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)137-0.72-0.72-0.92-1740.0-557.14-0.83-315.0-84.44-1.12-460.0-180.07.12-22.44-20.45-15.33-2200.0-313.21-20.49-522.8-177.64-17.75-2146.84-745.24-1.46-386.67-121.21-1.26-1700.0-563.16-22.19-2164.29-727.99-17.75-2146.84-745.24-2.97-836.66-126.73
24Q2 (19)1380.00.0-0.0566.6782.14-0.2061.5448.72-0.20-33.3325.939.1816.5-1.080.73121.41127.24-3.2965.9847.28-0.7969.9681.06-0.360.5348.28-0.0766.6782.05-0.9870.2179.01-0.7969.9681.065.1570.18-19.23
24Q1 (18)1380.00.0-0.1573.68-850.0-0.52-100.0-5300.0-0.1584.54-850.07.88-6.19-11.86-3.41-15.2-172.09-9.67-36.2-4129.17-2.6371.81-1243.48-0.76-26.67-3900.0-0.2173.08-1150.0-3.2972.83-1234.48-2.6371.81-1243.48-6.17-116.73-28.89
23Q4 (17)1380.00.0-0.57-307.14-256.25-0.2642.22-2700.0-0.97-142.5-165.998.4-6.15-12.86-2.9620.22-191.93-7.103.79-602.97-9.33-344.29-314.67-0.69.09-500.0-0.78-310.53-254.55-12.11-351.87-255.13-9.33-344.29-314.67-4.86-128.5713.42
23Q3 (16)1380.00.0-0.1450.0-566.67-0.45-15.382.17-0.40-48.15-124.548.95-3.560.56-3.71-38.43-27.93-7.38-18.27-6.49-2.1049.64-520.0-0.66-13.79-6.45-0.1951.28-575.0-2.6842.61-525.4-2.1049.64-520.00.12-725.00-2007.69
23Q2 (15)1380.00.0-0.28-1500.0-156.0-0.39-4000.0-269.57-0.27-1450.0-116.889.283.8-12.7-2.68-156.66-127.4-6.24-2700.0-198.27-4.17-1913.04-164.65-0.58-3000.0-186.57-0.39-2050.0-156.52-4.67-1710.34-147.51-4.17-1913.04-164.65-1.73-693.75-2000.00
23Q1 (14)1380.00.00.02112.5-98.180.010.0-98.630.02-98.64-98.188.94-7.26-20.954.7346.89-69.640.24123.76-98.030.23110.22-98.280.02120.0-98.550.02109.09-98.680.29108.5-98.270.23110.22-98.280.53-260.4251.09
22Q4 (13)1380.0-8.0-0.16-633.33-117.020.01102.17-99.041.47-9.82-61.019.648.31-15.293.22211.03-83.55-1.0185.43-106.45-2.25-550.0-118.26-0.183.87-105.62-0.22-650.0-115.71-3.41-641.27-121.97-2.25-550.0-118.26-3.98-363.67-98.91
22Q3 (12)1380.0-9.80.03-94.0-97.17-0.46-300.0-140.01.631.87-41.168.9-16.27-27.17-2.90-129.65-114.98-6.93-209.13-142.670.50-92.25-96.24-0.62-192.54-131.310.04-94.2-97.550.63-93.59-96.210.50-92.25-96.24-11.14-74.28-184.25
22Q2 (11)1380.0-9.80.50-54.55-53.270.23-68.49-82.441.6045.45-6.4310.63-6.01-8.289.78-37.23-55.36.35-47.78-66.616.45-51.9-54.290.67-51.45-69.550.69-54.61-57.939.83-41.35-44.276.45-51.9-54.29-3.31-18.77-49.15
22Q1 (10)138-8.0-9.81.1017.0271.880.73-29.815.81.10-70.8271.8811.31-0.6217.3215.58-20.43-0.4512.16-22.35-1.7813.418.8531.861.38-22.4715.971.528.5755.116.767.9931.8613.418.8531.86-3.752.85-19.69
21Q4 (9)150-1.96-1.960.94-11.322250.01.04-9.57766.673.7736.11613.6411.38-6.8745.5219.581.14201.2315.66-3.57586.8412.32-7.31660.01.78-10.1888.891.4-14.112700.015.52-6.621683.9112.32-7.31660.0-0.71-6.12-10.89
