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)440.00.0-0.34-135.79-134.690.3066.67193.751.33-20.8337.112.5612.28-38.3112.41-21.9547.564.98-34.92590.0-5.87-131.94-156.820.13-23.531400.0-0.15-135.71-134.88-5.94-126.1-143.71-5.87-131.94-156.824.86-51.9293.22
24Q2 (19)440.00.00.9531.94171.430.18119.78146.151.68133.3316900.02.28-2.56-34.6715.9024.0270.67.65176.35776.9918.3835.35321.560.17173.91525.00.4231.25180.022.769.69182.0318.3835.35321.56-18.0488.47-274.49
24Q1 (18)440.00.00.72145.0305.71-0.91-668.75-237.040.72214.29305.712.34-33.52-21.4812.8225.6949.24-10.02-404.56-144.9913.58167.97361.15-0.23-291.67-91.670.32145.71313.3320.75211.56520.0413.58167.97361.15-24.35-59.13-259.38
23Q4 (17)440.00.0-1.60-263.27-190.910.16150.0-20.0-0.63-164.95-123.863.52-15.1812.8210.2021.28-15.843.291745.0571.43-19.98-293.42-160.160.121300.0500.0-0.7-262.79-191.67-18.60-236.87-85.44-19.98-293.42-160.161.87-41.6383.97
23Q3 (16)440.00.00.98180.0-1.01-0.3217.9568.630.979800.0-69.54.1518.9125.08.41-9.76-36.29-0.2082.3-142.5510.33136.93-21.21-0.0175.0-150.00.43186.67-2.2713.5968.4-50.0410.33136.93-21.2118.01190.00-13.24
23Q2 (15)440.00.00.35200.0-71.07-0.39-44.44-457.14-0.0197.14-100.463.4917.11-25.599.328.5-6.05-1.1372.37-166.084.36183.85-61.52-0.0466.67-150.00.15200.0-71.78.07263.36-40.924.36183.85-61.526.31118.18-139.72
23Q1 (14)440.00.0-0.3536.36-135.71-0.27-235.0-400.0-0.35-113.26-135.712.98-4.49-40.768.59-29.13-26.46-4.09-934.69-221.01-5.2032.29-160.82-0.12-700.0-170.59-0.1537.5-134.88-4.9450.75-144.54-5.2032.29-160.82-5.25-59.60-57.70
22Q4 (13)440.00.0-0.55-155.56-5.770.20119.61166.672.64-16.98700.03.12-6.02-34.1812.12-8.184.30.494.26-81.15-7.68-158.58-58.350.020.0-83.33-0.24-154.55-4.35-10.03-136.88-2607.5-7.68-158.58-58.35-17.62-86.87-618.77
22Q3 (12)440.00.00.99-18.18115.22-1.02-1357.14-383.333.1845.21274.123.32-29.21-32.6613.2033.066.020.47-72.51-88.8113.1115.71218.20.02-75.0-90.480.44-16.98120.027.2099.12436.4913.1115.71218.2-17.982.64-767.46
22Q2 (11)440.00.01.2123.47964.29-0.07-177.78-117.072.19123.47461.544.69-6.76-13.319.92-15.07-5.791.71-49.41-43.5611.3332.511111.610.08-52.94-50.00.5323.26983.3313.6623.171134.8511.3332.511111.61-0.32155.96-23.89
22Q1 (10)440.00.00.98288.4684.910.09130.0-79.070.98196.9784.915.036.12-4.3711.680.52-8.323.3830.0-27.08.55276.2994.320.1741.67-29.170.43286.9686.9611.092672.5107.688.55276.2994.321.1437.71-26.67
21Q4 (9)440.00.0-0.52-213.04-257.58-0.30-183.33-136.590.33-61.18-37.744.74-3.85-7.2411.62-6.67-20.682.60-38.1-65.24-4.85-217.72-271.380.12-42.86-68.42-0.23-215.0-264.290.40-92.11-87.3-4.85-217.72-271.38-6.36107.77-97.77
