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)757.1415.380.26-46.94-86.530.47-7.84-16.073.071.32-23.6322.61-9.429.975.2910.67-16.431.903.83-23.080.86-38.13-86.040.43-6.52-15.690.19-45.71-85.041.21-29.65-81.640.86-38.13-86.04-1.76-60.164.04
24Q3 (19)700.02.940.49-73.37-7.550.5115.91-10.533.0319.2942.9224.965.951.274.781.06-23.151.838.28-40.781.39-74.5-36.240.4615.0-9.80.35-72.66-2.781.72-69.82-36.061.39-74.5-36.246.5044.75-7.12
24Q2 (18)700.09.381.84162.86135.90.44-30.16-34.332.54262.8657.7623.577.0921.314.73-15.69-22.591.69-37.64-47.685.45147.73111.240.4-33.33-36.511.28166.67156.05.70107.2776.475.45147.73111.247.0749.57-8.83
24Q1 (17)707.6914.750.70-63.73-15.660.6312.5-7.350.70-82.59-15.6622.017.051.155.61-11.37-5.872.719.72-8.752.20-64.29-5.170.617.65-7.690.48-62.2-4.02.75-58.27-5.172.20-64.29-5.1715.83100.215.38
23Q4 (16)65-4.4122.641.93264.15109.780.56-1.75-27.274.0289.6221.0820.5624.6124.536.331.77-13.172.47-20.06-41.336.16182.57106.710.510.0-27.141.27252.78159.186.59144.9879.086.16182.57106.714.76116.05-8.34
23Q3 (15)686.2511.480.53-32.05-45.360.57-14.93-27.852.1231.68-15.8716.5-15.08-15.046.221.815.43.09-4.33-18.252.18-15.5-27.810.51-19.05-30.140.36-28.0-38.982.69-16.72-29.212.18-15.5-27.81-12.89-19.03-8.20
23Q2 (14)644.9239.130.78-6.02-24.270.67-1.474.691.6193.986.6219.43-10.7131.116.112.52-16.33.238.75-20.832.5811.21-19.120.63-3.085.00.50.06.383.2311.38-19.452.5811.21-19.1210.54-7.90-6.58
23Q1 (13)6115.0932.610.83-9.7872.920.68-11.69112.50.83-75.072.9221.7631.839.855.96-18.2439.582.97-29.4559.682.32-22.1564.540.65-7.14124.140.52.04127.272.90-21.265.712.32-22.1564.548.41-7.46-7.11
22Q4 (12)53-13.1147.220.92-5.15119.050.77-2.53175.03.3231.75104.9416.51-14.981.67.2935.2572.754.2111.38164.782.98-1.32220.430.7-4.11169.230.49-16.95226.673.68-3.16199.192.98-1.32220.438.03-5.4910.46
22Q3 (11)6132.6164.860.97-5.83223.330.7923.44243.482.5266.8992.3719.4231.04119.445.39-26.16-10.023.78-7.3557.53.02-5.33143.550.7321.67247.620.5925.53436.363.80-5.24127.543.02-5.33143.5513.1454.3861.72
22Q2 (10)460.048.391.03114.5863.490.64100.0611.111.51214.5845.1914.82-4.7640.217.3070.9675.94.08119.35416.463.19126.2474.320.6106.9650.00.47113.64147.374.01129.14106.73.19126.2474.32-4.5064.4457.14
22Q1 (9)4627.7848.390.4814.2917.070.3214.2952.380.48-70.3717.0715.56-4.2578.854.271.18-26.01.8616.98-15.451.4151.61-3.420.2911.5452.630.2246.6769.231.7542.28-6.421.4151.61-3.4239.6927.1418.02
21Q4 (8)36-2.716.130.4240.0-37.310.2821.740.01.6223.66-6.916.2583.6293.684.22-29.55-49.941.59-33.75-48.210.93-25.0-62.040.2623.810.00.1536.36-28.571.23-26.35-59.410.93-25.0-62.0433.68-6.1988.65
