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)85-1.16-1.160.94108.8938.240.811250.0153.131.69122.3742.028.6728.6414.0831.585.83.759.562911.76252.778.79299.55159.290.834250.0295.240.8110.5337.9310.87135.2861.048.79299.55159.2918.4177.03625.00
24Q2 (19)860.00.00.4545.160.00.0600.00.76145.1649.026.748.19-5.8729.855.2227.95-0.3475.083.892.202850.0-2.22-0.0275.086.670.3846.150.04.6262.6888.572.202850.0-2.221.58230.92-50.00
24Q1 (18)860.00.00.31416.67416.670.00-100.0100.00.31-75.0416.676.23-5.03-5.8928.3712.8536.26-1.3672.8580.93-0.0898.9797.37-0.0875.7682.980.26420.0420.02.84161.47419.1-0.0898.9797.37-9.36162.75-96.88
23Q4 (17)860.00.00.06-91.1820.00.02-93.75106.451.244.218.16.56-13.68-4.2325.14-17.4153.01-5.01-284.8745.9-7.74-328.32-21.7-0.33-257.1447.620.05-91.3825.0-4.62-168.444.15-7.74-328.32-21.7-3.76-20.04169.79
23Q3 (16)860.00.00.6851.1136.00.32433.33633.331.19133.3319.07.66.153.430.4430.4848.22.71228.44204.633.3950.67242.420.21240.0210.530.5852.6334.886.75175.5173.973.3950.67242.427.16350.56273.81
23Q2 (15)860.00.00.45650.0204.650.06114.29106.450.51750.02.07.168.16-2.4523.3312.06733.21-2.1170.4189.892.25174.01112.51-0.1568.0990.20.38660.0202.72.45375.28116.212.25174.01112.512.40335.0039.41
23Q1 (14)860.00.00.0620.0-93.55-0.42-35.48-180.770.06-94.29-93.556.62-3.36-16.120.8226.72-26.97-7.1323.0-212.11-3.0452.2-138.53-0.4725.4-194.00.0525.0-93.75-0.8981.54-108.12-3.0452.2-138.53-5.08-35.00-226.08
22Q4 (13)860.01.180.05-90.0-94.95-0.31-416.67-140.791.055.0-82.566.85-6.8-10.2216.43-20.01-46.36-9.26-257.53-229.15-6.36-742.42-182.28-0.63-231.58-214.550.04-90.7-95.24-4.82-224.23-149.95-6.36-742.42-182.28-3.3363.14-161.56
22Q3 (12)860.01.180.50216.28-68.55-0.0693.55-104.351.00100.0-80.27.350.14-22.7920.54633.57-36.13-2.5987.6-117.520.99105.5-92.58-0.1987.58-113.480.43216.22-68.383.88125.68-76.880.99105.5-92.58-3.4235.02-92.65
22Q2 (11)860.01.18-0.43-146.24-124.43-0.93-278.85-157.410.50-46.24-85.557.34-6.97-10.162.80-90.18-92.33-20.88-428.3-204.71-17.99-328.01-204.9-1.53-406.0-193.87-0.37-146.25-124.83-15.11-237.86-171.11-17.99-328.01-204.9-1.78-76.15-155.22
22Q1 (10)861.183.610.93-6.06-45.290.52-31.58-64.630.93-84.55-45.297.893.4143.7228.51-6.92-43.296.36-11.3-76.37.892.07-65.240.5-9.09-65.990.8-4.76-43.2610.9613.58-63.227.892.07-65.24-8.22-21.90-38.25
21Q4 (9)850.06.250.99-37.74-38.510.76-44.93-43.286.0219.2120.167.63-19.8545.3330.63-4.76-41.527.17-51.49-72.667.73-42.1-68.550.55-60.99-60.140.84-38.24-34.889.65-42.49-66.757.73-42.1-68.55-1.67-23.70-29.87
21Q3 (8)850.06.251.59-9.6622.311.38-14.8132.695.0545.9548.539.5216.52100.032.16-11.87-34.0814.78-25.88-38.3913.35-22.16-38.761.41-13.523.681.36-8.7230.7716.78-21.04-38.813.35-22.16-38.7632.67-3.07-2.31
21Q2 (7)852.416.251.763.5347.91.6210.268.753.46103.5364.768.1748.8299.7636.49-27.41-24.419.94-25.68-13.6817.15-24.45-26.141.6310.8873.41.495.6756.8421.25-28.69-19.3217.15-24.45-26.1426.704.569.95
21Q1 (6)833.753.751.705.5986.811.479.7107.041.70-66.0786.815.494.5753.3550.27-4.032.7226.832.2923.6422.70-7.6511.331.476.5288.461.419.393.1529.802.6917.1422.70-7.6511.337.4314.7219.27
20Q4 (5)800.00.01.6123.8514.181.3428.859.845.0147.358.915.2510.2911.752.387.36-5.8426.239.34-8.0624.5812.752.671.3821.052.991.2924.0415.1829.025.84-4.3224.5812.752.67--0.00
20Q3 (4)800.00.01.309.240.01.048.330.03.4061.90.04.7616.380.048.791.080.023.993.850.021.80-6.120.01.1421.280.01.049.470.027.424.10.021.80-6.120.0--0.00
20Q2 (3)800.00.01.1930.770.00.9635.210.02.10130.770.04.0914.250.048.27-1.370.023.106.450.023.2213.880.00.9420.510.00.9530.140.026.343.540.023.2213.880.0--0.00
20Q1 (2)800.00.00.91-35.460.00.71-41.80.00.91-80.220.03.58-23.830.048.94-12.030.021.70-23.940.020.39-14.830.00.78-41.790.00.73-34.820.025.44-16.120.020.39-14.830.0--0.00
19Q4 (1)800.00.01.410.00.01.220.00.04.600.00.04.70.00.055.630.00.028.530.00.023.940.00.01.340.00.01.120.00.030.330.00.023.940.00.0--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)
