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)1860.540.54-0.54-180.6-228.57-0.05-123.81-266.670.68-44.7247.8341.05-4.136.292.65-42.39-42.89-0.38-128.57-135.51-2.45-185.07-221.29-0.16-128.07-139.02-1.0-180.65-228.21-2.59-178.25-187.21-2.45-185.07-221.2912.05-80.48163.09
24Q2 (19)1850.00.00.6719.64857.140.21450.0205.01.23119.642975.042.8228.244.594.60-3.9757.01.3356.47592.592.88-6.8772.730.5796.55618.181.2420.39853.853.31-22.84244.792.88-6.8772.736.23147.32161.95
24Q1 (18)1850.00.00.56275.01966.67-0.06-126.09-135.290.56300.01966.6733.39-15.77-9.514.7936.865.510.858.97-30.893.09307.382031.250.29-6.45-35.561.03274.581816.674.29343.751942.863.09307.382031.25-6.5649.41270.29
23Q4 (17)1850.00.0-0.32-176.19-77.780.23666.67-32.350.14-69.57-93.1439.642.64-1.913.50-24.57-43.550.78-27.1-67.5-1.49-173.76-88.610.31-24.39-68.04-0.59-175.64-73.53-1.76-159.26-8700.0-1.49-173.76-88.61-1.51161.91390.83
23Q3 (16)1850.00.00.42500.0-49.40.03115.0-93.020.461050.0-79.3738.62-5.67-25.044.6458.36-10.771.07496.3-44.852.02512.12-33.990.41472.73-59.00.78500.0-49.352.97209.38-11.872.02512.12-33.992.64416.66-51.33
23Q2 (15)1850.00.00.07333.33-80.0-0.20-217.65-140.00.04233.33-97.1440.9410.95-26.352.93-35.46-52.36-0.27-121.95-110.00.33306.25-73.39-0.11-124.44-107.330.13316.67-80.30.96357.14-56.560.33306.25-73.391.13208.33-133.82
23Q1 (14)1850.01.65-0.0383.33-102.860.17-50.0-85.22-0.03-101.47-102.8636.9-8.69-14.54.54-26.77-52.211.23-48.75-80.03-0.1679.75-103.60.45-53.61-83.08-0.0682.35-103.140.211150.0-96.28-0.1679.75-103.6-15.12-19.18-35.47
22Q4 (13)1850.012.12-0.18-121.69-123.080.34-20.93-43.332.04-8.52-35.0340.41-21.56-22.96.2019.232.142.4023.71-15.79-0.79-125.82-132.110.97-3.0-35.33-0.34-122.08-126.56-0.02-100.59-100.63-0.79-125.82-132.11-14.447.72-17.46
22Q3 (12)1850.012.120.83137.14-35.660.43-14.0-67.672.2359.29-5.9151.52-7.321.945.20-15.45-43.781.94-28.15-67.883.06146.77-27.831.0-33.33-67.211.54133.33-27.73.3752.49-37.243.06146.77-27.8310.7435.23-35.26
22Q2 (11)1851.6512.120.35-66.67-56.790.50-56.52-42.531.4033.3329.6355.5928.818.286.15-35.26-13.012.70-56.17-32.51.24-72.13-56.791.5-43.61-20.210.66-65.45-51.112.21-60.88-35.761.24-72.13-56.795.58-16.0317.57
22Q1 (10)18210.310.31.0534.62288.891.1591.67116.981.05-66.56288.8943.16-17.6521.279.5056.5136.896.16116.1472.554.4580.89261.792.6677.33109.451.9149.22334.095.6578.8179.74.4580.89261.79-6.97-2.4618.39
21Q4 (9)1650.00.00.78-39.5365.960.60-54.89500.03.1432.49196.2352.413.720.346.07-34.3840.182.85-52.81352.382.46-41.9845.561.5-50.82455.561.28-39.9164.13.16-41.1559.62.46-41.9845.565.629.86-1.01
