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)187-0.53-0.530.80-14.89-32.770.5920.41-9.232.6044.443.5919.11-2.259.2614.56-3.13-18.668.18-4.88-25.977.77-9.76-38.481.56-7.14-19.171.49-15.34-33.4810.18-21.39-39.737.77-9.76-38.4810.23-3.4234.45
24Q2 (19)1880.00.00.948.056.820.4948.4868.971.80106.936.3619.5522.7225.9715.034.16-11.178.6023.92-4.028.61-13.55-17.451.6851.3520.861.768.646.6712.95-2.48-19.578.61-13.55-17.4513.5594.359.34
24Q1 (18)1880.00.00.87180.6597.730.33-29.79-29.790.87-69.1597.7315.934.396.1314.43-16.15-14.06.94-23.31-18.359.96175.983.091.11-19.57-13.281.62179.3197.5613.2887.3162.949.96175.983.09-4.1853.35-28.74
23Q4 (17)1880.00.00.31-73.95-55.710.47-27.69-48.912.8212.35-33.9615.26-12.75-9.8117.21-3.85-14.979.05-18.1-30.543.61-71.42-54.191.38-28.5-37.270.58-74.11-56.067.09-58.02-33.433.61-71.42-54.19-0.03-19.3648.23
23Q3 (16)1880.00.01.1935.23-28.740.65124.1425.02.5190.15-29.4917.4912.69-6.8717.905.795.1711.0523.3314.3912.6321.09-24.421.9338.856.632.2435.76-28.6616.894.91-20.3312.6321.09-24.428.0467.6142.92
23Q2 (15)1880.00.00.88100.0-21.430.29-38.3-34.091.32200.0-30.1615.523.4-13.216.920.83-1.918.965.41-7.2510.4391.73-10.551.398.59-19.651.65101.22-21.816.1097.55-4.3910.4391.73-10.55-3.9431.43-43.60
23Q1 (14)1880.00.00.44-37.14-42.860.47-48.9130.560.44-89.7-42.8615.01-11.29-20.7916.78-17.0926.078.50-34.7741.95.44-30.96-28.231.28-41.8212.280.82-37.88-43.068.15-23.47-18.55.44-30.96-28.23-10.59-47.6114.01
22Q4 (13)1880.00.00.70-58.08-5.410.9276.9227.784.2719.9458.1516.92-9.9-19.2420.2418.9238.8213.0334.8949.087.88-52.8418.322.221.5520.221.32-57.96-4.3510.65-49.7620.27.88-52.8418.32-2.44-4.4847.55
22Q3 (12)1880.00.01.6749.11131.940.5218.18-20.03.5688.3680.7118.785.03-11.4217.02-1.3317.879.660.018.5316.7143.31163.561.814.624.623.1448.82130.8821.2025.89139.2816.7143.31163.56-0.3147.2820.20
22Q2 (11)1880.00.01.1245.45128.570.4422.22-31.251.89145.4552.4217.88-5.65-3.417.2529.68.79.6661.278.5411.6653.83139.431.7351.754.852.1146.53129.3516.8468.4126.0411.6653.83139.43-7.6024.75-13.89
22Q1 (10)1880.00.00.774.052.670.36-50.0-40.980.77-71.482.6718.95-9.5514.1613.31-8.71-21.25.99-31.46-37.87.5813.81-10.41.14-37.7-28.751.444.352.1310.0012.87-11.357.5813.81-10.4-5.373.42-19.62
21Q4 (9)1880.00.00.742.78-8.640.7210.77-29.412.7037.064.6520.95-1.1818.714.580.97-29.228.747.24-37.356.665.05-20.91.835.78-25.611.381.47-9.218.860.0-25.046.665.05-20.96.6724.866.17
21Q3 (8)1880.00.00.7246.941.410.651.56-26.141.9758.8711.321.214.5317.6514.44-9.01-34.98.15-8.43-45.526.3430.18-13.981.734.85-35.691.3647.832.268.8618.93-33.186.3430.18-13.9813.026.133.24
21Q2 (7)1880.00.00.49-34.67-35.530.644.92-39.621.2465.3315.8918.5111.5118.4315.87-6.04-38.688.90-7.58-50.614.87-42.43-46.61.653.12-41.490.92-34.75-35.667.45-33.95-48.624.87-42.43-46.62.78-21.04-17.64
21Q1 (6)1880.00.00.75-7.41141.940.61-40.21425.00.75-70.93141.9416.6-5.9558.8516.89-18.015.639.63-30.97100.218.460.4854.11.6-34.96220.01.41-7.24147.3711.28-4.5717.388.460.4854.1-4.003.33-12.15
20Q4 (5)1880.00.00.8114.0835.01.0215.9118.62.5845.76-15.6917.65-2.054.4420.60-7.12-3.1513.95-6.7512.598.4214.2526.812.46-8.5517.71.5214.2935.7111.82-10.8623.98.4214.2526.81--0.00
20Q3 (4)1880.00.00.71-6.580.00.88-16.980.01.7765.420.018.0215.290.022.18-14.30.014.96-16.980.07.37-19.190.02.69-4.610.01.33-6.990.013.26-8.550.07.37-19.190.0--0.00
20Q2 (3)1880.00.00.76145.160.01.062550.00.01.07245.160.015.6349.570.025.8861.850.018.02274.640.09.1266.120.02.82464.00.01.43150.880.014.5050.880.09.1266.120.0--0.00
20Q1 (2)1880.00.00.31-48.330.00.04-95.350.00.31-89.870.010.45-38.170.015.99-24.820.04.81-61.180.05.49-17.320.00.5-76.080.00.57-49.110.09.610.730.05.49-17.320.0--0.00
