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)270.012.50.57-74.44-65.240.33-81.4650.04.5913.0517.093.64-8.082.5415.63-33.86-37.783.26-78.55-34.414.17-72.29-62.50.12-80.0-33.330.15-75.0-61.545.00-72.63-64.914.17-72.29-62.5-0.09-25.95-5.15
24Q2 (19)278.012.52.2322.53125.251.7871.15439.394.06123.0878.853.967.921.8523.6318.5647.0415.2040.48248.6215.0522.56106.730.650.0328.570.633.33150.018.2718.41102.7715.0522.56106.7317.6689.4435.58
24Q1 (18)254.178.71.82156.3441.091.040.04.01.82-60.4341.093.6727.437.019.931161.39-0.2510.825.874.4412.28109.238.760.437.9314.290.45164.7150.015.43139.2237.0312.28109.238.764.2849.81186.37
23Q4 (17)240.04.350.71-56.71494.441.04372.73181.084.6017.35-47.92.88-18.87-14.541.58-93.71-88.1110.22105.63293.085.87-47.21573.390.2961.11222.220.17-56.41525.06.45-54.74532.895.87-47.21573.39-4.824.47169.70
23Q3 (16)240.04.351.6465.66-38.110.22-33.33215.793.9272.69-56.693.559.23-11.9125.1256.32158.174.9713.99112.3911.1252.75-25.520.1828.57100.00.3962.5-35.014.2558.16-23.1811.1252.75-25.521.9921.20-50.16
23Q2 (15)244.354.350.99-23.26-60.710.33-67.0-61.182.2775.97-64.593.25-5.25-11.6816.07-19.57-20.954.36-57.92-57.467.28-17.74-52.970.14-60.0-63.160.24-20.0-57.899.01-19.98-53.567.28-17.74-52.97-1.73396.7051.64
23Q1 (14)230.04.551.29816.67-66.921.00170.27-20.631.29-85.39-66.923.431.78-1.4419.9850.34-20.5910.36298.46-35.658.85813.71-64.670.35288.89-37.50.3850.0-65.5211.26855.7-64.148.85813.71-64.67-7.30354.94232.50
22Q4 (13)230.09.52-0.18-106.79-146.150.37294.74-28.858.83-2.4353.573.37-16.3836.4413.2936.59-36.742.6011.11-60.43-1.24-108.31-137.690.090.0-43.75-0.04-106.67-150.0-1.49-108.03-135.9-1.24-108.31-137.69-3.43-50.8286.20
22Q3 (12)230.09.522.655.1625.0-0.19-122.35-112.59.0541.1968.224.039.5127.139.73-52.14-62.182.34-77.17-86.2614.93-3.556.640.09-76.32-83.330.65.2636.3618.55-4.384.0414.93-3.556.647.63-15.11-77.44
22Q2 (11)234.559.522.52-35.3826.00.85-32.54-64.736.4164.3696.023.685.75-22.6920.33-19.23.8310.25-36.34-31.1215.48-38.275.710.38-32.14-46.480.57-34.4835.7119.40-38.2291.715.48-38.275.7123.32432.3154.89
22Q1 (10)224.764.763.90900.0207.091.26142.3161.543.90-32.17207.093.4840.8966.5125.1619.75-11.8116.10145.0524.925.05661.496.780.56250.0107.410.87987.5222.2231.40656.6399.2425.05661.496.789.41409.2038.26
21Q4 (9)210.016.670.39-81.6-60.610.52-65.79-54.785.756.8843.032.47-22.08-13.0321.01-18.34-12.286.57-61.42-47.313.29-76.5-48.430.16-70.37-54.290.08-81.82-55.564.15-76.72-47.63.29-76.5-48.43-27.74-37.80-51.36
21Q3 (8)210.016.672.126.0300.01.52-36.9387.655.3864.5375.243.17-33.449.5325.7331.413.5817.0314.4536.914.0058.91211.110.54-23.94107.690.444.76340.017.8376.19166.5214.0058.91211.1147.1731.7486.02
21Q2 (7)210.016.672.0057.4844.932.41208.9775.913.27157.4828.244.76127.7566.4319.58-31.37-20.5714.8815.44-8.28.81-30.791.380.71162.9654.350.4255.5668.010.12-35.79-15.18.81-30.791.3850.6742.8888.40
21Q1 (6)2116.6716.671.2728.288.550.78-32.1716.421.27-68.418.552.09-26.4111.7628.5319.128.4412.893.371.4212.7399.5313.360.27-22.8612.50.2750.028.5715.7698.999.5212.7399.5313.363.7857.544.90
20Q4 (5)180.00.00.9986.79-21.431.1541.98-5.744.0230.94-22.392.8433.9637.8623.95-3.58-23.912.470.24-30.996.3841.78-41.950.3534.62-5.410.1880.0-21.747.9218.39-40.856.3841.78-41.95--0.00
20Q3 (4)180.00.00.53-61.590.00.81-40.880.03.0720.390.02.12-25.870.024.840.770.012.44-23.260.04.50-48.220.00.26-43.480.00.1-60.00.06.69-43.880.04.50-48.220.0--0.00
20Q2 (3)180.00.01.3817.950.01.37104.480.02.55117.950.02.8652.940.024.65-6.310.016.2127.540.08.69-22.620.00.4691.670.00.2519.050.011.92-17.160.08.69-22.620.0--0.00
20Q1 (2)180.00.01.17-7.140.00.67-45.080.01.17-77.410.01.87-9.220.026.31-16.40.012.71-29.660.011.232.180.00.24-35.140.00.21-8.70.014.397.470.011.232.180.0--0.00
