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)670.09.841.23-11.51-16.330.914.6-8.083.8746.5947.715.6413.714.8343.66-2.331.1614.98-2.54-0.4714.71-22.46-11.550.8410.533.70.83-11.7-6.7418.91-16.7-2.3714.71-22.46-11.555.48-0.16-3.76
24Q2 (19)670.09.841.3911.2172.550.87-12.12163.642.64111.2129.574.96-2.7527.1844.70-2.152.5215.37-7.1999.8718.9714.76138.920.76-9.52153.330.9411.9203.2322.7012.99129.9918.9714.76138.92-12.45-18.47-32.38
24Q1 (18)679.849.841.25-48.1395.310.99-52.6383.331.25-75.195.315.1-22.1424.6945.68-4.0514.7716.56-32.1630.8116.53-26.674.740.84-47.561.540.84-43.24115.3820.09-21.3750.9416.53-26.674.74-0.207.9129.24
23Q4 (17)610.08.932.4163.9514.222.09111.1138.415.0291.6-11.316.5521.753.9747.6110.31-4.2624.4162.1928.6822.5235.4220.111.697.5333.331.4866.2925.4225.5531.9118.2922.5235.4220.1129.85126.09155.56
23Q3 (16)610.08.931.47188.24-43.680.99200.0-41.762.62127.83-26.615.3837.956.3243.16-1.01-9.5215.0595.71-44.0716.63109.45-42.180.81170.0-40.440.89187.1-38.6219.3796.25-41.5216.63109.45-42.1816.6583.9780.56
23Q2 (15)610.010.910.51-20.31-47.420.33-38.89-2.941.1579.6918.563.9-4.65-42.6543.609.551.77.69-39.2659.547.94-16.071.40.3-42.31-9.090.31-20.51-41.519.87-25.856.77.94-16.071.4-19.86-44.99-51.56
23Q1 (14)618.9300.64-69.6700.54-64.2400.64-88.6904.09-35.08039.80-19.97012.66-33.2609.46-49.5500.52-56.6700.39-66.95013.31-38.3809.46-49.550-5.28-44.41-37.71
22Q4 (13)560.016.672.11-19.1619.211.51-11.18251.165.6658.5453.86.324.51-20.6549.734.2620.2118.97-29.51109.8518.75-34.8135.381.2-11.7666.671.18-18.6238.8221.60-34.7833.9118.75-34.8135.38-0.5474.95194.41
22Q3 (12)561.8202.61169.0701.70400.003.57268.0405.06-25.59047.7011.27026.91458.3028.76267.3101.36312.1201.45173.58033.12258.05028.76267.310-12.7984.53200.00
22Q2 (11)55083.330.970-68.30.340-76.550.970-68.36.80-21.1142.87010.64.820-65.077.830-41.170.330-72.270.530-42.399.250-29.767.830-41.17-50.00-50.00-50.00
22Q1 (10)0-100.000.00-100.000.00-100.000.00-100.000-100.000.00-100.000.00-100.000.00-100.000-100.000-100.000.00-100.000.00-100.00-50.00-50.00-50.00
21Q4 (9)48001.77000.43003.68007.940041.37009.040013.85000.72000.850016.130013.8500-50.00-50.00-50.00
21Q3 (8)0-100.000.00-100.000.00-100.000.00-100.000-100.000.00-100.000.00-100.000.00-100.000-100.000-100.000.00-100.000.00-100.00-50.00-50.00-50.00
21Q2 (7)30003.06001.45003.06008.620038.760013.800013.31001.19000.920013.170013.31000.000.000.00
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)
2024/111.233.09-67.8218.120.083.89N/A銷售產品組合差異所致
2024/101.2-17.7433.7816.8918.335.76N/A
2024/91.46-53.22-59.2215.6917.35.642.43銷售產品組合差異所致
2024/83.11190.95259.0914.2345.146.712.04銷售產品組合差異所致
2024/71.07-57.7113.4811.1224.414.812.85
2024/62.53109.17162.510.0525.694.962.61銷售產品組合差異所致
2024/51.21-0.6714.727.526.965.552.33
2024/41.22-61.0-35.486.315.595.242.47
2024/33.12246.79216.395.124.535.12.31銷售產品組合差異所致
2024/20.9-16.31-6.841.98-36.43.83.1
2024/11.08-40.91-49.741.08-49.746.731.75銷售產品組合差異所致
2023/121.82-52.54-41.7819.939.750.0N/A
2023/113.84328.69156.3718.1120.480.0N/A銷售產品組合差異所致
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)618.935.01-11.173.9610.9219.939.8144.02-5.5416.191.9515.39-11.813.2312.153.65-0.273.07-3.15
2022 (9)5616.675.6453.263.5789.8918.159.646.6016.4715.8837.8517.4528.592.8850.793.6651.243.1779.1
2021 (8)48166.673.6801.88016.5665.7740.012.3811.521224.1413.57119.221.912022.222.42214.291.771866.67
2020 (7)1800.000-0.8809.99039.0800.8706.1900.0900.7700.090

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。