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)192-1.54-1.540.13-31.58116.670.14-17.651500.00.4936.11716.675.5221.5978.6412.89-17.1146.317.65-15.66906.584.53-45.1615.560.422.442000.00.25-34.21108.337.26-29.7248.164.53-45.1615.5613.22-6.4112.01
24Q2 (19)1950.00.00.1918.752000.00.1741.67666.670.36125.004.544.8583.0615.5516.39106.789.0726.15477.928.2611.471186.840.4132.26783.330.3818.752000.010.3311.561187.378.2611.471186.847.2392.7110.84
24Q1 (18)1950.00.00.16166.671500.00.12-20.0300.00.1623.081500.04.339.6254.6413.36-8.2436.197.19-9.79346.587.41135.24803.660.310.0520.00.32166.671500.09.26135.621469.497.41135.24803.6618.7283.33790.00
23Q4 (17)1950.00.00.060.0200.00.151600.0275.00.13116.67-69.773.9527.8315.8414.5665.2745.027.97948.68259.013.15-19.64257.950.311450.0287.50.120.0300.03.93-19.8257.273.15-19.64257.9526.21350.00833.34
23Q3 (16)1950.00.00.06700.0-45.45-0.0166.67-150.00.060-85.713.0924.68.428.8117.15-30.080.76131.67-75.563.92615.79-48.420.02133.33-77.780.12700.0-45.454.90615.79-48.483.92615.79-48.426.59250.00-66.66
23Q2 (15)1950.00.0-0.01-200.0-105.56-0.03-200.0-127.270.00-100.0-100.02.48-11.43-33.157.52-23.34-51.86-2.40-249.07-130.23-0.76-192.68-107.84-0.06-220.0-120.69-0.02-200.0-105.56-0.95-261.02-107.84-0.76-192.68-107.84-14.66-125.00-112.50
23Q1 (14)1950.00.00.01-50.0-91.670.03-25.0-62.50.01-97.67-91.672.8-17.89-17.169.81-2.29-33.581.61-27.48-73.610.82-6.82-88.290.05-37.5-76.190.02-33.33-91.670.59-46.36-93.170.82-6.82-88.290.88-65.9137.50
22Q4 (13)1950.00.00.02-81.82-60.00.04100.00.00.432.3859.263.4119.656.2310.04-20.32-11.462.22-28.62-32.520.88-88.42-72.840.08-11.11-27.270.03-86.36-70.01.10-88.43-72.360.88-88.42-72.84-1.77-60.359.09
22Q3 (12)1950.00.00.11-38.8957.140.02-81.82-66.670.4235.4890.912.85-23.18-19.2612.60-19.33-2.253.11-60.83-29.87.60-21.5789.530.09-68.97-43.750.22-38.8957.149.51-21.4789.447.60-21.5789.53-6.715.55-22.16
22Q2 (11)1950.00.00.1850.0200.00.1137.522.220.31158.33106.673.719.763.3415.625.7517.447.9430.1635.039.6938.43190.120.2938.138.10.3650.0200.012.1140.16189.719.6938.43190.127.5395.0068.75
22Q1 (10)1950.00.00.12140.050.00.08100.0-20.00.12-55.5650.03.385.3-8.8914.7730.256.036.1085.41-4.987.00116.0558.370.2190.91-12.50.24140.050.08.64117.0956.527.00116.0558.37-1.8955.7233.34
21Q4 (9)1950.00.00.05-28.57-28.570.04-33.33-66.670.2722.73-44.93.21-9.07-15.9711.34-12.023.373.29-25.73-26.073.24-19.2-8.220.11-31.25-35.290.1-28.57-23.083.98-20.72158.443.24-19.2-8.22-5.37-5.95-33.33
