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)127-0.78-0.780.58-21.62-19.440.56-23.29-23.292.1935.19-9.513.56-2.524.4741.36-2.540.275.81-32.75-28.715.43-19.67-23.520.79-34.17-25.470.74-21.28-19.576.05-30.78-24.945.43-19.67-23.52-0.64-18.77-16.59
24Q2 (19)1280.00.00.74-15.914.230.73-9.8815.871.6284.09-4.1413.911.245.8642.441.241.778.64-8.57-10.936.76-17.26-2.171.2-7.69-5.510.94-16.073.38.74-13.21-17.086.76-17.26-2.172.16-13.05-11.86
24Q1 (18)1280.00.00.88-10.2-10.20.81-13.83-17.350.88-74.12-10.213.743.080.2941.92-1.362.349.45-10.68-14.868.17-12.99-10.611.3-7.8-14.471.12-10.4-10.410.07-8.87-9.778.17-12.99-10.612.8912.967.47
23Q4 (17)1280.00.00.9836.11-12.50.9428.7711.93.4040.5-36.0913.332.7-0.5242.503.0311.8110.5829.8252.679.3932.25-11.751.4133.0251.611.2535.87-11.9711.0537.115.839.3932.25-11.750.7418.7622.32
23Q3 (16)1280.00.00.721.41-67.860.7315.8792.112.4243.2-42.3812.98-1.22-2.2641.25-1.082.978.15-15.9811.647.102.75-67.021.06-16.549.280.921.1-67.838.06-23.53-68.077.102.75-67.02-2.65-13.07-9.92
23Q2 (15)1280.00.00.71-27.55-33.640.63-35.71-39.421.6972.45-13.7813.14-4.09-14.941.701.813.429.70-12.61-13.786.91-24.4-21.571.27-16.45-27.010.91-27.2-33.0910.54-5.56-8.356.91-24.4-21.57-0.92-20.02-9.52
23Q1 (14)1280.00.00.98-12.510.110.9816.6719.510.98-81.5810.1113.72.24-8.1840.967.769.6711.1060.1720.269.14-14.119.481.5263.4410.141.25-11.979.6511.1616.9812.619.14-14.119.481.57-31.2568.86
22Q4 (13)1280.00.01.12-50.027.270.84121.05-5.625.3226.67101.5213.40.9-5.6338.01-5.12-3.726.93-5.07-35.4110.64-50.5834.680.93-4.12-38.821.42-50.3526.799.54-62.2-10.3410.64-50.5834.68-6.5429.6728.79
22Q3 (12)1280.00.02.24109.35366.670.38-63.46-29.634.20114.29138.6413.28-13.9917.6340.06-0.64-1.457.30-35.11-0.4121.53144.38299.440.97-44.2516.872.86110.29368.8525.24119.48277.2821.53144.38299.44-5.2564.78-18.32
22Q2 (11)1280.00.01.0720.2227.381.0426.83188.891.96120.2253.1215.443.4926.9740.327.953.4411.2521.8942.058.8115.160.01.7426.0981.251.3619.327.111.5016.04-11.278.8115.160.04.2810.689.48
22Q1 (10)1280.00.00.891.14102.270.82-7.8751.850.89-66.29102.2714.925.0728.8437.35-5.4-5.829.23-13.9817.737.65-3.1657.081.38-9.2151.651.141.79103.579.91-6.8647.257.65-3.1657.0815.4342.2328.47
21Q4 (9)1280.00.00.8883.3346.670.8964.814350.02.6450.0127.5914.225.7822.8439.48-2.88-1.4210.7346.3878.837.9046.5719.881.5283.13120.291.1283.6147.3710.6459.04-14.267.9046.5719.889.3220.2357.41
21Q3 (8)1280.00.00.48-42.8623.080.5450.0116.01.7637.5208.7711.29-7.159.5140.654.283.467.33-7.4599.185.39-38.8212.530.83-13.54118.420.61-42.9924.496.69-48.3825.995.39-38.8212.53-1.0724.028.34
