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(%)
24Q1 (20)1720.580.580.2592.31162.5-0.46-370.59-231.430.25-75.96162.541.69-3.2922.5115.82-22.6410.633.92-30.1282.334.6940.84283.921.64-32.23124.660.4290.91160.876.8225.83513.334.6940.84283.92-6.491.16-222.79
23Q4 (19)1710.00.590.13-90.0-72.920.17-75.0-89.821.0414.29-77.3943.11-9.7-3.6620.45-15.53-11.365.61-54.79-28.723.33-69.56-7.242.42-59.12-31.250.22-90.13-72.845.42-62.9567.283.33-69.56-7.241.266405.0042.59
23Q3 (18)1710.00.591.3012900.0-35.960.68160.18655.560.91327.5-77.9147.7412.22-18.0724.2124.7310.512.41371.8626.6310.94129.35-5.285.92428.573.682.2322200.0-35.3614.63103.19-5.3110.94129.35-5.2818.626501.25-131.34
23Q2 (17)1710.00.590.01102.5-99.16-1.13-422.86-591.3-0.400.0-119.1442.5425.01-8.1219.4135.732.642.6322.33-70.584.77287.06-51.131.1253.42-72.950.01101.45-99.57.20536.36-41.984.77287.06-51.130.53-40.42-250.95
23Q1 (16)1710.590.59-0.40-183.33-143.960.35-79.04-31.37-0.40-108.7-143.9634.03-23.96-21.3514.30-38.01-24.622.15-72.68-71.78-2.55-171.03-138.00.73-79.26-77.88-0.69-185.19-144.81-1.65-150.93-118.07-2.55-171.03-138.0-23.58-129.84838.26
22Q4 (15)1700.01.190.48-76.35-64.441.671755.5621.014.6011.65-9.9844.75-23.2-26.5623.075.2923.377.87-19.69-13.83.59-68.92-52.953.52-38.35-36.690.81-76.52-64.473.24-79.03-63.923.59-68.92-52.951.33-2.88847.35
22Q3 (14)1700.01.192.0370.5912.780.09-60.87-92.044.1297.139.2858.2725.856.3921.9115.865.799.809.62-14.1111.5518.3418.835.7137.92-8.643.4571.6413.4915.4524.515.1311.5518.3418.8316.4350.68-57.88
22Q2 (13)1700.01.191.1930.7716.670.23-54.9-76.532.09129.676.6346.37.033.5818.91-0.32-28.518.9417.32-34.079.7645.45-4.784.1425.45-11.912.0130.5216.8612.4135.93-9.229.7645.45-4.78-10.99-0.91-58.97
22Q1 (12)1701.191.190.91-32.59-3.190.51-63.04-46.320.91-82.19-3.1943.27-28.9822.8918.971.44-17.667.62-16.54-28.116.71-12.06-14.193.3-40.65-11.531.54-32.46-2.539.131.67-12.726.71-12.06-14.19-8.87-28.80-20.46
21Q4 (11)1680.00.01.35-25.04.651.3822.12-14.295.1135.5421.9660.9311.2543.4318.70-9.71-28.089.13-19.98-32.927.63-21.5-34.625.56-11.04-3.812.28-25.05.078.98-33.08-26.337.63-21.5-34.6234.6425.7318.71
21Q3 (10)1680.00.01.8076.4762.161.1315.3152.73.7792.3530.054.7758.0235.0320.71-21.70.7811.41-15.863.359.72-5.177.886.2532.9839.513.0476.7462.5713.42-1.837.539.72-5.177.8828.2342.499.23
21Q2 (9)1680.00.61.028.518.510.983.164.261.96108.519.534.66-1.56-0.5726.4514.832.1813.5627.9223.6110.2531.0726.234.726.0123.041.728.869.5513.6730.6926.2210.2531.0726.23-9.33-9.31-18.91
