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)917.067.06-0.53-165.0-76.67-0.2025.9347.37-0.62-588.89-1340.03.67-1.08-12.415.3219.8244.17-8.627.619.64-14.14-172.45-87.53-0.328.5720.0-0.48-182.35-92.0-16.92-136.31-136.97-14.14-172.45-87.531.71-223.41-59.76
24Q2 (19)85-5.560.0-0.20-281.82-131.75-0.27-145.45-250.0-0.09-181.82-125.713.714.51-30.04.44-62.91-70.54-9.33-684.03-325.36-5.19-244.17-151.34-0.35-775.0-259.09-0.17-270.0-131.48-7.16-259.82-163.48-5.19-244.17-151.34-4.66-74.24-572.73
24Q1 (18)904.655.880.11133.33139.29-0.11-1000.045.00.11139.29139.293.55-13.8312.711.9732.2757.5-1.1953.8886.63.60152.25136.22-0.0463.6485.710.1135.71141.674.48149.67141.913.60152.25136.22-7.7561.67-451.31
23Q4 (17)861.181.18-0.33-10.0-3.13-0.0197.3793.75-0.28-660.068.894.12-1.6738.729.05145.268.25-2.5872.9670.34-6.898.6236.85-0.1172.557.69-0.28-12.0-3.7-9.02-26.3329.91-6.898.6236.85-11.30-78.81-106.87
23Q3 (16)850.00.0-0.30-147.62-114.29-0.38-311.1122.450.05-85.71108.474.19-20.9498.583.69-75.51314.53-9.54-330.4360.68-7.54-174.583.95-0.4-281.8221.57-0.25-146.3-108.33-7.14-163.316.98-7.54-174.583.9523.6688.69-60.56
23Q2 (15)850.00.00.63325.03250.00.18190.0166.670.35225.0179.555.368.2577.2615.0798.29171.044.14146.62138.0910.11201.71865.910.22178.57166.670.54325.05500.011.28205.52508.710.11201.71865.9137.16168.7582.50
23Q1 (14)850.00.0-0.2812.534.88-0.20-25.057.45-0.2868.8934.883.156.0622.097.60-9.091233.33-8.88-2.0754.88-9.948.8933.91-0.28-7.6945.1-0.2411.1133.33-10.6916.9437.67-9.948.8933.9123.41-58.0321.17
22Q4 (13)850.00.0-0.32-128.57-6.67-0.1667.3530.43-0.90-52.54-28.572.9740.76-23.858.36586.0585.78-8.7064.14-7.14-10.91-38.98-63.32-0.2649.0218.75-0.27-125.0-3.85-12.87-49.65-38.69-10.91-38.98-63.325.66-364.28-7.07
22Q3 (12)850.00.0-0.14-600.036.36-0.49-81.48-145.0-0.59-34.09-47.52.11-29.43-44.47-1.72-130.94-133.53-24.26-123.18-283.86-7.85-494.7-60.86-0.51-54.55-112.5-0.12-1100.033.33-8.60-211.59-33.33-7.85-494.7-60.86-6.77-252.32-19.47
22Q2 (11)850.00.0-0.0295.3590.0-0.2742.55-575.0-0.44-2.33-144.442.9915.89-13.085.56875.44-52.8-10.8744.77-448.99-1.3291.2273.01-0.3335.29-371.43-0.0197.2294.12-2.7683.9153.14-1.3291.2273.01-8.9826.01-30.90
22Q1 (10)850.00.0-0.43-43.33-2250.0-0.47-104.35-4600.0-0.4338.57-2250.02.58-33.85-37.380.57-87.33-95.34-19.68-142.36-5218.92-15.04-125.15-4523.53-0.51-59.38-2450.0-0.36-38.46-3700.0-17.15-84.81-11533.33-15.04-125.15-4523.53-15.61-39.84-59.67
21Q4 (9)850.013.33-0.30-36.36-900.0-0.23-15.0-154.76-0.70-75.0-133.983.92.63-12.754.50-12.28-76.53-8.12-28.48-199.63-6.68-36.89-1352.17-0.32-33.33-188.89-0.26-44.44-1200.0-9.28-43.88-1137.33-6.68-36.89-1352.176.55-23.18-207.50
