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)1431.422.145.39-10.470.195.22-0.1929.2116.4748.5124.8735.935.659.6838.13-1.8311.2627.00-3.515.5821.56-14.04-4.69.71.8926.87.7-9.622.1227.68-10.85-3.6521.56-14.04-4.612.204.2525.05
24Q2 (19)1410.712.176.0218.9745.415.2350.2953.3711.09119.1742.5434.0118.7519.838.8410.524.8927.9821.8142.3225.084.3326.359.5244.6870.618.5219.8349.4731.052.037.7625.084.3326.355.2332.6114.07
24Q1 (18)1401.452.945.0646.2439.393.48-22.152.965.06-69.539.3928.64-8.291.3835.15-0.856.8122.97-3.496.2924.0465.4537.376.58-11.447.877.1148.4343.9330.4462.9638.4324.0465.4537.37-6.485.28-5.75
23Q4 (17)138-1.432.993.46-35.69-33.464.4710.64-18.5816.5925.78-15.131.23-4.67-8.7635.453.44-11.1123.801.88-19.8414.53-35.71-29.057.43-2.88-26.874.79-36.47-31.1818.68-34.98-31.114.53-35.71-29.055.36-2.8714.56
23Q3 (16)1401.455.265.3829.95-10.784.0418.481.2513.1969.54-8.2832.7615.390.9234.2710.19-0.5823.3618.82-2.9122.6013.85-9.097.6537.1-2.057.5432.28-6.3428.7327.46-8.1222.6013.85-9.097.9522.009.69
23Q2 (15)1381.473.764.1414.05-15.513.410.89-14.967.78114.33-6.8328.390.5-0.3931.10-5.5-16.6419.66-9.02-25.0819.8513.43-15.965.58-8.52-25.45.715.38-12.7122.542.5-22.319.8513.43-15.96-8.48-8.07-18.77
23Q1 (14)1361.4912.43.63-30.19-4.473.38-38.4337.963.63-81.42-4.4728.25-17.4712.4232.91-17.486.221.61-27.2111.1117.50-14.55-7.416.1-39.9624.744.94-29.027.3921.99-18.89-7.7217.50-14.55-7.41-6.01-21.98-0.42
22Q4 (13)1340.7510.745.20-13.7688.415.4937.59115.2919.5435.8897.7734.235.4539.3739.8815.6929.129.6923.450.9420.48-17.6244.4310.1630.09110.356.96-13.54109.0127.11-13.347.520.48-17.6244.439.674.6518.55
22Q3 (12)1330.09.926.0323.0688.443.99-0.549.4414.3872.22101.6832.4613.8939.7934.47-7.610.7324.06-8.316.4624.865.2541.017.814.4148.768.0523.28107.4731.277.7936.9124.865.2541.0113.6526.0031.59
22Q2 (11)1339.929.924.9028.95128.974.0163.6779.828.35119.74113.0128.513.4131.437.3120.3927.2526.2434.9148.8423.6224.9794.087.4852.9795.816.5341.96152.1229.0121.7495.2223.6224.9794.087.8733.3129.88
22Q1 (10)1210.00.03.8037.68112.292.45-3.9241.623.80-61.54112.2925.132.3235.5430.990.320.9819.45-1.1212.7518.9033.2961.684.891.2452.814.638.14112.9623.8329.6553.5418.9033.2961.684.0411.96-4.21
21Q4 (9)1210.00.02.76-13.75105.972.55-4.4968.879.8838.5719.6124.565.7743.3730.89-9.7311.0419.67-12.9631.8414.18-19.5756.864.83-8.088.673.33-14.18105.5618.38-19.5356.2914.18-19.5756.866.4117.897.62
21Q3 (8)1210.00.03.2049.53101.262.6719.7368.997.1381.892.8923.227.0538.8834.2216.7118.022.6028.1942.2317.6344.8660.865.2537.4397.373.8849.81102.0822.8453.764.9117.6344.8660.8612.0234.5424.31
21Q2 (7)1210.00.02.1419.551.422.2328.99.853.92118.99-7.7621.6916.9921.2429.32-4.46-3.6817.632.2-3.8212.174.11-14.243.8219.3816.462.5919.911.5714.86-4.25-9.2812.174.11-14.2412.6126.5621.73
21Q1 (6)1210.00.01.7933.58-16.361.7314.5725.361.79-78.33-16.3618.548.2310.8930.6910.324.2517.2515.627.1411.6929.31-23.693.225.018.962.1633.33-16.2815.5231.97-21.2611.6929.31-23.695.348.935.07
20Q4 (5)1210.01.681.34-15.72-26.371.51-4.43-20.948.2619.1926.1117.132.4512.1827.82-4.07-17.5214.92-6.1-31.629.04-17.52-36.292.56-3.76-23.121.62-15.62-25.3511.76-15.09-35.219.04-17.52-36.29--0.00
20Q3 (4)1210.00.01.59-24.640.01.58-22.170.06.9363.060.016.72-6.540.029.00-4.730.015.89-13.310.010.96-22.760.02.66-18.90.01.92-24.710.013.85-15.450.010.96-22.760.0--0.00
20Q2 (3)1210.00.02.11-1.40.02.0347.10.04.2598.60.017.897.00.030.443.40.018.3313.850.014.19-7.380.03.2821.930.02.55-1.160.016.38-16.890.014.19-7.380.0--0.00
20Q1 (2)1211.680.02.1417.580.01.38-27.750.02.14-67.330.016.729.50.029.44-12.720.016.10-26.210.015.327.960.02.69-19.220.02.5818.890.019.718.60.015.327.960.0--0.00
