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)9915.1219.2818.32-10.24-7.0118.1222.1813.3957.3627.7844.7443.7236.8434.0762.181.40.2155.260.75-0.441.57-25.5-18.1524.1637.8233.5518.113.3110.4355.66-12.73-2.7841.57-25.5-18.1512.63-13.43-0.11
24Q2 (19)860.021.1320.41-16.6333.8414.83-22.449.0544.8983.3797.5831.95-11.5934.9861.32-8.831.1254.85-11.022.755.80-4.5321.217.53-21.3238.6917.53-16.6462.4763.78-5.511.1955.80-4.5321.2-8.70-5.96-13.71
24Q1 (18)863.6122.8624.484.7229.0319.11-5.02257.224.48-60.84229.0336.14-5.81131.5267.26-0.0623.8461.641.4149.5858.4515.471.0122.28-4.46246.521.038.63302.8767.4913.7565.8258.4515.471.015.9311.6910.45
23Q4 (17)830.038.3323.3818.68301.0320.1225.91448.2362.5257.76201.7438.3717.66211.9567.308.4639.6860.789.5575.7750.65-0.2872.5123.3228.91448.7119.3618.05451.5759.333.6376.6350.65-0.2872.5127.7223.9343.26
23Q3 (16)8316.940.6819.7029.18276.6715.9860.6544.3539.6374.43156.1732.6137.77172.6662.052.3360.9655.483.88130.8850.7910.3294.318.0943.12530.3116.451.99434.257.25-0.1996.3350.7910.3294.344.7067.0873.29
23Q2 (15)711.4324.5615.25104.97330.799.9585.98314.5822.72205.38119.5223.6751.63127.660.6411.6667.1953.4129.6125.7446.0434.7126.5712.6496.58413.8210.79106.7431.5357.3640.93182.8446.0434.7126.5739.2766.3065.88
23Q1 (14)7016.6722.817.4427.629.095.3545.78698.517.44-64.099.0915.6126.9194.1554.3112.7272.6341.2119.17180.3434.1816.42-29.476.4351.29444.925.2248.7234.1940.7021.17-25.8534.1816.42-29.4714.8819.5546.88
22Q4 (13)601.695.265.8311.47450.03.6747.98447.7620.7233.94232.5812.32.8459.9548.1824.9866.2534.5843.9312.1629.3612.32273.544.2548.08553.853.5114.33475.4133.5915.19335.6729.3612.32273.548.9229.6125.65
22Q3 (12)593.513.515.2347.74184.242.483.33181.8215.4749.47199.8111.9615.087.1738.556.2930.4124.031.5662.6926.1428.6455.782.8716.67205.323.0751.23192.3829.1643.7966.4426.1428.6455.7822.18-0.18130.77
22Q2 (11)570.00.03.54-48.0985.342.40258.21133.0110.3551.76211.7510.429.3554.0736.2715.2920.5823.6660.9558.0520.32-58.0723.532.46108.47143.562.03-47.8184.5520.28-63.0525.0320.32-58.0723.5316.95247.65129.10
22Q1 (10)570.014.06.82543.4320.990.670.0-25.566.829.47320.998.044.5527.4231.468.56-0.7614.7075.210.5548.46516.54275.661.1881.5428.263.89537.7380.2554.89611.93309.6348.46516.54275.6612.45250.50-11.93
21Q4 (9)570.014.01.06-42.39-73.30.67-23.86-48.856.2320.74-38.137.6920.3415.6428.98-1.96-14.298.39-43.2-60.837.86-53.16-73.830.65-30.85-54.230.61-41.9-69.357.71-55.99-75.737.86-53.16-73.837.50-23.02-19.21
21Q3 (8)570.014.01.84-3.6613.580.88-14.56-24.145.1655.42-15.276.39-5.332.929.56-1.73-7.7414.77-1.34-28.8516.782.0123.380.94-6.93-27.131.05-4.5529.6317.528.0115.0416.782.0123.380.827.12-0.06
21Q2 (7)5714.014.01.9117.9-2.551.0314.44-9.653.32104.94-25.566.756.9724.0830.08-5.11-14.6414.972.39-33.6116.4527.52-8.21.019.78-17.891.135.812.2416.2221.04-18.2916.4527.52-8.20.93-20.64-8.43
