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)2805-0.04-0.046.5759.47630.06.92145.392406.6712.34113.861914.71544.9342.79117.5548.8350.483010.1944.7357.09823.9133.8311.58232.65243.76124.1721482.46184.3159.31625.9242.9412.76228.7933.8311.58232.6540.48104.58586.69
24Q2 (19)28060.00.04.12149.7596.392.821028.0231.165.77249.7462.89381.6238.1855.9532.45160.641480.8528.49253.04506.4230.3281.01417.15108.74387.84733.68115.69150.25594.438.0871.3369.5430.3281.01417.1524.01184.63714.00
24Q1 (18)28060.00.01.65219.57320.00.25400.0124.511.65179.71320.0276.189.848.0612.45555.26276.358.07259.49164.4616.75208.63302.5422.29275.1169.6846.23219.24318.2722.23205.51331.816.75208.63302.545.11-16.88258.33
23Q4 (17)28060.00.0-1.38-253.33-13700.00.05116.67162.5-2.07-204.41-106.24251.440.38-36.371.9021.02-86.89-5.06-1000.0-143.85-15.42-251.62-13918.18-12.73-1016.67-127.91-38.77-252.7-9592.5-21.07-261.33-275.0-15.42-251.62-13918.181.37-22.45101.36
23Q3 (16)28060.00.00.90208.43-88.71-0.3086.05-104.35-0.6857.23-102.05250.482.36-60.741.57166.81-96.33-0.4693.44-101.1710.17206.38-70.99-1.1493.36-100.4525.39208.5-88.6413.0661.04-70.4410.17206.38-70.99-0.9598.88-12.37
23Q2 (15)28060.00.0-0.83-10.67-107.73-2.15-110.78-120.87-1.59-112.0-106.31244.7-4.26-67.43-2.3566.71-104.23-7.0144.01-113.39-9.56-15.6-123.8-17.1646.36-104.36-23.4-10.48-107.768.11184.57-84.98-9.56-15.6-123.8-19.79-3705.34-642.89
23Q1 (14)28060.015.0-0.75-7400.0-104.51-1.02-1175.0-107.33-0.75-102.26-104.51255.58-35.33-68.25-7.06-148.72-111.0-12.52-208.49-120.63-8.27-7418.18-116.39-31.99-170.14-106.55-21.18-5195.0-105.22-9.59-179.65-115.3-8.27-7418.18-116.39-36.70-3750.07-638.08
22Q4 (13)28060.015.0-0.01-100.13-100.07-0.08-101.16-100.6633.17-0.03-21.68395.19-38.06-44.0614.49-66.15-77.5611.54-70.75-81.49-0.11-100.31-100.2345.61-81.88-89.65-0.4-100.18-100.1212.04-72.75-80.78-0.11-100.31-100.23-26.57-62.96-67.13
22Q3 (12)28060.015.07.97-25.79-45.36.89-33.11-45.5833.1831.6116.95638.06-15.07-9.7942.81-22.95-33.0439.45-24.64-35.7535.06-12.7-30.24251.7-35.99-42.04223.58-25.82-37.144.18-18.2-28.135.06-12.7-30.24-10.88-30.62-29.53
22Q2 (11)280615.026.5110.74-35.4625.4710.30-25.9555.8225.2151.565.96751.26-6.6856.4655.56-13.48.0952.35-13.7610.0740.16-20.431.52393.25-19.5372.21301.42-25.7858.6854.01-13.8211.3640.16-20.431.523.63-8.21-5.40
22Q1 (10)24400.010.0116.6419.03151.3613.9115.15176.5416.64-60.71151.36805.0313.95108.4764.16-0.6229.4160.70-2.6633.250.474.5631.88488.6810.93177.71406.1219.07176.4262.670.0333.0950.474.5631.886.927.495.29
21Q4 (9)24400.010.0113.98-4.05299.4312.08-4.58389.0742.3549.28730.39706.45-0.12152.7964.560.9975.4862.361.56103.0648.27-3.9673.7440.521.43413.31341.08-4.05339.4262.651.9586.0248.27-3.9673.723.5933.0843.48
