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)1090.00.0-0.0980.4330.77-0.392.5-225.0-1.02-9.68-229.031.2728.28-62.25.75-73.23-62.15-31.3429.65-536.99-8.1283.67-88.4-0.49.09-135.29-0.179.5928.57-6.2187.35-16.29-8.1283.67-88.4-9.5342.306.80
24Q2 (19)1090.00.0-0.464.17-48.39-0.4011.11-29.03-0.93-93.75-447.060.99-47.34-64.021.48178.6115.02-44.55-66.54-258.41-49.71-81.42-307.13-0.4412.0-29.41-0.495.77-44.12-49.08-71.67-294.22-49.71-81.42-307.13-43.0519.665.55
24Q1 (18)1090.00.0-0.4835.14-442.86-0.450.0-28.57-0.4854.29-442.861.88-38.76-19.667.713.21-45.28-26.75-99.78-109.15-27.40-4.34-557.43-0.5-21.95-66.67-0.5235.8-446.67-28.59-20.13-394.74-27.40-4.34-557.43-23.70-217.05-137.50
23Q4 (17)1090.03.81-0.74-469.2377.91-0.45-275.061.21-1.05-238.7177.563.07-8.63100.657.47-50.8235.82-13.39-172.1556.68-26.26-509.2888.55-0.41-141.1812.77-0.81-478.5776.86-23.80-345.6986.56-26.26-509.2888.556.77-205.59-106.86
23Q3 (16)1090.00.0-0.1358.0682.89-0.1261.2980.33-0.31-82.3576.873.3622.1834.415.1952.05155.29-4.9260.4282.83-4.3164.787.15-0.1750.076.39-0.1458.8283.13-5.3457.1184.89-4.3164.787.1519.85-131.6936.36
23Q2 (15)1090.00.0-0.31-321.43-181.82-0.3111.43-1650.0-0.17-221.4369.092.7517.52-47.929.99-29.1-34.71-12.432.81-1875.71-12.21-303.84-419.57-0.34-13.33-950.0-0.34-326.67-209.09-12.45-228.35-636.69-12.21-303.84-419.5735.23-108.6240.63
23Q1 (14)1093.8117.20.14104.18129.17-0.3569.83-105.880.14102.99129.172.3452.94-56.4214.09156.186.99-12.7958.62-224.625.99102.61171.31-0.336.17-42.860.15104.29134.099.70105.48212.535.99102.61171.317.07-118.31-10.16
22Q4 (13)105-3.6722.09-3.35-340.79-371.83-1.16-90.16-262.5-4.68-249.25-143.751.53-38.8-62.035.50-7.56-59.68-30.91-7.89-226.4-229.43-583.85-1386.91-0.4734.72-23.68-3.5-321.69-473.77-177.03-400.79-1011.3-229.43-583.85-1386.91-45.72-465.85-1620.08
22Q3 (12)1090.018.48-0.76-590.91-744.44-0.61-3150.0-1116.67-1.34-143.64-8.062.5-52.65-59.945.95-61.11-59.41-28.65-4192.86-2681.08-33.55-1327.66-2121.85-0.72-1900.0-1128.57-0.83-654.55-937.5-35.35-1991.72-3143.12-33.55-1327.66-2121.85-27.16-256.91-1519.12
22Q2 (11)10917.232.93-0.1177.0878.430.02111.76106.45-0.55-14.5854.555.28-1.68-15.1115.3016.1761.90.70117.77113.11-2.3572.0265.540.04119.05112.12-0.1175.073.81-1.6980.3974.59-2.3572.0265.5415.7954.7379.32
22Q1 (10)938.1420.78-0.4832.3931.43-0.1746.8861.36-0.4875.031.435.3733.25-3.9413.17-3.45115.9-3.9458.3956.22-8.4045.5613.76-0.2144.7458.0-0.4427.8718.52-8.6245.8913.71-8.4045.5613.76-1.09-328.25-293.23
