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)142-2.07-2.07-0.20-122.22-225.0-0.27-17.39-1450.0-0.58-48.72-107.145.14-3.02-12.2921.125.71-9.2-10.14-37.96-805.36-8.14-127.37-615.19-0.52-33.33-642.86-0.28-115.38-221.74-8.12-125.56-456.14-8.14-127.37-615.190.55-26.1114.56
24Q2 (19)1450.00.0-0.0970.0-28.57-0.2346.51-109.09-0.39-30.09.35.34.1312.2919.9819.35-13.13-7.3550.47-100.82-3.5868.26-18.15-0.3948.68-129.41-0.1369.77-18.18-3.6068.11-29.96-3.5868.26-18.154.8749.2810.02
24Q1 (18)1450.00.0-0.3028.5716.67-0.43-26.4710.42-0.3057.1416.675.095.617.8216.74-4.6236.54-14.841.267.77-11.2838.769.54-0.76-5.56-10.14-0.4329.5117.31-11.2936.148.58-11.2838.769.54-6.08-166.97-913.24
23Q4 (17)1450.00.0-0.42-362.510.64-0.34-1800.0-61.9-0.70-150.028.574.82-17.7520.517.55-24.551.56-15.03-1241.96-98.55-18.42-1265.82-6.84-0.72-928.57-140.0-0.61-365.2211.59-17.68-875.44-1.67-18.42-1265.82-6.843.20-16.97-840.91
23Q3 (16)1450.00.00.16328.57124.240.02118.18102.33-0.2834.8844.05.8624.1532.8823.261.136561.11-1.1269.496.11.58152.15107.21-0.0758.8294.440.23309.09123.962.28182.31110.01.58152.15107.2116.70204.5697.63
23Q2 (15)1450.00.0-0.0780.5658.82-0.1177.0870.27-0.43-19.44-368.754.729.26-31.0923.0087.6130.23-3.6677.2551.84-3.0375.714.65-0.1775.3667.31-0.1178.8554.17-2.7777.5721.31-3.0375.714.658.6351.98-25.74
23Q1 (14)1450.00.0-0.3623.4-209.09-0.48-128.57-318.18-0.3663.27-209.094.328.0-51.1912.26-29.05-36.71-16.09-112.55-495.33-12.4727.67-332.22-0.69-130.0-291.67-0.5224.64-208.33-12.3528.98-306.18-12.4727.67-332.22-0.6526.09-26.49
22Q4 (13)1450.00.0-0.4728.79-274.07-0.2175.58-216.67-0.98-96.0-260.664.0-9.3-57.8917.284900.0-3.57-7.5773.62-318.79-17.2421.35-517.43-0.376.19-190.91-0.6928.12-276.92-17.3923.69-463.81-17.2421.35-517.43-22.46-129.72-28.43
22Q3 (12)1450.00.0-0.66-288.24-500.0-0.86-132.43-405.88-0.50-412.5-247.064.41-35.62-52.07-0.36-103.6-102.83-28.70-277.63-853.49-21.92-517.46-1204.76-1.26-142.31-350.0-0.96-300.0-540.0-22.79-547.44-1000.97-21.92-517.46-1204.76-29.11-219.88-200.31
22Q2 (11)1450.00.0-0.17-151.52-177.27-0.37-268.18-511.110.16-51.52-64.446.85-22.6-30.959.99-48.43-35.09-7.60-286.73-411.48-3.55-166.11-208.9-0.52-244.44-316.67-0.24-150.0-175.0-3.52-158.76-181.11-3.55-166.11-208.9-14.72-64.65-122.98
22Q1 (10)1450.00.00.3322.2250.00.2222.2222.220.33-45.950.08.85-6.84-42.2719.378.0963.324.0717.6397.575.3730.02155.710.369.0912.50.4823.0850.05.9925.31144.495.3730.02155.71-1.79183.83114.05
21Q4 (9)1450.00.00.27345.451450.00.18205.88125.00.6179.41179.229.53.26-36.517.9240.7788.243.46214.95432.314.13345.832273.680.33217.86230.00.39360.01400.04.78330.921870.374.13345.832273.68-2.0097.72-41.50
