.3413.957.78-7.331.3543.6218.421.0545.83-4.55-1.0510.05-15.70
23Q1 (14)35870.00.00.25-35.9-39.020.29-38.345.00.25-85.38-39.021201.83-10.82-6.694.93-5.1910.791.07-16.4121.590.72-29.41-36.2812.85-25.3313.728.81-36.76-40.750.94-10.48-36.490.72-29.41-36.28-8.11-28.16-20.19
22Q4 (13)35870.00.00.39-20.41-4.880.47-2.0851.611.7129.55-6.041347.57-5.4-8.955.200.9725.911.28-18.4756.11.02-16.3929.1117.21-23.1742.4713.93-20.35-4.591.05-34.780.01.02-16.3929.11-0.23-1.874.78
22Q3 (12)35870.00.00.4916.67-37.180.4811.63118.181.3259.04-7.041424.524.94-1.815.1518.1226.541.5735.3450.961.2210.91-34.0522.441.9548.8417.4916.6-37.541.6141.23-33.741.2210.91-34.055.179.5663.31
22Q2 (11)35870.00.00.422.4431.250.43115.059.260.83102.4431.751357.475.418.244.36-2.02-2.681.1631.8228.891.10-2.6525.015.7839.6553.215.00.8732.391.14-22.977.551.10-2.6525.0-3.791.2239.76
22Q1 (10)35870.00.00.410.028.120.20-35.480.00.41-77.4728.121287.95-12.9815.154.457.75-2.840.887.320.01.1343.0417.7111.3-6.4615.1914.871.8529.871.4840.9517.461.1343.0417.71-5.49-23.722.71
21Q4 (9)35870.00.00.41-47.4457.690.3140.9147.621.8228.17-13.331480.012.0117.954.131.472.990.82-21.1564.00.79-57.3163.3312.08-19.7392.0514.6-47.8657.841.05-56.7961.540.79-57.3163.3314.1948.1611.19
21Q3 (8)35870.00.00.78143.7544.440.22-18.52-33.331.42125.4-23.241450.7926.37-0.214.07-9.151.241.0415.56-0.951.85110.2354.1715.0546.12-1.5728.0147.1345.02.43129.2553.81.85110.2354.1714.5171.888.24
21Q2 (7)35870.00.00.320.0-30.430.2735.0-40.00.6396.88-51.911148.042.64-22.824.48-2.1810.340.902.27-33.820.88-8.33-13.7310.34.99-49.2611.33-1.05-31.711.06-15.87-23.740.88-8.33-13.73-4.1111.5415.12
21Q1 (6)35870.00.00.3223.08-62.350.20-4.76137.740.32-84.76-62.351118.48-10.8626.134.5814.21-3.170.8876.0203.450.96220.0-71.09.8155.96287.7511.4523.78-62.241.2693.85-78.350.96220.0-71.0-12.27-14.39-20.56
20Q4 (5)35870.00.00.26-51.85-33.330.21-36.36-56.252.1013.5136.361254.77-13.69-3.164.01-0.25-16.110.50-52.38-67.320.30-75.0-70.06.29-58.86-68.289.25-52.1-33.120.65-58.86-49.220.30-75.0-70.0--0.00
20Q3 (4)35870.00.00.5417.390.00.33-26.670.01.8541.220.01453.8-2.270.04.02-0.990.01.05-22.790.01.2017.650.015.29-24.680.019.3116.40.01.5813.670.01.2017.650.0--0.00
20Q2 (3)35870.00.00.46-45.880.00.45184.910.01.3154.120.01487.5867.750.04.06-14.160.01.36368.970.01.02-69.180.020.3702.370.016.59-45.280.01.39-76.120.01.02-69.180.0--0.00
20Q1 (2)35870.00.00.85117.950.0-0.53-210.420.00.85-44.810.0886.79-31.560.04.73-1.050.00.29-81.050.03.31231.00.02.53-87.240.030.32119.230.05.82354.690.03.31231.00.0--0.00
19Q4 (1)35870.00.00.390.00.00.480.00.01.540.00.01295.780.00.04.780.00.01.530.00.01.000.00.019.830.00.013.830.00.01.280.00.01.000.00.0--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)
2024/11608.58-5.9137.875740.2321.811817.97N/A-
2024/10646.8514.9860.15131.6520.151729.67N/A新增訂單與季節性需求致營收增加
2024/9562.548.1218.354484.815.981638.150.47-
2024/8520.28-6.3111.933922.2615.651584.920.48-
2024/7555.339.0332.753401.9816.241586.440.48-
2024/6509.3-2.396.722846.6513.481541.590.43-
2024/5521.82.2113.282337.3415.071529.550.43-
2024/4510.482.6538.451815.5415.61374.250.48-
2024/3497.2635.675.571305.068.581305.060.49-
2024/2366.51-16.942.26807.810.531243.080.51-
2024/1441.291.3718.48441.2918.481317.980.48-
2023/12435.28-1.387.945147.45-4.981280.70.47-
2023/11441.49.250.04712.17-6.021320.710.45-
