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)671.52-19.281.19158.7105.171.18247.06280.653.7147.22150.684.03.90.7665.074.3317.2223.06234.69228.9619.81147.0163.990.92240.74228.570.79154.8464.5823.11156.2167.8319.81147.0163.99-4.9840.5783.59
24Q2 (19)660.0-40.540.46-77.56-13.210.34-79.88-41.382.5222.93173.913.85-13.87-11.0962.37-10.88.876.89-77.19-24.788.02-73.66-40.280.27-80.0-32.50.31-77.21-46.559.02-74.43-33.738.02-73.66-40.28-1.471619.5658.31
24Q1 (18)66-29.03-40.542.053316.67412.51.69196.49244.92.0521.3412.54.4710.9214.3269.9215.2120.4930.21238.3243.330.451957.43170.671.35275.0297.061.362166.67209.0935.283107.27205.7230.451957.43170.676.211613.51140.18
23Q4 (17)9312.05-16.220.06-89.66154.550.5783.87216.331.6914.19252.084.031.5119.5860.699.3319.668.9327.39202.291.48-87.75142.050.3628.57224.140.06-87.5150.01.10-92.01145.641.48-87.75142.05-3.40-40.1118.66
23Q3 (16)83-25.23-25.230.589.43625.00.31-46.55-8.821.4860.87155.173.97-8.31-11.5855.51-3.112.127.01-23.4715.8712.08-10.05532.460.28-30.03.70.48-17.24433.3313.771.18357.4812.08-10.05532.461.2120.96-14.09
23Q2 (15)1110.00.00.5332.52550.00.5818.3787.10.92130.080.394.3310.74-15.4357.29-1.282.479.164.09138.5413.4319.383969.70.417.65100.00.5831.822800.013.6117.9412272.7313.4319.383969.713.38248.07109.19
23Q1 (14)1110.00.00.40463.64-18.370.49200.0-59.840.40-16.67-18.373.9116.02-30.4358.0314.417.098.80200.8-38.9711.25419.616.10.34217.24-58.020.44466.67-18.5211.54578.8421.3511.25419.616.1-4.46113.07-22.06
22Q4 (13)1110.00.0-0.11-237.5-257.14-0.49-244.12-152.690.48-17.24-60.983.37-24.94-51.0950.72-6.7-7.58-8.73-244.3-200.23-3.52-284.29-400.85-0.29-207.41-148.33-0.12-233.33-250.0-2.41-180.07-370.79-3.52-284.29-400.85-18.6231.25-117.22
22Q3 (12)1110.00.00.08300.0-90.480.349.68-81.320.5813.73-50.04.49-12.3-40.9254.36-2.77-6.296.0557.55-62.521.91478.79-84.380.2735.0-78.050.09350.0-90.323.012636.36-75.491.91478.79-84.38-10.60102.04-32.45
22Q2 (11)1110.00.00.02-95.92-94.120.31-74.59-78.320.514.0859.385.12-8.9-27.3855.913.17-2.563.84-73.37-71.720.33-96.59-93.730.2-75.31-79.170.02-96.3-94.590.11-98.84-97.870.33-96.59-93.73-13.66252.04-21.71
22Q1 (10)1110.00.00.49600.05000.01.2231.1869.440.49-60.165000.05.62-18.43-24.3654.19-1.26-4.9614.4265.5687.769.69728.214504.550.8135.042.110.54575.02800.09.51968.54945.059.69728.214504.55-13.88254.16-8.86
21Q4 (9)1110.00.00.07-91.67-94.740.93-48.9-61.251.236.03-68.546.89-9.34-9.3454.88-5.4-4.88.71-46.03-60.31.17-90.43-93.970.6-51.22-64.070.08-91.4-94.560.89-92.75-95.571.17-90.43-93.97-0.7727.70-10.81
21Q3 (8)1110.00.00.84147.06-33.331.8227.27-20.871.16262.5-55.047.67.8-14.9958.011.17.0916.1418.85-18.4812.23132.51-21.751.2328.12-30.510.93151.35-33.5712.28137.98-32.8612.23132.51-21.751.341823.5362.94
