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)1490.00.0-0.06-137.5-146.150.11-21.43-26.670.20-23.08-16.6714.882.487.3611.403.8310.252.23-23.1-20.07-0.49-126.49-130.250.33-21.43-15.38-0.09-137.5-145.00.58-81.29-78.36-0.49-126.49-130.255.42-38.75114.28
24Q2 (19)1490.00.00.1660.0128.570.14250.0566.670.26160.0136.3614.528.367.4810.989.2521.862.90100.0192.931.8542.3160.870.42121.05223.080.2460.0118.183.1044.1944.191.8542.3160.874.2980.00108.34
24Q1 (18)1490.00.00.10100.0150.00.04-33.33-50.00.10-66.67150.013.40.220.6810.05-18.7612.671.45-30.95-14.21.3018.1868.830.19-32.14-13.640.1587.5150.02.156.4473.391.3018.1868.83-1.6619.23-46.66
23Q4 (17)1490.00.00.05-61.5466.670.06-60.0-40.00.3025.0-52.3813.37-3.54-1.9112.3719.6355.792.10-24.7337.251.10-32.1124.490.28-28.2133.330.08-60.0100.02.02-24.63165.791.10-32.1124.49-0.4812.08270.00
23Q3 (16)1490.00.00.1385.71-38.10.15600.066.670.24118.18-60.6613.862.59-1.2810.3414.769.422.79181.8214.341.6240.87-27.030.39200.014.710.281.82-35.482.6824.65-27.761.6240.87-27.032.0480.35231.25
23Q2 (15)1490.00.00.0775.0-36.36-0.03-137.5-133.330.11175.0-71.7913.511.5-17.529.011.01-2.070.99-41.42-59.091.1549.35-10.160.13-40.91-67.50.1183.33-35.292.1573.39-16.671.1549.35-10.16-0.4354.16-78.75
23Q1 (14)1490.00.00.0433.33-85.710.08-20.0-61.90.04-93.65-85.7113.31-2.35-31.148.9212.34-6.51.6910.46-51.440.7757.14-68.440.224.76-67.160.0650.0-85.711.2463.16-68.920.7757.14-68.44-2.63-26.19-4.45
22Q4 (13)1490.00.00.03-85.71-88.460.1011.11-66.670.633.28-60.6313.63-2.92-27.277.94-15.98-13.411.53-37.3-67.170.49-77.93-80.560.21-38.24-75.860.04-87.1-89.740.76-79.51-82.570.49-77.93-80.56-8.612.605.55
22Q3 (12)1490.00.00.2190.91-30.00.090.0-70.970.6156.41-54.4814.04-14.29-18.569.452.72-16.892.440.83-53.792.2273.44-26.250.34-15.0-62.640.3182.35-31.113.7143.8-29.062.2273.44-26.25-14.7715.10-28.57
22Q2 (11)1490.00.00.11-60.71-75.560.09-57.14-82.690.3939.29-62.516.38-15.26-2.859.20-3.56-32.992.42-30.46-69.981.28-47.54-70.840.4-40.3-70.590.17-59.52-74.632.58-35.34-65.461.28-47.54-70.84-6.05-26.51-43.57
22Q1 (10)1490.00.00.287.69-52.540.21-30.0-65.00.28-82.5-52.5419.333.1514.729.544.03-37.033.48-25.32-61.122.44-3.17-56.810.67-22.99-55.630.427.69-51.723.99-8.49-54.972.44-3.17-56.815.92-2.82-16.61
21Q4 (9)1490.00.00.26-13.33-7.140.30-3.23-28.571.6019.490.4818.748.726.799.17-19.35-33.794.66-11.74-44.722.52-16.28-27.590.87-4.4-30.40.39-13.33-7.144.36-16.63-37.82.52-16.28-27.595.47-23.33-21.80
21Q3 (8)1490.00.00.30-33.33-3.230.31-40.3834.781.3428.85139.2917.242.2533.0211.37-17.19-3.075.28-34.493.943.01-31.44-30.480.91-33.0937.880.45-32.84-2.175.23-29.99-11.363.01-31.44-30.481.16-28.53-26.86
21Q2 (7)1490.02.760.45-23.73164.710.52-13.33136.361.0476.27316.016.860.0651.6213.73-9.3729.778.06-9.9496.594.39-22.353.51.36-9.93195.650.67-22.99168.07.47-15.69122.994.39-22.353.57.0443.4914.77
21Q1 (6)1490.00.00.59110.71637.50.6042.86566.670.59-29.76637.516.8514.0170.0315.159.3944.298.956.17260.895.6562.36292.361.5120.8504.00.87107.14625.08.8626.39277.025.6562.36292.3614.0250.5262.73
20Q4 (5)1490.00.00.28-9.68833.330.4282.6175.00.8450.0250.014.7814.0432.4413.8518.0730.418.4365.94123.613.48-19.63411.761.2589.39197.620.42-8.7740.07.0118.81630.213.48-19.63411.76--0.00
20Q3 (4)1492.760.00.3182.350.00.234.550.00.56124.00.012.9616.550.011.7310.870.05.0823.90.04.3351.40.00.6643.480.00.4684.00.05.9076.120.04.3351.40.0--0.00
20Q2 (3)145-2.680.00.17112.50.00.22144.440.00.25212.50.011.1212.210.010.580.760.04.1065.320.02.8698.610.00.4684.00.00.25108.330.03.3542.550.02.8698.610.0--0.00
20Q1 (2)1490.00.00.08166.670.00.09-62.50.00.08-66.670.09.91-11.20.010.50-1.130.02.48-34.220.01.44111.760.00.25-40.480.00.12140.00.02.35144.790.01.44111.760.0--0.00
