. 愛玩股

   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)260.00.0-0.2834.88-187.5-0.1973.9750.0-0.62-82.35-1133.330.24140.0-36.8447.10436.6753.77-26.9787.88-19.49-29.5773.29-237.66-0.0768.1822.22-0.0736.36-187.5-37.0273.2-254.96-29.5773.29-237.6661.66-271.4539.58
24Q2 (19)260.00.0-0.43-577.78-816.67-0.735.19-108.57-0.34-477.78-36.00.1-16.67-61.54-13.99-1572.63-137.16-222.44-39.11-699.28-110.71-679.33-2045.69-0.22-15.79-214.29-0.11-650.0-1200.0-138.14-677.27-1316.02-110.71-679.33-2045.69-18.34-233.40-114.80
24Q1 (18)260.00.00.09110.98129.03-0.77-234.78-148.390.09111.84129.030.12-20.0-68.420.95-97.35-95.99-159.90-100.63-549.2119.11113.38189.59-0.19-58.33-111.110.02109.52125.023.93113.23194.719.11113.38189.59-40.27-122.63-97.66
23Q4 (17)260.00.0-0.82-356.25-164.52-0.2339.47-475.0-0.76-1366.67-158.910.15-60.53-76.1935.8417.0136.79-79.70-253.12-1679.02-142.85-765.04-1019.51-0.12-33.33-300.0-0.21-362.5-162.5-180.85-857.01-1002.74-142.85-765.04-1019.51-7.1938.5415.45
23Q3 (16)260.00.00.32433.33-13.51-0.38-8.57-40.740.06124.0-96.250.3846.15-39.6830.63-18.6539.48-22.5718.9-169.3321.48277.541.5-0.09-28.57-80.00.08700.0-20.023.89110.325.8721.48277.541.57.29276.34-10.73
23Q2 (15)260.00.00.06119.35-84.62-0.35-12.90-0.2519.35-120.330.26-31.58-67.937.6558.9922.4-27.83-12.99-589.965.69126.68-54.52-0.0722.22-240.00.01112.5-90.011.36144.95-35.565.69126.68-54.52-35.6359.67-343.95
23Q1 (14)260.023.81-0.310.0-129.52-0.31-675.0-157.41-0.31-124.03-129.520.38-39.68-75.9523.68-9.62-14.94-24.63-449.78-300.08-21.33-67.16-255.81-0.09-200.0-147.37-0.080.0-136.36-25.27-54.09-246.75-21.33-67.16-255.81-19.84-91.89-294.90
22Q4 (13)260.030.0-0.31-183.78-116.67-0.0485.19-102.671.29-19.38-86.320.630.0-75.9526.2019.31-3.96-4.4846.54-124.14-12.76-184.06-188.37-0.0340.0-106.12-0.08-180.0-121.05-16.40-186.41-190.16-12.76-184.06-188.37-11.11-94.4542.59
22Q3 (12)260.023.810.37-5.13-88.03-0.270-110.981.6030.08-78.980.63-22.22-83.5121.96-28.61-23.91-8.38-247.54-139.5815.1821.34-9.54-0.05-200.0-106.170.10.0-84.3818.987.66-10.4715.1821.34-9.54-35.47-33.99-50.00
22Q2 (11)2623.8144.440.39-62.86-84.40.00-100.0-100.01.2317.14-76.160.81-48.73-73.5330.7610.497.225.68-53.86-70.5512.51-8.62-13.060.05-73.68-91.530.1-54.55-77.2717.632.38-1.9512.51-8.62-13.06-44.21-53.20-82.00
22Q1 (10)215.023.531.05-43.55-60.380.54-64.0-67.271.05-88.87-60.381.58-39.69-43.3727.842.05-9.9612.31-33.67-38.0213.69-5.19-17.630.19-61.22-65.450.22-42.11-52.1717.22-5.33-17.2513.69-5.19-17.63-35.55-41.68-51.51
21Q4 (9)20-4.7617.651.86-39.81-42.241.50-39.02-36.979.4323.9251.612.62-31.41-18.3827.28-5.47-15.0718.56-12.33-20.9914.44-13.95-17.530.49-39.51-35.530.38-40.62-32.1418.19-14.2-15.4714.44-13.95-17.53-3.29-8.11-3.03
