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)3018-0.237.021.3828.9732.691.210.8317.483.4367.3211.36472.02-1.149.320.953.567.1110.975.7910.259.6425.1923.5951.764.5420.4341.6428.841.7312.0325.9725.719.6425.1923.59-1.1219.075.46
24Q2 (19)30250.07.271.079.18-0.931.2010.0914.292.05109.180.49477.44-1.19.6420.234.871.9110.377.570.787.706.8-4.5849.516.3610.5132.338.936.529.556.7-4.317.706.8-4.58-5.51-6.527.45
24Q1 (18)30256.597.270.98-22.222.081.094.8111.220.98-77.372.08482.77-9.9312.2319.2911.57-1.289.6415.45-3.317.21-8.73-3.6146.553.988.5129.68-17.239.328.95-2.72-5.197.21-8.73-3.617.09-0.542.89
23Q4 (17)28380.640.641.2621.1543.181.040.977.224.3340.5810.74535.9924.115.9217.29-11.61-2.378.35-16.08-2.227.901.2831.2344.774.163.5635.8622.0645.189.20-3.8720.737.901.2831.2311.648.72-0.46
23Q3 (16)28200.00.01.04-3.72.971.03-1.99.573.0850.981.65431.87-0.826.7219.56-1.46-0.669.95-3.3-1.297.80-3.35-3.4742.98-4.065.4229.38-3.23.499.57-4.11-5.157.80-3.35-3.470.214.402.62
23Q2 (15)28200.00.01.0812.51.891.057.141.942.04112.50.49435.461.235.3119.851.59-1.1910.293.21-3.118.077.89-3.5844.84.432.0330.3511.791.379.985.72-3.398.077.89-3.58-6.8810.794.08
23Q1 (14)28200.00.00.969.09-1.030.981.034.260.96-75.45-1.03430.15-14.998.1119.5410.33-2.699.9716.74-3.37.4824.25-6.7342.9-0.764.5827.159.92-0.299.4423.88-5.697.4824.25-6.735.02-1.892.11
22Q4 (13)28200.00.180.88-12.870.00.973.1910.233.9129.040.26506.0125.0412.4817.71-10.06-2.218.54-15.28-2.46.02-25.5-9.4743.236.039.7824.7-13.0-0.327.62-24.48-8.746.02-25.5-9.4711.46-8.79-2.78
22Q3 (12)28200.00.211.01-4.720.00.94-8.74-5.053.0349.260.33404.68-2.138.2319.69-1.99-5.7910.08-5.08-10.648.08-3.46-6.4840.77-7.15-3.3428.39-5.180.0710.09-2.32-7.08.08-3.46-6.480.902.280.42
22Q2 (11)28200.00.211.069.284.951.039.574.042.03109.280.5413.493.927.6220.090.05-3.1810.623.01-4.158.374.36-3.5743.917.053.1529.949.955.4210.333.2-3.648.374.36-3.57-3.829.758.20
22Q1 (10)28200.180.210.9710.23-3.960.946.820.00.97-75.13-3.96397.88-11.5512.6720.0810.88-4.710.3117.830.08.0220.6-13.341.024.1612.6927.239.89-3.8810.0119.88-3.18.0220.6-13.34.38-1.32-2.14
21Q4 (9)28150.040.110.88-12.8717.330.88-11.116.023.9029.14-2.74449.8620.3217.0818.11-13.35-9.98.75-22.43-6.626.65-23.034.2339.38-6.649.4224.78-12.6517.728.35-23.040.486.65-23.034.238.82-6.43-5.55
21Q3 (8)28140.00.041.010.01.00.990.04.213.0249.5-7.65373.9-2.6819.6720.900.72-13.1711.281.81-8.298.64-0.46-11.9342.18-0.929.7628.37-0.110.6410.851.21-10.998.64-0.46-11.933.060.002.66
21Q2 (7)28140.0-0.281.010.0-6.480.995.32-1.982.02100.0-10.62384.218.822.5920.75-1.52-18.0211.087.47-16.08.68-6.16-17.9642.5716.953.028.40.25-6.8210.723.78-18.68.68-6.16-17.960.3517.349.29