21Q1 (6)500.00.01.62-59.19-35.20.90-31.3-3.231.62-83.91-35.26.31-5.1120.4231.70-6.24-4.0814.62-31.75-27.2612.90-57.06-47.20.92-35.21-12.380.81-59.3-35.7113.40-57.82-49.5312.90-57.06-47.20.9942.94-9.19
20Q4 (5)500.0-1.963.97145.0696.531.3112.9328.4310.0765.3554.456.657.099.5633.815.52-3.9521.423.18-2.0130.04120.8878.921.4210.086.771.99145.6895.131.77108.644.4730.04120.8878.92--0.00
20Q3 (4)500.00.01.62-17.350.01.161.750.06.0936.550.06.2114.150.032.04-9.080.020.76-7.940.013.60-24.110.01.294.880.00.81-17.350.015.23-23.270.013.60-24.110.0--0.00
20Q2 (3)500.00.01.96-21.60.01.1422.580.04.4678.40.05.443.820.035.246.630.022.5512.190.017.92-26.650.01.2317.140.00.98-22.220.019.85-25.240.017.92-26.650.0--0.00
20Q1 (2)50-1.960.02.5023.760.00.93-8.820.02.50-61.660.05.24-13.670.033.05-6.110.020.10-8.050.024.4345.50.01.05-21.050.01.2623.530.026.5520.740.024.4345.50.0--0.00
19Q4 (1)510.00.02.020.00.01.020.00.06.520.00.06.070.00.035.200.00.021.860.00.016.790.00.01.330.00.01.020.00.021.990.00.016.790.00.0--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)
2024/1115.5810.0125.2141.5446.344.75N/A-
2024/1014.16-5.714.02125.9649.4143.84N/A-
2024/915.022.3623.43111.855.5243.720.16年度累計增加主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/814.674.5430.6296.7962.0639.140.17年度累計增加主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/714.0334.4452.2182.1269.3434.610.2主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/610.442.9324.668.0973.3631.950.24主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/510.14-10.8731.2457.6586.5735.540.21主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/411.38-18.8850.3847.51105.0234.70.22主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/314.0250.87109.2636.14131.536.140.17主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/29.3-27.46102.5422.11148.2335.620.18主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2024/112.81-5.13196.812.81196.838.760.16主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/1213.518.57236.39110.26158.2438.370.13主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/1112.440.19199.3496.75150.1337.020.13主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/1012.422.07201.0784.31144.2135.810.14主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/912.178.32199.4971.89136.4932.610.2主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/811.2321.82169.3859.72126.7728.820.23主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/79.2210.04147.4148.49118.7625.320.26主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/68.388.42137.5239.28112.9723.670.25主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/57.732.12120.2830.9107.1721.990.27主要由於絲束和醋片需求持續強勁,及調整售價,暨絲束產能擴增貢獻所致。
2023/47.5712.88124.4123.17103.1418.860.31主要由於絲束和醋片需求持續強勁,及絲束產能擴增貢獻所致。
2023/36.746.0299.215.6194.2215.610.42主要由於絲束和醋片需求持續強勁,及銷售價格調漲,暨絲束產能擴增貢獻所致。
2023/24.596.29135.658.9190.6312.920.51主要由於絲束和醋片需求持續強勁,且銷售價格調漲所致。
2023/14.327.5158.454.3258.4512.490.52主要由於絲束和醋片需求持續強勁,且銷售價格調漲所致。
2022/124.02-3.3844.9442.6957.2512.30.3主要係絲束及醋片市場需求強勁,加上開拓亞洲市場效益彰顯;另醋酐廠去年底完工今年穩定外賣,暨絲束產能今年3月底擴充所致。
