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)8450.00.02.05-17.67-26.262.005.82-0.997.4937.68-6.84520.8711.66.4812.68-5.37.194.09-13.53-9.913.33-26.33-30.6221.28-3.54-4.1917.32-17.8-26.34.17-28.35-28.843.33-26.33-30.624.79-16.63-0.99
24Q2 (19)8450.00.02.49-15.596.411.89-7.8-14.485.4484.413.42466.72-2.0113.0313.395.6-2.764.731.07-19.834.52-13.58-5.6422.06-1.03-9.5221.07-15.456.475.82-7.32-5.834.52-13.58-5.64-2.56109.8212.23
24Q1 (18)8450.00.02.95235.231.032.0532.26-24.352.95-66.931.03476.27-3.119.2312.6817.73-9.044.6867.74-26.655.23248.67-7.4322.2962.58-19.8224.92236.761.146.28285.28-7.375.23248.67-7.43-1.3183.444.49
23Q4 (17)8450.00.00.88-68.3535.381.55-23.27229.798.9210.95-24.34491.550.4820.5110.77-8.9632.82.79-38.55206.591.50-68.7511.9413.71-38.27269.547.4-68.5135.781.63-72.1828.351.50-68.7511.949.47-24.77-15.93
23Q3 (16)8450.00.02.7818.846.322.02-8.659.068.0452.85-27.89489.1818.4726.8411.83-14.09-7.04.54-23.0513.54.800.2115.1122.21-8.944.1323.518.7546.055.86-5.188.924.800.2115.116.58-0.53-13.52
23Q2 (15)8450.00.02.34-19.86-35.02.21-18.45-38.955.2680.14-43.07412.92-5.3-14.013.77-1.22-15.055.90-7.52-29.594.79-15.22-24.4524.38-12.3-39.3819.79-19.68-34.946.18-8.85-25.994.79-15.22-24.450.79164.69229.08
23Q1 (14)8450.00.02.92349.23-48.232.71476.6-40.442.92-75.23-48.23436.016.89-17.7913.9471.89-24.036.38601.1-28.955.65321.64-37.1527.8649.33-41.6224.64352.11-48.316.78433.86-36.695.65321.64-37.156.33141.72206.81
22Q4 (13)8450.00.00.65-65.79-85.840.47-62.99-89.5611.795.74-41.14407.95.77-26.218.11-36.24-54.080.91-77.25-89.01.34-67.87-80.913.71-75.92-91.895.45-66.13-85.961.27-76.39-84.91.34-67.87-80.91-6.96-56.51-63.95
22Q3 (12)8450.00.01.90-47.22-64.081.27-64.92-75.211.1520.67-27.74385.66-19.68-26.1312.72-21.53-32.164.00-52.27-60.24.17-34.23-51.2915.41-61.69-70.6216.09-47.11-64.05.38-35.57-47.874.17-34.23-51.29-14.57-41.70-42.68
22Q2 (11)8450.00.03.60-36.17-30.93.62-20.44-25.829.2463.83-8.88480.16-9.473.6616.21-11.66-21.278.38-6.68-24.786.34-29.48-33.2640.22-15.54-22.0730.42-36.19-30.888.35-22.04-28.946.34-29.48-33.26-6.76-6.65-9.67
22Q1 (10)8450.00.05.6422.8814.174.551.11-4.215.64-71.8414.17530.39-4.0510.4918.353.91-3.788.988.59-13.748.9928.063.4547.624.16-4.6847.6722.8314.3210.7127.35-0.198.9928.063.450.924.82-5.50
21Q4 (9)8450.00.04.59-13.2394.494.50-12.11112.2620.0329.81112.63552.765.8831.917.66-5.8124.458.27-17.7158.137.02-17.9947.4845.72-12.83108.6738.81-13.1694.738.41-18.5147.547.02-17.9947.489.29-5.85-3.59
21Q3 (8)8450.00.05.291.5471.25.124.9271.2415.4352.17118.56522.0712.728.118.75-8.9418.6710.05-9.7833.828.56-9.8933.3352.451.6371.3544.691.5570.910.32-12.1733.338.56-9.8933.334.593.503.83
