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)132-0.75-0.75-0.19-72.73-258.33-0.3025.023.08-0.32-146.15-740.08.840.342.3155.47-9.29-0.2-0.32-112.671.170.84-72.9-84.44-0.03-113.6470.0-0.25-66.67-266.671.37-79.91-78.990.84-72.9-84.447.91-261.3729.71
24Q2 (19)1330.0-0.75-0.11-450.0-135.48-0.4034.4362.26-0.13-550.0-116.678.8115.47-1.2361.1512.9512.862.54128.57158.393.10278.05-78.080.22132.35156.41-0.15-400.0-136.596.82454.47-57.273.10278.05-78.086.65-200.00-185.28
24Q1 (18)133-0.75-2.21-0.0250.094.59-0.61-405.0-56.41-0.02-300.094.597.63-2.188.3854.14-7.713.72-8.89-308.215.730.82-55.19109.58-0.68-306.068.11-0.0340.094.01.23846.15112.00.82-55.19109.58-5.95-41.67-126.86
23Q4 (17)1340.75-2.19-0.04-133.3383.330.20151.28186.960.01-80.0-95.657.8-9.72-11.8658.665.5415.064.27484.68207.561.83-66.11169.850.33430.0194.29-0.05-133.3384.850.13-98.01103.061.83-66.11169.85-6.43-97.31107.25
23Q3 (16)133-0.75-2.920.12-61.2971.43-0.3963.2132.760.05183.33-89.138.64-3.14-13.1755.582.5814.93-1.1174.48-311.115.40-61.81-8.32-0.174.36-233.330.15-63.4150.06.52-59.15-22.295.40-61.81-8.3211.7861.25-54.29
23Q2 (15)134-1.47-2.190.31183.7819.23-1.06-171.79-857.14-0.0683.78-115.388.9226.7-22.5754.183.795.04-4.3558.77-147.4914.14265.1957.64-0.3947.3-137.140.41182.013.8915.96255.7148.8814.14265.1957.643.1264.81-120.68
23Q1 (14)136-0.73-0.73-0.37-54.17-384.62-0.39-69.57-77.27-0.37-260.87-384.627.04-20.45-25.2752.202.398.43-10.55-165.74-1801.61-8.56-226.72-236.74-0.74-111.43-1333.33-0.5-51.52-377.78-10.25-141.18-282.06-8.56-226.72-236.74-15.75-248.52-4.61
22Q4 (13)1370.0-14.37-0.24-442.86-60.0-0.2360.34-2200.00.23-50.0-14.818.85-11.06-12.5550.985.42-0.82-3.97-1370.37-144.76-2.62-144.48-281.94-0.35-1066.67-138.89-0.33-430.0-37.5-4.25-150.66-164.79-2.62-144.48-281.94-12.35-257.97-226.97
22Q3 (12)1370.0-8.670.07-73.08118.42-0.58-514.294.920.4617.9517.959.95-13.63-12.6448.36-6.248.97-0.27-102.95-105.995.89-34.34114.96-0.03-102.86-105.880.1-72.22117.548.39-21.7428.885.89-34.34114.964.3313.46-175.32
22Q2 (11)1370.0-21.710.26100.023.810.14163.64-56.250.39200.0-42.6511.5222.29-10.2151.587.156.289.161377.42-28.388.9743.29-14.161.051650.0-35.980.36100.00.010.7290.41-12.778.9743.29-14.167.68143.33-968.18
22Q1 (10)137-14.37-27.890.13186.67-71.74-0.22-2100.0-128.950.13-51.85-71.749.42-6.92-26.4648.14-6.34-9.410.62-93.01-96.576.26334.72-57.590.06-93.33-97.40.18175.0-79.315.63-14.18-66.946.26334.72-57.59-9.04123.60-1000.82
21Q4 (9)1606.67-16.67-0.1560.53-109.49-0.0198.36-100.430.27-30.77-95.7910.12-11.15-53.9251.4015.82-0.968.8796.67-62.621.44-47.45-92.530.976.47-82.73-0.2457.89-107.896.560.77-72.131.44-47.45-92.53-11.19-110.21-96.13