21Q3 (7)3719.3519.350.30-52.38650.00.23155.56475.01.3125.9622.438.85-16.2726.615.9944.342.742.40203.8328.571.24-32.24588.890.21162.5425.00.11-42.111000.01.67-13.92595.831.24-32.24588.892.610.6449.21
21Q2 (6)310.00.00.6353.6628.570.09-57.14-60.871.04153.660.9710.5721.4927.664.15-28.08-38.610.79-64.09-68.531.8325.340.00.08-57.89-61.90.1946.1526.671.943.74-14.911.8325.340.012.597.42-41.07
21Q1 (5)310.00.00.41-38.81-24.070.21-25.05.00.41-76.44-24.078.73.6916.155.77-31.55-13.882.20-28.34-20.581.46-40.41-33.640.19-26.92-9.520.13-38.1-18.751.87-38.28-35.291.46-40.41-33.64--0.00
20Q4 (4)310.00.00.671575.00.00.28600.00.01.7462.620.08.3920.030.08.4344.60.03.07448.210.02.451261.110.00.26550.00.00.212000.00.03.031162.50.02.451261.110.0--0.00
20Q3 (3)310.00.00.04-91.840.00.04-82.610.01.073.880.06.99-15.580.05.83-13.760.00.56-77.690.00.18-90.160.00.04-80.950.00.01-93.330.00.24-89.470.00.18-90.160.0--0.00
20Q2 (2)310.00.00.49-9.260.00.2315.00.01.0390.740.08.2810.550.06.760.90.02.51-9.390.01.83-16.820.00.210.00.00.15-6.250.02.28-21.110.01.83-16.820.0--0.00
20Q1 (1)310.00.00.540.00.00.200.00.00.540.00.07.490.00.06.700.00.02.770.00.02.200.00.00.210.00.00.160.00.02.890.00.02.200.00.0--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)
2025/26.5211.4632.5612.37-1.7620.3N/A-
2025/15.85-26.2-23.765.85-23.7621.3N/A-
2024/127.935.318.593.1319.0122.610.45-
2024/117.535.29.2285.2120.0923.310.43-
2024/107.15-17.0512.4177.6821.2624.090.42-
2024/98.633.7355.9870.5322.2324.960.4本月較去年同期增加係因鋼筋及鋼品出貨量雙增所致。
2024/88.313.7364.2861.918.6624.240.41本月較去年同期增加係因鋼筋及鋼品出貨量雙增所致。
2024/78.021.3135.6153.5913.7623.780.42-
2024/67.910.7620.6945.5710.6223.570.55-
2024/57.850.64.9737.668.7125.070.52-
2024/47.8-17.1144.5429.819.7522.140.59-
2024/39.4291.44-4.922.011.1122.010.44-
2024/24.92-35.89-39.712.596.1419.90.48-
2024/17.675.02107.117.67107.1121.870.44本月較去年同期增加係因鋼筋及鋼品出貨量雙增所致。
2023/127.316.0121.5178.2618.0220.560.37-
2023/116.898.2727.0670.9517.6718.780.4-
2023/106.3615.0925.4664.0616.7416.950.45-
2023/95.539.25-35.5557.715.8616.50.38-
2023/85.06-14.36-8.6152.1726.5617.530.35-
2023/75.91-9.8211.5947.1132.0219.940.31-
2023/66.55-12.3640.3941.235.5919.430.23-
2023/57.4838.5359.934.6434.7122.780.2本月較去年同期增加係因鋼筋及鋼品出貨量雙增所致。
2023/45.4-45.47-1.3427.1629.1123.460.19-
2023/39.921.3877.9921.7639.8321.760.15本月較去年同期增加係因鋼筋及鋼品出貨量雙增所致。
2023/28.16120.1951.8911.8618.617.870.19本月較去年同期增加係因鋼筋及鋼品出貨量雙增所致。
2023/13.7-38.38-20.03.7-20.015.140.22-
2022/126.0110.86-15.5266.349.4116.510.11-
2022/115.426.9112.1960.2961.8219.080.09本年度較去年同期增加係因新增鋼品品項出售。
2022/105.07-40.8817.8954.8769.2219.190.09本年度較去年同期增加係因新增鋼品品項出售。
