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)126-0.79-1.561.64-16.33-13.681.97-8.37-9.635.4143.88-5.2510.843.044.3352.41-0.112.5428.56-11.28-12.119.89-19.31-16.743.1-8.55-8.282.07-16.53-14.8124.74-17.56-15.9619.89-19.31-16.740.72-3.72-2.99
24Q2 (19)127-0.78-0.781.968.895.382.152.38-0.463.76108.89-1.0510.52-1.591.9452.476.00.3332.193.97-2.924.6510.945.573.392.42-0.882.488.34.6430.018.420.8424.6510.945.57-0.841079.443.17
24Q1 (18)1280.00.01.802150.0-7.222.103.96-8.71.80-68.86-7.2210.69-0.093.1949.50-1.34-7.0930.965.67-9.9222.221238.55-9.053.315.41-7.022.292190.0-7.6627.68332.5-8.5622.221238.55-9.051.451027.11-1.69
23Q4 (17)1280.0-2.290.08-95.79-93.12.02-7.34-12.935.781.23-13.2110.72.98-9.4850.17-1.843.129.30-9.82-4.561.66-93.05-87.813.14-7.1-13.50.1-95.88-93.426.40-78.26-66.031.66-93.05-87.811.83-46.82-3.21
23Q3 (16)1280.0-3.031.902.1518.012.180.93-6.445.7150.264.210.390.68-1.2451.11-2.28-3.3732.49-1.99-1.9623.892.3115.863.38-1.17-3.152.432.5314.6229.44-1.0816.1323.892.3115.860.15-0.99-2.58
23Q2 (15)1280.0-3.031.86-4.12-1.062.16-6.09-5.683.8095.88-1.8110.32-0.39-4.852.30-1.840.0833.15-3.55-3.5523.35-4.420.043.42-3.93-8.062.37-4.44-4.0529.76-1.68-2.6223.35-4.420.04-6.3731.56-3.48
23Q1 (14)128-2.29-1.541.9467.24-3.962.30-0.860.881.94-70.87-3.9610.36-12.35-0.4853.289.49-1.3534.3711.95-2.5824.4379.37-5.63.56-1.93-3.02.4863.16-5.730.2760.67-8.2724.4379.37-5.60.0019.64-0.65
22Q4 (13)131-0.760.771.16-27.95-47.752.32-0.43-3.336.6621.53-19.4711.8212.3612.0448.66-8.0-10.730.70-7.36-14.6313.62-33.95-51.393.634.01-4.221.52-28.3-47.418.84-25.68-45.5513.62-33.95-51.394.71-21.160.66
22Q3 (12)1320.01.541.61-14.36-14.362.331.754.025.4841.6-9.4210.52-2.951.6452.891.21-0.8333.14-3.58-8.9120.62-11.65-14.053.49-6.18-7.432.12-14.17-13.4725.35-17.05-22.6220.62-11.65-14.050.59-10.641.09
22Q2 (11)1321.545.61.88-6.93-13.762.290.44-4.983.8791.58-11.2410.844.133.8352.26-3.24-0.4634.37-2.58-0.8423.34-9.81-10.333.721.362.762.47-6.08-8.8630.56-7.39-3.0823.34-9.81-10.331.40-7.97-2.28
22Q1 (10)1300.04.02.02-9.01-7.342.28-5.0-9.162.02-75.57-7.3410.41-1.33-5.2854.01-0.884.7735.28-1.892.225.88-7.644.43.67-3.17-3.172.63-9.0-3.3133.00-4.628.0225.88-7.644.40.304.541.07
21Q4 (9)1300.04.02.2218.0918.092.407.1413.748.2736.69-3.1610.551.93-1.0354.492.184.6935.96-1.1517.1728.0216.827.133.790.5315.92.8917.9622.9834.605.6224.6428.0216.827.130.532.170.04
21Q3 (8)1304.04.01.88-13.76-20.342.24-7.05-9.686.0538.76-9.1610.35-0.86-2.6353.331.581.8536.384.964.5723.99-7.84-13.493.774.141.892.45-9.59-16.6732.763.9-0.8223.99-7.84-13.49-2.93-6.88-5.51
