- 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
加權平均股數 QoQ YoY | EPS 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) | 27 | 3.85 | 22.73 | 3.31 | 329.87 | 116.34 | 3.26 | 302.47 | 158.73 | 5.17 | 184.07 | 20.79 | 7.58 | 229.57 | 252.56 | 21.53 | -18.97 | -47.41 | 14.42 | 20.47 | -26.09 | 11.58 | 33.56 | -26.24 | 1.09 | 289.29 | 159.52 | 0.88 | 340.0 | 158.82 | 14.48 | 31.88 | -26.01 | 11.58 | 33.56 | -26.24 | 122.00 | 150.59 | 146.74 |
24Q2 (19) | 26 | 4.0 | 18.18 | 0.77 | -28.7 | -37.9 | 0.81 | -8.99 | -19.0 | 1.82 | 68.52 | -34.3 | 2.3 | 14.43 | 3.14 | 26.57 | -7.93 | -22.72 | 11.97 | -21.97 | -27.28 | 8.67 | -35.87 | -29.22 | 0.28 | -9.68 | -24.32 | 0.2 | -25.93 | -25.93 | 10.98 | -35.03 | -32.6 | 8.67 | -35.87 | -29.22 | -4.28 | -35.00 | -26.51 |
24Q1 (18) | 25 | 8.7 | 13.64 | 1.08 | -41.3 | -28.48 | 0.89 | -44.03 | -19.82 | 1.08 | -81.94 | -28.48 | 2.01 | -22.99 | -25.28 | 28.86 | -26.21 | 2.16 | 15.34 | -25.32 | 7.65 | 13.52 | -15.76 | 9.65 | 0.31 | -42.59 | -18.42 | 0.27 | -35.71 | -18.18 | 16.90 | -15.79 | 9.67 | 13.52 | -15.76 | 9.65 | -0.79 | -10.52 | -8.92 |
23Q4 (17) | 23 | 4.55 | 4.55 | 1.84 | 20.26 | 0.55 | 1.59 | 26.19 | 10.42 | 5.98 | 39.72 | 112.81 | 2.61 | 21.4 | -50.47 | 39.11 | -4.47 | 131.97 | 20.54 | 5.28 | 124.24 | 16.05 | 2.23 | 112.86 | 0.54 | 28.57 | 12.5 | 0.42 | 23.53 | 5.0 | 20.07 | 2.55 | 113.74 | 16.05 | 2.23 | 112.86 | 8.90 | 21.83 | 26.09 |
23Q3 (16) | 22 | 0.0 | 0.0 | 1.53 | 23.39 | 218.75 | 1.26 | 26.0 | 207.32 | 4.28 | 54.51 | 336.73 | 2.15 | -3.59 | 65.38 | 40.94 | 19.08 | 41.32 | 19.51 | 18.53 | 90.71 | 15.70 | 28.16 | 96.0 | 0.42 | 13.51 | 223.08 | 0.34 | 25.93 | 240.0 | 19.57 | 20.14 | 108.41 | 15.70 | 28.16 | 96.0 | -10.35 | 2.76 | 8.04 |
23Q2 (15) | 22 | 0.0 | 0.0 | 1.24 | -17.88 | 148.0 | 1.00 | -9.91 | 108.33 | 2.77 | 83.44 | 454.0 | 2.23 | -17.1 | -30.96 | 34.38 | 21.7 | 75.77 | 16.46 | 15.51 | 260.18 | 12.25 | -0.65 | 262.43 | 0.37 | -2.63 | 146.67 | 0.27 | -18.18 | 145.45 | 16.29 | 5.71 | 300.25 | 12.25 | -0.65 | 262.43 | -33.03 | -17.68 | -16.41 |