2022/98.5854.93201.3549.877.0719.420.2較去年同期增加係因新增鋼品品項出售。
2022/85.544.5693.0241.2263.0715.50.25較去年同期增加係因新增鋼品品項出售。
2022/75.313.4468.7835.6859.2314.640.27本月及本年度較去年同期增加係因新增鋼品品項出售。
2022/64.67-0.1846.8330.3857.6814.820.21本年度較去年同期增加係因買氣增加及售價調漲。
2022/54.68-14.5337.625.7159.8215.710.2本年度較去年同期增加係因買氣增加及售價調漲。
2022/45.47-1.6137.1721.0465.7716.410.19本年度較去年同期增加係因買氣增加及售價調漲。
2022/35.563.5962.4815.5678.8915.560.18本月較去年同期增加係因買氣增加及售價調漲。
2022/25.3715.96166.2610.089.5417.120.16本月較去年同期增加係因客戶增加、買氣增加。
2022/14.63-34.9342.064.6342.0616.580.17-
2021/127.1247.24140.4544.3842.4416.250.15本月較去年同期增加係因售價提高及新增鋼品品項出售所致。
2021/114.8312.3465.637.2632.1511.980.21本月較去年同期增加係因客戶增加、買氣增加。
2021/104.351.0971.2632.4328.2910.020.25本月較去年同期增加係因客戶增加、買氣增加。
2021/92.85-0.7516.2728.1223.558.850.25-
2021/82.87-8.5625.525.2824.429.190.24-
2021/73.14-1.338.9522.4124.299.720.23-
2021/63.18-6.4619.4619.2722.1910.570.2-
2021/53.4-14.7928.4916.0922.7410.810.2-
2021/43.9916.5334.0412.6921.289.430.22-
2021/33.4269.7514.678.716.218.70.19-
2021/22.02-38.12-23.545.2817.248.240.2-
2021/13.2610.1275.023.2675.029.140.18本月較去年同期增加係因110年春節落於2月致1月份上班天數較多所致。
2020/122.961.414.9831.153.418.390.17-
2020/112.9216.171.4928.193.247.880.18-
2020/102.512.58-6.5425.273.457.250.19-
2020/92.457.127.8522.764.696.990.23-
2020/82.291.2317.6520.314.327.210.23-
2020/72.26-15.141.4818.032.847.570.22-
2020/62.660.619.6615.773.048.280.15-
2020/52.65-11.11-13.0213.110.218.610.14-
2020/42.98-0.32.2710.464.220.0N/A-
2020/32.9913.1618.677.495.020.0N/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)7515.383.06-19.052.05-17.3493.1319.05.09-17.242.02-31.062.48-26.191.88-17.92.65-13.42.31-12.17
2023 (9)6522.643.7835.482.48-1.278.2618.046.151.992.93-16.293.3625.842.29-1.293.0638.462.6348.59
2022 (8)5347.222.79109.772.51209.8866.349.396.0324.073.50108.332.67103.822.32209.332.21206.941.77205.17
2021 (7)3616.131.33-8.280.816.5844.3842.474.86-30.471.68-26.641.31-23.840.755.630.725.880.589.43
2020 (6)310.01.45-49.650.76-32.1431.153.426.998.372.29-28.211.72-41.50.71-26.040.68-32.670.53-40.45
2019 (5)310.02.8828700.01.122700.030.1223.86.45117.173.192026.672.9429300.00.962300.01.0110000.00.890
2018 (4)310.00.01-98.810.04-87.524.3346.572.97-35.290.15-89.660.01-99.350.04-83.330.01-96.1500
2017 (3)310.00.84-8.70.3218.5216.6-5.144.5914.181.4525.01.54-4.350.2420.00.26-10.340.26-7.14
2016 (2)3119.230.92-54.230.27-60.2917.530.994.02-41.911.16-69.471.61-58.610.2-60.780.29-44.230.28-46.15
2015 (1)2662.52.0134.00.68142.8613.3629.966.9203.8003.8900.5100.5200.52116.67

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