21Q3 (8)2116.6723.533.0923.640.452.4632.9751.857.6147.48152.823.8224.8461.8628.860.59-11.8221.179.75-1.6716.7816.612.570.8137.2958.820.6445.4564.121.2017.914.0716.7816.612.5717.268.9722.54
21Q2 (7)185.880.02.50-5.66303.231.8512.12218.975.1694.72545.03.069.68163.7928.69-7.21-12.819.29-2.8727.1614.39-13.4253.580.597.27227.780.44-4.35300.017.98-13.654.0714.39-13.4253.58-1.70-11.68-9.28
21Q1 (6)170.00.02.65-17.71372.221.65-30.674025.02.65-57.41372.222.79-13.08335.9430.92-3.74-9.4819.86-15.45566.4416.62-5.08234.410.55-27.632650.00.46-17.861433.3320.81-3.3227.216.62-5.08234.4111.4714.338.12
20Q4 (5)170.00.03.2246.362583.332.3846.91781.486.22106.64263.743.2136.02301.2532.12-1.865.3523.499.1157.5717.517.03578.680.7649.02985.710.5643.592700.021.525.65562.1517.517.03578.68--0.00
20Q3 (4)17-5.560.02.20254.840.01.62179.310.03.01276.250.02.36103.450.032.73-0.520.021.5341.920.016.3674.60.00.51183.330.00.39254.550.020.3774.550.016.3674.60.0--0.00
20Q2 (3)185.880.00.62244.440.00.581350.00.00.80344.440.01.1681.250.032.90-3.690.015.17409.060.09.3788.530.00.18800.00.00.11266.670.011.6783.490.09.3788.530.0--0.00
20Q1 (2)170.00.00.1850.00.00.04-85.190.00.18-89.470.00.64-20.00.034.1612.040.02.98-67.320.04.9792.640.00.02-71.430.00.0350.00.06.3695.690.04.9792.640.0--0.00
19Q4 (1)170.00.00.120.00.00.270.00.01.710.00.00.80.00.030.490.00.09.120.00.02.580.00.00.070.00.00.020.00.03.250.00.02.580.00.0--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)
2024/100.04-32.94-18.580.5-52.860.28N/A因客戶產品需求趨緩。
2024/90.06-65.74-50.310.46-54.520.241.4因客戶產品需求趨緩。
2024/80.182082.7913.320.4-55.080.211.59因客戶產品需求趨緩。
2024/70.01-73.9-92.540.23-69.270.093.82因客戶產品需求趨緩。
2024/60.03-38.78-69.330.22-65.340.13.4因客戶產品需求趨緩。
2024/50.05161.32-56.670.19-64.60.13.32因客戶產品需求趨緩。
2024/40.02-41.85-55.260.14-66.780.084.45因客戶產品需求趨緩。
2024/30.0336.75-76.970.12-68.090.123.4因客戶產品需求趨緩。
2024/20.02-61.96-81.30.09-62.650.133.23因客戶產品需求趨緩。
2024/10.0661.46-39.830.06-39.830.162.51-
2023/120.04-35.17-67.921.17-67.910.153.08因客戶產品需求趨緩。
2023/110.0622.87-80.31.13-67.910.231.99因客戶產品需求趨緩。
2023/100.05-59.07-74.71.07-66.720.321.42因客戶產品需求趨緩。
2023/90.12-21.86-58.351.02-66.20.381.28因客戶產品需求趨緩。
2023/80.1543.53-34.760.9-67.040.361.35因客戶產品需求趨緩。
2023/70.117.397.80.74-70.10.321.51因客戶產品需求趨緩。
2023/60.1-13.51-50.010.64-73.360.262.51因客戶產品需求趨緩。
2023/50.12169.84-38.40.54-75.490.32.15因客戶產品需求趨緩。
2023/40.04-70.08-89.760.42-78.970.322.06因客戶產品需求趨緩。
2023/30.1411.04-67.040.38-76.120.381.82因客戶產品需求趨緩。
2023/20.1322.43-76.820.23-79.550.361.93因客戶產品需求趨緩。
2023/10.11-13.92-82.130.11-82.130.541.29因客戶產品需求趨緩。
2022/120.12-60.19-85.053.64-70.340.631.36因客戶產品需求趨緩。
2022/110.3157.77-52.383.52-69.280.791.07因客戶產品需求趨緩。
2022/100.2-32.62-82.413.21-70.290.721.18因客戶產品需求趨緩。
2022/90.2922.4-76.563.02-68.910.631.63因客戶產品需求趨緩。
