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)1890.530.531.77-18.8110.621.6734.6875.795.6345.8569.5836.685.428.6120.6510.788.6311.8216.6817.389.12-22.65-13.474.3422.9551.223.34-18.5411.3312.30-18.92-13.939.12-22.65-13.4712.935.4834.00
24Q2 (19)1880.00.02.1829.76107.621.2433.33463.643.86129.76124.4234.820.4648.4618.644.6610.2310.1312.5643.2811.798.1740.023.5335.77112.654.130.16108.1215.179.5310.7311.798.1740.028.5150.605.41
24Q1 (18)1880.00.01.6871.43150.750.93-22.566.071.68-60.93150.7528.89-3.4453.6717.81-6.3112.519.00-15.5723.4610.9077.2463.172.6-18.589.783.1571.2150.013.8549.4165.6710.9077.2463.170.7416.341.91
23Q4 (17)1880.0-1.570.98-38.7516.671.2026.32-6.254.3029.52-50.5229.924.9121.6819.010.0-15.110.665.86-16.656.15-41.65-5.963.1911.151.271.84-38.6714.299.27-35.13-2.426.15-41.65-5.9613.296.82179.07
23Q3 (16)1880.0-1.571.6052.38-59.080.95331.82-40.633.3293.02-57.4428.5221.67-14.9919.0112.42-20.9210.0742.43-39.7710.5425.18-52.692.8772.89-48.843.052.28-59.8414.294.31-52.2910.5425.18-52.6923.1854.55135.56
23Q2 (15)1880.0-2.081.0556.72-52.270.22-60.71-76.341.72156.72-55.923.4424.68-22.3116.916.82-17.317.07-3.02-41.338.4226.05-39.91.6621.17-54.41.9756.35-53.4313.7063.88-32.318.4226.05-39.90.5618.24-58.48
23Q1 (14)188-1.57-2.080.67-20.24-60.820.56-56.25-53.720.67-92.29-60.8218.8-23.55-37.1915.83-29.3-10.217.29-43.0-31.876.682.14-39.051.37-56.51-57.191.26-21.74-61.598.36-12.0-40.296.682.14-39.05-25.13-49.38-38.12
22Q4 (13)1910.0-0.520.84-78.52-47.51.28-20.0-20.08.6911.4142.9324.59-26.71-26.8422.39-6.8623.0212.79-23.53.486.54-70.65-28.373.15-43.85-24.11.61-78.45-47.569.50-68.28-23.946.54-70.65-28.37-7.76-0.3926.02
22Q3 (12)191-0.52-0.523.9177.73228.571.6072.0488.247.80100.073.7233.5511.222.0424.0417.5628.0816.7238.7655.8222.2859.03168.115.6154.1290.177.4776.6227.6329.9547.97127.4122.2859.03168.116.0053.1924.45
22Q2 (11)1920.00.02.2028.6524.290.93-23.14-54.633.90128.0718.1830.170.84.4720.4516.0-5.0212.0512.62-14.314.0127.8319.233.6413.75-10.344.2328.9624.7820.2444.5763.6214.0127.8319.23-5.0717.76-23.76
22Q1 (10)1920.00.01.716.8711.041.21-24.38-12.321.71-71.8811.0429.93-10.95-4.7717.63-3.13-19.6110.70-13.43-26.9110.9620.0416.843.2-22.89-30.433.286.8411.1914.0012.09-10.9410.9620.0416.845.6620.6631.93
21Q4 (9)1920.03.781.6034.45-43.061.6088.24-56.526.0835.41-32.8233.6122.26-21.8718.20-3.04-30.6412.3615.19-40.589.139.87-24.424.1540.68-53.633.0734.65-40.9612.49-5.16-25.399.139.87-24.428.730.8414.85
21Q3 (8)1920.03.781.19-32.77-58.820.85-58.54-75.784.4936.06-28.9627.49-4.81-39.1918.77-12.82-29.3610.73-23.68-47.58.31-29.28-29.812.95-27.34-68.072.28-32.74-57.3813.176.47-25.178.31-29.28-29.81-6.46-8.92-5.00