23Q1 (14) | 22 | 0.0 | 0 | 1.51 | -17.49 | 0 | 1.11 | -22.92 | 0 | 1.51 | -46.26 | 0 | 2.69 | -48.96 | 0 | 28.25 | 67.56 | 0 | 14.25 | 55.57 | 0 | 12.33 | 63.53 | 0 | 0.38 | -20.83 | 0 | 0.33 | -17.5 | 0 | 15.41 | 64.11 | 0 | 12.33 | 63.53 | 0 | 128.21 | 131.88 | 114.15 |
22Q4 (13) | 22 | 0.0 | 10.0 | 1.83 | 281.25 | 832.0 | 1.44 | 251.22 | 754.55 | 2.81 | 186.73 | 31.31 | 5.27 | 305.38 | 244.44 | 16.86 | -41.8 | -15.15 | 9.16 | -10.46 | 754.29 | 7.54 | -5.87 | 326.43 | 0.48 | 269.23 | 2500.0 | 0.4 | 300.0 | 900.0 | 9.39 | 0.0 | 1501.49 | 7.54 | -5.87 | 326.43 | 122.81 | 138.62 | 118.32 |
22Q3 (12) | 22 | 0.0 | 4.76 | 0.48 | -4.0 | -73.63 | 0.41 | -14.58 | -68.46 | 0.98 | 96.0 | -57.58 | 1.3 | -59.75 | -75.79 | 28.97 | 48.11 | 124.92 | 10.23 | 123.85 | 32.0 | 8.01 | 136.98 | 12.82 | 0.13 | -13.33 | -69.05 | 0.1 | -9.09 | -73.68 | 9.39 | 130.71 | 14.09 | 8.01 | 136.98 | 12.82 | -29.88 | -2.00 | -7.29 |
22Q2 (11) | 22 | 0 | 0 | 0.50 | 0 | 0 | 0.48 | 0 | 0 | 0.50 | 0 | 0 | 3.23 | 0 | 0 | 19.56 | 0 | 0 | 4.57 | 0 | 0 | 3.38 | 0 | 0 | 0.15 | 0 | 0 | 0.11 | 0 | 0 | 4.07 | 0 | 0 | 3.38 | 0 | 0 | -50.00 | 50.00 | 50.00 |
22Q1 (10) | 0 | -100.0 | 0 | 0.00 | 100.0 | 0 | 0.00 | 100.0 | 0 | 0.00 | -100.0 | 0 | 0 | -100.0 | 0 | 0.00 | -100.0 | 0 | 0.00 | 100.0 | 0 | 0.00 | 100.0 | 0 | 0 | 100.0 | 0 | 0 | 100.0 | 0 | 0.00 | 100.0 | 0 | 0.00 | 100.0 | 0 | -85.75 | -6.87 | -8.46 |
21Q4 (9) | 20 | -4.76 | 0 | -0.25 | -113.74 | 0 | -0.22 | -116.92 | 0 | 2.14 | -7.36 | 0 | 1.53 | -71.51 | 0 | 19.87 | 54.27 | 0 | -1.40 | -118.06 | 0 | -3.33 | -146.9 | 0 | -0.02 | -104.76 | 0 | -0.05 | -113.16 | 0 | -0.67 | -108.14 | 0 | -3.33 | -146.9 | 0 | -35.76 | -56.87 | -58.46 |
21Q3 (8) | 21 | 0 | 0 | 1.82 | 0 | 0 | 1.30 | 0 | 0 | 2.31 | 0 | 0 | 5.37 | 0 | 0 | 12.88 | 0 | 0 | 7.75 | 0 | 0 | 7.10 | 0 | 0 | 0.42 | 0 | 0 | 0.38 | 0 | 0 | 8.23 | 0 | 0 | 7.10 | 0 | 0 | 0.00 | 0.00 | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 1.29 | 47.99 | 86.54 | 14.04 | 54.63 | 2.9 | N/A | 年營收年增率54.64%,主係今年度轉播巴黎奧運及世界棒球12強所致;月營收年增率86.55%,主係本月轉播世界棒球12強所致。 | ||
