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)593-0.3413.61.6739.1767.00.30-28.57-62.963.8876.3614.1230.39-9.66-7.7726.826.09-5.5614.17-2.81-22.9132.8552.37103.914.31-12.04-28.889.9138.4189.1240.9644.12108.2432.8552.37103.91-5.5529.59-39.58
24Q2 (19)5953.6618.761.2020.00.00.42-50.59-50.02.20120.0-8.3333.64-1.44-7.1225.28-6.58-7.6714.58-16.73-21.3221.5627.1226.754.9-18.06-26.977.1625.3918.9428.4245.7433.321.5627.1226.751.14-2.12-4.46
24Q1 (18)57414.1225.051.00-24.24-16.670.8541.676.251.00-78.54-16.6734.133.712.8627.0612.75-3.2217.5124.8-8.6116.96-16.7-2.755.9829.44-5.975.71-13.623.4419.50-16.2-8.9216.96-16.7-2.751.793.887.87
23Q4 (17)503-3.6412.531.3232.04.760.60-25.93-35.484.6637.063.132.91-0.12-1.224.00-15.49-21.114.03-23.67-32.6120.3626.3818.994.62-23.76-33.336.6126.1517.6223.2718.39.8220.3626.3818.99-4.577.66-14.75
23Q3 (16)5224.1916.781.00-16.67-20.630.81-3.5710.963.4041.674.2932.95-9.031.228.403.73-9.2918.38-0.81-2.4416.11-5.29-10.36.06-9.69-1.35.24-12.96-6.619.67-7.74-13.4616.11-5.29-10.30.07-8.340.72
23Q2 (15)5019.1512.081.200.0-2.440.845.0-3.452.40100.020.036.229.1615.5327.38-2.07-20.818.53-3.29-14.4117.01-2.47-7.36.715.5-1.186.029.069.6521.32-0.42-6.3717.01-2.47-7.34.38-2.38-4.49
23Q1 (14)4592.682.681.20-4.7655.840.80-13.9837.931.20-73.4555.8433.18-0.3925.5427.96-8.09-11.9119.16-7.9718.0517.441.9325.26.36-8.2348.255.52-1.7859.5421.411.0430.7917.441.9325.20.95-2.386.71
22Q4 (13)4470.01.361.260.0125.00.9327.4116.284.5238.65165.8833.312.330.7830.42-2.840.820.8210.5156.917.11-4.7366.286.9312.87105.035.620.18129.3921.19-6.7865.6817.11-4.7366.283.081.225.65
22Q3 (12)4470.00.451.262.44180.00.73-16.09102.783.2663.0183.4832.563.8633.2831.31-9.4316.1418.84-12.9856.2217.96-2.1387.286.14-9.57108.145.612.19177.7222.73-0.1895.9517.96-2.1387.2811.2431.0916.95
22Q2 (11)4470.02.051.2359.74241.670.8750.0155.882.00159.74185.7131.3518.6255.6634.578.9228.5621.6533.3967.1818.3531.73101.656.7958.28160.155.4958.67247.4722.7739.1109.4818.3531.73101.6511.2048.6242.44
22Q1 (10)4471.362.520.7737.5126.470.5834.88152.170.77-54.71126.4726.433.7749.5831.745.1751.6516.2322.3158.9613.9335.3755.994.2926.92138.333.4641.22136.9916.3727.9952.1413.9335.3755.994.0130.9727.16
21Q4 (9)441-0.90.680.5624.44154.550.4319.442250.01.7047.83240.025.474.2659.9930.1811.94107.7113.2710.0314844.4410.297.347.633.3814.5833900.02.4521.29150.012.7910.2690.3310.297.347.6312.7824.7212.66
21Q3 (8)4451.62.060.4525.02150.00.365.883700.01.1564.29325.9324.4321.334.6726.960.26120.4412.06-6.8710150.09.595.38503.142.9513.0314850.02.0227.851920.011.606.721631.349.595.38503.1417.6415.4426.86
