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)44-33.33-29.030.6448.84-17.950.48-12.73-12.731.3872.5-15.853.55-5.33-0.5627.670.73-4.128.10-2.17-6.798.005.26-41.130.29-6.45-6.450.280.0-42.869.996.96-36.658.005.26-41.132.6432.530.92
24Q2 (19)660.06.450.4316.222.380.5514.585.770.80116.22-5.883.7510.629.0127.47-3.44-2.428.284.02-10.787.604.681.060.3114.81-3.120.2812.07.699.343.43-7.87.604.681.062.79-3.35-0.60
24Q1 (18)664.766.450.37-22.92-13.950.48-15.79-15.790.37-82.21-13.953.39-5.04-2.5928.450.03.047.96-12.62-11.957.26-13.57-5.350.27-15.62-12.90.25-16.67-7.419.03-13.84-5.357.26-13.57-5.35-2.52-30.69-6.07
23Q4 (17)631.611.610.48-38.46-33.330.573.64-41.842.0826.8313.663.570.0-10.328.45-1.427.689.114.83-26.188.40-38.19-24.260.323.23-34.690.3-38.78-31.8210.48-33.54-15.968.40-38.19-24.261.8923.624.71
23Q3 (16)620.00.00.7885.7150.00.555.77-19.121.6492.9446.433.573.78-10.5328.862.5216.238.69-6.36-6.7613.5980.7269.450.31-3.12-16.220.4988.4653.1215.7755.6858.9713.5980.7269.451.3141.69-1.50
23Q2 (15)620.00.00.42-2.3313.510.52-8.778.330.8597.6741.673.44-1.15-21.6428.151.9629.199.282.6557.827.52-1.9644.890.323.2323.080.26-3.713.0410.136.1857.547.52-1.9644.89-6.86-21.30-25.30
23Q1 (14)620.00.00.43-40.2886.960.57-41.84128.00.43-76.586.963.48-12.56-19.6327.614.522.669.04-26.74139.797.67-30.84135.280.31-36.7393.750.27-38.6492.869.54-23.5108.37.67-30.84135.28-6.41-0.911.14
22Q4 (13)620.00.00.7238.46148.280.9844.12139.021.8363.3911.593.98-0.25-17.2626.426.425.8712.3432.4175.4511.0938.28200.540.4932.43122.730.4437.5144.4412.4725.71172.2711.0938.28200.54-4.6839.5042.89
22Q3 (12)620.00.00.5240.5436.840.6841.67126.671.1286.67-17.043.99-9.11-11.5324.8313.9512.459.3258.5156.048.0254.5355.730.3742.31131.250.3239.1339.139.9254.2866.728.0254.5355.73-3.8650.7066.84
22Q2 (11)620.00.00.3760.87-28.850.4892.0-15.790.60160.87-38.144.391.39-6.621.79-3.2-1.85.8855.97-16.485.1959.2-24.450.2662.5-21.210.2364.29-28.126.4340.39-24.265.1959.2-24.45-4.2920.0926.49
22Q1 (10)620.00.00.23-20.69-48.890.25-39.02-57.630.23-85.98-48.894.33-9.98-0.6922.517.24-4.213.77-15.85-49.673.26-11.65-48.420.16-27.27-51.520.14-22.22-50.04.580.0-41.953.26-11.65-48.42-1.67-22.19-1.18
21Q4 (9)620.08.770.29-23.68-30.950.4136.67-21.151.6421.48-22.644.816.658.0920.99-4.94-13.164.4823.08-30.333.69-28.35-31.790.2237.5-24.140.18-21.74-25.04.58-23.03-31.023.69-28.35-31.791.31-25.30-5.35
21Q3 (8)620.014.810.38-26.92-44.120.30-47.37-49.151.3539.18-21.514.51-4.0412.1922.08-0.5-15.473.64-48.3-53.815.15-25.04-43.90.16-51.52-50.00.23-28.12-37.845.95-29.92-44.445.15-25.04-43.91.88-5.68-25.38
21Q2 (7)620.010.710.5215.56-13.330.57-3.39-21.920.97115.56-7.624.77.827.0322.19-5.57-20.297.04-6.01-35.066.878.7-25.00.330.0-17.50.3214.29-5.888.497.6-25.666.878.7-25.02.8911.355.04
21Q1 (6)628.775.080.457.140.00.5913.460.00.45-78.770.04.36-2.0226.3823.50-2.77-13.547.4916.49-18.56.3216.82-18.030.3313.793.120.2816.673.77.8918.83-17.816.3216.82-18.034.34-15.550.80
20Q4 (5)575.56-3.390.42-38.24-20.750.52-11.86-23.532.1223.2621.144.4510.717.4124.17-7.47-5.776.43-18.4-33.095.41-41.07-34.10.29-9.38-19.440.24-35.14-22.586.64-38.0-33.135.41-41.07-34.1--0.00
20Q3 (4)54-3.570.00.6813.330.00.59-19.180.01.7263.810.04.028.650.026.12-6.180.07.88-27.310.09.180.220.00.32-20.00.00.378.820.010.71-6.220.09.180.220.0--0.00
20Q2 (3)56-5.080.00.6033.330.00.7323.730.01.05133.330.03.77.250.027.842.430.010.8417.950.09.1618.810.00.425.00.00.3425.930.011.4218.960.09.1618.810.0--0.00
20Q1 (2)590.00.00.45-15.090.00.59-13.240.00.45-74.290.03.45-8.970.027.185.960.09.19-4.370.07.71-6.090.00.32-11.110.00.27-12.90.09.60-3.320.07.71-6.090.0--0.00
