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)696.156.150.13-61.76-87.00.1730.77-43.331.0913.54-39.446.74-4.67-12.699.37-6.86-17.231.89-15.63-57.431.33-58.04-84.170.13-18.75-61.760.09-59.09-86.151.40-66.1-86.211.33-58.04-84.173.60-53.0137.60
24Q2 (19)650.00.00.34-44.26-43.330.1344.44-56.670.9657.3818.527.0711.87-2.3510.068.41-8.712.24-13.51-54.933.17-49.76-41.190.160.0-55.560.22-45.0-43.594.13-48.31-44.793.17-49.76-41.194.18149.87-5.28
24Q1 (18)650.03.170.61344.0177.270.09-55.0-64.00.61-60.65177.276.32-3.516.589.285.33-12.122.5983.69-24.496.31349.41176.750.1677.78-20.00.4335.29185.717.99339.22180.356.31349.41176.75-9.34109.50-44.16
23Q4 (17)650.03.17-0.25-125.016.670.20-33.3342.861.55-13.89-53.456.55-15.16-8.658.81-22.17-3.191.41-68.2465.88-2.53-130.121.940.09-73.5350.0-0.17-126.155.56-3.34-132.91-10.23-2.53-130.121.94-4.27-29.16-16.66
23Q3 (16)650.03.171.0066.67-35.060.300.0150.01.80122.22-50.417.726.63-4.4611.322.723.954.44-10.6619.038.4055.84-29.650.34-5.5613.330.6566.67-32.2910.1535.7-30.438.4055.84-29.6514.36119.7010.00
23Q2 (15)653.1710.170.60172.73-54.550.3020.0-53.120.81268.18-63.357.2422.09-24.9711.024.36-8.74.9744.9-27.975.39136.4-33.290.3680.0-46.270.39178.57-50.07.48162.46-28.425.39136.4-33.292.40173.0349.28
23Q1 (14)630.06.780.22173.33-75.280.2578.57-10.710.22-93.39-75.285.93-17.29-21.4610.5616.04-5.463.43303.53-8.292.28188.37-67.430.2233.33-28.570.14177.78-73.582.85194.06-65.22.28188.37-67.43-14.2726.9347.62
22Q4 (13)630.06.78-0.30-119.48-156.60.1416.67-67.443.33-8.2637.67.17-11.26-30.999.10-16.440.330.85-77.21-76.19-2.58-121.61-186.00.06-80.0-83.78-0.18-118.75-158.06-3.03-120.77-182.34-2.58-121.61-186.0-13.77-51.41-32.29
22Q3 (12)636.786.781.5416.6779.070.12-81.25-78.183.6364.2592.068.08-16.27-15.6610.89-9.787.083.73-45.94-25.2511.9447.77124.860.3-55.22-37.50.9623.0888.2414.5939.62131.2211.9447.77124.865.7732.4923.66
22Q2 (11)590.00.01.3248.31230.00.64128.5716.362.21148.31114.569.6527.817.3412.078.0612.176.9084.4944.358.0815.43210.770.67139.2955.810.7847.17239.1310.4527.59234.948.0815.43210.770.2458.1246.84
22Q1 (10)590.00.00.8967.9239.060.28-34.88-42.860.89-63.2239.067.55-27.33-8.4811.1723.150.633.744.76-25.947.00133.3353.510.28-24.32-33.330.5370.9739.478.19122.5547.047.00133.3353.51-9.4314.78-28.35
21Q4 (9)590.00.00.53-38.373.920.43-21.82-21.822.4228.0437.510.398.4617.939.07-10.82-16.793.57-28.46-29.033.00-43.5-11.760.37-22.92-15.910.31-39.223.333.68-41.68-10.683.00-43.5-11.767.5138.31-10.91
21Q3 (8)590.00.00.86115.032.310.550.019.571.8983.550.09.586.5631.9610.17-5.48-3.64.994.397.785.31104.230.950.4811.6341.180.51121.7434.216.31102.2415.785.31104.230.957.7738.756.12
21Q2 (7)590.0-1.670.40-37.537.930.5512.2434.151.0360.9468.858.998.9713.6510.76-3.065.394.78-5.358.642.60-42.9818.180.432.3822.860.23-39.4735.293.12-43.992.32.60-42.9818.181.31-6.010.67
21Q1 (6)590.05.360.6425.4993.940.49-10.91188.240.64-63.6493.948.25-6.364.5611.101.8334.385.050.4110.424.5634.1293.220.42-4.55121.050.3826.67100.05.5735.1970.344.5634.1293.227.501.974.33
20Q4 (5)590.05.360.51-21.54264.290.5519.577.841.7639.68-30.718.8121.351.8510.903.3286.015.038.6427.023.40-35.36265.590.4429.4129.410.3-21.05275.04.12-24.4362.923.40-35.36265.59--0.00
20Q3 (4)59-1.670.00.65124.140.00.4612.20.01.26106.560.07.26-8.220.010.553.330.04.635.230.05.26139.090.00.34-2.860.00.38123.530.05.4578.690.05.26139.090.0--0.00
20Q2 (3)607.140.00.29-12.120.00.41141.180.00.6184.850.07.910.250.010.2123.610.04.4083.330.02.20-6.780.00.3584.210.00.17-10.530.03.05-6.730.02.20-6.780.0--0.00
20Q1 (2)560.00.00.33135.710.00.17-66.670.00.33-87.010.07.89-8.790.08.2640.960.02.40-39.390.02.36153.760.00.19-44.120.00.19137.50.03.27267.420.02.36153.760.0--0.00