21Q3 (8)1650.00.01.2959.264.031.3352.87107.812.37119.44301.6950.547.5329.929.2530.8341.876.0451.074.574.2447.74-19.543.0562.23125.932.1357.783.95.3756.1-5.294.2447.74-19.5419.80129.6358.51
21Q2 (7)1650.0-15.820.81200.03950.00.8764.15890.911.08300.0266.1547.032.0649.597.071.8791.64.0012.044344.442.87133.331048.01.8848.036166.671.35206.823275.03.4470.3309.522.87133.331048.06.8978.72247.07
21Q1 (6)1650.00.00.27-42.55140.30.53430.0247.220.27-74.53140.335.59-18.2823.196.9460.28273.123.57466.67269.191.23-27.22130.831.27370.37308.20.44-43.59139.642.022.02155.341.23-27.22130.83-3.17-52.33172.81
20Q4 (5)1650.00.00.47-62.1113.640.10-84.38-47.371.0679.661077.7843.5511.95-12.854.33-33.5910.180.63-81.79-21.251.69-67.93144.930.27-80.0-32.50.78-61.95116.671.98-65.08144.441.69-67.93144.93--0.00
20Q3 (4)165-15.820.01.246100.00.00.64681.820.00.59190.770.038.923.810.06.5276.690.03.463744.440.05.272008.00.01.354400.00.02.055025.00.05.67575.00.05.272008.00.0--0.00
20Q2 (3)19618.790.00.02102.990.0-0.1169.440.0-0.652.990.031.428.760.03.6998.390.00.09104.270.00.25106.270.00.03104.920.00.04103.60.00.84123.010.00.25106.270.0--0.00
20Q1 (2)1650.00.0-0.67-404.550.0-0.36-289.470.0-0.67-844.440.028.89-42.190.01.86-52.670.0-2.11-363.750.0-3.99-678.260.0-0.61-252.50.0-1.11-408.330.0-3.65-550.620.0-3.99-678.260.0--0.00
19Q4 (1)1650.00.00.220.00.00.190.00.00.090.00.049.970.00.03.930.00.00.800.00.00.690.00.00.40.00.00.360.00.00.810.00.00.690.00.0--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)
2024/1015.387.0924.46133.63.7144.01N/A-
2024/914.360.695.76118.221.5142.010.49-
2024/814.266.558.46103.850.9439.740.52-
2024/713.3910.6912.6189.59-0.1540.640.51-
2024/612.09-20.23-7.6676.2-2.142.820.43-
2024/515.16-2.5615.8964.11-0.9743.490.43-
2024/415.5621.915.4248.95-5.2435.040.53-
2024/312.7689.97-18.7433.39-9.5133.390.53-
2024/26.72-51.68-49.9820.62-2.6733.340.53-
2024/113.919.3179.2813.9179.2841.190.43茲因去年適逢農曆過年導致工作天數減少,故營收降低。
2023/1212.72-12.6710.16156.1-18.2539.640.4-
2023/1114.5717.85-1.56143.38-20.0840.50.39-
2023/1012.36-8.99-13.01128.82-21.739.090.4-
2023/913.583.26-16.28116.46-22.538.620.44-
2023/813.1510.63-26.31102.88-23.2538.140.45-
2023/711.89-9.24-31.9289.73-23.3738.070.45-
2023/613.10.11-31.9377.84-21.8840.940.4-
2023/513.08-11.36-35.7964.74-19.4743.550.37-
2023/414.76-6.03-12.0451.66-13.9443.90.37-
2023/315.7116.93-17.0936.9-14.6736.90.49-
2023/213.4373.216.8321.19-12.7832.740.56-
2023/17.76-32.82-39.397.76-39.3934.10.53-
2022/1211.55-21.96-33.07190.962.9240.550.56-
2022/1114.84.14-14.05179.416.6145.230.51-