21Q1 (6)28140.070.111.0134.67-14.410.9413.25-18.261.01-74.81-14.41353.13-8.110.8621.074.83-18.8710.3110.03-26.729.2544.98-17.3436.41.14-18.7928.3334.58-14.5410.3324.31-23.999.2544.98-17.347.444.840.31
20Q4 (5)2812-0.041.590.75-25.0-29.910.83-12.63-23.854.0122.63-11.09384.2422.9812.6520.10-16.49-17.999.37-23.82-26.746.38-34.96-31.8435.99-6.35-17.5121.05-25.33-28.678.31-31.83-29.46.38-34.96-31.84--0.00
20Q3 (4)2813-0.320.01.00-7.410.00.95-5.940.03.2744.690.0312.43-0.320.024.07-4.90.012.30-6.750.09.81-7.280.038.43-7.020.028.19-7.510.012.19-7.440.09.81-7.280.0--0.00
20Q2 (3)28220.390.01.08-8.470.01.01-12.170.02.2691.530.0313.42-1.60.025.31-2.540.013.19-6.250.010.58-5.450.041.33-7.790.030.48-8.050.013.17-3.090.010.58-5.450.0--0.00
20Q1 (2)28111.550.01.1810.280.01.155.50.01.18-73.840.0318.53-6.610.025.975.960.014.0710.010.011.1919.550.044.822.730.033.1512.330.013.5915.460.011.1919.550.0--0.00
19Q4 (1)27680.00.01.070.00.01.090.00.04.510.00.0341.080.00.024.510.00.012.790.00.09.360.00.043.630.00.029.510.00.011.770.00.09.360.00.0--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)
2024/10159.30.17.51591.5210.08476.61N/A0.444.35-
2024/9159.130.610.881432.2210.38472.020.170.433.91-
2024/8158.182.248.621273.0910.32479.580.160.433.48-
2024/7154.71-7.198.371114.9110.56481.720.160.663.05-
2024/6166.693.9710.51960.2110.92477.440.140.432.39-
2024/5160.326.578.49793.5111.01471.450.140.391.95-
2024/4150.43-6.399.91633.1911.67463.610.140.41.56-
2024/3160.75.3911.09482.7712.23482.770.130.41.16-
2024/2152.48-10.0811.01322.0612.8492.870.130.340.76-
2024/1169.59-0.7114.46169.5914.46557.40.120.420.42-
2023/12170.81-21.289.521833.486.46535.990.150.584.69-
2023/11217.0146.455.021662.676.16508.690.160.44.11-
2023/10148.183.253.31445.666.33437.30.190.343.71-
2023/9143.51-1.455.631297.496.69431.870.170.353.37-
2023/8145.622.017.491153.986.83439.20.170.383.02-
2023/7142.75-5.367.031008.366.73441.350.170.392.64-
2023/6150.842.075.17865.626.68435.460.150.432.26-
2023/5147.777.975.13714.787.01429.280.150.381.83-
2023/4136.86-5.385.66567.017.51418.860.160.361.45-
2023/3144.655.318.14430.158.11430.150.180.381.09-
2023/2137.35-7.2811.85285.58.09441.450.180.360.71-
2023/1148.15-5.04.82148.154.82510.730.150.350.35-
2022/12155.95-24.5212.971722.0610.31506.010.160.344.35-
2022/11206.6344.0512.891566.1110.05485.910.170.374.01-
2022/10143.435.5811.361359.489.63414.750.20.323.63-
2022/9135.850.2811.191216.059.43404.680.180.343.31-
2022/8135.471.577.591080.29.21412.250.180.372.97-
2022/7133.37-7.06.0944.749.45417.340.180.382.6-
2022/6143.412.034.83811.3710.04413.490.140.42.22-
2022/5140.568.524.07667.9511.22403.830.140.381.81-
2022/4129.52-3.1615.25527.413.29386.070.150.361.43-
