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)715-3.38-5.550.20-39.39233.330.11-21.43266.671.3220.0193.3374.2925.8749.968.25-19.67-18.481.60-40.3100.01.98-52.9798.01.19-24.68197.51.43-41.63204.262.48-51.4798.41.98-52.9798.031.18-48.2759.28
24Q2 (19)7400.0-5.850.33-57.14200.00.14140.0800.01.1042.86189.4759.0236.4953.8610.2728.720.542.68197.1262.424.21-68.54162.741.58232.77350.792.45-57.17194.965.11-68.61163.44.21-68.54162.7416.56217.59-1630.00
24Q1 (18)740-3.9-7.270.77492.3110.0-0.35-3400.0-75.00.7732.7610.043.24-3.3730.287.98-18.4-18.4-2.76-936.36-851.7213.38513.76-21.75-1.19-893.33-1090.05.72489.692.1416.28500.74-22.2513.38513.76-21.75-6.52304.49-1766.66
23Q4 (17)7701.72-3.510.13116.67124.53-0.01-133.33-200.00.5828.89116.8144.75-9.6725.249.78-3.3654.260.33-58.75107.932.18118.0117.260.15-62.5110.140.97106.38123.152.71116.8116.852.18118.0117.269.73117.4358.33
23Q3 (16)757-3.69-5.140.06118.18-95.350.03250.0104.480.4518.42115.3649.5429.1427.5510.1218.7834.220.80148.48129.21.00114.9-96.260.4163.49137.380.47118.22-95.451.25115.51-96.551.00114.9-96.2622.36-14.48170.00
23Q2 (15)786-1.53.42-0.33-147.1434.0-0.0290.0-109.520.38-45.71108.5838.3615.58-14.648.52-12.88-11.98-1.65-468.97-558.33-6.71-139.2421.7-0.63-530.0-493.75-2.58-146.0731.56-8.06-138.4929.36-6.71-139.2421.74.2342.47-1005.00
23Q1 (14)7980.05.00.70232.08117.81-0.20-2100.0-117.860.70120.29117.8133.19-7.11-24.649.7854.26-19.51-0.2993.03-134.9417.10235.39125.2-0.193.24-127.785.6233.65118.7320.94230.22124.5417.10235.39125.2-7.5645.50-999.25
22Q4 (13)7980.00.25-0.53-141.0922.060.01101.49-95.65-3.45-17.75-154.7635.73-8.01-42.876.34-15.92-31.31-4.16-51.82-347.62-12.63-147.23-45.67-1.48-38.32-240.95-4.19-140.5622.26-16.08-144.42-68.73-12.63-147.23-45.67-10.79108.45-158.78
22Q3 (12)7985.0-0.871.29358.01092.31-0.67-419.05-435.0-2.9333.86-142.5938.84-13.57-41.27.54-22.11-8.27-2.74-861.11-265.0626.74412.021847.71-1.07-768.75-197.2710.33374.011074.5336.20417.271848.7926.74412.021847.71-5.77222.64-250.15
22Q2 (11)7600.0-6.06-0.5087.28-150.00.21-81.25177.78-4.43-12.72-163.3844.942.04-7.669.68-20.3317.760.36-56.6312.5-8.5787.37-151.50.16-55.566.67-3.7787.39-146.72-11.4186.63-154.83-8.5787.37-151.5-13.77-195.33152.85
22Q1 (10)760-4.52-6.06-3.93-477.94-165.51.12386.96146.09-3.93-162.38-165.544.04-29.58-2.2612.1531.6482.430.83-50.6106.69-67.85-682.58-162.950.36-65.71106.44-29.9-454.73-161.59-85.33-795.38-163.75-67.85-682.58-162.95-17.45-450.51200.98
21Q4 (9)796-1.12-1.61-0.68-423.08-221.430.2315.0154.766.30-8.43826.4762.54-5.3121.069.2312.2925.751.681.2148.7-8.67-466.67-198.751.05-4.55158.99-5.39-408.49-219.25-9.53-360.39-185.78-8.67-466.67-198.7515.20-268.0494.53
