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)530.03.920.64-43.36-16.880.60-24.051600.03.4422.860.883.170.328.1997.692.11.312.77-8.0402.7610.81-42.93-18.040.4-9.09471.430.34-43.33-12.8213.51-31.46-17.4710.81-42.93-18.04-8.48-39.39-20.88
24Q2 (19)533.923.921.13-35.43-28.480.79-17.71-31.32.8060.05.663.16-17.280.9695.68-2.45-0.9513.88-28.49-39.7818.94-18.57-25.930.44-40.54-38.890.6-32.58-25.019.71-32.73-32.218.94-18.57-25.93-8.3838.99-15.61
24Q1 (18)510.06.251.75113.4156.250.96-13.51-2.041.75-58.7356.253.820.530.2698.089.031.0219.416.7710.1623.26111.8464.150.747.2510.450.89111.964.8129.30113.8761.7923.26111.8464.1515.1159.951430.74
23Q4 (17)510.06.250.826.49-50.31.112875.0-34.714.2424.34-36.93.829.693.2689.96-6.72-5.0818.18615.75-31.1910.98-16.76-49.140.69885.71-28.870.427.69-46.8413.70-16.31-41.8510.98-16.76-49.1411.65-22.391385.76
23Q3 (16)510.06.250.77-51.27-56.74-0.04-103.48-105.413.4128.68-32.742.93-6.39-22.8996.44-0.1716.912.54-88.98-83.9813.19-48.42-41.380.07-90.28-88.330.39-51.25-54.6516.37-43.69-42.0913.19-48.42-41.38-12.12-5.10-43.06
23Q2 (15)516.256.251.5841.07-33.891.1517.35-37.162.65136.61-19.453.13-17.85-26.796.60-0.50.5223.0530.82-22.7325.5780.45-4.940.727.46-43.310.848.15-30.4329.0760.52-14.4725.5780.45-4.94-7.164.48-12.50
23Q1 (14)480.00.01.12-32.1223.080.98-42.35145.01.12-83.3323.083.813.53-6.6297.092.451.0417.62-33.31112.814.17-34.3732.310.67-30.9397.060.54-31.6522.7318.11-23.1330.114.17-34.3732.310.18-19.7143.69
22Q4 (13)480.00.01.65-7.370.11.70129.73104.826.7232.5411.813.68-3.16-6.1294.7714.89-1.1726.4266.58158.0121.59-4.0481.120.9761.67142.50.79-8.1468.0923.56-16.66116.3521.59-4.0481.12-7.08-16.4135.08
22Q3 (12)480.00.01.78-25.52-16.820.74-59.56-60.435.0754.10.63.8-11.01-19.8382.49-14.16-12.3915.86-46.83-39.9722.50-16.363.690.6-52.76-52.00.86-25.22-16.528.27-16.833.8222.50-16.363.69-3.1768.56148.97
22Q2 (11)480.04.352.39162.6431.321.83357.56.43.29261.547.874.274.662.496.100.01-1.2229.83260.2713.3426.90151.1734.771.27273.5315.451.15161.3638.5533.99144.1839.0826.90151.1734.774.3778.22152.84
22Q1 (10)480.04.350.91-6.19-26.610.40-51.81-62.260.91-84.86-26.614.084.08-1.4596.090.212.148.28-19.14-51.5210.71-10.15-21.820.34-15.0-52.110.44-6.38-22.8113.9227.82-19.9510.71-10.15-21.82-6.61-30.43-53.71
21Q4 (9)480.04.350.97-54.67-39.750.83-55.61-41.966.0119.25-3.063.92-17.37.495.891.84-0.310.24-61.24-59.7611.92-45.07-40.870.4-68.0-56.990.47-54.37-36.4910.89-60.01-56.3411.92-45.07-40.87-1.82-18.55-23.45
21Q3 (8)484.354.352.1417.587.01.878.7222.225.0465.259.84.7413.6729.1694.16-3.221.5726.420.38-8.0721.708.72-12.821.2513.6417.921.0324.113.1927.2311.42-13.5321.708.72-12.827.2032.1735.49
21Q2 (7)460.02.221.8246.777.691.7262.2636.513.05145.9717.764.170.72-3.9297.293.412.8726.3254.138.2419.9645.6912.831.154.9332.530.8345.617.7924.4440.5414.7419.9645.6912.837.0711.9018.20
21Q1 (6)460.012.21.24-22.9825.251.06-25.8716.481.24-80.025.254.1413.428.0994.08-2.18-0.4117.08-32.8926.6113.70-32.0427.80.71-23.6636.540.57-22.9739.0217.39-30.2748.1313.70-32.0427.86.44-21.24-16.21
20Q4 (5)460.012.21.61-19.5-3.591.43-6.548.336.2035.0828.93.65-0.5416.6196.183.756.1925.45-11.450.020.16-19.0-8.940.93-12.2616.250.74-18.687.2524.94-20.8-0.3620.16-19.0-8.94--0.00
20Q3 (4)462.220.02.0018.340.01.5321.430.04.5977.220.03.67-15.440.092.70-1.990.028.7450.950.024.8940.70.01.0627.710.00.9118.180.031.4947.840.024.8940.70.0--0.00
20Q2 (3)459.760.01.6970.710.01.2638.460.02.59161.620.04.3413.320.094.580.120.019.0441.140.017.6965.020.00.8359.620.00.7787.80.021.3081.430.017.6965.020.0--0.00
20Q1 (2)410.00.00.99-40.720.00.91-31.060.00.99-79.420.03.8322.360.094.474.310.013.49-46.990.010.72-51.580.00.52-35.00.00.41-40.580.011.74-53.10.010.72-51.580.0--0.00
