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)1532.02.00.91-44.51-36.811.04-27.2720.933.5435.11-8.2922.2-11.761.617.91-3.35-1.598.73-20.353.686.30-35.71-35.451.94-29.715.431.39-43.5-34.747.82-34.89-35.536.30-35.71-35.4527.3811.42651.37
24Q2 (19)1500.04.171.6467.35-12.31.431330.028.832.62167.358.7125.1666.511.9418.5313.82-7.910.96193.834.589.801.03-4.852.76392.866.562.4665.1-3.1512.01-4.15-13.479.801.03-4.8540.97473.68640.00
24Q1 (18)1502.745.630.98880.084.910.10-50.0-83.610.98-75.0684.9115.1115.43-13.4616.2811.05-3.953.7352.24-46.799.70781.8277.980.5675.0-54.11.49893.3356.8412.53935.5477.989.70781.8277.98-12.33393.47-63.37
23Q4 (17)146-2.678.960.10-93.06-87.80.20-76.74-79.173.931.81-39.9113.09-40.09-39.1414.66-19.45-18.62.45-70.9-69.491.10-88.73-78.350.32-82.61-81.50.15-92.96-86.361.21-90.02-80.881.10-88.73-78.35-25.78-58.02-49.63
23Q3 (16)1504.1712.781.44-22.99-48.20.86-22.52-50.293.8660.17-33.3321.85-11.47-31.9318.20-9.541.348.42-19.66-22.899.76-5.24-14.981.84-28.96-47.582.13-16.14-42.4312.13-12.61-14.589.76-5.24-14.9814.94114.9229.73
23Q2 (15)1441.419.091.87252.83-1.061.1181.97-29.752.41354.72-19.6724.6841.35-12.8520.1218.79.8310.4849.5-5.510.3088.99-0.872.59112.3-17.522.54167.37-13.6113.8897.167.3510.3088.99-0.8711.26108.7322.75
23Q1 (14)1425.978.40.53-35.37-52.250.61-36.465.170.53-91.9-52.2517.46-18.83-17.2516.95-5.8927.647.01-12.727.455.457.28-20.91.22-29.485.170.95-13.64-34.487.0411.22-14.045.457.28-20.9-25.91-52.94-40.48
22Q4 (13)1340.752.290.82-70.5-55.910.96-44.51334.156.5412.9582.6821.51-32.99-1.2818.010.28107.978.03-26.472158.975.08-55.75-54.561.73-50.712022.221.1-70.27-54.926.33-55.42-53.865.08-55.75-54.56-9.82-11.70-17.51
22Q3 (12)1330.761.532.7847.091169.231.739.49917.655.7993.0236.6332.113.3578.7317.96-1.9750.2910.92-1.53490.2711.4810.491666.153.5111.78963.643.725.853263.6414.209.821320.011.4810.491666.1523.7958.6890.95
22Q2 (11)1320.760.761.8970.2789.01.58172.4190.363.00170.2751.5228.3234.2218.2518.3237.9516.2411.09101.64109.6410.3950.8146.213.14170.69147.242.94102.76122.7312.9357.88134.2410.3950.8146.2115.5214.97206.94
22Q1 (10)1310.00.01.11-40.3213.270.58241.465700.01.11-68.9913.2721.1-3.1724.8513.2853.358.065.501510.26154.636.89-38.37-12.781.161388.89222.221.45-40.5713.288.19-40.31-14.66.89-38.37-12.789.08387.53-49.86
21Q4 (9)1310.00.01.86815.381760.0-0.41-341.18-1266.673.58108.1457.0221.7921.3318.558.66-27.53-18.69-0.39-121.0883.1211.181620.0790.12-0.09-127.2778.572.442118.181776.9213.721272.01139.3911.181620.0790.12-1.84344.69-210.35
21Q3 (8)1310.00.0-0.26-126.0-126.530.17-79.52-77.331.72-13.13-21.4617.96-25.01-25.8811.95-24.18-17.071.85-65.03-71.930.65-84.6-88.310.33-74.02-79.380.11-91.67-91.411.00-81.88-85.960.65-84.6-88.318.35-61.984060.24
