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(%)
24Q4 (20)217-0.462.361.14-12.98612.50.53-73.89-65.816.4620.9761.581.39-8.788.667.09-23.43-5.212.71-56.71-45.143.44-4.71391.432.21-60.47-40.272.47-13.64626.474.35-3.97383.333.44-4.71391.43-7.77-19.48-23.11
24Q3 (19)2180.932.831.31-25.99-31.052.0327.6759.845.3432.5139.0689.22-6.776.679.266.56-3.746.2623.2340.043.61-17.58-30.715.5915.0249.472.86-25.13-29.214.53-17.03-24.53.61-17.58-30.71-11.26-24.0112.91
24Q2 (18)2161.411.891.77-22.0355.261.59-1.85127.144.0377.53108.8195.7-15.7542.018.6912.27-1.255.0813.3941.54.38-2.6712.024.86-4.52100.833.82-20.9158.515.46-3.3610.984.38-2.6712.0217.95648.361.33
24Q1 (17)2130.470.952.271318.75183.751.624.5260.42.27-43.25183.75113.5951.6664.127.743.480.524.48-9.318.744.50542.8666.675.0937.5778.64.831320.59187.55.65527.7866.674.50542.8666.6720.60613.5913.29
23Q4 (16)2120.05.470.16-91.58-52.941.5522.0547.624.004.17-1.9674.9-10.4526.487.48-22.25-14.714.9410.515.330.70-86.56-50.03.7-1.0733.090.34-91.58-50.720.90-85.0-55.670.70-86.56-50.06.83-12.4551.74
23Q3 (15)2120.04.431.9066.6795.881.2781.43388.463.8498.961.5983.6424.1140.349.629.3232.694.4724.5195.25.2133.2542.353.7454.55172.994.0467.63104.046.0021.9528.765.2133.2542.3510.7454.5925.37
23Q2 (14)2120.477.071.1442.5-9.520.70-30.692.941.93141.25-31.5667.39-2.63-12.748.8014.2919.893.59-12.8620.883.9144.8115.02.42-15.095.682.4143.45-3.64.9245.1314.423.9144.8115.07.1288.89-17.25
23Q1 (13)2114.988.760.80135.29-48.721.01-3.8114.770.80-80.39-48.7269.2116.87-18.277.70-12.2-1.664.12-12.1519.422.7092.86-29.132.852.52-2.41.68143.48-44.553.3967.0-28.932.7092.86-29.138.1235.17150.02
22Q4 (12)201-0.999.240.34-64.95-58.021.05303.8531.254.087.94-5.3459.22-0.64-27.858.7720.9727.844.69104.868.711.40-61.75-30.02.78102.9221.930.69-65.15-53.692.03-56.44-18.471.40-61.75-30.0-11.73-43.98121.05
22Q3 (11)2032.537.410.97-23.02-24.810.26-61.76-78.333.7834.047.0859.6-22.83-29.217.25-1.23-0.552.29-22.9-43.033.667.6520.01.37-40.17-59.471.98-20.8-18.184.668.3722.633.667.6520.0-15.81-21.12-42.24
22Q2 (10)1982.0610.01.26-19.2323.530.68-22.73-49.252.8280.7725.8977.23-8.8-3.447.34-6.26-1.082.97-13.91-32.653.40-10.7641.672.29-21.58-35.132.5-17.4936.614.30-9.8540.523.40-10.7641.67-2.8236.68-6.37
22Q1 (9)1945.438.381.5692.5926.830.8810.0-22.121.56-63.8126.8384.683.177.947.8314.142.893.4524.1-14.183.8190.527.02.9228.07-7.33.03103.3637.734.7791.5728.923.8190.527.00.3327.69-11.66
21Q4 (8)184-2.652.790.81-37.2142.110.80-33.33-23.084.3122.144.1582.08-2.5114.916.86-5.9-2.422.78-30.85-25.672.00-34.4325.02.28-32.54-14.611.49-38.4346.082.49-34.4723.882.00-34.4325.01.38-5.37-21.89
21Q3 (7)1895.05.591.2926.4774.321.20-10.4518.813.5357.5945.2784.195.2614.367.29-1.750.554.02-8.846.073.0527.0848.783.38-4.2521.152.4232.2483.333.8024.1846.153.0527.0848.783.604.704.06
21Q2 (6)1800.560.01.02-17.0713.331.3418.5826.422.2482.1132.5479.981.9520.587.42-2.5-8.174.419.74.262.40-20.0-11.443.5312.0626.071.83-16.8212.963.06-17.3-4.382.40-20.0-11.445.8949.3613.61
21Q1 (5)1790.00.01.23115.7955.71.138.6566.181.23-58.8655.778.459.8340.777.618.25-0.394.027.498.653.0087.54.533.1517.9852.912.2115.6956.033.7084.082.783.0087.54.53--0.00
20Q4 (4)1790.00.00.57-22.970.01.042.970.02.9923.050.071.43-2.970.07.03-3.030.03.74-1.320.01.60-21.950.02.67-4.30.01.02-22.730.02.01-22.690.01.60-21.950.0--0.00
20Q3 (3)179-0.560.00.74-17.780.01.01-4.720.02.4343.790.073.6210.990.07.25-10.270.03.79-10.40.02.05-24.350.02.79-0.360.01.32-18.520.02.60-18.750.02.05-24.350.0--0.00
20Q2 (2)1800.560.00.9013.920.01.0655.880.01.69113.920.066.3319.020.08.085.760.04.2314.320.02.71-5.570.02.835.920.01.6214.890.03.20-11.110.02.71-5.570.0--0.00
20Q1 (1)1790.00.00.790.00.00.680.00.00.790.00.055.730.00.07.640.00.03.700.00.02.870.00.02.060.00.01.410.00.03.600.00.02.870.00.0--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)
