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)300.00.00.64-65.78-23.810.67-58.9191.33.9519.34221.143.04-13.147.4233.10-11.9736.668.17-52.03197.096.23-60.69-29.370.25-58.33212.50.19-65.45-24.07.77-58.34-14.86.23-60.69-29.37-1.71-17.968.18
24Q2 (19)300.00.01.8729.86246.31.6375.27143.283.31129.86771.053.59.7233.0837.6011.1430.117.0356.159.0115.8518.37158.560.671.43114.290.5527.91243.7518.6518.79100.7515.8518.37158.561.7758.4421.57
24Q1 (18)300.011.111.4487.01900.00.93-32.121228.571.44-28.0900.03.19-6.1886.5533.8310.7411.4310.91-9.98181.1913.3998.08585.140.35-14.63400.00.4386.96960.015.70134.6878600.013.3998.08585.146.9839.34231.76
23Q4 (17)300.011.110.77-8.33527.781.37495.65191.492.0062.6-73.233.420.14139.4430.5526.14-14.0412.12340.7356.196.76-23.36292.050.41412.5272.730.23-8.0560.06.69-26.64220.766.76-23.36292.0513.8723.62214.99
23Q3 (16)300.011.110.8455.56-58.210.23-65.67-68.491.23223.68-83.922.837.626.3424.22-16.19-39.472.75-74.32-79.528.8243.88-63.510.08-71.43-73.330.2556.25-53.79.12-1.83-67.058.8243.88-63.5130.70227.78395.74
23Q2 (15)3011.1111.110.54400.0-79.070.67857.14-64.740.38311.11-93.262.6353.8-13.228.90-4.81-30.5110.71176.03-55.416.13322.1-73.280.28300.0-61.640.16420.0-77.149.2946550.0-67.096.13322.1-73.2837.11200.00386.01
23Q1 (14)270.08.0-0.180.0-105.340.07-85.11-96.05-0.18-102.41-105.341.7120.42-36.4330.36-14.58-36.663.88-50.0-84.7-2.7621.59-109.010.07-36.36-89.71-0.050.0-106.02-0.0299.64-100.05-2.7621.59-109.01-8.09-54.48-60.36
22Q4 (13)270.08.0-0.18-108.96-106.570.47-35.62-78.647.47-2.35-35.161.42-36.61-42.7435.54-11.17-34.497.76-42.22-76.85-3.52-114.56-112.980.11-63.33-86.75-0.05-109.26-107.46-5.54-120.01-116.28-3.52-114.56-112.98-31.34-65.52-48.60
22Q3 (12)270.08.02.01-22.09-43.850.73-61.58-75.097.6535.64-12.772.24-26.07-15.1540.01-3.8-32.6913.43-44.09-65.1524.175.36-27.460.3-58.9-70.590.54-22.86-38.6427.68-1.95-28.4424.175.36-27.46-6.71-22.77-27.12
22Q2 (11)278.022.732.58-23.44-24.561.907.34-32.865.6467.36-1.233.0312.6423.1741.59-13.23-29.8724.02-5.28-38.8822.94-25.13-26.020.737.35-24.740.7-15.66-7.8928.23-22.55-21.0122.94-25.13-26.0210.55-0.23-6.11
22Q1 (10)250.013.643.3722.9947.161.77-19.552.313.37-70.7547.162.698.4729.3347.93-11.65-4.7925.36-24.34-12.6430.6412.9825.210.68-18.0713.330.8323.8862.7536.457.1128.4830.6412.9825.211.21-0.24-22.23
21Q4 (9)250.013.642.74-23.4665.062.20-24.9188.0311.5231.36112.942.48-6.0629.1754.25-8.7328.1333.52-13.0356.3427.12-18.6143.950.83-18.63102.440.67-23.8686.1134.03-12.0255.5327.12-18.6143.950.63-9.39-10.69
