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)300.00.0-0.40-344.44-281.82-0.23-666.67-176.67-0.33-571.43-184.6213.218.19-4.2112.63-3.954.38-0.39-202.63-124.68-0.36-220.0-138.3-0.05-200.0-122.73-0.12-300.0-271.43-0.79-443.48-156.43-0.36-220.0-138.39.95-250.34-392.16
24Q2 (19)300.00.0-0.09-156.25-136.0-0.03-117.65-110.00.07-56.25-56.2512.2111.715.2613.154.033.790.38-68.6-76.690.30-63.86-69.070.05-61.54-73.68-0.03-160.0-142.860.23-80.51-84.140.30-63.86-69.07-4.71-105.91-96.68
24Q1 (18)300.00.00.16-55.56277.780.17-75.7100.16-78.38277.7810.93-21.1410.6312.64-1.40.241.21-59.4290.320.83-49.08588.240.13-68.29333.330.05-54.55266.671.18-46.855800.00.83-49.08588.24-10.314.0428.81
23Q4 (17)300.00.00.3663.64800.00.70133.3389.190.7489.74-44.7813.860.5118.4612.825.95-5.462.9888.6122.131.6373.456.730.4186.3641.380.1157.141000.02.2258.5742.311.6373.456.739.7025.8266.67
23Q3 (16)300.00.00.22-12.0-50.00.300.050.00.39143.75-70.2313.7918.8812.312.10-4.51.091.58-3.073.270.94-3.09-37.330.2215.7915.790.070.0-46.151.40-3.45-32.370.94-3.09-37.3318.14182.890.00
23Q2 (15)300.00.00.25377.78-53.70.300-52.380.16277.78-81.411.617.41-20.2712.670.481.121.63425.81-48.420.97670.59-54.670.19533.33-58.70.07333.33-56.251.457150.0-51.180.97670.59-54.670.9226.39-50.00
23Q1 (14)300.00.0-0.09-325.0-128.120.00-100.0-100.0-0.09-106.72-128.129.88-15.56-26.112.61-7.014.910.31-87.3-89.24-0.17-116.35-109.550.03-89.66-92.31-0.03-400.0-130.00.02-98.72-99.24-0.17-116.35-109.55-10.14-207.95-7.50
22Q4 (13)300.00.00.04-90.91-93.10.3785.0-38.331.342.2920.7211.7-4.72-20.0313.5613.2811.72.4459.48-24.461.04-30.67-60.150.2952.63-38.30.01-92.31-94.121.56-24.64-50.631.04-30.67-60.15-10.16-54.718.38
22Q3 (12)300.00.00.44-18.521566.670.20-68.25-25.931.3152.33142.5912.28-15.60.3311.97-4.470.01.53-51.58-20.311.50-29.9161.290.19-58.7-20.830.13-18.751400.02.07-30.369.671.50-29.9161.29-3.3825.12-10.87
22Q2 (11)300.00.00.5468.75500.00.6346.5110.530.86168.7550.8814.558.83-15.812.534.2416.133.169.727.482.1420.2264.620.4617.95-9.80.1660.0433.332.9712.9338.142.1420.2264.620.1111.969.09
22Q1 (10)300.00.00.32-44.83-33.330.43-28.3330.30.32-71.17-33.3313.37-8.61-11.2812.02-0.99-0.832.88-10.84-0.691.78-31.8-28.230.39-17.02-11.360.1-41.18-28.572.63-16.77-17.811.78-31.8-28.235.46994.2546.95
21Q4 (9)300.00.00.582033.33-35.560.60122.22-48.721.11105.56-54.3214.6319.53-29.2212.141.42-0.253.2368.23-18.642.61180.65-2.970.4795.83-42.680.171800.0-37.043.16159.02-11.732.61180.65-2.97-4.82950.0034.80