21Q3 (8)1950.00.00.0716.67-53.330.06-33.33-62.50.2246.67-47.623.53-1.67-0.8412.89-3.08-6.664.43-24.66-40.934.0120.06-49.50.16-23.81-40.740.1416.67-50.05.0220.1-25.524.0120.06-49.5-2.45-4.16-21.66
21Q2 (7)1950.04.840.06-25.0-57.140.09-10.0-47.060.1587.5-46.433.59-3.23-1.113.30-4.52-5.05.88-8.41-21.813.34-24.43-53.350.21-12.5-22.220.12-25.0-53.854.18-24.28-28.33.34-24.43-53.35-3.05-5.36-13.34
21Q1 (6)1950.00.00.0814.29-42.860.10-16.670.00.08-83.67-42.863.71-2.886.313.9326.9820.826.4244.2738.964.4225.21-44.820.2441.1850.00.1623.08-42.865.52258.44-18.464.4225.21-44.822.21-19.52-20.84
20Q4 (5)1950.00.00.07-53.33-36.360.12-25.0-36.840.4916.67-15.523.827.30.010.97-20.56-15.034.45-40.67-30.253.53-55.54-38.720.17-37.04-29.170.13-53.57-40.911.54-77.15-36.13.53-55.54-38.72--0.00
20Q3 (4)1954.840.00.157.140.00.16-5.880.00.4250.00.03.56-1.930.013.81-1.360.07.50-0.270.07.9410.890.00.270.00.00.287.690.06.7415.610.07.9410.890.0--0.00
20Q2 (3)186-4.620.00.140.00.00.1770.00.00.28100.00.03.634.010.014.0021.420.07.5262.770.07.16-10.610.00.2768.750.00.26-7.140.05.83-13.880.07.16-10.610.0--0.00
20Q1 (2)1950.00.00.1427.270.00.10-47.370.00.14-75.860.03.49-8.640.011.53-10.690.04.62-27.590.08.0139.060.00.16-33.330.00.2827.270.06.77180.910.08.0139.060.0--0.00
19Q4 (1)1950.00.00.110.00.00.190.00.00.580.00.03.820.00.012.910.00.06.380.00.05.760.00.00.240.00.00.220.00.02.410.00.05.760.00.0--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)
2024/101.79-1.4241.0816.1767.665.56N/A本期因產品組合優化,致營收增加。
2024/91.81-7.3755.5714.3871.685.520.83本期因產品組合優化,致營收增加。
2024/81.9612.2577.1612.5774.285.220.88本期因產品組合優化,致營收增加。
2024/71.7414.63112.9910.6173.764.790.96去年同期受國際情勢及市場需要疲弱等因素影響,致營收基期較低;及本期因產品組合優化,致營收增加。
2024/61.52-0.0883.728.8667.694.541.09去年同期受國際情勢及市場需要疲弱等因素影響,致營收基期較低;及本期因產品組合優化,致營收增加。
2024/51.521.9474.367.3464.714.731.04去年同期受國際情勢及市場需要疲弱等因素影響,致營收基期較低;及本期因產品組合優化,致營收增加。
2024/41.49-12.8791.05.8262.364.491.1去年同期受國際情勢及市場需要疲弱等因素影響,致營收基期較低;及本期因產品組合優化,致營收增加。
2024/31.7133.36138.384.3354.374.331.14去年同期受國際情勢及市場需要疲弱等因素影響,致營收基期較低;及本期因產品組合優化,致營收增加。
2024/21.29-3.1229.892.6125.374.01.23-
2024/11.33-4.3721.281.3321.284.011.23-
2023/121.397.4711.1412.32-7.73.951.27-
2023/111.291.916.8110.93-9.643.721.35-
2023/101.278.719.939.64-12.33.541.42-
2023/91.175.4716.328.38-15.733.091.59-
2023/81.1134.9617.897.21-19.322.751.78-
2023/70.82-1.12-10.266.11-23.682.521.94-
2023/60.83-5.16-25.435.29-25.412.481.95-
2023/50.8711.66-31.934.46-25.412.372.04-
2023/40.788.73-40.453.58-23.622.491.94-
2023/30.72-27.32-39.282.8-17.092.81.58-
2023/20.99-9.54-12.482.08-5.123.331.33-
