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)2930.340.342.26-23.13-27.562.15-1.83-6.937.5342.8820.29110.09-4.29-13.5912.93-7.05-1.225.87-15.05-22.156.02-19.41-16.166.46-18.64-32.716.62-22.93-27.496.16-30.0-34.336.02-19.41-16.160.481.5330.80
24Q2 (19)2920.00.02.9426.1836.112.1963.4335.195.27126.1868.37115.025.24-5.6113.9117.4822.776.9124.2823.397.4719.3343.937.9430.5916.258.5926.1435.928.807.1927.547.4719.3343.93-2.4313.3019.36
24Q1 (18)2920.00.02.330.43140.211.34-24.7265.432.33-72.81140.21109.29-10.116.1211.847.1525.825.5614.64103.666.2611.79105.926.083.23136.586.810.59138.958.2134.37151.846.2611.79105.92-7.34-12.61-23.83
23Q4 (17)2920.00.02.32-25.64-26.351.78-22.94-53.778.5736.9-37.99121.57-4.58-30.9111.05-15.58-17.844.85-35.68-46.175.60-22.016.875.89-38.65-62.866.77-25.85-26.416.11-34.86-21.975.60-22.016.87-0.029.409.83
23Q3 (16)2920.00.03.1244.44-13.812.3142.59-40.166.26100.0-41.39127.414.55-26.5513.0915.53-2.977.5434.64-17.697.1838.3417.329.640.56-39.559.1344.46-13.799.3835.947.327.1838.3417.3217.0183.5671.30
23Q2 (15)2920.00.02.16122.68-24.741.62100.0-54.493.13222.68-55.6121.8629.47-20.7711.3320.4-4.065.60105.13-22.765.1970.72-5.126.83165.76-38.746.32121.75-24.766.90111.6616.365.1970.72-5.12-8.5226.7410.52
23Q1 (14)2920.00.00.97-69.21-76.790.81-78.96-77.120.97-92.98-76.7994.12-46.51-48.099.41-30.04-26.022.73-69.7-67.53.04-41.98-55.12.57-83.8-83.132.85-69.02-76.73.26-58.37-65.393.04-41.98-55.1-22.54-41.09-39.61
22Q4 (13)2920.00.03.15-12.98-30.03.85-0.26-7.2313.8229.48.82175.971.44-10.7113.45-0.32.529.01-1.642.55.24-14.38-21.5615.86-0.13-8.489.2-13.13-30.097.83-10.41-15.815.24-14.38-21.567.116.574.08
22Q3 (12)2920.00.03.6226.13-5.483.868.431.0510.6851.4930.24173.4712.79-7.4713.4914.233.459.1626.3411.716.1211.883.0315.8842.423.2510.5926.07-5.368.7447.396.466.1211.883.03-1.19-2.614.50
22Q2 (11)2920.00.02.87-31.34-4.333.560.5631.857.0568.6661.33153.8-15.17-2.3811.81-7.1511.527.25-13.6922.265.47-19.2-1.0811.15-26.7919.388.4-31.32-4.225.93-37.05-8.25.47-19.2-1.08-11.59-19.23-7.07
22Q1 (10)2920.00.04.18-7.11205.113.54-14.7185.484.18-67.09205.11181.31-8.057.512.72-3.054.268.40-4.4494.446.771.3596.2315.23-12.12206.4412.23-7.07204.999.421.29103.026.771.3596.23-1.445.19-3.03
21Q4 (9)2920.00.04.5017.4977.874.158.64119.5812.7054.8869.33197.075.1264.3913.120.614.638.797.250.776.6812.468.9717.3312.68147.9313.1617.6177.849.3013.2826.196.6812.468.9712.0522.5825.06
21Q3 (8)2920.00.03.8327.6744.533.8241.48109.898.2087.6464.99187.4718.9963.3213.0423.147.868.2038.2826.935.947.41-11.8715.3864.67107.2811.1927.5944.28.2127.09-4.425.947.41-11.8727.9273.3379.61
21Q2 (7)2920.00.03.00118.9869.492.70117.7460.714.37218.9888.36157.5536.8664.2710.59-13.2-21.095.9337.27-17.875.5360.292.799.3487.9334.788.77118.769.316.4639.22-13.755.5360.292.7916.4536.5641.67
