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)2340.03.080.430.0-50.00.725.88-18.181.2055.84-37.1795.74-0.575.096.144.42-14.371.9811.24-29.291.050.96-50.931.911.11-25.491.011.0-48.211.278.55-52.431.050.96-50.935.9213.2337.94
24Q2 (19)2340.434.00.4326.47-17.310.6870.0-4.230.77126.47-25.9696.2912.4222.245.887.89-12.371.7837.98-30.741.0411.83-29.251.7155.45-15.761.025.0-13.791.173.54-40.01.0411.83-29.257.9284.6710.32
24Q1 (18)2334.026.390.34142.86-34.620.40-49.37-56.520.34-83.25-34.6285.653.4317.235.45-26.75-32.881.29-50.57-62.060.93151.35-40.381.1-49.07-55.820.8158.06-29.821.1350.67-43.50.93151.35-40.38-2.8329.57-29.80
23Q4 (17)224-1.323.230.14-83.72-75.860.79-10.23-19.392.036.28-38.4882.81-9.1-4.077.443.770.272.61-6.79-15.260.37-82.71-74.482.16-15.29-18.80.31-84.1-75.20.75-71.91-60.110.37-82.71-74.483.28-9.176.86
23Q3 (16)2270.894.130.8665.3832.310.8823.94-9.281.9183.65-30.0491.115.655.377.176.86-2.712.808.95-8.792.1445.5829.72.5525.62-3.771.9568.137.322.6736.9227.142.1445.5829.711.7332.690.56
23Q2 (15)2252.744.170.520.0-46.940.71-22.83-47.791.04100.0-50.078.777.82-26.426.71-17.36-6.552.57-24.41-25.721.47-5.77-25.762.03-18.47-45.281.161.75-45.281.95-2.5-20.731.47-5.77-25.76-3.77-5.17-14.47
23Q1 (14)2190.922.340.52-10.34-52.730.92-6.12-13.210.52-84.24-52.7373.06-15.36-39.318.129.4343.973.4010.3930.771.567.59-20.412.49-6.39-20.451.14-8.8-51.692.006.38-19.681.567.59-20.41-7.76-10.55-2.54
22Q4 (13)217-0.461.40.58-10.77-31.760.981.0327.273.3020.88-19.5186.32-0.16-16.297.420.6826.193.080.3331.061.45-12.12-17.612.660.389.921.25-11.97-31.321.88-10.48-20.681.45-12.12-17.61-9.70-22.22-13.82
22Q3 (12)2180.931.870.65-33.67-45.830.97-28.68-7.622.7331.25-16.086.46-19.24-20.637.372.6517.733.07-11.2714.551.65-16.67-30.082.65-28.57-9.251.42-33.02-44.752.10-14.63-24.461.65-16.67-30.08-15.15-22.29-0.19
22Q2 (11)2160.930.930.98-10.91-14.781.3628.336.02.0889.091.46107.06-11.063.227.1827.315.813.4633.0829.591.981.02-16.463.7118.5333.942.12-10.17-13.822.46-1.2-11.191.981.02-16.462.849.2532.98
22Q1 (10)2140.00.01.1029.4122.221.0637.6623.261.10-73.1722.22120.3816.7415.05.64-4.086.212.6010.647.01.9611.366.523.1329.3423.232.3629.6722.282.495.065.961.9611.366.525.700.125.49
21Q4 (9)2140.00.00.85-29.1737.10.77-26.67156.674.1026.1585.52103.12-5.331.315.88-6.0730.382.35-12.31139.81.76-25.4234.352.42-17.12142.01.82-29.1836.842.37-14.7549.061.76-25.4234.35-0.16-12.41-10.84
21Q3 (8)2140.00.01.204.3573.911.055.0150.03.2558.54105.7108.935.020.956.260.9753.432.680.37143.642.36-0.4272.262.925.42147.462.574.4773.652.780.3678.212.36-0.4272.262.0516.0710.64
21Q2 (7)2140.00.01.1527.7876.921.0016.28156.412.05127.78130.34103.72-0.9243.846.2016.7617.872.679.8881.632.3728.822.82.779.06161.322.4627.4676.982.7717.8730.662.3728.822.80.9636.47101.47
21Q1 (6)2140.00.00.9045.16275.00.86186.67145.710.90-59.28275.0104.682.8468.245.3117.74-3.452.43147.9647.271.8440.46124.392.54154.0149.021.9345.11278.432.3547.8104.351.8440.46124.39-1.4117.5179.05
20Q4 (5)2140.00.00.62-10.14785.710.30-28.5766.672.2139.87104.63101.79-5.6647.54.5110.54-2.170.98-10.91104.171.31-4.38495.451.0-15.25203.031.33-10.14786.671.591.921887.51.31-4.38495.45--0.00
20Q3 (4)2140.00.00.696.150.00.427.690.01.5877.530.0107.949.630.04.08-22.430.01.10-25.170.01.37-29.020.01.1811.320.01.486.470.01.56-26.420.01.37-29.020.0--0.00
20Q2 (3)2140.00.00.65170.830.00.3911.430.00.89270.830.072.1115.90.05.26-4.360.01.47-10.910.01.93135.370.01.063.920.01.39172.550.02.1284.350.01.93135.370.0--0.00
20Q1 (2)2140.00.00.24242.860.00.3594.440.00.24-77.780.062.22-9.840.05.5019.310.01.65243.750.00.82272.730.01.02209.090.00.51240.00.01.151337.50.00.82272.730.0--0.00
19Q4 (1)2140.00.00.070.00.00.180.00.01.080.00.069.010.00.04.610.00.00.480.00.00.220.00.00.330.00.00.150.00.00.080.00.00.220.00.0--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)
2024/1028.67-13.582.42306.1513.0494.08N/A-
2024/933.182.90.94277.4814.2695.630.82-
2024/832.246.70.79244.316.3493.760.84-
2024/730.21-3.5115.29212.0619.1491.930.85-
