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)2201.381.380.18143.9-63.270.24140.014.29-0.5923.38-150.4324.33-3.53-8.9439.055.684.31.731117.65-21.721.24130.92-65.750.421150.0-28.810.4144.44-62.621.25127.23-71.911.24130.92-65.759.6263.38134.28
24Q2 (19)2170.00.0-0.41-17.14-236.670.10128.57-47.37-0.77-120.0-213.2425.2222.78-14.2236.95-3.751.26-0.1797.13-105.74-4.018.24-324.02-0.0496.72-104.6-0.9-16.88-236.36-4.5922.07-222.07-4.018.24-324.02-3.48-110.04-235.72
24Q1 (18)2170.00.0-0.35-202.94-192.11-0.35-600.0-185.37-0.35-123.18-192.1120.54-29.75-28.6638.399.52.24-5.93-586.07-221.02-4.37-280.58-271.37-1.22-438.89-186.52-0.77-204.05-193.9-5.89-282.92-227.77-4.37-280.58-271.37-10.16-116.78-333.33
23Q4 (17)2170.00.00.34-30.61-12.820.07-66.67-89.861.5129.06-59.329.249.43-11.0735.06-6.36-1.931.22-44.8-77.322.42-33.15-6.20.36-38.98-79.660.74-30.84-12.943.22-27.64-4.732.42-33.15-6.20.1616.36-28.07
23Q3 (16)2170.00.00.4963.33-53.770.2110.53-78.121.1772.06-64.6526.72-9.12-12.7137.442.61.682.21-25.34-75.363.62102.23-52.120.59-32.18-78.551.0762.12-53.884.4518.35-53.743.62102.23-52.12-3.5021.14-21.56
23Q2 (15)2170.00.00.30-21.05-85.150.19-53.66-62.750.6878.95-69.7829.42.125.4536.49-2.82-6.962.96-39.59-49.491.79-29.8-88.620.87-38.3-46.950.66-19.51-84.933.76-18.44-78.511.79-29.8-88.62-5.16-11.80-47.12
23Q1 (14)2170.00.00.38-2.5665.220.41-40.58472.730.38-89.7665.2228.79-12.4411.5537.555.0313.14.90-8.928066.672.55-1.1630.11.41-20.3414000.00.82-3.5360.784.6136.3955.222.55-1.1630.1-2.51-32.88-34.35
22Q4 (13)2170.00.00.39-63.21-17.020.69-28.1368.293.7112.08574.5532.887.428.7335.75-2.910.145.38-40.028.472.58-65.87-22.991.77-35.6418.00.85-63.36-15.843.38-64.86-36.352.58-65.87-22.998.61-55.3730.05
22Q3 (12)2170.00.01.06-47.52541.670.9688.24455.563.3147.114037.530.619.7933.5536.82-6.125.178.9753.07621.517.56-51.94436.02.7567.68805.132.32-47.03554.99.62-45.03812.597.56-51.94436.08.90365.37325.94
22Q2 (11)2170.00.02.02778.26551.610.51563.641375.02.25878.26603.1227.888.0223.4239.2218.1310.295.869666.67902.7415.73702.55431.421.6416300.01125.04.38758.82553.7317.50489.23575.6815.73702.55431.42-3.32363.60218.41
22Q1 (10)2170.00.00.23-51.062200.0-0.11-126.83-173.330.23-58.182200.025.81-14.6523.0833.20-7.0-19.960.06-98.79-97.161.96-41.491860.00.01-99.33-97.730.51-49.52450.02.97-44.07324.291.96-41.491860.08.64122.3862.51
21Q4 (9)2170.00.00.47295.8342.420.41251.85-43.060.55587.5-50.8930.2431.9411.2235.701.97-8.724.96388.37-17.473.35248.8925.471.5484.62-7.981.01298.0438.365.31493.3384.373.35248.8925.4716.7059.20-161.57
