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)1280.00.02.96-13.4513.852.8012.4520.698.9749.2521.7119.771.3812.1439.64-3.970.9224.27-1.95.1618.62-16.99-1.954.8-0.4117.943.79-13.4713.8125.31-17.960.7218.62-16.99-1.9513.159.0416.08
24Q2 (19)1280.00.03.4231.5440.742.4919.7119.146.01131.1526.019.524.927.3841.281.2514.3224.744.5225.2722.436.2530.184.8230.2734.264.3831.5340.3830.8510.3838.8422.436.2530.186.3611.540.64
24Q1 (18)1280.00.02.60-8.4511.112.08-18.43-7.142.60-74.5311.1115.61-12.2-9.1940.77-2.537.623.67-2.753.3221.114.6119.273.7-14.55-6.093.33-8.2611.027.956.0717.9821.114.6119.27-5.670.39-4.26
23Q4 (17)1280.00.02.849.23115.152.559.9178.3210.2138.53-4.7617.780.85-5.1741.836.4935.224.345.46103.020.186.27115.144.336.3992.443.639.01114.7926.354.85134.0120.186.27115.14-1.038.1210.46
23Q3 (16)1280.00.02.607.0-16.932.3211.028.897.3754.51-21.617.63-2.92-6.6739.288.7817.3223.0816.8625.0918.9910.21-11.14.0713.3716.953.336.73-16.7525.1313.1-8.4918.9910.21-11.11.365.422.15
23Q2 (15)1280.00.02.433.85-23.582.09-6.71.954.77103.85-24.0418.165.64-4.4236.11-4.7-3.8919.75-13.79-6.7117.23-2.66-20.453.59-8.88-10.73.124.0-23.3422.22-6.21-22.6917.23-2.66-20.45-1.3440.5624.97
23Q1 (14)1280.00.02.3477.27-24.522.2456.64-4.682.34-78.17-24.5217.19-8.32-4.537.8922.46-3.5422.9191.08-2.9617.7088.7-20.23.9475.11-7.293.077.51-24.4323.69110.39-18.1717.7088.7-20.2-4.539.7218.04
22Q4 (13)1280.00.01.32-57.83-52.861.43-20.56-46.0410.7214.04-12.9218.75-0.740.5430.94-7.59-24.5411.99-35.01-48.679.38-56.09-51.972.25-35.34-48.391.69-57.75-52.7911.26-58.99-53.839.38-56.09-51.97-0.66-29.70-16.38
22Q3 (12)1280.00.03.13-1.576.461.80-12.2-36.179.4049.68-1.1618.89-0.58-1.4133.48-10.89-20.6118.45-12.85-33.9721.36-1.397.723.48-13.43-34.954.0-1.726.127.46-4.45-4.6221.36-1.397.722.490.51-12.48
22Q2 (11)1280.00.03.182.58-6.192.05-12.77-42.96.28102.58-4.4119.05.56-3.0637.57-4.35-16.9521.17-10.33-33.6821.66-2.34-3.34.02-5.41-35.784.072.52-6.4428.74-0.73-6.2321.66-2.34-3.31.036.65-12.04
22Q1 (10)1280.00.03.1010.71-2.522.35-11.32-21.43.10-74.82-2.5218.0-3.492.3339.28-4.2-11.3923.611.07-21.3322.1813.57-4.234.25-2.52-19.513.9710.89-2.4628.9518.7-7.7422.1813.57-4.23-3.082.98-8.68
21Q4 (9)1280.00.02.80-4.76-16.172.65-6.03-21.3612.3129.4413.8818.65-2.669.3241.00-2.77-14.4823.36-16.39-26.6619.53-1.51-22.164.36-18.5-19.713.58-5.04-16.3624.39-15.28-22.9619.53-1.51-22.16-2.45-9.02-13.74
21Q3 (8)1280.00.02.94-13.27-10.092.82-21.45-11.69.5144.7527.3119.16-2.2418.2742.17-6.79-12.5527.94-12.47-21.8719.83-11.47-23.355.35-14.54-7.63.77-13.33-10.0228.79-6.07-20.9719.83-11.47-23.354.59-3.33-0.69
