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)3041.331.670.7626.6731.030.8070.2156.861.6785.5651.8226.3310.4911.0519.457.424.0411.0352.1443.438.7715.720.472.967.6359.342.3127.6233.5310.6020.1824.858.7715.720.4714.8563.3491.92
24Q2 (19)3000.00.670.60100.050.00.47113.6474.070.90200.069.8123.8319.2114.9518.1131.7115.727.2576.441.887.5866.9631.831.73110.9863.211.8198.952.18.8264.8627.647.5866.9631.835.1632.6134.32
24Q1 (18)3000.670.670.30-34.78130.770.22-45.069.230.30-80.77130.7719.99-8.893.9513.75-15.3319.464.11-38.5766.44.54-26.77132.820.82-44.2270.830.91-33.09145.955.35-26.71134.654.54-26.77132.82-8.18-27.73-33.28
23Q4 (17)298-0.330.00.46-20.690.00.40-21.5714.291.5641.8230.021.94-7.472.7216.243.570.816.69-13.0-6.826.20-14.84-3.881.47-19.23-3.921.36-21.39-1.457.30-14.02-16.06.20-14.84-3.883.4612.1533.66
23Q3 (16)2990.340.340.5845.093.330.5188.89155.01.10107.5548.6523.7114.3813.8815.680.1916.157.6950.4956.37.2826.6170.891.8271.778.431.7345.3894.388.4922.8735.847.2826.6170.8911.09126.3498.29
23Q2 (15)2980.00.00.40207.6960.00.27107.69125.00.53307.6920.4520.737.823.0315.6535.9726.315.11106.8857.725.75194.8730.981.06120.8392.731.19221.6260.816.91203.0728.685.75194.8730.98-1.0967.9722.41
23Q1 (14)2980.00.00.13-71.74-31.580.13-62.86-7.140.13-89.17-31.5819.23-9.979.7611.51-28.55-3.282.47-65.6-19.811.95-69.77-40.00.48-68.63-11.110.37-73.19-35.092.28-73.76-41.981.95-69.77-40.0-3.69-9.206.07
22Q4 (13)2980.00.00.4653.33155.560.3575.0288.891.2062.1660.021.362.5932.6716.1119.3340.337.1845.93188.356.4551.4195.451.5350.0282.51.3855.06160.388.6939.04107.46.4551.4195.4513.0736.6670.84
22Q3 (12)2980.00.00.3020.011.110.2066.67-13.040.7468.1829.8220.8223.5629.3213.508.96-1.174.9251.856.264.26-2.96-14.971.0285.4536.00.8920.279.886.2516.3916.174.26-2.96-14.979.8725.7926.19
22Q2 (11)2980.00.00.2531.5847.060.12-14.29-7.690.44131.5846.6716.85-3.822.3112.394.12-1.673.245.19-3.574.3935.0846.820.551.850.00.7429.8251.025.3736.6435.264.3935.0846.822.5018.5720.64
22Q1 (10)2980.00.00.195.5646.150.1455.5640.00.19-74.6746.1517.528.828.6811.903.660.03.0823.6929.963.25-1.5232.110.5435.042.110.577.5542.53.93-6.2131.883.25-1.5232.114.41-13.88-2.65
21Q4 (9)2980.0-1.970.18-33.330.00.09-60.87-62.50.7531.5887.516.10.0-9.0911.48-15.96-19.782.49-46.22-47.133.30-34.138.550.4-46.67-51.810.53-34.57-1.854.19-22.1217.373.30-34.138.55-1.1212.758.03
21Q3 (8)2980.0-1.970.2758.8212.50.2376.920.00.5790.0159.0916.1-2.254.2713.668.41-22.214.6337.8-41.475.0167.565.030.7536.36-38.520.8165.319.465.3835.52-33.425.0167.565.03-0.0444.8053.46
21Q2 (7)2980.0-5.40.1730.77440.00.1330.0285.710.30130.771600.016.472.1755.5212.605.8821.043.3641.77319.612.9921.54300.670.5544.74443.750.4922.5406.253.9733.22460.912.9921.54300.67-3.411.49-14.16
21Q1 (6)298-1.97-3.250.13-27.78333.330.10-58.3300.13-67.5333.3316.12-8.9842.9111.90-16.8422.552.37-49.68330.912.46-19.08228.00.38-54.22533.330.4-25.93400.02.98-16.53144.262.46-19.08228.02.86-26.39-26.99
20Q4 (5)3040.0-1.30.18-25.0-25.00.244.35-11.110.4081.82-45.9517.7114.718.4614.31-18.511.494.71-40.46-12.293.04-36.27-37.190.83-31.973.750.54-27.03-25.03.57-55.82-23.553.04-36.27-37.19--0.00
20Q3 (4)304-3.490.00.24580.00.00.23428.570.00.221200.00.015.4445.80.017.5668.680.07.91616.990.04.77420.130.01.22862.50.00.74562.50.08.08834.550.04.77420.130.0--0.00
20Q2 (3)3152.270.0-0.05-266.670.0-0.0700.0-0.02-166.670.010.59-6.120.010.417.210.0-1.53-378.180.0-1.49-298.670.0-0.16-366.670.0-0.16-300.00.0-1.10-190.160.0-1.49-298.670.0--0.00
20Q1 (2)3080.00.00.03-87.50.00.00-100.00.00.03-95.950.011.28-24.550.09.71-31.130.00.55-89.760.00.75-84.50.00.06-92.50.00.08-88.890.01.22-73.880.00.75-84.50.0--0.00