19Q4 (1)560.00.00.140.00.00.510.00.02.540.00.08.650.00.05.860.00.03.960.00.00.930.00.00.340.00.00.080.00.00.890.00.00.930.00.0--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)
2024/102.31.834.9122.43-2.526.72N/A-
2024/92.254.02-10.3620.13-3.36.740.5-
2024/82.17-6.59-25.6717.88-2.336.720.5-
2024/72.323.843.5815.712.086.750.49-
2024/62.231.7-18.2613.391.837.060.39-
2024/52.2-16.53-13.6511.167.117.030.39-
2024/42.6319.5134.668.9613.826.390.43-
2024/32.241.795.156.336.936.330.51-
2024/21.55-39.66-14.864.137.916.450.5-
2024/12.5710.9128.682.5728.687.050.45-
2023/122.327.562.127.49-15.596.670.39-
2023/112.16-1.39-14.7625.17-16.916.860.38-
2023/102.19-12.99-13.7123.01-17.117.620.34-
2023/92.51-13.73-5.5520.82-17.457.670.32-
2023/82.9230.1714.4718.3-18.867.890.31-
2023/72.24-18.06-19.9815.39-23.17.520.32-
2023/62.737.443.2313.15-23.67.230.39-
2023/52.5430.17-7.5210.42-28.486.590.42-
2023/41.95-6.67-54.167.87-33.365.870.48因去年同期多筆設備專案同時結案認列營收,較本期僅單一專案認列差異1.72億元。
2023/32.0914.81-22.185.92-21.625.920.52-
2023/21.82-8.8-16.343.82-21.316.10.5-
2023/12.0-11.99-25.362.0-25.366.80.45-
2022/122.27-10.21-39.5732.56-12.337.340.5-
2022/112.53-0.18-27.530.29-9.267.730.48-
2022/102.54-4.76-18.4427.76-7.137.750.48-
2022/92.664.55-20.1425.22-5.818.010.44-
2022/82.55-9.01-19.3722.56-3.787.990.45-
2022/72.85.71-8.3720.01-1.358.20.43-
2022/62.65-3.75-9.617.21-0.19.660.38-
2022/52.75-35.47-11.5514.571.839.710.38-
2022/44.2658.4344.8211.825.559.140.41-
2022/32.6923.42-8.377.55-8.457.550.53-
2022/22.18-18.630.014.86-8.58.620.47-
2022/12.68-28.75-14.432.68-14.439.930.41-
2021/123.767.7210.8137.1416.4910.360.51-
2021/113.4912.2830.2933.3817.179.940.53-
2021/103.11-6.7414.4229.8915.89.60.55-
2021/93.335.5538.2926.7815.979.550.49-
2021/83.163.443.3823.4513.379.140.51-
2021/73.054.2915.4820.299.799.090.51-
2021/62.93-5.8314.8817.238.848.980.41-
2021/53.115.6526.1514.37.688.990.41-
2021/42.940.230.9311.193.468.060.45-
2021/32.9434.712.998.254.48.250.39-
2021/22.18-30.391.825.315.28.710.37-
2021/13.13-7.737.683.137.689.210.35-
2020/123.3926.6714.3631.88-18.678.790.18-
2020/112.68-1.39-6.5728.49-21.377.810.21-
2020/102.7212.71-6.4925.81-22.647.330.22-
2020/92.419.44-28.7723.09-24.187.260.25-
2020/82.2-16.71-36.9820.68-23.617.40.25-
2020/72.653.74-28.8318.48-21.637.660.24-
2020/62.553.4-27.3715.83-20.287.930.29-
2020/52.47-15.46-27.9413.28-18.768.230.28-
2020/42.922.28-9.7810.82-16.337.910.29-
2020/32.8533.18-14.187.9-18.517.90.28-
2020/22.14-26.38-22.995.05-20.788.020.28-
2020/12.91-2.01-19.062.91-19.068.740.25-
2019/122.973.48-4.3839.211.790.0N/A-
2019/112.87-1.3-20.036.2413.360.0N/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)653.171.54-53.611.06-9.427.43-15.4410.48-3.943.64-9.93.67-43.011.0-23.661.27-50.971.01-51.67
2022 (9)636.783.3237.761.17-42.3632.44-12.8210.916.864.04-11.46.4467.711.31-22.942.5949.712.0946.15
2021 (8)590.02.4136.932.0327.6737.2116.7210.212.14.5610.413.8417.431.728.791.7337.31.4337.5
2020 (7)595.361.76-30.711.59-27.7331.88-17.9810.000.74.13-14.673.27-10.661.32-29.791.26-29.211.04-26.76
2019 (6)567.692.54-19.372.2010.5538.8711.069.93-9.074.84-4.353.66-22.131.886.211.78-13.591.42-13.94
2018 (5)524.03.15121.831.9947.4135.058.2310.92-12.435.06-0.594.7045.511.7758.042.06123.911.65129.17
2017 (4)500.01.42230.231.35164.7122.1222.0112.4711.645.09122.273.23169.171.12166.670.92217.240.72227.27
2016 (3)500.00.43-63.560.5118.618.13-5.6211.170.362.290.441.20-61.040.42-4.550.29-60.270.22-62.71
2015 (2)502.041.181.720.4330.319.2110.0211.130.542.2823.913.08-6.670.4437.50.738.960.591.72
2014 (1)490.01.1673.130.3394.1217.4624.2711.0701.8403.3000.3288.240.6776.320.5875.76

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