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)128-3.03-1.540.1220.020.00.02140.0-50.00.2970.59124.7912.0817.17-7.7917.004.23-0.821.900.0-52.381.23-3.9135.160.2315.0-55.770.157.1415.382.93-23.5-36.721.23-3.9135.1610.2931.43113.75
24Q2 (19)1321.541.540.1042.86121.28-0.0587.590.740.17142.86113.3910.313.4118.3716.3126.1427.621.90138.23150.261.2860.0118.160.2140.0160.610.1455.56122.953.83254.63232.991.2860.0118.16-4.03-9.12-256.25
24Q1 (18)1300.00.00.07-61.11108.64-0.40-600.055.560.07107.0108.649.97-11.4619.9812.93-20.19171.07-4.97-290.4256.590.80-60.59106.25-0.5-272.4147.370.09-60.87108.571.08-71.58110.490.80-60.59106.25-12.769.45-250.00
23Q4 (17)1300.0-0.760.1880.0181.820.08100.0124.24-1.0014.5316.6711.26-14.05-6.9416.20-5.481.572.61-34.59-42.892.03123.08182.190.29-44.23-47.270.2376.92182.143.80-17.93-33.82.03123.08182.1918.17100.64103.70
23Q3 (16)1300.00.00.10121.28-76.190.04107.41-82.61-1.177.87-19.3913.150.4-15.2717.1434.1216.23.99205.56-19.880.91112.91-73.780.52257.58-32.470.13121.31-76.364.63260.76-30.380.91112.91-73.7827.6181.6373.70
23Q2 (15)1300.0-0.76-0.4741.9856.48-0.5440.057.48-1.27-56.798.638.714.813.212.78167.92322.26-3.7866.9983.1-7.0544.9658.31-0.3365.2682.54-0.6141.956.74-2.8872.0485.47-7.0544.9658.31-13.26-113.10-66.36
23Q1 (14)130-0.76-1.52-0.81-268.18-153.13-0.90-172.73-125.0-0.8132.5-153.138.31-31.32-32.774.77-70.09-46.88-11.45-350.55-397.83-12.81-418.62-269.16-0.95-272.73-239.29-1.05-275.0-150.0-10.30-279.44-543.75-12.81-418.62-269.16-26.52-210.28-208.10
22Q4 (13)1310.77-0.76-0.22-152.38-246.67-0.33-243.48-925.0-1.20-22.45-766.6712.1-21.73-16.5515.958.1439.554.57-8.23189.24-2.47-171.18-292.970.55-28.57139.13-0.28-150.91-247.375.74-13.68122.48-2.47-171.18-292.9730.73-6.75-62.68
22Q3 (12)130-0.76-1.520.42138.89255.560.23118.11200.0-0.9829.5-2550.015.4683.1815.8114.75356.5249.144.98122.26396.433.47120.52233.460.77140.74450.00.55139.01257.146.65133.55407.873.47120.52233.4625.73-49.31-49.70
22Q2 (11)131-0.76-0.76-1.08-237.5-871.43-1.27-217.5-1714.29-1.39-334.37-563.338.44-31.72-31.21-5.75-164.03-147.33-22.37-872.61-18741.67-16.91-387.32-1219.87-1.89-575.0-19000.0-1.41-235.71-883.33-19.82-1138.75-965.5-16.91-387.32-1219.87-23.24-275.41-658.75
22Q1 (10)1320.00.0-0.32-313.33-300.0-0.40-1100.0-300.0-0.32-277.78-300.012.36-14.76-5.58.98-21.43-34.5-2.30-245.57-169.91-3.47-371.09-310.3-0.28-221.74-165.12-0.42-321.05-290.91-1.60-162.02-151.95-3.47-371.09-310.3-3.08-78.88-491.31
21Q4 (9)1320.00.00.15155.56-77.940.04117.39-95.180.18350.0-72.3114.58.61-15.0611.4315.57-37.681.58194.05-79.051.28149.23-75.980.23204.55-82.170.19154.29-78.892.58219.44-60.911.28149.23-75.988.71-68.65-55.59
