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)143-0.69-0.690.571325.0235.29-0.0625.0-185.710.66560.0135.713.685.75-1.3417.3038.18-18.78-0.3882.88-106.6422.141103.26228.97-0.0187.5-104.760.821266.67228.024.06811.36144.0222.141103.26228.9711.27645.8412.50
24Q2 (19)1440.00.00.04-33.33-63.64-0.080.061.90.1066.67-9.093.4816.784.8212.52-13.8914.03-2.22-23.3370.561.84-31.34-62.53-0.08-60.068.00.06-25.0-62.52.64-47.31-58.161.84-31.34-62.533.8246.3830.00
24Q1 (18)1440.00.00.06126.090-0.0860.0-500.00.0620.002.98-9.15-20.5314.54-12.3611.59-1.8068.59-297.82.68126.5313500.0-0.0573.68-266.670.08124.2405.01173.1412425.02.68126.5313500.0-10.61-54.60-162.85
23Q4 (17)1440.00.0-0.23-235.29-483.33-0.20-385.71-200.00.05-82.14-95.583.28-12.06-38.8116.59-22.11-22.15-5.73-200.17-193.02-10.10-250.07-687.21-0.19-190.48-157.58-0.33-232.0-466.67-6.85-169.47-353.7-10.10-250.07-687.210.14-90.37-126.19
23Q3 (16)1440.00.00.1754.55-65.310.07133.33250.00.28154.55-74.073.7312.35-35.3621.3093.999.465.72175.86-20.896.7337.07-44.470.21184.0-50.00.2556.25-64.299.8656.26-47.666.7337.07-44.470.4427.27-508.33
23Q2 (15)1440.00.00.110-78.43-0.21-1150.0-310.00.110-81.363.32-11.47-37.9410.98-15.73-43.11-7.54-928.57-185.884.9124650.0-65.2-0.25-933.33-153.190.160-78.386.3115675.0-68.294.9124650.0-65.2-20.75-50.00-620.00
23Q1 (14)1440.00.00.00-100.0-100.00.02-90.0115.380.00-100.0-100.03.75-30.04-10.7113.03-38.8587.210.91-85.23125.56-0.02-101.16-100.830.03-90.91120.00-100.0-100.00.04-98.52-98.84-0.02-101.16-100.83-18.57-93.88405.00
22Q4 (13)1440.00.00.06-87.76118.180.20900.0217.651.134.63282.265.36-7.1125.8221.319.51158.936.16-14.8165.61.72-85.81114.040.33-21.43182.50.09-87.14119.152.70-85.67118.71.72-85.81114.040.37-45.84410.00
22Q3 (12)1440.00.00.49-3.921325.00.02-80.0125.01.0883.05472.415.777.8527.0919.460.8373.917.23-17.65298.6312.12-14.1643.50.42-10.64347.060.7-5.411266.6718.84-5.33824.6212.12-14.1643.517.61312.3348.46
22Q2 (11)1440.00.00.51628.57342.860.10176.92200.00.59742.86336.05.3527.3828.6119.30177.3111.868.78346.63273.8614.11483.06286.150.47413.33323.810.74572.73346.6719.90478.49323.3414.11483.06286.1512.98374.89100.22
22Q1 (10)1440.00.00.07121.21275.0-0.1323.530.00.07111.29275.04.2-1.4114.136.96-15.43-19.82-3.5662.0931.932.42119.76234.44-0.1562.521.050.11123.4320.03.44123.82345.712.42119.76234.44-3.79-301.89-44.48
21Q4 (9)1440.00.0-0.33-725.017.5-0.17-112.515.0-0.62-113.79-138.464.26-6.1722.418.23-26.45117.15-9.39-157.9746.19-12.25-449.3330.75-0.4-135.2934.43-0.47-683.3318.97-14.44-455.3844.31-12.25-449.3330.751.48-322.02-46.25
