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)1221-0.16-0.162.0330.1361.111.979.4453.914.7075.3734.6770.3963.47-18.0935.90-0.390.7625.12-5.215.4136.72-20.1698.1717.6854.95-13.6724.7830.2261.0126.0732.6710.736.72-20.1698.177.9534.7137.29
24Q2 (19)12230.00.01.5639.2923.811.8065.1442.862.68139.2919.6443.06-47.58-47.2836.048.528.9526.5023.7224.3545.99168.48135.7311.41-35.13-34.4319.0339.1123.3319.65-10.4-8.2245.99168.48135.73-25.4613.3930.80
24Q1 (18)12230.00.01.12-12.515.461.09-3.546.861.12-76.5715.4682.15-3.355.8133.21-0.61.5621.42-6.131.6617.13-9.468.7617.59-9.287.5213.68-12.7614.9621.93-12.497.7117.13-9.468.76-2.22-5.46-7.63
23Q4 (17)12230.00.01.281.594.071.13-11.72-11.024.7836.96-14.4985.0-1.09-3.9533.41-6.23-2.4522.82-4.24-0.3918.922.19.1719.39-5.32-4.3415.681.884.2625.066.4111.7818.922.19.172.070.80-5.07
23Q3 (16)12230.00.01.260.03.281.281.59-5.193.4955.8-19.9585.945.23-4.7235.637.713.3423.8311.830.6318.53-5.029.3220.4817.7-4.1215.39-0.262.8123.5510.07.2918.53-5.029.325.2114.9512.56
23Q2 (15)12230.00.01.2629.9-23.641.2623.53-26.742.24130.93-28.6681.675.19-17.7433.081.16-11.6221.311.14-21.819.5123.87-6.1617.46.36-35.715.4329.66-23.3921.415.16-18.9919.5123.87-6.16-3.544.381.92
23Q1 (14)12230.00.00.97-21.14-34.91.02-19.69-28.670.97-82.65-34.977.64-12.27-13.5832.70-4.53-8.6321.07-8.03-17.5315.75-9.12-23.7316.36-19.29-28.7511.9-20.88-34.6920.36-9.19-23.0815.75-9.12-23.73-7.07-10.16-12.81
22Q4 (13)12230.00.01.230.82-8.211.27-5.930.795.5928.2132.1588.5-1.88-7.1734.25-0.674.6822.91-3.252.5117.332.24-1.8120.27-5.1-4.8415.040.47-8.422.422.14-4.1517.332.24-1.81-5.52-12.62-13.72
22Q3 (12)12230.00.01.22-26.06-1.611.35-21.514.654.3638.8550.8790.2-9.150.2634.48-7.884.223.68-13.14.1316.95-18.47-0.9921.36-21.064.414.97-25.67-1.6421.95-16.95-0.9916.95-18.47-0.990.68-7.66-0.62
22Q2 (11)12230.00.01.6510.74132.391.7220.28160.613.14110.7491.4699.2810.5130.6837.434.5839.6127.256.6595.0620.790.6882.5327.0617.86155.0420.1410.54132.8326.43-0.1578.2220.790.6882.532.3710.9616.89
22Q1 (10)12230.00.01.4911.1958.511.4313.4972.291.49-64.7858.5189.84-5.7717.7335.799.3823.1225.5514.3242.520.6517.037.4822.967.7967.7118.2210.9658.9926.4713.1734.320.6517.037.480.109.625.58
21Q4 (9)12230.00.01.348.06135.091.26-2.33110.04.2346.3742.4295.345.9737.4432.72-1.1243.6322.35-1.72119.5517.653.176.521.34.11201.716.427.88136.9423.395.5142.3817.653.176.512.2041.3646.56
21Q3 (8)12230.00.01.2474.6556.961.2995.4586.962.8976.2219.9289.9718.4322.1933.0923.4222.4222.7462.7846.9917.1250.3130.9920.4692.8479.6315.2275.9558.2122.1749.4930.0317.1250.3130.998.9925.0937.48
21Q2 (7)12230.00.00.71-24.47-20.220.66-20.48-31.251.6474.471.2375.97-0.45-0.8126.81-7.77-12.6413.97-22.09-30.3911.39-24.17-19.7310.61-22.5-30.978.65-24.52-20.4214.83-24.76-21.8711.39-24.17-19.734.7820.228.92