21Q3 (8)1320.00.0-0.27-292.86-131.76-0.23-228.57-121.90.04-86.67233.3313.358.8-18.259.89-18.6-53.33-1.68-1500.0-115.03-2.60-272.19-137.63-0.22-2300.0-112.02-0.35-294.44-131.25-2.16-194.32-121.93-2.60-272.19-137.631.31-152.68-181.78
21Q2 (7)1320.01.540.14-12.5-53.33-0.07-135.0-126.920.3087.5134.0912.27-6.197.6312.15-11.38-35.370.12-96.35-97.951.51-8.48-55.850.01-97.67-98.510.18-18.18-53.852.29-25.65-64.161.51-8.48-55.85-14.78-44.48-105.45
21Q1 (6)1320.00.00.16-76.47113.560.20-75.9116.670.16-75.38113.5613.08-23.37113.0313.71-25.25693.513.29-56.37112.581.65-69.04106.480.43-66.67126.880.22-75.56114.193.08-53.33111.621.65-69.04106.48-9.42-48.23-48.43
20Q4 (5)1320.00.00.68-20.0300.00.83-20.95418.750.652266.67182.6117.074.5330.618.34-13.4535.457.54-32.56528.335.33-22.87213.531.29-29.51706.250.9-19.64291.36.60-32.99352.055.33-22.87213.53--0.00
20Q3 (4)1321.540.00.85183.330.01.05303.850.0-0.0396.590.016.3343.250.021.1912.710.011.1891.110.06.91102.050.01.83173.130.01.12187.180.09.8554.150.06.91102.050.0--0.00
20Q2 (3)130-1.520.00.30125.420.00.26121.670.0-0.8825.420.011.485.670.018.80913.850.05.85122.370.03.42113.430.00.67141.880.00.39125.160.06.39124.110.03.42113.430.0--0.00
20Q1 (2)1320.00.0-1.18-794.120.0-1.20-850.00.0-1.18-613.040.06.14-53.020.0-2.31-117.060.0-26.15-2279.170.0-25.46-1597.650.0-1.6-1100.00.0-1.55-773.910.0-26.50-1915.070.0-25.46-1597.650.0--0.00
19Q4 (1)1320.00.00.170.00.00.160.00.00.230.00.013.070.00.013.540.00.01.200.00.01.700.00.00.160.00.00.230.00.01.460.00.01.700.00.0--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)
2024/103.45-14.25-9.035.825.611.56N/A-
2024/94.03-1.22-17.732.367.4512.080.31-
2024/84.082.55-8.028.3312.3311.380.33-
2024/73.9819.715.5724.2616.6610.430.36-
2024/63.326.218.620.2819.1210.310.39-
2024/53.13-18.961.816.9619.2210.830.38-
2024/43.860.5536.0413.8324.029.60.42-
2024/33.84102.1520.249.9719.929.970.34-
2024/21.9-55.11-34.856.1319.729.840.35係因2月年節客戶提前拉貨及新產品銷售增加
2024/14.2313.9691.914.2391.9111.70.29係因2月年節客戶提前拉貨及新產品銷售增加
2023/123.71-1.08-5.1741.38-14.4111.260.35-
2023/113.75-1.13-10.3337.67-15.2212.450.32-
2023/103.8-22.45-4.9633.92-15.7313.130.3-
2023/94.910.4113.0730.12-16.9213.10.3-
2023/84.4317.69-14.2325.22-20.9811.00.36-
2023/73.7734.48-36.7620.79-22.299.640.41-
2023/62.8-8.83-42.4617.02-18.148.710.5-
2023/53.078.2838.7114.22-10.719.10.48-
2023/42.84-11.12109.5211.15-18.698.950.49係去年同期大陸子公司因上海地區封控管理影響生產及出貨,使基期較低所致。
2023/33.199.51-38.078.31-32.748.310.54-
2023/22.9232.22-6.175.12-28.929.030.5-
2023/12.2-43.68-46.182.2-46.1810.310.43-
2022/123.92-6.46-24.7948.35-9.1112.10.41-
