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)8425-7.15-7.350.05-58.33123.81-0.13048.0-0.2912.1282.32554.73-2.44-3.789.02-10.1625.45-1.42-321.8848.360.89-57.21127.22-7.9-317.0350.164.21-62.78122.181.32-49.43156.410.89-57.21127.225.0834.1750.00
24Q2 (19)90740.0-4.590.12126.67120.00.00100.0100.0-0.3326.6776.76568.6112.613.2210.04136.791468.750.64110.19106.62.08125.65120.043.64111.48106.8211.31127.56119.712.61135.46128.02.08125.65120.043.5849.0548.78
24Q1 (18)9074-2.34-4.59-0.45-28.5745.12-0.42-2.4462.5-0.4577.6145.12504.92-5.4510.744.2424.34160.31-6.28-5.7266.74-8.11-33.8352.32-31.710.0963.17-41.04-26.7847.17-7.36-33.5851.64-8.11-33.8352.32-6.41-47.62-33.22
23Q4 (17)92912.18-8.49-0.35-66.6771.31-0.41-64.073.89-2.01-22.5627.17534.04-7.3711.463.41-52.57122.81-5.94-116.077.74-6.06-85.3276.56-31.74-100.2575.18-32.37-70.5573.88-5.51-135.4777.91-6.06-85.3276.56-1.35-0.840.40
23Q3 (16)9093-4.39-9.07-0.2165.083.46-0.2564.7986.77-1.64-15.49-9.33576.544.6620.077.191023.44138.37-2.7571.6291.42-3.2768.587.66-15.8570.3189.7-18.9866.9385.11-2.3474.8990.81-3.2768.587.6612.7445.9150.70
23Q2 (15)95110.0-9.87-0.6026.83-33.33-0.7136.611.39-1.42-73.17-425.93550.8720.82-4.860.64109.1-46.22-9.6948.682.22-10.3838.98-27.52-53.3937.996.94-57.3926.13-21.05-9.3238.76-23.12-10.3838.98-27.527.9929.8132.63
23Q1 (14)9511-6.32-9.93-0.8232.79-555.56-1.1228.66-633.33-0.8270.29-555.56455.95-4.84-34.76-7.0352.98-157.29-18.8829.26-688.16-17.0134.2-725.37-86.132.67-483.86-77.6937.31-511.06-15.2238.97-557.06-17.0134.2-725.37-2.5218.3622.80
22Q4 (13)101531.53-2.34-1.223.94-314.04-1.5716.93-396.23-2.76-84.0-149.91479.13-0.21-40.05-14.9520.22-198.42-26.6916.7-522.98-25.852.42-446.98-127.8816.87-353.58-123.932.77-308.57-24.942.0-406.01-25.852.42-446.98-8.64-89.14-72.78
22Q3 (12)10000-5.24-5.03-1.27-182.22-171.75-1.89-162.5-190.43-1.50-455.56-130.06480.15-17.08-48.42-18.74-1674.79-164.93-32.04-223.31-256.9-26.49-225.43-232.52-153.83-168.14-180.91-127.46-168.85-168.52-25.45-236.2-218.59-26.49-225.43-232.52-17.11-266.11-302.68
22Q2 (11)10553-0.071.08-0.45-350.0-121.95-0.72-442.86-127.69-0.27-250.0-108.39579.02-17.15-37.91.19-90.3-96.4-9.91-408.72-138.86-8.14-399.26-135.44-57.37-355.77-124.13-47.41-350.85-122.13-7.57-327.33-130.26-8.14-399.26-135.44-14.85-209.21-251.62
22Q1 (10)105601.585.160.18-68.42-84.350.21-60.38-87.20.18-96.75-84.35698.86-12.55-16.6412.27-19.22-52.443.21-49.13-81.922.72-63.49-80.2922.43-55.52-84.9318.9-68.19-83.673.33-59.14-77.842.72-63.49-80.29-13.35-68.11-67.51
21Q4 (9)10396-1.277.560.57-67.8-45.710.53-74.64-55.465.5310.823152.94799.17-14.152.3715.19-47.37-25.656.31-69.1-51.017.45-62.73-42.6550.43-73.47-49.8559.42-68.06-41.428.15-62.02-37.557.45-62.73-42.65-7.16-40.73-47.13
