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)452.272.27-0.27-129.67-268.750.07450.0138.891.70-13.71226.921.783.492.329.953.786.213.67171.85-33.03-4.45-118.39-149.230.07250.0-30.0-0.12-130.0-271.43-4.56-118.09-132.81-4.45-118.39-149.23-5.25-72.31260.72
24Q2 (19)440.00.00.91-14.952933.33-0.0271.4391.671.9784.11432.431.72-14.031.328.86-2.5-1.541.35-74.670.7524.20-13.23306.040.02-81.820.00.4-14.893900.025.21-17.29132.1424.20-13.23306.04-9.1579.71-24.89
24Q1 (18)440.00.01.07174.36214.71-0.07-121.2101.0716.3214.712.0-4.3188.6829.600.71-20.885.33-13.89179.0627.89220.9467.910.11-15.38450.00.47176.47213.3330.48322.1687.9227.89220.9467.917.90159.0681.06
23Q4 (17)440.00.00.39143.754000.00.33283.33200.00.9276.924500.02.0920.1186.6129.394.228.536.1912.96477.448.69-3.87506.070.1330.0750.00.17142.8607.22-48.06225.788.69-3.87506.0726.46288.54154.16
23Q3 (16)440.00.00.16433.330.0-0.1825.0-63.640.5240.541633.331.7432.8239.228.20-3.790.575.48308.9648.519.0451.68-18.040.1400.0100.00.07600.00.013.9027.996.359.0451.68-18.0428.20171.0712.50
23Q2 (15)440.00.00.03-91.18115.79-0.240-1300.00.378.82384.621.3123.5835.0529.31-21.65-2.171.34-29.84-74.815.96-64.12210.370.020.0-60.00.01-93.33112.510.86-33.05350.235.96-64.12210.379.111704.41-50.00
23Q1 (14)440.00.00.343500.0466.670.00-100.0-100.00.341600.0466.671.06-5.36-8.6237.4138.1534.761.91216.46-69.8316.61876.17672.560.02200.0-71.430.150400.016.22382.58192.7816.61876.17672.56-7.881696.8850.00
22Q4 (13)440.00.0-0.01-106.25-102.080.11200.0-15.380.02-33.33-98.251.12-10.4-37.7827.08-3.424.96-1.64-144.44-122.25-2.14-119.4-114.74-0.02-140.0-115.380-100.0-100.0-5.74-143.92-136.44-2.14-119.4-114.749.2338.98-225.00
22Q3 (12)440.00.00.16184.2177.78-0.11-650.0-257.140.03123.08-95.381.2528.87-4.5828.04-6.41-14.093.69-30.64-29.1711.03304.26210.70.050.0-28.570.07187.575.013.07401.15123.811.03304.26210.76.25-116.23-363.89
22Q2 (11)440.00.0-0.19-416.67-173.080.02-77.78-90.0-0.13-316.67-123.210.97-16.38-46.4129.967.937.085.32-15.96-60.97-5.40-351.16-155.670.05-28.57-80.0-0.08-366.67-172.73-4.34-178.34-129.03-5.40-351.16-155.67-25.97-252.09-54.27
22Q1 (10)440.00.00.06-87.5-80.650.09-30.77-68.970.06-94.74-80.651.16-35.56-42.2927.767.60.226.33-14.11-51.22.15-85.19-77.950.07-46.15-73.080.03-85.71-78.575.54-64.83-58.872.15-85.19-77.950.92172.9127.47
21Q4 (9)440.00.00.48433.33166.670.1385.71-55.171.1475.38-32.141.837.4-1.6425.80-20.968.597.3741.461789.7414.52309.01183.040.1385.711200.00.21425.0162.515.75169.69708.1114.52309.01183.044.89183.9710.35
21Q3 (8)440.00.00.09-65.38-91.260.07-65.0-88.330.6516.07-56.671.31-27.62-43.2932.6416.65-1.05.21-61.78-73.783.55-63.4-84.360.07-72.0-84.780.04-63.64-91.115.84-60.94-78.893.55-63.4-84.36-18.79-40.75-48.02
21Q2 (7)440.00.00.26-16.13-27.780.20-31.03-39.390.5680.6519.151.81-9.9513.8427.981.01-15.7213.635.09-12.969.70-0.51-25.90.25-3.850.00.11-21.43-31.2514.9510.99-8.959.70-0.51-25.9-0.0528.05-15.52
21Q1 (6)440.00.00.3172.22181.820.290.0222.220.31-81.55181.822.019.8493.2727.7016.58-4.1212.973225.64114.039.7590.0640.290.262500.0333.330.1475.0180.013.47620.0882.529.7590.0640.29-5.47-5.15-25.84
20Q4 (5)440.00.00.18-82.52157.140.29-51.67163.641.6812.0663.641.83-20.7855.0823.76-27.93-28.170.39-98.04-95.165.13-77.4-2.10.01-97.83-90.00.08-82.22166.67-2.59-109.36-140.095.13-77.4-2.1--0.00
20Q3 (4)440.00.01.03186.110.00.6081.820.01.50219.150.02.3145.280.032.97-0.690.019.8726.880.022.7073.410.00.4684.00.00.45181.250.027.6668.450.022.7073.410.0--0.00
20Q2 (3)440.00.00.36227.270.00.33266.670.00.47327.270.01.5952.880.033.2014.920.015.66158.420.013.0988.350.00.25316.670.00.16220.00.016.42122.490.013.0988.350.0--0.00
20Q1 (2)440.00.00.1157.140.00.09-18.180.00.11-50.00.01.04-11.860.028.89-12.670.06.06-24.810.06.9532.630.00.06-40.00.00.0566.670.07.3814.240.06.9532.630.0--0.00
