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)810.02.530.27-86.36-88.26-0.32-433.33-420.03.937.38-23.094.56-0.65-37.798.96-42.93-46.25-5.47-13775.0-210.064.77-86.27-80.66-0.250-169.440.22-86.25-87.855.00-86.13-82.544.77-86.27-80.66-8.52-34.25-296.66
24Q2 (19)810.08.01.9817.860.0-0.06-160.0-115.793.66117.8631.654.59-16.39-29.7115.70-12.78-22.930.04-99.16-99.4634.7541.0952.210-100.0-100.01.618.527.3836.0529.1241.2634.7541.0952.21-24.09101.31-123.83
24Q1 (18)815.198.01.68184.75110.00.10-87.65-82.461.68-70.16110.05.49-31.8-6.6318.00-13.13-21.234.74-57.45-58.0224.63336.7139.590.26-71.11-60.611.35200.0125.027.92225.79104.9924.63336.7139.59-10.9955.20311.18
23Q4 (17)77-2.532.670.59-74.35-40.40.81710.0-43.365.6310.18-6.178.059.823.8720.7224.3-29.8611.14124.14-42.75.64-77.14-41.490.9150.0-40.40.45-75.14-40.08.57-70.08-39.615.64-77.14-41.4911.04-29.09318.16
23Q3 (16)795.335.332.3016.16-4.170.10-73.68-88.15.1183.812.07.3312.25-4.0616.67-18.16-37.754.97-33.02-66.2624.678.064.450.36-25.0-67.861.8121.480.5628.6412.23-2.6224.678.064.4511.6581.83-53.51
23Q2 (15)750.00.01.98147.5-1.00.38-33.33-74.152.78247.56.516.5311.05-32.1220.37-10.85-18.327.42-34.28-54.5322.83122.0846.070.48-27.27-69.431.49148.33-0.6725.5287.3730.7422.83122.0846.07-6.5464.16-46.73
23Q1 (14)750.00.00.80-19.1931.150.57-60.1432.560.80-86.6731.155.88-24.13-17.0722.85-22.6533.3911.29-41.9249.5410.286.6458.40.66-56.2922.220.6-20.030.4313.62-4.0250.510.286.6458.4-11.34-38.975.05
22Q4 (13)750.00.00.99-58.7528.571.4370.24150.886.0019.76450.467.751.4417.0729.5410.3153.3719.4431.98121.169.64-59.1910.421.5134.82160.340.75-58.3329.3114.19-51.7533.249.64-59.1910.42-9.57-19.3813.69
22Q3 (12)750.00.02.4020.01042.860.84-42.86500.05.0191.951465.627.64-20.5840.4426.787.3893.2214.73-9.74401.0223.6251.12703.41.12-28.66600.01.820.01025.029.4150.67669.923.6251.12703.47.55123.9499.50
22Q2 (11)750.00.02.00227.87769.571.47241.86206.252.61327.872510.09.6235.6867.624.9445.5941.9516.32116.16139.6515.63140.83422.741.57190.74302.561.5226.09782.3519.52115.69540.015.63140.83422.7421.39103.55108.65
22Q1 (10)750.01.350.61-20.78569.230.43-24.56490.910.61-44.04569.237.097.137.417.13-11.0642.757.55-14.11799.076.49-25.66458.560.54-6.91000.00.46-20.69611.119.05-15.02996.046.49-25.66458.5614.39122.95141.29
21Q4 (9)750.02.740.77266.67113.890.57307.14-20.831.09240.62-65.296.6221.69-7.5419.2638.96-3.418.79198.980.468.73196.94137.870.58262.5-7.940.58262.5123.0810.65178.8150.08.73196.94137.878.23128.99118.16
21Q3 (8)750.01.350.21-8.7-85.310.14-70.83-93.330.32220.0-88.575.44-5.23-42.2513.86-21.12-53.782.94-56.83-85.962.94-1.67-73.750.16-58.97-91.880.16-5.88-84.763.8225.25-72.732.94-1.67-73.753.00134.11232.77
21Q2 (7)751.354.170.23276.92-88.380.48536.36-70.370.10176.92-92.595.7411.24-38.2817.5746.42-31.56.81730.56-58.322.99265.19-80.530.39750.0-74.340.17288.89-88.113.05401.98-82.752.99265.19-80.53-8.3470.41210.54
21Q1 (6)741.372.78-0.13-136.1179.69-0.11-115.28-152.38-0.13-104.1479.695.16-27.933.8212.00-39.82-35.03-1.08-112.34-117.09-1.81-149.3280.24-0.06-109.52-119.35-0.09-134.6280.0-1.01-123.7183.52-1.81-149.3280.24-25.96-105.47-90.50
20Q4 (5)73-1.357.350.36-74.83-52.630.72-65.71-8.863.1412.1452.437.16-23.995.4519.94-33.51-16.788.75-58.21-38.033.67-67.23-52.210.63-68.02-34.380.26-75.24-50.04.26-69.59-65.483.67-67.23-52.21--0.00
20Q3 (4)742.780.01.43-27.780.02.1029.630.02.80107.410.09.421.290.029.9916.920.020.9428.150.011.20-27.080.01.9729.610.01.05-26.570.014.01-20.760.011.20-27.080.0--0.00
20Q2 (3)720.00.01.98409.380.01.62671.430.01.35310.940.09.387.120.025.6538.870.016.34158.540.015.36267.690.01.52390.320.01.43417.780.017.68388.420.015.36267.690.0--0.00
20Q1 (2)725.880.0-0.64-184.210.00.21-73.420.0-0.64-131.070.04.97-26.80.018.47-22.910.06.32-55.240.0-9.16-219.270.00.31-67.710.0-0.45-186.540.0-6.13-149.680.0-9.16-219.270.0--0.00
