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)6130.160.991.85-2.122.211.7110.3216.335.5550.016.691.365.571.1132.04-1.998.9814.90-1.599.7212.85-8.870.013.623.9711.011.35-1.733.0915.88-9.360.4412.85-8.870.02.491.157.18
24Q2 (19)6120.160.821.894.4212.51.554.0355.03.70104.4225.4286.54-0.590.332.697.2218.5715.146.3941.514.104.3713.4413.15.7341.7711.554.6213.2417.526.713.6914.104.3713.44-1.7916.3917.36
24Q1 (18)6110.661.161.8128.3742.521.4930.758.511.81-70.6642.5287.05-3.06.7430.493.8820.3214.2322.5749.9513.5131.9336.8812.3918.9160.0811.0428.8244.1316.4222.5439.0313.5131.9336.88-1.843.134.12
23Q4 (17)6070.01.01.41-22.1-19.891.14-22.45-21.386.1729.6244.589.74-0.696.9429.35-0.174.6311.61-14.51-9.0810.24-20.31-21.6510.42-15.08-2.718.57-22.16-19.013.40-15.24-9.3410.24-20.31-21.652.02-7.1812.28
23Q3 (16)6070.01.01.817.7449.591.4747.053.124.7661.3689.6490.364.73-0.0429.406.6417.3713.5826.9245.0912.853.3850.4712.2732.7945.0411.017.9451.2415.812.644.9112.853.3850.475.2720.0126.69
23Q2 (15)6070.51.171.6832.28281.821.006.388.72.95132.28126.9286.285.815.2627.578.810.4110.7012.7536.4812.4325.94213.19.2419.3857.4110.233.16289.3115.4130.48303.412.4325.94213.11.492.22-14.40
23Q1 (14)6040.51.01.27-27.8447.670.94-35.1723.681.27-70.2647.6781.55-2.827.9125.34-9.667.979.49-25.6921.679.87-24.4844.727.74-27.7331.417.66-27.648.1611.81-20.0939.69.87-24.4844.72-5.008.817.93
22Q4 (13)6010.01.351.7645.4545.451.4551.0434.264.2770.12-40.6983.92-7.178.8728.0511.988.2612.7736.4320.0213.0753.0437.1510.7126.630.6110.5845.3347.5614.7835.4730.6813.0753.0437.156.80110.2227.70
22Q3 (12)6010.171.181.21175.015.240.964.3528.02.5193.08-58.2490.420.7621.1125.050.320.329.3619.3916.718.54115.113.898.4644.1241.477.28177.8616.2910.91185.66.448.54115.113.899.9163.0812.70
22Q2 (11)6000.331.350.44-48.84-89.270.9221.05468.01.3051.16-73.7974.86-0.94-2.3924.976.39-2.127.840.51-3.83.97-41.79-87.385.87-0.34-6.082.62-49.32-89.23.82-54.85-90.863.97-41.79-87.38-1.45-38.89-4.29
22Q1 (10)5980.841.360.86-28.931.180.76-29.630.00.86-88.061.1875.57-1.964.3423.47-9.42-2.827.80-26.69-0.646.82-28.44-1.595.89-28.173.75.17-27.892.588.46-25.20.716.82-28.44-1.590.66-6.847.19
21Q4 (9)593-0.171.371.2115.24-7.631.0844.0-5.267.2019.863.6477.083.27-0.5825.913.76-7.9210.6432.67-3.629.5315.94-3.938.237.12-4.217.1714.54-6.1511.3110.34-5.129.5315.94-3.930.30-29.57222.00
21Q3 (8)5940.341.541.05-74.39-6.250.75400.0-23.476.0121.1793.8774.64-2.675.3224.97-2.12-5.178.02-1.6-20.368.22-73.88-11.95.98-4.32-16.256.26-74.2-4.5710.25-75.47-5.888.22-73.88-11.91.60153.98133.56
21Q2 (7)5920.341.374.10382.35171.52-0.25-132.89-117.014.96483.53150.5176.695.883.6425.515.63-17.188.153.82-48.6131.47354.11153.596.2510.04-46.7624.26381.35175.0641.79397.5167.5431.47354.11153.59-0.35173.62-83.11
21Q1 (6)5900.851.20.85-35.1180.850.76-33.3380.950.85-80.6880.8572.43-6.5829.3624.15-14.18-6.797.85-28.8918.056.93-30.1421.155.68-33.6452.285.04-34.0382.618.40-29.5320.696.93-30.1421.151.41-9.07-8.50
20Q4 (5)5850.00.861.3116.968.261.1416.335.564.4041.9419.8977.539.410.3328.146.87-6.0411.049.63-1.959.926.32-7.728.5619.898.227.6416.468.9911.929.460.599.926.32-7.72--0.00
20Q3 (4)5850.170.01.12-25.830.00.98-33.330.03.1056.570.070.87-4.230.026.33-14.510.010.07-36.510.09.33-24.820.07.14-39.180.06.56-25.620.010.89-30.280.09.33-24.820.0--0.00
20Q2 (3)5840.170.01.51221.280.01.47250.00.01.98321.280.074.032.170.030.8018.870.015.86138.50.012.41116.960.011.74214.750.08.82219.570.015.62124.430.012.41116.960.0--0.00
20Q1 (2)5830.520.00.47-61.160.00.42-61.110.00.47-87.190.055.99-20.320.025.91-13.490.06.65-40.940.05.72-46.790.03.73-52.840.02.76-60.630.06.96-41.270.05.72-46.790.0--0.00
19Q4 (1)5800.00.01.210.00.01.080.00.03.670.00.070.270.00.029.950.00.011.260.00.010.750.00.07.910.00.07.010.00.011.850.00.010.750.00.0--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)
