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)87-1.14-1.14-0.85-1600.013.27-0.91-405.567.14-1.09-354.1731.458.46-2.65-11.68.48-47.98-4.93-9.79-382.27-8.9-8.81-1662.01.23-0.83-361.113.49-0.74-1750.012.94-9.14-1350.79-1.67-8.81-1662.01.236.53-763.16-171.53
24Q2 (19)880.00.0-0.0573.6878.26-0.1862.552.63-0.24-26.3260.668.6915.71-5.8516.3019.5915.19-2.0361.8447.41-0.5078.1777.38-0.1855.050.0-0.0476.4780.0-0.6368.6674.7-0.5078.1777.381.4783.1271.88
24Q1 (18)880.00.0-0.1992.5550.0-0.4881.25-54.84-0.1995.4150.07.51-12.78-16.7413.63500.44-4.01-5.3278.39-76.16-2.2991.1838.27-0.481.13-48.15-0.1792.3848.48-2.0191.8546.11-2.2991.1838.27-11.40-33.82-39.98
23Q4 (17)880.00.0-2.55-160.2-3087.5-2.56-161.22-5020.0-4.14-160.38-1492.318.61-10.03-16.162.27-74.55-84.42-24.62-173.86-3227.03-25.95-190.92-3660.87-2.12-146.51-2550.0-2.23-162.35-3085.71-24.67-174.42-2367.0-25.95-190.92-3660.87-3.17-243.14-159.56
23Q3 (16)880.00.0-0.98-326.09-292.0-0.98-157.89-78.18-1.59-160.66-783.339.573.68-1.758.92-36.96-29.32-8.99-132.9-94.17-8.92-303.62-284.48-0.86-138.89-91.11-0.85-325.0-286.36-8.99-261.04-347.26-8.92-303.62-284.483.00-143.31-90.23
23Q2 (15)880.00.0-0.2339.47-204.55-0.38-22.58-642.86-0.61-60.53-971.439.232.33-14.714.15-0.35-15.92-3.86-27.81-743.33-2.2140.43-230.77-0.36-33.33-700.0-0.239.39-205.26-2.4933.24-235.33-2.2140.43-230.77-4.92-167.76-271.29
23Q1 (14)880.03.53-0.38-375.0-153.33-0.31-520.0-82.35-0.38-46.15-153.339.02-12.17-16.7114.20-2.54-5.52-3.02-308.11-308.11-3.71-437.68-204.1-0.27-237.5-237.5-0.33-371.43-153.85-3.73-273.0-578.18-3.71-437.68-204.1-3.36-153.50-214.55
22Q4 (13)880.03.53-0.0868.00-0.0590.91-150.0-0.26-44.44-127.0810.275.44-15.8914.5715.45-3.64-0.7484.02-207.25-0.6970.260-0.0882.22-200.0-0.0768.180-1.0050.25-217.65-0.6970.260-2.27-72.82-397.40
22Q3 (12)880.03.53-0.25-213.64-457.14-0.55-885.71-1016.67-0.18-357.14-118.759.74-9.98-20.3612.62-25.01-15.53-4.63-871.67-406.62-2.32-237.28-573.47-0.45-850.0-350.0-0.22-215.79-466.67-2.01-209.24-226.42-2.32-237.28-573.47-5.0416.52-372.26
22Q2 (11)883.533.530.22246.67-50.00.07141.18-82.50.07146.67-92.1310.82-0.09-15.6716.8311.98-6.550.60181.08-85.221.69238.52-41.520.06175.0-88.460.19246.15-48.651.84434.55-56.291.69238.52-41.52-5.70123.33-304.41
22Q1 (10)850.00.0-0.150-132.61-0.17-750.0-151.52-0.15-115.62-132.6110.83-11.3-3.3915.03-0.6-16.31-0.74-207.25-117.13-1.220-134.96-0.08-200.0-116.67-0.130-133.33-0.55-164.71-110.64-1.220-134.96-5.73-50.00-441.67
21Q4 (9)850.00.00.00-100.0-100.0-0.02-133.33-103.770.960.02.1312.21-0.168.0515.121.2-26.60.69-54.3-88.780.00-100.0-100.00.08-55.56-88.410-100.0-100.00.85-46.54-85.620.00-100.0-100.0-2.42-92.05-109.17
