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)400.00.01.9111.714.371.7728.2628.264.9962.0137.092.8-10.54-14.6353.52-1.8313.3422.90-3.624.5727.1825.4334.550.64-13.51-11.110.7611.7615.1524.73-11.2-2.0627.1825.4334.55-5.1118.2635.27
24Q2 (19)400.00.01.7124.8267.651.3842.2776.923.08124.8255.563.130.3211.3954.5220.949.7423.7642.1134.9221.6723.949.970.7442.3151.020.6823.6465.8527.8527.3432.1821.6723.949.97-0.9310.654.59
24Q1 (18)400.00.01.37-3.5242.710.97-33.17.781.37-72.9842.713.12-2.1923.3245.08-5.75-11.3616.72-26.15-7.8817.49-1.4616.210.52-27.7813.040.55-3.5144.7421.87-1.4416.2117.49-1.4616.21-2.46-9.25-14.02
23Q4 (17)400.00.01.42-14.97-35.161.455.07-34.095.0739.29-35.93.19-2.748.8747.831.29-11.822.643.38-26.1117.75-12.13-40.160.720.0-20.00.57-13.64-34.4822.19-12.12-27.1517.75-12.13-40.167.0024.3841.00
23Q3 (16)400.00.01.6763.734.371.3876.9216.953.6483.84-36.363.2816.7322.3947.22-4.95-12.1321.9024.36-5.5620.2039.79-15.020.7246.9416.130.6660.983.1225.2519.84-15.0120.2039.79-15.0213.9034.9931.80
23Q2 (15)400.00.01.026.25-51.660.78-13.33-55.431.98106.25-51.942.8111.07-31.4649.68-2.327.7917.61-2.98-27.7414.45-3.99-29.440.496.52-51.00.417.89-51.1921.0711.96-24.3714.45-3.99-29.44-1.29-24.95-36.21
23Q1 (14)400.00.00.96-56.16-52.00.90-59.09-47.980.96-87.86-52.02.53-13.65-37.0650.86-6.2122.8218.15-40.76-17.7615.05-49.26-24.140.46-48.89-48.310.38-56.32-52.518.82-38.21-24.1415.05-49.26-24.14-2.16-9.6413.67
22Q4 (13)400.00.02.1936.87-13.442.2086.44-8.337.9138.29-18.122.939.33-17.054.230.9117.3630.6432.13-3.5929.6624.784.180.945.16-19.640.8735.94-13.8630.462.52-7.8929.6624.784.18-12.656.3526.93
22Q3 (12)400.00.01.60-24.17-8.571.18-32.57-33.335.7238.83-19.782.68-34.63-33.9953.7416.610.5123.19-4.84-16.1323.7716.0638.60.62-38.0-44.640.64-23.81-8.5729.716.648.3923.7716.0638.6-16.32-9.34-15.71
22Q2 (11)400.021.212.115.5-48.411.751.16-49.284.12106.0-36.224.11.99-32.7946.0911.312.1424.3710.42-7.7620.483.23-7.791.012.36-37.890.845.0-37.7827.8612.297.420.483.23-7.797.94-7.72-13.38
22Q1 (10)400.021.212.00-20.95-15.611.73-27.92-12.632.00-79.3-15.614.0213.88-4.9641.41-10.39-5.9922.07-30.55-5.419.84-30.317.070.89-20.54-10.10.8-20.792.5624.81-24.987.0819.84-30.317.070.4211.813.84
21Q4 (9)400.021.212.5344.57-52.972.4035.59-48.399.6635.48-47.763.53-13.05-57.5746.21-4.9821.6431.7814.9414.2328.4766.0132.361.120.0-51.521.0144.29-43.5833.0720.6522.3928.4766.0132.36-23.24-6.32-6.55
21Q3 (8)4021.2121.211.75-57.21-76.061.77-48.7-71.827.1310.37-45.574.06-33.44-58.4448.6318.3218.9627.654.66-13.3817.15-22.78-30.821.12-30.43-64.10.7-48.15-71.0727.415.67-11.5517.15-22.78-30.825.397.6812.77
21Q2 (7)330.00.04.0972.57-1.213.4574.24-2.826.46172.5711.196.144.210.4941.10-6.7-2.5626.4213.24-11.3722.2119.86-1.681.6162.63-11.051.3573.08-1.4625.9411.96-10.3722.2119.86-1.68-2.478.318.41
21Q1 (6)330.0-2.942.37-55.9539.411.98-57.4258.42.37-87.1839.414.23-49.1645.8644.0515.95-7.1823.33-16.144.1518.53-13.85-6.180.99-57.1452.310.78-56.4236.8423.17-14.25-6.1618.53-13.85-6.18-32.00-41.17-41.69
20Q4 (5)330.0-2.945.38-26.4139.114.65-25.96126.8318.4941.15139.518.32-14.84147.6237.99-7.07-16.7327.82-12.84-8.0621.51-13.23-4.782.31-25.96126.471.79-26.03135.5327.02-12.81-5.4321.51-13.23-4.78--0.00
20Q3 (4)330.00.07.3176.570.06.2876.90.013.10125.470.09.7760.960.040.88-3.080.031.927.080.024.799.740.03.1272.380.02.4276.640.030.997.080.024.799.740.0--0.00
20Q2 (3)33-2.940.04.14143.530.03.55184.00.05.81241.760.06.07109.310.042.18-11.130.029.8133.080.022.5914.380.01.81178.460.01.37140.350.028.9417.210.022.5914.380.0--0.00
20Q1 (2)340.00.01.70-24.440.01.25-39.020.01.70-77.980.02.9-13.690.047.464.030.022.40-25.970.019.75-12.570.00.65-36.270.00.57-25.00.024.69-13.580.019.75-12.570.0--0.00
