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)2162.862.860.1972.73111.110.2484.6200.5848.72114.815.8224.89218.0323.074.77-7.9411.7435.88199.497.4227.93-31.740.6870.0871.430.4170.83127.7810.1029.16-25.687.4227.93-31.74-6.616.7414.73
24Q2 (19)2100.00.00.11-59.26-31.250.13-55.17-35.00.3944.44116.674.66-38.11-9.1622.027.8416.948.64-23.47-2.815.80-27.86-12.250.4-52.94-13.040.24-57.89-29.417.82-26.0212.845.80-27.86-12.2563.5184.6691.47
24Q1 (18)2101.949.380.27228.572600.00.29238.1383.330.27440.02600.07.53165.14260.2920.42232.030.4911.29168.2278.368.04154.431001.370.85280.85553.850.57229.552750.010.57165.051087.648.04154.431001.37110.16-52.38119.05
23Q4 (17)206-1.914.44-0.21-333.33-625.0-0.210-950.00.05-81.48-50.02.8455.19246.346.15-75.46-77.7-16.55-522.19-157.39-14.77-235.88-282.12-0.47-771.43-840.0-0.44-344.44-728.57-16.25-219.57-313.25-14.77-235.88-282.12-4.57-188.54-50.00
23Q3 (16)2100.016.670.09-43.75200.00.00-100.000.2750.0350.01.83-64.33125.9325.0633.09-7.83.92-55.91406.2510.8764.4569.310.07-84.78800.00.18-47.06260.013.5996.1108.4410.8764.4569.3140.56728.1266.67
23Q2 (15)2109.3816.670.161500.0700.00.20233.3300.181700.0500.05.13145.45549.3718.83-7.33-31.58.8940.441098.886.61805.4841.540.46253.854700.00.341600.0750.06.93678.6542.36.61805.4841.54150.16712.50316.67
23Q1 (14)1926.676.670.01-75.00.00.06400.0700.00.01-90.00.02.09154.88158.0220.32-26.32-25.46.33198.44407.280.73-91.0-66.820.13360.0750.00.02-71.430.00.89-88.32-63.970.73-91.0-66.8278.05-20.84200.00
22Q4 (13)1800.00.00.0433.330.0-0.020-300.00.1066.6742.860.821.23-18.027.581.475.75-6.43-402.34-396.318.1126.326.71-0.05-400.0-350.00.0740.0-12.57.6216.8712.568.1126.326.711.8841.660.00
22Q3 (12)1800.00.00.0350.0200.0-0.00000.06100.0100.00.812.53-8.9927.18-1.13-1.45-1.28-43.82-346.156.4237.47187.89-0.010.000.0525.0150.06.5233.88258.246.4237.47187.890.0375.0050.00
22Q2 (11)1800.00.00.02100.00.0-0.00100.0-100.00.03200.050.00.79-2.47-14.1327.490.92-16.16-0.8956.8-116.364.67112.2754.13-0.0150.0-120.00.04100.033.334.8797.1759.154.67112.2754.13-10.7312.50-50.00
22Q1 (10)1800.00.00.01-75.00-0.01-200.000.01-85.7100.81-19.0-23.5827.244.457.8-2.06-194.93-520.412.20-71.05368.09-0.02-200.0-300.00.02-75.002.47-63.52126.612.20-71.05368.09-3.32112.50-100.00
21Q4 (9)1800.00.00.04300.000.010133.330.07133.33600.01.012.366.3826.08-5.44-18.682.17317.31127.167.60240.813023.080.020125.00.08300.006.77271.984935.717.60240.813023.084.55125.00-50.00
21Q3 (8)1800.00.00.01-50.000.00-100.0-100.00.0350.050.00.89-3.2612.6627.58-15.89-11.660.52-90.44-81.562.23-26.4385.90-100.0-100.00.02-33.33300.01.82-40.52336.362.23-26.4385.9-8.23-25.00-50.00
21Q2 (7)1800.00.00.02000.020100.00.0200.00.92-13.2121.0532.7929.76-6.265.441010.241.673.03544.68380.950.05400.066.670.03003.06180.733160.03.03544.68380.95-0.220.0050.00
21Q1 (6)1800.00.00.000-100.0-0.00100.000.00-100.0-100.01.0612.7711.5825.27-21.25.60.49106.13-69.750.47280.77-85.270.01112.5-50.000-100.01.09878.57-70.930.47280.77-85.2715.880.00-150.00
20Q4 (5)1800.0-2.170.000100.0-0.03-400.000.01-50.0120.00.9418.99-5.0532.072.728.71-7.99-383.33-3059.26-0.2666.6795.08-0.08-500.000100.0100.0-0.1481.8297.39-0.2666.6795.08--0.00
20Q3 (4)1800.00.00.0000.00.010.00.00.020.00.00.793.950.031.22-10.750.02.82-26.560.0-0.78-223.810.00.02-33.330.0-0.0100.0-0.77-670.00.0-0.78-223.810.0--0.00
20Q2 (3)1800.00.00.00-100.00.00.0100.00.020.00.00.76-20.00.034.9846.180.03.84137.040.00.63-80.250.00.0350.00.00-100.00.0-0.10-102.670.00.63-80.250.0--0.00
20Q1 (2)180-2.170.00.02166.670.00.0000.00.02140.00.00.95-4.040.023.93-18.880.01.62500.00.03.19160.420.00.0200.00.03160.00.03.75169.960.03.19160.420.0--0.00
