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)911.113.412.08-36.2-40.062.20-21.99-15.389.2328.91-7.8823.215.9816.4628.36-18.2-17.810.56-33.29-32.957.98-40.67-47.712.45-29.39-21.971.89-35.71-38.2410.07-42.52-47.557.98-40.67-47.713.31-27.15-14.15
24Q2 (19)902.273.453.26-18.0922.562.82-6.3141.717.1679.97.1921.90.6413.4134.67-0.555.2215.83-5.7715.3813.45-17.2813.413.47-5.1930.942.94-16.4827.2717.52-14.087.3513.45-17.2813.411.407.96-10.88
24Q1 (18)880.01.153.9834.01-1.03.01-15.45-22.623.98-69.34-1.021.762.16-3.7234.864.97-3.316.801.08-15.0716.2632.25.313.663.39-18.123.5234.351.1520.3948.624.5116.2632.25.314.529.8010.74
23Q4 (17)880.02.332.97-14.41-33.563.5636.92-27.0512.9829.54-39.5221.36.87-6.8633.21-3.74-11.7916.625.52-17.0212.30-19.4-27.93.5412.74-22.712.62-14.38-31.9513.72-28.54-21.3812.30-19.4-27.95.048.0233.78
23Q3 (16)881.152.333.4730.45-44.752.6030.65-41.1810.0250.0-41.1319.933.21-22.1534.504.7-3.4415.7514.8-27.6215.2628.67-29.523.1418.49-43.633.0632.47-43.6519.2017.65-29.6415.2628.67-29.52-5.68-1.69-9.10
23Q2 (15)870.03.572.66-33.83-58.51.99-48.84-60.446.6866.17-39.5519.31-14.56-32.6532.95-8.6-0.313.72-30.64-34.6411.86-23.19-37.912.65-40.72-55.982.31-33.62-56.9816.32-16.35-31.2811.86-23.19-37.91-7.87-21.95-34.56
23Q1 (14)871.164.824.02-10.07-13.363.89-20.2910.24.02-81.27-13.3622.6-1.18-12.7436.05-4.2526.9419.78-1.2521.215.44-9.52.664.47-2.45.673.48-9.61-9.8419.5111.813.5615.44-9.52.66-5.92-19.45-4.94
22Q4 (13)860.04.884.47-28.8226.994.8810.4157.9321.4626.0913.3122.87-10.66-4.5937.655.3733.1820.03-7.9538.5217.06-21.238.144.58-17.7731.993.85-29.132.7617.45-36.0617.5917.06-21.238.14-10.69-15.43-0.86
22Q3 (12)862.383.616.28-2.03-2.794.42-12.13-23.1317.0254.0310.325.6-10.71-13.9235.738.118.9321.763.67-3.0721.6513.3518.895.57-7.48-16.625.431.121.6927.2914.9119.5921.6513.3518.89-0.0118.0615.18
22Q2 (11)841.22.446.4138.1510.715.0342.49-5.6311.05138.1523.3328.6710.69-0.6233.0516.377.3720.9928.62-1.7819.1026.9914.036.0242.32-2.435.3739.1212.5823.7526.0612.6719.1026.9914.039.3734.9828.37
22Q1 (10)831.221.224.6431.8246.373.5314.2428.834.64-75.546.3725.98.0533.5128.400.46-0.0416.3212.86-0.5515.0421.7811.824.2321.933.023.8633.148.4618.8426.9511.0215.0421.7811.82-5.67-6.84-16.01
21Q4 (9)82-1.21.233.52-45.5162.963.09-46.2645.7518.9422.7565.2723.97-19.452.1928.27-13.81-2.9514.46-35.59-2.4912.35-32.188.623.47-48.0548.292.9-45.6965.7114.84-34.978.3212.35-32.188.62-8.16-16.97-19.19