21Q2 (7)1110.00.00.343500.0-17.071.4398.61104.290.323300.0-75.767.05-5.11-14.0257.380.6311.513.5876.8214.315.262490.91-4.190.9668.42-1.030.371950.0-17.785.16467.03-55.565.262490.91-4.19-3.681699.6214.30
21Q1 (6)1110.00.0-0.01-100.75-101.10.72-70.0-37.93-0.01-100.26-101.17.43-2.24-3.7657.02-1.0915.787.68-65.0-49.64-0.22-101.13-101.690.57-65.87-51.69-0.02-101.36-101.980.91-95.47-95.02-0.22-101.13-101.69-8.62-47.59-32.83
20Q4 (5)1110.00.01.335.5616.672.404.3514.293.9151.55-12.727.6-14.99-10.1757.656.426.7821.9410.8122.519.4024.1229.681.67-5.659.871.475.015.7520.079.7323.8119.4024.1229.68--0.00
20Q3 (4)1110.00.01.26207.320.02.30228.570.02.5895.450.08.949.020.054.175.270.019.8066.670.015.63184.70.01.7782.470.01.4211.110.018.2957.540.015.63184.70.0--0.00
20Q2 (3)1110.00.00.41-54.950.00.70-39.660.01.3245.050.08.26.220.051.464.490.011.88-22.10.05.49-57.870.00.97-17.80.00.45-55.450.011.61-36.520.05.49-57.870.0--0.00
20Q1 (2)1110.00.00.91-20.180.01.16-44.760.00.91-79.690.07.72-8.750.049.25-8.780.015.25-14.850.013.03-12.90.01.18-22.370.01.01-20.470.018.2912.830.013.03-12.90.0--0.00
19Q4 (1)1110.00.01.140.00.02.100.00.04.480.00.08.460.00.053.990.00.017.910.00.014.960.00.01.520.00.01.270.00.016.210.00.014.960.00.0--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)
2024/101.36-4.8910.7113.681.833.96N/A0.574.86-
2024/91.4321.7113.6812.320.944.00.00.554.29-
2024/81.17-16.36-8.8210.9-0.513.770.00.293.74-
2024/71.417.14-1.649.720.593.940.00.563.46-
2024/61.2-10.61-8.358.320.973.850.00.042.9-
2024/51.342.23-17.17.122.733.930.00.542.86-
2024/41.312.79-6.845.788.764.30.0-0.062.32-
2024/31.27-25.66-5.764.4714.384.470.00.482.38-
2024/21.7215.6733.613.225.044.540.01.051.9-
2024/11.4810.1516.411.4816.414.280.00.840.84-
2023/121.35-7.4919.8816.24-12.74.030.0-0.092.46-
2023/111.4518.633.0214.89-14.793.940.0-0.082.55-
2023/101.23-2.346.0313.44-17.983.770.00.242.64-
2023/91.26-2.38-9.7512.21-19.813.970.00.212.39-
2023/81.29-9.78-6.2810.95-20.824.020.00.32.18-
2023/71.439.16-17.429.67-22.424.350.00.311.88-
2023/61.31-19.14-17.048.24-23.234.330.00.191.57-
2023/51.6214.88-11.566.93-24.294.380.00.541.38-
2023/41.413.98-17.845.32-27.474.040.00.160.83-
2023/31.355.39-17.673.91-30.43.910.00.110.68-
2023/21.280.78-26.392.56-35.663.680.00.340.57-
2023/11.2713.44-42.911.27-42.913.490.00.240.24-
2022/121.122.63-47.5418.6-35.813.370.00.050.89-
2022/111.09-5.45-51.5617.48-34.873.640.00.060.84由於今年上市遊戲款數較少,以致營收較去年減少。
2022/101.16-16.88-53.5916.38-33.343.920.0-0.230.78由於今年上市遊戲款數較少,以致營收較去年減少。
2022/91.391.36-40.5915.23-31.054.490.00.251.02-
