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)620.00.00.978.99-19.170.664.76-25.842.7055.17-18.1816.1525.397.5213.12-14.19-11.955.48-5.52-16.215.12-6.4-21.710.8817.33-10.20.67.14-18.926.67-6.45-14.715.12-6.4-21.7112.087.47-6.17
24Q2 (19)620.00.00.895.95-19.090.63-17.11-25.01.74107.14-17.1412.88-1.238.8815.290.99-7.895.80-10.36-11.725.475.39-18.840.75-10.71-3.850.567.69-17.657.133.94-10.435.475.39-18.840.0117.5927.81
24Q1 (18)620.00.00.8429.23-16.00.7672.73-10.590.84-78.73-16.013.041.245.3315.14-10.89-0.596.47-18.31-4.015.1913.82-16.290.84-17.650.00.5230.0-16.136.86-23.18-8.295.1913.82-16.29-6.50-8.3011.09
23Q4 (17)620.06.90.65-45.83-54.230.44-50.56-62.073.9519.7-28.0512.88-14.25-5.3616.9914.032.727.9221.1-4.694.56-30.28-38.871.024.08-9.730.4-45.95-51.818.9314.19-2.084.56-30.28-38.876.36-18.37-22.30
23Q3 (16)620.06.91.209.09-25.00.895.95-24.583.3057.14-19.915.0226.97-2.2114.90-10.24-6.476.54-0.46-17.226.54-2.97-12.920.9825.64-19.010.748.82-19.577.82-1.76-14.256.54-2.97-12.9211.269.542.39
23Q2 (15)620.06.91.1010.0-21.990.84-1.18-24.322.10110.0-16.6711.83-4.44-3.5116.609.0-4.436.57-2.52-21.886.748.71-13.70.78-7.14-24.270.689.68-16.057.966.42-15.236.748.71-13.7-6.74-9.79-13.95
23Q1 (14)626.96.91.00-29.58-9.910.85-26.72-19.051.00-81.79-9.9112.38-9.046.3615.23-7.92-9.616.74-18.89-12.926.20-16.89-6.060.84-25.66-6.670.62-25.3-3.127.48-17.98-2.356.20-16.89-6.06-10.21-20.41-14.21
22Q4 (13)580.00.01.42-11.2519.331.16-1.692.655.4933.2512.7313.61-11.3932.9116.543.83-19.638.315.19-15.387.46-0.67-2.991.13-6.6111.880.83-9.7822.069.120.0-5.37.46-0.67-2.996.951.122.31
22Q3 (12)580.00.01.6013.4813.481.186.31-7.094.1263.4911.9615.3625.2932.6415.93-8.29-18.277.90-6.06-23.07.51-3.84-12.471.2117.481.680.9213.5813.589.12-2.88-12.737.51-3.84-12.4715.3120.266.01
22Q2 (11)580.00.01.4127.0316.531.115.7113.272.52127.0311.0112.265.33-2.5417.373.094.768.418.665.927.8118.339.081.0314.443.00.8126.5615.719.3922.588.37.8118.339.089.5010.16-0.69
22Q1 (10)580.01.751.11-6.724.721.05-7.0816.671.11-77.214.7211.6413.67-22.1916.85-18.1220.17.74-21.1824.046.60-14.1717.650.9-10.89-3.230.64-5.884.927.66-20.4616.776.60-14.1717.651.05-11.16-9.05
21Q4 (9)580.01.751.19-15.6-4.81.13-11.0248.684.8732.3414.5910.24-11.57-36.3220.585.5947.219.82-4.2964.217.69-10.3725.861.01-15.135.210.68-16.05-5.569.63-7.8527.897.69-10.3725.86-9.760.479.29
21Q3 (8)580.01.751.4116.532.171.2729.599.483.6862.1122.6711.58-7.95-17.9919.4917.5532.1410.2629.2235.188.5819.8330.791.1919.011.210.8115.712.5310.4520.5329.178.5819.8330.79-11.9315.3419.24
21Q2 (7)581.751.751.2114.1535.960.988.8968.972.27114.1540.1212.58-15.9122.1416.5818.188.867.9427.2462.047.1627.6334.841.07.5396.080.714.7537.258.6732.1635.897.1627.6334.84-11.44-0.5213.66
21Q1 (6)570.00.01.06-15.243.240.9018.4238.461.06-75.0643.2414.96-6.9749.914.030.36-10.356.244.3517.965.61-8.1826.640.93-3.1275.470.61-15.2845.246.56-12.8818.845.61-8.1826.643.46-12.31-8.03
20Q4 (5)570.00.01.25-9.42-4.580.76-34.48-31.534.2541.6714.8616.0813.881.6413.98-5.22-8.935.98-21.21-18.316.11-6.86-1.770.96-10.28-17.240.72-8.86-4.07.53-6.92-1.956.11-6.86-1.77--0.00
20Q3 (4)570.00.01.3855.060.01.16100.00.03.0085.190.014.1237.090.014.75-3.150.07.5954.90.06.5623.540.01.07109.80.00.7954.90.08.0926.80.06.5623.540.0--0.00
20Q2 (3)570.00.00.8920.270.00.58-10.770.01.62118.920.010.33.210.015.23-2.680.04.90-7.370.05.3119.860.00.51-3.770.00.5121.430.06.3815.580.05.3119.860.0--0.00
20Q1 (2)570.00.00.74-43.510.00.65-41.440.00.74-80.00.09.98-36.920.015.651.950.05.29-27.730.04.43-28.780.00.53-54.310.00.42-44.00.05.52-28.130.04.43-28.780.0--0.00
19Q4 (1)570.00.01.310.00.01.110.00.03.700.00.015.820.00.015.350.00.07.320.00.06.220.00.01.160.00.00.750.00.07.680.00.06.220.00.0--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)