21Q2 (7)1920.05.491.7714.94-11.062.0548.55-2.843.30114.29-3.2328.88-8.11-23.3121.53-1.82-6.1914.06-3.96-15.7611.7525.2722.524.06-11.74-35.453.3914.92-6.0912.37-21.31-21.2611.7525.2722.52-17.52-15.13-6.98
21Q1 (6)1923.786.671.54-45.28.451.38-62.555.061.54-82.988.4531.43-26.9418.8721.93-16.4325.8214.64-29.6254.929.38-22.35-3.44.6-48.684.02.95-43.2714.7915.72-6.0923.09.38-22.35-3.4-15.89-23.99-28.83
20Q4 (5)1850.03.352.81-2.7722.713.684.8441.09.0543.224.8343.02-4.849.3326.24-1.2410.5320.801.7617.3812.082.0316.158.95-3.1428.415.2-2.827.1416.74-4.897.3812.082.0316.15--0.00
20Q3 (4)1851.650.02.8945.230.03.5166.350.06.3285.340.045.2120.050.026.5715.770.020.4422.470.011.8423.460.09.2446.90.05.3548.20.017.6012.030.011.8423.460.0--0.00
20Q2 (3)1821.110.01.9940.140.02.11137.080.03.41140.140.037.6642.440.022.9531.670.016.6976.610.09.59-1.240.06.29151.60.03.6140.470.015.7122.930.09.59-1.240.0--0.00
20Q1 (2)1800.560.01.42-37.990.00.89-65.90.01.42-80.410.026.44-32.810.017.43-26.580.09.45-46.670.09.71-6.630.02.5-64.130.02.57-37.160.012.78-18.020.09.71-6.630.0--0.00
19Q4 (1)1790.00.02.290.00.02.610.00.07.250.00.039.350.00.023.740.00.017.720.00.010.400.00.06.970.00.04.090.00.015.590.00.010.400.00.0--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)
2024/1110.73-7.852.3122.7435.3634.51N/A-
2024/1011.64-4.1423.36112.0139.6836.31N/A-
2024/912.15-3.0229.18100.3741.8636.680.62-
2024/812.524.2825.1888.2343.835.960.64-
2024/712.015.0831.8375.747.4335.280.65-
2024/611.43-3.4643.8663.6950.7934.80.61係因本年客戶拉貨較去年同期增加。
2024/511.842.6735.2852.2652.434.370.62係因本年客戶拉貨較去年同期增加。
2024/411.534.7870.9940.4258.2630.410.7係因本月客戶拉貨較去年同期增加。
2024/311.039.6653.4528.8953.6928.890.65係因本月客戶拉貨較去年同期增加。
2024/27.88-21.2950.7517.8953.8427.890.67係因本月客戶拉貨較去年同期增加。
2024/110.010.0956.3710.0156.3730.50.62係因本月客戶拉貨較去年同期增加及去年同期適逢農曆春節工作天數減少所致。
2023/1210.0-4.6130.93100.68-14.8529.920.54-
2023/1110.4811.126.6990.68-18.0229.320.55-
2023/109.440.378.7480.19-21.6328.840.56-
2023/99.4-6.02-4.7770.75-24.4528.520.53-
2023/810.09.82-15.4661.35-26.7727.060.56-
2023/79.1114.66-23.0951.35-28.6325.810.59-
2023/67.94-9.21-27.4642.24-29.7223.440.64-
2023/58.7529.77-15.1934.29-30.2222.670.67-
2023/46.74-5.96-24.1825.54-34.2119.140.79-
2023/37.1737.2-33.3318.8-37.1918.80.84-
2023/25.23-18.35-21.9211.63-39.3619.270.82-
2023/16.4-16.19-48.726.4-48.7222.320.71-
2022/127.64-7.69-33.68118.25-2.624.590.68-
2022/118.28-4.64-29.81110.610.6526.830.62-
2022/108.68-12.09-15.74102.334.3130.390.55-
