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)1130.00.012.2237.77-12.2113.05108.139.4830.7366.0280.5574.9350.25-15.3637.622.377.3326.6922.947.0618.39-9.13.4320.084.67-9.3813.7837.8-12.1725.39-7.77-7.4418.39-9.13.4322.7514.8552.97
24Q2 (19)1130.00.08.87-8.08795.966.27-2.18645.2218.5191.81497.149.87-4.7687.0636.750.1122.0121.71-0.96509.6220.23-2.93359.7710.83-5.66868.0910.0-8.09792.8627.53-4.64626.3920.23-2.93359.77-14.04-6.92-23.93
24Q1 (18)1130.00.09.65-5.76357.356.41-45.68364.499.65-64.59357.3552.36-23.3257.3336.71-10.017.5121.92-18.15207.8720.8423.31189.8511.48-37.2384.3910.88-5.72359.0728.8719.5201.9920.8423.31189.85-23.09-16.10-23.34
23Q4 (17)1130.00.010.24-26.4436.5311.80-1.0126.3427.2560.11-6.2368.28-22.8718.8340.7916.38-6.6426.787.4214.0116.90-4.9517.2818.28-17.1735.4111.54-26.4536.5724.16-11.9221.7716.90-4.9517.28104.60639.81567.75
23Q3 (16)1130.00.013.921306.06-9.2611.921136.521.117.02449.03-21.0988.53232.0723.3535.0516.37-16.6524.93570.38-10.2317.78304.09-26.122.071665.2510.7415.691300.89-9.2527.43623.75-17.6317.78304.09-26.1106.09626.49476.59
23Q2 (15)1130.00.00.99-53.08-70.18-1.15-183.33-160.213.1046.92-50.1626.66-19.89-8.4230.12-3.59-19.72-5.30-174.44-164.094.40-38.8-66.08-1.41-159.49-158.511.12-52.74-70.053.79-60.36-72.344.40-38.8-66.08-30.98-62.48-134.28
23Q1 (14)1130.00.892.11-71.87-27.241.38-85.22-25.812.11-92.74-27.2433.28-42.08-1.5731.24-28.50.687.12-69.69-30.267.19-50.1-25.952.37-82.44-31.32.37-71.95-27.39.56-51.81-29.867.19-50.1-25.95-31.01-61.49-53.00
22Q4 (13)1130.00.897.50-51.11-9.099.34-20.7818.8329.0634.7241.6257.46-19.940.5443.693.920.1923.49-15.4110.7514.41-40.11-9.213.5-32.2611.398.45-51.13-8.5519.84-40.42-9.214.41-40.11-9.263.31155.47248.25
22Q3 (12)1130.00.8915.34362.0576.1211.79517.2850.021.57246.7875.7971.77146.5521.2542.0512.0715.427.77235.7921.9624.0685.5146.0819.93726.9747.8517.29362.377.3333.30143.0737.3824.0685.5146.0866.33188.27259.99
22Q2 (11)1130.890.893.3214.48213.211.912.69144.876.22114.4874.7229.11-13.914.6537.5220.9224.038.27-19.086.2612.9733.57173.632.41-30.14113.273.7414.72216.9513.700.51142.9112.9733.57173.63-27.37-25.18-36.83
22Q1 (10)1120.00.02.90-64.8516.01.86-76.34-20.852.90-85.8716.033.81-40.8431.8631.03-14.64-13.0610.21-51.86-23.699.71-38.82-11.03.45-71.530.583.26-64.7216.4313.63-37.62-2.089.71-38.82-11.0-22.15-35.06-38.17
21Q4 (9)1120.00.98.25-5.28-7.927.860.0-26.0620.5267.24-25.1657.15-3.4516.0436.35-0.25-19.1921.21-6.85-30.7115.87-3.64-20.2512.12-10.09-19.589.24-5.23-7.5121.85-9.86-17.5515.87-3.64-20.2564.84358.21453.85
21Q3 (8)1120.00.98.71721.7-7.647.86907.69-19.812.27244.66-33.5759.19133.1214.0936.4420.46-13.8522.77412.84-22.3416.47247.47-19.1113.481092.92-11.379.75726.27-7.3224.24329.79-14.1916.47247.47-19.1166.07332.05420.44
