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)690.00.00.23-36.11-45.240.28-3.4527.271.0328.7514.442.312.225.021.00-4.46-3.278.43-12.08.916.93-42.49-55.260.19-5.035.710.16-36.0-44.836.93-42.49-55.266.93-42.49-55.2610.34-27.146.28
24Q2 (19)690.00.00.36-18.18-10.00.2916.0866.670.8081.8266.672.058.4723.4921.98-5.7520.979.583.57654.3312.05-24.31-27.890.217.65900.00.25-16.67-10.7112.05-24.31-27.8912.05-24.31-27.899.181140.9131.53
24Q1 (18)690.00.00.442300.0450.00.2547.06108.330.44-50.0450.01.899.8816.6723.3220.1424.779.2533.4871.9315.922753.33373.810.1741.6788.890.33100.0500.015.922753.33373.8115.922753.33373.811.681097.6212.17
23Q4 (17)690.00.0-0.02-104.7683.330.17-22.7388.890.88-2.22214.291.72-6.5262.2619.41-10.59-16.166.93-10.4731.5-0.60-103.8792.050.12-14.29100.0-0.01-103.4587.5-0.60-103.8792.05-0.60-103.8792.052.16-49.88305.30
23Q3 (16)690.00.00.425.0-10.640.22633.33650.00.9087.5130.771.8410.8442.6421.7119.4851.57.74509.45460.015.49-7.3-38.360.14600.0566.670.293.57-9.3815.49-7.3-38.3615.49-7.3-38.366.66202.50279.17
23Q2 (15)690.00.00.40400.01900.00.03-75.0117.650.48500.0700.01.662.4741.8818.17-2.78229.171.27-76.39110.1616.71397.321093.570.02-77.78113.330.28460.01300.016.71397.322839.3416.71397.321093.5727.65283.33-20.84
23Q1 (14)690.00.00.08166.67180.00.1233.33142.860.08-71.43180.01.6252.8367.0118.69-19.27709.095.382.09131.433.36144.5145.470.0950.0152.940.05162.5171.433.36144.5167.333.36144.5145.4717.5020.57179.16
22Q4 (13)690.00.0-0.12-125.5362.50.09325.0132.140.28-28.21118.671.06-17.8310.4223.1561.551895.695.27345.12127.61-7.55-130.0466.70.06300.0133.33-0.08-125.063.64-7.55-130.0465.22-7.55-130.0466.7-3.781062.23200.74
22Q3 (12)690.00.00.472250.0313.64-0.0476.4787.50.39587.5133.051.2910.2640.2214.33159.6554.92-2.1582.890.9825.131695.0252.86-0.0380.086.360.321500.0313.3325.134219.67252.9525.131695.0252.8615.441185.0057.88
22Q2 (11)690.00.00.02120.0103.7-0.1739.2965.31-0.0820.091.671.1720.6239.295.52138.96129.6-12.5026.9970.111.40118.94103.2-0.1511.7657.140.02128.57105.41-0.6187.7898.671.40118.94103.210.8394.3819.64
22Q1 (10)690.00.0-0.1068.7576.74-0.280.039.13-0.1093.3376.740.971.0422.782.3199.14114.88-17.1210.3257.35-7.3967.480.0-0.175.5646.88-0.0768.1875.86-4.9977.0286.29-7.3967.480.02.6911.656.25
21Q4 (9)690.00.0-0.32-45.458.57-0.2812.522.22-1.50-27.12-158.620.964.3543.281.16136.83111.33-19.0919.9249.9-22.67-37.936.0-0.1818.1830.77-0.22-46.678.33-21.71-32.1440.78-22.67-37.936.06.936.9023.59