21Q3 (8)2170.00.0-0.24-177.42-192.31-0.27-575.0-193.10.08-75.0-89.8722.921.460.3535.01-1.55-12.98-1.72-135.62-145.74-2.25-176.01-191.84-0.39-143.75-145.35-0.51-176.12-191.07-1.35-152.12-139.71-2.25-176.01-191.844.601411.29-350.83
21Q2 (7)2170.00.00.313000.0138.46-0.04-126.67-122.220.323100.0-39.6222.597.734.9235.56-14.27-10.59-0.73-134.6-123.72.962860.0138.71-0.16-136.36-124.240.673250.0139.292.59270.00.782.962860.0138.71-7.571451.52-102.92
21Q1 (6)2170.00.00.01-96.97-97.50.15-79.17-69.390.01-99.11-97.520.97-22.88-15.4441.486.065.392.11-64.89-67.130.10-96.25-97.130.44-73.01-72.330.02-97.26-97.70.70-75.69-87.570.10-96.25-97.13-1.91-35.0234.55
20Q4 (5)2170.00.00.3326.92-41.070.72148.28-32.711.1241.77-45.127.1919.05-5.4639.11-2.78-6.216.0159.84-44.042.678.98-37.761.6389.53-47.250.7330.36-40.652.88-15.29-57.652.678.98-37.76--0.00
20Q3 (4)2170.00.00.26100.00.00.2961.110.00.7949.060.022.846.080.040.231.160.03.7622.080.02.4597.580.00.8630.30.00.56100.00.03.4032.30.02.4597.580.0--0.00
20Q2 (3)2170.00.00.13-67.50.00.18-63.270.00.5332.50.021.53-13.190.039.771.040.03.08-52.020.01.24-64.370.00.66-58.490.00.28-67.820.02.57-54.350.01.24-64.370.0--0.00
20Q1 (2)2170.00.00.40-28.570.00.49-54.210.00.40-80.390.024.8-13.770.039.36-5.610.06.42-40.220.03.48-18.880.01.59-48.540.00.87-29.270.05.63-17.210.03.48-18.880.0--0.00
19Q4 (1)2170.00.00.560.00.01.070.00.02.040.00.028.760.00.041.700.00.010.740.00.04.290.00.03.090.00.01.230.00.06.800.00.04.290.00.0--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)
2024/118.22-2.7212.4586.75-13.4424.89N/A-
2024/108.452.75.5578.53-15.4824.29N/A-
2024/98.237.97-9.370.08-17.4624.331.14-
2024/87.62-10.21-14.961.86-18.4324.381.14-
2024/78.482.44-2.4454.24-18.9125.421.09-
2024/68.28-4.35-23.545.75-21.3725.221.13-
2024/58.664.63-14.2437.47-20.8824.911.14-
2024/48.283.72-2.3128.81-22.6822.431.26-
2024/37.9829.13-31.3620.54-28.6720.541.53-
2024/26.18-3.16-21.1312.56-26.8526.481.18-
2024/16.38-54.18-31.656.38-31.6527.611.14-
2023/1213.9390.569.81114.15-2.5929.241.08-
2023/117.31-8.69-34.88100.22-4.0924.381.3-
2023/108.0-11.75-10.892.91-0.3926.031.21-
2023/99.071.3-15.9484.910.7126.721.43-
2023/88.952.94-11.9875.843.1628.481.34-
2023/78.7-19.67-9.8866.895.5929.621.29-
2023/610.837.22-14.0258.198.3729.41.33-
2023/510.119.1826.6847.3615.2330.191.3-
2023/48.47-27.1115.7737.2712.4827.931.4-
2023/311.6248.3615.4828.7911.5428.791.47-
2023/27.83-16.0815.9717.179.0329.851.41-
2023/19.34-26.373.819.343.8133.241.27-
2022/1212.6813.0-0.44117.1821.1432.881.14-
2022/1111.2225.0525.58104.524.4130.991.21-
