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)390-0.26-0.260.52-27.78-56.30.26550.0-75.71.6147.71-44.48106.947.272.8316.61-7.36-23.421.01152.5-77.81.84-24.9-54.571.08170.0-77.172.03-28.01-56.531.97-36.25-60.911.84-24.9-54.578.2933.41245.00
24Q2 (19)3910.00.00.7294.59-31.430.04-60.0-88.241.09194.59-35.8899.699.313.4917.931.82-14.290.40229.03-80.12.451631.25-35.530.4242.86-79.382.8297.2-31.553.09276.83-37.322.451631.25-35.530.7725.33-67.18
24Q1 (18)3910.00.00.37-43.94-43.080.10-74.3611.110.37-89.61-43.0891.2-7.77-4.7117.61-12.865.13-0.31-115.35-146.27-0.16-107.14-107.92-0.28-114.0-143.751.43-45.0-43.480.82-73.8-71.92-0.16-107.14-107.92-6.34-44.24-68.95
23Q4 (17)3910.00.00.66-44.54-30.530.39-63.55-41.793.5622.76-40.9698.88-4.92-11.4920.21-6.822.482.02-55.6-38.792.24-44.69-25.082.0-57.72-45.652.6-44.33-30.113.13-37.9-26.72.24-44.69-25.081.52-15.6175.58
23Q3 (16)3910.00.01.1913.33-33.151.07214.71-12.32.9070.59-42.91104.07.96-19.421.693.684.084.55126.37-24.044.056.58-30.054.73143.81-38.894.6713.35-33.05.042.23-34.634.056.58-30.054.3037.44246.25
23Q2 (15)3910.00.01.0561.54-49.280.34277.78-69.641.70161.54-48.4896.330.65-23.3720.9224.93.262.01200.0-63.123.8088.12-43.21.94203.12-71.684.1262.85-49.24.9368.84-41.453.8088.12-43.2-6.8314.9895.60
23Q1 (14)3910.00.00.65-31.58-46.720.09-86.57-78.050.65-89.22-46.7295.71-14.32-27.1516.75-15.069.190.67-79.7-72.872.02-32.44-45.990.64-82.61-80.252.53-31.99-47.182.92-31.62-40.292.02-32.44-45.99-13.87-39.11-65.82
22Q4 (13)3910.0-1.510.95-46.63-28.570.67-45.08-23.866.0318.717.77111.71-13.42-26.0919.72-5.3715.463.30-44.91-12.02.99-48.36-15.543.68-52.45-34.983.72-46.63-29.414.27-44.62-13.742.99-48.36-15.54-5.39-30.32-18.07
22Q3 (12)3910.00.01.78-14.0121.921.228.9341.865.0853.9434.75129.032.64-1.120.842.8615.975.999.9126.915.79-13.4528.387.7412.9925.656.97-14.0622.57.71-8.4318.435.79-13.4528.38-0.8427.8391.05
22Q2 (11)3910.00.02.0769.6747.861.12173.1793.13.30170.4942.24125.71-4.327.9120.2632.079.875.45120.6564.656.6978.8841.146.85111.4277.468.1169.3147.998.4272.1938.946.6978.8841.14-8.7030.7059.88
22Q1 (10)391-1.51-6.011.22-8.2731.180.41-53.41920.01.22-76.1731.18131.38-13.0831.0815.34-10.19-7.22.47-34.13216.673.745.653.033.24-42.76315.384.79-9.1124.094.89-1.211.663.745.653.031.39-8.59-25.54
21Q4 (9)3971.53-8.531.33-8.938.540.882.33151.435.1235.8142.62151.1515.8631.517.08-4.95-2.43.75-20.55107.183.54-21.518.265.66-8.12172.125.27-7.3826.084.95-23.9616.23.54-21.518.2613.92-2.3125.30
21Q3 (8)3910.0-9.911.464.298.150.8648.2848.283.7762.543.35130.4611.989.2517.97-2.551.934.7242.658.924.51-4.85-2.596.1659.5974.015.693.83-2.746.517.439.054.51-4.85-2.5914.1127.41654.14
