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)850.00.02.88-12.2-8.283.05-5.28-0.979.7541.924.2810.83.951.6958.42-3.77-1.6830.01-7.8-3.5422.62-14.42-11.363.24-4.14-1.822.44-12.23-8.2728.63-13.19-9.1722.62-14.42-11.360.48-10.42-6.38
24Q2 (19)850.06.253.28-8.640.923.22-7.477.336.8791.364.4110.39-2.994.060.71-1.62-0.2132.55-5.241.9126.43-5.17-1.163.38-8.155.962.78-8.556.9232.98-5.961.6326.43-5.17-1.162.435.714.66
24Q1 (18)850.06.253.5920.077.813.4816.7810.133.59-70.917.8110.717.854.1861.716.090.4234.357.212.627.878.955.413.6815.726.983.0420.1614.2935.079.325.7327.878.955.410.677.646.77
23Q4 (17)850.06.252.99-4.78-1.972.98-3.253.1112.3431.9815.989.93-6.53.6558.17-2.1-5.5532.042.990.0925.580.24-0.583.18-3.643.582.53-4.893.6932.081.780.9425.580.24-0.58-0.10-4.08-0.29
23Q3 (16)856.256.253.14-3.3821.713.082.6731.629.3542.123.1910.626.3116.5859.42-2.33-2.8431.11-2.66.2525.52-4.569.253.33.4523.62.662.3129.1331.52-2.875.025.52-4.569.251.74-2.89-1.19
23Q2 (15)800.05.263.25-2.432.113.00-5.0640.856.5897.625.19.99-2.8226.6260.84-0.990.0831.94-4.68.226.741.1311.193.19-7.2736.912.6-2.2639.0432.45-2.177.226.741.1311.192.253.392.14
23Q1 (14)800.05.263.339.1818.933.169.3425.93.33-68.718.9310.287.3122.9761.45-0.230.1333.484.591.8226.442.760.923.4412.0525.092.669.0224.8833.174.370.7326.442.760.926.2313.7016.42
22Q4 (13)800.05.263.0518.2226.032.8923.531.9610.6440.1836.069.585.1629.9961.590.7-2.1932.019.321.7225.7310.153.133.0714.9832.332.4418.4532.6131.785.862.0225.7310.153.1310.3111.5516.68
22Q3 (12)805.265.262.584.8845.762.349.8647.177.5944.340.569.1115.4635.9761.160.61-0.1629.28-0.819.8723.36-2.8712.82.6714.5950.02.0610.1653.7330.02-0.8313.4523.36-2.8712.84.92-3.63-2.64
22Q2 (11)760.00.02.46-12.1447.312.13-15.1440.135.2687.8644.517.89-5.6228.2960.79-0.950.2329.52-10.229.7424.05-8.2110.172.33-15.2741.211.87-12.2146.0930.27-8.0813.4124.05-8.2110.173.901.78-0.27
22Q1 (10)760.00.02.8015.742.862.5114.6143.432.80-64.1942.868.3613.4337.0561.37-2.54-3.7832.884.484.1226.205.013.932.7518.5342.492.1315.7642.9532.935.714.5426.205.013.9311.7126.2126.18
21Q4 (9)760.00.02.4236.7244.912.1937.7444.087.8244.8123.157.3710.028.462.972.790.2931.4718.0911.5624.9520.4711.982.3230.3443.211.8437.3144.8831.1517.7212.0124.9520.4711.989.4721.3621.18
21Q3 (8)760.00.01.775.99-11.51.594.61-8.625.4048.3515.386.78.9411.6761.261.01-3.5926.65-0.93-16.8220.71-5.13-21.71.787.88-7.291.344.69-11.8426.46-0.86-19.2820.71-5.13-21.74.88-4.41-4.27
21Q2 (7)760.00.01.67-14.810.61.52-13.1414.293.6485.7135.826.150.8227.0760.65-4.911.0726.90-14.82-7.7821.83-13.41-10.241.65-14.5117.021.28-14.0911.326.69-15.27-10.0121.83-13.41-10.243.541.291.00
21Q1 (6)760.00.01.9617.3767.521.7515.1368.271.96-69.1367.526.16.2754.4363.781.587.2331.5811.9523.3125.2113.1524.741.9319.1491.091.4917.3267.4231.5013.2721.7225.2113.1524.740.970.441.25
20Q4 (5)760.00.01.67-16.594.191.52-12.6490.06.3535.68102.885.74-4.3348.3262.79-1.184.2928.21-11.9552.6522.28-15.7764.911.62-15.62128.171.27-16.4592.4227.81-15.1655.122.28-15.7764.91--0.00
20Q3 (4)760.00.02.0032.450.01.7430.830.04.6874.630.06.023.970.063.545.880.032.049.840.026.458.760.01.9236.170.01.5232.170.032.7810.520.026.458.760.0--0.00
20Q2 (3)760.00.01.5129.060.01.3327.880.02.68129.060.04.8422.530.060.010.890.029.1713.90.024.3220.340.01.4139.60.01.1529.210.029.6614.610.024.3220.340.0--0.00
20Q1 (2)760.00.01.1736.050.01.0430.00.01.17-62.620.03.952.070.059.48-1.210.025.6138.580.020.2149.590.01.0142.250.00.8934.850.025.8844.340.020.2149.590.0--0.00
19Q4 (1)760.00.00.860.00.00.800.00.03.130.00.03.870.00.060.210.00.018.480.00.013.510.00.00.710.00.00.660.00.017.930.00.013.510.00.0--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)
2024/103.497.93.5735.393.2910.67N/A-