2022/108.97-16.834.793.2824.2729.931.25-
2022/910.796.0831.2384.3126.830.611.45-
2022/810.175.449.3273.5226.1732.411.37-
2022/79.65-23.3622.3863.3423.1130.211.47-
2022/612.5957.9832.2953.6923.2427.881.55-
2022/57.978.9238.741.120.7125.351.7-
2022/47.32-27.3-0.333.1317.0524.141.79-
2022/310.0748.9919.6525.8123.1325.811.61-
2022/26.76-24.871.6215.7525.4628.491.46-
2022/18.99-29.452.328.9952.3230.671.36本月增減百分比達50%以上,主係供貨較為穩定,且客戶需求增加所致。
2021/1212.7442.5417.8196.730.3830.241.23-
2021/118.944.273.1683.99-1.8225.731.44-
2021/108.574.2312.0475.06-2.3823.61.57-
2021/98.2220.70.5366.49-3.9722.921.64-
2021/86.81-13.610.4258.26-4.5824.211.55-
2021/77.88-17.16-0.8251.45-5.223.151.63-
2021/69.5265.6429.1343.57-5.9522.61.29-
2021/55.75-21.7-21.2834.05-12.5921.51.36-
2021/47.34-12.747.0428.3-10.5922.41.3-
2021/38.4126.53-20.1520.96-15.4720.961.0-
2021/26.6512.6-17.1212.55-12.0123.360.9-
2021/15.9-45.39-5.445.9-5.4425.380.82-
2020/1210.8124.81-10.5496.36-8.1827.120.68-
2020/118.6613.2512.5385.55-7.8724.490.75-
2020/107.65-6.47-14.676.89-9.7222.610.81-
2020/98.1820.566.269.24-9.1422.910.97-
2020/86.78-14.68-18.9561.06-10.8722.11.01-
2020/77.957.850.2154.28-9.7422.620.99-
2020/67.370.97-22.5446.33-11.2621.531.02-
2020/57.36.46-7.8538.96-8.7424.690.89-
2020/46.86-34.92-15.9431.66-8.9525.410.86-
2020/310.5431.341.9724.8-6.8124.80.83-
2020/28.0228.4720.8814.27-12.3826.350.78-
2020/16.24-48.34-35.266.24-35.260.0N/A-
2019/1212.0957.0211.29104.950.050.0N/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)2170.01.51-58.970.89-56.59114.15-2.5936.610.882.83-46.22.57-62.593.23-47.564.57-52.893.29-59.18
2022 (9)2170.03.68569.092.05720.0117.1821.1436.29-1.285.26267.836.87458.546.16346.389.7377.838.06577.31
2021 (8)2170.00.55-50.450.25-85.0396.730.3836.76-7.151.43-70.991.23-51.01.38-70.952.03-42.171.19-51.23
2020 (7)2170.01.11-45.051.67-38.1596.36-8.239.59-3.114.93-32.562.51-40.664.75-38.073.51-43.022.44-44.92
2019 (6)2170.02.0280.362.70157.14104.970.1940.8614.877.31163.94.2381.557.67164.486.16103.974.4381.56
2018 (5)2170.01.12-37.081.05-35.58104.77-1.7935.57-4.282.77-37.752.33-36.342.9-38.953.02-40.322.44-37.28
2017 (4)2170.461.78-9.641.63-27.56106.6811.4737.16-14.654.45-28.573.66-18.854.75-20.35.06-4.893.89-9.74
2016 (3)2168.01.97-34.332.25-20.7795.75.5443.545.376.23-28.064.51-32.795.96-24.085.32-30.824.31-29.0
2015 (2)2009.293.00-5.362.8419.3390.6812.6941.32-0.638.660.816.71-8.467.8513.67.691.856.073.23
2014 (1)1837.023.1732.082.3830.7780.4724.1841.5808.5907.3306.9134.177.5542.455.8841.69

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