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)77-1.28-1.280.1660.033.33-0.16-166.6711.110.21320.0-60.382.34-12.03-5.6519.32-6.1220.98-2.50-340.3835.736.0874.2148.66-0.06-300.040.00.1250.033.337.8232.7746.446.0874.2148.662.07180.00-42.71
24Q2 (19)780.00.00.10300.0-56.52-0.0681.25-137.50.05200.0-87.82.6616.16-15.8220.5879.58-1.671.04111.08-79.883.49429.25-40.240.03114.29-81.250.08300.0-55.565.893372.22-16.573.49429.25-40.249.89186.8440.62
24Q1 (18)780.00.0-0.0573.68-127.78-0.320.00-0.05-114.71-127.782.293.62-27.5311.463.52-40.68-9.39-8.68-655.62-1.0682.0-120.74-0.21-10.53-520.0-0.0471.43-128.57-0.1895.32-103.02-1.0682.0-120.74-3.64-92.32-38.89
23Q4 (17)780.0-16.13-0.19-258.33-733.33-0.32-77.78-1166.670.34-35.85-51.432.21-10.89-24.8311.07-30.68-37.35-8.64-122.11-892.66-5.89-244.01-590.83-0.19-90.0-733.33-0.14-255.56-800.0-3.85-172.1-420.83-5.89-244.01-590.83-16.20-153.08-145.14
23Q3 (16)780.0-11.360.12-47.83-62.5-0.18-212.5-162.070.5329.27-17.192.48-21.52-31.4915.97-23.7-35.19-3.89-175.24-156.874.09-29.97-46.18-0.1-162.5-140.00.09-50.0-67.865.34-24.36-37.624.09-29.97-46.18-10.76-10.02-106.25
23Q2 (15)780.0-23.530.2327.78-20.690.1601500.00.41127.7824.243.160.0-13.1920.938.33-9.515.17205.92-33.25.8414.29-30.810.16220.0-42.860.1828.57-40.07.0618.26-54.975.8414.29-30.813.74263.89-50.00
23Q1 (14)78-16.13-23.530.18500.0350.00.00-100.0-100.00.18-74.29350.03.167.48-8.6719.329.3418.821.6955.05-9.635.11325.83400.980.0566.67-16.670.14600.0250.05.97397.5198.55.11325.83400.98-5.65204.69-94.83
22Q4 (13)935.68-8.820.03-90.63102.910.03-89.66-91.670.709.37155.562.94-18.78-3.9217.67-28.2931.871.09-84.06123.01.20-84.21102.480.03-88.0121.430.02-92.86101.891.20-85.98102.481.20-84.21102.48-9.67-40.141355.17
22Q3 (12)88-13.73-13.730.3210.34966.670.292800.0165.910.6493.94378.263.62-0.5524.8324.646.53237.536.84-11.63163.047.60-9.95826.830.25-10.71180.650.28-6.67833.338.56-45.41343.527.60-9.95826.832.33317.671360.00
22Q2 (11)1020.00.00.29625.0341.670.01-80.0104.550.33725.0226.923.645.217.823.1342.2592.757.74313.9239.718.44727.45250.450.28366.67264.710.3650.0330.7715.68684.0484.318.44727.45250.459.13364.44-83.06
22Q1 (10)1020.00.00.04103.88128.570.05-86.11113.160.04103.17128.573.4613.0741.816.2621.3486.041.87139.45115.581.02102.11115.720.06142.86120.690.04103.77128.572.00104.13135.211.02102.11115.729.29-1714.7247.85
21Q4 (9)1020.0-0.97-1.03-3533.33-19.770.36181.82144.44-1.26-447.83-14.553.065.5280.013.4083.56379.75-4.7456.3189.05-48.42-6004.8818.06-0.1454.8481.08-1.06-3633.33-19.1-48.42-2608.8117.86-48.42-6004.8818.06-0.32-1704.1640.91
21Q3 (8)1020.0-0.970.03125.0107.89-0.44-100.0-12.82-0.2311.544.172.9-6.1536.157.30-39.1725.21-10.85-95.8527.280.82114.62104.04-0.31-82.353.120.03123.08107.691.93147.3110.060.82114.62104.0410.2569.64-28.95
21Q2 (7)1020.0-8.93-0.1214.29-400.0-0.2242.1137.14-0.26-85.71-285.713.0926.6411.9612.0037.3-6.98-5.5453.8320.97-5.6113.56-293.45-0.1741.3810.53-0.137.14-425.0-4.0828.17-193.58-5.6113.56-293.4535.0949.0047.60
21Q1 (6)102-0.97-2.86-0.1483.72-240.0-0.3853.09-18.75-0.1487.27-240.02.4443.53-3.948.74282.46-43.32-12.0072.28-85.19-6.4989.02-272.61-0.2960.81-81.25-0.1484.27-240.0-5.6890.36-177.7-6.4989.02-272.6111.67-21.30-27.30
20Q4 (5)1030.0-0.96-0.86-126.32-207.14-0.81-107.69-84.09-1.10-358.33-20.881.7-20.19-29.17-4.79-182.16-133.36-43.29-190.15-527.39-59.09-190.94-500.51-0.74-131.25-335.29-0.89-128.21-206.9-58.95-207.19-1143.67-59.09-190.94-500.51--0.00
20Q3 (4)103-8.040.0-0.38-1050.00.0-0.39-11.430.0-0.24-271.430.02.13-22.830.05.83-54.810.0-14.92-112.840.0-20.31-800.340.0-0.32-68.420.0-0.39-1075.00.0-19.19-540.140.0-20.31-800.340.0--0.00
20Q2 (3)1126.670.00.04-60.00.0-0.35-9.370.00.1440.00.02.768.660.012.90-16.340.0-7.01-8.180.02.90-22.870.0-0.19-18.750.00.04-60.00.04.36-40.360.02.90-22.870.0--0.00
