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)1330.00.049.6747.3911.3749.49154.97135.78129.1662.4933.25189.4972.539.0350.474.0818.7541.1716.2744.4634.99-14.55-19.8978.01100.54100.8566.347.411.3741.42-21.64-19.8734.99-14.55-19.8934.8010.5076.35
24Q2 (19)1330.00.033.70-26.421.719.41-2.2781.2379.4973.651.9109.85-2.934.0648.49-1.34-0.7635.411.145.4240.95-24.19-9.238.9-1.7941.3544.98-26.421.752.86-19.51-13.7740.95-24.19-9.2-19.82-1.65-31.55
24Q1 (18)1330.00.045.7923.0985.8419.86-60.83-0.345.79-65.8685.84113.13-36.7423.8349.15-7.05-1.3835.01-20.77-2.1554.0294.650.0639.61-49.8721.1761.1123.0885.865.6791.7453.4754.0294.650.06-2.773.2540.35
23Q4 (17)1330.00.037.20-16.5923.3850.70141.5419.55134.1338.38-20.88178.8331.2124.2752.8824.42-5.3944.1955.05-6.2827.76-36.45-0.7279.02103.4516.4649.65-16.623.3834.25-33.74-4.6527.76-36.45-0.7248.7722.24118.76
23Q3 (16)1330.00.044.6061.07-26.920.9995.99-30.2296.9385.23-30.45136.2966.331.1342.50-13.02-20.9328.50-15.15-30.8443.68-3.15-27.7138.8441.13-30.0759.5361.07-26.8951.69-15.68-28.1543.68-3.15-27.7128.0136.7324.88
23Q2 (15)1330.00.027.6912.38-25.2810.71-46.23-48.7652.33112.38-33.2281.94-10.31-15.3148.86-1.97-12.4733.59-6.12-19.4745.1025.28-11.7827.52-15.82-31.836.9612.37-25.2761.3043.26-4.3745.1025.28-11.78-23.41-2.95-49.63
23Q1 (14)1330.00.024.64-18.28-40.3419.92-53.03-4.0924.64-85.46-40.3491.36-36.51-9.8449.84-10.82-6.6335.78-24.11-9.5836.0028.76-33.8232.69-51.82-18.4832.89-18.27-40.3442.7919.13-35.8736.0028.76-33.82-14.87-34.43-6.02
22Q4 (13)1330.0-0.7530.15-50.58-21.342.4140.9916.35169.5221.6321.71143.96.7710.2555.893.980.0747.1514.412.9527.96-53.72-28.9567.8522.1613.540.24-50.58-21.6535.92-50.07-25.1827.96-53.72-28.9523.037.0242.45
22Q3 (12)1330.0-0.7561.0164.6255.5630.0843.92-18.86139.3777.8638.11134.7739.312.5153.75-3.71-9.3941.21-1.2-14.4760.4218.1937.5755.5437.65-3.7681.4264.6254.7671.9412.2341.260.4218.1937.5717.3927.1822.28
22Q2 (11)1330.0-0.7537.06-10.2767.9220.900.63-27.9178.3689.7327.0296.75-4.52-4.3355.824.57-7.4141.715.41-16.5151.12-6.0374.6540.350.62-20.1349.46-10.2867.0964.10-3.9355.9651.12-6.0374.65-13.44-1.23-21.20
22Q1 (10)133-0.75-0.7541.307.84.2420.77-43.02-46.4641.30-70.354.24101.33-22.36-14.2753.38-4.42-17.5939.57-13.6-26.3154.4038.2520.9740.1-32.92-36.8255.137.343.7366.7238.9721.2954.4038.2520.97-6.692.74-22.35
21Q4 (9)1340.00.038.31-2.32-26.1436.45-1.67-28.45139.2838.02-23.85130.528.97-14.6555.85-5.85-13.3345.80-4.94-16.4739.35-10.41-13.559.783.59-28.7151.36-2.38-26.1848.01-5.77-14.339.35-10.41-13.513.7137.7013.10
21Q3 (8)1340.00.039.2277.71-10.3337.0727.87-21.31100.9163.58-22.99119.7818.44-19.059.32-1.61-9.5548.18-3.56-14.2743.9250.0510.6957.7114.23-30.5552.6177.74-10.3450.9523.97-4.7743.9250.0510.692.0016.701.30
