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(%)
24Q4 (20)116-3.337.41-0.1170.27-22.22-0.416.82-783.33-0.87-11.54-250.07.649.4611.714.7010.53-29.39-4.8632.78-515.38-0.6989.1852.74-0.3726.0-562.5-0.1273.33-20.0-0.2695.8981.16-0.6989.1852.741.20-2.96-22.45
24Q3 (19)1205.2611.11-0.37-76.19-150.68-0.44-51.72-212.82-0.78-95.0-216.426.98-7.06-22.0113.30-12.44-38.37-7.23-74.22-197.57-6.38-102.54-172.42-0.5-61.29-175.76-0.45-87.5-156.96-6.32-119.44-156.18-6.38-102.54-172.427.62-43.36-18.50
24Q2 (18)1143.645.56-0.21-10.53-520.0-0.2914.71-93.33-0.40-110.53-566.677.5122.3127.9415.19-4.65-12.6-4.1529.54-103.43-3.156.25-435.11-0.3113.89-158.33-0.24-14.29-500.0-2.882.7-256.52-3.156.25-435.116.04-60.82-325.98
24Q1 (17)1101.851.85-0.19-111.11-58.33-0.34-666.67-1033.33-0.19-132.76-58.336.14-10.239.2515.93-23.49-4.72-5.89-603.42-1032.69-3.36-130.14-52.04-0.36-550.0-1100.0-0.21-110.0-75.0-2.96-114.49-35.78-3.36-130.14-52.04-16.91-111.72-375.64
23Q4 (16)1080.00.93-0.09-112.33-142.860.06-84.62-78.570.58-13.43-60.06.84-23.5811.2220.82-3.52-2.981.17-84.21-79.4-1.46-116.57-139.670.08-87.88-77.14-0.1-112.66-143.48-1.38-112.27-132.86-1.46-116.57-139.6714.45623.84137.69
23Q3 (15)1080.00.930.731360.0-12.050.39360.0-4.880.671216.67-45.978.9552.478.8821.5824.178.337.41463.24-14.738.81837.23-18.350.66650.0-7.040.791216.67-11.2411.25511.41-18.488.81837.23-18.3528.46750.84-20.00
23Q2 (14)1080.00.930.05141.67-58.33-0.15-400.0-600.0-0.0650.0-114.635.874.454.6317.383.95-1.86-2.04-292.31-217.920.94142.53-59.13-0.12-300.0-220.00.06150.0-53.851.84184.4-47.430.94142.53-59.13-2.08-7.73-255.35
23Q1 (13)1080.930.93-0.12-157.14-141.38-0.03-110.71-133.33-0.12-108.28-141.385.62-8.62-26.8216.72-22.098.01-0.52-109.15-122.61-2.21-160.05-154.43-0.03-108.57-116.67-0.12-152.17-138.71-2.18-151.9-144.13-2.21-160.05-154.43-16.90-115.92-71.21
22Q4 (12)1070.010.310.21-74.7-85.00.28-31.71-30.01.4516.94-21.626.15-25.18-42.7921.467.7314.825.68-34.64-6.583.68-65.89-72.780.35-50.7-46.150.23-74.16-83.094.20-69.57-71.013.68-65.89-72.7810.67258.48617.48
22Q3 (11)1070.010.310.83591.67137.140.411266.6710.811.24202.44181.828.2246.52-23.8219.9212.4810.678.69402.3150.8710.79369.13165.760.71610.014.520.89584.62161.7613.80294.29178.2310.79369.13165.769.79266.52600.00
22Q2 (10)1070.010.310.12-58.621300.00.03-66.67-86.360.4141.38355.565.61-26.95-42.6417.7114.4111.951.73-24.78-35.692.30-43.351310.530.1-44.44-61.540.13-58.061400.03.50-29.1535100.02.30-43.351310.53-27.75-68.95-72.09
22Q1 (9)10710.3110.310.29-79.29163.640.09-77.5125.00.29-84.32163.647.68-28.56-14.7615.48-17.17-8.242.30-62.172.684.06-69.9771.310.18-72.31-10.00.31-77.21210.04.94-65.9178.994.06-69.9771.31-14.46110.35-34.70