2022/114.194.78-10.0744.43-7.412.510.4-
2022/103.99-7.73-13.9140.25-7.1213.490.37-
2022/94.33-16.251.8436.25-6.315.460.38-
2022/85.17-13.2222.5331.92-7.3116.00.37-
2022/75.9622.3622.1226.75-11.4813.040.45-
2022/64.87119.820.8520.8-17.948.440.77-
2022/52.2263.56-46.3515.93-25.288.730.74-
2022/41.35-73.73-67.0413.71-20.219.620.67係大陸子公司因上海地區封控管理影響生產及出貨。
2022/35.1665.9318.6512.36-5.512.360.53-
2022/23.11-24.15-20.217.2-17.5212.410.52-
2022/14.1-21.3-15.354.1-15.3513.960.47-
2021/125.2111.83-10.4453.24.4414.50.46-
2021/114.650.3-19.6547.996.3513.550.49-
2021/104.649.16-15.0543.3410.1813.110.5-
2021/94.250.76-30.3438.6914.2613.350.56-
2021/84.22-13.51-17.6234.4424.0613.130.57-
2021/74.8821.09-4.4630.2233.513.040.58-
2021/64.03-2.43-3.0725.3544.5512.270.57-
2021/54.130.4711.8921.3259.3512.580.56係因去年新冠病毒疫情影響基期較低所致
2021/44.11-5.4215.7917.1977.4312.350.57係因去年新冠病毒疫情影響基期較低所致
2021/34.3511.5779.2313.08113.0613.080.51係因去年新冠病毒疫情影響基期較低所致
2021/23.89-19.52232.368.73135.1514.550.46係因去年新冠病毒疫情影響所致
2021/14.84-16.7390.354.8490.3516.450.41係因去年同期遇春節連續假期
2020/125.810.3335.8750.931.8617.070.35-
2020/115.796.0427.7545.12-1.3217.360.34-
2020/105.46-10.4828.3939.33-4.5216.690.36-
2020/96.119.1623.4633.86-8.3116.330.38-
2020/85.120.292.4327.76-13.2214.380.43-
2020/75.1122.85-10.5922.64-16.1212.950.47-
2020/64.1612.634.9717.53-17.611.40.44-
2020/53.693.96-12.3413.38-22.769.660.52-
2020/43.5546.38-4.539.69-26.117.150.7-
2020/32.42106.89-19.416.14-34.656.140.71-
2020/21.17-53.91-49.033.71-41.837.990.55-
2020/12.54-40.56-37.782.54-37.7811.350.39-
2019/124.28-5.662.7550.03.610.0N/A-
2019/114.536.56-3.0945.723.690.0N/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)130-0.76-1.000-1.31041.38-14.4213.4834.93-1.120-3.210-0.460-0.070-1.290
2022 (9)131-0.76-1.200-1.77048.35-9.129.99-15.12-1.760-3.350-0.850-0.150-1.570
2021 (8)1320.00.18-72.31-0.06053.24.4611.77-30.230.85-80.090.45-73.530.45-79.260.77-58.150.24-72.09
2020 (7)1320.00.65182.610.94050.931.8616.8724.964.27277.881.70226.922.17280.71.8478.640.86177.42
2019 (6)1320.00.232200.0-0.12050.03.6113.5012.881.1300.5200.5701.03123.910.313000.0
2018 (5)1320.760.01-99.39-0.37048.26-10.3611.96-23.92-0.050-0.080-0.0200.46-81.380.01-99.54
2017 (4)1310.771.6583.331.3933.6553.844.1415.72-10.583.85-22.383.79108.242.07-19.142.472.922.1785.47
2016 (3)1300.00.9050.01.0426.8351.7-12.6117.5825.484.9674.651.82121.952.5652.382.470.211.1750.0
2015 (2)1300.00.6000.82059.1621.7514.0155.492.8400.8201.6801.4100.780
2014 (1)1300.78-1.490-1.05048.59-5.769.010-2.230-4.380-1.080-1.670-1.930

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