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)2210.07.280.35-12.51650.0-0.01-104.3592.860.47291.67261.5421.653.14102.1531.783.1115.2713.023.83462.6712.87-0.08763.42.827.22842.110.77-12.51825.016.6616.265000.012.87-0.08763.461.01112.7223.38
24Q2 (19)2212.315.240.40237.93344.440.23151.11560.00.12141.389.0920.99118.8799.1530.82107.425.6912.54158.41314.7312.88181.11438.062.63227.67524.190.88241.94363.1614.33181.89572.9412.88181.11438.0657.77117.18-155.69
24Q1 (18)2162.864.85-0.29-3.57-1550.0-0.45-462.5-662.5-0.29-93.33-1550.09.59-3.33-16.114.86-39.89-33.78-21.47-145.09-354.87-15.88-18.6-170.07-2.06-136.78-281.48-0.62-6.9-1650.0-17.50-37.15-199.15-15.88-18.6-170.07-5.36-751.78-209.82
23Q4 (17)2101.948.25-0.28-1500.0-500.0-0.0842.86-136.36-0.15-215.38-111.549.92-7.38-31.5424.72-10.347.57-8.76-144.01-328.12-13.39-590.21-2295.08-0.87-128.95-255.36-0.58-1550.0-546.15-12.76-3652.94-973.97-13.39-590.21-2295.08-2.88-788.89-68.57
23Q3 (16)206-1.90.980.02-77.78-96.67-0.14-180.0-207.690.1318.18-89.6810.711.61-33.8927.5712.443.61-3.5938.53-202.57-1.9449.08-122.38-0.3838.71-166.670.04-78.95-96.72-0.3488.78-103.69-1.9449.08-122.38-3.09136.11-171.25
23Q2 (15)2101.9411.110.09350.0-80.85-0.05-162.5-123.810.11450.0-82.2610.54-7.79-29.5924.529.271.62-5.84-23.73-326.36-3.8135.2-173.98-0.62-14.81-258.970.19375.0-78.41-3.0348.21-156.01-3.8135.2-173.98-14.46139.28-113.07
23Q1 (14)2066.198.990.02-71.43-86.670.08-63.64233.330.02-98.46-86.6711.43-21.12-18.1822.44-2.35-4.43-4.72-222.92-1673.33-5.88-1063.93-352.36-0.54-196.43-1450.00.04-69.23-86.21-5.85-500.68-276.74-5.88-1063.93-352.36-15.84-79.882.80
22Q4 (13)194-4.93.190.07-88.33450.00.2269.23466.671.303.17548.2814.49-10.565.022.98-13.642.913.849.71388.720.61-92.96149.190.56-1.75411.110.13-89.34425.01.46-84.16324.620.61-92.96149.19-1.17-30.3415.57
22Q3 (12)2047.948.510.6027.66900.00.13-38.1225.01.26103.23566.6716.28.2220.4526.6110.289.423.5035.66138.18.6768.35733.650.5746.15185.01.2238.64916.679.2270.43415.088.6768.35733.657.69120.50205.95
22Q2 (11)1890.01.070.47213.33376.470.21450.0800.00.62313.33287.8814.977.1614.124.132.7712.342.58760.0509.525.15121.03311.070.39875.0587.50.88203.45375.05.4163.44308.085.15121.03311.074.20531.66225.00
22Q1 (10)1890.531.070.15850.0193.75-0.060.050.00.15151.72193.7513.971.2315.4523.485.159.010.30122.56111.812.33287.9176.140.04122.22112.90.29825.0196.673.31609.23214.142.33287.9176.141.92358.33-125.00
21Q4 (9)1880.01.62-0.02-133.330-0.06-250.0-140.0-0.29-7.41-151.7913.82.6-13.3222.33-8.18-4.08-1.33-190.48-143.46-1.24-219.23-221.57-0.18-190.0-136.73-0.04-133.33-500.0-0.65-136.31-167.71-1.24-219.23-221.572.560.98-8.33
