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)600.00.0-1.61-41.23-133.33-1.52-16.92-90.0-4.27-60.53-2611.765.72-0.87-15.6360.91-0.99-7.61-19.15-40.91-203.49-16.89-42.89-174.63-1.09-39.74-153.49-0.97-42.65-130.95-20.21-71.56-268.8-16.89-42.89-174.630.90-8.110.14
24Q2 (19)600.00.0-1.1425.0-246.15-1.3017.2-291.18-2.66-75.0-405.755.772.67-29.261.52-1.16-12.46-13.59-10.67-313.01-11.8227.44-304.85-0.78-13.04-250.0-0.6826.09-244.68-11.780.76-265.45-11.8227.44-304.85-8.58-359.72-922.65
24Q1 (18)600.00.0-1.52-744.44-1788.89-1.57-1862.5-3040.0-1.520-1788.895.62-19.83-28.1362.24-4.72-8.97-12.28-5747.62-517.69-16.29-971.71-2606.15-0.69-6800.0-400.0-0.92-736.36-1940.0-11.87-988.99-396.75-16.29-971.71-2606.15-8.22-335.27-886.25
23Q4 (17)600.01.69-0.1873.9133.33-0.0890.046.670.00-100.0-100.07.013.39-15.7565.32-0.93-1.46-0.2196.6790.09-1.5275.2820.83-0.0197.6794.44-0.1173.8131.25-1.0980.1163.05-1.5275.2820.83-6.71-57.28-63.83
23Q3 (16)600.01.69-0.69-188.46-187.5-0.80-217.65-70.210.17-80.46-66.676.78-16.811.865.93-6.19-1.02-6.31-198.9-215.5-6.15-206.59-184.72-0.43-182.69-230.77-0.42-189.36-200.0-5.48-176.97-3525.0-6.15-206.59-184.72-6.29289.10621.17
23Q2 (15)600.01.690.78766.6732.20.681460.0172.00.87866.6716.08.154.2226.9570.282.791.716.38117.0139.915.77787.695.680.52126.0979.310.47840.034.297.1278.0-6.935.77787.695.68-0.90450.00763.34
23Q1 (14)601.691.690.09133.33-43.75-0.0566.67-66.670.09-62.5-43.757.82-6.0122.5768.373.14-3.532.94238.68-14.040.65133.85-54.860.23227.784.550.05131.25-44.444.00235.59-21.720.65133.85-54.869.4660.4267.38
22Q4 (13)590.00.0-0.27-12.5-117.09-0.1568.09-109.870.24-52.94-95.188.3224.925.8566.29-0.48-10.27-2.12-6.0-113.24-1.9211.11-116.28-0.18-38.46-114.29-0.16-14.29-117.2-2.95-1943.75-118.18-1.9211.11-116.2814.33-76.59-109.95
22Q3 (12)590.00.0-0.24-140.68-138.71-0.47-288.0-185.450.51-32.0-85.046.663.745.2166.61-3.6-6.18-2.00-143.86-125.06-2.16-139.56-137.7-0.13-144.83-125.49-0.14-140.0-138.890.16-97.91-98.11-2.16-139.56-137.72.1964.03322.67
22Q2 (11)590.01.720.59268.75-62.420.25933.33-70.590.75368.75-73.126.420.63-4.4669.10-2.5-5.454.5633.33-47.45.46279.17-60.030.2931.82-50.00.35288.89-61.967.6549.71-48.035.46279.17-60.03-9.1089.44415.68
22Q1 (10)590.01.720.16-89.87-86.89-0.03-101.97-102.50.16-96.79-86.896.38-18.83-12.3670.87-4.07-5.053.42-78.64-75.951.44-87.79-85.320.22-82.54-78.850.09-90.32-87.325.11-68.52-63.891.44-87.79-85.322.6732.4837.20
21Q4 (9)590.01.721.58154.84-31.61.52176.36-29.954.9846.0412.937.8624.17-5.6473.884.06-4.0116.01100.63-23.2511.79105.76-27.221.26147.06-27.590.93158.33-31.1116.2392.07-24.5511.79105.76-27.229.1947.1770.54
