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)240.00.00.27-20.59-37.210.3880.9552.01.1032.5354.931.03-23.13-11.2133.4750.2228.9810.68175.2637.16.264.86-29.430.11120.022.220.06-25.0-40.07.8729.44-29.486.264.86-29.436.80-26.3040.48
24Q2 (19)240.00.00.34-32.088.890.210.000.8366.0196.431.3436.7319.6422.28-20.02.863.88-30.71367.475.97-50.4260.480.050.0400.00.08-33.33100.06.08-53.4531.035.97-50.4260.480.8181.06-27.18
24Q1 (18)240.00.00.50194.12400.00.21-54.35162.50.50-43.18400.00.98-35.17.6927.858.8711.675.60-29.9176.112.04344.28352.630.05-58.3366.670.12200.0500.013.06281.87280.7612.04344.28352.63-2.4666.8314.82
23Q4 (17)240.00.00.17-60.4754.550.4684.0170.590.8823.94-17.761.5130.1745.1925.58-1.4324.177.992.572953.572.71-69.456.270.1233.3300.04-60.033.333.42-69.35425.712.71-69.456.2716.8739.2142.00
23Q3 (16)240.00.00.43138.89-32.810.250-34.210.71153.57-25.261.163.57-20.5525.9519.812.947.79838.55-11.388.87138.44-14.880.09800.0-30.770.1150.0-33.3311.16140.52-14.228.87138.44-14.8813.32109.44-50.00
23Q2 (15)240.00.00.1880.0-14.290.00-100.0-100.00.28180.0-9.681.1223.0812.021.66-13.15-15.560.83-73.9-84.223.7239.85-24.540.01-66.67-80.00.04100.0-20.04.6435.28-26.233.7239.85-24.545.2935.45-76.47
23Q1 (14)240.00.00.10-9.09-9.090.08-52.94200.00.10-90.65-9.090.91-12.5-19.4724.9421.0720.423.181235.71295.092.664.3119.280.030250.00.02-33.33-33.333.43426.6721.22.664.3119.28-20.63-45.95-54.10
22Q4 (13)240.00.00.11-82.81-81.030.17-55.26-76.061.0712.6337.181.04-28.77-29.2520.60-18.29-25.9-0.28-103.19-102.082.55-75.53-72.730-100.0-100.00.03-80.0-78.57-1.05-108.07-108.952.55-75.53-72.738.6260.9734.14
22Q3 (12)240.00.00.64204.76300.00.38123.5380.950.95206.45352.381.4646.015.8725.21-1.727.878.7967.1181.9910.42111.36245.030.13160.0116.670.15200.0275.013.01106.84240.5810.42111.36245.0317.25147.83218.01
22Q2 (11)240.00.00.2190.91-22.220.17312.5-59.520.31181.82520.01.0-11.5-15.9725.6523.85-0.895.26422.7-40.94.93121.08-8.870.05350.0-54.550.0566.67-16.676.29122.266.074.93121.08-8.87-17.314.94100.62
22Q1 (10)240.00.00.11-81.03150.0-0.08-111.2733.330.11-85.9150.01.13-23.1328.4120.71-25.5-6.5-1.63-112.1157.552.23-76.15136.86-0.02-110.033.330.03-78.57160.02.83-75.87144.852.23-76.15136.86-3.2390.7363.41
21Q4 (9)240.00.00.58262.5728.570.71238.1317.650.78271.43-41.351.4716.6724.5827.8018.9635.0813.46178.67249.619.35209.6523.330.2233.33300.00.14250.0600.011.73207.07510.949.35209.6523.3311.28110.8894.05
21Q3 (8)240.00.00.16-40.74-67.350.21-50.0-61.110.21320.0-83.331.265.8814.5523.37-9.7-34.174.83-45.73-65.153.02-44.18-71.640.06-45.45-60.00.04-33.33-66.673.82-35.58-71.413.02-44.18-71.6420.5590.99200.00
21Q2 (7)240.00.00.27222.73-54.240.42450.0-37.310.05122.73-93.511.1935.23-16.7825.8816.84-12.218.90331.77-34.075.41189.42-44.680.11466.67-42.110.06220.0-57.145.93193.98-52.255.41189.42-44.684.90-95.78139.70
21Q1 (6)240.00.0-0.22-414.29-222.22-0.12-170.59-170.59-0.22-116.54-222.220.88-25.42-17.7622.157.63-19.4-3.84-199.74-180.33-6.05-503.33-251.25-0.03-160.0-160.0-0.05-350.0-225.0-6.31-428.65-224.7-6.05-503.33-251.25-9.08-250.00-119.56
20Q4 (5)240.00.00.07-85.71-53.330.17-68.52-55.261.335.5672.731.187.27-13.8720.58-42.03-7.03.85-72.22-40.861.50-85.92-42.750.05-66.67-44.440.02-83.33-50.01.92-85.63-31.671.50-85.92-42.75--0.00
20Q3 (4)240.00.00.49-16.950.00.54-19.40.01.2663.640.01.1-23.080.035.5020.420.013.862.670.010.658.90.00.15-21.050.00.12-14.290.013.367.570.010.658.90.0--0.00
20Q2 (3)240.00.00.59227.780.00.67294.120.00.77327.780.01.4333.640.029.487.280.013.50182.430.09.78144.50.00.19280.00.00.14250.00.012.42145.450.09.78144.50.0--0.00
20Q1 (2)240.00.00.1820.00.00.17-55.260.00.18-76.620.01.07-21.90.027.4824.180.04.78-26.570.04.0052.670.00.05-44.440.00.040.00.05.0680.070.04.0052.670.0--0.00
