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)21710.00.00.57-1.7216.330.57-1.7216.331.7747.517.220000.00000.00000.000000012.45-0.3216.030.00000.00000.00-4.08-4.83
24Q2 (19)21710.00.00.58-6.4516.00.58-7.9416.01.2093.5518.810000.00000.00000.000000012.49-7.9614.690.00000.00000.0024.2724.78
24Q1 (18)21710.00.00.6255.021.570.6357.523.530.62-67.3721.570000.00000.00000.000000013.5757.7922.360.00000.00000.0018.3119.56
23Q4 (17)21710.00.00.40-18.3748.150.40-18.3748.151.9025.83387.180000.00000.00000.00000008.6-19.8549.050.00000.00000.00-10.19-10.19
23Q3 (16)21710.00.00.49-2.0345.450.49-2.0345.451.5149.51158.330000.00000.00000.000000010.73-1.47341.560.00000.00000.00-1.98-1.98
23Q2 (15)21710.00.00.50-1.96516.670.50-1.96516.671.0198.0410000.00000.00000.00000.000000010.89-1.8514.070.00000.00000.0043.4743.47
23Q1 (14)21710.00.00.5188.89292.310.5188.89292.310.5130.77292.310000.00000.00000.000000011.0992.2291.870.00000.00000.00117.17117.17
22Q4 (13)21710.00.00.27145.45-57.810.27145.45-57.810.39225.0-83.880000.00000.00000.00000005.77137.45-58.790.00000.00000.00168.56168.56
22Q3 (12)21710.00.00.11191.67-81.670.11191.67-81.670.121100.0-93.220000.00000.00000.00000002.43192.4-81.260.00000.00000.00-0.32-0.32
22Q2 (11)21710.00.0-0.12-192.31-120.69-0.12-192.31-120.690.01-92.31-99.150000.00000.00000.0000000-2.63-192.93-120.860.00000.00000.00-136.00-136.00
22Q1 (10)21710.00.00.13-79.69-78.330.13-79.69-78.330.13-94.63-78.330000.00000.00000.00000002.83-79.79-78.10.00000.00000.00-36.51-36.51
21Q4 (9)21710.00.00.646.670.00.646.670.02.4236.7247.560000.00000.00000.000000014.07.941.010.00000.00000.005.065.06
21Q3 (8)21710.0-0.320.603.45-14.290.603.45-14.291.7750.075.250000.00000.00000.000000012.972.85-14.950.00000.00000.000.060.06
21Q2 (7)21710.00.00.58-3.33-15.940.58-3.33-17.141.1896.67293.330000.00000.00000.000000012.61-2.4-16.430.00000.00000.00-4.79-4.79
21Q1 (6)21710.00.00.60-6.25253.850.60-6.25253.850.60-63.41253.850000.00000.00000.000000012.92-6.78252.00.00000.00000.00-7.41-7.41
20Q4 (5)2171-0.32-6.10.64-8.5782.860.64-8.5772.971.6462.3847.750000.00000.00000.000000013.86-9.1172.170.00000.0000--0.00
20Q3 (4)21780.320.00.701.450.00.700.00.01.01236.670.0000.00.0000.00.0000.00.0000.0000.015.251.060.00.0000.00.0000.0--0.00
20Q2 (3)21710.00.00.69276.920.00.70279.490.00.30176.920.0000.00.0000.00.0000.00.0000.0000.015.09277.530.00.0000.00.0000.0--0.00
20Q1 (2)2171-6.10.0-0.39-211.430.0-0.39-205.410.0-0.39-135.140.0000.00.0000.00.0000.00.0000.0000.0-8.5-205.590.00.0000.00.0000.0--0.00
19Q4 (1)23120.00.00.350.00.00.370.00.01.110.00.000.00.00.000.00.00.000.00.00.000.00.000.00.08.050.00.00.000.00.00.000.00.0--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)
2024/1012.08-14.7534.05143.1942.3641.94N/A0.152.49-
2024/914.17-9.6734.06131.1143.1747.470.00.242.34-
2024/815.69-10.8816.48116.9344.3649.730.00.272.1-
2024/717.67.0851.22101.2449.9248.30.00.351.83主係自營操作獲利增加
2024/616.4415.3550.4683.6449.6543.520.00.291.49主係自營操作獲利增加
2024/514.2511.158.1967.249.4642.670.00.231.2主係自營操作獲利增加
2024/412.83-17.7367.7852.9547.2740.690.00.240.97主係自營操作獲利增加
2024/315.5927.0245.4540.1241.7340.120.00.270.74-
2024/212.270.1534.5524.5339.4638.550.00.260.47-
2024/112.26-12.5744.7512.2644.7539.110.00.210.21-
2023/1214.029.1868.56127.4455.1235.870.00.262.35主係自營操作獲利增加
2023/1112.8442.4618.42113.4253.632.420.00.262.09主係自營操作獲利增加
2023/109.01-14.7479.89100.5859.6633.050.00.091.83主係自營操作獲利增加
2023/910.57-21.51159.3391.5757.9135.680.00.181.74主係自營操作獲利增加
