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)930.00.00.45-53.61-72.050.85-7.61-32.02.5021.95-42.410.575.49-4.1714.00-12.66-27.088.41-19.13-39.323.94-56.17-70.990.89-14.42-41.830.42-53.33-72.04.93-54.22-70.953.94-56.17-70.996.96-31.9014.85
24Q2 (19)930.00.00.97-10.19-36.180.9237.31-33.332.0589.81-24.6310.028.44-8.9916.030.5-20.0510.409.47-28.628.99-17.22-29.821.0418.18-35.00.9-10.0-36.1710.77-20.69-31.798.99-17.22-29.82-4.9318.88-4.33
24Q1 (18)930.00.01.0847.95-10.740.67-45.97-48.061.08-78.7-10.749.24-18.3-8.9715.95-4.83-22.959.50-18.66-35.210.8680.1-1.810.88-33.33-40.941.047.06-10.7113.5880.35-1.8110.8680.1-1.81-7.88-3.35-23.38
23Q4 (17)930.00.00.73-54.66-6.411.24-0.829.175.0716.8227.3911.312.5425.6716.76-12.71-5.111.68-15.73-2.426.03-55.6-25.01.32-13.7322.220.68-54.67-5.567.53-55.63-25.076.03-55.6-25.01.36-24.37-5.11
23Q3 (16)930.00.01.615.9256.311.25-9.42111.864.3459.5635.6211.030.1841.7719.20-4.2415.7313.86-4.8736.2813.586.0110.141.53-4.3893.671.56.3856.2516.977.4710.0513.586.0110.144.3315.77-1.22
23Q2 (15)930.00.01.5225.6244.761.386.9886.492.72124.7925.3511.018.4751.8620.05-3.1410.7714.57-0.6126.1512.8115.82-5.111.67.3890.481.4125.8943.8815.7914.171.4112.8115.82-5.1110.6240.3820.68
23Q1 (14)930.00.01.2155.138.041.2934.3844.941.21-69.68.0410.1512.7823.4820.7017.215.9414.6622.4710.4711.0637.56-12.711.4937.9636.71.1255.567.6913.8337.61-12.6911.0637.56-12.7114.2315.4348.55
22Q4 (13)930.05.680.78-24.27-27.780.9662.71-4.03.9824.37-13.679.015.6810.1617.666.45-14.411.9717.7-16.828.04-34.79-31.051.0836.71-8.470.72-25.0-24.2110.05-34.82-31.078.04-34.79-31.0511.49-13.0821.22
22Q3 (12)930.05.681.03-1.9-8.040.59-20.27-39.83.2047.47-10.867.787.31-14.8816.59-8.34-19.6210.17-11.95-20.9812.33-8.6713.750.79-5.95-33.050.96-2.04-3.0315.42-0.9612.5512.33-8.6713.75-2.25-4.08-18.56
22Q2 (11)930.08.141.05-6.25-21.640.74-16.85-43.512.1793.75-12.157.25-11.8-15.718.10-7.37-22.3811.55-12.96-32.9313.506.550.450.84-22.94-43.240.98-5.77-15.5215.57-1.7-5.5813.506.550.45-5.60-1.27-13.93
22Q1 (10)935.688.141.123.7-0.880.89-11.0-13.591.12-75.7-0.888.220.615.2519.54-5.28-8.5213.27-7.78-13.7812.678.662.011.09-7.63-9.171.049.477.2215.848.642.0612.678.662.01-5.000.07-4.48
21Q4 (9)880.02.331.08-3.5717.391.002.043.094.6128.4134.48.17-10.6123.620.63-0.05-10.1114.3911.81-13.0511.667.56-2.511.180.08.260.95-4.0420.2514.586.42-2.4711.667.56-2.51-2.16-10.00-11.58
21Q3 (8)882.332.331.12-16.4257.750.98-25.1928.953.5945.3443.039.146.2854.1320.64-11.49-1.1512.87-25.26-11.7310.84-19.354.841.18-20.2737.210.99-14.6662.313.70-16.925.9610.84-19.354.848.201.080.99
21Q2 (7)860.00.01.3418.5844.091.3127.1835.052.47118.5837.228.610.1228.9423.329.186.8317.2211.896.113.448.2112.751.4823.3337.041.1619.5945.016.496.2512.113.448.2112.7514.1320.7016.68
21Q1 (6)860.00.01.1322.8329.891.036.1947.141.13-67.0629.897.8118.1536.5421.36-6.93-2.3315.39-7.014.6912.423.85-5.261.210.0942.860.9722.7829.3315.523.81-5.3112.423.85-5.2614.8126.2016.91
20Q4 (5)860.00.00.9229.5867.270.9727.6336.623.4336.6532.956.6111.4714.9622.959.9119.4716.5513.5126.1411.9615.6744.441.0926.7445.330.7929.5164.5814.9515.6249.211.9615.6744.44--0.00
20Q3 (4)860.00.00.71-23.660.00.76-21.650.02.5139.440.05.93-11.090.020.88-4.350.014.58-10.170.010.34-13.260.00.86-20.370.00.61-23.750.012.93-12.10.010.34-13.260.0--0.00
20Q2 (3)860.00.00.936.90.00.9738.570.01.80106.90.06.6716.610.021.83-0.180.016.2310.410.011.92-9.080.01.0828.570.00.86.670.014.71-10.250.011.92-9.080.0--0.00
20Q1 (2)860.00.00.8758.180.00.70-1.410.00.87-66.280.05.72-0.520.021.8713.850.014.7012.040.013.1158.330.00.8412.00.00.7556.250.016.3963.570.013.1158.330.0--0.00
