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)155-0.64-0.640.80-32.77-20.00.8345.6127.692.9337.561.0311.690.7819.4130.182.760.5715.210.03.3310.81-32.86-32.141.781.1423.611.24-32.97-20.014.84-36.82-27.1810.81-32.86-32.146.86-3.0929.80
24Q2 (19)1560.00.01.1926.613.330.5714.0-19.722.13126.611.5211.612.953.4829.377.7-5.5315.2121.0-14.5516.1011.889.451.7636.43-12.01.8526.7112.823.4922.033.8916.1011.889.457.2142.96-11.36
24Q1 (18)1560.00.00.9459.3210.590.50-36.71-41.180.94-73.0710.5910.271.48-2.9327.27-9.22-13.9712.57-17.08-30.7814.3955.5713.041.29-15.69-32.811.4658.79.7719.2558.444.914.3955.5713.042.429.16-7.59
23Q4 (17)1560.00.00.59-41.0-15.710.7921.54-21.783.4920.34-39.310.123.37-8.4230.040.1-4.315.162.99-17.029.25-41.93-6.851.536.25-24.260.92-40.65-14.8112.15-40.38-11.969.25-41.93-6.85-4.65-22.886.54
23Q3 (16)1560.00.01.00-4.76-41.860.65-8.45-29.352.9051.83-42.699.79-12.67-22.4930.01-3.47-2.6314.72-17.3-19.1715.938.29-24.931.44-28.0-37.391.55-5.49-41.9520.38-9.86-27.4215.938.29-24.93-3.369.39-12.46
23Q2 (15)1560.00.01.0523.53-40.00.71-16.47-31.731.91124.71-42.8111.215.95-13.0331.09-1.92-11.2517.80-1.98-20.8214.7115.55-30.812.04.17-31.031.6423.31-39.9322.6123.22-27.4614.7115.55-30.810.8522.48-16.16
23Q1 (14)1560.00.00.8521.43-46.540.85-15.84-19.810.85-85.22-46.5410.58-4.25-10.9431.700.99-9.7918.16-0.6-17.5312.7328.2-39.51.92-4.95-26.721.3323.15-46.1518.3532.97-36.4612.7328.2-39.5-8.38-18.93-3.03
22Q4 (13)1560.00.00.70-59.3-51.391.019.78-30.825.7513.6415.4611.05-12.51-16.7331.391.85-11.3818.270.33-20.159.93-53.2-41.762.02-12.17-33.551.08-59.55-51.7913.80-50.85-39.079.93-53.2-41.76-7.26-30.50-0.88
22Q3 (12)1560.00.01.72-1.7135.430.92-11.54-26.45.0651.542.9412.63-2.024.3830.82-12.02-14.218.21-18.99-24.7221.22-0.1928.842.3-20.69-21.52.67-2.234.8528.08-9.9114.3821.22-0.1928.843.244.18-6.71
22Q2 (11)1560.00.01.7510.0663.551.04-1.89-28.283.34110.0647.1412.898.58.0535.03-0.31-2.2322.482.09-8.1721.261.0551.12.910.69-0.682.7310.5364.4631.177.9359.4421.261.0551.1-0.9910.24-14.64
22Q1 (10)1560.00.01.5910.4232.51.06-27.43.921.59-68.0732.511.88-10.4711.8635.14-0.791.3622.02-3.760.5521.0423.417.482.62-13.8212.452.4710.2732.0928.8827.5117.421.0423.417.48-0.4011.91-5.30
21Q4 (9)1560.00.01.4413.39182.351.4616.837.744.9840.68114.6613.279.6733.535.42-1.397.522.88-5.4211.7217.053.52106.423.043.7549.752.2413.13180.022.65-7.7488.7517.053.52106.425.5416.041.51
21Q3 (8)1560.00.01.2718.69170.211.25-13.7986.573.5455.9595.5812.11.4244.7435.920.2515.1324.19-1.1842.7116.4717.0684.642.930.34106.341.9819.28167.5724.5525.5884.3116.4717.0684.646.883.9314.18