2022/114.160.7755.7738.6858.6512.340.3主要係絲束及醋片市場需求強勁,加上開拓亞洲市場效益彰顯;另醋酐廠去年底完工今年穩定外賣,暨絲束產能今年3月底擴充所致。
2022/104.121.5382.8834.5259.0112.360.3主要係絲束及醋片市場需求強勁,加上開拓亞洲市場效益彰顯;另醋酐廠去年底完工今年穩定外賣,暨絲束產能今年3月底擴充所致。
2022/94.06-2.5685.4230.456.2411.960.29主要係絲束及醋片市場需求強勁,加上開拓亞洲市場效益彰顯;另醋酐廠去年底完工今年穩定外賣,暨絲束產能今年3月底擴充所致。
2022/84.1711.8998.3126.3452.5411.420.3差異主要係絲束及醋片市場需求強勁,加上本公司開拓亞洲市場有成;再者醋酐廠完工批量外賣,絲束產能擴充,致營收增加。
2022/73.735.6577.3822.1746.1910.760.32差異主要係絲束市場需求強勁,加上本公司開拓亞洲 市場有成;再者醋酐廠完工批量外賣,絲束產能擴充 致營收增加。
2022/63.530.5552.1518.4441.1810.40.42差異主要係絲束市場需求強勁,加上本公司開拓亞洲 市場有成;再者醋酐廠完工批量外賣,絲束產能擴充 致營收增加。
2022/53.514.0359.5914.9138.8110.240.43差異主要係絲束市場需求強勁,加上本公司開拓亞洲 市場有成;再者醋酐廠完工批量外賣,絲束產能擴充 致營收增加。
2022/43.370.250.9211.4133.478.680.51差異主要係絲束市場需求強勁,加上本公司開拓亞洲市場有成;再者醋酐廠完工批量外賣,絲束產能擴充致營收增加。
2022/33.3672.7544.998.0427.38.040.6-
2022/21.95-28.5315.384.6717.017.440.65-
2022/12.72-1.6418.212.7218.218.160.59-
2021/122.773.8320.1427.1515.367.690.5-
2021/112.6718.322.5424.3814.847.110.54-
2021/102.262.954.2321.7113.966.550.58-
2021/92.194.211.819.4515.26.390.37-
2021/82.10.073.6417.2617.166.520.36-
2021/72.1-9.373.6415.1619.326.620.36-
2021/62.325.4610.2813.0622.296.750.37-
2021/52.2-1.6121.0310.7425.236.750.37-
2021/42.23-3.7346.98.5526.366.240.41-
2021/32.3237.4620.596.3120.416.310.43-
2021/21.69-26.77-4.333.9920.36.30.44-
2021/12.3-0.0448.272.348.276.790.4-
2020/122.315.918.9223.538.186.650.33-
2020/112.180.626.0321.238.16.490.34-
2020/102.160.5514.1119.058.356.340.35-
2020/92.156.0813.8316.897.656.210.33-
2020/82.030.079.5414.746.86.160.34-
2020/72.03-3.568.2912.716.385.940.35-
2020/62.115.7413.9910.686.025.440.48-
2020/51.8219.41-3.768.584.245.260.5-
2020/41.52-20.97-13.766.766.625.210.5-
2020/31.929.0514.315.2414.475.240.55-
2020/21.7613.4942.123.3214.565.440.53-
2020/11.55-26.57-6.11.55-6.10.0N/A-
2019/122.123.1132.0621.7525.140.0N/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)8338.3362.13246.5151.40457.48110.26158.2862.4858.4654.86117.5347.3758.6960.49461.6561.36333.9551.76314.08
2022 (9)605.2617.93237.039.22164.9442.6957.2439.4331.3525.2294.4529.85124.9410.77205.9714.14287.412.5249.16
2021 (8)5714.05.32-46.13.48-23.6827.1515.3830.02-10.4112.97-38.8513.27-38.713.52-29.463.65-34.03.58-29.11
2020 (7)50-1.969.8754.224.5631.7923.538.1833.518.2721.2117.9621.6542.154.9927.625.5346.35.0553.03
2019 (6)5110.876.4070.213.4693.321.7525.0730.9527.7317.9892.9215.2318.253.91141.363.7880.03.346.67
2018 (5)460.03.761.621.79-15.9617.39-0.5124.23-0.579.32-21.4812.8835.441.62-21.742.124.262.2530.81
2017 (4)460.03.70-40.032.13-7.7917.4810.2124.37-11.6111.87-27.939.51-47.372.07-20.691.69-47.021.72-40.07
2016 (3)469.526.17-2.532.3112.1415.8610.2227.570.1516.47-2.218.07-1.792.617.853.195.282.878.3
2015 (2)425.06.3313.042.06-9.2514.394.5827.532.6116.84-12.1518.4013.022.42-8.333.0315.212.6518.3
2014 (1)400.05.60177.232.27122.5513.7671.7926.83019.17016.2802.64133.632.63182.82.24176.54

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