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)990.011.240.03-98.62-85.71-0.02-166.6733.332.360.431342.110.95-37.0914.4632.410.53-22.32-0.71-115.636.614.19-97.06-82.57-0.01-114.290.00.03-98.6-84.214.88-96.63-81.144.19-97.06-82.57-21.36675.69-119.70
24Q2 (19)993.1211.242.171450.01650.00.03-72.73116.672.351578.57687.51.51-5.6273.5632.241.16-7.964.55-55.52124.8142.611548.671150.920.07-56.25143.752.151553.851753.85144.961190.831223.72142.611548.671150.9241.31678.8737.55
24Q1 (18)967.877.870.14-92.27153.850.11147.83144.00.14-91.36153.851.688.24105.1331.8733.29-22.8710.23133.49134.128.65-95.47130.010.16161.54169.570.13-91.93156.5211.23-94.0140.248.65-95.47130.0145.32334.81-259.42
23Q4 (17)890.00.01.81761.93720.0-0.23-666.67-228.571.62952.632800.00.852.41-2.323.91-42.69-35.81-30.55-2627.68-503.75190.96694.3410422.16-0.26-2500.0-550.01.61747.374125.0187.05622.7610667.8190.96694.3410422.16-1.09505.95-291.67
23Q3 (16)890.00.00.21250.0600.0-0.0383.330-0.1952.5-1800.00.83-4.6-2.3541.7219.113.09-1.1293.9-1020.024.04277.161792.91-0.0193.7500.19246.15850.025.88300.62884.0324.04277.161792.913.47148.0755.66
23Q2 (15)890.00.0-0.1446.15-600.0-0.1828.0-350.0-0.40-53.85-900.00.8711.5426.0935.03-15.22-3.07-18.3538.79-96.47-13.5752.91-133.97-0.1630.43-166.67-0.1343.48-1200.0-12.9053.78-159.56-13.5752.91-133.970.60-186.93-114.57
23Q1 (14)890.00.0-0.26-420.0-1200.0-0.25-257.14-733.33-0.26-333.33-1200.00.78-10.342.6341.3210.9314.02-29.98-492.49-737.43-28.82-1457.84-1057.43-0.23-475.0-666.67-0.23-475.0-1050.0-27.91-1476.84-998.82-28.82-1457.84-1057.43-4.00-343.34-128.57
22Q4 (13)890.00.0-0.05-266.67-155.56-0.070-216.67-0.06-500.0-200.00.872.356.137.250.981.14-5.06-4960.0-169.89-1.85-245.67-118.69-0.040-166.67-0.04-300.0-150.0-1.77-167.3-117.47-1.85-245.67-118.6912.77-8.3450.00
22Q3 (12)890.00.00.03250.0200.00.00100.0100.0-0.0175.066.670.8523.1951.7936.892.0813.16-0.1098.9398.111.27121.944.320100.0100.00.02300.0100.02.63152.92198.861.27121.944.326.99125.0033.34
22Q2 (11)890.00.0-0.020.00-0.04-33.33-300.0-0.04-100.00.00.69-9.2135.2936.14-0.28-1.87-9.34-160.89-567.14-5.80-132.93-574.42-0.06-100.0-500.0-0.0150.00-4.97-95.67-1283.33-5.80-132.93-574.42-8.27-61.11-91.66
22Q1 (10)890.00.0-0.02-122.2233.33-0.03-150.00.0-0.02-133.3333.330.76-7.3240.7436.24-1.617.17-3.58-149.4539.73-2.49-125.1555.85-0.03-150.00.0-0.02-125.033.33-2.54-125.0762.92-2.49-125.1555.8519.55338.89125.00
21Q4 (9)890.028.990.09800.0164.290.06400.0154.550.06300.0113.040.8246.435.1336.8312.98124.167.24237.12142.929.901025.0177.040.06300.0146.150.08700.0180.010.131051.14163.199.901025.0177.0428.12400.00150.00
