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)1090.00.02.603.5991.182.765.3484.07.3754.514.2411.42-21.2468.1945.8329.17-6.6632.3728.8610.8624.0831.2319.683.71.6586.872.833.2889.9330.7926.6614.3824.0831.2319.68-3.987.3318.50
24Q2 (19)1090.00.02.5111.06-11.312.6231.66-0.384.77111.06-16.4614.513.2816.6535.488.73-13.7825.1213.56-18.7818.35-6.33-24.583.6428.62-5.452.7410.93-11.0424.31-0.78-25.5418.35-6.33-24.5817.1910.6515.33
24Q1 (18)1090.00.02.2610.24-21.531.99-1.0-31.142.26-75.22-21.5312.821.1-0.4732.63-18.06-22.7922.12-15.67-28.9919.59-9.52-19.082.832.17-29.432.4710.27-21.0924.50-8.1-20.8919.59-9.52-19.0838.3930.4916.50
23Q4 (17)1090.00.02.0550.74-42.092.0134.0-39.469.1229.0-26.0310.5755.67-27.1539.82-18.9-4.7826.23-10.17-17.5721.657.6-18.212.7739.9-40.042.2450.34-41.8226.66-0.97-20.1121.657.6-18.215.15-0.60-4.48
23Q3 (16)1090.00.01.36-51.94-55.991.50-42.97-50.57.0723.82-19.666.79-45.37-51.6449.1019.3221.8429.20-5.59-2.620.12-17.3-15.851.98-48.57-52.971.49-51.62-55.7926.92-17.55-11.7720.12-17.3-15.85-24.35-26.84-25.98
23Q2 (15)1090.00.02.83-1.74-13.982.63-9.0-19.575.7198.260.1812.43-3.34-1.9741.15-2.63-10.1530.93-0.71-13.8424.330.5-14.273.85-3.99-15.383.08-1.6-14.2132.655.42-9.5624.330.5-14.27-7.35-10.19-10.97
23Q1 (14)1090.00.02.88-18.6419.52.89-12.9519.922.88-76.6419.512.86-11.3714.7242.261.054.3531.15-2.115.0924.21-8.544.674.01-13.220.783.13-18.719.4730.97-7.194.724.21-8.544.67-4.01-2.04-1.69
22Q4 (13)1090.00.03.5414.5663.893.329.5766.8312.3340.1116.4314.513.3570.9141.823.77-15.3631.826.14-3.2526.4710.71-4.684.629.7465.593.8514.2463.8333.379.37-4.7726.4710.71-4.687.044.241.12
22Q3 (12)1090.00.03.09-6.0819.313.03-7.3411.48.8054.394.3914.0410.7384.0140.30-12.01-38.9829.98-16.49-39.6323.91-15.75-35.594.21-7.4711.083.37-6.1319.530.51-15.48-36.223.91-15.75-35.5911.9215.2114.17
22Q2 (11)1090.00.03.2936.5135.393.2735.6842.175.70136.51-2.5612.6813.11113.4745.8013.09-34.8235.9021.12-33.4928.3822.7-36.084.5537.0541.743.5937.0235.9836.1022.04-35.7528.3822.7-36.0822.5724.0428.39
22Q1 (10)1090.00.02.4111.57-29.532.4121.11-28.72.41-77.24-29.5311.2132.0437.2140.50-18.03-42.7429.64-9.88-48.2123.13-16.71-49.213.3219.0-29.062.6211.49-29.7629.58-15.58-48.8923.13-16.71-49.2121.66-2.52-2.87
21Q4 (9)1090.00.02.16-16.6-27.271.99-26.84-29.6810.5925.62-2.048.4911.2726.7249.41-25.18-31.0632.89-33.77-44.0727.77-25.19-42.342.79-26.39-29.192.35-16.67-27.2435.04-26.73-42.4627.77-25.19-42.3419.86-5.01-4.29
21Q3 (8)1090.00.02.596.58-13.952.7218.26-6.218.4344.17.537.6328.457.1666.04-6.02-11.9549.66-8.0-12.7937.12-16.4-19.223.7918.07-6.422.826.82-14.0247.82-14.9-18.4737.12-16.4-19.220.58-11.18-6.84
