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)730.00.01.20-7.6921.211.084.8558.823.4054.55-8.1111.2-0.4421.8724.486.162.179.167.7621.167.82-7.240.01.037.2949.280.88-7.3720.559.98-2.63-0.67.82-7.240.016.8318.3849.59
24Q2 (19)730.00.01.3044.44-7.141.0394.343.02.20144.44-18.5211.2534.0911.0623.06-7.05-6.948.5030.57-16.018.4310.63-14.50.9674.55-6.80.9543.94-7.7710.255.45-21.588.4310.63-14.56.1136.5023.41
24Q1 (18)730.00.00.9028.57-30.770.53-47.52-58.910.90-79.55-30.778.39-21.88-22.124.816.76-2.056.51-12.03-44.67.6270.47-19.190.55-31.25-56.350.6626.92-30.539.7280.33-17.77.6270.47-19.19-2.50-0.360.50
23Q4 (17)730.00.00.70-29.29-44.01.0148.53-22.314.4018.92-24.7910.7416.87-14.5623.24-3.015.37.40-2.12-18.954.47-42.84-43.20.815.94-30.430.52-28.77-42.865.39-46.31-38.614.47-42.84-43.23.80-29.298.27
23Q3 (16)730.00.00.99-29.29-47.890.68-32.0-54.973.7037.04-19.579.19-9.28-31.5723.96-3.31-0.297.56-25.3-37.687.82-20.69-28.910.69-33.01-57.670.73-29.13-47.4810.04-23.18-29.597.82-20.69-28.91-7.61-10.80-27.24
23Q2 (15)730.00.01.407.69-22.651.00-22.48-31.972.70107.690.010.13-5.94-19.2824.78-2.170.7710.12-13.87-19.239.864.56-9.291.03-18.25-34.391.038.42-21.9713.0710.67-10.179.864.56-9.29-10.135.85-11.62
23Q1 (14)730.00.01.304.046.071.29-0.77122.411.30-77.7846.0710.77-14.32-4.4425.3314.7733.9511.7528.795.839.4319.8253.331.269.5785.290.954.446.1511.8134.5146.349.4319.8253.33-10.36-15.11-7.34
22Q4 (13)730.00.01.25-34.2154.321.30-13.9173.335.8527.1795.012.57-6.40.022.07-8.1610.799.13-24.7329.57.87-28.4537.831.15-29.4529.210.91-34.5354.248.78-38.4319.467.87-28.4537.830.30-14.62-5.59
22Q3 (12)730.00.01.904.97211.481.512.72235.564.6070.37109.0913.437.0127.0624.03-2.2827.7512.13-3.19144.5611.001.2147.751.633.82213.461.395.3208.8914.26-1.99133.3911.001.2147.759.1854.1778.08
22Q2 (11)730.00.01.81103.37212.071.47153.45177.362.70203.3770.8912.5511.3612.2524.5930.0428.3412.53108.83147.6310.8776.75173.121.57130.88175.441.32103.08206.9814.5580.3166.4810.8776.75173.120.5156.6265.39
22Q1 (10)730.00.00.899.88-11.00.58-22.67-44.230.89-70.33-11.011.27-10.34-9.1918.91-5.07-10.176.00-14.89-31.116.157.71-0.650.68-23.6-37.040.6510.17-10.968.079.8-4.386.157.71-0.654.2921.3422.00
21Q4 (9)730.04.290.8132.79-27.680.7566.67-35.343.0036.36-43.2912.5718.92-8.2519.925.9-4.237.0542.14-23.25.7128.6-9.510.8971.15-29.370.5931.11-25.327.3520.29-15.95.7128.6-9.516.7318.9825.79
21Q3 (8)730.01.390.615.17-57.640.45-15.09-69.592.2039.24-47.8710.57-5.46-23.1818.81-1.83-13.724.96-1.98-52.354.4411.56-42.110.52-8.77-63.640.454.65-56.736.1111.9-39.564.4411.56-42.11-7.69-18.41-32.06
