. 愛玩股

   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)550.01.851.31-24.28-18.631.621.2545.954.9535.6224.378.680.238.9126.25-6.914.2512.28-6.1933.198.22-24.45-24.311.07-5.3144.590.71-24.47-18.3910.25-25.35-18.268.22-24.45-24.311.97-17.09-5.89
24Q2 (19)551.853.771.73-9.958.721.60-13.0449.533.6590.154.668.663.7121.4628.200.1813.6213.09-10.132.8910.88-12.6834.651.13-7.3861.430.94-9.6262.0713.73-7.8541.5510.88-12.6834.650.18-1.91-5.41
24Q1 (18)541.891.891.926.0851.181.842.2229.581.92-66.7251.188.35-3.3619.9728.15-1.193.9114.5613.7513.8412.4611.5529.661.229.9137.081.047.2255.2214.9019.0133.0412.4611.5529.662.539.2532.19
23Q4 (17)53-1.850.01.8112.4238.171.8062.16181.255.7744.97102.468.648.4126.528.4913.157.5512.8038.8371.1211.172.8510.811.1150.0117.650.9711.4940.5812.52-0.16-0.0811.172.8510.8110.0930.0732.95
23Q3 (16)541.891.891.6147.7154.811.113.7430.593.9868.64158.447.9711.7835.5425.181.451.09.22-6.411.3510.8634.4116.40.745.7151.020.8750.058.1812.5429.2830.0810.8634.4116.47.1116.77-10.45
23Q2 (15)530.00.01.09-14.1715.961.07-24.6520.222.3685.83372.07.132.4443.4624.82-8.3812.469.85-22.9992.018.08-15.92-19.040.7-21.35180.00.58-13.4316.09.70-13.3984.418.08-15.92-19.042.17-8.6148.61
23Q1 (14)530.00.01.27-3.05388.641.42121.873450.01.27-55.44388.646.961.963.7627.092.2754.6212.7970.993356.769.61-4.66274.730.8974.514350.00.67-2.9391.311.20-10.61303.649.61-4.66274.739.0311.4648.58
22Q4 (13)530.00.01.3125.961210.00.64-24.711500.02.8585.06254.896.8316.1660.7126.496.2629.987.48-9.661068.7510.088.04747.060.514.081600.00.6925.451280.012.5329.98902.410.088.04747.0617.2318.30-14.60
22Q3 (12)530.00.01.0410.64267.740.85-4.49260.381.54208.0179.795.8818.3163.7924.9312.96145.378.2861.4192.319.33-6.51202.080.4996.0253.120.5510.0266.679.6483.27195.459.33-6.51202.0817.62162.141060.26
22Q2 (11)530.00.00.94313.64211.90.892125.0197.80.50213.64138.174.9716.9459.8122.0725.97628.385.131286.49128.729.98281.45169.990.251150.0144.640.5317.39213.645.26195.64132.839.98281.45169.998.47-113.181062.50
22Q1 (10)530.00.0-0.44-540.06.380.040.0106.67-0.4476.096.384.250.028.0117.52-14.0372.610.37-42.19103.81-5.50-562.1825.880.02-33.33106.25-0.23-560.08.0-5.50-540.025.88-5.50-562.1825.889.19-211.9453.77
21Q4 (9)530.00.00.10116.13131.250.04107.55106.67-1.844.66-261.44.2518.3823.5520.38100.5965.420.64107.13107.171.19113.02124.590.03109.38109.680.05115.15129.411.25112.38128.471.19113.02124.5916.9171.1674.66
21Q3 (8)530.00.0-0.6226.19-181.82-0.5341.76-47.22-1.93-47.33-233.13.5915.4314.3310.16235.3163.61-8.9749.788.28-9.1435.9-144.39-0.3242.86-3.23-0.3325.0-175.0-10.1036.95-40.86-9.1435.9-144.394.55-26.27-4.96
