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)1410.05.22-1.21-61.33-4.31-1.23-50.03.15-2.49-94.5311.784.51-0.04-13.3914.070.510.96-1.13-169.05-0.89-1.42-71.08-22.41-0.96-174.2912.73-1.71-62.86-10.32-1.09-289.29-23.86-1.42-71.08-22.41-6.21-50.11-43.34
24Q2 (19)1410.012.8-0.75-38.89-8.7-0.82-36.67-36.67-1.28-137.0422.4284.54-12.39-6.8514.008.74.24-0.42-250.056.25-0.83-167.74-31.75-0.35-191.6759.77-1.05-38.16-22.09-0.28-833.3371.13-0.83-167.74-31.75-16.8018.6117.31
24Q1 (18)1416.8212.8-0.5476.1143.75-0.6071.2943.93-0.5489.2243.7596.5-21.22-5.4212.8823.735.49-0.1294.082.86-0.3186.2860.76-0.1295.1283.1-0.7674.537.19-0.0398.5292.5-0.3186.2860.762.17-9.363.36
23Q4 (17)132-1.494.76-2.26-94.83-3866.67-2.09-64.57-903.85-5.01-77.66-1092.86122.525.55-7.4910.41-17.9-5.1-2.00-78.57-576.19-2.26-94.83-3328.57-2.46-123.64-539.29-2.98-92.26-3825.0-2.03-130.68-1066.67-2.26-94.83-3328.5716.52-81.47-88.12
23Q3 (16)1347.26.35-1.16-68.12-427.27-1.27-111.67-958.33-2.82-70.91-487.597.577.5-2.9712.68-5.58-4.52-1.12-16.67-311.32-1.16-84.13-582.35-1.1-26.44-307.55-1.55-80.23-474.07-0.889.28-300.0-1.16-84.13-582.35-1.78-20.00-33.87
23Q2 (15)1250.0-2.34-0.6928.13-6800.0-0.6043.9364.71-1.65-71.88-534.6290.76-11.05-18.8213.439.9915.08-0.96-37.14-28.0-0.6320.25-186.3-0.87-22.54-3.57-0.8628.93-4200.0-0.97-142.5-170.8-0.6320.25-186.3-17.00-835.93-233.81
23Q1 (14)125-0.79-2.34-0.96-1700.0-284.0-1.07-511.54-137.78-0.96-128.57-284.0102.03-22.95-12.8612.2111.3-0.25-0.70-266.67-7100.0-0.79-1228.57-203.85-0.71-226.79-7200.0-1.21-1612.5-278.12-0.40-290.48-242.86-0.79-1228.57-203.854.37-786.37-97.44
22Q4 (13)1260.07.690.06127.27103.920.26316.67116.88-0.4212.5-150.0132.4231.68-5.0510.97-17.392.330.42-20.75195.450.07141.18105.00.565.66191.80.08129.63104.490.21-52.27240.00.07141.18105.010.81-986.37204.81
22Q3 (12)126-1.568.62-0.22-2100.0-133.85-0.1292.94-142.86-0.48-84.62-120.25100.56-10.05-11.8713.2813.810.020.53170.67-1.85-0.17-123.29-126.150.53163.1-14.52-0.27-1250.0-136.00.44-67.88-48.84-0.17-123.29-126.15-7.29-1002.00-92.42
22Q2 (11)1280.010.34-0.0196.0-101.82-1.70-277.78-409.09-0.26-4.0-115.12111.8-4.52-4.7111.67-4.66-0.68-0.75-7600.0-189.290.73380.77108.57-0.84-8500.0-185.71-0.0293.75-103.171.37389.2990.280.73380.77108.57-10.2989.83-103.50
22Q1 (10)1289.49.4-0.2583.66-121.37-0.4570.78-162.5-0.25-129.76-121.37117.09-16.051.9112.2414.187.750.01102.27-99.19-0.2681.43-120.970.01101.64-99.3-0.3282.02-123.360.28286.67-81.94-0.2681.43-120.973.09-125.86-289.61
21Q4 (9)1170.860.0-1.53-335.38-712.0-1.54-650.0-527.780.84-64.56-61.11139.4722.2310.8310.72-11.18-0.37-0.44-181.48-181.48-1.40-315.38-1372.73-0.61-198.39-189.71-1.78-337.33-713.79-0.15-117.44-140.54-1.40-315.38-1372.739.75-158.60-349.55
