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)1450.00.693.30-1.7958.653.3822.91146.728.6861.34138.4622.6410.7142.0362.75-1.445.7624.045.1661.8920.64-13.3510.025.4416.49129.544.79-1.6460.223.54-13.3910.9920.64-13.3510.0213.7932.2766.42
24Q2 (19)1450.691.43.3666.34121.052.75109.92439.225.38166.34244.8720.4516.8646.763.6711.2915.8322.8672.79271.123.8243.2452.34.67101.29443.024.8767.35123.3927.1842.964.9323.8243.2452.37.8935.5033.44
24Q1 (18)1440.70.72.024.666633.331.31-43.041090.912.02-63.736633.3317.5-1.0760.9957.21-4.384.4213.23-36.76812.4116.636.063515.222.32-37.31350.02.915.055720.019.027.584222.7316.636.063515.224.96-1.2712.42
23Q4 (17)143-0.690.71.93-7.21528.892.3067.881816.675.5753.02-24.8317.6910.9873.2659.830.847.7420.9240.882846.4815.68-16.42352.093.756.125185.712.77-7.36532.8117.68-16.64343.8615.68-16.42352.0912.6614.82118.25
23Q3 (16)1440.71.412.0836.84-59.31.37168.63179.653.64133.33-53.7515.9414.3530.4459.337.9316.0414.85141.07171.8818.7619.95-68.362.37175.58193.682.9937.16-58.7621.2128.7-64.0818.7619.95-68.3621.292501.76266.13
23Q2 (15)1430.00.71.524966.67-17.840.51363.64-48.481.565100.0-43.2713.9428.24-12.2754.970.33-0.746.16324.83-49.315.643300.0-5.270.86437.5-55.442.184260.0-16.7916.483645.45-16.015.643300.0-5.2717.352536.67177.66
23Q1 (14)1430.71.420.03106.67-96.670.11-8.33-72.50.03-99.6-96.6710.876.46-21.9754.79-1.332.031.45104.23-69.670.46107.4-94.390.16128.57-76.120.05107.81-96.060.44106.07-95.460.46107.4-94.39-4.99-1.0749.33
22Q4 (13)1420.02.16-0.45-108.81-139.130.12106.98-87.767.41-5.84-34.5410.21-16.45-37.955.538.613.410.71103.44-93.32-6.22-110.49-162.70.07102.77-96.0-0.64-108.83-140.0-7.25-112.28-161.81-6.22-110.49-162.7-19.7733.70-83.38
22Q3 (12)1420.02.165.11176.2248.98-1.72-273.74-158.97.87186.18-22.8412.22-23.1-48.2951.13-7.67-12.12-20.66-270.04-191.2559.29259.12191.35-2.53-231.09-147.297.25176.7251.9959.05200.97136.9659.29259.12191.35-4.52140.89-63.12
22Q2 (11)1420.712.161.85105.56-49.860.99147.5-73.532.75205.56-59.3815.8914.07-37.6655.383.13-4.7112.15154.18-53.216.51101.34-18.021.93188.06-70.852.62106.3-48.8319.62102.27-20.6316.51101.34-18.02-0.6041.9144.16
22Q1 (10)1411.442.170.90-21.74-70.780.40-59.18-84.440.90-92.05-70.7813.93-15.27-37.9553.700.0-6.14.78-55.03-76.738.20-17.34-56.060.67-61.71-85.471.27-20.62-70.199.70-17.31-57.628.20-17.34-56.06-22.85-44.10-62.81
21Q4 (9)1390.01.461.15-66.47-66.570.98-66.44-74.0711.3210.986.7916.44-30.43-33.3653.70-7.7-7.810.63-53.05-59.589.92-51.25-47.431.75-67.29-73.041.6-66.46-66.111.73-52.93-49.489.92-51.25-47.43-18.86-36.76-44.19
21Q3 (8)1390.00.723.43-7.058.542.92-21.93-3.9510.2050.6642.0623.63-7.38.2558.180.1-1.4122.64-12.79-8.6720.351.043.195.35-19.18-1.114.77-6.849.424.920.811.5120.351.043.193.126.3811.80
21Q2 (7)1390.721.463.6919.8181.773.7445.5387.06.77119.8168.8325.4913.5441.3858.121.632.8125.9626.3934.3720.147.9330.956.6243.690.235.1220.1983.5124.727.9931.9820.147.9330.952.274.676.76
21Q1 (6)1380.731.473.08-10.4755.562.57-32.0154.823.08-70.9455.5622.45-9.032.4557.19-1.8-0.4720.54-21.916.0518.66-1.1119.234.61-28.9753.674.26-9.7557.7822.89-1.4217.5118.66-1.1119.232.00-0.81-3.83
20Q4 (5)137-0.722.243.448.8639.843.7824.3460.1710.6047.6370.1424.6713.0127.358.24-1.30.0226.306.0921.7618.87-4.3110.096.4919.9654.894.728.2643.0323.22-5.4210.6818.87-4.3110.09--0.00
20Q3 (4)1380.730.03.1655.670.03.0452.00.07.1879.050.021.8321.080.059.014.390.024.7928.310.019.7228.220.05.4155.460.04.3656.270.024.5531.070.019.7228.220.0--0.00
20Q2 (3)1370.740.02.032.530.02.0020.480.04.01102.530.018.036.370.056.53-1.620.019.329.150.015.38-1.730.03.4816.00.02.793.330.018.73-3.850.015.38-1.730.0--0.00
20Q1 (2)1361.490.01.98-19.510.01.66-29.660.01.98-68.220.016.95-12.540.057.46-1.320.017.70-18.060.015.65-8.690.03.0-28.40.02.7-18.180.019.48-7.150.015.65-8.690.0--0.00
19Q4 (1)1340.00.02.460.00.02.360.00.06.230.00.019.380.00.058.230.00.021.600.00.017.140.00.04.190.00.03.30.00.020.980.00.017.140.00.0--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)
