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)60760.430.550.6310.5365.790.6428.0137.041.7158.3348.7520.153.479.0917.7212.2240.9710.1520.9895.198.078.7651.4152.7825.22112.7438.2811.0966.6510.019.5252.138.078.7651.413.4111.1420.82
24Q2 (19)60500.020.620.5711.763.640.5013.64-20.631.08111.7640.26502.693.346.5215.791.09-6.958.395.93-16.937.425.851.0942.159.42-11.5834.4611.24.619.144.582.477.425.851.093.152605.88126.05
24Q1 (18)60490.330.630.515200.0131.820.44238.4691.30.51-54.87131.82486.452.9513.9415.6259.3928.247.92245.8585.057.014573.33114.3738.52255.35110.9530.994022.78137.298.741720.83115.87.014573.33114.371.022548.6893.31
23Q4 (17)6029-0.230.55-0.01-102.6392.310.13-51.85165.01.13-1.74135.42472.5-0.9121.349.80-22.04155.872.29-55.96153.630.15-97.19106.5210.84-56.31165.14-0.79-103.4489.590.48-92.71115.840.15-97.19106.520.07-66.77-54.50
23Q3 (16)60430.50.530.38-30.911800.00.27-57.142800.01.1549.3591.67476.821.0426.4812.57-25.93181.845.20-48.51684.275.33-27.3817866.6724.81-47.95836.222.97-30.271723.026.58-26.231878.385.33-27.3817866.675.7959.5558.38
23Q2 (15)60130.030.270.55150.0685.710.63173.91293.750.77250.032.76471.9310.5428.0616.9739.33131.8310.10135.98286.977.34124.46689.2547.67161.06396.5632.94152.22684.298.92120.25668.977.34124.46689.2510.09209.62194.45
23Q1 (14)60110.250.770.22269.23-57.690.23215.0-55.770.22-54.17-57.69426.929.6414.6612.18218.02-17.544.28200.23-56.063.27242.17-56.6918.26209.74-49.6413.06272.07-57.494.05233.66-57.553.27242.17-56.696.46-240.38-842.50
22Q4 (13)5996-0.256.77-0.13-750.0-109.35-0.20-1900.0-114.810.48-20.0-71.26389.393.29-17.443.83-14.13-86.4-4.27-379.78-119.66-2.30-7566.67-113.81-16.64-393.77-116.24-7.59-702.38-109.7-3.03-718.92-114.5-2.30-7566.67-113.812.79-410.72-1003.12
22Q3 (12)60110.235.00.02-71.43-96.08-0.01-106.25-101.610.603.45114.29376.982.39.354.46-39.07-72.38-0.89-134.1-107.7-0.03-103.23-100.37-3.37-135.1-108.461.26-70.0-95.68-0.37-131.9-104.05-0.03-103.23-100.370.64-78.99-87.74
22Q2 (11)59970.549.550.07-86.54216.670.16-69.23-30.430.5811.54332.0368.52-1.0225.467.32-50.44-24.152.61-73.2-36.50.93-87.68156.369.6-73.52-20.44.2-86.33222.451.16-87.84162.030.93-87.68156.36-11.04-74.56-65.36
22Q1 (10)59656.2110.080.52-62.59373.680.52-61.481833.330.52-68.86373.68372.33-21.0633.814.77-47.57146.589.74-55.16676.337.55-54.68272.7736.26-64.61873.1330.72-60.74401.479.54-54.35299.167.55-54.68272.777.8854.9828.13
21Q4 (9)5616-1.93.641.39172.55247.51.35117.74170.01.67496.435466.67471.6736.8258.4628.1774.43102.9521.7287.89133.816.66105.17136.65102.46157.11270.5678.25168.26261.9320.90128.67226.5616.66105.17136.6527.09561.27143.66
