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)11713.5913.590.02-92.86-77.780.06-70.0140.00.744.23516.675.661.81.2519.51-6.74-39.61.64-33.33281.4-0.89-121.6525.830.09-35.71350.00.02-93.1-77.780.69-80.83-86.2-0.89-121.6525.833.35-63.87-35.00
24Q2 (19)1030.00.00.28-34.881300.00.200.0242.860.7165.122266.675.564.915.320.92-20.580.292.46-62.27189.454.11-46.48448.310.14-60.0193.330.29-35.561350.03.60-66.04490.164.11-46.48448.312.27118.5616.66
24Q1 (18)1030.00.00.43272.04200.00.2033.3353.850.43430.774200.05.3-0.382.7126.3418.7612.566.52310.06111.697.68234.51213.040.35337.5118.750.45273.084400.010.60262.582689.477.68234.51213.04-2.60-52.89116.66
23Q4 (17)1030.00.98-0.25-377.7853.70.15200.0-60.53-0.13-208.33-104.095.32-4.83-14.1922.18-31.33-8.541.59269.77-78.57-5.71-375.8341.070.08300.0-82.61-0.26-388.8952.73-6.52-230.425.23-5.71-375.8341.070.52-13.8996.43
23Q3 (16)1030.00.980.09350.0-90.72-0.15-7.14-134.880.12300.0-96.775.595.87-24.4632.3054.8430.770.43115.64-95.02-1.20-1.69-109.040.02113.33-96.880.09350.0-90.915.00719.67-67.13-1.20-1.69-109.044.10225.00-107.41
23Q2 (15)1030.00.980.02100.0-98.96-0.14-207.69-109.330.03200.0-98.915.282.33-58.7520.86-10.85-32.93-2.75-189.29-112.78-1.18-71.01-106.81-0.15-193.75-105.430.02100.0-98.980.6160.53-97.38-1.18-71.01-106.81-7.22100.92-136.74
23Q1 (14)1030.980.980.01101.85-98.780.13-65.79-79.370.01-99.69-98.785.16-16.77-28.1323.40-3.51-14.723.08-58.49-76.22-0.6992.88-106.40.16-65.22-82.80.01101.82-98.810.38104.36-97.36-0.6992.88-106.4-16.49-26.91-38.71
22Q4 (13)1020.00.0-0.54-155.67-114.210.38-11.63222.583.18-14.52-39.776.2-16.22-19.7924.25-1.82-8.737.42-14.0220.06-9.69-173.02-119.80.46-28.12-4.17-0.55-155.56-114.21-8.72-157.33-114.31-9.69-173.02-119.8-29.20-102.70-41.48
22Q3 (12)1020.00.00.97-49.745.430.43-71.33-45.573.7234.78151.357.4-42.19-9.4224.70-20.58-15.58.63-59.9-37.113.27-23.4322.190.64-76.81-42.860.99-49.755.3215.21-34.5510.1413.27-23.4322.1918.0442.8133.38
22Q2 (11)1020.00.01.93135.37244.641.50138.1233.332.76236.59392.8612.878.2782.8631.1013.3425.9621.5266.18152.2917.3360.76145.472.76196.77360.01.97134.52245.6123.2461.39153.7117.3360.76145.4735.5728.48220.67
22Q1 (10)1020.00.00.82-78.4200.63303.23472.730.82-84.4707.18-7.1212.1927.443.2764.5112.95109.55769.1310.78-77.971053.980.9393.75830.00.84-78.29014.40-76.362869.2310.78-77.971053.98-6.25117.3182.00
21Q4 (9)1020.00.993.80313.041004.76-0.31-139.24-3000.05.28256.76876.477.73-5.3937.0626.57-9.177.136.18-54.96724.048.93350.55754.140.48-57.141100.03.87311.71000.060.92341.13998.5348.93350.55754.145.66188.67-31.84
