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)900.00.00.49250.0322.730.6694.12407.690.88125.64235.386.1110.090.4924.0613.8730.9712.55131.98764.026.92559.05230.570.77156.67741.670.44238.46331.5810.02366.05243.356.92559.05230.571.60103.0030.40
24Q2 (19)900.00.00.14-44.0156.00.34-33.3354.550.3956.0190.75.55-6.885.7121.13-14.8737.035.41-53.72-4.751.05-79.37150.240.3-57.140.00.13-40.91159.092.15-72.15192.671.05-79.37150.24-7.31-42.93-40.91
24Q1 (18)900.00.00.25-41.86238.890.51-48.48168.420.25213.64238.895.96-7.7423.1424.82-56.71102.6111.69-41.1495.165.09-40.881256.820.7-45.31141.380.22-43.59237.57.72-36.461089.745.09-40.881256.82-0.75126.79306.53
23Q4 (17)900.00.00.43295.45368.750.99661.54450.0-0.2266.15-2300.06.466.2529.7257.33212.08179.5219.861150.79158.938.61262.451588.241.281166.67236.840.39305.26378.5712.15273.82627.548.61262.451588.2411.03153.72310.31
23Q3 (16)900.00.0-0.2212.064.520.13-40.91136.11-0.65-51.16-482.356.0815.8122.3318.3719.133.73-1.89-133.2785.57-5.30-153.5959.14-0.12-140.081.54-0.1913.6466.07-6.99-201.2961.19-5.30-153.5959.1412.14-13.45-12.56
23Q2 (15)900.012.5-0.25-38.89-377.780.2215.79-21.43-0.43-138.89-148.315.258.47-13.7915.4225.88-35.545.68-5.1827.35-2.09-375.0-252.550.33.4511.11-0.22-37.5-414.29-2.32-197.44-247.77-2.09-375.0-252.552.83-25.7010.67
23Q1 (14)900.012.5-0.18-12.5-122.780.195.56-78.41-0.18-1900.0-122.784.84-2.81-34.6812.25-40.27-61.125.99-21.9-69.08-0.44-186.27-103.540.29-23.68-79.86-0.16-14.29-125.0-0.78-146.71-104.51-0.44-186.27-103.54-1.3030.8477.78
22Q4 (13)900.012.5-0.1674.19-130.190.18150.0-70.490.01-94.12-99.634.980.2-24.7720.5115.81-30.877.67158.55-49.170.51103.93-95.380.38158.46-62.0-0.1475.0-132.561.67109.27-87.380.51103.93-95.38-9.10-357.35-39.28
22Q3 (12)9012.512.5-0.62-788.89-293.75-0.36-228.57-176.920.17-80.9-92.274.97-18.3920.0517.71-25.96-18.24-13.10-393.72-255.03-12.97-1046.72-207.63-0.65-340.74-285.71-0.56-900.0-315.38-18.01-1247.13-201.81-12.97-1046.72-207.63-18.10-438.75-148.38
22Q2 (11)800.00.00.09-88.61-91.960.28-68.18-76.270.8912.66-52.416.09-17.81-18.0323.92-24.09-30.284.46-76.97-80.921.37-88.98-90.790.27-81.25-84.480.07-89.06-92.131.57-90.92-92.541.37-88.98-90.79-2.94-19.77-11.96
22Q1 (10)800.00.00.7949.063.950.8844.262.330.79-71.063.957.4111.9317.9931.516.2-3.1719.3728.36-4.2512.4312.594.281.4444.013.390.6448.844.9217.3030.76-2.0412.4312.594.2835.9157.34306.75
21Q4 (9)800.00.00.5365.62-36.90.61569.23-33.72.7324.09313.646.6259.95.7529.6736.98-0.0315.0978.58-22.9311.04-8.38-13.01.0185.71-18.70.4365.38-35.8213.23-25.21-22.5411.04-8.38-13.07.81-2.91229.11
21Q3 (8)800.00.00.32-71.43146.15-0.13-111.02-144.832.2017.651322.224.14-44.28-15.6821.66-36.873.348.45-63.86-10.5812.05-19.02208.970.35-79.89-23.910.26-70.79136.3617.69-15.96173.8412.05-19.02208.97-12.99-12.03-36.91
21Q2 (7)800.00.01.1247.37283.611.1837.21594.121.87146.05703.237.4318.31127.2234.315.4479.6323.3815.57411.614.8824.83236.641.7437.011060.00.8945.9281.6321.0519.2239.414.8824.83236.649.3118.9215.35
21Q1 (6)800.00.00.76-9.52153.330.86-6.52104.760.7615.15153.336.280.3220.7732.549.6428.9220.233.32130.6711.92-6.07156.341.273.25176.090.61-8.96154.1717.663.4189.5111.92-6.07156.3413.90268.31105.36
20Q4 (5)800.00.00.84546.15394.120.92217.24217.240.66466.676.456.2627.4920.6229.6841.622.2919.58107.2158.3112.69225.38205.781.23167.39215.380.67509.09415.3817.08164.4240.9212.69225.38205.78--0.00
20Q3 (4)800.00.00.13121.310.00.2970.590.0-0.1841.940.04.9150.150.020.969.740.09.45106.780.03.90135.810.00.46206.670.00.11122.450.06.46142.780.03.90135.810.0--0.00
20Q2 (3)800.00.0-0.61-303.330.00.17-59.520.0-0.31-203.330.03.27-37.120.019.10-24.330.04.57-47.890.0-10.89-334.190.00.15-67.390.0-0.49-304.170.0-15.10-347.540.0-10.89-334.190.0--0.00
20Q1 (2)800.00.00.3076.470.00.4244.830.00.30-51.610.05.20.190.025.244.00.08.7715.70.04.6512.050.00.4617.950.00.2484.620.06.1021.760.04.6512.050.0--0.00