21Q2 (7)1280.00.00.8490.91566.670.36-33.33148.651.28190.91611.1112.165.0170.3138.98-1.7119.577.921.02142.478.8180.9377.920.965.49172.181.0791.07565.2212.9692.57248.628.8180.9377.922.5932.121283.34
21Q1 (6)1280.00.00.44-26.6722.220.542600.0-5.260.44-62.0722.2211.580.17-13.5239.66-0.977.257.8430.6719.514.87-26.142.40.9131.883.410.56-26.3221.746.73-45.7747.594.87-26.142.46.1413.591254.00
20Q4 (5)1280.00.00.6053.85-11.760.02-92.0-97.221.16103.51-57.9711.5612.12-21.4140.051.9310.396.0063.04-26.566.5937.5811.320.6981.58-42.50.7655.1-12.6412.41133.7156.496.5937.5811.32--0.00
20Q3 (4)1280.00.00.39316.670.00.25133.780.00.57216.670.010.3144.40.039.2920.520.03.68119.730.04.79251.10.00.38128.570.00.49313.040.05.31160.890.04.79251.10.0--0.00
20Q2 (3)1280.00.0-0.18-150.00.0-0.74-229.820.00.18-50.00.07.14-46.680.032.60-11.840.0-18.65-384.30.0-3.17-192.690.0-1.33-251.140.0-0.23-150.00.0-8.72-291.230.0-3.17-192.690.0--0.00
20Q1 (2)1280.00.00.36-47.060.00.57-20.830.00.36-86.960.013.39-8.970.036.981.930.06.56-19.710.03.42-42.230.00.88-26.670.00.46-47.130.04.56-42.50.03.42-42.230.0--0.00
19Q4 (1)1280.00.00.680.00.00.720.00.02.760.00.014.710.00.036.280.00.08.170.00.05.920.00.01.20.00.00.870.00.07.930.00.05.920.00.0--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)
2024/105.074.2511.3846.294.3113.94N/A-
2024/94.8621.590.3541.223.513.560.93-
2024/84.0-14.83-3.4936.353.9413.230.95-
2024/74.73.5717.7932.354.9414.110.89-
2024/64.53-7.12-2.0827.653.0313.910.79-
2024/54.888.687.723.124.114.030.78-
2024/44.49-3.5512.8818.243.1713.720.8-
2024/34.661.98-7.8113.740.3513.740.72-
2024/24.571.087.499.095.1313.250.75-
2024/14.528.452.844.522.8413.280.75-
2023/124.17-9.341.753.13-6.8413.310.72-
2023/114.60.93-3.4348.97-7.514.00.69-
2023/104.55-6.070.1744.37-7.913.550.71-
2023/94.8516.943.4939.82-8.7412.980.72-
2023/84.143.95-5.134.97-10.2212.760.73-
2023/73.99-13.9-5.7530.83-10.8613.150.71-
2023/64.632.16-9.2526.84-11.5713.140.8-
2023/54.5313.91-17.922.21-12.0413.570.77-
2023/43.98-21.23-17.2717.67-10.4113.280.79-
2023/35.0518.91-14.4213.7-8.1913.70.83-
2023/24.25-3.28-6.068.64-4.1212.740.89-
2023/14.397.25-2.164.39-2.1613.250.85-
2022/124.1-13.92-10.4157.0415.8613.40.94-
2022/114.764.7-2.1852.9418.5513.990.9-
2022/104.55-2.94-4.2348.1821.0813.60.92-
2022/94.687.214.3443.6424.5113.280.87-
2022/84.373.2436.4138.9527.4813.70.84-
2022/74.23-17.117.4134.5926.4314.860.78-
2022/65.1-7.5724.1630.3527.815.440.68-
