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)960.00.00.4826.32336.360.5486.21217.651.1868.5725.5310.0713.6630.117.33-2.75-9.887.482.3323.034.479.02241.220.7515.3859.570.4627.78360.06.90-15.6528.974.479.02241.2214.8920.7343.10
24Q2 (19)960.00.00.3815.15-28.30.290.07.410.70112.12-16.678.8616.1228.2217.824.52-8.247.3124.3221.434.100.24-44.590.6544.4454.760.3616.13-29.418.1830.88-15.154.100.24-44.596.60-1.17-19.15
24Q1 (18)960.00.00.33-17.56.450.29-38.3-23.680.33-75.376.457.63-2.932.2817.05-14.11-3.45.88-21.2926.184.09-15.673.810.45-23.7328.570.31-18.426.96.25-4.1465.784.09-15.673.81-0.69123.0769.09
23Q4 (17)960.00.00.40263.6411.110.47176.476.821.3442.55-30.217.861.55-13.1519.853.2216.017.4722.86-10.04.85270.2325.970.5925.53-21.330.38280.08.576.5221.87-12.724.85270.2325.976.7892.1969.72
23Q3 (16)960.00.00.11-79.25-81.360.17-37.04-63.040.9411.9-39.747.7412.01-30.0219.23-0.986.016.081.0-14.121.31-82.3-74.610.4711.9-39.740.1-80.39-82.465.35-44.5-35.461.31-82.3-74.612.32-4.14-32.99
23Q2 (15)960.03.230.5370.9723.260.27-28.95-20.590.84170.97-15.156.91-7.37-22.3619.4210.03-2.026.0229.18-11.087.4087.8264.810.4220.0-30.00.5175.8627.59.64155.727.187.4087.8264.81-12.4728.54-21.30
23Q1 (14)960.03.230.31-13.89-44.640.38-13.64-22.450.31-83.85-44.647.46-17.57-25.9217.653.16-6.914.66-43.86-41.463.942.34-24.230.35-53.33-56.250.29-17.14-44.233.77-49.53-55.383.942.34-24.23-17.87-26.43-9.00
22Q4 (13)960.03.230.36-38.98260.00.44-4.35633.331.9223.0836.179.05-18.174.3817.11-5.68-6.768.3017.2367.683.85-25.39250.00.75-3.8574.420.35-38.6250.07.47-9.8937.573.85-25.39250.03.05-0.8815.47
22Q3 (12)963.233.230.5937.21-13.240.4635.29-39.471.5657.5820.011.0624.2718.6718.14-8.48-17.067.084.58-29.135.1614.92-24.340.7830.0-16.130.5742.5-10.948.299.37-7.685.1614.92-24.346.337.002.34
22Q2 (11)930.00.00.43-23.2165.380.34-30.61-15.00.9976.7959.688.9-11.6216.3419.824.54-5.036.77-14.954.964.49-13.6542.090.6-25.022.450.4-23.0866.677.58-10.364.434.49-13.6542.092.26218.40343.03
22Q1 (10)930.00.00.56460.055.560.49716.6722.50.56-60.2855.5610.0716.1524.4718.963.32-4.057.9660.8126.955.20372.7325.910.886.0556.860.52420.057.588.4555.6250.095.20372.7325.914.59187.35312.28
21Q4 (9)930.0-1.060.10-85.29-33.330.06-92.11-71.431.418.4636.898.67-6.9717.4818.35-16.1-4.384.95-50.457.611.10-83.87-40.860.43-53.7626.470.1-84.38-28.575.43-39.5344.031.10-83.87-40.867.4338.12-1.05
21Q3 (8)930.00.00.68161.5494.290.7690.046.151.30109.6847.739.3221.8321.6721.874.79-7.219.9954.8812.756.82115.8262.380.9389.836.760.64166.67100.08.9894.7936.896.82115.8262.388.1966.8845.00
21Q2 (7)930.0-1.060.26-27.78-55.930.400.0-29.820.6272.2216.987.65-5.4414.0120.875.62-14.996.452.87-41.473.16-23.49-61.740.49-3.92-33.780.24-27.27-56.364.61-18.12-58.013.16-23.49-61.742.0956.1145.24
21Q1 (6)93-1.06-2.110.36140.0700.00.4090.48671.430.36-65.05700.08.099.6248.9919.762.9725.066.2736.3774.194.13122.04521.430.5150.01120.00.33135.71760.05.6349.341105.364.13122.04521.432.9841.4315.43
20Q4 (5)941.08-1.050.15-57.14-34.780.21-59.62-8.71.0317.05-28.477.38-3.6616.419.19-18.58-20.574.60-48.08-30.411.86-55.71-44.810.34-50.0-19.050.14-56.25-33.333.77-42.53-41.641.86-55.71-44.81--0.00
20Q3 (4)93-1.060.00.35-40.680.00.52-8.770.00.8866.040.07.6614.160.023.57-3.990.08.86-19.60.04.20-49.150.00.68-8.110.00.32-41.820.06.56-40.260.04.20-49.150.0--0.00
20Q2 (3)94-1.050.00.591083.330.00.57914.290.00.53983.330.06.7123.570.024.5555.380.011.021284.950.08.26942.860.00.741580.00.00.551200.00.010.982060.710.08.26942.860.0--0.00
20Q1 (2)950.00.0-0.06-126.090.0-0.07-130.430.0-0.06-104.170.05.43-14.350.015.80-34.60.0-0.93-114.070.0-0.98-129.080.0-0.05-111.90.0-0.05-123.810.0-0.56-108.670.0-0.98-129.080.0--0.00
