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)4550.00.661.706.254.291.236.03-3.154.5859.033.85160.094.171.8217.10-1.334.785.200.78-2.075.231.362.958.324.79-0.367.736.334.886.531.243.325.231.362.958.3815.6217.46
24Q2 (19)4550.220.891.6025.03.231.1628.89-3.332.88125.03.6153.6812.59-4.3417.338.728.655.1620.03.415.1616.227.727.9435.26-0.877.2725.134.016.4516.228.45.1616.227.724.9621.2112.83
24Q1 (18)4540.440.671.2817.434.070.90-3.23-1.11.28-76.734.07136.49-2.67-7.015.94-1.126.764.3012.5710.264.4426.8613.555.879.722.625.8117.374.685.5528.7714.434.4426.8613.55-6.74-7.85-15.00
23Q4 (17)4520.00.441.09-33.13-18.660.93-26.77-26.195.5024.72-9.84140.23-10.81-25.1116.12-1.237.473.82-28.06-6.63.50-31.14.175.35-35.93-30.074.95-32.84-17.774.31-31.81.653.50-31.14.17-6.47-13.99-10.47
23Q3 (16)4520.220.671.635.16-16.411.275.83-21.124.4158.63-7.55157.23-2.13-29.6216.322.3214.775.316.4113.465.086.0520.678.354.24-20.177.375.44-16.066.326.2218.575.086.0520.673.6715.5918.85
23Q2 (15)4510.00.451.5526.02-1.91.2031.87-18.922.78126.02-1.07160.659.46-20.815.956.8317.84.9927.959.914.7922.5128.428.0140.03-12.936.9925.95-1.695.9522.6825.794.7922.5128.42-6.078.902.04
23Q1 (14)4510.220.451.23-8.210.00.91-27.78-13.331.23-79.840.0146.77-21.61-17.9814.93-0.4718.683.90-4.6514.043.9116.3729.045.72-25.23-6.695.55-7.810.544.8514.3926.33.9116.3729.04-18.89-19.75-24.76
22Q4 (13)4500.220.451.34-31.2817.541.26-21.74-4.556.1027.8818.91187.24-16.18-8.115.005.4915.034.09-12.610.993.36-20.1918.317.65-26.86-7.276.02-31.4418.044.24-20.4517.783.36-20.1918.31-3.02-3.93-6.48
22Q3 (12)4490.00.221.9523.4230.01.618.7835.294.7769.7519.25223.3910.1426.4314.225.025.414.683.0811.964.2112.878.5110.4613.741.738.7823.4930.655.3312.688.334.2112.878.5111.7525.9424.87
22Q2 (11)4490.00.451.5828.4615.331.4840.9542.312.81128.4612.4202.8313.3523.3213.547.631.654.5432.7513.53.7323.1-2.19.250.0839.827.1128.816.374.7323.18-2.073.7323.1-2.10.5918.1810.25
22Q1 (10)4490.220.451.237.898.851.05-20.452.941.23-76.028.85178.94-12.174.2812.58-3.530.483.42-15.56-0.873.036.693.776.13-25.73.555.528.249.313.846.673.783.036.693.771.57-8.05-4.76
21Q4 (9)4480.00.451.14-24.039.021.3210.92-2.945.1328.2519.3203.7415.314.1713.04-3.3411.364.05-3.11-0.982.84-26.826.798.2511.793.05.1-24.1138.963.60-26.8328.572.84-26.826.7911.37-7.2512.67
21Q3 (8)4480.220.451.509.49-13.291.1914.42-10.534.0060.014.94176.697.42-6.5513.491.283.934.184.5-11.813.881.84-11.427.3812.16-17.636.729.98-13.074.921.86-12.463.881.84-11.421.6415.368.19
21Q2 (7)4470.00.221.3721.2421.241.041.9657.582.50121.2442.86164.48-4.141.2113.326.3917.564.0015.9463.273.8130.4831.836.5811.1565.336.1120.9921.474.8330.5430.193.8130.4831.83-8.2129.52-11.52
21Q1 (6)4470.220.451.1337.882.261.02-25.0117.021.13-73.7282.26171.59-12.2726.8812.526.9210.993.45-15.65126.972.9230.3690.855.92-26.09188.785.0537.682.973.7032.1488.782.9230.3690.85-4.41-7.40-11.37
20Q4 (5)4460.00.450.82-52.6-39.261.362.26-5.564.3023.56-10.42195.593.45-21.8111.71-9.78-0.264.09-13.719.652.24-48.86-18.558.01-10.6-14.243.67-52.52-39.042.80-50.18-20.682.24-48.86-18.55--0.00
20Q3 (4)4460.00.01.7353.10.01.33101.520.03.4898.860.0189.0716.340.012.9814.560.04.7493.470.04.3851.560.08.96125.130.07.7353.680.05.6251.480.04.3851.560.0--0.00
20Q2 (3)4460.220.01.1382.260.00.6640.430.01.75182.260.0162.5120.160.011.330.440.02.4561.180.02.8988.890.03.9894.150.05.0382.250.03.7189.290.02.8988.890.0--0.00
20Q1 (2)4450.230.00.62-54.070.00.47-67.360.00.62-87.080.0135.24-45.930.011.28-3.920.01.52-59.250.01.53-44.360.02.05-78.050.02.76-54.150.01.96-44.480.01.53-44.360.0--0.00
19Q4 (1)4440.00.01.350.00.01.440.00.04.800.00.0250.140.00.011.740.00.03.730.00.02.750.00.09.340.00.06.020.00.03.530.00.02.750.00.0--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)
