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)870.00.014.08-4.2295.0114.99-1.1260.8436.9661.5419.5367.012.9850.1530.94-0.87-4.1823.631.335.1618.35-6.9930.0515.844.3557.9312.3-4.2195.2422.53-1.122.3818.35-6.9930.0522.2337.8629.06
24Q2 (19)870.00.014.7079.93-3.0315.1659.2447.7622.88180.05-3.565.0741.4925.1831.210.52-1.8223.328.214.8619.7327.13-22.4115.1853.1831.3112.8479.83-2.8722.7819.52-25.2919.7327.13-22.4120.8028.5129.00
24Q1 (18)870.00.08.17-22.92-4.449.52-1.24-0.948.17-80.32-4.4445.990.11-2.0731.054.44-3.3921.555.48-2.7115.52-22.94-2.339.915.54-4.717.14-22.81-4.2919.06-14.57-5.8315.52-22.94-2.331.5211.951.10
23Q4 (17)870.00.010.6046.81-19.459.643.43-33.6541.5234.28-18.4345.942.94-19.3829.73-7.93-17.3720.43-9.08-20.6620.1442.740.19.39-6.38-35.999.2546.83-19.3522.3121.18-5.8620.1442.740.1-5.60-2.78-2.87
23Q3 (16)870.00.07.22-52.37-58.249.32-9.16-39.0130.9230.41-18.0944.63-14.14-30.3232.291.57-4.8922.471.03-15.4614.11-44.51-39.9810.03-13.24-41.076.3-52.34-58.1718.41-39.62-37.2714.11-44.51-39.98-1.7312.47-1.20
23Q2 (15)870.00.015.1677.313.0610.266.76-21.523.71177.3115.8851.9810.69-18.131.79-1.099.6622.240.411.0425.4360.0426.0811.5611.15-17.2513.2277.213.2830.4950.6425.6825.4360.0426.08-3.4521.14-13.55
23Q1 (14)870.00.08.55-35.0348.79.61-33.8642.168.55-83.248.746.96-17.599.8732.14-10.6728.1522.15-13.9831.2215.89-21.0235.710.4-29.1144.247.46-34.9649.220.24-14.636.5715.89-21.0235.7-14.31-29.46-19.38
22Q4 (13)870.00.013.16-23.8981.0214.53-4.9185.8150.9034.8387.6256.98-11.0415.9535.985.9845.9625.75-3.1251.0320.12-14.4256.4514.67-13.8175.0611.47-23.8481.4923.70-19.2547.3920.12-14.4256.45-5.06-3.186.00
22Q3 (12)870.00.017.2917.54118.5815.2816.9198.9637.7584.5189.9864.050.9141.6733.9517.1131.4926.5820.7644.323.5116.5654.4717.0221.83104.3215.0617.66118.929.3520.9855.5423.5116.5654.4724.7086.6955.12
22Q2 (11)870.00.014.71155.83107.4813.0793.3480.7720.46255.8371.0763.4748.556.3728.9915.598.722.0130.3922.4820.1772.2532.7813.9793.7691.6312.8156.0107.4624.2663.737.2220.1772.2532.7817.7467.4639.90
22Q1 (10)870.00.05.75-20.9118.076.76-13.5540.835.75-78.8118.0742.74-13.0223.4225.081.742.216.88-1.011.3511.71-8.94-4.17.21-13.9637.335.0-20.8918.214.82-7.84-3.1411.71-8.94-4.1-2.17-14.50-5.87
21Q4 (9)870.00.07.27-8.0938.487.821.8232.0927.1336.547.1949.148.6935.924.65-4.530.017.05-7.443.0812.86-15.511.988.380.640.136.32-8.1438.616.08-14.797.9912.86-15.511.9810.041.744.02
21Q3 (8)870.00.07.9111.5724.967.686.227.4119.8766.14-0.9545.2111.3824.5525.82-3.19-13.7318.422.5-12.8715.220.20.598.3314.278.66.8811.5125.3218.876.73-1.4115.220.20.5914.3028.5828.43
21Q2 (7)870.04.827.0945.59-25.917.2350.63-19.8411.96145.59-17.1240.5917.215.2426.678.68-18.5417.9718.54-23.515.1924.41-25.947.2938.86-19.546.1745.86-22.017.6815.56-25.2715.1924.41-25.946.4919.1815.86
21Q1 (6)870.04.824.87-7.240.414.80-18.9217.364.87-80.760.4134.63-4.2335.824.54-0.45-19.5415.16-8.34-15.7812.21-3.17-22.335.25-12.2114.384.23-7.245.4915.302.75-22.5712.21-3.17-22.33-2.31-12.15-18.06
20Q4 (5)870.06.15.25-17.06-16.935.92-17.2-2.1525.3126.17-2.1636.16-0.399.0124.65-17.64-14.9716.54-21.76-8.4712.61-16.66-19.585.98-22.03-0.174.56-16.94-12.3114.89-22.2-16.7712.61-16.66-19.58--0.00
20Q3 (4)874.820.06.33-33.860.07.15-20.730.020.0639.020.036.3-5.890.029.93-8.580.021.14-10.00.015.13-26.230.07.67-15.340.05.49-30.590.019.14-19.10.015.13-26.230.0--0.00
20Q2 (3)830.00.09.5797.320.09.02120.540.014.43197.530.038.5751.250.032.747.340.023.4930.50.020.5130.470.09.0697.390.07.9197.260.023.6619.740.020.5130.470.0--0.00
20Q1 (2)831.220.04.85-23.260.04.09-32.40.04.85-81.250.025.5-23.120.030.505.210.018.00-0.390.015.720.260.04.59-23.370.04.01-22.880.019.7610.450.015.720.260.0--0.00
19Q4 (1)820.00.06.320.00.06.050.00.025.870.00.033.170.00.028.990.00.018.070.00.015.680.00.05.990.00.05.20.00.017.890.00.015.680.00.0--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)