19Q4 (1)680.00.00.760.00.00.790.00.02.060.00.06.790.00.023.960.00.014.120.00.07.680.00.00.960.00.00.520.00.012.340.00.07.680.00.0--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)
2024/101.58-6.24-39.7516.23-27.444.67N/A-
2024/91.6819.99-33.0114.65-25.814.560.53-
2024/81.4-4.91-43.4712.96-24.764.650.52-
2024/71.48-16.49-36.6811.56-21.64.550.53-
2024/61.7735.08-23.7410.08-18.774.590.48-
2024/51.31-13.77-38.988.31-17.634.390.5-
2024/41.52-2.81-26.677.01-11.874.630.47-
2024/31.560.72-23.875.49-6.675.490.44-
2024/21.55-34.72-18.243.932.546.610.37-
2024/12.38-11.4622.952.3822.957.80.31-
2023/122.68-2.199.2427.79-13.448.050.34-
2023/112.744.665.9725.11-15.317.880.34-
2023/102.624.24-3.1822.36-17.357.620.36-
2023/92.511.261.4519.74-18.937.330.38-
2023/82.486.54.5117.23-21.247.130.39-
2023/72.330.57-16.1814.74-24.386.790.41-
2023/62.328.07-26.2312.41-25.746.530.35-
2023/52.153.63-35.1310.1-25.636.270.36-
2023/42.070.88-34.87.95-22.576.020.38-
2023/32.058.17-30.165.88-17.095.880.44-
2023/21.9-1.83-2.073.83-7.846.280.41-
2023/11.93-21.33-12.881.93-12.886.980.37-
2022/122.46-5.12-11.6432.1139.87.750.37-
2022/112.59-4.3737.5529.6546.897.770.37-
2022/102.719.2238.0527.0647.857.560.38-
2022/92.484.3133.6924.3549.027.640.41-
2022/82.38-14.5730.0921.8750.988.30.38營收增加主要係客戶需求增加
2022/72.78-11.4957.8919.554.09.230.34營收增加主要係客戶需求增加
2022/63.14-4.9676.0716.7253.379.620.33營收增加主要係客戶需求增加
2022/53.314.1572.213.5748.929.420.33主要係客戶需求增加
2022/43.178.0656.010.2742.718.050.39營收增加係客戶需求增加所致。
2022/32.9451.745.127.0937.477.090.49-
2022/21.94-12.6744.364.1532.536.930.5-
2022/12.22-20.2123.682.2223.686.880.5-
2021/122.7847.730.0622.96-25.536.620.45-
2021/111.88-4.02-17.4420.18-29.675.70.53-
2021/101.965.78-28.4718.3-30.725.640.53-
2021/91.851.5-42.2216.34-30.985.440.46-
2021/81.833.67-43.3214.49-29.225.370.47-
2021/71.76-1.29-41.0112.66-26.595.470.46-
2021/61.78-7.05-41.4610.9-23.575.740.39-
2021/51.92-5.63-39.349.11-18.75.980.37-
2021/42.040.52-33.947.19-10.595.40.41-
2021/32.0250.9-9.65.163.95.160.47-
2021/21.34-25.1767.723.1315.05.270.46去年二月受疫情影響,今年無此情形。
2021/11.79-16.1-6.891.79-6.896.210.39-
2020/122.14-6.24-13.9530.8427.197.160.35-
2020/112.28-16.852.0328.731.898.230.31-
2020/102.74-14.5432.2826.4235.39.170.27-
2020/93.21-0.4240.1423.6835.669.420.31-
2020/83.227.8853.9420.4734.999.260.32係因客戶需求增加。
2020/72.99-2.0451.917.2531.959.20.32本月增減比例達50%,係因客戶需求增加
2020/63.05-3.6980.3214.2628.429.30.27係因客戶需求增加。
2020/53.172.7575.8411.2119.098.490.3本月增減百分比達50%以上,係因客戶需求增加。
2020/43.0837.5765.638.055.686.120.41本月增減百分比達50%以上,係因客戶需求增加。
2020/32.24179.9913.44.97-13.74.970.54-
2020/20.8-58.46-50.682.73-27.865.210.51受肺炎疫情影響
2020/11.93-22.46-10.711.93-10.716.640.4-
2019/122.4811.1733.0624.25-0.360.0N/A-
2019/112.237.794.2921.76-3.140.0N/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)772.675.41-3.571.86-55.6127.79-13.4520.02-19.148.67-41.2615.6811.442.41-49.165.26-10.394.36-3.54
2022 (9)750.05.61419.444.19295.2832.1139.8524.7655.4314.76214.7114.07295.224.74338.895.87464.424.52451.22
2021 (8)752.741.08-64.941.06-77.1622.96-25.5515.93-34.954.69-67.363.56-52.091.08-75.621.04-64.860.82-64.19
2020 (7)737.353.0850.244.64341.930.8427.1824.4935.6814.37167.67.4327.884.43240.772.9659.142.2962.41
2019 (6)68-5.562.05105.01.05150.024.25-0.3318.0521.795.37142.995.8195.621.3140.741.86104.41.4195.83
2018 (5)72-1.371.0000.42320.024.339.114.82-7.22.2176.82.9700.5492.860.9100.720
2017 (4)730.0-0.3200.10-96.9522.3-31.8915.97-27.181.25-87.95-1.0500.28-91.74-0.040-0.230
2016 (3)730.04.0403.28032.7436.321.93116.4910.3709.1503.3903.7302.990
2015 (2)731.39-0.970-0.70024.0228.6610.13-43.69-1.490-2.920-0.360-0.480-0.70
2014 (1)724.352.04-62.911.04-73.618.67-19.1417.9905.4407.9701.02-69.641.66-59.311.49-61.89

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