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)250.00.0-0.1841.94-20.0-0.1266.67-50.0-0.46-64.29-757.143.099.96-16.499.4743.9235.67-2.1365.3717.44-2.9142.8310.74-0.0758.8230.0-0.0537.5-25.0-2.7452.9213.29-2.9142.8310.74-5.45-545.6933.34
24Q2 (19)250.00.0-0.31-1133.33-487.5-0.360-200.0-0.28-1033.33-227.272.81-20.85-26.636.58-19.26-23.13-6.15-321.23-336.17-5.09-182.78-414.14-0.17-240.0-240.0-0.08-900.0-500.0-5.82-429.09-2810.0-5.09-182.78-414.14-5.98-505.12-50.00
24Q1 (18)250.00.00.03123.08-76.920.00-100.0-100.00.03150.0-76.923.558.9-9.98.15-13.94-16.67-1.4624.74-324.62-1.8039.39-246.15-0.0516.67-266.670.01133.33-66.67-1.1064.52-433.33-1.8039.39-246.15-1.5068.2025.00
23Q4 (17)250.00.0-0.1313.3338.10.04150.00-0.06-185.71-114.293.26-11.89-10.689.4735.6710.76-1.9424.8120.16-2.978.914.16-0.0640.033.33-0.0325.040.0-3.101.916.22-2.978.914.16-7.64-137.0991.66
23Q3 (16)250.00.0-0.15-287.50-0.0833.3300.07-68.18-88.893.7-3.394.826.98-18.46-15.7-2.58-82.98-115.0-3.26-229.29-113.07-0.1-100.0-150.0-0.04-300.00-3.16-1480.0-174.78-3.26-229.29-113.07-3.09-162.98-70.84
23Q2 (15)250.00.00.08-38.46-42.86-0.12-175.00.00.2269.23-65.083.83-2.7920.828.56-12.47-10.74-1.41-316.92-8.46-0.99-90.38-130.23-0.05-266.67-25.00.02-33.33-33.33-0.20-160.61-130.77-0.99-90.38-130.232.5861.72-87.50
23Q1 (14)250.00.00.13161.9-73.470.160-55.560.13-69.05-73.473.947.95-5.979.7814.39-12.990.65126.75-78.19-0.5284.97-125.620.03133.33-75.00.03160.0-75.00.33108.92-91.32-0.5284.97-125.625.6780.950.00
22Q4 (13)250.00.0-0.210-158.330.000-100.00.42-33.33-58.03.653.4-5.198.553.26-21.77-2.43-102.5-263.09-3.46-126.14-362.12-0.09-125.0-250.0-0.050-155.56-3.70-221.74-226.28-3.46-126.14-362.127.38-50.0050.00
22Q3 (12)250.00.00.00-100.0-100.00.00100.0-100.00.630.0-1.563.5311.360.868.28-13.66-25.27-1.207.69-226.32-1.53-255.81-168.0-0.040.0-233.330-100.0-100.0-1.15-276.92-131.68-1.53-255.81-168.0-6.49-85.72-16.67
22Q2 (11)250.00.00.14-71.43-22.22-0.12-133.3350.00.6328.57152.03.17-24.342.269.59-14.68-8.58-1.30-143.6211.56-0.43-121.18-156.58-0.04-133.3320.00.03-75.0-25.00.65-82.89-64.29-0.43-121.18-156.58-7.75-17.6633.33
22Q1 (10)250.00.00.4936.11600.00.36200.0550.00.49-51.0600.04.198.8332.1811.242.844.752.98100.0551.522.0353.79541.30.12100.0700.00.1233.33500.03.8029.69675.512.0353.79541.39.4114.21200.00
21Q4 (9)250.00.00.36-7.69325.00.12200.0133.331.0056.251766.673.8510.030.5110.93-1.3544.581.4956.84126.051.32-41.33136.570.06100.0135.290.09-10.0325.02.93-19.28175.321.32-41.33136.5711.4554.49158.34
