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)830.00.0-0.72-188.89-366.67-0.63-3050.0-1160.00.36-66.36-26.534.93-14.26-1.99-6.21-167.35-193.24-12.34-1486.52-2143.64-12.07-203.43-366.45-0.61-1320.0-1933.33-0.59-188.06-356.52-13.81-207.72-382.99-12.07-203.43-366.451.315.56-1483.34
24Q2 (19)830.00.00.81200.088.37-0.0283.3393.11.07296.3386.365.7516.8729.59.2230.97116.430.89220.27122.2511.67159.9144.250.05225.0127.780.67204.5586.1112.82125.3134.9511.67159.9144.2511.00183.7570.97
24Q1 (18)830.00.00.27167.5228.57-0.1258.6277.360.27200.0228.574.925.1340.577.04545.87233.08-0.7488.4794.934.49162.71188.56-0.0486.6792.160.22164.71222.225.69166.39180.034.49162.71188.56-0.92-40.33-210.69
23Q4 (17)830.00.0-0.40-248.1539.39-0.29-480.019.440.09-81.63-89.774.68-6.9611.431.09-83.63489.29-6.42-1067.2735.09-7.16-258.0644.92-0.3-900.028.57-0.34-247.8338.18-8.57-275.6146.17-7.16-258.0644.923.16-142.68-198.62
23Q3 (16)830.00.00.27-37.210-0.0582.7693.590.49122.73-68.185.0313.2937.816.6656.34221.53-0.5586.2597.034.53-44.08960.0-0.0383.3395.520.23-36.1104.88-48.631020.754.53-44.08960.020.07133.7864.02
23Q2 (15)830.00.00.43304.76-51.14-0.2945.28-149.150.22204.76-85.714.4426.86-36.484.26180.53-78.8-4.0072.6-138.658.09259.57-22.29-0.1864.71-125.00.36300.0-50.689.50233.61-31.018.09259.57-22.295.09186.47-0.97
23Q1 (14)830.00.0-0.2168.18-131.82-0.53-47.22-251.43-0.21-123.86-131.823.5-16.67-44.36-5.29-1789.29-132.74-14.60-47.62-319.55-5.0761.0-157.88-0.51-21.43-221.43-0.1867.27-132.73-7.1155.34-165.77-5.0761.0-157.88-0.8034.093.32
22Q4 (13)830.00.0-0.660-229.41-0.3653.85-170.590.88-42.86-77.494.215.07-35.48-0.2894.89-101.66-9.8946.51-220.61-13.00-26100.0-300.0-0.4237.31-179.25-0.550-230.95-15.92-2903.77-295.58-13.00-26100.0-300.0-16.36-50.00-89.17
22Q3 (12)830.00.00.00-100.0-100.0-0.78-232.2-159.541.540.0-54.713.65-47.78-55.54-5.48-127.28-122.59-18.49-278.65-211.390.05-99.52-99.68-0.67-193.06-149.260-100.0-100.0-0.53-103.85-102.790.05-99.52-99.68-18.32-33.34-81.81
22Q2 (11)830.00.00.8833.33-38.030.5968.57-57.551.54133.33-16.766.9911.13-14.6520.0924.32-17.810.3555.64-37.6510.4118.84-27.860.7271.43-47.060.7332.73-38.1413.7727.38-18.7610.4118.84-27.863.8831.3718.60
22Q1 (10)830.00.00.6629.4153.490.35-31.372.940.66-83.1253.496.29-3.38-11.6616.16-4.0927.246.65-18.933.88.7634.7774.50.42-20.7520.00.5530.9552.7810.8132.877.58.7634.7774.5-12.04-18.73-46.22
21Q4 (9)830.0-11.70.51-66.88240.00.51-61.07112.53.9115.0149.046.51-20.717.0716.85-30.5448.338.20-50.6110.266.50-58.36174.260.53-61.03120.830.42-67.19200.08.14-57.11174.076.50-58.36174.26-10.24-29.21-33.41
