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)690.00.01.43-0.698.331.4213.637.864.6344.6960.764.296.198.3343.10-5.099.2228.554.4618.6123.05-6.490.441.2210.9128.420.99-1.08.7928.81-6.49-1.0623.05-6.490.443.22-9.444.15
24Q2 (19)690.00.01.44-18.1854.841.25-5.356.253.2081.82105.134.040.2512.2245.41-5.7328.1727.33-9.4438.5924.65-18.1938.81.1-9.0954.931.0-17.3656.2530.81-18.2138.7824.65-18.1938.8-1.2113.04-8.05
24Q1 (18)690.00.01.7644.26179.371.32-10.81112.91.76-56.97179.374.03-2.6626.7348.176.4542.9830.180.0780.1830.1348.79118.971.21-3.2128.31.2144.05175.037.6746.4118.8830.1348.79118.970.9418.3416.44
23Q4 (17)690.00.01.22-7.58103.331.4843.69117.654.0942.012.514.144.5515.9745.2514.6728.1130.1625.379.4220.25-11.7675.321.2531.58108.330.84-7.69104.8825.73-11.6470.5120.25-11.7675.327.2817.1836.22
23Q3 (16)690.00.01.3241.9437.51.0328.75123.912.8884.62-15.043.9610.022.2239.4611.3728.4524.0722.0653.722.9529.2212.610.9533.886.270.9142.1937.8829.1231.1711.1922.9529.2212.6111.6144.7828.89
23Q2 (15)690.00.00.9347.62-27.340.8029.03-32.771.56147.62-35.83.613.21-5.0135.435.16-17.7419.7217.73-27.9217.7629.07-23.580.7133.96-31.730.6445.45-27.2722.2028.99-23.6117.7629.07-23.581.1526.3110.11
23Q1 (14)690.00.00.635.0-45.690.62-8.82-34.040.63-84.21-45.693.18-10.92-21.4833.69-4.61-4.6116.75-0.36-19.9713.7619.13-30.290.53-11.67-37.650.447.32-45.017.2114.05-30.2413.7619.13-30.29-0.37-16.2519.50
22Q4 (13)690.00.00.60-37.5-62.260.6847.83-59.283.9917.7-73.193.5710.19-30.1435.3214.97-18.5616.817.34-40.1811.55-43.33-46.280.617.65-58.330.41-37.88-62.7315.09-42.38-44.4411.55-43.33-46.28-2.16-31.25-6.76
22Q3 (12)690.00.00.96-25.0-76.70.46-61.34-88.383.3939.51-74.493.24-14.51-56.130.72-28.67-47.8315.66-42.76-66.3520.38-12.31-47.150.51-50.96-85.170.66-25.0-76.8426.19-9.88-45.6520.38-12.31-47.15-10.46-7.33-17.37
22Q2 (11)690.00.01.2810.34-74.71.1926.6-76.672.43109.48-73.473.79-6.42-55.4643.0721.94-30.4627.3630.72-47.0123.2417.73-43.321.0422.35-76.360.8810.0-74.7929.0617.79-43.323.2417.73-43.32-13.58-8.35-8.55
22Q1 (10)690.00.01.16-27.04-71.710.94-43.71-78.541.16-92.2-71.714.05-20.74-45.6435.32-18.56-41.6320.93-25.52-58.1919.74-8.19-48.040.85-40.97-77.210.8-27.27-71.7324.67-9.17-48.0419.74-8.19-48.04-25.75-44.22-50.77
21Q4 (9)690.00.01.59-61.41-55.831.67-57.83-55.714.8811.9623.795.11-30.76-19.6543.37-26.34-27.6228.10-39.62-44.3921.50-44.24-45.031.44-58.14-55.141.1-61.4-55.8227.16-43.64-44.3721.50-44.24-45.03-22.02-39.99-40.09
21Q3 (8)690.00.04.12-18.5840.613.96-22.3532.4413.2945.0957.847.38-13.2832.9758.88-4.941.5946.54-9.860.5838.56-5.955.933.44-21.8233.852.85-18.3441.0948.19-5.975.9138.56-5.955.930.482.42-2.96
21Q2 (7)690.00.05.0623.4180.715.1016.4477.089.16123.4166.558.5114.2363.3461.942.364.051.633.148.5141.007.9210.424.417.9677.423.4923.3280.8351.257.9410.4341.007.9210.4215.6918.6516.31
21Q1 (6)690.00.04.1013.8952.424.3816.1875.94.10-65.8952.427.4517.1454.8960.510.983.5250.06-0.9310.3137.99-2.86-1.683.7316.271.12.8313.6552.1547.48-2.74-1.737.99-2.86-1.6815.8718.3821.13
20Q4 (5)690.00.03.6022.8759.293.7726.0953.2512.0242.7628.286.3614.5945.5459.923.380.7250.539.215.9339.117.459.773.2124.953.592.4923.2759.6248.827.39.6139.117.459.77--0.00
20Q3 (4)690.00.02.934.640.02.993.820.08.4253.090.05.556.530.057.96-2.690.046.27-2.750.036.40-1.970.02.573.630.02.024.660.045.50-1.960.036.40-1.970.0--0.00
20Q2 (3)690.00.02.804.090.02.8815.660.05.50104.460.05.218.320.059.561.90.047.584.850.037.13-3.910.02.4813.760.01.933.760.046.41-3.910.037.13-3.910.0--0.00
20Q1 (2)690.00.02.6919.030.02.491.220.02.69-71.290.04.8110.070.058.45-1.750.045.38-4.860.038.648.450.02.184.310.01.8619.230.048.308.440.038.648.450.0--0.00
