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(%)
24Q4 (20)651.561.560.79-8.14-18.560.40-48.05-62.962.5045.3551.524.08-25.8266.5326.7723.6594.839.25-20.05190.0712.4523.76-51.060.38-40.62252.00.51-7.27-17.7415.3923.32214.2512.4523.76-51.06-9.2024.1130.03
24Q3 (19)640.00.00.8656.36256.360.77108.11202.671.72100.0152.945.57.4293.6621.657.982131.9611.5767.44155.5410.0645.59181.260.6482.86208.470.5557.14257.1412.4837.6177.7610.0645.59181.262.4766.89112.88
24Q2 (18)640.00.00.5577.4210.00.37117.6560.870.86177.42-30.085.12-2.48-0.3920.0542.29.926.91117.9835.766.9181.3611.090.35105.8834.620.3575.09.389.0788.177.986.9181.3611.0955.914.6916.70
24Q1 (17)640.00.00.31-68.04-58.110.17-84.26-79.520.31-81.21-58.115.25114.29-21.2914.102.62-30.583.17130.87-68.243.81-85.02-46.340.17168.0-74.630.2-67.74-57.454.82135.78-45.93.81-85.02-46.3450.28104.1679.87
23Q4 (16)640.00.00.97276.36288.01.08244.086.211.65142.65-44.262.45-13.73-62.4813.741316.49-28.62-10.2750.7-237.4825.44305.49946.91-0.2557.63-151.020.62277.14287.5-13.4716.07-424.5825.44305.49946.91-29.2433.18-91.04
23Q3 (15)640.00.0-0.55-210.0-134.16-0.75-426.09-193.750.68-44.72-75.02.84-44.75-65.950.97-94.68-94.97-20.83-509.23-338.06-12.38-299.04-200.57-0.59-326.92-180.82-0.35-209.38-133.98-16.05-291.07-208.23-12.38-299.04-200.57-33.84-121.22-249.19
23Q2 (14)640.00.00.50-32.43-3.850.23-72.2935.291.2366.2210.815.14-22.94-13.1818.24-10.1931.65.09-49.076.746.22-12.3911.470.26-61.1952.940.32-31.91-3.038.40-5.7226.896.22-12.3911.47-10.4081.78-14.60
23Q1 (13)640.00.00.74196.023.330.8343.1186.210.74-75.023.336.672.14-0.320.315.5146.229.9833.6136.497.10192.1824.560.6736.73139.290.47193.7523.688.91114.726.927.10192.1824.56-9.7855.777.80
22Q4 (12)640.01.590.25-84.47192.590.58-27.5323.082.968.82569.846.53-21.717.2419.25-0.1241.317.47-14.63292.532.43-80.26178.140.49-32.88322.730.16-84.47194.124.15-72.02205.062.43-80.26178.149.5962.58171.54
22Q3 (11)640.01.591.61209.62547.220.80370.59310.532.72145.05835.148.3440.88179.8719.2739.03205.398.75203.82188.8312.31120.61261.760.73329.41351.721.03212.12547.8314.83124.02258.7812.31120.61261.7614.6998.14164.60
22Q2 (10)640.01.590.52-13.33471.430.17-41.38383.331.1185.011000.05.92-11.5187.3413.86-0.22-2.812.88-31.75270.415.58-2.11303.650.17-39.29440.00.33-13.16466.676.62-5.7295.285.58-2.11303.654.30154.4585.08
22Q1 (9)641.591.590.60322.22328.570.29211.54107.140.60195.24328.576.6920.11106.4813.89146.28-23.434.22208.7621.615.70283.28105.780.28227.27154.550.38323.53322.227.02277.7299.435.70283.28105.7853.51173.61121.56
21Q4 (8)630.01.61-0.2725.0-222.73-0.2631.58-204.0-0.63-70.27-161.765.5786.9131.995.64-10.62-64.14-3.8860.61-181.86-3.1159.13-197.8-0.2224.14-210.0-0.1726.09-230.77-3.9557.71-200.51-3.1159.13-197.840.60-66.07-250.88
