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)450.00.00.10145.450.00.11137.930-0.979.35-154.493.46.25-25.2746.880.9336.24-1.5369.58-225.531.29141.2129.0-0.0568.75-150.00.04140.0-20.0-1.7159.76-347.831.29141.2129.015.14109.94102.30
24Q2 (19)450.00.0-0.2274.42-124.44-0.2966.67-139.73-1.07-24.42-163.693.224.03-28.5746.453.345.38-5.0367.3-157.35-3.1378.92-134.89-0.1660.0-141.03-0.173.68-125.0-4.2571.36-141.38-3.1378.92-134.89-5.66-208.25-156.99
24Q1 (18)450.00.0-0.86-490.91-210.26-0.87-380.65-229.85-0.86-143.0-210.262.58-35.34-32.6444.958.92-5.69-15.38-1638.0-250.2-14.85-716.18-263.37-0.4-1100.0-202.56-0.38-480.0-208.57-14.84-16588.89-228.82-14.85-716.18-263.37-23.83-185.46-190.32
23Q4 (17)450.02.270.22120.0-86.590.310-78.912.0012.36-79.43.99-12.31-7.4241.2719.94-24.961.00312.77-94.912.41141.0-85.550.04300.0-95.290.1100.0-86.110.09-86.96-99.572.41141.0-85.55-5.3815.55-50.00
23Q3 (16)450.02.270.10-88.89-94.680.00-100.0-100.01.785.95-77.974.551.562.7134.41-21.94-38.49-0.47-105.36-102.111.00-88.85-94.67-0.02-105.13-102.020.05-87.5-93.980.69-93.28-97.11.00-88.85-94.679.26-36.76-45.52
23Q2 (15)450.02.270.9015.38-69.590.738.96-73.741.68115.38-72.954.4816.97-10.9344.08-7.51-29.198.77-14.36-72.658.97-1.32-65.370.390.0-75.780.414.29-69.2310.27-10.85-68.948.97-1.32-65.372.91-18.53-22.73
23Q1 (14)452.272.270.78-52.44-76.00.67-54.42-77.810.78-91.97-76.03.83-11.14-29.647.66-13.35-24.1710.24-47.89-68.699.09-45.5-65.00.39-54.12-78.090.35-51.39-75.1811.52-45.33-65.739.09-45.5-65.0-6.93-32.60-33.72
22Q4 (13)440.07.321.64-12.77-63.061.47-13.02-63.259.7120.17-20.414.31-2.71-27.3255.00-1.68-15.6319.65-11.69-48.4416.68-11.09-45.240.85-14.14-62.390.72-13.25-60.2221.07-11.43-45.0616.68-11.09-45.24-7.32-24.63-26.12
22Q3 (12)440.010.01.88-36.49-53.351.69-39.21-51.858.0830.113.194.43-11.93-18.8655.94-10.14-10.722.25-30.6-38.8718.76-27.57-38.330.99-38.51-50.250.83-36.15-49.0823.79-28.04-36.218.76-27.57-38.33-9.73-22.71-23.58
22Q2 (11)440.010.02.96-8.9214.732.78-7.9520.356.2191.0863.855.03-7.5410.5562.25-0.956.3632.06-1.9910.6325.90-0.2713.31.61-9.5521.971.3-7.825.033.06-1.6713.6525.90-0.2713.3-7.90-17.86-16.23
22Q1 (10)447.3210.03.25-26.8168.63.02-24.5155.933.25-73.36168.65.44-8.2652.3862.85-3.5921.132.71-14.1777.5825.97-14.7493.091.78-21.24169.71.41-22.1193.7533.62-12.3396.7225.97-14.7493.090.17-8.32-5.27
21Q4 (9)412.55.134.4410.17627.874.0013.96412.8212.2055.811387.85.938.6195.7165.194.0733.8938.114.7189.5930.460.13270.562.2613.57465.01.8111.04654.1738.352.84297.8230.460.13270.5614.3033.1932.95
21Q3 (8)400.02.564.0356.22021.053.5151.954914.297.83106.63628.575.4620.0115.8162.647.0235.4736.4025.62933.3330.4233.071151.851.9950.766533.331.6356.732228.5737.2928.191222.3430.4233.071151.8523.7384.7173.86
21Q2 (7)400.00.02.58113.224400.02.3195.76571.433.79213.2218850.04.5527.45189.8158.5312.7717.228.9857.33296.4722.8669.961081.121.32100.0673.911.04116.675300.029.0970.221512.1422.8669.961081.1222.63105.7973.52
21Q1 (6)402.562.561.2198.361412.51.1851.2801.2147.561412.53.5717.8257.2751.906.591.2318.4239.9710133.3313.4563.631624.360.6665.000.48100.01500.017.0977.281120.7113.4563.631624.3618.79159.71532.78
20Q4 (5)390.00.00.61221.0560.530.781014.2916.420.82290.48-47.13.0319.7612.6448.695.3-7.9613.16996.6713.258.22238.2770.190.41233.3329.030.24242.8660.09.64241.8463.398.22238.2770.19--0.00
20Q3 (4)39-2.50.00.19416.670.00.07114.290.00.21950.00.02.5361.150.046.24-7.410.01.20108.140.02.43204.290.00.03113.040.00.07450.00.02.82236.890.02.43204.290.0--0.00
20Q2 (3)402.560.0-0.06-175.00.0-0.4900.00.02-75.00.01.57-30.840.049.94-2.590.0-14.75-8294.440.0-2.33-398.720.0-0.2300.0-0.02-166.670.0-2.06-247.140.0-2.33-398.720.0--0.00
20Q1 (2)390.00.00.08-78.950.00.00-100.00.00.08-94.840.02.27-15.610.051.27-3.080.00.18-98.450.00.78-83.850.00-100.00.00.03-80.00.01.40-76.270.00.78-83.850.0--0.00