21Q2 (7)1250.02.462.180.0-1.82.41-3.98-3.64.36100.0-0.6810.44-5.0-7.8652.501.846.1734.660.411.0226.035.08.553.62-4.49-6.942.71-0.37-0.3731.533.213.4426.035.08.55-0.957.987.49
21Q1 (6)1250.01.632.1815.960.462.5118.961.212.18-74.470.4610.993.13.051.55-0.96-1.6834.5212.48-1.6824.7912.48-0.63.7915.91.072.7215.742.2630.5510.05-0.4224.7912.48-0.61.69-2.192.02
20Q4 (5)1250.01.631.88-20.349.942.11-14.9223.398.5428.2350.3510.660.2818.9752.05-0.5911.4630.69-11.789.4922.04-20.52-6.053.27-11.6230.282.35-20.0711.927.76-15.961.6522.04-20.52-6.05--0.00
20Q3 (4)1252.460.02.366.310.02.48-0.80.06.6651.710.010.63-6.180.052.365.880.034.791.40.027.7315.640.03.7-4.880.02.948.090.033.038.370.027.7315.640.0--0.00
20Q2 (3)122-0.810.02.222.30.02.500.810.04.39102.30.011.336.190.049.45-5.680.034.31-2.280.023.98-3.850.03.893.730.02.722.260.030.48-0.650.023.98-3.850.0--0.00
20Q1 (2)1230.00.02.1726.90.02.4845.030.02.17-61.80.010.6719.080.052.4312.270.035.1125.260.024.946.310.03.7549.40.02.6626.670.030.6812.340.024.946.310.0--0.00
19Q4 (1)1230.00.01.710.00.01.710.00.05.680.00.08.960.00.046.700.00.028.030.00.023.460.00.02.510.00.02.10.00.027.310.00.023.460.00.0--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)
2024/113.842.928.1539.634.1211.23N/A-
2024/103.732.138.3335.793.7111.01N/A-
2024/93.660.933.5432.063.1910.840.08-
2024/83.621.695.028.43.1510.780.08-
2024/73.56-1.054.4424.782.8810.590.08-
2024/63.64.935.221.222.6310.520.08-
2024/53.43-1.85-3.6717.622.1210.360.08-
2024/43.491.854.8514.193.6310.580.08-
2024/33.43-5.98-4.6510.693.2310.690.02-
2024/23.651.028.577.267.4310.970.02-
2024/13.61-2.456.313.616.3110.870.02-
2023/123.74.22-18.9741.77-4.1810.70.02-
2023/113.553.09-0.0238.06-2.4510.530.02-
2023/103.45-2.37-6.7734.51-2.6910.430.02-
2023/93.532.36-1.9331.06-2.2210.390.03-
2023/83.451.14-0.5327.53-2.2510.280.03-
2023/73.41-0.33-1.3224.08-2.4910.390.03-
2023/63.42-3.92-3.6920.67-2.6810.320.03-
2023/53.566.84-3.0917.25-2.4810.490.03-
2023/43.33-7.38-7.6413.69-2.3210.290.03-
2023/33.67.062.810.36-0.4810.360.03-
2023/23.36-1.06-3.326.76-2.1511.330.03-
2023/13.4-25.65-0.963.4-0.9611.520.03-
2022/124.5728.623.3143.591.8411.820.03-
2022/113.55-3.87-0.3639.02-0.1910.850.04-
2022/103.72.695.3235.47-0.1710.760.04-
2022/93.63.813.6131.77-0.7710.520.04-
2022/83.470.35-2.2328.17-1.3110.480.04-
2022/73.46-2.73-2.9424.7-1.1810.680.04-
2022/63.55-3.32-1.8321.25-0.8910.840.03-
2022/53.671.8310.7217.69-0.710.780.03-
2022/43.613.093.014.02-3.3110.590.03-
