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)520.00.0-0.47-161.11-422.22-0.350.0-40.0-0.77-156.67-7600.01.1831.1111.32-9.4819.73-76.21-15.2822.4-23.23-20.85-95.96-365.4-0.180.0-38.46-0.25-150.0-400.0-20.85-95.96-365.4-20.85-95.96-365.417.88-105.56-10.35
24Q2 (19)520.00.0-0.18-50.0-166.67-0.35-20.69-66.67-0.30-150.0-475.00.94.650.0-11.81-25.91-115.12-19.69-14.48-56.77-10.64-53.54-168.91-0.18-20.0-63.64-0.1-66.67-171.43-10.64-53.54-168.91-10.64-53.54-168.91-6.739.21-14.05
24Q1 (18)520.00.0-0.1268.4236.84-0.29-7.41-38.1-0.1269.2336.840.86-18.1-21.1-9.38-63.7-155.59-17.20-35.75-72.17-6.9362.8623.0-0.15-15.38-36.36-0.0670.040.0-6.9362.2323.0-6.9362.8623.0-9.52-126.90-7.71
23Q4 (17)520.00.0-0.38-322.22-111.11-0.27-8.0-80.0-0.39-3800.0-197.51.05-0.94-21.05-5.73-6.51-435.09-12.67-2.18-243.36-18.66-316.52-165.81-0.130.0-160.0-0.2-300.0-122.22-18.35-309.6-327.74-18.66-316.52-165.818.42-227.78-13.53
23Q3 (16)520.00.0-0.09-133.33-147.37-0.25-19.05-316.67-0.01-112.5-101.721.0617.78-32.48-5.382.0-270.25-12.401.27-588.89-4.48-129.02-169.46-0.13-18.18-333.33-0.05-135.71-150.0-4.48-129.02-169.46-4.48-129.02-169.460.1854.39-9.53
23Q2 (15)520.00.00.27242.1112.5-0.210.0-362.50.08142.11-78.950.9-17.43-40.0-5.49-49.59-172.72-12.56-25.73-530.1415.44271.5687.38-0.110.0-375.00.14240.016.6715.44271.5684.4715.44271.5687.38-17.74118.28-20.00
23Q1 (14)520.00.0-0.19-5.56-235.71-0.21-40.0-425.0-0.19-147.5-235.711.09-18.05-16.15-3.67-314.62-184.56-9.99-170.73-1010.0-9.00-28.21-257.62-0.11-120.0-1000.0-0.1-11.11-242.86-9.00-109.79-257.62-9.00-28.21-257.62-16.67-100.15-95.00
22Q4 (13)520.00.0-0.18-194.74-700.0-0.15-150.0-350.00.40-31.0321.211.33-15.290.01.71-45.89-80.21-3.69-105.0-205.13-7.02-208.84-738.18-0.05-66.67-200.0-0.09-190.0-1000.0-4.29-166.51-320.0-7.02-208.84-738.18-5.31-107.78-162.50
22Q3 (12)520.00.00.19-20.831800.0-0.06-175.0-250.00.5852.6393.331.574.6716.33.16-58.15-53.32-1.80-161.64-190.06.45-21.722831.82-0.03-175.0-200.00.1-16.6706.45-22.942831.826.45-21.722831.8210.0325.3062.50
22Q2 (11)520.00.00.2471.4326.320.08300.0-38.460.38171.4326.671.515.3827.127.5573.96-31.32.92424.44-50.768.2444.31-1.550.04500.0-42.860.1271.4320.08.3746.580.08.2444.31-1.556.56219.0566.67
22Q1 (10)520.00.00.14366.6727.27-0.04-166.67-130.770.14-57.5827.271.3-2.2621.54.34-49.77-63.38-0.90-125.64-113.725.71419.0911.74-0.01-120.0-114.290.07600.040.05.71192.8211.745.71419.0911.74-1.87283.34-58.33
