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)195-1.02-1.020.42-60.38-33.330.44-58.1-18.522.5719.53834.2911.02-15.6840.5617.12-33.77-30.588.80-52.1-36.197.41-53.66-53.130.97-59.58-10.190.82-60.77-33.878.51-54.64-46.887.41-53.66-53.13-7.03-31.57-21.98
24Q2 (19)1970.00.01.06-2.7510500.01.0514.132200.02.1597.25317.1713.071.63148.0125.855.0472.2218.376.621098.3715.99-3.914221.622.48.112500.02.09-2.3410350.018.76-5.965584.8515.99-3.914221.6210.9118.5013.86
24Q1 (18)1970.00.01.0939.74209.00.9213.58190.21.09159.52209.012.8620.19276.0224.611.23171.3517.2310.24129.7516.6416.85129.072.2232.93212.122.1440.79209.1819.9531.6134.8516.6416.85129.0728.3431.7731.79
23Q4 (17)1970.00.00.7823.81305.260.8150.0361.290.42220.0500.010.736.48186.124.31-1.42354.3915.6313.34182.5714.24-9.93171.521.6754.63335.211.5222.58305.4115.16-5.37167.4714.24-9.93171.5242.623111.91615.00
23Q3 (16)1970.00.00.636200.0800.00.541180.0515.38-0.3564.65-177.787.8448.7732.6624.6664.29102.9613.79849.46433.915.814172.97581.471.081180.0550.01.246100.0785.7116.024754.55548.5815.814172.97581.4751.433150.50637.55
23Q2 (15)1970.00.00.01101.0-92.31-0.0595.1-200.0-0.991.0-360.535.2754.09-10.3715.01143.52-21.94-1.8496.82-168.660.37100.65-91.78-0.194.95-162.50.02101.02-92.310.33100.58-93.820.37100.65-91.7822.77-31.08-66.97
23Q1 (14)1970.00.0-1.00-163.16-516.67-1.02-229.03-636.84-1.00-1528.57-516.673.42-8.56-44.03-34.49-744.67-251.74-57.92-205.97-932.18-57.25-187.54-828.37-1.98-178.87-560.47-1.96-164.86-508.33-57.25-154.78-764.92-57.25-187.54-828.37-22.64-403.01-183.75
22Q4 (13)1970.00.0-0.38-642.86-134.86-0.31-138.46-129.810.07-84.44-98.373.74-36.72-69.325.35-55.97-82.18-18.93-358.35-193.71-19.91-958.19-213.64-0.71-195.83-128.86-0.74-628.57-134.58-22.47-1009.72-206.04-19.91-958.19-213.64-18.11-344.50-249.23
22Q3 (12)1970.00.00.07-46.15-94.62-0.13-360.0-109.920.4518.42-85.985.910.51-53.8612.15-36.82-59.94-4.13-254.1-118.252.32-48.44-88.41-0.24-250.0-108.280.14-46.15-94.532.47-53.75-89.122.32-48.44-88.41-1.62-45.99-216.84
22Q2 (11)1970.00.00.13-45.83-87.130.05-73.68-95.450.3858.33-80.05.88-3.76-48.8719.23-15.4-33.832.68-61.49-87.244.50-42.75-73.870.16-62.79-93.390.26-45.83-86.875.34-37.98-72.784.50-42.75-73.87-26.82-61.91-77.71
22Q1 (10)1970.00.00.24-77.98-73.030.19-81.73-78.890.24-94.41-73.036.11-49.88-42.6822.73-24.28-18.536.96-65.54-62.687.86-55.14-52.310.43-82.52-78.390.48-77.57-72.738.61-59.37-54.187.86-55.14-52.31-27.36-47.06-51.17
21Q4 (9)1970.018.671.09-16.1525.291.04-20.6114.294.2933.6414.412.19-4.8420.6930.02-1.0212.7720.20-10.7410.0817.52-12.4422.62.46-15.1732.972.14-16.4148.6121.19-6.6940.0517.52-12.4422.63.286.28-0.76