2022/99.87-16.585.1693.656.6633.550.53-
2022/811.84-0.0824.0183.786.8434.630.51-
2022/711.858.1538.4571.954.4633.120.53-
2022/610.956.1328.3460.1-0.3530.170.66-
2022/510.3216.0112.2549.15-5.0829.970.66-
2022/48.89-17.31-20.2838.83-8.8226.350.76-
2022/310.7660.79.4129.93-4.7529.930.56-
2022/26.69-46.38-19.3119.18-11.230.70.55-
2022/112.488.38-6.1412.48-6.1435.790.47-
2021/1211.52-2.3-24.5121.41-20.2933.610.52-
2021/1111.7914.46-19.73109.89-19.8231.480.56-
2021/1010.39.71-21.2198.1-19.8329.230.6-
2021/99.39-1.62-47.787.8-19.6727.490.57-
2021/89.5411.54-32.6478.41-14.1626.630.59-
2021/78.560.25-34.6168.87-10.7726.280.6-
2021/68.53-7.16-32.6760.31-5.928.880.59-
2021/59.19-17.62-27.6551.780.6930.180.56-
2021/411.1613.5-9.1342.599.9929.290.58-
2021/39.8318.56.2731.4318.8731.430.59-
2021/28.3-37.6323.2421.625.6536.860.5-
2021/113.3-12.8127.2113.327.2143.250.43-
2020/1215.263.869.92152.3328.8843.020.41-
2020/1114.6912.358.76137.0731.4145.720.39-
2020/1013.07-27.179.23122.3834.7845.20.39-
2020/917.9526.6969.3109.3138.6545.210.38新產品營收成長。
2020/814.178.2846.2991.3533.8939.930.43-
2020/713.083.2235.7677.1931.8438.470.45-
2020/612.68-0.2335.9564.131.0737.660.45-
2020/512.713.4634.0251.4229.9234.240.5-
2020/412.2832.7437.338.7228.6328.260.6-
2020/39.2537.4219.4426.4424.9626.440.75-
2020/26.73-35.6238.4317.1928.1531.070.63-
2020/110.46-24.6622.310.4622.30.0N/A-
2019/1213.882.7753.64118.1922.530.0N/A新產品營收成長。
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)188-1.574.29-50.172.93-41.75100.68-14.8617.93-15.269.03-31.548.02-42.849.09-41.6911.63-48.728.07-51.36
2022 (9)191-0.528.6142.555.03-14.6118.25-2.621.165.3313.191.5414.0345.6915.59-1.1422.6838.8916.5941.79
2021 (8)1923.786.04-32.745.89-42.2121.41-20.320.09-16.2612.99-26.659.63-12.315.77-41.5316.33-33.2111.7-30.07
2020 (7)1853.358.9824.7210.1958.48152.3328.8923.991.6517.718.5810.980.026.9739.8924.4521.5816.7328.89
2019 (6)1790.07.208.936.4324.61118.1922.5423.60-2.1216.314.3510.98-11.0919.2827.9420.1116.7812.988.98
2018 (5)1790.06.6162.015.16-1.7196.4511.4324.11-6.015.633.312.3545.9815.0715.0417.2263.8411.9162.48
2017 (4)1790.04.08-33.05.25-8.5486.566.825.65-6.1815.13-16.828.46-37.4313.1-11.1310.51-29.277.33-33.12
2016 (3)1790.06.09-32.035.74-29.481.05-4.1327.34-22.2418.19-24.3313.52-29.1414.74-27.514.86-29.5410.96-32.05
2015 (2)1790.568.9642.688.1377.984.546.9335.1629.2224.0460.1619.0833.1520.3371.2721.0944.4516.1341.99
2014 (1)1781.716.2829.224.5714.5479.061.7827.21015.01014.33011.8710.3214.622.0711.3629.98

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