21Q4 (9)520.00.00.03200.0250.00.0650.0400.00.3310.0135.111.33-1.4837.118.6427.6287.013.5175.5880.01.10400.0227.910.0566.6700.010200.01.95786.36307.451.10400.0227.916.4652.63-9.62
21Q3 (8)520.00.00.01-94.74103.030.04-69.23119.050.300.0132.261.3514.4142.116.77-38.4244.352.00-66.27117.240.22-97.37101.230.03-57.14127.270-100.0100.00.22-97.37101.230.22-97.37101.2312.34-11.00-34.62
21Q2 (7)520.00.00.1972.73182.610.130.0132.50.30172.73150.01.1810.28118.5210.99-7.26139.795.93-9.6114.858.3763.8138.060.070.0131.820.1100.0183.338.3763.8136.38.3763.8138.0610.29361.37375.00
21Q1 (6)520.00.00.11650.0129.730.13750.0262.50.11111.7129.731.0710.31-13.0111.85156.49466.996.561557.78286.895.11694.19132.740.070275.00.05600.0126.325.11643.62132.655.11694.19132.746.21371.97420.24
20Q4 (5)520.00.0-0.0293.9466.67-0.0290.4850.0-0.94-1.08-308.70.972.11-37.824.62198.5160.98-0.4596.1272.56-0.8695.1756.570100.0100.0-0.0194.1266.67-0.9494.7455.02-0.8695.1756.57--0.00
20Q3 (4)520.00.0-0.33-43.480.0-0.2147.50.0-0.93-55.00.00.9575.930.0-4.6983.020.0-11.6070.960.0-17.8218.960.0-0.1150.00.0-0.17-41.670.0-17.8822.460.0-17.8218.960.0--0.00
20Q2 (3)520.00.0-0.2337.840.0-0.40-400.00.0-0.60-62.160.00.54-56.10.0-27.62-1421.530.0-39.94-1037.890.0-21.99-40.870.0-0.22-450.00.0-0.1236.840.0-23.06-47.350.0-21.99-40.870.0--0.00
20Q1 (2)520.00.0-0.37-516.670.0-0.08-100.00.0-0.37-60.870.01.23-21.150.02.09-27.180.0-3.51-114.020.0-15.61-688.380.0-0.04-33.330.0-0.19-533.330.0-15.65-648.80.0-15.61-688.380.0--0.00
19Q4 (1)520.00.0-0.060.00.0-0.040.00.0-0.230.00.01.560.00.02.870.00.0-1.640.00.0-1.980.00.0-0.030.00.0-0.030.00.0-2.090.00.0-1.980.00.0--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)
2024/100.5635.091.013.54.731.39N/A因應產業趨勢調整客戶結構
2024/90.420.2519.142.94-3.571.181.06-
2024/80.4119.337.532.52-6.51.051.19-
2024/70.3519.826.92.11-8.840.961.3-
2024/60.29-10.36-21.131.76-11.410.91.45-
2024/50.3213.2632.721.47-9.210.891.46-
2024/40.291.04-2.081.15-16.610.81.63-
2024/30.2823.54-42.520.86-20.510.861.54-
2024/20.23-35.26-40.720.58-2.361.01.33-
2024/10.35-16.0668.030.3568.031.111.2去年因景氣低迷影響營收甚鉅,今年營收情形與前年類似並無特殊異常
2023/120.4225.232.134.1-28.161.051.23-
2023/110.3414.43-14.433.67-30.510.981.32-
2023/100.29-15.79-44.083.34-31.81.031.26-
2023/90.35-9.51-39.843.05-30.331.061.26-
2023/80.3918.63-20.442.7-28.881.081.24-
2023/70.32-11.59-35.852.31-30.110.931.42-
2023/60.3750.84-28.391.99-29.070.91.51-
2023/50.24-16.43-47.621.62-29.231.031.33-
2023/40.29-40.68-44.441.38-24.551.171.16-
2023/30.4927.41-5.621.09-16.541.091.28-
2023/20.3983.50.560.6-23.811.011.38-