21Q3 (8)690.00.0-0.2259.2635.29-0.3234.6915.79-1.18-22.92-413.040.929.5226.03-3.1583.1172.8-23.8442.9936.29-16.4462.3748.42-0.2237.1418.52-0.1559.4634.78-16.4364.2349.82-16.4462.3748.427.9216.8414.08
21Q2 (7)690.01.47-0.54-25.58-800.0-0.49-6.52-308.33-0.96-123.26-972.730.846.339.09-18.65-20.17-211.88-41.82-4.19-129.28-43.69-18.24-719.7-0.35-9.38-150.0-0.37-27.59-825.0-45.93-26.22-254.4-43.69-18.24-719.712.12-24.22-17.15
21Q1 (6)690.00.0-0.43-22.86-352.94-0.46-27.78-560.0-0.4325.86-352.940.7917.91-56.11-15.52-51.56-173.38-40.14-5.35-814.23-36.95-4.32-661.55-0.32-23.08-420.0-0.29-20.83-341.67-36.390.74-530.65-36.95-4.32-661.554.84-12.90-11.26
20Q4 (5)690.00.0-0.35-2.94-3400.0-0.365.26-325.0-0.58-152.17-189.230.67-8.22-61.05-10.2411.57-147.02-38.10-1.82-732.89-35.42-11.14-17610.0-0.263.7-360.0-0.24-4.350-36.66-11.97-10682.35-35.42-11.14-17610.0--0.00
20Q3 (4)691.470.0-0.34-466.670.0-0.38-216.670.0-0.23-309.090.00.73-5.190.0-11.58-169.470.0-37.42-105.150.0-31.87-497.940.0-0.27-92.860.0-0.23-475.00.0-32.74-152.620.0-31.87-497.940.0--0.00
20Q2 (3)68-1.450.0-0.06-135.290.0-0.12-220.00.00.11-35.290.00.77-57.220.016.67-21.180.0-18.24-424.560.0-5.33-181.00.0-0.14-240.00.0-0.04-133.330.0-12.96-253.370.0-5.33-181.00.0--0.00
20Q1 (2)690.00.00.171800.00.00.10-37.50.00.17-73.850.01.84.650.021.15-2.890.05.62-6.640.06.583390.00.00.10.00.00.1200.08.452585.290.06.583390.00.0--0.00
19Q4 (1)690.00.0-0.010.00.00.160.00.00.650.00.01.720.00.021.780.00.06.020.00.0-0.200.00.00.10.00.000.00.0-0.340.00.0-0.200.00.0--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)
2024/110.64-24.13.247.7124.342.22N/A-
2024/100.8412.4279.767.0726.682.51N/A去年度因生產不及所致
2024/90.75-19.0218.626.2321.832.32.73-
2024/80.9245.6734.995.4922.282.232.81-
2024/70.63-6.8319.274.5720.02.172.89-
2024/60.68-20.7920.053.9320.122.053.12-
2024/50.8667.9342.563.2520.132.063.09-
2024/40.51-26.644.02.413.731.83.54-
2024/30.717.0811.881.8916.691.893.15-
2024/20.59-0.299.51.1919.71.833.25-
2024/10.6-6.631.950.631.951.853.21-
2023/120.643.46128.676.8452.111.723.17去年度因疫情影響所致
2023/110.6232.1554.76.247.051.713.18去年度因疫情影響所致
2023/100.47-25.8121.555.5846.251.783.06-
2023/90.63-7.8455.575.1249.011.842.76去年度因疫情影響所致
2023/80.6828.7143.054.4948.131.782.86-
2023/70.53-6.2228.953.849.081.73.0-
2023/60.57-5.9443.323.2752.951.662.65去年度因疫情影響所致
2023/50.622.5152.62.7155.131.712.56去年度因疫情影響所致
2023/40.49-21.0829.992.1155.871.662.65去年度因疫情影響所致
2023/30.6214.6109.041.6265.91.622.43去年度因疫情影響所致
2023/20.5420.1470.910.9946.931.273.08去年度因疫情影響所致
2023/10.4561.8525.730.4525.731.133.47-
2022/120.28-29.99-21.434.527.881.063.47-