21Q1 (6)12230.00.00.9464.9128.770.8338.331.220.94-68.3528.7776.3110.09.029.0727.610.1417.9376.13-1.0515.0250.217.5313.6993.917.9711.4665.3728.1919.71104.2518.3815.0250.217.532.1018.5312.64
20Q4 (5)12230.00.00.57-27.85-31.330.60-13.04-32.582.9723.2419.2869.37-5.79-2.9422.78-15.72-25.9410.18-34.2-47.8210.00-23.49-29.337.06-38.02-49.356.93-27.96-31.529.65-43.4-47.8410.00-23.49-29.33--0.00
20Q3 (4)12230.00.00.79-11.240.00.69-28.130.02.4148.770.073.63-3.860.027.03-11.930.015.47-22.920.013.07-7.890.011.39-25.890.09.62-11.50.017.05-10.170.013.07-7.890.0--0.00
20Q2 (3)12230.00.00.8921.920.00.9617.070.01.62121.920.076.599.40.030.695.720.020.0710.760.014.1911.030.015.3721.210.010.8721.590.018.9813.990.014.1911.030.0--0.00
20Q1 (2)12230.00.00.73-12.050.00.82-7.870.00.73-70.680.070.01-2.040.029.03-5.620.018.12-7.120.012.78-9.680.012.68-9.040.08.94-11.660.016.65-10.00.012.78-9.680.0--0.00
19Q4 (1)12230.00.00.830.00.00.890.00.02.490.00.071.470.00.030.760.00.019.510.00.014.150.00.013.940.00.010.120.00.018.500.00.014.150.00.0--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)
2024/1024.112.8810.17219.710.7671.05N/A以上營收不含停業部門營收:113年10月907,732仟元暨112年10月690,478仟元;113年1~10月8,212,520仟元,暨112年1~10月7,569,976仟元
2024/923.43-0.3411.8195.5910.8470.390.12以上營收不含停業部門營收:113年9月868,195仟元暨112年9月763,213仟元;113年1~9月7,304,788仟元,暨112年1~9月6,879,498仟元。
2024/823.510.2712.37172.1610.7169.430.12以上營收不含停業部門營收:113年8月860,226仟元暨112年8月786,984仟元;113年1~8月6,436,593仟元,暨112年1~8月6,116,285仟元。
2024/723.454.3414.49148.6510.4568.090.13以上營收不含停業部門營收:113年7月846,692仟元暨112年7月807,857仟元;113年1~7月5,576,367仟元,暨112年1~7月5,329,301仟元。
2024/622.471.3311.23125.29.7265.430.14以上營收不含停業部門營收:113年6月803,541仟元暨112年6月779,727仟元;113年1~6月4,729,675仟元暨112年1~6月4,521,444仟元。
2024/522.176.6611.84102.739.471.930.13以上營收不含停業部門營收:113年5月869,247仟元暨112年5月772,823仟元;113年1~5月3,926,134仟元暨112年1~5月3,741,717仟元。
2024/420.79-28.2211.4280.568.7574.860.12以上營收不包含停業部門營收:113年4月819,342仟元暨112年4月746,605仟元;113年1~4月3,056,887仟元暨112年1~4月2,968,894仟元
2024/328.9615.347.1782.155.7982.150.13-
2024/225.11-10.540.5353.185.0680.960.14-
2024/128.071.079.4728.079.4784.290.13-
2023/1227.77-2.34-5.3330.25-10.2185.00.13-
2023/1128.44-1.18-1.16302.48-10.6385.810.13-
2023/1028.780.67-5.28274.04-11.5186.160.12-
2023/928.59-0.7-2.5245.25-12.1985.940.13-
2023/828.790.81-0.44216.67-13.3385.340.14-
2023/728.562.0-10.65187.87-15.0284.110.14-
2023/628.01.6-13.36159.32-15.7581.670.15-
2023/527.555.48-16.87131.32-16.2580.70.15-
2023/426.12-3.34-22.75103.77-16.0878.130.15-
2023/327.038.19-17.8277.64-13.5777.640.17-
2023/224.98-2.58-4.1550.62-11.1179.950.16-
2023/125.64-12.57-16.9925.64-16.9983.750.15-
2022/1229.331.91-10.34367.828.9588.50.15-
