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)75-1.32-1.32-0.22-1000.055.1-0.07-275.0-40.0-0.41-115.7966.3917.413.5753.933.42-15.14-18.76-0.53-1866.6743.62-1.21-255.8863.77-0.09-1000.018.18-0.17-1600.055.26-1.20-566.6769.54-1.21-255.8863.7727.37-455.88-74.16
24Q2 (19)760.00.0-0.0288.2493.10.04126.67-66.67-0.19-11.7673.9716.8151.17-36.424.03-1.7170.040.03102.94-86.36-0.3471.6759.520.01109.09-83.33-0.0192.3195.45-0.1884.8781.44-0.3471.6759.5220.2160.1250.84
24Q1 (18)760.00.0-0.1732.061.36-0.15-25.0-600.0-0.1788.4461.3611.12-10.75-50.564.1010.8196.17-1.02-17.24-308.0-1.2022.5818.92-0.110.0-83.33-0.1331.5860.61-1.1929.1733.15-1.2022.5818.92-0.2940.49-82.50
23Q4 (17)760.00.0-0.2548.9850.98-0.12-140.0-157.14-1.47-20.49-559.3812.4610.17-45.683.70-12.1160.87-0.877.45-448.0-1.5553.598.82-0.110.0-283.33-0.1950.051.28-1.6857.3621.5-1.5553.598.82-23.52-10.00-140.83
23Q3 (16)760.00.0-0.49-68.97-357.89-0.05-141.67-114.29-1.22-67.12-246.9911.31-57.22-57.664.2177.6435.37-0.94-527.27-185.45-3.34-297.62-718.52-0.11-283.33-137.93-0.38-72.73-371.43-3.94-306.19-706.15-3.34-297.62-718.52-19.83-17.4479.17
23Q2 (15)760.00.0-0.2934.09-270.590.12300.0-67.57-0.73-65.91-214.0626.4417.5634.082.3713.4-45.890.22188.0-87.28-0.8443.24-227.270.06200.0-82.35-0.2233.33-269.23-0.9745.51-202.11-0.8443.24-227.277.8023.91107.15
23Q1 (14)760.010.14-0.4413.73-184.620.03-85.71-93.88-0.44-237.5-184.6222.49-1.96-29.32.09-9.13-37.8-0.25-200.0-116.67-1.4812.94-232.14-0.06-200.0-112.5-0.3315.38-191.67-1.7816.82-221.09-1.4812.94-232.14-8.04-177.34-62.85
22Q4 (13)760.010.14-0.51-368.42-168.920.21-40.0-72.370.32-61.45-77.9322.94-14.11-4.622.30-26.05-49.340.25-77.27-88.04-1.70-414.81-180.950.06-79.31-88.0-0.39-378.57-176.47-2.14-429.23-217.58-1.70-414.81-180.9510.67-178.33-22.70
22Q3 (12)760.010.140.1911.76-24.00.35-5.4145.830.8329.6915.2826.7135.4529.663.11-29.0-18.81.10-36.42-12.00.54-18.18-35.710.29-14.7111.540.147.69-17.650.65-31.58-45.830.54-18.18-35.71-1.28-27.78-14.95
22Q2 (11)7610.1410.140.17-67.3121.430.37-24.4927.590.6423.0839.1319.72-38.01-9.914.3830.3623.381.7315.3339.520.66-41.0757.140.34-29.1725.930.13-63.8944.440.95-35.3746.150.66-41.0757.14-2.87-48.52-30.01
22Q1 (10)690.00.00.52-29.7357.580.49-35.5348.480.52-64.1457.5831.8132.2716.353.36-25.990.31.50-28.2325.01.12-46.6734.940.48-4.045.450.36-29.4156.521.47-19.2327.831.12-46.6734.9424.5183.1490.57
21Q4 (9)690.00.00.74196.0535.290.76216.6701.45101.3943.5624.0516.7576.714.5418.54-0.222.0967.21206.252.10150.0347.060.592.312400.00.51200.0525.01.8251.67345.952.10150.0347.065.43137.2899.71
21Q3 (8)690.00.00.2578.57-32.430.24-17.24-50.00.7256.52-38.9820.6-5.89-46.783.837.8940.291.250.814.170.84100.029.230.26-3.7-44.680.1788.89-32.01.2084.6231.870.84100.029.23-12.9110.49-14.68