21Q3 (8)1440.00.0-0.0480.95-144.44-0.0820.0-153.33-0.29-16.0-307.144.549.1312.9411.1922.83-45.63-3.6427.92-154.25-2.2370.58-152.84-0.1719.05-162.96-0.0680.0-146.15-2.6070.82-157.91-2.2370.58-152.8411.09-172.0321.54
21Q2 (7)1440.0-1.37-0.21-425.0-180.77-0.1023.08-433.33-0.25-525.0-600.04.1613.04-14.589.114.95-56.91-5.053.44-150.3-7.58-321.11-172.61-0.21-10.53-142.86-0.3-500.0-178.95-8.91-536.43-152.54-7.58-321.11-172.619.39-167.5029.04
21Q1 (6)1440.00.0-0.0490.080.95-0.1335.0-160.0-0.0484.6280.953.685.7525.178.68129.0239.55-5.2370.0347.7-1.8089.8289.39-0.1968.8534.48-0.0591.3883.33-1.4094.692.2-1.8089.8289.39-3.84-227.22-99.17
20Q4 (5)1440.00.0-0.40-544.44-263.64-0.20-233.33-185.71-0.26-285.71-62.53.48-13.43-6.453.79-81.58-72.52-17.45-360.06-293.91-17.69-519.19-287.94-0.61-325.93-281.25-0.58-546.15-262.5-25.93-677.51-323.69-17.69-519.19-287.94--0.00
20Q3 (4)144-1.370.00.09-65.380.00.15400.00.00.14180.00.04.02-17.450.020.58-2.650.06.71-33.170.04.22-59.580.00.27-44.90.00.13-65.790.04.49-73.530.04.22-59.580.0--0.00
20Q2 (3)1461.390.00.26223.810.00.03160.00.00.05123.810.04.8765.650.021.14239.870.010.04200.40.010.44161.560.00.49268.970.00.38226.670.016.96194.430.010.44161.560.0--0.00
20Q1 (2)1440.00.0-0.21-90.910.0-0.0528.570.0-0.21-31.250.02.94-20.970.06.22-54.890.0-10.00-125.730.0-16.96-271.930.0-0.29-81.250.0-0.3-87.50.0-17.96-193.460.0-16.96-271.930.0--0.00
19Q4 (1)1440.00.0-0.110.00.0-0.070.00.0-0.160.00.03.720.00.013.790.00.0-4.430.00.0-4.560.00.0-0.160.00.0-0.160.00.0-6.120.00.0-4.560.00.0--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)
2024/101.3914.9733.3811.47-3.083.78N/A-
2024/91.212.5-0.3410.08-6.613.680.44-
2024/81.18-8.18-7.588.87-7.43.750.43-
2024/71.290.255.037.69-7.373.650.44-
2024/61.2818.3311.266.4-9.523.490.48-
2024/51.08-3.22-6.865.12-13.573.210.53-
2024/41.1211.699.634.04-15.22.90.58-
2024/31.029.65-17.752.92-21.992.920.59-
2024/20.77-32.08-35.541.91-24.053.160.55-
2024/11.14-8.43-13.591.14-13.593.360.51-
2023/121.2427.16-17.4114.06-32.133.270.55-
2023/110.98-6.24-50.8112.81-33.293.240.55去年同期係因疫情後客戶端較以往有備料需求大幅拉貨,而本期無此情形使營收大幅下滑。
2023/101.04-14.09-43.6511.84-31.263.540.5-
2023/91.21-4.94-36.5310.79-29.773.720.51-
2023/81.284.34-38.599.58-28.813.660.52-
2023/71.226.2-32.558.3-27.023.540.53-
2023/61.15-0.95-44.927.08-25.973.340.67-
2023/51.1613.92-34.825.92-20.653.410.66-
2023/41.02-16.2-30.924.76-16.23.440.65-
2023/31.221.6-23.953.74-11.013.740.74-
2023/21.2-8.9614.022.52-3.024.020.68-
2023/11.32-12.48-14.641.32-14.644.810.57-
2022/121.51-24.250.1820.7224.585.350.59-