21Q3 (8)244010.0110.0114.5770.211698.7712.6691.532593.6228.3786.771673.12707.2747.3259.763.9324.38322.5461.4029.1523.9850.2627.05445.12434.390.192143.29355.4787.141879.2361.4526.7402.0450.2627.05445.1235.8249.7661.47
21Q2 (7)22180.00.648.5629.311026.326.6131.411788.5715.19129.461822.78480.1724.34195.2551.403.67214.9547.564.37367.1939.563.37281.49228.3529.771279.76189.9529.291034.0348.502.99237.7439.563.37281.4931.2659.2367.53
21Q1 (6)22180.00.06.6289.1416450.05.03103.642295.246.6229.816450.0386.1638.18114.4549.5834.76434.2745.5748.391244.2538.2737.717259.62175.97105.052784.75146.9289.2817601.247.0939.828620.3738.2737.717259.6240.15210.62264.58
20Q4 (5)22180.00.03.50332.1560.382.47425.53850.05.10218.75216.77279.4642.1248.0436.79143.16251.0530.71212.09601.1427.79201.41350.4185.82343.29936.4777.62332.18556.1333.68175.16401.9427.79201.41350.41--0.00
20Q3 (4)22180.640.00.816.580.00.4734.290.01.60102.530.0196.6320.910.015.13-7.290.09.84-3.340.09.22-11.090.019.3616.980.017.967.220.012.24-14.760.09.22-11.090.0--0.00
20Q2 (3)2204-0.630.00.761800.00.00.3566.670.00.791875.00.0162.63-9.690.016.3275.860.010.18200.290.010.371894.230.016.55171.310.016.751918.070.014.362559.260.010.371894.230.0--0.00
20Q1 (2)22180.00.00.04-92.450.00.21-19.230.00.04-97.520.0180.07-4.610.09.28-11.450.03.39-22.60.00.52-91.570.06.1-26.330.00.83-92.980.00.54-91.950.00.52-91.570.0--0.00
19Q4 (1)22180.00.00.530.00.00.260.00.01.610.00.0188.770.00.010.480.00.04.380.00.06.170.00.08.280.00.011.830.00.06.710.00.06.170.00.0--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)
2024/11134.24-2.5755.771474.7760.53421.7N/A運價較去年同期上漲
2024/10137.79-7.9368.641340.5261.03481.51N/A運價較去年同期上漲
2024/9149.66-22.8781.571202.660.18544.80.0運價較去年同期上漲
2024/8194.06-3.49126.441052.9457.54561.20.0運價上漲
2024/7201.0821.08144.16858.8847.41481.680.0運價上漲
2024/6166.0644.98103.33657.8531.49381.680.0運價上漲
2024/5114.5413.3140.14491.7917.48310.630.0-
2024/4101.086.3924.31377.2611.98284.730.0-
2024/395.017.188.57276.188.05276.180.0-
2024/288.64-4.1921.23181.177.79264.730.0-
2024/192.5210.72-2.5692.52-2.56262.260.0-
2023/1283.56-3.04-27.61002.2-61.29251.450.0運價下跌
2023/1186.185.47-33.64918.64-62.86250.310.0運價下跌
2023/1081.71-0.87-45.48832.46-64.48249.830.0運價下跌
2023/982.42-3.81-55.65750.76-65.78250.480.0運價下跌
2023/885.74.06-59.79668.33-66.72249.720.0運價下跌
2023/782.350.84-65.54582.63-67.54245.750.0運價下跌
2023/681.67-0.07-67.72500.28-67.85244.70.0運價下跌
2023/581.730.51-67.41418.61-67.87250.580.0運價下跌
2023/481.31-7.12-67.14336.89-67.99241.970.0運價下跌
2023/387.5519.73-63.99255.62-68.24255.620.0運價下跌
2023/273.12-22.99-69.12168.07-70.08282.650.0運價下跌
2023/194.96-17.12-70.7994.96-70.79339.420.0運價下跌
2022/12114.58-11.78-50.72588.6913.53394.340.0運價下跌
2022/11129.89-13.33-43.272474.120.82465.930.0-
2022/10149.87-19.49-38.832344.2228.89549.190.0-