21Q3 (8)105300.869.011.77-13.661006.252.09-19.621293.334.9954.97667.05930.86-0.1624.8328.86-12.81210.6620.42-19.921040.7819.99-12.97870.39190.12-20.041327.33186.02-13.151106.3621.46-14.23898.1419.99-12.97870.395.5332.3019.46
21Q2 (7)104403.967.012.0578.26518.372.6058.54665.223.22180.0409.62932.3611.2139.433.1028.291094.9525.5043.66606.9622.9766.45421.71237.7759.78807.44214.1985.11548.025.0266.47491.5522.9766.45421.719.3043.8948.18
21Q1 (6)100423.94.271.159.52309.091.6437.82312.991.15576.47309.09838.397.3966.3725.8026.281557.6317.7537.81243.9613.806.24232.06148.8148.0339.44115.7114.08319.6115.0315.17252.7413.806.24232.066.04282.88365.58
20Q4 (5)96650.05-1.951.05556.25250.01.19693.33236.780.17119.32109.6780.684.6919.0520.43119.911068.2512.88619.55218.3812.99530.58224.19100.55654.88240.98101.43557.78247.8813.05506.98228.1912.99530.58224.19--0.00
20Q3 (4)9660-0.980.00.16132.650.00.15132.610.0-0.8815.380.0745.6811.490.09.29235.380.01.79135.590.02.06128.850.013.32139.630.015.42132.250.02.15133.650.02.06128.850.0--0.00
20Q2 (3)97561.30.0-0.4910.910.0-0.4640.260.0-1.04-89.090.0668.8332.730.02.77256.50.0-5.0359.210.0-7.1431.670.0-33.6145.920.0-47.819.260.0-6.3935.060.0-7.1431.670.0--0.00
20Q1 (2)9631-2.290.0-0.5521.430.0-0.7711.490.0-0.5568.930.0503.92-23.160.0-1.7716.110.0-12.33-13.330.0-10.450.10.0-62.1512.860.0-52.6923.180.0-9.843.340.0-10.450.10.0--0.00
19Q4 (1)98570.00.0-0.700.00.0-0.870.00.0-1.770.00.0655.780.00.0-2.110.00.0-10.880.00.0-10.460.00.0-71.320.00.0-68.590.00.0-10.180.00.0-10.460.00.0--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)
2024/11188.0711.37.81985.32.82548.25N/A-
2024/10168.96-11.63-2.281797.222.33544.98N/A-
2024/9191.223.47-3.971626.082.69552.560.74-
2024/8184.84.68-3.871434.873.65548.750.75-
2024/7176.54-5.8-4.651250.074.87552.60.74-
2024/6187.41-0.65-3.131073.536.62568.610.68-
2024/5188.64-2.020.84886.128.94582.450.66-
2024/4192.55-4.3213.05697.4711.36532.480.72-
2024/3201.2645.1314.96504.9210.73504.920.73-
2024/2138.67-15.95-10.49303.678.1491.30.75-
2024/1165.0-12.0630.98165.030.98527.090.7-
2023/12187.637.5516.442118.37-5.3535.010.69-
2023/11174.460.897.811930.74-6.99546.510.68-
2023/10172.91-13.1610.711756.28-8.25564.30.66-
2023/9199.143.5817.311583.36-9.93576.540.62-
2023/8192.253.8325.81384.23-12.84570.890.63-
2023/7185.15-4.317.481191.98-16.96565.70.63-
2023/6193.493.430.321006.83-21.21550.870.61-
2023/5187.079.833.89813.34-25.03532.440.63-
2023/4170.32-2.7-17.36626.27-30.79500.310.67-
2023/3175.0512.98-26.82455.95-34.75455.950.75-
2023/2154.9422.99-29.41280.9-38.88442.030.78-
2023/1125.97-21.82-47.54125.97-47.54448.910.76-
2022/12161.13-0.42-39.242237.16-36.09479.130.75-
2022/11161.823.6-39.142076.02-35.83487.740.74-
2022/10156.18-7.98-41.731914.21-35.54478.730.75-
2022/9169.7411.07-42.371758.03-34.92480.150.9-
2022/8152.81-3.03-51.31588.29-34.01503.270.86本期營收較去年同期減少,主要係巿場價格下跌及出貨量減少所致。