21Q3 (7)630.00.0-0.36-157.14-263.64-0.38-533.33-272.73-0.37-3800.0-146.252.98-5.7-22.66.31-55.75-64.61-9.85-482.84-308.25-7.61-177.74-309.07-0.29-480.0-261.11-0.23-155.56-264.29-9.34-175.52-294.58-7.61-177.74-309.07-4.08-178.57-338.10
21Q2 (6)630.00.0-0.14-200.0-166.67-0.06-142.86-140.00.01-92.86-98.283.16-2.47-20.614.26-21.39-13.73-1.69-148.7-140.33-2.74-198.92-182.78-0.05-145.45-129.41-0.09-200.0-169.23-3.39-196.31-169.18-2.74-198.92-182.78-12.84-118.18-93.43
21Q1 (5)631.611.610.14-36.36-61.110.14-44.0-54.840.14-86.27-61.113.24-23.22-23.2218.1415.32-9.983.47-26.79-42.832.77-12.89-48.320.11-45.0-57.690.09-30.77-60.873.52-10.43-48.082.77-12.89-48.32--0.00
20Q4 (4)62-1.590.00.220.00.00.2513.640.01.0227.50.04.229.610.015.73-11.780.04.740.210.03.18-12.640.00.211.110.00.13-7.140.03.93-18.120.03.18-12.640.0--0.00
20Q3 (3)630.00.00.224.760.00.2246.670.00.8037.930.03.85-3.270.017.837.860.04.7312.890.03.649.970.00.185.880.00.147.690.04.80-2.040.03.649.970.0--0.00
20Q2 (2)631.610.00.21-41.670.00.15-51.610.00.5861.110.03.98-5.690.016.53-17.970.04.19-30.970.03.31-38.250.00.17-34.620.00.13-43.480.04.90-27.730.03.31-38.250.0--0.00
20Q1 (1)620.00.00.360.00.00.310.00.00.360.00.04.220.00.020.150.00.06.070.00.05.360.00.00.260.00.00.230.00.06.780.00.05.360.00.0--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)
2025/22.4520.0996.164.4921.075.75N/A因客戶需求上升,故本月營收較去年同期增加。
2025/12.0460.89-17.052.04-17.054.5N/A-
2024/121.275.7173.7419.9516.644.081.27因客戶去化庫存狀況獲得緩解,故本月營收較去年同期增加。
2024/111.2-25.7741.818.6914.094.521.14-
2024/101.61-5.2483.4817.4912.594.911.05因客戶去化庫存狀況獲得緩解,故本月營收較去年同期增加。
2024/91.77.1442.7515.878.335.50.74-
2024/81.59-27.79112.1514.175.285.370.76因客戶去化庫存狀況獲得緩解,故本月營收較去年同期增加。
2024/72.239.21144.2712.58-1.015.360.76本月因客戶提前拉貨,故本月營收較去年同期增加。
2024/61.580.218.1810.38-12.115.120.86-
2024/51.58-19.5912.958.8-14.975.090.87-
2024/41.9626.65-13.747.22-19.344.760.93-
2024/31.5524.23-35.025.25-21.245.250.7-
2024/21.25-49.22-36.783.7-13.584.430.83-
2024/12.46237.026.192.466.194.030.92-
2023/120.73-13.72-59.8817.11-37.772.451.82因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/110.84-3.96-64.8216.38-36.22.921.53因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/100.88-26.27-61.9915.53-33.252.821.58因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/91.1959.23-61.8714.65-30.072.841.48因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/80.75-16.86-76.3813.46-24.493.111.35因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/70.9-38.34-55.8212.71-13.253.761.12因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/61.464.63-19.7811.81-6.365.140.93-
2023/51.4-38.6-34.3610.35-4.096.060.79-
2023/42.28-4.5815.628.953.346.630.72-
2023/32.3920.87-1.566.67-0.266.670.81-
2023/21.97-14.6925.994.290.476.10.89-
2023/12.3127.31-14.322.31-14.326.530.83-
