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)791.281.280.35-46.97-56.790.38-25.49-11.631.7724.65-7.331.87-24.6-24.645.697.519.7319.39-9.18-5.2814.82-29.26-42.180.36-32.08-29.410.28-46.15-55.5618.46-29.49-42.3714.82-29.26-42.18-7.92-30.062.64
24Q2 (19)780.00.00.66-13.16-1.490.5130.7730.771.4286.8429.092.488.7720.9842.50-4.0-3.1221.355.380.0520.95-19.42-18.360.5315.2220.450.52-11.86-1.8926.18-19.47-17.820.95-19.42-18.36-8.84-3.06-14.51
24Q1 (18)780.00.00.767.0476.740.39-59.795.410.76-71.176.742.28-26.4527.3744.275.880.5220.26-16.04-4.9326.0044.1239.040.46-38.6721.050.595.3678.7932.5186.239.0526.0044.1239.04-0.72-2.6532.89
23Q4 (17)780.00.00.71-12.3518.330.97125.5838.572.6337.7-21.263.125.064.8941.810.41-7.8124.1317.88-10.018.04-29.61-27.870.7547.0650.00.56-11.1119.1517.46-45.49-22.8518.04-29.61-27.8722.994.2767.92
23Q3 (16)780.00.00.8120.9-10.990.4310.262.381.9173.64-30.042.4820.9812.2241.64-5.08-1.5620.47-4.08-10.6925.63-0.12-20.260.5115.910.00.6318.87-11.2732.030.57-20.2825.63-0.12-20.2617.7538.367.83
23Q2 (15)780.00.00.6755.81-23.860.395.41-27.781.10155.81-39.892.0514.53-8.8943.87-0.39-8.8721.340.14-20.0125.6637.22-15.840.4415.79-26.670.5360.61-23.1931.8536.23-16.4325.6637.22-15.844.8713.74-20.87
23Q1 (14)780.00.00.43-28.33-54.740.37-47.14-41.270.43-87.13-54.741.79-4.79-28.6944.04-2.891.1521.31-20.51-22.7118.70-25.23-36.850.38-24.0-44.930.33-29.79-55.4123.383.31-36.8318.70-25.23-36.85-9.86-31.209.77
22Q4 (13)780.00.00.60-34.07-18.920.7066.67-6.673.3422.3479.571.88-14.93-9.6245.357.21-2.6826.8116.97-6.0625.01-22.18-10.040.5-1.96-15.250.47-33.8-18.9722.63-43.68-18.6625.01-22.18-10.04-8.36-15.3322.23
22Q3 (12)780.00.00.913.4149.180.42-22.22-27.592.7349.18143.752.21-1.781.3842.30-12.13-4.4522.92-14.09-13.0532.145.4147.160.51-15.0-10.530.712.947.9240.185.4347.1332.145.4147.16-6.07-1.98-18.25
22Q2 (11)780.00.00.88-7.37114.630.54-14.29-3.571.8392.63258.822.25-10.3611.9448.1410.5611.226.68-3.233.9830.492.9792.610.6-13.0415.380.69-6.76115.6238.112.9792.5730.492.9792.615.1610.50-15.14
22Q1 (10)780.00.00.9528.38850.00.63-16.0600.00.95-48.92850.02.5120.6765.1343.54-6.5766.3727.57-3.4370.4829.616.51467.240.6916.95666.670.7427.59825.037.0133.03471.1429.616.51467.248.0424.846.65
21Q4 (9)780.00.00.7421.31208.330.7529.3197.371.8666.0720.02.08-4.5928.446.605.2632.5428.548.2797.5127.8027.29143.220.593.51156.520.5820.83205.2627.821.87256.6727.8027.29143.221.9435.0516.44
21Q3 (8)780.00.00.6148.7869.440.583.5726.091.12119.61-14.52.188.4615.9644.272.264.8626.362.7316.8421.8437.9745.50.579.6235.710.4850.071.4327.3138.048.7521.8437.9745.520.35179.39262.90
21Q2 (7)780.00.00.41310.0-4.650.56522.223.70.51410.0-46.322.0132.24-1.4743.2965.42-1.5925.66337.883.1815.83203.26-4.180.52477.781.960.32300.0-5.8819.79205.4-4.1615.83203.26-4.1813.04125.84222.95
21Q1 (6)780.00.00.10-58.33-80.770.09-76.32-78.050.10-93.55-80.771.52-6.17-18.7226.17-25.57-38.185.86-59.45-74.225.22-54.33-76.20.09-60.87-78.570.08-57.89-80.496.48-16.92-76.365.22-54.33-76.2-10.00-45.83-46.85
20Q4 (5)780.00.00.24-33.33-20.00.38-17.39-25.491.5518.32-6.631.62-13.83-12.4335.16-16.72-9.9414.45-35.95-36.3211.43-23.85-10.980.23-45.24-45.240.19-32.14-20.837.80-57.52-44.7611.43-23.85-10.98--0.00
20Q3 (4)780.00.00.36-16.280.00.46-14.810.01.3137.890.01.88-7.840.042.22-4.020.022.56-9.290.015.01-9.140.00.42-17.650.00.28-17.650.018.36-11.090.015.01-9.140.0--0.00
20Q2 (3)780.00.00.43-17.310.00.5431.710.00.9582.690.02.049.090.043.993.920.024.879.410.016.52-24.670.00.5121.430.00.34-17.070.020.65-24.660.016.52-24.670.0--0.00
20Q1 (2)780.00.00.5273.330.00.41-19.610.00.52-68.670.01.871.080.042.338.430.022.730.180.021.9370.790.00.420.00.00.4170.830.027.4194.120.021.9370.790.0--0.00
