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)980.01.030.27129.35-55.740.56165.120.0-0.6628.26-149.258.81-3.294.8817.50309.84-7.317.67211.81-5.892.97129.79-57.690.68207.940.00.26128.57-55.934.34157.18-49.832.97129.79-57.69-4.6964.67-220.38
24Q2 (19)980.08.89-0.920-330.0-0.86-605.88-418.52-0.920-229.589.11-6.086.184.27-72.0-74.66-6.86-300.58-212.27-9.97-49950.0-337.38-0.63-290.91-221.15-0.910-352.78-7.59-554.49-204.4-9.97-49950.0-337.381.7050.00-167.94
24Q1 (18)986.5218.070.00100.0-100.00.17270.0-37.040.00-100.0-100.09.79.4816.8715.2567.2133.423.42843.48-29.630.02100.44-99.340.33925.0-17.50100.0-100.01.67143.38-65.140.02100.44-99.347.48-35.2576.07
23Q4 (17)92-5.1512.2-0.43-170.49-161.43-0.10-117.86-111.490.87-35.07-28.18.865.48-6.649.12-51.69-58.13-0.46-105.64-104.97-4.50-164.1-174.26-0.04-105.88-104.55-0.4-167.8-168.97-3.85-144.51-160.16-4.50-164.1-174.261.69-59.00-5.23
23Q3 (16)977.7818.290.6152.51933.330.56107.41354.551.3488.73162.758.4-2.126.1318.8812.0551.288.1533.39383.977.0267.142027.270.6830.77457.890.5963.892850.08.6518.981053.337.0267.142027.270.6440.7753.70
23Q2 (15)908.439.760.4029.0353.850.270.02600.00.71129.0347.928.583.3738.6116.8547.4229.526.1125.721751.524.2037.721.040.5230.02500.00.3644.071.437.2751.77102.514.2037.721.04-4.58-13.34-34.48
23Q1 (14)831.221.220.31-55.7140.910.27-68.9768.750.31-74.3840.918.3-12.5453.1411.43-47.52-29.44.86-47.4645.073.05-49.67-9.760.4-54.55122.220.25-56.938.894.79-25.1631.233.05-49.67-9.7614.981088.81213.24
22Q4 (13)820.00.00.702233.33483.330.87495.45625.01.21137.25-6.29.4942.49109.4921.7874.5228.129.25422.31117.116.061736.36177.980.88563.162833.330.582800.0480.06.40753.331839.396.061736.36177.9825.041072.43-902.27
22Q3 (12)820.00.00.03-88.46-88.0-0.22-2300.051.110.516.25-56.416.667.5926.8612.48-4.0738.67-2.87-969.765.670.33-90.49-91.62-0.19-1050.056.820.02-90.48-90.480.75-79.11-81.390.33-90.49-91.6210.90-35.14-1196.88
22Q2 (11)820.00.00.2618.18-50.00.01-93.75-98.150.48118.18-47.836.1914.21-9.7713.01-19.64-38.140.33-90.15-95.763.472.66-44.570.02-88.89-96.230.2116.67-51.163.59-1.64-43.383.472.66-44.5716.9350.75-30.21
22Q1 (10)820.00.00.2283.33-45.00.1633.33134.780.22-82.95-45.05.4219.6524.8816.19-4.7642.773.35340.79132.913.3855.05-55.230.18500.0140.910.1880.0-45.453.651006.06-52.63.3855.05-55.232.9715.6680.00
21Q4 (9)820.00.00.12-52.0113.190.12126.67120.691.2910.26172.474.53-13.71-6.617.0088.89100.710.76109.09106.572.18-44.67114.080.03106.82105.360.1-52.38113.330.33-91.81102.152.18-44.67114.08-18.59-51.96-28.33
21Q3 (8)820.00.00.25-51.92204.17-0.45-183.33-1025.01.1727.17236.055.25-23.477.369.00-57.2-23.53-8.36-207.32-850.03.94-37.06197.52-0.44-183.02-1000.00.21-51.16205.04.03-36.44196.183.94-37.06197.5217.30-10.9617.03