21Q3 (8)150-14.29-21.88-0.38-280.95-109.48-0.61-290.62-110.520.39-42.65-91.9411.39-11.22-63.0644.38-8.55-20.394.51-64.74-87.72.74-73.78-91.510.51-68.9-95.49-0.57-258.33-107.426.51-47.03-82.292.74-73.78-91.51-5.53-167.65-174.25
21Q2 (7)175-7.89-8.380.21-54.35-74.070.32-57.89-71.930.6847.83-19.0512.830.1615.6948.53-8.68-7.6812.79-29.14-28.1510.45-29.2-38.491.64-29.0-17.170.36-58.62-76.7712.29-27.83-32.5110.45-29.2-38.49-20.76-62.62-62.63
21Q1 (6)190-1.04-1.550.46-70.891433.330.76-67.383900.00.46-92.821433.3312.81-41.6793.2153.142.391.0318.05-23.949927.7814.76-23.48852.262.31-55.6623000.00.87-71.381350.017.03-27.66991.6714.76-23.48852.26-35.22-65.75-63.60
20Q4 (5)1920.0-0.521.58-60.6690.02.33-59.83796.156.4132.4431950.021.96-28.77181.1851.90-6.91-8.0823.73-35.31195.8919.29-40.26131.855.21-53.93726.983.04-60.42679.4923.54-35.95171.219.29-40.26131.85--0.00
20Q3 (4)1920.520.04.01395.060.05.80408.770.04.84476.190.030.83178.00.055.756.050.036.68106.070.032.2990.050.011.31471.210.07.68395.480.036.75101.810.032.2990.050.0--0.00
20Q2 (3)191-1.040.00.812600.00.01.145800.00.00.842700.00.011.0967.270.052.57-0.060.017.809788.890.016.99996.130.01.9819700.00.01.552483.330.018.211067.310.016.99996.130.0--0.00
20Q1 (2)1930.00.00.03-85.00.0-0.02-107.690.00.0350.00.06.63-15.110.052.60-6.840.00.18-97.760.01.55-81.370.00.01-98.410.00.06-84.620.01.56-82.030.01.55-81.370.0--0.00
19Q4 (1)1930.00.00.200.00.00.260.00.00.020.00.07.810.00.056.460.00.08.020.00.08.320.00.00.630.00.00.390.00.08.680.00.08.320.00.0--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)
2024/112.517.55-10.2230.090.347.48N/A-
2024/102.33-11.89-9.9127.591.437.92N/A-
2024/92.64-10.21-9.1125.262.628.830.68-
2024/82.95-8.96-0.1622.614.29.060.67-
2024/73.2412.2816.6719.674.889.080.67-
2024/62.88-2.76-12.016.432.848.80.69-
2024/52.960.3-1.8613.556.668.760.7-
2024/42.964.0712.1210.589.338.190.74-
2024/32.8418.3-2.867.638.287.630.75-
2024/22.40.485.964.7916.197.210.79-
2024/12.39-1.3928.682.3928.687.60.75-
2023/122.42-13.23-15.1132.41-18.337.80.79-
2023/112.797.92-12.9329.99-18.588.290.74-
2023/102.59-11.11-8.3827.2-19.128.450.73-
2023/92.91-1.36-11.524.61-20.18.630.81-
2023/82.956.383.621.7-21.139.00.78-
2023/72.77-15.31-25.9518.75-23.999.070.77-
2023/63.278.43-24.8815.98-23.648.930.84-
2023/53.0214.59-23.612.7-23.318.580.87-
2023/42.64-9.84-17.69.68-23.227.820.96-
2023/32.9229.06-11.017.04-25.137.041.28-
2023/22.2722.02-23.234.12-32.76.971.3-
2023/11.86-34.95-41.511.86-41.517.921.14-
2022/122.85-11.0-14.1839.69-16.148.881.14-
2022/113.2113.56-9.8736.83-16.299.321.08-
2022/102.82-14.13-17.5833.63-16.868.961.13-
2022/93.2915.47-4.8630.8-16.799.881.2-
2022/82.85-23.96-26.2227.51-18.0210.951.08-