21Q2 (7)530.00.0-0.84-78.72-411.11-0.91-51.67-352.78-1.31-178.72-177.983.11-6.33-20.663.03-70.15-84.04-17.86-84.12-919.27-14.26-92.18-490.68-0.56-75.0-722.22-0.44-76.0-414.29-16.02-115.9-2388.57-14.26-92.18-490.68-4.91-62.80-25.84
21Q1 (6)530.00.0-0.47-46.87-133.57-0.600.0-144.12-0.47-141.23-133.573.32-3.49-49.2410.15-17.61-65.01-9.70-8.62-173.26-7.42-53.31-165.66-0.32-3.23-136.78-0.25-47.06-133.78-7.42-69.02-156.43-7.42-53.31-165.663.03-46.16-33.34
20Q4 (5)530.00.0-0.32-45.45-121.05-0.60-66.67-136.591.14-21.38-82.883.449.55-51.4812.3298.39-57.53-8.938.69-158.06-4.84-29.41-142.87-0.310.0-128.44-0.17-41.67-121.25-4.3938.77-131.38-4.84-29.41-142.87--0.00
20Q3 (4)530.00.0-0.22-181.480.0-0.36-200.00.01.45-13.690.03.14-19.90.06.21-67.30.0-9.78-548.620.0-3.74-202.470.0-0.31-444.440.0-0.12-185.710.0-7.17-1124.290.0-3.74-202.470.0--0.00
20Q2 (3)530.00.00.27-80.710.00.36-73.530.01.6820.00.03.92-40.060.018.99-34.540.02.18-83.530.03.65-67.70.00.09-89.660.00.14-81.080.00.70-94.680.03.65-67.70.0--0.00
20Q1 (2)530.00.01.40-7.890.01.36-17.070.01.40-78.980.06.54-7.760.029.010.00.013.24-13.910.011.300.090.00.87-20.180.00.74-7.50.013.15-6.00.011.300.090.0--0.00
19Q4 (1)530.00.01.520.00.01.640.00.06.660.00.07.090.00.029.010.00.015.380.00.011.290.00.01.090.00.00.80.00.013.990.00.011.290.00.0--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)
2024/102.871.153.4228.5714.988.5N/A-
2024/92.841.8213.4225.716.438.682.04-
2024/82.79-8.56-0.5222.8616.828.622.06-
2024/73.059.8314.5620.0719.728.762.02-
2024/62.78-5.3112.3517.0120.78.661.87-
2024/52.93-0.5525.2714.2422.478.891.82-
2024/42.95-1.7627.411.321.778.431.92-
2024/33.021.4714.128.3519.898.351.77-
2024/22.47-13.979.465.3523.48.411.75-
2024/12.87-6.1138.582.8738.588.731.69-
2023/123.069.4220.5830.7140.028.641.35-
2023/112.80.730.4927.6442.568.081.45-
2023/102.7810.9329.6324.8544.078.091.45-
2023/92.5-10.726.522.0746.127.971.35-
2023/82.85.334.0619.5649.087.941.35-
2023/72.667.746.8916.7651.927.481.44主要係客戶需求增加所致
2023/62.475.5637.0114.152.917.131.33主要係客戶需求增加所致
2023/52.341.1420.1611.6256.787.291.3主要係客戶需求增加所致
2023/42.32-12.090.29.2869.857.211.32主要係客戶需求增加所致
2023/32.6316.578.796.9664.026.961.2主要係客戶需求增加所致
2023/22.268.9167.284.3356.186.871.21主要係客戶需求增加所致
2023/12.07-18.345.652.0745.656.761.23-
2022/122.5418.4144.5821.9353.756.831.1主要係客戶需求增加所致
2022/112.140.0388.4519.3955.046.271.2主要係客戶需求增加所致
2022/102.148.2558.3317.2551.76.221.21主要係客戶需求增加所致
2022/91.98-5.3648.9715.150.85.881.14主要係客戶需求增加所致
