. 愛玩股

   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)410.00.0-0.23-475.0-475.0-0.22-214.29-214.29-0.31-287.5-63.160.010.00.0-180.96-677.04-1272.02-835.05-102.04-40.23-1666.90-600.55-510.85-0.05-66.67-66.67-0.09-350.0-800.0-840.75-280.07-266.84-1666.90-600.55-510.850.00-254.16-107.14
24Q2 (19)410.00.0-0.04-33.3342.86-0.070.041.67-0.08-166.6750.00.010.00.031.3631.21126.24-413.31-25.2246.92-237.94-78.2247.53-0.030.040.0-0.02-100.033.33-221.21-107.9648.7-237.94-78.2247.530.0028.4939.06
24Q1 (18)410.00.0-0.0390.3262.5-0.0778.120.0-0.0394.062.50.0100.023.90-23.571.19-330.0675.7715.88-133.5197.0960.99-0.0325.025.0-0.0192.3166.67-106.3791.9369.42-133.5197.0960.99-50.00-292.34-139.51
23Q4 (17)410.00.0-0.31-675.0-181.82-0.32-357.14-220.0-0.50-163.16-235.140-100.0-100.031.27102.53683.4-1362.18-128.75-263.6-4593.09-1583.19-1065.17-0.04-33.330.0-0.13-1200.0-225.0-1318.55-475.31-219.37-4593.09-1583.19-1065.17-50.00-316.07-157.73
23Q3 (16)410.00.0-0.0442.86-106.15-0.0741.6782.93-0.19-18.75-139.580.010.00.015.44112.92115.66-595.4823.52-32.41-272.8839.82-115.41-0.0340.057.14-0.0166.67-103.85-229.1946.85-109.27-272.8839.82-115.410.0027.68-14.88
23Q2 (15)410.00.0-0.0712.512.5-0.12-71.43-20.0-0.16-100.05.880.010.0-50.0-119.53-606.05-1847.51-778.59-98.42-353.64-453.44-32.49-238.14-0.05-25.0-25.0-0.030.00.0-431.25-23.98-244.42-453.44-32.49-238.140.0019.88-20.72
23Q1 (14)410.00.0-0.0827.2711.11-0.0730.041.67-0.08-121.6211.110.010.0-75.023.62540.67112.98-392.39-4.74-280.67-342.2413.18-291.67-0.040.00.0-0.0325.025.0-347.8515.75-318.24-342.2413.18-291.670.00-44.8352.80
22Q4 (13)410.00.0-0.11-116.9273.81-0.1075.6174.360.37-22.92197.370.010.0-80.0-5.3694.56-167.34-374.6416.7-237.36-394.20-122.26-14.59-0.0442.8633.33-0.04-115.3876.47-412.86-116.7-207.83-394.20-122.26-14.59-25.00397.79-117.19
22Q3 (12)410.00.00.65912.5912.5-0.41-310.0-241.670.48382.351100.00.01-50.0-90.0-98.59-1541.37-500.77-449.73-162.03-764.21771.201420.815657.58-0.07-75.0-40.00.26966.67966.672471.742074.087264.461771.201420.815657.58-50.00461.81-146.66
22Q2 (11)410.00.0-0.0811.11-188.89-0.1016.67-242.86-0.17-88.89-230.770.02-50.0-98.616.84-38.32-37.59-171.63-66.5-6164.66-134.10-53.47-5664.32-0.040.0-200.0-0.0325.0-200.0-125.21-50.55-4232.34-134.10-53.47-5664.32-35.0044.8442.95
22Q1 (10)410.00.0-0.0978.57-325.0-0.1269.23-700.0-0.0976.32-325.00.04-20.0-96.1911.0939.32-22.72-103.087.18-10305.94-87.3874.6-5886.75-0.0433.33-500.0-0.0476.47-300.0-83.1737.99-4217.33-87.3874.6-5886.75-35.00-173.22-77.88
21Q4 (9)410.010.81-0.42-425.0-2200.0-0.39-225.0-2050.0-0.38-1050.0-311.110.05-50.0-96.37.96-67.64-37.81-111.05-113.39-4825.53-344.01-979.42-61530.36-0.06-20.0-300.0-0.17-466.67-1800.0-134.12-288.75-6008.37-344.01-979.42-61530.36-71.53-306.94-248.22