19Q4 (1)390.00.00.380.00.00.670.00.01.550.00.02.690.00.052.900.00.011.620.00.04.830.00.00.310.00.00.150.00.05.900.00.04.830.00.0--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)
2024/101.1-8.55-32.4210.29-28.983.43N/A-
2024/91.26.69-27.739.19-28.553.41.83-
2024/81.135.77-20.727.98-28.673.241.92-
2024/71.072.14-26.846.85-29.833.241.92-
2024/61.04-7.57-30.185.79-30.353.22.03-
2024/51.139.8-24.124.74-30.393.192.05-
2024/41.030.18-30.893.61-32.152.82.33-
2024/31.0338.28-27.252.58-32.632.582.61-
2024/20.74-8.5-45.461.55-35.772.442.76-
2024/10.81-8.52-23.320.81-23.323.172.13-
2023/120.89-39.7-37.8216.85-12.323.991.03-
2023/111.47-9.643.0315.96-10.284.770.86-
2023/101.63-2.211.914.49-11.444.720.87-
2023/91.6717.0314.3112.86-13.724.551.05-
2023/81.42-2.38-2.111.19-16.764.381.09-
2023/71.46-2.52-4.079.77-18.544.441.07-
2023/61.50.45-2.938.31-20.644.481.44-
2023/51.490.0-7.16.81-23.74.391.47-
2023/41.495.45-21.05.32-27.334.261.51-
2023/31.413.67-24.53.83-29.533.831.46-
2023/21.3628.64-22.692.42-32.173.851.45-
2023/11.06-25.82-41.411.06-41.413.921.43-
2022/121.43-0.09-28.8419.22-1.494.311.25-
2022/111.43-1.86-27.417.791.634.341.24-
2022/101.46-0.09-25.5316.365.314.371.23-
2022/91.460.22-23.3214.99.764.431.05-
2022/81.45-4.35-20.4413.4515.144.521.03-
2022/71.52-1.36-12.3411.9921.754.670.99-
2022/61.54-3.85-4.6710.4729.045.030.9-
2022/51.6-14.954.848.9337.445.360.84-
2022/41.890.7734.497.3347.475.520.82-
2022/31.876.1647.825.4452.575.440.72客戶需求增加
2022/21.76-2.551.833.5755.195.580.7客戶需求增加
2022/11.81-9.9158.611.8158.615.780.68客戶需求增加
2021/122.011.9281.6319.51107.615.930.48客戶需求增加
2021/111.970.66102.917.5111.075.820.49客戶需求增加
2021/101.962.86104.9615.53112.155.680.5客戶需求增加
2021/91.93.98100.6513.58113.235.460.57客戶需求增加
2021/81.835.38123.9611.68115.425.180.6客戶需求增加
2021/71.737.26127.239.85113.914.880.64客戶需求增加
2021/61.625.74188.338.11111.264.550.55客戶需求增加
2021/51.539.09264.026.598.094.20.6客戶需求增加
2021/41.410.76139.24.9773.713.830.65客戶需求增加
2021/31.279.0354.373.5756.833.570.65客戶需求增加
2021/21.161.84102.412.358.213.40.68客戶需求增加
2021/11.143.1629.431.1429.433.210.72-
2020/121.113.852.29.4-12.493.031.07-
2020/110.971.6827.628.29-14.132.871.13-
2020/100.950.712.377.32-17.72.721.2-
2020/90.9516.067.926.37-20.882.531.66-
2020/80.826.92-14.475.42-24.42.141.96-
2020/70.7636.11-18.084.6-25.931.742.4-
2020/60.5633.5-31.873.84-27.311.572.71-
2020/50.42-28.31-56.943.28-26.471.832.32因為新冠肺炎的因素導致全球需求量降低,所以訂單量減少。
2020/40.59-28.51-38.782.86-17.941.982.14-
2020/30.8242.97-12.822.27-10.052.271.66-
2020/20.57-34.87-23.261.45-8.42.531.49-
2020/10.88-18.534.80.884.82.721.39-
2019/121.0842.1719.7210.74-4.790.0N/A-
2019/110.76-10.45-24.139.66-6.920.0N/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)452.271.95-79.341.69-81.1816.85-12.3341.62-29.864.77-82.465.29-76.170.8-84.70.94-82.780.89-79.16
2022 (9)447.329.44-18.278.98-18.3619.22-1.4959.34-1.927.20-14.7622.20-13.185.23-15.925.46-12.54.27-14.08
2021 (8)415.1311.551308.5411.002955.5619.51107.5560.4923.831.911384.1925.57724.846.223010.06.241633.334.971453.12
2020 (7)390.00.82-46.750.36-79.199.4-12.4848.86-2.882.15-74.43.10-40.50.2-77.780.36-50.680.32-47.54
2019 (6)3914.711.54-29.031.736.7910.74-4.7950.3119.398.4041.185.21-14.870.934.330.735.80.61-18.67
2018 (5)340.02.1701.62011.2857.7642.140.725.9506.1200.6700.6900.750
2017 (4)3413.33-2.180-1.6707.15-32.2341.842.83-11.210-11.330-0.80-0.80-0.740
2016 (3)3036.364.46-18.322.9817.7910.55-4.5240.6913.6613.2725.6612.0724.691.419.661.4512.41.3910.32
2015 (2)2229.415.46-22.112.53-3.4411.05-20.7935.8033.5310.5613.39.6814.291.17-10.01.29-9.151.26-3.08
2014 (1)1741.677.0137.182.6284.5113.9595.3826.8109.3208.4701.3100.01.42118.461.3103.12

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