21Q3 (8)850.013.33-0.22-10.0-120.95-0.20-400.0-116.67-0.40-122.22-119.053.810.47-51.345.13-56.45-78.58-6.32-219.19-136.89-4.880.2-148.8-0.24-242.86-117.91-0.18-5.88-123.08-6.45-9.51-148.97-4.880.2-148.8-3.01-555.00-350.00
21Q2 (7)850.014.86-0.20-1100.0-123.81-0.04-300.0-105.26-0.18-1000.0-117.143.44-16.5-46.7511.78-3.6-47.95-1.98-435.14-114.23-4.89-1538.24-150.52-0.07-250.0-107.78-0.17-1800.0-126.98-5.89-4026.67-145.2-4.89-1538.24-150.52-12.16-466.67-201.19
21Q1 (6)8513.3313.330.02166.67-90.91-0.01-102.38-112.50.02-99.03-90.914.12-7.8325.6112.22-36.25-31.77-0.37-104.54-108.260.34173.91-93.08-0.02-105.56-113.330.01150.0-93.750.15120.0-97.930.34173.91-93.08-25.3031.90-83.69
20Q4 (5)750.00.0-0.03-102.86-112.00.42-65.010.532.06-1.9139.534.47-42.77-5.8919.17-19.9617.188.15-52.424.22-0.46-104.6-111.590.36-73.13-2.7-0.02-102.56-110.53-0.75-105.69-116.59-0.46-104.6-111.59--0.00
20Q3 (4)751.350.01.0525.00.01.2057.890.02.10100.00.07.8120.90.023.955.830.017.1323.150.010.003.310.01.3448.890.00.7823.810.013.171.070.010.003.310.0--0.00
20Q2 (3)74-1.330.00.84281.820.00.76850.00.01.05377.270.06.4696.950.022.6326.350.013.91210.490.09.6897.150.00.9500.00.00.63293.750.013.0380.220.09.6897.150.0--0.00
20Q1 (2)750.00.00.22-12.00.00.08-78.950.00.22-74.420.03.28-30.950.017.919.470.04.48-42.710.04.9123.680.00.15-59.460.00.16-15.790.07.2359.960.04.9123.680.0--0.00
19Q4 (1)750.00.00.250.00.00.380.00.00.860.00.04.750.00.016.360.00.07.820.00.03.970.00.00.370.00.00.190.00.04.520.00.03.970.00.0--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)
2024/110.955.69-27.112.77-16.572.89N/A-
2024/100.9-13.13-34.4211.82-15.593.1N/A-
2024/91.04-10.56-14.110.92-13.543.660.81-
2024/81.16-20.59-25.799.88-13.483.70.81-
2024/71.4635.63.368.72-11.533.650.82-
2024/61.08-2.87-42.187.26-14.023.710.8-
2024/51.11-27.45-31.316.19-6.053.660.81-
2024/41.5349.51-16.225.082.153.890.76-
2024/31.02-23.39-18.33.5512.813.550.74-
2024/21.3312.1332.662.5333.393.970.67-
2024/11.19-17.4834.211.1934.213.940.67-
2023/121.4410.4245.4416.7557.44.120.59年營收增加主要係電腦機殼產品出貨增加
2023/111.31-4.9225.9815.3158.633.890.63年營收增加主要係電腦機殼產品出貨增加
2023/101.3713.7744.8314.0162.564.140.59年營收增加主要係電腦機殼產品出貨增加
2023/91.21-22.7347.3112.6364.754.180.59年營收增加主要係電腦機殼產品出貨增加
2023/81.5610.6110.3211.4266.844.840.51月營收增加主要係電腦機殼產品出貨增加
2023/71.41-24.15156.089.8661.554.890.51月營收增加主要係電腦機殼產品出貨增加
2023/61.8615.3787.18.4552.155.30.58月營收增加主要係電腦機殼產品出貨增加
2023/51.61-11.5147.136.5844.524.690.66-
2023/41.8245.79103.014.9743.694.080.76月營收增加主要係電腦機殼產品出貨增加
2023/31.2524.3979.423.1422.863.140.95月營收增加主要係電腦機殼產品出貨增加
2023/21.0113.44-6.681.891.662.881.03-
2023/10.89-10.5813.170.8913.172.921.02-