21Q3 (8)1450.00.0-0.11-150.0-127.5-0.17-288.89-180.950.34-24.44145.339.2-7.26-38.1312.73-17.2870.87-3.01-223.36-210.66-1.68-151.53-143.3-0.28-216.67-170.0-0.15-146.88-125.86-2.07-147.7-144.9-1.68-151.53-143.3-21.27-75.00-169.44
21Q2 (7)1450.0-0.680.220.0173.330.09-50.0133.330.45104.55139.479.92-35.29-32.0115.3929.7698.582.4418.45206.553.2655.24209.030.24-25.0172.730.320.0172.734.3477.14259.563.2655.24209.03-16.41600.0037.50
21Q1 (6)1450.00.00.221200.0126.190.18125.0120.690.22128.57126.1915.332.4747.9711.8624.58695.972.06216.92117.312.101205.26117.890.32220.0126.020.321166.67126.232.451007.41120.682.101205.26117.891.54547.5031.55
20Q4 (5)1450.00.0-0.02-105.090.910.08-61.9100.0-0.77-2.6746.1514.960.6123.239.5227.792.590.65-76.1-16.67-0.19-104.992.750.1-75.00.0-0.03-105.1790.62-0.27-105.8688.66-0.19-104.992.75--0.00
20Q3 (4)145-0.680.00.40233.330.00.21177.780.0-0.7534.210.014.871.920.07.45-3.870.02.72218.780.03.88229.770.00.4221.210.00.58231.820.04.61269.490.03.88229.770.0--0.00
20Q2 (3)1460.690.0-0.3064.290.0-0.2768.970.0-1.14-35.710.014.5940.830.07.75420.130.0-2.2980.760.0-2.9974.530.0-0.3373.170.0-0.4463.930.0-2.7277.050.0-2.9974.530.0--0.00
20Q1 (2)1450.00.0-0.84-281.820.0-0.87-2275.00.0-0.8441.260.010.36-14.660.01.49-83.940.0-11.90-1625.640.0-11.74-348.090.0-1.23-1330.00.0-1.22-281.250.0-11.85-397.90.0-11.74-348.090.0--0.00
19Q4 (1)1450.00.0-0.220.00.00.040.00.0-1.430.00.012.140.00.09.280.00.00.780.00.0-2.620.00.00.10.00.0-0.320.00.0-2.380.00.0-2.620.00.0--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)
2024/111.7314.540.2618.762.324.58N/A-
2024/101.5111.48-11.6517.032.534.82N/A-
2024/91.35-31.15-29.4615.534.155.090.41-
2024/81.9610.15-5.1714.179.115.260.4-
2024/71.7817.721.7812.2111.825.220.4-
2024/61.51-21.362.7310.4313.735.340.37-
2024/51.921.335.658.9215.845.590.35-
2024/41.97.6621.866.9918.995.040.39-
2024/31.7628.19-0.835.0917.965.090.34-
2024/21.38-29.6422.193.3331.124.720.37-
2024/11.9640.3338.231.9638.235.070.34-
2023/121.39-19.0223.3719.73-18.184.820.37-
2023/111.720.933.1118.33-20.235.340.34-
2023/101.7-10.9842.1316.61-22.055.690.31-
2023/91.92-7.4434.5114.91-25.885.730.41-
2023/82.0718.2436.3212.99-30.485.290.44-
2023/71.7518.8125.4810.92-36.395.040.46-
2023/61.47-19.12-19.989.17-41.864.850.41-
2023/51.8216.88-28.617.7-44.755.160.39客戶需求變動
2023/41.56-12.38-32.255.88-48.374.460.45-
2023/31.7857.97-41.34.32-52.454.320.45客戶需求變動
2023/21.13-20.4-58.172.54-58.033.670.53客戶需求變動
2023/11.4125.24-57.921.41-57.924.210.46客戶需求變動
