. 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(%)
24Q4 (20)82-4.659.33-0.323.03-171.11-0.50-11.11-184.75-0.82-60.78-123.844.827.11-45.3525.1139.899.75-9.4427.1-247.04-5.3615.86-240.31-0.4620.69-180.7-0.2610.34-176.47-6.2444.24-228.4-5.3615.86-240.31-7.1815.654.97
24Q3 (19)866.1714.67-0.3328.26-116.92-0.4521.05-127.61-0.51-218.75-117.064.5-21.47-64.1417.95-16.2-25.77-12.95-53.98-197.22-6.372.45-154.58-0.58-20.83-134.73-0.2921.62-119.73-11.19-66.02-178.03-6.372.45-154.58-5.32-105.56-446.62
24Q2 (18)818.08.0-0.46-239.39-162.16-0.57-914.29-200.0-0.16-148.48-115.385.7310.83-32.1921.42-21.088.57-8.41-531.28-213.04-6.53-236.33-199.54-0.48-580.0-176.19-0.37-248.0-167.27-6.74-219.08-180.91-6.53-236.33-199.54-15.28-133.03-501.21
24Q1 (17)750.00.00.33-26.6710.00.07-88.14-75.00.33-90.4110.05.17-41.38-30.1427.1418.6263.31.95-69.63-46.434.7925.3959.670.1-82.46-62.960.25-26.4713.645.6616.4659.444.7925.3959.67-35.55-51.80-75.97
23Q4 (16)750.013.640.45-76.92-45.780.59-63.80.03.4415.059.98.82-29.72-15.622.88-5.3839.346.42-51.8211.653.82-67.27-27.380.57-65.87171.430.34-76.87-38.184.86-66.1178.023.82-67.27-27.389.4043.2961.08
23Q3 (15)750.00.01.95163.51747.831.63185.96503.72.99187.547.2912.5548.5281.124.1822.5533.4413.3279.03184.6211.6777.9368.671.67165.08421.881.47167.27764.7114.3472.15255.8311.6777.9368.6731.36155.09144.76
23Q2 (14)750.025.00.74146.67-67.110.57103.57-59.291.04246.67-53.788.4514.19-46.4219.7318.71-0.87.44104.4-15.656.56118.67-23.360.63133.33-54.680.55150.0-59.268.33134.65-17.26.56118.67-23.36-7.5041.4025.51
23Q1 (13)7513.6400.30-63.8600.28-52.5400.30-90.4207.4-29.19016.621.2203.6476.703.00-42.9700.2728.5700.22-60.003.5530.0403.00-42.97010.8098.5032.99
22Q4 (12)66-12.000.83260.8700.59118.5203.1354.19010.4550.79016.42-9.3802.06-55.9805.26111.2400.21-34.3800.55223.5302.73-32.2605.26111.240-2.6485.5518.91
22Q3 (11)7525.000.23-89.7800.27-80.7102.03-9.7806.93-56.06018.12-8.904.68-46.9402.49-70.9100.32-76.9800.17-87.4104.03-59.9402.49-70.910-28.03-44.89-40.35
22Q2 (10)60002.25001.40002.250015.770019.89008.82008.56001.39001.350010.06008.56000.000.000.00
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)
2025/21.84-14.7458.833.9924.635.35N/A客戶需求增加
2025/12.1558.245.32.155.35.63N/A-
2024/121.36-35.67-38.9720.21-45.684.831.48-
2024/112.1256.23-20.0818.85-46.14.581.56-
2024/101.3522.51-66.0516.74-48.234.961.44本月較去年同期減少，係因客戶需求遞延
2024/91.11-55.84-73.3515.38-45.734.491.57本月較去年同期減少，係因客戶需求遞延
2024/82.5184.44-46.2514.28-40.995.491.28-
2024/70.88-58.21-76.6111.77-39.734.541.55本月較去年同期減少，主要因客戶需求減少及颱風造成海運塞港，部分營收推遲至8月所致
2024/62.1135.58-49.9710.89-30.935.731.24-
2024/51.55-24.81-31.228.79-23.990.0N/A-
2024/42.075.264.097.23-22.240.0N/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
2024 (10)829.33-0.820-1.45020.21-45.6922.997.63-7.020-3.320-1.420-0.90-0.670
2023 (9)7513.643.449.93.0735.8437.2112.2521.3615.98.4344.856.9310.883.1462.693.1948.372.5824.64
2022 (8)6657.143.134.682.2677.9533.153.1718.4335.425.8278.536.2560.261.9383.812.1570.632.0765.6
2021 (7)422.442.9901.27032.1398.713.617.763.2603.9001.0501.2601.250
2020 (6)410.0-2.400-1.39016.17-1.9412.63-33.21-6.910-6.090-1.120-0.960-0.990
2019 (5)4100.0000.11016.49018.9100.5100.3500.0800.0600.060

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