21Q3 (8)1530.00.01.06-0.931077.781.15-12.21666.672.7761.991357.8912.225.4483.7619.36-11.52151.4316.24-14.62351.1113.29-5.81578.061.98-10.0725.01.63-0.611153.8516.62-5.78578.3713.29-5.81578.0612.8433.1338.83
21Q2 (7)1530.00.01.0767.191437.51.3189.866450.01.71167.191610.011.5920.2398.1221.8839.81418.4819.0253.6363500.014.1138.74775.122.284.8701.6467.351466.6717.6438.79775.8614.1138.74775.1221.75783.60282.43
21Q1 (6)1530.00.00.641500.0255.560.69475.0360.00.64190.91255.569.6423.2726.1815.65140.77108.9512.38442.98252.7110.171352.86177.111.19561.11340.740.981860.0250.012.711360.92176.9110.171352.86177.1120.43722.22227.50
20Q4 (5)1530.00.00.04-55.56133.330.12-20.0200.00.2215.790.07.8217.590.266.50-15.5830.782.28-36.671528.570.70-64.29129.790.18-25.01700.00.05-61.54127.780.87-64.49129.290.70-64.29129.79--0.00
20Q3 (4)1530.00.00.09212.50.00.15650.00.00.1990.00.06.6513.680.07.7082.460.03.6012100.00.01.96193.780.00.2400.00.13208.330.02.45193.870.01.96193.780.0--0.00
20Q2 (3)1530.00.0-0.08-144.440.00.02-86.670.00.10-44.440.05.85-23.430.04.22-43.660.0-0.03-100.850.0-2.09-156.950.00-100.00.0-0.12-142.860.0-2.61-156.860.0-2.09-156.950.0--0.00
20Q1 (2)1530.00.00.18250.00.00.15275.00.00.18-18.180.07.64-2.050.07.4950.70.03.512407.140.03.67256.170.00.272600.00.00.28255.560.04.59254.550.03.67256.170.0--0.00
19Q4 (1)1530.00.0-0.120.00.00.040.00.00.220.00.07.80.00.04.970.00.00.140.00.0-2.350.00.00.010.00.0-0.180.00.0-2.970.00.0-2.350.00.0--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)
2024/112.3631.21-25.7828.35-13.746.48N/A-
2024/101.8-22.24-28.1425.99-12.446.59N/A-
2024/92.32-6.33-33.7524.19-11.07.121.12-
2024/82.476.3-13.221.87-7.637.81.02-
2024/72.33-22.38-10.619.39-6.878.460.94-
2024/63.0-4.37-2.6517.07-6.349.20.69-
2024/53.142.39-12.714.07-7.099.220.69-
2024/43.061.3217.5110.93-5.348.180.78-
2024/33.0244.4138.477.87-12.017.870.73-
2024/22.09-23.9-46.314.84-28.317.570.75-
2024/12.750.89-3.772.75-3.778.660.66-
2023/122.73-14.42-11.935.6-12.068.420.7-
2023/113.1927.03-7.3232.87-12.079.190.64-
2023/102.51-28.31-19.2629.68-12.558.860.66-
2023/93.522.7234.7527.17-11.888.950.69-
2023/82.859.49-14.3323.68-16.178.540.73-
2023/72.6-15.48-12.3920.82-16.419.280.67-
2023/63.08-14.24-14.4218.22-16.969.280.74-
2023/53.5937.83-4.5415.14-17.468.380.82-
2023/42.6119.39-20.2111.55-20.798.690.79-
2023/32.18-44.01-51.738.94-20.968.940.83市場需求減緩
2023/23.936.3838.886.76-0.459.850.76-
2023/12.86-7.63-28.192.86-28.199.390.79-
2022/123.1-9.96-9.2940.48-9.79.640.68-
2022/113.4410.66-8.3237.38-9.749.140.72-
