. 愛玩股

   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)165-4.62-4.620.0525.0-72.220.07240.040.00.1362.5-71.112.4623.0-8.8926.0320.96-2.365.66332.92-13.063.51-13.76-69.50.14380.0-22.220.0814.29-73.334.35-14.87-69.643.51-13.76-69.518.3212.50120.00
24Q2 (19)1730.00.00.040.0-78.95-0.050.0-150.00.08100.0-70.372.013.64-29.0821.52-6.07-21.72-2.4334.85-127.094.071.75-66.34-0.0528.57-120.00.0716.67-78.795.114.93-66.054.071.75-66.34-2.25150.00-85.72
24Q1 (18)1730.00.00.04300.0-50.0-0.05-171.43-150.00.04-91.3-50.01.76-18.14-30.1622.91-4.42-4.94-3.73-161.05-148.574.00244.83-25.09-0.07-153.85-136.840.06200.0-53.854.87258.09-26.994.00244.83-25.09-19.26102.78-65.72
23Q4 (17)1730.00.00.01-94.44-90.910.0740.0-41.670.462.226.982.15-20.37-23.2123.97-10.09-10.436.11-6.14-29.771.16-89.92-83.190.13-27.78-45.830.02-93.33-89.471.36-90.51-84.491.16-89.92-83.19-12.32-49.85-5.00
23Q3 (16)1730.00.00.18-5.26-25.00.05-50.0155.560.4566.6745.162.7-4.26-6.2526.66-3.0240.246.51-27.42578.6811.51-4.8-20.240.18-28.0550.00.3-9.09-26.8314.33-4.78-20.4311.51-4.8-20.243.8266.12-25.00
23Q2 (15)1730.00.00.19137.5850.00.100.0200.00.27237.5285.712.8211.920.5127.4914.07122.778.9716.8249.012.09126.4529.690.2531.58278.570.33153.85725.015.05125.64540.4312.09126.4529.690.9555.12-8.34
23Q1 (14)1730.00.00.08-27.2760.00.10-16.67600.00.08-81.460.02.52-10.0-1.9524.10-9.9439.557.68-11.729500.05.34-22.6144.320.19-20.8300.13-31.5844.446.67-23.9541.615.34-22.6144.32-6.39-40.72108.33
22Q4 (13)1730.00.00.11-54.171000.00.12233.331300.00.4338.71115.02.8-2.785.6626.7640.7771.658.70739.711741.516.90-52.18675.280.24700.02500.00.19-53.66533.338.77-51.3618.856.90-52.18675.2810.15522.91121.67
22Q3 (12)1730.00.00.241100.0380.0-0.0910.0-550.00.31342.8672.222.8823.088.2719.0154.05-5.19-1.3677.41-157.8714.43651.56304.2-0.0471.43-166.670.41925.0355.5618.01666.38300.2214.43651.56304.27.06520.00-195.00
22Q2 (11)1730.00.00.02-60.0-33.33-0.10-400.0-433.330.0740.0-46.152.34-8.95-13.9712.34-28.55-33.94-6.02-7625.0-357.261.92-48.1114.97-0.140-333.330.04-55.560.02.35-50.1111.371.92-48.1114.97-5.98170.00-250.00
22Q1 (10)1730.00.00.05400.0-50.0-0.02-100.0-150.00.05-75.0-50.02.57-3.020.017.2710.78-20.960.08115.09-98.043.70315.73-47.740100.0-100.00.09200.0-50.04.71286.07-46.63.70315.73-47.74-1.70160.00-125.00
21Q4 (9)1730.00.00.01-80.0-87.5-0.01-150.0-108.330.2011.1166.672.65-0.386.015.59-22.24-34.66-0.53-122.55-105.530.89-75.07-84.22-0.01-116.67-104.170.03-66.67-78.571.22-72.89-83.40.89-75.07-84.22-1.29-6.66-91.66
21Q3 (8)1730.00.00.0566.6766.670.02-33.33-50.00.1838.46350.02.66-2.2127.2720.057.33-16.842.350.43-42.263.57113.7760.090.060.0-33.330.09125.080.04.50113.2741.513.57113.7760.091.81-1.66-29.16
21Q2 (7)1730.09.490.03-70.0-40.00.03-25.0-25.00.1330.01200.02.725.8420.3518.68-14.51-14.432.34-42.79-33.711.67-76.41-51.310.06-40.0-25.00.04-77.78-50.02.11-76.08-45.621.67-76.41-51.314.32-22.50-45.84
21Q1 (6)1730.00.00.1025.0433.330.04-66.67136.360.10-16.67433.332.572.858.6421.85-8.42118.724.09-57.31136.297.0825.53301.140.1-58.33155.560.1828.57400.08.8220.0324.437.0825.53301.1411.2195.8366.66
20Q4 (5)1730.00.00.08166.67300.00.12200.0200.00.12200.0180.02.519.6217.3723.86-1.0429.259.58135.38188.555.64152.91268.630.24166.67242.860.14180.0366.677.35131.13390.05.64152.91268.63--0.00
20Q3 (4)1739.490.00.03-40.00.00.040.00.00.04300.00.02.09-7.520.024.1110.440.04.0715.30.02.23-34.990.00.0912.50.00.05-37.50.03.18-18.040.02.23-34.990.0--0.00
20Q2 (3)158-8.670.00.05266.670.00.04136.360.00.01133.330.02.2639.510.021.83118.520.03.53131.320.03.43197.440.00.08144.440.00.08233.330.03.88198.730.03.43197.440.0--0.00
