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)62-1.59-1.590.66-34.65-27.470.60-32.58-22.082.4636.67-6.111.95-18.07-9.7248.92-6.62-9.8722.83-18.96-16.3121.11-21.14-20.310.45-32.84-23.730.41-35.94-28.0724.81-22.18-20.5821.11-21.14-20.310.46-3.407.88
24Q2 (19)630.00.01.0127.856.320.8948.338.541.80127.855.262.3819.07.2152.394.490.2328.1722.692.6626.777.81-0.890.6745.659.840.6428.06.6731.888.070.8226.777.81-0.890.311.191.95
24Q1 (18)630.00.00.79-25.475.330.60-44.44-13.040.79-78.475.332.0-18.37-2.4450.14-5.77-7.4422.96-21.29-17.8824.83-8.148.240.46-36.11-19.30.5-24.246.3829.502.29-1.0424.83-8.148.24-2.47-4.49-2.09
23Q4 (17)630.01.611.0616.48-26.391.0840.26-30.773.6740.08-44.892.4513.43-20.253.21-1.97-5.4529.176.93-17.227.032.04-7.560.7222.03-33.330.6615.79-26.6728.84-7.68-12.3427.032.04-7.565.376.1317.08
23Q3 (16)630.01.610.91-4.21-43.830.77-6.1-42.962.6253.22-49.812.16-2.7-30.7754.283.85-4.0327.28-0.58-21.3226.49-1.93-18.520.59-3.28-45.370.57-5.0-43.5631.24-1.2-21.8426.49-1.93-18.522.7911.236.37
23Q2 (15)630.01.610.9526.67-45.090.8218.84-48.751.71128.0-52.52.228.29-37.4652.27-3.51-10.4427.44-1.86-23.1227.0117.74-11.090.617.02-51.970.627.66-44.4431.626.07-17.2527.0117.74-11.09-12.46-10.62-18.47
23Q1 (14)631.611.610.75-47.92-59.890.69-55.77-60.340.75-88.74-59.892.05-33.22-43.2154.17-3.75-5.9727.96-20.64-24.2922.94-21.55-28.890.57-47.22-57.140.47-47.78-59.8329.81-9.39-24.4722.94-21.55-28.89-17.41-29.52-20.11
22Q4 (13)620.01.641.44-11.11-29.411.5615.56-21.216.6627.595.053.07-1.6-27.2556.28-0.5-4.335.231.62-8.8329.24-10.06-0.031.080.0-33.740.9-10.89-26.8332.90-17.69-14.8329.24-10.06-0.03-6.85-8.73-0.03
22Q3 (12)620.00.01.62-6.36-17.771.35-15.62-30.775.2245.020.03.12-12.11-15.956.56-3.08-4.8834.67-2.86-8.3532.517.01-1.61.08-14.96-22.861.01-6.48-17.8939.974.613.8732.517.01-1.6-6.88-6.93-11.84
22Q2 (11)620.00.01.73-7.4941.81.60-8.0541.593.6092.5153.193.55-1.6622.8458.361.38.2735.69-3.3624.8830.38-5.8315.211.27-4.5153.011.08-7.6942.1138.21-3.1924.7930.38-5.8315.21-8.05-7.91-10.09
22Q1 (10)621.6410.711.87-8.3366.961.74-12.1277.551.87-70.566.963.61-14.4552.3257.61-2.044.7136.93-4.4321.2832.2610.2923.081.33-18.484.721.17-4.8888.7139.472.1728.5732.2610.2923.08-0.35-2.39-5.29
21Q4 (9)61-1.6117.312.043.5582.141.981.54122.476.3445.75107.874.2213.7588.3958.81-1.096.438.642.1434.0329.25-11.4711.851.6316.43150.771.230.0108.4738.630.3925.9929.25-11.4711.8521.0632.5237.05
21Q3 (8)620.024.01.9761.48134.521.9572.57167.124.3585.11130.163.7128.37100.5459.4610.327.3937.8332.3733.8633.0425.2947.241.468.67169.231.2361.84192.8638.4825.6743.033.0425.2947.2425.1635.2043.94
21Q2 (7)6210.7112.731.228.9382.091.1315.3173.852.35109.82119.632.8921.9451.3153.90-2.046.6128.58-6.1415.4326.370.6136.00.8315.2876.60.7622.58105.4130.62-0.2631.2526.370.6136.013.874.4612.71
21Q1 (6)567.691.821.120.0180.00.9810.11237.931.12-63.28180.02.375.889.655.02-0.4510.6830.455.6269.7326.210.2349.690.7210.77227.270.625.08181.8230.700.1347.3126.210.2349.6913.4416.6616.02
20Q4 (5)524.0-3.71.1233.3375.00.8921.9241.273.0561.3816.412.2421.0824.4455.27-0.1812.4128.832.0218.0126.1516.5334.590.6525.047.730.5940.4868.5730.6613.9437.9826.1516.5334.59--0.00
20Q3 (4)50-9.090.00.8425.370.00.7312.310.01.8976.640.01.85-3.140.055.379.510.028.2614.140.022.4415.730.00.5210.640.00.4213.510.026.9115.350.022.4415.730.0--0.00
20Q2 (3)550.00.00.6767.50.00.65124.140.01.07167.50.01.9152.80.050.561.710.024.7638.020.019.3910.740.00.47113.640.00.3768.180.023.3311.950.019.3910.740.0--0.00
20Q1 (2)551.850.00.40-37.50.00.29-53.970.00.40-84.730.01.25-30.560.049.711.10.017.94-26.570.017.51-9.880.00.22-50.00.00.22-37.140.020.84-6.210.017.51-9.880.0--0.00
