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)740.00.0-1.3618.56-1136.36-1.1149.3243.08-4.01-51.32-106.72.1326.04-21.414.78338.39955.71-44.8655.6226.68-47.0335.3-1527.34-0.9643.8642.17-1.018.7-1150.0-53.4331.54-383.53-47.0335.3-1527.349.96-25.9223.73
24Q2 (19)740.00.0-1.67-70.41-59.05-2.19-1.86-0.46-2.65-170.41-44.811.69-6.11-58.48-6.20-135.05-289.6-101.09-13.55-238.77-72.69-81.68-284.81-1.71-6.88-41.32-1.23-70.83-59.74-78.04-91.89-743.68-72.69-81.68-284.81-18.57-0.56-50.46
24Q1 (18)740.00.0-0.9869.28-25.64-2.15-99.07-198.61-0.9880.9-25.641.8-31.03-54.4317.69233.15-0.79-89.03-46.82-451.61-40.0155.51-174.04-1.6-1.27-150.0-0.7269.36-24.14-40.6766.08-134.95-40.0155.51-174.04-17.36-1365.36-27.22
23Q4 (17)740.00.0-3.19-2800.0-3090.0-1.0844.62-266.15-5.13-164.43-140.522.61-3.69-31.855.31279.29-83.08-60.640.88-497.64-89.93-3011.76-4441.92-1.584.82-372.41-2.35-2837.5-2837.5-119.91-985.16-16304.05-89.93-3011.76-4441.92-18.55-1355.2427.59
23Q3 (16)740.00.0-0.1189.52-103.3-1.9510.55-6400.0-1.94-6.01-115.22.71-33.42-65.521.40-57.19-95.65-61.18-105.03-1036.91-2.8984.7-109.27-1.66-37.19-425.49-0.0889.61-103.27-11.05-19.46-129.08-2.8984.7-109.27-15.1927.45-96.11
23Q2 (15)740.00.0-1.05-34.62-124.71-2.18-202.78-186.85-1.83-134.62-119.414.073.04-72.353.27-81.66-90.58-29.84-84.88-276.26-18.89-29.38-189.02-1.21-89.06-148.59-0.77-32.76-124.68-9.2546.56-136.27-18.89-29.38-189.023.08-357.31-206.78
23Q1 (14)740.00.0-0.78-680.0-115.06-0.72-210.77-118.75-0.78-106.16-115.063.953.13-78.2617.83-43.18-50.73-16.14-205.84-180.46-14.60-637.37-169.66-0.64-210.34-117.58-0.58-625.0-115.22-17.31-2439.19-168.12-14.60-637.37-169.66-24.07-391.501027.95
22Q4 (13)740.04.23-0.10-103.0-102.230.652266.67-84.0312.66-0.78-9.443.83-51.27-76.6231.38-2.58-23.5615.25133.54-33.49-1.98-106.35-110.110.5813.73-84.53-0.08-103.27-102.490.74-98.05-96.93-1.98-106.35-110.11-48.94-62.331082.74
22Q3 (12)740.02.783.33-21.65-25.34-0.03-101.2-100.7112.7635.3133.617.86-46.6-48.0232.21-7.23-21.786.53-61.43-74.5131.1646.8446.430.51-79.52-86.822.45-21.47-23.9138.0049.0244.8231.1646.8446.43-32.80-19.80-67.92
22Q2 (11)740.02.784.25-17.9565.372.51-34.64-12.859.4382.0586.3614.72-18.996.5934.72-4.06-9.1816.93-15.6-7.8421.221.2457.892.49-31.59-1.973.12-18.1167.7425.500.3555.3921.221.2457.89-4.03-1.29-20.14
22Q1 (10)744.237.255.1815.37108.033.84-5.6551.785.18-62.95108.0318.1710.9353.4636.19-11.84-3.1620.06-12.5213.5920.966.9944.953.64-2.9374.163.8118.69122.8125.415.355.720.966.9944.959.638.02-4.71
21Q4 (9)71-1.395.974.490.6798.674.07-3.7878.5113.9846.39173.0516.388.3386.5641.05-0.32-4.8422.93-10.56.0619.59-7.9413.763.75-3.197.373.21-0.31112.5824.13-8.0423.0519.59-7.9413.768.9137.1121.55
21Q3 (8)720.07.464.4673.54281.24.2346.88267.839.5588.74233.9215.129.49137.3641.187.7223.9625.6239.4762.8721.2858.3372.453.8752.36287.03.2273.12307.5926.2459.976.5821.2858.3372.4513.0738.3830.36