21Q2 (7)1560.00.651.07-10.83132.611.4542.16107.142.2789.1770.6811.9312.3440.6835.833.3513.3924.4811.7833.2614.07-21.4464.182.9225.3287.181.66-11.23133.819.55-20.5341.2614.07-21.4464.189.5962.2319.19
21Q1 (6)1560.00.01.20135.2937.931.02-3.7750.01.20-48.2837.9310.626.8450.4234.675.2212.221.906.9362.9517.91116.83-8.252.3314.78145.261.87133.7537.524.60105.037.5817.91116.83-8.2512.8771.9027.22
20Q4 (5)1560.00.00.518.510.01.0658.2124.712.3228.18-14.399.9418.96.4232.955.611.2320.4820.8311.498.26-7.4-4.42.0342.9618.020.88.111.2712.00-9.91-5.148.26-7.4-4.4--0.00
20Q3 (4)1560.650.00.472.170.00.67-4.290.01.8136.090.08.36-1.420.031.20-1.270.016.95-7.730.08.924.080.01.42-8.970.00.744.230.013.32-3.760.08.924.080.0--0.00
20Q2 (3)155-0.640.00.46-47.130.00.702.940.01.3352.870.08.4820.110.031.602.270.018.3736.680.08.57-56.10.01.5664.210.00.71-47.790.013.84-22.60.08.57-56.10.0--0.00
20Q1 (2)1560.00.00.8770.590.00.68-20.00.00.87-67.90.07.06-24.410.030.90-5.070.013.44-26.840.019.52125.930.00.95-44.770.01.3672.150.017.8841.340.019.52125.930.0--0.00
19Q4 (1)1560.00.00.510.00.00.850.00.02.710.00.09.340.00.032.550.00.018.370.00.08.640.00.01.720.00.00.790.00.012.650.00.08.640.00.0--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)
2024/104.046.3321.5737.67.7211.87N/A0.454.58-
2024/93.8-5.4213.5633.566.2611.691.610.324.14-
2024/84.023.9924.129.755.411.881.580.193.82-
2024/73.87-3.2720.8225.732.9711.691.610.613.63-
2024/64.04.453.8821.870.3511.61.520.883.02-
2024/53.831.30.0317.87-0.411.461.540.392.15-
2024/43.78-2.086.914.04-0.5210.691.650.491.76-
2024/33.8626.32-1.4510.27-3.010.271.530.481.27-
2024/23.05-8.88-8.996.41-3.919.861.590.310.79-
2024/13.35-2.921.243.351.2410.141.550.480.48-
2023/123.453.415.6641.7-13.9410.121.410.324.95-
2023/113.340.4-16.8138.24-15.3610.011.430.114.63-
2023/103.33-0.67-11.7734.9-15.229.911.440.374.52-
2023/93.353.35-28.5631.58-15.579.791.480.464.15-
2023/83.241.25-12.428.23-13.7110.291.410.433.69-
2023/73.2-16.83-24.6724.99-13.8710.871.340.393.27-
2023/63.850.57-12.7121.79-12.0211.211.360.692.88-
2023/53.838.26-15.2517.94-11.8711.271.360.42.19-
2023/43.53-9.74-10.8514.12-10.9110.811.410.541.78-
2023/33.9216.64-3.4410.58-10.9310.581.470.571.23-
2023/23.361.36-4.896.67-14.819.941.570.570.67-
2023/13.311.3-22.953.31-22.9510.591.470.10.1-
2022/123.27-18.57-31.548.461.1111.051.60.348.04-
2022/114.016.49-5.0545.194.7112.471.420.017.7-
2022/103.77-19.58-11.7841.175.7712.161.450.637.69-
2022/94.6926.739.7137.47.9412.631.580.97.06-
2022/83.7-12.93-3.5332.727.6912.361.620.666.16-
2022/74.25-3.626.2729.029.3113.171.520.725.5-
2022/64.41-2.3512.1624.779.8512.891.671.144.78-
