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)8260.360.360.68-13.9217.240.42-52.27-27.591.5974.733.2581.9-5.695.0812.34-18.49-7.084.62-45.33-28.75.74-11.5613.893.78-48.5-25.155.62-14.0718.577.20-5.7612.155.74-11.5613.8917.63272.21115.17
24Q2 (19)8230.00.00.79558.3312.860.88282.611.150.91658.33-5.2186.8440.957.2115.1465.83-1.058.45736.63-4.746.49441.587.817.341083.872.236.54574.2313.547.641628.08.066.49441.587.818.77240.08108.22
24Q1 (18)8230.00.00.12-78.18-53.850.23-66.18-54.00.12-94.26-53.8561.61-23.41-7.629.13-36.2-28.391.01-85.17-83.22-1.90-146.68-202.70.62-88.69-84.540.97-78.59-54.67-0.50-109.19-116.61-1.90-146.68-202.7-10.10-41.68-24.47
23Q4 (17)8230.00.00.55-5.1783.330.6817.240.02.0935.71-40.4680.443.214.914.317.7621.076.815.0950.334.07-19.25640.05.488.5157.934.53-4.4386.425.44-15.261195.244.07-19.25640.0-0.28-11.16-8.04
23Q3 (16)8230.00.00.58-17.141.750.58-33.33-3.331.5460.42-52.0277.94-3.7825.4513.28-13.20.06.48-26.94-19.35.04-16.28-24.325.05-29.671.24.74-17.711.946.42-9.19-15.085.04-16.28-24.328.8476.0420.34
23Q2 (15)8230.00.00.70169.23-38.60.8774.0-26.890.96269.23-63.7781.021.46-1.7115.3020.0-13.228.8747.34-27.356.02225.41-45.527.1879.05-28.635.76169.16-38.797.07134.88-39.476.02225.41-45.524.2277.9523.77
23Q1 (14)8230.00.00.26-13.33-82.670.50-26.47-67.950.26-92.59-82.6766.69-13.03-33.4612.757.87-31.66.0232.89-57.061.85236.36-84.844.0115.56-71.462.14-11.93-82.733.01616.67-77.71.85236.36-84.845.20-30.35-6.57
22Q4 (13)8230.00.00.30-47.37-70.30.6813.33-33.983.519.3558.1176.6823.42-19.6911.82-10.99-26.494.53-43.59-54.70.55-91.74-93.663.47-30.46-63.662.43-47.74-70.90.42-94.44-95.720.55-91.74-93.66-0.59-48.69-18.12
22Q3 (12)8230.00.00.57-50.0147.830.60-49.58160.873.2121.13167.562.13-24.6116.0913.28-24.6717.428.03-34.2349.266.66-39.7380.984.99-50.473.264.65-50.58147.347.56-35.2741.046.66-39.7380.98-21.20-37.00-36.65
22Q2 (11)8230.00.01.14-24.0192.311.19-23.72190.242.6576.67170.4182.41-17.7847.3717.63-5.4230.312.21-12.9163.0211.05-9.4382.6410.06-28.4140.19.41-24.05192.2411.68-13.4863.1311.05-9.4382.64-6.4112.2513.87
22Q1 (10)8230.00.01.5048.51158.621.5651.46129.411.50-32.43158.62100.234.9757.7718.6415.9219.1814.0240.238.6712.2040.7253.8514.0547.12118.8512.3948.38157.5913.5037.6152.5412.2040.7253.8541.69193.82199.64
21Q4 (9)8230.00.01.01339.13106.121.03347.83101.962.2285.018.7295.4878.435.5916.0842.1810.5910.0085.8740.858.67135.644.989.55231.691.08.35344.15106.179.8183.0242.388.67135.644.9837.05149.05151.97
21Q3 (8)8230.00.00.23-41.03-51.060.23-43.9-54.01.2022.45-13.0453.52-4.29-6.2511.31-16.41-21.075.38-28.17-36.853.68-39.17-50.142.88-31.26-40.861.88-41.61-51.925.36-25.14-33.583.68-39.17-50.14-8.13-36.89-41.80