21Q3 (8)830.0-11.71.548.45144.441.31-5.76101.543.4083.78150.08.210.2415.4724.26-0.7439.8316.600.079.6515.618.1886.51.360.0106.061.288.47116.9518.9811.9891.7215.618.1886.57.63119.34151.53
21Q2 (7)830.0-17.01.42230.23129.031.39308.8269.511.85330.23150.08.1915.039.0524.4492.4425.216.60234.034.7414.43187.4574.071.36288.5746.241.18227.7890.3216.95178.3346.8814.43187.4574.0716.07208.45175.25
21Q1 (6)83-11.7-17.00.43186.67258.330.3441.673500.00.43-72.61258.337.1217.1123.412.7011.888.434.9727.444870.05.02111.81137.910.3545.833400.00.36157.14200.06.09105.05149.595.02111.81137.911.3155.24-10.70
20Q4 (5)940.0-6.00.15-76.19-78.260.24-63.08-74.741.5715.44-70.046.08-14.49-9.3911.36-34.52-46.623.90-57.79-71.722.37-71.68-77.030.24-63.64-74.190.14-76.27-79.712.97-70.0-75.742.37-71.68-77.03--0.00
20Q3 (4)94-6.00.00.631.610.00.65-20.730.01.3683.780.07.11-5.330.017.35-11.120.09.24-25.00.08.370.970.00.66-29.030.00.59-4.840.09.90-14.210.08.370.970.0--0.00
20Q2 (3)1000.00.00.62416.670.00.828300.00.00.74516.670.07.5130.160.019.52189.610.012.3212220.00.08.29292.890.00.939200.00.00.62416.670.011.54372.950.08.29292.890.0--0.00
20Q1 (2)1000.00.00.12-82.610.0-0.01-101.050.00.12-97.710.05.77-14.010.06.74-68.330.00.10-99.270.02.11-79.550.00.01-98.920.00.12-82.610.02.44-80.070.02.11-79.550.0--0.00
19Q4 (1)1000.00.00.690.00.00.950.00.05.240.00.06.710.00.021.280.00.013.790.00.010.320.00.00.930.00.00.690.00.012.240.00.010.320.00.0--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)
2024/111.2910.62-17.3218.0411.013.87N/A-
2024/101.16-18.29-32.6316.7614.04.22N/A-
2024/91.42-13.21-18.4915.620.24.930.41-
2024/81.64-12.23-5.1414.1726.215.360.38-
2024/71.870.9219.6512.5431.925.770.35-
2024/61.85-9.6921.9510.6734.335.750.42-
2024/52.0510.6134.638.8237.255.640.43-
2024/41.856.3631.676.7738.065.230.46-
2024/31.746.3330.194.9240.634.920.45-
2024/21.646.2543.13.1847.094.580.48-
2024/11.5410.0351.581.5451.584.50.49處品組合變化,以致營收增加
2023/121.4-9.92-5.8517.65-16.444.680.49-
2023/111.55-9.853.6216.25-17.245.020.46-
2023/101.72-1.1541.8614.7-18.965.20.44-
2023/91.740.9944.5412.97-23.335.030.48-
2023/81.7310.7243.6611.23-28.554.80.5-
2023/71.562.8626.249.5-34.534.60.52-
2023/61.52-0.31-22.797.94-40.194.440.5-
2023/51.528.18-37.226.43-43.214.270.53-
2023/41.415.17-45.934.9-44.843.890.58-
2023/31.3416.87-44.613.5-44.393.50.51-
2023/21.1412.55-35.222.16-44.253.650.49-
2023/11.02-31.66-51.811.02-51.814.00.44市場劇烈下滑致本月減少超過50%
2022/121.49-0.84-29.3121.13-29.634.20.46-
2022/111.523.41-25.0619.64-29.663.920.49-
2022/101.220.71-49.518.14-30.013.630.53-
