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)970.05.430.514.08-62.220.57612.542.51.9334.97-27.997.376.224.9229.17-2.28-11.479.271698.28-7.766.67322.15-69.160.681800.015.250.494.26-60.488.5170.2-65.176.67322.15-69.162.67-21.89267.36
24Q2 (19)970.011.490.49-47.87-32.880.08-77.78-76.471.4352.1310.06.94-0.8636.0829.85-1.78-1.74-0.58-108.02-106.161.58-86.39-87.42-0.04-107.84-108.330.47-48.35-26.565.00-67.15-67.81.58-86.39-87.426.29317.73-38.89
24Q1 (18)976.5911.490.94683.3364.910.360.0-5.260.94-65.6964.917.013.4528.9130.39-7.6911.937.23-35.5-16.0311.61455.526.20.51-26.098.510.91727.2782.015.22108.4938.4911.61455.526.29.02296.11-5.00
23Q4 (17)91-1.094.60.12-91.11-67.570.36-10.05.882.742.240.376.174.5826.4332.92-0.0912.2811.2111.5439.62.09-90.34-68.380.6916.9576.920.11-91.13-65.627.30-70.12-6.532.09-90.34-68.3810.13-3.093.82
23Q3 (16)925.755.751.3584.93107.690.4017.6553.852.68106.1513.565.915.6928.8232.958.469.2110.056.836.7321.6372.2173.460.5922.9273.531.2493.75117.5424.4357.3170.9621.6372.2173.464.8056.503.56
23Q2 (15)870.00.00.7328.07-37.610.34-10.53-22.731.30128.07-23.985.1-6.08-32.3630.3811.932.439.419.2967.1412.5636.52-7.780.482.1314.290.6428.0-37.2515.5341.3115.2112.5636.52-7.782.5941.060.62
23Q1 (14)870.00.00.5754.055.560.3811.7631.030.57-79.125.565.4311.27-29.3927.15-7.435.218.617.2274.299.2039.1822.50.4720.5123.680.556.256.3810.9940.7249.129.2039.1822.58.915.4821.27
22Q4 (13)870.00.00.37-43.08-54.320.3430.77183.332.7315.6846.774.886.55-35.729.32-2.8234.88.039.25128.126.61-46.99-46.950.3914.7144.440.32-43.86-54.937.81-45.35-31.196.61-46.99-46.95-16.36-43.76-5.07
22Q3 (12)870.00.00.65-44.4462.50.26-40.91-10.342.3638.01124.764.58-39.26-39.6630.1731.5244.77.3530.5550.012.47-8.44110.640.34-19.05-8.110.57-44.1262.8614.296.01145.1112.47-8.44110.64-20.6136.125.41
22Q2 (11)870.00.01.17116.67485.00.4451.7251.721.71216.67167.197.54-1.952.0322.9414.2418.495.6313.9728.8313.6281.36381.270.4210.5331.251.02117.02466.6713.4882.9337.6613.6281.36381.27-0.3141.6796.69
22Q1 (10)870.00.00.54-33.3322.730.29141.67-21.620.54-70.9722.737.691.326.8120.08-7.68-12.474.9440.34-25.047.51-39.7320.930.3840.74-19.150.47-33.823.687.37-35.077.287.51-39.7320.930.6634.5941.52
21Q4 (9)870.00.00.81102.5107.690.12-58.62-70.01.8677.1414.117.590.0-4.6521.754.320.933.52-28.16-43.9512.46110.47103.590.27-27.03-46.00.71102.86108.8211.3594.6898.7712.46110.47103.591.35101.25-29.31
21Q3 (8)870.00.00.40100.0-32.20.290.00.01.0564.06-14.637.592.71-29.1320.857.724.484.9012.1325.965.92109.19-1.820.3715.62-11.90.3594.44-32.695.8389.29-5.055.92109.19-1.822.6722.73-10.81
21Q2 (7)870.01.160.20-54.55-42.860.29-21.62-14.710.6445.450.07.392.64-19.4119.36-15.61-0.974.37-33.69-13.292.83-54.43-28.720.32-31.91-30.430.18-52.63-40.03.08-55.17-34.332.83-54.43-28.72-3.46-20.86-14.56
21Q1 (6)870.00.00.4412.8246.670.37-7.554.170.44-73.0146.677.2-9.55-7.3422.946.4515.226.594.9465.166.211.4753.710.47-6.051.610.3811.7646.156.8720.3257.576.211.4753.71-17.62-10.5415.21
20Q4 (5)870.0-2.250.39-33.921.880.4037.935.261.6332.5269.797.96-25.68-22.6421.5528.6620.736.2861.4436.526.121.4953.380.519.056.380.34-34.6217.245.71-7.051.066.121.4953.38--0.00
20Q3 (4)871.160.00.5968.570.00.29-14.710.01.2392.190.010.7116.790.016.75-14.320.03.89-22.820.06.0351.890.00.42-8.70.00.5273.330.06.1430.920.06.0351.890.0--0.00
20Q2 (3)86-1.150.00.3516.670.00.3441.670.00.64113.330.09.1718.020.019.55-1.810.05.0426.320.03.97-1.730.00.4648.390.00.315.380.04.697.570.03.97-1.730.0--0.00
20Q1 (2)87-2.250.00.30-6.250.00.24-36.840.00.30-68.750.07.77-24.490.019.9111.540.03.99-13.260.04.041.250.00.31-34.040.00.26-10.340.04.3615.340.04.041.250.0--0.00