2022/3133.758.9114.01397.8812.67397.880.150.371.07-
2022/2122.8-13.1110.67264.1312.0402.170.150.330.7-
2022/1141.332.3813.18141.3313.18462.40.130.370.37-
2021/12138.04-24.578.511561.117.49449.860.140.374.18-
2021/11183.0342.1119.871423.0518.44434.00.150.343.82-
2021/10128.795.4123.431240.0318.24376.870.170.33.47-
2021/9122.18-2.9619.841111.2317.66373.90.170.333.18-
2021/8125.910.0718.08989.0617.4388.510.160.372.85-
2021/7125.81-8.0221.14863.1517.3397.650.160.392.47-
2021/6136.791.2928.9737.3416.67384.210.10.412.09-
2021/5135.0520.1724.82600.5514.21364.730.110.361.67-
2021/4112.37-4.213.38465.511.46340.640.120.331.31-
2021/3117.315.7211.69353.1310.86353.130.130.340.98-
2021/2110.96-11.135.22235.8210.45363.020.130.290.64-
2021/1124.86-1.8415.55124.8615.55404.750.120.350.35-
2020/12127.21-16.6814.761328.616.78384.240.150.234.15-
2020/11152.6946.3321.511201.46.0358.980.160.323.92-
2020/10104.342.35-0.231048.724.06312.920.180.313.6-
2020/9101.95-4.38-1.61944.374.56312.430.160.313.29-
2020/8106.632.665.42842.435.36316.60.150.342.99-
2020/7103.86-2.130.34735.85.35318.170.150.372.64-
2020/6106.12-1.917.23631.946.23313.420.120.372.27-
2020/5108.199.167.73525.826.03312.320.120.381.9-
2020/499.1-5.632.42417.635.59309.580.120.361.52-
2020/3105.03-0.395.77318.536.62318.530.120.371.16-
2020/2105.45-2.4111.81213.57.05324.340.120.380.8-
2020/1108.06-2.512.78108.062.78344.550.110.410.41-
2019/12110.84-11.784.31244.214.790.0N/A0.334.45-
2019/11125.6520.1412.591133.374.830.0N/A0.384.12-
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)28380.644.3210.774.095.141833.486.4718.96-1.719.57-2.457.823.85175.453.86174.717.91122.7411.32
2022 (9)28200.183.900.263.892.371722.0610.3119.29-4.039.81-4.577.53-8.39168.935.23161.913.91110.260.35
2021 (8)28150.113.89-2.753.80-3.551561.117.520.10-15.0810.28-14.98.22-11.9160.53-0.02155.820.8109.88-2.65
2020 (7)28121.594.00-9.913.94-9.221328.616.7823.67-10.2412.08-12.599.33-12.64160.56-6.61154.58-6.78112.87-9.57
2019 (6)27681.654.44-8.644.34-7.261244.214.7926.37-9.0413.82-9.6710.68-12.46171.93-5.34165.82-6.26124.81-8.51
2018 (5)27230.044.86-3.954.68-9.831187.321.3328.99-4.9215.30-6.0812.20-4.39181.62-4.87176.890.33136.42-3.88
2017 (4)27220.05.06-9.645.19-2.991171.710.4530.49-6.0416.29-5.0712.76-6.59190.92-4.64176.31-8.13141.92-7.36
2016 (3)27220.05.60-2.615.35-0.931166.470.4332.453.6417.166.1913.66-1.87200.26.67191.915.64153.2-2.33
2015 (2)27220.895.753.65.402.861161.443.1331.31-6.0316.16-7.6613.920.8187.69-4.78181.66-3.71156.864.53
2014 (1)26980.35.55-3.985.25-8.061126.243.8933.32017.50013.810197.12-6.45188.66-2.85150.06-3.7

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