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)961.051.05-0.930.0-420.69-1.28-9.4-132.73-3.54-34.09-985.04.96-14.34-21.27-1.96-325.29-109.94-24.12-118.68-320.21-17.96-17.54-502.69-1.2-87.5-233.33-0.89-1.14-417.86-17.23-151.9-343.02-17.96-17.54-502.69-8.1022.8017.96
24Q2 (19)950.00.0-0.9345.61-190.63-1.1745.33-272.06-2.64-54.39-2740.05.79-1.86-22.180.87104.11-95.68-11.0379.95-286.32-15.2844.62-268.19-0.6480.25-245.45-0.8846.01-183.87-6.8485.721.3-15.2844.62-268.1912.9315.42-61.09
24Q1 (18)950.01.06-1.71-14.77-497.67-2.14-167.5-635.0-1.71-56.88-497.675.927.71-19.84-21.18-237.8-190.01-55.02-92.58-862.05-27.599.87-601.64-3.24-145.45-711.32-1.63-15.6-507.5-47.90-12.65-737.82-27.599.87-601.640.52-314.28-106.47
23Q4 (17)950.01.06-1.49-613.79-673.08-0.80-45.45-214.29-1.09-372.5-136.094.62-26.67-37.31-6.27-131.81-123.71-28.57-397.74-403.61-30.61-786.32-1021.99-1.32-266.67-291.3-1.41-603.57-687.5-42.52-699.72-1311.4-30.61-786.32-1021.99-21.00-211.58-113.16
23Q3 (16)950.01.060.29190.62-74.56-0.55-180.88-164.710.40300.0-85.516.3-15.32-27.019.71-2.09-29.96-5.74-196.96-142.114.46207.47-64.26-0.36-181.82-130.510.28190.32-74.077.09202.31-57.444.46207.47-64.26-7.128.10-55.44
23Q2 (15)951.061.06-0.32-174.42-156.140.6870.0-17.070.10-76.74-93.797.441.09-24.9220.13-14.45-20.935.92-18.01-46.76-4.15-175.45-176.150.44-16.98-60.0-0.31-177.5-157.41-6.93-192.28-180.96-4.15-175.45-176.150.48-54.5213.57
23Q1 (14)940.00.00.4365.38-58.650.40-42.86-9.090.43-85.76-58.657.36-0.14-6.1223.53-11.01-25.517.22-23.27-29.835.5065.66-55.930.53-23.19-34.570.466.67-59.187.51113.96-56.995.5065.66-55.93-7.37-5.91-30.25
22Q4 (13)940.00.00.26-77.19-44.680.70-17.6584.213.029.4219.847.37-14.6-6.4726.44-6.0419.19.41-30.9656.053.32-73.4-40.930.69-41.5346.810.24-77.78-45.453.51-78.93-50.563.32-73.4-40.93-13.7611.41-6.99
22Q3 (12)940.00.01.14100.0-4.20.853.66-30.892.7671.4334.638.63-12.92-10.4828.1410.53-1.413.6322.57-17.3412.48128.997.031.187.27-25.791.08100.0-3.5716.6694.635.0412.48128.997.036.7427.4145.01
22Q2 (11)940.00.00.57-45.19-25.00.8286.36-13.681.6154.8187.219.9126.411.4725.46-19.4-1.4311.128.07-11.185.45-56.33-32.31.135.8-0.90.54-44.9-25.08.56-50.97-17.935.45-56.33-32.312.9438.0551.08
22Q1 (10)940.00.01.04121.28940.00.4415.79450.01.04-58.73940.07.84-0.5121.5531.5942.318.9410.2970.65178.8612.48122.06785.110.8172.34237.50.98122.73988.8917.46145.92363.1312.48122.06785.11-9.3930.39-26.66
21Q4 (9)940.0-1.050.47-60.59.30.38-69.11-40.622.5222.93162.57.88-18.260.922.20-22.21-15.916.03-63.43-40.425.62-51.87.870.47-70.44-40.510.44-60.717.327.10-55.23-5.595.62-51.87.87-4.91-1.96-19.82