21Q3 (8)2513.6413.643.584.68167.162.933.53166.368.7753.59132.012.647.3245.8659.440.2445.438.54-1.9386.3633.327.45103.051.025.15175.680.8815.79193.3338.688.23104.8733.327.45103.0512.7927.0133.55
21Q2 (7)220.00.03.4249.3497.692.8363.58122.835.71149.34134.022.4618.2734.4359.3017.839.8939.3035.3864.6431.0126.7347.530.9761.67120.450.7649.02100.035.7425.9850.6131.0126.7347.5313.3043.6555.72
21Q1 (6)220.010.02.2937.95246.971.7347.86367.572.29-57.67246.972.088.3363.7850.3418.8927.729.0335.4142.9324.4729.88131.290.646.34300.00.5141.67292.3128.3729.66114.624.4729.88131.297.2130.9127.11
20Q4 (5)220.010.01.6623.880.611.176.36-12.035.4143.1251.541.926.088.4742.343.57-0.7721.443.68-7.1918.8414.810.530.4110.810.00.3620.09.0921.8815.8914.2618.8414.810.53--0.00
20Q3 (4)220.00.01.34-22.540.01.10-13.390.03.7854.920.01.81-1.090.040.88-3.560.020.68-13.360.016.41-21.930.00.37-15.910.00.3-21.050.018.88-20.440.016.41-21.930.0--0.00
20Q2 (3)2210.00.01.73162.120.01.27243.240.02.44269.70.01.8344.090.042.397.530.023.8799.750.021.0298.680.00.44193.330.00.38192.310.023.7379.50.021.0298.680.0--0.00
20Q1 (2)200.00.00.66-60.00.00.37-72.180.00.66-81.510.01.27-28.250.039.42-7.620.011.95-48.270.010.58-43.540.00.15-63.410.00.13-60.610.013.22-30.970.010.58-43.540.0--0.00
19Q4 (1)200.00.01.650.00.01.330.00.03.570.00.01.770.00.042.670.00.023.100.00.018.740.00.00.410.00.00.330.00.019.150.00.018.740.00.0--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)
2024/111.0836.66-4.0111.625.062.98N/A-
2024/100.79-29.51-18.9910.5229.062.83N/A-
2024/91.1220.993.919.7335.583.040.7-
2024/80.92-7.480.08.6141.163.030.71-
2024/71.0-9.9520.417.6948.513.280.65-
2024/61.11-4.9239.496.6953.883.50.71基期較低
2024/51.17-4.7126.115.5857.13.430.73基期較低
2024/41.2217.5834.264.4168.023.010.83基期較低
2024/31.0439.1940.953.1985.983.190.81基期較低
2024/20.75-46.4843.452.15120.113.450.75基期較低
2024/11.47.17208.271.4208.273.820.67基期較低
2023/121.316.26163.9410.5812.633.40.62基期較低
2023/111.1215.32160.039.274.223.170.67前期基期較低。
2023/100.97-9.5898.798.15-3.712.970.71前期基期較低。
2023/91.0816.4264.747.18-10.02.830.82前期基期較低。
2023/80.9211.4121.366.1-16.672.550.91-
2023/70.834.3-0.075.18-21.092.550.91-
2023/60.8-14.04-19.84.35-24.132.631.15-
2023/50.931.43-10.033.55-25.042.581.18-
2023/40.9123.44-10.12.63-29.22.171.4-
2023/30.7441.66-33.21.71-36.41.711.93-
2023/20.5214.99-31.970.98-38.621.472.25-
2023/10.45-8.23-44.820.45-44.821.382.4-
2022/120.4914.53-40.169.39-2.821.422.13-
2022/110.43-11.83-48.218.90.661.571.92-
2022/100.49-25.07-40.488.465.751.91.59-