21Q1 (6)2920.00.01.37-45.85149.091.24-34.3961.041.37-81.73149.09115.12-3.9737.912.20-2.7122.614.32-25.9-1.593.45-43.7276.924.97-28.935.424.01-45.81149.074.64-37.0428.893.45-43.7276.920.23-25.19-15.27
20Q4 (5)2920.00.02.53-4.5318.221.893.8510.537.5050.917.76119.884.4323.2312.543.720.165.83-9.75-9.756.13-9.05-4.526.99-5.811.317.4-4.6418.217.37-14.2-4.96.13-9.05-4.52--0.00
20Q3 (4)2920.00.02.6549.720.01.828.330.04.97114.220.0114.7919.690.012.09-9.910.06.46-10.530.06.7425.280.07.427.070.07.7649.810.08.5914.690.06.7425.280.0--0.00
20Q2 (3)2920.00.01.77221.820.01.68118.180.02.32321.820.095.9114.890.013.4234.870.07.2264.460.05.38175.90.06.9388.830.05.18221.740.07.49108.060.05.38175.90.0--0.00
20Q1 (2)2920.00.00.55-74.30.00.77-54.970.00.55-92.10.083.48-14.190.09.95-20.530.04.39-32.040.01.95-69.630.03.67-41.560.01.61-74.280.03.60-53.550.01.95-69.630.0--0.00
19Q4 (1)2920.00.02.140.00.01.710.00.06.960.00.097.280.00.012.520.00.06.460.00.06.420.00.06.280.00.06.260.00.07.750.00.06.420.00.0--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)
2024/1037.384.84-11.0371.78-3.53110.05N/A-
2024/935.65-3.7-18.78334.4-2.61110.090.3-
2024/837.02-1.06-12.49298.75-0.24110.930.3-
2024/737.422.55-9.19261.731.76112.660.29-
2024/636.49-5.85-12.18224.313.85115.020.24-
2024/538.76-2.57-5.8187.837.67118.640.23-
2024/439.78-0.811.57149.0711.83110.060.25-
2024/340.1132.921.66109.2916.11109.290.26-
2024/230.17-22.662.5669.1826.52109.670.26-
2024/139.01-3.6454.4439.0154.44118.580.24本月營收及本年累計營收均較去年同期增加,主要是因工作天數較多導致。
2023/1240.493.6-24.06464.96-32.07121.570.22-
2023/1139.08-6.94-36.31424.47-32.75124.970.22-
2023/1042.0-4.31-31.46385.39-32.37128.20.21-
2023/943.893.75-18.39343.39-32.47127.410.27-
2023/842.312.66-27.79299.5-34.14125.070.27-
2023/741.21-0.82-32.54257.19-35.08123.90.27-
2023/641.550.99-28.92215.98-35.54121.860.24-
2023/541.145.05-17.27174.43-36.94119.750.25-
2023/439.16-0.71-14.11133.29-41.25108.030.27-
2023/339.4534.09-34.4594.12-48.0894.120.4-
2023/229.4216.45-49.3554.68-54.85108.00.35本年累計營收較去年同期減少,主要是因工作天數較少導致。
2023/125.26-52.62-59.9225.26-59.92139.940.27本月營收及本年累計營收均較去年同期減少,主要是因工作天數較少導致。
2022/1253.32-13.11-20.72684.554.16175.970.25-
2022/1161.360.13-9.29631.236.99176.430.25-
2022/1061.2813.94-1.4569.869.1173.660.26-
2022/953.79-8.19-16.98508.5810.52173.470.32-
2022/858.59-4.1-7.62454.7915.03178.150.31-
2022/761.14.493.1396.219.36169.290.33-
2022/658.4617.556.05335.1122.89153.80.44-
2022/549.739.05-6.1276.6427.16155.520.43-
2022/445.6-24.22-7.78226.9137.88163.880.41-
2022/360.183.5936.04181.3157.49181.310.44本年累計營收較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和及新產品量產出貨增加所致。
2022/258.09-7.8473.6121.1270.88188.380.43本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和及新產品量產出貨增加所致。
2022/163.03-6.2868.4563.0368.45197.940.41本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和及新產品量產出貨增加所致。
