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)2090.00.02.5319.9188.812.2434.13160.476.3865.71100.6330.68-0.0315.0428.360.4223.7315.362.5460.517.2620.1964.544.712.3984.715.2919.9588.9317.30-3.6229.8817.2620.1964.541.6420.5918.61
24Q2 (19)2090.029.812.1121.262537.51.673.09116.883.85121.2661.0930.693.37.9128.242.565.5314.983.81155.6314.3617.033239.534.67.23175.454.4120.823575.017.9517.012704.6914.3617.033239.53-1.55-2.03-11.47
24Q1 (18)2090.029.811.74-25.32-24.681.62-26.03-10.01.74-68.36-24.6829.71-6.42.4527.55-0.43-1.7114.43-12.86-11.0912.27-19.96-4.364.29-18.44-8.923.65-24.9-1.8815.34-12.19-4.7212.27-19.96-4.366.3124.2864.31
23Q4 (17)2090.019.432.3373.88-12.082.19154.65-27.965.5072.96-69.4131.7419.01-3.5327.6720.72-17.516.5673.04-28.6815.3346.148.885.26106.27-31.154.8673.574.9717.4731.16-2.9415.3346.148.886.40824.4483.17
23Q3 (16)20929.8116.761.341575.0-68.980.8611.69-78.283.1833.05-78.826.67-6.22-28.1322.9234.35-37.99.5763.31-65.6110.492339.53-49.572.5552.69-75.312.82233.33-63.7313.321981.25-49.4710.492339.53-49.57-4.08739.23-22.77
23Q2 (15)1610.0-10.060.08-96.54-98.570.77-57.22-80.02.393.46-77.628.44-1.93-21.1317.06-39.14-54.825.86-63.89-79.230.43-96.65-98.451.67-64.54-83.580.12-96.77-98.80.64-96.02-98.090.43-96.65-98.45-6.89-54.69-49.00
23Q1 (14)161-8.0-10.062.31-12.83-54.531.80-40.79-42.122.31-87.15-54.5329.0-11.85-16.3328.03-16.43-17.0516.23-30.1-34.012.83-8.88-51.034.71-38.35-44.723.72-19.65-59.0316.10-10.56-49.712.83-8.88-51.03-11.59-25.74-32.01
22Q4 (13)175-2.23-1.692.65-38.66-35.373.04-23.23-12.3917.9819.8716.0732.9-11.34-6.2133.54-9.13-7.6523.22-16.56-11.6414.08-32.31-32.577.64-26.04-17.144.63-40.03-36.7518.00-31.71-31.9514.08-32.31-32.57-4.21-30.69-10.19
22Q3 (12)1790.00.564.32-22.72-16.63.962.86-4.5815.0040.5831.6937.112.91-1.7536.91-2.25-1.6827.83-1.35-5.1520.80-24.86-15.0710.331.57-6.777.72-22.65-16.5426.36-21.45-14.6420.80-24.86-15.073.48-6.3413.32
22Q2 (11)1790.00.565.5910.0458.813.8523.799.6910.67110.0471.8236.064.044.9837.7611.7519.0428.2114.7219.8427.685.6551.3410.1719.3725.879.989.9158.9233.564.8464.0327.685.6551.341.4216.976.71
22Q1 (10)1790.560.565.0823.989.553.11-10.3743.985.08-67.289.5534.66-1.210.3533.79-6.9727.3724.59-6.4338.3826.2025.4871.88.52-7.5952.699.0824.0489.5632.0121.0271.8226.2025.4871.8-4.161.52-13.38
21Q4 (9)1780.0-3.264.10-20.8553.563.47-16.3923.4915.4936.096.5735.08-7.126.7636.32-3.2521.3126.28-10.4320.3820.88-14.7439.859.22-16.7928.597.32-20.8649.3926.45-14.3540.0220.88-14.7439.851.4213.150.92
