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)1613.874.550.60-7.6981.820.6841.67240.01.7651.7269.2322.021.932.9716.72-12.024.46.98-6.4379.434.54-14.8227.531.54-4.35140.620.97-3.9690.26.41-24.5926.434.54-14.8227.5314.3211.1545.84
24Q2 (19)1550.650.650.6530.085.710.4850.092.01.16132.065.7121.6126.7424.719.0021.2533.997.4631.3457.385.335.5441.761.6165.9896.341.0129.4983.648.5017.0852.65.335.5441.7620.0524.5216.02
24Q1 (18)1540.00.00.5019.0542.860.32-17.95-15.790.50-65.7542.8617.0513.364.9215.671.56-2.065.68-16.1-10.275.05-2.1325.310.97-4.9-5.830.7820.044.447.265.5223.265.05-2.1325.312.0923.1638.52
23Q4 (17)1540.00.650.4227.27180.00.3995.0-22.01.4640.38-51.9715.04-9.18-9.9915.4314.81-7.666.7774.0414.365.1644.94224.531.0259.383.030.6527.45182.616.8835.7180.825.1644.94224.53-6.8110.7837.50
23Q3 (16)1540.00.00.33-5.71-71.050.20-20.0-71.831.0448.57-64.1416.56-4.44-27.9113.44-5.22-22.83.89-17.93-53.253.56-5.32-56.050.64-21.95-66.490.51-7.27-70.865.07-8.98-53.743.56-5.32-56.051.10-2.85-27.11
23Q2 (15)1540.00.00.350.0-70.340.25-34.21-77.060.70100.0-60.2317.336.65-36.9814.18-11.38-26.494.74-25.12-57.723.76-6.7-53.690.82-20.39-73.380.551.85-69.785.57-5.43-51.483.76-6.7-53.691.9566.67-29.11
23Q1 (14)1540.651.990.35133.33-38.60.38-24.011.760.35-88.49-38.616.25-2.75-29.6516.00-4.250.316.336.9333.264.03153.46-8.821.034.04-6.360.54134.78-37.215.89140.41-4.234.03153.46-8.82-15.0023.25-26.79
22Q4 (13)153-0.6514.180.15-86.84-65.910.50-29.58100.03.044.8380.9516.71-27.25-15.1316.71-4.022.525.92-28.8561.311.59-80.37-55.080.99-48.1737.50.23-86.86-60.342.45-77.65-46.851.59-80.37-55.08-21.86-45.12-32.22
22Q3 (12)1540.017.561.14-3.39192.310.71-34.8691.892.9064.77130.1622.97-16.4719.717.41-9.7516.388.32-25.7860.08.10-0.25135.471.91-37.9991.01.75-3.85243.1410.96-4.53128.818.10-0.25135.471.2951.8192.87
22Q2 (11)1541.9916.671.18107.02110.711.09220.59147.731.76208.77102.327.519.0538.5419.2920.9447.3611.21136.098.068.1283.7187.963.08180.0175.01.82111.63149.3211.4886.67100.08.1283.7187.9618.1968.28128.30
22Q1 (10)15112.6914.390.5729.5583.870.3436.021.430.57-66.0783.8723.117.3238.7415.95-2.1523.364.7529.435.794.4224.8652.411.152.7846.670.8648.28104.766.1533.4141.714.4224.8652.419.9621.191.79
21Q4 (9)1342.290.00.4412.8237.50.25-32.43-7.411.6833.3363.1119.692.6146.9416.308.9611.643.67-29.42-19.873.542.91-10.830.72-28.018.030.5813.7334.884.61-3.762.93.542.91-10.83-0.35-8.77-24.17
21Q3 (8)131-0.76-2.240.39-30.362.630.37-15.9127.591.2644.8377.4619.19-3.3251.114.9614.29-6.035.20-8.13-19.753.44-20.37-31.061.0-10.7121.950.51-30.142.04.79-16.55-28.43.44-20.37-31.067.9525.1520.62
21Q2 (7)1320.0-6.380.5680.65460.00.4457.14175.00.87180.65163.6419.8519.22104.6413.091.24-18.445.6626.0638.734.3248.97110.731.1249.33180.00.7373.81421.435.7432.2692.624.3248.97110.7321.7338.7630.42
21Q1 (6)132-1.49-2.220.31-3.1334.780.283.740.00.31-69.934.7816.6524.2537.7212.93-11.44-15.934.49-1.97-12.482.90-26.95-12.650.7522.9520.970.42-2.3335.484.34-3.13-14.062.90-26.95-12.6514.88-9.46-1.60
20Q4 (5)1340.0-2.90.32-15.79740.00.27-6.9575.01.0345.07-2.8313.45.5118.0614.60-8.29-6.114.58-29.32255.043.97-20.44863.460.61-25.61306.670.43-14.0816.674.48-33.032535.293.97-20.44863.46--0.00
20Q3 (4)134-4.960.00.38280.00.00.2981.250.00.71115.150.012.730.930.015.92-0.810.06.4858.820.04.99143.410.00.82105.00.00.5257.140.06.69124.50.04.99143.410.0--0.00
20Q2 (3)1414.440.00.10-56.520.00.16-20.00.00.3343.480.09.7-19.770.016.054.360.04.08-20.470.02.05-38.250.00.4-35.480.00.14-54.840.02.98-40.990.02.05-38.250.0--0.00
20Q1 (2)135-2.170.00.23560.00.00.20400.00.00.23-78.30.012.096.520.015.38-1.090.05.13297.670.03.32738.460.00.62313.330.00.31616.670.05.052870.590.03.32738.460.0--0.00
19Q4 (1)1380.00.0-0.050.00.00.040.00.01.060.00.011.350.00.015.550.00.01.290.00.0-0.520.00.00.150.00.0-0.060.00.00.170.00.0-0.520.00.0--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)
2024/106.91.6937.0967.5822.3621.2N/A-
