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)871.161.160.08-77.78700.00.05-84.85200.00.949.3683.331.0-28.0616.2884.36-2.890.24.93-81.46206.946.28-75.481327.270.05-86.49225.00.07-77.42600.07.47-73.53329.316.28-75.481327.27-1.41-52.89237.57
24Q2 (19)860.00.00.36-28.0100.00.33560.0335.710.8672.0681.821.3925.2359.7786.8712.375.4126.59413.32443.125.61-35.3120.460.37516.67628.570.31-27.91106.6728.22-30.4820.525.61-35.3120.4632.87263.27347.86
24Q1 (18)860.00.00.50554.55814.290.05135.71145.450.504900.0814.291.1140.5121.9877.31-8.893.955.18137.7142.4639.59420.57551.430.06154.55154.550.43530.0816.6740.59478.29604.8539.59420.57551.4316.18-322.73-22.14
23Q4 (17)860.00.0-0.11-1200.021.43-0.14-180.06.670.01-91.67103.850.79-8.141.2884.850.782.97-13.74-198.0514.92-12.35-2906.8214.94-0.11-175.015.38-0.1-1100.016.67-10.73-716.6728.18-12.35-2906.8214.94-4.65-647.22-57.85
23Q3 (16)860.00.00.01-94.44107.14-0.0564.2979.170.129.09192.310.86-1.156.1784.192.160.3-4.6140.5282.270.44-97.93102.83-0.0442.8680.950.01-93.33108.331.74-92.57111.520.44-97.93102.83-2.78131.3518.51
23Q2 (15)860.00.00.18357.14-10.0-0.14-27.27-133.330.11257.141000.00.87-4.4-27.582.4110.81-3.23-7.7536.48-1213.5621.26342.4238.14-0.0736.36-600.00.15350.0-11.7623.42391.2930.1121.26342.4238.146.14203.57-0.30
23Q1 (14)860.00.0-0.0750.061.11-0.1126.6754.17-0.0773.0861.110.9116.673.4174.37-9.75-3.5-12.2024.4647.84-8.7739.655.37-0.1115.3847.62-0.0650.062.5-8.0446.1855.43-8.7739.655.376.4925.0032.09
22Q4 (13)860.00.0-0.140.041.67-0.1537.537.5-0.26-100.043.480.78-3.7-1.2782.40-1.83-0.88-16.1537.8830.18-14.526.6247.94-0.1338.127.78-0.120.042.86-14.941.0633.98-14.526.6247.94-18.10-85.00-131.25
22Q3 (12)860.00.0-0.14-170.0-177.78-0.24-300.0-140.0-0.13-1400.040.910.81-32.5-16.4983.94-1.43-2.89-26.00-4306.78-244.37-15.55-201.04-186.58-0.21-2000.0-200.0-0.12-170.59-175.0-15.10-183.89-182.15-15.55-201.04-186.581.9320.56-112.50
22Q2 (11)860.00.00.20211.11195.24-0.0675.073.910.01105.56102.51.236.3650.085.1610.5-1.33-0.5997.4897.415.39178.32172.77-0.0195.2494.440.17206.25194.4418.00199.78191.0915.39178.32172.7723.88118.0637.50
22Q1 (10)860.00.0-0.1825.05.26-0.240.0-4.35-0.1860.875.260.8811.392.3377.07-7.29-8.73-23.39-1.12-3.68-19.6529.541.21-0.21-16.67-10.53-0.1623.810.0-18.0420.281.37-19.6529.541.21-3.58-104.17-70.00
21Q4 (9)860.00.0-0.24-233.33-900.0-0.24-140.0-2300.0-0.46-109.09-4700.00.79-18.56-24.7683.13-3.83-3.94-23.13-206.36-2560.64-27.89-255.29-1156.44-0.18-157.14-1900.0-0.21-231.25-1150.0-22.63-223.12-769.53-27.89-255.29-1156.441.35-23.81-41.74