21Q2 (7)1280.00.03.396.628.413.5920.0732.476.57106.656.4319.611.4330.7545.242.05-1.9131.926.36-0.0622.40-3.28-0.316.2618.5630.694.356.8828.730.65-2.33-2.1422.40-3.28-0.317.270.904.40
21Q1 (6)1280.00.03.18-4.79103.852.99-11.28119.853.18-70.58103.8517.593.1160.4944.33-7.5314.4630.01-5.7835.9823.16-7.6928.955.28-2.76118.184.07-4.91103.531.38-0.8828.4523.16-7.6928.954.21-1.32-2.82
20Q4 (5)1280.00.03.342.1448.443.375.6444.6410.8144.7124.1117.065.3112.0947.94-0.5814.8831.85-10.9322.2225.09-3.0233.395.43-6.2236.784.282.1548.6131.66-13.0924.525.09-3.0233.39--0.00
20Q3 (4)1280.00.03.2723.860.03.1917.710.07.4777.860.016.28.070.048.224.550.035.7611.960.025.8715.130.05.7920.880.04.1923.960.036.4316.320.025.8715.130.0--0.00
20Q2 (3)1280.00.02.6469.230.02.7199.260.04.20169.230.014.9936.770.046.1219.080.031.9444.720.022.4725.110.04.7997.930.03.3869.00.031.3228.20.022.4725.110.0--0.00
20Q1 (2)1280.00.01.56-30.670.01.36-41.630.01.56-82.090.010.96-27.990.038.73-7.190.022.07-15.310.017.96-4.520.02.42-39.040.02.0-30.560.024.43-3.930.017.96-4.520.0--0.00
19Q4 (1)1280.00.02.250.00.02.330.00.08.710.00.015.220.00.041.730.00.026.060.00.018.810.00.03.970.00.02.880.00.025.430.00.018.810.00.0--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)
2024/116.485.694.467.494.2319.27N/A-
2024/106.13-7.8410.4561.014.2119.3N/A-
2024/96.662.2617.554.883.5619.770.77-
2024/86.51-1.437.4648.221.8919.630.78-
2024/76.61.3211.6641.711.0719.590.78-
2024/66.520.767.335.11-0.6919.50.75-
2024/56.47-0.675.6228.59-2.3518.610.79-
2024/46.5115.559.0922.12-4.4616.390.9-
2024/35.6332.9-9.8915.61-9.1615.610.86-
2024/24.24-26.1-23.99.98-8.7515.990.84-
2024/15.74-4.646.985.746.9817.960.75-
2023/126.02-3.1-3.5170.77-5.1717.780.7-
2023/116.2111.82-0.4264.75-5.3217.430.71-
2023/105.55-1.96-11.7158.54-5.8117.270.72-
2023/95.66-6.46-12.052.99-5.1417.630.73-
2023/86.062.41-6.1547.32-4.2518.040.71-
2023/75.91-2.63-1.2141.27-3.9618.110.71-
2023/66.07-0.81-6.4535.35-4.4118.170.73-
2023/56.122.58-0.7329.28-3.9818.350.73-
2023/45.97-4.55-6.1723.16-4.817.790.75-
2023/36.2512.249.917.19-4.3117.190.89-
2023/25.573.881.7710.93-10.9117.170.89-
2023/15.36-14.0-21.125.36-21.1217.840.86-
2022/126.240.0-4.4174.63-0.4918.760.89-
2022/116.24-0.84-0.4768.39-0.1118.960.88-
2022/106.29-2.297.3262.15-0.0819.180.87-
2022/96.44-0.24-0.3655.86-0.8518.881.01-
2022/86.457.83.9849.43-0.9118.931.01-