21Q2 (7)690.00.00.14-57.58-67.440.29-12.12-47.270.4639.39-43.2121.89-19.93-58.633.555.9775.741.243.3329.170.42-49.4-25.00.27-18.18-47.060.09-60.87-70.00.65-43.48-14.470.42-49.4-25.040.47118.27-6.06
21Q1 (6)690.00.00.33294.12-13.160.330-45.00.33-67.33-13.1627.34100.88-26.923.35-26.3710.561.20650.0-17.240.83197.6518.570.331550.0-38.890.23291.67-11.541.15255.4122.340.83197.6518.5718.0274.09-50.00
20Q4 (5)690.00.0-0.17-145.95-70.00.00-100.0-100.01.01-14.4157.8113.61-64.84-58.634.5566.6769.140.16-86.67-84.31-0.85-230.77-286.360.02-95.74-94.12-0.12-148.0-71.43-0.74-181.32-362.5-0.85-230.77-286.36--0.00
20Q3 (4)690.00.00.37-13.950.00.48-12.730.01.1845.680.038.71-26.840.02.7335.150.01.2025.00.00.6516.070.00.47-7.840.00.25-16.670.00.9119.740.00.6516.070.0--0.00
20Q2 (3)690.00.00.4313.160.00.55-8.330.00.81113.160.052.9141.430.02.02-33.330.00.96-33.790.00.56-20.00.00.51-5.560.00.315.380.00.76-19.150.00.56-20.00.0--0.00
20Q1 (2)690.00.00.38480.00.00.6039.530.00.38-40.620.037.4113.710.03.0312.640.01.4542.160.00.70418.180.00.5458.820.00.26471.430.00.94687.50.00.70418.180.0--0.00
19Q4 (1)690.00.0-0.100.00.00.430.00.00.640.00.032.90.00.02.690.00.01.020.00.0-0.220.00.00.340.00.0-0.070.00.0-0.160.00.0-0.220.00.0--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)
2024/115.53-19.3225.2657.72-16.018.62N/A-
2024/106.859.7369.7852.2-18.8319.35N/A本月較去年同月增加50%以上,係客戶需求增加
2024/96.24-0.1560.5245.34-24.7617.410.19本月較去年同月增加50%以上,係客戶需求增加
2024/86.2527.2175.8739.1-30.6416.290.2本月較去年同月增加50%以上,係客戶需求增加
2024/74.92-3.9726.7632.85-37.8115.810.21-
2024/65.12-11.33-31.327.93-42.9316.810.16-
2024/55.77-2.38-39.1822.81-45.0215.530.17-
2024/45.9153.77-37.817.04-46.7512.510.21-
2024/33.8539.69-58.2511.12-50.5411.120.28本月較去年同月減少50%以上,係客戶需求減少
2024/22.75-39.15-57.137.28-45.1811.310.27本月較去年同月減少50%以上,係客戶需求減少
2024/14.5312.34-33.984.53-33.9812.970.24-
2023/124.03-8.71-53.9172.75-27.9812.480.32本月較去年同月減少50%以上,係客戶需求減少
2023/114.419.35-37.0768.72-25.5212.340.33-
2023/104.043.75-43.2764.31-24.5711.480.35-
2023/93.899.38-60.3960.27-22.8711.320.46本月較去年同月減少50%以上,係客戶需求減少
2023/83.56-8.3-64.6256.38-17.4714.880.35本月較去年同月減少50%以上,係客戶需求減少
2023/73.88-47.95-42.7752.83-9.3420.820.25-
2023/67.45-21.5147.4348.95-4.9426.460.26-
2023/59.49-0.1746.841.5-10.6428.220.24-
2023/49.513.2116.6632.0-19.9425.150.27-
2023/39.2143.44-21.022.49-29.3122.490.5-
2023/26.42-6.29-33.5913.28-34.1222.020.51-
2023/16.86-21.57-34.626.86-34.6222.610.49-
2022/128.7424.640.29101.017.5822.870.42-
2022/117.01-1.42-10.6892.278.3323.950.41-
2022/107.11-27.55-5.0985.2610.2626.980.36-
2022/99.82-2.2949.5578.1411.926.650.3-
2022/810.0548.3139.8468.328.021.880.37-
2022/76.7834.08-1.1658.273.9218.30.44-