19Q4 (1)1880.00.00.600.00.00.860.00.03.060.00.016.90.00.021.270.00.012.390.00.06.640.00.02.090.00.01.120.00.09.540.00.06.640.00.0--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)
2024/105.97-0.6716.7761.314.2918.43N/A-
2024/96.01-6.8-0.4455.3214.0319.550.32-
2024/86.45-8.9810.3449.3116.0920.060.32-
2024/77.098.6823.2742.8617.0120.30.31-
2024/66.52-2.523.6135.7715.8419.750.35-
2024/56.692.3617.6629.2514.2419.580.36-
2024/46.532.7336.7122.5613.2616.460.42-
2024/36.3678.314.1216.035.8616.030.35-
2024/23.57-41.53-28.669.677.0414.920.38-
2024/16.116.251.346.151.3416.550.34112年1月適逢農曆春節工作天數較少
2023/125.250.92-5.6364.08-12.3715.570.31-
2023/115.21.72-15.6158.83-12.9216.360.29-
2023/105.11-15.31-7.2753.63-12.6517.00.28-
2023/96.043.290.6448.51-13.1917.630.34-
2023/85.851.68-8.3542.48-14.8516.870.35-
2023/75.758.98-6.8336.63-15.816.710.35-
2023/65.28-7.2-16.1630.88-17.2815.740.36-
2023/55.6818.93-14.9325.6-17.5116.570.34-
2023/44.78-21.75-15.1119.92-18.2215.890.36-
2023/36.1122.16-16.2115.14-19.1615.140.45-
2023/25.024.035.049.03-21.0414.60.47-
2023/14.03-27.54-39.634.03-39.6315.760.43-
2022/125.56-9.74-17.1173.13-5.0117.240.39-
2022/116.1611.77-17.9467.57-3.8517.680.39-
2022/105.52-8.08-14.561.4-2.1717.90.38-
2022/96.0-5.93-17.655.89-0.7618.550.41-
2022/86.383.37-7.3249.891.7418.840.41-
2022/76.17-1.92-7.1243.513.2219.150.4-
2022/66.29-5.843.8837.345.1618.610.52-
2022/56.6818.689.9531.045.4219.60.5-
2022/45.63-22.76-12.7124.364.2417.680.55-
2022/37.2953.154.5218.7310.7118.730.48-
2022/24.76-28.7229.9111.4415.0518.150.49-
2022/16.68-0.516.376.686.3720.90.43-
2021/126.71-10.645.0176.9924.4820.680.43-
2021/117.5116.4531.9370.2826.7321.250.42-
2021/106.45-11.4118.5562.7726.1320.620.43-
2021/97.285.7917.056.3127.0620.810.42-
2021/86.883.5917.2949.0328.7119.590.45-
2021/76.649.712.6142.1530.7918.780.47-
2021/66.06-0.3330.035.534.8618.590.45-
2021/56.08-5.7914.929.4535.919.50.43-
2021/46.45-7.513.9923.3742.6917.090.49-
2021/36.9790.3556.3216.9257.8416.920.42109年3月因新冠肺炎肆虐,配合大陸當地政府停工防疫所致
2021/23.66-41.63120.829.9458.9316.340.43109年2月因新冠肺炎肆虐,配合大陸當地政府停工防疫所致
2021/16.28-1.7836.596.2836.5918.370.39-
2020/126.3912.2615.2861.85-5.8917.530.35-
2020/115.694.6410.4255.45-7.8417.360.35-
2020/105.44-12.57-4.9949.76-9.5517.530.35-
2020/96.226.0624.2744.32-10.0817.990.3-
2020/85.87-0.533.4538.09-13.9716.430.33-
2020/75.926.633.0632.23-16.5315.850.34-
2020/64.66-11.9-16.8526.33-19.9415.610.31-
2020/55.29-6.54-8.8621.67-20.5815.410.32-
2020/45.6626.84-5.6816.38-24.6811.780.42-
2020/34.46168.9-21.6410.72-31.9210.720.46-
2020/21.66-63.9-59.086.26-37.7411.80.42因新型冠狀毒肆虐,配合大陸當地政府停工防疫所致
2020/14.6-17.11-23.314.6-23.3115.30.32-
2019/125.557.53-6.9365.72-7.10.0N/A-
2019/115.16-9.96-20.160.18-7.120.0N/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)1880.02.81-33.881.88-16.4463.29-12.7417.232.199.45-0.428.21-25.55.98-13.087.76-27.415.29-33.96
2022 (9)1880.04.2557.992.25-13.7972.53-6.1216.869.849.497.7211.0268.766.881.1810.6952.938.0157.99
2021 (8)1880.02.694.672.61-12.4277.2625.1415.35-29.08.81-35.836.53-16.176.8-19.726.99-9.815.074.75
2020 (7)1880.02.57-15.462.9829.5761.74-5.6121.6214.6313.7330.027.79-11.178.4722.587.75-6.964.84-15.68
2019 (6)1880.03.048.962.3037.7265.41-7.118.8610.5510.5620.698.7717.256.9112.188.330.365.749.13
2018 (5)1881.082.7915.291.67-46.4770.41-0.1717.06-10.738.75-20.027.4815.976.16-20.218.328.885.2615.6
2017 (4)1863.912.42-37.953.12-3.770.531.1219.11-20.5710.94-24.816.45-38.517.72-23.946.44-43.614.55-37.84
2016 (3)1790.03.9021.123.2494.0169.75-1.4124.0641.7814.55103.510.4922.2610.15100.5911.4242.937.3220.79
2015 (2)1792.293.22-1.831.67-5.6570.75-6.5816.9711.57.15-2.198.586.325.06-8.667.99-4.26.06-0.82
2014 (1)1754.173.28-5.751.77-29.4875.73-3.8615.2207.3108.0705.54-14.778.340.976.11-5.42

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