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)750.00.00.41-71.72-35.940.49-63.7-24.622.6518.3581.824.81-15.91-12.5517.82-20.984.829.66-40.26-21.656.41-66.3-26.320.46-50.0-31.340.31-71.56-35.428.45-51.77-29.766.41-66.3-26.32-6.425.9111.90
24Q2 (19)750.00.01.4583.54526.471.3587.51587.52.24183.54289.835.723.06-10.922.5515.35275.2116.1727.22803.3519.0279.1574.310.9231.43736.361.0984.75519.2317.5229.2650.9419.0279.1574.318.74171.3173.75
24Q1 (18)750.00.00.79259.09194.050.7260.01900.00.79339.39194.055.5514.43-13.1519.5534.64296.5512.7163.164071.8810.62213.27207.490.779.493600.00.59268.75193.6513.56210.3239.6510.62213.27207.491.3096.7314.62
23Q4 (17)750.00.00.22-65.62151.160.45-30.77662.5-0.3340.0-106.484.85-11.82-51.614.52-14.59922.547.79-36.821098.723.39-61.03206.270.39-41.79587.50.16-66.67150.04.37-63.67227.783.39-61.03206.27-13.07111.31340.87
23Q3 (16)750.00.00.64288.24-47.540.65712.5-5.8-0.5553.39-109.985.5-14.33-61.4317.00182.86114.3812.33588.83114.068.70316.9635.30.67509.09-18.290.48284.62-47.8312.03478.340.878.70316.9635.3-6.93173.88506.25
23Q2 (15)750.00.0-0.3459.52-116.670.08300.0-94.12-1.18-40.48-127.516.420.47-58.96.0121.91-50.981.79659.37-79.45-4.0159.41-140.880.11650.0-91.91-0.2658.73-116.99-3.1867.25-126.63-4.0159.41-140.88-17.88-17.91175.00
23Q1 (14)750.00.0-0.84-95.35-137.5-0.0450.0-102.68-0.84-116.5-137.56.39-36.23-50.164.93247.18-67.07-0.3258.97-102.7-9.88-209.72-175.25-0.0275.0-101.32-0.63-96.88-137.5-9.71-183.92-160.05-9.88-209.72-175.25-32.98-115.30-30.80
22Q4 (13)750.00.0-0.43-135.25-131.85-0.08-111.59-107.415.09-7.625.8210.02-29.73-22.81.42-82.09-86.63-0.78-113.54-109.34-3.19-149.61-140.85-0.08-109.76-107.41-0.32-134.78-131.68-3.42-140.05-134.58-3.19-149.61-140.85-19.22-87.72-80.42
22Q3 (12)750.00.01.22-40.2-22.780.69-49.26-53.065.5128.4459.2514.26-8.714.327.93-35.32-44.355.76-33.87-44.46.43-34.45-25.660.82-39.71-42.250.92-39.87-22.038.54-28.48-21.876.43-34.45-25.666.56-24.57-28.99
22Q2 (11)750.00.02.04-8.9372.881.36-8.7222.524.2991.52128.1915.6221.8492.1312.26-18.1-27.978.71-26.37-35.969.81-25.29-9.591.36-10.5322.521.53-8.9373.8611.94-26.16-15.749.81-25.29-9.5910.3028.5014.62
22Q1 (10)750.00.02.2465.93220.01.4937.96166.072.24-53.43220.012.82-1.2397.8414.9740.9620.8211.8341.6835.9813.1368.1261.31.5240.74171.431.6866.34216.9816.1763.555.7813.1368.1261.3-3.1425.695.71
21Q4 (9)750.00.01.35-14.56440.01.08-26.53285.714.8139.02193.2912.98-5.05218.1410.62-25.47-32.18.35-19.424.637.81-9.7169.781.08-23.94300.01.01-14.41431.589.89-9.5256.497.81-9.7169.7831.559.672.95
