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)224-0.44-0.441.3020.37-7.80.49-27.94-30.993.2067.54-11.3628.14-3.660.3946.872.990.397.01-11.04-23.811.0023.73-8.11.97-14.35-23.642.9220.66-7.5913.4923.2-8.7311.0023.73-8.12.4125.2513.30
24Q2 (19)2250.00.01.0830.12-18.80.6854.55-6.851.91130.12-13.1829.218.470.7645.510.55-3.427.8826.69-17.758.8921.61-20.772.336.9-17.272.4230.11-19.0610.9515.14-23.328.8921.61-20.772.05-1.741.19
24Q1 (18)2250.00.00.83-33.6-4.60.44-52.17-12.00.83-82.92-4.626.93-4.37-10.6845.26-3.212.726.22-44.273.157.31-32.255.031.68-46.5-7.691.86-33.81-5.19.51-30.947.587.31-32.255.03-1.96-22.48-11.30
23Q4 (17)2250.00.01.25-11.35-25.150.9229.58-28.684.8634.63-16.4928.160.46-11.8946.760.153.7711.1621.3-22.8710.79-9.86-17.383.1421.71-32.032.81-11.08-25.2713.77-6.83-19.8510.79-9.86-17.38-1.43-2.6713.42
23Q3 (16)2250.00.01.416.02-37.890.71-2.74-22.833.6164.09-13.0128.03-3.31-22.746.69-0.919.639.20-3.97-16.5911.976.68-21.662.58-7.19-35.53.165.69-38.1614.783.5-24.0111.976.68-21.66-3.5829.4521.63
23Q2 (15)2250.00.01.3352.8752.870.7346.062.222.20152.8717.0228.99-3.855.847.126.952.759.5858.8781.111.2261.2148.412.7852.7591.722.9952.5552.5514.2861.5463.0111.2261.2148.41-4.752.48-7.62
23Q1 (14)2250.00.00.87-47.9-13.860.50-61.24-10.710.87-85.05-13.8630.15-5.660.0744.06-2.221.856.03-58.33-15.556.96-46.71-13.651.82-60.61-15.351.96-47.87-13.668.84-48.54-15.576.96-46.71-13.65-8.76-37.16-10.51
22Q4 (13)2250.00.01.67-26.43-5.651.2940.224.035.8240.24-5.9831.96-11.86-10.8345.065.83.9214.4731.1912.9613.06-14.536.794.6215.50.653.76-26.42-5.2917.18-11.676.2513.06-14.536.7910.2467.2472.33
22Q3 (12)2250.00.02.27160.9227.530.92104.4410.844.15120.74-6.1136.2632.347.4142.59-7.13-3.411.03108.5110.315.28102.1217.184.0175.8618.695.11160.7127.7519.45122.0319.1815.28102.1217.1811.6473.5342.40
22Q2 (11)2250.00.00.87-13.86-41.610.45-19.64-51.091.8886.14-28.7927.4-9.06-19.2945.866.010.245.29-25.91-52.817.56-6.2-30.391.45-32.56-61.941.96-13.66-41.498.76-16.33-41.727.56-6.2-30.39-12.50-28.40-37.24
22Q1 (10)2250.00.01.01-42.94-12.170.56-54.84-26.321.01-83.68-12.1730.13-15.93-6.5243.26-0.23-1.417.14-44.26-21.18.06-34.1-7.042.15-53.16-26.372.27-42.82-12.3610.47-35.25-11.128.06-34.1-7.04-4.88-21.75-2.72
21Q4 (9)2250.00.01.77-0.56-6.351.2449.4-15.076.1940.05-3.2835.846.160.4543.36-1.66-3.7512.8128.1-11.5912.23-6.21-7.634.5936.2-11.223.97-0.75-6.5916.17-0.92-6.3712.23-6.21-7.632.809.4519.81
21Q3 (8)2250.00.01.7819.46-19.460.83-9.78-38.974.4267.42-2.033.76-0.56-6.1244.09-3.63-0.7710.00-10.79-29.0813.0420.07-12.663.37-11.55-33.534.019.4-19.3516.328.58-15.9613.0420.07-12.662.3924.525.64