21Q2 (7)1340.00.022.07-44.3-40.6628.99-25.26-30.2161.6955.7-29.33101.13-14.44-20.0660.29-6.92-12.149.96-6.96-15.5129.27-34.91-25.7750.52-20.4-32.4629.6-44.31-40.6741.10-25.29-25.1229.27-34.91-25.77-18.57-33.96-24.55
21Q1 (6)1340.00.039.62-23.62-20.9238.79-23.85-18.1839.62-78.34-20.92118.2-22.71-10.5664.770.51-7.3753.70-2.06-9.6944.97-1.14-11.5863.47-24.31-19.2353.15-23.6-20.9155.01-1.8-12.1244.97-1.14-11.58-9.64-2.52-7.86
20Q4 (5)1340.00.051.8718.59-14.0250.948.13-24.33182.9039.59-13.19152.933.42-16.6964.44-1.74-9.354.83-2.44-12.7645.4914.643.283.850.9-27.3269.5718.56-14.0456.024.71-3.6845.4914.643.2--0.00
20Q3 (4)1340.00.043.7417.610.047.1113.410.0131.0350.110.0147.8716.890.065.58-4.390.056.20-4.960.039.680.630.083.111.10.058.6817.620.053.50-2.530.039.680.630.0--0.00
20Q2 (3)1340.00.037.19-25.770.041.54-12.380.087.2974.230.0126.5-4.280.068.59-1.90.059.13-0.550.039.43-22.470.074.8-4.810.049.89-25.760.054.89-12.320.039.43-22.470.0--0.00
20Q1 (2)1340.00.050.10-16.960.047.41-29.580.050.10-76.220.0132.15-28.010.069.92-1.590.059.46-5.390.050.8615.380.078.58-31.890.067.2-16.970.062.607.630.050.8615.380.0--0.00
19Q4 (1)1340.00.060.330.00.067.320.00.0210.700.00.0183.570.00.071.050.00.062.850.00.044.080.00.0115.370.00.080.930.00.058.160.00.044.080.00.0--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)
2024/1160.12-8.16-11.35538.1322.13190.83N/A-
2024/1065.470.353.59477.9428.2200.89N/A-
2024/965.24-7.0417.07412.4833.23189.770.3-
2024/870.1829.1354.25347.4336.85164.940.35客戶拉貨動能較好
2024/754.3534.4854.99277.3333.09129.620.44客戶拉貨動能較好
2024/640.4115.9249.88222.9828.66109.850.5-
2024/534.860.8232.73182.5724.75103.950.52-
2024/434.580.1820.4147.7123.01102.960.53-
2024/334.511.884.31113.1323.83113.060.4-
2024/233.87-24.1631.9478.5634.82126.360.36-
2024/144.67-6.5737.0244.6737.02160.390.28-
2023/1247.81-29.5819.08488.422.44178.980.26-
2023/1167.97.3230.53440.730.94186.890.25-
2023/1063.2613.5322.29372.86-3.04164.440.28-
2023/955.7222.599.2309.59-6.98136.070.44-
2023/845.4530.271.88253.76-9.95107.310.56-
2023/734.8929.4-10.84208.19-12.2388.120.68-
2023/626.962.63-20.54173.3-12.581.930.8-
2023/526.27-8.47-16.63146.35-10.8488.060.74-
2023/428.7-13.25-8.32120.06-9.4887.440.75-
2023/333.0928.97-11.9191.36-9.8391.370.62-
2023/225.65-21.37-2.1158.22-8.6998.430.58-
2023/132.63-18.74-13.1332.63-13.13125.090.45-
2022/1240.15-23.23-10.81476.751.51144.590.36-
2022/1152.310.3420.21437.112.94155.460.33-
2022/1052.132.1524.14384.981.01147.570.35-
2022/951.0314.8822.3332.85-1.84134.30.49-
2022/844.4214.3210.81281.41-5.37117.20.56-
