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(%)
24Q1 (20)2735.818.761.1929.357.210.68-34.62-29.171.19-76.947.2130.6-6.31-0.4926.12-6.31-1.258.98-21.02-20.610.6746.1618.032.75-25.88-20.983.2636.9717.2713.5735.8414.6110.6746.1618.03-3.58-4.45-14.25
23Q4 (19)2580.02.790.92-38.26-17.121.046.1210.645.1619.4418.8932.66-0.85-13.8927.88-3.7614.4511.37-7.3317.587.30-37.71-0.953.71-8.171.092.38-38.34-15.09.99-36.97-3.017.30-37.71-0.95-0.21-25.81-2.40
23Q3 (18)2582.792.791.49-13.374.930.98-10.9122.54.3252.6533.7532.940.43-10.128.972.9120.7112.27-1.1336.3311.72-10.9420.584.04-0.7422.423.86-10.658.4315.85-3.5924.1211.72-10.9420.583.5520.791.83
23Q2 (17)2510.00.01.7254.9543.331.1014.5834.152.83154.9556.3532.86.67-5.8328.156.4324.6112.419.7346.013.1645.5852.674.0716.9537.54.3255.444.016.4438.8553.513.1645.5852.67-6.1327.488.36
23Q1 (16)2510.00.01.110.081.970.962.13200.01.11-74.4281.9730.75-18.93-1.5426.458.5842.211.3116.96173.199.0422.6684.493.48-5.18169.772.78-0.7181.711.8414.9590.359.0422.6684.49-7.71-10.919.81
22Q4 (15)2510.00.01.11-21.8360.870.9417.570.914.3434.37153.837.933.521.8524.361.524.999.677.4463.97.37-24.1858.153.6711.2166.822.8-21.3560.9210.30-19.3456.777.37-24.1858.154.36-1.757.53
22Q3 (14)2510.00.01.4218.33305.710.80-2.44400.03.2378.45216.6736.645.25.2624.006.2428.149.005.88163.169.7212.76281.183.311.49177.313.5618.67300.012.7719.23171.139.7212.76281.188.3757.5276.91
22Q2 (13)2510.00.01.2096.72300.00.82156.25215.381.81196.72170.1534.8311.534.6922.5921.4519.48.50105.31340.418.6275.92286.552.96129.46362.53.096.08305.4110.7172.19419.98.6275.92286.55-2.3142.5657.22
22Q1 (12)2510.00.00.61-11.5964.860.32-41.82100.00.61-64.3364.8631.23-16.143.0718.60-4.576.534.14-29.83107.04.905.1560.131.29-41.36111.481.53-12.0764.526.22-5.3374.234.905.1560.13-4.5842.77100.97
21Q4 (11)2510.00.00.6997.1413.110.55243.75-16.671.7167.65-49.5637.246.989.6919.494.06-6.665.9072.51-10.884.6682.754.022.284.87-2.221.7495.5114.476.5739.4913.284.6682.754.025.8056.91102.64
21Q3 (10)2510.00.00.3516.67-61.960.16-38.46-84.01.0252.24-63.4434.814.63-1.5618.73-1.0-24.993.4277.2-67.742.5514.35-61.131.1985.94-68.270.8920.27-61.644.71128.64-50.212.5514.35-61.137.21-1.1212.02
21Q2 (9)2510.00.00.30-18.92-79.730.2662.5-80.60.6781.08-63.9833.279.8-7.6318.928.36-26.351.93-3.5-83.822.23-27.12-78.330.644.92-85.120.74-20.43-80.052.06-42.3-82.882.23-27.12-78.33-0.47-29.13-6.63
21Q1 (8)2510.00.00.37-39.34-5.130.16-75.76-23.810.37-89.09-5.1330.3-10.7534.7917.46-16.38-18.372.00-69.79-47.233.06-31.7-28.840.61-72.89-28.240.93-38.82-4.123.57-38.45-35.213.06-31.7-28.84-7.37-36.52-54.88
20Q4 (7)2510.00.00.61-33.7-29.890.66-34.00.03.3921.5125.0933.95-3.994.0820.88-16.38-10.816.62-37.55-22.034.48-31.71-32.732.25-40.0-18.771.52-34.48-29.955.80-38.69-39.464.48-31.71-32.73-2.91-35.77-29.69
20Q3 (6)2510.00.00.92-37.84-10.681.00-25.3733.332.7950.050.8135.36-1.838.5324.97-2.87.1210.60-11.1519.56.56-36.25-17.073.75-12.7929.762.32-37.47-10.089.46-21.36-9.476.56-36.25-17.0729.20120.83256.37
20Q2 (5)2510.00.01.48279.49134.921.34538.1204.551.86376.92126.8336.0260.2333.3125.6920.118.9911.93214.78107.1210.29139.377.114.3405.88175.643.71282.47136.3112.03118.3369.210.29139.377.11--0.00
20Q1 (4)2510.00.00.39-55.170.00.21-68.180.00.39-85.610.022.48-31.090.021.39-8.630.03.79-55.360.04.30-35.440.00.85-69.310.00.97-55.30.05.51-42.480.04.30-35.440.0--0.00
19Q4 (3)2510.00.00.87-15.530.00.66-12.00.02.7146.490.032.620.120.023.410.430.08.49-4.280.06.66-15.80.02.77-4.150.02.17-15.890.09.58-8.330.06.66-15.80.0--0.00
19Q3 (2)2510.00.01.0363.490.00.7570.450.01.85125.610.032.5820.580.023.317.970.08.8753.990.07.9136.140.02.8985.260.02.5864.330.010.4546.980.07.9136.140.0--0.00