19Q4 (1)240.00.00.150.00.00.380.00.00.770.00.01.370.00.022.130.00.06.510.00.02.620.00.00.090.00.00.040.00.02.810.00.02.620.00.0--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)
2024/100.14-74.1-76.523.49-8.430.84N/A訂單量減少
2024/90.56289.6212.373.344.641.031.02訂單量增多
2024/80.14-56.62-67.572.793.220.991.06訂單量減少
2024/70.33-36.9844.862.6417.021.410.74-
2024/60.52-6.87-8.222.3213.911.340.52-
2024/50.56121.7286.291.7922.521.360.51訂單量增加
2024/40.25-53.71-0.191.236.01.040.67-
2024/30.55129.96100.930.987.730.980.72訂單量增加
2024/20.2422.12-19.750.43-32.080.720.97-
2024/10.19-32.71-42.820.19-42.821.090.64-
2023/120.29-52.03-22.934.71.441.510.48-
2023/110.6-1.7571.094.413.591.710.43訂單量增加
2023/100.6123.9996.523.81-2.491.550.47訂單量增加
2023/90.512.40.253.2-11.091.160.92-
2023/80.4493.8-10.22.7-12.91.240.87-
2023/70.23-60.07-52.592.26-13.411.10.97訂單量減少
2023/60.5789.0321.632.03-4.591.120.72-
2023/50.318.7819.491.46-11.980.830.98-
2023/40.25-6.81-10.721.16-17.60.820.99-
2023/30.27-8.1635.350.91-19.340.910.95-
2023/20.3-12.970.080.64-31.211.010.85-
2023/10.34-9.31-45.930.34-45.931.070.81-
2022/120.386.49-54.224.63-3.51.040.83訂單量減少
2022/110.3512.8567.954.266.941.160.74訂單量增加
2022/100.31-36.74-28.783.913.541.30.66-
2022/90.490.67-7.773.597.81.460.7-
2022/80.492.32125.73.110.781.440.71訂單量增多
2022/70.482.43-4.592.611.11.20.85-
2022/60.4785.69-14.682.132.481.01.33-
2022/50.25-11.25-30.331.668.630.741.82-
2022/40.2841.270.041.4120.70.781.72-
2022/30.2-32.09-32.191.1327.331.130.99-
2022/20.3-52.9810.490.9357.321.750.64訂單量增多
2022/10.63-23.2296.460.6396.461.660.67訂單量增加
2021/120.82290.7632.374.80.561.470.56-
2021/110.21-52.14-27.453.98-4.181.180.69-
2021/100.44-18.0861.923.77-2.431.190.69訂單量增加
2021/90.54146.37105.393.33-7.281.260.78訂單量增加
2021/80.22-56.74-47.492.8-16.091.270.77-
2021/70.5-8.3919.292.58-11.641.410.69-
2021/60.5551.63-2.692.08-16.851.190.67-
2021/50.3627.44-28.171.53-20.970.940.85-
2021/40.28-4.25-21.711.17-18.440.850.94-
2021/30.310.66-40.750.88-17.340.880.83-
2021/20.27-16.41-7.110.593.21.210.6-
2021/10.32-48.2713.760.3213.761.230.59-
2020/120.62114.13-16.184.783.971.180.42-
2020/110.296.81-29.394.167.840.820.6-
2020/100.273.922.723.8712.270.950.52-
2020/90.26-37.02-22.143.611.551.10.73-
2020/80.41-1.725.613.3415.461.40.57-
2020/70.42-25.2841.922.9217.01.490.54-
2020/60.5611.9224.612.513.641.430.47-
2020/50.538.910.761.9410.81.370.49-
2020/40.36-27.5323.281.4310.811.150.58-
2020/30.573.573.041.077.141.070.62訂單量增多
2020/20.292.374.450.57-19.691.310.5-
2020/10.28-61.89-35.050.28-35.051.430.46-
2019/120.7480.383.454.5910.890.0N/A-
2019/110.4185.66110.813.8512.440.0N/A訂單量增加
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)240.00.88-16.980.7936.214.71.5124.616.175.3053.184.46-18.460.2556.250.26-3.70.21-16.0
2022 (9)240.01.0635.90.58-52.074.63-3.5423.18-7.723.46-49.715.4740.980.16-51.520.2712.50.2531.58
2021 (8)240.00.78-41.351.21-19.334.80.4225.12-10.956.88-25.623.88-41.570.33-25.00.24-40.00.19-40.62
2020 (7)240.01.3372.731.5063.044.784.1428.2112.219.2553.156.6465.590.4457.140.466.670.3277.78
2019 (6)240.00.7716.670.92178.794.5910.8725.148.786.04153.784.015.250.28180.00.2433.330.1812.5
2018 (5)244.350.66450.00.33-46.774.14-1.4323.11-4.462.38-42.513.81486.150.1-41.180.18260.00.16433.33
2017 (4)239.520.12-91.370.62-53.384.2-10.0624.19-18.664.14-49.640.65-89.530.17-55.260.05-85.710.03-89.66
2016 (3)210.01.39-21.471.33-3.624.679.8829.746.188.22-9.676.21-28.460.38-2.560.35-18.60.29-21.62
2015 (2)210.01.7701.3804.2531.1728.0176.949.1008.6800.3900.4300.370
2014 (1)215.0-1.580-1.5803.24-15.6215.830-13.130-10.130-0.430-0.380-0.330

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