19Q4 (1)3080.00.00.240.00.00.270.00.00.740.00.014.950.00.014.100.00.05.370.00.04.840.00.00.80.00.00.720.00.04.670.00.04.840.00.0--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)
2024/108.66-0.5315.3278.810.726.29N/A-
2024/98.71-2.468.8970.1410.1526.310.46-
2024/88.932.8612.2961.4310.3326.150.47-
2024/78.681.5711.7552.510.0125.00.49-
2024/68.549.8322.8743.839.6723.830.5-
2024/57.783.5810.6535.286.8922.130.54-
2024/47.519.7111.2827.55.8720.680.57-
2024/36.848.17-5.6219.993.9719.990.54-
2024/26.33-7.256.6213.159.7820.070.54-
2024/16.82-1.3912.896.8212.8921.270.51-
2023/126.92-8.1311.9385.6311.8721.960.5-
2023/117.530.3-1.4278.7111.8623.040.48-
2023/107.51-6.08-0.3871.1813.4823.450.47-
2023/98.00.582.6663.6715.3723.710.46-
2023/87.952.3613.2355.6717.4622.670.48-
2023/77.7711.6729.2347.7318.221.750.5-
2023/66.95-1.0822.3339.9616.2720.730.52-
2023/57.034.1724.5333.0115.0721.030.51-
2023/46.75-6.9522.2825.9812.7519.930.54-
2023/37.2522.213.2819.239.7519.230.61-
2023/25.93-1.7914.2111.987.7218.160.65-
2023/16.04-2.232.026.042.0219.860.59-
2022/126.18-19.114.6376.5418.1421.360.64-
2022/117.641.3640.4170.3618.4622.970.6-
2022/107.54-3.243.0662.7216.2522.340.61-
2022/97.7910.9353.9655.1813.3420.820.62主要是去年同期因新冠肺炎疫情及產業缺料之影響以至於基期較低
2022/87.0216.8328.6947.48.6318.710.69-
2022/76.015.717.5440.385.7717.340.74-
2022/65.680.694.5834.375.4716.850.7-
2022/55.642.280.928.685.6417.560.67-
2022/45.52-13.791.4423.046.8717.120.69-
2022/36.423.218.5717.528.7117.520.61-
2022/25.2-12.263.2911.123.7416.510.64-
2022/15.929.844.145.924.1416.760.64-
2021/125.39-0.9-2.8964.7917.7316.10.65-
2021/115.443.27-10.0959.3920.0415.770.66-
2021/105.274.16-13.7253.9524.2415.780.66-
2021/95.06-7.27-20.6848.6830.4616.10.62-
2021/85.45-2.3713.5543.6341.016.480.6-
2021/75.592.831.0438.1746.0516.620.6-
2021/65.43-2.8463.9732.5848.9716.470.57主要是去年同期因新冠肺炎疫情以至於基期較低所影響
2021/55.592.8385.4327.1546.2916.430.58主要是去年同期因新冠肺炎疫情以至於基期較低所影響
2021/45.440.7527.7321.5638.715.870.6-
2021/35.47.335.5416.1242.8316.120.59-
2021/25.03-11.54124.310.7273.7716.270.58主要是去年同期因新冠肺炎疫情導致中國廠區延後復工基期較低所影響
2021/15.692.4144.895.6944.8917.290.55-
2020/125.55-8.2512.0755.03-11.317.710.54-
2020/116.05-0.8921.2349.48-13.3318.540.52-
2020/106.11-4.239.843.42-16.6417.290.55-
2020/96.3832.759.2237.32-19.8115.440.61-
2020/84.812.66-9.6230.94-23.9712.380.76-
2020/74.2628.63-21.7226.14-26.1310.590.89-
2020/63.319.87-39.0821.87-26.9310.590.67-
2020/53.02-29.16-41.4118.56-24.2112.390.58-
2020/44.26-16.74-18.3515.54-19.6311.620.61-
2020/35.12128.13.311.28-20.1311.280.68-
2020/22.24-42.86-40.546.17-32.7711.120.69-
2020/13.92-20.78-27.353.92-27.3513.870.55-
2019/124.95-0.75-10.662.04-14.20.0N/A-
2019/114.99-10.24-16.2657.09-14.50.0N/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)2980.01.5630.01.3161.7385.6111.8514.889.255.6418.495.4316.274.8332.695.4815.374.6530.25
2022 (9)2980.01.2060.00.8150.076.5418.1413.629.754.7648.294.6735.763.6475.04.7577.243.5760.09
2021 (8)298-1.970.7592.310.5431.7164.7917.7412.41-8.283.21-9.833.4457.82.086.122.6841.052.2385.83
2020 (7)304-1.30.39-47.30.41-45.3355.03-10.5113.53-3.73.56-22.12.18-40.921.96-30.251.9-32.381.2-47.14
2019 (6)3080.330.7457.450.75400.061.49-14.9814.0599.014.57300.883.6983.582.81238.552.8156.112.2756.55
2018 (5)3070.00.4700.15072.320.727.06298.871.1402.0100.8301.801.450
2017 (4)307-0.32-0.970-0.86071.818.211.77-68.39-4.550-4.160-3.270-3.640-2.980
2016 (3)308-5.520.10-37.5-0.20060.74-17.735.60-13.85-0.8300.50-30.56-0.500.41-24.070.3-43.4
2015 (2)326-1.810.16-94.79-0.19073.83-34.236.50-61.67-0.7800.72-92.44-0.5800.54-95.950.53-95.05
2014 (1)3320.03.07179.092.80127.64112.2617.0816.9609.9309.53011.15148.3313.34201.1310.7191.55

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