2022/54.5113.8811.0120.369.3612.531.720.453.64-
2022/43.96-2.240.7615.858.911.551.870.993.19-
2022/34.0514.894.3211.8811.9211.881.930.932.21-
2022/23.53-17.8723.677.8316.3112.61.820.611.28-
2022/14.3-9.9310.94.310.913.31.730.670.67-
2021/124.7712.8628.5147.9241.6613.271.70.677.02-
2021/114.23-1.0532.3443.1543.2812.771.770.596.35-
2021/104.270.0841.1438.9244.5712.381.830.675.76-
2021/94.2711.3550.3534.6545.012.11.680.725.1疫情影響
2021/83.83-4.0832.0930.3844.2811.761.730.474.38-
2021/74.01.7152.7326.5446.2211.991.70.743.91因去年度受疫情影響
2021/63.93-3.3547.6422.5545.1311.931.360.773.17-
2021/54.073.3741.8518.6244.6111.891.360.512.4-
2021/43.931.233.3614.5545.410.671.520.221.9-
2021/33.8936.233.2110.6250.4310.621.320.711.67109年因新冠肺炎影響
2021/22.85-26.3550.576.7362.5710.431.340.470.96109年因新冠肺炎影響
2021/13.884.6872.73.8872.710.771.30.490.49109年1月適逢農曆春節
2020/123.715.8612.8333.82-3.449.921.260.313.06-
2020/113.195.529.930.12-5.129.061.380.342.75-
2020/103.036.63-4.0826.92-6.648.771.430.132.41-
2020/92.84-2.19-9.2723.89-6.968.361.470.212.27-
2020/82.910.93.4821.05-6.648.181.50.352.06-
2020/72.62-1.68-9.5518.15-8.078.151.50.151.71-
2020/62.66-7.14-8.7315.53-7.828.481.520.11.57-
2020/52.87-2.81-1.8312.87-7.638.731.470.471.47-
2020/42.951.1212.9910.01-9.177.761.660.191.0-
2020/32.9253.91-13.897.06-16.067.061.770.320.81-
2020/21.9-15.53-8.184.14-17.537.421.680.180.48-
2020/12.24-31.6-24.062.24-24.068.431.480.30.3-
2019/123.2812.862.2335.02-0.910.0N/A0.193.73-
2019/112.91-7.91.7231.74-1.220.0N/A0.413.54-
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)1560.03.48-39.272.98-26.2441.7-13.9530.74-7.2116.53-18.5313.17-29.236.89-29.917.7-38.55.43-39.33
2022 (9)1560.05.7315.294.04-22.1648.461.1333.13-6.6220.29-13.2518.6113.829.83-12.3112.5214.658.9515.48
2021 (8)1560.04.97114.225.1966.3547.9241.6535.4811.7523.3932.8216.3550.6911.2188.0910.92130.387.75114.68
2020 (7)1560.02.32-14.393.1214.7133.83-3.431.750.2517.616.7310.85-11.435.963.114.74-18.133.61-14.45
2019 (6)1560.02.71-11.732.727.9435.02-0.9331.67-4.7516.50-11.0512.25-10.785.78-11.895.79-22.284.22-11.9
2018 (5)1560.03.07-3.762.52-19.2335.356.833.25-8.0218.55-11.8313.73-9.916.56-5.887.454.784.79-3.82
2017 (4)1560.03.1928.113.1222.8333.110.8136.151.2621.0410.9715.2416.076.9722.937.1126.514.9828.35
2016 (3)1561.32.492.892.5420.3829.870.9535.7012.8318.9620.8413.132.345.6722.25.629.133.882.65
2015 (2)1542.672.42-3.592.114.4629.59-3.2131.647.5115.693.6312.830.164.640.225.15-4.283.78-2.58
2014 (1)1507.912.5121.842.0218.1330.579.8529.43015.14012.8104.6323.145.3827.193.8824.36

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