19Q4 (1)1190.00.01.820.00.01.910.00.06.550.00.015.270.00.033.730.00.021.820.00.014.190.00.03.330.00.02.170.00.018.150.00.014.190.00.0--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)
2024/1013.18.7826.21111.6911.9337.17N/A-
2024/912.040.1317.0798.5810.2735.930.86-
2024/812.031.442.9286.549.3935.40.88-
2024/711.862.949.8974.5110.5134.870.89-
2024/611.520.1714.162.6510.6234.010.82-
2024/511.54.5523.8351.149.8733.440.83-
2024/411.00.4922.0839.646.3929.820.94-
2024/310.9438.810.1728.641.3928.640.87-
2024/27.88-19.7-13.5517.7-3.3628.450.88-
2024/19.82-8.76.729.826.7230.660.82-
2023/1210.756.55-4.55120.630.2531.230.79-
2023/1110.09-2.78-15.58109.870.7530.760.81-
2023/1010.380.9-5.6599.782.7632.360.77-
2023/910.29-11.97-14.5989.43.8432.760.84-
2023/811.698.314.1479.116.8332.570.84-
2023/710.796.8917.3467.427.3130.170.91-
2023/610.098.71-8.1256.645.628.390.98-
2023/59.283.072.7646.549.1328.220.99-
2023/49.01-9.316.1837.2610.8428.060.99-
2023/39.938.915.6428.2512.4228.251.07-
2023/29.12-0.8632.7618.3216.4729.581.02-
2023/19.2-18.353.849.23.8432.420.93-
2022/1211.27-5.7627.19120.3236.734.230.98-
2022/1111.968.6546.8109.0537.7735.00.96-
2022/1011.0-8.6545.6497.136.7334.270.98-
2022/912.057.3355.7186.0935.6732.461.06因客戶端需求成長,致本月較去年同期增加百分比達50%以上。
2022/811.2222.0346.674.0532.8931.41.09-
2022/79.2-16.317.3562.8330.7129.221.18-
2022/610.9921.5945.353.6333.3128.51.14-
2022/59.036.523.9942.6530.5326.921.21-
2022/48.48-9.7723.8933.6132.4124.751.32-
2022/39.436.8640.125.1335.5625.131.14-
2022/26.87-22.4523.5115.7332.9824.591.16-
2022/18.860.041.388.8641.3825.861.11-
2021/128.868.7636.4288.0128.5624.561.08-
2021/118.147.7944.9879.1527.7423.431.13-
2021/107.55-2.3350.4871.0126.0222.941.15因客戶端需求成長,致本月較去年同期增加百分比達50%以上。
2021/97.741.0635.4463.4523.6323.221.01-
2021/87.65-2.336.8555.7222.1523.051.02-
2021/77.843.6344.7648.0620.122.681.03-
2021/67.563.7628.7740.2316.2421.690.94-
2021/57.296.4124.9832.6713.6820.840.98-
2021/46.852.0310.5725.3810.819.121.07-
2021/36.7120.652.6118.5410.8918.540.97-
2021/25.56-11.2319.4811.8316.2118.320.98-
2021/16.27-3.513.456.2713.4518.380.98-
2020/126.4915.5829.0468.4524.7217.130.97-
2020/115.6211.8811.161.9624.2816.351.02-
2020/105.02-12.09-3.1356.3525.7716.321.02-
2020/95.712.1116.4651.3229.5516.720.99-
2020/85.593.3323.345.6131.416.880.98-
2020/75.41-7.8122.7140.0232.6217.110.97-
2020/65.870.7227.4934.6134.3217.890.91-
2020/55.83-5.8529.0428.7435.818.560.88-
2020/46.19-5.357.8222.9137.6417.390.94因新增子公司營收,致本月較去年同期增加達50%以上。
2020/36.5440.4857.0716.7231.4116.720.95因新增子公司營收,致本月較去年同期增加達50%以上。
2020/24.65-15.7132.810.1818.9315.211.04-
2020/15.529.759.35.529.315.611.01-
2019/125.03-0.4814.7154.8917.220.0N/A-
2019/115.06-2.4523.5549.8517.480.0N/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)1382.9916.28-12.6615.31-3.95120.630.2633.51-6.7922.19-12.0118.67-15.4426.77-11.7727.86-17.322.98-12.09
2022 (9)13410.7418.6498.0915.9473.45120.3236.7135.9514.7125.2229.822.0856.9330.3477.4333.69111.6226.14118.56
2021 (8)1210.09.4114.349.1941.1788.0128.5831.347.3319.4318.8414.07-1.8117.152.8215.9234.0111.9619.6
2020 (7)1211.688.2327.996.5120.5668.4524.729.20-3.6316.35-6.7814.330.7711.1916.3211.8822.2210.028.04
2019 (6)11911.216.4357.215.4099.2654.8917.2430.3023.9817.5462.2614.2234.919.6290.129.7258.567.8158.1
2018 (5)1070.944.0987.612.7113.8746.8227.8524.44-5.8910.812.1710.5465.725.0630.756.13118.154.94112.02
2017 (4)1060.952.18-5.222.3868.7936.628.1225.977.5410.5839.216.36-11.673.8750.02.81-6.332.33-4.51
2016 (3)105-0.942.308.491.4169.8833.872.3324.158.157.6058.07.205.262.5862.263.011.942.447.96
2015 (2)1060.02.12-44.210.83-63.7633.1-10.8822.33-13.054.81-54.496.84-37.531.59-59.442.68-43.342.26-44.47
2014 (1)1060.03.8040.222.295.5337.144.5625.68010.57010.9503.927.994.7338.714.0740.83

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