21Q3 (8)591.721.720.62-60.51-57.530.55-35.29-64.973.4122.2262.386.33-5.8-12.4571.00-2.85-6.847.98-7.96-58.375.73-58.05-51.560.51-12.07-63.310.36-60.87-58.148.45-42.6-53.315.73-58.05-51.56-6.75-15.91-32.23
21Q2 (7)580.00.01.5728.6974.440.85-29.17-12.372.79128.69335.946.72-7.696.6773.08-2.09-4.038.67-39.03-36.1613.6639.2563.790.58-44.23-32.560.9229.5873.5814.724.0314.4613.6639.2563.79-10.15-9.25-36.94
21Q1 (6)580.00.01.22-47.19569.231.20-44.74100.01.22-72.34569.237.28-12.6133.5874.64-3.031.6214.22-31.837210.09.81-39.44446.641.04-40.2310500.00.71-47.41573.3314.15-34.22646.339.81-39.44446.641.305.52-3.24
20Q4 (5)580.00.02.3158.22-16.02.1738.22-29.554.41110.0-45.228.3315.21-8.3676.971.0-2.6720.868.82-19.0816.2036.94-8.421.7425.18-25.641.3556.98-16.1521.5118.84-7.2416.2036.94-8.42--0.00
20Q3 (4)580.00.01.4662.220.01.5761.860.02.10228.120.07.2314.760.076.210.080.019.1741.160.011.8341.850.01.3961.630.00.8662.260.018.1040.750.011.8341.850.0--0.00
20Q2 (3)580.00.00.90446.150.00.973333.330.00.64346.150.06.315.60.076.153.680.013.586890.00.08.34394.70.00.868700.00.00.53453.330.012.86596.530.08.34394.70.0--0.00
20Q1 (2)580.00.0-0.26-109.450.0-0.03-100.970.0-0.26-103.230.05.45-40.040.073.45-7.120.0-0.20-100.780.0-2.83-116.00.0-0.01-100.430.0-0.15-109.320.0-2.59-111.170.0-2.83-116.00.0--0.00
19Q4 (1)580.00.02.750.00.03.080.00.08.050.00.09.090.00.079.080.00.025.780.00.017.690.00.02.340.00.01.610.00.023.190.00.017.690.00.0--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)
2024/101.9312.74-16.5618.95-24.45.65N/A-
2024/91.71-14.48-29.4517.01-25.25.640.64-
2024/82.04.23-4.6415.3-24.695.750.63-
2024/71.925.35-14.6113.3-27.05.740.63-
2024/61.82-8.54-34.9311.38-28.755.760.65-
2024/51.992.65-23.419.55-27.445.950.63-
2024/41.94-3.73-29.157.56-28.435.550.68-
2024/32.0226.92-31.015.62-28.175.620.68-
2024/21.59-20.87-36.863.6-26.486.210.62-
2024/12.01-23.0-15.482.01-15.486.710.57-
2023/122.6124.7712.8129.766.597.020.55-
2023/112.09-9.63-27.6627.156.026.830.57-
2023/102.31-4.43-25.4725.0610.316.840.56-
2023/92.4215.29-3.4822.7515.986.770.59-
2023/82.1-6.66-2.7720.3218.847.220.55-
2023/72.25-21.5912.4818.2221.967.720.52-
2023/62.8710.2313.0915.9723.438.220.45-
2023/52.6-5.0335.4213.125.958.210.45-
2023/42.74-4.1430.1310.523.818.120.45-
2023/32.8613.5831.17.7621.727.760.46-
2023/22.525.9138.354.916.837.210.49-
2023/12.382.780.32.380.37.580.47-
2022/122.31-19.99-14.427.920.788.310.4-
2022/112.89-6.8822.9925.612.428.510.39-
