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)4036.336.330.21-27.59-32.26-0.030.0-250.00.6836.0-4.233.72-20.51-0.270.50-89.73-95.81-4.06-63.05-197.8322.75-3.6-26.75-0.15-25.0-200.00.85-22.73-26.7222.22-7.03-33.3922.75-3.6-26.7544.685.2636.37
24Q2 (19)3790.07.370.2938.10.0-0.0372.73-200.00.50138.116.284.68109.8729.644.87142.02-52.16-2.4987.28-200.8123.60-33.18-17.13-0.1272.73-233.331.139.246.823.90-34.9-14.723.60-33.18-17.1340.2219.05-463.63
24Q1 (18)3790.07.370.210.050.0-0.11-1000.0-83.330.21-77.1750.02.23-29.43-18.32-11.59-364.61-819.84-19.58-396.95-133.135.3240.196.77-0.44-266.67-91.30.79-1.2561.2236.7159.26101.9335.3240.196.77-22.36-16.13-575.00
23Q4 (17)3790.07.370.21-32.26-19.23-0.01-150.0-112.50.9229.58-19.33.16-15.28-34.34.38-63.29-71.48-3.94-194.94-153.4625.21-18.8332.2-0.12-180.0-134.290.8-31.03-13.0423.05-30.9116.9525.21-18.8332.2-5.98-12.68-91.66
23Q3 (16)3797.377.370.316.96.90.02-33.330.00.7165.12-19.323.733.322.4711.9317.190.684.1568.026.1431.069.069.020.1566.677.141.1612.6211.5433.3619.0610.6531.069.069.0217.7757.0258.34
23Q2 (15)3530.07.620.29107.14-25.640.03150.0-75.00.43207.14-31.753.6132.23-35.0710.18907.94-45.152.47129.4-78.828.4858.6624.970.09139.13-86.151.03110.2-18.928.0254.139.6728.4858.6624.97-5.5130.50-12.50
23Q1 (14)3530.07.620.14-46.15-41.67-0.06-175.0-400.00.14-87.72-41.672.73-43.24-36.21-1.26-108.2-111.25-8.40-213.98-440.0817.95-5.87-3.96-0.23-165.71-309.090.49-46.74-38.7518.18-7.76-7.2417.95-5.87-3.96-5.55-28.2462.50
22Q4 (13)3530.07.620.26-10.34-13.330.08300.0700.01.1429.558.574.8132.149.0715.3629.6277.167.3788.49756.9819.07-33.06-15.430.35150.0775.00.92-11.54-8.019.71-34.63-11.3819.07-33.06-15.43-1.20-17.99108.34
22Q3 (12)3537.627.620.29-25.64-6.450.02-83.33-77.780.8839.6818.923.64-34.53-32.4711.85-36.15-14.253.91-66.44-46.828.4925.0152.760.14-78.46-65.01.04-18.112.9730.1518.053.5928.4925.0152.76-2.3118.43208.34
22Q2 (11)3280.08.610.3962.5105.260.12500.01100.00.63162.534.045.5629.9171.618.5665.71123.0811.65371.66558.1922.7921.9426.820.65490.91983.331.2758.75118.9725.5530.3641.3922.7921.9426.8213.4821.25300.00
22Q1 (10)3280.08.610.24-20.0-14.290.02100.0-60.00.24-77.14-14.294.28-2.951.1811.2029.18-12.022.47187.21-50.118.69-17.12-6.690.11175.0-47.620.8-20.0-5.8819.60-11.87-2.2918.69-17.12-6.69-10.56-11.625.55
21Q4 (9)3280.08.610.30-3.2336.360.01-88.89-75.01.0541.8928.054.41-18.1810.88.67-37.26-29.970.86-88.3-84.8922.5520.9134.310.04-90.0-82.611.0-0.9949.2522.2413.323.8322.5520.9134.3124.0929.96355.56