21Q3 (8)1160.0-0.850.6518.1812.070.28-49.09-44.02.3737.7924.08114.1-2.7410.6412.072.726.060.54-35.7135.00.6585.7120.370.62-36.7351.220.7519.0510.290.8619.44132.430.6585.7120.37-0.32-17.41-36.35
21Q2 (7)116-0.85-0.850.55-52.9922.220.55-23.6183.331.7247.0129.32117.322.1113.9711.753.431.120.84-32.2637.70.35-71.77-25.530.98-30.9958.060.63-54.0118.870.72-53.551.410.35-71.77-25.53-3.29157.5038.20
21Q1 (6)1170.00.01.17368.032.950.72100.00.01.17-45.8332.95114.9-8.697.5811.365.58-4.621.24129.63-8.821.241027.2729.171.42108.82-2.071.37372.4133.011.55318.9213.141.241027.2729.176.67155.5536.00
20Q4 (5)1170.00.00.25-56.9-13.790.36-28.016.132.1613.0955.4125.8422.0210.3910.76-5.45-0.370.5435.020.00.11-79.63-52.170.6865.8530.770.29-57.35-14.710.370.02.780.11-79.63-52.17--0.00
20Q3 (4)1170.00.00.5828.890.00.5066.670.01.9143.610.0103.130.180.011.38-2.070.00.40-34.430.00.5414.890.00.41-33.870.00.6828.30.00.37-47.890.00.5414.890.0--0.00
20Q2 (3)1170.00.00.45-48.860.00.30-58.330.01.3351.140.0102.94-3.610.011.62-2.430.00.61-55.150.00.47-51.040.00.62-57.240.00.53-48.540.00.71-48.180.00.47-51.040.0--0.00
20Q1 (2)1170.00.00.88203.450.00.72132.260.00.88-36.690.0106.8-6.320.011.9110.280.01.36202.220.00.96317.390.01.45178.850.01.03202.940.01.37280.560.00.96317.390.0--0.00
19Q4 (1)1170.00.00.290.00.00.310.00.01.390.00.0114.00.00.010.800.00.00.450.00.00.230.00.00.520.00.00.340.00.00.360.00.00.230.00.0--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)
2024/1031.416.31-12.51296.96-8.9888.84N/A與去年同期差異數係會計科目調整(見113年6月6日重訊公告)
2024/929.545.91-14.48265.55-8.5484.510.17與去年同期差異數係會計科目調整(見113年6月6日重訊公告)
2024/827.893.03-15.07236.01-7.7484.350.17與去年同期差異數係會計科目調整(見113年6月6日重訊公告)
2024/727.07-7.87-10.3208.11-6.6684.130.17去年7月公告數(仟元)(調整前)單月3001478累積22178947(調整後)單月3018233累積22297266 (科目調整原因見113/6/6重訊公告)
2024/629.396.18-4.84181.04-6.0984.540.15去年6月公告數(仟元)(調整前)單月3069413累積19177469 (調整後)單月3088276累積19279033 (科目調整原因見113/6/6重訊公告)
2024/527.670.71-13.74151.66-6.3384.920.15去年5月公告數(調整前)單月 3190101 累積 16108056 (調整後) 單月 3208605 累積 16190757(科目調整原因見113年6月6日重訊公告) ,
2024/427.48-7.69-0.51123.98-4.0288.860.15-
2024/329.77-5.83-9.696.5-4.9796.50.13-
2024/231.62-9.96-4.3966.73-2.76104.250.12-
2024/135.12-6.39-1.2335.12-1.23121.250.11-
2023/1237.52-22.83-11.12410.7-10.91121.870.14與去年同期差異數係會計師調整數
2023/1148.6236.07-7.86373.18-10.89118.720.15-
2023/1035.733.94-3.4324.56-11.32102.770.17-
2023/934.375.20.61288.83-12.2297.060.14-
2023/832.678.85-0.79254.46-13.7193.460.14-
2023/730.01-2.47-9.22221.79-15.3392.690.14-
2023/630.78-3.52-20.28191.86-16.1890.30.12-
2023/531.915.49-18.36161.08-15.3492.450.12-
2023/427.62-16.12-19.02129.18-14.5693.620.12-
2023/332.93-0.41-11.89101.56-13.26101.560.17-