21Q3 (8)300.00.0-0.03-133.33-101.320.27-52.63-89.20.54-5.26-64.7112.24-29.17-42.4511.9710.94-16.061.92-34.69-71.560.93-28.46-80.130.24-52.94-83.33-0.01-133.33-101.491.22-43.26-80.850.93-28.46-80.13-7.26-107.2910.05
21Q2 (7)300.00.00.09-81.25112.00.5772.73232.560.5718.75179.1717.2814.6678.5110.79-10.97-25.172.941.383040.01.30-47.58222.640.5115.915200.00.03-78.57113.642.15-32.81310.781.30-47.58222.64-6.21-63.960.47
21Q1 (6)300.00.00.48-46.672300.00.33-71.79153.850.48-80.252300.015.07-27.0919.9812.12-0.41-7.762.90-26.95205.262.48-7.81259.420.44-46.34266.670.14-48.151300.03.20-10.61363.772.48-7.81259.42-14.96-53.51-62.50
20Q4 (5)300.00.00.90-60.35-15.091.17-53.2-31.182.4358.82-64.6820.67-2.8212.4612.17-14.66-21.793.97-41.193.662.69-42.529.80.82-43.0617.140.27-59.7-15.623.58-43.828.322.69-42.529.8--0.00
20Q3 (4)300.00.02.27402.670.02.50681.40.01.53312.50.021.27119.730.014.26-1.110.06.756850.00.04.68541.510.01.4414500.00.00.67404.550.06.37724.510.04.68541.510.0--0.00
20Q2 (3)300.00.0-0.75-3850.00.0-0.43-430.770.0-0.72-3700.00.09.68-22.930.014.429.740.0-0.10-110.530.0-1.06-253.620.0-0.01-108.330.0-0.22-2300.00.0-1.02-247.830.0-1.06-253.620.0--0.00
20Q1 (2)300.00.00.02-98.110.00.13-92.350.00.02-99.710.012.56-31.660.013.14-15.550.00.95-75.20.00.69-71.840.00.12-82.860.00.01-96.880.00.69-75.270.00.69-71.840.0--0.00
19Q4 (1)300.00.01.060.00.01.700.00.06.880.00.018.380.00.015.560.00.03.830.00.02.450.00.00.70.00.00.320.00.02.790.00.02.450.00.0--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)
2024/104.770.54-0.2941.072.5214.15N/A-
2024/94.752.613.6336.32.9113.160.0-
2024/84.6322.09-0.7331.552.811.90.0-
2024/73.798.66-16.6526.923.4411.260.0-
2024/63.49-12.35-11.1923.137.6912.230.0-
2024/53.98-16.385.0619.6511.9212.550.0-
2024/44.7624.7922.5815.6713.811.540.0-
2024/33.8128.29-10.3310.9110.3510.910.0-
2024/22.97-27.89-0.717.0925.9811.690.0-
2024/14.12-10.3356.284.1256.2813.260.0因去年1月包含農曆過年連假,工作日較少
2023/124.61.3511.7649.14-5.3113.920.0-
2023/114.54-5.2529.4844.54-6.7813.870.0-
2023/104.795.3717.1140.01-9.6513.990.0-
2023/94.54-2.5224.7835.22-12.3813.750.02-
2023/84.662.519.0530.67-16.0813.10.02-
2023/74.5516.864.2426.01-19.4112.230.02-
2023/63.892.74-20.4121.47-23.111.560.06-
2023/53.79-2.44-20.2817.57-23.6711.940.05-
2023/43.88-9.17-20.9413.79-24.5611.150.06-
2023/34.2742.77-17.659.91-25.899.910.04-
2023/22.9913.48-6.095.63-31.129.630.04-
2023/12.64-33.95-47.112.64-47.1110.130.04-
2022/123.9914.01-23.9551.64-12.7911.590.05-
2022/113.5-14.3-33.4747.65-11.711.260.05-
2022/104.0911.39-0.5844.14-9.3512.030.05-
2022/93.67-14.14-0.3540.06-10.1512.310.06-
2022/84.27-2.023.7836.39-11.0413.490.06-