21Q2 (7)724.357.462.573.21295.382.8813.83227.275.06103.21199.4113.8116.6484.3838.232.317.5218.374.0271.8413.44-7.05131.332.5421.53217.51.868.77322.7316.410.55108.2513.44-7.05131.3325.756.7012.39
21Q1 (6)692.992.992.4910.18139.422.5310.96201.192.49-51.37139.4211.8434.8532.1437.37-13.3839.5417.66-18.32127.5814.46-16.0386.342.0910.0202.91.7113.25144.2916.32-16.7887.5914.46-16.0386.3436.3451.6754.61
20Q4 (5)670.09.842.2693.16402.222.2898.2690.05.1279.02-1.358.7837.838.5343.1429.8635.8321.6237.44119.9417.2239.55410.981.990.0140.511.5191.14459.2619.6131.97816.3617.2239.55410.98--0.00
20Q3 (4)670.00.01.1780.00.01.1530.680.02.8669.230.06.37-14.950.033.222.120.015.7347.150.012.34112.390.01.025.00.00.7979.550.014.8688.580.012.34112.390.0--0.00
20Q2 (3)670.00.00.65-37.50.00.884.760.01.6962.50.07.49-16.410.032.5321.470.010.6937.760.05.81-25.130.00.815.940.00.44-37.140.07.88-9.430.05.81-25.130.0--0.00
20Q1 (2)679.840.01.04131.110.00.84-30.00.01.04-79.960.08.9610.750.026.78-15.680.07.76-21.060.07.76130.270.00.69-12.660.00.7159.260.08.70306.540.07.76130.270.0--0.00
19Q4 (1)610.00.00.450.00.01.200.00.05.190.00.08.090.00.031.760.00.09.830.00.03.370.00.00.790.00.00.270.00.02.140.00.03.370.00.0--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)
2024/101.129.088.466.71-42.82.6N/A-
2024/90.8529.247.655.62-47.632.135.03-
2024/80.665.2-17.954.77-52.011.815.92本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/70.6241.66-44.414.11-55.01.786.01本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/60.53-15.97-60.823.58-55.371.784.95本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/50.631.61-54.333.05-54.271.924.59本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/40.62-7.31-53.652.42-54.251.774.99本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/30.6739.81-49.21.8-54.461.85.25本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/20.48-26.38-63.651.13-57.091.994.74本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2024/10.65-24.4-50.50.65-50.52.254.19本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/120.8615.82-33.3313.34-70.072.613.63本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/110.74-26.53-41.8412.48-71.172.543.73本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/101.0128.12-20.0211.74-72.062.63.65本年累計營收較去年累計減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/90.79-1.49-65.0610.73-73.672.713.9本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/80.8-28.72-62.599.94-74.183.273.23本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/71.12-16.87-67.599.14-74.863.852.74本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/61.35-2.06-71.558.01-75.634.072.94本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/51.383.12-69.396.66-76.314.032.96本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/41.341.58-75.525.28-77.633.973.01本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/31.320.04-78.273.95-78.273.953.62本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/21.320.25-78.252.63-78.273.923.64本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