19Q4 (1)890.00.00.320.00.00.380.00.00.960.00.010.290.00.017.850.00.04.600.00.03.990.00.00.470.00.00.290.00.03.780.00.03.990.00.0--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)
2024/112.48-6.7120.0226.4528.757.7N/A-
2024/102.653.4230.4423.9729.727.7N/A-
2024/92.573.4226.6121.3229.637.370.45-
2024/82.486.7528.9718.7530.067.140.46-
2024/72.32-0.2619.2216.2730.226.990.47-
2024/62.33-0.2935.4413.9432.266.940.36-
2024/52.342.9932.9811.6131.647.060.36-
2024/42.27-7.2939.599.2731.36.860.37-
2024/32.4514.1837.527.028.827.00.31-
2024/22.14-11.0424.634.5624.596.640.33-
2024/12.4115.3724.562.4124.566.560.33-
2023/122.091.2627.0422.63-8.586.190.56-
2023/112.061.3826.1220.54-11.116.130.57-
2023/102.040.3826.4418.48-13.955.990.58-
2023/92.035.3533.0516.44-17.225.90.3-
2023/81.92-1.326.5514.42-21.45.60.32-
2023/71.9513.2927.2112.49-25.745.430.33-
2023/61.72-2.1-4.8810.54-31.055.110.37-
2023/51.768.12-54.838.82-34.565.160.37主要係子公司業績較去年同期減少,因去年同期正逢國內疫情延燒,子公司搶進快篩試劑通路,帶動去年當期業績大幅成長。
2023/41.63-8.67-11.637.06-26.335.130.37-
2023/31.783.48-31.315.44-29.825.440.31-
2023/21.72-11.09-28.363.66-29.065.30.31-
2023/11.9417.68-29.671.94-29.675.220.32-
2022/121.640.53-33.2324.76-16.844.890.72-
2022/111.641.64-35.1923.11-15.364.770.74-
2022/101.615.62-38.3221.48-13.344.650.76-
2022/91.520.2-33.3419.87-10.44.580.31-
2022/81.52-0.79-43.5418.34-7.764.860.29-
2022/71.53-15.29-41.0116.82-2.157.230.2-
2022/61.81-53.51-23.0115.294.757.540.29-
2022/53.89111.5557.3213.4810.098.330.26主要係子公司於今年國內疫情延燒期間積極搶進快篩試劑市場通路佈局,帶動流通事業的業績大幅成長。
2022/41.84-29.01-28.59.59-1.876.830.32-
2022/32.597.934.57.757.657.750.56-
2022/22.4-12.725.965.159.37.620.57-
2022/12.7511.7212.42.7512.47.740.56-
2021/122.46-2.417.5229.77-16.437.60.72-
2021/112.52-3.25-19.2727.31-18.087.420.74-
2021/102.6114.14-1.1524.78-17.957.590.72-
2021/92.29-15.12-32.7322.17-19.567.580.61-
2021/82.693.65-26.6619.89-17.717.640.6-
2021/72.610.56-27.0217.19-16.117.420.62-
2021/62.35-5.01-24.814.59-13.817.40.65-
2021/52.47-3.86-12.012.24-11.337.530.64-
2021/42.573.75-20.379.77-11.167.320.66-
2021/32.489.43-16.077.2-7.327.20.58-
2021/22.27-7.4214.714.72-1.957.010.6-
2021/12.456.87-13.572.45-13.577.870.53-
2020/122.29-26.74-43.5235.63-7.588.060.68-
2020/113.1318.461.033.33-3.359.170.6-
2020/102.64-22.31-19.1530.21-3.789.710.56-
2020/93.4-7.46-4.7927.57-2.010.630.32-
2020/83.673.145.8524.17-1.5910.360.33-
2020/73.5613.914.5920.5-2.829.50.36-
2020/63.1311.161.4516.93-4.259.170.59-
2020/52.81-13.0-11.7613.81-5.459.00.6-
2020/43.239.367.0211.0-3.698.160.66-
2020/32.9649.575.267.76-7.547.760.73-
2020/21.98-30.25-12.054.81-13.988.870.64-
2020/12.83-30.16-15.272.83-15.270.0N/A-
2019/124.0631.0235.9338.5521.420.0N/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)914.62.710.371.4810.4522.61-8.4230.9725.649.8859.111.2611.262.2345.753.2825.192.494.62
2022 (9)870.02.7046.741.3426.4224.69-17.0624.6516.166.2128.8410.1246.881.536.252.6229.062.3846.91
2021 (8)870.01.8414.291.06-16.5429.77-16.4221.2210.354.821.696.8935.631.44-14.792.037.981.6214.08
2020 (7)87-2.251.6169.471.2742.735.62-7.4319.2319.374.7450.05.0865.471.6939.671.8854.11.4265.12
2019 (6)89-1.110.954650.00.89038.4821.7316.1116.233.1603.0701.2101.2200.864200.0
2018 (5)900.00.020.0-0.33031.612.9613.863.51-1.710-0.460-0.540-0.200.020.0
2017 (4)900.00.02-80.00.040.030.7-8.5213.3914.94-1.040-1.190-0.320-0.3400.02-85.71
2016 (3)90-3.230.10-79.170.040.033.56-6.6711.650.6-1.420-1.620-0.480-0.3700.14-68.89
2015 (2)93-1.060.4871.430.04035.96-19.0811.587.22-1.410-0.010-0.510-0.100.4540.62
2014 (1)940.00.280-0.41044.44-12.1710.800-0.8500.660-0.3800.3400.320

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