2022/121.13-32.31-63.0924.11-44.964.00.41客戶需求變動
2022/111.6739.11-50.0322.98-43.64.290.38客戶需求變動
2022/101.2-15.76-61.0321.31-43.034.140.4客戶需求變動
2022/91.42-6.19-54.8720.11-41.414.340.37客戶需求變動
2022/81.528.84-49.4418.69-40.054.750.34-
2022/71.39-24.23-53.8117.17-39.055.790.28客戶需求變動
2022/61.84-27.85-42.0515.78-37.286.690.38-
2022/52.5510.93-22.2413.94-36.597.880.32-
2022/42.3-24.09-30.5111.38-39.118.020.32-
2022/33.0312.58-45.519.08-40.969.080.36-
2022/22.69-19.93-40.666.05-38.389.110.36-
2022/13.369.85-36.423.36-36.429.760.33-
2021/123.06-8.38-39.6443.81-20.19.480.34-
2021/113.348.48-31.140.75-18.119.570.33-
2021/103.08-2.42-40.6337.41-16.719.240.34-
2021/93.165.07-35.2634.33-13.599.180.33-
2021/83.0-0.55-39.3631.18-10.569.20.33-
2021/73.02-4.93-39.4828.17-5.799.480.32-
2021/63.18-3.2-37.9225.160.959.770.46-
2021/53.28-0.86-27.8521.9810.9912.150.37-
2021/43.31-40.48-28.1118.722.5813.410.33-
2021/35.5622.5931.315.3944.515.390.27-
2021/24.54-14.2144.259.8253.2214.90.27客戶需求
2021/15.294.2961.865.2961.8615.210.27客戶需求
2020/125.074.5922.254.8435.4315.10.24-
2020/114.85-6.5123.5549.7736.9314.910.24-
2020/105.196.3921.2344.9238.5515.010.24-
2020/94.87-1.5743.0239.7341.1914.820.34-
2020/84.95-0.7549.6934.8640.9415.060.33-
2020/74.99-2.4828.7929.9139.5814.660.34-
2020/65.1212.4964.0824.9241.9714.270.23客戶需求變化
2020/54.55-1.2226.2719.837.1913.390.25-
2020/44.618.7272.7615.2540.8211.990.28客戶需求變化
2020/34.2434.6984.5310.6530.3910.650.49客戶需求變化
2020/23.14-3.7452.166.419.2310.560.5客戶需求變化
2020/13.27-21.25-14.093.27-14.090.0N/A-
2019/124.155.7451.8840.49-12.690.0N/A客戶需求變化
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)1450.0-0.700-0.91019.73-18.1719.4052.16-8.400-7.480-1.660-1.380-1.010
2022 (9)1450.0-0.980-1.22024.11-45.1512.75-9.89-7.170-5.900-1.730-1.410-1.410
2021 (8)1450.00.6100.30043.96-19.7714.15103.011.3902.0100.6101.0700.880
2020 (7)1450.0-0.770-0.85054.7935.726.97-20.98-1.950-2.020-1.070-0.980-1.110
2019 (6)1450.0-1.430-1.19040.37-13.058.8246.76-4.240-5.130-1.710-2.10-2.070
2018 (5)1450.69-2.680-2.51046.43-22.336.01-53.34-8.510-8.330-3.950-4.260-3.870
2017 (4)1440.70.6865.850.8077.7859.78-3.1412.884.042.2132.341.6470.831.3228.161.1618.370.9866.1
2016 (3)143-0.690.41-82.330.45-80.061.720.0312.38-26.921.67-73.410.96-82.731.03-73.450.98-76.210.59-82.8
2015 (2)1445.112.32-22.412.25-17.2861.7-13.2716.941.446.28-15.75.56-6.243.88-26.794.12-27.083.43-18.72
2014 (1)1375.382.99-40.912.72-42.3771.148.4616.7007.4505.9305.3-27.995.65-24.974.22-38.57

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