21Q3 (8)3288.618.610.3163.160.00.09800.028.570.7457.4523.335.3966.3628.0313.8266.11-4.567.35315.253.6718.653.78-17.150.4566.6733.331.0174.146.3219.638.63-13.8718.653.78-17.1521.4815.51360.00
21Q2 (7)3020.07.090.19-32.1426.670.01-80.0125.00.4767.8656.673.24-23.424.148.32-34.64210.451.77-64.24133.0817.97-10.2811.130.06-71.43142.860.58-31.7638.118.07-9.925.317.97-10.2811.13-8.56-2.44-27.50
21Q1 (6)3020.05.230.2827.2786.670.0525.0400.00.28-65.8586.674.236.2812.212.732.8369.964.95-13.01468.9720.0319.371.340.21-8.7600.00.8526.8793.1820.0611.6971.7520.0319.371.340.41-0.88-8.93
20Q4 (5)3020.05.230.22-29.03-12.00.04-42.86-20.00.8236.67-18.813.98-5.46-15.1412.38-14.511.935.69-19.7514.2616.79-25.419.520.23-23.330.00.67-29.47-6.9417.96-21.199.7816.79-25.419.52--0.00
20Q3 (4)3027.090.00.31106.670.00.07275.00.00.60100.00.04.2161.30.014.48440.30.07.09232.520.022.5139.210.00.3314.290.00.95126.190.022.7932.810.022.5139.210.0--0.00
20Q2 (3)282-1.740.00.150.00.0-0.04-500.00.00.30100.00.02.61-30.770.02.68-64.220.0-5.35-714.940.016.1738.320.0-0.14-566.670.00.42-4.550.017.1646.920.016.1738.320.0--0.00
20Q1 (2)2870.00.00.15-40.00.00.01-80.00.00.15-85.150.03.77-19.620.07.49-32.280.00.87-82.530.011.69-23.740.00.03-86.960.00.44-38.890.011.68-28.610.011.69-23.740.0--0.00
19Q4 (1)2870.00.00.250.00.00.050.00.01.010.00.04.690.00.011.060.00.04.980.00.015.330.00.00.230.00.00.720.00.016.360.00.015.330.00.0--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)
2024/101.437.4162.3112.0610.114.19N/A銷售量較去年同期增加
2024/91.33-6.54.2610.635.543.720.63-
2024/81.4348.0881.519.295.724.120.57去年因供應商機器檢修配合停工,致去年同期銷售量減少。
2024/70.96-44.31-42.097.87-1.74.610.51-
2024/61.73-9.73140.46.918.884.680.4去年因供應商機器檢修配合停工,致去年同期銷售量減少。
2024/51.9184.2516.925.18-7.923.520.53-
2024/41.0484.18-17.323.26-18.132.120.87-
2024/30.568.93-32.862.23-18.52.230.5-
2024/20.52-54.71-45.821.66-12.113.180.35-
2024/11.14-24.7922.351.1422.353.420.33-
2023/121.52100.89-8.5513.23-27.663.160.68-
2023/110.76-14.17-63.1811.71-29.572.920.73因供應商機器檢修配合停工,致銷售量減少。
2023/100.88-30.99-18.8310.95-24.832.940.73-
2023/91.2862.77-10.6410.07-25.313.730.35-
2023/80.79-52.76-49.198.79-27.053.170.42-
2023/71.66131.22150.18.01-23.84.020.33去年因供應商機器檢修配合停工,致去年同期銷售量減少。
2023/60.72-56.09-63.666.34-35.543.610.31因供應商機器檢修配合停工,致銷售量減少。
2023/51.6430.2812.225.63-28.463.730.3-
2023/41.2649.55-40.923.99-37.733.050.36-
2023/30.84-12.08-5.992.73-36.152.730.34-
2023/20.962.27-25.561.89-44.113.550.26-
2023/10.93-43.78-55.470.93-55.474.650.2適逢春節休假日及歲修停工,致銷售量減少。
2022/121.66-19.120.8718.295.854.810.48-
2022/112.0689.23100.4716.626.384.570.51銷售量較去年同期增加
2022/101.09-24.03-37.5714.57-0.224.060.57-