2024/114.543.438.0451.05.7314.51N/A-
2024/104.39-21.43-8.7346.465.515.53N/A-
2024/95.580.324.1242.077.2516.150.09-
2024/85.5611.255.6736.497.7514.850.1-
2024/75.016.7413.9230.938.1313.870.11-
2024/64.28-6.47-0.4325.927.0812.880.12-
2024/54.5814.0621.3321.648.713.250.12-
2024/44.02-13.727.1617.065.7512.860.12-
2024/34.6510.95-5.1513.045.3213.040.09-
2024/24.190.05.998.3912.212.260.1-
2024/14.198.3619.184.1919.1812.260.1-
2023/123.87-7.811.2952.1-1.4412.880.11-
2023/114.2-12.63-7.4548.23-1.6614.370.1-
2023/104.81-10.36-8.4944.03-1.0715.430.1-
2023/95.361.820.3239.23-0.0715.020.12-
2023/85.2719.931.9633.87-0.1413.960.13-
2023/74.392.03-9.4628.6-0.5112.470.15-
2023/64.313.976.1224.211.2911.830.18-
2023/53.780.75-6.6219.910.3112.430.17-
2023/43.75-23.64-9.9816.132.0812.610.17-
2023/34.9123.9931.2312.386.3912.380.17-
2023/23.9612.448.497.48-5.3511.30.18-
2023/13.52-7.89-17.233.52-17.2311.880.18-
2022/123.82-15.784.8852.877.1113.610.18-
2022/114.54-13.6133.7549.057.2815.130.16-
2022/105.25-1.7163.844.515.1615.760.16雲服務事業成長, 上游供貨穩定交貨以及香港子公司校園專案
2022/95.343.4854.5439.260.3615.360.19雲服務事業成長, 上游供貨穩定交貨以及香港子公司校園專案
2022/85.166.4921.4533.91-4.8914.070.21-
2022/74.8519.625.3728.75-8.4612.950.23-
2022/64.050.289.0823.9-13.2112.260.19-
2022/54.04-2.876.219.84-16.6911.940.2-
2022/44.1611.32-17.6615.8-21.0511.550.2-
2022/33.742.5-26.0511.64-22.1911.640.18-
2022/23.65-14.21-26.417.9-20.2211.540.18-
2022/14.2516.71-14.024.25-14.0211.290.19-
2021/123.647.39-25.0249.36-2.2310.240.18-
2021/113.395.79-50.845.720.1910.060.18去年有香港校園專案發酵,相對去年同期基期較高。
2021/103.21-7.27-25.9342.329.2710.920.17-
2021/93.46-18.67-39.5439.1213.711.580.17-
2021/84.259.93-0.4135.6624.3211.840.16-
2021/73.874.06-6.4331.4128.6411.390.17-
2021/63.72-2.36-9.427.5435.7912.580.16-
2021/53.81-24.6921.2123.8247.2613.920.14-
2021/45.06-0.0265.3220.0253.5315.070.13集團數位印刷服務及香港子公司教育市場明顯成長
2021/35.062.039.8714.9649.9214.960.18-
2021/24.960.2255.149.955.6314.760.19集團數位印刷服務及香港子公司教育市場均大幅成長
2021/14.951.7856.124.9556.1216.70.16集團數位印刷服務及香港子公司教育市場均大幅成長
2020/124.86-29.5215.7950.49-3.9716.080.13-
2020/116.959.2740.1445.63-5.6816.940.12-
2020/104.33-24.3-35.3938.73-10.8714.320.14-
2020/95.7233.96-6.6234.4-6.414.120.15-
2020/84.273.29-19.2428.68-6.3612.510.17-
2020/74.130.765.4824.41-3.6711.380.19-
2020/64.130.628.8420.28-5.3410.30.22-
2020/53.142.7-6.516.18-8.379.810.23-
2020/43.06-15.41-16.2113.04-8.819.870.22-
2020/33.6113.13-12.469.98-6.289.980.21-
2020/23.20.857.176.36-2.3610.560.2-
2020/13.17-24.5-10.43.17-10.40.0N/A-
2019/124.2-14.7119.4352.570.60.0N/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)626.93.93-28.023.02-32.8952.1-1.4615.88-4.456.93-14.346.01-18.453.61-15.654.19-10.472.45-23.44
2022 (9)580.05.4612.584.504.952.877.1116.62-4.048.09-3.237.373.374.283.634.689.63.214.29
2021 (8)581.754.8514.664.2937.9449.36-2.2417.3217.198.3637.57.1324.224.1334.534.2719.942.815.23
2020 (7)570.04.2314.953.11-4.650.49-3.9614.780.966.083.935.7417.143.07-0.323.5612.32.4314.62
2019 (6)571.793.681.13.26-9.4452.570.5914.64-0.25.851.564.904.933.082.333.1712.812.124.43
2018 (5)560.03.6419.743.6041.1852.2623.5814.67-16.845.768.684.670.213.0134.382.8118.072.0318.02
2017 (4)565.663.04-2.562.551.1942.29-21.1917.64-7.265.3020.734.6621.352.24-5.082.38-4.031.722.38
2016 (3)53-1.853.1239.912.5251.8153.6642.9419.02-14.484.39-1.793.84-7.692.3640.482.4832.621.6837.7
2015 (2)54-1.822.2334.341.6618.5737.54-7.9722.2413.534.4726.994.1638.671.6816.671.8724.671.2231.18
2014 (1)5514.581.6628.681.40218.1840.7914.819.5903.5203.0001.44193.881.576.470.9347.62

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