2022/73.75-14.08-7.7324.67-16.9512.060.98-
2022/64.3610.275.620.92-18.4111.511.08-
2022/53.9523.58-1.5916.56-23.0210.441.19-
2022/43.2-2.63-32.0812.61-27.949.431.32-
2022/33.2911.33-25.269.41-26.419.411.31-
2022/22.95-7.02-22.336.12-27.029.451.31-
2022/13.17-4.55-30.93.17-30.910.061.23-
2021/123.33-6.54-35.7647.33-32.6310.311.27-
2021/113.563.85-51.8344.0-32.3810.441.25本月較去年同期減少主要係因出貨量減少所致。
2021/103.43-0.88-63.6840.45-29.8910.741.21本月較去年同期減少主要係因出貨量減少所致。
2021/93.46-10.45-71.8837.02-23.2911.381.3本月較去年同期減少主要係因出貨量減少所致。
2021/83.86-4.9-61.9633.56-6.6812.051.23本月較去年同期減少主要係因出貨量減少所致。
2021/74.06-1.66-50.1829.715.0312.211.21本月較去年同期減少主要係因出貨量減少所致。
2021/64.132.76-10.7425.6445.112.861.23-
2021/54.02-14.723.821.5264.913.121.2本年累計營收較去年同期增加主要係因出貨量增加所致。
2021/44.717.1448.5117.578.512.911.22本年累計營收較去年同期增加主要係因出貨量增加所致。
2021/34.415.753.6212.7992.8512.791.25本月較去年同期增加主要係因出貨量增加所致。
2021/23.8-17.2897.248.39122.6313.571.18本月較去年同期增加主要係因出貨量增加所致。
2021/14.59-11.26149.154.59149.1517.160.93本月較去年同期增加主要係因出貨量增加所致。
2020/125.18-29.93102.9770.26139.7722.00.61本月較去年同期增加主要係因出貨量增加所致。
2020/117.39-21.67185.2865.09143.2829.120.46本月較去年同期增加主要係因出貨量增加所致。
2020/109.43-23.27275.0857.7138.7831.880.42本月較去年同期增加主要係因出貨量增加所致。
2020/912.2921.14462.9748.26122.9430.590.43本月較去年同期增加主要係因出貨量增加所致。
2020/810.1524.54280.5635.9784.7922.920.58本月較去年同期增加主要係因出貨量增加所致。
2020/78.1576.17203.1625.8253.7116.020.83本月較去年同期增加主要係因出貨量增加所致。
2020/64.6342.5480.9817.6725.2411.040.55產品銷量增加
2020/53.242.3130.2813.0512.919.280.65-
2020/43.1710.8229.099.88.147.960.76-
2020/32.8648.5622.646.630.366.630.67-
2020/21.934.48-3.543.77-11.86.320.7-
2020/11.84-27.71-19.041.84-19.040.0N/A-
2019/122.55-1.5242.6329.34.840.0N/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)134-2.190.01-95.65-1.63032.4-18.4755.2010.8-2.7603.92-21.29-0.8901.28-42.340.02-93.55
2022 (9)137-14.370.23-14.81-0.89039.74-15.7249.820.851.85-83.744.98-36.320.74-86.192.22-56.980.31-27.91
2021 (8)160-16.670.27-95.760.48-94.8147.15-33.1349.40-8.1111.38-56.637.82-65.915.36-71.035.16-72.290.43-96.51
2020 (7)192-0.526.3731750.09.25070.51139.2653.766.6726.245863.6422.941637.8818.514130.7718.623861.712.3330725.0
2019 (6)1930.00.02-33.33-0.23029.475.2150.402.520.4401.3234.690.1300.479.30.04-20.0
2018 (5)1930.00.030-0.30028.0111.4649.16-3.97-0.0100.980000.4300.050
2017 (4)1930.0-0.300-0.75025.130.3651.191.25-2.340-1.450-0.590-0.170-0.580
2016 (3)193-1.03-0.490-0.87025.0412.0950.5612.33-0.880-1.210-0.220-0.020-0.950
2015 (2)195-1.02-1.390-2.31022.34-15.2245.01-3.23-14.500-12.830-3.240-2.90-2.710
2014 (1)197-3.43-0.750-1.47026.35148.5846.510-6.340-5.110-1.670-1.20-1.470

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