2022/80.24137.19-82.272.73-67.790.541.9因客戶產品需求趨緩。
2022/70.1-50.2-92.242.49-65.080.492.09因客戶產品需求趨緩。
2022/60.26.56-78.082.39-59.10.811.66因客戶產品需求趨緩。
2022/50.19-55.15-84.442.19-55.591.041.28因客戶產品需求趨緩。
2022/40.42-3.67-55.062.0-46.221.410.95因客戶產品需求趨緩。
2022/30.44-21.89-57.161.58-43.271.581.04因客戶產品需求趨緩。
2022/20.56-5.64-23.471.15-35.321.970.83-
2022/10.59-27.99-43.560.59-43.562.060.8-
2021/120.8226.87-22.0412.2966.72.580.75本年累計增加主要係因客戶訂單增加。
2021/110.65-41.72-42.2311.4781.492.990.65本年累計增加主要係因客戶訂單增加。
2021/101.11-10.226.6610.82108.143.680.53主要係因客戶訂單增加。
2021/91.24-7.4221.589.71133.553.860.5主要係因客戶訂單增加。
2021/81.343.7569.178.47169.823.540.55主要係因客戶訂單增加。
2021/71.2940.78134.687.14203.633.410.57主要係因客戶訂單增加。
2021/60.91-24.3773.755.85224.623.060.49主要係因客戶訂單增加。
2021/51.2129.52239.564.94286.863.160.47主要係因客戶訂單增加。
2021/40.93-8.16237.373.73305.182.680.56主要係因客戶訂單增加。
2021/31.0239.51381.312.79334.372.790.44主要係因客戶訂單增加。
2021/20.73-30.42134.911.78311.412.830.44主要係因客戶訂單增加。
2021/11.05-0.53761.981.05761.983.220.39主要係因客戶訂單增加。
2020/121.05-5.98348.747.37114.783.210.29主要係因客戶訂單增加。
2020/111.127.59268.486.3297.613.180.29主要係因客戶訂單增加。
2020/101.042.33305.865.279.662.850.32主要係因客戶訂單增加。
2020/91.0228.8402.664.1657.662.360.42主要係因客戶訂單增加。
2020/80.7943.93259.953.1428.991.860.53主要係因客戶訂單增加。
2020/70.554.23119.022.356.121.430.68主要係因客戶訂單增加。
2020/60.5347.7816.951.8-8.271.160.65-
2020/50.3628.69-13.331.28-15.760.840.89-
2020/40.2831.01-49.390.92-16.670.80.94-
2020/30.21-31.910.070.6415.460.640.84-
2020/20.31155.29165.130.4318.290.670.81主要係因元月份適逢過年，交期遞延至2月份出貨。
2020/10.12-48.21-50.990.12-50.990.660.82係因元月工作天數逢過年較少天，產線排擠效用，故交貨日期遞延至次月份
2019/120.23-22.79-32.53.43-19.170.0N/A-
2019/110.318.51.923.2-17.980.0N/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)260.0-0.760-1.2701.17-67.8630.6012.54-31.700-16.860-0.370-0.250-0.20
2022 (9)2630.01.28-86.040.23-96.923.64-70.3827.19-6.084.40-77.839.14-41.60.16-93.440.43-82.230.33-82.81
2021 (8)2017.659.1751.827.4661.4712.2966.7628.95-11.2219.850.415.655.962.4467.122.4279.261.9276.15
2020 (7)170.06.04257.44.62344.237.37114.8732.61-3.1219.7794.5914.7769.581.46317.141.35255.261.09263.33
2019 (6)170.01.69-51.581.04-43.783.43-19.2933.662.4710.16-28.758.71-39.970.35-42.620.38-48.650.3-51.61
2018 (5)170.03.4901.85585.194.25156.0232.85-25.5414.26238.7214.5100.61771.430.7400.620
2017 (4)1713.33-0.7000.27-81.511.66-31.9744.12-17.014.21-78.67-7.2300.07-85.42-0.120-0.120
2016 (3)150.02.46-16.041.460.02.44-2.0153.162.6119.742.5515.61-15.070.480.00.48-14.290.38-17.39
2015 (2)150.02.9301.4652.082.496.8751.8110.4219.2542.3818.3833.190.4850.00.5643.590.4643.75
2014 (1)150.00.0000.96-56.162.33-32.2746.92013.52013.8000.32-56.760.39-51.250.32-49.21

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