21Q2 (7)820.00.00.5230.0138.810.54217.39156.840.92130.0203.376.8658.06-17.0521.0385.4549.367.79176.52154.946.26-17.09139.20.53220.45145.30.4330.3139.096.34-17.66139.146.26-17.09139.223.7786.98119.04
21Q1 (6)820.00.00.40143.96-11.11-0.4620.69-174.190.40122.47-11.114.34-10.52-72.4811.3433.88-59.56-10.1811.94-343.547.55148.77387.1-0.4421.43-166.670.33144.0-10.817.70150.23191.677.55148.77387.1-5.67-67.61-664.65
20Q4 (5)820.01.23-0.91-279.17-333.33-0.58-1350.0-245.0-1.78-106.98-144.284.85-0.82-77.08.47-28.04-60.77-11.56-1213.64-650.65-15.48-283.17-454.84-0.56-1300.0-69.7-0.75-275.0-334.38-15.33-265.87-711.11-15.48-283.17-454.84--0.00
20Q3 (4)820.00.0-0.2482.090.0-0.0495.790.0-0.863.370.04.89-40.870.011.77-16.410.0-0.8893.790.0-4.0474.70.0-0.0496.580.0-0.281.820.0-4.1974.140.0-4.0474.70.0--0.00
20Q2 (3)820.00.0-1.34-397.780.0-0.95-253.230.0-0.89-297.780.08.27-47.560.014.08-49.790.0-14.18-439.230.0-15.97-1130.320.0-1.17-277.270.0-1.1-397.30.0-16.20-713.640.0-15.97-1130.320.0--0.00
20Q1 (2)821.230.00.4515.380.00.6255.00.00.45-88.810.015.77-25.230.028.0429.870.04.18371.430.01.55155.560.00.66300.00.00.3715.620.02.64239.680.01.55155.560.0--0.00
19Q4 (1)810.00.00.390.00.00.400.00.04.020.00.021.090.00.021.590.00.0-1.540.00.0-2.790.00.0-0.330.00.00.320.00.0-1.890.00.0-2.790.00.0--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)
2024/102.847.22-13.9630.476.598.78N/A-
2024/92.65-19.37-1.6627.629.278.810.95-
2024/83.2914.359.424.9710.578.830.95-
2024/72.877.666.5521.6910.758.520.98-
2024/62.67-10.34-18.2318.8111.439.111.07-
2024/52.98-14.1213.3416.1418.5410.190.96-
2024/43.47-7.4228.9813.1719.7810.190.96-
2024/33.7525.6524.079.716.819.71.1-
2024/22.980.21-1.445.9512.668.731.22-
2024/12.977.031.522.9731.528.541.25-
2023/122.78-0.1-26.6834.1422.778.861.35-
2023/112.78-15.74-10.1531.3630.588.781.36-
2023/103.322.5424.6528.5836.619.01.33-
2023/92.69-10.2910.3225.2838.348.41.46-
2023/83.011.3721.6222.5842.668.971.36-
2023/72.7-17.3851.5619.5846.558.591.42主係因客戶出貨需求增加所致
2023/63.2624.2818.1716.8845.788.581.22-
2023/52.63-2.2765.7813.6254.438.331.26主係因客戶出貨需求增加所致
2023/42.69-10.9449.310.9951.948.731.2主係因客戶出貨需求增加所致
2023/33.02-0.1928.218.352.828.31.18主係因客戶出貨需求增加所致
2023/23.0233.7491.195.2971.649.081.08主係因客戶出貨需求增加所致
2023/12.26-40.3550.992.2650.999.151.07主係因客戶出貨需求增加所致
2022/123.7922.43124.5627.8131.39.541.12主係因客戶出貨需求增加所致
2022/113.116.997.7224.0223.228.191.3月年增率逾50%主係新產品出貨增溫及遞延訂單陸續恢復出貨。
2022/102.658.4678.2420.9216.717.561.41月年增率逾50%係去年同期基期較低及訂單遞延陸續出貨所致。
2022/92.44-1.1133.4518.2711.156.691.71-
2022/82.4738.837.4515.838.367.011.63-
2022/71.78-35.5910.1213.364.276.131.86-
2022/62.7674.3514.7511.583.436.151.64-
2022/51.58-11.99-32.28.820.335.741.76-