21Q3 (8)1880.531.620.06135.29-86.960.04233.33-92.45-0.2718.18-148.2113.452.52-28.8724.3213.22-6.11.47333.33-84.541.04142.62-84.480.2350.0-88.890.12137.5-85.881.79168.85-77.051.04142.62-84.485.4764.52154.17
21Q2 (7)1870.01.08-0.17-6.25-160.71-0.0375.0-108.57-0.33-106.25-430.013.128.43-19.0121.48-0.28-23.67-0.6375.2-107.5-2.4420.26-144.94-0.0874.19-105.88-0.32-6.67-162.75-2.6010.34-138.12-2.4420.26-144.94-7.78-3.12-52.50
21Q1 (6)1871.081.08-0.1605.88-0.12-180.014.29-0.16-128.575.8812.1-23.99-0.0821.54-7.47-15.03-2.54-183.01-588.46-3.06-400.0-887.1-0.31-163.27-616.67-0.3-3100.06.25-2.90-402.08-657.69-3.06-400.0-887.1-19.90-50.00-125.85
20Q4 (5)1850.00.00.00-100.0-100.00.15-71.7-42.310.560.069.715.92-15.818.8223.28-10.12-22.663.06-67.82-62.551.02-84.78-67.620.49-72.78-58.820.01-98.82-75.00.96-87.69-78.851.02-84.78-67.62--0.00
20Q3 (4)1850.00.00.4664.290.00.5351.430.00.56460.00.018.9116.730.025.90-7.960.09.5113.210.06.7023.390.01.832.350.00.8566.670.07.8014.370.06.7023.390.0--0.00
20Q2 (3)1850.00.00.28264.710.00.35350.00.00.10158.820.016.233.770.028.1411.010.08.401515.380.05.431851.610.01.362166.670.00.51259.380.06.821211.540.05.431851.610.0--0.00
20Q1 (2)1850.00.0-0.17-950.00.0-0.14-153.850.0-0.17-151.520.012.11-17.220.025.35-15.780.00.52-93.640.0-0.31-109.840.00.06-94.960.0-0.32-900.00.00.52-88.550.0-0.31-109.840.0--0.00
19Q4 (1)1850.00.00.020.00.00.260.00.00.330.00.014.630.00.030.100.00.08.170.00.03.150.00.01.190.00.00.040.00.04.540.00.03.150.00.0--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)
2024/114.68-26.3542.8163.2459.9417.17N/A子公司新市場出貨增加所致
2024/106.353.5569.0958.5761.4919.94N/A子公司新市場出貨增加所致
2024/96.13-17.6961.3652.2160.6121.640.81子公司新市場出貨增加所致
2024/87.45-7.43112.1146.0860.5123.620.74子公司新市場出貨增加所致
2024/78.05-0.76138.5538.6253.3123.270.75子公司新市場出貨增加所致
2024/68.1114.21100.2730.5740.1220.980.99子公司新市場出貨增加所致
2024/57.123.26125.6622.4626.4116.161.28子公司新市場出貨增加所致
2024/45.7675.0373.115.355.0312.061.72子公司新市場出貨增加所致
2024/33.299.85-15.039.59-15.049.592.1-
2024/23.0-9.07-16.46.3-15.059.32.16-
2024/13.39.61-13.793.3-13.799.582.1-
2023/123.01-8.18-43.0642.55-28.310.041.44-
2023/113.28-12.8-29.1939.54-26.8610.831.33-
2023/103.76-1.17-17.3536.27-26.6411.071.3-
2023/93.88.18-40.1332.51-27.5810.691.32-
2023/83.514.09-31.9228.71-25.5110.941.29-
2023/73.38-16.68-27.7625.19-24.5210.581.34-
2023/64.0528.69-20.921.82-24.010.531.28-
2023/53.15-5.44-37.5417.76-24.6710.351.31-
2023/43.33-14.08-30.6214.62-21.1710.791.25-
2023/33.888.08-23.6411.29-17.8711.291.35-