21Q3 (8)1780.0-17.975.1847.16187.784.1518.2386.9411.3983.41120.3137.779.9631.3337.5418.3526.6529.3424.6445.2524.4933.980.611.0837.1390.719.2547.29137.1830.8850.9375.2624.4933.980.69.6639.2540.37
21Q2 (7)1780.01.713.5231.34107.063.5162.5130.926.21131.7285.3734.359.3666.5131.7219.5613.2523.5432.4722.1618.2919.9326.668.0844.8103.536.2831.11110.7420.469.8211.7418.2919.9326.662.4715.8619.69
21Q1 (6)178-3.267.882.680.3762.422.16-23.1389.472.68-65.9962.4231.41-4.4160.8326.53-11.397.5817.77-18.612.0415.252.149.45.58-22.1880.04.79-2.2476.118.63-1.385.8515.252.149.44.9224.351.72
20Q4 (5)184-15.2111.522.6748.3379.192.8126.58116.157.8852.4275.532.8614.2657.5329.941.0123.6721.838.0735.3414.9310.126.317.1723.41113.394.925.6498.3818.897.2125.9314.9310.126.31--0.00
20Q3 (4)21724.00.01.805.880.02.2246.050.05.1754.330.028.7639.410.029.645.820.020.204.830.013.56-6.090.05.8146.350.03.930.870.017.62-3.770.013.56-6.090.0--0.00
20Q2 (3)1756.060.01.703.030.01.5233.330.03.35103.030.020.635.630.028.0113.580.019.2721.50.014.443.590.03.9728.060.02.989.560.018.314.030.014.443.590.0--0.00
20Q1 (2)1650.00.01.6510.740.01.14-12.310.01.65-63.250.019.53-6.380.024.661.860.015.86-1.670.013.9417.940.03.1-7.740.02.7210.120.017.6017.330.013.9417.940.0--0.00
19Q4 (1)1650.00.01.490.00.01.300.00.04.490.00.020.860.00.024.210.00.016.130.00.011.820.00.03.360.00.02.470.00.015.000.00.011.820.00.0--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)
2024/1110.374.27-0.4111.396.130.1N/A-
2024/109.951.64-4.94101.026.8130.17N/A-
2024/99.79-6.2822.2391.078.2830.680.57-
2024/810.44-0.0516.5281.296.8131.430.56-
2024/710.45-0.847.6970.855.5131.110.57-
2024/610.544.0512.0660.45.1430.690.57-
2024/510.130.986.5149.863.7930.330.58-
2024/410.03-1.515.2139.743.1229.470.6-
2024/310.189.945.1829.712.4329.710.55-
2024/29.26-9.82-3.6519.531.0530.390.54-
2024/110.27-5.445.7110.275.7131.540.52-
2023/1210.864.291.49115.85-17.6731.740.5-
2023/1110.41-0.47-2.98104.99-19.2428.880.55-
2023/1010.4630.7-8.6994.57-20.7127.430.58-
2023/98.01-10.66-36.4184.11-21.9926.670.63-
2023/88.96-7.62-29.0576.1-20.0828.060.6-
2023/79.73.18-18.3867.14-18.7128.610.59-
2023/69.4-1.1-25.2757.44-18.7628.440.58-
2023/59.51-0.24-18.0348.04-17.3528.710.58-
2023/49.53-1.53-19.7438.53-17.1828.820.57-
2023/39.680.69-22.529.0-16.329.00.57-
2023/29.61-1.05-10.0119.33-12.8130.030.55-
2023/19.71-9.22-15.419.71-15.4131.150.53-
2022/1210.7-0.31-2.97140.721.5232.90.55-
2022/1110.73-6.33-13.94130.021.9134.790.52-
2022/1011.46-8.98-0.98119.283.6336.680.49-
2022/912.59-0.31-4.14107.824.1437.110.53-
2022/812.636.273.6195.235.3537.10.53-