2024/10 | 0.87 | 16.41 | -33.96 | 12.76 | 52.01 | 6.03 | N/A | 年營收年增率52.01%,主係今年度轉播巴黎奧運所致;月營收年增率-33.97%,主係去年同期轉播杭州亞運所致。 | ||
2024/9 | 0.75 | -83.07 | -21.3 | 11.89 | 68.82 | 7.58 | 0.1 | 本年因巴黎奧運轉播致營收增加。 | ||
2024/8 | 4.41 | 82.26 | 594.06 | 11.14 | 82.86 | 7.61 | 0.1 | 本月因巴黎奧運轉播致營收增加。 | ||
2024/7 | 2.42 | 212.53 | 354.91 | 6.73 | 23.28 | 3.94 | 0.19 | 本月因巴黎奧運轉播致營收增加。 | ||
2024/6 | 0.77 | 4.0 | 1.13 | 4.31 | -12.42 | 2.3 | 0.34 | - | ||
2024/5 | 0.74 | -4.2 | 10.66 | 3.53 | -14.92 | 2.26 | 0.35 | - | ||
2024/4 | 0.78 | 5.73 | -1.0 | 2.77 | -20.4 | 0.0 | N/A | - | ||
2024/3 | 0.74 | 15.04 | -51.78 | 1.99 | -26.06 | 0.0 | N/A | 去年度因世界棒球經典賽轉播致營收增加,本期無此情事。 | ||
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加權平均股數 YoY | EPS 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) | 23 | 4.55 | 5.90 | 111.47 | 4.96 | 115.65 | 9.68 | -1.33 | 35.41 | 82.9 | 17.62 | 126.19 | 14.06 | 125.68 | 1.71 | 125.0 | 1.72 | 129.33 | 1.36 | 122.95 |
2022 (9) | 22 | 10.0 | 2.79 | 31.6 | 2.30 | 76.92 | 9.81 | 5.03 | 19.36 | 24.42 | 7.79 | 58.66 | 6.23 | 33.98 | 0.76 | 65.22 | 0.75 | 38.89 | 0.61 | 41.86 |
2021 (8) | 20 | 0.0 | 2.12 | 0 | 1.30 | 0 | 9.34 | 135.86 | 15.56 | 25.18 | 4.91 | 0 | 4.65 | 0 | 0.46 | 0 | 0.54 | 0 | 0.43 | 0 |
2020 (7) | 20 | -4.76 | -0.37 | 0 | -0.81 | 0 | 3.96 | -23.55 | 12.43 | -29.33 | -6.73 | 0 | -1.90 | 0 | -0.27 | 0 | -0.13 | 0 | -0.08 | 0 |
2019 (6) | 21 | 5.0 | 0.58 | -51.67 | 0.48 | -7.69 | 5.18 | -35.09 | 17.59 | 39.16 | 3.17 | 37.23 | 2.30 | -24.59 | 0.16 | -11.11 | 0.15 | -46.43 | 0.12 | -50.0 |
2018 (5) | 20 | 11.11 | 1.20 | 757.14 | 0.52 | 642.86 | 7.98 | 58.96 | 12.64 | -16.95 | 2.31 | 320.0 | 3.05 | 498.04 | 0.18 | 500.0 | 0.28 | 600.0 | 0.24 | 700.0 |
2017 (4) | 18 | 0.0 | 0.14 | 0 | 0.07 | 0 | 5.02 | -36.78 | 15.22 | 129.91 | 0.55 | 0 | 0.51 | 0 | 0.03 | 0 | 0.04 | 0 | 0.03 | 0 |
2016 (3) | 18 | 0 | -0.78 | 0 | -1.04 | 0 | 7.94 | 0 | 6.62 | 0 | -3.62 | 0 | -1.77 | 0 | -0.29 | 0 | -0.15 | 0 | -0.14 | 0 |