. 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)330.010.0-0.26-155.32-141.27-0.24-166.67-188.890.22-55.1-78.433.28-31.95-13.6823.6515.25-6.78-1.16-123.72-125.27-1.48-137.37-126.1-0.04-116.67-123.53-0.09-160.0-147.37-1.39-124.87-119.44-1.48-137.37-126.119.181047.3486.67
24Q2 (19)330.010.00.472250.034.290.36340.000.492350.025.644.8270.3254.4920.52-17.09-6.564.89476.15325.223.96195.5226.920.24700.0500.00.151400.036.365.59507.6121.03.96195.5226.9232.641225.0036.66
24Q1 (18)336.4510.00.02200.0-33.33-0.15-266.67-350.00.02-97.98-33.332.83-5.03-3.7424.7514.32-6.21-1.30-205.69-178.791.34318.751388.89-0.04-200.0-180.00.01200.00.00.92538.1-30.831.34318.751388.89-13.3048.41-166.67
23Q4 (17)313.333.33-0.02-103.17-102.250.09-66.67-78.570.99-2.94-75.062.98-21.58-37.3921.65-14.66-5.51.23-73.2-82.870.32-94.36-94.980.04-76.47-88.24-0.01-105.26-103.7-0.21-102.94-102.110.32-94.36-94.980.11-11.59-33.34
23Q3 (16)300.00.00.6380.0-49.190.270-59.71.02161.54-66.883.821.79-13.2425.3715.5313.724.59299.13-41.455.6781.73-39.160.17325.0-50.00.1972.73-48.657.1554.76-36.055.6781.73-39.1613.96573.34-50.00
23Q2 (15)300.00.00.351066.67-67.290.00-100.0-100.00.391200.0-78.83.126.12-7.6921.96-16.79-29.731.15-30.3-87.953.123366.67-71.970.04-20.0-87.50.111000.0-65.624.62247.37-67.093.123366.67-71.97-16.06485.02-92.85
23Q1 (14)300.00.00.03-96.63-96.10.06-85.71-66.670.03-99.24-96.12.94-38.24-16.4826.3915.190.041.65-77.02-69.780.09-98.59-98.860.05-85.29-73.680.01-96.3-95.651.33-86.61-87.090.09-98.59-98.86-14.78-62.43-61.51
22Q4 (13)300.03.450.89-28.23242.310.42-37.31227.273.9728.9429.334.768.68-26.8822.912.69-3.297.18-8.421395.836.38-31.55154.180.340.01033.330.27-27.03237.59.93-11.18186.996.38-31.55154.1819.13-6.17-4.23
22Q3 (12)300.001.2415.8900.6728.8503.0867.3904.3829.59022.31-28.6107.84-17.8209.32-16.2600.346.2500.3715.62011.18-20.3709.32-16.26012.8027.43108.87
22Q2 (11)300.001.0738.9600.52188.8901.84138.9603.38-3.98031.2518.4609.5474.73011.1340.8900.3268.4200.3239.13014.0436.31011.1340.890-24.95117.56171.72
22Q1 (10)303.4500.77196.1500.18154.5500.772.6703.52-45.93026.3811.3605.461037.507.90214.7400.19533.3300.23187.5010.30197.6907.90214.740-22.9698.0877.28
21Q4 (9)29000.2600-0.33000.75006.510023.69000.48002.51000.03000.08003.46002.51000.000.000.00
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)
2024/101.2513.0463.7712.1714.683.41N/A配合客戶訂單時程交貨，故營收上升。
2024/91.14.27-16.5610.9310.883.280.52-
2024/81.06-5.35-17.819.8215.143.530.48-
2024/71.12-17.23-6.068.7720.994.230.4-
2024/61.35-23.124.87.6526.314.820.38-
2024/51.762.6587.186.332.134.930.37配合客戶訂單時程交貨，故營收上升。
2024/41.7116.8791.824.5418.633.870.47配合客戶訂單時程交貨，故營收上升。
2024/31.46112.281.782.83-3.612.830.64-
2024/20.692.27-9.51.36-8.812.860.63-
2024/10.67-54.79-8.090.67-8.092.90.62-
2023/121.49104.50.2412.84-19.82.980.55-
2023/110.73-4.18-51.711.35-21.850.0N/A客戶訂單交期延後，故營收下降。
2023/100.76-42.4-55.9410.62-18.390.0N/A客戶訂單交期延後，故營收下降
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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)313.330.98-75.130.45-74.8612.84-19.923.91-5.382.30-69.252.53-70.310.3-75.00.45-75.00.3-74.79
2022 (9)303.453.94425.331.79894.4416.0316.5825.278.787.48160.638.52194.811.2200.01.8221.431.19440.91
2021 (8)2920.830.75-71.480.18-91.7413.759.9123.23-3.532.87-60.252.89-47.930.4-55.560.56-32.530.22-65.62
2020 (7)240.02.6383.922.1863.9112.5134.9524.08-13.827.2219.145.5547.210.960.710.8376.60.6482.86
2019 (6)240.01.43-42.341.3322.029.270.3227.94-1.696.06-2.733.77-42.710.56-3.450.47-43.370.35-42.62
2018 (5)240.02.4816.981.09-42.939.240.4328.4210.336.23-26.276.5816.670.58-25.640.8325.760.6117.31
2017 (4)240.02.1265.621.9157.859.23.2525.764.338.4531.835.6467.860.7836.840.6637.50.5267.74
2016 (3)2401.2801.2108.91024.6906.4103.3600.5700.4800.310

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