21Q2 (7)2250.00.451.4929.57-7.450.9221.05-17.122.64129.5714.7833.955.340.6545.754.262.911.2123.87-8.1910.8625.26-6.623.8130.48-7.523.3529.34-7.215.0327.59-3.3410.8625.26-6.62-2.17-4.79-13.45
21Q1 (6)2250.00.451.15-39.1566.670.76-47.95230.431.15-82.0366.6732.23-9.6733.5143.88-2.6-3.139.05-37.54166.968.67-34.5232.982.92-43.52256.12.59-39.0666.0311.78-31.7952.398.67-34.5232.98-5.22-26.81-20.30
20Q4 (5)2250.00.01.89-14.4818.871.467.3547.476.4041.914.5835.68-0.786.1345.051.40.3314.492.7719.8513.24-11.3211.825.171.9727.344.25-14.3119.0517.27-11.077.0713.24-11.3211.82--0.00
20Q3 (4)2250.450.02.2137.270.01.3622.520.04.5196.090.035.966.610.044.43-0.070.014.1015.480.014.9328.370.05.0723.060.04.9637.40.019.4224.890.014.9328.370.0--0.00
20Q2 (3)2240.00.01.61133.330.01.11382.610.02.30233.330.033.7339.730.044.46-1.850.012.21260.180.011.6378.370.04.12402.440.03.61131.410.015.55101.160.011.6378.370.0--0.00
20Q1 (2)224-0.440.00.69-56.60.00.23-76.770.00.69-88.730.024.14-28.20.045.300.890.03.39-71.960.06.52-44.930.00.82-79.80.01.56-56.30.07.73-52.080.06.52-44.930.0--0.00
19Q4 (1)2250.00.01.590.00.00.990.00.06.120.00.033.620.00.044.900.00.012.090.00.011.840.00.04.060.00.03.570.00.016.130.00.011.840.00.0--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)
2024/108.81-10.96-7.4193.09-3.7127.25N/A-
2024/99.8915.736.7784.28-3.3128.130.55-
2024/88.55-11.7-5.174.39-4.5127.60.56-
2024/79.683.33-0.7265.84-4.4328.550.54-
2024/69.37-1.330.3356.16-5.0429.220.45-
2024/59.5-8.33.0346.79-6.0528.910.45-
2024/410.3614.32-0.7337.29-8.1226.540.49-
2024/39.0627.13-15.5226.93-10.6726.930.43-
2024/27.13-33.7-28.3817.87-8.027.340.43-
2024/110.7513.5413.3810.7513.3829.430.4-
2023/129.472.69-7.86115.37-8.2628.20.45-
2023/119.22-3.11-14.7105.9-8.2928.00.45-
2023/109.512.67-12.5796.69-7.6327.790.46-
2023/99.272.85-22.787.17-7.0628.030.49-
2023/89.01-7.62-23.2577.91-4.7728.10.49-
2023/79.754.44-22.2168.9-1.6728.310.49-
2023/69.341.3-32.2959.142.7928.990.46-
2023/59.22-11.6519.4349.813.8630.380.44-
2023/410.43-2.777.1140.5912.6631.110.43去年因上海停工之影響,大陸營收減少。
2023/310.727.787.3930.150.0630.150.5-
2023/29.954.9511.4619.43-3.5629.70.51-
2023/19.48-7.74-15.519.48-15.5130.560.5-
2022/1210.27-4.93-20.8125.76-7.3731.960.56-
2022/1110.81-0.68-11.5115.49-5.9533.680.53-
2022/1010.88-9.222.15104.68-5.3434.610.52-
2022/911.992.116.1593.8-6.1336.260.54-
2022/811.74-6.388.8281.81-7.738.070.51-
2022/712.54-9.087.3970.07-9.9934.050.57-
