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)1022.02.03.054.815.172.3614.563.069.1246.6255.6321.457.6313.7931.98-4.37-1.2415.79-2.47-6.7314.620.0-4.943.394.956.273.117.247.6119.04-5.84-4.2314.620.0-4.946.54-3.77-3.10
24Q2 (19)1000.00.02.91-12.35298.632.06-20.7783.936.2287.35110.1419.935.4526.2233.44-0.4215.5116.19-11.5828.4914.62-16.55210.43.23-6.6562.312.9-12.39297.2620.22-7.25101.614.62-16.55210.4-5.41-7.21-25.62
24Q1 (18)1000.00.03.32-2.0648.882.60-30.4825.63.32-64.0748.8818.9-16.2617.3233.58-1.475.5318.31-4.889.6417.5216.7226.043.46-20.2828.623.31-2.0749.121.8025.6525.4317.5216.7226.041.737.4216.42
23Q4 (17)1000.00.03.3916.948.033.7463.3245.539.2457.68-7.8822.5719.7312.7434.085.2512.7419.2513.712.1115.01-2.4130.414.3436.0526.163.3816.9647.617.35-12.7311.6515.01-2.4130.4119.55157.0883.89
23Q3 (16)1000.00.02.90297.26-37.232.29104.46-6.915.8697.97-24.2918.8519.385.7832.3811.856.5816.9334.370.8915.38226.54-40.573.1960.36.692.89295.89-37.1719.8898.21-30.3215.38226.54-40.578.70115.0029.28
23Q2 (15)1000.00.00.73-67.26-30.481.12-45.892.752.9632.74-5.1315.79-1.9911.8328.95-9.024.1412.60-24.55-4.44.71-66.12-35.661.99-26.026.990.73-67.12-29.8110.03-42.29-21.094.71-66.12-35.66-10.76-34.94-32.67
23Q1 (14)1000.00.02.23-2.627.732.07-19.4634.422.23-77.777.7316.11-19.5321.0431.825.26-0.5916.70-2.746.3713.9020.76-10.842.69-21.828.712.22-3.067.2517.3811.84-10.613.9020.76-10.84-3.59-26.52-7.50
22Q4 (13)1000.00.02.29-50.43-0.872.574.4720.0910.0329.5926.820.0212.3536.5630.23-0.49-6.9617.172.322.8111.51-55.53-27.293.4415.0540.412.29-50.22-0.8715.54-45.53-11.5511.51-55.53-27.2919.27144.7865.08
22Q3 (12)1000.00.04.62340.0167.052.46125.6950.07.74148.0838.2117.8226.254.2930.389.28-9.4216.7827.31-1.1825.88253.5570.62.9960.7552.554.6342.31167.4428.53124.4763.525.88253.5570.616.14145.3648.23
22Q2 (11)1000.00.01.05-49.28-35.191.09-29.22-38.763.1250.72-19.3814.126.0920.4827.80-13.15-21.8913.18-16.05-35.047.32-53.05-47.451.86-11.0-21.851.04-49.76-35.412.71-34.62-31.337.32-53.05-47.45-1.56-29.84-28.63
22Q1 (10)1000.00.02.07-10.39-8.01.54-28.04-32.462.07-73.83-8.013.31-9.2115.0432.01-1.48-18.6915.70-5.99-37.1215.59-1.52-19.932.09-14.69-27.682.07-10.39-7.5919.4410.64-19.6415.59-1.52-19.938.8611.571.22
21Q4 (9)1000.00.02.3133.53-23.02.1430.49-26.217.9141.2541.514.6626.9315.1632.49-3.13-22.9216.70-1.65-40.6715.834.35-32.952.4525.0-31.562.3134.3-22.7417.570.69-38.0915.834.35-32.9512.7420.1611.31
21Q3 (8)1000.00.01.736.796.791.64-7.873.85.6044.7115.3811.55-1.4527.4833.54-5.76-12.2716.98-16.31-20.3615.178.9-14.491.96-17.651.551.726.836.1717.45-5.73-18.5315.178.9-14.49-0.07-10.61-14.90
