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)56-1.75-1.750.02-60.0-96.230.000-100.00.1614.2923.083.67-2.65-16.9715.785.84-17.47-0.1531.82-103.750.14-77.42-97.96-0.010.0-105.560.01-66.67-96.770.14-77.42-97.970.14-77.42-97.962.22-52.22-50.00
24Q2 (19)570.00.00.05-44.4400.00-100.0100.00.1455.56135.03.777.15.614.91-20.99-5.75-0.22-111.1780.70.62-55.07376.92-0.01-114.2975.00.03-40.000.62-55.07376.920.62-55.07376.92-2.56152.78-76.00
24Q1 (18)570.00.00.09350.0121.950.12-52.0144.440.09-40.0121.953.52-12.2226.1618.87-3.7238.851.97-46.32133.391.381625.0115.790.07-53.33143.750.05400.0121.741.38294.29115.791.381625.0115.79-10.75126.88-36.94
23Q4 (17)570.00.00.02-96.23104.260.25-21.88225.00.1515.38138.464.01-9.2817.2519.602.5137.543.67-8.25203.380.08-98.83100.970.15-16.67225.00.01-96.77103.70.35-94.93104.210.08-98.83100.977.26-48.12216.84
23Q3 (16)570.00.00.530488.890.32455.56255.560.13132.562.54.4223.814.7419.1220.8631.864.00450.88217.466.855169.23511.610.18550.0260.00.310520.06.905207.69500.06.855169.23511.6125.8850.00261.12
23Q2 (15)570.00.00.00100.0-100.0-0.0966.67-150.0-0.402.44-1900.03.5727.96-2.1915.8216.41-10.72-1.1480.68-139.040.13101.49-92.57-0.0475.0-136.360100.0-100.00.13101.49-92.570.13101.49-92.574.7756.3815.84
23Q1 (14)570.00.0-0.4112.77-241.67-0.27-35.0-440.0-0.41-5.13-241.672.79-18.42-20.5113.59-4.638.11-5.90-66.2-570.45-8.74-5.56-330.54-0.16-33.33-433.33-0.2314.81-228.57-8.74-5.05-330.54-8.74-5.56-330.54-18.69-304.73-178.61
22Q4 (13)570.011.76-0.47-622.2238.96-0.20-322.2253.49-0.39-587.586.413.42-18.9612.514.25-1.7254.22-3.55-381.7556.97-8.28-839.2936.41-0.12-340.052.0-0.27-640.030.77-8.32-823.4836.2-8.28-839.2936.41-1.67-320.20-186.11
22Q3 (12)570.014.00.09-18.18115.790.09-50.0131.030.08500.0103.764.2215.622.1814.50-18.1786.141.26-56.85130.581.12-36.0115.690.05-54.55129.410.05-16.67117.861.15-34.29116.111.12-36.0115.699.8086.74205.00
22Q2 (11)570.014.00.11191.67112.640.18460.0124.0-0.0283.3398.723.653.9911.2817.7240.97432.132.92431.82121.611.75186.21112.770.11466.67125.00.06185.71113.641.75186.21112.381.75186.21112.779.73138.04274.19
22Q1 (10)5711.7614.0-0.1284.4282.61-0.0588.3791.53-0.1295.8282.613.5115.46-7.8712.5736.04162.42-0.8889.3390.69-2.0384.4178.12-0.0388.091.67-0.0782.0580.0-2.0384.4379.9-2.0384.4178.12-5.4624.6620.05
21Q4 (9)512.02.0-0.77-35.0915.38-0.43-48.28-13.16-2.87-34.74-19.583.04-26.39-30.289.2418.613.01-8.25-100.24-32.85-13.02-82.35-20.22-0.25-47.067.41-0.39-39.2915.22-13.04-82.63-10.23-13.02-82.35-20.22-0.24-0.316.52
