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(%)
24Q4 (20)440.04.760.3939.29-42.650.2768.75-64.02.1322.41545.450.69-1.43-39.4745.333.12-34.0313.1733.71-63.1125.0744.16-0.40.0928.57-78.050.1741.67-41.3820.5423.51-36.0925.0744.16-0.4-16.40-12.86-3.12
24Q3 (19)440.04.760.28-65.0211.110.16-75.0169.571.7419.18597.140.7-31.3755.5643.96-27.11-15.99.85-70.93155.6217.39-49.68102.210.07-80.0187.50.12-65.71200.016.63-59.5935.0917.39-49.68102.21-23.19-24.53-9.45
24Q2 (18)444.7610.00.8015.94766.670.6456.1557.141.46111.59410.641.02-15.0137.2160.310.034.1433.8846.41374.5534.5642.99409.120.3525.0800.00.3520.69800.041.1527.72489.6834.5642.99409.12-4.878.715.39
24Q1 (17)420.05.00.691.47302.940.41-45.33220.590.69109.09302.941.25.26242.8660.29-12.2540.3423.14-35.18149.8824.17-3.97162.150.28-31.71275.00.290.0307.1432.220.25174.1224.17-3.97162.1579.30328.51190.38
23Q4 (16)420.07.690.68655.56395.650.75426.09635.710.33194.29-88.091.14153.3380.9568.7131.4539.8535.70301.58721.9525.17192.67274.550.41612.51125.00.29625.0422.2232.14161.09404.6425.17192.67274.5578.99415.28180.90
23Q3 (15)425.05.00.09175.0-86.96-0.23-64.29-192.0-0.3525.53-111.550.454.65-56.3152.27-9.74-18.89-17.71-43.52-187.768.60176.92-67.68-0.08-60.0-138.10.04180.0-85.7112.31216.57-66.618.60176.92-67.6813.75119.85-2.74
23Q2 (14)400.00.0-0.1264.71-111.32-0.1458.82-118.67-0.47-38.24-119.920.4322.86-69.9357.9134.8-16.95-12.3473.4-137.6-11.1871.25-137.96-0.0568.75-110.64-0.0564.29-111.9-10.5675.71-127.04-11.1871.25-137.96-10.798.44-42.02
23Q1 (13)402.5614.29-0.34-47.83-125.76-0.34-142.86-139.53-0.34-112.27-125.760.35-44.44-71.7742.96-12.56-39.18-46.39-708.19-216.12-38.89-169.69-203.9-0.16-300.0-132.0-0.14-55.56-129.79-43.47-312.04-191.69-38.89-169.69-203.9-41.63-90.58-149.43
22Q4 (12)39-2.511.43-0.23-133.33-125.27-0.14-156.0-120.02.77-8.58-37.050.63-38.83-37.6249.13-23.76-27.45-5.74-128.44-114.74-14.42-154.19-145.6-0.04-119.05-110.26-0.09-132.14-128.12-10.55-128.61-126.47-14.42-154.19-145.6-33.40-84.12-111.34
22Q3 (11)400.014.290.69-34.91-33.650.25-66.67-69.513.0328.39-13.181.03-27.97-5.564.44-7.59-16.6420.18-38.51-52.5726.61-9.64-20.760.21-55.32-54.350.28-33.33-24.3236.87-5.58-14.9926.61-9.64-20.76-6.32-27.30-39.73
22Q2 (10)4014.2914.291.06-19.7-22.060.75-12.79-36.442.3678.79-3.671.4315.327.5269.73-1.29-5.9732.82-17.85-32.0529.45-21.32-18.470.47-6.0-26.560.42-10.64-12.539.05-17.63-14.3129.45-21.32-18.4719.0512.675.04