21Q3 (8)805-0.49-0.49-0.13-113.0-143.330.20174.07211.116.88-1.575633.3366.0535.7144.038.220.05.121.66418.75196.51-1.53-109.19-127.921.1633.33239.24-1.06-113.14-143.98-2.07-109.95-132.75-1.53-109.19-127.9221.86-98.16131.48
21Q2 (7)8090.00.251.00-83.33334.78-0.2788.89-58.826.9916.54211.7648.678.0121.048.2223.42-9.470.32102.58115.3816.64-84.56257.850.15102.68118.078.07-83.38333.8720.81-84.45267.0216.64-84.56257.85-2.38444.05-194.84
21Q1 (6)8090.00.06.00971.431600.0-2.43-478.57-800.06.00782.351600.045.06-12.7851.466.66-9.26-15.7-12.41-259.71-70.7107.781127.561094.28-5.59-214.04-158.848.55974.121589.26133.851104.771234.32107.781127.561094.28-0.06529.05-305.95
20Q4 (5)8090.00.00.5686.67429.41-0.42-133.33-250.00.68466.676700.051.6612.6522.977.34-6.14-47.5-3.45-100.58-84.498.7860.22365.26-1.78-125.32-125.324.5287.55422.8611.1175.79447.198.7860.22365.26--0.00
20Q3 (4)8090.250.00.3030.430.0-0.18-5.880.00.12170.590.045.8614.050.07.82-13.880.0-1.7217.310.05.4817.850.0-0.794.820.02.4129.570.06.3211.460.05.4817.850.0--0.00
20Q2 (3)807-0.250.00.23157.50.0-0.1737.040.0-0.1757.50.040.2135.160.09.0814.940.0-2.0871.390.04.65142.90.0-0.8361.570.01.86157.060.05.67148.050.04.65142.90.0--0.00
20Q1 (2)8090.00.0-0.40-135.290.0-0.27-125.00.0-0.40-4100.00.029.75-29.180.07.90-43.490.0-7.27-288.770.0-10.84-227.490.0-2.16-173.420.0-3.26-132.860.0-11.80-268.750.0-10.84-227.490.0--0.00
19Q4 (1)8090.00.0-0.170.00.0-0.120.00.00.010.00.042.010.00.013.980.00.0-1.870.00.0-3.310.00.0-0.790.00.0-1.40.00.0-3.200.00.0-3.310.00.0--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)
2024/1117.7-5.9231.56213.0641.1161.14N/A-
2024/1018.82-23.5414.18195.3542.0469.65N/A-
2024/924.62-6.1235.18176.5345.8374.30.43-
2024/826.2211.7548.56151.9247.7271.60.45-
2024/723.467.0470.86125.747.5464.240.5受惠於大型賽事來臨,客戶訂單增加,故本月營收較去年增加。
2024/621.9216.1969.58102.2443.0658.80.61受惠於大型賽事及旺季來臨,客戶訂單增加,故本月營收較去年增加。
2024/518.864.6432.8180.3237.2153.490.67-
2024/418.028.5862.4961.4638.6246.470.77本月營收受惠於客戶訂單增加及去年基期較低,故本月營收較去年增加。
2024/316.640.1644.0543.4330.6643.430.7-
2024/211.84-20.986.3926.8323.5541.570.74-
2024/114.991.741.5914.9941.5943.180.71-
2023/1214.749.5226.78165.721.1944.670.52-
2023/1113.46-18.3511.44150.99-0.7648.150.48-
2023/1016.48-9.4833.25137.53-1.8152.340.44-
2023/918.213.1618.54121.05-5.2149.590.54-
2023/817.6528.5233.83102.84-8.4544.30.6-
2023/713.736.2433.8685.19-14.0840.860.66-
2023/612.92-8.99-31.4271.46-19.6138.220.74-
2023/514.228.03-9.1658.54-16.4336.820.77-
2023/411.09-3.747.2844.33-18.5233.750.84-
2023/311.523.51-30.6733.24-24.5833.240.71-
2023/211.135.15-0.6421.72-20.8933.340.71-
