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)290.00.07.425.433.946.7221.7472.3120.4656.936.499.923.1219.5248.1110.8323.8425.1020.140.321.872.3914.442.4923.8867.112.175.8536.4827.357.0516.8321.872.3914.445.1211.4623.88
24Q2 (19)290.00.07.0417.5332.085.5226.0326.0313.04117.738.589.627.1311.643.410.4210.9120.908.078.6321.3611.7720.812.0115.5221.082.0519.1933.9925.555.0614.7821.3611.7720.81-3.184.28-5.06
24Q1 (18)290.00.05.99-8.9746.14.38-36.152.345.99-72.2246.18.98-13.4910.4643.23-8.23.7219.34-10.921.4219.115.8732.891.74-22.6712.261.72-8.5147.0124.3218.033.2619.115.8732.895.784.9019.88
23Q4 (17)290.00.06.5818.7726.056.8675.95.2121.5643.83-14.8510.3825.062.5747.0921.215.4921.7121.35-3.7318.05-5.5522.042.2551.01-1.321.8818.2426.1720.61-11.9610.7518.05-5.5522.0410.6711.3632.47
23Q3 (16)290.00.05.543.94-30.663.90-10.96-11.5614.9959.3-25.428.3-3.71-7.8838.85-0.74-12.117.89-7.02-13.3719.118.09-24.411.49-10.24-19.891.593.92-30.2623.415.17-26.2919.118.09-24.411.1616.97-4.31
23Q2 (15)290.00.05.3330.0-14.034.382.3422.019.41129.51-22.238.626.03-2.9339.14-6.09-6.7219.240.89-0.2617.6822.95-11.561.667.1-2.921.5330.77-13.5622.2621.97-19.1417.6822.95-11.56-6.814.27-16.01
23Q1 (14)290.00.04.10-21.46-30.514.28-34.36-1.384.10-83.81-30.518.13-19.66-11.8241.68-6.63-2.7319.07-15.431.3314.38-2.77-22.231.55-32.02-10.41.17-21.48-30.3618.25-1.93-21.7414.38-2.77-22.23-3.67-28.076.75
22Q4 (13)290.00.05.22-34.67-38.226.5247.85-11.1725.3225.977.8810.1212.32-9.6444.641.04.8922.559.2-2.3414.79-41.5-31.272.2822.58-11.631.49-34.65-38.1718.61-41.4-27.2814.79-41.5-31.276.89-2.9035.34
22Q3 (12)290.00.07.9928.8756.054.4122.84-11.820.1066.1233.829.011.46-8.4344.205.349.020.657.059.5525.2826.4669.321.868.770.542.2828.8156.1631.7615.3767.625.2826.4669.32-1.1116.982.78
22Q2 (11)290.00.06.205.0822.533.59-17.28-35.7812.10105.0822.228.88-3.6910.4541.96-2.08-5.319.292.5-23.2419.998.1111.121.71-1.16-15.351.775.3622.9227.5318.0520.0619.998.1111.12-10.69-12.55-29.07
22Q1 (10)290.00.05.90-30.1821.654.34-40.87-9.395.90-74.8621.659.22-17.6822.9342.850.68-3.0818.82-18.49-20.7918.49-14.080.381.73-32.95-2.811.68-30.2921.7423.32-8.87-1.3118.49-14.080.38-1.9317.432.96
21Q4 (9)290.00.08.4565.04115.567.3446.874.3523.4756.2668.6111.213.8253.0142.564.96-1.0923.0922.498.121.5244.1440.382.5839.4665.382.4165.07115.1825.5935.0427.7621.5244.1440.3818.1133.1218.12
21Q3 (8)290.00.05.121.1926.115.00-10.5515.2115.0251.7250.359.8422.3952.840.55-8.49-13.9218.85-24.99-21.9814.93-17.01-17.331.85-8.4218.591.461.3925.8618.95-17.36-16.2214.93-17.01-17.3314.792.763.07
21Q2 (7)290.00.05.064.3342.545.5916.748.679.90104.1266.958.047.230.3144.310.23-6.7725.135.7711.6417.99-2.339.492.0213.4845.321.444.3542.5722.93-2.967.817.99-2.339.494.8314.0215.24
21Q1 (6)290.00.04.8523.72103.784.7913.78116.744.85-65.16103.787.52.4651.8244.212.741.8723.7611.2442.7918.4220.1635.041.7814.1117.071.3823.21102.9423.6317.9735.1818.4220.1635.048.0610.135.39
20Q4 (5)290.03.573.92-3.4523.664.21-3.09.9213.9239.3425.297.3213.6617.6843.03-8.66-4.9721.36-11.59-2.2415.33-15.127.651.560.014.711.12-3.4525.8420.03-11.459.115.33-15.127.65--0.00
20Q3 (4)290.00.04.0614.370.04.3415.430.09.9968.470.06.444.380.047.11-0.880.024.167.330.018.069.920.01.5612.230.01.1614.850.022.626.350.018.069.920.0--0.00
20Q2 (3)290.00.03.5549.160.03.7670.140.05.93149.160.06.1724.90.047.539.520.022.5135.280.016.4320.450.01.3969.510.01.0148.530.021.2721.680.016.4320.450.0--0.00
20Q1 (2)293.570.02.38-24.920.02.21-42.30.02.38-78.580.04.94-20.580.043.40-4.150.016.64-23.840.013.64-4.210.00.82-39.710.00.68-23.60.017.48-4.790.013.64-4.210.0--0.00
19Q4 (1)280.00.03.170.00.03.830.00.011.110.00.06.220.00.045.280.00.021.850.00.014.240.00.01.360.00.00.890.00.018.360.00.014.240.00.0--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)
2024/103.7813.8721.9232.314.6910.37N/A-
2024/93.321.4914.8128.5213.89.921.98-
