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)2063.525.10.80-17.5390.481.0014.94203.032.1759.56130.8526.632.2350.3716.063.3525.579.565.64109.656.18-16.7133.482.558.05214.811.64-15.03100.07.94-17.2948.136.18-16.7133.4840.3965.59155.19
24Q2 (19)1991.531.530.97148.72148.720.87295.451187.51.36248.72161.5426.0578.5592.9615.549.2152.659.05107.092281.587.4242.6931.12.36268.754620.01.93153.95153.959.6050.032.237.4242.6931.129.6478.53122.17
24Q1 (18)1960.00.00.398.33200.00.22-51.110.00.39-69.77200.014.59-19.26-4.8314.231.5749.324.37-14.6536.565.2034.72219.020.64-31.1830.610.768.57204.06.4064.52238.625.2034.72219.02-8.62-2.98-7.38
23Q4 (17)1960.04.260.36-14.2950.00.4536.3645.161.2937.2310.2618.072.03-22.3514.019.5467.185.1212.2876.553.86-16.6395.940.9314.8136.760.7-14.6352.173.89-27.4377.633.86-16.6395.9416.61-3.30274.43
23Q3 (16)1960.00.00.427.69-36.360.33512.510.00.9480.770.017.7131.194.8512.7925.649.64.561100.0-11.464.63-18.2-39.480.811520.0-6.90.827.89-36.435.36-26.17-41.554.63-18.2-39.489.62103.84188.07
23Q2 (15)1960.00.00.39200.0105.26-0.08-136.3620.00.52300.0108.013.5-11.941.6610.186.8264.460.38-88.13130.45.66247.2499.30.05-89.8129.410.76204.0100.07.26284.13129.755.66247.2499.3-23.0377.09-82.70
23Q1 (14)1964.2619.510.13-45.83225.00.22-29.03269.230.13-88.89225.015.33-34.1230.369.5313.7228.963.2010.34480.951.63-17.26162.90.49-27.94590.00.25-45.65257.141.89-13.7-7.81.63-17.26162.91.83-54.73-12.85
22Q4 (13)188-4.0820.510.24-63.64209.090.313.33410.01.1724.47258.1123.2737.7734.128.38-28.1951.542.90-43.69514.291.97-74.25198.990.68-21.84666.670.46-64.34231.432.19-76.12247.971.97-74.25198.9932.4891.87201.66
22Q3 (12)1960.025.640.66247.37306.250.30400.0200.00.94276.0280.7716.8927.1820.4711.6788.53355.865.15512.0213.447.65169.37311.910.87611.76235.941.29239.47352.949.17190.19341.327.65169.37311.9120.05311.19211.54
22Q2 (11)19619.5125.640.19375.0170.37-0.1023.0841.180.25525.0231.5813.2812.9321.836.19-16.2462.89-1.25-48.8171.532.84358.06172.63-0.17-70.064.580.38442.86188.373.1654.15161.962.84358.06172.63-9.64246.59-3.46
22Q1 (10)1645.135.130.04118.18-50.0-0.13-30.000.04105.41-50.011.76-32.2211.057.3933.63-10.21-0.84-20.0-863.640.62131.16-49.18-0.116.67-1100.00.07120.0-46.152.05238.5144.370.62131.16-49.18-4.2374.7218.34
21Q4 (9)1560.0-0.64-0.2231.25-46.67-0.1066.67-166.67-0.74-42.31-285.017.3523.7512.445.53116.02-3.83-0.7084.58-180.0-1.9944.88-6.99-0.1281.25-200.0-0.3531.37-45.83-1.4861.0560.64-1.9944.88-6.9926.196.37-4.90
21Q3 (8)1560.00.0-0.32-18.52-288.24-0.30-76.47-178.95-0.52-173.68-194.5514.0228.62-11.822.56-32.63-79.14-4.54-3.42-172.52-3.617.67-287.05-0.64-33.33-164.0-0.51-18.6-288.89-3.8025.49-227.95-3.617.67-287.0515.78-228.01-38.23
21Q2 (7)1560.00.0-0.27-437.5-200.0-0.170-194.44-0.19-337.5-150.010.92.93-33.173.80-53.83-64.39-4.39-4090.91-186.08-3.91-420.49-214.33-0.48-4900.0-157.83-0.43-430.77-202.38-5.10-459.15-195.86-3.91-420.49-214.33-14.22-142.08-50.00
21Q1 (6)156-0.64-1.890.08153.33-27.27-0.00-100.0100.00.08-80.0-27.2710.59-31.37-22.198.2343.1313.520.11144.0-88.31.22165.59-25.610.01125.0-92.310.13154.17-27.781.42137.77-41.081.22165.59-25.61-17.16-17.45-80.27
20Q4 (5)1570.64-3.09-0.15-188.24-132.610.15-60.53-68.090.40-27.27-51.2215.43-2.96-14.185.75-53.14-56.41-0.25-103.99-103.47-1.86-196.37-140.7-0.04-104.0-103.1-0.24-188.89-132.43-3.76-226.6-163.41-1.86-196.37-140.7--0.00
20Q3 (4)1560.00.00.17-37.040.00.38111.110.00.5544.740.015.9-2.510.012.2715.00.06.2622.750.01.93-43.570.01.020.480.00.27-35.710.02.97-44.170.01.93-43.570.0--0.00
20Q2 (3)156-1.890.00.27145.450.00.181900.00.00.38245.450.016.3119.840.010.6747.170.05.10442.550.03.42108.540.00.83538.460.00.42133.330.05.32120.750.03.42108.540.0--0.00
20Q1 (2)159-1.850.00.11-76.090.0-0.01-102.130.00.11-86.590.013.61-24.30.07.25-45.030.00.94-86.940.01.64-64.110.00.13-89.920.00.18-75.680.02.41-59.360.01.64-64.110.0--0.00