2022/120.99-4.34-3.7610.64-30.192.980.94-
2022/111.049.3-30.459.65-32.112.811.0-
2022/100.9515.73-30.328.61-32.32.511.12-
2022/90.8210.31-39.217.67-32.542.111.35-
2022/80.7434.66-50.046.85-31.642.291.25月營收減少主要係電腦機殼產品出貨減少
2022/70.55-44.58-43.076.1-28.432.651.08-
2022/61.0-9.2719.555.55-26.562.990.98-
2022/51.122.093.344.56-32.272.691.08-
2022/40.928.85-41.93.46-38.942.671.09-
2022/30.7-35.3-66.112.56-37.832.561.44月營收減少主要係電腦機殼產品出貨減少
2022/21.0837.59140.011.86-9.552.891.27月營收增加主要係電腦機殼產品出貨增加
2022/10.78-23.96-51.30.78-51.33.311.11月營業收入減少主要係電腦機殼產品出貨減少
2021/121.03-30.87-7.9515.25-30.583.880.81-
2021/111.499.513.8114.22-31.794.20.75-
2021/101.360.96-32.0612.73-34.854.20.75-
2021/91.35-9.33-41.8311.36-35.173.810.93-
2021/81.4953.45-46.0410.02-34.163.291.07-
2021/70.9716.38-64.078.53-31.532.861.23月營收減少主要係電腦機殼產品出貨減少
2021/60.83-21.57-66.427.56-22.533.441.14月營收減少主要係電腦機殼產品出貨減少
2021/51.06-31.36-56.576.73-7.574.670.84月營收減少主要係電腦機殼產品出貨減少
2021/41.55-24.840.355.6617.214.060.97-
2021/32.06358.2339.584.1225.124.120.75-
2021/20.45-72.080.682.0613.363.180.97-
2021/11.6143.7217.51.6117.54.040.76-
2020/121.12-14.53-30.121.9730.154.430.64-
2020/111.31-34.63-19.8720.8536.475.630.5-
2020/102.0-13.5431.2819.5443.227.080.4-
2020/92.32-15.926.117.5344.727.770.38-
2020/82.762.16146.0515.2148.067.940.37本月營收較去年同期增加主要係電腦機殼產品出貨增加
2020/72.78.7698.812.4636.067.620.38本月營收較去年同期增加主要係電腦機殼產品出貨增加
2020/62.481.43140.659.7625.156.470.4本月營收較去年同期增加主要係電腦機殼產品出貨增加
2020/52.4558.62141.647.287.555.460.47月營收增加主要係電腦機殼產品出貨增加
2020/41.544.53-4.624.83-16.023.460.74-
2020/31.47230.528.153.29-20.483.290.76-
2020/20.45-67.42-53.751.82-34.553.420.73主要係春節工作天數減少
2020/11.37-14.51-24.321.37-24.320.0N/A-
2019/121.6-2.0138.0416.888.880.0N/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)861.18-0.280-0.44016.7557.139.34153.12-3.380-2.250-0.570-0.410-0.240
2022 (9)850.0-0.900-1.42010.66-30.143.69-55.97-15.050-8.610-1.60-1.090-0.770
2021 (8)8513.33-0.700-0.47015.26-30.78.38-61.36-4.200-3.930-0.640-0.80-0.590
2020 (7)750.02.05138.372.44258.8222.0230.621.6937.8912.48155.747.0383.552.75235.372.07143.531.55142.19
2019 (6)750.00.8600.68016.869.4815.7336.314.8803.8300.8200.8500.640
2018 (5)750.0-0.330-0.47015.426.8511.5411.18-1.940-1.580-0.30-0.110-0.240
2017 (4)750.0-1.060-0.55012.14-14.3910.38-38.07-5.030-6.510-0.610-0.90-0.790
2016 (3)750.00.56250.00.30014.182.7516.7624.063.175183.332.96240.230.454400.00.6130.770.42250.0
2015 (2)75-2.60.161500.0-0.15013.81.5513.517.310.0600.871350.00.0100.26100.00.121100.0
2014 (1)770.00.010-0.18013.59-4.5612.590-0.2700.060-0.0400.1300.010

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