21Q3 (8)750.00.01.5833.9177.191.4732.43258.543.4684.04148.9213.6768.14149.9114.25-16.2720.2510.36-23.8236.328.65-20.2811.331.4227.93238.11.1834.09180.9510.93-22.8713.388.65-20.2811.3346.8051.2365.32
21Q2 (7)750.0-1.321.1868.57210.531.1198.21170.731.88168.57126.518.1325.4623.3717.0237.3774.9213.6056.32127.0510.8533.29148.851.1198.21184.620.8866.04203.4514.1736.51148.610.8533.29148.8542.14124.2899.10
21Q1 (6)750.00.00.70180.059.090.56100.036.590.70-57.3259.096.4858.824.3512.39-20.788.598.7029.8525.548.1476.9651.870.56107.4130.230.53178.9560.6110.3864.2443.378.1476.9651.8716.7061.9334.14
20Q4 (5)750.00.00.25-56.14-63.240.28-31.71-63.641.6417.99-43.844.08-25.41-50.9615.6431.9831.16.70-11.84-22.184.60-40.8-24.840.27-35.71-62.50.19-54.76-62.756.32-34.44-18.974.60-40.8-24.84--0.00
20Q3 (4)75-1.320.00.5750.00.00.410.00.01.3967.470.05.47-17.00.011.8521.790.07.6026.880.07.7778.210.00.427.690.00.4244.830.09.6469.120.07.7778.210.0--0.00
20Q2 (3)761.330.00.38-13.640.00.410.00.00.8388.640.06.596.120.09.73-14.720.05.99-13.560.04.36-18.660.00.39-9.30.00.29-12.120.05.70-21.270.04.36-18.660.0--0.00
20Q1 (2)750.00.00.44-35.290.00.41-46.750.00.44-84.930.06.21-25.360.011.41-4.360.06.93-19.510.05.36-12.420.00.43-40.280.00.33-35.290.07.24-7.180.05.36-12.420.0--0.00
19Q4 (1)750.00.00.680.00.00.770.00.02.920.00.08.320.00.011.930.00.08.610.00.06.120.00.00.720.00.00.510.00.07.800.00.06.120.00.0--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)
2024/101.835.5923.1717.87-9.64.72N/A-
2024/91.32-17.51-25.2316.07-12.214.810.51-
2024/81.61-14.51-22.3714.75-10.825.140.47-
2024/71.8813.0113.113.14-9.165.610.44-
2024/61.66-19.64-25.0411.27-12.055.720.52-
2024/52.073.950.159.6-9.335.870.5-
2024/41.999.47-7.137.54-11.635.540.53-
2024/31.824.66-10.155.55-13.145.550.46-
2024/21.74-12.97-13.763.73-14.525.490.46-
2024/11.9913.58-15.161.99-15.165.390.47-
2023/121.767.02-43.6423.16-56.054.850.74訂單及原料金屬滑落
2023/111.6412.59-45.9321.41-56.834.870.73訂單及原料金屬滑落
2023/101.46-17.7-62.319.77-57.545.30.67訂單及原料金屬滑落
2023/91.77-14.35-55.8518.31-57.115.50.7訂單及原料金屬滑落
2023/82.0724.54-57.8216.54-57.255.940.65訂單及原料金屬滑落
2023/71.66-25.1-68.9514.47-57.165.940.65訂單及原料金屬滑落
2023/62.227.36-57.3612.81-54.946.420.6訂單及原料金屬滑落
2023/52.06-3.61-60.9210.59-54.46.230.62訂單及原料金屬滑落
2023/42.145.91-58.288.53-52.496.180.63訂單及原料金屬滑落
2023/32.020.45-59.816.39-50.176.390.72訂單及原料金屬滑落
2023/22.01-14.38-45.084.36-43.947.480.61-
2023/12.35-24.54-42.922.35-42.928.50.54-
2022/123.122.67-16.952.7127.7310.020.63-
2022/113.04-21.49-35.0649.632.1910.910.58-
2022/103.87-3.61-15.2646.5641.7712.780.49-
2022/94.01-18.19-17.042.750.9714.260.49訂單增加及原料金屬上漲
