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)144-0.69-0.690.40-55.06-52.380.600.020.02.2122.1-5.5613.234.5810.917.93-6.95-8.08.01-5.54-14.74.33-57.38-58.491.06-0.93-5.360.58-55.04-52.465.88-50.0-56.734.33-57.38-58.4911.12-29.1635.72
24Q2 (19)1450.00.00.89-3.26-3.260.6071.4327.661.8196.7421.4812.6517.6710.2919.27-2.53-6.598.482.91-14.610.16-18.46-12.941.0720.22-6.141.29-3.01-2.2711.76-26.5-24.5710.16-18.46-12.945.86157.4613.94
24Q1 (18)1450.00.00.92318.1858.620.35-43.55-41.670.92-64.0658.6210.75-5.95-3.3319.77-9.68-5.818.24-30.17-21.3712.46345.065.250.89-34.07-23.931.33315.6258.3316.00138.4555.4912.46345.065.25-5.07122.19-9.77
23Q4 (17)1450.00.690.22-73.8110.00.6224.010.712.569.4-40.611.43-4.19-2.0621.8912.3122.5611.8025.6752.452.80-73.158.951.3520.5450.00.32-73.7710.346.71-50.63100.92.80-73.158.95-0.09-41.2615.19
23Q3 (16)1450.00.00.84-8.7-22.940.506.3819.052.3457.05-43.211.934.017.2819.49-5.53-0.29.39-5.4426.5510.43-10.63-27.821.12-1.7534.941.22-7.58-22.7813.59-12.83-15.910.43-10.63-27.823.5824.96-7.65
23Q2 (15)1450.00.00.9258.62-36.550.47-21.67-50.01.49156.9-50.6611.473.15-12.1120.63-1.72-21.59.93-5.25-25.8411.6754.77-27.71.14-2.56-34.861.3257.14-37.1415.5951.51-18.2911.6754.77-27.7-0.78124.31-7.27
23Q1 (14)1450.690.690.58190.0-63.290.607.14-47.830.58-86.54-63.2911.12-4.71-22.6720.9917.53-20.1310.4835.4-28.717.54193.39-52.521.1730.0-44.550.84189.66-63.010.29208.08-45.737.54193.39-52.520.1254.1720.23
22Q4 (13)144-0.690.70.20-81.65-84.50.5633.33-57.254.314.61-34.711.674.95-22.5617.86-8.55-29.717.744.31-53.92.57-82.21-79.090.98.43-64.430.29-81.65-84.243.34-79.33-79.772.57-82.21-79.09-4.92-53.24-11.00
22Q3 (12)1450.01.41.09-24.83-32.30.42-55.32-71.434.1236.42-22.5611.12-14.79-29.2219.53-25.68-32.547.42-44.59-55.8614.45-10.47-2.430.83-52.57-68.561.58-24.76-31.316.16-15.3-10.0714.45-10.47-2.43-12.02-16.53-36.79
22Q2 (11)1450.691.41.45-8.23-26.40.94-18.26-56.073.0291.14-18.8213.05-9.25-20.0926.280.0-12.6313.39-8.91-36.3616.141.64-7.351.75-17.06-49.132.1-7.49-25.2719.080.63-1.616.141.64-7.35-6.927.12-15.24
22Q1 (10)1440.71.411.5822.48-9.711.15-12.21-31.951.58-76.06-9.7114.38-4.58-10.3526.283.42-9.514.70-12.45-25.7215.8829.211.532.11-16.6-33.442.2723.37-8.8418.9614.84-5.9115.8829.211.53-4.331.30-11.55
21Q4 (9)1430.01.421.29-19.88248.651.31-10.8887.146.6024.0640.4315.07-4.078.1125.41-12.236.516.79-0.1263.6512.29-17.02209.572.53-4.1776.921.84-20.0247.1716.51-8.12142.7912.29-17.02209.57-3.94-19.07-21.09
21Q3 (8)1430.01.421.61-18.2773.121.47-31.3115.755.3243.0122.8615.71-3.84.6628.95-3.7620.4216.81-20.19.3714.81-14.9863.652.64-23.2614.292.3-18.1575.5717.97-7.3251.2614.81-14.9863.65-0.99-2.85-2.34
21Q2 (7)1430.72.141.9712.5713.872.1426.6333.753.72112.579.4116.331.8116.5630.083.5821.3921.046.3236.0917.4211.38-0.83.448.5259.262.8112.8515.6419.39-3.7719.117.4211.38-0.88.44192.7784.03
21Q1 (6)1420.710.711.75372.974.791.69141.4314.971.75-62.774.7916.0415.0645.9529.0421.7124.1619.7992.8823.2315.64293.95-26.233.17121.6879.12.49369.815.9620.15196.3210.2315.64293.95-26.233.97156.3848.28
20Q4 (5)1410.0-16.570.37-60.22-13.950.70-44.8820.694.708.55104.3513.94-7.1320.1723.86-0.7515.9910.26-33.257.13.97-56.13-34.811.43-38.128.830.53-59.54-26.396.80-42.76-20.283.97-56.13-34.81--0.00
20Q3 (4)1410.710.00.93-46.240.01.27-20.630.04.3327.350.015.017.140.024.04-2.990.015.37-0.580.09.05-48.460.02.316.940.01.31-46.090.011.88-27.030.09.05-48.460.0--0.00
20Q2 (3)140-0.710.01.733.590.01.608.840.03.40103.590.014.0127.480.024.785.940.015.46-3.740.017.56-17.170.02.1622.030.02.433.40.016.28-10.940.017.56-17.170.0--0.00
20Q1 (2)141-16.570.01.67288.370.01.47153.450.01.67-27.390.010.99-5.260.023.3913.710.016.0667.640.021.20248.110.01.7759.460.02.35226.390.018.28114.30.021.20248.110.0--0.00
