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)402.562.560.11115.49191.67-0.5519.12-223.53-0.1936.6789.338.171.367.2213.73-11.53-0.58-1.37-191.49-195.81.07143.3227.38-0.11-175.0-200.00.04114.29180.01.77400.05.361.07143.3227.38-5.61-78.84-380.44
24Q2 (19)390.02.63-0.71-273.17-39.22-0.68-780.029.9-0.30-173.1782.148.06-12.58-7.2515.52-3.4896.95-0.47-113.3991.53-2.47-172.0130.42-0.04-112.591.67-0.28-275.0-40.0-0.59-112.3282.39-2.47-172.0130.42-2.44-60.96-290.00
24Q1 (18)390.05.410.41151.25134.750.10200.0122.220.41115.95134.759.227.7118.3616.088.0651.73.51434.29221.453.43180.52148.240.32455.56245.450.16151.61136.364.79212.97176.893.43180.52148.2410.03-207.71120.59
23Q4 (17)390.05.41-0.80-566.6743.26-0.1041.1885.71-2.57-44.38-57.678.5612.34-1.8314.887.7533.93-1.05-173.4367.39-4.26-607.1425.39-0.09-181.8267.86-0.31-520.041.51-4.24-352.3830.26-4.26-607.1425.390.01-245.1061.83
23Q3 (16)392.635.41-0.1276.47-300.0-0.1782.4766.0-1.78-5.95-709.097.62-12.31-23.4913.8175.25-1.071.43125.77-53.270.84123.66-78.950.11122.92-63.33-0.0575.0-350.01.68150.15-68.120.84123.66-78.95-0.3866.62-16.55
23Q2 (15)382.72.7-0.5156.78-288.89-0.97-115.56-470.59-1.68-42.37-500.08.6911.555.467.88-25.66-48.46-5.55-92.04-244.53-3.5550.07-200.0-0.48-118.18-250.0-0.254.55-300.0-3.3546.23-157.26-3.5550.07-200.00.4436.55-39.92
23Q1 (14)370.00.0-1.1816.31-114.55-0.4535.7142.31-1.1827.61-114.557.79-10.67-9.9410.60-4.59-9.86-2.8910.25-1096.55-7.11-24.52-2944.0-0.2221.43-833.33-0.4416.98-109.52-6.23-2.47-518.12-7.11-24.52-2944.0-11.56-1216.85-2.14
22Q4 (13)370.02.78-1.41-2450.0-265.88-0.70-40.0-182.35-1.63-640.91-150.08.72-12.45-19.1111.11-20.42-47.25-3.22-205.23-131.14-5.71-243.11-214.43-0.28-193.33-125.23-0.53-2750.0-270.97-6.08-215.37-160.38-5.71-243.11-214.434.21-1263.89-117.06
22Q3 (12)370.02.780.06-77.78-91.18-0.50-194.12-160.98-0.2221.43-109.059.9620.8751.3713.96-8.7-21.263.06-20.31-54.533.9912.392.050.3-6.25-31.820.02-80.0-92.05.27-9.91-5.563.9912.392.058.0735.66-57.96
22Q2 (11)370.02.780.27149.09-83.12-0.1778.21-110.83-0.2849.09-116.08.24-4.7442.5615.2930.02-38.743.841224.14-71.323.551320.0-67.840.32966.67-58.440.1147.62-82.465.85292.62-52.863.551320.0-67.84-12.25-7.81-56.77
22Q1 (10)372.782.78-0.55-164.71-443.75-0.78-191.76-2500.0-0.55-116.87-443.758.65-19.76113.5811.76-44.16-39.850.29-97.2-75.210.25-94.99-82.520.03-97.3-40.0-0.21-167.74-450.01.49-85.2-49.150.25-94.99-82.5222.03-69.86-94.05
21Q4 (9)360.00.00.8525.0347.370.853.66240.03.2634.16307.510.7863.83223.7221.0618.78-26.2110.3453.6456.674.9927.62153.31.11152.27404.550.3124.0342.8610.0780.4780.794.9927.62153.338.84-16.25-22.05