21Q2 (7)1090.00.02.43-28.956.112.30-31.954.555.8571.0521.125.94-27.29-8.1970.27-0.657.553.98-5.6815.1544.40-2.515.693.21-31.415.942.64-29.226.0256.19-2.916.4344.40-2.515.69-2.67-6.90-6.26
21Q1 (6)1090.00.03.4215.1534.653.3819.4335.23.42-68.3634.658.1721.9425.3170.73-1.313.5657.23-2.698.2145.54-5.447.634.6818.7835.653.7315.4834.6657.87-4.987.7745.54-5.447.638.026.918.51
20Q4 (5)1090.00.02.97-1.33-3.262.83-2.41-7.5210.8137.88-0.186.7-5.9-7.9771.67-4.4414.658.813.2817.0848.164.815.223.94-2.727.653.23-1.52-3.2960.903.8420.9548.164.815.22--0.00
20Q3 (4)1090.00.03.0131.440.02.9031.820.07.8462.320.07.1210.050.075.0014.730.056.9421.460.045.9519.720.04.0533.660.03.2831.730.058.6521.530.045.9519.720.0--0.00
20Q2 (3)1090.00.02.29-9.840.02.20-12.00.04.8390.160.06.47-0.770.065.37-4.290.046.88-11.360.038.38-9.290.03.03-12.170.02.49-10.110.048.26-10.130.038.38-9.290.0--0.00
20Q1 (2)1090.00.02.54-17.260.02.50-18.30.02.54-76.550.06.52-10.440.068.309.210.052.895.30.042.31-7.560.03.45-5.740.02.77-17.070.053.706.650.042.31-7.560.0--0.00
19Q4 (1)1090.00.03.070.00.03.060.00.010.830.00.07.280.00.062.540.00.050.230.00.045.770.00.03.660.00.03.340.00.050.350.00.045.770.00.0--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)
2024/114.9250.7528.5546.9119.311.56N/A-
2024/103.26-3.32-2.1841.9918.311.11N/A-
2024/93.37-24.578.5738.7320.4311.420.07-
2024/84.4725.15111.4535.3521.712.230.07土壤整治專案入帳及子公司挹注發電收入,營收增加
2024/73.58-14.56126.1130.8814.6512.70.06土壤整治專案入帳及子公司挹注發電收入,營收增加
2024/64.18-15.2712.4527.37.714.490.04-
2024/54.94-7.99-2.8623.126.8815.710.04-
2024/45.37-0.6646.8118.189.8714.170.04-
2024/35.459.2449.4412.81-0.5912.810.04-
2024/23.39-15.48-26.797.41-20.1110.840.04-
2024/14.0217.09-13.434.02-13.4311.270.04-
2023/123.43-10.37-27.0342.75-18.5410.590.06-
2023/113.8314.7-28.6739.32-17.7110.270.06-
2023/103.347.3-25.5235.49-16.328.560.07-
2023/93.1146.89-40.1932.16-15.246.810.1-
2023/82.1233.83-56.6629.05-11.287.420.09土 壤整治專案完成,營收減少
2023/71.58-57.51-60.3626.93-3.3210.390.07土 壤整治專案完成,營收減少
2023/63.72-26.81-13.8425.356.212.460.05-
2023/55.0839.0523.6721.6310.6212.360.05-
2023/43.661.11-13.5616.557.1511.910.05-
2023/33.62-21.99-5.7412.8914.9612.890.05-
2023/24.64-0.0534.369.2725.7413.970.05-
2023/14.64-1.318.154.6418.1514.70.04-
2022/124.7-12.3861.3852.4873.4814.540.04土 壤整治專案入帳,營收增加
2022/115.3619.7782.2647.7874.7715.040.04土壤整治專案入帳,營收增加
2022/104.48-13.8268.242.4273.8614.560.04土 壤整治專案入帳,營收增加
2022/95.26.4387.8537.9474.5614.070.05土壤整治專案入帳,營收增加
