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)571-2.39-2.390.11-83.82-73.810.97-16.3890.22.204.7650.6870.947.1613.8519.27-1.43-5.687.55-12.9210.060.89-85.14-77.585.35-6.7925.00.63-84.13-74.60.62-86.75-89.870.89-85.14-77.5813.46-67.9760.17
24Q2 (19)5850.00.00.68-52.1161.91.16136.7387.12.1047.89103.8866.219.7512.3419.55-7.96-4.358.679.475.65.99-60.1245.045.7431.0518.63.97-52.1763.374.68-73.81-26.075.99-60.1245.040.81121.1635.03
24Q1 (18)5850.00.01.42294.44129.030.49-66.6736.111.42-21.55129.0355.28-18.120.4421.249.66.317.9224.5310.9215.02387.66128.964.382.111.458.3299.04129.9217.87691.7278.3415.02387.66128.96-4.89140.0760.79
23Q4 (17)5850.00.00.36-14.2950.01.47188.2431.251.8123.9728.3767.518.3529.2319.38-5.14-10.286.36-7.29-8.883.08-22.4213.244.290.2317.532.08-16.1346.48-3.02-149.35-17.053.08-22.4213.247.04-7.1485.25
23Q3 (16)5850.00.00.420.0320.00.51-17.7421.431.4641.7524.7962.315.748.2120.43-0.05-3.686.86-16.441.483.97-3.87297.04.28-11.5710.032.482.06327.596.12-3.3267.213.97-3.87297.06.41-16.1327.24
23Q2 (15)5850.00.00.42-32.26740.00.6272.22-36.731.0366.13-3.7458.937.0722.4920.442.3-20.788.2114.99-29.834.13-37.04535.384.8423.16-14.032.43-32.69683.876.33-36.83722.084.13-37.04535.386.2163.042.18
23Q1 (14)5850.00.00.62158.33-38.610.36-67.86-50.680.62-56.03-38.6155.045.36-14.0519.98-7.5-5.137.142.29-24.046.56141.18-29.233.937.67-34.723.61154.23-39.1210.02488.37-17.676.56141.18-29.23-1.95149.1749.40
22Q4 (13)5850.0-1.350.24140.0-75.761.12166.6764.711.4120.51-53.4752.24-9.27-31.7521.601.8422.666.983.2512.942.72172.0-64.723.65-6.17-22.831.42144.83-75.93-2.58-170.49-129.282.72172.0-64.725.21120.0054.76
22Q3 (12)5850.0-1.680.10100.0-88.10.42-57.14-34.381.179.35-42.3657.5819.68-21.7921.21-17.7912.766.76-42.22-1.311.0053.85-85.213.89-30.91-22.820.5887.1-88.353.66375.32-57.741.0053.85-85.21-2.602.48-11.45
22Q2 (11)5850.0-1.680.05-95.05-92.310.9834.2519.511.075.94-10.0848.11-24.88-24.4925.8022.5125.011.7024.4727.170.65-92.99-89.345.63-6.48-3.920.31-94.77-92.010.77-93.67-90.250.65-92.99-89.34-20.60-46.5220.80
22Q1 (10)585-1.35-1.681.012.0287.040.737.351.391.01-66.6787.0464.04-16.3314.2821.0619.59-6.99.4052.10.09.2720.2362.356.0227.2714.235.930.5185.3112.1738.1456.639.2720.2362.35-6.189.946.80
21Q4 (9)593-0.34-0.840.9917.8670.690.686.25-11.693.0349.26170.5476.543.9740.0317.61-6.38-3.356.18-9.7870.727.7114.0520.664.73-6.15138.895.918.4769.058.811.73344.957.7114.0520.669.7623.55-7.85
21Q3 (8)5950.00.00.8429.23133.330.64-21.9539.132.0370.59283.0273.6215.5527.4418.81-8.87-6.326.85-25.549.426.7610.8284.75.04-13.9939.234.9828.35134.918.669.6260.676.7610.8284.714.6224.80-4.03