19Q4 (1)1620.00.00.460.00.00.470.00.00.820.00.017.980.00.013.190.00.07.200.00.04.570.00.01.290.00.00.740.00.05.930.00.04.570.00.0--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)
2024/107.74-6.2614.0975.0240.6524.0N/A-
2024/98.263.222.6767.2844.5126.630.31-
2024/88.0-22.8845.4759.0248.2127.510.3-
2024/710.3713.5789.1851.0248.6428.190.29本月營收較去年同期增加,主要係客戶需求增加所致
2024/69.135.2396.6740.6540.9426.050.42本月營收較去年同期增加,主要係客戶需求增加所致
2024/58.685.34102.731.5130.2422.80.48本月營收較去年同期增加,主要係客戶需求增加所致
2024/48.2440.279.9822.8314.6617.130.64本月營收較去年同期增加,主要係客戶需求增加所致
2024/35.8894.947.8814.59-4.8414.590.6-
2024/23.01-47.11-43.298.71-11.8513.580.64-
2024/15.717.2824.725.724.7217.00.51-
2023/124.86-24.49-40.1764.63-0.8718.080.43-
2023/116.44-5.09-28.8659.774.7219.950.39-
2023/106.780.7811.6753.3411.0419.010.41-
2023/96.7322.3716.6746.5510.9517.710.47-
2023/85.50.291.8439.8210.0415.630.54-
2023/75.4818.07-3.7734.3211.4814.410.58-
2023/64.648.46-13.4128.8414.9513.50.58-
2023/54.28-6.4628.7124.1922.6614.310.55-
2023/44.58-15.96-0.8919.9121.4315.340.51-
2023/35.452.4628.0515.3330.1915.330.58-
2023/25.3216.3281.659.8931.418.010.49本月營收較去年同期增加,主要係客戶需求增加所致
2023/14.57-43.74-0.584.57-0.5821.740.41-
2022/128.12-10.2322.2965.223.4123.250.42-
2022/119.0549.048.6257.0823.5720.890.46-
2022/106.075.2832.3848.0319.7617.240.56-
2022/95.776.829.441.9618.1416.870.84-
2022/85.4-5.2315.136.1919.6616.460.86-
2022/75.76.2440.4530.7920.514.390.99-
2022/65.3661.2333.7425.0916.7313.310.88-
2022/53.33-27.97-10.4319.7212.8312.20.96-
2022/44.628.5845.4316.419.111.81.0-
2022/34.2545.350.6911.7811.2111.781.06-
2022/22.93-36.3344.477.5218.1914.170.88-
2022/14.6-30.795.924.65.9217.330.72-
2021/126.649.0923.9252.83-13.717.320.79-
2021/116.0932.7111.4846.19-17.3115.950.85-
2021/104.59-12.99-0.5940.1-20.4314.550.94-
2021/95.2712.394.4935.51-22.4314.021.01-
2021/84.6915.63-15.2630.24-25.7712.761.11-
2021/74.061.16-21.3825.55-27.4211.781.21-
2021/64.017.96-16.4821.49-28.4610.91.13-
2021/53.7116.94-29.8417.48-30.7411.121.11-
2021/43.18-24.82-49.9113.77-30.989.431.3-
2021/34.22108.55-35.4210.59-22.1510.591.0-
2021/22.03-53.32-27.666.37-9.8611.730.9-
2021/14.34-19.041.834.341.8315.160.7-
2020/125.36-1.85-24.2961.221.6515.440.63-
2020/115.4618.33-10.1755.865.115.120.64-
2020/104.62-8.53-3.4450.47.0815.20.64-
2020/95.05-8.86-0.6245.798.2715.740.63-
2020/85.547.2720.8340.749.4815.50.64-
2020/75.167.48-6.2135.27.8915.260.65-
2020/64.8-9.31.7730.0410.7516.440.56-
2020/55.29-16.5129.6925.2412.6418.180.51-
2020/46.34-3.0742.7419.958.8415.680.59-
2020/36.54133.6134.6913.6-1.9913.60.71-
2020/22.8-34.27-9.177.06-21.7414.140.69-
2020/14.26-39.81-28.274.26-28.2717.420.56-
2019/127.0816.4429.9360.23-2.50.0N/A-
2019/116.0827.19-0.5253.15-5.640.0N/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)1964.261.289.40.91145.9564.62-0.8911.8137.173.5279.593.9215.982.2878.122.927.352.5315.0
2022 (9)18820.511.1700.37065.223.378.6174.651.9603.3801.2802.7202.20
2021 (8)156-0.64-0.740-0.57052.85-13.714.93-45.76-2.320-2.170-1.220-1.20-1.150
2020 (7)157-3.090.40-51.220.7139.2261.251.599.09-2.993.131.621.31-49.621.923.231.09-48.580.63-52.63
2019 (6)162-4.710.8226.150.51325.060.29-2.549.3722.83.0892.52.6011.111.8687.882.1214.591.3320.91
2018 (5)1700.00.65-48.00.12-90.2461.8627.817.63-44.231.60-75.872.34-53.940.99-69.161.85-33.931.1-48.36
2017 (4)170-2.31.2510.621.2357.6948.413.2213.68-3.86.638.515.08-15.193.2122.992.8-6.042.137.58
2016 (3)174-2.791.13189.740.781200.042.7531.8614.2246.06.11417.85.99178.62.61586.842.98210.421.98182.86
2015 (2)179-0.560.39-45.830.06032.427.429.7417.071.1802.15-50.120.3800.96-41.820.7-46.15
2014 (1)1800.00.7235.85-0.46030.1812.998.320-1.9404.310-0.5801.6539.831.335.42

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