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)3230.00.94-1.03-512.0-142.56-1.32-312.5-181.99-0.73-343.33-116.2664.16-15.19-19.925.21-36.23-71.04-8.06-225.0-196.53-5.13-546.09-153.0-5.17-176.47-177.28-3.33-511.11-142.97-6.63-13160.0-157.55-5.13-546.09-153.0-1.87-97.66-137.02
24Q2 (19)3230.00.940.25316.67-85.71-0.3238.46-134.040.30400.0-85.5175.6511.45-6.888.17-7.68-47.99-2.4811.11-147.331.15325.93-83.33-1.871.06-144.00.81350.0-85.54-0.0516.67-100.61.15325.93-83.33-4.34109.86-45.88
24Q1 (18)3230.940.940.06-96.95-80.65-0.52-130.23-5100.00.06-99.07-80.6567.88-20.12-16.168.85-44.62-7.91-2.79-142.4-1295.00.27-96.3-78.23-1.89-133.81-1081.250.18-97.14-82.18-0.06-100.8-105.450.27-96.3-78.23-7.03-57.78-61.70
23Q4 (17)3200.0-1.541.97-18.617.961.726.83-25.226.4543.65-40.4484.986.07-23.615.98-11.17-0.936.58-21.2-17.657.29-24.6949.085.59-16.44-37.126.3-18.7115.817.48-35.0720.847.29-24.6949.082.359.8439.05
23Q3 (16)3200.00.312.4238.29-59.531.6171.28-62.654.49116.91-50.6680.12-1.38-34.0217.9914.51-19.368.3559.35-44.159.6840.29-38.346.6957.41-63.147.7538.39-59.3411.5237.31-39.949.6840.29-38.34-0.51251.414785.64
23Q2 (15)3200.00.01.75464.5294.440.949500.0422.222.07567.74-35.9181.240.3511.1215.7163.4841.535.242720.0451.586.90456.4574.684.252756.25515.945.6454.4694.448.39662.73104.636.90456.4574.68-13.43191.544699.78
23Q1 (14)320-1.54-6.710.31-81.44-86.46-0.01-100.43-100.590.31-97.14-86.4680.96-27.21-14.729.61-40.42-39.52-0.20-102.5-102.511.24-74.64-84.97-0.16-101.8-102.111.01-81.43-87.11.10-82.23-89.491.24-74.64-84.97-17.80-76.75-73.53
22Q4 (13)3251.88-7.411.67-72.07-55.232.30-46.64-34.8410.8319.0132.23111.23-8.4-9.4716.13-27.7-18.587.99-46.56-39.654.89-68.85-54.138.89-51.02-45.365.44-71.46-58.446.19-67.73-57.664.89-68.85-54.1328.85246.191123.90
22Q3 (12)319-0.31-8.335.98564.44122.34.312294.44106.229.10181.73104.49121.4366.0933.4522.31100.9923.0614.951473.6845.2915.70297.4752.5818.152530.4393.9119.06561.81103.6319.18367.845.8615.70297.4752.5821.55251.871102.55
22Q2 (11)320-6.71-9.350.90-60.7172.730.18-89.35-56.13.2341.0580.4573.11-22.993.6711.10-30.14-22.430.95-88.08-69.753.95-52.12136.530.69-90.89-68.782.88-63.22144.074.10-60.8438.983.95-52.12136.53-22.86-49.66-70.73
22Q1 (10)343-2.28-3.922.29-38.6157.931.69-52.1239.672.29-72.0457.9394.93-22.7433.1415.89-19.79-8.367.97-39.816.358.25-22.6113.797.57-53.4754.817.83-40.1851.4510.47-28.3921.68.25-22.6113.796.150.028.39
21Q4 (9)3510.863.243.7338.66-13.463.5368.9-7.118.1984.04-5.1122.8735.0414.9419.819.27-10.3213.2428.67-13.6910.663.6-22.316.2773.82-0.7913.0939.85-10.7114.6211.18-16.8810.663.6-22.332.03376.90239.33
