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)1590.00.00.7328.07128.120.61221.056200.01.37114.061612.58.6421.0119.3430.1414.5158.2214.2399.58356.0912.8410.3176.621.23141.18434.781.1628.89127.4516.486.5358.3112.8410.3176.6243.72371.18175.37
24Q2 (19)1590.00.00.57714.29612.50.19129.69173.080.64814.29366.677.1466.4311.0426.3284.06101.077.13136.56219.8311.64107.491030.10.51160.71234.210.9650.0592.3115.47121.0506.6711.64107.491030.120.26330.480.56
24Q1 (18)1590.00.00.07-53.33121.88-0.64-128.574.480.07-70.83121.884.29-25.9111.7214.30-11.62793.75-19.50-66.5218.825.61168.42146.91-0.84-23.538.70.12-50.0124.07.003233.33177.265.61168.42146.91-22.97-53.22-1414.29
23Q4 (17)1590.0-14.050.15-53.12287.5-0.28-2700.0-7.690.24200.0-52.05.79-20.03-14.4816.18-15.0768.02-11.71-475.32-52.872.09-71.25163.53-0.68-395.65-30.770.24-52.94271.430.21-97.98105.932.09-71.25163.53-3.72123.44-1301.92
23Q3 (16)1590.0-18.040.32300.0-52.94-0.0196.15-111.110.08133.33-85.457.2412.6-5.2419.0545.5351.793.12152.44175.07.27605.83-58.070.23160.53171.880.51292.31-61.6510.41308.24-8.047.27605.83-58.0740.02212.5078.67
23Q2 (15)1590.0-19.70.08125.0188.89-0.2661.1931.58-0.2425.0-84.626.4367.45-39.9113.09718.12-17.57-5.9575.23-287.71.03108.61160.95-0.3858.7-211.760.13126.0176.472.55128.15-65.121.03108.61160.9512.09-87.50-48.25
23Q1 (14)159-14.05-19.7-0.32-300.0-700.0-0.67-157.69-1.52-0.32-164.0-700.03.84-43.28-60.821.60-83.39-89.56-24.02-213.58-1370.9-11.96-263.53-1358.54-0.92-76.92-584.21-0.5-257.14-525.0-9.06-155.93-177.17-11.96-263.53-1358.54-27.34-205.88-273.29
22Q4 (13)185-4.64-6.57-0.08-111.76-180.0-0.26-388.89-200.00.50-9.09-93.956.77-11.39-39.729.63-23.27-40.07-7.66-84.13-337.89-3.29-118.97-404.63-0.52-62.5-244.44-0.14-110.53-173.68-3.54-131.27-390.16-3.29-118.97-404.63-20.00371.90-132.60
22Q3 (12)194-2.02-2.020.68855.56112.50.09123.68-70.970.55523.08-93.277.64-28.6-23.8312.55-20.97-26.95-4.16-231.23-207.7717.341126.04174.8-0.32-194.12-182.051.33882.35107.8111.3254.86113.1817.341126.04174.8-9.71365.2883.05
22Q2 (11)1980.00.0-0.09-125.0-117.65-0.3842.42-375.0-0.13-225.0-101.6610.79.1817.0715.883.599.143.1767.72239.65-1.69-106.1-115.450.3478.95261.9-0.17-112.5-116.837.31-37.73-27.48-1.69-106.1-115.45-1.78-132.50-155.72
22Q1 (10)1980.00.0-0.04-140.0-100.54-0.66-353.8590.21-0.04-100.48-100.549.8-12.7335.3615.33-4.6-18.111.89-41.3116.77-0.82-175.93-100.410.19-47.22123.17-0.08-142.11-100.5511.74862.3-96.52-0.82-175.93-100.41-0.38-104.38-184.99
21Q4 (9)1980.00.00.10-68.75-61.540.26-16.13-23.538.271.22798.9111.2311.9613.7816.07-6.46-21.653.22-16.58-40.151.08-82.88-77.360.36-7.69-32.080.19-70.31-63.461.22-77.02-76.451.08-82.88-77.3610.85-53.00235.69
21Q3 (8)1980.00.00.32-37.2523.080.31487.5-13.898.174.081137.8810.039.7422.1717.1818.08-25.853.86270.04-34.026.31-42.322.770.39285.71-18.750.64-36.6325.495.31-47.322.916.31-42.322.7717.99-65.15293.15