21Q3 (8)410.05.13-0.08-188.89-188.89-0.12-271.43-180.00.04-69.23-76.470.1-93.06-93.224.60124.4591.59-52.04-1938.87-1420.81-31.87-1422.41-1422.41-0.05-225.0-183.33-0.03-200.0-175.0-34.50-1238.61-1302.09-31.87-1422.41-1422.41-27.96-31.94-10.72
21Q2 (7)410.017.140.09125.000.07250.000.13225.085.711.4437.14-6.4910.96-23.62-14.372.83180.2272.372.4159.62310.00.04300.0300.00.0350.003.0350.0405.02.4159.62310.07.46112.50125.00
21Q1 (6)4110.8117.140.04100.0-42.860.020.0-60.00.04-77.78-42.861.05-22.2210.5314.3512.11-1.441.01-57.02-53.461.51169.64-39.110.01-66.67-50.00.02100.00.02.02-11.01-14.771.51169.64-39.11-15.1911.11-43.34
20Q4 (5)37-5.135.710.02-77.78-75.00.02-86.67-71.430.185.88-58.141.35-8.16-10.612.80-0.31-15.682.35-40.36-58.260.56-76.76-69.730.03-50.0-62.50.01-75.0-66.672.27-20.91-58.040.56-76.76-69.73--0.00
20Q3 (4)3911.430.00.0900.00.1500.00.17142.860.01.47-4.550.012.840.310.03.94418.420.02.412310.00.00.06500.00.00.0400.02.87378.330.02.412310.00.0--0.00
20Q2 (3)350.00.00.00-100.00.00.00-100.00.00.070.00.01.5462.110.012.80-12.090.00.76-64.980.00.10-95.970.00.01-50.00.00-100.00.00.60-74.680.00.10-95.970.0--0.00
20Q1 (2)350.00.00.07-12.50.00.05-28.570.00.07-83.720.00.95-37.090.014.56-4.080.02.17-61.460.02.4834.050.00.02-75.00.00.02-33.330.02.37-56.190.02.4834.050.0--0.00
19Q4 (1)350.00.00.080.00.00.070.00.00.430.00.01.510.00.015.180.00.05.630.00.01.850.00.00.080.00.00.030.00.05.410.00.01.850.00.0--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)
2024/110.078.18460.00.0311.470.0N/A客戶訂單增加
2024/100.057.14-3.50.024.590.0N/A-
2024/90.0-63.15-52.380.025.020.013.55客戶訂單減少
2024/80.0-37.29-28.830.029.180.012.72-
2024/70.024.69156.770.0214.960.012.3客戶訂單增加
2024/60.0-24.5312.50.024.750.013.95-
2024/50.065.1228.80.013.650.012.42-
2024/40.0-72.9512.710.01-1.620.013.21-
2024/30.013905.5510.750.01-4.10.013.13-
2024/20.0-91.78-88.810.0-32.090.08.26適逢農曆春節假期,出貨天數減少,客戶需求減少
2024/10.073.816.480.016.480.07.89-
2023/120.0260.0-52.980.02-73.720.014.55電商客戶訂單減少
2023/110.0-69.29-90.950.02-74.330.013.51電商客戶訂單減少
2023/100.0-22.44-75.480.02-73.590.017.58電商客戶訂單減少
2023/90.0-44.94-67.330.02-73.480.017.52電商客戶訂單減少
2023/80.0126.2710.330.02-73.820.016.66電商客戶訂單減少
2023/70.0-45.37-85.110.02-76.540.016.85電商客戶訂單減少
2023/60.0-13.6-47.820.02-75.530.016.26電商客戶訂單減少
2023/50.044.5-76.30.01-77.350.013.72電商客戶訂單減少
2023/40.0-73.42-82.230.01-77.580.014.06電商客戶訂單減少
2023/30.01304.34-62.280.01-76.520.015.0電商客戶訂單減少
2023/20.0-14.36-85.850.0-86.20.018.1電商客戶訂單減少
2023/10.0-29.85-86.480.0-86.480.015.93適逢春節假期出貨天數減少所致
2022/120.0-30.74-87.420.09-96.50.015.36受全球疫情影響導致外銷訂單量減少
