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)86-1.15-1.150.08-82.61-82.980.13-55.1785.711.038.42-20.163.72-19.13-11.4319.47-19.454.232.21-71.15-27.31.85-78.49-80.890.08-77.14-38.460.07-82.5-82.931.27-88.37-88.831.85-78.49-80.89-6.44-45.3019.08
24Q2 (19)870.00.00.46-8.017.950.2993.33262.50.9590.015.854.66.2413.0224.172.036.817.6623.1556.018.60-13.132.750.3529.6375.00.4-6.9817.6510.92-17.02-5.948.60-13.132.7546.84150.1654.35
24Q1 (18)871.161.160.50308.3316.280.1515.38-68.750.50-52.3816.284.3387.45-7.8723.6936.23-13.386.22763.89-44.919.90211.6126.920.271250.0-49.060.43315.016.2213.16203.8724.989.90211.6126.9221.2378.6350.54
23Q4 (17)86-1.150.0-0.24-151.06-380.00.1385.71-55.171.05-18.6-71.312.31-45.0-13.4817.39-6.91-30.220.72-76.32-88.99-8.87-191.63-454.370.02-84.62-88.24-0.2-148.78-400.0-12.67-211.43-189.27-8.87-191.63-454.37-20.91-65.2836.60
23Q3 (16)870.01.160.4720.51-66.430.07-12.5-87.931.2957.32-65.234.23.19-47.4318.68-17.45-16.083.04-38.09-69.669.6815.65-36.060.13-35.0-83.750.4120.59-66.1211.37-2.07-39.849.6815.65-36.06-5.115.61-47.91
23Q2 (15)871.161.160.39-9.3-68.550.08-83.33-91.210.8290.7-64.354.07-13.4-48.6822.63-17.26-10.164.91-56.51-65.08.377.31-37.910.2-62.26-81.980.34-8.11-68.2211.6110.26-34.188.377.31-37.9131.32475.35-8.91
23Q1 (14)860.00.00.43960.0-59.430.4865.52-32.390.43-88.25-59.434.776.03-25.7527.359.755.6411.2972.63-18.317.80587.5-45.760.53211.76-39.080.371025.0-59.3410.53340.41-43.237.80587.5-45.764.73428.227.76
22Q4 (13)860.00.0-0.05-103.57-111.110.29-50.0-30.953.66-1.35-4.942.67-66.58-47.8524.9211.9542.246.54-34.73-24.57-1.60-110.57-121.390.17-78.75-61.36-0.04-103.31-110.53-4.38-123.17-148.08-1.60-110.57-121.39-32.91-45.33-43.13
22Q3 (12)860.00.01.4012.9258.970.58-36.2641.463.7161.39.127.990.7663.3922.26-11.633.5310.02-28.5811.8315.1412.31122.320.8-27.9381.821.2113.08266.6718.907.14118.7515.1412.31122.3213.0214.94-4.04
22Q2 (11)860.00.01.2416.98-47.010.9128.17282.02.30116.98-23.597.9325.2840.8525.19-2.7-18.1614.031.5216.8213.48-6.26-62.161.1127.5963.241.0717.58-46.517.64-4.91-68.0513.48-6.26-62.1624.4576.2748.61
22Q1 (10)860.01.181.06135.5658.210.7169.05-14.461.06-72.4758.216.3323.6320.3425.8947.77-22.4213.8259.4-15.6314.3892.2532.530.8797.731.160.91139.4759.6518.55103.6234.7114.3892.2532.5314.1675.4735.74
21Q4 (9)860.01.180.4515.38462.50.422.4444.833.8513.2473.425.124.766.7817.52-18.51-8.378.67-3.2430.387.489.84256.190.440.0120.00.3815.15533.339.115.441418.337.489.84256.19-4.22-33.9892.22
21Q3 (8)860.01.180.39-83.330.00.41182.0-21.153.4012.9658.144.89-13.1426.3621.50-30.15-23.138.96-25.4-38.336.81-80.88-20.810.44-35.29-21.430.33-83.50.08.64-84.35-25.196.81-80.88-20.81-3.0682.9610.88