21Q3 (8)831.222.476.4611.57170.295.757.88148.9215.4372.2165.9129.743.0882.7932.806.568.2522.455.0538.4118.218.7251.626.688.27153.035.3411.95175.2622.828.2549.8418.218.7251.6225.8947.1151.20
21Q2 (7)820.02.55.7982.6587.385.3394.5378.868.96182.6527.0928.8548.7150.530.788.346.2121.3730.2324.6116.7524.5429.346.1794.0387.544.7783.4693.921.0824.2233.0816.7524.5429.3435.9464.7061.89
21Q1 (6)821.232.53.1746.76-19.952.7429.25-15.953.17-72.34-19.9519.423.17-4.5728.41-2.47-7.7916.4110.65-12.4313.4518.29-13.953.1835.9-16.542.648.57-17.7216.9723.87-13.8613.4518.29-13.959.9918.5710.51
20Q4 (5)810.01.252.16-9.62-25.02.12-8.23-27.6511.4623.23-9.9115.75-3.2-13.8929.13-3.86-7.0514.83-8.57-18.8711.37-5.33-11.522.34-11.36-29.941.75-9.79-23.9113.70-10.05-15.8511.37-5.33-11.52--0.00
20Q3 (4)811.250.02.39-22.650.02.31-22.480.09.3031.910.016.27-15.130.030.304.550.016.22-5.420.012.01-7.260.02.64-19.760.01.94-21.140.015.23-3.850.012.01-7.260.0--0.00
20Q2 (3)800.00.03.09-21.970.02.98-8.590.07.0578.030.019.17-5.710.028.98-5.940.017.15-8.480.012.95-17.150.03.29-13.650.02.46-22.150.015.84-19.590.012.95-17.150.0--0.00
20Q1 (2)800.00.03.9637.50.03.2611.260.03.96-68.870.020.3311.150.030.81-1.690.018.742.520.015.6321.630.03.8114.070.03.1637.390.019.7021.010.015.6321.630.0--0.00
19Q4 (1)800.00.02.880.00.02.930.00.012.720.00.018.290.00.031.340.00.018.280.00.012.850.00.03.340.00.02.30.00.016.280.00.012.850.00.0--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)
2024/117.591.55.0881.957.8922.2N/A-
2024/107.484.938.5674.368.1922.5N/A-
2024/97.13-9.712.3466.888.1423.210.74-
2024/87.9-3.5823.2459.758.8823.580.73-
2024/78.199.2624.8851.856.9822.440.76-
2024/67.510.9121.443.664.1821.90.68-
2024/56.76-11.640.5636.171.2121.960.67-
2024/47.651.2819.329.411.3621.440.69-
2024/37.5521.06-11.7921.76-3.7221.760.71-
2024/26.24-21.73-8.2214.211.1921.390.72-
2024/17.9710.9110.037.9710.0322.380.69-
2023/127.19-0.5411.3683.14-19.321.30.54-
2023/117.224.86-7.0875.95-21.3521.080.55-
2023/106.89-1.08-20.2368.73-22.620.260.57-
2023/96.978.71-17.9561.84-22.8619.930.56-
2023/86.41-2.3-19.6454.87-23.4419.140.58-
2023/76.566.22-28.2448.47-23.9219.450.57-
2023/66.17-8.12-32.4241.91-23.1919.310.5-
2023/56.724.8-29.0435.73-21.3321.690.45-
2023/46.41-25.11-36.2629.01-19.321.770.44-
2023/38.5625.95-8.2722.6-12.7222.60.48-
2023/26.8-6.15-10.6914.04-15.2320.490.53-
2023/17.2412.25-19.087.24-19.0821.470.51-
2022/126.45-17.02-7.6103.031.0522.870.51-
2022/117.78-9.97-13.496.581.6924.90.47-
2022/108.641.747.8988.83.2625.10.46-
2022/98.496.46-9.7480.172.7925.60.49-
2022/87.97-12.75-14.2471.684.5126.250.48-
