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)680.00.00.579.62280.00.599.26168.181.3471.7967.54.110.7431.7331.54-1.381.0910.03-10.04103.459.438.27196.540.41-8.89173.330.398.33290.09.86-10.45189.159.438.27196.5410.7258.8167.13
24Q2 (19)680.00.00.52108.0-17.460.54125.0116.00.78212.020.04.0820.7121.4331.98-5.419.8611.1554.8677.278.7170.78-31.950.4587.5114.290.36111.76-16.2811.0146.6-20.968.7170.78-31.9511.4152.0853.88
24Q1 (18)680.00.00.25-3.851150.00.24-17.24300.00.25-76.421150.03.382.1129.533.81-1.3411.957.2012.5361.545.10-3.95722.580.2414.29500.00.17-5.56750.07.5127.07763.225.10-3.95722.584.1034.747.29
23Q4 (17)680.00.00.2673.33-63.380.2931.82-64.21.0632.5-71.353.316.09-5.1634.279.846.136.4029.82-59.625.3166.98-61.490.2140.0-61.820.1880.0-62.55.9173.31-57.395.3166.98-61.49-0.52-1.439.91
23Q3 (16)680.00.00.15-76.19-85.290.22-12.0-75.00.8023.08-73.243.12-7.14-30.9731.207.18-24.164.93-21.62-71.863.18-75.16-79.380.15-28.57-81.010.1-76.74-85.713.41-75.52-82.73.18-75.16-79.3810.801486.90152.34
23Q2 (15)680.00.00.633050.0-49.190.25316.67-77.270.653150.0-67.013.3628.74-33.7329.11-3.61-25.956.29303.21-67.6112.801964.52-23.080.21425.0-78.570.432050.0-48.8113.931501.15-34.2312.801964.52-23.081.761476.41112.04
23Q1 (14)680.00.00.02-97.18-97.260.06-92.59-92.860.02-99.46-97.262.61-25.21-42.3830.20-6.47-17.821.56-90.16-90.10.62-95.5-94.370.04-92.73-94.370.02-95.83-96.00.87-93.73-93.90.62-95.5-94.37-24.00-63.79-50.27
22Q4 (13)680.00.00.71-30.39-26.80.81-7.95-15.623.7023.7525.423.49-22.79-27.2932.29-21.51-7.415.85-9.536.7313.79-10.57-0.360.55-30.38-22.540.48-31.43-27.2713.87-29.63-8.3313.79-10.57-0.36-16.82-24.06-13.97
22Q3 (12)680.00.01.02-17.7425.930.88-20.04.762.9951.7851.784.52-10.85-6.0341.144.6616.9717.52-9.7816.2615.42-7.3334.670.79-19.399.720.7-16.6727.2719.71-6.9435.015.42-7.3334.670.5426.065.47
22Q2 (11)680.00.01.2469.8639.331.1030.9535.81.97169.8669.835.0711.9220.4339.316.9713.1519.4223.2224.8116.6451.1415.960.9838.0348.480.8468.040.021.1848.4225.716.6451.1415.963.1522.569.22
22Q1 (10)680.00.00.73-24.74160.710.84-12.5127.030.73-75.25160.714.53-5.6232.8436.755.398.7315.766.1366.4211.01-20.4598.020.710.0121.880.5-24.24163.1614.27-5.6883.4211.01-20.4598.02-2.92-2.490.89
21Q4 (9)680.00.00.9719.75130.950.9614.2947.692.9549.75163.394.8-0.2118.5234.87-0.85-2.1314.85-1.4615.0313.8420.8796.310.71-1.3936.540.6620.0127.5915.133.6364.9913.8420.8796.317.025.388.99
21Q3 (8)680.00.00.81-8.991520.00.843.7223.081.9769.83181.434.8114.2549.8435.171.24-2.6315.07-3.1584.011.45-20.211068.370.729.09176.920.55-8.331733.3314.60-13.35331.9511.45-20.211068.3718.86104.4461.31