2024/1046.43-13.49-6.84496.69-3.46156.33N/A-
2024/953.67-4.52-2.61450.25-3.09160.090.51-
2024/856.2212.018.16396.58-3.16158.670.52-
2024/750.19-3.960.09340.36-4.81153.580.53-
2024/652.262.21-4.71290.17-5.61153.680.5-
2024/551.131.67-7.56237.91-5.8151.430.51-
2024/450.290.54-0.4186.78-5.31132.580.58-
2024/350.0254.96-18.0136.49-7.0136.490.57-
2024/232.27-40.44-28.8186.470.81127.070.61-
2024/154.233.4834.0354.234.03144.580.54-
2023/1240.6-18.43-30.59604.88-23.66140.230.57-
2023/1149.78-0.13-24.76564.28-23.11154.740.52-
2023/1049.85-9.55-20.33514.5-22.94156.940.51-
2023/955.116.03-26.82464.66-23.21157.230.48-
2023/851.983.66-30.04409.54-22.7156.960.48-
2023/750.14-8.57-32.04357.57-21.51160.30.47-
2023/654.84-0.85-22.18307.42-19.47160.650.5-
2023/555.329.55-19.43252.58-18.86166.810.49-
2023/450.49-17.22-20.72197.26-18.69156.830.52-
2023/361.034.54-12.15146.77-17.97146.770.59-
2023/245.3412.12-10.5785.77-21.67144.270.6-
2023/140.44-30.87-31.2340.44-31.23165.10.52-
2022/1258.5-11.59-12.49792.4110.59187.240.5-
2022/1166.175.75-2.85733.9112.97204.050.46-
2022/1062.57-16.92-9.02667.7414.82212.180.44-
2022/975.311.3619.28605.1718.02223.390.46-
2022/874.30.725.14529.8617.84218.560.47-
2022/773.784.6836.16455.5616.73212.920.48-
2022/670.482.6433.6381.7813.59202.830.64-
2022/568.677.8134.47311.39.87201.80.64-
2022/463.69-8.284.97242.634.46183.830.71-
2022/369.4436.9720.62178.944.28178.940.8-
2022/250.7-13.7820.12109.5-3.96176.350.81-
2022/158.81-12.03-18.1258.81-18.12193.770.74-
2021/1266.85-1.8512.91716.54.99203.740.65-
2021/1168.11-0.96-3.6649.654.24200.020.66-
2021/1068.778.924.63581.545.24191.280.69-
2021/963.146.34-12.67512.765.32176.690.72-
2021/859.379.570.13449.638.46166.30.76-
2021/754.182.71-5.72390.269.86157.990.8-
2021/652.753.316.01336.0712.86164.480.68-
2021/551.06-15.83-1.66283.3212.3169.30.66-
2021/460.675.38-6.83232.2615.92160.440.7-
2021/357.5736.412.05171.5926.88171.590.6-
2021/242.2-41.2364.18114.0244.64173.230.59本月增減百分比達50%以上,係因109年Q4原料短缺,故延後至110年1、2月出貨。
2021/171.8221.3135.1871.8235.18201.680.51-
2020/1259.2-16.2-16.34682.41-15.38195.590.52-
2020/1170.667.5-17.54623.21-15.28208.690.49-
2020/1065.73-9.09-29.79552.55-14.98197.320.52-
2020/972.321.94-22.63486.82-12.49189.070.46-
2020/859.293.15-30.89414.52-10.45162.230.54-
2020/757.4826.41-21.96355.23-5.8154.870.57-
2020/645.47-12.43-31.43297.76-1.87162.510.45-
2020/551.93-20.262.68252.296.38173.460.42-
2020/465.1215.4429.81200.367.38147.230.49-
2020/356.41119.457.2135.24-0.85135.240.65-
2020/225.7-51.62-11.7578.83-5.91149.60.59-
2020/153.13-24.92-2.8153.13-2.81209.590.42-
2019/1270.77-17.4148.12806.4424.420.0N/A-
2019/1185.7-8.4635.36735.6722.540.0N/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)4520.445.42-9.974.31-20.19604.88-23.6715.8414.294.537.354.3520.1727.43-18.032.66-10.024.85-9.41
2022 (9)4500.456.0218.275.4018.16792.4110.5913.865.884.227.383.628.3833.4518.9136.2919.7727.4319.36
2021 (8)4480.455.0919.24.5719.63716.55.013.0910.093.9316.623.3417.1928.1322.330.322.2822.9819.75
2020 (7)4460.454.27-10.483.82-12.39682.41-15.3911.891.713.37-1.752.851.4223.0-16.7624.78-14.9619.19-10.12
2019 (6)4440.234.7716.634.3641.1806.524.4411.69-2.753.4314.332.81-4.7527.6342.229.1423.2721.3516.86
2018 (5)4430.454.09-11.663.09-0.32648.116.712.02-2.363.00-17.132.95-17.3719.43-11.6823.64-16.9918.27-11.18
2017 (4)4410.464.636.193.10-8.55607.42-5.5812.318.943.62-1.93.5712.2622.0-7.2928.483.0420.576.36
2016 (3)4390.694.368.733.394.95643.29-1.9211.303.763.6911.483.1814.823.739.4627.6411.7719.349.08
2015 (2)4360.934.0113.923.2310.62655.8925.5510.89-8.493.31-5.432.77-10.0621.6818.4724.7320.7517.7314.76
2014 (1)4320.473.52130.072.92192.0522.423.4411.9003.5003.08018.3163.6920.48124.8115.45130.94

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