21Q3 (8)850.00.00.07-84.09-61.110.06-85.0-60.00.967.87123.2612.23-4.6829.5614.94-17.05-23.151.51-62.81-49.830.49-83.04-71.180.18-65.38-35.710.06-83.78-62.51.59-62.23-51.820.49-83.04-71.184.88-44.22-31.89
21Q2 (7)850.00.00.44-4.35-2.220.4021.218.110.8993.48256.012.8314.4548.3218.010.28-18.214.06-6.02-25.642.89-17.19-36.480.528.3310.640.37-5.13-2.634.21-18.57-32.12.89-17.19-36.486.82-7.08-8.27
21Q1 (6)850.00.00.46-9.8330.00.33-37.74200.00.46-51.06330.011.21-0.870.3617.96-12.829.654.32-29.76224.53.49-9.82229.260.48-30.43308.70.39-9.3329.415.17-12.52427.223.49-9.82229.269.4586.77107.80
20Q4 (5)850.00.00.51183.3354.550.53253.3365.620.94118.662.0711.319.712.7720.605.971.486.15104.3219.653.87127.6537.230.69146.4332.690.43168.7553.575.9179.0915.883.87127.6537.23--0.00
20Q3 (4)850.00.00.18-60.00.00.15-59.460.00.4372.00.09.449.130.019.44-11.720.03.01-44.870.01.70-62.640.00.28-40.430.00.16-57.890.03.30-46.770.01.70-62.640.0--0.00
20Q2 (3)850.00.00.45325.00.00.37212.120.00.25225.00.08.6531.460.022.0234.430.05.46257.350.04.55268.520.00.47304.350.00.38323.530.06.20492.410.04.55268.520.0--0.00
20Q1 (2)850.00.0-0.20-160.610.0-0.33-203.120.0-0.20-134.480.06.58-34.330.016.38-19.310.0-3.47-167.510.0-2.70-195.740.0-0.23-144.230.0-0.17-160.710.0-1.58-130.980.0-2.70-195.740.0--0.00
19Q4 (1)850.00.00.330.00.00.320.00.00.580.00.010.020.00.020.300.00.05.140.00.02.820.00.00.520.00.00.280.00.05.100.00.02.820.00.0--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)
2024/102.926.54-5.8427.59-10.778.44N/A累計營業收入較去年減少,主係自去年第四季開始收縮減少銅線廠交易所致。
2024/92.74-1.52-13.6324.67-11.328.460.38-
2024/82.78-5.51-15.8721.93-11.038.340.38-
2024/72.9412.62-4.9419.15-10.288.480.38-
2024/62.61-10.59-9.6816.2-11.188.690.38-
2024/52.92-7.29-10.9213.59-11.479.140.36-
2024/43.153.043.310.67-11.617.390.44-
2024/33.06160.69-20.267.51-16.677.510.42-
2024/21.17-64.18-67.684.45-14.06.860.45係因113年2月適逢春節假期營業天數較少,致營收與去年相比大幅減少。
2024/13.2836.12112.33.28112.38.790.36係因112年1月適逢春節假期營業天數較少,致113年1月營收與去年相比大幅增加。
2023/122.41-22.32-29.8136.43-12.578.610.31-
2023/113.10.02-18.3234.02-11.039.370.29-
2023/103.1-2.261.6930.92-10.229.580.28-
2023/93.17-4.07-8.1727.82-11.389.570.31-
2023/83.316.758.5724.65-11.789.30.32-
2023/73.17.0-4.4321.34-14.279.270.32-
2023/62.89-11.82-12.9818.24-15.749.230.31-
2023/53.287.51-17.3715.35-16.2410.170.28-
2023/43.05-20.47-13.3512.07-15.9210.520.27-
2023/33.845.66-9.659.02-16.769.020.38-
2023/23.63135.2822.025.18-21.358.610.4-
2023/11.54-55.0-57.171.54-57.178.770.39係因112年1月適逢春節假期營業天數較少,致營收與去年相比大幅減少。
2022/123.43-9.6-19.2241.67-14.0810.270.33-
2022/113.824.54-9.4238.24-13.5810.30.32-
2022/103.05-11.74-19.2834.44-14.029.550.35-
2022/93.4513.41-12.5731.39-13.479.740.36-