2022/55.5214.7836.7225.2528.5616.240.65-
2022/44.81-18.5219.7319.7326.4515.240.69-
2022/35.930.5339.5614.9228.7814.920.7-
2022/24.520.7221.049.0122.5813.590.77-
2022/14.49-1.7924.164.4924.1613.930.75-
2021/124.57-6.0222.9549.2316.1614.180.66-
2021/114.872.533.7644.6615.5114.10.66-
2021/104.755.7513.9839.7913.6112.440.75-
2021/94.4940.1610.5435.0413.5611.290.71-
2021/83.2-11.136.9430.5614.0210.920.73-
2021/73.6-12.3310.5427.3514.9111.750.68-
2021/64.111.7734.5823.7515.6112.170.55-
2021/54.040.5281.6619.6412.2912.290.55去年受新冠肺炎疫情影響導致營收驟減,本年營收逐漸回復。
2021/44.02-5.03113.4115.62.1911.980.56去年受新冠肺炎疫情影響導致營收驟減,本年營收逐漸回復。
2021/34.2313.21-5.8211.58-13.4411.580.64-
2021/23.743.31-11.897.35-17.2911.070.67-
2021/13.62-2.74-22.223.62-22.2210.970.68-
2020/123.722.24-15.1742.38-32.6911.520.67-
2020/113.64-12.65-27.0238.66-34.011.860.65-
2020/104.162.55-22.6135.02-34.6511.220.69-
2020/94.0635.61-24.7930.86-36.010.310.72-
2020/82.99-8.14-32.5426.8-37.419.310.8-
2020/73.266.72-36.0623.8-37.978.540.87-
2020/63.0537.36-41.7120.54-38.277.161.21受新冠肺炎疫情影響,主要市場歐美多國封城,經濟活動暫停,導致營收驟減
2020/52.2218.09-61.1417.49-37.628.61.01受新冠肺炎疫情影響,主要市場歐美多國封城,經濟活動暫停,導致營收驟減
2020/41.88-58.09-64.8415.27-31.5910.620.81受新冠肺炎疫情影響,主要市場歐美多國封城,經濟活動暫停,導致營收驟減
2020/34.495.92-22.4813.38-21.113.380.63-
2020/24.24-8.8-19.248.89-20.3813.280.64-
2020/14.656.07-21.394.65-21.3914.020.61-
2019/124.38-12.04-26.7862.96-7.160.0N/A-
2019/114.98-7.37-7.3158.58-5.260.0N/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)1280.03.37-36.173.286.1553.15-6.841.606.839.9012.638.15-31.515.264.995.43-31.094.33-36.23
2022 (9)1280.05.28101.533.0932.0557.0315.8238.94-1.848.792.4511.9073.985.0118.727.8870.566.79101.48
2021 (8)1280.02.62125.862.342027.2749.2416.1639.675.398.58487.676.8494.874.22580.654.62134.523.37126.17
2020 (7)1280.01.16-57.660.11-96.342.39-32.6637.646.01.46-80.43.51-37.210.62-86.781.97-55.631.49-57.67
2019 (6)1289.42.74682.862.9726.3862.95-7.335.519.847.4535.215.59816.394.6925.44.44282.763.52758.54
2018 (5)11732.950.35-93.272.3560.9667.91302.7932.33-24.165.51-59.690.61-97.753.7462.611.16-76.940.41-91.05
2017 (4)88-2.225.2024.71.46-51.6616.86-12.1442.63-11.8913.67-44.527.1438.332.3-51.375.038.174.5821.81
2016 (3)90-1.14.1713.623.0239.1719.190.5248.3811.3724.6333.7919.6211.164.7334.764.6512.323.7611.57
2015 (2)910.03.6720.332.172.3619.092.843.443.1118.411.117.6516.963.513.854.1418.623.3720.36
2014 (1)910.03.0527.082.1228.4818.577.5942.13018.21015.0903.3824.723.4924.22.827.27

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