2024/631.312.9822.98181.8519.896.240.91-
2024/530.41-11.928.65150.5419.1797.260.9-
2024/434.526.7736.33120.1322.1688.810.98-
2024/332.3347.2213.0985.6117.2485.611.08-
2024/221.96-29.87-11.4753.2819.9279.791.16-
2024/131.3218.1359.6131.3259.6186.061.08係因客戶需求增加及去年同期適逢春節假期工作日較少,致本期銷貨收入淨額較去年同期增加。
2023/1226.51-6.11-8.3325.57-18.682.741.14-
2023/1128.240.880.57299.06-19.489.091.05-
2023/1027.99-14.83-6.06270.82-21.0392.841.01-
2023/932.862.7512.65242.84-22.4691.051.04-
2023/831.9822.0619.52209.97-26.0683.651.13-
2023/726.22.91-12.3177.99-30.8179.651.19-
2023/625.46-9.01-28.37151.78-33.2478.771.18-
2023/527.9810.51-21.67126.32-34.1481.91.13-
2023/425.32-11.42-28.8898.34-36.9978.721.18-
2023/328.5915.24-35.6673.02-39.3973.021.47-
2023/224.8126.43-26.4344.43-41.5773.341.46-
2023/119.62-32.13-53.6319.62-53.6376.611.4係因客戶需求減少及農曆春節工作日減少,致本期銷貨收入淨額較前期減少。
2022/1228.912.97-24.06399.97-4.8286.781.28-
2022/1128.08-5.77-19.48371.05-2.9187.041.27-
2022/1029.82.13-0.83342.98-1.2485.731.29-
2022/929.179.01-14.01313.18-1.2885.811.38-
2022/826.76-10.44-30.52284.010.2392.191.29-
2022/729.88-15.94-17.96257.255.07101.161.17-
2022/635.55-0.53.1227.379.1106.891.01-
2022/535.730.34-3.59191.8210.29115.780.93-
2022/435.61-19.8610.67156.0914.05113.770.95-
2022/344.4431.7917.01120.4815.09120.480.69-
2022/233.72-20.3222.2376.0413.99114.120.73-
2022/142.3211.148.1842.328.18115.270.73-
2021/1238.089.198.47420.2622.18102.990.84-
2021/1134.8716.040.19382.1823.7398.840.88-
2021/1030.05-11.43-5.68347.3126.72102.490.84-
2021/933.93-11.91-17.99317.2730.99108.870.62-
2021/838.525.7421.84283.3441.08109.420.61-
2021/736.425.644.25244.8244.67107.970.62-
2021/634.48-6.9728.61208.455.19103.720.62主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/537.0615.1968.21173.9261.81107.220.6主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/432.18-15.2738.42136.8660.1797.740.66主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/337.9837.6648.63104.6868.29104.680.53主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/227.59-29.4851.1666.7181.99101.810.55主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/139.1211.44112.5739.12112.57109.020.51主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/1235.10.8636.79343.9627.5101.760.63-
2020/1134.89.2351.52308.8626.53108.030.59主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/1031.86-23.056.87274.0623.93104.840.61主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/941.3730.8875.55242.2120.6107.920.41主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/831.61-9.5234.17200.8313.2993.360.48-
2020/734.9430.3341.79169.2210.0983.780.53-
2020/626.8121.6521.5134.294.0472.080.74-
2020/522.03-5.26.2107.480.4470.830.75-
2020/423.24-9.029.0485.44-0.9367.040.79-
2020/325.5540.014.7462.2-4.2162.20.7-
2020/218.25-0.83-0.136.65-14.162.310.7-
2020/118.4-28.28-24.5818.4-24.5867.030.65-
2019/1225.6611.73-5.48269.76-13.020.0N/A-
2019/1122.9713.09-12.31244.1-13.740.0N/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)2243.231.93-36.33.30-24.49325.74-18.617.347.782.83-6.911.40-21.799.22-24.126.05-33.34.56-36.22
2022 (9)2171.43.03-23.14.3718.75400.23-4.816.8115.233.0420.161.79-14.3512.1514.199.07-16.17.15-18.56
2021 (8)2140.03.9479.093.68150.34420.4522.225.9125.482.53104.032.0952.5510.64149.1810.8194.778.7886.02
2020 (7)2140.02.20103.71.4711.36344.0127.444.71-14.361.24-13.291.3761.184.2710.625.5580.784.72104.33
2019 (6)2140.01.08-42.861.32-45.0269.93-13.155.50-5.661.43-35.870.85-35.613.86-44.383.07-43.042.31-43.24
2018 (5)2140.01.89-6.442.4038.73310.812.715.838.772.2325.281.32-15.926.9441.635.394.264.07-5.79
2017 (4)2140.02.0248.531.7334.11275.7623.845.36-10.371.7815.581.5719.854.942.445.1754.334.3247.44
2016 (3)2140.01.36-13.921.29-20.86222.67-5.825.98-8.141.54-21.831.31-8.393.44-26.343.35-20.82.93-13.31
2015 (2)2140.01.58-7.61.6320.74236.44-15.356.5123.761.9750.381.439.164.6727.64.231.933.38-7.4
2014 (1)2140.471.7159.811.35275.0279.31-7.295.2601.3101.3103.66190.484.1552.573.6558.7

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