2025/223.63-18.26-5.5452.53-21.4379.09N/A-
2025/128.918.83-30.9328.91-30.9380.94N/A-
2024/1226.564.2813.46379.8628.781.350.51-
2024/1125.47-13.14-2.12353.330.0184.090.49-
2024/1029.320.0715.12327.8333.4287.310.47-
2024/929.32.13-3.21298.5135.5389.220.46-
2024/828.69-8.14-3.23269.2141.7187.320.47-
2024/731.2313.9931.68240.5250.0290.580.46客戶需求增加
2024/627.4-14.2625.64209.2953.295.70.4客戶需求增加
2024/531.95-12.129.59181.8958.44115.020.33客戶需求增加
2024/436.35-22.1873.65149.9466.33108.080.35客戶需求增加
2024/346.7286.7688.72113.5964.12113.590.35客戶需求增加
2024/225.01-40.231.0266.8750.4290.30.44客戶需求增加
2024/141.8578.65112.5241.85112.5291.30.44客戶需求增加
2023/1223.43-9.9624.98295.175.1474.920.64-
2023/1126.022.1625.56271.743.7281.770.59-
2023/1025.47-15.8628.95245.721.8485.390.56-
2023/930.272.1137.86220.25-0.5783.640.4-
2023/829.6525.051.83189.97-4.875.170.44客戶需求增加
2023/723.728.7730.89160.33-10.9470.180.48-
2023/621.8-11.56-7.71136.61-15.6267.390.52-
2023/524.6617.78-15.22114.8-16.9770.350.5-
2023/420.93-15.45-14.6290.15-17.4470.450.5-
2023/324.760.0-17.8669.21-18.2669.210.52-
2023/224.7625.734.9944.45-18.4763.20.57-
2023/119.695.06-36.3619.69-36.3659.160.6-
2022/1218.74-9.54-32.27280.73-13.5359.220.65-
2022/1120.724.92-26.61261.99-11.7962.430.62-
2022/1019.75-10.05-24.5241.26-10.2361.240.63-
2022/921.9612.46-19.02221.51-8.6959.60.78-
2022/819.537.76-32.16199.55-7.3961.280.76-
2022/718.12-23.33-35.93180.03-3.5770.840.66-
2022/623.63-18.74-7.64161.912.1977.240.52-
2022/529.0818.616.27138.284.0983.750.48-
2022/424.52-18.64-9.27109.193.5278.240.51-
2022/330.1427.88.1684.677.9384.670.42-
2022/223.58-23.7912.1654.537.8182.130.43-
2022/130.9512.134.7130.954.7186.780.41-
2021/1227.6-2.265.94324.6121.5282.00.43-
2021/1128.247.9325.27297.0123.2181.520.43-
2021/1026.16-3.5214.55268.7723.082.070.43-
2021/927.12-5.79-0.67242.6123.9884.190.33-
2021/828.791.7723.08215.4927.9882.660.34-
2021/728.2810.5323.36186.7128.7781.240.35-
2021/625.59-6.526.34158.4329.7979.980.29-
2021/527.371.2639.9132.8430.4782.260.29-
2021/427.03-3.011.91105.4728.2375.920.31-
2021/327.8732.5411.3678.4540.7578.450.26-
2021/221.02-28.8556.3550.5864.7176.60.27客戶需求增加
2021/129.5513.5771.2229.5571.2278.120.27客戶需求增加
2020/1226.0215.4332.79266.9816.9771.40.33-
2020/1122.54-1.2913.09240.9615.4872.590.32-
2020/1022.84-16.0610.55218.4215.7373.430.32-
2020/927.2116.3441.94195.5816.3773.520.35-
2020/823.392.0113.09168.3713.0866.530.39-
2020/722.9313.412.03144.9813.0862.70.41-
2020/620.223.343.47122.0613.2866.290.43-
2020/519.56-26.23-5.23101.8415.4571.140.4-
2020/426.525.8237.3282.2821.770.0N/A-
2020/325.0686.3440.8955.7615.550.0N/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
2024 (10)2172.366.2859.395.7727.37379.928.728.20-2.844.678.354.0427.0417.7539.6519.2269.1913.9965.17
2023 (9)2125.473.942.874.5357.84295.145.138.448.624.3129.043.180.6312.7135.7911.360.268.473.29
2022 (8)2019.243.832.132.87-35.79280.73-13.547.776.583.34-12.113.1621.079.36-24.2111.336.998.23.27
2021 (7)1842.793.7537.364.4718.25324.6921.567.29-2.543.80-1.812.6115.4912.3519.6710.5941.587.9448.13
2020 (6)1790.02.735.03.7829.9267.1117.037.48-5.443.875.742.26-4.2410.3223.597.4810.815.3614.04
2019 (5)1790.02.60-9.722.9114.12228.2415.797.91-12.53.66-8.042.36-20.548.356.516.75-10.244.7-9.96
2018 (4)1790.02.8848.452.5520.28197.126.649.048.783.9823.222.9736.877.8431.327.5254.415.2248.72
2017 (3)1790.01.94-21.772.12-9.01184.84-1.778.311.473.23-7.982.17-14.575.97-9.554.87-19.13.51-21.65
2016 (2)1790.02.48-21.772.33-10.04188.176.488.19-10.983.51-11.592.54-24.856.6-5.856.02-15.924.48-22.36
2015 (1)1790.03.17-8.122.59-6.16176.72-13.619.2003.9703.3807.01-6.917.16-7.975.77-7.38

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