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)2330.432.191.0528.053.961.4748.485.02.3878.9517.24135.4417.79-5.325.40-3.5710.883.160.9612.861.87-11.7915.434.2819.226.732.4427.755.632.43-12.5914.081.87-11.7915.4312.1744.4122.77
24Q2 (19)2320.02.650.8260.7870.830.99-2.94-18.851.33160.7829.13114.986.55-14.05.6010.6731.763.1321.3243.582.1287.61168.353.5929.1423.371.9161.8676.852.7889.12227.062.1287.61168.35-5.0324.360.04
24Q1 (18)2321.314.040.51-12.07-8.931.023.033.030.51-80.46-8.93107.91-16.61-29.945.0628.7546.242.5832.3139.461.134.6343.042.7810.32-2.461.18-11.94-4.841.4722.526.721.134.6343.04-13.07-27.32-13.13
23Q4 (17)2290.445.530.58-42.57-24.680.99-29.29-12.392.6128.57-47.9129.41-9.54-14.783.93-19.3-5.981.95-30.36-6.71.08-33.33-0.922.52-37.16-20.751.34-41.99-19.761.20-43.66-17.811.08-33.33-0.92-1.2733.92-7.27
23Q3 (16)2280.885.071.01110.42-27.861.4014.7537.252.0397.09-52.12143.056.99-10.034.8714.5963.422.8028.4448.151.62105.06-13.374.0137.833.672.31113.89-24.012.13150.59-7.391.62105.06-13.37-3.1048.0618.99
23Q2 (15)2261.354.150.48-14.29-70.371.2223.237.961.0383.93-63.73133.7-13.2-12.694.2522.83-2.752.1817.84-8.40.790.0-65.52.912.11-20.271.08-12.9-69.230.85-26.72-71.280.790.0-65.5-5.88-20.785.42
23Q1 (14)2232.7610.950.56-27.27-57.580.99-12.3967.80.56-88.82-57.58154.031.449.783.46-17.22-28.221.85-11.485.710.79-27.52-57.982.85-10.3815.851.24-25.75-53.031.16-20.55-56.390.79-27.52-57.98-1.53-36.13-0.81
22Q4 (13)2170.07.960.77-45.0-23.01.1310.789.715.0118.1623.7151.85-4.4950.534.1840.27-12.182.0910.58-18.681.09-41.71-39.113.186.022.781.67-45.07-16.51.46-36.52-32.721.09-41.71-39.11-0.34-29.290.52
22Q3 (12)2170.07.961.40-13.5823.891.02-9.730.04.2449.339.02158.993.8215.872.98-31.81-43.561.89-20.59-13.31.87-18.3415.433.0-17.810.333.04-13.3933.922.30-22.39.521.87-18.3415.436.484.5840.90
22Q2 (11)2177.9614.811.6222.7344.641.1391.531.82.84115.1539.22153.149.1430.544.37-9.34-21.262.3836.0-12.822.2921.8126.523.6548.3714.063.5132.9565.572.9611.2827.042.2921.8126.5224.1227.3724.41
22Q1 (10)2010.06.351.3232.043.480.59-42.72-16.91.32-67.4143.48140.3139.0921.024.821.26-5.31.75-31.91-4.891.885.0327.032.46-5.0214.952.6432.052.62.6622.5840.01.885.0327.036.3110.25-20.87
21Q4 (9)2010.09.841.00-11.578.571.030.98134.094.0532.7961.35100.88-26.48-11.084.76-9.8527.272.5717.89100.781.7910.4996.72.59-13.3878.622.0-11.8994.172.173.3368.221.7910.4996.7-4.76-5.30-3.56
21Q3 (8)2016.3510.441.130.8929.891.02-8.1182.143.0549.5154.82137.2116.9620.865.28-4.8631.342.18-20.1548.31.62-10.521.82.99-6.5679.042.277.0842.772.10-9.8722.091.62-10.521.89.0711.3124.12
21Q2 (7)1890.04.421.1221.7477.781.1156.34109.432.04121.7485.45117.311.1820.595.559.0438.752.7348.3795.01.8122.360.183.249.53135.292.1222.5485.962.3322.6379.231.8122.360.181.6943.0258.85
21Q1 (6)1893.285.00.9264.2995.740.7161.3665.120.92-63.3595.74115.942.1921.755.0936.136.831.8443.7542.641.4862.6460.872.1447.5973.981.7367.96103.531.9047.2968.141.4862.6460.871.0614.3319.96
20Q4 (5)1830.555.170.56-35.6333.330.44-21.43-16.982.5127.4151.2113.45-0.07-1.593.74-6.9710.01.28-12.93-3.760.91-31.5837.881.45-13.17-5.231.03-35.2241.11.29-25.043.330.91-31.5837.88--0.00
20Q3 (4)1820.550.00.8738.10.00.565.660.01.9779.090.0113.5316.70.04.020.50.01.475.00.01.3317.70.01.6722.790.01.5939.470.01.7232.310.01.3317.70.0--0.00
20Q2 (3)1810.560.00.6334.040.00.5323.260.01.10134.040.097.282.150.04.007.530.01.408.530.01.1322.830.01.3610.570.01.1434.120.01.3015.040.01.1322.830.0--0.00
20Q1 (2)1803.450.00.4711.90.00.43-18.870.00.47-71.690.095.23-17.390.03.729.410.01.29-3.010.00.9239.390.01.23-19.610.00.8516.440.01.1325.560.00.9239.390.0--0.00
19Q4 (1)1740.00.00.420.00.00.530.00.01.660.00.0115.280.00.03.400.00.01.330.00.00.660.00.01.530.00.00.730.00.00.900.00.00.660.00.0--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)