21Q4 (8)970.00.01.40300.03600.00.408.11150.01.85320.45551.2210.75-0.3720.3818.693.83-9.86.085.5637.2513.52233.0894.120.654.8462.51.36300.03500.014.49192.14670.7413.52233.0894.124.981950.0038.15
21Q3 (7)970.00.00.353600.01266.670.3768.1885.00.44388.89222.2210.7910.3330.7918.0013.78-12.075.76114.1381.74.062236.843790.910.62138.46138.460.343500.01233.334.9649700.06985.714.062236.843790.919.441745.45259.09
21Q2 (6)970.05.43-0.01-109.0985.710.22450.0833.330.09-18.18126.479.788.5545.9715.82-6.22-13.692.6920.09495.59-0.19-108.0279.790.2630.0620.0-0.01-110.083.33-0.01-100.3698.92-0.19-108.0279.794.73132.95187.50
21Q1 (5)970.00.00.11375.0140.740.04-75.0119.050.11126.83140.749.010.963.8216.87-18.58-8.562.24-49.44230.232.3774.26185.560.2-50.0322.220.1350.0138.462.7646.81231.432.3774.26185.56--0.00
20Q4 (4)970.00.0-0.04-33.330.00.16-20.00.0-0.41-13.890.08.938.240.020.721.220.04.4339.750.01.361336.360.00.453.850.0-0.04-33.330.01.882585.710.01.361336.360.0--0.00
20Q3 (3)975.430.0-0.0357.140.00.20766.670.0-0.36-5.880.08.2523.130.020.4711.670.03.17566.180.0-0.1188.30.00.26620.00.0-0.0350.00.00.07107.530.0-0.1188.30.0--0.00
20Q2 (2)92-5.150.0-0.0774.070.0-0.0385.710.0-0.34-25.930.06.721.820.018.33-0.650.0-0.6860.470.0-0.9466.060.0-0.0544.440.0-0.0676.920.0-0.9355.710.0-0.9466.060.0--0.00
20Q1 (1)970.00.0-0.270.00.0-0.210.00.0-0.270.00.05.50.00.018.450.00.0-1.720.00.0-2.770.00.0-0.090.00.0-0.260.00.0-2.100.00.0-2.770.00.0--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)
2025/22.27-21.99112.275.1930.427.57N/A113年2月逢農曆年工作時數較少
2025/12.9222.390.272.920.278.06N/A-
2024/122.38-13.5619.928.263.617.640.56-
2024/112.7610.3714.2725.882.337.60.56-
2024/102.56.462.2323.121.077.030.61-
2024/92.357.31-22.8720.630.936.980.68-
2024/82.19-10.68-35.0318.285.16.760.7-
2024/72.4514.8-3.6616.0914.737.440.63-
2024/62.13-25.37-4.7313.6518.797.510.58-
2024/52.8613.2350.5211.5224.497.540.58客戶急單效應
2024/42.5216.9845.58.6617.775.750.76-
2024/32.16101.2-8.736.149.216.140.67-
2024/21.07-63.15-37.913.9822.245.850.71-
2024/12.9155.5390.12.9190.17.190.58因去年農曆春節在1月份工作天數減少所致
2023/121.87-22.472.4827.16-1.86.730.67-
2023/112.41-1.2415.3125.29-2.17.90.57-
2023/102.44-19.689.2722.88-3.638.850.51-
2023/93.04-9.68.7720.44-4.988.950.38-
2023/83.3632.4624.3717.39-7.038.140.42-
2023/72.5413.51-6.5614.03-12.346.680.51-
2023/62.2417.927.1511.49-13.535.870.65-
2023/51.99.467.639.25-17.395.990.64-
2023/41.73-26.62-1.267.35-22.065.820.65-
2023/32.3636.88-12.925.62-26.825.620.62-
2023/21.7312.81-10.773.26-34.415.080.68-
2023/11.53-16.14-49.331.53-49.335.450.64-
