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)720.00.01.4469.4153.191.0462.5511.762.40150.093.559.0224.7649.0924.9412.757.7311.9231.57144.2611.5335.972.221.0764.62256.671.0470.4952.9415.1736.186.8311.5335.972.2244.73338.87204.32
24Q2 (19)720.00.00.85608.3300.64346.15128.570.96700.0220.07.2364.691.8322.1242.4322.149.06337.8164.918.48343.9842500.00.65482.35170.830.61662.5011.14395.111562.698.48343.9842500.019.55264.88107.96
24Q1 (18)720.00.00.12-78.57-60.0-0.26-130.23-174.290.12-93.33-60.04.39-25.59-42.0815.53-47.73-19.82-3.81-131.13-190.071.91-72.08-33.68-0.17-123.61-153.120.08-80.0-63.642.25-73.34-41.561.91-72.08-33.68-14.04-59.50137.82
23Q4 (17)720.00.00.56-40.43-57.580.86405.88-20.371.8045.16-64.715.9-2.48-44.1829.7128.3429.8512.24150.8228.846.84-39.36-24.420.72140.0-28.00.4-41.18-58.338.44-40.56-24.916.84-39.36-24.42-8.63-20.21183.29
23Q3 (16)720.00.00.940-30.880.17-39.29-79.521.24313.33-67.26.05-14.79-28.9123.1527.83-9.144.8842.69-52.1111.2856500.0-2.840.325.0-65.520.680-31.3114.202019.4-4.1211.2856500.0-2.84-10.56-50.00-29.64
23Q2 (15)720.00.00.00-100.0-100.00.28-20.0-78.630.300.0-87.67.1-6.33-23.2418.11-6.5-26.323.42-19.15-70.52-0.02-100.69-100.220.24-25.0-77.570-100.0-100.00.67-82.6-93.68-0.02-100.69-100.22-17.31-88.63-43.80
23Q1 (14)720.00.00.30-77.27-75.810.35-67.59-42.620.30-94.12-75.817.58-28.29-1.5619.37-15.34-17.224.23-55.47-47.322.88-68.18-75.380.32-68.0-48.390.22-77.08-75.563.85-65.75-72.482.88-68.18-75.38-2.04-40.10-18.73
22Q4 (13)720.00.01.32-2.9465.01.0830.1258.825.1034.92103.1910.5724.2138.3522.88-10.2-2.359.50-6.7756.779.05-22.0520.031.014.94117.390.96-3.0365.5211.24-24.1154.49.05-22.0520.038.116.16-3.26
22Q3 (12)720.00.01.3615.25112.50.83-36.6462.753.7856.2121.058.51-8.01.4325.483.6617.110.19-12.1648.5411.6126.06109.190.87-18.6950.00.9916.47110.6414.8139.7284.8911.6126.06109.196.065.2139.05
22Q2 (11)720.00.01.18-4.8449.371.31114.7559.762.4295.16126.179.2520.1311.8524.585.0417.2711.6044.4635.999.21-21.2833.871.0772.5850.70.85-5.5649.1210.60-24.2327.19.21-21.2833.8710.4625.0852.23
22Q1 (10)720.00.01.2455.0342.860.61-10.29408.331.24-50.6342.867.70.7950.123.40-0.1321.628.0332.51136.8711.7055.17193.230.6234.78264.710.955.17350.013.9992.17153.4411.7055.17193.23-4.0740.0011.52
21Q4 (9)720.00.00.8025.0263.640.6833.3358.142.5146.78829.637.64-8.9435.9423.437.6711.046.06-11.66-22.517.5435.86169.290.46-20.694.550.5823.4262.57.28-9.1139.27.5435.86169.29-3.743.01-2.23
21Q3 (8)720.00.00.64-18.99540.00.51-37.801.7159.813320.08.391.4566.821.763.8221.976.86-19.58393.535.55-19.33305.110.58-18.31728.570.47-17.54571.438.01-3.96190.225.55-19.33305.1131.3381.57272.77
21Q2 (7)720.04.350.79182.141416.670.82583.33485.711.07282.142240.08.2761.2142.3420.968.9435.318.53151.6263.726.8872.431055.560.71317.65136.670.57185.01525.08.3451.09198.926.8872.431055.5626.25104.70255.62
21Q1 (6)720.00.00.2827.272700.00.12-72.0900.283.72700.05.13-8.727.5519.24-8.8212.653.39-56.65169.053.9942.52560.00.17-61.36183.330.225.01900.05.525.54263.163.9942.52560.01.5073.64-36.05
20Q4 (5)720.00.00.22120.0-4.350.430-47.560.27440.0-85.485.6211.73-16.6221.1018.273.587.82462.59-17.772.80104.3815.230.44528.57-31.250.16128.570.05.2389.4969.262.80104.3815.23--0.00
20Q3 (4)724.350.00.10266.670.00.00-100.00.00.05200.00.05.03-13.430.017.8415.170.01.39-73.320.01.37290.280.00.07-76.670.00.07275.00.02.76-1.080.01.37290.280.0--0.00
20Q2 (3)69-4.170.0-0.06-700.00.00.1400.0-0.05-600.00.05.8121.80.015.49-9.310.05.21313.490.0-0.72-580.00.00.3400.00.0-0.04-500.00.02.7983.550.0-0.72-580.00.0--0.00
20Q1 (2)720.00.00.01-95.650.00.00-100.00.00.01-99.460.04.77-29.230.017.08-16.150.01.26-86.750.00.15-93.830.00.06-90.620.00.01-93.750.01.52-50.810.00.15-93.830.0--0.00