21Q3 (8)890.028.990.010-85.71-0.02-100.00-0.0325.090.630.569.83.732.60-11.49-6.88-5.28-277.14-31.020.88202.33-90.48-0.03-200.0-50.00.010-80.00.88109.52-80.220.88202.33-90.482.1250.00-16.66
21Q2 (7)890.030.880.00100.0100.0-0.0166.6796.15-0.04-33.3389.740.51-5.56-20.3136.8319.08364.39-1.4076.4396.96-0.8684.7597.76-0.0166.6796.550100.0100.00.42106.13100.93-0.8684.7597.76-18.1689.2869.70
21Q1 (6)8928.9928.99-0.0378.5725.0-0.0372.7325.0-0.0393.4825.00.54-30.77-27.0330.9388.2522.06-5.9464.79-21.97-5.6456.11-31.16-0.0376.9225.0-0.0370.00.0-6.8557.27-85.64-5.6456.11-31.166.83-110.7236.37
20Q4 (5)690.00.0-0.14-300.033.33-0.11021.43-0.46-43.75-27.780.7844.44-9.316.43-53.0716.28-16.87-318.619.98-12.85-239.0723.42-0.13-550.018.75-0.1-300.028.57-16.03-460.2214.05-12.85-239.0723.42--0.00
20Q3 (4)691.470.00.07119.440.00.00100.00.0-0.3217.950.00.54-15.620.035.01351.330.0-4.0391.240.09.24124.070.0-0.0293.10.00.05120.00.04.45109.850.09.24124.070.0--0.00
20Q2 (3)68-1.450.0-0.36-800.00.0-0.26-550.00.0-0.39-875.00.00.64-13.510.0-13.93-154.970.0-46.00-844.560.0-38.39-792.790.0-0.29-625.00.0-0.25-733.330.0-45.17-1124.120.0-38.39-792.790.0--0.00
20Q1 (2)690.00.0-0.0480.950.0-0.0471.430.0-0.0488.890.00.74-13.950.025.3479.330.0-4.8774.010.0-4.3074.370.0-0.0475.00.0-0.0378.570.0-3.6980.210.0-4.3074.370.0--0.00
19Q4 (1)690.00.0-0.210.00.0-0.140.00.0-0.360.00.00.860.00.014.130.00.0-18.740.00.0-16.780.00.0-0.160.00.0-0.140.00.0-18.650.00.0-16.780.00.0--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)
2024/110.33-2.57-2.244.7454.010.98N/A新增轉投資公司合併營收增加
2024/100.3413.4633.814.4161.030.98N/A新增轉投資公司合併營收增加
2024/90.3-9.9917.784.0763.840.940.33新增轉投資公司合併營收增加
2024/80.349.9320.713.7669.161.360.23新增轉投資公司合併營收增加
2024/70.31-57.464.093.4376.091.470.21新增轉投資公司合併營收增加
2024/60.7261.51156.673.1288.871.530.12新增轉投資公司合併營收增加
2024/50.4422.951.632.475.051.40.13新增轉投資公司合併營收增加
2024/40.36-38.5320.151.9681.411.530.12新增轉投資公司合併營收增加
2024/30.592.2685.051.6105.121.60.14新增轉投資公司合併營收增加
2024/20.5833.04169.841.01118.981.260.18新增轉投資公司合併營收增加
2024/10.4374.8675.080.4375.081.020.22新增轉投資公司合併營收增加
2023/120.25-27.63-23.843.335.820.850.3-
2023/110.3433.3541.53.089.240.860.29-
2023/100.26-0.12-6.552.746.220.790.32-
2023/90.26-7.757.312.487.740.830.29-
2023/80.28-5.19-18.322.237.790.850.28-
2023/70.294.8810.441.9512.950.870.28-
2023/60.28-4.5730.191.6513.410.870.29-
2023/50.29-2.618.981.3710.510.910.27-
2023/40.3-5.3242.681.0810.930.830.3-
2023/30.3249.1321.070.782.140.780.35-