2022/111.997.3839.3719.2127.015.750.55-
2022/101.85-3.2437.1617.2225.725.850.54-
2022/91.91-8.0118.715.3724.475.810.58-
2022/82.0814.5935.3313.4625.335.990.56-
2022/71.82-13.2730.711.3823.665.70.59-
2022/62.0917.2146.279.5622.415.360.62-
2022/51.7920.7330.967.4717.064.870.68-
2022/41.48-7.749.025.6813.284.140.8-
2022/31.652.343.734.214.864.20.83-
2022/21.05-31.8420.272.623.014.10.85-
2022/11.542.7224.951.5424.954.470.78-
2021/121.55.3613.3316.638.874.280.87-
2021/111.435.6842.9115.128.454.390.85-
2021/101.35-16.2621.4913.75.794.50.83-
2021/91.614.8613.0712.354.314.540.75-
2021/81.5410.6732.9710.743.114.360.78-
2021/71.39-2.94-2.179.2-0.614.180.81-
2021/61.434.94-2.767.81-0.324.150.69-
2021/51.360.51-20.136.380.234.270.67-
2021/41.36-12.22-19.625.017.73.780.76-
2021/31.5576.6326.093.6623.253.660.65-
2021/20.88-29.1933.52.1121.253.440.69-
2021/11.24-6.8313.851.2413.853.560.67-
2020/121.3332.878.2315.279.053.440.64-
2020/111.0-10.15-27.713.959.133.540.62-
2020/101.11-22.07-0.812.9513.593.690.6-
2020/91.4323.32-2.011.8415.174.00.52-
2020/81.16-18.58-22.4610.4118.04.050.51-
2020/71.42-3.5227.989.2526.234.60.45-
2020/61.47-13.857.967.8325.924.870.39本月營收較去年同期營收成長,因去年同期客戶產品交替過渡期使營收下降,本期訂單陸續回穩所致。
2020/51.711.1532.556.3620.284.620.41-
2020/41.6937.7182.824.6516.333.570.53本月合併營收較去年同期增加,係因子公司(常州振揚)2-3月受疫情影響減緩出貨,4月疫情緩解客戶需求訂單增加使合併營收上升
2020/31.2387.0129.062.97-3.612.970.62-
2020/20.66-39.61-3.181.74-18.192.970.62-
2020/11.09-11.43-25.191.09-25.193.690.5-
2019/121.23-11.24-11.414.0-23.410.0N/A-
2019/111.3823.28-32.2712.78-24.40.0N/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)1440.00.05-95.58-0.33014.08-31.9115.56-10.37-1.3600.58-92.72-0.1900.35-85.660.07-95.71
2022 (9)1440.01.1300.18020.6824.2817.3685.475.1607.9701.0702.4401.630
2021 (8)1440.0-0.620-0.49016.648.699.36-34.04-5.820-6.040-0.970-1.160-0.890
2020 (7)1440.0-0.260-0.07015.319.6714.19-0.7-0.930-2.840-0.140-0.420-0.380
2019 (6)1440.0-0.160-0.31013.96-23.6314.29-28.34-2.300-1.600-0.320-0.110-0.230
2018 (5)1440.00.96860.00.480.018.2810.5919.9415.267.7554.697.23469.291.4271.082.11653.571.38885.71
2017 (4)1440.00.10-92.060.48-54.7216.53-5.1617.30-24.265.01-55.191.27-87.680.83-57.440.28-87.560.14-92.27
2016 (3)1440.01.2665.791.0621.8417.437.9322.8416.6511.1839.2310.31109.981.9550.02.2595.651.8166.06
2015 (2)1440.00.76-47.950.87-10.3116.15-12.9419.58-2.838.03-9.984.91-53.591.3-21.211.15-51.481.09-48.1
2014 (1)1440.01.4625.860.9724.3618.5515.7220.1508.92010.5801.65-4.622.373.042.125.75

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。