2022/110.0-16.77-72.210.09-96.570.014.61受全球疫情影響導致外銷訂單量減少
2022/100.03.33-80.240.09-96.70.015.19受全球疫情影響導致外銷訂單量減少
2022/90.085.95-81.280.08-96.850.014.71受全球疫情影響導致外銷訂單量減少
2022/80.0-69.48-87.070.08-96.990.014.83受全球疫情影響導致外銷訂單量減少
2022/70.0191.54-86.610.07-97.070.023.09受全球疫情影響導致外銷訂單量減少
2022/60.0-60.75-99.090.07-97.310.024.09受全球疫情影響導致外銷訂單量減少
2022/50.018.31-97.990.06-96.920.042.66受全球疫情影響導致外銷訂單量減少
2022/40.01-43.56-97.880.05-96.540.042.61受全球疫情影響導致外銷訂單量減少
2022/30.0251.66-93.950.04-95.960.042.82受全球疫情影響導致外銷訂單量減少
2022/20.01-18.18-96.00.03-96.70.052.57受全球疫情影響導致外銷訂單量減少
2022/10.01-34.75-97.110.01-97.110.052.44受全球疫情影響導致外銷訂單量減少
2021/120.0253.05-96.462.66-49.930.062.38受全球疫情影響導致外銷訂單量減少
2021/110.01-40.82-96.972.64-43.970.062.28受全球疫情影響導致外銷訂單量減少
2021/100.02-2.12-91.692.62-38.240.072.11受全球疫情影響導致外銷訂單量減少
2021/90.0228.47-95.512.6-34.420.11.47受疫情影響客戶訂單減少
2021/80.02-68.39-96.592.58-24.870.530.28受疫情影響客戶訂單減少
2021/70.06-87.03-84.552.56-11.181.040.14訂單減少
2021/60.46-13.23-11.042.50.081.440.11-
2021/50.5314.08-8.542.042.971.270.13-
2021/40.4661.571.271.517.681.030.15-
2021/30.290.16-34.431.0510.751.050.1-
2021/20.29-40.91313.030.7748.941.370.08去年本月因受疫情影響銷售金額減少
2021/10.48-19.898.10.488.11.540.07-
2020/120.631.02-10.945.31-7.091.350.09-
2020/110.4662.17-5.234.71-6.571.280.09-
2020/100.28-47.1-17.574.25-6.711.370.09-
2020/90.54-2.439.963.97-5.821.470.15-
2020/80.5543.2215.073.43-7.891.450.15-
2020/70.38-25.3-21.692.88-11.271.470.15-
2020/60.51-10.7924.672.5-9.421.540.08-
2020/50.5826.326.171.98-15.411.470.09-
2020/40.464.6-27.471.41-21.910.960.14-
2020/30.44530.98-1.240.95-18.930.950.12-
2020/20.07-84.53-26.630.52-29.581.190.09-
2020/10.45-34.0-30.020.45-30.020.0N/A-
2019/120.6839.4236.535.7242.150.0N/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)410.0-0.500-0.6100.02-77.78-14.760-646.670-834.400-0.160-0.110-0.20
2022 (9)410.00.370-0.7300.09-96.6-9.520-209.140160.260-0.1900.2600.150
2021 (8)4110.81-0.380-0.4102.65-50.0912.77-2.67-2.160-5.810-0.060-0.040-0.150
2020 (7)375.710.18-58.140.22-40.545.31-7.1713.124.712.30-32.941.28-50.390.12-40.00.1-50.00.07-53.33
2019 (6)35-28.570.43-59.810.37-41.275.7242.2912.53-1.963.43-23.612.58-80.150.211.110.2-54.550.15-71.15
2018 (5)4944.121.07494.440.6304.02737.512.78176.034.49013.00-14.750.1800.44266.670.52766.67
2017 (4)3417.240.180-0.7600.48-71.264.630-53.31015.250-0.2600.1200.060
2016 (3)29-49.12-5.860-3.3201.6770.41-6.990-74.660-100.550-1.250-1.580-1.690
2015 (2)571.79-2.500-3.2000.98-47.03-75.420-131.570-152.300-1.280-1.40-1.430
2014 (1)560.0-0.560-1.0001.85-46.538.990-23.450-21.110-0.430-0.340-0.310

免責聲明

本網站所有資料僅供參考，如使用者依本資料交易發生交易損失需自行負責，本網站對資料內容錯誤﹑更新延誤不負任何責任。