2022/711.89-5.53-4.4482.65.6236.070.54-
2022/612.588.487.8770.717.5336.060.59-
2022/511.6-2.320.3258.137.4535.960.59-
2022/411.88-4.926.7846.539.3935.050.61-
2022/312.4916.937.2234.6610.3234.660.55-
2022/210.68-6.9910.722.1712.1533.370.57-
2022/111.482.5413.5311.4813.5335.160.55-
2021/1211.2-10.211.15138.7736.3235.250.52-
2021/1112.477.7611.7127.5740.6137.180.49-
2021/1011.57-11.888.79115.144.6736.90.5-
2021/913.147.7425.01103.5250.2137.770.44投資之子公司營收併入
2021/812.19-1.9933.490.3954.7436.290.46投資之子公司營收併入
2021/712.446.6436.4778.258.735.660.47投資之子公司營收併入
2021/611.660.8948.5865.7663.7434.350.46投資之子公司營收併入
2021/511.563.9668.3654.0967.4334.330.46投資之子公司營收併入
2021/411.12-4.5388.1742.5367.1732.420.49投資之子公司營收併入
2021/311.6520.7271.0431.4160.8231.410.5投資之子公司營收併入
2021/29.65-4.6250.4919.7655.3530.840.51投資之子公司營收併入
2021/110.12-8.6360.2910.1260.2932.350.48投資之子公司營收併入
2020/1211.07-0.8462.3101.836.9932.880.46投資之子公司營收併入
2020/1111.174.9558.990.7234.4332.310.47投資之子公司營收併入
2020/1010.641.2551.7579.5631.5930.290.5投資之子公司營收併入
2020/910.5114.9860.5768.9228.9428.760.51投資之子公司營收併入
2020/89.140.2550.0958.4124.5326.10.56投資之子公司營收併入
2020/79.1116.141.5849.2720.7223.830.61-
2020/67.8514.3241.7740.1616.8120.630.76-
2020/56.8716.198.5332.3112.0219.590.8-
2020/45.91-13.21-7.0825.4413.019.130.82-
2020/36.816.2224.2119.5320.9119.530.6-
2020/26.411.5835.0912.7219.2219.540.6-
2020/16.31-7.486.56.316.50.0N/A-
2019/126.82-2.9219.1174.310.230.0N/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)20919.435.48-69.075.62-59.74115.85-17.6724.06-32.3612.24-53.019.93-55.5114.18-61.3213.95-64.1311.51-63.36
2022 (9)175-1.6917.7215.0613.964.96140.721.5335.576.8226.056.3322.3211.8836.667.9538.8914.9931.4113.6
2021 (8)178-3.2615.4096.4313.3072.95138.636.1833.3017.0524.5024.3719.9540.033.9669.3833.8282.9127.6590.56
2020 (7)18411.527.8475.397.69125.51101.7836.9728.4532.1419.7060.5514.2542.6420.05119.8518.4996.2814.5195.55
2019 (6)1650.04.47-26.63.41-21.4374.310.2321.53-16.0612.27-20.129.99-26.929.12-19.939.42-24.347.42-26.82
2018 (5)1650.06.095.364.34-12.574.14-4.2925.654.6915.362.413.678.7511.39-1.9812.4513.1810.144.11
2017 (4)1651.235.78-3.344.960.077.46-3.8724.50-1.0515.00-2.0212.57-1.1811.62-5.8311.0-10.069.74-4.98
2016 (3)1630.05.98-0.834.966.980.583.6824.760.5315.31-1.812.72-5.0712.341.8212.23-4.6810.25-1.54
2015 (2)1630.06.03-32.324.64-31.9677.72-6.7924.63-17.4915.59-24.2113.40-26.0512.12-29.3312.83-28.7210.41-31.11
2014 (1)1630.08.91-7.766.82-4.6283.385.1629.85020.57018.12017.15-3.3818.0-3.4315.11-4.55

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