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)1191.711.710.17-48.48-59.520.4532.3532.350.9422.08-46.2949.695.01-2.714.56-0.554.221.189.2613.460.41-49.38-57.730.5813.739.430.2-47.37-60.00.51-50.0-57.850.41-49.38-57.733.16-36.74-0.49
24Q2 (19)1170.00.00.33-25.0-21.430.34-33.33-20.930.7775.0-41.6747.321.31-7.2314.64-4.135.251.08-31.65-21.170.81-26.36-16.490.51-31.08-27.140.38-26.92-22.451.02-26.09-23.880.81-26.36-16.490.08-28.12-30.75
24Q1 (18)1170.00.00.44-31.25-51.110.51-28.17-43.960.44-81.59-51.1146.71-1.16-7.5215.27-7.51-0.781.58-25.47-39.921.10-29.94-47.370.74-26.0-44.360.52-29.73-50.941.38-28.13-46.721.10-29.94-47.37-4.3110.5740.32
23Q4 (17)1170.0-15.220.6452.38-28.090.71108.82-34.262.3936.57-44.2947.26-7.46-7.716.5118.181.732.12103.85-32.481.5761.86-34.851.088.68-37.890.7448.0-39.841.9258.68-36.421.5761.86-34.85-3.6726.1943.94
23Q3 (16)1170.00.00.420.0-59.620.34-20.93-66.341.7532.58-45.8251.070.12-6.7913.970.43-6.741.04-24.09-60.90.970.0-56.310.53-24.29-63.70.52.04-58.681.21-9.7-54.850.970.0-56.310.55-26.66-36.84
23Q2 (15)1170.0-24.030.42-53.33-63.790.43-52.75-70.951.3246.67-39.4551.010.99-14.1513.91-9.62-8.181.37-47.91-63.070.97-53.59-67.560.7-47.37-68.180.49-53.77-72.471.34-48.26-64.170.97-53.59-67.56-0.18-26.11-34.24
23Q1 (14)117-15.22-29.520.901.12-12.620.91-15.74-35.460.90-79.02-12.6250.51-1.35-12.1615.39-5.18-0.972.63-16.24-26.942.09-13.28-29.631.33-17.39-35.751.06-13.82-38.012.59-14.24-28.852.09-13.28-29.63-3.95-6.65-4.41
22Q4 (13)13817.95-16.870.89-14.42-24.581.086.93-30.774.2932.829.1651.2-6.55-12.6316.238.34-1.343.1418.05-21.32.418.56-28.271.6110.27-31.21.231.65-37.563.0212.69-27.752.418.56-28.27-7.17-12.38-12.42
22Q3 (12)117-24.03-29.521.04-10.3444.441.01-31.76-5.613.2348.1717.8854.79-7.79-1.9914.98-1.12-3.672.66-28.3-5.672.22-25.753.261.46-33.64-7.591.21-32.020.832.68-28.34-0.372.22-25.753.26-2.231.14-13.40
22Q2 (11)154-7.23-7.231.1612.6213.731.484.964.232.18111.657.9259.423.34-1.1815.15-2.510.333.713.066.922.990.675.652.26.285.261.784.094.713.742.757.472.990.675.650.73-0.05-2.33
22Q1 (10)1660.00.01.03-12.713.01.41-9.62-2.761.03-73.793.057.5-1.889.6115.54-5.53-6.163.60-9.77-11.112.97-11.61-6.62.07-11.54-2.361.71-13.22.43.64-12.92-7.852.97-11.61-6.61.4825.5918.09
21Q4 (9)1660.00.01.1863.8996.671.5645.7981.43.9343.43112.4358.64.8317.3416.455.791.733.9941.4956.473.3656.2868.02.3448.182.811.9764.1797.04.1855.3966.533.3656.2868.0-1.1017.2410.57
21Q3 (8)1660.00.00.72-29.4144.01.07-24.6537.182.7435.64119.255.9-7.033.9415.552.987.912.82-18.7354.952.15-24.0338.711.58-24.461.221.2-29.4144.582.69-22.765.032.15-24.0338.713.79-13.71-13.36
21Q2 (7)1660.00.01.022.0466.671.42-2.07317.652.02102.0169.3360.1314.6229.2815.10-8.82-1.563.47-14.32131.332.83-11.01349.212.09-1.42198.571.71.8486.213.48-11.9176.192.83-11.01349.219.8334.3433.27
21Q1 (6)1660.00.01.0066.6772.411.4568.664.771.00-45.9572.4152.465.0516.0416.562.41-0.364.0558.8242.113.1859.050.02.1265.6264.341.6767.073.963.9557.3748.53.1859.050.0-1.0443.3439.43
20Q4 (5)1660.00.00.6020.0100.00.8610.2665.381.8548.045.6749.94-7.1417.0416.1712.21-5.442.5540.1138.592.0029.0369.491.2830.6162.031.020.48100.02.5153.9959.872.0029.0369.49--0.00
20Q3 (4)1660.00.00.50177.780.00.78129.410.01.2566.670.053.7815.630.014.41-6.060.01.8221.330.01.55146.030.00.9840.00.00.83186.210.01.6329.370.01.55146.030.0--0.00
20Q2 (3)1660.00.00.18-68.970.00.34-61.360.00.7529.310.046.512.880.015.34-7.70.01.50-47.370.00.63-70.280.00.7-45.740.00.29-69.790.01.26-52.630.00.63-70.280.0--0.00
20Q1 (2)1660.00.00.5893.330.00.8869.230.00.58-54.330.045.215.950.016.62-2.810.02.8554.890.02.1279.660.01.2963.290.00.9692.00.02.6669.430.02.1279.660.0--0.00
