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)961.051.051.03-63.35-70.062.66232.576.168.0914.75-14.2112.325.9323.0847.7411.672.3825.3184.6117.728.12-66.15-76.023.1296.2345.120.99-63.06-69.8212.62-58.06-68.288.12-66.15-76.026.90-48.54143.18
24Q2 (19)950.00.02.81-33.7354.40.8053.85142.427.0566.2717.511.637.88-2.142.759.6720.7613.7118.295.4623.99-37.7472.221.5927.23.252.68-33.6654.0230.09-32.220.4623.99-37.7472.223.94104.11-7.60
24Q1 (18)950.00.04.24241.941.680.52-69.05-84.434.24-60.261.6810.780.0-30.038.98-8.22-17.511.59-32.58-56.838.53182.2747.741.25-32.43-69.734.04242.371.5144.38235.9639.338.53182.2747.743.8589.00-28.89
23Q4 (17)950.01.061.24-63.95-70.551.6811.26-58.8210.6713.15-70.3910.787.69-40.5142.47-8.92-19.2617.19-20.05-35.8113.65-59.69-39.391.85-13.95-61.861.18-64.02-70.1313.21-66.8-50.9513.65-59.69-39.39-4.0312.53184.42
23Q3 (16)950.01.063.4489.01-59.621.51357.58-79.879.4357.17-70.4910.01-15.74-58.246.6331.72-10.5721.5065.38-45.3533.86143.07-0.532.1539.61-77.183.2888.51-59.139.7959.29-6.9733.86143.07-0.53-19.3016.33133.73
23Q2 (15)950.02.151.82-56.35-89.130.33-90.12-97.936.0043.88-74.4111.88-22.86-67.2535.40-25.08-48.0613.00-51.55-76.5513.93-46.59-68.631.54-62.71-92.341.74-56.28-88.8724.98-21.59-55.7313.93-46.59-68.63-18.93-28.65-54.13
23Q1 (14)951.062.154.17-0.95-37.673.34-18.14-37.924.17-88.43-37.6715.4-15.01-14.1147.25-10.17-12.8626.830.19-31.526.0815.81-26.334.13-14.85-41.173.980.76-36.1231.8618.31-29.4226.0815.81-26.33-19.68-25.77-31.87
22Q4 (13)940.01.084.21-50.5937.584.08-45.6119.3536.0312.7768.7618.12-24.3432.2652.600.8836.3426.78-31.9338.3322.52-33.844.44.85-48.5183.023.95-50.7539.5826.93-37.04-0.2222.52-33.844.4-29.16-49.86-49.23
22Q3 (12)941.081.088.52-49.1334.817.50-52.8615.5631.9536.2574.4923.95-33.9914.152.14-23.5-5.9539.34-29.04-1.6734.04-23.3516.59.42-53.1612.148.02-48.6936.8642.77-24.2111.8534.04-23.3516.534.1750.6271.43
22Q2 (11)930.01.0916.75150.37147.7815.91195.72215.6723.45250.5295.5836.28102.34116.2168.1625.7125.4855.4441.5446.2444.4125.4515.4120.11186.47216.1915.63150.88150.8856.4325.0122.1444.4125.4515.4166.61134.50192.49
22Q1 (10)930.01.096.69118.6327.675.38189.2590.116.69-68.6727.6717.9330.8833.1154.2240.5420.5739.17102.3248.9935.4064.12-2.677.02164.9198.316.23120.1429.2545.1467.257.7135.4064.12-2.67-1.9233.5258.95
21Q4 (9)930.04.493.06-51.58-3.471.86-71.34-38.021.3516.625.013.7-34.73-2.4238.58-30.41-9.1819.36-51.61-28.5921.57-26.184.352.65-68.45-30.452.83-51.710.3526.99-29.421.0921.57-26.184.35-4.82-29.04-21.29
21Q3 (8)931.091.096.32-6.5161.226.4928.7770.3418.3152.7130.1420.9925.0940.5955.442.0618.6640.015.5427.5429.22-24.0617.548.432.0879.495.86-5.9463.2338.24-17.2323.7929.22-24.0617.5424.8311.2553.43
21Q2 (7)920.04.556.7629.0112.675.0478.09-10.9511.99128.8217.5516.7824.57-3.7354.3220.79-6.1537.9144.2-9.9538.485.822.166.3679.66-13.356.2329.2517.5546.2010.2411.738.485.822.1610.2647.1636.21