21Q3 (8)250.00.00.39116.67425.00.04116.67114.290.64156.0540.03.512.921.1111.085.6245.220.95164.63117.212.25196.05158.90.03160.0118.750.1150.0433.333.6399.45190.072.25196.05158.95.35136.91-41.66
21Q2 (7)250.04.170.18157.14125.0-0.24-200.0-500.00.25257.1413.643.1-2.21-12.9210.49-2.24-0.57-1.47-122.73-33.640.76265.22186.36-0.05-150.0-25.00.04100.0100.01.82271.431170.590.76265.22186.362.62150.44-61.11
21Q1 (6)250.00.00.07143.75-50.0-0.0877.78-128.570.07216.67-50.03.177.46-29.8710.7341.931.51-0.6688.46-148.89-0.4687.26-31.43-0.0288.24-133.330.02150.0-50.00.49112.6-38.75-0.4687.26-31.434.7755.2124.61
20Q4 (5)250.00.0-0.16-33.3352.94-0.36-28.57-160.0-0.06-160.0-102.342.952.08-43.057.56-0.92-20.34-5.72-3.62-1488.89-3.615.526.48-0.17-6.25-750.0-0.04-33.3350.0-3.893.4718.11-3.615.526.48--0.00
20Q3 (4)254.170.0-0.12-250.00.0-0.28-600.00.00.10-54.550.02.89-18.820.07.63-27.680.0-5.52-401.820.0-3.82-334.090.0-0.16-300.00.0-0.03-250.00.0-4.03-2270.590.0-3.82-334.090.0--0.00
20Q2 (3)24-4.00.00.08-42.860.0-0.04-114.290.00.2257.140.03.56-21.240.010.55-0.190.0-1.10-181.480.0-0.88-151.430.0-0.04-166.670.00.02-50.00.0-0.17-121.250.0-0.88-151.430.0--0.00
20Q1 (2)250.00.00.14141.180.00.28-53.330.00.14-94.530.04.52-12.740.010.5711.380.01.35475.00.0-0.3592.870.00.06400.00.00.04150.00.00.80116.840.0-0.3592.870.0--0.00
19Q4 (1)250.00.0-0.340.00.00.600.00.02.560.00.05.180.00.09.490.00.0-0.360.00.0-4.910.00.0-0.020.00.0-0.080.00.0-4.750.00.0-4.910.00.0--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)
2024/100.97-27.96-19.5410.49-17.223.28N/A-
2024/91.3539.181.459.52-16.983.090.23-
2024/80.9724.36-12.68.17-19.392.610.27-
2024/70.78-10.67-38.467.21-20.222.730.26-
2024/60.87-19.91-34.286.43-17.252.790.26-
2024/51.0929.83-11.75.56-13.763.410.21-
2024/40.84-43.7-34.424.47-14.243.50.21-
2024/31.4926.23-1.183.64-7.713.640.24-
2024/21.1821.03-7.552.15-12.563.080.28-
2024/10.974.21-17.940.97-17.943.030.29-
2023/120.93-16.57-27.6314.721.333.260.36-
2023/111.12-7.11-7.2713.794.163.650.32-
2023/101.2-9.144.3812.675.33.640.32-
2023/91.3319.895.8111.475.43.70.31-
2023/81.11-12.44-11.5310.145.353.690.31-
2023/71.26-4.5923.559.047.873.820.3-
2023/61.327.5922.177.775.693.830.32-
2023/51.23-3.5731.856.452.844.010.31-
2023/41.28-15.1610.515.22-2.224.050.31-
2023/31.518.09-10.173.94-5.743.960.38-
2023/21.277.42-1.722.46-1.873.750.4-
2023/11.19-8.09-2.031.19-2.033.680.41-
2022/121.296.9-7.3314.536.513.650.4-
2022/111.214.56-8.7513.248.093.610.4-
2022/101.15-7.91.3512.0310.133.660.4-
2022/91.250.221.5710.8811.153.530.38-
2022/81.2522.2814.429.6312.533.360.4-