2022/90.65-14.23-24.737.9711.052.241.23-
2022/80.76-8.26-9.277.3215.962.581.07-
2022/70.83-16.29-10.856.5619.842.850.97-
2022/60.99-3.56-1.365.7326.133.030.43-
2022/51.031.3624.354.7433.953.150.41-
2022/41.01-8.2861.983.7136.882.890.45產品線擴充及整體產業需求暢旺。
2022/31.1144.2661.762.6929.342.690.3產品線擴充及整體產業需求暢旺。
2022/20.77-6.7233.241.5913.52.410.34-
2022/10.82-0.49-0.280.82-0.282.480.33-
2021/120.83-0.8533.919.6641.652.480.23-
2021/110.831.3224.988.8442.422.520.23-
2021/100.82-5.2330.138.044.522.530.23-
2021/90.873.3750.747.1846.382.640.14產品線擴充及整體產業暢旺。
2021/80.84-9.8640.696.3145.82.780.14-
2021/70.93-7.3745.695.4746.612.760.14-
2021/61.0121.5871.734.5446.812.460.16產品線擴充及整體產業需求暢旺
2021/50.8332.0332.293.5440.992.140.18-
2021/40.63-8.41.842.7143.871.890.21-
2021/30.6818.8346.32.0864.252.080.17產品線擴充及整體產業需求暢旺
2021/20.58-30.1953.461.474.722.020.17產品線擴充及整體產業需求暢旺
2021/10.8233.6293.420.8293.422.110.17產品線擴充及整體產業暢旺
2020/120.62-7.4611.056.8230.751.920.23-
2020/110.675.499.796.233.091.870.24-
2020/100.639.774.755.5436.581.80.25-
2020/90.58-3.5140.014.9142.151.810.38-
2020/80.6-6.6561.394.3342.441.820.38前期基期較低。
2020/70.649.1636.413.7339.821.850.37-
2020/60.59-6.3321.053.0940.541.830.5-
2020/50.631.6464.442.5146.031.710.53去年同期比較基期較低,外加新冠疫情減緩。
2020/40.6131.5738.391.8840.81.460.62-
2020/30.4724.6452.621.2742.01.270.69108/3月營收受中美貿易及虛擬貨幣退潮影響,故基期較低,109/3月下游經銷商恢復正常拉貨。
2020/20.37-12.0131.860.836.461.360.65-
2020/10.43-23.2740.770.4340.770.0N/A-
2019/120.56-8.5160.525.2211.760.0N/A107/12月營收受中美貿易及虛擬貨幣退潮影響,故基期較低,108/12月下游經銷商恢復正常拉貨。
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)3011.111.99-72.932.33-51.7610.5812.6728.41-32.557.93-59.175.61-73.860.84-53.850.73-69.330.59-70.65
2022 (9)278.07.35-35.364.83-50.059.39-2.842.12-24.9319.42-45.1321.46-26.581.82-46.782.38-28.742.01-28.72
2021 (8)2513.6411.37113.729.67143.589.6641.6456.1135.4735.3975.8129.2369.553.42149.643.34145.592.82138.98
2020 (7)2210.05.3252.873.9758.86.8230.6541.425.6620.1322.017.2425.931.3759.31.3665.851.1866.2
2019 (6)200.03.48-7.452.5017.375.2211.7839.20-3.5216.50-8.7413.69-17.530.862.380.82-15.460.71-7.79
2018 (5)2017.653.76-10.482.13-29.04.67-1.8940.632.3418.08-18.8116.609.570.84-20.750.9710.230.776.94
2017 (4)1721.434.20-17.323.0015.384.764.1639.705.2222.276.8615.15-5.431.0611.580.88-2.220.72-1.37
2016 (3)147.695.0802.6014.544.5718.3937.73-3.5520.84-3.5616.02-18.180.9514.460.9-1.10.73-3.95
2015 (2)1318.180.0002.2703.86039.12021.61019.5800.8300.9100.760
2014 (1)1100.0000.000000.0000.0000.000000000

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