21Q2 (7)8230.0-0.240.39-32.76-17.020.41-39.71-2.380.9868.978.8955.92-11.9821.5913.53-13.49-13.387.49-25.915.26.05-23.71-33.884.19-34.7428.133.22-33.06-17.017.16-19.1-10.056.05-23.71-33.88-10.88-7.19-3.19
21Q1 (6)8230.00.00.5818.3734.880.6833.3341.670.58-68.9834.8863.53-9.7846.4215.647.57-7.1810.1142.39-2.037.9332.61-6.926.4228.443.34.8118.7735.888.8528.45-6.057.9332.61-6.926.7911.3217.66
20Q4 (5)8230.00.00.494.26372.220.512.0325.01.8735.511458.3370.4223.3525.9114.541.4720.467.10-16.6741.155.98-18.97334.515.02.6777.944.053.58366.456.89-14.621200.05.98-18.97334.51--0.00
20Q3 (4)823-0.240.00.470.00.00.5019.050.01.3853.330.057.0924.140.014.33-8.260.08.5219.660.07.38-19.340.04.8748.930.03.910.770.08.071.380.07.38-19.340.0--0.00
20Q2 (3)8250.240.00.479.30.00.42-12.50.00.90109.30.045.995.990.015.62-7.30.07.12-31.010.09.157.390.03.27-27.010.03.889.60.07.96-15.50.09.157.390.0--0.00
20Q1 (2)8230.00.00.43338.890.00.48300.00.00.43258.330.043.39-22.420.016.8539.60.010.32105.170.08.52434.120.04.4859.430.03.54332.890.09.421677.360.08.52434.120.0--0.00
19Q4 (1)8230.00.0-0.180.00.00.120.00.00.120.00.055.930.00.012.070.00.05.030.00.0-2.550.00.02.810.00.0-1.520.00.00.530.00.0-2.550.00.0--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)
2024/1126.614.41-1.94282.441.1377.76N/A-
2024/1025.48-0.71-3.79255.831.4776.65N/A-
2024/925.670.64-17.17230.352.0981.93.82-
2024/825.5-17.01-1.67204.685.1586.843.6-
2024/730.730.446.24179.186.289.923.48-
2024/630.617.088.33148.450.5186.843.48-
2024/528.583.368.45117.84-1.3379.63.8-
2024/427.6518.324.7689.26-4.1168.184.43-
2024/323.3736.13-4.2761.61-7.6261.615.04-
2024/217.16-18.56-19.6538.24-9.5565.124.77-
2024/121.08-21.580.7521.080.7575.094.13-
2023/1226.88-0.944.95306.14-4.780.513.13-
2023/1127.142.4432.49279.26-5.5484.622.98-
2023/1026.49-14.52-12.84252.12-8.3783.423.02-
2023/930.9919.4746.25225.63-7.8177.943.21-
2023/825.9423.4324.43194.64-12.9475.23.32-
2023/721.01-25.624.54168.71-16.7875.623.31-
2023/628.257.22.85147.69-19.1381.03.04-
2023/526.35-0.14-12.79119.44-23.0277.163.19-
2023/426.398.126.7793.09-25.572.173.41-
2023/324.4114.26-39.9566.69-33.4666.693.58-
2023/221.362.11-33.8342.28-29.0367.893.52-
2023/120.92-18.31-23.3420.92-23.3467.013.57-
2022/1225.6125.04-16.78321.2619.6776.493.25-
2022/1120.48-32.6-42.47295.6524.3972.063.45-
2022/1030.3943.434.47275.1736.1872.433.43-
2022/921.191.65-1.24244.7741.5162.134.58-
2022/820.843.729.68223.5847.5768.414.16-
2022/720.1-26.8225.69202.7449.6977.793.66-
