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)280.00.02.03-10.571745.452.2134.76713.899.2328.19462.84.7412.0699.1637.88-3.6666.9516.539.98489.8611.99-20.39432.890.7821.88880.00.57-10.941800.015.44-19.711303.6411.99-20.39432.89-13.54-32.27-10.10
24Q2 (19)280.00.02.27-53.96116.191.64-54.95412.57.2046.04370.594.23-39.1486.3439.324.5212.715.03-24.43269.2915.06-24.6223.540.64-53.62611.110.64-53.96113.3319.23-23.646.2415.06-24.6223.545.0051.41-13.84
24Q1 (18)280.00.04.93156.77927.083.6427.27360.764.9338.1927.086.9549.14171.4837.62-4.421.9219.89-0.189.9719.9873.59253.01.3848.39411.111.39157.41892.8625.1775.89236.519.9873.59253.072.47901.11460.86
23Q4 (17)280.00.01.921645.45734.782.86894.44429.633.57117.68-57.144.6695.844.7239.3673.47-0.1319.91569.58144.5911.51411.56499.480.931030.0257.690.541700.0800.014.311200.91171.0211.51411.56499.4850.32777.97340.97
23Q3 (16)280.00.00.11-89.52-94.15-0.36-212.5-145.571.647.19-79.952.384.85-29.7922.69-34.97-40.71-4.24-204.18-139.72.25-81.54-85.3-0.1-211.11-127.780.03-90.0-94.231.10-91.63-94.372.25-81.54-85.3-3.2414.62-136.00
23Q2 (15)280.03.71.05118.75-69.030.32-59.49-88.531.53218.75-75.752.27-11.33-46.9634.89-5.47-16.594.07-61.13-82.2712.19115.37-43.460.09-66.67-90.820.3114.29-67.3913.1575.8-49.8312.19115.37-43.46-15.91113.72-6.60
23Q1 (14)280.03.70.48108.7-83.560.7946.3-63.760.48-94.24-83.562.56-20.5-35.0336.91-6.34-9.5810.4728.62-51.715.66194.79-71.880.273.85-68.240.14133.33-82.287.4841.67-71.465.66194.79-71.88-12.7510.477.32
22Q4 (13)280.03.70.23-87.77-78.70.54-31.65-5.268.331.8342.643.22-5.01-17.6539.412.9822.518.14-23.7825.231.92-87.46-73.950.26-27.784.00.06-88.46-79.315.28-72.99-46.341.92-87.46-73.95-12.90-66.16-51.67
22Q3 (12)283.73.71.88-44.5417.50.79-71.68-24.048.1829.6472.213.39-20.79-11.0238.27-8.5119.310.68-53.46-6.4815.31-28.9933.950.36-63.27-16.280.52-43.4820.9319.55-25.4130.4215.31-28.9933.95-6.08-14.22-21.85
22Q2 (11)270.00.03.3916.117.712.7927.9811.66.31116.1102.894.288.63-7.3641.832.479.4722.955.8621.2421.567.127.420.9815.2912.640.9216.4616.4626.210.024.8721.567.127.424.7093.23155.22
22Q1 (10)270.0-3.572.92170.371227.272.18282.461881.822.92-50.01227.273.940.7758.2340.8226.8927.8821.68233.541047.0920.13173.13674.230.85240.01600.00.79172.411216.6726.21166.36742.7720.13173.13674.231.7068.94118.63
21Q4 (9)270.0-3.571.08-32.5190.760.57-45.19122.85.8422.95271.973.912.6258.332.170.28234.066.50-43.08122.097.37-35.52142.970.25-41.86134.250.29-32.56185.299.84-34.36166.947.37-35.52142.97-7.46-38.47-51.80
21Q3 (8)270.0-3.571.60-44.4458.421.04-58.4-11.864.7552.7372.13.81-17.5339.0532.08-16.04-18.6411.42-39.67-27.9511.43-32.455.740.43-50.570.00.43-45.5748.2814.99-28.595.4911.43-32.455.7434.01582.321057.16
21Q2 (7)27-3.57-3.572.881209.09294.522.502172.73400.03.111313.64378.464.6285.54152.4638.2119.71-13.6118.93901.5976.7516.92550.7754.10.871640.0335.00.791216.67276.1920.99574.9242.8916.92550.7754.143.18663.791138.57
21Q1 (6)280.00.00.22118.49375.00.11104.4152.380.22-85.99375.02.490.8143.131.92231.4614.991.89106.42153.392.60115.16250.290.05106.85183.330.06117.65400.03.11121.16372.812.60115.16250.29-4.52-49.66-103.73
20Q4 (5)280.00.0-1.19-217.82-557.69-2.50-311.86-538.61.57-43.12-48.012.47-9.8548.89.63-75.58-75.74-29.42-285.62-378.86-17.15-258.65-493.35-0.73-269.77-529.41-0.34-217.24-585.71-14.70-203.45-379.47-17.15-258.65-493.35--0.00
20Q3 (4)280.00.01.0138.360.01.18136.00.02.76324.620.02.7449.730.039.43-10.850.015.8547.990.010.81-1.550.00.43115.00.00.2938.10.014.21-3.270.010.81-1.550.0--0.00
20Q2 (3)280.00.00.731012.50.00.50338.10.00.65912.50.01.835.170.044.2359.330.010.71402.540.010.98734.680.00.2433.330.00.211150.00.014.691388.60.010.98734.680.0--0.00
20Q1 (2)280.00.0-0.08-130.770.0-0.21-136.840.0-0.08-102.650.01.744.820.027.76-30.080.0-3.54-133.550.0-1.73-139.680.0-0.06-135.290.0-0.02-128.570.0-1.14-121.670.0-1.73-139.680.0--0.00