21Q2 (7)8450.00.125.215.47109.244.882.74111.2610.14105.26155.42463.22-3.5131.0820.597.9743.0911.147.0165.289.509.3259.6651.613.3116.6744.015.54109.3711.759.5163.659.509.3259.665.5257.3963.40
21Q1 (6)8450.00.04.94109.32233.784.75124.06212.54.94-47.56233.78480.0514.5568.4119.0734.3941.7810.4199.0491.018.6982.5697.9549.96128.02221.4941.7109.23233.3310.7388.25101.318.6982.5697.958.6942.8547.48
20Q4 (5)8450.00.02.36-23.6252.262.12-29.150.359.4233.4342.51419.062.8230.7714.19-10.1912.535.23-30.3630.424.76-25.8616.3821.91-28.4270.3719.93-23.7951.915.70-26.3630.144.76-25.8616.38--0.00
20Q3 (4)8450.120.03.0924.10.02.9929.440.07.0677.830.0407.5615.330.015.809.80.07.5111.420.06.427.90.030.6128.510.026.1524.410.07.747.80.06.427.90.0--0.00
20Q2 (3)844-0.120.02.4968.240.02.3151.970.03.97168.240.0353.3823.980.014.396.990.06.7423.670.05.9535.540.023.8253.280.021.0268.030.07.1834.710.05.9535.540.0--0.00
20Q1 (2)8450.00.01.48-4.520.01.527.80.01.48-77.610.0285.04-11.050.013.456.660.05.4535.910.04.397.330.015.5420.840.012.51-4.650.05.3321.690.04.397.330.0--0.00
19Q4 (1)8450.00.01.550.00.01.410.00.06.610.00.0320.450.00.012.610.00.04.010.00.04.090.00.012.860.00.013.120.00.04.380.00.04.090.00.0--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)
2024/10200.661.294.791664.518.82562.99N/A-
2024/9198.120.629.381463.859.39520.870.82-
2024/8164.233.59-2.781265.759.39469.850.91-
2024/7158.537.7713.931101.5211.48461.190.92-
2024/6147.09-5.452.69942.9911.07466.720.9-
2024/5155.57-5.1712.25795.912.78483.780.87-
2024/4164.06-0.0525.14640.3312.91476.40.88-
2024/3164.1510.760.49476.279.23476.270.78-
2024/2148.19-9.65.01312.1214.46431.550.86-
2024/1163.9337.2624.6163.9324.6464.00.8-
2023/12119.43-33.88-2.821829.651.41491.550.68-
2023/11180.64-5.6521.671710.231.72553.220.6-
2023/10191.485.7340.231529.59-0.2541.520.62-
2023/9181.17.1939.41338.11-4.16489.180.74-
2023/8168.9421.4134.461157.01-8.63451.310.8-
2023/7139.14-2.856.93988.07-13.37420.960.86-
2023/6143.233.34-13.18848.93-15.99412.920.8-
2023/5138.595.71-12.88705.7-16.54433.020.76-
2023/4131.1-19.73-16.0567.11-17.38435.540.76-
2023/3163.3315.74-8.14436.01-17.79436.010.67-
2023/2141.117.25-5.1272.67-22.66395.570.73-
2023/1131.567.05-35.46131.56-35.46402.920.72-
2022/12122.9-17.22-20.751804.11-10.6407.90.72-
2022/11148.478.73-25.171681.21-9.75414.910.71-
2022/10136.545.1-31.471532.75-7.92392.090.75-
2022/9129.913.39-32.351396.21-4.71385.660.8-
2022/8125.64-3.43-32.01266.3-0.55420.730.73-
2022/7130.12-21.13-10.411140.664.79454.190.68-
2022/6164.983.695.951010.557.13480.160.8-