21Q1 (6)923.379.525.2465.326.272.83-5.67-15.525.24-69.3226.2713.47-4.066.5744.975.86-12.3426.29-3.02-16.736.3775.9625.333.54-7.09-11.284.8270.9237.7141.9156.9724.136.3775.9625.33-5.0123.09-13.46
20Q4 (5)89-3.267.233.17-19.135.323.00-21.2620.9717.0821.39112.714.04-5.9622.8342.48-9.08-6.1827.11-13.5815.6620.67-16.85-6.433.81-18.5942.162.82-21.4513.7126.70-13.5610.0120.67-16.85-6.43--0.00
20Q3 (4)924.550.03.92-34.670.03.81-32.690.014.0737.940.014.93-14.340.046.72-19.280.031.37-25.490.024.86-21.080.04.68-36.240.03.59-32.260.030.89-25.310.024.86-21.080.0--0.00
20Q2 (3)884.760.06.0044.580.05.6668.960.010.20145.780.017.4337.90.057.8812.830.042.1033.40.031.508.550.07.3483.960.05.351.430.041.3622.480.031.508.550.0--0.00
20Q1 (2)841.20.04.1537.870.03.3535.080.04.15-48.320.012.6410.590.051.3013.30.031.5634.640.029.0231.370.03.9948.880.03.541.130.033.7739.140.029.0231.370.0--0.00
19Q4 (1)830.00.03.010.00.02.480.00.08.030.00.011.430.00.045.280.00.023.440.00.022.090.00.02.680.00.02.480.00.024.270.00.022.090.00.0--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)
2024/113.89-1.549.4442.57-4.7912.25N/A-
2024/103.95-10.611.7638.69-6.0212.13N/A-
2024/94.4217.4920.8834.74-6.8312.320.98-
2024/83.76-9.2425.9230.32-9.8411.811.02-
2024/74.145.8823.0926.56-13.3211.851.01-
2024/63.912.98-0.2822.42-17.8211.631.01-
2024/53.8-3.17-18.4718.51-20.7611.441.03-
2024/43.925.4117.5414.71-21.3310.511.12-
2024/33.7230.13-9.710.78-29.7810.781.09-
2024/22.86-31.92-34.997.06-37.1510.411.13-
2024/14.225.29-38.544.2-38.5411.111.06-
2023/123.35-5.6-30.6148.07-50.0610.781.12本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/113.55-8.45-14.0744.72-51.0911.091.09本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/103.886.17-57.5941.16-52.8410.521.15本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/93.6522.38-42.5337.28-52.2910.011.3本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/82.99-11.28-45.9133.63-53.1510.271.26本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/73.37-14.21-72.130.64-53.7511.951.09本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/63.92-15.79-66.7727.28-49.6711.921.06本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/54.6639.59-61.3923.36-44.9112.121.04本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/43.34-19.02-73.0818.7-38.3511.861.07本年係因新冠肺炎抗原快篩檢驗試劑銷售減少
2023/34.12-6.31-27.2415.36-14.3315.360.96-
2023/24.4-35.64-8.6911.24-8.3716.070.91-
2023/16.8441.47-8.166.84-8.1615.80.93-
2022/124.8316.898.6396.2748.2518.120.9-
2022/114.13-54.82-20.8291.4451.1719.640.83本年係因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/109.1543.9127.287.357.9721.030.77本年係因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/96.3615.18-4.7678.1552.5323.950.73本年係因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/85.52-54.24-24.5771.7961.1129.390.59因新冠肺炎抗原快篩檢驗試劑銷售減少