19Q4 (1)340.00.02.250.00.02.050.00.07.720.00.03.360.00.045.620.00.030.260.00.022.590.00.01.020.00.00.760.00.028.570.00.022.590.00.0--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)
2024/111.0810.2724.0511.115.422.99N/A-
2024/100.986.4-6.6410.033.742.85N/A-
2024/90.92-2.3116.029.055.012.81.44-
2024/80.952.15-31.98.123.882.751.46-
2024/70.935.02-15.697.1811.622.761.46-
2024/60.88-7.42-15.816.2517.253.131.27-
2024/50.95-26.3850.995.3725.333.311.2產品銷量增加
2024/41.2921.6614.764.4220.93.241.23-
2024/31.0620.8823.493.1223.643.121.34-
2024/20.88-25.410.972.0623.723.321.25-
2024/11.18-6.7548.721.1848.723.321.26-
2023/121.2644.7227.3711.81-13.993.191.22-
2023/110.87-17.01-6.6810.54-17.222.721.44-
2023/101.0532.244.839.67-18.063.241.21-
2023/90.8-42.6712.678.61-20.193.281.24-
2023/81.3926.4540.787.82-22.493.531.15-
2023/71.14.8711.686.43-29.352.781.47-
2023/61.0566.04-32.05.33-34.322.811.44-
2023/50.63-44.04-47.84.28-34.872.621.54-
2023/41.1330.91-16.633.65-31.952.861.41-
2023/30.86-1.15-47.062.53-37.112.531.54-
2023/20.879.85-0.121.66-30.342.661.46-
2023/10.79-20.14-47.720.79-47.722.721.43-
2022/120.996.01-12.8613.73-23.412.931.2-
2022/110.94-6.76-17.7512.73-24.122.651.33-
2022/101.042.13-19.8511.8-24.592.71.31-
2022/90.71-28.36-42.0310.79-25.02.681.48-
2022/80.990.31-26.0310.09-23.433.511.13-
2022/70.98-36.15-34.769.1-23.133.731.06-
2022/61.5427.46-20.158.12-21.434.10.94-
2022/51.21-10.63-44.616.58-21.734.190.92-
2022/41.35-16.86-31.945.37-13.713.851.0-
2022/31.6386.4938.194.02-5.154.020.96-
2022/20.87-42.49-28.312.39-21.843.531.09-
2022/11.5233.11-17.561.52-17.563.81.01-
2021/121.140.06-55.6617.92-33.743.531.06市場變化影響所致
2021/111.14-9.14-57.0416.78-31.443.611.04市場變化影響所致
2021/101.252.8-59.4815.65-28.333.810.99市場變化影響所致
2021/91.22-8.6-59.1314.39-23.194.061.11市場變化影響所致
2021/81.33-11.51-63.0813.17-16.384.770.95市場變化影響所致
2021/71.51-21.84-52.4911.84-2.485.620.8市場變化影響所致
2021/61.93-11.57-21.5710.3315.226.10.68-
2021/52.189.792.848.429.135.350.77-
2021/41.9968.8133.756.2241.844.380.94-
2021/31.18-3.263.864.2345.984.230.94-
2021/21.22-33.8752.363.0673.05.630.71產品銷量增加
2021/11.84-28.4190.031.8490.037.060.57產品銷量增加
2020/122.57-3.04137.7627.05109.048.320.4產品銷量增加
2020/112.65-14.31108.1124.48106.428.730.38產品銷量增加
2020/103.093.7208.1621.83106.219.690.34產品銷量增加
2020/92.98-17.45274.418.7495.539.770.38產品銷量增加
2020/83.6113.86276.8315.7579.319.250.4產品銷量增加
2020/73.1729.03134.3112.1455.117.760.47產品銷量增加
2020/62.4615.9579.618.9738.546.070.56產品銷量增加
2020/52.1242.861.66.5127.514.740.71產品銷量增加
2020/41.4931.0831.674.3915.713.420.99-
2020/31.1341.949.272.98.942.90.81-
2020/20.8-17.52-6.411.77-7.142.850.83-
2020/10.97-10.42-7.730.97-7.730.0N/A-
2019/121.08-15.1367.0612.9412.790.0N/A產品銷量增加
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)400.05.06-35.794.53-33.3811.81-13.9848.751.6720.28-18.2617.07-25.462.39-29.912.6-32.112.02-35.67
2022 (9)400.07.88-18.176.80-29.1713.73-23.3847.957.7324.81-8.1822.906.863.41-29.553.83-20.873.14-18.23
2021 (8)4021.219.63-47.759.60-38.9317.92-33.7544.518.5927.02-7.3721.43-5.84.84-38.664.84-37.553.84-37.56
2020 (7)33-2.9418.43139.6615.72146.3927.05109.0440.99-9.4529.1715.1622.7513.137.89140.557.75132.736.15136.54
2019 (6)340.07.691.856.388.512.9412.8245.27-5.4925.33-3.8720.11-9.743.288.613.333.12.61.56
2018 (5)340.07.5554.085.8826.4511.4727.347.90-1.0926.353.5822.2821.223.0231.883.2354.552.5654.22
2017 (4)340.04.90-31.854.65-22.119.01-16.4248.436.4625.44-5.6718.38-18.62.29-21.312.09-29.151.66-31.69
2016 (3)340.07.1913.955.9716.610.785.0745.4911.1426.9712.2822.588.352.9117.812.9515.692.4313.55
2015 (2)340.06.3152.425.1270.6710.2627.7740.9312.2924.0229.5620.8419.432.4765.772.5550.892.1452.86
2014 (1)340.04.1455.063.0046.348.0320.5736.45018.54017.4501.4947.521.6955.051.455.56

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