21Q3 (8)360.00.00.68-57.5-32.670.82-47.77-13.682.4338.86298.366.5813.84120.0717.73-28.97-44.566.73-49.74-43.213.91-64.58-67.820.44-42.8625.710.25-56.14-30.565.58-55.04-50.43.91-64.58-67.8228.28421.252642.78
21Q2 (7)360.05.881.60900.05233.331.575333.335133.331.75993.75548.725.7842.72151.324.9627.674.4413.391044.442525.4911.04672.036394.120.771440.07600.00.57850.05600.012.41323.552786.0511.04672.036394.1232.17442.112610.66
21Q1 (6)360.00.00.16-15.79138.1-0.03-112.092.860.16-80.0138.14.0521.62171.8119.55-31.5-15.841.17-82.27109.841.43-27.41112.850.05-77.27127.780.06-14.29140.02.93-47.4127.11.43-27.41112.8516.50-48.49-92.84
20Q4 (5)360.00.00.19-81.19-5.00.25-73.68-10.710.8031.1526.983.3311.3737.628.54-10.769.186.60-44.312.821.97-83.795.350.22-37.1457.140.07-80.560.05.57-50.4936.861.97-83.795.35--0.00
20Q3 (4)365.880.01.013266.670.00.953066.670.00.61256.410.02.9930.00.031.9833.810.011.852223.530.012.157047.060.00.353400.00.00.363500.00.011.252516.280.012.157047.060.0--0.00
20Q2 (3)34-5.560.00.03107.140.00.03107.140.0-0.397.140.02.354.360.023.902.880.00.51104.290.00.17101.530.00.01105.560.00.01106.670.00.43103.980.00.17101.530.0--0.00
20Q1 (2)360.00.0-0.42-310.00.0-0.42-250.00.0-0.42-166.670.01.49-38.430.023.23-11.130.0-11.89-303.250.0-11.13-695.190.0-0.18-228.570.0-0.15-314.290.0-10.81-365.60.0-11.13-695.190.0--0.00
19Q4 (1)360.00.00.200.00.00.280.00.00.630.00.02.420.00.026.140.00.05.850.00.01.870.00.00.140.00.00.070.00.04.070.00.01.870.00.0--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)
2024/102.48-21.72-17.3127.710.978.48N/A-
2024/93.1712.1326.0825.233.228.350.69-
2024/82.8320.0113.022.060.597.840.73-
2024/72.36-11.14-5.8119.23-0.997.610.75-
2024/62.651.81-5.316.87-0.288.260.73-
2024/52.6-13.24-26.6414.220.79.020.67-
2024/43.0-11.99-2.1511.629.898.80.69-
2024/33.4142.9913.048.6114.818.610.81-
2024/22.39-15.3616.545.216.08.180.85-
2024/12.82-5.4515.552.8215.558.620.81-
2023/122.985.66-7.0933.24-8.398.80.87-
2023/112.82-6.01-1.2530.26-8.528.340.92-
2023/103.019.367.1727.44-9.218.020.96-
2023/92.510.49-39.9824.44-10.887.521.13-
2023/82.50.03-20.4121.93-5.637.81.09-
2023/72.5-10.66-15.6519.42-3.328.850.96-
2023/62.8-21.12-15.1516.92-1.189.421.09-
2023/53.5515.7126.7814.122.149.641.06-
2023/43.071.6827.810.57-4.118.131.26-
2023/33.0247.417.747.5-13.07.51.29-
2023/22.05-16.08-18.144.49-22.977.691.26-
2023/12.44-23.99-26.62.44-26.68.51.14-
2022/123.2112.31-32.8536.2928.548.871.03-
2022/112.862.0-18.3733.0841.059.850.93新併購事業體及本業案件獲利。
2022/102.8-33.14-15.2230.2351.4810.140.9新併購事業體及本業案件獲利。
2022/94.1933.2649.3527.4264.7110.31.02新併購事業體及本業案件獲利。
2022/83.146.0169.0323.2367.839.411.12新併購事業體及本業案件獲利。