19Q4 (1)780.00.00.300.00.00.510.00.01.660.00.01.850.00.039.040.00.022.690.00.012.840.00.00.420.00.00.240.00.014.120.00.012.840.00.0--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)
2024/100.54-25.22-39.367.16-0.631.77N/A-
2024/90.7242.54-23.856.624.831.870.89-
2024/80.51-19.95-29.785.99.911.661.0-
2024/70.6323.1-21.135.3916.12.090.79-
2024/60.52-45.39-19.824.7623.892.480.62-
2024/50.94-7.5334.344.2432.682.610.59-
2024/41.0258.7744.373.332.222.150.72-
2024/30.6432.38-12.412.2827.412.280.93-
2024/20.49-57.77-10.781.6455.152.660.79主要係受客戶訂單需求增加影響
2024/11.1512.18125.551.15125.553.360.63主要係受客戶訂單需求增加影響
2023/121.02-13.2485.579.416.393.10.68主要係受客戶訂單需求增加影響
2023/111.1832.3867.838.391.123.020.7主要係受客戶訂單需求增加影響
2023/100.89-6.0943.037.21-5.052.570.82-
2023/90.9531.4434.516.32-9.362.480.93-
2023/80.72-10.09-5.655.37-14.32.171.06-
2023/70.825.149.324.64-15.512.151.07-
2023/60.64-8.5-5.273.84-19.352.051.1-
2023/50.7-0.63-20.893.2-21.692.141.05-
2023/40.71-3.683.42.49-21.911.981.13-
2023/30.7334.84-16.651.79-28.81.791.39-
2023/20.546.74-26.561.05-35.361.611.55-
2023/10.51-7.69-42.70.51-42.71.771.41-
2022/120.55-21.54-9.58.8513.581.881.28-
2022/110.712.81-0.138.315.552.031.18-
2022/100.62-11.69-18.357.5917.252.11.15-
2022/90.71-7.8-5.836.9722.022.211.1-
2022/80.774.177.36.2626.232.181.11-
2022/70.748.432.725.529.422.31.06-
2022/60.68-23.59-5.654.7634.832.251.16-
2022/50.8929.8835.724.0845.182.451.07-
2022/40.68-22.366.483.1948.052.31.14-
2022/30.8818.8146.112.5165.652.511.0去年同期受全球疫情嚴峻影響致營收較低,今年疫情趨緩,營收相對增加。
2022/20.74-16.7195.961.6378.552.241.12去年同期受全球疫情嚴峻影響致營收較低,今年疫情趨緩,營收相對增加。
2022/10.8945.7966.240.8966.242.21.14去年同期受全球疫情嚴峻影響致營收較低,今年疫情趨緩,營收相對增加。
2021/120.61-13.4129.577.795.152.081.16-
2021/110.7-7.7626.727.183.492.221.09-
2021/100.761.8428.236.471.462.231.08-
2021/90.755.0725.965.71-1.282.180.87-
2021/80.71-0.2717.524.96-4.412.150.88-
2021/70.72-0.46.14.25-7.322.090.91-
2021/60.729.9210.973.53-9.642.010.86-
2021/50.651.9-16.162.81-13.741.90.91-
2021/40.646.524.862.16-12.971.621.07-
2021/30.659.35-3.111.52-18.821.521.11-
2021/20.38-29.34-40.580.91-26.671.381.21-
2021/10.5413.63-12.140.54-12.141.561.08-
2020/120.47-15.32-26.657.41-9.431.621.21-
2020/110.56-6.66-4.266.94-7.971.751.12-
2020/100.60.04-5.596.38-8.281.81.09-
2020/90.6-1.973.185.79-8.541.881.19-
2020/80.61-9.96-1.645.19-9.721.931.16-
2020/70.674.16-6.614.58-10.692.11.06-
2020/60.65-16.953.013.91-11.362.040.95-
2020/50.7827.46-1.943.26-13.762.010.96-
2020/40.61-1.57-23.662.48-16.911.871.04-
2020/30.62-2.26-18.681.87-14.431.870.92-
2020/20.644.467.081.25-12.131.890.91-
2020/10.61-5.13-26.010.61-26.011.830.93-
2019/120.6410.5228.748.183.830.0N/A-
2019/110.58-7.95-15.277.542.150.0N/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)780.02.61-20.672.18-4.89.416.3342.64-4.7822.02-15.3721.82-26.012.07-10.02.41-22.262.05-21.46
2022 (9)780.03.2978.82.2916.848.8513.6144.788.926.0214.2729.4958.212.329.943.185.632.6180.0
2021 (8)780.01.8419.481.9610.737.795.1341.12-0.1522.776.118.6413.81.7711.321.6719.291.4519.83
2020 (7)780.01.54-6.671.7712.037.41-9.4141.1811.7521.4610.7916.383.281.590.631.4-14.111.21-6.92
2019 (6)780.01.651.851.5821.548.183.8136.857.8419.3716.1315.86-3.121.5820.611.633.821.30.78
2018 (5)781.31.624.521.30-28.577.88-22.3634.172.2716.681.0316.3737.331.31-22.021.578.281.296.61
2017 (4)771.321.5525.01.8254.2410.152.7333.4123.1516.5147.5411.9221.761.6851.351.4526.091.2124.74
2016 (3)760.01.2467.571.18122.649.88-5.1827.1325.7211.19116.869.7976.081.11105.561.1564.290.9767.24
2015 (2)761.330.74-71.650.53-76.9610.42-20.4621.58-28.355.16-67.895.56-63.970.54-74.410.7-69.70.58-71.29
2014 (1)750.02.6150.872.3059.7213.11.6330.12016.07015.4302.1136.132.3133.532.0253.03

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