2023/11.311.82-78.31.31-78.33.883.68本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/121.291.04-77.6144.58-21.983.834.06本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/111.281.03-76.7843.29-15.754.83.24本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/101.26-44.03-75.3242.02-8.445.662.75本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/92.265.46-55.4740.75-0.047.862.14本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/82.14-38.25-57.4638.57.8210.361.62本月營收較去年同期減少,主係全球經濟衰退,故客戶拉貨速度放緩所致。
2022/73.47-27.03-30.9936.3618.5312.721.32-
2022/64.755.38-0.7532.8928.2314.721.28-
2022/54.51-17.52-4.5728.1434.8816.031.17-
2022/45.47-9.8127.1923.6346.4317.581.07-
2022/36.060.1249.1318.1753.4118.171.36因市場需求增溫,出貨暢旺所致
2022/26.050.051.6412.1155.6517.871.38因市場需求增溫,出貨暢旺所致
2022/16.055.0859.886.0559.8817.311.42因市場需求增溫,出貨暢旺所致
2021/125.764.7869.5657.1581.0616.381.47因市場需求增溫,出貨暢旺所致
2021/115.57.3898.1651.3982.4515.681.53因市場需求增溫,出貨暢旺所致
2021/105.120.9696.0245.8980.7315.221.58因市場需求增溫,出貨暢旺所致
2021/95.070.74126.7340.7778.9815.121.28因市場需求增溫,出貨暢旺所致
2021/85.030.17144.1535.773.7914.841.3因市場需求增溫,出貨暢旺所致
2021/75.024.94146.630.6765.9414.531.33因市場需求增溫,出貨暢旺所致
2021/64.791.3283.8525.6555.9513.811.17因市場需求增溫,出貨暢旺所致
2021/54.729.9386.6420.8650.713.081.24因市場需求增溫,出貨暢旺所致
2021/44.35.7379.1316.1442.6612.351.31因市場需求增溫,出貨暢旺所致
2021/34.061.840.211.8432.8511.841.15-
2021/23.995.4429.747.7829.311.171.21-
2021/13.7911.4428.843.7928.849.961.36-
2020/123.422.4617.4431.56-15.098.781.31-
2020/112.776.222.4428.16-17.847.621.51-
2020/102.6116.784.2625.39-19.576.911.67-
2020/92.248.48-9.7422.78-21.636.331.47-
2020/82.061.18-25.0720.54-22.746.71.39-
2020/72.04-21.76-41.5218.48-22.477.171.3-
2020/62.62.86-17.7516.45-19.217.531.3-
2020/52.535.51-19.8413.84-19.487.831.25-
2020/42.4-17.24-46.6411.31-19.398.371.17-
2020/32.9-5.79-25.18.91-6.558.911.09-
2020/23.084.737.226.016.18.911.09-
2020/12.941.58-14.252.94-14.258.541.13-
2019/122.896.82-33.8537.1718.090.0N/A-
2019/112.718.11-33.2934.2826.470.0N/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)740.0-5.130-5.91013.34-70.087.60-78.03-38.190-28.280-5.090-4.490-3.770
2022 (9)744.2312.16-8.646.97-49.0944.58-21.9934.59-12.7416.23-24.3420.8819.387.23-41.0311.39-6.029.31-6.81
2021 (8)715.9713.31166.7313.69167.3857.1580.8539.6416.6221.4554.2117.4961.212.26178.6412.12200.09.99191.25
2020 (7)679.844.99-2.545.128.4731.6-15.0133.9913.013.9123.8610.8527.54.45.264.044.943.438.54
2019 (6)618.935.120.04.7280.8437.1818.1130.08-5.1111.2344.348.51-9.664.1870.613.8510.323.166.4
2018 (5)5693.15.12-50.772.61-53.5631.48-7.1131.70-16.957.78-44.949.42-2.482.45-48.853.49-10.512.97-9.17
2017 (4)2926.0910.407.775.6267.7633.8997.8438.17-18.4114.13-15.199.66-32.214.7968.073.938.793.2734.02
2016 (3)230.09.6503.35017.13291.146.7831.5916.661090.014.25412.592.854650.02.811461.112.441933.33
2015 (2)2300.0000.0004.38035.5501.4002.7800.0600.1800.120

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