20Q1 (2)1050.960.00.10135.710.0-0.3227.270.00.10110.990.02.545.830.015.427.380.0-6.486.090.03.76138.210.0-0.165.880.00.1134.480.07.31254.220.03.76138.210.0--0.00
19Q4 (1)1040.00.0-0.280.00.0-0.440.00.0-0.910.00.02.40.00.014.360.00.0-6.900.00.0-9.840.00.0-0.170.00.0-0.290.00.0-4.740.00.0-9.840.00.0--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)
2024/100.829.8228.738.11-14.082.37N/A-
2024/90.74-9.04-3.37.29-17.162.340.67-
2024/80.824.35-2.896.55-18.492.490.63-
2024/70.78-12.76-10.315.73-20.312.590.6-
2024/60.9-1.95-11.024.95-21.692.660.55-
2024/50.917.65-17.444.05-23.712.540.58-
2024/40.859.31-19.123.14-25.362.390.62-
2024/30.782.14-34.62.29-27.432.290.73-
2024/20.760.97-20.171.51-23.112.270.74-
2024/10.75-0.2-25.870.75-25.872.330.72-
2023/120.75-8.29-25.8811.01-19.432.210.83-
2023/110.8229.98-20.4510.26-18.912.220.82-
2023/100.63-17.5-28.59.43-18.772.240.82-
2023/90.77-8.66-37.998.8-17.972.480.84-
2023/80.84-3.61-25.018.03-15.352.720.77-
2023/70.87-13.44-31.137.19-14.062.990.7-
2023/61.01-9.03-16.766.32-11.023.160.7-
2023/51.115.46-12.975.31-9.843.350.66-
2023/41.05-11.6-9.234.21-8.983.190.69-
2023/31.1924.684.63.16-8.893.160.75-
2023/20.95-6.24-19.551.97-15.482.990.79-
2023/11.02-0.21-11.261.02-11.263.070.77-
2022/121.02-1.58-4.8613.6718.942.940.84-
2022/111.0316.8212.3512.6521.383.160.78-
2022/100.89-28.45-16.9711.6122.263.240.76-
2022/91.2410.4635.1510.7327.223.620.73-
2022/81.12-11.499.099.4926.253.60.73-
2022/71.274.6131.968.3728.973.750.7-
2022/61.21-4.8924.137.128.453.640.77-
2022/51.2710.030.755.8929.373.560.79-
2022/41.161.871.624.6229.03.480.81-
2022/31.14-4.1125.383.4641.763.460.78-
2022/21.183.4174.632.3351.393.40.8去年因疫情影響客戶需求,造成營收衰退較為嚴重,已陸續回復常態。
2022/11.156.9933.081.1533.083.140.86-
2021/121.0716.2288.0611.4925.83.060.83去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回
2021/110.92-13.6685.3510.4221.662.90.87去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/101.0716.4667.379.517.743.010.84去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/90.92-10.8351.018.4313.482.90.88去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/81.037.0653.857.5210.152.960.86去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/70.96-1.5912.146.495.412.910.88-
2021/60.970.1715.395.534.323.090.66-
2021/50.97-14.510.94.562.223.020.68-
2021/41.1425.79.973.580.092.720.75-
2021/30.9133.5425.832.44-3.922.440.62-
2021/20.68-21.19-32.681.54-15.652.110.72-
2021/10.8651.195.340.865.341.930.79-
2020/120.5714.55-29.699.13-10.771.70.76-
2020/110.5-22.04-39.648.57-9.141.740.74-
2020/100.645.08-16.518.07-6.231.910.67-
2020/90.61-9.16-29.547.43-5.232.130.69-
2020/80.67-21.95-24.336.82-2.232.370.62-
2020/70.861.26-9.266.160.962.580.57-
2020/60.84-3.715.045.32.832.760.58-
2020/50.88-15.22-8.454.462.422.630.6-
2020/41.0443.8220.873.585.52.760.58-
2020/30.72-28.56-19.572.540.32.540.64-
2020/21.0123.3335.691.8211.152.630.62-
2020/10.820.9-9.120.82-9.122.450.66-
2019/120.81-1.6626.4510.240.00.0N/A-
2019/110.827.834.089.43-1.760.0N/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)78-16.130.34-50.72-0.35011.01-19.4617.37-15.76-0.6402.88-39.75-0.0700.46-53.540.26-60.0
2022 (9)93-8.820.6900.38013.6718.9720.6296.574.5804.7800.6300.9900.650
2021 (8)102-0.97-1.260-0.68011.4925.8510.4921.27-8.040-15.570-0.920-1.690-1.290
2020 (7)103-0.96-1.100-1.8809.13-10.848.65-45.15-15.470-13.830-1.410-1.110-1.140
2019 (6)1040.97-0.910-1.31010.240.015.77-3.9-7.380-8.140-0.760-0.70-0.950
2018 (5)1030.98-0.410-1.08010.24-42.9516.41-24.55-5.930-3.230-0.610-0.210-0.430
2017 (4)102-0.973.0068.54-1.77017.95-25.3621.7521.370.27025.34153.650.0504.54103.593.1371.98
2016 (3)1030.981.781877.78-1.08024.05-50.7817.929.27-1.7509.99800.0-0.4202.23232.841.821922.22
2015 (2)1020.00.090-0.84048.86-34.3716.4011.26-0.1501.110-0.0700.6736.730.090
2014 (1)1020.0-0.8501.06074.4552.0614.7402.920-0.2502.1700.490-0.870

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