2024/1135.81-20.47-3.26439.19-17.59111.17N/A-
2024/1045.0448.54-30.88403.37-18.66127.64N/A去年基期較高,今年10月營收仍較上月(9月)成長48.55%。
2024/930.32-42.0-10.33358.34-16.81135.440.62-
2024/852.28-1.0622.43328.02-17.36135.830.62-
2024/752.8472.13-20.58275.74-22.16120.710.7-
2024/630.7-17.426.09222.89-22.53114.980.98-
2024/537.17-21.1-20.4192.19-27.02110.291.02-
2024/447.1181.12-27.2155.02-28.45101.331.11-
2024/326.01-7.77-60.42107.91-28.99107.911.07113年3月客戶需求下降
2024/228.2-47.4710.481.9-5.03109.751.06-
2024/153.792.78-11.5353.7-11.53118.570.98-
2023/1227.85-24.76-45.88560.81-7.19130.030.75-
2023/1137.02-43.18-25.84532.96-3.59135.990.72-
2023/1065.1692.729.14495.94-1.38141.670.69-
2023/933.81-20.81-25.46430.78-4.78143.050.85-
2023/842.7-35.82-14.89396.97-2.48133.590.91-
2023/766.54173.34.86354.27-0.73137.580.88-
2023/624.35-47.86-49.54287.73-1.94135.761.09-
2023/546.7-27.84-6.87263.387.41177.140.84-
2023/464.72-1.5318.32216.6911.09155.990.95-
2023/365.73157.2738.97151.978.27151.970.92-
2023/225.55-57.9-33.9686.24-7.32137.711.02-
2023/160.6917.9211.6260.6911.62162.080.87-
2022/1251.473.0972.0604.2828.2151.850.66111年12月客戶需求上升
2022/1149.92-1.0540.94552.8225.23145.740.69-
2022/1050.4611.2241.96502.8923.86145.990.68-
2022/945.36-9.58-5.7452.4422.12158.990.64-
2022/850.17-20.9210.56407.0726.28161.880.63-
2022/763.4531.4845.77356.928.86161.850.63-
2022/648.26-3.7640.05293.4525.7153.090.53-
2022/550.14-8.3132.93245.1923.22152.130.54-
2022/454.6915.6420.78195.0520.94140.680.58-
2022/347.322.2521.64140.3521.01140.350.44-
2022/238.69-28.8421.0593.0620.69122.980.5-
2022/154.3781.720.4454.3720.44119.710.52-
2021/1229.92-15.52-6.59471.3412.33100.880.53-
2021/1135.42-0.33-7.21441.4213.89119.070.45-
2021/1035.54-26.12-17.99406.016.2129.030.41-
2021/948.116.0124.78370.4621.04137.020.23-
2021/845.384.2627.79322.3520.51123.360.26-
2021/743.5326.3210.28276.9719.39115.70.28-
2021/634.46-8.6518.3233.4421.26117.460.31-
2021/537.72-16.720.29198.9821.79121.880.29-
2021/445.2816.4623.06161.2622.14116.120.31-
2021/338.8821.6520.18115.9821.79115.980.39-
2021/231.96-29.24.9677.122.61109.140.42-
2021/145.1440.939.1945.1439.19115.350.39-
2020/1232.04-16.085.97419.596.03113.550.36-
2020/1138.18-11.91-8.52387.566.03120.070.34-
2020/1043.3412.410.04349.387.91117.410.35-
2020/938.568.577.86306.049.12113.530.55-
2020/835.51-10.02-8.41267.489.31104.10.6-
2020/739.4735.5218.1231.9712.6599.950.63-
2020/629.12-7.12-6.64192.511.5997.280.56-
2020/531.36-14.77-5.28163.3815.62100.50.54-
2020/436.813.7430.04132.0222.0299.590.55-
2020/332.356.2430.3795.2319.1895.230.59-
2020/230.45-6.176.0462.8814.1493.110.61108年2月因春節關係故營業收入較低
2020/132.437.27-14.1832.43-14.180.0N/A-
2019/1230.23-27.5641.63395.7224.450.0N/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)2295.532.53-47.184.6018.86560.19-7.34.121.482.197.881.07-39.8912.28-0.087.53-46.715.96-45.12
2022 (9)2177.964.7919.453.87-0.26604.2828.24.06-21.772.03-12.51.786.5912.2912.5514.1341.1610.8633.74
2021 (8)2019.844.0161.043.8897.96471.3412.365.1934.112.3270.591.6754.6310.9290.9110.0174.098.1276.14
2020 (7)1835.172.4962.751.96-2.49419.496.013.870.261.36-3.551.0844.05.722.885.7553.334.6160.07
2019 (6)1742.351.5331.92.0119.64395.7224.463.86-15.541.41-6.00.7510.295.5616.323.7526.262.8836.49
2018 (5)17016.441.16-38.621.6851.35317.950.484.5711.741.5047.060.68-24.444.7847.992.97-14.662.11-25.44
2017 (4)1465.041.895.591.11-17.78316.4212.734.09-10.111.02-25.00.90-2.173.23-15.223.4810.482.8313.2
2016 (3)13916.811.79-45.591.35-2.17280.715.234.55-15.91.36-12.820.92-42.863.810.263.15-31.072.5-37.34
2015 (2)11914.423.297.171.387.81243.599.415.410.931.560.651.6119.263.810.144.5723.853.9923.53
2014 (1)1046.123.0749.761.2896.92222.6315.895.3601.5501.3503.45101.753.6966.973.2359.9

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。