2022/75.99-7.79-7.6542.97-1.6118.651.02-
2022/66.495.24-1.2936.99-0.5519.021.09-
2022/56.17-3.02-8.5230.49-0.418.221.13-
2022/46.3611.81.1124.331.8917.531.18-
2022/35.693.93-5.8617.962.1717.961.14-
2022/25.47-19.4815.3212.276.3818.81.08-
2022/16.84.20.136.80.1319.591.04-
2021/126.524.118.7675.026.718.651.04-
2021/116.276.9311.0468.4728.7318.591.05-
2021/105.86-9.298.2962.230.8318.531.05-
2021/96.464.118.0556.3433.7219.150.94-
2021/86.21-4.2616.6849.8836.0619.270.93-
2021/76.48-1.4519.743.6839.3519.80.91-
2021/66.58-2.4640.4737.1943.4519.610.81-
2021/56.747.1829.230.6244.1119.080.83-
2021/46.294.0924.0823.8748.9717.080.92-
2021/36.0427.3342.5117.5860.4817.580.76差異主係去年受疫情影響,整體經濟受到衝擊,而本年度因疫情趨緩,客戶積極下單備貨,以致營收較去年同期上升。
2021/24.75-30.09104.6411.5471.8417.540.76差異主係去年受疫情影響,整體經濟受到衝擊,而本年度因疫情趨緩,客戶積極下單備貨,以致營收較去年同期上升。
2021/16.7913.1854.536.7954.5318.430.73差異主係去年1月適逢年節假期,2期營運天數差異造成營收變動比例較大。
2020/126.06.317.6559.191.8217.050.74-
2020/115.644.288.1553.190.316.530.77-
2020/105.41-1.1110.6247.55-0.5516.20.78-
2020/95.472.8912.6242.13-1.8216.210.64-
2020/85.32-1.776.2836.66-3.6615.420.68-
2020/75.4215.6413.8531.34-5.1715.320.68-
2020/64.68-10.28-4.425.93-8.3714.970.64-
2020/55.222.932.9221.24-9.214.530.66-
2020/45.0719.5417.9416.03-12.5611.630.82-
2020/34.2482.84-15.2710.95-21.910.950.74-
2020/22.32-47.21-38.86.71-25.5911.810.69-
2020/14.39-13.82-16.014.39-16.010.0N/A-
2019/125.1-2.283.2458.13-3.320.0N/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)1280.010.17-4.69.2020.5870.77-5.1738.779.8622.5019.9418.53-0.4815.9213.7117.23-4.1213.08-4.8
2022 (9)1280.010.66-12.987.63-36.6874.63-0.4935.29-18.2918.76-33.7818.62-12.2114.0-34.1217.97-16.7713.74-12.87
2021 (8)1280.012.2513.6412.0513.3675.026.6943.19-5.828.33-8.9921.21-9.0521.2515.321.5915.6415.7713.86
2020 (7)1280.010.7824.3410.6329.4859.21.8245.8513.9131.1324.9223.3221.5818.4327.1918.6723.3213.8524.1
2019 (6)1280.08.6713.638.2122.3558.14-3.4240.258.1124.928.319.1816.8114.494.6215.140.3311.1613.53
2018 (5)1280.07.63-9.496.712.660.23.3137.235.7123.018.2316.42-11.4313.8511.7815.091.489.83-9.4
2017 (4)1280.08.4320.66.5423.8658.277.7535.2213.4721.2615.6118.5412.3612.3924.6514.8721.9910.8520.42
2016 (3)1280.796.9930.655.2820.054.085.7131.049.2618.399.9916.5023.239.9416.1212.1924.269.0130.96
2015 (2)1270.05.3511.464.4012.8251.1612.2928.414.9516.726.713.39-4.018.5619.899.8117.636.8811.15
2014 (1)1270.04.8021.523.908.3345.566.727.07015.67013.9507.148.848.3418.476.1921.61

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