2024/1131.314.072.22326.361.7992.4N/A-
2024/1030.09-2.91-5.27295.041.7590.92N/A-
2024/930.993.871.76264.952.6191.360.71-
2024/829.84-2.26-2.68233.962.7387.910.74-
2024/730.5310.864.39204.123.5786.290.75-
2024/627.54-2.43-8.58173.593.4386.540.73-
2024/528.22-8.28-0.94146.056.0688.260.72-
2024/430.785.1811.28117.837.8984.680.75-
2024/329.2618.73-2.7787.056.7487.050.7-
2024/224.64-25.67-4.9657.812.3185.130.72-
2024/133.1521.2729.8833.1529.8891.120.67-
2023/1227.34-10.757.15347.937.1389.740.66-
2023/1130.63-3.550.53320.597.1392.850.64-
2023/1031.764.313.68289.957.8792.880.64-
2023/930.45-0.67-2.97258.197.290.360.64-
2023/830.664.844.39227.748.7390.030.64-
2023/729.25-2.91-1.34197.079.4387.870.66-
2023/630.125.71-8.18167.8311.5686.280.63-
2023/528.53.03-0.86137.717.0786.250.63-
2023/427.66-8.1107.8109.2122.8783.680.65因去年四月大陸清零政策啟動封控,昆山廠區停工導致去年四月營收大減。
2023/330.116.0614.5381.557.9181.550.71-
2023/225.931.5813.4351.464.3876.970.75-
2023/125.530.04-3.4425.53-3.4481.510.71-
2022/1225.51-16.261.01324.767.9583.920.78-
2022/1130.479.0511.95299.258.5889.80.73-
2022/1027.94-10.9813.53268.788.2188.70.74-
2022/931.396.8733.5240.847.6390.40.71-
2022/829.37-0.928.34209.454.5991.830.7-
2022/729.65-9.6423.41180.084.091.20.7-
2022/632.8114.1544.48150.430.8874.860.95-
2022/528.74115.9718.05117.62-6.9568.331.04-
2022/413.31-49.35-55.0888.88-12.9162.441.14營收減少係因四月大陸清零政策啟動封控,昆山廠區停工造成產值減少。
2022/326.2814.95-5.3375.574.3375.570.98-
2022/222.86-13.5321.2349.2910.3474.550.99-
2022/126.444.662.3826.442.3878.910.94-
2021/1225.26-7.2-4.02300.848.0677.080.99-
2021/1127.2210.592.69275.599.3375.341.01-
2021/1024.614.67-0.39248.3710.1175.231.01-
2021/923.51-13.26-3.78223.7611.474.640.93-
2021/827.1112.8518.51200.2513.573.840.94-
2021/724.025.771.97173.1412.7671.080.98-
2021/622.71-6.721.82149.1214.7276.690.85-
2021/524.35-17.83-5.87126.4117.3981.730.79-
2021/429.636.7514.72102.0624.7476.240.85-
2021/327.7647.2128.6372.4329.3772.430.82-
2021/218.86-26.9728.9644.6729.8370.990.84-
2021/125.82-1.8830.4725.8230.4778.640.76-
2020/1226.31-0.7123.44278.383.2877.530.7-
2020/1126.57.263.95252.061.5575.650.72-
2020/1024.711.15.3225.561.2772.020.76-
2020/924.446.830.12200.850.870.870.68-
2020/822.87-2.89-7.13176.410.8968.730.7-
2020/723.565.622.29153.542.2171.730.67-
2020/622.3-13.77-11.11129.982.1974.00.75-
2020/525.870.158.22107.685.4773.270.75-
2020/425.8319.6820.9781.814.6262.030.89-
2020/321.5847.5811.3655.99-1.555.990.93-
2020/214.62-26.11-13.3234.41-8.1658.820.88-
2020/119.79-18.94-3.9519.79-3.950.0N/A-
2019/1224.41-4.2420.05272.6310.410.0N/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)6071.06.0442.794.5511.25347.937.1327.989.9811.4019.6211.3737.6539.6728.2249.2456.1737.4546.0
2022 (9)6011.354.23-40.084.0974.79324.767.9525.441.159.539.798.26-41.7130.9418.4531.53-42.1525.65-39.99
2021 (8)5931.377.0663.812.34-41.5300.848.0725.15-9.998.68-22.4314.1747.7626.12-16.1754.568.1642.7465.85
2020 (7)5850.864.3120.064.0013.64278.383.2827.94-1.4511.191.369.599.131.164.732.419.9825.7721.04
2019 (6)5800.353.59-5.033.5217.33269.539.1528.350.7811.042.798.79-10.2129.7612.2229.47-2.6421.29-3.75
2018 (5)5782.123.7813.173.002.39246.9411.2528.133.8810.74-5.129.796.1826.525.5330.2715.2722.1215.81
2017 (4)5660.183.34-7.992.9315.81221.978.7727.08-2.0311.324.819.22-16.8625.1314.0226.26-3.8819.1-8.17
2016 (3)565-2.753.6368.062.5379.43204.0711.327.6410.3810.8037.0611.0942.3622.0452.6327.3247.2820.863.27
2015 (2)581-0.172.1644.01.4190.54183.3512.5425.0413.827.8865.897.7948.9514.4486.5618.5554.212.7444.77
2014 (1)5820.01.50117.390.7415.62162.927.0622.0004.7505.2307.7428.5712.0397.868.8118.91

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