21Q3 (8)57254.595.650.51950.0492.310.62169.572166.670.28212.0175.68344.7417.3729.5416.1567.36257.311.56181.27962.698.12592.12364.539.85230.431213.1329.17950.44512.019.14588.77372.028.12592.12364.511.46509.21518.12
21Q2 (7)54741.010.16-0.0668.42-113.330.23866.67-54.0-0.25-31.58-4.17293.735.5511.629.6561.1-45.574.11343.2-60.63-1.6562.24-119.2812.06357.14-56.11-3.4366.34-113.95-1.8760.96-123.0-1.6562.24-119.28-0.48-39.54380.33
21Q1 (6)54190.00.0-0.19-147.572.86-0.03-106.093.75-0.19-733.3372.86278.28-6.51-14.535.99-56.84780.88-1.69-118.1981.49-4.37-162.0762.65-4.69-116.9684.21-10.19-147.1372.99-4.79-174.8459.02-4.37-162.0762.652.67130.09830.34
20Q4 (5)54190.00.020.40407.69350.00.501766.67933.330.03108.11113.64297.6611.85-29.3713.88207.0891.719.29793.283096.777.04329.32504.627.65872.352226.9221.62405.37353.466.40290.48529.537.04329.32504.6--0.00
20Q3 (4)5419-0.840.0-0.13-128.890.0-0.03-106.00.0-0.37-54.170.0266.121.120.04.52-74.510.0-1.34-112.840.0-3.07-135.860.0-3.58-113.030.0-7.08-128.790.0-3.36-141.330.0-3.07-135.860.0--0.00
20Q2 (3)54650.850.00.45164.290.00.50204.170.0-0.2465.710.0263.16-19.170.017.732507.350.010.44214.350.08.56173.160.027.48192.490.024.59165.170.08.13169.550.08.56173.160.0--0.00
20Q1 (2)54190.020.0-0.70-337.50.0-0.48-700.00.0-0.70-218.180.0325.57-22.740.00.68-90.610.0-9.13-2845.160.0-11.70-572.410.0-29.71-2185.380.0-37.73-342.320.0-11.69-684.560.0-11.70-572.410.0--0.00
19Q4 (1)54180.00.0-0.160.00.0-0.060.00.0-0.220.00.0421.420.00.07.240.00.0-0.310.00.0-1.740.00.0-1.30.00.0-8.530.00.0-1.490.00.0-1.740.00.0--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)
2024/10171.317.06.561681.129.42508.85N/A-
2024/9160.09-9.787.41509.819.75521.00.0-
2024/8177.46-3.268.991349.7210.04536.550.0-
2024/7183.454.4411.241172.2610.2520.120.0-
2024/6175.649.070.12988.8110.01502.40.0-
2024/5161.03-2.8411.27813.1712.4491.830.0-
2024/4165.730.49.19652.1512.69492.920.0-
2024/3165.071.829.74486.4113.93486.410.0-
2024/2162.111.827.93321.3516.22482.990.0-
2024/1159.23-1.486.3159.236.3471.040.0-
2023/12161.647.6314.021848.1922.62472.570.0-
2023/11150.17-6.5822.481686.5523.51459.990.0-
2023/10160.767.8528.551536.3823.61472.630.0-
2023/9149.06-8.4524.161375.6223.06476.790.0-
2023/8162.82-1.2727.631226.5622.93503.150.0-
2023/7164.92-5.9827.481063.7522.24485.050.0-
2023/6175.4221.2142.13898.8321.32471.920.0-
2023/5144.71-4.6518.01723.4117.16446.920.0-
2023/4151.780.924.0578.716.96428.910.0-
2023/3150.4218.722.25426.9114.64426.910.0-
2023/2126.71-15.418.64276.510.88418.250.0-
2023/1149.785.665.07149.785.07414.150.0-
2022/12141.7615.62-16.21507.218.54389.410.0-
2022/11122.6-1.95-20.221365.4511.98367.70.0-
2022/10125.054.16-16.321242.8516.62372.660.0-
2022/9120.04-5.89-7.981117.822.0376.970.0-
2022/8127.56-1.3914.19997.7626.97380.350.0-
2022/7129.364.8124.52870.1929.09375.410.0-