2022/1128.78-5.3-9.9338.4911.0288.490.15-
2022/1030.393.63-0.97309.7113.4788.630.15-
2022/929.321.4-2.1279.3215.390.20.16-
2022/828.92-9.52-5.01250.017.7593.20.16-
2022/731.96-1.098.08221.0821.5797.430.15-
2022/632.32-2.5163.33189.1224.1999.280.14本月營收較去年同期增加63%,主要係去年五月底因疫情之故停工48小時且採行降載生產等措施,致去年同期營收較預期減少所致。
2022/533.15-1.9715.85156.818.3499.850.14-
2022/433.822.8322.63123.6619.0392.760.15-
2022/332.8926.1923.3589.8417.7289.840.15-
2022/226.06-15.648.3556.9514.7189.660.15-
2022/130.89-5.5620.6830.8920.6895.550.14-
2021/1232.712.4138.06337.5916.5795.340.14-
2021/1131.944.0836.91304.8814.6692.580.15-
2021/1030.692.4537.32272.9412.5291.090.15-
2021/929.95-1.6125.34242.2510.089.970.15-
2021/830.452.9521.7212.38.1379.80.17-
2021/729.5749.4619.65181.856.1577.970.17-
2021/619.78-30.85-20.52152.283.8775.970.17-
2021/528.613.7510.71132.58.8682.850.16-
2021/427.583.436.68103.888.3778.290.17-
2021/326.6610.857.0476.318.9976.310.15-
2021/224.05-6.048.1449.6510.0673.340.15-
2021/125.68.0311.9425.611.9472.620.15-
2020/1223.691.56-1.24289.5913.3969.370.14-
2020/1123.334.39-1.85265.914.969.570.14-
2020/1022.35-6.48-5.73242.5716.8271.260.14-
2020/923.9-4.463.85220.2219.7373.630.13-
2020/825.021.223.99196.3322.074.620.13-
2020/724.71-0.725.85171.3125.1775.450.13-
2020/624.89-3.6718.23146.629.1476.590.14-
2020/525.84-0.0125.16121.731.6376.60.14-
2020/425.853.7834.5595.8633.4872.990.15-
2020/324.9111.9935.3670.0133.0970.010.18-
2020/222.24-2.7438.0745.1131.8769.10.19-
2020/122.87-4.6826.3622.8726.3670.630.18-
2019/1223.990.9223.29255.3922.690.0N/A-
2019/1123.770.2623.63231.422.630.0N/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)12230.04.74-13.664.68-18.75330.25-10.2133.74-5.0622.30-10.5118.22-4.073.64-19.6574.84-16.5358.4-14.58
2022 (9)12230.05.4931.345.7642.93367.828.9535.5415.9224.9227.3418.9822.4591.6538.7289.6630.868.3732.12
2021 (8)12230.04.1842.184.0331.27337.5916.5830.6611.6119.5721.8615.5023.4166.0742.0668.5550.8651.7542.29
2020 (7)12230.02.9419.033.0718.08289.5913.3927.470.016.061.3912.565.4646.5114.9845.4416.0736.3719.56
2019 (6)12230.082.4769.182.6049.43255.3922.727.476.615.8421.1911.9138.1740.4548.7139.1563.8130.4269.47
2018 (5)12222.861.46-21.931.74-23.01208.155.7325.77-12.2613.07-25.788.62-24.0527.2-21.5523.9-18.5717.95-19.65
2017 (4)11882.061.87-24.92.26-10.67196.87-1.9729.37-0.5417.61-4.4511.35-23.5734.67-6.3529.35-18.2522.34-25.06
2016 (3)1164-1.522.4930.372.5344.57200.8217.2429.535.518.4316.7914.8511.4937.0236.9635.926.0129.8130.63
2015 (2)1182-0.671.91-10.331.75-9.79171.295.2327.99-6.6715.78-12.3813.32-15.3227.03-7.8128.49-8.6622.82-10.82
2014 (1)11900.172.1341.061.9432.88162.7810.7829.99018.01015.73029.3228.2631.1934.4425.5940.91

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