2022/121.82-24.35-4.2827.4983.886.530.84因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/112.43.7525.9425.6796.717.850.7因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/102.32-26.0331.523.27108.838.620.64因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/93.13-1.36301.2820.95123.348.340.63因缺料問題獲得緩解,故本年營收較去年營收增加。
2022/83.1755.51157.5817.82107.27.040.75因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/72.0411.94110.3114.6598.785.990.88因缺料問題獲得緩解,故本年營收較去年營收增加。
2022/61.82-14.3843.1912.6197.035.921.17因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/52.138.15150.410.79110.46.521.06因缺料問題獲得緩解,故本月營收較去年同期增加
2022/41.97-18.7790.388.66102.455.961.16因缺料問題獲得緩解,故本月營收較去年同期增加
2022/32.4254.69152.756.69106.296.690.86因缺料問題獲得緩解,故本月營收較去年同期增加
2022/21.57-41.9854.814.2786.796.170.93因缺料問題獲得緩解,故本月營收較去年同期增加
2022/12.742.23112.262.7112.266.510.88因缺料問題獲得緩解,故本月營收較去年同期增加
2021/121.9-0.4654.7814.95-8.15.571.0因缺料問題部分獲得緩解,故本月營收較去年同期增加
2021/111.918.3447.8413.05-13.234.451.25-
2021/101.76125.713.6411.14-18.963.771.48-
2021/90.78-36.68-45.659.38-22.152.981.67-
2021/81.2326.9719.528.6-18.973.481.43-
2021/70.97-23.78-30.057.37-23.113.091.61-
2021/61.2749.7216.696.4-21.943.161.1-
2021/50.85-17.76-19.325.13-27.872.841.22-
2021/41.037.83-43.684.28-29.353.01.15-
2021/30.96-5.24-17.323.24-23.123.240.72-
2021/21.01-20.45-14.42.28-25.323.510.67-
2021/11.273.71-32.21.27-32.23.790.62-
2020/121.23-4.93-19.216.27-18.374.220.52-
2020/111.29-24.04-10.8515.04-18.314.420.49-
2020/101.718.35-8.6113.75-18.944.160.52-
2020/91.4439.2424.2712.05-20.213.850.68-
2020/81.03-25.69-27.6110.62-23.93.510.74-
2020/71.3927.15-39.89.59-23.473.530.74-
2020/61.093.51-43.188.2-19.793.980.77-
2020/51.05-42.59-49.157.11-14.394.170.73-
2020/41.8443.28-6.556.05-2.820.0N/A-
2020/31.288.3820.54.341.740.0N/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
2024 (10)651.562.4749.71.7122.1419.9516.620.3030.717.691469.398.0929.861.531812.52.03745.831.6150.47
2023 (9)640.01.65-43.691.40-24.3217.11-37.7615.53-7.50.49-91.946.23-9.710.08-95.210.24-89.871.07-43.68
2022 (8)641.592.9301.85027.4983.8816.7962.856.0806.9001.6702.3701.90
2021 (7)631.61-0.630-0.55014.95-8.1110.31-41.32-3.010-2.650-0.450-0.490-0.40
2020 (6)628.770.98-59.670.92-55.3416.27-18.3617.57-6.444.95-26.563.89-45.590.8-40.30.83-41.960.63-55.94
2019 (5)573.642.4354.782.0685.5919.9312.6618.7814.446.7437.277.1546.221.3454.021.4341.581.4366.28
2018 (4)55-20.291.57265.121.1163.2417.691.2616.4131.74.9169.94.89184.30.8770.591.01172.970.86186.67
2017 (3)691.470.43-48.810.68-29.917.47-1.5212.46-6.672.89-22.731.72-47.40.51-22.730.37-40.320.3-48.28
2016 (2)680.00.8420.00.9761.6717.749.6413.35-0.63.7443.33.2710.10.6657.140.6221.570.5820.83
2015 (1)68-1.450.7000.60016.1842.0513.4302.6102.9700.4200.5100.480

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