21Q3 (8)440.00.00.46428.572200.00.36-12.2-57.140.85117.95325.04.93-8.87-2.9512.4518.23-18.154.2038.61-41.54.12467.862323.530.2131.25-41.670.2433.331900.05.07484.092716.674.12467.862323.53-3.01151.07-8.43
21Q2 (7)440.00.0-0.14-126.4264.10.41-4.65127.780.39-26.42116.675.412.8510.6310.53-17.35-25.853.03-34.56-54.5-1.12-125.4568.360.16-33.33-51.52-0.06-126.0964.71-1.32-124.72-188.59-1.12-125.4568.362.90-32.91-26.11
21Q1 (6)440.00.00.5360.61-7.020.43-47.56207.140.530.0-7.025.262.9456.5512.74-13.04-5.04.63-38.172.764.4055.48-41.10.24-36.84166.670.2364.29-8.05.3469.52-35.194.4055.48-41.11.76805.30-24.97
20Q4 (5)440.00.00.331550.01550.00.82-2.3834.430.53165.0-87.235.110.599.1914.65-3.68-11.87.484.181.772.831564.711921.430.385.5611.760.141300.01300.03.151650.067.552.831564.711921.43--0.00
20Q3 (4)440.00.00.02105.130.00.84366.670.00.2011.110.05.083.890.015.217.110.07.187.810.00.17104.80.00.369.090.00.01105.880.00.18-87.920.00.17104.80.0--0.00
20Q2 (3)440.00.0-0.39-168.420.00.1828.570.00.18-68.420.04.8945.540.014.205.890.06.66148.510.0-3.54-147.390.00.33266.670.0-0.17-168.00.01.49-81.920.0-3.54-147.390.0--0.00
20Q1 (2)440.00.00.572750.00.00.14-77.050.00.57-86.270.03.36-28.210.013.41-19.270.02.68-63.540.07.475235.710.00.09-73.530.00.252400.00.08.24338.30.07.475235.710.0--0.00
19Q4 (1)440.00.00.020.00.00.610.00.04.150.00.04.680.00.016.610.00.07.350.00.00.140.00.00.340.00.00.010.00.01.880.00.00.140.00.0--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)
2024/110.78-10.15-32.38.83-31.972.51N/A-
2024/100.870.91-27.918.04-31.942.56N/A-
2024/90.864.12-20.257.18-32.392.560.26-
2024/80.83-5.03-34.136.31-33.772.310.29-
2024/70.8742.17-51.915.49-33.712.250.3係調整毛利率低的產品組合
2024/60.61-20.4-49.574.62-28.622.280.25-
2024/50.77-13.95-37.144.0-23.782.640.21-
2024/40.89-8.82-15.073.23-19.722.370.24-
2024/30.9897.28-12.042.34-21.372.340.24-
2024/20.5-42.36-49.621.36-26.962.520.23-
2024/10.86-25.95-1.390.86-1.393.180.18-
2023/121.161.0221.0414.14-12.523.520.2-
2023/111.15-4.336.412.97-14.653.440.2-
2023/101.2111.6412.4911.82-16.263.540.2-
2023/91.08-14.026.0610.61-18.624.150.2-
2023/81.26-30.6614.249.53-21.774.280.19-
2023/71.8149.132.428.28-25.334.250.2-
2023/61.21-0.78-10.146.47-33.463.490.33-
2023/51.2216.25-44.925.25-37.223.390.34-
2023/41.05-5.56-5.784.03-34.443.150.36-
2023/31.1212.98-39.252.98-40.812.980.32-
2023/20.9912.81-28.311.86-41.712.820.34-
2023/10.87-9.1-51.850.87-51.852.920.33整體市場需求低迷,且訂單往後遞延,導致本月營收較去年同期減少51.86%
2022/120.96-11.19-40.3416.16-20.543.120.38-
2022/111.081.13-30.1615.2-18.833.010.39-