2022/65.05-21.85-10.351.54.6219.670.29-
2022/56.47-20.66-9.5446.446.5526.280.22-
2022/48.15-30.11-10.3639.989.7129.490.2-
2022/311.6620.5866.6931.8216.3931.820.24客戶需求增加
2022/29.67-7.74-3.0620.16-0.928.870.26-
2022/110.4920.31.1810.491.1827.050.28-
2021/128.7211.061.2193.89-34.1524.060.25本月營收較去年本月增加50%以上,主要是客戶需求增加
2021/117.854.73106.4485.17-37.921.910.28本月營收較去年本月增加50%以上,主要是客戶需求增加
2021/107.514.1771.9177.32-42.0221.250.29本月營收較去年本月增加50%以上,主要是客戶需求增加
2021/96.57-8.63-60.9969.83-45.8720.610.16本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/87.194.81-49.4963.26-43.619.680.17-
2021/76.8621.69-10.256.07-42.7519.640.17-
2021/65.63-21.19-63.8949.22-45.521.880.12本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/57.15-21.38-54.3743.58-41.6623.240.11本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/49.0929.96-57.9936.43-38.2826.070.1本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/37.0-29.87-55.8827.34-26.8827.340.1本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/29.98-3.7-16.6720.34-5.5125.750.11-
2021/110.3691.698.4610.368.4619.570.14-
2020/125.4142.15-49.77142.58-25.8913.570.12-
2020/113.8-12.78-62.76137.18-24.4725.00.07本月較去年同月減少50%以上,係客戶需求減少
2020/104.36-74.09-63.37133.37-22.1935.420.05本月較去年同月減少50%以上,係客戶需求減少
2020/916.8318.27-18.9129.01-19.1238.70.07-
2020/814.2386.37-29.57112.18-19.1537.470.07-
2020/77.64-51.06-61.7897.95-17.3738.910.07因客戶需求減少,本月營收較去年同期減少達50%以上.
2020/615.6-0.43-21.0590.32-8.3752.920.11-
2020/515.67-27.6-10.4174.71-5.1953.180.11-
2020/421.6536.4634.6759.04-3.749.490.12-
2020/315.8632.451.7837.39-17.3437.390.3-
2020/211.9825.34-20.4121.53-27.432.290.35-
2020/19.55-11.24-34.69.55-34.60.0N/A-
2019/1210.765.4-23.83192.441.420.0N/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)760.0-1.470-0.04072.7-28.152.80-13.85-0.300-1.550-0.210-1.310-1.130
2022 (9)7610.140.31-78.471.43-12.27101.187.763.25-14.71.16-20.00.24-77.361.17-13.970.34-70.180.24-76.0
2021 (8)690.01.4444.01.630.093.89-34.183.8140.071.4534.261.06116.331.36-11.691.1412.871.044.93
2020 (7)690.01.0056.251.63-40.07142.64-25.862.7215.741.080.00.49113.041.54-25.961.01110.420.6956.82
2019 (6)690.00.6410.342.7257.23192.441.432.35-15.161.081.890.23-20.692.0844.440.48-11.110.4410.0
2018 (5)690.00.5801.73226.42136.0450.892.772.211.06211.760.2901.44380.00.5400.40
2017 (4)69-1.43-0.3800.53-70.7290.16-30.122.71-15.840.34-72.13-0.3000.3-80.89-0.360-0.260
2016 (3)70-5.411.3145.561.8142.52129.0216.73.22-8.781.2231.180.6715.521.5752.431.1553.330.9338.81
2015 (2)7421.310.90-52.381.27-47.74110.56-14.993.53-6.610.93-41.510.58-35.561.03-50.240.75-47.180.67-42.74
2014 (1)6115.091.8902.430130.0553.253.7801.5900.9002.0701.4201.170

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