21Q2 (7)730.07.350.58-42.0-60.810.53-49.04-64.191.5858.0-43.1711.18-9.91-23.0619.16-8.98-9.585.06-41.91-55.813.98-35.7-53.180.57-47.22-65.660.43-41.1-57.435.46-35.31-50.323.98-35.7-53.18-9.66-26.36-29.69
21Q1 (6)734.297.351.00-10.71-23.081.04-10.3411.831.00-81.1-23.0812.41-9.42-2.1321.051.24.318.71-5.12-2.246.19-1.9-22.621.08-14.29-4.420.73-7.59-17.058.44-3.43-19.476.19-1.9-22.62-4.93-16.46-15.98
20Q4 (5)70-2.784.481.12-22.22-1.751.16-21.62-15.335.2925.3623.613.7-0.44-4.4620.80-4.59-2.399.18-11.82-16.016.31-17.73-10.111.26-11.89-19.750.79-24.042.68.74-13.55-6.326.31-17.73-10.11--0.00
20Q3 (4)725.880.01.44-2.70.01.480.00.04.2251.80.013.76-5.30.021.802.880.010.41-9.080.07.67-9.760.01.43-13.860.01.042.970.010.11-8.010.07.67-9.760.0--0.00
20Q2 (3)680.00.01.4813.850.01.4859.140.02.78113.850.014.5314.590.021.195.00.011.4528.510.08.506.250.01.6646.90.01.0114.770.010.994.870.08.506.250.0--0.00
20Q1 (2)681.490.01.3014.040.00.93-32.120.01.30-69.630.012.68-11.580.020.18-5.30.08.91-18.480.08.0013.960.01.13-28.030.00.8814.290.010.4812.330.08.0013.960.0--0.00
19Q4 (1)670.00.01.140.00.01.370.00.04.280.00.014.340.00.021.310.00.010.930.00.07.020.00.01.570.00.00.770.00.09.330.00.07.020.00.0--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)
2024/103.11-28.11-3.3433.951.9310.99N/A-
2024/94.3321.8317.4530.842.511.21.96-
2024/83.556.9126.6226.510.4111.791.86-
2024/73.32-32.3822.9222.96-2.6911.551.9-
2024/64.9148.1832.519.64-6.0111.251.89-
2024/53.329.850.2814.73-14.3110.142.09-
2024/43.02-20.79-3.1611.41-17.798.982.36-
2024/33.8176.73-10.148.39-22.038.392.36-
2024/22.16-11.2-38.84.58-29.758.62.3-
2024/12.43-39.53-19.142.43-19.149.951.99-
2023/124.0114.49-19.0540.82-18.0610.741.66-
2023/113.518.98-12.536.81-17.9510.411.72-
2023/103.22-12.65-10.7133.3-18.499.711.84-
2023/93.6831.35-33.0330.09-19.249.192.22-
2023/82.83.79-33.4926.4-16.859.212.22-
2023/72.7-27.12-27.2423.6-14.39.722.1-
2023/63.7112.15-28.0120.89-12.2910.132.2-
2023/53.316.08-7.7417.19-7.9510.662.09-
2023/43.12-26.5-18.4313.88-8.010.882.05-
2023/34.2420.36-3.9110.77-4.4610.772.35-
2023/23.5217.316.316.53-4.8211.492.21-
2023/13.0-39.46-15.243.0-15.2411.972.12-
2022/124.9623.75-1.2149.836.612.572.2-
2022/114.0111.215.3944.877.5413.112.11-
2022/103.6-34.49-3.8440.867.7613.322.07-
2022/95.530.4631.3837.269.0313.432.15-
2022/84.2213.5440.4831.755.9113.082.21-
2022/73.71-27.899.6927.542.0612.452.32-
2022/65.1543.7219.1323.820.9712.552.13-
2022/53.58-6.19-7.0418.67-3.111.822.26-
