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)891.147.23-0.39-116.6777.06-0.25-66.6768.35-1.11-54.1766.0613.57-6.35-13.628.79-9.0180.49-1.80-140.069.54-2.42-191.5772.96-0.24-118.1874.19-0.34-112.575.89-2.67-184.0474.43-2.42-191.5772.96-3.10-408.33-41.02
24Q3 (19)880.07.32-0.18-700.037.93-0.15-15.38-250.0-0.72-30.9155.2814.490.14-21.979.66-5.48-5.2-0.75-3850.0-187.21-0.83-302.4433.06-0.110-168.75-0.16-900.033.33-0.94-192.16-3.3-0.83-302.4433.0610.62-297.3734.84
24Q2 (18)880.010.00.03105.260.0-0.1385.06-30.0-0.553.5158.6514.4721.09-29.3510.2280.5734.470.02100.33150.00.41109.79215.380100.0100.00.02103.920.01.02126.3696.150.41109.79215.38-1.4285.8737.47
24Q1 (17)886.0210.0-0.5766.4757.78-0.87-10.1320.91-0.5782.5757.7811.95-23.93-30.85.6616.22117.69-6.05-2.3713.32-4.1953.1833.6-0.7222.5840.5-0.5163.8353.21-3.8762.9349.01-4.1953.1833.6-19.66-209.87-450.06
23Q4 (16)831.223.75-1.70-486.21-314.63-0.79-890.0-339.39-3.27-103.11-218.9115.71-15.4-38.324.87-52.21-36.51-5.91-787.21-8342.86-8.95-621.77-593.8-0.93-681.25-4550.0-1.41-487.5-327.27-10.44-1047.25-314.29-8.95-621.77-593.8-12.37-776.44-345.00
23Q3 (15)822.52.5-0.29-1066.67-118.010.10200.0-86.67-1.61-21.05-150.9518.57-9.33-39.4710.1934.08-9.10.862250.0-76.37-1.24-1053.85-129.450.161700.0-85.71-0.24-1300.0-118.6-0.91-275.0-116.02-1.24-1053.85-129.454.63-482.23145.45
23Q2 (14)800.00.00.03102.22-94.74-0.1090.91-11.11-1.331.48-185.8120.4818.59-15.237.60192.31-9.95-0.0499.43-105.880.13102.06-93.16-0.0199.17-106.250.02101.83-95.650.52106.85-82.130.13102.06-93.16-6.80-63.53-171.21
23Q1 (13)800.00.0-1.35-229.27-239.18-1.10-433.33-423.53-1.35-149.09-239.1817.27-32.19-43.712.60-66.1-68.48-6.98-9871.43-452.53-6.31-389.15-347.45-1.21-5950.0-298.36-1.09-230.3-239.74-7.59-201.19-313.8-6.31-389.15-347.45-24.59-177.37-244.66
22Q4 (12)800.00.0-0.41-125.47-165.080.33-56.0-48.442.75-12.97-12.9725.47-16.98-30.547.67-31.58-2.42-0.07-101.92-102.83-1.29-130.64-194.16-0.02-101.79-102.2-0.33-125.58-166.0-2.52-144.37-211.01-1.29-130.64-194.165.0028.50438.67
22Q3 (11)800.00.01.61182.4687.210.75933.3336.363.16103.8724.4130.6826.990.2911.2132.8213.03.64435.2935.824.21121.5886.281.12600.036.591.29180.4386.965.6895.1969.554.21121.5886.282.8770.61403.43
22Q2 (10)800.00.00.57-41.245.56-0.09-126.47-116.981.5559.79-7.7424.16-21.25-36.258.442.323.750.68-65.66-57.761.90-25.4965.220.16-73.77-73.770.46-41.034.552.91-18.0391.451.90-25.4965.22-18.796.36-86.67
22Q1 (9)800.00.00.9753.97-14.160.34-46.88-62.640.97-69.3-14.1630.68-16.33-10.748.254.96-5.391.98-19.84-39.262.5586.13-3.770.61-32.97-45.540.7856.0-14.293.5556.390.282.5586.13-3.771.7813.62-15.26