2022/7157.6-18.28-51.121435.48-31.42530.510.81本期營收較去年同期減少,主要係巿場價格下跌及出貨量減少所致。
2022/6192.867.11-38.791277.88-27.83579.020.81-
2022/5180.05-12.64-42.611085.01-25.45625.380.75-
2022/4206.1-13.84-32.08904.96-20.74664.830.71-
2022/3239.238.99-22.79698.86-16.64698.860.59-
2022/2219.5-8.59-13.37459.63-13.03724.840.57-
2022/1240.13-9.45-12.71240.13-12.71771.250.54-
2021/12265.21-0.26-1.83500.7729.7799.170.48-
2021/11265.91-0.791.93235.5633.2828.50.46-
2021/10268.05-8.997.362969.6536.97876.430.44-
2021/9294.54-6.1411.762701.640.82930.860.42-
2021/8313.84-2.6828.42407.0645.45951.450.41-
2021/7322.482.3335.642093.2248.4951.380.41-
2021/6315.130.4330.31770.7450.99932.360.38本期營收較去年同期增加,主要係巿場價格上漲及出貨量增加所致。
2021/5313.773.3942.341455.6156.36927.10.38本期營收較去年同期增加,主要係市場價格上漲及出貨量增加所致。
2021/4303.46-2.0746.91141.8560.71866.730.4本期營收較去年同期增加,主要係巿場價格上漲及出貨量增加所致。
2021/3309.8722.2957.47838.3966.37838.390.36本期營收較去年同期增加,主要係市場價格上漲及出貨量增加所致。
2021/2253.39-7.8979.29528.5172.07798.590.38本期營收較去年同期增加,主要係巿場價格上漲及出貨量增加所致;去年同期受新冠肺炎影響,大陸子公司延遲復工,出貨量較少。
2021/1275.121.8665.91275.1265.91806.130.38本期營收較去年同期增加主要係市場價格上漲及出貨量增加所致
2020/12270.083.522.392699.117.11780.680.4-
2020/11260.944.5121.382429.035.65774.140.4-
2020/10249.66-5.2613.42168.094.03757.610.41-
2020/9263.547.8221.411918.432.92745.680.43-
2020/8244.412.8116.121654.90.48723.980.44-
2020/7237.73-1.6915.731410.48-1.8700.00.45-
2020/6241.849.7113.461172.75-4.73668.830.53-
2020/5220.436.74.94930.91-8.54623.770.57-
2020/4206.574.97-0.95710.48-12.04544.670.65-
2020/3196.7739.23-4.35503.92-15.9503.920.7-
2020/2141.32-14.77-22.09307.14-21.94527.80.67-
2020/1165.82-24.85-21.81165.82-21.810.0N/A-
2019/12220.662.64-6.242519.71-9.80.0N/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)9291-8.49-2.010-2.4902117.41-5.351.470-8.840-8.780-187.090-163.630-186.430
2022 (9)10153-2.34-2.760-3.9702237.16-36.1-3.090-14.150-12.480-316.650-262.220-279.90
2021 (8)103967.565.343041.186.866136.363500.7729.726.14196.0417.912573.1316.442595.08627.133360.98624.112340.79575.343416.75
2020 (7)9665-1.950.1700.1102699.117.128.83635.830.6700.61018.12025.57016.360
2019 (6)9857-0.95-1.770-2.4702519.71-9.811.20-87.5-7.910-6.920-199.340-165.250-174.430
2018 (5)99520.00.22-93.940.06-98.562793.76-15.139.60-54.021.73-87.890.80-92.8948.35-89.7265.69-86.5822.23-94.0
2017 (4)99520.053.631810.534.17969.233291.7414.6620.88129.714.28540.3611.251630.77470.22633.23489.41880.39370.291879.1
2016 (3)99470.240.19-82.240.39-82.112870.89-21.169.09-29.042.23-63.80.65-78.1164.13-71.4149.92-66.418.71-82.7
2015 (2)99235.821.07-53.072.18-32.723641.33-15.0512.819.026.16-6.242.97-41.3224.31-20.38148.59-34.06108.16-50.1
2014 (1)93774.572.28300.03.2484.094286.621.411.7506.5705.060281.7383.55225.34299.33216.77324.79

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