2022/41.8-23.52-15.397.2312.125.741.76-
2022/32.3548.8326.025.4325.665.431.63-
2022/21.585.6219.963.0825.394.771.86-
2022/11.5-11.2931.691.531.694.751.87-
2021/121.697.7923.4221.18-37.294.741.63-
2021/111.575.38-10.2319.49-39.854.881.59-
2021/101.49-18.79-13.0617.93-41.545.111.52-
2021/91.831.85-4.716.44-43.225.241.3-
2021/81.811.218.3514.61-45.965.821.17-
2021/71.62-32.889.6212.81-49.786.361.07-
2021/62.413.049.6911.2-53.426.871.01主因對恩德(1528)喪失控制力,故未予納入合併營收,致累計營收變動逾50%。
2021/52.349.83-26.728.79-60.826.331.09主因對恩德(1528)喪失控制力,故未予納入合併營收,致累計營收變動逾50%。
2021/42.1313.9-34.936.45-66.475.311.3主因對恩德(1528)喪失控制力,故未予納入合併營收,致累計營收變動逾50%。
2021/31.8741.68-67.864.32-72.934.321.71主因對恩德(1528)喪失控制力,故未予納入合併營收,致單月及累計營收變動逾50%。
2021/21.3215.95-75.932.46-75.823.821.93因對恩德(1528)喪失控制力,故未予納入合併營收,致單月及累計營收變動逾50%。
2021/11.14-16.86-75.71.14-75.74.251.74因對恩德(1528)喪失控制力,故未予納入合併營收,致單月及累計營收變動逾50%。
2020/121.37-21.6-79.733.78-56.644.821.4因對恩德(1528)喪失控制力,故未予納入合併營收,致單月及累計營收變動逾50%。
2020/111.742.06-74.9932.41-54.455.371.26因對恩德(1528)喪失控制力,故未予納入合併營收,致單月及累計營收變動逾50%。
2020/101.71-10.98-76.8830.66-52.225.151.31因對恩德(1528)喪失控制力,故未予納入合併營收,致單月及累計營收變動逾50%。
2020/91.9226.5-74.9428.95-49.014.911.66因對恩德(1528)喪失控制力,故未予納入合併營收,致單月營收年減逾50%。
2020/81.523.0-77.7427.03-44.974.61.77因對恩德(1528)喪失控制力,故未予納入合併營收,致單月營收年減逾50%。
2020/71.47-8.35-77.425.52-39.686.271.3因對恩德(1528)喪失控制力,故未予納入合併營收,致單月營收年減逾50%。
2020/61.61-49.58-75.6924.04-32.818.071.06因對恩德(1528)喪失控制力,109年6月起不納入合併營收,致單月營收年減逾50%。
2020/53.19-2.47-47.5622.43-23.0712.270.7-
2020/43.27-43.74-42.1219.24-16.6214.560.59-
2020/35.816.11-13.1515.97-8.3515.971.42-
2020/25.4817.0513.3310.16-5.3616.91.34-
2020/14.68-30.55-20.684.68-20.6818.41.23-
2019/126.74-3.41-4.5477.91-8.10.0N/A-
2019/116.98-5.654.371.17-8.420.0N/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)9212.20.73-31.780.9818.0734.1422.9414.02-15.034.6043.752.35-34.361.5776.41.4130.560.8-20.0
2022 (9)820.01.07-5.310.83027.7732.3616.508.983.2003.58-29.390.8901.088.01.0-5.66
2021 (8)820.01.130-0.26020.98-37.8915.14-22.2-1.4905.070-0.3101.001.060
2020 (7)821.23-1.780-0.94033.78-56.6619.46-14.31-3.300-5.350-1.120-1.650-1.460
2019 (6)811.253.9732.780.98-62.8877.94-8.3322.71-1.99-0.4201.55-54.68-0.3301.98-48.033.2633.06
2018 (5)801.272.99184.762.641366.6785.0252.6123.17-1.494.6437.283.4214.773.95110.113.8150.02.45191.67
2017 (4)7916.181.05-43.550.18-86.9655.71137.5723.5216.553.38-48.42.98-50.741.8822.082.5462.820.84-38.69
2016 (3)680.01.8601.38023.4560.8420.1850.66.5506.0501.5401.5601.370
2015 (2)680.0-0.390-0.24014.582.9713.4023.16-0.820-1.820-0.120-0.150-0.270
2014 (1)6811.480.16-93.6-0.05014.16-18.0610.8800.1600.7800.02-98.840.18-89.940.11-92.81

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