21Q2 (7)1120.00.91.06-57.6-76.130.78-66.81-83.443.5642.4-60.5825.39-0.98-17.8330.25-15.24-29.44.44-66.82-83.054.74-56.55-70.211.13-67.06-86.051.18-57.86-76.115.64-59.48-77.424.74-56.55-70.21-24.46-64.85-72.35
21Q1 (6)1120.90.92.50-72.1-45.532.35-77.89-45.62.50-90.88-45.5325.64-47.94-4.9735.69-20.65-18.1813.38-56.29-49.8910.91-45.18-42.643.43-77.24-52.362.8-71.97-45.2113.92-47.47-49.4610.91-45.18-42.64-26.50-38.54-34.71
20Q4 (5)1110.08.828.96-4.98-8.6610.638.4748.2627.4248.4610.6149.25-5.0730.2644.986.34-11.030.614.4-4.1319.90-2.26-24.3315.07-0.9224.869.99-5.040.126.50-6.19-28.219.90-2.26-24.33--0.00
20Q3 (4)1110.00.09.43112.390.09.80108.070.018.47104.540.051.8867.90.042.30-1.280.029.3211.910.020.3627.970.015.2187.780.010.52112.960.028.2513.090.020.3627.970.0--0.00
20Q2 (3)1110.00.04.44-3.270.04.719.030.09.0396.730.030.914.530.042.85-1.770.026.20-1.870.015.91-16.350.08.112.50.04.94-3.330.024.98-9.30.015.91-16.350.0--0.00
20Q1 (2)1118.820.04.59-53.210.04.32-39.750.04.59-81.480.026.98-28.640.043.62-13.690.026.70-16.380.019.02-27.680.07.2-40.350.05.11-48.80.027.54-25.390.019.02-27.680.0--0.00
19Q4 (1)1020.00.09.810.00.07.170.00.024.790.00.037.810.00.050.540.00.031.930.00.026.300.00.012.070.00.09.980.00.036.910.00.026.300.00.0--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)
2024/1120.322.92-18.34217.349.4665.93N/A-
2024/1019.74-23.66-21.84197.0113.4472.02N/A-
2024/925.86-2.06-25.3177.2719.4575.030.36-
2024/826.4116.05-18.36151.4133.0764.720.42-
2024/722.7646.265.92125.053.5153.860.5因客戶需求較去年同期增加,致使本年度累積營收優於去年同期。
2024/615.560.0534.5102.2470.5649.870.58因客戶需求較去年同期增加,致使本年度累積營收優於去年同期。
2024/515.55-17.11110.9886.6879.1953.910.54因客戶需求較去年同期增加,致使本月營收優於去年同期。
2024/418.76-4.3142.6371.1373.4851.650.56因客戶需求較去年同期增加,致使本月營收優於去年同期。
2024/319.647.5686.3252.3757.4152.370.42因客戶需求較去年同期增加,致使本月營收優於去年同期。
2024/213.29-31.8143.2532.7744.0350.970.43-
2024/119.487.0744.5719.4844.5762.570.35-
2023/1218.2-26.8824.87216.7512.7768.340.26-
2023/1124.89-1.4825.75198.5511.7884.770.21-
2023/1025.26-27.049.16173.6610.0292.240.19-
2023/934.637.0226.71148.410.1788.460.23-
2023/832.3550.627.61113.785.9665.40.31-
2023/721.4885.7110.3781.42-0.7240.420.51-
2023/611.5756.950.3859.94-4.1726.671.31-
2023/57.37-4.68-8.8448.37-5.225.621.36-
2023/47.73-26.51-15.141.0-4.5227.531.27-
2023/310.5213.45-14.8533.27-1.6733.270.93-
2023/29.27-31.1810.2922.755.937.320.83-
2023/113.48-7.513.0813.483.0847.840.65-
2022/1214.57-26.36-20.96192.1914.7457.50.58-
2022/1119.79-14.482.81177.6219.1670.260.48-
2022/1023.14-15.3117.7157.8321.5975.820.44-
2022/927.337.7822.9134.6922.2872.140.39-
2022/825.3530.2524.22107.3722.1256.340.5-
2022/719.4668.918.0982.0221.4939.070.72-
2022/611.5242.521.4962.5522.5828.711.15-
2022/58.08-11.2310.4151.0328.6229.551.11-