19Q4 (1)410.00.01.670.00.01.320.00.04.810.00.03.130.00.090.570.00.025.450.00.022.140.00.00.80.00.00.690.00.025.030.00.022.140.00.0--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)
2024/101.03-9.25-10.9711.171.263.14N/A-
2024/91.1315.5914.9910.142.693.170.0-
2024/80.98-6.67-2.539.011.333.180.0-
2024/71.05-8.2311.638.031.833.220.0-
2024/61.1512.0116.566.980.53.160.0-
2024/51.022.84-1.375.83-2.143.040.0-
2024/40.99-2.62-10.254.81-2.313.510.0-
2024/31.02-31.75-7.563.820.03.820.0-
2024/21.515.3124.462.793.074.130.0-
2024/11.3-2.97-13.961.3-13.963.940.0-
2023/121.342.538.5913.68-13.663.80.0-
2023/111.312.834.2112.34-15.543.450.0-
2023/101.1617.21-3.1511.03-17.393.150.0-
2023/90.99-2.02-25.439.88-18.792.930.0-
2023/81.016.9-19.248.89-17.982.930.0-
2023/70.94-4.18-24.237.88-17.822.960.0-
2023/60.98-5.21-22.556.94-16.863.130.0-
2023/51.04-6.41-36.545.96-15.843.250.0-
2023/41.110.3-18.814.92-9.643.420.0-
2023/31.1-8.11-8.563.82-6.573.820.0-
2023/21.2-20.28-6.242.71-5.743.940.0-
2023/11.5122.46-5.341.51-5.343.990.0-
2022/121.23-1.61.8315.84-6.573.680.0-
2022/111.254.86-19.9114.61-7.213.770.0-
2022/101.19-9.753.9113.36-5.813.760.0-
2022/91.326.11-4.2612.16-6.673.810.0-
2022/81.250.29-18.710.84-6.963.760.0-
2022/71.24-2.06-31.119.6-5.184.150.0-
2022/61.27-22.33-31.128.350.444.270.0-
2022/51.6319.7231.577.089.434.210.0-
2022/41.3612.9625.535.454.173.860.0-
2022/31.21-5.79-1.124.08-1.424.080.0-
2022/21.28-19.51-27.52.88-1.554.090.0-
2022/11.5931.7538.261.5938.264.370.0-
2021/121.21-22.62-19.9416.969.373.920.0-
2021/111.5636.0719.4615.7512.544.090.0-
2021/101.15-16.8538.0614.1811.824.060.0-
2021/91.38-9.8916.8413.039.984.720.0-
2021/81.53-15.0222.6611.659.225.180.0-
2021/71.8-2.0745.2810.127.444.890.0-
2021/61.8448.3744.348.321.694.170.0-
2021/51.2414.23-13.476.47-6.193.550.0-
2021/41.09-11.02-33.575.23-4.284.080.0-
2021/31.22-30.92-22.254.148.244.140.0-
2021/21.7753.4834.972.9229.54.430.0-
2021/11.15-23.7121.911.1521.913.970.0-
2020/121.5115.4624.1615.535.093.650.0-
2020/111.3157.2570.7413.9936.393.320.0專案營收增加
2020/100.83-29.63-26.9912.6833.613.260.0-
2020/91.18-5.4-10.0911.8541.883.670.0-
2020/81.250.6412.310.6751.63.770.0新產品上市營收持續注入,所以較去年累計營收大幅成長
2020/71.24-2.770.139.4258.983.950.0新產品上市營收持續注入,所以較去年同期及累計營收大幅成長
2020/61.28-11.0646.558.1857.424.350.0新產品上市營收持續注入,所以較去年累計營收大幅成長。
2020/51.44-12.385.836.959.614.640.0新產品上市營收注入,所以較去年同期營收大幅成長。
2020/41.644.14105.495.4653.94.520.0新產品上市營收持續注入,所以較去年同期營收大幅成長。
2020/31.5719.9264.43.8338.983.830.0新產品上市營收持續注入,所以較去年同期營收大幅成長。
2020/21.3138.6446.912.2625.473.470.0-
2020/10.95-22.34.350.954.352.930.0-
2019/121.2258.7760.5311.471.220.0N/A1、參與資訊月活動收入提增。2、認列授權簽約金。
2019/110.77-32.76-27.110.26-3.020.0N/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)516.254.22-36.733.21-30.8213.67-13.794.862.5315.78-21.5715.68-23.292.16-32.292.6-34.342.14-33.95
2022 (9)480.06.6711.544.64-15.1715.84-6.7192.52-2.9320.12-1.2820.4419.813.19-7.83.9614.453.2411.72
2021 (8)484.355.98-3.085.476.6316.989.5595.310.8820.38-5.1217.06-6.523.463.93.460.582.92.47
2020 (7)4612.26.1728.815.1353.5915.535.0294.484.221.4812.9918.255.313.3352.753.4443.332.8342.21
2019 (6)410.04.794.133.349.1511.481.3290.673.1719.012.9217.333.092.184.312.40.421.994.19
2018 (5)4110.814.600.223.06-3.4711.3314.5687.88-2.2518.47-8.4316.81-2.492.095.032.3918.911.9112.35
2017 (4)378.824.5916.53.1747.449.8929.6289.90-2.7520.177.5717.24-1.431.9939.162.0123.311.726.87
2016 (3)340.03.9402.1507.6318.8592.44-2.318.75017.4901.4301.6301.340
2015 (2)340.0-0.830-0.6606.42-12.7794.624.96-4.750-4.860-0.30-0.240-0.280
2014 (1)340.00.18-81.05-0.2507.36-7.4290.1500.6500.8400.05-90.570.24-61.290.06-81.82

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