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)1320.00.00.9513.163.791.0165.5777.192.6057.5864.5623.6716.8344.2413.282.15-11.828.0716.9611.935.29-3.1113.521.9136.4361.861.2512.6162.347.72-7.995.035.29-3.1113.5225.458.4031.20
24Q2 (19)1320.00.760.843.721.740.61-3.1724.491.65103.765.020.2634.0831.5613.00-12.04-13.166.90-5.74-2.825.46-22.88-6.671.426.1328.441.113.7423.338.39-5.62-3.785.46-22.88-6.6719.50204.9765.08
24Q1 (18)1320.00.760.81406.25161.290.63133.3334.040.81-53.45161.2915.114.930.8714.7816.56-2.187.3263.3919.417.08362.75153.761.1173.4420.651.07409.52160.988.89154.7388.757.08362.75153.76-3.66166.9240.35
23Q4 (17)1320.00.760.16-72.41148.480.27-52.63440.01.7410.13-56.9314.4-12.25-11.4912.68-15.865.974.48-37.863086.671.53-67.17157.30.64-45.763300.00.21-72.73148.843.49-52.52207.381.53-67.17157.3-2.85-44.17-18.15
23Q3 (16)1320.760.00.58-15.9441.460.5716.332750.01.5858.0-63.8416.416.56-14.9715.060.6113.317.211.55635.714.66-20.3464.081.188.26521.050.77-14.4440.07.35-15.7197.584.66-20.3464.084.6853.3210.29
23Q2 (15)1310.00.00.69122.58-33.010.494.26-46.741.00222.58-74.6815.42.8-31.8314.97-0.9316.687.1015.82-15.685.85109.68-2.661.0918.48-42.630.9119.51-33.338.7285.14-3.05.85109.68-2.66-2.56158.26422.13
23Q1 (14)1310.0-2.240.31193.94-89.20.47840.0-50.530.31-92.33-89.214.98-7.93-42.4515.1197.7724.466.134186.67-18.592.79204.49-81.140.924700.0-53.060.41195.35-89.354.71244.92-73.092.79204.49-81.14-11.816.72495.00
22Q4 (13)131-0.765.65-0.33-180.49-125.580.05150.0-95.454.04-7.55-17.8916.27-15.7-35.567.648.22-47.38-0.15-115.31-101.67-2.67-194.01-141.92-0.02-110.53-100.88-0.43-178.18-126.71-3.25-187.37-133.89-2.67-194.01-141.92-15.13-120.3426.09
22Q3 (12)1320.768.20.41-60.19-72.850.02-97.83-98.564.3710.6318.4319.3-14.56-12.757.06-44.97-56.070.98-88.36-91.692.84-52.75-66.150.19-90.0-92.720.55-59.26-70.113.72-58.62-68.392.84-52.75-66.15-13.89-62.15-50.49
22Q2 (11)131-2.2410.081.03-64.11-14.880.92-3.16-17.863.9537.6376.3422.59-13.2223.9212.835.68-28.728.4211.82-30.76.01-59.36-24.781.9-3.06-14.411.35-64.94-6.98.99-48.63-24.836.01-59.36-24.78-5.0729.19-8.40
22Q1 (10)1348.0613.562.87122.48175.960.95-13.645.562.87-41.67175.9626.033.0952.0412.14-16.39-22.827.53-15.96-22.3714.79132.18106.561.96-13.2718.073.85139.13215.5717.5082.4876.7714.79132.18106.568.6253.95-17.25
21Q4 (9)1241.645.081.29-14.57152.941.10-20.86168.294.9233.33225.8325.2514.1562.3814.52-9.6517.488.96-24.065.016.37-24.0863.752.26-13.41169.051.61-12.5168.339.59-18.5265.066.37-24.0863.7517.755.111.62