21Q3 (8)860.00.00.18185.7163.64-0.1056.52-11.11-0.2245.0-2100.00.9721.25-14.1686.440.152.08-7.5566.71-612.2617.96184.9236.27-0.0761.11-600.00.16188.8977.7818.38193.0227.4617.96184.9236.277.1387.5928.26
21Q2 (7)860.0-9.47-0.21-10.53-950.0-0.230.0-155.56-0.40-110.53-233.330.8-6.98-36.5186.312.21-4.51-22.68-0.53-806.54-21.15-6.33-484.55-0.185.26-550.0-0.18-12.5-800.0-19.76-8.04-360.34-21.15-6.33-484.55-12.54-371.93-1100.00
21Q1 (6)860.00.0-0.19-733.33-90.0-0.23-2200.0-53.33-0.19-2000.0-90.00.86-18.1-24.5684.44-2.43-2.75-22.56-2500.0-85.99-19.89-853.41-105.05-0.19-2000.0-35.71-0.16-900.0-100.0-18.29-641.12-139.71-19.89-853.41-105.05-12.59-403.03-1055.56
20Q4 (5)860.00.00.03-72.73250.0-0.0188.8950.00.01200.0-98.911.05-7.08-15.3286.542.20.920.94188.68130.322.64-79.97164.710.01200.0125.00.02-77.78200.03.38-76.56204.322.64-79.97164.71--0.00
20Q3 (4)86-9.470.00.11650.00.0-0.090.00.0-0.0191.670.01.13-10.320.084.68-6.320.0-1.06-133.020.013.18139.640.0-0.01-125.00.00.09550.00.014.4289.990.013.18139.640.0--0.00
20Q2 (3)9510.470.0-0.0280.00.0-0.0940.00.0-0.12-20.00.01.2610.530.090.394.10.03.21126.460.05.50156.70.00.04128.570.0-0.0275.00.07.59199.480.05.50156.70.0--0.00
20Q1 (2)860.00.0-0.10-400.00.0-0.15-650.00.0-0.10-110.870.01.14-8.060.086.831.260.0-12.13-291.290.0-9.70-137.750.0-0.14-250.00.0-0.08-300.00.0-7.63-135.490.0-9.70-137.750.0--0.00
19Q4 (1)860.00.0-0.020.00.0-0.020.00.00.920.00.01.240.00.085.750.00.0-3.100.00.0-4.080.00.0-0.040.00.0-0.020.00.0-3.240.00.0-4.080.00.0--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)
2024/100.28-5.64.783.7729.940.84N/A-
2024/90.297.26-32.473.532.441.00.0-
2024/80.27-37.6731.663.2145.131.240.0-
2024/70.44-17.8792.632.9446.521.420.0新遊戲營收挹注
2024/60.5317.91100.772.540.641.390.0新遊戲營收挹注
2024/50.4510.7344.751.9730.121.360.0-
2024/40.41-18.9839.131.5226.341.330.0-
2024/30.518.06102.981.1122.221.110.0新遊戲上市挹注營收
2024/20.43131.7173.560.61-7.970.870.0因113年2月適逢春節期間,玩家儲點較高,故營收較高。
2024/10.18-30.42-55.930.18-55.930.720.0因112年1月適逢春節期間,玩家儲點較高,故營收較高。
2023/120.26-1.69-0.423.44-6.170.80.0-
2023/110.272.1621.133.17-6.620.960.0-
2023/100.26-39.16-9.892.9-8.560.90.0-
2023/90.43109.1466.662.64-8.420.860.0合約終止,轉認收入
2023/80.21-8.82-17.242.21-15.830.70.0-
2023/70.23-14.4-24.992.0-15.690.80.0-
2023/60.26-14.98-44.871.78-14.330.870.0-
2023/50.316.43-21.521.51-5.140.850.0-
2023/40.2918.19-8.951.20.270.780.0-
2023/30.250.95-11.680.913.650.910.0-
2023/20.25-41.17-8.180.6610.850.930.0-