21Q2 (7)4380.46-0.680.365.8871.430.3447.83580.00.70105.88180.020.1413.982.2926.8928.4858.2712.9526.84309.819.101.983.842.6145.0320.971.588.2269.8910.871.0271.189.101.983.8412.4830.21648.91
21Q1 (6)436-0.464.810.3454.55750.00.231250.0130.00.34-32.0750.017.6710.99-22.0220.9344.0556.4310.2111444.44220.068.9328.12881.321.818100.0150.01.4648.98758.8210.7660.12663.128.9328.12881.32-0.62527.27575.00
20Q4 (5)4380.46-0.230.221000.02100.0-0.02-100.0-122.220.5085.19-21.8815.92-12.24-35.9914.5318.8125.69-0.0925.0-104.746.97338.362150.0-0.0150.0-102.130.98880.01860.06.72902.999700.06.97338.362150.0--0.00
20Q3 (4)436-1.130.00.02-90.480.0-0.01-120.00.00.278.00.018.14-7.870.012.23-28.020.0-0.12-103.80.01.59-67.880.0-0.02-103.230.00.1-89.250.00.67-89.450.01.59-67.880.0--0.00
20Q2 (3)4416.010.00.21425.00.00.05-50.00.00.25525.00.019.69-13.110.016.9926.980.03.16-0.940.04.95443.960.00.62-13.890.00.93447.060.06.35350.350.04.95443.960.0--0.00
20Q1 (2)416-5.240.00.04300.00.00.1011.110.00.04-93.750.022.66-8.890.013.3815.740.03.1967.890.00.91367.650.00.7253.190.00.17240.00.01.412114.290.00.91367.650.0--0.00
19Q4 (1)4390.00.00.010.00.00.090.00.00.640.00.024.870.00.011.560.00.01.900.00.0-0.340.00.00.470.00.00.050.00.0-0.070.00.0-0.340.00.0--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)
2024/1010.1214.64-11.71108.28-4.8529.54N/A-
2024/98.83-16.55-17.498.16-4.0830.392.28-
2024/810.58-3.59-5.1189.33-2.5332.222.15-
2024/710.983.0-1.1478.75-2.1732.872.11-
2024/610.66-5.11-12.3867.77-2.3333.641.88-
2024/511.23-4.4-5.8157.11-0.235.671.78-
2024/411.75-7.4-3.1145.881.2734.321.85-
2024/312.6928.422.2434.132.8834.131.88-
2024/29.88-14.53-6.7621.443.2631.642.02-
2024/111.5613.3213.7211.5613.7233.011.94-
2023/1210.2-9.25-7.36135.259.3832.911.98-
2023/1111.24-1.950.97125.0511.0133.41.95-
2023/1011.477.252.75113.8112.1233.311.96-
2023/910.69-4.132.3102.3413.2732.952.04-
2023/811.150.430.6491.6514.7134.421.95-
2023/711.1-8.70.6880.516.9735.191.91-
2023/612.162.012.2269.3920.0836.221.83-
2023/511.93-1.6616.4557.2321.936.461.82-
2023/412.13-2.2818.0445.323.4235.141.88-
2023/312.4117.119.3133.1825.5133.182.02-
2023/210.64.2543.2920.7629.5431.782.11-
2023/110.17-7.6917.7610.1717.7632.312.07-
2022/1211.01-1.0929.32123.6540.9733.311.93-
2022/1111.13-0.2125.37112.6442.2232.751.96-
2022/1011.166.7738.12101.544.3532.691.96-
2022/910.45-5.6825.8290.3545.1632.561.84-
2022/811.080.4730.579.8948.1432.951.82-
2022/711.031.7644.4568.8151.4332.111.87去年同期受疫情影響,故相較今年變動達50%以上
2022/610.845.8448.8757.7852.8531.351.88去年同期受疫情影響,故相較今年變動達50%以上