2022/627.47-9.1169.18182.6452.982.413.3本月及本年累計較去年同期增加50%以上,主係交屋增加所致。
2022/530.2222.2653.85155.1750.3495.592.84本月及本年累計較去年同期增加50%以上,主係交屋增加所致。
2022/424.72-39.1923.35124.9549.5297.662.78-
2022/340.6525.973.28100.2357.77100.232.7本月及本年累計較去年同期皆增加50%以上,主係交屋增加所致。
2022/232.2918.3192.7659.5848.6990.363.0本月較去年同月增加,主係本月交屋增加所致。
2022/127.29-11.3317.0327.2917.0393.672.89-
2021/1230.78-13.55-8.45268.4423.7695.472.99-
2021/1135.622.3990.55237.6629.6886.153.31本月較去年同月增加,主係本月交屋增加所致。
2021/1029.0935.5860.6202.0622.7766.624.28本月較去年同月增加,主係本月交屋增加所致。
2021/921.4633.4912.42172.9718.0953.525.4-
2021/816.070.51-11.28151.5118.9448.35.98-
2021/715.99-1.51-19.58135.4423.9551.875.57-
2021/616.24-17.341.42119.4533.6355.925.09-
2021/519.64-1.9725.17103.2140.6663.144.51-
2021/420.04-14.5740.2883.5744.8860.254.73-
2021/323.4640.0559.7563.5346.3963.534.42本月較去年同月增加,主係本月交屋增加所致。
2021/216.75-28.1657.6240.0739.5673.693.81本月較去年同月增加,主係本月交屋增加所致。
2021/123.32-30.6428.9523.3228.9575.623.72-
2020/1233.6279.9354.03216.89-4.370.424.03本月較去年同月增加,主係本月交屋增加所致。
2020/1118.693.151.65183.27-10.5255.885.08-
2020/1018.11-5.0915.23164.58-11.7255.325.13-
2020/919.095.3414.48146.47-14.257.095.11-
2020/818.12-8.8831.53127.38-17.3154.015.4-
2020/719.8824.2-3.02109.26-22.151.595.65-
2020/616.012.01-17.2189.38-25.3745.996.34-
2020/515.699.85-40.2973.37-26.9444.666.53-
2020/414.28-2.72-41.6557.68-22.2139.67.37-
2020/314.6838.18-11.9843.39-12.6343.396.68-
2020/210.63-41.22-16.7628.71-12.9650.545.73-
2020/118.08-17.15-10.5518.08-10.550.0N/A-
2019/1221.8318.74-5.38226.65-9.470.0N/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)8230.02.08-40.742.64-34.49306.07-4.7913.97-11.137.10-29.914.35-45.9621.73-33.317.1-39.3217.17-40.55
2022 (9)8230.03.5158.114.0371.49321.4619.7515.728.4910.1318.078.0515.6632.5841.4728.1828.9128.8858.16
2021 (8)8230.02.2218.722.3523.04268.4423.7714.49-4.558.585.676.96-7.5723.0330.721.8627.0218.2618.65
2020 (7)8230.01.871458.331.9196.91216.89-4.3115.1825.878.1238.87.531023.8817.6232.9817.21176.2415.391486.6
2019 (6)8230.00.12-94.920.97-62.4226.65-9.912.06-18.575.85-37.370.67-91.6513.25-43.626.23-71.180.97-95.01
2018 (5)8230.02.36145.832.58100.0251.54-11.3814.8178.869.34127.258.02181.423.5101.3721.62142.3819.42146.45
2017 (4)823-0.720.9650.01.29239.47283.8515.688.2827.384.11216.152.8541.0911.67264.698.9265.497.8848.96
2016 (3)829-5.370.64-1.540.380245.3712.676.5032.921.3002.02-22.613.205.39-21.435.29-7.68
2015 (2)876-0.790.650-0.410217.77-2.984.89-58.52-1.0402.610-2.2706.8605.730
2014 (1)8834.99-1.1101.0931.33224.4525.0611.7904.700-4.35010.5618.79-8.240-9.790

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