21Q2 (7)5950.0-0.50.6520.3730.00.8213.89-6.821.19120.37561.1163.7113.6914.4420.64-8.75-8.239.20-2.13-16.976.106.8313.595.8611.2-5.023.8821.2529.777.901.676.96.106.8313.598.116.743.70
21Q1 (6)595-0.5-1.00.54-6.9268.750.72-6.4971.430.54-51.79268.7556.042.5263.4822.6224.15-18.229.40159.677.555.71-10.64201.65.27166.1675.673.2-8.31265.87.77292.42298.215.71-10.64201.6-1.4327.1130.45
20Q4 (5)5980.5-2.130.5861.11323.080.7767.39327.781.12111.32-36.054.66-5.383.1918.22-9.26-16.993.62-42.17-16.786.3974.59315.881.98-45.3-13.913.4964.62322.291.98-63.27441.386.3974.59315.88--0.00
20Q3 (4)595-0.50.00.36-28.00.00.46-47.730.00.53194.440.057.773.770.020.08-10.720.06.26-43.50.03.66-31.840.03.62-41.330.02.12-29.10.05.39-27.060.03.66-31.840.0--0.00
20Q2 (3)598-0.50.00.50256.250.00.88109.520.00.18156.250.055.6762.40.022.49-18.690.011.0826.770.05.37195.550.06.17105.670.02.99254.920.07.39288.520.05.37195.550.0--0.00
20Q1 (2)601-1.640.0-0.32-23.080.00.42133.330.0-0.32-118.290.034.28-35.280.027.6626.010.08.74100.920.0-5.62-89.860.03.030.430.0-1.93-22.930.0-3.92-575.860.0-5.62-89.860.0--0.00
19Q4 (1)6110.00.0-0.260.00.00.180.00.01.750.00.052.970.00.021.950.00.04.350.00.0-2.960.00.02.30.00.0-1.570.00.0-0.580.00.0-2.960.00.0--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)
2024/1125.13-8.924.65245.158.8777.21N/A-
2024/1027.612.7111.04220.019.3876.94N/A-
2024/924.48-1.51-6.45192.429.1570.940.36-
2024/824.8615.117.09167.9311.8768.090.37-
2024/721.6-0.1644.86143.0811.0163.750.4-
2024/621.635.4143.05121.486.5866.20.59-
2024/520.52-14.65-6.0599.851.064.910.6-
2024/424.0518.189.4779.323.058.940.66-
2024/320.3539.83-1.3955.280.4255.280.75-
2024/214.55-28.61-14.4734.931.5153.540.77-
2024/120.389.5217.1520.3817.1563.010.65-
2023/1218.61-22.5111.62243.769.8367.480.42-
2023/1124.02-3.3544.57225.159.6875.040.38-
2023/1024.85-5.0431.31201.146.6172.250.39-
2023/926.1723.2723.49176.293.8662.310.49-
2023/821.2342.3910.27150.111.0651.260.59-
2023/714.91-1.41-13.06128.88-0.351.880.58-
2023/615.12-30.76-24.54113.981.6458.930.7-
2023/521.84-0.55-1.3898.857.3464.440.64-
2023/421.976.44272.1977.0110.159.610.69主係因本集團昆山工廠去年度四月因配合當地政府防疫停工,致該月產銷行程往後遞延。
2023/320.6321.28-7.9155.04-14.0455.040.7-
2023/217.01-2.21-19.9734.41-17.3551.080.76-
2023/117.44.35-14.6117.4-14.6150.680.76-
2022/1216.670.35-27.75221.94-17.7652.210.72-
2022/1116.61-12.22-37.62205.27-16.8356.730.67-
2022/1018.93-10.69-29.37188.65-14.3159.370.64-
2022/921.1910.07-13.72169.73-12.2257.590.63-
2022/819.2512.26-23.76148.54-12.0156.440.64-