21Q2 (7)391-6.01-9.911.4050.5410.240.581260.0-6.452.32149.4681.25116.516.239.5418.4411.55-0.273.31324.369.974.7430.58-4.053.86394.8720.625.4841.97-0.726.0625.992.024.7430.58-4.051.7123.71572.86
21Q1 (6)416-4.15-4.150.93-3.129200.0-0.05-114.2989.580.93-74.099200.0100.23-12.819.7616.53-5.544.490.78-56.91134.513.6311.01618.570.78-62.5141.273.86-7.667620.04.8112.9148000.03.6311.01618.57-8.27-16.00-76.97
20Q4 (5)4340.00.00.96-28.896.670.35-39.66-53.953.5936.535.47114.94-3.74-12.1517.50-0.74-4.111.81-39.06-41.613.27-29.3719.782.08-41.24-48.644.18-28.556.914.26-28.6410.943.27-29.3719.78--0.00
20Q3 (4)4340.00.01.356.30.00.58-6.450.02.63105.470.0119.4112.280.017.63-4.650.02.97-1.330.04.63-6.280.03.5410.620.05.855.980.05.970.510.04.63-6.280.0--0.00
20Q2 (3)4340.00.01.2712600.00.00.62229.170.01.2812700.00.0106.3527.080.018.4916.880.03.01233.190.04.94805.710.03.2269.310.05.5210940.00.05.9459300.00.04.94805.710.0--0.00
20Q1 (2)4340.00.00.01-98.890.0-0.48-163.160.00.01-99.620.083.69-36.040.015.82-13.320.0-2.26-172.90.0-0.70-125.640.0-1.89-146.670.00.05-98.720.00.01-99.740.0-0.70-125.640.0--0.00
19Q4 (1)4340.00.00.900.00.00.760.00.02.650.00.0130.840.00.018.250.00.03.100.00.02.730.00.04.050.00.03.910.00.03.840.00.02.730.00.0--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)
2024/1132.197.53-2.79359.94-0.4796.47N/A-
2024/1029.93-12.86-7.9327.75-0.23100.56N/A-
2024/934.35-5.3-3.31297.820.6106.940.66-
2024/836.27-0.15.28263.471.13107.460.66-
2024/736.314.136.75227.190.5103.790.68-
2024/634.876.941.46190.88-0.699.690.69-
2024/532.611.252.69156.01-1.0596.710.71-
2024/432.20.976.6123.4-1.9991.510.75-
2024/331.916.38-11.291.2-4.7191.20.82-
2024/227.41-14.07-12.4559.3-0.8192.570.8-
2024/131.9-4.1111.9731.911.9798.280.76-
2023/1233.270.45-3.26394.92-20.6798.880.87-
2023/1133.111.89-11.96361.65-21.96101.140.85-
2023/1032.5-8.52-18.15328.54-22.84102.480.84-
2023/935.533.12-24.33296.04-23.33104.00.76-
2023/834.451.28-15.16260.51-23.19102.840.77-
2023/734.02-1.02-17.96226.05-24.28100.140.79-
2023/634.378.23-34.28192.04-25.396.330.84-
2023/531.755.11-26.77157.67-23.097.880.83-
2023/430.21-15.890.55125.92-21.9997.430.84-
2023/335.9214.73-23.3695.71-27.1595.710.92-
2023/231.39.9-21.9859.79-29.2594.180.93-
2023/128.48-17.16-35.8128.48-35.81100.490.87-
2022/1234.39-8.58-35.05497.83-0.1111.710.93-
2022/1137.62-5.26-26.13463.444.05124.280.84-
2022/1039.71-15.42-16.0425.837.95127.280.82-
2022/946.9515.6-3.94386.1211.21129.030.85-
2022/840.61-2.04-1.83339.1713.69134.380.82-