21Q4 (9)86-6.5211.69-0.71-688.8910.13-0.32-633.3338.46-1.92-54.849.04.03-35.42-35.6213.64-6.9670.07-9.47-953.15-34.52-15.43-921.85-58.26-0.38-642.8613.64-0.61-662.5-1.67-15.93-1361.47-112.97-15.43-921.85-58.26-17.55-303.27-256.99
21Q3 (8)9212.219.48-0.0982.35-160.00.06119.35-45.45-1.24-2.486.066.240.324.014.6655.13-4.061.11120.79-62.12-1.5177.86-183.430.07121.21-61.11-0.0880.95-172.73-1.0983.61-138.65-1.5177.86-183.435.7954.7474.45
21Q2 (7)826.497.89-0.5127.1446.32-0.3129.5531.11-1.21-72.8617.696.2211.278.369.4554.92264.86-5.3440.6742.52-6.8229.9846.59-0.3334.037.74-0.4222.2242.47-6.6533.4350.67-6.8229.9846.590.2919.2722.46
21Q1 (6)770.00.0-0.7011.39-34.62-0.4415.38-29.41-0.7066.82-34.625.59-10.731.846.10-23.94-17.9-9.00-27.84-26.4-9.740.1-1.46-0.5-13.64-66.67-0.5410.0-35.0-9.99-33.56-27.59-9.740.1-1.46-3.18-307.64-278.68
20Q4 (5)770.00.0-0.79-626.67-564.71-0.52-572.73-292.59-2.11-59.85-329.356.264.33-22.438.02-47.51-30.8-7.04-340.27-255.07-9.75-638.67-737.25-0.44-344.44-218.92-0.6-645.45-561.54-7.48-365.25-399.2-9.75-638.67-737.25--0.00
20Q3 (4)771.320.00.15115.790.00.11124.440.0-1.3210.20.06.04.530.015.28489.960.02.93131.540.01.81114.170.00.18133.960.00.11115.070.02.82120.920.01.81114.170.0--0.00
20Q2 (3)76-1.30.0-0.95-82.690.0-0.45-32.350.0-1.47-182.690.05.7435.380.02.59-65.140.0-9.29-30.480.0-12.77-33.020.0-0.53-76.670.0-0.73-82.50.0-13.48-72.160.0-12.77-33.020.0--0.00
20Q1 (2)770.00.0-0.52-405.880.0-0.34-225.930.0-0.52-156.520.04.24-47.460.07.43-35.890.0-7.12-256.830.0-9.60-727.450.0-0.3-181.080.0-0.4-407.690.0-7.83-413.20.0-9.60-727.450.0--0.00
19Q4 (1)770.00.00.170.00.00.270.00.00.920.00.08.070.00.011.590.00.04.540.00.01.530.00.00.370.00.00.130.00.02.500.00.01.530.00.0--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)
2024/110.318.51-65.34.74-54.461.0N/A訂單減少
2024/100.29-29.89-73.034.43-53.441.12N/A訂單減少
2024/90.41-5.48-52.744.14-50.981.270.39訂單減少
2024/80.430.97-72.543.74-50.781.290.39訂單減少
2024/70.43-1.78-53.983.3-45.111.160.43訂單減少
2024/60.4344.69-50.792.88-43.490.990.68訂單減少
2024/50.315.95-69.852.44-41.950.960.71訂單減少
2024/40.26-35.94-70.212.14-33.291.230.55訂單減少
2024/30.4-28.03-60.111.88-19.571.880.29訂單減少
2024/20.56-38.62-23.791.4811.432.60.21-
2024/10.92-18.2155.580.9255.582.930.18訂單增加
2023/121.1225.3168.7911.53-22.053.070.22訂單增加
2023/110.89-15.65116.0610.41-26.322.820.24訂單增加
2023/101.0622.8486.929.51-30.623.490.19訂單增加
2023/90.86-45.089.198.45-35.693.360.4-
2023/81.5769.2471.537.59-38.563.380.4訂單增加
2023/70.935.0417.326.02-47.372.810.48-
2023/60.88-11.37-33.15.09-52.182.750.47訂單減少
2023/51.014.57-49.774.21-54.882.880.44訂單減少
2023/40.87-14.21-55.883.21-56.262.620.49訂單減少
2023/31.0137.5-51.092.34-56.42.340.69訂單減少