19Q4 (1)950.00.00.230.00.00.230.00.01.440.00.06.340.00.024.160.00.06.610.00.03.370.00.00.420.00.00.210.00.06.460.00.03.370.00.0--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)
2024/102.88-7.5718.2929.3319.489.76N/A-
2024/93.12-17.2718.7326.4519.619.990.62-
2024/83.7721.0133.8623.3419.739.720.64-
2024/73.119.3137.0519.5717.348.950.7-
2024/62.85-4.9421.616.4614.248.840.64-
2024/52.99-0.2228.2913.6112.818.930.63-
2024/43.02.2433.0110.629.17.910.71-
2024/32.9348.3712.657.621.887.620.74-
2024/21.98-26.86-22.094.68-3.877.650.74-
2024/12.7-8.8915.952.715.958.150.7-
2023/122.9719.724.5230.0-23.097.880.75-
2023/112.481.88-21.3127.03-25.267.540.79-
2023/102.43-7.23-20.3524.55-25.637.870.75-
2023/92.62-6.72-25.7922.11-26.177.710.83-
2023/82.8123.89-28.5419.49-26.227.420.86-
2023/72.27-3.0-36.316.68-25.826.940.92-
2023/62.340.28-29.5514.41-23.846.930.94-
2023/52.333.45-22.112.07-22.637.20.9-
2023/42.26-13.4-15.289.73-22.757.40.88-
2023/32.612.61-27.417.48-24.757.480.97-
2023/22.548.84-11.414.87-23.267.710.94-
2023/12.33-17.87-33.012.33-33.018.320.87-
2022/122.84-9.87-0.0339.015.679.050.86-
2022/113.153.1322.8336.1617.119.740.8-
2022/103.06-13.57-0.0233.0116.5910.530.74-
2022/93.54-10.1719.1929.9618.611.040.71-
2022/83.9410.4520.8426.4218.5310.820.73-
2022/73.567.2610.2222.4818.139.880.8-
2022/63.3210.8924.7418.9219.758.980.93-
2022/53.012.5125.4415.618.749.250.9-
2022/42.66-25.81.6512.617.259.120.91-
2022/33.5925.2228.329.9422.279.940.79-
2022/22.87-17.6830.436.3519.19.190.85-
2022/13.4822.5511.153.4811.158.890.88-
2021/122.8410.7318.8333.7223.818.461.04-
2021/112.57-16.060.0530.8824.298.591.02-
2021/103.063.0423.5628.3127.099.280.94-
2021/92.97-8.9319.3225.2627.529.460.87-
2021/83.260.7429.8322.2928.79.150.9-
2021/73.2321.3923.9919.0328.518.291.0-
2021/62.6611.5111.6915.829.487.671.05-
2021/52.39-8.824.013.1333.87.81.03-
2021/42.62-6.3319.210.7542.97.611.06-
2021/32.827.2845.688.1352.688.130.92110/3累計營收較去年同期變動逾50%,係因去年同期受疫情影響出貨延遲,現已恢復正常運作,故兩期變動幅度較大.
2021/22.2-29.8570.525.3356.637.720.97110/2及累計營收較去年同期變動逾50%,係因去年同期受疫情影響導致開工及出貨皆延遲,現已恢復正常運作,故兩期變動幅度較大.
2021/13.1331.0148.173.1348.178.090.92-
2020/122.39-6.765.5427.238.057.430.97-
2020/112.563.6621.7624.848.37.520.96-
2020/102.47-0.4919.8822.286.947.470.97-
2020/92.49-0.9119.9819.85.527.60.85-
2020/82.51-3.7814.717.323.727.50.87-
2020/72.619.3414.114.812.077.290.89-
2020/62.383.8411.2312.2-0.176.880.95-
2020/52.34.493.69.82-2.66.411.02-
2020/42.214.470.827.52-4.355.411.21-
2020/31.9248.98-4.55.32-6.335.321.08-
2020/21.29-39.04-12.563.4-7.345.671.01-
2020/12.11-6.67-3.832.11-3.836.490.89-
2019/122.277.554.8425.25.870.0N/A-
2019/112.112.064.2122.945.970.0N/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)960.01.34-29.841.29-25.4329.97-23.3119.042.926.08-19.154.29-8.921.82-38.11.87-40.061.29-29.89
2022 (9)963.231.9136.431.737.4539.0815.8618.50-8.557.527.434.7121.392.9424.583.1247.171.8440.46
2021 (8)93-1.061.4037.251.6130.8933.7324.1420.23-3.997.0011.463.889.922.3638.012.1242.281.3136.46
2020 (7)94-1.051.02-28.671.23-7.5227.178.221.07-8.156.28-13.143.53-34.991.71-6.041.49-21.160.96-29.41
2019 (6)95-1.041.4310.01.3316.6725.115.7722.94-2.227.236.325.433.431.8212.351.896.781.368.8
2018 (5)961.051.3014.041.14-19.1523.7413.3723.46-3.736.80-14.145.250.961.62-2.411.7726.431.2514.68
2017 (4)95-5.01.148.571.4150.020.949.8124.372.317.9222.985.20-6.141.6634.961.40.721.092.83
2016 (3)100-4.761.0528.050.9462.0719.077.2623.825.076.4478.395.5414.941.2392.191.3947.871.0623.26
2015 (2)105-1.870.829.330.58-19.4417.787.8222.67-8.663.61-22.374.82-1.030.64-16.880.946.820.867.5
2014 (1)107-0.930.7570.450.7284.6216.4914.6724.8204.6504.8700.7775.00.8857.140.866.67

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