21Q3 (8)1020.00.990.9264.29355.560.7975.56758.331.48164.29648.158.1716.7158.0329.2318.39141.1713.7260.84452.710.8653.82254.921.1286.67660.00.9464.91354.0513.8150.76265.3910.8653.82254.9213.0532.15192.32
21Q2 (7)1020.00.990.560600.00.45309.0987.50.560460.07.09.3827.524.6948.0246.018.53472.48332.997.06724.78355.480.6500.0445.450.570612.59.161861.54651.817.06724.78355.4811.4350.00754.54
21Q1 (6)1020.990.990.00100.0-100.00.111200.022.220.00100.0-100.06.413.4826.4816.6811.2-6.241.4998.67-57.79-1.1384.89-362.790.1150.0-44.440100.0-100.0-0.5292.33-128.89-1.1384.89-362.7911.2941.66645.84
20Q4 (5)1010.00.0-0.42-16.67-55.56-0.0191.67-107.69-0.68-151.85-100.05.649.09-1.9115.0023.76-10.230.75119.28-80.37-7.48-6.7-57.810.04120.0-81.82-0.43-16.22-53.57-6.7818.8-88.86-7.48-6.7-57.81--0.00
20Q3 (4)1010.00.0-0.36-550.00.0-0.12-150.00.0-0.27-370.00.05.17-5.830.012.12-28.330.0-3.89-297.460.0-7.01-552.260.0-0.2-281.820.0-0.37-562.50.0-8.35-403.010.0-7.01-552.260.0--0.00
20Q2 (3)1010.00.00.08300.00.00.24166.670.00.10400.00.05.498.50.016.91-4.950.01.97-44.190.01.55260.470.00.11-38.890.00.08300.00.0-1.66-192.220.01.55260.470.0--0.00
20Q1 (2)1010.00.00.02107.410.00.09-30.770.00.02105.880.05.06-12.00.017.796.460.03.53-7.590.00.43109.070.00.18-18.180.00.02107.140.01.80150.140.00.43109.070.0--0.00
19Q4 (1)1010.00.0-0.270.00.00.130.00.0-0.340.00.05.750.00.016.710.00.03.820.00.0-4.740.00.00.220.00.0-0.280.00.0-3.590.00.0-4.740.00.0--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)
2024/111.813.230.4620.071.835.4N/A-
2024/101.75-5.32-6.9318.271.965.47N/A-
2024/91.85-1.17-6.2416.523.015.660.68-
2024/81.87-3.620.8514.674.35.640.68-
2024/71.946.259.7312.84.835.650.68-
2024/61.83-3.063.7510.864.05.560.72-
2024/51.882.034.659.034.055.530.73-
2024/41.852.457.437.153.895.260.76-
2024/31.812.01-6.485.32.715.30.75-
2024/21.61-14.943.063.58.195.140.77-
2024/11.8915.4812.971.8912.975.330.74-
2023/121.64-8.89-22.5921.35-36.425.320.71-
2023/111.8-4.36-14.3619.71-37.355.650.66-
2023/101.88-4.62-5.1117.91-38.995.70.66-
2023/91.976.31.7316.03-41.445.590.6-
2023/81.854.85-14.7114.06-44.735.380.62-
2023/71.770.46-46.3112.21-47.535.330.62-
2023/61.76-2.22-65.3810.44-47.735.280.87去年營收因子公司出售快篩試劑,致使本月營收較去年同期減少達50%以上
2023/51.84.74-65.098.68-41.715.450.84去年營收因子公司出售快篩試劑,致使本月營收較去年同期減少達50%以上
2023/41.72-10.82-32.96.88-29.335.210.88-
2023/31.9323.44-22.565.16-28.055.161.04-
2023/21.56-6.75-29.683.24-30.975.351.0-
2023/11.67-20.87-32.131.67-32.135.890.91-
2022/122.120.79-14.0133.5814.586.20.88-
2022/112.15.96-19.8431.4617.26.020.91-
2022/101.982.25-25.2829.3621.216.090.9-