2023/10.21-48.98-47.260.21-47.261.011.37-
2022/120.414.9-7.035.715.611.331.03-
2022/110.39-25.21-2.465.2917.851.50.92-
2022/100.52-9.418.754.919.851.590.86-
2022/90.5819.6718.554.3721.331.570.91受新冠肺炎影響所致
2022/80.48-4.356.173.7921.771.50.95-
2022/70.51-1.3124.213.3124.441.480.96-
2022/60.5110.3330.942.824.481.50.99-
2022/50.46-11.369.762.2923.121.510.98-
2022/40.520.7541.721.8327.061.431.04-
2022/30.5235.7820.771.321.981.31.12-
2022/20.38-3.7842.510.7822.791.221.19-
2022/10.4-10.058.370.48.371.241.17-
2021/120.4410.065.794.9333.551.331.14受新冠肺炎疫情影響
2021/110.4-16.6149.04.4937.11.371.1受疫情影響
2021/100.48-1.2572.174.0936.031.431.06受新冠肺炎影響所致
2021/90.497.1741.443.632.321.351.09-
2021/80.4611.8977.523.1130.991.251.17受新冠肺炎影響
2021/70.414.0318.122.6625.341.221.2-
2021/60.39-7.5166.642.2526.741.181.16受疫情影響
2021/50.4214.44164.771.8620.651.221.13受疫情影響所致
2021/40.37-14.13146.411.443.981.071.29去年受疫情影響,今年回升
2021/30.4360.211.651.07-13.361.071.27-
2021/20.27-26.83-41.720.64-21.241.051.28-
2021/10.37-12.186.00.376.01.061.28-
2020/120.4255.0-10.333.69-40.930.971.25-
2020/110.27-3.64-50.533.27-43.40.91.35受新冠肺炎影響所致
2020/100.28-18.87-49.223.0-42.650.881.37-
2020/90.3534.51-23.922.72-41.880.951.17-
2020/80.26-25.53-59.822.38-43.80.841.33受新冠肺炎疫情影響
2020/70.3446.77-37.852.12-40.940.741.5-
2020/60.2346.95-44.251.78-41.510.542.35-
2020/50.166.5-72.881.54-41.070.731.74因新冠肺炎疫情影響
2020/40.15-64.57-76.221.38-31.811.041.24受新冠肺炎疫情影響所致
2020/30.42-8.15-13.511.23-11.721.231.1-
2020/20.4633.137.720.81-10.761.271.06-
2020/10.35-25.72-39.230.35-39.231.360.99-
2019/120.47-14.48-40.726.25-20.550.0N/A-
2019/110.55-1.09-2.815.78-18.30.0N/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)520.0-0.390-0.9404.1-28.07-5.040-11.870-4.930-0.490-0.20-0.20
2022 (9)520.00.4021.21-0.1505.715.624.25-54.74-0.7903.614.03-0.0500.2433.330.2123.53
2021 (8)520.00.3300.3804.9333.69.3904.3403.4700.2100.1800.170
2020 (7)520.0-0.940-0.7103.69-40.96-3.370-10.160-13.250-0.380-0.50-0.490
2019 (6)520.0-0.230-0.5606.25-20.580.03-98.89-4.690-1.910-0.290-0.120-0.120
2018 (5)520.0-0.090-0.2107.8711.322.70-23.08-1.440-0.570-0.110-0.050-0.040
2017 (4)520.0-0.030-0.0607.077.613.51-0.85-0.720-0.250-0.050-0.040-0.020
2016 (3)520.00.18800.0-0.1206.57-14.123.54109.47-0.9501.45752.94-0.0600.1900.00.1900.0
2015 (2)520.00.020-0.3107.65-6.591.690-2.1600.170-0.1700.0100.010
2014 (1)520.0-0.330-0.5808.19-2.5-0.390-3.910-2.080-0.320-0.190-0.170

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。