2022/1014.21-12.42-20.74164.538.9248.280.47-
2022/916.22-9.1-12.33150.2812.8851.530.46-
2022/817.852.219.19134.0616.9554.550.44-
2022/717.46-9.2511.31117.119.1557.080.42-
2022/619.24-5.5524.9599.6420.6456.40.55-
2022/520.3721.430.3480.419.6556.10.55-
2022/416.78-11.425.1960.0316.4147.230.66-
2022/318.9564.7817.3743.2421.4443.240.72-
2022/211.5-10.1576.4724.324.8241.550.75不銹鋼價上漲及出貨量成長
2022/112.8-25.81-1.1712.8-1.1747.270.66-
2021/1217.250.2-2.68185.5226.6152.390.56-
2021/1117.22-3.9616.12168.2730.6453.650.55-
2021/1017.93-3.1243.67151.0632.5352.780.56-
2021/918.513.230.52133.1331.1750.540.56-
2021/816.354.218.21114.6331.2747.430.6-
2021/715.691.8627.5998.2833.7346.720.61-
2021/615.4-1.4838.1982.5934.9646.980.6-
2021/515.63-2.0152.1967.1934.2447.730.59與去年同期差異主因係因疫情趨緩且重要子公司建錩(中国)精密不銹鋼營運漸入佳境,因此整體營收較去年大幅成長。
2021/415.95-1.1747.5351.5629.638.610.73-
2021/316.14147.762.7835.6122.8735.610.68-
2021/26.52-49.6863.9219.4646.6337.190.65全球疫情影響
2021/112.95-26.9539.2412.9539.2445.50.53-
2020/1217.7319.58-9.43146.52-13.5245.030.4-
2020/1114.8318.81-17.54128.8-14.0541.480.44-
2020/1012.48-11.98-12.15113.97-13.5840.480.45-
2020/914.182.52-8.83101.49-13.7540.30.43-
2020/813.8312.46-0.8487.32-14.537.260.46-
2020/712.2910.321.4973.49-16.6633.710.51-
2020/611.148.49-26.7361.2-19.5532.230.47-
2020/510.27-5.01-34.3850.05-17.7636.790.42-
2020/410.81-31.143.7539.78-12.030.490.5-
2020/315.7295.129.1728.98-16.6928.980.57-
2020/23.97-57.26-46.9213.27-34.9432.850.5-
2020/19.3-52.49-27.999.3-27.9946.850.35-
2019/1219.578.8731.85169.442.980.0N/A-
2019/1117.9826.5710.76149.870.120.0N/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)1850.00.14-93.140.22-90.91156.1-18.143.88-41.740.68-78.880.17-91.631.06-82.710.91-83.150.26-93.1
2022 (9)18512.122.04-34.822.42-27.33190.682.776.66-9.513.22-22.412.03-27.766.13-20.395.4-19.43.77-27.5
2021 (8)1650.03.13195.283.331133.33185.5429.977.3671.564.15468.492.81134.177.7640.386.7193.865.2197.14
2020 (7)1650.01.061077.780.27-60.29142.76-14.884.29-3.810.73-33.031.203900.01.04-43.172.28216.671.751066.67
2019 (6)1650.00.0900.68325.0167.722.194.464.211.09289.290.0301.83297.830.7200.150
2018 (5)1650.0-0.5000.16-92.42164.12-4.914.28-37.060.28-90.24-0.6700.46-90.71-0.660-0.830
2017 (4)1650.00.76-61.622.11-8.66172.5928.676.80-25.272.87-32.151.10-64.634.95-12.72.28-50.971.26-61.47
2016 (3)1650.01.9802.310134.13-7.139.10206.44.2303.1105.6704.6503.270
2015 (2)1650.0-1.190-0.530144.434.162.97-54.02-1.150-2.100-1.670-2.650-1.970
2014 (1)1650.00.9201.200138.6618.976.4602.4701.3103.4302.7201.530

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