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)1910.536.7-0.20-171.43-166.67-0.14-177.78-240.00.43-32.81-60.196.94-7.84-10.6821.73-15.68-7.49-4.25-189.29-277.82-5.81-181.6-183.84-0.29-180.56-252.63-0.38-170.37-170.37-5.77-179.15-184.23-5.81-181.6-183.84-11.99-95.72-99.76
24Q2 (19)1900.07.950.28-20.0-22.220.18-21.745.880.6482.86-18.997.53-16.152.3125.779.943.374.76-4.89.177.12-4.94-16.920.36-20.012.50.54-19.4-14.297.29-4.58-14.947.12-4.94-16.92-7.05-8.53-27.05
24Q1 (18)1904.411.760.352.94-22.220.23-32.35-42.50.35-75.18-22.228.982.051.3523.44-9.36-4.445.00-32.61-42.997.496.09-13.210.45-30.77-42.310.678.06-11.847.646.7-11.477.496.09-13.217.658.13103.83
23Q4 (17)1821.6814.470.3413.33-24.440.34240.0-22.731.4130.56-34.118.813.26-4.3525.8610.091.817.42210.46-18.197.061.88-9.490.65242.11-21.690.6214.81-13.897.164.53-8.217.061.88-9.499.41-1.6799.41
23Q3 (16)1791.714.740.30-16.67-56.520.10-41.18-75.611.0836.71-36.847.775.57-12.723.49-5.783.212.39-45.18-73.126.93-19.14-42.630.19-40.62-75.950.54-14.29-49.536.85-20.07-43.296.93-19.14-42.63-5.68-18.34-49.34
23Q2 (15)1763.5313.550.36-20.0-34.550.17-57.5-56.410.7975.56-23.37.36-16.93-11.8624.931.636.454.36-50.29-51.398.57-0.7-16.550.32-58.97-57.330.63-17.11-26.748.57-0.7-16.398.57-0.7-16.55-10.31-10.00-33.30
23Q1 (14)1706.929.680.450.0-6.250.40-9.0914.290.45-78.97-6.258.86-3.716.7324.53-3.437.878.77-3.31-0.118.6310.64-10.750.78-6.0216.420.765.564.118.6310.64-11.038.6310.64-10.75-0.17-17.39-0.88
22Q4 (13)1591.923.250.45-34.7855.170.447.3291.32.1425.15245.169.23.3732.3725.4011.63.899.072.0250.177.80-35.4320.180.835.0697.620.72-32.7160.07.80-35.4326.427.80-35.4320.184.98-4.676.22
22Q3 (12)1560.650.650.6925.45213.640.415.13156.251.7166.02418.188.96.5931.2722.76-2.8221.528.89-0.8986.3712.0817.62142.080.795.33146.881.0724.42214.7112.0817.85133.212.0817.62142.088.3020.028.28
22Q2 (11)1550.00.00.5514.581275.00.3911.43680.01.03114.58836.368.3510.0141.5323.422.9932.998.972.16531.6910.276.2808.850.7511.94837.50.8617.811128.5710.255.67807.0810.276.2808.859.6140.0531.80
22Q1 (10)1550.650.00.4865.52700.00.3552.1700.48-22.58700.07.599.2154.922.74-6.9927.478.7845.365753.339.6749.0388.380.6759.526600.00.7362.22630.09.7057.21349.079.6749.0388.385.8648.6747.96
21Q4 (9)154-0.651.320.2931.82390.00.2343.75560.00.6287.88195.386.952.5170.3424.4530.5423.926.0426.62353.786.4930.06271.690.4231.25520.00.4532.35400.06.1719.11263.236.4930.06271.698.71240.91131.88
21Q3 (8)1550.01.970.22450.0650.00.16220.01700.00.33200.0161.116.7814.9286.2618.736.36-13.654.77235.921000.04.99341.59368.280.32300.01700.00.34385.71585.715.18358.41378.494.99341.59368.2817.66208.34110.00
21Q2 (7)1550.01.970.04-33.33116.670.050121.740.1183.33122.05.920.41118.5217.61-1.29-6.481.42846.67108.641.13-42.93108.370.08700.0118.180.07-30.0119.441.13-47.69108.371.13-42.93108.3720.2663.3450.00
21Q1 (6)1551.972.650.06160.0123.080.00100.0100.00.06109.23123.084.920.171.9317.84-9.58-3.040.15106.3100.931.98152.38113.60.01110.0102.170.1166.67125.02.16157.14114.841.98152.38113.616.095.00-150.00
20Q4 (5)1520.00.66-0.10-150.085.71-0.05-400.089.8-0.65-20.3765.434.0812.0919.319.73-9.04426.13-2.38-349.0693.53-3.78-103.2390.81-0.1-400.092.06-0.15-114.2985.85-3.78-103.2390.61-3.78-103.2390.81--0.00
20Q3 (4)1520.00.0-0.0483.330.0-0.0195.650.0-0.54-8.00.03.6434.810.021.6915.190.0-0.5396.780.0-1.8686.220.0-0.0295.450.0-0.0780.560.0-1.8686.220.0-1.8686.220.0--0.00
20Q2 (3)1520.660.0-0.247.690.0-0.230.00.0-0.50-92.310.02.7-5.260.018.832.340.0-16.44-2.050.0-13.507.280.0-0.444.350.0-0.3610.00.0-13.507.280.0-13.507.280.0--0.00
20Q1 (2)1510.00.0-0.2662.860.0-0.2353.060.0-0.2686.170.02.85-16.670.018.40390.670.0-16.1156.190.0-14.5664.60.0-0.4663.490.0-0.462.260.0-14.5663.820.0-14.5664.60.0--0.00