21Q2 (7)1980.0-0.50.51-93.0518.6-0.0898.81-122.227.856.951862.59.1426.2430.3914.55-22.28-35.96-2.2779.86-150.910.94-94.54-11.13-0.2174.39-167.741.01-93.0517.4410.08-97.0216.9410.94-94.54-11.13-0.211315.01-991.77
21Q1 (6)1980.00.07.342723.0824566.67-6.74-2082.35-16750.07.34697.8324566.677.24-26.6533.0918.72-8.73-20.34-11.27-309.48-928.68200.494103.1414219.01-0.82-254.72-1271.4314.542696.1524333.33337.776420.6623855.32200.494103.1414219.01-3.211361.54-1043.95
20Q4 (5)1980.00.00.260.0-65.330.34-5.56-57.50.9239.39-56.69.8720.22-10.1120.51-11.48-7.655.38-8.03-37.664.77-22.31-63.590.5310.42-44.210.521.96-64.865.180.39-50.714.77-22.31-63.59--0.00
20Q3 (4)198-0.50.00.26-39.530.00.360.00.00.6665.00.08.2117.120.023.171.980.05.8531.170.06.14-50.120.00.4854.840.00.51-40.70.05.16-40.140.06.14-50.120.0--0.00
20Q2 (3)1990.510.00.431533.330.00.361000.00.00.401433.330.07.0128.860.022.72-3.320.04.46227.940.012.31966.90.00.31342.860.00.861533.330.08.62511.350.012.31966.90.0--0.00
20Q1 (2)1980.00.0-0.03-104.00.0-0.04-105.00.0-0.03-101.420.05.44-50.460.023.505.810.01.36-84.240.0-1.42-110.840.00.07-92.630.0-0.06-104.050.01.41-86.580.0-1.42-110.840.0--0.00
19Q4 (1)1980.00.00.750.00.00.800.00.02.120.00.010.980.00.022.210.00.08.630.00.013.100.00.00.950.00.01.480.00.010.510.00.013.100.00.0--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)
2024/102.24-28.299.9422.3114.148.73N/A-
2024/93.12-7.6939.3620.0814.638.640.58-
2024/83.3857.3849.1316.9611.018.260.61-
2024/72.15-21.51-21.7313.584.386.910.73-
2024/62.7335.0445.3911.4411.357.140.67-
2024/52.02-15.11-26.148.73.726.250.77-
2024/42.3929.8431.726.6818.224.721.02-
2024/31.84273.218.194.2911.844.291.28-
2024/20.49-74.91-14.022.4514.754.081.35-
2024/11.9620.8225.261.9625.265.720.96-
2023/121.62-23.89-13.2123.31-33.235.791.0-
2023/112.134.95-3.521.68-34.366.40.91-
2023/102.03-9.11-24.2819.55-36.586.540.89-
2023/92.24-1.22-8.0117.52-37.757.240.9-
2023/82.26-17.412.3215.28-40.566.890.95-
2023/72.7445.81-13.9913.01-45.077.360.88-
2023/61.88-31.4-43.1510.27-49.96.431.06-
2023/52.7451.39-27.538.39-51.26.251.1因疫情影響,導致營收減少
2023/41.816.64-49.785.65-57.884.081.68因疫情影響,導致營收減少
2023/31.7196.58-38.233.84-60.853.842.07因疫情影響,導致營收減少
2023/20.57-63.45-72.62.14-69.674.011.98因疫情影響,導致營收減少
2023/11.57-16.29-68.441.57-68.445.651.4因疫情影響,導致營收減少
2022/121.87-15.37-51.3634.91-7.256.771.25因疫情影響,導致營收減少
2022/112.21-17.64-43.4133.04-2.237.331.16-
2022/102.6910.41-22.5730.833.157.131.19-
2022/92.4320.6-34.0628.146.537.641.3-
2022/82.02-36.75-35.6225.7113.118.511.17-
2022/73.19-3.61-0.7123.6920.9110.280.97-
2022/63.31-12.564.220.525.1510.70.96-
2022/53.784.9121.817.1930.1810.141.01-
2022/43.6131.1725.9513.4132.768.451.21-
2022/32.7531.5521.579.835.459.81.14-
2022/22.09-57.96.627.0541.7610.91.03-
2022/14.9629.0164.594.9664.5912.720.882021年因COVID-19影響出貨減少.