2022/5159.11.931.5845.577.36493.00.78-
2022/4156.08-12.223.51686.478.82482.60.8-
2022/3177.8219.570.31530.3910.48530.390.88-
2022/2148.7-27.0512.17352.5716.44507.660.92-
2022/1203.8731.4519.76203.8719.76557.370.84-
2021/12155.09-21.8324.522018.137.75552.760.69-
2021/11198.42-0.4127.091863.0138.98589.70.64-
2021/10199.253.7643.981664.5940.54576.070.66-
2021/9192.033.9140.781465.3440.09522.070.68-
2021/8184.7927.2239.21273.3139.99485.740.73-
2021/7145.25-6.714.941088.5240.12457.690.77-
2021/6155.7-0.6612.99943.2747.75463.220.7-
2021/5156.743.9543.14787.5757.31484.780.67營收增加50%以上,係市場需求持續暢旺所致
2021/4150.77-14.9442.12630.8261.28460.590.7營收增加60%以上,係市場需求持續暢旺所致
2021/3177.2633.7171.96480.0568.41480.050.55營收增加60%以上,係市場需求持續暢旺所致
2021/2132.56-22.1263.05302.7966.4427.330.61營收增加達60%以上,係市場需求暢旺所致
2021/1170.2336.6869.11170.2369.11450.890.58營收增加達69.11%,係市場需求暢旺所致
2020/12124.54-20.2237.01465.0221.58419.050.66-
2020/11156.1212.8140.091340.4820.32430.910.64-
2020/10138.391.4517.171184.3618.13407.540.67-
2020/9136.42.7516.371045.9718.26407.560.62-
2020/8132.75-4.0817.12909.5718.54408.950.62-
2020/7138.40.4441.81776.8218.79385.70.66-
2020/6137.825.8460.84638.4114.75353.380.6宅經濟帶動需求、新品上市
2020/5109.53.2121.15500.626.36318.660.67-
2020/4106.082.9124.22391.122.85290.460.74-
2020/3103.0826.79-0.96285.04-3.33285.040.72-
2020/281.3-19.23-1.41181.96-4.63272.860.75-
2020/1100.6610.73-7.08100.66-7.08303.00.68-
2019/1290.9-18.4222.061204.911.640.0N/A-
2019/11111.44-5.645.831114.010.270.0N/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)8450.08.87-23.868.48-14.431829.661.4212.49-12.414.82-18.724.12-25.3688.1-17.6391.77-25.2975.33-24.39
2022 (9)8450.011.65-41.19.91-48.521804.11-10.614.26-24.755.93-40.15.52-34.13106.96-46.45122.84-40.4699.63-41.12
2021 (8)8450.019.78111.7819.25115.322018.137.7518.9530.339.9057.898.3854.33199.75117.4206.31114.97169.21112.58
2020 (7)8450.09.3442.388.9450.511465.0321.5914.5410.496.2726.925.4317.0391.8854.3795.9747.2479.642.47
2019 (6)8450.06.56-7.345.94-10.141204.911.6613.16-3.314.94-12.574.64-9.0259.52-11.0665.18-8.8555.87-7.52
2018 (5)8450.07.0822.286.6122.181185.2711.3813.61-3.615.657.015.109.9166.9219.271.5119.660.4122.36
2017 (4)8450.05.791.055.41-0.371064.24.1414.12-3.495.28-2.224.64-2.9356.141.7259.792.749.371.0
2016 (3)8450.05.7332.335.4331.161021.9119.8114.63-2.865.4013.454.789.8955.1936.0758.2236.4448.8831.89
2015 (2)8450.04.3322.664.1415.32852.950.4615.0611.064.7612.534.3522.5440.5612.8942.6719.2937.0622.96
2014 (1)8450.03.5352.813.5986.98849.0218.1213.5604.2303.55035.9351.1635.7731.0330.1452.76

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