22Q1 (9)350.00.01.3245.0521.10.8622.8611.691.32-70.021.11.2422.7712.7370.644.316.7439.952.622.5937.4318.377.710.528.2116.280.4746.8823.6847.4118.9410.2837.4318.377.717.7116.274.11
21Q4 (8)350.00.00.91-12.568.520.70-14.6370.734.4026.0730.561.01-7.3442.2567.72-12.390.4938.93-8.5118.3631.62-5.8417.850.39-15.2269.570.32-13.5168.4239.86-8.0917.3431.62-5.8417.85-12.70-18.02-22.57
21Q3 (7)350.00.01.04-23.53-19.380.82-30.51-23.363.4942.4523.321.09-18.05-8.477.304.230.9142.55-11.9-14.7133.58-7.03-11.820.46-28.12-22.030.37-22.92-17.7843.37-4.83-10.833.58-7.03-11.821.430.6211.37
21Q2 (6)350.09.381.3624.77-20.01.1853.25-4.072.45124.7744.121.3320.91-11.3374.1612.06-6.4648.3024.044.9136.123.94-0.170.6448.84-7.250.4826.32-11.1145.576.0-1.4336.123.94-0.1737.9263.3170.53
21Q1 (5)350.001.09101.8500.7787.801.09-67.6601.154.93066.18-1.8038.9418.39034.7529.5200.4386.9600.38100.0042.9926.55034.7529.520--0.00
20Q4 (4)350.00.00.54-58.140.00.41-61.680.03.3719.080.00.71-40.340.067.39-12.020.032.89-34.070.026.83-29.540.00.23-61.020.00.19-57.780.033.97-30.130.026.83-29.540.0--0.00
20Q3 (3)359.380.01.29-24.120.01.07-13.010.02.8366.470.01.19-20.670.076.60-3.380.049.898.360.038.085.250.00.59-14.490.00.45-16.670.048.625.170.038.085.250.0--0.00
20Q2 (2)3200.01.7000.01.2300.01.7000.01.500.079.2800.046.0400.036.1800.00.6900.00.5400.046.2300.036.1800.0--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)
2025/20.21-35.15-39.70.53-30.20.78N/A-
2025/10.3230.96-22.260.32-22.260.81N/A-
2024/120.252.59-39.163.6151.750.692.83本年訂單需求增加
2024/110.2417.96-37.623.3670.480.662.97本年訂單需求增加
2024/100.2-5.28-40.963.1296.80.633.1本月訂單需求增加
2024/90.221.623.032.92135.210.73.05本月訂單需求增加
2024/80.21-21.01107.532.7162.030.752.82本月訂單需求增加
2024/70.27-0.7390.942.49168.030.852.48本月訂單需求增加
2024/60.27-14.1438.042.22181.791.022.22本月訂單需求增加
2024/50.32-27.53132.121.95229.371.191.91本月訂單需求增加
2024/40.43-0.28322.941.63258.31.221.85本月訂單需求增加
2024/30.4425.29406.61.2239.51.22.01本月訂單需求增加
2024/20.35-16.39126.130.76185.731.172.06本月訂單需求增加
2024/10.422.48266.470.42266.471.211.99本月訂單需求增加
2023/120.415.19185.742.38-45.151.142.12本月訂單需求增加
2023/110.3911.65113.421.97-52.980.942.56本年訂單需求減少
2023/100.3565.2914.331.59-60.480.663.67訂單需求減少
2023/90.21104.68-44.031.24-66.580.455.35訂單需求減少
2023/80.1-27.32-69.941.03-69.10.445.52訂單需求減少
2023/70.14-28.23-56.20.93-69.010.475.12訂單需求減少
2023/60.244.36-49.30.79-70.540.435.52訂單需求減少
2023/50.1432.04-72.550.59-74.130.327.39訂單需求減少
2023/40.119.43-81.310.46-74.570.347.0訂單需求減少
2023/30.09-44.06-85.80.35-71.590.356.76訂單需求減少
2023/20.1535.48-49.110.27-58.080.415.84訂單需求減少
2023/10.11-20.08-66.160.11-66.160.445.47訂單需求減少