21Q4 (8)800.0-1.230.63-26.74-34.370.6416.36-31.183.1624.41-23.6736.6719.883.247.86-20.77-17.952.47-7.84-30.621.37-39.38-38.010.9110.98-28.350.5-27.54-35.92.27-32.24-33.821.37-39.38-38.010.2916.2610.06
21Q3 (7)800.00.00.8659.26-43.420.553.77-56.02.5451.19-19.8730.59-19.29-12.859.9245.451.222.6866.46-33.662.2696.52-35.240.8234.43-42.250.6956.82-43.443.35120.39-23.342.2696.52-35.24-4.513.52-18.99
21Q2 (6)800.0-1.230.54-52.21-62.50.53-41.76-63.951.6848.675.037.910.2717.786.82-21.79-39.051.61-50.61-67.741.15-56.6-68.230.61-45.54-61.880.44-51.65-62.391.52-57.06-66.591.15-56.6-68.233.51-17.25-21.95
21Q1 (5)80-1.23-3.611.1317.71527.780.91-2.154650.01.13-72.71527.7834.37-3.2482.148.72-8.98-8.43.26-8.433160.02.6519.91231.251.12-11.815500.00.9116.67506.673.543.21254.02.6519.91231.25--0.00
20Q4 (4)811.250.00.96-36.840.00.93-25.60.04.1430.60.035.521.20.09.58-2.240.03.56-11.880.02.21-36.680.01.27-10.560.00.78-36.070.03.43-21.510.02.21-36.680.0--0.00
20Q3 (3)80-1.230.01.525.560.01.25-14.970.03.1798.120.035.19.070.09.80-12.420.04.04-19.040.03.49-3.590.01.42-11.250.01.224.270.04.37-3.960.03.49-3.590.0--0.00
20Q2 (2)81-2.410.01.44700.00.01.477450.00.01.60788.890.032.1870.540.011.1917.540.04.994890.00.03.62352.50.01.67900.00.01.17680.00.04.55355.00.03.62352.50.0--0.00
20Q1 (1)830.00.00.180.00.0-0.020.00.00.180.00.018.870.00.09.520.00.00.100.00.00.800.00.00.020.00.00.150.00.01.000.00.00.800.00.0--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)
2025/23.49-6.079.07.21-4.3412.26N/A-
2025/13.72-26.23-14.213.72-14.2113.47N/A-
2024/125.047.18-15.1254.84-23.8613.940.67-
2024/114.7112.36-1.4749.8-24.6513.480.69-
2024/104.19-8.69-16.0745.09-26.4613.570.68-
2024/94.59-4.35-18.340.91-27.3714.490.63-
2024/84.8-6.13-32.8736.32-28.3814.560.63-
2024/75.119.83-10.6331.52-27.6414.830.62-
2024/64.65-8.3-47.5826.41-30.2114.470.62-
2024/55.076.94-23.0121.76-24.8914.220.64-
2024/44.747.65-7.2716.69-25.4512.350.73-
2024/34.4137.46-41.6911.95-30.8311.950.77-
2024/23.21-26.08-38.987.54-22.3913.480.68-
2024/14.34-27.02-2.884.34-2.8815.050.61-
2023/125.9424.42-30.0372.04-35.115.710.54-
2023/114.78-4.29-37.6466.09-35.5215.380.55-
2023/104.99-11.12-46.4361.32-35.3417.750.48-
2023/95.61-21.41-36.7256.33-34.1418.480.72-
2023/87.1424.97-38.8450.71-33.8421.740.61-
2023/75.72-35.57-43.5343.57-32.9421.180.63-
2023/68.8734.68-37.0637.85-30.9820.580.59-
2023/56.5928.7942.9428.98-28.8819.260.63-
2023/45.12-32.3-6.2322.39-38.0417.920.67-
2023/37.5643.85-41.4617.27-43.717.270.93-
2023/25.2517.63-30.849.72-45.3218.210.88-
