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)400.00.0-0.38-11.76-90.0-0.35-6.06-16.67-1.13-50.673.420.962.131.0531.94-7.873.03-14.92-10.27-15.03-15.99-9.9-89.45-0.14-7.69-16.67-0.15-7.14-87.5-15.99-10.05-90.36-15.99-9.9-89.4510.562.6610.31
24Q2 (19)400.00.0-0.3417.0733.33-0.3326.6737.74-0.75-82.9322.680.9418.999.334.6722.2122.38-13.5338.0244.57-14.5530.3238.4-0.1323.5338.1-0.1417.6530.0-14.5330.3538.17-14.5530.3238.4-6.74-199.16-149.16
24Q1 (18)400.02.56-0.41-415.3810.87-0.45-325.0-7.14-0.4160.5810.870.79-32.486.7628.37-33.9-13.03-21.83-428.276.15-20.88-580.014.95-0.17-312.50.0-0.17-440.05.56-20.86-573.0215.03-20.88-580.014.95-4.66-125.19-79.17
23Q4 (17)400.02.560.13165.0141.940.20166.67300.0-1.0411.11-331.111.1723.1613.5942.9238.4546.636.65151.27194.464.35151.54137.240.08166.67214.290.05162.5141.674.41152.5128.884.35151.54137.2416.82112.89105.03
23Q3 (16)400.02.56-0.2060.7828.57-0.3043.421.05-1.17-20.62-256.00.9510.47-6.8631.009.4227.36-12.9746.875.88-8.4464.2720.53-0.1242.8614.29-0.0860.027.27-8.4064.2612.32-8.4464.2720.5313.3424.968.60
23Q2 (15)402.562.56-0.51-10.87-368.42-0.53-26.19-630.0-0.97-110.87-194.170.8616.22-34.3528.33-13.15-24.51-24.41-4.94-908.28-23.623.79-522.54-0.21-23.53-625.0-0.2-11.11-385.71-23.504.28-569.06-23.623.79-522.54-5.97-29.63-173.09
23Q1 (14)390.00.0-0.46-48.39-154.12-0.42-320.0-153.85-0.46-202.22-154.120.74-28.16-57.7132.6211.45-32.92-23.26-230.4-202.92-24.55-110.19-230.1-0.17-142.86-143.59-0.18-50.0-154.55-24.55-60.77-203.85-24.55-110.19-230.1-13.59-29.55-123.16
22Q4 (13)390.02.63-0.31-10.71-125.2-0.1073.68-108.470.45-40.0-86.691.030.98-56.1729.2720.25-40.99-7.0448.91-128.71-11.68-9.98-158.17-0.0750.0-112.07-0.12-9.09-125.53-15.27-59.39-161.77-11.68-9.98-158.17-10.58-129.04-203.16
22Q3 (12)390.02.63-0.28-247.37-121.71-0.38-480.0-130.890.75-27.18-64.951.02-22.14-55.6524.34-35.15-49.05-13.78-556.29-165.31-10.62-289.98-149.19-0.14-450.0-129.17-0.11-257.14-122.0-9.58-291.22-144.37-10.62-289.98-149.19-23.64-162.51-283.59
22Q2 (11)390.02.630.19-77.65-73.970.10-87.18-81.821.0321.1821.181.31-25.14-29.1937.53-22.83-10.133.02-86.64-75.295.59-70.38-63.250.04-89.74-82.610.07-78.79-75.05.01-78.81-67.045.59-70.38-63.25-25.34-54.27-60.54
22Q1 (10)392.632.630.85-30.89672.730.78-33.9550.00.85-74.85672.731.75-25.5328.6848.63-1.9667.022.60-7.83483.9818.87-6.03484.210.39-32.76680.00.33-29.79725.023.64-4.37627.3818.87-6.03484.21-11.68-17.77-18.98
21Q4 (9)380.00.01.23-4.65720.01.18-4.07883.333.3857.941265.522.352.1744.1749.603.8391.5124.5216.21725.5920.08-6.99482.030.5820.831060.00.47-6.0683.3324.7214.5616.5220.08-6.99482.0313.2536.0359.78
21Q3 (8)380.00.01.2976.712050.01.23123.644000.02.14151.76586.362.324.3285.4847.7714.3986.5321.1072.672053.0621.5941.951007.180.48108.74700.00.578.572400.021.5942.041007.1821.5941.951007.1830.18320.18240.98
21Q2 (7)380.00.00.73563.64484.210.55358.33423.530.85672.73270.01.8536.0348.041.7643.4186.3512.22215.76297.7315.21370.9361.340.23360.0387.50.28600.0500.015.20367.69360.7215.21370.9361.349.74268.49179.16
21Q1 (6)380.00.00.11-26.67135.480.120.0140.00.11137.93135.481.36-16.5663.8629.1212.434.223.8730.3126.043.23-6.38122.510.050.0141.670.04-33.33133.333.25-5.8122.683.23-6.38122.517.4561.66150.00
20Q4 (5)380.00.00.15150.0165.220.12300.0152.17-0.2934.0974.781.6331.4541.7425.901.1311.832.97203.06137.593.4576.92145.880.05400.0155.560.06200.0166.673.4576.92145.883.4576.92145.88--0.00
20Q3 (4)380.00.00.06131.580.00.03117.650.0-0.4412.00.01.24-0.80.025.6114.280.00.98115.860.01.95133.510.00.01112.50.00.02128.570.01.95133.450.01.95133.510.0--0.00
20Q2 (3)380.00.0-0.1938.710.0-0.1743.330.0-0.50-61.290.01.2550.60.022.41-19.790.0-6.1858.410.0-5.8259.440.0-0.0833.330.0-0.0741.670.0-5.8359.320.0-5.8259.440.0--0.00