21Q3 (8)940.00.01.1956.58170.451.2329.47136.542.05138.37286.799.648.4434.6428.5410.4921.6516.4931.7180.4211.6644.8499.661.5943.24144.621.1255.56166.6715.8652.0699.2511.6644.8499.6623.13358.29558.49
21Q2 (7)940.0-2.080.76660.0216.670.951087.5115.910.86760.0855.568.8937.8327.1825.83-2.7533.4212.52239.377.598.05470.92140.31.11362.5126.530.72700.0213.0410.43176.66142.568.05470.92140.310.21291.63500.00
21Q1 (6)94-1.05-3.090.10-76.74166.670.08-87.5200.00.10-89.58166.676.45-17.4118.5726.560.6160.683.69-63.54346.01.41-72.94152.810.24-69.62400.00.09-78.05160.03.77-49.87233.221.41-72.94152.81-4.17-39.50-32.21
20Q4 (5)951.06-2.060.43-2.27213.160.6423.08740.00.9681.13250.07.819.0845.7126.4012.5352.6910.1210.72364.925.21-10.79175.620.7921.54495.00.41-2.38210.817.52-5.53184.495.21-10.79175.62--0.00
20Q3 (4)94-2.080.00.4483.330.00.5218.180.00.53488.890.07.162.430.023.4621.180.09.1429.650.05.8474.330.00.6532.650.00.4282.610.07.9685.120.05.8474.330.0--0.00
20Q2 (3)96-1.030.00.24260.00.00.44650.00.00.09160.00.06.9928.490.019.3617.120.07.05570.00.03.35225.470.00.49712.50.00.23253.330.04.30251.940.03.35225.470.0--0.00
20Q1 (2)970.00.0-0.1560.530.0-0.0820.00.0-0.1576.560.05.441.490.016.53-4.40.0-1.5060.730.0-2.6761.250.0-0.0860.00.0-0.1559.460.0-2.8368.20.0-2.6761.250.0--0.00
19Q4 (1)970.00.0-0.380.00.0-0.100.00.0-0.640.00.05.360.00.017.290.00.0-3.820.00.0-6.890.00.0-0.20.00.0-0.370.00.0-8.900.00.0-6.890.00.0--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)
2024/111.9839.2639.8720.05-16.455.13N/A-
2024/101.43-17.33-4.6318.07-19.994.87N/A-
2024/91.720.14-2.4716.64-21.084.963.14-
2024/81.7213.99-30.8714.92-22.785.342.91-
2024/71.51-28.3-26.0313.2-21.585.582.79-
2024/62.117.23-17.0811.69-20.975.792.87-
2024/51.9614.12-25.439.58-21.775.782.88-
2024/41.72-17.64-23.857.62-20.775.413.07-
2024/32.0930.88-27.675.9-19.825.93.29-
2024/21.6-27.76-34.353.81-14.745.513.52-
2024/12.2129.518.72.218.75.343.63-
2023/121.7120.29-26.2525.71-23.84.625.16-
2023/111.42-5.05-47.2324.0-23.614.685.09-
2023/101.49-15.46-36.7222.59-21.45.754.14-
2023/91.77-29.01-29.4121.09-20.036.34.15-
2023/82.4921.98-12.0619.32-19.057.073.7-
2023/72.04-19.63-38.0416.83-19.997.223.62-
2023/62.54-3.56-22.2514.79-16.647.443.47-
2023/52.6316.54-30.9712.25-15.377.783.32-
2023/42.26-21.76-19.849.62-9.797.583.4-
2023/32.8918.79-12.077.36-6.177.363.52-
2023/22.4319.6137.844.47-1.916.783.82-
2023/12.03-12.13-27.072.03-27.077.043.68-
2022/122.31-13.93-18.5833.742.697.373.35-
2022/112.6913.868.2931.434.717.563.27-