2022/91.210.38-54.5216.92-28.023.650.52市場劇烈下滑致本月減少超過50%
2022/81.2-2.7-56.2715.72-24.654.40.43市場劇烈下滑致本月減少超過50%
2022/71.24-37.08-55.8714.52-19.845.620.33市場需求劇烈下滑所致
2022/61.96-18.95-28.6713.28-13.256.990.28-
2022/52.42-6.82-10.3411.32-9.877.440.27-
2022/42.67.73-4.858.89-9.746.780.29-
2022/32.4136.7-9.796.29-11.626.290.34-
2022/21.77-16.27-16.783.88-12.735.980.36-
2022/12.110.24-9.032.11-9.036.220.35-
2021/122.15.13.5330.0313.456.510.35-
2021/112.0-16.83-0.4227.9214.277.060.33-
2021/102.41-9.3118.1125.9215.597.810.29-
2021/92.65-3.4720.6323.5115.348.210.33-
2021/82.75-1.8120.2120.8614.78.310.32-
2021/72.81.696.8918.1113.98.260.33-
2021/62.751.875.3515.3115.298.190.37-
2021/52.7-1.127.4212.5617.728.110.37-
2021/42.732.1415.029.8520.97.530.4-
2021/32.6826.1118.067.1223.337.120.38-
2021/22.12-8.4713.244.4426.736.470.42-
2021/12.3214.0942.252.3242.256.360.42-
2020/122.031.086.326.47-12.276.080.38-
2020/112.01-1.34-11.9624.44-13.536.250.37-
2020/102.04-7.37-18.9722.43-13.666.530.35-
2020/92.2-3.81-22.320.39-13.097.110.32-
2020/82.29-12.69-18.6718.19-11.837.520.3-
2020/72.620.234.6115.9-10.757.750.29-
2020/62.613.87-4.113.28-13.267.510.32-
2020/52.525.87-7.0610.66-15.257.160.34-
2020/42.384.84-6.948.15-17.56.520.37-
2020/32.2720.97-9.965.77-21.185.770.42-
2020/21.8714.96-18.623.5-27.065.420.45-
2020/11.63-14.73-34.821.63-34.820.0N/A-
2019/121.91-16.29-20.830.1756.240.0N/A因產品組合變化,以致營收增加。
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)830.00.07-92.05-1.16017.65-16.472.21-78.87-5.7600.42-87.9-1.0200.02-97.890.07-90.41
2022 (9)830.00.88-77.44-0.20021.13-29.6410.46-47.60.24-98.03.47-67.870.05-98.610.95-75.70.73-77.47
2021 (8)83-11.73.90148.413.54108.2430.0313.4519.9639.8712.0274.210.8092.863.6197.273.91106.883.24118.92
2020 (7)94-6.01.57-69.981.70-72.6726.47-12.2614.27-50.676.90-67.685.60-67.781.83-71.581.89-71.011.48-71.76
2019 (6)1000.05.23138.816.22145.8530.1756.2428.9341.1921.3573.8617.3852.866.44171.736.52163.975.24138.18
2018 (5)1000.02.195375.02.531305.5619.3145.9620.49102.8712.28752.7811.373345.452.371147.372.472987.52.25400.0
2017 (4)10011.110.04-97.350.18-90.3713.23-20.6810.10-51.161.44-87.020.33-95.960.19-89.730.08-95.180.04-97.06
2016 (3)902.271.51-53.111.87-41.0116.685.0420.68-19.8411.09-38.88.17-54.361.85-35.761.66-46.281.36-52.11
2015 (2)88104.653.22107.743.17352.8615.8825.9325.80184.7718.12416.2417.90234.582.88554.553.09483.022.84323.88
2014 (1)43-39.441.5500.70105.8812.61-17.379.0603.5105.3500.4400.5323.260.67-11.84

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