21Q3 (8)348-1.421.162.69715.1560.122.09409.7621.514.45148.61.690.9929.0313.0718.1326.69-3.8210.29227.7113.210.29516.1743.729.36323.5328.049.36693.2262.513.15345.7640.4910.29516.1743.7213.97318.95171.82
21Q2 (7)353-1.126.650.33-77.24-79.110.41-66.12-74.381.7923.45-33.770.52-1.097.5214.31-17.47-28.593.14-54.16-69.631.67-76.97-79.072.21-54.81-67.41.18-77.18-77.482.95-65.74-71.81.67-76.97-79.07-17.20-71.80-67.14
21Q1 (6)3575.08.511.45-66.3629.461.21-68.1639.081.45-83.229.4671.3-33.354.917.34-21.5-15.216.85-55.35-19.137.25-47.16-9.264.89-70.1825.385.17-64.7340.498.61-51.05-17.057.25-47.16-9.26-0.2345.1026.39
20Q4 (5)340-1.167.944.31156.55-17.93.80120.93-28.448.6397.03-13.87106.932.8422.4122.0917.19-28.8615.3468.76-38.013.7291.62-27.4816.4124.35-24.0714.66154.51-11.2617.5987.93-26.7713.7291.62-27.48--0.00
20Q3 (4)3443.930.01.686.330.01.727.50.04.3862.220.080.4722.690.018.85-5.940.09.09-12.090.07.16-10.280.07.317.820.05.769.920.09.36-10.520.07.16-10.280.0--0.00
20Q2 (3)3310.610.01.5841.070.01.6083.910.02.70141.070.065.5942.490.020.04-2.00.010.3422.080.07.98-0.130.06.7873.850.05.2442.390.010.460.770.07.98-0.130.0--0.00
20Q1 (2)3294.440.01.12-78.670.00.87-83.620.01.12-88.820.046.03-47.290.020.45-34.140.08.47-65.760.07.99-57.770.03.9-81.940.03.68-77.720.010.38-56.790.07.99-57.770.0--0.00
19Q4 (1)3150.00.05.250.00.05.310.00.010.020.00.087.330.00.031.050.00.024.740.00.018.920.00.021.60.00.016.520.00.024.020.00.018.920.00.0--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)
2024/1118.963.41-28.05245.0-18.9757.05N/A-
2024/1018.33-7.19-45.58226.03-18.159.18N/A-
2024/919.76-6.34-34.8207.7-14.2864.160.5-
2024/821.09-9.5-20.19187.94-11.3564.70.5-
2024/723.3114.84-0.31166.85-10.0970.130.46-
2024/620.3-23.48-16.42143.54-11.575.650.44-
2024/526.53-7.99-12.38123.24-10.6379.540.41-
2024/428.8319.238.0896.72-10.1469.980.47-
2024/324.1842.55-2.8967.88-16.1567.880.57-
2024/216.96-36.56-32.3743.7-22.0368.630.56-
2024/126.747.28-13.6626.74-13.6678.020.5-
2023/1224.93-5.42-24.66327.29-18.3284.980.45-
2023/1126.36-21.78-24.27302.36-17.7590.350.43-
2023/1033.6911.19-22.25276.01-17.0690.430.43-
2023/930.314.63-37.87242.31-16.2980.120.5-
2023/826.4313.04-36.19212.01-11.9174.10.54-
2023/723.38-3.71-25.11185.58-6.8777.940.51-
2023/624.29-19.78-14.51162.19-3.4781.240.41-
2023/530.2713.4910.2137.91-1.2381.850.41-
2023/426.677.1154.8107.63-4.0376.660.44訂單增加,營收成長。
2023/324.9-0.72-26.8280.96-14.7180.960.46-
2023/225.08-19.01-10.9456.06-7.9489.140.42-
2023/130.97-6.38-5.3630.97-5.3698.860.38-
2022/1233.08-4.93-26.54400.712.65111.230.44-
2022/1134.8-19.69-18.61367.6218.33126.920.38-
2022/1043.34-11.1423.57332.8124.23133.550.36-