2022/91.43-7.44-6.9313.484.823.640.47-
2022/81.55132.54-17.3112.056.424.190.41-
2022/70.66-66.41-66.5510.5111.114.10.41因供應商機器檢修配合停工,致銷售量減少。
2022/61.9835.633.839.8431.775.560.27-
2022/51.46-31.41146.777.8631.264.480.33去年同期歲修停工致銷售量減少。
2022/42.13137.9882.26.418.614.310.34去年同期歲修停工致銷售量減少。
2022/30.89-30.39-41.994.281.074.280.44-
2022/21.28-38.81-1.663.3825.755.030.37-
2022/12.127.3451.622.151.624.770.39外銷出口量較去年同期增加。
2021/121.6560.71-7.417.2818.514.410.49-
2021/111.03-41.078.8515.6322.124.30.51-
2021/101.7413.2538.1614.623.175.150.42-
2021/91.54-17.7717.4412.8621.395.390.45-
2021/81.87-5.9537.611.3221.945.330.46-
2021/71.9934.4128.849.4619.264.060.6-
2021/61.48150.0312.747.4716.953.240.48-
2021/50.59-49.36-8.825.9918.043.30.47-
2021/41.17-24.2479.265.421.984.010.38本月銷售量較去年同期增加。
2021/31.5418.064.384.2312.094.230.34本月外銷出口量較去年同期增加。
2021/21.31-5.65-13.642.69-5.184.470.32-
2021/11.38-22.234.481.384.484.110.35-
2020/121.7888.957.4614.58-14.823.980.29-
2020/110.94-25.21-40.0312.8-17.213.510.33-
2020/101.26-3.72-14.0611.85-14.633.930.3-
2020/91.31-3.66-7.5610.59-14.694.210.45-
2020/81.36-11.93-9.399.29-15.614.210.45-
2020/71.5417.6212.077.93-16.593.50.54-
2020/61.31102.2-14.136.39-21.452.610.51-
2020/50.65-0.43-59.55.07-23.142.240.6本月生產設備歲修。
2020/40.65-30.53-62.694.43-11.53.10.43本月生產設備歲修。
2020/30.94-38.010.923.7715.953.770.39-
2020/21.5114.1469.812.8417.714.490.33去年同期適逢春節休假日
2020/11.32-20.01-12.821.32-12.824.550.33-
2019/121.665.4333.4417.11-7.80.0N/A-
2019/111.577.175.3915.46-10.750.0N/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)3797.370.92-19.3-0.03013.23-27.676.93-52.73-0.83026.2519.37-0.1103.48-19.073.47-13.68
2022 (9)3537.621.149.620.2450.018.295.8414.6630.786.8468.4721.9910.781.2578.574.323.924.0217.2
2021 (8)3288.611.0426.830.16100.017.2818.5211.2112.324.0641.4619.8516.70.766.673.4735.553.4338.31
2020 (7)3025.230.82-18.810.08-20.014.58-14.799.9814.712.871.4117.010.290.42-12.52.56-14.092.48-14.48
2019 (6)2877.091.019.780.10017.11-7.868.7073.652.83016.9627.420.4802.9821.142.917.41
2018 (5)2689.840.9248.39-0.00018.5722.745.0114.91-0.14013.3132.44-0.0302.4655.72.4762.5
2017 (4)2449.420.62-42.06-0.05015.13-9.134.36-45.77-0.92010.05-29.77-0.1401.58-34.711.52-36.13
2016 (3)2234.211.0713.830.12-81.2516.65-23.318.04-49.183.18-73.7614.3153.710.53-79.852.4216.912.3817.82
2015 (2)214-0.470.94394.740.64021.71-74.615.82-63.5112.12-38.739.31-57.682.63-84.452.07-90.152.02380.95
2014 (1)2150.00.19-44.12-0.92085.47-40.6643.36019.78022.00016.91-38.6221.02-38.820.42-41.67

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。