21Q2 (7)1000.02.041.62-28.0295.121.78-21.93304.553.8772.0287.011.721.362.135.59-9.618.5920.29-18.74132.1513.93-28.45137.312.38-17.65277.781.61-28.12302.518.51-23.48131.9513.93-28.45137.31-3.90-26.50-21.66
21Q1 (6)1000.03.092.25-25.0281.362.28-21.38235.292.25-59.75281.3611.57-9.1154.2739.37-6.628.6624.97-11.3138.0419.47-17.53168.922.89-19.27265.822.24-25.08292.9824.19-14.76172.4119.47-17.53168.9215.7030.0931.08
20Q4 (5)1000.03.093.0085.1938.252.9083.5419.345.59115.016.9512.7340.5111.5742.1510.254.6428.1532.0412.623.6133.0928.113.5885.4925.612.9984.5741.7128.3832.4930.2423.6133.0928.11--0.00
20Q3 (4)1002.040.01.62295.120.01.58259.090.02.60160.00.09.0625.310.038.2327.390.021.32143.940.017.74202.210.01.93206.350.01.62305.00.021.42168.420.017.74202.210.0--0.00
20Q2 (3)981.030.00.41-30.510.00.44-35.290.01.0069.490.07.23-3.60.030.01-1.930.08.74-16.680.05.87-18.920.00.63-20.250.00.4-29.820.07.98-10.140.05.87-18.920.0--0.00
20Q1 (2)970.00.00.59-72.810.00.68-72.020.00.59-87.660.07.5-34.270.030.60-24.030.010.49-58.040.07.24-60.720.00.79-72.280.00.57-72.990.08.88-59.250.07.24-60.720.0--0.00
19Q4 (1)970.00.02.170.00.02.430.00.04.780.00.011.410.00.040.280.00.025.000.00.018.430.00.02.850.00.02.110.00.021.790.00.018.430.00.0--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)
2024/108.8212.6216.869.118.5423.83N/A-
2024/97.838.8817.9460.2718.9221.440.94-
2024/87.1911.9310.6752.4419.0720.221.0-
2024/76.42-2.913.645.2520.6120.021.01-
2024/66.61-5.2426.1838.8321.8619.930.91-
2024/56.9810.0830.7532.2221.019.270.94-
2024/46.346.522.4425.2418.5617.741.02-
2024/35.959.21-1.3818.916.9318.90.92-
2024/25.45-27.258.112.9427.8620.40.85-
2024/17.490.4647.457.4947.4522.50.77-
2023/127.46-1.1515.9473.2912.2522.550.77-
2023/117.55-0.019.665.8411.8521.730.8-
2023/107.5513.7212.2958.2911.9920.680.84-
2023/96.642.173.0950.6811.8118.780.91-
2023/86.4914.894.5644.0413.2517.390.99-
2023/75.657.857.8237.5214.8216.231.06-
2023/65.24-1.811.7331.8716.1615.760.95-
2023/55.343.0820.0226.6219.516.550.91-
2023/45.18-14.2214.4421.2919.4216.260.92-
2023/36.0419.7233.9816.1621.5116.161.1-
2023/25.04-0.7832.6610.1215.1216.561.07-
2023/15.08-21.011.765.081.7618.40.97-
2022/126.43-6.5526.8365.2931.9120.040.91-
2022/116.892.4439.9458.8632.4920.040.91-
2022/106.724.4143.8852.0531.6719.370.94-
2022/96.443.6254.1445.3230.0317.891.01主要新能源車客戶推出車款受市場熱銷,致使本月營收創新高。
2022/86.2118.4765.4238.8926.7516.611.091.氣候影響美國剷雪車出貨量增2.大陸地區新能源車銷售持續成長,帶動胡連新能源產品持續上升3.新增子公司營收注入效益