2022/101.0725.11-31.9614.12-17.813.030.39-
2022/90.86-22.06-44.4713.04-16.383.320.36-
2022/81.1-19.63-35.7812.19-13.33.820.32-
2022/71.371.17-18.5311.09-10.184.940.24-
2022/61.35-39.19-32.799.72-8.874.690.26-
2022/52.2298.8838.448.37-3.315.180.24-
2022/41.12-39.11-37.616.15-12.824.330.28-
2022/31.8433.32-5.465.03-4.385.030.21-
2022/21.38-24.23-6.873.19-3.754.810.22-
2022/11.8212.64-1.251.82-1.254.980.21-
2021/121.613.95-17.3620.3410.294.740.2-
2021/111.55-1.47-2.3518.7313.564.670.21-
2021/101.582.110.3717.1815.264.830.2-
2021/91.54-9.87-18.4915.617.014.930.25-
2021/81.711.951.3814.0622.895.40.23-
2021/71.68-16.5312.1712.3526.615.30.23-
2021/62.0125.2725.0310.6729.235.410.21-
2021/51.61-10.37-6.028.6630.245.340.21-
2021/41.79-7.7413.677.0542.795.210.21-
2021/31.9431.3446.495.2656.445.260.25差異主係因去年同期受疫情影響,故去年營收較低
2021/21.48-19.6680.033.3262.925.270.25差異主係因去年同期受疫情影響,故營收較低。
2021/11.84-5.7251.361.8451.365.380.25差異主係因去年同期受疫情及春節影響,故營收較低。
2020/121.9522.8333.818.44-14.255.110.23-
2020/111.591.281.1616.49-17.755.050.24-
2020/101.57-17.08-5.0514.9-19.365.150.23-
2020/91.8912.1227.9913.33-20.775.080.21-
2020/81.6912.79-14.6911.44-25.464.790.22-
2020/71.5-6.96-31.849.75-27.064.810.22-
2020/61.61-5.84-27.888.26-26.124.890.21-
2020/51.718.39-16.546.65-25.684.610.22-
2020/41.5818.89-9.184.94-28.393.720.27-
2020/31.3361.41-10.53.36-34.853.360.36-
2020/20.82-32.45-36.482.04-44.653.50.34-
2020/11.22-16.66-49.071.22-49.070.0N/A-
2019/121.46-7.13-33.7721.51-12.40.0N/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)440.0-0.630-0.86014.14-12.59.12-21.18-0.380-1.970-0.0500.04-97.77-0.280
2022 (9)440.02.62693.94-0.80016.16-20.5511.57-2.121.74-52.077.17909.860.28-62.161.79272.921.16728.57
2021 (8)440.00.33-36.540.91-54.0420.3410.311.82-18.263.63-42.380.71-43.650.74-36.210.48-7.690.14-39.13
2020 (7)440.00.52-87.381.98-51.3518.44-14.2714.46-27.376.30-42.621.26-85.121.16-50.850.52-78.330.23-87.36
2019 (6)440.04.12-42.054.07-38.2421.51-12.4219.91-13.9210.98-24.228.47-34.032.36-33.712.4-37.011.82-42.22
2018 (5)444.767.11123.586.5941.4224.56-17.0623.138.0814.4962.0812.84184.73.5634.343.8196.393.15135.07
2017 (4)425.03.18-54.574.66-21.4229.6129.8721.40-0.68.94-34.024.51-63.242.65-14.241.94-40.851.34-52.14
2016 (3)4011.117.00-5.915.930.022.830.5821.53-13.3313.55-16.7712.27-20.843.098.83.2811.192.83.32
2015 (2)3612.57.4425.685.9396.3617.46115.8224.84-0.2416.28-9.415.50-34.322.8495.862.9545.322.7141.88
2014 (1)3214.295.9259100.03.0208.09154.424.90017.97023.6001.4502.0301.910

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