2023/813.4715.6940.481.050.2436.040.00.21.56主係自營操作獲利增加
2023/711.646.5425.5567.5352.3731.580.00.21.36主係自營轉虧為盈
2023/610.9321.28304.8755.8959.4727.580.00.271.16主係自營轉虧為盈
2023/59.0117.849.6844.9638.9927.370.00.190.89-
2023/47.64-28.67109.3535.9548.9727.490.00.120.7主係自營轉虧為盈
2023/310.7217.535.6928.3138.2128.310.00.210.58-
2023/29.127.7416.5617.5939.7925.90.00.190.37-
2023/18.471.878.018.4778.0127.620.00.190.19主係自營轉虧為盈
2022/128.32-23.28-28.0882.15-38.1424.170.00.140.85-
2022/1110.84116.4-17.7673.84-39.119.930.00.230.71-
2022/105.0122.89-39.663.0-41.7118.680.0-0.00.48-
2022/94.08-57.5-50.3257.99-41.8822.940.0-0.060.48自營虧損所致
2022/89.593.45-9.0453.91-41.1221.560.00.170.54-
2022/79.27243.56-36.6944.32-45.320.180.00.120.37-
2022/62.7-67.14-81.1735.05-47.214.560.0-0.070.25自營虧損所致
2022/58.21124.92-8.5932.35-37.8419.760.00.160.32-
2022/43.65-53.77-67.724.13-43.9519.380.0-0.050.16本月自營虧損
2022/37.90.93-30.5720.48-35.4920.480.00.080.22-
2022/27.8364.55-16.7812.58-38.2324.150.00.150.14-
2022/14.76-58.87-56.634.76-56.6329.50.0-0.01-0.01係自營產生虧損
2021/1211.56-12.2712.65132.8236.5833.040.00.262.87-
2021/1113.1858.935.79121.2539.429.680.00.312.61-
2021/108.291.098.81108.0745.0327.050.00.162.3-
2021/98.2-22.2-10.699.7849.1533.40.00.152.14經紀及自營收入較去年增加所致
2021/810.55-27.990.9991.5758.6639.530.00.211.99係經紀及自營收入較去年增加所致
2021/714.652.1415.3981.0371.437.970.00.351.78係經紀及自營收入較去年增加所致
2021/614.3459.5530.366.3891.9534.630.00.351.43經紀營收較去年增加所致
2021/58.99-20.521.9752.04120.7331.670.00.141.08自營本月產生虧損所致
2021/411.31-0.6320.7943.06191.632.090.00.230.94係經紀獲利較去年同期增加所致。
2021/311.3820.98415.4831.75487.4331.750.00.250.71自營獲利較前期增加所致。
2021/29.41-14.2379.1920.37126.0530.640.00.220.46經紀及自營獲利較上期增加所致。
2021/110.976.83191.4310.97191.4333.690.00.240.24主係經紀、自營獲利較去年同期增加所致。
2020/1210.27-17.6127.4197.2424.6730.350.00.242.02-
2020/1112.4663.4673.3586.9824.3529.260.00.351.78係自營及經紀獲利較去年同期增加所致。
2020/107.62-16.941.5274.5218.7427.240.00.161.43-
2020/99.18-12.151.6166.8921.0832.310.00.21.28係經紀及承銷部門收入較去年增加所致
2020/810.44-17.7242.9857.7217.3234.140.00.271.08-
2020/712.6915.3467.3947.2712.8532.510.00.340.81本月經紀及自營獲利較去年同期增加所致
2020/611.024.8681.3934.580.7929.180.00.30.47係經紀及自營獲利較去年同期增加。
2020/58.81-5.8671.9323.58-16.5114.570.00.230.17本月自營獲利較前期增加所致。
2020/49.36359.5384.3914.77-36.1211.00.00.24-0.06因台股指數回升,自營獲利較上月增加所致。
2020/3-3.61-168.71-162.115.4-70.035.40.0-0.38-0.3全球新冠肺炎疫情造成股市大幅向下波動,導致自營操作部位大幅虧損。
2020/25.2539.48-9.89.01-26.3317.070.00.070.08-
2020/13.76-53.29-41.323.76-41.3219.010.00.010.01-
2019/128.0612.0884.378.02.090.0N/A0.171.49自營部獲利增加所致
2019/117.19-4.2750.6969.94-2.890.0N/A0.131.32自營部獲利較前期增加所致
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)21710.01.90387.181.90387.18000.0000.0000.0000051.09176.7641.32391.9
2022 (9)21710.00.39-83.820.39-83.88000.0000.0000.0000018.46-70.368.4-84.0
2021 (8)21710.02.4146.952.4247.56000.0000.0000.0000062.2842.0952.547.06
2020 (7)2171-6.181.6447.751.6438.98000.0000.0000.0000043.8335.7835.739.07
2019 (6)2314-0.31.1181.971.1881.54000.0000.0000.0000032.2838.7225.6782.19
2018 (5)23217.010.61-54.140.65-51.13000.0000.0000.0000023.27-33.5914.09-51.31
2017 (4)2169-4.241.33150.941.33141.82000.0000.0000.0000035.04109.5728.94141.77
2016 (3)2265-3.90.53-19.70.55-22.54000.0000.0000.0000016.72-17.811.97-22.72
2015 (2)2357-0.510.66-22.350.71-23.66000.0000.0000.0000020.34-16.415.49-23.51
2014 (1)23690.00.8537.10.9336.76000.0000.0000.0000024.3335.6220.2537.57

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