19Q4 (1)860.00.00.550.00.00.710.00.02.580.00.05.750.00.019.210.00.013.120.00.08.280.00.00.750.00.00.480.00.010.020.00.08.280.00.0--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)
2024/114.35.54.4838.21-5.5811.94N/A-
2024/104.0714.07-2.0333.91-6.7211.16N/A-
2024/93.571.592.4429.83-7.3310.570.96-
2024/83.520.86-0.426.26-8.5210.360.98-
2024/73.493.81-13.2522.75-9.6510.171.0-
2024/63.360.9-11.919.26-8.9710.020.92-
2024/53.33-0.33-11.515.91-8.339.790.94-
2024/43.346.91-2.8612.58-7.459.470.97-
2024/33.123.7-13.259.24-9.09.240.94-
2024/23.01-3.09-14.736.12-6.669.150.95-
2024/13.112.32.743.112.7410.260.85-
2023/123.04-26.18-5.5743.534.9111.310.81-
2023/114.11-1.0833.7540.4739.411.760.78-
2023/104.1619.2953.6436.3540.0711.170.82本月營收淨額較去年同期增加54%,因客戶需求增加
2023/93.49-1.2338.3132.238.4911.030.9-
2023/83.53-12.1434.128.7138.5111.360.88-
2023/74.025.4353.0925.1839.1511.590.86本月營收淨額較去年同期增加53%,因客戶需求增加
2023/63.811.3557.6621.1636.7811.010.97本月營收淨額較去年同期增加58%,因客戶需求增加
2023/53.769.3961.8417.3532.9210.80.99本月營收淨額較去年同期增加62%,因客戶需求增加
2023/43.44-4.5136.913.5926.6610.571.01-
2023/33.61.9431.1210.1523.5310.151.05-
2023/23.5316.7733.536.5519.729.771.09-
2023/13.02-5.986.823.026.829.321.14-
2022/123.224.5643.032.25-4.389.00.91-
2022/113.0813.622.0329.03-7.768.30.98-
2022/102.717.39-6.925.95-8.87.861.04-
2022/92.52-4.24-5.9523.25-9.027.780.96-
2022/82.630.29-20.8220.73-9.377.670.97-
2022/72.628.57-16.4118.09-7.437.361.01-
2022/62.424.04-18.5115.47-5.717.251.06-
2022/52.32-7.45-19.2513.05-2.887.581.01-
2022/42.51-8.55-8.9310.731.577.90.97-
2022/32.753.811.648.225.288.221.02-
2022/22.64-6.582.265.477.27.721.08-
2022/12.8325.8512.272.8312.278.091.04-
2021/122.25-25.38-4.0833.7235.248.171.02-
2021/113.013.6736.3431.4739.328.60.97-
2021/102.918.4841.2528.4639.648.910.93-
2021/92.68-19.3833.5525.5539.469.140.87-
2021/83.325.8773.6322.8740.199.430.85本月較去年本月營業收入增加73.64%,係客戶需求增加
2021/73.145.8556.5819.5535.748.980.89本月較去年本月營業收入增加56.58%,系客戶需求增加
2021/62.973.0938.816.4132.378.60.77-
2021/52.884.3624.2513.4431.038.330.8-
2021/42.762.0724.0510.5633.08.040.83-
2021/32.74.4530.27.8136.487.810.69-
2021/22.592.5643.245.1140.067.450.72-
2021/12.527.5136.952.5236.957.080.76-
2020/122.346.0626.0924.9413.736.610.66-
2020/112.217.414.1522.5912.596.280.69-
2020/102.062.575.1320.3812.425.980.73-
2020/92.014.814.4518.3213.35.930.56-
2020/81.91-4.5211.3316.3113.166.060.55-
2020/72.01-6.168.7714.413.416.460.51-
2020/62.14-7.711.7212.3914.26.670.55-
2020/52.324.1935.4510.2614.736.610.55-
2020/42.227.1313.47.949.836.10.6-
2020/32.0714.9113.435.728.55.720.6-
2020/21.81-1.9317.753.655.895.510.62-
2020/11.84-1.01-3.621.84-3.620.0N/A-
2019/121.86-3.970.1121.92-4.470.0N/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)930.05.0528.175.1561.9543.534.8819.136.413.6616.0610.83-5.665.9456.325.8729.584.7127.3
2022 (9)935.683.94-13.793.18-26.5632.25-4.3617.98-16.3311.77-21.1711.48-4.893.8-24.454.53-10.653.7-9.09
2021 (8)882.334.5734.414.3327.3533.7235.221.49-1.9214.93-4.1112.072.035.0329.645.0738.154.0737.97
2020 (7)860.03.4032.813.4041.6724.9413.7821.9112.4215.5719.9511.8317.133.8836.143.6729.682.9533.48
2019 (6)860.02.56-24.042.40-12.7321.92-4.4919.49-6.4312.98-8.5310.10-20.852.85-12.582.83-22.042.21-24.57
2018 (5)862.383.3746.522.7525.022.9510.6620.8314.214.1919.1412.7636.473.2631.983.6353.812.9351.03
2017 (4)847.692.30-8.732.208.3720.744.7518.241.8411.912.589.35-6.872.477.392.36-1.671.94-2.51
2016 (3)780.02.5257.52.0353.7919.87.217.9110.9711.6140.2210.0447.02.350.332.453.851.9957.94
2015 (2)780.01.60-20.791.32-3.6518.470.616.142.878.28-8.716.83-21.041.53-8.381.56-21.611.26-20.75
2014 (1)780.02.0259.061.3742.7118.3615.2515.6909.0708.6501.6751.821.9964.461.5959.0

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