19Q2 (1)2510.00.00.630.00.00.440.00.00.820.00.027.020.00.021.590.00.05.760.00.05.810.00.01.560.00.01.570.00.07.110.00.05.810.00.0--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)
2024/412.219.7310.6542.812.4430.6N/A-
2024/311.1353.14-8.2230.6-0.4930.60.69-
2024/27.27-40.48-29.2719.474.5329.380.72-
2024/112.2123.2146.1112.2146.1134.070.62-
2023/129.91-17.11-11.75129.15-8.1632.660.63-
2023/1111.9510.67-9.24119.24-7.8533.340.62-
2023/1010.82.0-20.19107.29-7.6932.360.63-
2023/910.59-3.52-21.9296.49-6.0532.940.64-
2023/810.97-3.52-0.0985.9-3.6332.740.64-
2023/711.389.5-5.9674.93-4.1333.140.64-
2023/610.39-8.67-28.9563.55-3.832.80.67-
2023/511.383.080.1453.163.3434.530.64-
2023/411.04-8.9824.6941.794.2533.430.66-
2023/312.1218.0111.8530.75-1.5330.750.79-
2023/210.2722.9722.7118.63-8.6529.860.81-
2023/18.35-25.58-30.498.35-30.4932.750.74-
2022/1211.23-14.75-14.47140.633.6937.930.7-
2022/1113.17-2.67-0.67129.415.6440.260.66-
2022/1013.53-0.224.68116.246.4138.080.7-
2022/913.5623.4521.76102.74.3936.640.74-
2022/810.98-9.2-13.2289.142.1737.70.71-
2022/712.1-17.269.7978.164.7938.080.71-
2022/614.6228.7234.7366.063.9234.830.8-
2022/511.3628.351.5251.44-2.4131.050.9-
2022/48.85-18.35-21.1540.08-3.4728.060.99-
2022/310.8429.47-10.5831.233.0631.230.84-
2022/28.37-30.3518.1120.3912.1733.520.78-
2022/112.02-8.428.3712.028.3738.410.68-
2021/1213.13-0.997.27135.626.137.240.67-
2021/1113.2622.1618.6122.495.9835.250.71-
2021/1010.85-2.542.98109.234.6334.650.72-
2021/911.14-12.02-9.5498.384.8134.810.75-
2021/812.6614.8816.0287.246.9834.530.76-
2021/711.021.51-9.274.595.5833.060.79-
2021/610.85-3.0-0.3863.578.6533.270.73-
2021/511.19-0.31-11.2852.7210.7234.540.7-
2021/411.22-7.41-10.3341.5318.6530.440.8-
2021/312.1271.0426.7230.334.830.30.68-
2021/27.09-36.0951.0618.1840.7830.420.67109年2月因新冠肺炎影響延遲開工,營業收入減少,致與110年2月差異51%。
2021/111.09-9.3534.9111.0934.9134.510.59-
2020/1212.249.456.61127.819.6133.950.52-
2020/1111.186.082.44115.589.9434.030.51-
2020/1010.54-14.43.05104.410.8133.760.52-
2020/912.3112.8413.6893.8611.7535.360.45-
2020/810.91-10.083.8681.5511.4733.940.47-
2020/712.1311.377.9470.6412.7435.640.45-
2020/610.89-13.6118.0958.513.836.020.45-
2020/512.610.7539.2747.6112.8634.70.46-
2020/412.5230.8443.1535.05.6426.780.6-
2020/39.57103.8912.8422.48-7.8122.480.63-
2020/24.69-42.92-16.1912.91-18.8224.390.58-
2020/18.22-28.36-20.248.22-20.2430.610.46-
2019/1211.485.1613.25116.6-2.5532.620.47-
2019/1110.916.7212.08105.12-4.0131.970.48-
2019/1010.23-5.58-2.6894.21-5.5831.560.48-
2019/910.833.1-1.4483.98-5.9232.580.44-
2019/810.5-6.55-4.4973.15-6.5530.970.46-
2019/711.2421.852.6362.65-6.8929.520.48-
2019/69.221.87-11.5351.41-8.740.0N/A-
2019/59.063.56-15.0942.18-8.110.0N/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)2582.795.0717.094.0841.67129.15-8.1627.8923.6811.8548.510.3333.4615.336.3617.5222.8613.3422.5
2022 (9)2510.04.33153.222.88157.14140.633.6922.5520.597.98133.337.74144.1611.22141.8114.26143.7610.89153.85
2021 (8)2510.01.71-49.561.12-65.22135.626.1118.70-20.293.42-60.783.17-52.44.64-58.355.85-46.234.29-49.65
2020 (7)2510.03.3925.093.2257.07127.819.6123.466.068.7229.196.6614.0411.1441.5510.8819.568.5225.11
2019 (6)2510.02.7112.452.0532.26116.6-2.5522.1210.216.7534.195.8414.967.8730.739.116.076.8112.56
2018 (5)2510.02.41-8.021.55-25.84119.659.320.07-10.485.03-27.215.08-16.176.02-20.377.84-6.896.05-7.91
2017 (4)2510.42.6214.912.0931.45109.472.3922.42-0.046.916.316.0612.017.568.788.421.086.5714.86
2016 (3)2500.02.2828.811.5947.22106.915.7622.4310.386.5049.775.4121.856.9558.318.3342.645.7229.41
2015 (2)250-0.41.7717.221.089.09101.096.0420.32-0.834.34-0.914.449.634.395.025.8411.244.4216.62
2014 (1)2510.01.5123.770.998.7995.3315.4720.4904.3804.0504.188.855.2519.053.7923.86

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