2024/1015.56-20.9112.86193.6323.0460.53N/A-
2024/919.68-22.2234.21178.0724.0267.010.32-
2024/825.314.7963.31158.3922.8669.610.31去年基期較低
2024/722.04-1.0752.12133.0917.3465.960.33去年基期較低
2024/622.282.9154.31111.0612.2565.070.37去年基期較低
2024/521.642.3311.3388.785.0660.350.4-
2024/421.1520.4516.8167.143.1948.80.5-
2024/317.5674.1-11.8845.99-2.0645.990.39-
2024/210.09-45.01-21.1628.435.1843.280.41-
2024/118.3423.528.8518.3428.8550.490.35-
2023/1214.85-14.14-16.26189.51-16.645.940.31-
2023/1117.325.48-13.02174.66-16.6345.740.31-
2023/1013.79-5.95-28.76157.36-17.0143.940.32-
2023/914.66-5.35-29.19143.57-15.6744.630.33-
2023/815.496.92-34.3128.91-13.844.410.33-
2023/714.490.35-26.72113.42-9.9648.360.3-
2023/614.43-25.74-33.7898.94-6.8551.980.29-
2023/519.447.36-6.8584.50.157.470.26-
2023/418.11-9.13-12.9465.062.3950.830.29-
2023/319.9355.7619.1746.969.8546.960.4-
2023/212.79-10.1220.9327.033.8644.760.42-
2023/114.23-19.74-7.8214.23-7.8251.860.37-
2022/1217.74-10.8213.92227.2534.0156.980.35-
2022/1119.892.7612.08209.5136.0459.950.34-
2022/1019.35-6.5222.32189.6239.1663.640.32-
2022/920.7-12.1838.44170.2741.3864.050.38-
2022/823.5819.2746.89149.5641.7965.150.37-
2022/719.77-9.3239.14125.9840.8862.440.39-
2022/621.84.4561.58106.2141.2163.470.38因受疫情影響,部分訂單延至6月出貨。
2022/520.870.3456.584.4136.7558.390.41因受疫情影響,部分訂單延至5月出貨。
2022/420.824.3951.1163.5431.3148.10.5因受疫情影響,部分訂單由原本三月延至本月出貨。
2022/316.7258.0521.342.7423.4442.740.55-
2022/210.58-31.537.4926.0224.8541.590.56-
2022/115.44-0.817.4515.4417.4548.760.48-
2021/1215.57-12.2618.45169.5724.249.140.36-
2021/1117.7512.1640.31154.024.8148.520.37-
2021/1015.825.7952.57136.2523.0446.830.38去年基期較低
2021/914.96-6.8223.66120.4319.9945.210.45-
2021/816.0512.9835.76105.4719.4843.750.46-
2021/714.215.2914.7489.4216.9741.030.49-
2021/613.491.174.6675.2217.440.590.49-
2021/513.34-3.13.0261.7220.6140.880.49-
2021/413.76-0.148.0848.3926.5635.240.57-
2021/313.7879.1523.5334.6335.7834.630.47-
2021/27.69-41.4849.1320.8445.3233.990.48-
2021/113.150.0343.1813.1543.1838.940.42-
2020/1213.143.9216.32136.535.5336.160.36-
2020/1112.6521.9512.12123.384.535.110.37-
2020/1010.37-14.25-2.11110.743.6934.290.38-
2020/912.092.297.34100.374.3336.30.3-
2020/811.82-4.51.0988.273.9437.090.29-
2020/712.38-3.9520.5576.454.3938.210.28-
2020/612.89-0.420.5364.071.7538.570.28-
2020/512.941.648.0251.18-2.0836.830.29-
2020/412.7314.128.4838.23-5.0829.050.37-
2020/311.16116.278.5225.5-10.6625.50.49-
2020/25.16-43.81-30.1814.34-21.4725.640.49-
2020/19.18-18.73-15.559.18-15.5531.760.39-
2019/1211.30.1714.42129.3613.390.0N/A-
2019/1111.286.4620.07118.0613.30.0N/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)870.041.31-18.5438.83-21.76189.51-16.6131.490.2521.83-6.1919.12-2.041.38-21.7543.82-18.936.23-18.27
2022 (9)870.050.7188.0249.6380.41227.2534.0231.4123.5623.2734.919.5140.2652.8880.7954.0386.9644.3387.92
2021 (8)870.026.977.2827.515.08169.5724.225.42-13.6317.25-13.7513.91-13.5529.257.1428.99.0623.597.37
2020 (7)876.125.14-2.2926.189.91136.535.5429.430.5820.001.1616.09-2.3127.36.7726.51.321.973.1
2019 (6)825.1325.7311.7223.8224.19129.3613.3929.267.4919.776.8616.473.5825.5721.1326.1615.9621.3117.48
2018 (5)780.023.0332.5819.188.55114.0815.6827.22-0.3718.50-0.2215.9014.9721.1115.4222.5636.3118.1432.99
2017 (4)780.017.37-4.5617.6710.9998.6221.4527.32-10.7518.54-10.3513.83-21.3818.298.9316.55-3.8913.64-4.48
2016 (3)785.4118.20-4.1115.923.7881.21.0130.610.9920.68-0.9617.59-0.1716.790.0617.22-2.2114.280.78
2015 (2)747.2518.9833.115.3448.6480.3919.5730.3115.7320.8823.717.6218.9716.7847.8417.6142.9414.1742.41
2014 (1)6915.014.2640.7710.3244.5467.2322.4426.19016.88014.81011.3548.7512.3263.619.9562.85

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