19Q4 (1)540.00.00.640.00.00.630.00.02.620.00.01.80.00.049.170.00.024.430.00.019.430.00.00.440.00.00.350.00.022.220.00.019.430.00.0--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)
2024/110.757.46-5.157.79-2.932.08N/A-
2024/100.711.42-12.977.03-2.691.99N/A-
2024/90.63-5.06-21.596.33-1.41.950.45-
2024/80.66-0.07-10.125.71.472.00.44-
2024/70.66-1.367.025.043.222.20.4-
2024/60.67-21.97-8.534.382.672.380.4-
2024/50.862.191.763.715.02.410.4-
2024/40.8420.0332.652.856.022.030.47-
2024/30.744.05-15.262.0-2.222.00.54-
2024/20.49-40.2-20.141.36.622.160.5-
2024/10.81-4.6333.350.8133.352.460.44-
2023/120.857.670.078.88-33.532.450.46-
2023/110.79-1.39-25.988.02-35.832.40.47-
2023/100.80.38-29.927.23-36.752.340.48-
2023/90.88.82-22.956.42-37.512.160.63-
2023/80.7418.99-29.025.62-39.152.090.65-
2023/70.62-15.7-40.44.88-40.442.20.62-
2023/60.73-13.18-33.654.27-40.442.220.83-
2023/50.8533.21-23.883.53-41.682.310.8-
2023/40.64-23.32-52.32.68-45.692.070.89營運正常
2023/30.8335.74-37.742.05-43.252.051.07-
2023/20.61-0.13-41.111.22-46.462.081.06-
2023/10.61-28.43-50.920.61-50.922.540.86工作天數較少
2022/120.85-20.35-28.9913.351.33.070.72-
2022/111.07-6.64-28.8712.54.343.260.68-
2022/101.1510.37-23.6911.439.123.230.68-
2022/91.040.24-23.710.2814.633.120.81-
2022/81.04-0.08-16.979.2421.53.180.79-
2022/71.04-6.16-5.228.229.083.260.77-
2022/61.11-0.395.437.1636.233.550.7-
2022/51.11-16.5215.116.0643.923.770.66-
2022/41.330.0752.824.9452.53.70.67營運正常
2022/31.3328.3951.013.6152.373.610.64營運正常
2022/21.04-16.7646.472.2853.183.480.67營運正常
2022/11.253.5359.251.2559.253.960.59營運正常
2021/121.2-20.2261.3813.1881.734.220.37營運正常
2021/111.510.14100.4411.9884.064.380.35營運正常
2021/101.5110.35102.4710.4781.914.120.37營運正常
2021/91.369.0991.868.9778.873.710.32營運正常
2021/81.2514.04115.397.676.723.40.35營運正常
2021/71.14.3995.346.3570.693.110.39營運正常
2021/61.058.7465.765.2666.312.890.19營運正常
2021/50.9710.8149.914.2166.452.720.2營運正常
2021/40.87-1.136.923.2472.112.460.22營運正常
2021/30.8824.5365.812.3790.062.370.23本月營運正常,與去年同期營收比較成長係因基期較低.
2021/20.71-9.586.171.49108.072.230.25本月營運正常,與去年同期營收比較成長係因基期較低.
2021/10.784.91132.850.78132.852.280.24本月營運正常,與去年同期營收比較成長係因基期較低.
2020/120.75-0.9148.527.250.312.240.29-
2020/110.751.1615.086.51-3.272.210.29-
2020/100.744.5715.285.76-5.252.030.31-
2020/90.7122.4738.615.01-7.691.850.32-
2020/80.583.42-9.664.3-12.521.780.34-
2020/70.56-11.4-19.933.72-12.951.840.33-
2020/60.63-1.65-6.553.16-11.581.910.25-
2020/50.641.212.832.53-12.751.810.26-
2020/40.6419.755.361.88-17.051.550.31-
2020/30.5339.83-7.421.25-25.181.250.55-
2020/20.3813.18-16.980.72-34.51.220.57-
2020/10.34-33.07-47.130.34-47.130.0N/A-
2019/120.5-23.22-0.87.2311.620.0N/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)631.613.64-44.343.37-46.178.88-33.4853.46-6.6428.00-21.5225.95-16.642.49-47.692.69-46.632.3-44.71
2022 (9)621.646.543.816.263.4713.351.2957.260.0335.682.7131.136.834.763.935.047.924.168.33
2021 (8)6117.316.30110.06.05139.1313.1881.7957.247.834.7434.9729.1432.884.58144.924.67147.093.84141.51
2020 (7)52-3.73.0016.732.5311.457.250.2853.109.0325.7413.3921.9311.551.8714.021.8913.861.5911.97
2019 (6)540.02.5716.822.2730.467.2311.5748.707.0122.7016.3519.665.531.6430.161.6619.421.4217.36
2018 (5)541.892.2020.221.74-1.146.48-7.4345.516.6119.519.4218.6332.411.260.81.3920.871.2122.22
2017 (4)531.921.8357.761.7676.07.08.3642.6913.0317.8355.1814.0747.481.2568.921.1553.330.9959.68
2016 (3)520.01.16-2.521.0012.366.463.3637.77-2.5811.49-0.359.54-3.640.742.780.75-5.060.620.0
2015 (2)521.961.19-5.560.895.956.2532.9838.77-11.8511.53-12.259.90-29.390.7216.130.795.330.62-6.06
2014 (1)510.01.26-36.040.84-45.814.7-18.9743.98013.14014.0200.62-39.810.75-32.430.66-35.92

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