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)730.00.01.76-0.5613.551.538.5128.574.9555.1726.9214.04-0.4329.7622.3112.01.8310.92-2.85-2.939.170.11-12.51.53-3.1625.411.290.014.1612.12-7.2-11.349.170.11-12.53.4412.0430.06
24Q2 (19)730.00.01.7724.6510.621.4151.6136.893.19124.6535.7414.17.3133.7819.9214.35-7.0911.2439.8-0.449.1616.1-17.331.5849.0632.771.2924.0410.2613.0621.38-14.369.1616.1-17.331.897.843.65
24Q1 (18)730.00.01.42-8.9789.330.93-44.3189.81.42-73.9989.3313.14-3.5239.6417.42-12.68-15.158.04-29.4724.467.89-5.8535.331.06-31.6173.771.04-8.7789.0910.76-0.2826.447.89-5.8535.3311.18-4.16-1.98
23Q4 (17)730.00.01.560.6523.811.6740.342.455.4640.03.4113.6225.8818.1319.95-8.95-2.0111.401.33-10.738.38-20.044.881.5527.055.441.140.8823.9110.79-21.073.858.38-20.044.8814.27-1.2427.94
23Q3 (16)730.00.01.55-3.13-15.31.1915.530.03.9065.96-2.9910.822.66-23.4821.912.1932.9511.25-0.3518.9210.48-5.4211.131.222.52-8.961.13-3.42-15.0413.67-10.367.310.48-5.4211.137.3355.1062.87
23Q2 (15)730.00.01.60113.3360.01.03110.217.052.35213.337.3110.5412.01-11.221.444.4345.6511.2974.7740.0711.0890.0579.581.1995.0823.961.17112.7360.2715.2579.273.6911.0890.0579.58-3.1936.4220.13
23Q1 (14)730.00.00.75-40.48-36.970.49-69.94-52.430.75-85.8-36.979.41-18.39-8.1120.530.8311.396.46-49.41-39.685.83-27.03-31.410.61-58.5-44.550.55-40.22-36.788.51-18.09-28.495.83-27.03-31.41-18.43-35.81-16.48
22Q4 (13)730.01.391.26-31.1540.01.6336.9789.535.2831.3434.3511.53-18.4614.2720.3623.5413.4912.7734.9948.147.99-15.2724.651.479.768.970.92-30.8341.5410.39-18.4517.87.99-15.2724.650.3325.9336.10
22Q3 (12)730.01.391.8383.069.441.1935.2319.04.0283.5632.6714.1419.1259.9516.4811.96-18.789.4617.37-9.739.4352.847.41.3439.5844.091.3382.1970.5112.7445.115.59.4352.847.417.5233.5210.33
22Q2 (11)730.01.391.00-15.97-16.670.88-14.56-25.422.1984.0312.8911.8715.9243.714.72-20.13-35.88.06-24.74-41.896.17-27.41-40.440.96-12.73-16.520.73-16.09-15.128.78-26.22-36.426.17-27.41-40.448.718.122.60
22Q1 (10)731.391.391.1932.2258.671.0319.7751.471.19-69.7258.6710.241.4943.6218.432.733.3110.7124.256.998.5032.6113.481.126.4454.930.8733.8564.1511.9034.9214.758.5032.6113.487.827.772.88
21Q4 (9)720.00.00.90-16.67-12.620.86-14.0-9.473.9329.733.6710.0914.1430.5317.94-11.58-2.398.62-17.75-33.026.41-26.99-32.880.87-6.45-13.00.65-16.67-12.168.82-20.04-34.626.41-26.99-32.8810.58-13.34-14.62
21Q3 (8)720.00.01.08-10.035.01.00-15.2526.583.0356.1958.648.847.0222.2720.29-11.519.9110.48-24.44-3.598.78-15.2510.860.93-19.1317.720.78-9.336.8411.03-20.132.88.78-15.2510.8611.4325.0029.14
21Q2 (7)720.00.01.2060.071.431.1873.5373.531.94158.6774.778.2615.8513.4622.9328.5316.113.8738.5645.2410.3638.3250.581.1561.9766.670.8662.2672.013.8133.1744.1510.3638.3250.584.0416.4122.55
21Q1 (6)720.0-1.370.75-27.1878.570.68-28.4288.890.75-74.4978.577.13-7.7614.2617.84-2.944.7610.01-22.2277.87.49-21.5753.80.71-29.0102.860.53-28.3876.6710.37-23.1364.867.49-21.5753.8-0.420.79-4.09
20Q4 (5)720.0-1.371.0328.7519.770.9520.25-7.772.9453.9312.647.736.9214.0118.38-0.43-11.5512.8718.4-15.059.5520.582.81.026.58-2.910.7429.8217.4613.4925.720.459.5520.582.8--0.00
20Q3 (4)720.00.00.8014.290.00.7916.180.01.9172.070.07.23-0.690.018.46-6.530.010.8713.820.07.9215.120.00.7914.490.00.5714.00.010.7312.00.07.9215.120.0--0.00
20Q2 (3)72-1.370.00.7066.670.00.6888.890.01.11164.290.07.2816.670.019.7515.970.09.5569.630.06.8841.270.00.6997.140.00.566.670.09.5852.310.06.8841.270.0--0.00
20Q1 (2)730.00.00.42-51.160.00.36-65.050.00.42-83.910.06.24-7.960.017.03-18.050.05.63-62.840.04.87-47.580.00.35-66.020.00.3-52.380.06.29-53.160.04.87-47.580.0--0.00