19Q4 (1)1510.00.0-0.700.00.0-0.490.00.0-1.880.00.03.420.00.03.750.00.0-36.770.00.0-41.130.00.0-1.260.00.0-1.060.00.0-40.240.00.0-41.130.00.0--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)
2024/102.5911.47-10.126.05-3.217.33N/A-
2024/92.32-4.11-21.2623.46-2.396.950.52-
2024/82.429.79-5.2121.140.247.130.51-
2024/72.2-11.85-4.4318.720.997.240.5-
2024/62.5-1.475.7416.511.777.60.42-
2024/52.54-1.024.7614.011.098.140.39-
2024/42.56-15.48-1.3411.470.318.530.37-
2024/33.033.532.988.910.88.910.4-
2024/22.93-0.38-0.355.87-0.299.030.4-
2024/12.94-6.89-0.222.94-0.228.920.4-
2023/123.1612.242.5432.89-3.338.850.42-
2023/112.82-2.16-3.229.73-3.928.640.43-
2023/102.88-2.36-8.7126.91-3.998.380.44-
2023/92.9515.42-2.7224.03-3.397.810.46-
2023/82.5510.69-15.3321.09-3.497.230.5-
2023/72.31-2.46-19.318.53-1.597.10.51-
2023/62.37-2.39-19.3316.231.577.390.46-
2023/52.42-6.79-12.013.866.277.970.43-
2023/42.6-11.77-3.1911.4411.168.490.4-
2023/32.950.17-4.988.8416.248.840.54-
2023/22.94-0.2526.595.8930.878.970.53-
2023/12.95-4.3135.432.9535.438.940.53-
2022/123.085.9436.9534.0238.519.140.46-
2022/112.91-7.7316.5530.9438.669.090.47-
2022/103.154.0342.428.0341.459.20.46-
2022/93.030.4631.5524.8841.338.910.51-
2022/83.025.515.8421.8542.88.810.52-
2022/72.86-2.4951.4418.8348.338.540.53客戶需求增加
2022/62.936.4637.6715.9747.788.370.5-
2022/52.752.5436.7813.0450.278.540.49客戶需求增加
2022/42.69-13.452.4110.2954.348.110.51客戶需求增加
2022/33.133.4753.327.655.037.60.63客戶需求增加
2022/22.326.7178.434.556.236.750.71客戶需求增加
2022/12.18-3.2337.922.1837.926.920.69-
2021/122.25-9.8370.8624.5685.086.960.79客戶需求增加
2021/112.512.7359.422.3186.657.010.78客戶需求增加
2021/102.21-3.8883.4919.8290.767.120.77客戶需求增加
2021/92.3-11.5382.7417.691.716.790.52客戶需求增加
2021/82.637.92113.1915.393.146.620.53客戶需求增加
2021/71.89-11.3663.2612.789.496.030.59客戶需求增加
2021/62.135.78105.9810.8194.965.910.36客戶需求增加
2021/52.0114.25185.298.6892.435.80.36因客戶需求增加所致。
2021/41.76-12.8882.896.6775.215.090.41因客戶需求增加所致。
2021/32.0255.3385.84.972.64.90.32因客戶需求增加所致。
2021/21.3-17.5188.892.8864.44.20.38因客戶需求增加所致。
2021/11.5819.8748.521.5848.524.460.36-
2020/121.32-15.88-1.113.2730.264.090.35-
2020/111.5729.7763.9811.9534.984.030.35因客戶需求增加所致。
2020/101.21-4.2833.6910.3931.473.690.39-
2020/91.263.2152.039.1831.193.640.38因客戶需求增加所致。
2020/81.225.6224.197.9228.383.410.41-
2020/71.1611.8240.876.729.182.90.48-
2020/61.0346.522.065.5426.982.70.53-
2020/50.71-26.7513.444.5128.172.760.52-
2020/40.96-11.539.153.831.332.740.52-
2020/31.0957.9172.652.8428.882.840.38因客戶需求增加所致。
2020/20.69-35.141.811.7511.343.080.35-
2020/11.06-20.1818.531.0618.533.350.33-
2019/121.3339.4778.3810.19-29.90.0N/A本月營收較去年同期增加達50%以上,係儲能裝置產品營收大幅成長所致。
2019/110.955.80.038.86-35.760.0N/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)18214.471.32-33.671.01-36.4832.79-3.6724.734.665.91-33.827.79-21.631.94-36.182.56-24.262.55-24.56
2022 (9)1593.251.99243.11.59269.7734.0438.6623.6318.748.93162.659.94156.193.04261.93.38255.793.38255.79
2021 (8)1541.320.5800.43024.5585.019.900.513.4003.8800.8400.9500.950
2020 (7)1520.66-0.650-0.52013.2727.3519.80118.78-7.680-7.540-1.020-1.00-0.980
2019 (6)1510.0-1.880-1.50010.42-28.589.05-38.85-34.210-34.330-3.570-3.540-2.850
2018 (5)151-29.44-1.220-1.09014.59-4.0114.8036.53-13.670-13.890-1.990-1.760-1.850
2017 (4)2140.0-1.200-1.23015.2-29.1410.845.24-17.040-17.310-2.590-2.80-2.550
2016 (3)21411.46-1.420-1.40021.4535.7610.3093.97-18.060-17.740-3.870-4.210-3.020
2015 (2)1925.492.790-3.01015.8-23.05.31-50.6-30.04035.110-4.7506.7505.750
2014 (1)18218.95-1.040-1.22020.5210.2610.750-11.480-9.250-2.360-1.920-1.890

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