2022/120.14-21.42-53.284.34-4.440.633.69訂單需求減少
2022/110.18-40.18-43.584.19-0.930.862.7-
2022/100.3-19.09-22.134.012.561.022.27-
2022/90.379.93-7.483.715.281.032.31-
2022/80.345.87-6.623.346.931.052.28-
2022/70.32-16.91-0.953.08.721.21.99-
2022/60.39-21.8323.12.6810.011.431.61-
2022/50.49-10.12-3.12.298.071.651.4-
2022/40.55-9.258.911.7911.631.461.58-
2022/30.61100.4931.681.2412.871.241.69-
2022/20.3-9.914.950.64-0.60.942.23-
2022/10.3410.34-5.140.34-5.140.962.19-
2021/120.3-5.1214.474.5433.321.011.69-
2021/110.32-17.4456.874.2334.921.111.54本月增減百分比達50%以上,主係客戶需求增加所致。
2021/100.39-3.8662.813.9133.391.161.48本月增減百分比達50%以上,主係客戶需求增加所致。
2021/90.410.9611.583.5230.781.091.2-
2021/80.3612.29-2.533.1233.761.01.31-
2021/70.323.26-29.062.7640.691.151.14-
2021/60.31-38.47-18.212.4361.911.330.77本年累計增減百分比達50%以上,主係客戶需求增加所致。
2021/50.511.0338.532.1289.431.480.69客戶需求增加
2021/40.519.71180.21.61114.441.250.81客戶需求增加
2021/30.4659.876.071.193.621.10.72客戶需求增加
2021/20.29-18.57152.170.64108.530.910.87客戶需求增加
2021/10.3533.1682.780.3582.780.820.96客戶需求增加
2020/120.2730.01-27.273.455.970.710.93客戶需求增加
2020/110.2-14.31-46.243.1472.720.80.82客戶需求增加
2020/100.24-34.118.772.93104.210.970.68客戶需求增加
2020/90.36-3.08374.542.69121.41.190.54客戶需求增加
2020/80.37-18.2734.322.33104.471.210.53客戶需求增加
2020/70.4619.0669.191.96127.091.210.53客戶需求增加
2020/60.384.2259.61.5153.490.930.77客戶需求增加
2020/50.37104.35239.491.12130.160.810.89客戶需求增加
2020/40.18-31.05131.50.7598.710.0N/A客戶需求增加
2020/30.26128.86220.910.5790.190.0N/A客戶需求增加
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
2024 (10)444.762.12542.421.502042.863.6151.6854.28-9.2221.70374.8425.97343.170.78609.091.06381.820.94571.43
2023 (9)427.690.33-87.960.07-95.882.38-45.1659.79-9.084.57-82.625.86-76.30.11-90.350.22-84.930.14-86.92
2022 (8)3911.432.74-37.161.70-50.724.34-4.4165.76-8.0826.29-38.2124.73-27.631.14-40.931.46-25.511.07-30.97
2021 (7)350.04.3630.933.4527.784.5433.5371.54-5.7142.55-4.734.17-2.091.9326.971.9629.81.5530.25
2020 (6)359.383.3357.082.7098.533.455.9675.87-2.9244.6522.9734.9011.361.5292.411.5173.561.1975.0
2019 (5)3214.292.1253.621.3681.332.1826.0178.155.2536.3145.1831.3433.360.7983.720.8770.590.6865.85
2018 (4)2847.371.38-50.540.75-50.01.73-21.3674.25-5.1725.01-30.3523.50-7.920.43-45.570.51-26.090.41-26.79
2017 (3)190.02.7901.50341.182.274.678.305.6835.91120.7125.52143.740.79276.190.69283.330.56330.77
2016 (2)1900.0000.3401.26074.09016.27010.4700.2100.1800.130

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