2022/6123.420.6433.99740.8329.92368.450.0-
2022/5122.630.1834.13617.4129.14368.060.0-
2022/4122.4-0.5112.56494.7827.96352.230.0-
2022/3123.0315.1918.0372.3833.99372.380.0-
2022/2106.8-25.0728.12249.3543.58418.530.0-
2022/1142.55-15.7457.86142.5557.86465.420.0貨運需求強勁帶動下,運價持續維持高檔,故營業收入增加。
2021/12169.1810.0863.411388.5520.24472.320.0貨運需求強勁帶動下,運價持續維持高檔,整體貨收上升致本月與去年同期相比營收增幅百分比達50%以上。
2021/11153.692.8352.841219.3715.99433.60.0因為進入貨運市場傳統旺季,運價持續維持高檔,整體貨收上升致本月與去年同期相比營收增幅百分比達50%以上。
2021/10149.4514.5554.821065.6812.09391.620.0因為進入貨運市場傳統旺季,運價持續維持高檔,整體貨收上升致本月與去年同期相比營收增幅百分比達50%以上。
2021/9130.4616.7847.35916.237.26346.050.0-
2021/8111.717.5223.68785.772.63307.690.0-
2021/7103.8812.7820.33674.06-0.18287.410.0-
2021/692.110.7513.61570.18-3.19292.260.0-
2021/591.42-15.92-9.44478.07-5.87304.420.0-
2021/4108.744.2930.65386.65-4.98296.360.0-
2021/3104.2625.0726.18277.92-14.15277.920.0-
2021/283.36-7.68-10.77173.65-27.97277.180.0-
2021/190.3-12.78-38.8590.3-38.85294.370.0-
2020/12103.532.96-27.81154.75-31.42300.610.0-
2020/11100.554.16-25.311051.23-31.76285.620.0-
2020/1096.539.03-32.47950.68-32.37275.380.0-
2020/988.53-1.96-31.35854.14-32.36265.170.0-
2020/890.314.61-39.67765.61-32.48257.710.0-
2020/786.336.48-44.04675.3-31.38268.350.0-
2020/681.07-19.69-44.1588.97-29.03265.240.3-
2020/5100.9521.29-26.53507.9-25.84266.80.3-
2020/483.220.72-41.7406.95-25.67259.270.3-
2020/382.63-11.55-39.96323.73-20.01323.730.25-
2020/293.42-36.74-24.86241.1-9.74384.50.21-
2020/1147.682.983.42147.683.42425.710.19-
2019/12143.46.51-5.971683.91-1.440.0N/A-
2019/11134.63-5.82-7.041540.51-0.990.0N/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)60290.551.11136.171.26173.911848.1722.6212.8970.955.50221.644.04171.14101.57292.9293.05249.6868.19138.43
2022 (9)59966.770.47-69.480.46-78.91507.228.567.54-55.171.71-84.141.49-76.925.85-82.7326.61-76.0928.6-69.51
2021 (8)56163.641.545033.332.18344.91388.4120.4716.8289.6310.78467.376.450149.68585.35111.27093.86600.0
2020 (7)54190.020.0300.4988.461152.51-31.588.87-10.491.9020.25-0.24021.84-18.08-6.5401.40
2019 (6)5418-0.66-0.2200.26-42.221684.44-1.339.91-1.691.58-33.05-0.40026.66-33.71-0.970-12.00
2018 (5)5454-0.260.32-17.950.45-63.711707.129.3510.08-28.362.36-58.231.33-16.8840.22-54.4330.81-12.5717.9-18.93
2017 (4)54680.00.39290.01.24129.631561.2210.6614.0710.275.6574.381.60220.088.2693.3435.2487.4522.08286.01
2016 (3)54680.640.10-90.00.54-51.351410.79-2.7412.76-8.663.24-42.140.50-87.7845.65-43.8418.8-73.655.72-90.08
2015 (2)54334.51.0001.11382.611450.56-3.6713.9754.365.60235.334.09081.29222.7171.351870.9957.640
2014 (1)51990.04-0.1400.2301505.826.279.0501.670-0.40025.19246.973.620-7.490

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