. 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)240.020.02.04-9.73-7.691.92-2.0412.286.5945.1515.822.4415.6425.7738.08-12.76-9.7826.61-16.84-12.3220.11-23.65-15.930.65-4.4110.170.49-9.268.8927.95-20.32-13.4420.11-23.65-15.935.35-5.312.53
24Q2 (19)240.020.02.26-0.8838.651.967.151.944.5499.1230.842.11-4.9536.1343.652.788.3932.009.2911.5826.343.2921.550.684.6251.110.540.063.6435.084.2216.4726.343.2921.55-8.070.00-1.59
24Q1 (18)2414.2920.02.280.8823.911.83-10.2922.02.28-70.9923.912.22-11.225.4242.4715.449.8329.2812.837.125.5033.0918.830.650.035.420.5414.8942.1133.6633.8417.6925.5033.0918.838.841.574.51
23Q4 (17)215.05.02.262.2613.572.0419.332.477.8638.14-15.672.528.8731.5836.79-12.84-2.5925.95-14.5-3.6419.16-19.9-11.050.6510.1727.450.474.4417.525.15-22.11-11.9119.16-19.9-11.0527.0218.9225.93
23Q3 (16)200.00.02.2135.5813.921.7132.5611.045.6963.98-20.861.9425.16-1.5242.214.8220.630.355.8228.4423.9210.3817.720.5931.1128.260.4536.3612.532.297.227.6323.9210.3817.726.3712.089.28
23Q2 (15)200.00.01.63-11.41-32.081.29-14.0-37.983.4788.59-36.451.55-12.43-32.3140.274.14-2.9428.684.9-1.8821.670.982.510.45-6.25-32.840.33-13.16-32.6530.125.314.0821.670.982.51-9.63-9.47-8.30
23Q1 (14)200.05.261.84-7.54-38.671.50-2.6-34.51.84-80.26-38.671.77-6.84-7.3338.672.38-18.9527.341.52-28.8921.46-0.37-30.680.48-5.88-34.250.38-5.0-34.4828.600.18-28.3721.46-0.37-30.68-5.20-2.48-1.30
22Q4 (13)200.05.261.992.58-59.961.540.0-60.319.3229.629.011.9-3.55-53.3237.777.91-14.0626.9313.97-18.2921.546.0-13.110.5110.87-61.940.40.0-57.8928.5512.85-14.5221.546.0-13.11-8.76-8.30-12.98
22Q3 (12)200.001.94-19.1701.54-25.9607.1931.6801.97-13.97035.00-15.64023.63-19.16020.32-3.8800.46-31.3400.4-18.37025.30-12.58020.32-3.8802.96-19.59-17.57
22Q2 (11)205.2602.40-20.002.08-9.1705.4682.002.2919.9041.49-13.04029.23-23.98021.14-31.7200.67-8.2200.49-15.52028.94-27.52021.14-31.720-16.59-29.82-25.07
22Q1 (10)190.003.00-39.6402.29-40.9803.00-64.9101.91-53.07047.718.56038.4516.66030.9624.8900.73-45.5200.58-38.95039.9319.55030.9624.890-26.54-19.82-20.49
21Q4 (9)19004.97003.88008.55004.070043.950032.960024.79001.34000.950033.400024.79000.000.000.00
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)
2024/100.820.72-4.687.5923.982.32N/A-
2024/90.8220.0122.366.7728.672.440.58-
2024/80.68-28.25-8.975.9629.592.270.62-
2024/70.9547.4678.555.2837.062.250.63因去年同期基期較低，113年景氣回溫，故本月及累計營收較去年增加。
2024/60.64-2.7140.234.3330.442.110.48-
2024/50.66-18.5419.923.6928.872.540.4-
2024/40.81-24.1349.073.0331.02.370.43-
2024/31.07115.5491.212.2225.442.220.39本月因應客戶訂單需求，電解設備與耗材之銷售額增加，再加上再生金屬服務產量提升，使本月營收較去年同期大幅增加。
2024/20.5-24.21-11.371.15-4.931.910.45-
2024/10.65-14.410.590.650.592.290.38-
2023/120.76-12.1534.57.76-3.90.0N/A-
2023/110.870.9536.856.99-6.80.0N/A-
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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)215.07.81-15.486.54-11.387.76-3.8439.27-3.0627.91-5.4221.38-8.482.17-8.822.23-9.721.63-12.37
2022 (9)205.269.2410.07.388.698.0712.5540.51-4.029.51-6.3523.36-2.342.385.312.478.811.8613.41
2021 (8)190.08.4031.256.7932.627.1723.4142.200.6231.519.5223.928.682.2635.332.2735.121.6432.26
2020 (7)1946.156.4005.1247.985.8137.0341.94-5.5828.776.5622.0111.841.6745.221.6846.091.2449.4
2019 (6)1300.0003.4604.24044.42027.00019.6801.1501.1500.830

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