21Q3 (8)1970.013.871.3028.7146.071.3119.0954.123.2168.954.912.8111.3945.7330.334.37-1.4922.637.710.1820.0116.214.672.919.8345.732.5629.2967.3222.7115.757.0220.0116.214.679.6321.0920.66
21Q2 (7)1970.030.461.0113.48-8.181.1022.2222.221.90113.48-13.6411.57.8836.929.064.16-10.4721.0112.65-15.1517.224.49-13.032.4221.6116.351.9812.519.2819.624.42-17.1817.224.49-13.036.717.8910.56
21Q1 (6)19718.6736.810.892.3-19.090.90-1.118.420.89-76.27-19.0910.665.5430.9627.904.81-13.7618.651.63-17.6616.4815.33-15.491.997.578.151.7622.2210.6918.7924.19-21.1516.4815.33-15.4910.220.022.98
20Q4 (5)166-4.0516.90.87-2.25-15.530.917.065.813.7522.5547.6410.114.929.3226.62-13.54-17.4818.35-18.77-24.9514.29-18.11-23.421.85-7.04-3.141.44-5.88-1.3715.13-28.7-30.3114.29-18.11-23.42--0.00
20Q3 (4)17314.570.00.89-19.090.00.85-5.560.03.0639.090.08.794.640.030.79-5.140.022.59-8.760.017.45-11.870.01.99-4.330.01.53-7.830.021.22-10.430.017.45-11.870.0--0.00
20Q2 (3)1514.860.01.100.00.00.9018.420.02.20100.00.08.43.190.032.460.340.024.769.320.019.801.540.02.0813.040.01.664.40.023.69-0.590.019.801.540.0--0.00
20Q1 (2)1441.410.01.106.80.00.76-11.630.01.10-56.690.08.144.230.032.350.280.022.65-7.360.019.504.50.01.84-3.660.01.598.90.023.839.770.019.504.50.0--0.00
19Q4 (1)1420.00.01.030.00.00.860.00.02.540.00.07.810.00.032.260.00.024.450.00.018.660.00.01.910.00.01.460.00.021.710.00.018.660.00.0--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)
2024/102.52-20.72-22.5639.4899.469.45N/A因客戶需求增加
2024/93.18-15.0310.9836.96123.5111.020.82因客戶需求增加
2024/83.75-8.4240.9933.77147.1312.10.75因客戶需求增加
2024/74.09-4.0376.3730.03172.7512.70.71因客戶需求增加
2024/64.26-1.86101.8725.94198.4813.070.84因客戶需求增加
2024/54.34-2.7120.221.67229.513.220.83因客戶需求增加
2024/44.471.25276.017.33276.3313.130.84因客戶需求增加
2024/34.413.69273.5712.86276.4412.860.86因客戶需求增加
2024/24.251.29305.258.45277.9512.340.89因客戶需求增加
2024/14.28.08253.824.2253.8211.640.95因客戶需求增加
2023/123.889.3207.3527.2325.8510.70.91因客戶需求增加
2023/113.559.06185.2223.3514.599.681.01因客戶需求增加
2023/103.2613.61164.719.793.478.781.11因客戶需求增加
2023/92.877.9453.7816.53-7.617.840.89因客戶需求增加
2023/82.6614.5534.113.67-14.757.090.98-
2023/72.329.8312.5811.01-21.646.41.09-
2023/62.117.043.658.69-27.525.270.91-
2023/51.9766.120.116.58-33.914.341.11-
2023/41.190.59-36.534.6-42.313.421.41-
2023/31.1812.48-35.233.42-44.083.420.89-
2023/21.05-11.56-42.32.24-47.843.50.87-
2023/11.19-6.1-51.921.19-51.923.70.82因市場需求減少
2022/121.261.43-63.2621.64-54.113.741.02因市場需求減少
2022/111.251.21-70.6720.37-53.394.340.88因市場需求減少
2022/101.23-33.99-72.6619.13-51.545.080.75因市場需求減少