2022/84.9-8.321.9838.6964.9815.450.45訂單增加及原料金屬上漲
2022/75.352.8411.0433.7873.8815.830.44訂單增加及原料金屬上漲
2022/65.2-1.59120.1128.4494.5815.620.58訂單增加及原料金屬上漲
2022/55.282.8884.2423.2489.6615.450.58訂單增加及原料金屬上漲
2022/45.132.0476.8917.9591.3213.830.65訂單增加及原料金屬上漲
2022/35.0337.2693.3912.8297.7812.820.69訂單增加及原料金屬上漲
2022/23.67-11.0117.017.79100.7311.540.77訂單增加及原料金屬上漲
2022/14.129.8488.174.1288.1712.540.7訂單增加及原料金屬上漲
2021/123.75-19.77206.7441.2784.6612.990.37訂單增加及原料金屬上漲
2021/114.672.44240.3237.5277.5914.070.34訂單增加及原料金屬上漲
2021/104.56-5.58207.1632.8466.2813.420.35訂單增加,原料金屬上漲
2021/94.8320.23162.8528.2854.8213.670.25訂單增加及原料金屬上漲
2021/84.02-16.52113.7623.4542.7311.20.31訂單增加及原料金屬上漲
2021/74.82103.86175.4319.4333.5510.040.35訂單增加及原料金屬上漲
2021/62.36-17.6312.8414.6114.178.130.52-
2021/52.87-1.2127.6212.2514.438.370.5-
2021/42.911.5529.119.3810.937.190.58-
2021/32.654.0232.026.484.346.480.36-
2021/21.69-22.83-21.843.88-8.515.10.45-
2021/12.1979.075.332.195.334.790.48-
2020/121.22-10.98-49.6822.35-32.564.080.59-
2020/111.37-7.53-56.2121.13-31.24.70.52客戶需求遞延
2020/101.49-19.2-45.8319.75-28.365.20.46-
2020/91.84-2.21-45.418.27-26.435.470.43-
2020/81.887.55-29.8316.43-23.455.720.41-
2020/71.75-16.48-34.2114.55-22.546.090.39-
2020/62.09-6.83-7.2712.8-20.626.590.41-
2020/52.25-0.05-0.5810.71-22.86.470.42-
2020/42.2514.06-0.968.46-27.126.380.43-
2020/31.97-8.81-33.226.21-33.486.210.53-
2020/22.163.99-20.754.24-33.66.670.5-
2020/12.08-14.45-43.182.08-43.187.650.43-
2019/122.43-22.54-2.7933.14-32.520.0N/A-
2019/113.1414.38-20.4630.71-34.110.0N/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)750.0-0.3301.13-67.6223.16-56.0610.104.234.97-27.66-1.0601.15-68.230.05-98.96-0.250
2022 (9)750.05.085.613.49-17.6952.7127.759.69-27.476.87-32.057.23-17.283.62-13.194.814.573.815.54
2021 (8)750.04.81193.294.24180.7941.2684.6113.3613.3210.1149.128.7458.334.17176.164.6185.713.61193.5
2020 (7)750.01.64-43.841.51-34.6322.35-32.5811.7911.866.78-3.05.52-16.361.51-34.911.61-41.881.23-43.84
2019 (6)750.02.92-10.152.318.4533.15-32.5810.5454.776.9958.56.6032.82.326.912.77-7.972.19-10.25
2018 (5)750.03.2517.332.130.9549.1716.326.81-8.344.41-8.324.971.222.176.93.0118.52.4417.31
2017 (4)750.02.7746.562.1175.8342.2779.727.43-28.04.81-13.644.91-18.442.0354.962.5438.82.0846.48
2016 (3)750.01.8921.941.20103.3923.5216.3210.320.395.5749.736.024.71.3174.671.8323.651.4222.41
2015 (2)750.01.551.970.59-23.3820.22-24.110.2836.523.7215.895.7534.030.75-12.791.484.231.161.75
2014 (1)750.01.5240.740.7792.526.6423.397.5303.2104.2900.86100.01.4251.061.1440.74

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