2022/72.97-10.1348.2620.0967.649.071.16新併購事業體及本業案件獲利。
2022/63.317.85103.1217.1271.528.51.09新併購事業體及本業案件獲利。
2022/52.816.6334.6113.8265.388.01.15新併購事業體及本業案件獲利。
2022/42.4-14.2717.2811.0275.587.71.2新併購事業體及本業案件獲利。
2022/32.811.9895.818.62103.788.620.98新併購事業體及本業案件獲利。
2022/22.5-24.7578.45.82107.8510.60.8新併購事業體及本業案件獲利。
2022/13.32-30.45137.323.32137.3211.60.73新併購事業體及本業案件獲利。
2021/124.7836.52246.1528.23181.811.580.68新併購事業體及本業案件獲利。
2021/113.55.93249.2723.45171.529.610.81新併購事業體及本業案件獲利。
2021/103.317.77299.2919.95161.317.970.98新併購事業體及本業案件獲利。
2021/92.8150.82168.8816.65144.546.670.98新併購事業體及本業案件獲利。
2021/81.86-7.0185.9913.84140.145.481.19新併購事業體及本業案件獲利。
2021/72.023.1299.9811.98151.55.711.15新併購事業體及本業案件獲利。
2021/61.62-21.8995.099.98165.195.750.35新併購事業體及本業案件獲利。
2021/52.081.62219.958.36185.15.560.36新併購事業體及本業案件獲利。
2021/42.0543.13155.526.28175.174.880.41新併購事業體及本業案件獲利。
2021/31.432.03115.554.23185.84.230.43新併購事業體及本業案件獲利。
2021/21.40.09549.332.8242.834.180.44新併購事業體及本業案件獲利。
2021/11.41.43132.831.4132.833.780.49新併購事業體及本業案件獲利。
2020/121.3837.7537.2110.02-0.583.210.45-
2020/111.021.117.888.64-4.772.870.51-
2020/100.83-20.6930.967.64-7.112.870.51-
2020/91.044.3249.046.81-10.283.040.39-
2020/81.0-0.0124.835.76-16.312.830.42-
2020/71.020.18.74.76-21.732.480.48-
2020/60.8328.09-10.473.76-27.152.280.53-
2020/50.65-18.84-25.232.93-30.812.110.57-
2020/40.820.74-15.992.28-32.251.680.72-
2020/30.66207.36-35.761.48-38.671.481.09-
2020/20.22-64.1-54.960.82-40.841.820.88受到新型冠狀病毒疫情影響,配合政府防疫要求,公司營運及工廠復工展延所致
2020/10.6-40.22-33.340.6-33.342.460.66-
2019/121.0118.358.0710.08-2.520.0N/A-
2019/110.8534.54-6.729.07-3.570.0N/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)395.41-2.570-1.65032.65-8.2111.75-9.89-2.100-3.560-0.690-1.010-0.990
2022 (9)372.78-1.630-2.12035.5730.8213.04-37.491.03-88.230.60-89.070.37-84.450.61-73.36-0.610
2021 (8)360.03.11288.753.17286.5927.19169.2120.86-24.758.75116.585.49107.952.38480.492.29518.921.18306.9
2020 (7)360.00.8026.980.8232.2610.11.5127.72-2.394.04-16.872.64-14.010.41-14.580.37-21.280.2926.09
2019 (6)3616.130.633.280.6231.919.95-4.8828.4011.54.8674.823.0720.870.4865.520.4762.070.2321.05
2018 (5)3110.710.6100.47010.468.3925.47-7.822.7802.5400.2900.2900.190
2017 (4)287.69-2.280-1.1809.65-5.2127.63-19.89-4.430-6.350-0.430-0.590-0.630
2016 (3)268.330.40-73.150.50-39.0210.18-12.6934.499.357.0219.394.09-6.190.712.90.63-11.270.11-69.44
2015 (2)240.01.495.670.82-15.4611.66-4.8231.5413.255.88-16.714.369.550.69-19.770.71-13.410.365.88
2014 (1)24-50.01.41104.350.97-11.8212.25-10.1927.8507.0603.9800.86-14.850.82-8.890.343.03

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