21Q2 (7)680.0-1.450.89217.86790.00.81118.92710.01.16314.2975.764.2123.4658.2734.742.78-5.3915.5664.31279.5114.35158.09451.920.66106.25500.00.6215.79757.1416.85116.58297.4114.35158.09451.923.8392.2737.92
21Q1 (6)680.01.490.28-33.33-50.00.37-43.08-13.950.28-75.0-50.03.41-15.828.6833.80-5.14-8.39.47-26.65-30.165.56-21.13-60.730.32-38.46-11.110.19-34.48-50.07.78-15.16-54.375.56-21.13-60.735.19353.3353.46
20Q4 (5)680.01.490.42740.0-70.210.65150.0-25.291.1260.0-74.434.0526.1727.3635.63-1.36-4.3712.9157.63-12.837.05619.39-76.180.52100.010.640.29866.67-69.159.17171.3-64.437.05619.39-76.18--0.00
20Q3 (4)68-1.450.00.05-50.00.00.26160.00.00.706.060.03.2120.680.036.12-1.630.08.1999.760.00.98-62.310.00.26136.360.00.03-57.140.03.38-20.280.00.98-62.310.0--0.00
20Q2 (3)692.990.00.10-82.140.00.10-76.740.00.6617.860.02.660.380.036.72-0.380.04.10-69.760.02.60-81.640.00.11-69.440.00.07-81.580.04.24-75.130.02.60-81.640.0--0.00
20Q1 (2)670.00.00.56-60.280.00.43-50.570.00.56-87.210.02.65-16.670.036.86-1.070.013.56-8.440.014.16-52.160.00.36-23.40.00.38-59.570.017.05-33.860.014.16-52.160.0--0.00
19Q4 (1)670.00.01.410.00.00.870.00.04.380.00.03.180.00.037.260.00.014.810.00.029.600.00.00.470.00.00.940.00.025.780.00.029.600.00.0--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)
2024/101.430.5932.0613.0127.94.22N/A-
2024/91.423.7734.1611.5827.384.111.04-
2024/81.373.3632.2410.1526.494.111.04-
2024/71.32-6.5429.178.7925.674.111.04-
2024/61.423.3935.667.4625.074.081.08-
2024/51.375.9520.646.0522.833.861.14-
2024/41.298.129.74.6823.483.511.25-
2024/31.217.059.53.3829.513.381.36-
2024/21.02-12.0512.662.1843.923.311.39-
2024/11.163.1990.391.1690.393.411.35去年同期適逢農曆春節工作日減少及市場需求疲弱,致本期營業收入淨額較去年同期增加。
2023/121.130.620.2812.41-29.53.331.33-
2023/111.123.415.7111.29-31.533.261.36-
2023/101.081.83-17.4910.17-34.093.181.39-
2023/91.062.64-21.39.09-35.63.121.42-
2023/81.030.95-33.228.03-37.123.131.41-
2023/71.03-3.8-36.697.01-37.463.231.37-
2023/61.07-6.17-37.365.99-37.593.381.31-
2023/51.14-3.64-33.934.92-37.653.421.29-
2023/41.187.08-28.523.8-38.543.191.39-
2023/31.121.37-37.92.62-42.192.621.85-
2023/20.9148.63-40.131.52-44.952.641.83-
2023/10.61-45.58-50.830.61-50.832.791.73主因1月農曆春節假期工作天數少及客戶需求減少。
2022/121.125.95-33.7317.612.193.491.4-
2022/111.06-19.28-31.1716.496.113.721.31-
2022/101.31-2.86-16.2915.4310.24.211.16-
2022/91.35-12.89-19.114.1213.544.521.18-
2022/81.55-4.28-2.2312.7718.64.851.1-
2022/71.62-3.694.0311.221.985.021.07-
2022/61.68-2.211.829.5825.655.051.02-