21Q3 (8)1222.523.391.5124.79155.931.3924.11107.463.6964.73269.022.1221.3446.9816.07-10.7215.6111.79-2.9659.328.395.0182.02.6117.57135.141.8426.9166.6711.77-1.5992.328.395.0182.013.9120.5724.27
21Q2 (7)1190.85-0.831.2116.35290.321.1224.44187.182.24115.38446.3418.236.4846.0718.0014.4339.3212.1525.26118.137.9911.59169.022.2233.73217.141.4518.85291.8911.9620.81166.967.9911.59169.028.2960.1471.98
21Q1 (6)1180.00.01.04103.92940.00.90119.511700.01.04-31.13940.017.1210.175.9515.7327.2740.079.7078.64525.817.1684.06501.681.6697.621006.671.22103.331009.099.9070.4407.697.1684.06501.686.7145.1840.35
20Q4 (5)1180.00.00.51-13.565000.00.41-38.81236.671.5151.05.5915.553.3215.9612.36-11.0810.855.43-26.62382.813.89-15.623436.360.84-24.32423.080.6-13.045900.05.81-5.07423.423.89-15.623436.36--0.00
20Q3 (4)118-1.670.00.5990.320.00.6771.790.01.00143.90.015.0520.590.013.907.590.07.4032.850.04.6155.220.01.1158.570.00.6986.490.06.1236.610.04.6155.220.0--0.00
20Q2 (3)1201.690.00.31210.00.00.39680.00.00.41310.00.012.4828.260.012.9215.050.05.57259.350.02.97149.580.00.7366.670.00.37236.360.04.48129.740.02.97149.580.0--0.00
20Q1 (2)1180.00.00.10900.00.00.05116.670.00.10-93.010.09.73-27.440.011.230.720.01.55180.730.01.19981.820.00.15157.690.00.111000.00.01.9575.680.01.19981.820.0--0.00
19Q4 (1)1180.00.00.010.00.0-0.300.00.01.430.00.013.410.00.011.150.00.0-1.920.00.00.110.00.0-0.260.00.00.010.00.01.110.00.00.110.00.0--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)
2024/117.7810.2552.373.3430.2922.47N/A銷售量增加及原料價格上漲
2024/107.05-7.750.5565.5728.0922.46N/A銷售量增加及原料價格上漲
2024/97.64-1.540.1858.5125.8322.910.69-
2024/87.763.3643.1750.8723.9222.360.71-
2024/77.515.8742.9943.1120.9921.750.73-
2024/67.09-0.9332.1835.617.1920.610.71-
2024/57.1612.4836.4928.5113.9818.730.78-
2024/46.3622.224.3421.368.0115.850.93-
2024/35.2121.55-0.7614.992.3114.990.75-
2024/24.28-22.15-11.369.794.0314.620.77-
2024/15.513.7620.35.520.315.450.73-
2023/124.84-5.26-12.2661.13-28.9714.630.94-
2023/115.118.98-8.9756.29-30.1215.240.91-
2023/104.68-14.06-12.3451.19-31.715.560.89-
2023/95.450.59-12.5146.5-33.1916.120.81-
2023/85.423.23-15.6841.05-35.2216.030.81-
2023/75.25-2.13-21.6635.63-37.4315.860.82-
2023/65.362.29-26.430.38-39.5315.730.78-
2023/55.242.47-31.0825.02-41.7615.610.79-
2023/45.12-2.47-41.9119.77-44.0615.20.81純錫金屬價格下跌所致
2023/35.258.56-40.1214.65-44.7714.650.88-
2023/24.835.66-44.769.41-47.0614.920.86-
2023/14.57-17.03-49.294.57-49.2915.70.82-
2022/125.51-1.7-35.2486.075.3416.470.89-
2022/115.614.95-34.0580.5610.0617.190.85-
2022/105.34-14.23-29.4574.9515.8618.00.81-
2022/96.23-3.04-22.7669.6121.8719.360.83-