2022/948.7817.7350.13289.4724.33121.430.53
2022/841.4332.6735.16240.720.15101.070.64-
2022/731.239.9112.11199.2717.4487.110.74-
2022/628.413.4125.65168.0418.4873.110.69-
2022/527.4759.4314.5139.6317.1278.730.65-
2022/417.23-49.36-27.95112.1617.7879.430.64-
2022/334.0320.8145.9194.9333.1394.930.6-
2022/228.17-13.9337.060.926.91105.940.54-
2022/132.73-27.3319.3532.7319.35120.530.47-
2021/1245.045.3223.14355.6918.96122.870.42-
2021/1142.7621.9215.57310.6518.38110.320.47-
2021/1035.077.955.24267.8918.8498.210.53-
2021/932.495.995.93232.8121.290.990.69-
2021/830.6510.0420.41200.3324.181.110.78-
2021/727.8523.1814.4169.6824.7974.460.85-
2021/622.61-5.757.35141.8227.0670.520.64-
2021/523.990.317.08119.2131.6471.230.63-
2021/423.922.548.1195.2239.7267.80.66-
2021/323.3213.438.771.354.9171.30.52訂單增加,營收成長。
2021/220.56-25.0279.8847.9895.2684.550.44訂單增加,營收成長。
2021/127.42-25.01108.6327.42108.63101.00.37訂單增加,營收成長。
2020/1236.57-1.1545.25298.9814.84106.90.36-
2020/1137.011.0222.21262.4111.58100.990.38-
2020/1033.328.664.53225.4110.0189.450.43-
2020/930.6720.48-2.5192.0811.0380.470.51-
2020/825.454.55-3.04161.4114.0370.860.58-
2020/724.3515.59-3.88135.9617.9267.810.61-
2020/621.06-5.9937.84111.6124.0765.590.42-
2020/522.411.2848.0890.5521.2565.980.41-
2020/422.123.137.0168.1514.4355.00.5-
2020/321.4687.7246.4946.036.0346.030.58-
2020/211.43-13.0427.5524.57-14.5649.750.54-
2020/113.14-47.79-33.6213.14-33.620.0N/A-
2019/1225.18-16.8328.01260.33-2.750.0N/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)320-1.546.37-35.924.26-49.82327.29-18.3214.83-12.925.00-43.256.28-28.5616.38-53.623.28-46.0120.67-41.31
2022 (9)325-7.419.9430.18.4917.27400.712.6517.03-4.338.81-4.248.798.5235.37.8543.1213.0635.2222.29
2021 (8)3513.247.64-7.067.24-9.27355.6918.9717.80-13.269.20-20.08.10-17.4332.73-4.8338.140.4528.8-1.84
2020 (7)3407.948.22-9.477.98-12.6298.9814.8520.52-10.1611.50-21.189.81-18.9934.39-9.4337.97-5.1229.34-6.95
2019 (6)3151.949.088.359.1327.34260.33-2.7522.8419.3914.5923.8512.1122.5737.9720.4240.0214.9731.5319.21
2018 (5)3091.648.38-12.717.17-26.23267.73.5819.13-12.6911.78-23.119.88-16.4831.53-20.434.81-10.2126.45-13.48
2017 (4)30412.599.6028.519.7232.61258.4635.3521.91-7.8215.32-4.1311.83-0.6739.6129.7838.7730.9830.5734.37
2016 (3)2705.887.47-23.547.33-5.3190.965.523.77-10.4715.98-15.011.91-21.8530.52-10.3429.6-19.1922.75-17.54
2015 (2)25514.869.7770.217.74106.4181.038.4626.5519.9718.8037.7315.2434.0434.0490.8136.6377.927.5985.54
2014 (1)22211.05.74-30.173.75-17.4130.72-3.9222.13013.65011.37017.84-12.9320.59-18.0314.87-22.87

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