19Q4 (1)730.00.00.860.00.01.030.00.02.610.00.06.780.00.020.780.00.015.150.00.09.290.00.01.030.00.00.630.00.013.430.00.09.290.00.0--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)
2024/114.55-3.04-0.0850.5126.7313.91N/A-
2024/104.690.33.445.9730.1913.91N/A-
2024/94.682.9229.4541.2834.1414.040.6-
2024/84.54-5.7627.6836.634.7714.150.59-
2024/74.820.6631.8632.0635.8314.340.58-
2024/64.791.2131.1227.2436.5614.10.68-
2024/54.733.3537.8822.4537.7813.810.7-
2024/44.581.6132.5817.7237.7613.150.73-
2024/34.5110.7840.0713.1439.6513.140.79-
2024/24.07-11.0413.058.6439.4413.170.79-
2024/14.570.9275.984.5775.9813.650.76因訂單增加營收相對增加
2023/124.53-0.4524.3244.39-7.0913.620.79-
2023/114.550.3420.2139.86-9.6912.70.85-
2023/104.5425.5810.635.31-12.4911.70.92-
2023/93.611.51-23.8330.77-15.110.821.1-
2023/83.56-2.68-25.4927.16-13.7910.861.09-
2023/73.660.09-20.9123.6-11.710.741.11-
2023/63.656.42-16.519.95-9.7810.541.07-
2023/53.43-0.61-8.1816.29-8.1210.11.11-
2023/43.457.34-8.1512.86-8.110.271.09-
2023/33.22-10.58-11.029.41-8.099.411.32-
2023/23.638.468.426.19-6.489.841.27-
2023/12.6-28.69-21.452.6-21.4510.031.24-
2022/123.64-3.75-6.2847.7839.2211.530.88-
2022/113.79-7.6821.2144.1345.0312.630.8-
2022/104.1-13.5132.9840.3547.7613.620.74-
2022/94.74-0.6957.3536.2549.6414.140.64本期訂單增加所致
2022/84.773.354.8831.5148.5513.770.66本期訂單增加所致
2022/74.625.6768.6126.7347.4712.730.71本期訂單增加所致
2022/64.3717.0363.1622.1143.711.870.57因訂單增加營收相對增加
2022/53.74-0.5841.2517.7439.611.110.61-
2022/43.763.9828.1414.039.1610.690.64-
2022/33.618.9634.110.2443.710.240.63-
2022/23.320.367.196.6249.5410.510.61本月營收較去年同期增加50%以上:係因本月正在投入進行的專案較去年同期增加所致
2022/13.31-14.9335.223.3135.2210.320.62-
2021/123.8924.4949.9234.3220.4910.090.5-
2021/113.121.2815.2730.4317.559.220.54-
2021/103.082.3226.9827.3117.819.180.55-
2021/93.01-2.2517.424.2216.748.840.67-
2021/83.0812.4627.1521.2116.658.50.7-
2021/72.742.2522.5818.1315.038.070.74-
2021/62.681.316.9115.3913.788.260.42-
2021/52.65-9.85.0312.715.348.270.42-
2021/42.938.8230.3110.0618.47.610.45-
2021/32.735.8517.667.1314.117.130.47-
2021/21.98-18.86-0.974.4312.057.020.48-
2021/12.45-5.6925.442.4525.447.750.43-
2020/122.59-4.2713.8728.483.417.730.43-
2020/112.7111.5619.7125.892.477.70.43-
2020/102.43-5.388.3123.180.777.420.44-
2020/92.575.857.9220.75-0.037.230.56-
2020/82.428.439.0318.18-1.067.170.57-
2020/72.24-10.81-4.1915.76-2.457.260.56-
2020/62.51-0.463.0813.52-2.167.280.53-
2020/52.5211.897.0311.01-3.287.060.55-
2020/42.25-1.73-4.948.5-5.976.550.59-
2020/32.2914.320.116.24-6.346.240.64-
2020/22.02.77-2.163.95-9.716.230.64-
2020/11.95-14.38-16.351.95-16.350.0N/A-
2019/122.280.63-10.0127.54-25.970.0N/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)730.05.403.854.38-7.5944.39-7.120.9020.1110.291.088.9911.44.57-5.975.361.93.993.37
2022 (9)731.395.2034.024.7427.0847.7839.2217.40-11.7610.18-4.418.07-1.474.8632.795.2640.643.8637.37
2021 (8)720.03.8833.793.7333.6934.3220.5119.726.8310.657.258.1910.233.6629.333.7428.522.8132.55
2020 (7)72-1.372.9012.42.7915.2928.483.4118.46-7.849.939.127.437.372.8313.22.919.812.1210.99
2019 (6)730.02.58-26.292.42-18.2427.54-25.9720.0313.619.1012.216.92-1.02.5-17.222.65-23.411.91-26.54
2018 (5)730.03.5028.212.96-3.5837.29.2817.6314.338.115.66.9917.483.0215.713.4644.172.628.08
2017 (4)730.02.738.333.0721.8334.043.7215.420.267.6814.465.954.572.6118.642.47.622.038.56
2016 (3)730.02.52154.552.52173.9132.8231.2315.3814.186.7196.775.6994.22.2158.822.23145.051.87156.16
2015 (2)731.390.9957.140.9273.5825.0130.8113.471.23.4118.822.9322.080.8554.550.9146.770.7358.7
2014 (1)722.860.633050.00.53562.519.1267.8713.3102.8702.4000.55266.670.62520.00.464500.0

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