2023/23.59-6.25-3.377.41-14.4912.691.2-
2023/13.83-27.6-22.813.83-22.8113.741.11-
2022/125.2814.191.159.3512.5814.461.19-
2022/114.631.78-0.4354.0713.8415.521.11-
2022/104.55-28.4110.6449.4415.3916.061.07-
2022/96.3523.0229.1944.8915.8916.191.21-
2022/85.1610.4525.1338.5413.9614.961.3-
2022/74.67-8.766.0133.3812.4114.841.32-
2022/65.121.619.128.7113.5214.961.44-
2022/55.045.0324.2323.5814.5314.921.44-
2022/44.8-5.4410.4318.5412.1513.591.58-
2022/35.0836.7716.9613.7412.7713.741.62-
2022/23.71-25.116.898.6710.4413.891.6-
2022/14.96-5.1513.264.9613.2614.831.5-
2021/125.2312.45-0.6952.72-16.5213.981.61-
2021/114.6513.1-4.9347.49-17.9613.671.65-
2021/104.11-16.41-28.8742.84-19.1613.151.71-
2021/94.9219.15-24.1438.74-17.9713.451.51-
2021/84.13-6.42-34.2833.82-16.9913.231.53-
2021/74.41-6.1-28.2629.69-13.8413.161.54-
2021/64.715.69-19.3425.29-10.7113.11.33-
2021/54.06-6.63-25.220.59-8.4812.741.36-
2021/44.350.15-12.4616.53-3.1712.161.43-
2021/34.3424.99-12.1912.190.6312.191.32-
2021/23.47-20.653.537.859.4713.111.23-
2021/14.38-16.8514.74.3814.714.531.11-
2020/125.267.65-3.9663.1515.215.930.94-
2020/114.89-15.372.0957.8917.3317.140.87-
2020/105.78-10.8532.8753.018.9718.530.81-
2020/96.483.2248.5747.2217.4618.90.75-
2020/86.282.1472.4540.7413.6818.240.78客戶需求持續增溫,帶動營收成長
2020/76.155.5662.3134.477.0417.390.82客戶需求持續增溫,帶動營收成長
2020/65.827.2939.0828.32-0.3216.210.85-
2020/55.439.2630.9322.5-7.1315.330.9-
2020/44.970.4710.7417.08-14.9813.261.04-
2020/34.9447.37-9.1712.11-22.3712.111.03-
2020/23.35-12.08-16.177.17-29.4412.650.99-
2020/13.81-30.39-38.063.81-38.060.0N/A-
2019/125.4814.45-3.4254.82-19.860.0N/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)2108.25-0.150-0.19042.6-28.5624.771.64-5.660-6.130-2.410-2.290-0.310
2022 (9)1943.191.1400.50059.6313.6224.378.552.6004.3401.5502.9802.530
2021 (8)1881.62-0.290-0.18052.48-16.8722.45-12.68-0.720-1.380-0.380-0.540-0.550
2020 (7)1850.00.5669.70.884300.063.1315.0325.71-3.095.8781.173.6028.573.71108.432.7919.231.0470.49
2019 (6)1850.540.3300.02054.88-20.1626.5310.273.244.852.8058.191.78-16.042.3413.590.610
2018 (5)1840.55-0.150-0.10068.7422.0324.06-5.283.0901.7702.1202.060-0.270
2017 (4)1830.0-0.980-0.57056.338.2425.40-8.63-0.550-2.430-0.310-0.860-1.80
2016 (3)183-5.670.42-39.130.27-44.952.04-5.6227.805.821.75-34.461.66-34.390.91-38.11.15-39.150.83-45.03
2015 (2)194-0.510.6915.00.49157.8955.14-10.1426.27-1.092.6716.092.534.981.474.261.89-17.111.5117.97
2014 (1)1953.170.60-11.760.1918.7561.364.7526.5602.3002.4101.41-7.842.28-11.631.28-9.86

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