2022/75.241.7644.132.6721.3214.841.21-
2022/65.1515.8437.8727.4317.7614.121.12-
2022/54.45-1.711.6122.2813.9213.481.18-
2022/44.520.4212.9817.8214.4612.831.24-
2022/34.5118.5411.0313.314.9813.31.07-
2022/23.8-23.8819.798.7917.1113.871.02-
2022/14.99-1.5515.154.9915.1514.990.95-
2021/125.073.17.3249.535.314.660.88-
2021/114.925.3216.1844.4239.4513.770.94-
2021/104.6711.8522.2539.5343.0512.61.03-
2021/94.1811.2120.6634.8546.3911.571.0-
2021/83.753.225.5830.6850.7611.131.04去年同期受新冠病毒影響,致同期基期較低
2021/73.64-2.6338.7226.9355.1411.361.02去年同期受新冠病毒影響,致同期基期較低
2021/63.74-6.2158.523.2957.8711.730.84去年同期受新冠病毒影響,致同期基期較低
2021/53.98-0.574.019.5657.7512.050.81去年同期受新冠病毒影響,致同期基期較低
2021/44.0-1.353.9115.5754.0711.240.87去年同期受新冠病毒影響,致同期基期較低
2021/34.0627.8948.7811.5753.3511.570.74去年同期受新冠病毒影響,致同期基期較低
2021/23.17-26.8372.27.5155.9312.240.7去年同期受新冠病毒影響,致同期基期較低
2021/14.34-8.2445.854.3445.8513.30.65-
2020/124.7311.6114.1336.58-3.612.780.63-
2020/114.2310.826.6731.85-5.7811.520.7-
2020/103.8210.414.3127.63-7.410.270.78-
2020/93.4615.741.3423.81-10.239.070.8-
2020/82.9914.0-4.5920.35-11.947.970.91-
2020/72.6211.24-6.517.36-13.097.271.0-
2020/62.362.95-13.7714.75-14.137.250.97-
2020/52.29-11.99-28.712.4-14.27.620.92-
2020/42.6-4.594.8110.11-10.067.170.98-
2020/32.7348.03-24.957.54-14.047.541.03-
2020/21.84-38.03-5.184.82-6.328.960.87-
2020/12.97-28.2-7.022.97-7.0211.080.7-
2019/124.144.3119.1537.95-7.020.0N/A-
2019/113.9718.7613.5633.81-9.460.0N/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)1000.09.04-9.69.2020.2673.3112.3232.046.4116.664.7812.64-17.7112.2117.6312.05-4.219.21-7.9
2022 (9)1000.010.0026.747.65-2.5565.2731.8930.11-14.1715.90-18.6715.36-4.4810.387.2312.5831.5910.026.74
2021 (8)1000.07.8941.657.8540.1849.4935.4835.08-3.6319.552.9516.085.249.6839.489.5640.597.8941.65
2020 (7)1003.095.5717.265.6015.9436.53-3.6436.4012.1418.9921.7315.2824.846.9417.236.820.785.5720.04
2019 (6)970.04.75-20.444.83-18.2737.91-7.0832.46-6.115.60-14.4312.24-14.175.92-20.435.63-22.134.64-20.41
2018 (5)970.05.97-40.05.91-39.3840.80.0734.57-22.9418.23-39.614.26-40.187.44-39.517.23-40.155.83-40.02
2017 (4)970.09.958.519.75-1.2240.772.3944.86-1.9530.18-1.3723.845.7712.30.912.088.839.728.24
2016 (3)970.09.1711.839.8729.739.8217.2645.754.0230.603.8322.54-4.4512.1921.7811.18.198.9812.11
2015 (2)970.08.203.277.617.6433.965.1143.984.3429.476.1223.59-1.9110.0111.5910.267.668.013.09
2014 (1)978.997.9415.917.0729.9632.3116.0142.15027.77024.0508.9725.459.5323.297.7726.75

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