2021/1267.26-0.5865.87657.258.72197.070.3本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和及新產品量產出貨增加所致。
2021/1167.658.8359.85589.9557.94194.60.3本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和及新產品量產出貨增加所致。
2021/1062.16-4.0567.92522.2957.7190.370.31本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和及新產品量產出貨增加所致。
2021/964.792.1569.66460.1356.41187.470.33本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和,各客戶出貨增加所致。
2021/863.427.0363.26395.3554.43177.810.35本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和,各客戶出貨增加所致。
2021/759.267.4856.94331.9252.86167.350.37本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和,各客戶出貨增加所致。
2021/655.134.0767.78272.6752.0157.550.33本月營收及本年累計營收均較去年同期增加,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和,各客戶出貨增加所致。
2021/552.977.1170.01217.5448.46146.660.35本月營收較去年同期增加70.02%,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和,各客戶出貨增加所致。
2021/449.4511.7855.05164.5742.64127.150.4本月營收較去年同期增加55.05%,主要是去年疫情影響,各客戶出貨減少,今年因疫情較緩和,各客戶出貨增加所致。
2021/344.2432.242.16115.1237.9115.120.36-
2021/233.46-10.5737.9270.8835.36111.430.37-
2021/137.42-7.7133.1537.4233.15120.290.34-
2020/1240.55-4.1933.31414.069.23119.880.27-
2020/1142.3214.3329.24373.517.13117.520.28-
2020/1037.02-3.068.49331.194.83114.050.29-
2020/938.19-1.714.52294.174.39114.790.27-
2020/838.852.8916.48255.993.03109.460.28-
2020/737.7614.917.17217.140.95101.770.3-
2020/632.865.45-4.72179.38-0.2695.910.33-
2020/531.16-2.311.01146.530.7894.170.34-
2020/431.892.496.12115.370.7287.270.37-
2020/331.1228.2512.5583.48-1.1983.480.39-
2020/224.26-13.663.6352.36-7.8782.770.39-
2020/128.1-7.6-15.9428.1-15.9491.260.35-
2019/1230.41-7.110.24379.0623.730.0N/A-
2019/1132.74-4.037.58348.6526.320.0N/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)2920.08.50-37.736.52-55.98464.96-32.0811.35-12.025.35-36.985.41-8.6124.89-57.1730.86-44.0425.07-37.98
2022 (9)2920.013.658.4214.8124.35684.554.1612.904.628.4918.745.925.1558.1223.6155.1512.040.428.86
2021 (8)2920.012.5968.7711.9193.34657.258.7212.331.97.1518.385.636.6347.0288.0849.2470.537.1369.23
2020 (7)2920.07.467.656.16-4.94414.069.2312.10-3.046.04-11.75.28-1.3125.0-3.5128.885.9421.947.81
2019 (6)2920.06.93159.556.4876.57379.0623.7412.4813.156.8434.655.35116.625.9166.4127.26115.3220.35159.24
2018 (5)2920.02.671.913.67464.62306.3416.3511.0337.535.08202.382.47-14.2415.57252.2612.6623.877.851.82
2017 (4)2920.02.6235.050.65-77.51263.3-12.378.02-10.491.68-55.672.8860.04.42-61.1610.2218.427.7135.03
2016 (3)292-0.681.94-35.972.890.35300.46-0.338.960.03.792.161.80-37.511.381.78.63-26.495.71-36.41
2015 (2)2944.633.03-18.982.88-7.1301.45-11.248.96-6.763.71-21.892.88-20.011.19-30.5811.74-33.488.98-15.44
2014 (1)2814.073.74-15.583.100.32339.62-17.669.6104.7503.60016.12-17.1617.65-21.4910.62-11.94

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