2023/20.7425.3-46.371.33-59.741.990.81訂單減少
2023/10.59-11.27-69.320.59-69.321.670.97訂單減少
2022/120.6660.4-56.1114.79-33.031.641.22訂單減少
2022/110.41-27.03-66.2814.12-31.331.771.14訂單減少
2022/100.57-28.24-56.1113.71-29.122.270.88訂單減少
2022/90.79-13.73-59.5113.14-27.192.56.16訂單減少
2022/80.9215.76-60.2512.35-23.273.035.08訂單減少
2022/70.79-40.11-60.1911.44-17.094.13.76訂單減少
2022/61.32-33.45-32.1910.65-9.845.282.76-
2022/51.990.63-13.619.33-5.436.032.41-
2022/41.97-4.880.057.34-2.945.422.69-
2022/32.0750.781.915.37-4.05.372.56-
2022/21.38-28.33-10.683.29-7.394.812.85-
2022/11.9226.96-4.881.92-4.884.662.95-
2021/121.5123.21-31.1722.08-0.694.033.28-
2021/111.23-5.0-40.420.572.644.472.96-
2021/101.29-33.81-35.5319.347.575.552.38-
2021/91.95-15.2912.5718.0512.976.242.05-
2021/82.315.936.6816.113.026.242.05-
2021/71.992.0-5.6913.814.166.232.05-
2021/61.95-15.2216.1711.8118.356.221.95-
2021/52.316.5517.129.8618.796.31.92-
2021/41.97-3.12-6.087.5619.315.552.19-
2021/32.0432.141.655.5931.885.592.0-
2021/21.54-23.68157.843.5658.925.751.94本月營收較去年同期成長,主要係客戶需求與出貨量增加。
2021/12.02-8.1222.932.0222.936.271.78-
2020/122.26.670.9722.24-18.936.261.67-
2020/112.062.76-31.7120.04-20.645.81.81-
2020/102.015.57-30.417.98-19.145.91.78-
2020/91.73-19.73-41.8115.98-17.476.01.73-
2020/82.162.48-21.8414.25-13.045.941.75-
2020/72.1125.66-18.2112.09-11.265.751.81-
2020/61.68-14.53-36.419.98-9.645.741.83-
2020/51.96-6.53-14.928.3-1.246.061.73-
2020/42.14.8533.086.343.924.72.23-
2020/32.0235.1814.124.24-6.244.242.49-
2020/20.6-63.61-42.962.24-19.154.412.39-
2020/11.64-24.53-4.671.64-4.670.0N/A-
2019/122.18-27.85-8.6227.43-4.050.0N/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)1093.81-1.050-1.22011.53-21.4611.67-2.02-10.570-9.960-1.220-1.030-1.140
2022 (9)10522.09-4.680-1.94014.68-33.5111.919.87-9.290-33.580-1.360-4.150-4.890
2021 (8)8611.69-1.920-1.03022.08-0.7210.8427.98-5.200-7.630-1.150-1.680-1.650
2020 (7)770.0-2.110-1.20022.24-18.928.47-28.16-4.950-7.380-1.10-1.40-1.610
2019 (6)776.940.83-27.830.66-12.027.43-4.0611.790.433.52-16.982.53-17.860.96-20.660.96-25.00.71-20.22
2018 (5)7218.031.15-34.660.75-40.9428.5947.1411.74-31.224.24-40.283.08-50.161.21-12.321.285.790.89-26.45
2017 (4)6117.311.7623.941.2778.8719.4374.5717.07-18.447.10-1.256.18-25.811.3872.51.2124.741.2128.72
2016 (3)524.01.422740.00.711320.011.1343.820.9311.937.191041.278.335453.330.81500.00.974750.00.944600.0
2015 (2)500.00.0500.0507.7417.6318.7019.490.6300.1500.0500.0200.020
2014 (1)500.0-2.400-0.4906.5842.4215.650-7.100-18.500-0.470-1.150-1.210

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