2022/83.04-6.03-27.4127.94-13.589.610.37-
2022/73.24-2.56-20.7624.89-11.5210.540.34-
2022/63.33-16.26-17.621.65-9.9510.820.41-
2022/53.9712.74-10.618.33-8.4111.740.38-
2022/43.52-17.07-19.0414.35-7.7810.750.41-
2022/34.2542.7-7.9210.83-3.4110.830.43-
2022/22.98-17.4331.366.58-0.2610.830.43-
2022/13.61-15.11-16.793.61-16.7912.040.39-
2021/124.251.350.8748.534.812.210.35-
2021/114.1910.986.9844.2539.2911.920.36-
2021/103.78-4.419.040.0643.8411.920.36-
2021/93.95-5.8315.7336.2847.0312.230.38-
2021/84.192.5642.0332.3352.0612.320.37主係今年原材料上漲調高銷售單價且新冠肺炎疫情趨緩,市場需求增加所致。
2021/74.091.3132.8628.1453.6812.570.37主係今年原材料上漲調高銷售單價且新冠肺炎疫情趨緩,市場需求增加所致。
2021/64.04-9.1473.8224.0557.8812.830.36主係今年原材料上漲調高銷售單價且新冠肺炎疫情趨緩,市場需求增加所致。
2021/54.442.0956.3220.0155.0113.410.35主係去年因新冠肺炎影響,今年疫情趨緩市場需求逐漸恢復正常所致。
2021/44.35-5.6824.715.5754.6511.230.41主係去年因新冠肺炎影響,今年疫情趨緩市場需求逐漸恢復正常所致。
2021/34.61103.628.5511.2170.5411.210.39主係去年因新冠肺炎影響,今年疫情趨緩市場需求逐漸恢復正常所致。
2021/22.27-47.7146.276.6121.0110.810.41主係去年因新冠肺炎影響,今年疫情趨緩市場需求逐漸恢復正常所致。
2021/14.332.92109.764.33109.7612.460.35係因109年1月適逢春節假期營業天數較少,致110年1月營收與去年相比大幅成長。
2020/124.217.4823.4535.981.9411.30.33-
2020/113.9223.4512.2231.77-0.3610.50.35-
2020/103.17-7.021.5927.85-1.99.540.39-
2020/93.4115.5515.9324.67-2.349.440.33-
2020/82.95-4.051.9221.26-4.758.350.37-
2020/73.0832.55-0.418.31-5.748.240.38-
2020/62.32-18.29-11.0315.23-6.768.650.31-
2020/52.84-18.541.2812.91-5.949.920.27-
2020/43.49-2.7813.3610.07-7.88.00.34-
2020/33.59290.0518.146.58-16.126.580.45-
2020/20.92-55.45-46.372.99-37.86.40.46-
2020/12.07-39.42-33.032.07-33.038.970.33-
2019/123.41-2.289.4535.29-13.840.0N/A-
2019/113.4911.762.0331.88-15.750.0N/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)880.0-4.140-4.24036.43-12.579.98-32.66-9.910-9.950-3.610-3.550-3.630
2022 (9)883.53-0.260-0.70041.67-14.0814.82-10.13-1.300-0.590-0.540-0.160-0.230
2021 (8)850.00.962.130.7811.4348.534.816.49-17.012.63-22.651.69-25.221.274.11.420.710.822.5
2020 (7)850.00.9462.070.7070.7335.981.9619.876.543.4028.32.2655.861.2231.181.4133.020.863.27
2019 (6)850.00.58-57.660.41-60.1935.29-13.8418.650.02.65-42.521.45-51.510.93-50.791.06-50.930.49-58.12
2018 (5)850.01.37-6.161.03-38.6940.968.1318.65-5.234.61-21.22.99-12.831.89-14.862.168.541.17-5.65
2017 (4)850.01.4616.81.6823.5337.8810.0219.68-9.975.85-5.953.436.522.223.741.99-1.971.2415.89
2016 (3)850.01.2530.211.3643.1634.43-4.4121.8618.86.2257.073.2235.862.1449.652.0342.961.0730.49
2015 (2)850.00.96-20.660.9531.9436.02-12.318.4017.23.9617.512.37-8.851.433.621.42-20.670.82-20.39
2014 (1)850.01.2113.080.72-17.2441.07-1.5615.7003.3702.6001.382.991.7920.131.0313.19

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