2022/81.37-20.5-46.2313.83-29.924.680.0-0.150.77-
2022/71.739.66-36.1512.46-27.55.130.00.110.92-
2022/61.58-13.81-30.4110.73-25.885.120.00.170.81-
2022/51.836.73-24.969.16-25.055.180.00.10.64-
2022/41.714.2-27.257.33-25.075.10.0-0.270.54-
2022/31.64-5.76-40.535.62-24.375.620.00.010.81-
2022/21.74-21.84-19.993.97-14.816.110.00.340.8-
2022/12.234.25-10.262.23-10.266.630.00.460.46-
2021/122.14-5.23-10.4328.98-10.746.890.00.22.15-
2021/112.26-9.41-0.226.84-10.767.090.00.381.95-
2021/102.496.38-15.3524.58-11.627.390.0-0.491.57-
2021/92.34-8.25-3.5122.09-11.187.60.00.022.06-
2021/82.55-5.6-13.8919.74-12.017.520.00.912.04-
2021/72.7119.52-23.7517.19-11.737.40.00.481.13-
2021/62.26-7.05-16.2114.48-9.057.050.00.240.65-
2021/52.443.46-17.2812.22-7.587.550.00.330.41-
2021/42.35-14.81-7.829.78-4.817.30.0-0.020.08-
2021/32.7626.7727.627.43-3.817.430.0-0.970.1-
2021/22.18-12.33-15.264.67-16.057.060.00.491.07-
2021/12.494.06-16.742.49-16.747.140.00.580.58-
2020/122.395.58-12.7832.46-12.537.60.00.878.32-
2020/112.26-23.16-20.6930.08-12.517.640.00.377.46-
2020/102.9521.262.7927.81-11.778.340.01.067.08-
2020/92.43-18.12-30.0824.87-13.238.940.00.546.03-
2020/82.97-16.41-23.7622.44-10.919.220.00.665.48-
2020/73.5531.35-10.119.47-8.569.190.01.264.82-
2020/62.7-8.24-31.3815.92-8.218.20.00.423.56-
2020/52.9415.28-2.3613.22-1.47.660.01.053.14-
2020/42.5517.9514.1210.28-1.137.290.0-0.042.09-
2020/32.17-15.83-4.757.72-5.317.720.00.662.13-
2020/22.57-13.85-12.065.56-5.538.30.0-
2020/12.999.00.932.990.938.580.0-
2019/122.74-3.9910.5537.12254.890.0N/A應收增減原因為新產品上市營收注入,故較去年同期營收大幅成長
2019/112.85-0.39425.8534.38330.760.0N/A營收增減原因為新產品上市營收注入,故較去年同期營收大幅成長
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)93-16.221.68250.01.9643.0716.24-12.6957.887.038.4960.499.61238.381.3840.821.63176.271.56194.34
2022 (9)1110.00.48-60.981.37-72.2118.6-35.8254.08-4.895.29-54.322.84-39.70.98-70.830.59-58.740.53-61.31
2021 (8)1110.01.23-68.544.93-24.9628.98-10.7256.867.0211.58-32.754.71-64.693.36-39.891.43-74.091.37-68.36
2020 (7)1110.03.91-12.726.57-10.3732.46-12.5553.135.9417.223.6713.34-0.155.59-9.45.52-11.114.33-12.7
2019 (6)1110.04.4807.33037.12254.8850.15-28.1216.61013.3606.1706.2104.960
2018 (5)1110.0-2.600-4.13010.4621.4969.77-15.96-22.850-27.480-2.390-2.490-2.870
2017 (4)1110.0-2.560-4.3008.61-10.6883.02-7.65-29.990-32.890-2.580-2.540-2.830
2016 (3)1110.0-0.980-2.1809.64-22.289.90-0.93-13.180-11.260-1.270-0.90-1.090
2015 (2)11126.140.27-93.20.31-93.5112.39-15.9490.74-0.837.35-75.812.40-89.930.91-79.691.0-79.120.3-91.45
2014 (1)8823.943.97-6.594.7810.1414.7422.5391.50030.39023.8404.4824.794.7930.163.5117.0

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