2024/112.24-17.113.5126.582.518.26N/A-
2024/102.7-18.5313.4624.342.428.8N/A-
2024/93.3219.3430.6121.641.198.670.66-
2024/82.788.0311.4218.32-2.767.750.73-
2024/72.577.110.3215.54-4.937.120.8-
2024/62.411.88-5.8812.97-5.96.740.96-
2024/52.15-2.05-10.6710.57-5.916.411.01-
2024/42.195.99-0.658.42-4.616.041.07-
2024/32.0716.19-10.96.23-5.936.231.02-
2024/21.78-25.22-23.474.16-3.256.171.03-
2024/12.3818.4220.562.3820.566.550.97-
2023/122.01-7.1-8.6427.94-5.066.560.97-
2023/112.16-9.15-9.7525.93-4.777.090.9-
2023/102.38-6.215.5723.76-4.297.420.86-
2023/92.541.8-3.421.38-5.287.60.84-
2023/82.49-2.7214.6618.84-5.527.610.84-
2023/72.560.480.7716.35-8.07.520.85-
2023/62.556.182.9813.78-9.467.160.9-
2023/52.48.92-6.2411.23-11.896.930.92-
2023/42.21-4.94-3.978.83-13.316.850.94-
2023/32.32-0.2-18.66.62-16.036.621.09-
2023/22.3317.81-3.074.3-14.576.51.11-
2023/11.97-10.26-25.041.97-25.046.571.1-
2022/122.2-8.23-2.8529.43-4.56.851.14-
2022/112.46.27-9.5927.23-4.637.281.07-
2022/102.26-14.19-16.6924.83-4.127.061.11-
2022/92.6320.86-13.2122.57-2.657.351.16-
2022/82.18-14.51-30.4919.95-1.077.21.18-
2022/72.542.68-24.3617.774.337.591.12-
2022/62.48-3.32-22.215.2311.47.341.21-
2022/52.5611.56-10.5112.7521.617.711.15-
2022/42.3-19.428.1910.1833.77.551.18-
2022/32.8518.8349.877.8943.567.891.29-
2022/22.4-8.8953.835.0340.217.31.39認列子公司營業收入
2022/12.6316.329.742.6329.747.551.35-
2021/122.26-14.626.730.8274.377.631.21認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/112.65-2.0655.7128.5579.738.391.1認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/102.71-10.6154.0725.982.618.871.04認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/93.03-3.1967.5323.1986.659.520.7認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/83.13-6.98110.5220.1689.919.680.69認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/73.365.63130.0717.0386.559.410.71認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/63.1911.19150.5613.6778.258.170.71認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/52.8634.89117.9210.4863.886.890.84認列子公司營業收入及客戶需求增加產能稼動力提升所致
2021/42.1211.6141.497.6249.895.591.03-
2021/31.921.9733.185.4953.425.490.67因客戶訂單需求增加稼動率提升所致
2021/21.56-23.1678.183.5966.855.380.69因客戶訂單需求增加稼動率提升所致
2021/12.0313.5759.082.0359.085.520.67因客戶訂單需求增加稼動率提升所致
2020/121.794.9423.5917.676.755.250.54-
2020/111.7-3.095.5215.895.135.270.54-
2020/101.76-2.87.4414.185.095.050.56-
2020/91.8121.647.3112.424.764.760.46-
2020/81.491.65-13.5510.624.344.220.51-
2020/71.4615.03-3.799.137.984.050.54-
2020/61.27-3.28-14.267.6710.574.090.62-
2020/51.31-12.413.796.417.324.240.59-
2020/41.55.0527.025.0821.423.80.66-
2020/31.4363.1830.463.5819.223.580.65-
2020/20.88-31.43.912.1512.773.60.64-
2020/11.28-11.7619.771.2819.770.0N/A-
2019/121.45-10.3931.8616.55-0.780.0N/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)860.01.2318.27-0.01027.94-5.0625.0945.11-2.670-1.040-0.7500.3301.0617.78
2022 (9)861.181.04-82.34-0.79029.43-4.5117.29-52.18-6.310-3.610-1.860-0.2900.9-82.35
2021 (8)856.255.8918.755.2429.730.8274.4236.16-27.3516.41-31.614.63-35.475.0619.345.7118.715.127.18
2020 (7)800.04.969.014.049.7817.676.7749.771.0623.99-2.2822.671.984.244.434.814.344.018.97
2019 (6)800.04.555.323.68-1.616.55-0.8449.253.6824.552.1622.235.964.061.254.616.473.685.14
2018 (5)800.04.326.933.74-1.5816.699.0847.50-1.8624.03-5.5420.98-1.184.013.084.339.93.56.71
2017 (4)800.04.04-19.23.80-15.9315.3-7.6148.40-2.0825.44-6.7121.23-11.283.89-13.943.94-16.73.28-19.01
2016 (3)800.05.00-13.044.52-9.7816.56-1.0849.43-5.2727.27-10.7423.93-14.144.52-11.554.73-14.474.05-13.28
2015 (2)800.05.7516.165.0119.8616.744.1752.189.4630.5512.1527.8711.755.1116.675.5314.264.6716.46
2014 (1)800.04.956.454.186.9116.077.4247.67027.24024.9404.383.554.843.644.016.37

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