19Q4 (1)1690.00.00.430.00.00.580.00.02.300.00.011.60.00.020.570.00.09.580.00.06.090.00.01.110.00.00.720.00.08.530.00.06.090.00.0--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)
2024/114.8615.5121.4145.757.9913.28N/A-
2024/104.21-0.114.8340.896.5913.07N/A-
2024/94.21-9.396.4736.696.813.271.33-
2024/84.655.4114.8232.476.8413.121.35-
2024/74.418.5312.7927.835.6212.871.37-
2024/64.06-7.6510.9523.414.3712.651.47-
2024/54.44.9710.2219.353.0812.631.47-
2024/44.193.8512.2814.951.1510.781.72-
2024/34.0458.13-5.4310.76-2.610.761.82-
2024/22.55-38.83-30.896.72-0.8110.231.91-
2024/14.1719.035.174.1735.1711.681.68-
2023/123.51-12.4-5.1745.87-8.5511.521.68-
2023/114.0-0.250.6442.36-8.8211.971.62-
2023/104.011.440.9938.36-9.7112.021.62-
2023/93.96-2.290.5934.35-10.8111.911.65-
2023/84.053.559.4430.39-12.1111.621.69-
2023/73.916.7612.2126.34-14.6911.561.7-
2023/63.66-8.26-8.9422.43-18.1111.391.77-
2023/53.996.93-7.3918.77-19.6911.991.68-
2023/43.73-12.53-19.2914.78-22.4711.691.72-
2023/34.2715.55-19.2711.05-23.4911.051.85-
2023/23.6919.65-14.56.78-25.9210.481.95-
2023/13.09-16.52-36.133.09-36.1310.761.9-
2022/123.7-7.03-29.7450.16-20.4711.651.84-
2022/113.980.08-22.6546.46-19.6211.881.8-
2022/103.971.04-15.0642.49-19.3311.611.84-
2022/93.936.3-19.7938.51-19.7411.122.06-
2022/83.76.17-34.0334.58-19.7411.212.05-
2022/73.48-13.36-32.9730.88-17.611.821.94-
2022/64.02-6.69-25.2127.4-15.1212.961.83-
2022/54.31-6.81-22.0523.38-13.1114.221.66-
2022/44.63-12.5-13.9919.07-10.7914.231.66-
2022/35.2922.37-13.3614.44-9.7214.441.61-
2022/24.32-10.619.289.15-7.4714.421.61-
2022/14.83-8.16-18.634.83-18.6315.241.53-
2021/125.262.343.7963.0817.1815.081.5-
2021/115.149.915.0857.8118.5714.721.53-
2021/104.68-4.574.9252.6718.9215.191.49-
2021/94.9-12.56-8.8247.9920.4915.711.28-
2021/85.617.879.343.0925.0716.181.24-
2021/75.2-3.3217.1137.4827.8316.111.25-
2021/65.38-2.7627.6732.2829.7416.291.03-
2021/55.532.8211.3126.930.1617.010.98-
2021/45.38-11.8511.7221.3736.1215.431.08-
2021/36.154.3623.615.9946.9215.990.99-
2021/23.95-33.4536.89.8966.2614.961.06較去年累計營收增加,主係因客戶需求增加。
2021/15.9417.1594.075.9494.0715.481.02營收較去年同期增加,主係因客戶需求增加及農曆年前提前備貨所致。
2020/125.0713.4727.9753.8319.814.01.1-
2020/114.470.216.0548.7619.0114.311.07-
2020/104.46-17.0818.9644.2919.3214.971.03-
2020/95.384.8248.9139.8319.3614.951.03-
2020/85.1315.5731.4634.4515.7713.781.12-
2020/74.445.3913.0829.3213.413.621.13-
2020/64.21-15.2211.4924.8813.4613.991.12-
2020/54.973.1925.9220.6713.8714.721.06-
2020/44.81-2.4729.5415.710.5212.641.24-
2020/34.9470.8528.8510.893.7910.891.5-
2020/22.89-5.6-12.775.95-10.629.911.65-
2020/13.06-22.74-8.53.06-8.50.0N/A-
2019/123.962.912.1144.93-25.210.0N/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)1450.692.54-40.522.19-28.6645.95-8.5220.74-9.1510.39-6.658.14-35.094.77-14.675.32-28.113.7-40.61
2022 (9)1440.74.27-34.513.07-53.4850.23-20.4622.83-19.6711.13-40.3512.54-16.95.59-52.557.4-36.816.23-33.93
2021 (8)1431.426.5240.226.6030.6963.1517.0528.4218.1718.6631.3215.0921.511.7853.5911.7166.819.4342.45
2020 (7)141-16.574.65104.855.05127.4853.9519.6524.05-0.714.2116.1912.4242.597.6738.957.0213.416.6271.06
2019 (6)169-9.632.27-68.072.22-76.6345.09-25.1124.22-37.2112.23-53.648.71-61.75.52-65.246.19-60.73.87-71.44
2018 (5)1873.897.11590.299.50508.9760.2147.6538.57119.2726.38290.8122.74375.7315.88477.4515.75553.5313.55616.93
2017 (4)180-20.351.036.191.5627.8740.787.0117.59-8.866.75-6.514.78-22.532.750.02.41-26.751.89-17.47
2016 (3)226-12.40.977.781.2225.7738.11-3.4219.3014.887.2235.716.17-3.892.7530.953.295.112.29-5.76
2015 (2)2581.180.9050.00.9767.2439.46-2.2816.8012.155.3260.736.4243.622.156.723.1340.992.4342.11
2014 (1)2553.240.6093.550.583.5740.385.4614.9803.3104.4701.3428.852.22124.241.71125.0

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