19Q4 (1)1490.00.00.030.00.00.240.00.00.240.00.011.160.00.010.620.00.03.770.00.00.680.00.00.420.00.00.050.00.00.960.00.00.680.00.0--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)
2024/104.36-4.24-4.046.642.8913.7N/A-
2024/94.55-4.96-1.2442.283.6614.190.6-
2024/84.79-1.271.6737.734.2914.830.58-
2024/74.85-6.477.9132.944.6814.930.57-
2024/65.195.9310.4928.094.1414.660.56-
2024/54.96.913.5122.92.814.10.58-
2024/44.58-0.919.6818.012.6113.060.63-
2024/34.6219.66-4.2113.430.413.430.58-
2024/23.86-21.86-15.198.813.0212.990.6-
2024/14.9418.1823.84.9423.813.720.57-
2023/124.18-8.87-4.654.1-14.3913.310.63-
2023/114.591.11-3.1949.92-15.1213.740.61-
2023/104.54-1.495.145.33-16.1613.860.6-
2023/94.61-2.14-5.3740.79-18.0113.810.57-
2023/84.714.783.436.18-19.3813.90.57-
2023/74.5-4.24-5.0231.47-21.9513.920.57-
2023/64.69-0.74-1.6726.97-24.2113.60.62-
2023/54.7313.28-13.8222.28-27.713.730.62-
2023/44.18-13.47-31.8217.55-30.7113.560.63-
2023/34.835.93-30.5213.37-30.3513.370.71-
2023/24.5514.06-13.188.55-30.2512.930.74-
2023/13.99-8.93-43.023.99-43.0213.120.73-
2022/124.38-7.53-32.1663.19-10.8713.450.73-
2022/114.749.78-30.3258.81-8.7413.930.7-
2022/104.32-11.31-26.054.07-6.1913.740.71-
2022/94.876.93-20.4549.75-3.9614.160.79-
2022/84.55-3.75-21.5344.88-1.7414.060.8-
2022/74.73-0.87-18.1540.321.1315.00.75-
2022/64.77-13.0-8.2735.594.416.390.88-
2022/55.49-10.38-10.9130.816.6818.560.77-
2022/46.12-11.825.5525.3311.4618.320.78-
2022/36.9532.388.8219.213.4919.20.65-
2022/25.25-25.141.3512.2616.3118.720.67-
2022/17.018.4930.777.0130.7720.280.62-
2021/126.46-5.0719.6170.945.0219.10.47-
2021/116.8116.5839.3264.4448.1818.770.48-
2021/105.84-4.6631.6457.6449.317.770.51-
2021/96.125.4745.0351.851.5917.710.56產品價格上漲,客戶需要量增加
2021/85.810.3935.1945.6752.5116.790.59產品價格上漲,客戶需求增加
2021/75.7811.129.1439.8755.4117.150.58產品價格上漲,客戶需求增加
2021/65.2-15.5125.5834.0960.9717.170.63產品價格上漲
2021/56.166.1781.6828.8869.5818.350.59產品價格上漲
2021/45.8-9.0958.4122.7266.5717.360.62客戶需求量增加,產品價格上漲
2021/36.3823.2965.7416.9269.5716.920.46客戶需求量增加,產品價格上漲
2021/25.18-3.4197.9710.5471.9815.940.49客戶需求量增加,產品價格上漲
2021/15.36-0.7552.635.3652.6315.650.5客戶需求量增加,產品價格上漲
2020/125.410.5647.3748.891.5114.720.4-
2020/114.8810.1525.9843.49-2.2513.540.44-
2020/104.435.0318.4438.6-4.9512.950.46-
2020/94.22-1.68-6.5734.17-7.3312.990.32-
2020/84.29-4.16.5729.95-7.4312.920.32-
2020/74.488.0326.5325.65-9.4312.010.34-
2020/64.1422.22-0.2721.18-14.5611.20.35-
2020/53.39-7.42-25.2417.03-17.4410.90.36-
2020/43.66-4.88-17.4613.64-15.2410.130.39-
2020/33.8547.27-3.319.98-14.49.980.59-
2020/22.61-25.53-23.86.13-20.159.790.6-
2020/13.51-4.17-17.23.51-17.211.050.53-
2019/123.66-5.49-9.3748.16-10.310.0N/A-
2019/113.883.56-4.4244.49-10.390.0N/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)1490.00.30-52.380.25-50.054.06-14.710.1611.771.90-25.781.16-30.541.03-36.421.1-39.560.44-53.19
2022 (9)1490.00.63-60.630.50-70.9363.38-9.059.09-25.862.56-61.621.67-56.621.62-65.161.82-59.280.94-60.67
2021 (8)1490.01.6090.481.7277.3269.6942.912.263.376.6724.913.8522.224.6578.164.4785.482.3991.2
2020 (7)1490.00.84250.00.9783.0248.771.511.8615.375.34136.283.15238.712.61141.672.41270.771.25247.22
2019 (6)1490.00.24200.00.53048.05-10.2910.2826.292.26679.310.93322.731.08620.00.6544.440.36227.27
2018 (5)1490.00.08700.0-0.13053.56-13.478.14-10.250.29-76.980.22450.00.15-80.770.4587.50.111000.0
2017 (4)1490.00.01-95.00.375.7161.917.759.07-6.971.260.00.04-91.840.7816.420.24-46.670.01-96.67
2016 (3)1490.00.2033.330.3529.6352.57-7.359.7516.211.2616.670.4922.50.679.840.452.270.336.36
2015 (2)1491.360.15-54.550.27-37.2156.74-20.28.3924.851.08-14.290.40-42.860.61-32.220.44-44.30.22-58.49
2014 (1)1472.080.336.450.43-24.5671.1-4.586.7201.2600.7000.9-18.180.7912.860.5317.78

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