2024/96.78-9.8230.9260.6820.8822.140.74-
2024/87.52-4.024.3853.919.7222.840.71-
2024/77.834.6847.4946.3819.022.480.72-
2024/67.484.545.338.5514.5121.50.84-
2024/57.164.4521.6231.078.9420.110.89-
2024/46.8512.388.2223.915.6517.991.0-
2024/36.121.1-1.0317.054.6517.050.88-
2024/25.04-14.84-6.4310.958.1115.790.95-
2024/15.9122.324.615.9124.6116.140.93-
2023/124.84-10.34-3.2565.46-27.4815.260.89-
2023/115.397.22-2.1160.63-28.9115.60.87-
2023/105.03-2.87-16.2855.23-30.7616.260.84-
2023/95.18-14.32-24.9950.2-31.9416.541.03-
2023/86.0513.82-25.1945.02-32.6516.511.03-
2023/75.313.13-37.5638.98-33.6816.351.04-
2023/65.15-12.52-42.4833.66-33.0217.371.06-
2023/55.89-7.05-35.1428.51-30.9718.381.0-
2023/46.332.76-30.8622.63-29.817.881.03-
2023/36.1614.5-27.5316.29-29.3816.291.12-
2023/25.3813.4-19.1510.13-30.4515.131.21-
2023/14.75-5.04-39.974.75-39.9715.261.2-
2022/125.0-9.29-19.5690.2818.7416.521.0-
2022/115.51-8.28-23.1885.2822.1518.430.9-
2022/106.01-12.98-9.2279.7727.3421.00.79-
2022/96.91-14.5511.7273.7631.6623.490.73-
2022/88.08-5.028.1766.8534.1325.540.67-
2022/78.51-4.9821.2858.7735.026.540.65-
2022/68.95-1.3630.6150.2737.6327.190.71-
2022/59.08-0.9233.5641.3139.2526.750.72-
2022/49.167.7249.8632.2340.9524.330.79-
2022/38.5127.7329.8923.0737.723.070.86-
2022/26.66-15.7943.5714.5742.720.780.96-
2022/17.9127.2341.987.9141.9821.30.93-
2021/126.21-13.3734.1176.0356.9420.010.91.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/117.178.3753.6169.8159.3519.970.91.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/106.627.146.3762.6460.0419.110.941.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/96.18-1.9637.1656.0261.8219.50.841.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/86.3-10.1244.8449.8465.5120.170.811.美國經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/77.012.3282.343.5469.020.670.791.美國及東南亞地區經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/66.860.85121.9736.5266.6719.770.781.美國及東南亞地區經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/56.811.17145.6129.6757.619.460.791.美國及東南亞地區經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/46.11-6.6259.3522.8742.4317.30.89因前期受COVID19影響收入下滑,而本期經濟復甦,需求增加,加上銅價上漲,故本期較前期大幅增加。
2021/36.5541.1941.8716.7537.1116.750.74-
2021/24.64-16.7220.7610.2134.2214.840.84-
2021/15.5720.1847.955.5747.9514.870.84-
2020/124.63-0.7824.3248.44-2.1313.830.88-
2020/114.673.2616.8243.81-4.2813.70.89-
2020/104.520.3613.0539.14-6.313.380.91-
2020/94.513.5215.9834.62-8.3512.710.79-
2020/84.3513.124.5230.11-11.1411.290.88-
2020/73.8524.59-9.9325.76-13.349.71.03-
2020/63.0911.59-24.3621.91-13.919.690.94-
2020/52.77-27.87-36.6718.82-11.9111.220.81-
2020/43.84-16.87-10.5916.06-5.5512.290.74-
2020/34.6220.18-4.1912.22-3.8412.220.83-
2020/23.842.0213.397.6-3.6311.330.9-
2020/13.760.98-16.433.76-16.4311.490.88-
2019/123.73-6.76-13.5949.5-2.280.0N/A-
2019/114.0-0.07-4.3645.77-1.230.0N/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)1540.651.36-55.121.22-53.6165.18-27.814.73-15.735.39-31.344.10-31.213.51-50.423.79-49.472.24-51.93
2022 (9)15314.183.03113.382.6396.2790.2819.7717.4821.647.8564.575.9666.487.0897.217.5103.254.66107.11
2021 (8)1340.01.4237.861.3445.6575.3857.3714.37-6.934.77-6.843.58-2.983.5946.533.6957.022.2563.04
2020 (7)134-2.91.03-2.830.92-19.347.9-2.4615.44-3.865.12-8.083.694.532.45-10.262.35-0.421.38-6.12
2019 (6)1382.221.06-24.291.1412.8749.11-2.1516.065.525.571.643.53-23.592.73-0.732.36-22.111.47-22.63
2018 (5)1351.51.4055.561.0142.2550.1915.5115.2215.225.4822.324.6232.762.7541.033.0350.751.955.74
2017 (4)13311.760.900.00.71-10.1343.4510.1113.21-0.684.484.673.48-0.291.9515.382.0124.071.221.67
2016 (3)1190.00.9000.79315.7939.46-1.1813.3045.044.28943.93.4901.69956.251.6201.20
2015 (2)1190.0-0.2600.191800.039.93-5.69.1711.560.41583.33-1.4600.16700.0-0.450-0.310
2014 (1)119-1.65-0.1800.01042.3-4.458.2200.060-0.9300.020-0.190-0.210

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