2022/74.36-10.08-14.4532.11-14.2513.960.06-
2022/64.852.11-4.8727.75-14.2214.510.11-
2022/54.75-3.25-21.4422.9-15.9714.720.11-
2022/44.91-3.01-19.8918.15-14.413.160.12-
2022/35.0658.81-23.8413.24-12.1813.240.14-
2022/23.19-36.08-9.128.18-2.9713.440.14-
2022/14.99-5.21.414.991.4115.510.12-
2021/125.26-0.07-6.9159.14-7.8614.640.11-
2021/115.2728.05-28.5153.88-7.9613.050.12-
2021/104.1112.1-46.2548.61-5.011.230.14-
2021/93.676.22-44.3944.52.2512.220.07-
2021/83.45-32.27-53.3840.8310.5813.620.06去年同期供應鏈恢復生產,客戶亦因解封訂單大增,銷貨金額大增;本期東南亞供應鏈因配合政策停產致出貨遞延,使銷貨金額減少。
2021/75.10.55-29.8537.3826.6316.220.05-
2021/65.07-16.150.6232.2845.0917.250.05-
2021/56.05-1.34110.2927.2158.1118.780.05去年營收受新冠疫情影響而降低
2021/46.13-7.21246.4121.1647.6416.240.06去年營收受新冠疫情影響而降低
2021/36.6188.320.4615.0319.6515.020.06-
2021/23.51-28.4749.58.4319.0214.270.07-
2021/14.91-16.183.634.913.6318.120.05-
2020/125.85-20.55-10.6764.38-11.4620.870.02-
2020/117.37-3.7122.4158.53-11.5421.610.02-
2020/107.6516.0231.6151.17-14.9421.650.02-
2020/96.59-10.9911.3243.52-19.9221.270.01-
2020/87.411.9122.0136.92-23.7419.720.01-
2020/77.2744.129.6429.51-30.315.190.02-
2020/65.0475.38-28.1522.24-37.729.690.0-
2020/52.8862.51-59.217.2-40.0610.120.0受新型冠狀病毒疫情影響,致本期營業收入淨額較去年同期大幅減少。
2020/41.77-67.69-71.1614.33-33.829.590.0受新型冠狀病毒疫情影響,致本期營業收入淨額較去年同期大幅減少。
2020/35.48133.4-1.9112.56-19.0512.560.0-
2020/22.35-50.42-18.187.08-28.6913.630.0-
2020/14.73-27.77-32.964.73-32.9617.30.0-
2019/126.558.9-6.1972.73-8.850.0N/A-
2019/116.023.52-15.9366.17-9.10.0N/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)300.00.74-42.641.33-20.3649.13-5.3412.540.321.73-31.890.92-44.240.85-35.610.67-45.080.22-45.0
2022 (9)300.01.2918.351.67-3.4751.9-12.3612.506.752.54-8.961.65-10.331.32-20.01.22-17.010.421.21
2021 (8)300.01.09-51.771.73-48.0559.22-7.7411.71-12.552.79-24.391.84-23.011.65-30.381.47-29.330.33-54.17
2020 (7)300.02.26-66.963.33-54.3864.19-11.7313.39-13.223.69-23.922.39-34.72.37-32.672.08-39.00.72-65.22
2019 (6)300.06.84-47.987.30-45.9372.72-8.8615.43-2.594.85-21.523.66-35.223.52-28.63.41-29.692.07-47.86
2018 (5)300.013.1534.1813.5027.3679.794.615.841.216.18-2.985.656.44.931.444.854.753.9734.12
2017 (4)3020.09.80-4.0210.6013.1376.28-6.2915.656.036.3710.45.3120.684.863.44.633.812.9615.18
2016 (3)258.710.2116.699.3734.4381.45.1314.768.295.7722.254.4013.44.728.424.4624.232.5727.23
2015 (2)239.528.7585.776.9792.0177.4316.2413.6319.984.7291.093.8890.23.66123.173.59134.642.02106.12
2014 (1)2140.04.71-5.993.6329.6466.6123.0111.3602.4702.0401.6434.431.5337.840.9834.25

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