19Q4 (1)800.00.00.170.00.00.290.00.00.620.00.05.190.00.024.270.00.07.580.00.04.150.00.00.390.00.00.130.00.05.010.00.04.150.00.0--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)
2024/111.812.46-16.0521.022.445.1N/A-
2024/101.6-5.87-27.3519.224.65.36N/A-
2024/91.7-17.77-14.9217.628.946.110.59-
2024/82.07-11.943.7715.9212.316.220.58-
2024/72.3529.7711.8913.8613.76.220.58-
2024/61.81-12.65-4.5611.5114.085.550.62-
2024/52.0723.7621.029.718.395.830.59-
2024/41.67-19.951.527.6317.75.250.66-
2024/32.0940.0121.615.9623.215.960.49-
2024/21.49-37.24.333.8724.095.990.49-
2024/12.3812.0840.842.3840.846.640.44-
2023/122.12-1.0114.3522.64-2.986.460.42-
2023/112.14-2.6752.7820.52-4.486.340.43去年同期受客戶消化庫存影響,營收降低所致。
2023/102.210.2337.118.38-8.486.190.44-
2023/92.00.3136.0916.17-12.446.080.58-
2023/81.99-5.0516.8714.18-16.635.980.59-
2023/72.110.6816.6212.19-20.365.70.62-
2023/61.8910.7515.6910.09-25.295.250.76-
2023/51.713.82-21.918.19-30.945.080.78-
2023/41.65-4.11-27.166.48-32.994.80.83-
2023/31.7220.11-38.214.84-34.774.840.95-
2023/21.43-15.23-29.03.12-32.74.970.92-
2023/11.69-8.99-35.541.69-35.544.940.93-
2022/121.8532.25-30.1623.34-4.644.861.17-
2022/111.4-12.66-43.5521.48-1.534.481.28-
2022/101.619.418.2120.083.854.781.2-
2022/91.47-13.8532.9618.473.494.971.37-
2022/81.7-5.25111.2617.011.555.141.33去年同期因受越南疫情影響營收減少
2022/71.89.8-19.3215.3-3.995.631.21-
2022/61.64-25.24-35.2113.5-1.56.091.22-
2022/52.19-3.16-9.2711.876.117.231.03-
2022/42.26-18.65-9.219.6810.347.061.05-
2022/32.7838.0122.227.4118.117.411.04-
2022/22.02-23.0423.984.6315.787.291.06-
2022/12.62-1.410.172.6210.177.761.0-
2021/122.666.9121.5724.4724.576.621.28-
2021/112.4867.4217.7521.8224.955.071.67-
2021/101.4834.43-24.6919.3325.943.392.49-
2021/91.136.86-38.7517.8533.44.142.04-
2021/80.81-63.82-51.2816.7544.635.561.52因受越南疫情影響營收減少
2021/72.23-11.8253.8115.9460.627.171.18去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/62.534.69169.7713.7161.797.430.95去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/52.41-3.1223.2711.1848.377.180.98去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/42.499.5156.768.7729.136.391.1去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/32.2840.014.096.2820.696.280.88-
2021/21.63-31.6216.244.024.796.190.89-
2021/12.388.831.42.3831.46.670.82-
2020/122.183.5411.9619.64-10.276.260.57-
2020/112.117.0632.3517.46-12.455.880.61-
2020/101.979.3419.5615.35-16.345.430.66-
2020/91.88.852.9213.38-19.894.910.68-
2020/81.6614.23-17.511.58-22.564.040.82-
2020/71.4554.64-23.929.92-23.343.131.06-
2020/60.9425.45-51.248.47-23.243.271.23主要客戶受新冠肺炎影響,客戶延緩或取消訂單,致業績受影響。
2020/50.75-53.01-61.497.54-17.344.330.93主要客戶受新冠肺炎影響,客戶延緩或取消訂單,致業績受影響。
2020/41.59-20.3-17.926.79-5.414.980.81-
2020/31.9942.648.95.2-0.795.20.73-
2020/21.4-22.699.363.21-5.995.160.74-
2020/11.81-7.29-15.211.81-15.210.0N/A-
2019/121.9522.412.221.90.320.0N/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)900.0-0.2201.5154.0822.64-3.527.5013.267.7626.590.45-72.731.7622.220.2-64.91-0.20
2022 (9)9012.50.01-99.630.98-60.823.46-4.1324.28-20.296.13-65.561.65-86.91.44-66.970.57-86.680.01-99.54
2021 (8)800.02.73313.642.5038.8924.4724.5330.4624.0217.8052.2712.60183.784.3689.574.28253.722.18311.32
2020 (7)800.00.666.451.8042.8619.65-10.2324.562.7211.6944.684.4418.092.329.941.216.140.536.0
2019 (6)800.00.62-50.791.26-26.3221.89-0.3623.91-7.368.08-16.443.76-34.271.77-16.91.14-28.750.5-50.5
2018 (5)80-6.981.26-23.171.71-10.9421.97-2.8725.81-7.699.67-12.415.72-14.882.13-14.81.6-26.611.01-28.37
2017 (4)86-5.491.64-30.511.92-30.9422.62-3.6627.96-9.7511.04-24.386.72-23.112.5-27.112.18-29.221.41-34.42
2016 (3)910.02.36191.362.78157.4123.488.630.9831.4914.60123.588.74204.533.43143.263.08158.822.15186.67
2015 (2)910.00.81-59.91.0863.6421.621.3123.560.266.53-16.822.87-66.821.41-16.071.19-59.520.75-59.46
2014 (1)910.02.02126.970.66-32.6521.3415.123.5007.8508.6501.6854.132.94185.441.85125.61

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