19Q4 (1)280.00.00.260.00.00.570.00.03.020.00.01.660.00.039.700.00.010.550.00.04.360.00.00.170.00.00.070.00.05.260.00.04.360.00.0--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)
2024/103.15130.81430.7219.08146.756.21N/A配合客戶出貨
2024/91.37-19.1887.9815.92123.114.741.44配合客戶出貨
2024/81.690.48135.5414.56127.094.61.48配合客戶出貨
2024/71.6837.6395.8212.87126.024.311.58配合客戶出貨
2024/61.22-12.84220.9911.18131.394.231.27配合客戶出貨
2024/51.4-12.5856.459.96123.735.261.02配合客戶出貨
2024/41.6-28.661.988.56140.75.241.02配合客戶出貨
2024/32.2561.8293.726.95171.116.950.69配合客戶出貨
2024/21.39-58.198.214.71235.057.740.62配合客戶出貨
2024/13.329.12371.413.32371.417.460.64配合客戶出貨
2023/123.04174.21172.9911.88-19.884.741.2配合客戶出貨
2023/111.1186.4410.698.84-35.552.432.35-
2023/100.59-18.24-46.147.73-39.192.042.8-
2023/90.731.26-39.817.14-38.532.32.0-
2023/80.72-16.46-40.36.41-38.381.962.36-
2023/70.86125.6-12.355.69-38.132.142.16-
2023/60.38-57.52-78.414.83-41.22.271.51配合客戶出貨
2023/50.9-9.49-28.964.45-31.033.051.13-
2023/40.99-14.61-20.793.56-31.542.851.2-
2023/31.1665.57-38.592.56-34.952.561.43-
2023/20.7-0.36-41.581.4-31.592.521.46-
2023/10.7-36.8-17.530.7-17.532.821.31-
2022/121.1111.18-25.0514.830.023.221.27-
2022/111.0-9.292.6313.722.833.311.24-
2022/101.1-8.62-23.7712.722.853.511.17-
2022/91.210.43-11.3911.616.383.391.41-
2022/81.222.6511.410.48.923.951.21-
2022/70.98-44.42-26.839.28.64.011.2-
2022/61.7639.77130.338.2215.264.281.07配合客戶出貨
2022/51.260.9-46.076.461.424.41.04-
2022/41.25-33.8-18.335.1929.044.341.05-
2022/31.8957.5141.173.9458.163.941.0配合客戶出貨
2022/21.240.6690.492.0577.863.541.12配合客戶出貨
2022/10.85-42.5662.690.8562.693.311.19配合客戶出貨
2021/121.4952.2663.3314.8268.953.910.88配合客戶出貨
2021/110.98-32.6325.1913.3469.63.790.91配合客戶出貨
2021/101.456.2185.9412.3674.493.890.88配合客戶出貨
2021/91.3626.28113.2510.9173.073.780.98配合客戶出貨
2021/81.08-19.4526.239.5568.543.191.16配合客戶出貨
2021/71.3474.978.018.4776.064.450.83配合客戶出貨
2021/60.77-67.27-10.017.1399.714.640.69配合客戶出貨
2021/52.3452.8335.376.37134.055.210.61配合客戶出貨
2021/41.5314.43245.394.0284.453.50.91配合客戶出貨
2021/31.34112.5540.792.4943.392.491.39-
2021/20.6320.1357.691.1546.532.061.68配合客戶出貨
2021/10.52-42.3435.040.5235.042.211.57-
2020/120.9116.7130.238.7715.742.470.98-
2020/110.780.0547.667.8614.272.21.11-
2020/100.7821.8180.137.0811.492.271.07配合客戶出貨
2020/90.64-25.245.746.316.482.741.0-
2020/80.86-31.089.125.676.572.950.93-
2020/71.2445.7729.534.816.132.631.04-
2020/60.8558.32-12.93.57-0.131.831.42-
2020/50.5421.22-17.072.724.661.931.35-
2020/40.44-53.35-14.222.1811.891.791.46-
2020/30.95138.06304.131.7421.311.741.31配合客戶出貨
2020/20.42.88-31.840.79-34.231.491.53-
2020/10.39-44.39-36.530.39-36.531.611.41-
2019/120.732.32-23.167.58-17.810.0N/A-
2019/110.5322.05-30.526.88-17.220.0N/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)280.03.54-56.563.61-42.8811.88-19.8934.63-13.910.00-39.768.52-45.01.19-51.631.18-60.541.01-56.09
2022 (9)283.78.1541.06.3248.7114.830.0740.2218.3616.6052.8515.4946.272.4652.82.9949.52.345.57
2021 (8)27-3.575.78268.154.25014.8268.9933.9814.2610.86010.59163.431.6102.0244.831.58251.11
2020 (7)280.01.57-47.14-1.0408.7715.729.74-19.75-1.8004.02-64.33-0.1600.58-45.790.45-47.06
2019 (6)287.692.97-8.93.0040.197.58-17.7937.068.6813.9135.4411.2718.761.0510.531.07-12.30.85-2.3
2018 (5)260.03.2631.982.14-16.739.22-5.6334.100.2910.277.099.4943.140.951.061.2240.230.8733.85
2017 (4)264.02.47-44.992.5717.899.772.9534.00-2.419.59-12.986.63-46.830.94-10.480.87-45.960.65-44.92
2016 (3)250.04.49-1.542.18-37.719.49-2.2734.84-0.1711.02-22.2812.472.551.05-23.911.612.551.180.0
2015 (2)250.04.5603.5022.389.7115.8734.9017.0414.1810.2612.166.851.3827.781.5727.641.1824.21
2014 (1)2500.0002.8608.38029.82012.86011.3801.0801.2300.950

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