2022/103.1123.7634.3222.720.297.770.43-
2022/92.5116.14-8.2419.61-3.576.670.55-
2022/82.167.987.9917.1-2.856.70.55-
2022/72.0-21.1729.714.94-4.246.460.57-
2022/62.5432.017.4512.94-7.966.570.56-
2022/51.92-8.74-12.4510.4-12.586.210.59-
2022/42.11-3.42-12.578.48-12.616.110.6-
2022/32.1819.86-21.686.37-12.626.370.55-
2022/21.82-23.2-1.854.19-7.026.890.51-
2022/12.37-12.29-10.642.37-10.647.420.47-
2021/122.714.96-5.827.71.47.370.44-
2021/112.351.69-21.6625.02.257.40.44-
2021/102.31-15.45-7.8122.655.597.050.46-
2021/92.7336.71.6320.347.376.280.53-
2021/82.029.69-11.9817.68.325.70.59-
2021/71.54-28.62-31.8215.611.625.90.57-
2021/62.16-1.6-4.0714.0620.026.770.51-
2021/52.2-8.871.2411.925.757.390.46-
2021/42.41-13.4828.879.733.047.050.49-
2021/32.7950.2164.667.2934.487.290.46去年受疫情影響嚴峻,今年疫情趨緩已恢復正常營運
2021/21.85-30.0918.064.5120.87.380.46-
2021/12.65-7.5422.792.6522.798.520.4-
2020/122.87-4.39-19.9127.32-15.538.380.41-
2020/113.019.6610.4224.45-14.998.20.41-
2020/102.51-6.79-7.3321.45-17.647.470.46-
2020/92.6918.38-0.4118.94-18.837.230.47-
2020/82.270.45-9.3816.25-21.256.790.5-
2020/72.260.44-13.1213.98-22.896.680.51-
2020/62.253.84-16.9611.71-24.536.290.55-
2020/52.1715.99-27.599.46-26.135.730.6-
2020/41.8710.53-40.697.29-25.685.130.67-
2020/31.697.7-35.815.42-18.585.420.61-
2020/21.57-27.28-2.443.73-7.297.310.45-
2020/12.16-39.69-10.532.16-10.538.460.39-
2019/123.5831.8123.0632.344.010.0N/A-
2019/112.720.42-1.5828.762.040.0N/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)601.690.000-0.23029.767.1367.62-0.661.0343.06-0.0100.3155.00.45-22.4100
2022 (9)590.00.23-94.87-0.40027.78-1.4568.07-7.060.72-94.00.50-95.170.2-94.080.58-84.860.14-95.21
2021 (8)591.724.4812.564.12-11.0228.193.2273.24-3.4812.00-17.4110.369.753.38-14.863.831.592.9213.18
2020 (7)580.03.98-44.344.63-45.6627.31-16.0275.88-0.9714.53-31.729.44-34.763.97-42.633.77-42.092.58-45.11
2019 (6)580.07.15-19.218.520.5932.524.6376.62-0.2321.28-5.5914.47-14.736.92-1.286.51-9.714.7-10.98
2018 (5)580.08.85184.578.47205.7831.0834.3176.808.0222.54138.7716.97115.367.01221.567.21206.815.28190.11
2017 (4)580.03.11-32.972.77-32.9323.1426.171.103.959.44-47.267.88-46.92.18-33.742.35-33.241.82-33.09
2016 (3)589.434.64-28.064.13-20.1218.355.6468.400.9717.90-27.0314.84-24.633.29-22.773.52-23.142.72-20.47
2015 (2)536.06.4524.765.1719.417.3710.9967.74-3.7224.53-2.2719.6913.164.268.44.5816.543.4231.54
2014 (1)5072.415.17114.524.33320.3915.651.4370.36025.10017.4003.93-1.753.93-3.682.6271.43

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