2022/84.8822.3985.132.7472.6213.190.06土壤整治專案入帳,營收增加
2022/73.99-7.6279.5927.8670.612.420.06土壤整治專案入帳,營收增加
2022/64.325.05157.4723.8769.1912.660.06土壤整治專案入帳,營收增加
2022/54.11-2.81111.7319.5557.2712.180.06土壤整治專案入帳,營收增加
2022/44.2310.2582.2515.4447.211.520.07土壤整治專案入帳,營收增加
2022/33.8411.1925.1311.2137.2411.210.07-
2022/23.45-12.124.467.3844.5110.290.08-
2022/13.9334.868.353.9368.359.780.08子公司挹注之紙業收入,較去年同期增加38.47%。
2021/122.91-1.0429.930.2512.868.520.09-
2021/112.9410.5333.4527.3411.38.370.09-
2021/102.66-3.7518.3224.49.128.070.09-
2021/92.774.8824.5221.738.097.630.1-
2021/82.6418.7410.4718.976.056.540.11-
2021/72.2232.42-11.3916.335.375.840.12-
2021/61.68-13.61-23.7214.118.65.940.0-
2021/51.94-16.34-14.1112.4315.197.330.0-
2021/42.32-24.2915.4110.4922.958.160.0-
2021/33.0710.5920.468.1725.288.170.0-
2021/22.7718.8837.165.128.377.350.0-
2021/12.334.0119.282.3319.286.780.0-
2020/122.241.65-10.4526.8-1.096.70.0-
2020/112.21-2.0-0.4124.56-0.146.680.0-
2020/102.251.28-13.5122.36-0.116.860.0-
2020/92.22-6.95-1.3720.111.647.120.0-
2020/82.39-4.759.7917.892.037.090.0-
2020/72.5113.9824.8715.50.946.970.0-
2020/62.2-2.7211.8512.99-2.656.470.0-
2020/52.2612.424.0410.79-5.166.820.0-
2020/42.01-20.98-16.338.53-7.346.580.0-
2020/32.5525.9218.736.52-4.166.520.0-
2020/22.023.39-4.433.98-14.696.480.0-
2020/11.95-21.91-23.211.95-23.210.0N/A-
2019/122.513.04-12.8227.1-20.190.0N/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)1090.08.22-32.299.05-24.7742.65-18.6742.420.7829.56-7.1922.96-10.0712.61-24.4912.69-25.449.94-25.99
2022 (9)1090.012.1414.8512.0316.0152.4473.4742.09-33.6931.85-33.4225.53-33.1716.715.4917.0215.8613.4316.48
2021 (8)1090.010.57-1.9510.37-0.5830.2312.7663.47-9.647.84-11.3938.20-12.7714.46-0.0714.69-1.2811.53-2.04
2020 (7)1090.010.78-0.1910.43-1.5126.81-0.9670.214.2853.992.6843.790.7614.471.6914.882.7611.77-0.17
2019 (6)1090.010.80-10.6710.59-11.8227.07-20.2967.336.4852.584.8543.4611.7514.23-16.4414.48-15.5711.79-10.75
2018 (5)1090.012.09-3.212.01-2.2833.9621.9463.23-11.2750.15-11.5238.89-20.5517.037.8517.157.1213.21-3.08
2017 (4)1090.012.49-5.3812.29-6.1827.85-10.8271.2611.6456.685.9848.956.1415.79-5.4516.01-4.8713.63-5.41
2016 (3)1090.013.2016.9213.1018.2331.2313.5663.833.5253.483.7446.123.0216.717.7716.8316.7114.4116.96
2015 (2)1090.011.2919.9811.0821.0927.529.2361.66-10.5251.55-7.644.77-7.1414.1819.4614.4218.4912.3220.08
2014 (1)1090.09.41-17.829.15-18.7421.28-9.1868.91055.79048.21011.87-15.8812.17-14.9510.26-17.79

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