2023/110.59-8.93-34.8510.59-34.8534.280.69-
2022/1211.62-3.71-46.53163.77-26.2436.070.57-
2022/1112.07-2.38-32.81152.14-24.0439.80.51-
2022/1012.37-19.47-46.04140.07-23.1840.920.5-
2022/915.3616.47-37.65127.7-19.8938.80.53-
2022/813.1928.56-39.88112.34-16.6442.290.48-
2022/710.26-45.57-46.899.16-12.1344.740.46-
2022/618.8520.54-7.4988.9-4.9844.820.61-
2022/515.6451.2215.8570.05-4.2942.60.64-
2022/410.34-37.79-29.2854.41-8.8438.160.71-
2022/316.6248.35-11.1144.07-2.2144.070.76-
2022/211.2-31.05-0.4827.454.0849.190.68-
2022/116.25-25.257.4816.257.4855.960.6-
2021/1221.7420.9827.88222.0532.1962.630.47-
2021/1117.97-21.63.66200.3132.6765.530.45-
2021/1022.92-6.9527.72182.3436.4469.490.42-
2021/924.6412.3131.42159.4237.7965.850.55-
2021/821.9313.7557.29134.7839.0261.590.59茲因電視及顯示器出貨增加,致使本月營業收入淨額較去年同期增幅達50%以上
2021/719.28-5.3647.17112.8535.9553.150.68-
2021/620.3750.9635.4293.5733.8548.490.84-
2021/513.5-7.68-7.9373.1933.4246.820.87-
2021/414.62-21.8139.8559.748.544.580.91-
2021/318.766.0878.8845.0751.5545.070.62茲因電腦周邊商品出貨增加,致使本年累計營業收入淨額較去年同期增幅達50%以上
2021/211.26-25.5249.626.3836.7343.380.64-
2021/115.12-11.0728.515.1228.549.450.57-
2020/1217.0-1.9224.54167.9710.4152.280.5-
2020/1117.33-3.423.57150.979.0254.030.48-
2020/1017.95-4.2626.37133.647.3850.640.51-
2020/918.7534.4218.54115.694.9345.790.44-
2020/813.946.4311.5496.952.6642.090.48-
2020/713.1-12.9140.5783.01.342.810.47-
2020/615.042.625.6569.9-3.7340.160.34-
2020/514.6640.23-15.054.86-6.0235.570.38-
2020/410.450.0-14.6540.2-2.2628.430.47-
2020/310.4538.9-11.3229.742.9929.740.6-
2020/27.53-36.0330.119.2912.8732.940.54-
2020/111.76-13.814.0511.764.050.0N/A-
2019/1213.65-2.68-20.39152.131.280.0N/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)770-3.510.580-0.200165.841.49.595.27-0.1102.760-0.1805.6904.460
2022 (9)7980.25-3.4500.680163.55-26.439.1111.23-1.240-17.030-2.030-34.390-27.540
2021 (8)796-1.616.15804.41-2.270222.3232.748.192.5-1.48022.59564.41-3.29063.11751.6950.17807.23
2020 (7)8090.00.686700.0-1.040167.4810.047.99-42.19-3.3303.402990.91-5.5707.411057.815.5310960.0
2019 (6)8090.00.01-94.74-0.230152.20.9413.8222.74-0.7100.11-90.91-1.0900.64-73.330.05-96.79
2018 (5)8090.00.190-0.210150.78-10.5811.2649.34-0.4401.210-0.6602.401.560
2017 (4)8090.0-1.100-0.850168.62-35.197.54-24.83-4.710-5.030-7.940-10.740-8.880
2016 (3)809-2.181.98-3.41-1.270260.1825.8510.0316.36-1.4406.41-23.78-3.74021.68-5.8216.31-6.8
2015 (2)8270.02.05105.0-2.080206.7415.928.62-27.13-4.5408.4174.84-9.38023.02136.3417.5109.58
2014 (1)8272.351.00-27.54-0.110178.35-39.5511.8300.3304.8100.58-83.199.74-27.318.35-26.11

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