2022/86.43-4.08-9.5963.3729.2120.420.79-
2022/76.7-8.054.4456.9535.7921.60.75-
2022/67.29-4.213.4150.2441.4623.710.87-
2022/57.61-13.6314.8342.9647.6525.180.82-
2022/48.810.5365.2835.3557.3326.330.78因出貨量成長
2022/38.760.1453.1326.5454.8626.540.71因出貨量成長
2022/28.75-3.074.6717.7755.7326.290.71因出貨量成長
2022/19.025.9640.99.0240.926.040.72-
2021/128.510.146.581.7154.7224.60.63因出貨量成長
2021/118.5112.2669.4173.1955.7424.150.64因出貨量成長
2021/107.58-6.148.7764.6954.122.750.68因出貨量成長
2021/98.0713.4833.5857.1154.8421.590.68因出貨量成長及金屬價格上揚
2021/87.1110.855.2149.0459.019.950.74因出貨量成長及金屬價格上揚
2021/76.42-0.1644.7841.9359.6619.470.76因出貨量成長及金屬價格上揚
2021/66.43-3.063.6335.5262.6818.380.82因出貨量成長及金屬價格上揚
2021/56.6324.358.1329.0962.4817.680.85因出貨量成長及金屬價格上揚
2021/45.33-6.8526.6922.4763.816.060.94因出貨量成長及金屬價格上揚
2021/35.7214.2382.1517.1480.2317.140.79因出貨量成長及金屬價格上揚
2021/25.01-21.7584.0811.4179.2817.220.78因出貨量成長及金屬價格上揚
2021/16.410.1675.696.475.6917.240.78因出貨量成長及金屬價格上揚
2020/125.8115.7625.5452.811.2315.920.78-
2020/115.02-1.4112.4847.0-1.1316.150.77-
2020/105.09-15.6911.8841.98-2.5415.710.79-
2020/96.0431.8633.2536.88-4.2415.050.74-
2020/84.583.355.2830.84-9.2412.940.86-
2020/74.4312.84-0.9226.26-11.3812.550.89-
2020/63.93-6.27-11.2321.83-13.2412.320.92-
2020/54.19-0.4-7.0517.9-13.6611.540.99-
2020/44.2133.9111.9213.71-15.510.071.13-
2020/33.1415.44-28.549.51-23.779.511.33-
2020/22.72-25.31-12.886.37-21.1710.991.15-
2020/13.64-21.28-26.413.64-26.410.0N/A-
2019/124.633.7110.5652.16-4.780.0N/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)1320.761.73-56.861.80-7.2261.19-27.3214.4940.826.2831.383.76-40.513.84-4.713.76-44.542.3-56.69
2022 (9)1315.654.01-13.391.94-57.0884.191.7810.29-35.494.78-54.786.32-14.944.03-53.946.78-23.825.31-13.24
2021 (8)1245.084.63208.674.52197.3782.7256.6415.9525.3910.5799.067.43119.828.75212.58.9246.36.12243.82
2020 (7)1180.01.505.631.5250.552.811.0712.723.335.3132.093.382.742.833.332.574.471.785.33
2019 (6)1180.01.42305.711.011162.552.25-4.1612.3120.694.0277.883.29316.462.170.732.4658.711.69302.38
2018 (5)1180.00.35-54.550.08-90.1254.523.7310.20-15.72.26-37.570.79-54.341.23-35.261.55-10.920.42-53.85
2017 (4)1181.720.77-63.330.81-56.6852.569.3912.10-26.713.62-53.651.73-66.471.9-49.331.74-53.60.91-63.01
2016 (3)116-3.332.10125.811.8788.8948.051.5216.5116.847.8182.055.16115.93.7584.733.75102.72.46117.7
2015 (2)120-0.830.93-61.730.99-53.9547.33-18.0414.13-4.014.29-41.072.39-54.912.03-51.671.85-58.141.13-63.07
2014 (1)1213.422.43-14.132.15-15.0257.75-1.5814.7207.2805.3004.2-14.114.42-13.163.06-13.56

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