2022/51.724.2412.897.929.055.161.0-
2022/41.65-7.9339.256.1834.44.961.04-
2022/31.7918.2451.244.5533.264.551.09主因客戶訂單回流,產品銷售增加所致
2022/21.5122.0653.522.7623.74.461.11主系因疫情影響趨緩,訂單回流所致。
2022/11.24-27.19-0.011.24-0.014.481.11-
2021/121.710.8639.3317.2437.114.810.92-
2021/111.54-1.849.5115.5436.874.780.92-
2021/101.57-6.369.8214.040.784.820.91-
2021/91.675.5346.7112.4445.964.810.87-
2021/81.591.8444.7710.7645.844.670.9-
2021/71.561.8959.919.246.414.610.91主係因訂單回流,產品銷售增加所致
2021/61.530.389.127.6543.944.230.97主係因訂單回流,產品銷售增加所致
2021/51.5228.5865.466.1235.843.891.06主係因訂單回流,產品銷售增加所致
2021/41.180.4127.084.628.233.351.23-
2021/31.1819.5115.453.4128.453.411.13-
2021/20.99-20.515.622.2336.593.591.07-
2021/11.24-9.0159.591.2459.594.010.96主係因訂單回流,產品銷售增加所致
2020/121.36-2.8372.6112.72-23.124.190.88主係因訂單回流,產品銷售增加所致
2020/111.4-1.5735.5211.35-27.933.970.93-
2020/101.4325.545.479.95-32.393.661.01-
2020/91.143.76-18.228.52-36.263.21.13-
2020/81.0912.5-21.267.38-38.352.881.26-
2020/70.9720.5-37.496.29-40.62.71.34-
2020/60.81-12.24-47.895.31-41.132.661.26-
2020/50.92-1.23-37.654.5-39.732.861.18-
2020/40.93-7.47-45.183.58-40.242.791.2-
2020/31.0118.01-37.782.64-38.182.641.3以人民幣計,本月自結合併營收淨額約為23,477仟元 ; 累計1-3月合併營收淨額約為61,245仟元。
2020/20.859.72-25.921.63-38.432.421.41以人民幣計,本月自結合併營收淨額約為19,823仟元 ; 累計1-2月合併營收淨額約為37,768仟元。
2020/10.78-1.59-48.050.78-48.052.61.31以人民幣計,本月自結合併營收淨額約為17,945仟元。
2019/120.79-23.71-48.3716.54-8.660.0N/A-
2019/111.04-23.39-29.8815.75-5.00.0N/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)680.01.06-71.350.81-77.6912.4-29.5931.24-17.24.98-71.185.82-59.330.62-79.610.79-74.520.72-71.43
2022 (9)680.03.7026.283.6322.2217.612.2137.738.717.2823.2514.3122.733.0425.623.129.172.5225.37
2021 (8)680.02.93161.612.97107.6917.2337.0734.71-4.2214.0240.4811.6692.412.4292.062.4128.572.01164.47
2020 (7)681.491.12-73.41.43-59.4912.57-24.036.24-5.89.98-45.886.06-65.611.26-58.691.05-70.510.76-73.88
2019 (6)671.524.21-11.553.53-22.0816.54-8.9238.47-6.2918.44-22.3917.622.23.05-29.233.56-18.352.91-7.03
2018 (5)666.454.7646.464.5354.0818.1632.1741.050.2923.7612.3917.2416.644.3148.114.3648.33.1354.19
2017 (4)626.93.2527.452.9428.9513.7416.8440.932.421.147.2614.7817.492.9125.432.9430.672.0337.16
2016 (3)580.02.55-12.372.28-12.3111.76-5.5439.97-0.9419.71-5.6512.58-7.32.32-10.772.25-10.711.48-12.43
2015 (2)580.02.91-8.22.60-1.8912.455.4240.350.7220.89-8.3813.57-12.792.6-3.352.52-7.691.69-8.15
2014 (1)580.03.1718.732.6512.7711.8117.1640.06022.80015.5602.6913.982.7317.671.8418.71

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