2023/14.47-47.42-56.124.47-56.1220.620.78適逢農曆春節假期影響訂單延後出貨
2022/128.4910.89-39.79111.0-20.4525.470.68-
2022/117.66-17.8-36.7102.5-18.2825.850.67-
2022/109.324.98-11.094.85-16.3129.870.58-
2022/98.87-24.04-40.8485.53-16.8530.680.72-
2022/811.6815.3963.2776.66-12.7535.910.61訂單較去年同期增加
2022/710.12-28.1919.9964.97-19.528.830.76-
2022/614.1205.89-11.9154.85-24.1124.160.97-
2022/54.61-15.51-58.3740.75-27.5822.971.02因昆山廠停工影響致訂單遞延出貨
2022/45.46-57.73-49.5836.14-20.0325.960.9-
2022/312.9169.93-6.230.68-10.7230.680.65-
2022/27.6-25.37-19.9817.77-13.7531.880.63-
2022/110.18-27.85-8.4210.18-8.4236.380.55-
2021/1214.1116.61.47139.5414.6836.670.47-
2021/1112.115.57-3.52125.4316.3837.570.46-
2021/1010.47-30.2115.34113.3419.0132.630.53-
2021/915.0109.6432.54102.8719.3930.590.72-
2021/87.16-15.19-40.0187.8717.4131.60.7-
2021/78.44-47.28-28.8280.7128.335.520.62-
2021/616.0144.5250.3572.2741.5637.90.55訂單較去年同期增加
2021/511.072.337.1656.2739.2435.660.59-
2021/410.82-21.36-3.3945.1950.2634.080.62訂單較去年增加
2021/313.7644.9576.0534.3782.1234.370.58訂單較去年同期增加
2021/29.49-14.58126.2520.6186.4234.510.57訂單較去年同期增加
2021/111.12-20.0562.0511.1262.0537.560.53訂單較去年同期增加
2020/1213.910.8579.72121.6732.3435.520.43訂單較去年同期增加
2020/1112.5438.1740.43107.7727.9932.930.47-
2020/109.08-19.815.5595.2326.5132.320.48-
2020/911.32-5.1218.5486.1527.7935.10.44-
2020/811.930.6332.1574.8429.3134.430.45-
2020/711.8511.3648.5562.9128.7932.830.47-
2020/610.653.0117.6851.0524.9332.180.42-
2020/510.33-7.7532.440.4126.9929.350.46-
2020/411.243.3165.2830.0725.230.0N/A訂單較去年同期增加
2020/37.8286.2927.1818.879.490.0N/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)897.23-1.110-1.39054.48-24.388.7234.78-1.970-1.630-1.070-0.810-0.980
2023 (9)833.75-3.270-1.89072.04-35.16.47-27.95-2.750-3.750-1.980-3.010-2.710
2022 (8)800.02.71-13.421.34-49.05111.0-20.458.988.981.69-31.851.999.341.87-45.952.89-20.822.21-12.99
2021 (7)80-1.233.13-23.662.63-28.34139.5414.698.24-17.522.48-31.31.82-34.33.46-21.183.65-18.712.54-24.63
2020 (6)81-3.574.10105.03.6794.18121.6732.349.994.063.6157.642.7750.544.39109.054.49111.793.3798.24
2019 (5)84-3.452.00-12.661.899.2591.94-1.959.602.132.292.231.84-13.622.10.02.12-17.191.7-15.0
2018 (4)870.02.29-2.971.73-16.8393.7724.559.40-5.052.24-24.832.13-22.262.1-6.252.564.492.0-2.91
2017 (3)87-1.142.3680.152.0856.3975.2945.89.901.022.983.832.7422.322.2451.352.4568.972.0679.13
2016 (2)88-6.381.3121.31.33101.5251.645.229.801.032.8752.662.246.671.4860.871.456.621.1511.65
2015 (1)94-1.051.08-13.60.66-29.0349.082.199.7001.8802.1000.92-25.21.36-26.491.03-28.97

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