2022/103.1119.64-26.333.95-9.889.030.72-
2022/92.6-21.98-31.6430.84-7.818.90.88-
2022/83.3311.98-27.9628.24-4.759.90.79-
2022/72.97-17.44-21.8924.92-0.4710.340.76-
2022/63.6-4.34-9.0521.943.3610.630.74-
2022/53.7615.2-9.0118.346.211.550.68-
2022/43.27-27.77-6.514.5811.010.60.74-
2022/34.5261.116.7711.3117.3411.310.6-
2022/22.81-29.48-1.176.7917.7310.20.67-
2022/13.9816.6836.093.9836.0911.140.61-
2021/123.41-9.030.2444.8360.3211.380.54主係銅價上漲,造成營收增加。
2021/113.75-11.0447.2641.4263.4311.760.52主係銅價上漲,造成營收增加,故較去年同期增加。
2021/104.2210.9758.9437.6765.2312.630.48主係銅價上漲,造成營收增加,故較去年同期增加。
2021/93.8-17.7840.9733.4566.0612.220.45主係銅價上漲,造成營收增加,故較去年同期增加。
2021/84.6221.41176.0929.6569.9412.380.44主係銅價上漲及市場需求較去年增長。
2021/73.81-3.8766.6525.0358.6811.90.46主係銅價上漲,造成營收增加,故較去年同期增加。
2021/63.96-4.29119.0321.2357.3311.590.45主係銅價上漲,造成營收增加,故較去年同期增加。
2021/54.1418.38129.8717.2747.7911.50.45主係銅價上漲,造成營收增加,故較去年同期增加。
2021/43.49-9.7955.5513.1332.8510.210.51主係銅價上漲,造成營收增加,故較去年同期增加。
2021/33.8736.3430.429.6426.179.640.43-
2021/22.84-2.8935.765.7723.478.390.5-
2021/12.9311.6613.492.9313.498.090.51-
2020/122.622.884.4627.96-6.297.820.49-
2020/112.55-3.98-5.525.34-7.287.890.48-
2020/102.65-1.562.122.8-7.477.020.54-
2020/92.6961.02-5.6120.14-8.66.650.72-
2020/81.67-26.71-36.9517.45-9.045.760.84-
2020/72.2826.33-2.4315.78-4.565.890.82-
2020/61.810.43-23.9913.49-4.915.850.69-
2020/51.8-19.88-15.0111.69-1.087.020.58-
2020/42.25-24.37-11.899.891.967.310.55-
2020/32.9741.9216.197.646.97.640.49-
2020/22.09-18.8211.04.671.737.180.52-
2020/12.582.78-4.722.58-4.720.0N/A-
2019/122.51-6.93-6.5429.84-7.010.0N/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)1380.0-0.970-1.09035.58-12.1-1.150-5.100-3.760-1.820-1.660-1.340
2022 (9)138-8.01.47-61.010.51-87.8340.48-9.77.05-63.413.30-79.355.01-60.211.34-81.282.67-62.232.03-64.01
2021 (8)150-1.963.771613.644.19874.4244.8360.3419.27192.8615.98552.2412.59923.587.16952.947.071544.195.641558.82
2020 (7)1530.00.220.00.4334.3727.96-6.36.5810.032.4539.21.237.890.6828.30.430.00.340.0
2019 (6)1534.080.22-88.30.32-81.8229.84-7.015.98-58.061.76-82.081.14-86.770.53-83.170.43-87.780.34-87.73
2018 (5)1475.01.88-56.071.76-62.7132.09-14.9914.26-38.889.82-50.928.62-45.683.15-58.283.52-50.352.77-53.76
2017 (4)1400.04.2847.594.7256.8137.7525.9623.3349.0720.0159.715.8717.217.55100.87.0992.145.9947.54
2016 (3)1402.192.9003.01029.978.4715.65012.53013.5403.7603.6904.060
2015 (2)137242.5-0.700-0.79027.638.57-0.790-3.930-3.470-1.090-0.960-0.960
2014 (1)40-33.33-4.850-1.33025.45-16.45-4.140-7.150-7.620-1.820-1.940-1.940

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