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)1788.549.27.0715.3355.738.0743.5935.8616.8874.249.91142.599.828.4329.334.349.8913.9722.3329.958.8214.5556.9419.9234.3240.8812.5725.4569.6412.7111.252.48.8214.5556.947.1643.7638.07
24Q2 (19)1640.611.866.1372.19122.915.6232.5586.719.69172.1944.41129.844.49-0.1528.116.7228.2411.4228.8980.77.7065.59127.8114.8334.780.6310.0272.46127.2111.4353.01104.117.7065.59127.813.1942.6026.50
24Q1 (18)1631.244.493.5613.02-11.224.2420.45-15.713.56-75.23-11.22124.261.89-2.1726.347.423.388.8624.96-1.124.6512.05-5.6811.0127.28-3.175.8114.37-7.487.4722.069.054.6512.05-5.68-2.68-8.80-10.15
23Q4 (17)161-1.235.233.15-30.62-47.593.52-40.74-44.5714.3727.62-42.57121.96-7.25-10.3324.52-8.13-6.667.09-34.05-33.434.15-26.16-38.78.65-38.83-40.35.08-31.44-44.96.12-26.62-32.974.15-26.16-38.7-3.0617.2328.30
23Q3 (16)1631.245.164.5465.09-40.585.9497.34-8.911.2667.81-41.17131.51.12-9.4726.6921.763.6510.7570.090.195.6266.27-30.9614.1472.23-9.247.4168.03-37.428.3448.93-23.425.6266.27-30.961.7516.8428.59
23Q2 (15)1613.215.232.75-31.42-65.283.01-40.16-56.256.7167.33-41.45130.042.38-6.8721.92-13.97-16.216.32-29.46-47.63.38-31.44-60.928.21-27.79-51.224.41-29.78-63.525.60-18.25-53.13.38-31.44-60.92-2.12-32.35-30.47
23Q1 (14)1561.964.74.01-33.2814.575.03-20.7955.254.01-83.9714.57127.02-6.618.8725.48-3.015.388.96-15.8722.074.93-27.1810.5411.37-21.5332.836.28-31.8920.086.85-24.97-0.444.93-27.1810.54-6.49-27.31-11.70
22Q4 (13)153-1.2914.186.01-21.3441.416.35-2.6190.6925.0230.7264.39136.01-6.3770.0326.272.0214.0210.65-0.7510.716.77-16.83-4.1114.49-7.088.439.22-22.1362.049.13-16.16-1.936.77-16.83-4.11-1.17-12.44-3.92
22Q3 (12)1551.3115.677.64-3.5468.286.52-5.23100.6219.1467.0273.68145.264.0395.925.75-1.578.8310.73-11.038.828.14-5.90.015.58-7.43113.1311.84-2.0795.3810.89-8.796.568.14-5.90.011.8661.3853.56
22Q2 (11)1532.6814.187.92126.2991.776.88112.35104.1511.46227.4376.85139.6319.6899.0226.168.199.8712.0664.3112.088.6593.9511.1816.8396.61122.9112.09131.17119.4211.9473.5518.458.6593.9511.1832.7754.3254.82
22Q1 (10)14911.1912.883.50-17.6548.943.24-2.7105.063.50-77.048.94116.6745.8690.224.184.958.927.34-23.711.894.46-36.83-11.168.5611.31112.415.23-8.0868.716.88-26.1-2.274.46-36.83-11.1626.87-12.02-0.12
21Q4 (9)1340.02.294.25-6.39-5.563.332.46-10.7215.2238.118.6479.997.8827.6423.04-2.62-6.919.62-2.43-16.577.06-13.27-24.417.695.26.365.69-6.11-3.079.31-8.9-9.617.06-13.27-24.416.791.77-0.55
21Q3 (8)1340.03.084.549.9318.543.25-3.56-3.8511.0270.0616.1274.155.6922.5823.66-0.63-9.949.86-8.36-20.168.144.63-0.737.31-3.18-2.146.069.9821.210.221.39-4.318.144.63-0.7310.0442.8354.87
21Q2 (7)1341.523.084.1375.746.993.37113.2926.696.48175.7414.2970.1614.3833.1623.817.25-9.4310.7664.02-4.017.7854.98-18.197.5587.3427.755.5177.749.5410.0843.18-14.367.7854.98-18.196.1313.9827.83
21Q1 (6)1320.760.762.35-47.7829.831.58-57.641.282.35-83.2329.8361.34-2.1223.8422.20-10.3-7.236.56-43.1-15.145.02-46.255.684.03-44.265.223.1-47.1930.87.04-31.651.885.02-46.255.680.74-15.15-23.64
20Q4 (5)1310.7710.084.5017.498.433.7310.360.8114.0147.63-9.8562.673.67.0724.75-5.79-5.2811.53-6.64-8.499.3413.913.217.23-3.21-2.035.8717.419.3110.30-3.565.429.3413.913.21--0.00
20Q3 (4)1300.00.03.83-0.780.03.3827.070.09.4967.370.060.4914.80.026.27-0.080.012.3510.170.08.20-13.770.07.4726.40.05.0-0.60.010.68-9.260.08.20-13.770.0--0.00
20Q2 (3)130-0.760.03.86113.260.02.6670.510.05.67213.260.052.696.380.026.299.860.011.2145.020.09.51100.210.05.9154.310.05.03112.240.011.7770.330.09.51100.210.0--0.00
20Q1 (2)13110.080.01.81-56.390.01.56-57.840.01.81-88.350.049.53-15.380.023.93-8.420.07.73-38.650.04.75-42.420.03.83-48.10.02.37-51.830.06.91-29.270.04.75-42.420.0--0.00
19Q4 (1)1190.00.04.150.00.03.700.00.015.540.00.058.530.00.026.130.00.012.600.00.08.250.00.07.380.00.04.920.00.09.770.00.08.250.00.0--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)
2024/1149.110.018.53494.374.26144.12N/A-
2024/1049.117.09.46445.262.89140.6N/A-
2024/945.90.676.61396.152.13141.590.76-
2024/845.59-9.014.73350.251.57138.40.78-