2024/93.24-17.94-4.1131.93.2610.80.26-
2024/83.949.09.4128.674.1610.940.26-
2024/73.626.99-0.5424.723.3710.430.27-
2024/63.38-1.37-4.0221.114.0810.390.27-
2024/53.43-4.3812.8817.735.7810.720.26-
2024/43.59-3.184.3914.34.2110.710.26-
2024/33.78.280.6510.714.1510.710.27-
2024/23.42-4.74.357.016.110.380.27-
2024/13.596.477.823.597.8210.150.28-
2023/123.375.740.5340.8216.839.930.3-
2023/113.19-5.436.8937.4518.569.930.3-
2023/103.37-0.13.9434.2619.7810.350.29-
2023/93.37-6.3615.0730.8921.810.620.28-
2023/83.6-0.9119.4627.5222.6810.760.27-
2023/73.643.2414.8923.9223.1810.20.29-
2023/63.5216.030.7620.2824.89.990.28-
2023/53.04-11.5729.3716.7623.6110.150.28-
2023/43.43-6.6520.4413.7222.410.390.27-
2023/33.6812.2633.4710.2823.0810.280.26-
2023/23.28-1.5431.946.6117.969.960.26-
2023/13.33-0.716.823.336.829.660.27-
2022/123.3512.4330.6434.9432.769.580.24-
2022/112.98-8.0533.1631.5932.999.160.25-
2022/103.2410.5926.4428.6132.979.190.25-
2022/92.93-2.7930.9925.3633.859.110.21-
2022/83.02-4.734.1922.4334.248.880.22-
2022/73.1717.543.1619.4134.248.210.24-
2022/62.6914.7753.3616.2532.637.890.22本月與去年同期相比增加50%以上,主要係增設新點與擴大原合作診所發揮效益致業績成長。
2022/52.35-17.6812.3413.5529.167.960.21-
2022/42.853.4523.8811.2133.358.090.21-
2022/32.7610.9734.448.3636.928.360.17-
2022/22.48-20.2822.735.638.178.170.17-
2022/13.1221.4253.573.1253.577.920.18本月及累積增加50%以上,主係年節旺季及新點與原點擴大合作診所發揮效益致業績成長。
2021/122.5714.635.0526.3228.187.370.16-
2021/112.24-12.6816.5323.7527.487.040.16-
2021/102.5614.5733.4421.5128.747.050.16-
2021/92.24-0.4115.3518.9528.136.70.14-
2021/82.251.659.3116.7130.066.220.15-
2021/72.2125.8710.3814.4634.016.060.15-
2021/61.76-15.92-1.3512.2539.46.150.14-
2021/52.09-9.2230.5510.4949.766.440.13-
2021/42.312.2757.798.455.446.380.13本月及累積增加50%以上,主係台灣及大陸營收均成長所致。
2021/32.051.354.836.154.576.10.13本月及累積增加50%以上,主係2020年大陸子公司因疫情影響業績衰退所致。
2021/22.02-0.2562.244.0554.455.950.13本月及累積增加50%以上,主係2020年大陸子公司因疫情影響業績衰退所致。
2021/12.036.7847.392.0347.395.850.13-
2020/121.9-1.1146.5820.5344.695.740.11-
2020/111.92-0.0142.4118.6344.55.780.11-
2020/101.92-0.9657.4516.7144.745.920.11本月增加50%以上,主係公益行銷活動及引入新一代的飛秒近視老花矯正設備所致。
2020/91.94-5.6363.7414.7943.246.00.11本月增加50%以上,主係公益行銷活動及引入新一代的飛秒近視老花矯正設備所致。
2020/82.062.6557.5112.8540.585.840.11本月增加50%以上,主係公益行銷活動及引入新一代的飛秒近視老花矯正設備所致。
2020/72.012.4876.3710.7937.765.380.12本月增加50%以上,主係公益行銷活動及引入新一代的飛秒近視老花矯正設備所致。
2020/61.7811.2747.98.7931.214.840.13-
2020/51.69.7129.267.0127.554.380.14-
2020/41.4610.1627.395.4127.054.030.15-
2020/31.326.1523.013.9526.933.950.15-
2020/21.25-9.3834.522.6229.03.920.15-
2020/11.386.1924.371.3824.374.020.14-
2019/121.3-3.9215.0314.1918.750.0N/A-
2019/111.3510.5336.4712.8919.130.0N/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)856.2512.3115.9112.2123.5840.8216.8359.98-2.0632.143.8826.064.8713.1221.3713.1920.7910.4522.8
2022 (9)805.2610.6235.989.8839.9434.9432.7561.24-1.5130.945.9624.857.1110.8140.5710.9243.128.5143.03
2021 (8)760.07.8123.197.0625.8526.3228.262.180.7529.200.5223.20-1.617.6928.817.6326.745.9523.19
2020 (7)760.06.34103.215.61107.0120.5344.6861.727.1929.0566.8623.5874.545.97141.76.02136.084.83102.94
2019 (6)760.03.1247.872.7170.4414.1918.7457.586.2617.4148.813.5134.292.4776.432.5553.612.3847.83
2018 (5)764.112.1127.881.593.9211.9510.4454.19-0.0711.70-1.7610.0620.191.48.531.6640.681.6134.17
2017 (4)7310.611.6518.711.5336.6110.820.8454.23-1.5411.9112.368.37-2.221.2913.161.186.311.230.43
2016 (3)660.01.3913.931.1230.2310.735.8255.08-1.2410.6016.618.567.131.1423.911.1111.00.9213.58
2015 (2)660.01.22-20.780.86-6.5210.142.6355.771.129.09-8.377.99-22.280.92-6.121.0-18.030.81-20.59
2014 (1)660.01.5417.560.925.759.887.8655.1509.92010.2800.988.891.2220.791.0218.6

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