21Q2 (7)861.181.182.34249.25229.58-0.50-160.24-158.823.01349.2571.025.637.033.6830.78-7.761.1812.01-26.68-33.3535.62228.29218.60.68-20.93-30.612.0250.88227.8755.21300.94248.3335.62228.29218.639.19493.3812.98
21Q1 (6)850.00.00.67737.5-36.190.83186.21-17.00.67-69.82-36.195.2671.34-12.4833.3774.53-0.616.38146.32-16.4310.85416.67-26.540.86330.0-27.120.57850.0-35.9613.772195.0-31.4210.85416.67-26.5425.34329.0070.99
20Q4 (5)850.00.00.08-79.49-66.670.29-44.23-38.32.223.26-16.853.07-20.67-10.519.12-31.64-20.236.65-54.23-38.432.10-75.58-64.940.2-64.29-45.950.06-81.82-71.430.60-94.81-88.572.10-75.58-64.94--0.00
20Q3 (4)850.00.00.39-45.070.00.52-38.820.02.1522.160.03.87-28.730.027.97-8.050.014.53-19.370.08.60-23.080.00.56-42.860.00.33-45.90.011.55-27.130.08.60-23.080.0--0.00
20Q2 (3)850.00.00.71-32.380.00.85-15.00.01.7667.620.05.43-9.650.030.42-9.380.018.02-8.060.011.18-24.310.00.98-16.950.00.61-31.460.015.85-21.070.011.18-24.310.0--0.00
20Q1 (2)850.00.01.05337.50.01.00112.770.01.05-60.670.06.0175.220.033.5740.050.019.6081.480.014.77146.580.01.18218.920.00.89323.810.020.08282.480.014.77146.580.0--0.00
19Q4 (1)850.00.00.240.00.00.470.00.02.670.00.03.430.00.023.970.00.010.800.00.05.990.00.00.370.00.00.210.00.05.250.00.05.990.00.0--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)
2024/100.77-18.88-26.6413.41-4.273.46N/A-
2024/90.95-45.37-34.8612.64-2.463.722.27-
2024/81.7468.13-0.1611.71.634.142.04-
2024/71.03-24.743.239.961.954.222.0-
2024/61.37-24.39-10.438.931.84.61.88-
2024/51.8228.9317.817.554.45.151.68-
2024/41.41-26.8941.455.740.774.481.93-
2024/31.9368.6-0.914.33-7.854.332.18-
2024/21.14-9.23-29.742.4-12.752.873.29-
2024/11.26170.5911.781.2611.782.523.75-
2023/120.47-41.33-8.5415.27-38.692.314.26-
2023/110.79-24.41-12.2714.81-39.323.32.98-
2023/101.05-27.97-16.314.01-40.364.252.31-
2023/91.46-16.27-12.9812.96-41.724.22.21-
2023/81.7473.86-41.511.51-44.064.272.17-
2023/71.0-34.71-70.09.77-44.494.072.28受到中國經濟委靡因素影響,致市場縮小
2023/61.53-0.55-39.158.77-38.524.072.04-
2023/51.5454.79-49.197.23-38.394.481.85-
2023/41.0-48.78-58.165.69-34.624.571.82係因南美洲需求下降及原料價格下跌,客戶端尚在去化庫存,以致出口衰退
2023/31.9419.54-28.784.7-25.774.71.86-
2023/21.6344.413.32.75-23.483.262.67-
2023/11.13121.37-47.911.13-47.912.543.43-
2022/120.51-43.72-62.9424.9119.252.673.49係植物保護劑與地工合成材料皆有提早於上半年度出貨之情形,以致12月營收較去年同期減少。
2022/110.9-27.89-43.5924.425.033.832.43-
2022/101.25-25.11-41.4623.531.175.91.58-
2022/91.67-43.71-15.4122.2541.037.981.05-