19Q4 (1)590.00.00.530.00.00.680.00.01.750.00.03.790.00.025.650.00.09.610.00.08.210.00.00.360.00.00.310.00.09.930.00.08.210.00.0--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)
2024/111.240.750.2413.142.183.67N/A0.363.51-
2024/101.231.427.6711.912.383.6N/A0.33.16-
2024/91.214.011.9110.681.813.550.19-
2024/81.16-0.96-3.529.471.83.580.180.292.44-
2024/71.17-5.67-0.098.312.593.670.180.292.15-
2024/61.25-0.089.427.133.053.750.18-
2024/51.25-0.595.685.891.793.650.180.371.56-
2024/41.258.6611.254.640.793.350.2-
2024/31.1522.61-6.053.39-2.593.390.22-
2024/20.94-27.16-19.652.23-0.693.430.210.170.56-
2024/11.298.3619.91.2919.93.720.20.390.39-
2023/121.19-3.34-7.2114.05-15.793.570.160.354.55-
2023/111.238.22-12.2112.86-16.53.560.160.374.21-
2023/101.14-3.99-11.5611.63-16.933.530.160.323.83-
2023/91.19-1.54-7.5410.49-17.483.570.180.933.52-
2023/81.212.55-11.099.3-18.593.520.190.382.59-
2023/71.183.32-13.08.1-19.63.490.190.282.21-
2023/61.14-3.49-19.186.92-20.633.440.16-
2023/51.184.64-19.45.78-20.913.530.16-
2023/41.13-8.23-25.554.6-21.283.530.16-
2023/31.234.85-18.883.48-19.793.480.18-
2023/21.178.7-1.732.25-20.283.530.18-
2023/11.08-16.14-33.851.08-33.853.770.16-
2022/121.28-8.56-19.5716.69-9.233.980.14-
2022/111.419.03-18.6215.41-8.253.980.14-
2022/101.290.36-13.1814.0-7.063.930.14-
2022/91.28-5.32-14.0112.71-6.393.990.16-
2022/81.360.35-12.7311.43-5.454.120.15-
2022/71.35-4.01-7.7310.07-4.374.220.15-
2022/61.41-3.76-8.78.72-3.834.390.14-
2022/51.46-3.34-7.647.31-2.834.490.14-
2022/41.510.0-4.085.85-1.554.220.15-
2022/31.5127.010.434.33-0.634.330.2-
2022/21.19-26.82-7.12.82-1.24.420.2-
2022/11.631.953.61.633.64.950.18-
2021/121.6-7.480.6318.3917.784.810.15-
2021/111.7316.3213.2816.7919.724.710.15-
2021/101.48-0.611.0115.0620.514.530.15-
2021/91.49-3.92.0513.5821.644.510.16-
2021/81.556.1118.712.0924.64.560.15-
2021/71.46-5.0217.6810.5325.524.590.15-
2021/61.54-2.6419.49.0726.894.70.13-
2021/51.580.3834.087.5228.544.670.13-
2021/41.584.728.865.9427.144.370.14-
2021/31.5117.4722.64.3626.524.360.17-
2021/21.28-18.3916.462.8628.74.440.16-
2021/11.57-0.9740.771.5740.774.680.16-
2020/121.594.1419.9615.619.054.450.13-
2020/111.5213.9919.4814.027.944.330.14-
2020/101.34-8.6212.5512.56.684.110.15-
2020/91.4611.7619.9511.166.024.020.13-
2020/81.315.29.69.74.23.850.14-
2020/71.24-3.635.48.393.43.720.14-
2020/61.299.329.617.153.063.70.12-
2020/51.18-3.521.795.851.723.640.12-
2020/41.22-0.383.354.671.73.560.13-
2020/31.2311.5910.53.451.123.450.14-
2020/21.1-1.3519.342.22-3.413.540.14-
2020/11.12-15.61-18.71.12-18.70.0N/A-
2019/121.323.721.2614.32-3.270.0N/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)631.611.7316.892.18-7.6314.05-15.8228.2718.739.0317.279.3237.671.27-0.781.6218.251.3115.93
2022 (9)620.01.4810.452.3626.8816.69-9.2423.817.457.7036.526.7723.321.2823.081.3711.381.1311.88
2021 (8)628.771.34-31.281.86-22.1818.3917.8122.16-15.425.64-33.335.49-29.341.04-21.211.23-16.891.01-16.53
2020 (7)57-3.391.9511.432.395.2915.619.0126.204.098.46-1.747.778.071.327.321.4817.461.2117.48
2019 (6)590.01.7560.552.2751.3314.32-3.2425.1710.018.6182.037.1965.291.2375.711.2685.291.0360.94
2018 (5)590.01.0967.691.5037.6114.8-8.1322.884.04.7357.144.3580.50.745.830.6874.360.6464.1
2017 (4)590.00.65-48.01.09-28.2916.11-4.922.002.183.01-24.942.41-50.410.48-29.410.39-53.010.39-52.44
2016 (3)590.01.25-0.791.526.2916.94-2.3121.531.654.01-9.074.861.250.68-10.530.83-13.540.82-1.2
2015 (2)5918.01.2612.51.4336.1917.34-2.1421.1810.724.4123.184.8047.240.7620.630.9628.00.8343.1
2014 (1)502.041.1283.611.05017.72-3.719.1303.5803.2600.633050.00.75-11.760.5893.33

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