2022/91.86-5.87-57.617.9-48.825.910.65因市場需求減少
2022/81.98-3.83-53.816.03-47.556.080.63因市場需求減少
2022/72.061.12-50.0414.05-46.536.070.64因市場需求減少
2022/62.043.38-48.5911.99-45.885.880.84-
2022/51.975.31-47.999.95-45.295.660.87-
2022/41.872.66-50.027.98-44.575.510.89因市場需求減少
2022/31.820.19-50.866.11-42.666.110.86因市場需求減少
2022/21.82-26.3-45.614.29-38.287.730.68-
2022/12.47-28.24-31.482.47-31.4810.160.52-
2021/123.44-19.01-0.8647.1633.0912.190.49-
2021/114.25-5.6624.8443.7236.7713.150.45-
2021/104.52.3639.5139.4738.213.190.45-
2021/94.42.5740.9634.9738.0312.810.5-
2021/84.293.9849.6230.5737.6212.380.51-
2021/74.124.0646.9626.2835.8411.880.54-
2021/63.964.5939.422.1633.9511.50.53-
2021/53.791.1935.6618.1932.8211.240.54-
2021/43.740.9535.3814.432.0910.80.56-
2021/33.7110.8836.2810.6630.9710.660.5-
2021/23.35-7.1523.046.9528.310.420.51-
2021/13.63.8133.63.633.610.480.5-
2020/123.471.9929.7435.4360.5610.10.51因客戶需求大幅增加
2020/113.45.4130.8831.9664.819.750.52因客戶需求大幅增加
2020/103.233.4327.5428.5670.069.220.55因客戶需求大幅增加
2020/93.128.8731.4625.3377.68.790.57因客戶需求大幅增加
2020/82.872.1323.5122.2186.818.520.59因客戶需求大幅增加
2020/72.81-1.2943.0419.35102.168.440.59因客戶需求大幅增加
2020/62.841.7966.2516.54117.418.40.57因客戶需求大幅增加
2020/52.790.9879.8513.7132.258.280.58因客戶需求大幅增加
2020/42.771.62122.1510.9150.998.210.58因客戶需求大幅增加
2020/32.720.1164.238.14162.578.140.6因客戶需求大幅增加
2020/22.720.81190.585.42161.758.090.6因客戶需求大幅增加
2020/12.70.81137.952.7137.957.970.61因客戶需求大幅增加
2019/122.672.88144.9722.0720.140.0N/A因客戶需求大幅增加
2019/112.62.72110.4919.3912.250.0N/A因新客戶需求增加
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)1970.00.42500.00.29027.2325.8315.23-4.092.4903.04382.540.6800.94526.670.83492.86
2022 (9)1970.00.07-98.36-0.19021.64-54.1115.88-45.97-1.7000.63-96.48-0.3700.15-98.460.14-98.34
2021 (8)19718.674.2814.754.3326.6147.1633.1129.39-3.1920.71-5.4817.891.769.7725.99.7533.28.4435.47
2020 (7)16616.93.7347.433.4285.8735.4360.5330.360.021.919.9917.587.997.7676.367.3266.366.2373.54
2019 (6)1420.712.5321.051.8439.3922.0720.1430.363.1619.9211.7216.280.874.434.564.419.893.5920.88
2018 (5)1410.712.0933.971.324.7618.3710.629.431.6617.831.6516.1421.173.2712.373.6737.452.9734.39
2017 (4)1400.01.56-42.221.26-37.6216.61-26.9228.95-1.5317.54-19.113.32-22.112.91-40.972.67-45.292.21-43.19
2016 (3)1400.722.70-64.292.02-62.3822.73-48.6229.40-12.1121.68-21.9617.10-30.464.93-59.894.88-61.573.89-64.25
2015 (2)1392.217.56174.915.37210.444.2465.7533.4554.5727.7887.224.5975.1412.29210.3512.7192.6310.88190.13
2014 (1)1360.02.7501.73026.69150.3821.64014.84014.0403.9604.3403.750

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