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)1220.00.02.18-17.7448.32.3214.85103.516.7747.4974.4818.87.3740.333.01-6.865.6719.42-0.7738.0214.92-23.335.743.656.4194.152.66-17.6548.618.50-22.828.514.92-23.335.7412.969.4323.01
24Q2 (19)1220.00.02.6536.668.792.0231.17169.334.59136.690.4617.5118.5564.5735.447.3327.4419.5712.4797.0819.4612.298.93.4333.46223.583.2336.2968.2323.9715.5223.6219.4612.298.99.4141.2318.69
24Q1 (18)1220.00.01.9445.86130.951.546.21214.291.94-62.69130.9514.770.2736.1333.024.7638.9717.404.0787.317.3344.4280.152.574.47154.462.3746.3130.120.7532.056.1317.3344.4280.155.1018.1716.70
23Q4 (17)1220.00.01.33-9.52269.441.4527.19195.925.2034.0244.4414.739.9325.6831.520.935.9216.7218.83120.012.00-14.95187.772.4630.85176.41.62-9.5260.015.72-7.8147.9512.00-14.95187.7717.94-7.9539.59
23Q3 (16)1220.00.01.47-6.37-17.881.1452.083.873.8861.019.7513.425.9415.9231.2412.3319.7414.0741.6945.3514.11-21.04-25.971.8877.3667.861.79-6.77-18.2617.05-12.07-22.6414.11-21.04-25.9712.0040.2752.53
23Q2 (15)1220.00.01.5786.942.730.7553.0622.952.41186.967.3610.64-1.94-1.0227.8117.054.359.936.89-1.9717.8785.7644.01.064.95-2.751.9286.4142.2219.3945.923.3517.8785.7644.0-4.68110.1226.53
23Q1 (14)1220.00.00.84133.33147.060.490.0-5.770.84-76.67147.0610.85-7.4215.9223.762.46-7.49.2922.2427.099.62130.7110.51.0113.4848.531.03128.89145.2413.29109.62164.749.62130.7110.5-3.0226.72-10.48
22Q4 (13)1220.00.00.36-79.89-60.440.49-20.97-31.943.6011.1117.6511.721.3812.0523.19-11.12-14.117.60-21.49-30.344.17-78.12-62.090.89-20.54-21.930.45-79.45-59.826.34-71.23-51.824.17-78.12-62.094.46-8.58-9.66
22Q3 (12)1220.00.01.7962.73115.660.621.64-1.593.24125.050.711.567.5310.9426.09-2.1-8.39.68-4.443.4219.0653.5992.141.122.7514.292.1962.22116.8322.0440.288.8619.0653.5992.1411.19143.139.47
22Q2 (11)1220.00.01.10223.5330.950.6117.3110.911.44323.539.0910.7514.8514.026.653.86-3.2710.1338.581.412.41171.5512.411.0960.2915.961.35221.4331.0715.72213.1514.2412.41171.5512.412.1780.44-5.24
22Q1 (10)1220.00.00.34-62.64-29.170.52-27.7885.710.34-88.89-29.179.36-10.5212.125.66-4.960.237.31-33.015.34.57-58.45-38.820.68-40.3528.30.42-62.5-27.595.02-61.85-45.734.57-58.45-38.82-5.07-26.50-6.75
21Q4 (9)1220.00.00.919.64145.950.7214.297.463.0642.3343.6610.460.384.1827.00-5.119.0510.9116.563.1211.0010.89120.881.1416.337.551.1210.89143.4813.1612.7789.3511.0010.89120.885.444.2314.42
21Q3 (8)1220.00.00.83-1.1976.60.6314.55-12.52.1562.8822.1610.4210.52.8628.453.277.089.36-6.31-12.939.92-10.1467.570.984.26-10.091.01-1.9477.1911.67-15.1952.559.92-10.1467.5711.7136.9155.49
21Q2 (7)1220.00.00.8475.0-24.320.5596.43-48.61.32175.02.339.4312.932.3927.557.62-12.299.9957.57-33.4411.0447.79-24.590.9477.36-31.881.0377.59-23.713.7648.76-11.7911.0447.79-24.59-1.9552.3719.11
21Q1 (6)1220.00.00.4829.73152.630.28-58.21250.00.48-77.46152.638.35-16.8329.6625.6012.870.436.34-40.0851.317.4750.087.690.53-50.096.30.5826.09152.179.2533.0948.717.4750.087.69-8.864.22-32.58
20Q4 (5)1220.01.670.37-21.2860.870.67-6.9436.732.1321.02-11.2510.04-0.898.5422.68-14.640.8410.58-1.5863.784.98-15.88110.131.06-2.7576.670.46-19.364.296.95-9.15131.674.98-15.88110.13--0.00
20Q3 (4)1220.00.00.47-57.660.00.72-32.710.01.7636.430.010.139.990.026.57-15.410.010.75-28.380.05.92-59.560.01.09-21.010.00.57-57.780.07.65-50.960.05.92-59.560.0--0.00
20Q2 (3)1220.00.01.11484.210.01.071237.50.01.29578.950.09.2143.010.031.4123.220.015.01258.230.014.64267.840.01.38411.110.01.35486.960.015.60150.80.014.64267.840.0--0.00
20Q1 (2)1221.670.00.19-17.390.00.08-83.670.00.19-92.080.06.44-30.380.025.4913.340.04.19-35.140.03.9867.930.00.27-55.00.00.23-17.860.06.22107.330.03.9867.930.0--0.00