20Q1 (2)1730.00.0-0.03-250.00.0-0.11-375.00.0-0.0380.00.01.62-23.940.09.99-45.880.0-11.27-439.460.0-3.52-330.070.0-0.18-357.140.0-0.06-300.00.0-3.93-362.00.0-3.52-330.070.0--0.00
19Q4 (1)1730.00.00.020.00.00.040.00.0-0.150.00.02.130.00.018.460.00.03.320.00.01.530.00.00.070.00.00.030.00.01.500.00.01.530.00.0--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)
2024/100.78-7.744.197.01-20.22.5N/A-
2024/90.85-2.32-5.956.22-22.492.460.45-
2024/80.8716.76-6.285.38-24.582.250.5-
2024/70.7417.23-13.934.51-27.322.090.53-
2024/60.63-11.19-39.593.76-29.492.00.51-
2024/50.7110.39-22.983.13-27.012.020.5-
2024/40.65-1.01-22.712.41-28.131.710.59-
2024/30.6558.85-29.891.76-29.931.760.55-
2024/20.41-41.0-52.231.11-29.951.740.56適逢農曆春節假期及客戶需求放緩
2024/10.710.84-3.370.7-3.372.090.46-
2023/120.63-17.76-32.6510.18-3.922.150.46-
2023/110.771.88-20.559.55-1.142.420.4-
2023/100.75-16.73-16.928.781.02.580.38-
2023/90.9-2.66-15.578.033.092.70.43-
2023/80.937.230.77.136.062.840.41-
2023/70.86-17.71-3.046.26.912.840.41-
2023/61.0513.2351.275.348.722.820.48主係因客戶需求增加及代理產品線有新開發訂單所致
2023/50.9310.789.524.281.72.70.5-
2023/40.84-10.215.063.36-0.262.630.51-
2023/30.938.232.02.52-1.912.520.64-
2023/20.8619.3413.511.58-4.092.520.64-
2023/10.72-22.74-19.070.72-19.072.620.61-
2022/120.94-2.99-13.210.590.02.80.53-
2022/110.966.5415.689.661.52.940.5-
2022/100.9-15.3821.798.690.142.90.51-
2022/91.0716.137.077.79-1.882.880.53-
2022/80.923.24-0.886.72-6.122.510.61-
2022/70.8928.38-5.735.8-6.92.430.62-
2022/60.69-18.02-17.374.91-7.112.340.74-
2022/50.856.27-7.44.21-5.172.560.68-
2022/40.8-12.82-17.063.36-4.592.470.7-
2022/30.9120.4417.212.570.072.570.75-
2022/20.76-14.9117.491.65-7.412.730.7-
2022/10.89-17.13-21.560.89-21.562.80.68-
2021/121.0829.2926.0910.5925.112.650.68-
2021/110.8312.17-12.719.5225.02.360.76-
2021/100.74-4.777.578.6830.412.450.73-
2021/90.78-16.0510.047.9433.052.660.54-
2021/80.93-1.7940.147.1636.152.720.53-
2021/70.9512.5331.716.2335.582.70.53-
2021/60.84-8.1313.235.2836.292.720.42-
2021/50.92-4.8128.364.4441.762.660.43-
2021/40.9623.2119.733.5345.72.390.48-
2021/30.7820.7316.542.5758.62.570.47市場需求大幅增加所致
2021/20.65-43.273.641.7888.322.640.46市場需求大幅增加所致
2021/11.1433.2197.821.1497.822.950.41營收較去年同期增加，主係因客戶需求增加及農曆年前提前備貨所致。
2020/120.85-10.4914.98.4710.662.50.54-
2020/110.9538.2427.027.6110.22.350.58-
2020/100.69-2.588.056.668.152.060.66-
2020/90.716.9-3.915.978.162.090.65-
2020/80.66-7.7-4.665.2610.032.120.64-
2020/70.72-3.254.584.5912.532.170.62-
2020/60.744.1420.293.8814.142.260.49-
2020/50.71-11.2112.523.1312.772.190.51-
2020/40.819.9236.672.4212.841.850.6-
2020/30.6779.8924.91.623.851.620.65-
2020/20.37-35.29-8.660.95-7.191.690.62-
2020/10.58-22.62-6.210.58-6.212.070.51-
2019/120.74-1.0526.497.65-7.510.0N/A-
2019/110.7517.5933.546.91-10.110.0N/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)1730.00.457.140.33010.18-3.8725.6934.017.401093.557.9612.430.75971.431.017.450.796.76
2022 (9)1730.00.42110.0-0.08010.590.019.170.790.62-69.767.08117.180.07-68.180.94113.640.74117.65
2021 (8)1730.00.2066.670.07-30.010.5925.0319.02-8.252.05-21.763.2632.520.220.00.4462.960.3461.9
2020 (7)1730.00.1200.1008.4710.7220.7366.242.6202.4600.2200.2700.210
2019 (6)1730.0-0.150-0.2107.65-7.512.47-29.59-4.980-3.280-0.380-0.290-0.250
2018 (5)173-0.570.06-33.33-0.1208.27-5.2717.71-24.38-2.0301.21-34.95-0.1700.12-45.450.1-37.5
2017 (4)174-2.250.09-77.50.2717.398.73-15.2423.421.475.72-4.031.86-73.540.5-18.030.22-77.080.16-77.78
2016 (3)1780.00.40-2.440.2364.2910.3-2.8323.0828.295.96190.737.031.010.61177.270.9633.330.72-2.7
2015 (2)178-0.560.4100.14010.6-13.1117.9918.592.0506.9600.2200.7200.740
2014 (1)1790.0-0.650-0.10012.2-1.3715.170-0.500-9.490-0.060-1.060-1.160

免責聲明

本網站所有資料僅供參考，如使用者依本資料交易發生交易損失需自行負責，本網站對資料內容錯誤﹑更新延誤不負任何責任。