2024/83.27-1.6738.8225.213.669.822.0-
2024/73.333.158.8321.9310.679.552.06-
2024/63.227.45-1.5518.611.019.621.89-
2024/53.0-11.529.3215.3714.069.41.93-
2024/43.3912.8530.4412.3715.279.171.98-
2024/33.018.44-4.738.9810.428.981.96-
2024/22.77-13.5310.85.9820.038.572.05-
2024/13.223.3629.333.229.3310.491.68-
2023/122.6-44.53-3.4835.44-4.8110.381.71-
2023/114.6851.0730.9832.84-4.9210.681.66-
2023/103.17.23-19.5728.16-9.068.352.13-
2023/92.8922.72-2.6725.06-7.578.32.18-
2023/82.36-22.91-15.2122.17-8.178.692.09-
2023/73.06-6.69-6.3719.81-7.269.082.0-
2023/63.2819.330.0716.75-7.428.622.01-
2023/52.745.57-4.2613.48-9.078.52.04-
2023/42.6-17.57-5.1310.73-10.228.262.1-
2023/33.1526.149.298.13-11.748.132.27-
2023/22.50.92-16.474.98-21.337.672.41-
2023/12.48-7.94-25.72.48-25.78.752.11-
2022/122.69-24.72-28.4437.231.7910.121.86-
2022/113.58-7.232.6734.545.2610.41.81-
2022/103.8629.76-2.4530.975.569.61.96-
2022/92.976.91-10.4527.116.819.012.13-
2022/82.78-14.88-9.0924.149.419.322.07-
2022/73.26-0.26-5.8121.3612.399.412.05-
2022/63.2714.1623.1218.116.458.882.05-
2022/52.874.617.3314.8215.088.492.15-
2022/42.74-5.041.1511.9617.18.622.12-
2022/32.89-3.619.579.2222.879.221.85-
2022/22.99-10.239.776.3324.4310.091.69-
2022/13.34-11.3341.383.3441.3810.581.61-
2021/123.768.030.9636.5847.0311.21.44-
2021/113.48-11.8653.0832.8249.1310.751.5本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大
2021/103.9519.1281.8429.3348.6710.331.56本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/93.328.5254.4425.3844.569.841.62本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/83.06-11.8147.7722.0643.199.181.73-
2021/73.4730.3855.7419.0142.488.81.81本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/62.66-0.4710.015.5439.828.041.92-
2021/52.67-1.439.0812.8848.117.791.98-
2021/42.7112.2447.5910.2150.677.851.97本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/32.41-11.4952.877.551.817.51.86本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/22.7315.6171.475.0951.317.961.75本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/12.36-17.8733.212.3633.217.511.86-
2020/122.8726.2539.6224.8820.677.321.74-
2020/112.284.686.2822.018.576.61.93-
2020/102.171.187.6219.7320.186.391.99-
2020/92.153.84-2.6517.5621.946.441.83-
2020/82.07-7.0512.5315.4126.396.711.76-
2020/72.23-7.936.8213.3428.856.561.8-
2020/62.4225.8237.8711.1127.366.172.0-
2020/51.924.6235.598.724.725.342.31-
2020/41.8416.2620.726.7821.955.012.46-
2020/31.58-0.73-1.084.9422.414.942.21-
2020/21.59-10.1852.853.3637.795.422.02本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2020/11.77-13.9226.591.7726.595.971.83-
2019/122.06-3.8968.7120.6138.870.0N/A本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/112.146.094.2318.5636.20.0N/A本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
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)290.021.45-14.1719.382.7635.44-4.8141.98-3.3819.61-3.8317.36-10.886.95-8.437.49-19.816.16-14.68
2022 (9)290.024.997.2118.86-17.1437.231.7843.451.6620.39-9.519.486.227.59-7.899.3411.867.227.76
2021 (8)290.023.3168.322.7657.1836.5847.0342.74-5.6122.535.1318.3414.848.2454.68.3563.736.768.77
2020 (7)293.5713.8525.3414.4830.824.8820.7245.28-1.6121.436.5115.975.275.3328.435.126.243.9728.06
2019 (6)2812.011.05-0.9911.0755.0420.6138.8846.021.1220.1212.5315.17-18.964.1556.64.0419.533.111.11
2018 (5)250.011.16-25.97.14-52.8414.84-29.9745.51-3.5617.88-29.6118.725.582.65-50.743.38-28.842.79-25.8
2017 (4)250.015.06-4.215.147.9121.19-2.0847.198.4125.409.4417.73-2.265.387.174.75-2.663.76-4.33
2016 (3)250.015.72-3.214.034.0821.648.3143.53-8.323.21-4.0118.14-10.515.023.934.88-2.013.93-2.96
2015 (2)250.016.2438.3313.4844.7919.9824.147.474.3124.1812.0520.2711.134.8339.194.9834.234.0537.76
2014 (1)250.011.74-41.489.31-44.4516.1-29.3545.51021.58018.2403.47-41.883.71-39.182.94-41.08

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