2022/82.0915.3876.6713.1251.085.711.18主要係客戶需求增加所致
2022/71.810.4669.0311.0347.045.571.21主要係客戶需求增加所致
2022/61.8-7.4158.349.2243.384.971.23主要係客戶需求增加所致
2022/51.9560.181.497.4140.154.641.32主要係客戶需求增加及子公司蘇州豐航精密金屬有限公司受上海與昆山封城停工影響而遞延出貨所致
2022/41.22-17.2835.75.4629.624.041.51-
2022/31.479.015.994.2527.974.251.43-
2022/21.35-5.1635.42.7735.394.531.34-
2022/11.42-18.9135.391.4235.394.321.41-
2021/121.7654.349.9714.26-16.34.251.39-
2021/111.14-15.9410.9312.51-19.023.821.55-
2021/101.351.8565.0211.37-21.153.871.53客戶需求增加
2021/91.3312.2355.8710.01-26.343.591.46客戶需求增加
2021/81.1810.390.518.69-31.853.41.55-
2021/71.07-5.88-3.147.5-35.143.291.6-
2021/61.146.11-12.676.43-38.533.111.62-
2021/51.0719.7-7.235.29-42.223.241.56-
2021/40.9-29.29-38.534.22-47.283.161.59-
2021/31.2727.24-41.173.32-49.243.321.43-
2021/21.0-5.17-53.462.05-53.213.651.31因受新冠肺炎疫情影響
2021/11.05-34.13-52.961.05-52.963.671.3因受新冠肺炎疫情影響
2020/121.655.68-30.1317.04-39.493.441.49-
2020/111.0325.03-56.4115.44-40.312.71.9因受新冠肺炎疫情影響
2020/100.82-3.79-66.5714.42-38.72.851.8因受新冠肺炎疫情影響
2020/90.85-27.62-66.6613.6-35.463.141.96因受新冠肺炎疫情影響
2020/81.186.36-52.2912.75-31.153.591.71因受新冠肺炎疫情影響
2020/71.11-15.14-56.4711.57-27.893.571.72因受新冠肺炎疫情影響
2020/61.3112.72-44.3410.46-22.513.921.78-
2020/51.16-20.67-54.69.15-17.914.771.46因受新冠肺炎疫情影響
2020/41.46-32.33-35.168.0-7.045.761.21-
2020/32.160.653.816.542.926.541.03-
2020/22.14-4.151.234.382.496.661.01-
2020/12.24-2.153.732.243.736.870.98-
2019/122.29-2.86-1.3328.1623.540.0N/A-
2019/112.35-4.110.0225.8826.360.0N/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)530.05.6698.65.38124.1730.7140.0426.4613.4211.1893.4310.0246.493.43170.083.55144.833.08105.33
2022 (9)530.02.8502.40021.9353.7923.33100.265.7806.8401.2701.4501.50
2021 (8)530.0-1.840-1.98014.26-16.3111.65-39.1-8.220-6.780-1.170-1.050-0.970
2020 (7)530.01.14-82.880.78-88.3117.04-39.4919.13-36.511.97-88.283.51-71.830.34-92.810.51-88.860.6-82.91
2019 (6)530.06.6616.646.6733.428.1623.5630.13-2.5216.815.6612.46-5.684.7330.34.5818.043.5116.61
2018 (5)530.05.7162.685.0038.8922.7930.3830.9110.0815.9112.7613.2124.743.6346.963.8865.813.0162.7
2017 (4)530.03.51-16.433.60-12.4117.486.7228.08-13.2814.11-16.4110.59-21.612.47-10.832.34-13.971.85-16.29
2016 (3)530.04.20-7.084.11-6.5916.386.1632.38-5.6516.88-7.113.51-12.52.77-1.072.72-1.452.21-7.14
2015 (2)5326.194.5204.4043.3215.4312.0634.320.9118.1720.0115.4402.834.622.7602.380
2014 (1)420.0-1.3203.0745.513.7729.4234.01015.140-4.0502.0844.44-0.160-0.560

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