19Q4 (1)720.00.00.230.00.00.820.00.01.860.00.06.740.00.020.370.00.09.510.00.02.430.00.00.640.00.00.160.00.03.090.00.02.430.00.0--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)
2024/102.27-46.6734.2822.912.169.16N/A-
2024/94.2661.84106.0520.64-0.459.021.01.促銷方案推廣 2.配合客戶出貨。
2024/82.6323.7123.6816.38-12.257.341.23-
2024/72.13-17.6114.5713.75-16.877.021.28-
2024/62.5811.858.8111.62-20.857.231.24-
2024/52.31-1.14-11.669.04-26.576.691.34-
2024/42.3414.3410.596.73-30.595.451.65-
2024/32.0490.91-11.14.39-42.064.392.2-
2024/21.07-16.41-54.742.35-55.534.362.221.受大環境影響。2.受海運費高漲客戶遞延交貨。
2024/11.28-36.18-56.161.28-56.165.491.761.受大環境影響。2.受海運費高漲客戶遞延交貨。
2023/122.01-9.13-47.9326.64-26.065.91.57-
2023/112.2130.5-39.7824.63-23.445.971.55-
2023/101.69-18.17-44.5922.42-21.345.891.57-
2023/92.07-2.85-27.0220.73-18.566.051.65-
2023/82.1314.6-21.418.66-17.56.361.57-
2023/71.86-21.76-37.5316.54-16.966.841.46-
2023/62.37-9.19-20.9414.68-13.367.11.45-
2023/52.6123.77-6.9412.31-11.727.021.47-
2023/42.11-8.09-38.569.69-12.936.771.52-
2023/32.3-2.81-14.77.58-1.487.581.53-
2023/22.36-19.03-6.95.285.639.141.27-
2023/12.92-24.218.562.9218.5610.441.11-
2022/123.855.0843.4936.0322.4110.571.15-
2022/113.6720.0640.632.1820.299.551.28-
2022/103.057.7829.5628.5118.18.591.42-
2022/92.834.628.2125.4616.868.511.65-
2022/82.71-8.91-8.0722.6218.048.681.62-
2022/72.97-0.985.6319.9222.788.781.6-
2022/63.06.87-10.8316.9426.389.251.48-
2022/52.81-18.281.4813.9438.878.941.53-
2022/43.4427.660.4611.1353.18.671.58市場需求增加
2022/32.696.0727.527.750.027.71.9市場需求增加
2022/22.543.1171.35.065.787.691.9市場需求增加
2022/12.46-8.2660.442.4660.447.751.89市場需求增加
2021/122.682.9622.8529.4338.377.651.81-
2021/112.6110.6434.2926.7540.157.581.82-
2021/102.36-9.9753.8124.1440.817.921.75因市場設備需求增加所致。
2021/92.62-11.1262.6621.7839.538.381.51市場設備需求逐漸復甦所致。
2021/82.954.6763.2719.1736.889.131.39因市場設備需求逐漸復甦所致。
2021/72.81-16.4274.2616.2232.978.951.41因市場設備需求逐漸復甦所致。
2021/63.3721.64115.4913.4126.678.281.33因市場設備需求逐漸復甦所致。
2021/52.7729.220.8810.0411.297.021.57-
2021/42.141.49.267.278.035.741.92-
2021/32.1142.4919.655.137.525.132.19-
2021/21.48-3.422.863.020.395.22.16-
2021/11.53-29.75-1.871.53-1.875.661.98-
2020/122.1912.55-12.2321.27-19.535.661.76-
2020/111.9426.73-7.3519.08-20.285.081.96-
2020/101.53-4.8-26.5417.14-21.534.952.01-
2020/91.61-10.79-17.4615.61-21.05.032.13-
2020/81.811.72-0.1614.0-21.384.982.15-
2020/71.613.35-37.5412.2-23.785.471.96-
2020/61.56-31.75-32.9510.58-21.135.811.84-
2020/52.2916.7713.169.02-18.656.021.78-
2020/41.9611.05-21.686.73-25.745.172.07-
2020/31.7722.5-26.744.77-27.34.772.41-
2020/21.44-7.87-31.553.01-27.625.52.09-
2020/11.56-37.17-23.571.56-23.576.151.87-
2019/122.4918.8-2.5926.43-19.950.0N/A-
2019/112.10.48-26.5423.94-21.410.0N/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)720.01.79-64.691.64-57.1826.64-26.0622.19-7.735.94-39.944.90-52.241.58-55.621.7-62.311.3-64.86
2022 (9)720.05.07102.83.8378.9736.0322.4324.0511.79.8951.6910.2666.293.5685.424.51105.03.7103.3
2021 (8)720.02.50861.542.14282.1429.4338.5621.5320.356.5258.646.17585.561.92120.692.2228.361.82857.89
2020 (7)720.00.26-85.950.56-75.5521.24-19.7617.89-17.414.11-51.420.90-82.320.87-61.160.67-65.460.19-85.93
2019 (6)720.01.85-53.522.29-30.426.47-19.8421.66-3.98.46-16.985.09-42.222.24-33.531.94-50.381.35-53.61
2018 (5)721.413.98105.153.2932.1333.0214.9722.549.7410.1934.268.8182.783.3754.593.91120.92.91110.87
2017 (4)710.01.9492.082.4979.1428.7221.2320.54-1.37.5942.134.8258.552.1871.651.7778.791.3891.67
2016 (3)710.01.01-63.01.39-32.5223.69-15.4220.81-1.235.34-27.453.04-56.511.27-38.350.99-61.020.72-63.27
2015 (2)710.02.73-36.072.06-39.4128.01-11.721.07-10.727.36-27.496.99-27.262.06-36.022.54-33.511.96-35.74
2014 (1)710.04.2747.753.4027.3431.7211.7323.60010.1509.6103.2234.173.8249.83.0548.06

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