2024/107.490.7226.6368.0845.8722.54N/A-
2024/97.44-2.3631.6660.5948.6622.640.44-
2024/87.620.3147.1953.1651.422.420.44客戶需求回升
2024/77.595.1748.2445.5452.1221.640.46客戶需求回升
2024/67.225.6150.037.9552.9220.450.4客戶需求回升
2024/56.836.8660.7930.7353.6319.210.43客戶需求回升
2024/46.46.8630.9523.951.717.730.47客戶需求回升
2024/35.9811.7741.8817.561.0117.50.43客戶需求回升
2024/25.35-13.1549.8211.5273.1417.490.43客戶需求回升
2024/16.173.31100.196.17100.1917.940.42客戶需求回升
2023/125.972.7878.7858.4511.8317.690.38客戶需求回升
2023/115.81-1.8276.3252.487.2617.370.39客戶需求回升
2023/105.914.7265.2946.672.2816.730.41客戶需求回升
2023/95.659.1550.6240.76-3.0715.940.47客戶需求回升
2023/85.171.0229.6835.11-8.3315.110.5-
2023/75.126.4214.229.94-12.7514.180.53-
2023/64.8113.21-0.624.82-16.813.940.57-
2023/54.25-12.96-23.0720.0-19.9413.350.59-
2023/44.8815.77-11.6615.75-19.0512.670.63-
2023/34.2218.02-14.9910.87-21.9810.870.8-
2023/23.5716.03-13.226.65-25.849.990.87-
2023/13.08-7.73-36.553.08-36.559.710.89-
2022/123.341.36-31.4152.26-40.6110.210.97-
2022/113.29-7.96-36.0948.92-41.1510.620.93-
2022/103.58-4.56-44.2545.63-41.4911.320.87-
2022/93.75-6.02-49.7442.05-41.2412.220.87-
2022/83.99-11.03-48.8238.3-40.2513.310.8-
2022/74.48-7.37-46.4434.31-39.0614.850.72-
2022/64.84-12.37-40.0829.83-37.7815.890.69-
2022/55.53-0.05-37.3824.99-37.3116.010.68-
2022/45.5311.41-35.6219.46-37.2914.610.75-
2022/34.9620.48-42.1713.93-37.9313.930.75-
2022/24.12-15.15-34.738.97-35.3113.840.76-
2022/14.85-0.27-35.794.85-35.7914.870.7-
2021/124.87-5.53-40.3688.018.016.440.64-
2021/115.15-19.72-39.3483.1413.3919.030.55-
2021/106.42-13.97-19.9677.9920.321.670.48-
2021/97.46-4.28-5.071.5725.9923.630.36-
2021/87.8-6.892.7764.1130.9624.250.35-
2021/78.373.6331.0356.3136.1325.280.33-
2021/68.08-8.4428.2147.9437.0625.490.3-
2021/58.822.7649.3439.8639.025.990.3-
2021/48.590.0747.6231.0436.3223.480.33-
2021/38.5835.9848.0822.4532.4422.450.35-
2021/26.31-16.5429.5113.8724.3122.030.36-
2021/17.56-7.3520.297.5620.2924.220.33-
2020/128.16-3.9320.581.4834.1224.670.31-
2020/118.495.9336.173.3235.8324.370.32-
2020/108.022.125.8664.8235.7923.460.33-
2020/97.853.5524.5956.8137.3221.830.37-
2020/87.5818.6924.5448.9539.6120.280.4-
2020/76.391.413.7541.3742.7818.60.43-
2020/66.36.6429.0434.9849.7618.030.49-
2020/55.911.5828.0828.6855.2417.520.5本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/45.820.3835.9322.7764.2816.480.53本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/35.7918.9380.6416.9576.9416.950.51本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/24.87-22.4769.7311.1675.0717.930.48本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/16.28-7.1979.456.2879.4519.30.45本月營收較去年同期增加,主要係因客戶需求增加所致。
2019/126.778.590.7260.7510.190.0N/A本月營收較去年同期增加,主要係因客戶需求增加所致。
2019/116.24-2.0342.5153.984.640.0N/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)1430.75.45-24.624.29058.4511.8457.606.7312.124228.5713.68-31.127.084957.148.85-19.187.99-23.98
2022 (9)1422.167.23-33.73-0.20052.26-40.6253.97-5.430.28-98.6619.8610.890.14-99.2410.95-43.1510.51-33.31
2021 (8)1391.4610.916.4410.23-2.3988.018.0157.07-1.4520.82-7.7117.911.4218.32-0.3819.268.3815.768.17
2020 (7)1372.2410.2570.5510.48100.3881.4834.1257.910.0922.5642.5117.6629.1918.3991.3617.7771.0314.5774.28
2019 (6)1342.296.01-4.755.232.3560.7510.1957.860.3615.83-5.3213.67-7.769.614.2310.390.08.36-2.56
2018 (5)1313.156.3118.835.1115.6155.137.7257.653.5816.7213.1314.8214.449.2221.9610.3926.868.5822.05
2017 (4)1270.795.31353.854.421094.5951.1817.9855.6611.114.78721.1112.95323.27.56869.238.19362.717.03362.5
2016 (3)126-1.561.17-50.00.37-65.0943.380.4250.100.661.80-61.863.06-53.210.78-61.761.77-50.561.52-50.65
2015 (2)1280.02.34-18.751.06-50.4743.2-9.0349.778.574.72-28.386.54-10.662.04-34.823.58-6.043.08-18.3
2014 (1)1280.792.8842.572.1459.747.492.5945.8406.5907.3203.1327.243.8121.343.7743.89

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