2023/11.09-12.362.681.092.683.451.28-
2022/121.2512.9517.3913.35-4.913.411.16-
2022/111.114.62-2.1412.1-6.733.161.25-
2022/101.065.424.0611.0-7.173.01.33-
2022/91.06.9-10.919.94-8.232.851.52-
2022/80.942.71-23.248.94-7.922.961.46-
2022/70.91-17.84-23.178.0-5.713.311.31-
2022/61.11-13.43-5.597.09-2.873.711.02-
2022/51.28-2.3110.695.98-2.343.781.0-
2022/41.3110.874.834.69-5.393.631.04-
2022/31.184.75-13.113.38-8.853.381.08-
2022/21.136.13-4.792.2-6.373.261.12-
2022/11.070.17-7.991.07-7.993.261.12-
2021/121.06-5.84-24.5514.04-3.183.211.05-
2021/111.1311.26-1.6812.98-0.883.271.03-
2021/101.02-9.75-19.2911.85-0.83.361.01-
2021/91.12-7.88-13.7110.831.363.530.87-
2021/81.222.810.029.713.463.590.85-
2021/71.190.963.548.492.583.520.87-
2021/61.181.51.87.32.423.590.81-
2021/51.16-7.481.396.122.543.780.77-
2021/41.25-8.1-6.214.962.823.80.77-
2021/31.3614.788.63.716.283.710.74-
2021/21.192.579.322.354.983.760.73-
2021/11.16-17.850.861.160.863.720.73-
2020/121.4122.721.1514.5-1.993.820.76-
2020/111.15-8.65-13.9713.09-3.973.710.78-
2020/101.26-3.51-4.8711.94-2.883.670.79-
2020/91.317.45-1.510.68-2.653.561.02-
2020/81.11-3.24-16.769.38-2.83.411.06-
2020/71.15-0.73-14.738.27-0.573.451.05-
2020/61.161.092.47.122.163.630.93-
2020/51.14-14.42-2.945.972.113.730.9-
2020/41.346.4110.274.833.393.680.92-
2020/31.2615.5512.333.490.973.491.0-
2020/21.09-5.36-1.352.23-4.453.41.03-
2020/11.15-1.33-7.21.15-7.23.650.96-
2019/121.16-12.87-0.6614.8-8.990.0N/A-
2019/111.341.015.3613.63-9.630.0N/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)1950.00.13-69.770.14-41.6712.32-7.7210.62-20.332.62-47.392.02-67.990.32-52.240.3-71.430.25-70.24
2022 (9)1950.00.4359.260.24-20.013.35-4.9113.333.254.98-1.786.3167.370.67-5.631.0559.090.8458.49
2021 (8)1950.00.27-44.90.30-46.4314.04-3.1712.912.795.07-15.643.77-42.880.71-18.390.66-12.00.53-44.79
2020 (7)1950.00.49-15.520.56-9.6814.5-2.0312.56-7.996.01-15.716.60-14.170.87-17.920.75-25.740.96-15.79
2019 (6)1950.00.58-32.560.62-20.5114.8-8.9813.65-11.827.13-23.097.69-25.561.06-29.81.01-40.241.14-32.14
2018 (5)1950.00.8636.510.785.4116.264.7715.483.29.270.4310.3331.091.515.591.6937.41.6837.7
2017 (4)1950.00.63600.00.74957.1415.5230.8615.0089.639.23739.097.88436.051.431000.01.23623.531.22617.65
2016 (3)1950.00.0900.07011.8625.117.9101.1001.4700.1300.1700.170
2015 (2)1950.0-0.400-0.4709.48-7.33-2.290-9.430-8.160-0.890-0.750-0.770
2014 (1)1950.0-0.600-0.67010.23-12.04-5.830-12.590-11.350-1.290-1.170-1.160

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