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)300.00.00.61-21.7941.860.63-18.1890.912.3235.6734.881.57-1.263.2944.995.0435.8414.84-18.172.9611.71-20.9338.090.23-20.6976.920.18-25.038.4614.47-22.7935.8711.71-20.9338.09-3.59-18.96-12.71
24Q2 (19)300.07.140.78-16.13-6.020.77-7.235.481.7183.8720.421.59-5.92-16.3242.83-4.9719.818.12-5.9724.4514.81-10.9422.60.29-12.123.570.24-14.294.3518.74-9.8623.3714.81-10.9422.62.6329.678.32
24Q1 (18)300.07.140.9375.4757.630.8323.8845.610.93-58.6757.631.6911.1812.6745.073.5427.7119.2729.5939.1316.6356.5954.120.3343.4857.140.2875.075.020.7966.4554.1116.6356.5954.125.5949.3763.45
23Q4 (17)300.07.140.5323.2655.880.67103.0381.082.2530.818.171.520.010.1443.5331.4315.2814.8773.3131.5910.6225.2455.490.2376.9243.750.1623.0877.7812.4917.2829.310.6225.2455.49-10.00-12.4624.12
23Q3 (16)307.147.140.43-48.19-34.850.33-54.79-29.791.7221.13-1.151.52-20.024.5933.12-7.36-15.498.58-41.07-42.88.48-29.8-42.510.13-53.57-27.780.13-43.48-27.7810.65-29.89-42.348.48-29.8-42.513.34-3.75-13.36
23Q2 (15)280.012.00.8340.6845.610.7328.07121.211.42140.6819.331.926.6786.2735.751.3-12.8914.565.138.7412.0811.96-13.160.2833.33100.00.2343.7564.2915.1912.6-10.812.0811.96-13.1617.6957.1141.06
23Q1 (14)280.012.00.5973.53-4.840.5754.0542.50.59-71.63-4.841.58.730.4335.29-6.54-7.6713.8522.570.810.7957.98-20.490.2131.2531.250.1677.780.013.4939.65-20.5110.7957.98-20.4910.9012.5316.38
22Q4 (13)280.012.00.34-48.48-35.850.37-21.28-13.952.0819.54-13.331.3813.11-0.7237.76-3.65-2.1511.30-24.67-12.066.83-53.69-27.880.16-11.11-11.110.09-50.0-30.779.66-47.7-22.976.83-53.69-27.8816.36-16.3410.57
22Q3 (12)2812.012.00.6615.79-41.070.4742.42-49.461.7446.22-6.951.2219.61-25.6139.19-4.51-8.7315.0012.02-30.0714.756.04-13.840.1828.57-48.570.1828.57-35.7118.478.46-13.8914.756.04-13.844.153.8612.46
22Q2 (11)250.013.640.57-8.06-9.520.33-17.5-37.741.1991.9436.781.02-11.3-26.0941.047.3811.2513.39-2.550.013.912.5140.510.14-12.5-26.320.14-12.50.017.030.3539.4813.912.5140.51-14.294.46-12.24
22Q1 (10)250.013.640.6216.98158.330.40-6.98100.00.62-74.17158.331.15-17.2719.7938.22-0.96-3.6113.746.9387.1913.5743.29155.560.16-11.11128.570.1623.08220.016.9735.33155.5713.5743.29155.56-16.25-17.85-30.37
21Q4 (9)250.013.640.53-52.68-11.670.43-53.76-14.02.4028.34-4.761.39-15.248.5938.59-10.13-0.8512.85-40.09-12.119.47-44.68-6.70.18-48.57-5.260.13-53.570.012.54-41.54-5.149.47-44.68-6.71.8012.5510.86
21Q3 (8)2513.6413.641.1277.7821.740.9375.4732.861.87114.94-2.091.6418.8422.3942.9416.41.1321.4560.199.7217.1272.9315.830.3584.2134.620.28100.040.021.4575.6816.0717.1272.9315.8331.30120.14120.23
21Q2 (7)220.00.00.63162.531.250.53165.032.50.87262.5-12.121.3843.758.6636.89-6.966.0113.3982.4311.689.9086.4420.730.19171.4326.670.14180.040.012.2183.8915.39.9086.4420.739.3851.2552.50
21Q1 (6)220.015.790.24-60.0-59.320.20-60.0-45.950.24-90.48-59.320.96-25.0-19.3339.651.8815.87.34-49.79-35.565.31-47.68-42.720.07-63.16-50.00.05-61.54-54.556.64-49.77-42.665.31-47.68-42.72-14.74-47.39-44.28
20Q4 (5)220.015.790.60-34.78-6.250.50-28.576.382.5231.94-26.321.28-4.48-14.6738.92-8.346.8914.62-25.2221.5310.15-31.3327.990.19-26.925.560.13-35.08.3313.22-28.4626.0210.15-31.3327.99--0.00
20Q3 (4)220.00.00.9291.670.00.7075.00.01.9192.930.01.345.510.042.4622.010.019.5563.050.014.7880.240.00.2673.330.00.2100.00.018.4874.50.014.7880.240.0--0.00
20Q2 (3)2215.790.00.48-18.640.00.408.110.00.9967.80.01.276.720.034.801.640.011.995.270.08.20-11.540.00.157.140.00.1-9.090.010.59-8.550.08.20-11.540.0--0.00
20Q1 (2)190.00.00.59-7.810.00.37-21.280.00.59-82.750.01.19-20.670.034.24-5.960.011.39-5.320.09.2716.90.00.14-22.220.00.11-8.330.011.5810.390.09.2716.90.0--0.00