2022/741.46-20.723.13298.5516.19137.130.8-
2022/652.320.625.3257.0918.62125.711.1-
2022/543.3744.3416.52204.7917.02120.281.15-
2022/430.04-35.9-19.96161.4217.16117.041.18-
2022/346.8716.821.34131.3831.07131.380.91-
2022/240.13-9.5839.9284.5137.17137.450.87-
2022/144.38-16.1734.7744.3834.77148.250.81-
2021/1252.943.9636.2498.3317.42151.150.62-
2021/1150.937.7234.76445.3915.53147.090.63-
2021/1047.28-3.2823.5394.4613.44137.530.68-
2021/948.8818.1412.82347.1912.19130.460.67-
2021/841.372.916.1298.3112.09123.320.71-
2021/740.2-3.688.39256.9313.12119.160.73-
2021/641.7412.1510.86216.7314.04116.50.53-
2021/537.22-0.854.48174.9914.82113.380.55-
2021/437.54-2.8113.45137.7717.98104.840.59-
2021/338.6334.6820.58100.2319.77100.230.57-
2021/228.68-12.956.0461.6119.26100.480.57合併營收較去年同期增加56.05%,主係去年同期受到疫情造成產能、供應鏈及客戶復工延遲影響致營收大幅下降所致。
2021/132.93-15.28-1.0432.93-1.04109.590.53-
2020/1238.872.86-6.62424.38-12.87114.940.43-
2020/1137.79-1.27-13.41385.51-13.46119.390.41-
2020/1038.28-11.64-16.0347.72-13.46120.590.41-
2020/943.3211.11-1.27309.45-13.14119.410.49-
2020/838.995.13-12.22266.12-14.8113.730.52-
2020/737.09-1.48-10.83227.13-15.23110.360.53-
2020/637.655.69-5.9190.04-16.04106.350.49-
2020/535.627.65-6.48152.39-18.22100.740.52-
2020/433.093.29-6.86116.77-21.2483.50.62-
2020/332.0374.28-21.8383.69-25.7783.690.68-
2020/218.38-44.77-39.6351.66-28.0193.280.61-
2020/133.28-20.06-19.4433.28-19.440.0N/A-
2019/1241.63-4.62-10.92487.11-12.50.0N/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)3910.03.53-40.371.88-45.19394.92-20.6719.934.952.36-45.373.04-37.329.31-56.7215.88-49.9513.92-40.99
2022 (9)391-1.515.9217.03.4349.78497.83-0.118.998.394.3230.914.8518.5821.5130.6831.7313.9323.5916.09
2021 (8)397-8.535.0642.942.29116.04498.3317.4317.520.43.30102.454.0924.3216.46137.8627.8551.6120.3230.26
2020 (7)4340.03.5435.111.06-36.53424.38-12.8817.45-3.481.63-34.013.2938.246.92-42.3818.377.9315.635.3
2019 (6)4340.02.62-42.541.67-55.23487.11-12.5118.08-2.952.47-40.192.38-37.712.01-47.8317.02-40.6311.53-42.92
2018 (5)4340.04.5615.443.7315.48556.734.8418.638.824.1326.693.8219.023.0232.9928.6729.0320.215.36
2017 (4)434-11.613.950.773.23-1.22531.05-6.9317.122.453.26-5.783.210.3117.31-12.2222.22-16.517.51-10.89
2016 (3)491-9.583.9214.623.274.14570.58-16.2916.7121.353.4616.893.2011.519.72-2.1826.61-1.3319.653.15
2015 (2)543-14.763.42-22.273.14-45.96681.6-16.0413.77-1.082.96-29.362.87-22.4320.16-40.7826.97-32.2219.05-32.95
2014 (1)637-12.024.4064.795.8134.49811.7811.5913.9204.1903.70034.0430.9739.7939.3728.4146.52

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