2022/613.7978.6921.4257.53-13.0627.40.62-
2022/57.7231.01-26.8243.74-20.223.590.72-
2022/45.89-41.0-51.0836.02-18.6324.80.68本月因上海停工之影響,大陸營收減少。
2022/39.9911.86-13.3130.13-6.530.130.55-
2022/28.93-20.443.7720.15-2.733.120.5-
2022/111.22-13.51-7.3111.22-7.3136.410.45-
2021/1212.976.22-2.7135.774.8335.840.46-
2021/1112.2114.648.13122.85.734.160.48-
2021/1010.65-5.66-3.58110.595.4332.730.51-
2021/911.294.68-8.2999.936.533.760.46-
2021/810.79-7.61-9.3788.648.7333.820.46-
2021/711.682.79-0.5577.8511.8333.580.47-
2021/611.367.68-4.7866.1814.3433.950.45-
2021/510.55-12.42-2.1454.8219.3134.110.45-
2021/412.044.559.2644.2725.8832.170.48-
2021/311.5233.9224.532.2333.4732.230.46-
2021/28.6-28.9487.1120.7139.0534.040.43109年2月因新冠病毒疫情影響,大陸營收減少。
2021/112.11-9.2117.5912.1117.5936.730.4-
2020/1213.3318.069.22129.51-4.835.680.41-
2020/1111.292.226.81116.18-6.1934.660.42-
2020/1011.05-10.271.92104.88-7.435.270.42-
2020/912.313.457.6893.83-8.3935.960.38-
2020/811.91.377.3481.52-10.4135.570.38-
2020/711.74-1.57-2.4369.62-12.8734.450.39-
2020/611.9310.67-1.4157.88-14.7333.730.41-
2020/510.78-2.21-6.7145.95-17.6131.050.44-
2020/411.0219.12-4.935.17-20.4624.870.55-
2020/39.25101.27-16.324.14-26.024.140.62-
2020/24.6-55.34-52.114.89-30.9627.10.55本月因新冠病毒疫情影響,大陸營收減少。
2020/110.29-15.67-14.0210.29-14.0233.080.45-
2019/1212.2115.46-8.71136.05-5.150.0N/A-
2019/1110.57-2.45-10.96123.84-4.790.0N/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)2250.04.85-16.672.86-11.18115.33-8.2946.134.638.94-8.0210.18-9.9110.32-15.5514.83-18.0710.92-16.58
2022 (9)2250.05.82-5.833.22-14.13125.76-7.3744.09-0.389.72-10.1711.300.5312.22-16.8118.1-10.413.09-5.96
2021 (8)2250.06.18-3.293.75-9.64135.774.8344.26-1.1410.82-7.6811.24-6.6414.69-3.1620.2-0.2513.92-3.2
2020 (7)2250.06.394.584.1514.33129.51-4.8144.770.911.7216.3912.049.0615.1710.6520.254.7614.384.58
2019 (6)2250.06.11-9.753.63-16.93136.05-5.1544.370.9810.07-1.4711.04-4.0813.71-6.4819.33-3.8313.75-9.72
2018 (5)225-17.286.771.654.3720.72143.44-0.1943.942.7110.2220.2411.51-13.9814.6620.0720.1-9.515.23-15.9
2017 (4)272-12.546.6666.083.6219.08143.71-0.6442.783.488.5020.5713.3843.8712.2119.8222.2139.6918.1144.76
2016 (3)3110.04.015.83.0436.32144.646.8841.34-1.177.0516.539.30-1.810.1924.4215.95.8612.515.75
2015 (2)3110.03.799.862.23-13.23135.3322.4241.83-6.296.05-18.579.47-9.98.19-0.2415.0213.711.8310.05
2014 (1)3111.973.45-11.312.57-10.14110.553.1244.6407.43010.5108.21-6.713.21-7.6910.75-9.66

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