2022/82.97-10.8496.4320.5749.138.830.95係因南美洲大宗經濟作物價格上漲致使農藥需求增加,以致今年出口巴西增加。
2022/73.3432.43138.3817.643.38.890.95係因南美洲大宗經濟作物價格上漲致使農藥需求增加,以致今年出口巴西增加。
2022/62.52-16.9674.3214.2631.077.931.06係因南美洲大宗經濟作物價格上漲致使農藥需求增加,以致今年出口巴西增加。
2022/53.0327.4633.3811.7424.458.141.04-
2022/42.38-12.8124.948.7121.616.551.29-
2022/32.7390.1818.236.3320.46.331.48-
2022/21.44-33.6112.593.622.14.971.89-
2022/12.1657.5129.362.1629.365.141.83-
2021/121.37-14.3524.9620.8913.535.121.78-
2021/111.6-25.1547.7619.5212.85.721.59-
2021/102.148.2136.8117.9110.465.641.62因去年受疫情影響以致巴西客戶訂單減少,而今年疫情趨緩本月出口巴西增加所致。
2021/91.9830.7169.0315.773.04.891.71因去年受疫情影響以致巴西客戶訂單減少,而今年疫情趨緩本月出口巴西增加所致。
2021/81.518.1931.8513.79-2.464.361.92-
2021/71.4-3.15-10.3912.28-5.495.121.63-
2021/61.45-36.465.0610.88-4.825.621.43-
2021/52.2719.425.449.43-6.176.491.24-
2021/41.9-17.49-14.847.16-13.135.491.46-
2021/32.3181.12.015.26-12.495.261.59-
2021/21.27-23.72-40.382.95-21.274.042.07-
2021/11.6752.154.181.674.183.852.17-
2020/121.11.26-4.2718.4-11.423.092.71-
2020/111.0819.9420.8217.3-11.833.162.65-
2020/100.9-22.76-34.516.22-13.43.222.59-
2020/91.171.96-30.1415.31-11.723.881.93-
2020/81.15-26.47-35.6614.14-9.754.091.83-
2020/71.5613.54-9.3112.99-6.424.751.58-
2020/61.38-24.13-22.6311.43-6.015.431.27-
2020/51.81-18.95-19.710.06-3.176.311.09-
2020/42.24-1.152.618.241.426.641.03-
2020/32.265.83-5.456.010.986.011.26-
2020/22.1433.2929.663.745.324.891.55-
2020/11.639.8-15.751.6-15.753.652.07-
2019/121.1527.81-29.7720.77-4.220.0N/A-
2019/110.9-34.98-36.9519.63-2.140.0N/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)860.01.05-71.070.73-70.6815.27-38.722.20-9.025.73-51.815.95-52.850.87-70.611.15-71.030.91-71.02
2022 (9)860.03.63-4.972.49116.5224.9119.2424.40-6.1911.892.7712.62-19.872.9622.313.97-15.893.14-4.56
2021 (8)861.183.8272.851.15-56.620.8913.7226.01-10.4611.57-27.2315.7552.912.42-17.124.7286.563.2974.07
2020 (7)850.02.21-16.922.65-0.7518.37-11.5629.054.2715.9010.810.30-5.422.92-2.012.53-13.951.89-16.37
2019 (6)851.192.6623.722.6754.3420.77-4.2427.8620.2914.3545.110.8929.492.9838.62.9418.552.2624.18
2018 (5)841.22.1531.11.73-17.6221.694.6323.16-3.669.89-8.438.4127.622.15-4.022.4837.781.8232.85
2017 (4)832.471.64-21.152.1012.920.73-9.8324.041.2210.8012.156.59-10.462.241.361.8-22.081.37-18.93
2016 (3)812.532.080.481.868.1422.99-1.0823.7513.379.639.067.363.812.217.82.314.051.692.42
2015 (2)791.282.07-32.791.72-33.0723.24-14.0520.95-4.258.83-18.327.09-20.162.05-29.792.22-28.621.65-31.25
2014 (1)782.633.0838.742.5751.1827.0413.7621.88010.8108.8802.9246.03.1139.462.442.01

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。