2024/750.1117.3212.38304.661.12136.010.79-
2024/642.71-1.13-0.1254.56-0.83130.920.81-
2024/543.2-4.04-2.29211.85-0.97130.920.81-
2024/445.025.44.48168.66-0.63126.090.84-
2024/342.7111.32-6.75123.64-2.37123.640.8-
2024/238.37-9.86-4.2880.930.09115.810.85-
2024/142.5622.014.4142.564.41118.880.83-
2023/1234.88-15.79-13.03509.03-5.14121.180.83-
2023/1141.43-7.66-13.46474.15-4.5129.340.78-
2023/1044.874.21-5.0432.72-3.54131.440.77-
2023/943.05-1.09-12.92387.85-3.37131.160.85-
2023/843.53-2.36-4.69344.81-2.03130.860.85-
2023/744.584.28-9.99301.28-1.63131.540.85-
2023/642.75-3.3-15.64256.7-0.02130.040.89-
2023/544.212.61-4.97213.953.81133.10.87-
2023/443.08-5.94-0.03169.746.38128.970.9-
2023/345.814.264.93126.658.75126.650.96-
2023/240.08-1.66-1.4780.8511.04120.961.0-
2023/140.761.6226.8940.7626.89128.750.94-
2022/1240.11-16.2139.3536.6287.08135.220.91本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/1147.881.3677.23496.5192.41144.550.85本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/1047.23-4.4689.67448.6494.18142.340.87本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/949.448.2485.62401.494.73144.640.89本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/845.67-7.7984.29351.9796.08145.890.88本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/749.53-2.26115.73306.2997.97146.740.88本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/650.688.93110.5256.7694.87140.30.91本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/546.527.94100.83206.0891.38133.270.96本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/443.1-1.2685.99159.5688.79127.431.01本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/343.657.28100.35116.4689.84116.460.99本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/240.6826.64121.0172.8184.06101.61.13本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2022/132.1211.5651.8932.1251.8987.931.31本公司1/20完成德商LEONI集團旗下工業應用事業群收購。
2021/1228.796.5944.13286.8427.0380.710.79-
2021/1127.018.4826.55258.0425.3778.550.81-
2021/1024.9-6.514.95231.0325.2376.320.84-
2021/926.637.4730.34206.1326.674.380.76-
2021/824.787.9323.56179.526.0671.820.79-
2021/722.96-4.6313.91154.7226.4770.20.81-
2021/624.083.9236.84131.7528.9570.410.71-
2021/523.17-0.0234.6107.6827.3168.120.73-
2021/423.176.3529.6184.5125.4463.370.79-
2021/321.7918.3531.4761.3423.9461.340.78-
2021/218.41-12.956.4139.5620.1559.530.81-
2021/121.155.8535.3521.1535.3562.470.77-
2020/1219.98-6.47.61225.8-2.3362.980.74-
2020/1121.35-1.4612.9205.82-3.263.440.73-
2020/1021.666.015.26184.48-4.7762.150.75-
2020/920.431.881.67162.82-5.9660.640.71-
2020/820.06-0.496.67142.38-6.9757.80.75-
2020/720.1614.564.5122.33-8.8854.960.79-
2020/617.592.22-13.63102.17-11.1252.680.9-
2020/517.21-3.72-9.1884.58-10.5851.660.92-
2020/417.887.88-14.6167.37-10.9451.750.91-
2020/316.57-4.2-12.7149.49-9.5349.490.8-
2020/217.310.712.3432.92-7.8451.490.77-
2020/115.62-15.83-16.9915.62-16.990.0N/A-
2019/1218.56-1.8-1.76231.28.280.0N/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)1615.2313.78-40.8117.48-23.97510.52-5.0324.65-3.98.30-19.574.53-36.4742.37-23.634.42-34.9723.17-39.63
2022 (9)15314.1823.2861.1122.9999.39537.5788.225.6510.5110.3210.857.130.7155.46108.6552.93100.4238.3888.51
2021 (8)1342.2914.458.8111.531.68285.6426.7423.21-8.419.31-14.197.08-12.3826.588.7126.4117.1220.3611.38
2020 (7)13110.0813.28-9.7811.345.19225.38-2.425.344.0210.853.938.081.5124.451.4522.55-3.4318.28-0.87
2019 (6)1191.7114.7229.6910.7845.09230.927.9524.3613.5110.4424.887.9621.7124.134.7123.3525.6718.4432.47
2018 (5)1177.3411.359.667.439.43213.9237.1421.46-12.128.36-15.986.54-13.6117.8915.2718.5822.013.9217.97
2017 (4)10910.110.3524.856.7957.91155.9969.4124.42-18.059.95-10.047.57-23.3815.5252.4615.2331.0711.829.67
2016 (3)997.618.290.364.3031.992.089.429.8011.911.0618.429.889.4110.1829.5211.6220.419.119.74
2015 (2)928.248.2615.693.260.3184.1712.526.63-4.389.34-10.289.039.457.860.99.6518.127.623.18
2014 (1)8510.397.140.993.25-6.6174.825.227.85010.4108.2507.790.398.1713.316.179.4

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