2021/123.85-1.5521.537.6423.2711.231.04-
2021/113.9112.79.9833.7923.4711.071.06-
2021/103.47-5.9610.129.8825.4910.291.14-
2021/93.6917.749.0126.4127.8410.031.06-
2021/83.13-2.4511.5422.7331.529.521.12-
2021/73.211.1559.519.5935.49.491.12受新冠疫情響產能減少
2021/63.172.221.516.3831.519.140.94-
2021/53.118.4852.1313.2134.168.231.04109年大陸廠因受COVID-19 影響產能大減
2021/42.8626.621.3910.129.467.081.21-
2021/32.2615.3817.07.2432.967.240.97-
2021/21.96-35.02179.344.9841.748.140.86去年因受新冠疫情影響大陸廠停工多日
2021/13.02-4.757.383.027.389.740.72-
2020/123.17-10.891.7130.53-21.089.870.65-
2020/113.5512.82-6.6327.37-23.0710.090.63-
2020/103.15-6.89-22.423.81-25.049.340.68-
2020/93.3820.478.320.66-25.438.210.73-
2020/82.8139.48-27.2917.28-29.727.430.81-
2020/72.01-22.93-24.6614.47-30.176.670.9-
2020/62.6127.96-20.2812.46-30.987.010.65-
2020/52.04-13.43-39.519.84-33.366.330.72-
2020/42.3622.03-37.87.8-31.544.990.92-
2020/31.93175.48-40.655.44-28.425.440.94-
2020/20.7-75.02-55.143.51-19.256.620.77因受新冠疫情影響大陸廠停工多日
2020/12.81-9.780.912.810.919.730.52-
2019/123.11-18.28.6638.6912.30.0N/A-
2019/113.81-6.2341.6635.5812.630.0N/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)159-14.050.24-52.0-1.24023.31-33.2313.820.22-7.5301.09-54.58-1.7600.58-77.340.37-60.22
2022 (9)185-6.570.50-93.91-1.22034.91-7.2513.79-16.47-0.8902.40-94.45-0.3102.56-90.170.93-94.32
2021 (8)1980.08.21792.39-6.25037.6423.2916.51-25.86-0.73043.22649.05-0.27026.041507.4116.38795.08
2020 (7)1980.00.92-56.41.01-41.9530.53-21.0922.27-2.964.58-47.95.77-46.571.4-58.821.62-66.531.83-56.43
2019 (6)1980.02.11145.351.74185.2538.6912.3122.9515.568.7974.410.80120.413.496.534.8495.954.2145.61
2018 (5)198-10.810.86-46.250.61-64.1234.45-4.3319.86-21.95.04-55.044.90-49.81.73-57.182.47-49.491.71-51.83
2017 (4)222-7.111.608.111.708.2836.01-2.625.439.0911.2115.339.761.674.0412.224.894.943.55-0.28
2016 (3)2390.01.4822.311.5776.436.97-11.9823.3134.589.7289.479.6038.133.667.444.6627.673.5622.34
2015 (2)2390.01.2100.89042.011.8817.32100.465.1306.9502.1503.6502.910
2014 (1)2390.0-0.760-0.97037.54-42.078.640-5.210-5.810-1.950-2.230-1.810

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