2022/510.24-0.3250.6246.9553.7930.921.9去年同期受疫情影響,故相較今年變動達50%以上
2022/410.27-1.2369.5636.754.728.072.09去年同期受疫情影響,故相較今年變動達50%以上
2022/310.440.6357.726.4349.6126.432.06去年同期受疫情影響,故相較今年同期變動達57.71%
2022/27.4-14.3254.0416.0344.7824.542.22去年同期受疫情影響,故相較今年同期變動百分比達54.05%
2022/18.631.3637.698.6337.6926.032.09-
2021/128.52-4.1145.1887.7114.7525.482.1-
2021/118.889.9368.5979.212.2225.272.12去年同期受疫情影響,故相較今年同期變動百分比達68.59%
2021/108.08-2.7367.7870.327.6724.882.15去年同期受疫情影響,故相較今年同期變動百分比達67.79%
2021/98.31-2.1740.6262.242.8824.432.0-
2021/88.4911.243.2553.93-1.1923.412.09-
2021/77.644.8721.0745.44-6.621.712.25-
2021/67.287.089.3537.8-10.7320.142.6-
2021/56.812.23.1830.52-14.4719.452.69-
2021/46.06-8.13-5.9523.73-18.4717.462.99-
2021/36.637.37-21.5717.67-22.0317.672.71-
2021/24.8-23.41-30.8711.07-22.316.942.83-
2021/16.276.88-14.156.27-14.1517.42.76-
2020/125.8711.34-29.4976.44-27.6215.952.83-
2020/115.279.4-32.3170.57-27.4615.992.82-
2020/104.81-18.48-45.0965.3-27.0416.652.71-
2020/95.91-0.34-26.9960.49-25.0818.142.46-
2020/85.93-6.0-38.5854.58-24.8718.892.36-
2020/76.31-5.27-32.248.65-22.7719.552.28-
2020/66.661.04-30.0342.35-21.1419.692.38-
2020/56.592.27-28.0635.69-19.2221.442.18-
2020/46.44-23.39-29.3229.1-16.9121.82.15-
2020/38.4121.08-10.1722.66-12.5422.662.13-
2020/26.95-4.89-0.1514.25-13.8922.572.14-
2020/17.3-12.2-23.857.3-23.8523.412.06-
2019/128.326.88-2.0105.622.720.0N/A-
2019/117.78-11.24-12.9497.33.140.0N/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)50312.534.18-0.953.07-0.97135.259.3826.95-15.7517.55-10.1417.714.3623.74-1.728.9611.6923.415.9
2022 (9)4471.364.22148.243.10127.94123.6540.9831.9919.9919.5359.4316.9777.724.15124.8625.93154.7220.19168.48
2021 (8)4410.681.70240.01.361033.3387.7114.826.6686.6912.25616.379.55182.5410.74719.8510.18268.847.52244.95
2020 (7)438-0.230.50-21.880.12-82.8676.4-27.6714.28-1.991.71-62.663.3840.251.31-72.932.76-21.592.18-22.14
2019 (6)439-0.230.6416.360.7020.69105.622.7814.571.184.588.792.412.124.8412.043.525.712.815.23
2018 (5)440-2.00.5566.670.58-6.45102.7612.114.407.144.21-6.862.3673.534.324.353.3372.542.4364.19
2017 (4)449-2.60.33-52.860.62-27.9191.674.8613.44-17.344.52-35.431.36-63.934.14-32.351.93-54.591.48-54.18
2016 (3)4613.830.70-54.840.86-33.8587.42-19.5216.26-2.877.00-13.263.77-33.276.12-30.224.25-47.073.23-53.66
2015 (2)4440.01.559.151.3017.12108.63-10.8316.744.368.0718.55.659.928.775.798.03-0.746.979.42
2014 (1)4440.681.42136.671.11117.65121.8313.5916.0406.8105.1408.29170.928.09191.016.37132.48

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