21Q3 (8)500.00.0-0.5734.48-2000.0-0.2961.33-341.67-2.13-36.54-42.954.1325.91-20.277.79133.93-51.58-4.1269.5-424.41-7.1447.88-2650.0-0.1761.36-342.86-0.2836.36-1500.0-7.1449.47-3075.0-7.1447.88-2650.06.004.1917.10
21Q2 (7)500.02.04-0.87-26.09-16.0-0.75-27.12-22.95-1.56-126.09-0.653.28-13.9132.263.33-30.48674.42-13.51-42.9617.17-13.70-47.639.21-0.44-22.22-7.32-0.44-25.71-18.92-14.13-39.920.21-13.70-47.639.21-13.26-0.96-41.19
21Q1 (6)500.02.04-0.6924.1814.81-0.59-55.2613.24-0.6971.2514.813.81-12.6151.794.79-46.65.27-9.45-52.1743.31-9.2814.3141.67-0.36-33.3314.29-0.3523.9112.5-10.1014.6241.58-9.2814.3141.67-14.22-1554.58-235.97
20Q4 (5)500.00.0-0.91-3133.33-78.43-0.38-416.67-137.5-2.40-61.07-4100.04.36-15.8341.18.97-44.25-22.94-6.21-588.98-64.29-10.83-3967.86-31.43-0.27-485.71-125.0-0.46-2400.0-84.0-11.83-5029.17-34.43-10.83-3967.86-31.43--0.00
20Q3 (4)502.040.00.03104.00.00.12119.670.0-1.493.870.05.18108.870.016.093641.860.01.27107.790.00.28101.860.00.07117.070.00.02105.410.00.24101.360.00.28101.860.0--0.00
20Q2 (3)490.00.0-0.757.410.0-0.6110.290.0-1.55-91.360.02.48-1.20.00.43-90.550.0-16.312.160.0-15.095.150.0-0.412.380.0-0.377.50.0-17.71-2.430.0-15.095.150.0--0.00
20Q1 (2)49-2.00.0-0.81-58.820.0-0.68-325.00.0-0.81-1450.00.02.51-18.770.04.55-60.910.0-16.67-341.010.0-15.91-93.080.0-0.42-250.00.0-0.4-60.00.0-17.29-96.480.0-15.91-93.080.0--0.00
19Q4 (1)500.00.0-0.510.00.0-0.160.00.00.060.00.03.090.00.011.640.00.0-3.780.00.0-8.240.00.0-0.120.00.0-0.250.00.0-8.800.00.0-8.240.00.0--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)
2024/101.09-16.75-20.8511.98-1.543.6N/A-
2024/91.318.97-25.4310.890.923.591.23-
2024/81.211.18-13.549.586.053.621.22-
2024/71.08-18.99-15.098.389.613.751.17-
2024/61.33-0.3411.047.2914.553.771.23-
2024/51.3422.441.385.9615.363.641.27-
2024/41.09-9.93.524.6220.163.411.35-
2024/31.219.6128.853.5326.453.531.41-
2024/21.11-8.51-7.312.3225.234.021.24-
2024/11.21-29.0484.551.2184.553.891.28因本公司外銷比例提升,受船運安排及國外客戶假期影響,部分產品於1月出貨較多所致
2023/121.774.7441.3914.840.594.061.24-
2023/110.98-29.145.8613.14-3.034.111.23-
2023/101.38-21.572.5512.16-3.684.521.12-
2023/91.7626.3614.4710.79-4.424.421.29-
2023/81.399.1810.569.03-7.393.861.48-
2023/71.275.95-2.57.64-10.053.791.5-
2023/61.2-9.017.056.37-11.423.581.52-
2023/51.3225.030.655.17-14.843.321.64-
2023/41.0612.14-24.173.85-19.113.191.7-
2023/30.94-21.16-21.162.79-17.012.791.98-
2023/21.1982.1744.611.85-14.733.061.81-
2023/10.66-45.63-51.210.66-51.212.781.99因本公司外銷比例提升,受船運安排及國外客戶假期影響,部分產品於12月出貨較多所致
2022/121.2130.8447.5714.763.893.471.44-
2022/110.92-31.3613.1613.551.233.81.32-
2022/101.34-12.461.412.630.464.131.21-
