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)1210.830.830.20-9.0942.860.15200.0400.00.23666.67475.05.982.5717.7233.074.722.355.7041.44139.54.95-23.61-12.390.3447.83183.330.24-11.1141.186.73-11.91-1.034.95-23.61-12.3915.49103.35155.32
24Q2 (19)1200.00.00.22215.79246.670.05110.64120.830.03115.79130.05.8328.413.7431.5826.9811.954.03134.62222.496.48296.96540.820.23143.4227.780.27217.39250.07.64279.76665.936.48296.96540.825.63-892.11-92.59
24Q1 (18)1200.00.0-0.19-2000.0-480.0-0.47-295.83-840.0-0.19-575.0-480.04.54-17.15-17.7524.87-25.02-16.26-11.64-353.59-975.19-3.29-648.33-217.08-0.53-312.0-857.14-0.23-2400.0-483.33-4.25-672.73-221.43-3.29-648.33-217.08-4.64-1046.43142.09
23Q4 (17)1200.00.00.01-92.86-97.440.24580.0-20.00.040.0-98.535.487.87-23.3633.172.664.944.5992.86-46.130.60-89.38-93.070.25108.33-59.020.01-94.12-97.87-0.55-108.09-105.450.60-89.38-93.07-0.8750.24329.58
23Q3 (16)1200.00.00.14193.33-74.55-0.0579.17-115.150.04140.0-98.295.08-9.61-36.1832.3114.53-5.282.38172.34-75.345.65484.35-45.410.12166.67-84.420.17194.44-74.246.80603.7-47.495.65484.35-45.41-3.90-103.33-150.41
23Q2 (15)1200.00.0-0.15-400.0-118.75-0.24-380.0-145.28-0.10-300.0-105.625.621.81-34.7328.21-5.02-19.63-3.29-347.37-126.32-1.47-152.31-110.99-0.18-357.14-116.67-0.18-400.0-118.95-1.35-138.57-108.42-1.47-152.31-110.99-10.50-243.59-248.34
23Q1 (14)1200.00.00.05-87.18-94.95-0.05-116.67-106.490.05-98.17-94.955.52-22.8-35.5129.70-6.04-19.661.33-84.39-91.452.81-67.55-81.910.07-88.52-94.740.06-87.23-94.923.50-65.31-81.012.81-67.55-81.91-16.49-58.14-62.88
22Q4 (13)1200.00.00.39-29.09-37.10.30-9.09-59.462.7316.6710.087.15-10.18-16.3731.61-7.33-4.478.52-11.71-33.98.66-16.33-10.720.61-20.78-44.550.47-28.79-37.3310.09-22.08-10.478.66-16.33-10.72-8.87-30.17-23.41
22Q3 (12)1200.00.00.55-31.25-32.10.33-37.74-55.412.3431.4625.817.96-7.55-5.2434.11-2.822.19.65-22.8-28.0910.35-22.65-15.370.77-28.7-31.860.66-30.53-31.2512.95-19.26-8.3510.35-22.65-15.37-3.48-25.22-34.45
22Q2 (11)1200.00.840.80-19.1937.930.53-31.17-17.191.7879.867.928.610.588.4435.10-5.061.8612.50-19.672.2913.38-13.8443.251.08-18.811.340.95-19.4937.6816.04-12.9744.2413.38-13.8443.250.3520.24-13.56
22Q1 (10)1200.00.840.9959.68106.250.774.0571.110.99-60.08106.258.560.1223.1736.9711.733.2415.5620.7142.6215.5360.162.621.3320.9175.01.1857.33107.0218.4363.5364.715.5360.162.620.9618.112.02
21Q4 (9)1200.00.840.62-23.4640.910.740.034.552.4833.33117.548.551.7933.1833.09-0.96-9.6612.89-3.956.09.70-20.6913.451.1-2.6541.030.75-21.8844.2311.27-20.2413.849.70-20.6913.453.798.107.81
21Q3 (8)1200.840.840.8139.66153.130.7415.62124.241.8675.47165.718.45.7936.5933.41-3.05-3.1913.429.8272.0512.2330.9481.721.1316.49135.420.9639.13152.6314.1327.0787.6512.2330.9481.7210.0230.2428.92
21Q2 (7)1190.00.850.5820.83107.140.6442.22106.451.06120.83171.797.9414.2424.4534.46-3.771.5612.2212.0159.329.34-2.254.380.9727.6397.960.6921.05109.0911.12-0.6361.399.34-2.254.3811.2514.9612.02
21Q1 (6)1190.00.850.489.09336.360.45-18.181025.00.48-57.89336.366.958.2624.7835.81-2.2413.3910.91-10.28354.589.5511.7185.070.76-2.56484.620.579.62338.4611.1913.03188.49.5511.7185.076.3223.3024.25
20Q4 (5)1190.09.170.4437.54500.00.5566.672850.01.1462.86256.256.424.3929.9636.636.1414.0812.1655.9968.578.5527.044929.410.7862.51214.290.5236.845300.09.9031.471051.928.5527.044929.41--0.00
20Q3 (4)1190.850.00.3214.290.00.336.450.00.7079.490.06.15-3.610.034.511.710.07.801.690.06.7311.240.00.48-2.040.00.3815.150.07.539.290.06.7311.240.0--0.00
20Q2 (3)1180.00.00.28154.550.00.31675.00.00.39254.550.06.3814.540.033.937.440.07.67219.580.06.0580.60.00.49276.920.00.33153.850.06.8977.580.06.0580.60.0--0.00
20Q1 (2)1188.260.00.111200.00.00.04300.00.00.11-65.620.05.5712.750.031.58-1.650.02.40271.430.03.351870.590.00.13285.710.00.131400.00.03.88473.080.03.351870.590.0--0.00