2022/712.072.1972.4566.2777.9635.940.49因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/611.81-2.1630.8354.2179.2336.280.57因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/512.07-2.68171.0642.499.8130.140.69因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/412.4118.89275.6930.3380.8922.890.91因新冠肺炎抗原快篩檢驗試劑銷售增加
2022/35.6717.5731.0417.9333.1417.930.86-
2022/24.82-35.2725.3812.2634.1316.710.92-
2022/17.4467.3540.487.4440.4817.110.9-
2021/124.45-14.79-21.2664.9310.1513.71.05-
2021/115.2229.6235.7360.4813.4815.930.91-
2021/104.03-39.68-9.5755.2611.7518.020.8-
2021/96.68-8.7622.7551.2413.8620.990.7-
2021/87.324.6169.144.5612.6423.340.63因新冠肺炎抗原快篩檢驗試劑銷售增加
2021/77.0-22.4734.3237.245.720.470.72-
2021/69.02102.6893.2230.240.7416.780.88因新冠肺炎抗原快篩檢驗試劑銷售增加
2021/54.4534.88-30.0321.22-16.2912.081.22-
2021/43.3-23.65-48.016.77-11.6911.471.29-
2021/34.3212.5-17.1913.476.5413.471.11-
2021/23.84-27.47-6.829.1423.2414.791.01-
2021/15.3-6.260.915.360.9114.791.01因新冠肺炎額溫槍銷售增加
2020/125.6546.8823.8858.9542.2913.951.09-
2020/113.85-13.643.8353.344.5713.741.11-
2020/104.45-18.1135.5549.4549.1214.221.07-
2020/95.4425.67102.9745.050.6114.981.01因武漢肺炎額溫銷售增加
2020/84.33-16.8921.0339.5645.4514.211.07-
2020/75.2111.5238.6635.2349.1516.240.93-
2020/64.67-26.640.0430.0251.1417.380.84因武漢肺炎額溫槍銷售增加
2020/56.360.2383.8325.3553.3817.930.81因武漢肺炎額溫槍銷售增加
2020/46.3521.59105.1318.9945.3115.690.93因武漢肺炎額溫槍銷售増加
2020/35.2226.5847.6412.6426.7412.640.86-
2020/24.1225.2455.687.4215.2611.980.91因武漢肺炎額溫槍銷售增加
2020/13.29-27.78-13.023.29-13.020.0N/A-
2019/124.5623.111.6141.42-4.690.0N/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)951.0610.62-69.746.84-79.1848.07-50.0743.12-26.4820.14-53.1721.90-39.229.68-76.6213.28-69.610.17-69.94
2022 (9)941.0835.1070.3132.86102.4696.2748.2758.6518.6843.0133.2836.0314.4541.4197.6643.6973.9333.8371.29
2021 (8)934.4920.6125.9816.232.5964.939.9849.42-1.1432.27-3.8731.4817.8120.955.725.1226.6119.7529.85
2020 (7)897.2316.36115.5515.82139.759.0442.6849.9913.0533.5773.0426.7262.6319.82146.8219.84138.1815.21129.07
2019 (6)835.067.59-27.856.60-17.1941.38-4.8144.22-2.8319.40-14.5416.43-20.558.03-18.648.33-24.136.64-24.29
2018 (5)791.2810.52105.077.9771.443.4729.9645.514.6222.7019.7920.6852.289.8755.6810.9879.418.77106.35
2017 (4)784.05.13-20.834.65-11.7633.456.2643.50-6.2318.95-5.0613.58-14.816.340.796.120.04.25-13.09
2016 (3)758.76.488.05.2723.7131.4819.3846.390.6719.9612.5115.94-3.86.2934.46.1221.434.899.89
2015 (2)696.156.00-0.54.262.426.374.646.084.1117.74-5.7916.571.224.68-1.475.040.04.453.97
2014 (1)653.176.0315.524.1687.3925.219.4244.26018.83016.3704.75100.425.0436.964.2824.78

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