19Q4 (1)180.00.01.260.00.01.220.00.05.180.00.02.060.00.031.470.00.018.070.00.010.990.00.00.370.00.00.230.00.013.390.00.010.990.00.0--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)
2024/111.05-31.62-4.9613.8512.683.65N/A-
2024/101.5343.4359.9312.8114.423.95N/A驗收台數較多
2024/91.07-20.91-24.2311.2710.163.643.53-
2024/81.3510.5368.6410.2115.663.83.38本月驗收台數較多
2024/71.22-0.14-9.248.8510.373.583.59-
2024/61.228.017.047.6314.333.953.2-
2024/51.13-28.85-3.416.4113.834.362.9-
2024/41.59-2.353.915.2818.374.322.93驗收台數較多
2024/31.6348.9321.843.687.623.683.47-
2024/21.0914.42-19.472.05-1.52.864.46-
2024/10.9618.1432.250.9632.252.874.45-
2023/120.81-26.55-11.8913.1-9.972.874.96-
2023/111.115.07-11.7112.29-9.843.474.1-
2023/100.96-32.05-20.1511.19-9.653.174.49-
2023/91.4176.0239.9210.23-8.533.564.31-
2023/80.8-40.51-36.18.82-13.323.194.81-
2023/71.3528.77-23.948.02-10.133.574.3-
2023/61.05-10.87-33.176.68-6.713.254.92-
2023/51.1713.376.375.630.693.554.51-
2023/41.03-22.662.434.46-0.73.734.29-
2023/31.34-1.5730.443.42-1.613.424.76-
2023/21.3687.9311.362.08-15.023.05.42-
2023/10.72-21.29-41.210.72-41.212.895.63-
2022/120.92-26.4-22.4214.5616.383.375.11-
2022/111.254.0863.313.6420.453.464.98本月驗收台數較多
2022/101.219.06128.5112.3917.343.464.97本月驗收結案較多
2022/91.01-19.6-2.8311.1911.524.034.58-
2022/81.25-29.1943.9310.1813.184.594.02-
2022/71.7713.1339.948.939.884.444.16-
2022/61.5741.88-29.067.164.343.684.77-
2022/51.19.17-45.525.5920.183.145.58-
2022/41.01-1.5189.654.4970.823.265.38驗收台數較多
2022/31.03-15.9759.083.4866.033.484.14驗收台數較多
2022/21.22-0.7971.012.4569.123.643.96驗收台數較多
2022/11.233.8667.281.2367.283.184.53驗收台數較多
2021/121.1854.9119.5612.5129.02.474.65-
2021/110.7645.64-4.7311.3230.072.334.95-
2021/100.53-49.36-49.5810.5633.612.434.73-
2021/91.0419.07-3.2210.0346.243.172.35-
2021/80.87-31.1576.638.9955.414.341.72本月驗收結案較多
2021/71.27-42.65127.78.1253.435.51.36本月驗收結案較多
2021/62.218.97150.296.8644.724.761.22本月驗收結案較多
2021/52.02280.0733.514.6520.63.21.81-
2021/40.53-17.3914.222.6312.231.893.07-
2021/30.64-9.67-36.642.0911.732.093.02-
2021/20.71-2.95401.051.4569.232.442.59本月及累計驗收結案較多
2021/10.74-25.763.020.743.022.532.5-
2020/120.9923.4259.069.6924.442.842.02本月驗收結案較多
2020/110.8-22.92-43.258.721.432.921.96-
2020/101.04-2.814184.97.937.342.612.2本月驗收結案較多
2020/91.07117.3524.736.8619.742.122.64-
2020/80.49-11.25-59.935.7918.861.932.9本月驗收結案較少
2020/70.56-36.96311.775.2945.522.951.89本月驗收結案較多
2020/60.88-41.87-14.554.7435.262.861.79-
2020/51.52225.17515.283.8656.063.01.71本月驗收結案較多
2020/40.47-54.18-27.632.345.21.633.16-
2020/31.02614.351429.171.8718.591.872.87本月驗收結案較多
2020/20.14-80.04-80.160.86-43.421.483.63本月驗收結案較少
2020/10.7114.62-10.240.71-10.240.0N/A-
2019/120.62-55.97-69.087.7924.280.0N/A本月驗收結案較少
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)244.354.18-45.222.5912.6113.1-10.0316.36-3.317.38-4.038.42-38.760.97-13.391.37-45.21.1-45.0
2022 (9)239.527.6341.042.30-55.9414.5616.3916.92-26.187.69-42.8313.7541.91.12-33.332.568.922.065.29
2021 (8)2116.675.4135.255.2230.512.5129.122.92-7.6213.45-1.259.6927.671.6827.271.4851.021.2163.51
2020 (7)180.04.00-22.484.0021.219.6924.3924.81-13.3113.62-7.727.59-36.81.3214.780.98-18.330.74-21.28
2019 (6)180.05.163.23.3043.487.7924.2428.62-12.5814.764.3812.01-16.771.1529.211.23.450.944.44
2018 (5)180.05.00102.432.309.06.27-8.4732.7441.0614.1442.2514.43119.970.8930.881.16107.140.9100.0
2017 (4)180.02.4761.442.111306.676.8542.4123.2116.349.94335.966.5615.70.68518.180.5660.00.4560.71
2016 (3)180.01.5300.1504.81-14.1119.954.672.2844.35.6700.1122.220.35218.180.280
2015 (2)1800.000-0.2205.6019.0601.580-1.9100.0900.110-0.040

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