19Q4 (1)690.00.02.260.00.02.460.00.09.370.00.04.370.00.059.490.00.047.700.00.035.630.00.02.090.00.01.560.00.044.540.00.035.630.00.0--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)
2024/101.526.4510.4813.8814.524.38N/A-
2024/91.430.685.1612.3515.044.290.42-
2024/81.42-0.927.810.9216.474.210.43-
2024/71.436.1211.949.517.894.130.44-
2024/61.350.497.128.0719.024.040.5-
2024/51.340.0312.046.7121.744.030.5-
2024/41.340.1318.455.3724.433.890.52-
2024/31.3411.5219.654.0326.574.030.48-
2024/21.2-18.5814.582.6830.344.060.48-
2024/11.487.4746.781.4846.784.240.46-
2023/121.38-1.0219.4814.881.564.140.34-
2023/111.390.8214.3613.510.034.130.34-
2023/101.381.3314.412.12-1.384.060.34-
2023/91.363.223.5710.74-3.093.960.34-
2023/81.322.8823.189.38-6.043.860.35-
2023/71.281.5619.748.06-9.553.740.36-
2023/61.265.119.76.78-13.553.60.37-
2023/51.25.75-7.835.52-17.553.460.39-
2023/41.131.14-15.344.31-19.893.310.41-
2023/31.126.8-19.93.18-21.43.180.49-
2023/21.054.29-11.02.06-22.23.210.49-
2023/11.01-12.51-31.221.01-31.223.370.46-
2022/121.15-5.27-20.6614.65-48.513.570.52-
2022/111.220.85-28.513.5-50.013.520.53市場需求減緩
2022/101.219.45-38.5112.29-51.463.380.55市場需求減緩
2022/91.12.88-45.5211.08-52.543.240.75市場需求減緩
2022/81.070.0-57.219.98-53.213.290.74市場需求減緩
2022/71.07-6.95-62.598.91-52.683.520.69市場需求減緩
2022/61.15-11.68-59.797.84-50.93.790.73市場需求減緩
2022/51.3-2.85-54.36.69-48.964.040.68市場需求減緩
2022/41.34-4.3-52.155.39-47.483.920.71市場需求減緩
2022/31.418.66-47.164.05-45.724.050.68-
2022/21.18-19.39-48.732.65-44.924.10.67-
2022/11.460.92-41.411.46-41.414.620.6-
2021/121.45-14.62-37.3328.4629.815.110.62-
2021/111.7-13.27-18.6227.0137.745.680.56-
2021/101.96-3.010.525.3144.466.480.49-
2021/92.02-19.26.3323.3549.967.380.49-
2021/82.5-12.5635.1721.3356.038.220.44產能擴充、市場需求增加。
2021/72.860.0258.8718.8359.298.570.42產能擴充、市場需求增加。
2021/62.860.3561.6215.9759.378.510.33產能擴充、市場需求增加。
2021/52.851.7163.9913.1158.898.30.34產能擴充、市場需求增加。
2021/42.85.6864.8310.2657.537.760.36產能擴充、市場需求增加。
2021/32.6515.1360.667.4554.947.450.33產能擴充、市場需求增加。
2021/22.3-7.8743.894.851.967.120.34產能擴充、市場需求增加。
2021/12.57.9460.242.560.246.910.35產能擴充、市場需求增加。
2020/122.3210.8653.3521.9328.46.360.27產能擴充、市場需求增加。
2020/112.097.1143.9519.6125.985.940.29-
2020/101.952.638.317.5224.135.70.31-
2020/91.92.7136.8415.5722.565.550.24-
2020/81.852.7634.0213.6720.85.420.24-
2020/71.81.7630.4211.8218.975.310.25-
2020/61.771.8128.2310.0217.125.210.24-
2020/51.742.2322.818.2514.985.090.24-
2020/41.73.0113.316.5113.064.950.25-
2020/31.653.110.024.8112.974.810.24-
2020/21.62.5933.23.1614.574.670.25-
2020/11.563.30.21.560.24.520.26-
2019/121.514.06-5.9117.08-5.350.0N/A-
2019/111.452.9-11.015.57-5.30.0N/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)690.04.092.763.9119.9414.881.5738.877.0523.1513.3118.981.013.4515.383.572.292.822.55
2022 (9)690.03.98-73.183.26-78.4114.65-48.5236.31-36.7920.43-55.2718.79-47.922.99-77.03.49-72.842.75-73.22
2021 (8)690.014.8423.5615.1024.4828.4629.7857.44-2.6845.67-4.0936.08-4.6813.024.5212.8523.9210.2723.73
2020 (7)690.012.0128.4512.1331.8521.9328.459.02-0.9747.622.5237.85-0.0510.4431.6510.3728.668.328.28
2019 (6)690.09.35-14.619.20-12.0517.08-5.3259.60-4.1846.45-7.8237.87-9.837.93-12.768.06-14.716.47-14.64
2018 (5)690.010.95-9.6510.46-15.5118.04-8.162.20-1.1950.39-3.8542.00-1.669.09-11.669.45-6.87.58-9.65
2017 (4)690.012.124.0312.385.1819.632.8362.951.5352.412.4842.711.0910.295.3210.144.328.393.97
2016 (3)690.011.655.8111.7714.3819.098.462.001.0351.144.0142.25-2.479.7712.829.725.778.075.77
2015 (2)690.011.0161.6710.2962.0517.6136.7261.3714.3749.1720.6943.3218.018.6664.959.1964.117.6361.31
2014 (1)690.06.81-0.446.35-1.712.88-0.1653.66040.74036.7105.259.155.69.84.73-0.42

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