2022/738.8514.52.32236.93-7.91104.260.63-
2022/633.937.80.66198.08-9.6896.690.71-
2022/531.480.62-6.14164.1-11.59100.320.68-
2022/431.28-16.72-7.69132.61-12.894.930.72-
2022/337.5643.99-6.34101.33-14.27100.940.62-
2022/226.09-30.05-18.763.45-18.74108.40.58-
2022/137.29-17.16-18.9337.29-18.93125.830.5-
2021/1245.023.44-8.32469.62-16.05130.570.44-
2021/1143.523.54-16.94424.63-16.79127.270.45-
2021/1042.030.74-18.26381.14-16.77123.870.46-
2021/941.723.99-18.58339.11-16.58119.870.52-
2021/840.125.48-20.28297.45-16.27111.860.55-
2021/738.0312.83-17.84257.36-15.6105.330.59-
2021/633.710.34-18.5219.33-15.2101.280.57-
2021/533.59-1.16-12.95185.72-14.52107.680.53-
2021/433.99-15.25-26.99152.19-14.83106.220.54-
2021/340.1124.83-26.33118.2-10.55118.310.41-
2021/232.13-30.27-12.4378.180.61127.310.38-
2021/146.07-6.1812.3446.0712.34147.620.33-
2020/1249.11-6.34-3.69559.44-7.9152.920.26-
2020/1152.442.05-21.07510.41-8.27155.060.26-
2020/1051.380.25-22.31457.9-6.55152.870.26-
2020/951.251.99-22.3406.52-4.09147.620.3-
2020/850.258.93-22.1355.11-0.78137.730.32-
2020/746.1211.51-15.17304.773.87126.140.35-
2020/641.366.981.48258.658.2126.850.4-
2020/538.66-17.44-23.0217.459.66139.930.36-
2020/446.83-13.98-6.02178.9820.87138.00.36-
2020/354.4448.2238.67132.1534.51132.270.34-
2020/236.73-10.6344.7277.7831.88128.820.35-
2020/141.1-19.3922.3341.122.330.0N/A-
2019/1250.99-23.3858.04607.4521.60.0N/A本月營收較去年同期增加主係因出貨量增加所致
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)1330.0132.62-20.53102.31-10.37488.422.4548.74-10.9636.46-14.7336.65-22.78178.07-12.64221.02-20.57179.02-20.88
2022 (9)133-0.75166.8921.38114.15-19.21476.751.5254.74-8.6842.76-13.2547.4619.37203.84-11.94278.2720.85226.2521.18
2021 (8)1340.0137.49-24.01141.30-24.44469.62-16.0659.94-10.549.29-13.9239.76-9.33231.48-27.73230.27-27.35186.71-23.9
2020 (7)1340.0180.94-13.34187.01-11.75559.44-7.966.97-2.9657.26-4.7143.85-5.76320.32-12.24316.94-13.35245.34-13.19
2019 (6)1340.0208.7915.96211.9023.69607.4521.6169.010.3360.091.3746.53-4.63364.9923.26365.7917.26282.6315.97
2018 (5)1340.0180.05-6.11171.32-12.73499.52-5.9868.78-0.8459.28-1.8748.79-0.2296.12-7.73311.96-2.39243.7-6.18
2017 (4)1340.0191.7714.27196.3216.59531.289.8869.363.3560.414.6448.893.98320.9314.97319.613.13259.7614.27
2016 (3)1340.0167.82-5.14168.39-1.13483.52-13.4567.1116.9657.7316.6347.028.74279.140.94282.51-3.12227.33-5.89
2015 (2)1340.0176.9223.77170.3229.14558.6921.9657.387.2149.507.6343.241.91276.5531.27291.626.99241.5724.28
2014 (1)1340.0142.94102.38131.8997.32458.166.9953.52045.99042.430210.6795.41229.6399.66194.38102.27

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