2023/10404.02-14.99-19.664270.77-6.61344.090.45-
2023/9475.292.25-6.743866.75-4.991358.410.4-
2023/8464.7911.14.743391.46-4.741360.320.4-
2023/7418.33-12.33-11.22926.67-6.091356.150.4-
2023/6477.23.6-8.362508.34-5.181306.510.38-
2023/5460.6124.9316.572031.14-4.41300.320.38-
2023/4368.7-21.72-16.51570.53-9.191198.080.41-
2023/3471.0131.42-12.071201.83-6.681201.830.42-
2023/2358.38-3.770.7730.82-2.851134.070.45-
2023/1372.45-7.63-6.04372.45-6.041217.060.42-
2022/12403.25-8.63-22.695417.484.231347.540.38-
2022/11441.36-12.24-8.025014.237.241453.960.35-
2022/10502.93-1.325.14572.878.981456.360.35-
2022/9509.6714.850.174069.949.481424.520.53-
2022/8443.75-5.8-8.853560.2710.961435.630.52-
2022/7471.1-9.533.513116.5114.51386.980.54-
2022/6520.7831.826.182645.4216.711357.470.56-
2022/5395.11-10.5211.812124.6414.61372.370.55-
2022/4441.58-17.5615.611729.5315.261333.120.57-
2022/3535.6850.5330.651287.9515.151287.950.59-
2022/2355.86-10.2213.09752.276.181273.890.6-
2022/1396.41-24.00.65396.410.651397.920.55-
2021/12521.628.6920.675197.322.251480.010.42-
2021/11479.890.2819.534675.70.531467.190.43-
2021/10478.5-5.9513.644195.81-1.251474.180.42-
2021/9508.84.5-2.053717.31-2.891450.790.48-
2021/8486.886.978.833208.51-3.021354.710.51-
2021/7455.1110.27-6.542721.63-4.881221.20.56-
2021/6412.7216.79-22.722266.52-4.541148.040.46-
2021/5353.37-7.48-23.281853.80.731145.330.46-
2021/4381.95-6.84-22.51500.438.751106.610.48-
2021/3410.0130.3-2.141118.4826.121118.480.41-
2021/2314.65-20.180.82708.4751.441140.710.4109年為配合新冠狀病毒防疫影響復工時間
2021/1393.82-8.8834.04393.8234.041227.530.37-
2020/12432.247.66-0.365082.951.461254.780.33-
2020/11401.48-4.655.554650.711.631342.040.31-
2020/10421.06-18.94-12.594249.241.281387.90.3-
2020/9519.516.1214.93828.173.081453.80.32-
2020/8447.34-8.138.043308.681.441468.390.32-
2020/7486.96-8.8215.692861.330.481481.680.32-
2020/6534.0915.9411.952374.37-2.151487.580.36-
2020/5460.63-6.5312.651840.28-5.61372.490.39-
2020/4492.8617.6225.691379.65-10.451085.860.49-
2020/3419.0140.79-3.4886.79-22.79886.790.62-
2020/2174.01-40.77-33.11467.8-34.56901.630.61-
2020/1293.79-32.28-35.39293.79-35.390.0N/A-
2019/12433.8414.06-7.735009.7-1.160.0N/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)35870.01.700.01.7812.665147.46-4.985.126.671.4517.891.174.4674.6311.9172.350.8161.310.03
2022 (9)35870.01.70-6.081.5858.05417.514.244.8011.891.2335.161.12-1.7566.6941.1471.77-6.7861.29-6.26
2021 (8)35870.01.81-12.981.00117.395197.322.254.293.370.914.61.14-11.6347.256.3976.99-25.5865.38-13.38
2020 (7)35870.02.0835.950.46-69.545082.941.474.15-8.990.87-32.031.2932.9944.41-30.64103.4658.9575.4837.04
2019 (6)35870.01.53-15.01.51-7.935009.53-1.174.56-3.181.28-13.510.97-7.6264.03-14.5265.09-19.9755.08-15.26
2018 (5)35870.01.80-3.741.64-29.615068.848.424.71-12.131.48-20.861.0512.974.91-14.1981.3313.1865.0-3.77
2017 (4)35870.01.8719.872.3323.284675.129.115.36-4.111.87-2.090.93-19.8387.36.6771.861.3567.5519.83
2016 (3)35870.01.561.31.8978.34284.668.345.591.821.9139.421.16-7.9481.8451.3670.9-1.3156.371.31
2015 (2)35870.01.54-21.431.06-16.543954.7-9.215.492.431.37-15.951.26-17.6554.07-23.9471.84-25.7955.64-21.61
2014 (1)35870.01.960.01.27-20.134356.0-5.535.3601.6301.53071.09-5.3696.818.4870.980.34

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