19Q4 (1)1090.00.0-0.010.00.0-0.020.00.00.320.00.04.940.00.032.110.00.0-1.400.00.00.170.00.0-0.070.00.0-0.010.00.0-1.040.00.00.170.00.0--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)
2024/112.09.45-4.8420.18-0.396.0N/A-
2024/101.83-15.68-5.1918.180.126.07N/A-
2024/92.174.6517.816.350.755.971.52-
2024/82.0719.7713.2814.18-1.425.731.58-
2024/71.73-10.3122.4512.11-3.565.61.62-
2024/61.93-0.73-5.4910.38-6.865.841.57-
2024/51.94-1.046.998.45-7.175.811.58-
2024/41.963.4211.596.5-10.75.131.78-
2024/31.949.75-14.534.54-17.814.542.19-
2024/21.27-7.58-26.182.64-20.014.632.14-
2024/11.37-30.95-13.321.37-13.325.461.82-
2023/121.99-5.56-18.7722.24-31.096.01.76-
2023/112.110.39-11.7220.26-32.115.871.8-
2023/101.912.32-17.8118.15-33.885.61.89-
2023/91.861.83-17.5716.25-35.365.092.19-
2023/81.8330.44-35.4914.38-37.125.282.11-
2023/71.4-31.64-50.9912.55-37.355.272.12主係受國際情勢動盪影響,整體景氣下滑所致。
2023/62.0512.94-27.711.15-35.075.631.93-
2023/51.823.19-36.319.1-36.535.81.88-
2023/41.76-20.77-39.757.28-36.595.71.91-
2023/32.2229.29-34.595.52-35.515.522.03-
2023/21.728.53-23.273.3-36.115.751.95-
2023/11.58-35.29-45.931.58-45.936.411.75-
2022/122.452.66-5.4132.281.387.151.61-
2022/112.382.73-23.629.841.986.961.65-
2022/102.322.64-18.3827.455.037.421.55-
2022/92.26-20.3-22.5325.137.897.961.6-
2022/82.84-0.922.7522.8712.258.541.49-
2022/72.860.875.0720.0413.748.551.49-
2022/62.84-0.512.6317.1815.328.611.44-
2022/52.85-2.3713.0514.3418.229.171.36-
2022/42.92-13.9910.0111.4919.578.561.45-
2022/33.451.6718.898.5623.238.561.38-
2022/22.24-23.5114.345.1726.267.751.53-
2022/12.9313.1937.192.9337.198.631.37-
2021/122.59-17.0810.6131.8429.868.551.24-
2021/113.129.7541.1929.2631.898.881.2-
2021/102.84-2.5752.1526.1430.868.521.25主係新冠肺炎疫情影響趨緩,帶動市場景氣需求提升所致。
2021/92.925.7259.1123.2928.678.41.27主係新冠肺炎疫情影響趨緩,帶動半導體、5G基礎建設及自動化等產業需求提升所致。
2021/82.761.345.620.3825.248.251.29-
2021/72.72-1.4612.3717.6222.558.011.33-
2021/62.769.5850.714.8924.627.941.34主係新冠肺炎疫情影響趨緩,帶動市場景氣需求提升所致。
2021/52.52-4.9914.1612.1319.898.041.33-
2021/42.66-7.0513.889.6121.497.471.43-
2021/32.8645.8713.046.9524.676.951.41-
2021/21.96-8.2211.434.0934.316.431.53-
2021/12.13-8.7865.52.1365.56.681.47去年一月適逢農曆春節假期,致營收較去年同期成長65.51%。
2020/122.345.8831.7824.5220.116.421.42-
2020/112.2118.2745.2822.1819.05.911.54-
2020/101.871.8813.5819.9716.675.61.62-
2020/91.83-3.1736.3218.117.06.151.59-
2020/81.89-21.9319.7316.2715.166.151.59-
2020/72.4332.2435.614.3814.586.471.51-
2020/61.83-16.98-4.7511.9511.096.381.58-
2020/52.21-5.226.4910.1214.547.071.43-
2020/42.33-7.7415.17.9117.026.621.53-
2020/32.5343.7925.055.5717.845.571.79-
2020/21.7636.356.693.0512.464.832.07去年二月適逢農曆春節假期,致營收較去年同期成長56.70%。
2020/11.29-27.61-18.781.29-18.780.0N/A-
2019/121.7817.13-6.2420.42-27.30.0N/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)1200.00.04-98.53-0.10021.7-32.7830.80-10.931.20-89.771.81-85.120.26-93.140.43-90.870.05-98.47
2022 (9)1200.02.729.681.93-25.1932.281.3834.581.3811.73-5.6312.1618.633.79-4.294.7123.623.2710.1
2021 (8)1200.842.48117.542.58111.4831.8429.8534.11-0.4112.4361.8510.2563.743.96110.643.81117.712.97120.0
2020 (7)1198.181.14256.251.221642.8624.5220.1434.257.647.68708.426.26219.391.88889.471.75288.891.35285.71
2019 (6)1108.910.32-86.550.07-96.0520.41-27.3431.82-15.890.95-90.371.96-78.670.19-93.140.45-85.150.35-85.42
2018 (5)1018.62.3885.941.7762.3928.0916.7537.838.129.8748.649.1970.52.7773.123.03106.122.4101.68
2017 (4)931.091.28652.941.09505.5624.0640.9534.99-2.456.64183.765.39250.01.6300.01.47332.351.19643.75
2016 (3)921.10.1700.18-50.017.07-2.7935.87-5.482.34-48.681.54-60.210.4-50.00.34-60.920.16-68.63
2015 (2)9100.0000.36017.56037.9504.5603.8700.800.8700.510

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。