2022/102.36-5.7-7.5228.744.397.73.21-
2022/92.5-11.56-28.2726.385.618.632.59-
2022/82.83-14.05-3.2923.8711.119.42.38-
2022/73.30.842.4921.0413.3910.382.15-
2022/63.27-14.385.2817.7415.679.92.09-
2022/53.8235.3222.8414.4818.319.922.09-
2022/42.82-14.185.210.6616.777.872.64-
2022/33.2986.2411.957.8421.577.842.74-
2022/21.76-36.71-15.914.5529.627.42.9-
2022/12.79-1.9197.212.7997.218.112.64市場需求提升及公司積極拓展業務,致營收較去年同期成長97.21%
2021/122.8414.485.3432.8619.97.882.48-
2021/112.48-2.7710.3130.0121.498.532.29-
2021/102.55-26.86-10.8527.5322.618.972.18-
2021/93.4919.2378.7624.9827.59.641.86市場需求提升及公司積極拓展業務,致營收較去年同期成長78.77%
2021/82.93-8.911.8321.4821.829.251.94-
2021/73.213.5924.1618.5523.579.431.9-
2021/63.1-0.1129.2115.3423.448.891.85-
2021/53.1115.8943.2412.2422.068.721.89-
2021/42.68-8.6710.849.1316.217.712.14-
2021/32.9439.8816.856.4518.66.452.18-
2021/22.148.416.723.5120.116.212.26-
2021/11.41-47.647.581.4147.586.362.21-
2020/122.719.8968.1827.429.997.811.5市場需求提升及公司積極拓展業務,致營收較去年同期成長68.18%
2020/112.25-21.4322.9824.726.857.071.66-
2020/102.8746.6748.9722.4527.257.441.58-
2020/91.95-25.434.6119.5924.597.161.63-
2020/82.621.1333.3417.6323.577.611.53-
2020/72.597.7984.815.0222.027.161.63市場需求提昇以及公司積極拓展業務,致營收較去年同期成長84.80%
2020/62.410.7320.0812.4313.956.991.61-
2020/52.17-10.3111.1310.0212.577.11.58-
2020/42.42-3.7225.747.8612.976.91.63-
2020/32.5127.7537.575.448.095.442.1-
2020/21.97105.2318.522.92-8.74.532.52-
2020/10.96-40.29-37.960.96-37.960.0N/A-
2019/121.6-12.32-25.0321.08-38.330.0N/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)951.06-1.090-0.28025.71-23.816.26-41.47-2.760-4.030-0.710-1.480-1.040
2022 (9)940.02.9417.132.826.8233.742.7127.787.2611.207.698.4216.623.7810.533.9119.942.8419.83
2021 (8)94-1.052.51161.462.6473.6832.8519.8925.9018.3710.4053.397.22116.173.4283.873.26150.772.37160.44
2020 (7)95-2.060.9601.52027.429.9821.8820.096.7803.3401.8601.300.910
2019 (6)977.78-0.640-0.33021.08-38.3318.22-47.99-1.630-2.920-0.340-0.640-0.620
2018 (5)905.886.92176.86.31109.6334.1826.1735.0340.6822.4977.5118.18130.717.69124.27.85194.016.22192.02
2017 (4)850.02.50362.963.01254.1227.0955.2424.9040.1212.67143.197.88197.363.43276.922.67385.452.13363.04
2016 (3)850.00.5480.00.85372.2217.457.7217.777.575.21197.712.6568.790.91225.00.5548.650.4684.0
2015 (2)850.00.30-73.910.18-73.1316.2-7.3216.52-8.531.75-63.691.57-72.060.28-66.670.37-68.640.25-74.49
2014 (1)8523.191.1545.570.6742.5517.4810.8418.0604.8205.6200.8447.371.1878.790.9881.48

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