2022/43.82-13.4227.1415.09-2.1111.552.31-
2022/34.4133.180.9211.27-9.211.272.23-
2022/23.31-6.47-14.766.86-14.7111.882.11-
2022/13.54-29.43-14.653.54-14.6512.372.03-
2021/125.0232.03-9.6846.74-14.4812.571.97-
2021/113.81.45-11.7841.72-15.0311.742.11-
2021/103.75-10.48-2.0337.92-15.3410.942.27-
2021/94.1939.5-20.9334.17-16.5810.572.24-
2021/83.0-11.34-32.4929.98-15.9410.712.21-
2021/73.39-21.68-15.6826.98-13.5811.562.05-
2021/64.3212.13-24.9623.59-13.2711.181.93-
2021/53.8628.3-14.4819.27-10.1311.231.93-
2021/43.0-31.28-29.4415.42-8.9711.261.92-
2021/34.3712.47-8.0612.41-2.0912.411.8-
2021/23.89-6.3513.228.041.4813.61.64-
2021/14.15-25.33-7.494.15-7.4914.021.59-
2020/125.5628.97-3.4654.6623.3313.71.71-
2020/114.3112.66-4.2249.127.3313.431.74-
2020/103.83-27.75-6.244.7931.513.571.72-
2020/95.319.1-2.2940.9636.6313.761.62-
2020/84.4510.7324.1435.6745.2214.221.57-
2020/74.02-30.330.8931.2248.8214.281.56-
2020/65.7627.851.127.251.914.531.34因新增合併兩家子公司營業收入淨額,致使本月營收及本年累計營收增幅百分比達50%以上。
2020/54.515.8567.5721.4452.1113.521.44因新增合併兩家子公司營業收入淨額,致使本月營收及本年累計營收增幅百分比達50%以上。
2020/44.26-10.4678.2916.9448.4712.451.57因新增合併兩家子公司營業收入淨額,致使本月營收增幅百分比達50%以上。
2020/34.7638.5224.6612.6840.5712.681.43-
2020/23.43-23.4847.597.9252.2313.681.33因新增合併兩家子公司營業收入淨額,致使本年累計營收增幅百分比達50%以上。
2020/14.49-22.0755.984.4955.9814.751.23因新增合併兩家子公司營業收入淨額,致使本月營收及本年累計營收增幅百分比達50%以上。
2019/125.7627.9415.1144.324.330.0N/A-
2019/114.510.3324.3838.562.890.0N/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)730.04.38-23.563.99-17.940.82-18.0824.348.089.26-8.237.87-13.333.78-24.854.1-28.823.23-24.53
2022 (9)730.05.7394.244.8674.8249.836.6122.5213.7910.0954.289.0876.655.0364.385.7678.334.2894.55
2021 (8)734.292.95-43.052.78-44.9546.74-14.4919.79-5.816.54-34.85.14-32.633.06-44.163.23-41.382.2-40.86
2020 (7)704.485.1821.035.0525.9454.6623.3321.011.8410.033.837.633.255.4828.045.5129.953.7228.72
2019 (6)671.524.28-20.894.01-9.2844.324.3320.636.789.66-4.077.39-13.474.280.04.24-8.032.89-18.82
2018 (5)6610.05.41-3.224.42-1.5642.485.2519.321.6310.073.398.541.674.288.914.6114.683.565.64
2017 (4)600.05.59-15.694.49-11.6140.3610.1219.01-19.459.74-21.778.40-23.53.93-13.824.02-17.283.37-15.96
2016 (3)600.06.639.595.0821.5336.653.4123.6011.0612.4515.9210.986.44.5619.694.8610.454.019.86
2015 (2)600.06.0561.764.1865.8735.4431.721.2511.2610.7422.0510.3221.73.8160.764.457.143.6560.09
2014 (1)600.03.7423.432.5217.7626.9123.119.1008.8008.4802.3721.542.824.442.2823.24

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