19Q4 (1)1660.00.00.300.00.00.520.00.01.270.00.042.670.00.017.100.00.01.840.00.01.180.00.00.790.00.00.50.00.01.570.00.01.180.00.0--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)
2024/1115.32-2.140.24174.68-4.9647.15N/A-
2024/1015.65-3.24-1.81159.37-5.4347.86N/A-
2024/916.180.94-0.78143.71-5.8149.690.48-
2024/816.03-8.33-2.1127.54-6.4149.140.49-
2024/717.4811.85-4.96111.51-7.048.260.5-
2024/615.633.19-6.6194.03-7.3747.320.6-
2024/515.15-8.45-11.7878.4-7.5246.030.61-
2024/416.5515.37-3.2463.25-6.4446.470.61-
2024/314.34-8.01-2.9246.71-7.5346.710.62-
2024/215.59-7.071.9732.37-9.4348.40.59-
2024/116.784.6-17.9616.78-17.9648.090.6-
2023/1216.044.95-10.26199.85-10.3447.260.52-
2023/1115.28-4.14-7.91183.81-10.3547.530.51-
2023/1015.94-2.22-4.73168.53-10.5648.620.5-
2023/916.3-0.39-5.72152.59-11.1351.070.46-
2023/816.37-11.01-6.89136.28-11.7451.50.46-
2023/718.49.91-7.61119.91-12.3652.30.45-
2023/616.74-2.51-7.67101.52-13.1751.010.54-
2023/517.170.4-15.1284.78-14.1849.040.56-
2023/417.115.76-18.8167.61-13.9447.160.58-
2023/314.77-3.36-13.7450.51-12.1550.510.63-
2023/215.29-25.25-8.4735.74-11.4853.610.59-
2023/120.4514.42-13.6120.45-13.6154.920.58-
2022/1217.877.70.61222.91-1.8451.20.53-
2022/1116.59-0.83-16.62205.04-2.0550.620.53-
2022/1016.73-3.24-20.07188.45-0.5251.610.52-
2022/917.3-1.620.74171.711.954.790.46-
2022/817.58-11.72.88154.422.0355.620.45-
2022/719.919.84-8.01136.831.9358.270.43-
2022/618.13-10.38-11.27116.923.8459.420.5-
2022/520.23-3.96-11.0898.797.1958.420.51-
2022/421.0622.9924.2878.5613.1854.890.55-
2022/317.132.5412.6257.59.657.50.49-
2022/216.7-29.442.5840.378.3658.140.48-
2022/123.6733.2612.8523.6712.8561.340.46-
2021/1217.76-10.74-1.71227.116.258.60.43-
2021/1119.9-4.9312.01209.3418.0358.010.43-
2021/1020.9421.9548.48189.4418.755.190.45-
2021/917.170.4518.36168.515.8155.90.4-
2021/817.09-21.06-6.62151.3315.5359.170.38-
2021/721.655.953.23134.2419.1364.830.34-
2021/620.43-10.1928.11112.5922.7760.130.41-
2021/522.7534.2440.8892.1621.6454.910.45-
2021/416.9511.4517.6269.4116.4348.430.51-
2021/315.21-6.5914.1152.4616.0552.460.53-
2021/216.28-22.3818.3137.2616.8655.330.5-
2021/120.9816.0615.7620.9815.7656.820.49-
2020/1218.071.7132.96195.433.349.940.46-
2020/1117.7726.0113.17177.351.0146.370.49-
2020/1014.1-2.785.39159.59-0.1846.90.49-
2020/914.5-20.74-11.19145.49-0.6953.780.4-
2020/818.3-12.7218.2130.980.6255.220.39-
2020/720.9731.489.55112.68-1.7453.070.4-
2020/615.95-1.245.8891.71-4.0146.510.51-
2020/516.1512.084.7475.76-5.8643.880.54-
2020/414.418.12-11.0559.61-8.3741.490.57-
2020/313.33-3.16-5.5545.21-7.4945.210.5-
2020/213.76-24.05-3.2431.88-8.2745.470.5-
2020/118.1233.3-11.7518.12-11.750.0N/A-
2019/1213.59-13.41-10.38189.17-8.030.0N/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)117-15.222.38-44.262.39-52.01199.85-10.3414.91-3.561.79-45.591.39-47.743.57-51.33.52-51.982.79-52.95
2022 (9)138-16.874.279.214.98-9.45222.91-1.8515.46-2.773.29-8.12.66-7.647.33-9.847.33-9.735.93-9.33
2021 (8)1660.03.91111.355.5092.31227.116.2115.901.993.5864.982.8882.288.1391.758.12107.146.54112.34
2020 (7)1660.01.8545.672.868.75195.433.3115.59-1.892.1714.211.5841.074.2417.783.9251.353.0845.28
2019 (6)1660.01.27-5.222.637.35189.17-8.0415.896.151.9031.031.123.73.620.42.5912.122.12-4.93
2018 (5)1660.01.34-17.792.45-41.39205.7-0.9114.97-1.251.45-42.461.08-17.562.99-42.832.31-21.962.23-18.01
2017 (4)1660.01.63-43.214.18-15.04207.59-6.3515.16-3.682.52-20.51.31-37.625.23-25.52.96-50.252.72-43.1
2016 (3)166-0.62.8760.344.9220.59221.67-3.5415.742.273.1742.152.1087.57.0237.115.9581.964.7859.33
2015 (2)1670.01.79171.214.08329.47229.8-1.7315.39-2.592.235.191.1205.123.023.27-33.813.0170.27
2014 (1)1670.00.66-78.710.95-79.3233.84-8.9715.8002.120-0.1804.97-22.344.94-19.671.11-78.69

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