19Q4 (1)1840.00.0-0.030.00.00.000.00.0-0.050.00.00.990.00.029.500.00.00.270.00.0-5.280.00.000.00.0-0.050.00.0-5.360.00.0-5.280.00.0--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)
2024/102.3132.59210.2220.33107.497.32N/A本月出貨量較大及112年3月起新增合併主體三江電機
2024/91.74-46.63545.7618.0299.035.821.21本月出貨量較大及112年3月起新增合併主體三江電機
2024/83.27302.811192.6416.2885.35.431.29本月出貨量較大及112年3月起新增合併主體三江電機
2024/70.81-39.87-37.7113.0152.483.561.97112年3月起新增合併主體三江電機
2024/61.35-3.650.0512.268.734.661.64112年3月起新增合併主體三江電機
2024/51.4-26.78-36.5610.8584.495.481.4112年3月起新增合併主體三江電機
2024/41.91-11.5321.299.45157.35.91.3112年3月起新增合併主體三江電機
2024/32.1618.6728.917.53259.757.530.93112年3月起新增合併主體三江電機
2024/21.82-48.63815.695.371189.926.251.12112年3月起新增合併主體三江電機
2024/13.55301.181532.663.551532.665.681.23新增三江電機營業收入
2023/120.88-28.91251.4911.93268.972.873.07本年度新增三江電機營業收入
2023/111.2466.91312.6511.04270.442.263.9本年度新增三江電機營業收入
2023/100.75176.0184.579.8265.691.276.95本年度新增三江電機營業收入
2023/90.276.814.149.05274.481.833.86本年度新增三江電機營業收入
2023/80.25-80.59-2.688.78306.962.92.43本年度新增三江電機營業收入
2023/71.3-3.42342.448.53349.344.861.45本年度新增三江電機營業收入
2023/61.35-38.91492.277.23350.65.131.12本年度新增三江電機營業收入
2023/52.2139.98775.225.88327.165.461.05本年度新增三江電機營業收入
2023/41.58-5.97401.03.67226.63.451.66本年度新增三江電機營業收入
2023/31.68742.92470.252.09158.752.093.09新增三江電機營業收入
2023/20.2-8.41-3.610.42-19.160.679.69-
2023/10.22-13.28-29.570.22-29.570.778.4-
2022/120.25-16.88-37.13.23-16.520.810.81-
2022/110.315.1-4.592.98-14.180.820.8-
2022/100.261.01-2.372.68-15.140.780.85-
2022/90.26-0.19-10.412.42-16.330.810.95-
2022/80.26-11.75-12.362.16-16.990.780.98-
2022/70.2929.28-10.071.9-17.580.770.99-
2022/60.23-9.73-21.911.6-18.830.791.13-
2022/50.25-19.86-23.141.38-18.290.861.04-
2022/40.317.015.771.12-17.120.821.1-
2022/30.2942.47-32.130.81-23.560.810.9-
2022/20.21-33.08-12.510.52-17.610.910.8-
2022/10.31-22.56-20.710.31-20.711.020.71-
2021/120.426.094.333.8712.710.980.77-
2021/110.3217.7715.553.4713.760.870.87-
2021/100.27-7.3-6.23.1613.590.850.89-
2021/90.29-2.374.912.8915.860.910.91-
2021/80.3-9.4333.252.617.220.920.91-
2021/70.3312.2411.522.315.430.950.88-
2021/60.29-11.1429.451.9816.110.920.96-
2021/50.3310.2833.661.6814.071.060.83-
2021/40.3-31.344.471.3610.160.970.91-
2021/30.4383.6716.721.0611.881.060.73-
2021/20.24-39.35-8.510.638.751.010.76-
2021/10.391.922.80.3922.81.040.74-
2020/120.3839.6569.963.44-10.970.940.66本月增69.96%,主要是外銷增加
2020/110.27-4.4-26.93.05-15.970.840.74-
2020/100.293.68-26.212.78-14.720.780.79-
2020/90.2824.0-4.682.49-13.170.790.92-
2020/80.22-24.2-23.42.22-14.120.740.98-
2020/70.2930.29-15.162.0-12.940.760.95-
2020/60.23-8.25-17.171.7-12.550.760.97-
2020/50.25-13.8-37.391.48-11.80.90.81-
2020/40.28-23.29-34.781.23-3.970.910.8-
2020/30.3743.9511.430.9511.950.950.71-
2020/20.26-18.5829.540.5712.280.80.84-
2020/10.3241.031.30.321.30.920.73-
2019/120.22-39.94-11.773.86-7.840.0N/A-
2019/110.37-3.57.783.63-7.590.0N/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)20614.440.05-50.00.06011.89268.1117.03-37.781.6001.13-78.920.1900.16-5.880.1-41.18
2022 (9)1800.00.1042.86-0.0403.23-16.5427.37-1.51-2.6805.3660.96-0.0900.1741.670.1730.77
2021 (8)1800.00.07600.00.0403.8712.8327.79-8.192.1103.33332.470.0800.12300.00.13333.33
2020 (7)180-2.170.010-0.0003.43-11.1430.2723.05-0.2500.770-0.0100.0300.030
2019 (6)1842.22-0.050-0.0503.86-7.8824.60-1.52-3.280-2.800-0.130-0.110-0.10
2018 (5)18036.36-0.1800.04-75.04.194.2324.98-22.710.30-96.75-10.0400.01-97.3-0.410-0.330
2017 (4)132-29.41-2.1600.1604.02-6.5132.3230.89.240-70.4900.370-2.810-2.840
2016 (3)1870.00.950-0.1204.3-39.0124.71149.34-2.31041.290-0.101.9301.770
2015 (2)1870.0-2.340-1.8307.05-24.369.91186.42-4.350-62.170-0.310-0.730-4.380
2014 (1)1870.0-0.220-1.3709.32-44.493.460-6.860-4.400-0.6401.91324.44-0.410

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