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)164-1.2-1.2-0.330-10.0-0.33-400.00.0-0.75-78.57-4.178.08-7.8713.177.24-43.13263.82-4.29-270.9259.06-6.72-13540.04.41-0.35-259.0953.33-0.540-8.0-4.26-1006.3857.1-6.72-13540.04.4117.6050.00-134.28
24Q2 (19)1660.00.00.00100.0100.00.11131.43136.67-0.420.0-2.448.7743.0755.7712.73387.741718.572.51124.42118.110.05100.44100.930.22134.92128.210100.0100.00.47103.81104.590.05100.44100.9312.4636.3728.22
24Q1 (18)1660.00.0-0.42-27.27-82.61-0.35-75.0-105.88-0.4260.0-82.616.13-18.168.692.61-45.62-32.21-10.28-28.18-6.86-11.45-57.71-67.64-0.63-5.0-16.67-0.7-29.63-79.49-12.34-14.68-6.01-11.45-57.71-67.64-6.63-18.63-17.80
23Q4 (17)1660.00.0-0.33-10.015.38-0.2039.390.0-1.05-45.83-69.357.494.914.74.80141.21196.3-8.0223.4732.66-7.26-3.2727.4-0.620.023.08-0.54-8.016.92-10.76-8.3636.29-7.26-3.2727.415.86-38.3414.70
23Q3 (16)1660.00.0-0.30-66.67-25.0-0.33-10.043.1-0.72-75.61-213.047.1426.8223.321.99184.29127.45-10.4824.3950.66-7.03-30.91-0.43-0.753.8539.02-0.5-66.67-21.95-9.933.0316.62-7.03-30.91-0.4313.32-22.47-43.23
23Q2 (15)1660.00.0-0.1821.74-800.0-0.30-76.47-15.38-0.41-78.26-2150.05.63-0.18-30.490.70-81.82-86.17-13.86-44.07-135.71-5.3721.38-1351.35-0.78-44.44-62.5-0.323.08-900.0-10.2412.03-866.04-5.3721.38-1351.35-6.9131.38-30.73
23Q1 (14)1660.00.0-0.2341.03-866.67-0.1715.0-666.67-0.2362.9-866.675.64-13.63-32.943.85137.65-64.71-9.6219.23-1007.55-6.8331.7-1104.41-0.5430.77-700.0-0.3940.0-750.0-11.6431.08-1078.15-6.8331.7-1104.41-0.43-10.7340.26
22Q4 (13)1660.00.0-0.39-62.5-305.26-0.2065.52-157.14-0.62-169.57-142.186.5312.78-38.741.62122.34-89.3-11.9143.93-308.95-10.00-42.86-447.22-0.7836.59-227.87-0.65-58.54-309.68-16.89-41.81-634.49-10.00-42.86-447.22-7.87-581.25-28.78
22Q3 (12)1660.00.0-0.24-1100.0-161.54-0.58-123.08-252.63-0.23-1250.0-117.975.79-28.52-44.8-7.25-243.28-136.73-21.24-261.22-310.09-7.00-1791.89-212.36-1.23-156.25-216.04-0.41-1266.67-163.08-11.91-1023.58-215.86-7.00-1791.89-212.36-16.11-633.34-544.88
22Q2 (11)1660.00.0-0.02-166.67-103.7-0.26-966.67-135.140.02-33.33-97.758.1-3.69-36.075.06-53.62-78.87-5.88-654.72-138.06-0.37-154.41-105.21-0.48-633.33-124.49-0.03-150.0-103.33-1.06-189.08-108.22-0.37-154.41-105.21-12.40-125.44-529.05
22Q1 (10)1660.00.00.03-84.21-91.180.03-91.43-91.890.03-97.96-91.188.41-21.11-9.8610.91-27.94-42.731.06-81.4-87.820.68-76.39-88.910.09-85.25-88.890.06-80.65-89.471.19-62.34-85.780.68-76.39-88.91-9.74-67.75-49.66
21Q4 (9)1660.0-1.190.19-51.28111.110.35-7.896.061.4714.84688.010.661.62-3.015.14-23.311.415.70-43.6213.12.88-53.77107.190.61-42.4510.910.31-52.31106.673.16-69.26106.542.88-53.77107.19-7.79-39.53-28.27