2022/91.94-10.88-30.9227.3826.927.40.89-
2022/82.17-33.99-17.2825.4535.5610.550.63-
2022/73.29-35.2220.1223.2744.1713.530.49-
2022/65.08-1.39109.6919.9849.0912.80.59因嘉碩生醫出售快篩試劑,致使本月營收較去年同期增加達50%以上
2022/55.16101.32125.914.8935.710.210.74本月營收因子公司出售快篩試劑,致使本月營收較去年同期增加達50%以上
2022/42.562.9211.59.7412.027.271.05-
2022/32.4912.084.137.1812.27.180.72-
2022/22.22-10.024.434.6917.027.150.72-
2022/12.470.2511.062.4711.067.550.68-
2021/122.46-6.0423.3729.3137.187.730.64-
2021/112.62-1.2239.0426.8438.68.070.61-
2021/102.65-5.4650.0724.2338.568.080.61本月營收因出貨量增加及調整營運策略,致使本月營收較去年同期增加達50%以上
2021/92.86.760.1721.5737.268.170.59本月營收因出貨量增加及調整營運策略,致使本月營收較去年同期增加達50%以上
2021/82.63-4.1362.318.7734.397.790.62本月營收因出貨量增加及調整營運策略,致使本月營收較去年同期增加達50%以上
2021/72.7413.0752.3516.1430.737.450.64本月營收因出貨量增加及調整營運策略,致使本月營收較去年同期增加達50%以上。
2021/62.426.2241.4413.427.047.00.57-
2021/52.28-0.6329.1710.9824.246.970.57-
2021/42.3-3.8714.258.6923.016.470.62-
2021/32.3933.9424.336.426.56.40.6-
2021/21.78-19.678.944.0127.826.00.64-
2021/12.2211.3648.52.2248.56.10.63-
2020/121.995.899.2921.365.445.640.6-
2020/111.886.61-0.3819.375.065.40.63-
2020/101.770.9-13.1917.485.685.140.66-
2020/91.758.127.1615.728.335.170.81-
2020/81.62-10.01-16.7213.978.485.130.82-
2020/71.84.97-4.3712.3512.965.280.8-
2020/61.71-2.980.7410.5516.575.490.8-
2020/51.77-12.12.518.8320.235.70.77-
2020/42.014.5927.577.0725.675.570.79-
2020/31.9217.3629.755.0624.935.060.78-
2020/21.649.4944.013.1322.144.960.79-
2020/11.5-18.044.731.54.730.0N/A-
2019/121.82-3.4841.8820.269.440.0N/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)1030.98-0.1300.00021.35-36.4224.80-10.270.57-96.0-2.1900.12-97.49-0.010-0.140
2022 (9)1020.03.10-40.52.94180.033.5814.5727.6411.8614.2582.2310.05-42.174.78108.734.6-28.683.25-39.59
2021 (8)1020.995.2101.05400.029.3137.2224.7159.837.821203.3317.3802.291661.546.4505.380
2020 (7)1010.0-0.6800.21-41.6721.365.4315.46-11.250.60-79.45-3.1700.13-77.97-0.810-0.690
2019 (6)1013.06-0.3400.36-25.020.269.4517.42-10.942.92-24.55-1.7100.59-18.06-0.180-0.350
2018 (5)982.080.33-8.330.48-29.4118.510.4319.564.653.87-16.051.79-3.760.72-15.290.4922.50.33-2.94
2017 (4)9611.630.36-69.750.6815.2518.43-4.9518.694.414.615.011.86-65.490.850.00.4-66.940.34-67.62
2016 (3)860.01.19-3.250.59-7.8119.3910.8617.90-3.714.39-14.595.39-11.490.85-5.561.210.01.05-1.87
2015 (2)861.181.23-20.650.64-18.9917.490.018.59-2.675.14-12.886.09-20.290.9-12.621.21-17.121.07-20.15
2014 (1)851.191.5538.390.7979.5517.497.3719.1005.9007.6401.0347.141.4628.071.3441.05

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