2023/233.07-6.99-10.6168.63-13.9111.20.16-
2023/135.56-16.48-16.7635.56-16.76130.90.13-
2022/1242.57-19.320.32461.36-5.09132.330.15-
2022/1152.7742.65-5.9418.79-5.61123.920.16-
2022/1036.998.27-10.39366.02-5.57104.090.19-
2022/934.163.72-4.0329.05-4.98100.160.18-
2022/832.93-0.39-15.04294.89-5.1104.610.17-
2022/733.06-14.35-16.81261.96-3.68110.750.16-
2022/638.61-1.2-9.93228.89-1.43111.80.15-
2022/539.0814.56-3.15190.280.48110.570.15-
2022/434.11-8.740.01151.21.47108.490.15-
2022/337.381.03-1.1117.091.9117.090.13-
2022/237.0-13.394.0579.713.38122.150.12-
2022/142.720.662.842.722.8141.230.1-
2021/1242.44-24.331.73486.1310.81139.80.13-
2021/1156.0835.846.56443.6911.76132.950.13-
2021/1041.2816.031.05387.6112.56115.640.15-
2021/935.59-8.1918.55346.3310.69114.10.11-
2021/838.77-2.470.34310.749.86121.380.1-
2021/739.75-7.2715.28271.9811.36122.970.1-
2021/642.876.2219.52232.2310.72117.320.1-
2021/540.3518.3113.11189.368.91112.250.11-
2021/434.11-9.768.61149.017.82107.460.11-
2021/337.86.36.79114.97.59114.90.12-
2021/235.55-14.430.9877.117.98118.820.11-
2021/141.55-0.3814.841.5514.8135.890.1-
2020/1241.71-20.7313.66438.712.82125.840.14-
2020/1152.6367.0712.19396.9912.73114.150.16-
2020/1031.54.933.64344.3612.81100.150.18-
2020/930.02-22.29-0.65312.8613.83103.130.13-
2020/838.6312.0414.68282.8415.62108.970.12-
2020/734.48-3.8612.5244.2115.77106.020.13-
2020/635.860.5320.76209.7316.32102.940.11-
2020/535.6713.6117.23173.8715.45102.460.11-
2020/431.4-11.2711.56138.1915.0102.00.11-
2020/335.390.5118.0106.816.05106.80.1-
2020/235.21-2.7226.9771.415.11108.10.1-
2020/136.19-1.375.5236.195.52119.80.09-
2019/1236.7-21.7613.66388.8412.390.0N/A-
2019/1146.9154.349.77352.1412.260.0N/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)1324.76-5.010-6.550410.72-10.9111.60-1.69-1.770-1.290-7.280-4.640-6.60
2022 (9)1267.69-0.420-2.620461.0-5.111.803.15-0.1300.09-30.77-0.602.57-24.19-0.530
2021 (8)1170.00.80-58.550.000485.7910.7311.440.530.50-30.560.13-74.02.41-23.733.3911.510.97-61.66
2020 (7)1170.01.9338.851.8827.03438.712.8211.38-3.560.721.410.5038.893.1613.673.0431.032.5356.17
2019 (6)1170.01.3901.480388.8412.411.80-5.070.7100.3602.7802.3201.620
2018 (5)1170.0-8.490-7.250345.9417.6112.43-17.63-4.990-5.110-17.270-17.00-9.950
2017 (4)1176.360.31-95.520.34-93.66294.1514.2615.09-11.86-0.710-1.330-2.10-2.2200.36-95.3
2016 (3)11017.026.92-15.825.361.13257.4312.5117.12-0.414.10-10.873.20-14.2110.560.4810.66-1.487.66-1.54
2015 (2)948.058.225.385.3017.52228.815.0617.19-1.264.601.13.73-2.6110.5116.1310.8214.147.7814.58
2014 (1)876.17.8027.044.5131.87198.8521.9317.4104.5503.8309.0536.39.4837.596.7933.93

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