2022/110.43.8339.444.2233.431.193.1-
2022/100.38-5.0419.913.8232.831.272.91-
2022/90.4-15.2621.953.4334.451.292.6-
2022/80.4816.0288.333.0336.321.282.62因疫情影響
2022/70.414.2222.632.5529.621.22.8-
2022/60.390.1444.172.1431.061.172.74-
2022/50.394.3655.531.7528.421.072.98疫情影響
2022/40.3826.920.741.3522.210.993.21-
2022/30.3-6.295.420.9722.780.973.46-
2022/20.32-11.613.330.6832.371.033.27-
2022/10.361.1276.120.3676.121.03.37疫情影響
2021/120.3624.25171.123.52-11.470.963.71疫情影響
2021/110.29-10.7127.23.16-17.70.943.81-
2021/100.32-3.431.392.87-20.490.913.94-
2021/90.3330.8655.62.55-22.590.924.07因疫情影響
2021/80.25-24.44-22.232.22-27.990.864.35-
2021/70.3422.5271.881.97-28.670.864.35因疫情影響
2021/60.278.0342.921.63-36.320.844.74-
2021/50.25-18.97-3.651.36-42.710.854.69-
2021/40.3110.79-0.671.11-47.580.94.41因疫情影響
2021/30.28-8.15-48.240.79-55.810.795.27因疫情影響
2021/20.3150.64-55.060.51-59.10.646.51因疫情影響
2021/10.255.68-63.990.2-63.990.567.47因疫情影響
2020/120.13-41.7-77.953.97-48.50.676.31因疫情影響
2020/110.22-28.82-54.923.84-46.040.755.63因疫情影響
2020/100.3248.19-49.693.61-45.370.854.96-
2020/90.21-34.59-68.033.3-44.920.735.9因疫情影響
2020/80.3366.98-53.13.09-42.030.716.08因疫情影響
2020/70.21.88-64.12.76-40.360.656.67國外客戶因疫情影響關廠中,故無法出貨
2020/60.19-27.17-69.772.57-37.20.775.85國外客戶因疫情影響關廠中,故無法出貨
2020/50.26-16.46-65.712.37-31.221.124.01國外客戶因疫情影響關廠中,故無法外銷出貨
2020/40.31-42.27-58.712.11-21.371.542.91國外客戶因疫情影響關廠中,故無法外銷出貨
2020/30.55-20.24-10.331.8-6.551.82.32-
2020/20.6820.6911.881.25-4.811.842.26-
2020/10.57-4.66-19.340.57-19.340.0N/A-
2019/120.5919.1716.447.71-0.440.0N/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)690.00.88214.290.5406.8452.019.5669.795.4108.87110.690.3700.61221.050.61221.05
2022 (9)690.00.280-0.4104.527.8411.520-6.3304.210-0.2800.1900.190
2021 (8)690.0-1.500-1.5503.52-11.34-8.470-30.520-29.290-1.070-1.030-1.030
2020 (7)690.0-0.580-0.7703.97-48.518.22-58.84-14.350-9.940-0.570-0.430-0.390
2019 (6)690.00.65-5.80.5113.337.71-0.5219.974.55.858.945.78-6.320.457.140.56-3.450.45-6.25
2018 (5)691.470.6972.50.45-8.167.75-7.8519.1121.185.3715.486.1790.430.427.690.5881.250.4877.78
2017 (4)680.00.40-61.170.49-58.128.41-8.4915.77-25.614.65-55.713.24-58.030.39-59.790.32-62.790.27-61.97
2016 (3)680.01.03-17.61.174.469.194.0821.201.4810.503.867.72-20.330.978.990.86-12.240.71-17.44
2015 (2)689.681.2583.821.12103.648.8314.9720.8921.0310.1174.619.6976.180.89102.270.98104.170.86104.76
2014 (1)621.640.683.030.55-5.177.689.0917.2605.7905.5000.44-6.380.482.130.425.0

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