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)190.011.762.30-5.74-33.722.377.24-11.577.1947.03-6.992.24-4.27-10.0435.09-1.18-3.7824.900.52-6.619.01-1.6-17.240.56-3.45-15.150.43-4.44-24.5623.85-8.9-17.9819.01-1.6-17.24-0.13-3.084.78
24Q2 (19)190.011.762.44-0.41-2.792.212.3110.54.8999.5914.792.344.04.035.513.1111.2824.774.9116.6219.32-4.074.890.589.4320.830.450.09.7626.182.7115.4819.32-4.074.89-1.90-2.35-5.12
24Q1 (18)1911.7611.762.45-4.340.02.16-12.5532.522.45-76.040.02.25-7.7914.2134.44-8.2811.123.61-6.0120.6420.1415.2237.570.53-13.1135.90.454.6555.1725.498.9838.0820.1415.2237.57-4.90-15.26-10.20
23Q4 (17)170.00.02.56-26.22-8.242.47-7.840.010.2132.08-6.842.44-2.011.2437.552.964.5425.12-5.784.7517.48-23.9-8.190.61-7.585.170.43-24.56-6.5223.39-19.57-1.4317.48-23.9-8.194.336.0213.08
23Q3 (16)170.00.03.4738.259.122.6834.034.07.7381.46-5.392.4910.6718.0136.4714.295.3126.6625.529.4422.9724.7-7.710.6637.529.410.5739.027.5529.0828.28-7.5722.9724.7-7.7112.4440.8428.35
23Q2 (15)170.00.02.5143.43-8.392.0022.7-2.444.26143.43-14.632.2514.216.1331.912.94-9.521.248.53-16.0118.4225.82-13.40.4823.08-11.110.4141.38-8.8922.6722.81-18.818.4225.82-13.4-2.033.07-5.65
23Q1 (14)170.00.01.75-37.28-22.221.63-34.01-2.981.75-84.03-22.221.97-18.26-17.9231.00-13.718.1419.57-18.3911.4514.64-23.11-5.550.39-32.76-7.140.29-36.96-21.6218.46-22.21-5.8214.64-23.11-5.55-2.02-24.77-5.25
22Q4 (13)170.00.02.79-12.26-34.512.4723.5-25.610.9634.1545.172.4114.22-48.0635.923.7332.423.98-1.5636.8719.04-23.525.680.5813.73-28.40.46-13.21-34.2923.73-24.5725.0919.04-23.525.686.881.9010.53
22Q3 (12)170.003.1816.0602.00-2.4408.1763.7302.11-0.47034.63-1.79024.36-3.68024.8917.0200.51-5.5600.5317.78031.4612.68024.8917.020-6.0718.929.79
22Q2 (11)170.002.7421.7802.0522.0204.99121.7802.12-11.67035.2634.38025.2944.02021.2737.2300.5428.5700.4521.62027.9242.45021.2737.230-29.98-12.70-13.69
22Q1 (10)170.002.25-47.1801.68-49.402.25-70.202.4-48.28026.24-3.28017.560.23015.502.3100.42-48.1500.37-47.14019.603.32015.502.310-24.14-23.59-24.70
21Q4 (9)17004.26003.32007.55004.640027.130017.520015.15000.81000.70018.970015.15000.000.000.00
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)
2024/100.62-21.29-36.297.45-3.072.17N/A-
2024/90.780.93-4.156.831.712.241.01-
2024/80.7813.35-7.426.052.522.191.03-
2024/70.68-7.04-18.465.274.162.261.0-
2024/60.74-12.16-10.294.598.662.340.95-
2024/50.849.5110.113.8513.232.350.95-
2024/40.762.0814.163.0214.132.231.0-
2024/30.754.86-4.842.2514.122.251.0-
2024/20.71-9.1365.871.526.732.290.99本月營收較去年同期增加,主要係客戶拉貨時間差異所致
2024/10.79-0.854.350.794.352.261.0-
2023/120.7916.657.499.161.220.0N/A-
2023/110.68-29.6711.378.360.670.0N/A-
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/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)170.010.20-6.598.797.069.161.3334.464.7423.393.1318.59-7.02.144.392.17-5.651.7-6.08
2022 (9)170.010.9245.218.2131.159.0411.632.9014.7922.6822.6619.9929.972.0536.672.347.441.8144.8
2021 (8)170.07.52100.536.2660.938.134.1128.663.818.4919.8315.3843.61.561.291.5692.591.25101.61
2020 (7)170.03.7503.8984.366.04-8.927.6117.4415.4361.410.7122.820.9347.620.818.00.6221.57
2019 (6)1700.0002.1106.63023.5109.5608.7200.6300.7500.510

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。