21Q3 (8)1660.0-1.780.39-27.78457.140.38-48.6558.331.2843.82476.4710.49-17.214.1719.74-17.5833.7410.11-34.5684.156.23-12.25451.331.06-45.9292.730.65-27.78490.9110.28-20.25300.06.23-12.25451.339.2915.5225.68
21Q2 (7)1660.00.610.5458.82315.380.74100.0311.110.89161.76317.0712.6735.847.3323.9525.7262.5915.4577.59195.987.1015.82184.01.96141.98335.560.957.89309.0912.8954.0203.297.1015.82184.010.35168.3056.06
21Q1 (6)166-1.19-1.780.34277.78162.960.3712.12177.080.34236.0162.969.33-15.190.819.0540.18293.018.7072.62134.916.13341.01133.080.8147.27166.390.57280.0162.648.37447.06130.326.13341.01133.08-2.98153.1724.81
20Q4 (5)168-0.59-0.590.0928.57111.110.3337.5144.59-0.2526.4777.8810.999.1421.9813.59-7.9364.135.04-8.2393.021.3923.01109.150.550.0466.670.1536.36110.951.53-40.47143.11.3923.01109.15--0.00
20Q3 (4)1692.420.00.07-46.150.00.2433.330.0-0.3417.070.010.0717.090.014.760.20.05.495.170.01.13-54.80.00.5522.220.00.11-50.00.02.57-39.530.01.13-54.80.0--0.00
20Q2 (3)165-2.370.00.13124.070.00.18137.50.0-0.4124.070.08.675.870.014.73249.240.05.22120.950.02.50113.490.00.45136.890.00.22124.180.04.25115.390.02.50113.490.0--0.00
20Q1 (2)1690.00.0-0.5433.330.0-0.4835.140.0-0.5452.210.04.89-45.730.0-9.87-219.20.0-24.92-1348.840.0-18.53-21.990.0-1.22-713.330.0-0.9133.580.0-27.61-677.750.0-18.53-21.990.0--0.00
19Q4 (1)1690.00.0-0.810.00.0-0.740.00.0-1.130.00.09.010.00.08.280.00.0-1.720.00.0-15.190.00.0-0.150.00.0-1.370.00.0-3.550.00.0-15.190.00.0--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)
2024/102.48-4.0216.0525.4623.917.78N/A-
2024/92.58-5.338.7722.9824.828.081.44-
2024/82.72-1.716.8720.427.198.371.39-
2024/72.77-3.3324.7617.6831.038.871.31-
2024/62.87-11.3357.6114.932.278.771.15係因國際銅價上漲之影響,以致營收大幅增加。
2024/53.2321.1264.0812.0427.398.411.2係因國際銅價上漲之影響,以致營收大幅增加。
2024/42.676.6345.338.817.716.341.59-
2024/32.5113.96-1.556.138.716.131.68-
2024/21.17-52.34-36.783.6317.156.471.59-
2024/12.46-13.7497.462.4697.467.821.32係因2023年1月春節年假上班天數減少之影響,以致今年同期營收大幅增加。
2023/122.8513.2625.6925.9-10.117.491.39-
2023/112.5117.848.3423.06-13.167.021.48-
2023/102.13-10.049.7120.54-15.227.051.48-
2023/92.37-6.9924.1318.41-17.47.141.26-
2023/82.5514.7438.1816.04-21.296.591.37-
2023/72.2222.129.4113.49-27.226.011.5-
2023/61.82-7.69-26.3511.27-31.725.631.21-
2023/51.977.28-28.279.45-32.676.351.08-
2023/41.84-27.76-36.157.48-33.746.231.1-
2023/32.5437.37-28.995.64-32.925.641.38-
2023/21.8548.86-12.413.1-35.835.361.46-
2023/11.24-45.09-54.11.24-54.15.831.34係因市場景氣不佳及春節年假上班天數減少之影響,以致營收大幅減少。
2022/122.27-2.37-44.6328.82-33.216.531.29-
2022/112.3219.33-31.2926.55-32.016.171.37-