2022/9186.17-12.65-27.742194.6339.46638.350.0-
2022/8213.15-10.82-13.572008.4652.62705.180.0運價上漲
2022/7239.03-5.5217.741795.3167.89742.810.0運價上漲
2022/6253.010.8841.451556.2779.63751.250.0運價上漲
2022/5250.781.3465.081303.2789.57741.370.0運價上漲
2022/4247.461.7865.641052.4996.52727.380.0運價上漲
2022/3243.132.6789.82805.03108.46805.030.0運價上漲
2022/2236.79-27.1693.07561.9117.71794.430.0運價上漲
2022/1325.1139.81140.02325.11140.02786.60.0運價上漲
2021/12232.531.55107.162280.15178.47706.540.0運價上漲
2021/11228.97-6.56161.632047.62189.8731.660.0運價上漲
2021/10245.05-4.88207.421818.65193.78749.320.0運價上漲
2021/9257.644.46264.761573.61191.76707.270.0運價上漲
2021/8246.6321.49278.061315.97180.76628.690.0運價上漲
2021/7203.013.37234.071069.33165.03533.970.0運價上漲及貨量增加
2021/6179.0517.86217.26866.52152.84480.360.0運價上漲及貨量增加
2021/5151.911.68188.62687.47140.14429.890.0運價上漲及貨量增加
2021/4149.3916.18178.9535.55129.22400.610.0運價上漲及貨量增加
2021/3128.594.84100.68386.67114.72386.670.0貨量增加及運價上漲
2021/2122.64-9.45144.65258.09122.49374.170.0運價上漲及貨量增加
2021/1135.4516.67105.62135.45105.62339.050.0運價上漲及貨量增加
2020/12116.0932.6475.7822.6512.76283.310.0運價上漲及貨量增加
2020/1187.519.7840.99706.566.49237.850.0-
2020/1079.7112.8531.45619.052.93215.570.0-
2020/970.638.2719.58539.33-0.25196.630.0-
2020/865.237.355.86468.71-2.69182.430.0-
2020/760.777.68-3.99403.47-3.94169.830.0-
2020/656.437.21-10.09342.7-3.94162.630.08-
2020/552.63-1.73-13.57286.27-2.62170.270.08-
2020/453.56-16.39-10.94233.640.23167.760.08-
2020/364.0727.814.61180.074.11180.070.0-
2020/250.13-23.89-1.44116.03.84182.070.0-
2020/165.87-0.38.2665.878.260.0N/A-
2019/1266.076.448.13729.529.240.0N/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)28060.0-2.070-3.4201002.2-61.3-1.500-6.290-5.770-63.030-24.950-57.960
2022 (9)280615.033.05-21.8131.02-14.762589.5313.5748.82-17.3445.54-18.8235.96-20.721179.23-7.811239.79-4.04930.72-9.94
2021 (8)244010.0142.27730.4536.39936.752280.05178.4659.06175.0856.10259.3945.36227.041279.14900.741291.95806.631033.43813.17
2020 (7)22180.05.09216.153.51423.88818.812.2421.47116.6515.61299.2313.87181.91127.82348.33142.5212.84113.17216.65
2019 (6)22180.01.61222.00.67458.33729.519.249.9132.313.91164.194.92189.4128.51188.2745.55156.3335.74219.68
2018 (5)22180.00.50-56.140.12-86.81667.799.897.49-36.041.48-71.371.70-59.629.89-68.5217.77-43.0311.18-56.02
2017 (4)22180.01.14123.530.9168.52607.75.9611.7116.635.1758.14.21110.531.4267.6631.19107.9325.42122.59
2016 (3)22180.00.51-71.190.54-34.15573.51-10.1910.04-20.03.27-48.012.00-67.5318.74-53.3715.0-73.5111.42-71.04
2015 (2)22180.01.77-25.320.82-43.45638.59-4.6512.55-8.066.29-22.066.16-22.4240.19-25.6456.62-13.9439.43-24.95
2014 (1)22180.02.37146.881.45119.7669.7412.213.6508.0707.94054.05142.765.79162.6352.54146.78

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