2023/20.21-13.68-2.230.46-7.810.790.34-
2023/10.25-23.93-12.140.25-12.140.810.33-
2022/120.3334.45-3.733.1529.910.840.32-
2022/110.24-11.9313.342.8235.370.760.36-
2022/100.2714.78.952.5837.880.850.32-
2022/90.24-29.833.892.342.380.850.33-
2022/80.3428.1956.92.0643.440.820.34新增轉投資公司合併營收增加
2022/70.2723.6462.771.7241.050.750.37新增轉投資公司合併營收增加
2022/60.22-20.1129.871.4637.690.70.47-
2022/50.2727.4952.311.2439.150.740.44新增轉投資公司合併營收增加
2022/40.21-19.6622.510.9735.90.690.48-
2022/30.2620.4233.650.7640.140.760.37-
2022/20.22-22.4337.760.543.810.840.33-
2022/10.28-16.6448.880.2848.880.830.34-
2021/120.3458.340.332.42-10.120.80.26-
2021/110.21-15.34-36.342.08-15.070.640.33-
2021/100.2540.9525.871.87-11.70.650.32-
2021/90.18-17.73-10.661.62-15.620.560.3-
2021/80.2232.9935.451.44-16.20.550.31-
2021/70.16-1.34-7.681.22-21.520.510.34-
2021/60.17-6.31-26.121.06-23.30.510.43-
2021/50.182.55-32.510.89-22.750.550.4-
2021/40.17-12.3615.950.72-19.890.530.42-
2021/30.224.12-34.230.54-27.040.540.29-
2021/20.16-16.17-20.850.35-22.220.590.27-
2021/10.19-21.43-23.330.19-23.330.760.21-
2020/120.24-28.19-5.022.69-21.480.780.19-
2020/110.3467.4145.082.45-22.790.740.2-
2020/100.20.03-47.792.12-28.110.560.27-
2020/90.224.74-4.171.92-25.170.540.35-
2020/80.16-9.36-34.211.72-27.030.560.34-
2020/70.18-21.05-29.341.56-26.20.660.29-
2020/60.22-14.42-38.131.38-25.780.630.3-
2020/50.2676.21-22.561.16-22.790.710.27-
2020/40.15-50.29-44.380.89-22.860.650.29-
2020/30.349.38-8.240.75-16.410.750.59-
2020/20.2-18.79-29.180.45-21.110.70.63-
2020/10.25-2.67-13.070.25-13.070.0N/A-
2019/120.259.68-40.773.43-14.70.0N/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)890.01.620-0.7003.334.7235.35-3.6-19.89044.180-0.6601.4701.440
2022 (9)890.0-0.060-0.1403.1831.436.676.14-4.310-2.030-0.140-0.050-0.050
2021 (8)8928.990.060-0.0102.42-10.3734.55123.91-0.3802.100-0.0100.0500.050
2020 (7)690.0-0.460-0.3902.7-21.2815.43-39.82-17.880-12.100-0.480-0.420-0.320
2019 (6)690.0-0.360-0.1903.43-14.6825.64-6.15-6.030-7.120-0.210-0.250-0.240
2018 (5)69-14.810.040-0.4304.02-22.9927.328.16-10.5200.080-0.4200.0300.020
2017 (4)813.85-2.860-0.4905.22-16.6125.26-29.08-11.350-46.910-0.590-2.420-2.320
2016 (3)785.410.15-69.390.16-76.476.26-21.4635.62-4.456.03-50.822.88-44.720.38-61.220.34-50.720.12-68.42
2015 (2)745.710.4968.970.68325.07.9735.3137.2815.6312.261277.535.21316.80.981860.00.69666.670.3890.0
2014 (1)7018.640.29-21.620.16-20.05.89-1.5132.2400.8901.2500.0525.00.0950.00.2-9.09

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