2023/10.4257.2126.260.4226.260.90.0-
2022/120.2619.59-1.223.667.150.780.0-
2022/110.22-24.0-9.053.47.860.770.0-
2022/100.2912.514.383.189.280.80.0-
2022/90.263.84-23.162.899.80.810.0-
2022/80.25-17.35-12.02.6314.651.030.0-
2022/70.3-37.09-14.22.3818.421.180.0-
2022/60.4821.0371.172.0725.351.20.0六月份營收增加主係授權遊戲分成金挹注。
2022/50.423.4842.61.5916.011.00.0-
2022/40.3214.6535.421.29.260.870.0-
2022/30.284.9410.10.882.050.880.0-
2022/20.27-19.1-24.370.6-1.330.870.0-
2022/10.3322.9930.930.3330.930.840.0-
2021/120.2710.11-35.043.42-25.350.790.0-
2021/110.24-12.77-16.313.15-24.390.860.0-
2021/100.28-17.17-18.82.91-24.990.90.0-
2021/90.3418.91-18.462.63-25.60.970.0-
2021/80.28-19.42-15.992.29-26.540.920.0-
2021/70.3525.5-6.612.01-27.830.910.0-
2021/60.280.83-25.531.66-31.150.80.0-
2021/50.2817.27-44.991.37-32.190.770.0-
2021/40.24-6.78-37.891.1-27.940.840.0-
2021/30.25-27.91-29.930.86-24.610.860.0-
2021/20.3540.0521.530.6-22.131.020.0-
2021/10.25-38.98-48.20.25-48.20.960.0-
2020/120.4141.861.024.58-30.91.050.0-
2020/110.29-15.37-24.994.17-33.01.050.0-
2020/100.34-16.83-21.773.88-33.531.10.0-
2020/90.4122.52-8.433.53-34.491.130.0-
2020/80.34-10.42-43.643.12-36.871.090.0-
2020/70.380.07-42.512.78-35.941.260.0-
2020/60.38-25.51-41.372.4-34.771.260.0-
2020/50.5132.4-22.672.03-33.381.250.0-
2020/40.385.16-28.361.52-36.311.040.0-
2020/30.3625.03-42.341.14-38.591.140.0-
2020/20.29-40.3-53.660.78-36.671.190.0本月較去年同期減少百分比達50%以上,係因本公司點數收入減少所致。
2020/10.4919.0-18.930.49-18.931.280.0-
2019/120.415.32-40.546.6310.440.0N/A-
2019/110.39-11.73-52.156.2217.040.0N/A本月較去年本月減少百分比達50%以上,係因點數收入及權利金收入下降所致。
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)860.00.010-0.4403.44-6.0181.30-1.3-9.5200.300-0.3300.0600.010
2022 (9)860.0-0.260-0.6903.667.0282.37-3.25-14.980-6.190-0.550-0.180-0.230
2021 (8)860.0-0.460-0.8203.42-25.3385.14-2.38-18.450-11.270-0.630-0.310-0.390
2020 (7)860.00.01-98.91-0.3404.58-30.9287.223.28-2.1802.95-76.64-0.100.21-77.890.01-98.73
2019 (6)860.00.92104.440.70150.06.6310.584.455.4311.6634.9512.6348.240.7748.080.9541.790.79102.56
2018 (5)860.00.4500.2806.063.0480.10-9.188.6408.5200.5200.6700.390
2017 (4)860.0-0.730-0.8003.686.3688.205.29-18.420-17.740-0.680-0.610-0.630
2016 (3)860.0-0.900-1.3103.460.5883.7716.43-34.950-24.120-1.210-0.840-0.770
2015 (2)860.0-3.610-3.7103.44-13.5771.95-21.95-96.730-93.850-3.330-3.20-3.10
2014 (1)860.0-2.350-2.6303.98-42.992.190-57.330-50.710-2.280-2.010-2.020

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