2022/71.02-5.65-13.068.3812.263.040.44-
2022/61.0816.117.217.3516.993.170.4-
2022/50.93-19.17-14.376.2718.873.760.34-
2022/41.15-31.0414.855.3427.534.130.31-
2022/31.6729.226.994.1831.544.180.25-
2022/21.37.0826.182.5134.773.90.27-
2022/11.21-13.0645.371.2145.373.930.27-
2021/121.395.2730.413.64-2.083.850.31-
2021/111.3216.1538.0412.25-4.773.70.32-
2021/101.14-7.722.8810.93-8.223.470.34-
2021/91.2312.99.539.79-10.853.50.33-
2021/81.09-7.0926.868.55-13.183.280.35-
2021/71.1816.3517.97.46-17.013.280.35-
2021/61.01-7.26-10.486.28-21.373.110.23-
2021/51.098.413.825.27-23.163.410.21-
2021/41.01-23.75-23.924.18-28.043.350.21-
2021/31.3228.36-18.493.18-29.253.180.18-
2021/21.0323.37-32.011.86-35.32.930.2-
2021/10.83-22.01-38.950.83-38.952.860.2-
2020/121.0711.43-25.8413.93-47.982.950.21-
2020/110.963.4-49.6112.86-49.243.010.21-
2020/100.93-17.73-49.4611.91-49.212.910.22-
2020/91.1330.76-39.1910.98-49.192.990.3-
2020/80.86-13.65-45.319.85-50.222.990.32019年主要客戶新建工廠項目銷售增加,而2020年無此資本投入需求;且受新冠肺炎疫情影響,市場需求低迷,外銷訂單停滯。
2020/71.0-11.66-49.048.99-50.653.180.282019年同期主要客戶新建工廠項目銷售增加,而2020年無此資本投入需求;且受新冠肺炎疫情影響,市場需求低迷,外銷訂單停滯。
2020/61.137.56-51.27.99-50.843.50.292019年同期主要客戶新建工廠項目銷售增加,而2020年無此資本投入需求;且受新冠肺炎疫情影響,市場需求低迷,外銷訂單停滯。
2020/51.05-20.56-59.486.86-50.783.990.252019年同期主要客戶新建工廠項目銷售增加,而2020年無此資本投入需求。且受新冠肺炎疫情影響,市場需求低迷,外銷訂單停滯。
2020/41.32-18.3-56.15.81-48.84.450.22因主要客戶工廠建設期間集中並於2019年6結束
2020/31.627.07-45.64.49-46.174.490.24-
2020/21.5110.76-47.962.87-46.484.310.25-
2020/11.36-5.26-44.731.36-44.734.710.23-
2019/121.44-24.28-47.2326.792.220.0N/A-
2019/111.93.71-8.2825.357.970.0N/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)250.0-0.0600.04-83.3314.721.318.69-8.33-1.270-1.870-0.190-0.210-0.020
2022 (9)250.00.42-57.580.24014.536.69.48-12.38-0.330-0.750-0.050000.11-56.0
2021 (8)250.00.990-0.16013.63-2.0110.8216.090.1801.0200.0200.3100.250
2020 (7)250.0-0.060-0.48013.91-48.049.32-16.19-2.200-1.900-0.310-0.20-0.010
2019 (6)250.02.56-6.573.76113.6426.772.1811.1215.953.76150.671.13-4.241.01158.970.7212.50.65-5.8
2018 (5)250.02.7451.381.76-10.226.263.049.59-26.681.50-66.291.18-58.450.39-45.830.64-7.250.6950.0
2017 (4)250.01.81-7.181.96-10.9116.07-18.3413.085.834.45-3.472.8413.60.72-20.880.69-17.860.46-6.12
2016 (3)2513.641.9544.442.2057.1419.6817.012.366.924.6133.242.5038.890.9156.90.8455.560.4963.33
2015 (2)2229.411.35-36.021.4016.6716.8215.3611.56-5.253.4641.221.80-30.230.5861.110.5428.570.3-18.92
2014 (1)176.252.1152.91.2011.1114.58-12.3312.2002.4502.5800.3616.130.4255.560.3768.18

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