2022/101.941.77-39.1424.23-32.085.71.48-
2022/91.913.53-38.5322.29-31.385.791.67-
2022/81.85-9.14-47.3620.38-30.636.351.52-
2022/72.03-17.8-47.5818.53-28.367.251.33-
2022/62.47-10.1-39.5416.5-24.978.11.46-
2022/52.75-4.49-36.714.03-21.659.211.29-
2022/42.88-19.65-32.1411.28-16.848.571.38-
2022/33.5869.43-0.728.41-9.888.341.55-
2022/22.11-20.0319.644.82-15.668.921.45-
2022/12.64-36.41-33.122.64-33.1210.181.27-
2021/124.1623.122.8243.2225.110.731.14-
2021/113.385.71-3.8539.0628.069.681.27-
2021/103.192.78-6.8435.6832.219.811.25-
2021/93.11-11.33-13.2532.4937.910.491.24-
2021/83.51-9.523.5229.3847.0811.471.13-
2021/73.87-5.1825.1325.8755.9712.31.06係因2020年受新冠疫情之影響,營收大幅減少。
2021/64.09-5.8851.3622.063.0412.670.97係因2020年受新冠疫情之影響,營收大幅減少。
2021/54.342.3751.717.9165.9712.191.01係因2020年受新冠疫情之影響,營收大幅減少。
2021/44.2417.5439.5513.5771.119.621.28係因2020年受新冠疫情之影響,營收大幅減少。
2021/33.61104.2146.359.3390.739.331.14係因2020年受新冠疫情之影響,營收大幅減少。
2021/21.77-55.356.365.72135.839.761.09係因2020年受新冠疫情之影響,營收大幅減少。
2021/13.95-2.23205.143.95205.1411.510.92110年1月營收較109年1月營收增加205.15%,主要係因109年春節假期在1月所造成之影響.
2020/124.0415.1225.8334.540.3310.990.79-
2020/113.512.4216.6330.5-2.2910.530.82-
2020/103.43-4.2823.0726.99-4.3110.40.83-
2020/93.585.8229.7223.56-7.3110.070.73-
2020/83.399.3520.1219.97-11.839.180.8-
2020/73.114.686.0716.59-16.378.660.85-
2020/62.7-5.660.8213.49-20.248.60.82-
2020/52.86-5.83-10.2310.79-24.218.370.84-
2020/43.0423.27-7.137.93-28.246.631.06-
2020/32.47118.18-27.614.89-37.124.891.62-
2020/21.13-12.77-24.362.43-44.525.641.4-
2020/11.3-59.68-54.991.3-54.997.521.05109年1月營收較108年1月營收減少54.99%,係因109年春節假期在1月所造成之影響.
2019/123.216.7-4.2634.43-12.850.0N/A-
2019/113.018.07-9.531.22-13.650.0N/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)1660.0-1.050-1.01025.9-10.132.93-16.76-10.310-6.700-2.670-2.750-1.730
2022 (9)1660.0-0.620-1.01028.82-33.213.52-82.12-8.310-3.580-2.390-1.780-1.030
2021 (8)166-1.191.4601.85537.9343.1524.9319.6980.8110.29960.825.6304.441205.883.8302.430
2020 (7)168-0.59-0.2500.29034.540.3210.8923.190.970-1.2300.340-0.560-0.420
2019 (6)1690.0-1.130-0.94034.43-12.868.8425.57-1.520-5.560-0.520-0.90-1.920
2018 (5)1690.0-0.530-0.46039.512.287.04-36.17-2.530-2.260-1.00-1.130-0.890
2017 (4)1690.0-0.0100.25-16.6738.636.1311.03-18.181.21-53.1-0.0200.47-50.00.05-94.38-0.010
2016 (3)169-1.170.2700.30036.4-2.3613.4846.682.5801.2400.9400.8900.450
2015 (2)171-0.58-0.240-0.30037.28-5.59.19-31.21-1.000-1.110-0.370-0.290-0.410
2014 (1)1720.00.51466.670.5778.1239.45-1.9113.3603.6802.2201.45137.71.4508.70.87480.0

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