2022/121.82-12.77-42.6327.66-31.436.150.72-
2022/112.09-6.42-51.3625.83-30.477.120.62係因合併編制主體減少,若移除此部分, 本月增減百分比低於50%
2022/102.24-20.05-31.923.74-27.747.740.57-
2022/92.83.36-29.9421.51-27.448.220.57-
2022/82.71-0.48-13.4118.71-27.057.510.62-
2022/72.7230.18-27.2616.0-28.946.570.71-
2022/62.0918.44-37.4513.29-29.385.610.95-
2022/51.760.41-44.2511.2-27.646.230.86-
2022/41.76-35.28-46.839.43-23.386.40.83-
2022/32.7140.26-20.597.68-14.397.670.61-
2022/21.93-35.93-5.834.97-10.588.140.57-
2022/13.02-5.06-13.673.02-13.6710.50.44-
2021/123.18-26.042.9340.3437.2810.770.46-
2021/114.331.0138.1337.1641.3111.580.43-
2021/103.28-17.7520.8332.8641.7410.40.48-
2021/93.9927.7646.3829.6444.8510.850.43-
2021/83.12-16.4113.5425.6544.6110.20.46-
2021/73.7411.9434.0222.5350.3210.240.46主係新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/63.345.5743.4218.8254.279.80.46主係新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/53.16-4.2432.4215.4856.839.880.46主係新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/43.3-3.3466.7912.3164.638.770.52主係新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/33.4266.3260.198.9763.098.970.5主係新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/22.05-41.2646.125.5564.948.640.51主係新冠肺炎影響趨緩,市場需求逐漸恢復正常所致。
2021/13.513.1978.433.578.439.70.46因去年農曆春節在1月份工作天數減少所致
2020/123.09-0.7518.129.3812.858.920.48-
2020/113.1114.621.0126.2912.268.560.5-
2020/102.72-0.361.7823.1811.188.20.52-
2020/92.73-0.8931.0220.4612.078.270.41-
2020/82.75-1.3311.317.749.637.870.44-
2020/72.7919.827.5914.989.337.510.46-
2020/62.33-2.5224.2112.27.446.70.43-
2020/52.3920.622.659.874.136.50.44-
2020/41.98-7.172.437.48-0.650.0N/A-
2020/32.1351.727.885.5-1.720.0N/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
2024 (10)1167.41-0.870-1.47028.263.5914.75-24.28-5.480-3.330-1.550-0.860-1.010
2023 (9)1080.930.54-57.140.28-65.027.28-1.3719.484.842.18-54.962.27-59.610.59-55.970.9-54.310.62-60.26
2022 (8)10710.311.26-26.320.80-22.3327.66-31.4218.586.784.8412.35.628.71.34-22.991.97-15.811.56-12.85
2021 (7)970.01.7101.03836.3640.3337.3217.40-11.594.31144.895.1701.74234.622.3401.790
2020 (6)973.19-0.4100.11029.3712.2319.6818.341.760-0.3500.52000-0.390
2019 (5)949.3-0.880-0.72026.17-0.8716.635.32-2.080-2.590-0.540-0.530-0.830
2018 (4)860.03.110-0.98026.412.115.792.2-3.22012.670-0.8503.4703.180
2017 (3)860.0-1.300-0.44023.553.0215.45-12.81-2.660-5.330-0.630-1.250-1.130
2016 (2)860.0-1.130-0.59022.867.3217.7220.71-1.450-4.480-0.330-0.640-0.980
2015 (1)862.38-1.230-1.04021.3-9.4414.680-5.240-5.280-1.120-0.970-1.060

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