19Q4 (1)1200.00.00.230.00.00.490.00.02.400.00.09.250.00.022.490.00.06.460.00.02.370.00.00.60.00.00.280.00.03.000.00.02.370.00.0--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)
2024/105.55-6.2413.4856.6842.8117.95N/A-
2024/95.92-8.7621.4351.1346.9318.860.33-
2024/86.490.3950.0845.2251.0818.950.33本業及子公司營收成長。
2024/76.467.6256.8938.7351.2518.670.33本業及子公司營收成長。
2024/66.0-3.3859.4732.2450.0217.570.37本業及子公司營收成長。
2024/56.2116.077.5426.2748.1817.20.38本業及子公司營收成長。
2024/45.35-4.8659.3220.0540.9614.270.462023年度成立子公司衡星與併購美國SACO公司,納入合併營收
2024/35.6371.1229.5914.735.2914.70.39-
2024/23.29-43.1-4.99.0739.0813.660.42-
2024/15.7826.0388.775.7888.7715.70.372023年度成立子公司衡星與併購美國SACO公司,納入合併營收
2023/124.59-13.932.1349.614.6814.80.38-
2023/115.338.9926.1545.0113.1515.090.37-
2023/104.890.3131.7639.6911.6114.080.4-
2023/94.8712.7626.8334.89.2613.310.45-
2023/84.324.956.8329.936.8512.20.5-
2023/74.129.394.9925.616.8611.380.53-
2023/63.767.552.4321.497.2210.620.53-
2023/53.54.1-7.3717.738.311.20.5-
2023/43.36-22.624.1914.2313.011.160.5-
2023/34.3425.5742.8110.8716.0410.870.52-
2023/23.4612.9427.036.523.169.990.56-
2023/13.06-11.77-14.93.06-14.910.760.52-
2022/123.47-17.8-8.6743.2511.5711.40.56-
2022/114.2213.849.3739.7813.7711.770.55-
2022/103.71-3.4332.2735.5614.3211.60.55-
2022/93.84-5.016.2331.8512.5411.810.6-
2022/84.043.1416.6128.0113.4611.640.61-
2022/73.926.7216.9423.9612.9511.370.63-
2022/63.67-2.747.8820.0412.210.680.75-
2022/53.7817.134.5416.3713.2210.040.8-
2022/43.236.05-0.9612.598.088.990.9-
2022/33.0411.71.969.3611.69.360.87-
2022/22.72-24.3420.896.3216.9110.120.8-
2022/13.6-5.3114.083.614.0811.260.72-
2021/123.8-1.562.2938.768.2410.470.75-
2021/113.8637.682.4734.968.9310.280.76-
2021/102.8-22.44-2.5831.19.799.890.79-
2021/93.624.2613.2328.311.1910.440.67-
2021/83.473.448.6724.6810.910.230.69-
2021/73.35-1.530.3821.2111.279.570.74-
2021/63.4121.296.1417.8613.589.470.66-
2021/52.81-13.79-2.3814.4515.499.050.69-
2021/43.269.194.1311.6520.828.490.73-
2021/32.9832.4323.068.3928.858.390.66-
2021/22.25-28.648.595.4132.289.120.6-
2021/13.15-15.122.663.1522.6610.640.52-
2020/123.72-1.3826.8635.81-2.1910.360.51-
2020/113.7730.883.9132.1-4.729.840.54-
2020/102.88-9.85-6.9528.33-5.769.260.57-
2020/93.190.051.8325.45-5.629.730.68-
2020/83.19-4.44-11.6222.26-6.619.740.67-
2020/73.344.1-9.719.06-5.719.420.7-
2020/63.2111.5414.0215.72-4.829.210.74-
2020/52.88-8.04-7.812.52-8.688.430.81-
2020/43.1329.055.189.64-8.957.070.96-
2020/32.4259.89-14.296.51-14.476.510.94-
2020/21.52-41.06-12.694.09-14.587.020.87-
2020/12.57-12.19-15.652.57-15.659.130.67-
2019/122.93-19.2212.6136.624.180.0N/A-
2019/113.6317.1912.4133.693.50.0N/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)1220.05.1544.663.8270.5449.6214.3628.9514.212.9248.1713.3129.736.4169.588.148.626.3544.32
2022 (9)1220.03.5617.112.243.2343.3912.2125.35-6.878.72-6.0310.263.013.785.295.4516.954.417.96
2021 (8)1220.03.0443.42.17-14.2338.677.9327.222.69.28-12.629.9631.923.59-5.534.6640.793.7343.46
2020 (7)1221.672.12-10.922.5356.1735.83-0.7226.5314.610.6275.837.553.853.874.313.317.122.6-10.03
2019 (6)120-6.252.3810.191.62189.2936.093.5323.1525.546.0451.387.27-8.672.1856.833.09-11.462.893.96
2018 (5)128-17.422.1619.340.56-72.4134.86-15.718.443.773.99-46.017.9616.721.39-54.433.492.952.78-1.42
2017 (4)155-9.361.81-23.952.03-19.1241.35-16.4817.77-10.887.39-4.46.82-18.033.05-20.373.39-30.672.82-31.55
2016 (3)171-0.582.3856.582.51126.1349.51-3.5119.949.927.73106.688.3262.823.8399.484.8953.294.1257.25
2015 (2)172-0.581.52-14.611.11-34.7151.3110.6518.14-15.433.74-35.525.11-23.851.92-28.623.19-14.482.62-15.76
2014 (1)1730.01.7883.511.7051.7946.373.6421.4505.8006.7102.6944.623.7372.693.1185.12

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