19Q4 (1)440.00.00.070.00.00.110.00.00.220.00.01.180.00.033.080.00.08.060.00.05.240.00.00.10.00.00.030.00.06.460.00.05.240.00.0--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)
2024/100.7234.3742.296.2234.531.84N/A-
2024/90.54-6.2-1.865.533.571.780.98-
2024/80.58-12.96-5.814.9639.041.711.02-
2024/70.6639.4413.664.3848.311.840.95-
2024/60.47-32.61-20.623.7256.81.721.17本期出貨量增加所致。
2024/50.729.46116.293.2582.831.891.06本期出貨量增加所致。
2024/40.54-16.1539.192.5475.331.741.16本期出貨量增加所致。
2024/30.6518.3853.882.088.642.00.96本期出貨量增加所致。
2024/20.55-32.01112.211.35111.532.170.89本期出貨量增加所致。
2024/10.8-1.16111.070.8111.072.380.81本期出貨量增加所致。
2023/120.816.4575.256.237.822.090.97本期出貨量增加所致。
2023/110.7750.16145.835.3933.511.821.11本期出貨量增加所致。
2023/100.51-7.3349.734.6224.131.671.22-
2023/90.55-9.9622.414.1121.561.741.07-
2023/80.615.0150.053.5621.431.81.04本期出貨量增加所致。
2023/70.58-4.6346.12.9717.331.521.23-
2023/60.6187.55126.952.3911.951.331.15本期出貨量增加所致。
2023/50.33-16.6848.121.78-4.631.141.34-
2023/40.39-7.3-18.41.45-11.681.071.42-
2023/30.4263.2625.921.06-8.921.061.19-
2023/20.26-32.38-25.790.64-22.961.11.14-
2023/10.38-17.93-20.920.38-20.921.161.09-
2022/120.4649.330.194.5-35.161.121.22-
2022/110.31-8.53-44.694.04-37.691.11.24-
2022/100.34-24.23-56.213.72-37.031.21.14本期出貨量減少所致。
2022/90.4510.354.363.38-34.121.251.41-
2022/80.412.24-0.542.94-37.641.071.65-
2022/70.448.12-15.612.53-41.170.892.0-
2022/60.2722.41-56.042.13-44.330.972.22本期出貨量減少所致。
2022/50.22-54.1-59.291.86-42.11.032.08本期出貨量減少所致。
2022/40.4843.06-27.781.64-38.631.161.85-
2022/30.33-3.78-37.741.16-42.21.162.03-
2022/20.35-27.95-46.80.83-43.831.291.82-
2022/10.483.98-41.470.48-41.471.511.56-
2021/120.46-17.56-38.376.942.511.81.5-
2021/110.56-27.5910.856.487.621.771.53-
2021/100.7880.5835.375.927.321.621.68-
2021/90.435.16-46.435.144.061.312.51-
2021/80.41-13.24-45.814.7113.871.492.2-
2021/70.47-22.83-37.524.327.211.622.03-
2021/60.6113.34-12.723.8345.841.811.47-
2021/50.54-18.560.993.2267.161.741.54本期出貨量增加所致。
2021/40.6623.3186.682.6892.591.851.44本期出貨量增加所致。
2021/30.54-17.7861.442.0194.612.010.93本期出貨量增加所致。
2021/20.65-20.73134.11.48110.332.230.84本期出貨量增加所致。
2021/10.829.4994.660.8294.662.080.9本期出貨量增加所致。
2020/120.7548.2868.336.7759.271.831.1本期出貨量增加所致。
2020/110.51-11.5817.226.0258.211.891.07本期出貨量增加所致。
2020/100.57-28.5488.545.5163.472.130.94本期出貨量增加所致。
2020/90.86.39105.124.9460.992.310.59本期出貨量增加所致。
2020/80.760.0186.144.1354.532.210.62本期出貨量增加所致。
2020/70.767.8152.413.3848.871.990.68本期出貨量增加所致。
2020/60.731.15117.242.6233.161.590.87本期出貨量增加所致。
2020/50.5350.5141.011.9216.711.221.13-
2020/40.356.6424.11.399.470.971.43-
2020/30.3319.2224.571.045.211.041.1-
2020/20.28-34.08-2.690.7-1.991.150.99-
2020/10.42-5.31-1.520.42-1.521.30.87-
2019/120.453.2638.134.2521.080.0N/A-
2019/110.4342.2141.453.819.350.0N/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)440.00.924500.0-0.1106.237.7830.418.074.2324.419.56392.780.2673.330.71491.670.43900.0
2022 (9)440.00.02-98.250.09-86.964.5-35.1628.14-0.253.40-66.731.94-80.220.15-78.870.12-86.670.01-98.0
2021 (8)440.01.14-32.140.69-47.336.942.5128.21-5.6810.22-11.139.81-26.130.71-8.970.9-3.230.5-32.43
2020 (7)440.01.68663.641.31627.786.7759.2929.912.0111.50176.4413.28203.890.78333.330.93365.00.74640.0
2019 (6)440.00.2200.1804.2521.0829.32-3.24.1604.3700.1800.200.10
2018 (5)440.0-0.220-0.3803.517.6730.2911.4-5.610-3.530-0.20-0.120-0.10
2017 (4)440.0-0.490-0.5303.26-20.127.1915.6-8.630-9.730-0.280-0.260-0.220
2016 (3)440.0-0.820-0.8704.080.9923.52-13.11-11.190-10.600-0.460-0.430-0.360
2015 (2)440.0-0.650-0.9804.04-30.5827.07-10.69-12.370-7.700-0.50-0.350-0.290
2014 (1)440.0-0.290-0.8905.82-22.8130.310-3.550-0.220-0.2100.06-80.65-0.130

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