2022/33.50.67-1.7410.41-5.3210.410.03-
2022/23.481.34-1.416.91-7.0410.620.03-
2022/13.43-7.59-12.133.43-12.1310.710.03-
2021/123.714.084.1142.81-1.1110.790.03-
2021/113.571.62-0.0639.1-1.5810.550.03-
2021/103.511.03-0.3435.53-1.7310.530.03-
2021/93.47-2.04-1.4132.02-1.8810.580.02-
2021/83.55-0.38-0.5928.54-1.9310.740.02-
2021/73.56-1.850.7125.0-2.1210.510.02-
2021/63.639.32.1521.45-2.5410.450.03-
2021/53.32-5.27-19.9417.82-3.4410.390.03-
2021/43.5-1.66-3.5914.51.3310.590.03-
2021/33.561.02-0.2910.993.0110.990.02-
2021/23.53-9.670.197.434.6811.00.02-
2021/13.99.499.093.99.0911.040.02-
2020/123.57-0.09-10.6143.2940.2610.660.03-
2020/113.571.3341.7639.7247.8110.620.03-
2020/103.52-0.0443.6236.1548.4310.610.03-
2020/93.52-1.2331.6732.6348.9710.630.03-
2020/83.570.9347.229.1151.3810.650.03本年累計營業收入較去年累計增加,係因完成得濬(股)公司股權交割案。該公司及其子公司收入已併入申報。
2020/73.54-0.4538.7825.5451.9911.230.03本年累計營業收入較去年累計增加,係因完成得濬(股)公司股權交割案。該公司及其子公司收入已併入申報
2020/63.55-14.3346.7722.054.3511.330.03本年累計營業收入較去年累計增加,係因完成得濬(股)公司股權交割案。該公司及其子公司收入已併入申報。
2020/54.1514.0777.1718.4555.8911.350.03本月及本年累計營業收入較去年同期及去年累計增加,係因完成得濬(股)公司股權交割案。該公司及其子公司收入已併入申報。
2020/43.631.754.9114.3150.6510.730.03本月及本年累計營業收入較去年同期及去年累計增加,係因完成得濬(股)公司股權交割案。該公司及其子公司收入已併入申報。
2020/33.571.5149.5910.6749.2610.670.03-
2020/23.52-1.6548.757.149.0911.090.03-
2020/13.58-10.2849.413.5849.410.0N/A-
2019/123.9958.4561.7330.865.270.0N/A本月營業收入較去年同期增加,係因108/12/2完成得濬(股)公司股權交割案。該公司及其子公司當月收入業已併入申報。
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)128-2.295.77-13.238.67-5.8641.77-4.1851.70-0.2932.30-2.9718.19-11.9613.49-7.039.95-14.527.38-15.56
2022 (9)1310.776.65-19.399.21-3.7643.593.9651.85-3.0133.29-6.7820.66-20.3914.51-3.0711.64-14.978.74-18.92
2021 (8)1304.08.25-3.289.57-0.2141.93-1.6753.462.2235.714.2625.953.6314.972.5313.693.7110.781.03
2020 (7)1251.638.5350.189.5983.3742.6438.1752.3015.434.2527.725.0410.8514.676.3313.252.4210.6753.08
2019 (6)1230.825.689.025.2314.6930.865.2545.320.9626.823.3522.593.968.288.88.665.226.979.42
2018 (5)122-0.815.210.974.56-5.7929.32-0.3744.89-4.2925.95-1.1821.730.517.61-1.558.233.06.370.16
2017 (4)1232.55.16-15.274.84-19.629.43-1.2446.90-7.3526.26-14.1821.62-12.267.73-15.247.99-10.026.36-13.35
2016 (3)1207.146.09-20.186.02-15.2129.8-1.7250.62-6.7430.60-13.6824.64-12.939.12-15.168.88-14.377.34-14.35
2015 (2)1120.97.63-10.137.10-6.9530.32-1.6554.28-5.7635.45-6.6928.30-7.4610.75-8.210.37-9.838.57-8.93
2014 (1)1119.98.491.437.63-1.5530.83-5.2357.60037.99030.58011.711.0411.512.29.4111.63

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