21Q1 (8)1680.00.00.94-27.1310.590.95-40.9920.250.94-77.5710.5935.21-17.1116.7123.04-11.3811.0910.60-22.12-11.747.82-32.99-8.433.73-35.473.041.58-27.1911.2710.46-14.19-14.337.82-32.99-8.43-6.19-5.4638.29
20Q4 (7)1680.00.01.2916.2259.261.61117.57106.414.1944.4891.3242.484.73-9.9226.0026.5256.9113.6123.2851.3911.6729.5288.235.7829.0236.322.1716.0458.3912.19-2.3234.8511.6729.5288.2310.5417.1648.14
20Q3 (6)1680.60.01.1118.098.820.74-21.28-31.482.9062.01111.6840.5616.3520.2520.552.713.8511.040.6415.69.0110.9614.494.4817.2839.131.8719.119.3612.4815.2436.399.0110.9614.4915.9514.34-1.15
20Q2 (5)167-0.6-0.60.9410.59235.710.9418.99623.081.79110.59411.4334.8615.5574.8220.01-3.5221.5710.97-8.66163.078.12-4.92114.253.825.52360.241.5710.56234.0410.83-11.399.828.12-4.92114.25--0.00
20Q1 (4)1680.00.00.854.940.00.791.280.00.85-61.190.030.17-36.030.020.7425.170.012.0133.590.08.5437.740.03.62-14.620.01.423.650.012.2135.070.08.5437.740.0--0.00
19Q4 (3)1680.00.00.81-20.590.00.78-27.780.02.1959.850.047.1639.820.016.57-8.20.08.99-5.860.06.20-21.220.04.2431.680.01.37-19.880.09.04-1.20.06.20-21.220.0--0.00
19Q3 (2)1680.00.01.02264.290.01.08730.770.01.37291.430.033.7369.160.018.059.660.09.55129.020.07.87107.650.03.22287.950.01.71263.830.09.1568.820.07.87107.650.0--0.00
19Q2 (1)1680.00.00.280.00.00.130.00.00.350.00.019.940.00.016.460.00.04.170.00.03.790.00.00.830.00.00.470.00.05.420.00.03.790.00.0--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)
2024/515.52-10.0311.5574.3321.3848.4N/A-
2024/417.2610.4728.0158.824.2743.25N/A-
2024/315.6250.5917.2841.5422.7841.540.66-
2024/210.37-33.3-3.4225.9226.3539.050.7-
2024/115.5518.4859.0615.5559.0642.80.64訂單增加
2023/1213.13-7.0710.27167.1-12.8740.950.62-
2023/1114.133.13-0.54153.97-14.445.230.56-
2023/1013.7-21.29-25.51139.85-15.5948.470.52-
2023/917.40.17-19.83126.15-14.3549.760.49-
2023/817.3715.95-8.49108.75-13.4147.520.51-
2023/714.98-1.18-12.9991.37-14.2844.060.55-
2023/615.168.940.9976.39-14.5342.560.48-
2023/513.923.24-10.9461.23-17.6740.710.5-
2023/413.481.21-15.9947.31-19.4637.540.54-
2023/313.3224.0-20.0233.84-20.7633.840.64-
2023/210.749.8422.8720.52-21.2332.420.67-
2023/19.78-17.85-43.519.78-43.5135.880.6-
2022/1211.9-16.19-39.92191.793.3344.490.52-
2022/1114.2-22.76-37.84179.898.4954.30.43-
2022/1018.39-15.28-9.21165.6915.959.080.39-
2022/921.7114.343.5147.320.0557.910.45-
2022/818.9810.257.56125.5923.4651.210.51-
2022/717.2214.723.62106.6126.847.860.54-
2022/615.01-3.9441.9389.3927.4346.680.53-
2022/515.63-2.6126.8174.3824.8648.330.51-
2022/416.05-3.6433.3758.7524.3541.440.59-
2022/316.6590.5235.4742.721.2642.70.54-
2022/28.74-49.50.6926.0513.6445.860.5-