2022/79.140.04-17.1663.77.4527.750.45-
2022/69.14-3.53-12.954.5613.0828.670.47-
2022/59.47-5.85-3.2645.4320.328.860.46-
2022/410.067.7717.3635.9628.5527.00.5-
2022/39.3322.6216.3925.933.4925.90.69-
2022/27.61-14.9743.8716.5645.5423.550.76-
2022/18.9528.1946.998.9546.9924.920.72-
2021/126.98-22.2342.86101.9642.5523.970.69-
2021/118.9812.1763.694.9742.5326.390.63本月營收較去年同期增加係因出貨量增加所致
2021/108.01-14.8948.8585.9940.6426.710.62-
2021/99.411.1684.477.9939.8529.740.58本月營收較去年同期增加係因出貨量增加所致
2021/89.3-15.7374.5368.5835.3630.820.56本月營收較去年同期增加係因出貨量增加所致
2021/711.035.1888.8159.2830.7631.310.55本月營收較去年同期增加係因出貨量增加所致
2021/610.497.1484.5148.2522.1728.850.52本月營收較去年同期增加係因出貨量增加所致
2021/59.7914.2256.9337.7611.6826.380.56本月營收較去年同期增加係因出貨量增加所致
2021/48.576.8818.3127.971.4521.880.68-
2021/38.0251.578.119.4-4.5519.40.52-
2021/25.29-13.13-15.9411.38-11.8316.270.62-
2021/16.0924.59-7.926.09-7.9216.470.61-
2020/124.89-10.94-1.6171.52-2.8415.750.5-
2020/115.492.05-8.2866.63-2.9315.970.5-
2020/105.385.42-26.6961.14-2.4215.810.5-
2020/95.1-4.24-20.6255.770.7916.270.39-
2020/85.33-8.83-21.2550.663.616.860.37-
2020/75.842.78-2.2645.347.5917.770.35-
2020/65.69-8.860.3439.499.2219.170.36-
2020/56.24-13.8810.4633.8110.8820.90.33-
2020/47.24-2.3329.427.5710.9720.960.33-
2020/37.4217.8422.7520.335.6120.330.47-
2020/26.29-4.8310.1512.91-2.2317.880.54-
2020/16.6133.12-11.686.61-11.680.0N/A-
2019/124.97-16.98-1.2973.62-6.410.0N/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)882.3312.74-39.9912.05-32.4683.14-19.3134.231.9716.60-16.1213.76-24.6413.8-32.3214.31-36.8511.48-37.95
2022 (9)864.8821.2314.0817.845.56103.031.0533.5710.6819.793.518.2617.6520.394.6222.6614.9118.518.51
2021 (8)821.2318.6166.0116.9058.24101.9642.5630.331.6819.1213.2715.5218.0219.4961.4719.7268.8415.6167.49
2020 (7)811.2511.21-10.5310.68-10.771.52-2.8529.83-5.2416.88-10.5513.15-5.9412.07-13.111.68-11.189.32-8.09
2019 (6)802.5612.5316.4511.9627.5173.62-6.4131.4827.618.8733.8313.9829.3213.8925.2513.1519.6510.1420.28
2018 (5)789.8610.762.679.380.8678.6620.224.67-8.9714.10-7.3610.81-3.2211.0911.3510.9919.728.439.77
2017 (4)717.5810.4860.749.3075.1465.4440.8527.10-0.4415.2228.4411.1727.89.9680.769.1872.567.6865.52
2016 (3)666.456.52-25.325.31-9.2346.465.9327.22-1.211.85-18.288.74-26.375.51-13.365.32-20.04.64-17.29
2015 (2)625.088.733.445.8532.6543.8624.2527.55-1.8514.500.3511.87-17.286.3624.716.657.955.6110.65
2014 (1)5918.08.4450.184.4153.6635.326.2128.07014.45014.3505.158.396.1678.035.0777.27

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