2022/49.11-26.2935.0642.9532.7429.871.1-
2022/312.3646.9651.5933.8432.1333.840.6因客戶需求較去年同期增加,致使本月營收優於去年同期。
2022/28.41-35.6836.121.4823.0439.920.51-
2022/113.07-29.0915.8913.0715.8950.760.4-
2021/1218.44-4.225.99167.495.3757.350.3-
2021/1119.25-2.096.49149.063.2861.140.28-
2021/1019.66-11.5618.86129.812.8262.30.28-
2021/922.238.9419.51110.150.459.120.41-
2021/820.4123.8214.8187.92-3.4948.240.51-
2021/716.4845.165.3767.51-7.9335.160.7-
2021/611.3555.052.3351.03-11.5325.421.23-
2021/57.328.58-28.6339.67-14.8422.221.41-
2021/46.74-17.27-28.3132.35-10.9421.071.49-
2021/38.1531.95-19.8925.61-4.8825.611.0-
2021/26.18-45.23-10.917.464.2432.090.8-
2021/111.28-22.9114.9411.2814.9443.990.58-
2020/1214.63-19.0329.67158.9532.049.250.35-
2020/1118.079.2752.28144.3132.2453.220.32因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/1016.54-11.0812.63126.2429.852.920.33-
2020/918.64.65-3.57109.732.8552.020.32-
2020/817.7713.64-3.2991.143.9644.510.37-
2020/715.6440.9721.8373.3263.336.990.45因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/611.098.1329.3357.6879.9130.760.61因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/510.269.0745.9846.5998.3929.840.63因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/49.41-7.5676.3536.33120.7726.520.7因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/310.1846.76118.3726.92142.0726.920.4因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/26.93-29.34214.716.75159.1628.030.39因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/19.81-13.03130.429.81130.420.0N/A因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2019/1211.29-4.9187.95120.4151.90.0N/A因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
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)1130.027.22-5.7523.95-3.78216.7512.835.67-10.6519.06-6.7514.23-16.1541.315.1744.972.4430.73-6.14
2022 (9)1130.8928.8841.6424.8932.11192.1514.8139.9212.920.4413.4316.9724.539.2830.2443.937.9232.7442.53
2021 (8)1120.920.39-25.0918.84-36.05167.365.2635.36-18.6418.02-37.1513.63-28.7530.16-33.8331.83-25.7222.97-24.84
2020 (7)1118.8227.2211.2829.4640.29159.031.9943.46-7.4328.672.2819.13-8.6945.5834.9742.8521.5330.5621.17
2019 (6)1022.024.46163.8621.00152.4120.4652.2146.9521.1628.0378.8820.9583.6133.77172.3435.26185.2825.22169.44
2018 (5)1000.09.27-10.958.32-27.1579.14-1.1738.75-5.1415.67-18.4711.41-11.6212.4-19.4312.36-4.639.36-10.69
2017 (4)1000.010.41011.42739.7180.0813.9140.8564.3919.22754.2212.91015.39874.0512.96010.480
2016 (3)1000.0-1.5401.36070.3-22.2924.85207.932.250-2.4301.580-1.490-1.540
2015 (2)1000.0-11.300-8.39090.47-12.688.07-11.8-12.950-12.700-11.720-13.520-11.280
2014 (1)1003.09-6.950-5.870103.618.029.150-7.750-6.810-8.030-8.330-6.930

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