2022/91.5322.050.7111.290.344.11.17-
2022/81.26-3.72-5.399.750.293.681.3-
2022/71.3116.341.38.491.193.741.28-
2022/61.12-14.457.347.191.173.831.2-
2022/51.31-5.8110.616.070.13.91.18-
2022/41.3916.5933.684.76-2.443.411.35-
2022/31.1944.6234.193.36-12.263.361.25-
2022/20.83-38.54-43.552.17-26.312.991.41-
2022/11.3464.44-9.271.34-9.272.971.42-
2021/120.820.33-48.314.2-2.122.961.44-
2021/110.81-38.49-40.3413.383.513.661.17-
2021/101.32-13.05-8.5312.578.694.181.02-
2021/91.5214.64-12.311.2511.164.140.69-
2021/81.333.09-21.469.7216.023.660.78-
2021/71.2923.28-24.988.3925.53.520.81-
2021/61.05-11.848.047.1142.953.270.82-
2021/51.1913.8347.16.0651.383.120.86新產品開始出貨及客戶需求回穩。
2021/41.0417.0358.124.8852.463.390.79新產品開始出貨及客戶需求回穩。
2021/30.89-39.17-14.853.8350.993.830.69新產品開始出貨及客戶需求回穩。
2021/21.46-1.21184.322.9497.084.520.59新產品開始出貨及客戶需求回穩。
2021/11.48-6.351.231.4851.234.430.6新產品開始出貨及客戶需求回穩。
2020/121.5815.7867.1514.51-5.614.390.66新產品開始出貨及客戶需求回穩。
2020/111.37-5.746.5312.93-10.384.550.64-
2020/101.45-16.6316.7511.56-14.314.880.6-
2020/91.742.6649.4610.12-17.455.150.51-
2020/81.69-1.5362.838.38-24.464.380.6新產品開始出貨及客戶需求回穩。
2020/71.7277.5735.816.69-33.483.490.76-
2020/60.9720.02-14.594.97-43.452.431.18-
2020/50.8122.36-19.364.0-47.722.511.14-
2020/40.66-36.98-58.673.2-51.972.221.29受武漢疫情影響,以及舊車型訂單打切,新車型訂單量產尚未銜接上。
2020/31.05103.13-38.612.54-49.872.541.09-
2020/20.51-47.45-63.91.49-55.572.441.13受武漢疫情影響,以及舊車型訂單打切,新車型訂單量產尚未銜接上。
2020/10.983.55-49.440.98-49.442.860.97-
2019/120.951.5-51.0115.37-38.880.0N/A舊車型訂單打切,新車型訂單量產尚未銜接上。
2019/110.93-24.87-53.1314.43-37.870.0N/A舊車型訂單打切,新車型訂單量產尚未銜接上。
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)570.00.1500.21320.014.790.017.4117.790.801500.00.4500.121100.00.0800.080
2022 (9)5711.76-0.3900.05014.793.7214.78135.730.050-1.6400.010-0.240-0.220
2021 (8)512.0-2.870-2.02014.26-1.866.27-32.44-8.580-10.480-1.220-1.540-1.450
2020 (7)500.0-2.400-1.52014.53-5.289.28-26.11-7.080-8.480-1.030-1.380-1.20
2019 (6)506.380.05-97.450.64-58.7115.34-38.9812.56-13.851.57-67.960.35-90.930.24-80.49-0.0900.03-96.7
2018 (5)476.821.96-49.741.55-60.0525.14-11.114.58-10.04.90-37.743.86-39.781.23-44.841.27-29.050.91-47.4
2017 (4)444.763.90413.163.88205.5128.2833.2116.2030.237.87139.216.41336.052.23218.571.79477.421.73440.62
2016 (3)4240.00.76204.01.27958.3321.2325.4712.4437.923.29840.01.47425.00.71066.670.31416.670.32357.14
2015 (2)30-60.00.2500.12016.9298.139.02199.670.3500.2800.0600.0600.070
2014 (1)7527.12-1.230-1.3408.54-5.223.010-8.810-10.870-0.750-0.930-0.930

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