2022/717.15-14.44-27.97129.28-9.9459.340.61-
2022/620.04-9.51-10.55112.14-6.3548.10.94-
2022/522.15275.35-2.5192.09-5.3950.460.89-
2022/45.9-73.66-68.2369.94-6.2649.570.91本集團昆山工廠四月因配合當地政府防疫停工,致該月產銷行程往後遞延。
2022/322.415.3917.3764.0414.2764.040.81-
2022/221.264.3422.1741.6312.6764.710.81-
2022/120.37-11.694.2220.374.2270.080.74-
2021/1223.07-13.3550.67269.8833.4776.50.61受惠宅經濟,NB需求持續增加
2021/1126.63-0.6241.89246.8132.0677.990.6-
2021/1026.89.131.44220.1730.9676.610.61-
2021/924.56-2.7320.04193.3830.973.620.8-
2021/825.256.0616.84168.8132.6471.470.83-
2021/723.816.2444.67143.5635.8768.940.86-
2021/622.41-1.3833.67119.7534.2563.710.88-
2021/522.7222.299.897.3434.3860.390.93-
2021/418.58-2.666.4474.6244.2255.071.02-
2021/319.099.726.8656.0463.4556.040.9受惠宅經濟,NB需求持續增加
2021/217.4-10.98144.2936.9592.0852.260.96受惠宅經濟,NB需求持續增加
2021/119.5527.6561.3819.5561.3853.630.94受惠宅經濟,NB需求持續增加
2020/1215.31-18.41-2.53202.2-7.6654.470.68-
2020/1118.77-7.938.85186.88-8.0659.620.62-
2020/1020.39-0.361.93168.11-9.6362.460.59-
2020/920.46-5.321.22147.73-11.0258.530.67-
2020/821.6131.328.54127.27-12.7254.830.71-
2020/716.46-1.83-14.46105.65-16.0853.910.72-
2020/616.76-18.99-1.5989.2-16.3754.910.84-
2020/520.6918.5520.7272.43-19.1853.20.86-
2020/417.4616.08.7551.74-28.6239.631.16-
2020/315.05111.25-43.1834.28-39.2534.281.29-
2020/27.12-41.19-49.7419.24-35.7934.951.27-
2020/112.11-22.9-23.2612.11-23.260.0N/A-
2019/1215.71-8.8738.77218.9910.570.0N/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)5850.01.8028.572.96-8.64243.89.8320.04-9.937.11-17.714.3517.2517.34-9.6411.0223.5410.628.48
2022 (9)585-1.351.40-53.333.2413.29221.97-17.7622.2513.08.6411.633.71-44.2919.19-8.188.92-60.378.25-54.06
2021 (8)593-0.843.00170.272.8613.04269.9233.3719.69-8.57.746.176.66101.8220.941.622.51223.4217.96169.27
2020 (7)598-2.131.11-36.212.53644.12202.39-7.5921.52-6.687.2980.453.30-32.6514.7666.976.96-60.456.67-37.61
2019 (6)611-2.711.74-24.350.34-65.66219.0110.6323.06-13.544.04-45.484.90-33.428.84-39.7417.6-25.310.69-26.53
2018 (5)628-2.332.30107.210.990197.96-5.1826.6716.517.41124.557.36113.3314.67113.2323.5656.7514.55102.65
2017 (4)6430.01.1120.65-0.170208.775.8722.89-25.713.30-68.933.4514.246.88-67.1315.0328.357.1820.67
2016 (3)643-1.830.92-40.652.66-15.02197.21.6930.81-10.910.62-18.063.02-43.2320.93-16.7111.71-33.25.95-42.18
2015 (2)655-0.151.55-56.093.1315.5193.931.7834.58-2.7812.96-5.125.32-56.5425.13-3.4217.53-48.2310.29-55.87
2014 (1)6560.03.53-32.382.7115.32190.545.9335.57013.66012.24026.02-8.2833.86-31.5323.32-32.43

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