19Q4 (1)190.00.00.640.00.00.470.00.03.420.00.01.50.00.036.410.00.012.030.00.07.930.00.00.180.00.00.120.00.010.490.00.07.930.00.0--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)
2024/110.5945.88-2.685.84-3.071.51N/A-
2024/100.4-23.28-20.775.26-3.121.41N/A-
2024/90.526.668.264.86-1.31.570.66-
2024/80.49-12.633.324.33-2.341.540.67-
2024/70.5614.15-0.33.84-3.021.570.66-
2024/60.49-5.68-30.373.28-3.471.590.58-
2024/50.52-9.84-25.642.793.571.70.54-
2024/40.58-4.3817.22.2713.831.550.59-
2024/30.663.461.551.6912.731.690.5-
2024/20.37-48.45-35.591.0920.081.50.56-
2024/10.7274.07116.620.72116.621.730.49銷貨增加
2023/120.41-31.45-16.566.4434.991.520.57-
2023/110.618.7639.776.0340.951.590.54-
2023/100.514.8411.275.4341.081.460.59-
2023/90.481.7919.894.9245.081.520.48-
2023/80.47-15.714.844.4448.471.740.42-
2023/70.56-20.2737.443.9653.871.970.37銷貨增加
2023/60.710.7243.473.456.971.90.47銷貨增加
2023/50.742.09147.182.6960.941.790.5銷貨增加
2023/40.49-17.1597.521.9943.361.660.54銷貨增加
2023/30.63.6646.411.531.511.50.51-
2023/20.5773.3682.280.9123.261.40.55防火工程增加
2023/10.33-32.95-21.050.33-21.051.260.61-
2022/120.4914.8377.494.77-11.171.380.58本月增加營收超過50%以上為年底銷貨增加
2022/110.43-5.44-17.384.28-16.021.290.62-
2022/100.4512.96-23.33.85-15.861.270.63-
2022/90.4-2.49-31.053.39-14.751.230.67-
2022/80.410.88-24.882.99-11.951.310.62-
2022/70.41-16.77-18.312.58-9.451.180.69-
2022/60.4973.54-21.382.17-7.551.020.76-
2022/50.2813.54-36.931.67-2.510.940.83-
2022/40.25-38.58-19.641.399.690.970.8-
2022/30.4129.0656.81.1419.211.140.84去年同期因疫情影響,外銷訂單減少
2022/20.31-24.914.860.735.241.010.95-
2022/10.4250.735.530.425.531.220.79-
2021/120.28-46.54-14.775.375.761.390.76-
2021/110.52-12.232.275.097.171.70.62-
2021/100.591.5535.924.577.761.730.61-
2021/90.586.2324.943.984.531.640.63-
2021/80.559.723.423.391.671.680.61-
2021/70.5-19.8916.822.84-1.671.580.65-
2021/60.6339.223.862.34-4.841.390.56-
2021/50.4544.673.361.72-12.311.020.77-
2021/40.3119.84-7.21.27-16.790.870.9-
2021/30.26-13.68-48.90.96-19.490.960.81-
2021/20.3-24.43-6.290.72.391.020.76-
2021/10.421.7310.120.410.121.230.63-
2020/120.33-35.85-43.015.08-11.331.270.57-
2020/110.5116.643.934.75-7.811.410.51-
2020/100.44-6.64-2.234.24-9.041.350.53-
2020/90.474.9311.863.81-9.771.340.54-
2020/80.453.8326.243.34-12.141.380.53-
2020/70.43-15.07-16.992.89-16.071.370.53-
2020/60.5116.174.582.46-15.961.270.47-
2020/50.4329.88-59.451.96-19.961.280.47外銷與工程認列收入減少
2020/40.33-34.02.911.5210.851.160.52-
2020/30.5158.2732.871.1913.311.190.46-
2020/20.32-11.240.170.682.121.250.44-
2020/10.36-37.0-17.710.36-17.710.0N/A-
2019/120.5716.9918.695.7317.440.0N/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)307.142.238.252.2741.876.4435.0136.86-5.3413.05-1.7310.59-11.750.8433.330.8415.070.6819.3
2022 (9)2812.02.06-13.081.60-23.814.77-11.1738.94-1.8413.28-9.2312.007.430.63-20.250.73-3.950.57-5.0
2021 (8)2513.642.37-4.822.106.65.375.539.675.1414.630.8311.174.590.796.760.7610.140.611.11
2020 (7)2215.792.49-26.331.97-11.665.09-11.0137.730.1614.51-1.6910.68-4.730.74-11.90.69-15.850.54-15.62
2019 (6)1918.753.38-18.162.2331.185.7215.3237.671.8414.766.0311.21-15.080.8421.740.82-1.20.64-1.54
2018 (5)160.04.1341.441.708.284.9616.9836.990.8713.924.0413.2021.210.6921.050.8348.210.6541.3
2017 (4)1614.292.92-10.71.574.674.243.6736.67-9.2313.38-2.1210.89-6.040.571.790.56-3.450.46-2.13
2016 (3)140.03.2728.241.5040.194.0912.6740.403.9113.6726.9311.5917.310.5643.590.5834.880.4730.56
2015 (2)140.02.5580.851.0787.723.6316.7238.8825.2210.7756.549.8857.070.3985.710.4379.170.3680.0
2014 (1)147.691.412.920.570.03.1120.5431.0506.8806.2900.21-4.550.244.350.211.11

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