2022/117.31-12.6321.5417.3121.5459.970.38-
2021/1219.81-13.2936.71185.6124.9562.920.32-
2021/1122.8512.849.82165.823.6764.080.31-
2021/1020.26-3.4151.39142.9520.3258.880.34子公司營收增加
2021/920.9718.8364.97122.6916.3752.550.47大陸廠營收增加
2021/817.6526.7128.91101.729.7142.150.59-
2021/713.9331.693.9884.076.3836.830.68-
2021/610.58-14.17-9.370.146.8834.930.46-
2021/512.322.4215.8559.5710.3736.650.44-
2021/412.03-2.12-9.047.249.0333.00.49-
2021/312.2941.611.1235.2116.9535.210.58-
2021/28.68-39.04-26.5922.9220.3337.410.54-
2021/114.24-1.7397.1514.2497.1543.980.46大陸廠營收增加
2020/1214.49-4.97-11.28148.5533.5443.120.26-
2020/1115.2513.981.47134.0641.2641.340.27大陸廠營收增加
2020/1013.385.24-7.8118.848.7539.780.28大陸廠營收增加
2020/912.71-7.14-8.37105.4361.339.80.3大陸廠營收增加
2020/813.692.226.4292.7180.0838.750.3大陸廠營收增加
2020/713.3914.8649.8879.0294.3835.690.33大陸廠營收增加
2020/611.669.6239.9865.63106.9235.520.26大陸廠營收增加
2020/510.64-19.5467.5353.97130.7634.920.26大陸營收增加
2020/413.2219.53150.7643.33154.3136.110.25大陸廠營收增加
2020/311.06-6.45136.130.11155.9130.110.23大陸廠營收增加
2020/211.8263.69306.4319.05169.0135.380.2大陸廠營收增加
2020/17.22-55.7873.177.2273.1738.590.18大陸廠營收增加
2019/1216.348.7204.44111.23116.6845.880.13大陸廠營收增加
2019/1115.033.55170.8694.9106.4343.410.13大陸廠營收增加
2019/1014.514.59178.2879.8797.5939.220.15大陸廠營收增加
2019/913.8728.12112.8965.3685.6433.640.34大陸廠營收增加
2019/810.8321.1782.4451.4879.4528.10.4大陸廠營收增加
2019/78.947.2896.3240.6578.670.0N/A大陸廠營收增加
2019/68.3331.262.3131.7274.250.0N/A大陸廠營收增加
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)1710.590.99-77.190.08-96.83167.41-13.0720.01-3.756.09-29.684.67-42.9110.19-38.8711.82-41.341.77-77.34
2022 (9)1701.194.34-9.772.52-43.24192.593.7820.79-3.578.66-20.628.18-6.7316.67-17.6420.15-5.137.81-9.4
2021 (8)1680.04.8117.324.448.56185.5725.3321.56-2.1310.91-8.788.77-7.3920.2414.3521.2420.08.6222.44
2020 (7)1680.04.1093.44.09103.48148.0731.522.0330.3611.9658.839.4763.2817.7108.7317.7103.457.0491.83
2019 (6)1680.02.12112.02.01509.09112.6119.3616.90-17.367.5319.715.80-3.818.48162.548.7100.463.67118.45
2018 (5)1680.01.00194.120.33051.3369.820.4521.156.29253.376.03115.363.23498.154.34270.941.68194.74
2017 (4)1680.00.340-0.04030.236.2916.88-3.211.7860.362.8083.010.5468.751.1753.950.570
2016 (3)1680.0-0.270-0.52028.4422.6917.441.451.11-79.021.53-83.980.32-73.980.76-63.64-0.450
2015 (2)1680.01.32-29.790.78290.023.1812.0317.193.875.2958.869.55-37.291.2378.262.09-40.112.21-29.84
2014 (1)1683.71.881988.890.20020.6939.8916.5503.33015.2300.6903.491645.03.152150.0

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