20Q1 (2)380.00.0-0.31-34.780.0-0.30-30.430.0-0.3173.040.00.83-27.830.027.9420.640.0-14.86-88.10.0-14.35-90.820.0-0.12-33.330.0-0.12-33.330.0-14.33-90.560.0-14.35-90.820.0--0.00
19Q4 (1)380.00.0-0.230.00.0-0.230.00.0-1.150.00.01.150.00.023.160.00.0-7.900.00.0-7.520.00.0-0.090.00.0-0.090.00.0-7.520.00.0-7.520.00.0--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)
2024/100.331.81-19.423.022.410.95N/A-
2024/90.326.032.022.695.890.960.69-
2024/80.3-10.31-14.972.376.430.950.69-
2024/70.346.5421.282.0710.480.970.68-
2024/60.32-1.9515.781.738.610.940.77-
2024/50.326.1610.481.427.130.930.78-
2024/40.30.262.71.16.180.790.91-
2024/30.360.11-5.050.797.580.791.11-
2024/20.19-37.31-21.190.4917.20.851.03-
2024/10.3-16.9268.760.368.761.070.82需求增加
2023/120.36-10.147.73.71-27.331.170.73-
2023/110.4-0.1132.193.35-29.81.120.76-
2023/100.428.924.012.95-34.041.070.79-
2023/90.31-11.63-14.812.54-37.670.950.97-
2023/80.3527.933.752.23-39.940.91.02-
2023/70.281.71-10.681.87-44.370.841.09-
2023/60.27-6.44-22.981.6-47.790.861.35-
2023/50.29-1.3-38.491.32-51.040.911.28市場需求減少
2023/40.3-7.31-38.751.03-53.710.851.36市場需求減少
2023/30.3232.89-47.090.74-57.830.741.87市場需求減少
2023/20.2434.24-40.530.42-63.480.761.83市場需求減少
2023/10.18-46.98-75.940.18-75.940.821.68市場需求減少
2022/120.3410.29-54.285.11-34.971.031.55市場需求減少
2022/110.31-21.4-61.114.77-32.971.061.51市場需求減少
2022/100.395.58-53.174.47-29.491.11.46市場需求減少
2022/90.377.62-53.224.08-25.921.021.86市場需求減少
2022/80.3410.13-53.933.71-21.361.011.89市場需求減少
2022/70.31-12.3-59.513.37-15.281.141.67市場需求減少
2022/60.35-25.28-48.243.06-4.711.311.42-
2022/50.47-1.72-20.922.77.071.561.19-
2022/40.48-19.93-14.592.2315.781.491.25-
2022/30.649.398.731.7528.381.750.77-
2022/20.4-45.732.81.1541.861.880.72-
2022/10.740.7747.310.7447.312.260.6-
2021/120.74-6.1835.127.8658.832.350.39市場需求增加
2021/110.79-5.3740.717.1261.762.40.38市場需求增加
2021/100.835.4758.86.3464.822.360.39市場需求增加
2021/90.795.9870.395.5165.772.30.32市場需求增加
2021/80.74-3.1991.894.7265.022.190.33市場需求增加
2021/70.7712.195.23.9860.822.050.36市場需求增加
2021/60.6814.1681.63.2154.321.850.43市場需求增加
2021/50.66.1432.62.5348.291.720.46-
2021/40.561.9232.791.9353.961.420.56市場需求增加
2021/30.5582.4759.881.3664.851.360.56市場需求增加
2021/20.3-39.7779.830.8168.441.350.56市場需求增加
2021/10.5-7.5562.260.562.261.610.47市場需求增加
2020/120.55-2.331.464.9522.311.630.44-
2020/110.566.7950.844.421.271.540.47市場需求增加
2020/100.5213.1642.413.8417.911.370.53-
2020/90.4619.3627.033.3214.81.240.69-
2020/80.39-1.517.192.8613.051.160.74-
2020/70.394.299.132.4714.021.220.7-
2020/60.38-16.6416.882.0815.01.250.72-
2020/50.456.2911.21.714.591.220.74-
2020/40.4322.7223.281.2515.860.940.96-
2020/30.35105.2414.080.8312.380.830.93-
2020/20.17-45.664.910.4811.180.890.86-
2020/10.31-25.114.910.3114.911.10.7-
2019/120.4112.0922.174.040.780.0N/A-
2019/110.370.82-5.653.63-1.190.0N/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)402.56-1.040-1.0703.71-27.434.46-6.94-11.470-11.120-0.430-0.410-0.410
2022 (9)392.630.43-86.220.42-86.365.11-34.9937.03-15.24.33-74.63.41-79.280.22-83.580.22-84.290.17-86.82
2021 (8)380.03.1203.0807.8658.7943.6772.7517.05016.4601.3401.401.290
2020 (7)380.0-0.290-0.3504.9522.5225.28-4.06-2.830-2.250-0.140-0.110-0.110
2019 (6)380.0-1.150-1.1504.040.7526.35-15.03-11.440-10.870-0.460-0.440-0.440
2018 (5)38-2.56-0.630-0.9004.01-8.2431.01-3.43-9.270-6.020-0.370-0.250-0.240
2017 (4)390.0-0.400-0.5504.37-27.4132.11-9.45-5.580-3.500-0.240-0.170-0.150
2016 (3)392.630.66-35.290.68-9.336.025.2435.46-5.695.19-27.624.31-38.070.31-24.390.3-41.180.26-35.0
2015 (2)3815.151.02-39.640.75-16.675.724.3837.60-2.797.17-6.646.96-33.520.41-2.380.51-19.050.4-29.82
2014 (1)33-2.941.6945.690.9012.55.480.5538.6807.68010.4700.4213.510.6340.00.5742.5

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