21Q2 (7)1310.00.01.002.04-2.910.838200.0-33.61.98102.0463.6423.9541.72-9.1415.7628.23-3.315.29144.91-43.124.22-46.58-39.281.27252.78-48.161.323.12-27.075.52-42.44-38.194.22-46.58-39.2816.84441.024166.66
21Q1 (6)1310.00.00.98880.0476.470.01133.33-91.670.98-57.02476.4716.9-8.05-16.6712.2915.420.252.16193.5156.527.90587.65522.050.36185.7128.571.28884.62456.529.59826.52481.217.90587.65522.05-16.09395.1014.67
20Q4 (5)1310.010.080.10-89.8-16.67-0.03-104.0-109.682.284.11-44.3918.38-24.14-17.3210.65-26.09-5.25-2.31-135.05-187.5-1.62-129.14-300.0-0.42-126.25-171.190.13-89.84-18.75-1.32-118.54-210.92-1.62-129.14-300.0--0.00
20Q3 (4)1310.00.00.98-4.850.00.75-40.00.02.1980.990.024.23-8.080.014.41-11.60.06.59-29.140.05.56-20.00.01.6-34.690.01.28-29.280.07.12-20.270.05.56-20.00.0--0.00
20Q2 (3)1310.00.01.03505.880.01.25941.670.01.21611.760.026.3629.980.016.3059.490.09.30573.910.06.95447.240.02.45775.00.01.81686.960.08.93441.210.06.95447.240.0--0.00
20Q1 (2)13110.080.00.1741.670.00.12-61.290.00.17-95.850.020.28-8.770.010.22-9.070.01.38-47.730.01.2756.790.00.28-52.540.00.2343.750.01.6538.660.01.2756.790.0--0.00
19Q4 (1)1190.00.00.120.00.00.310.00.04.100.00.022.230.00.011.240.00.02.640.00.00.810.00.00.590.00.00.160.00.01.190.00.00.810.00.0--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)
2024/105.43-18.3813.5267.9-1.2719.24N/A-
2024/96.66-6.85-2.0362.47-2.3722.20.86-
2024/87.15-14.893.9955.81-2.4125.00.77-
2024/78.4-11.142.648.67-3.2927.570.7-
2024/69.45-2.748.8940.27-4.4425.160.91-
2024/59.7262.22-0.5830.82-7.8922.541.01-
2024/45.99-12.36-3.7721.1-10.9115.651.46-
2024/36.84141.72-5.7215.11-13.4615.111.67-
2024/22.83-48.07-43.778.27-18.9512.132.08-
2024/15.4541.125.155.455.1513.751.83-
2023/123.86-13.17-19.6377.08-25.1213.091.21-
2023/114.45-7.12-41.0273.22-25.3916.030.99-
2023/104.79-29.56-47.3168.78-24.0918.450.86-
2023/96.8-1.12-30.8263.99-21.521.850.7-
2023/86.87-16.02-42.7757.2-20.2323.740.65-
2023/78.18-5.69-20.3150.32-15.6926.640.58-
2023/68.68-11.21-17.6242.14-14.7324.680.82-
2023/59.7857.023.0933.46-13.9523.250.87-
2023/46.23-14.15-25.0523.69-19.4518.511.09-
2023/37.2544.15-17.4917.46-17.2417.461.37-
2023/25.03-2.88-8.4310.21-17.0615.011.6-
2023/15.187.85-24.025.18-24.0217.521.37-
2022/124.8-36.27-29.53102.9527.721.420.99-
2022/117.54-17.03-10.698.1532.9926.440.8-
2022/109.08-7.5338.6990.6138.6130.920.69-
2022/99.82-18.1989.1381.5338.632.10.68110年第三季因受越南疫情封控停工影響,導致基期較低所致。
2022/812.0116.91148.8671.733.7132.820.66110年第三季因受越南疫情封控停工影響,導致基期較低所致。
2022/710.27-2.529.3159.722.3230.290.72-
2022/610.5411.112.1949.4220.9628.320.88-
2022/59.4814.1442.0438.8927.2926.580.94-
2022/48.31-5.4819.1729.4123.1722.591.1-
2022/38.7959.9822.721.124.8221.11.26-
2022/25.49-19.4262.9812.3126.3819.131.39本月(2022.02)各事業部出貨暢旺
2022/16.820.037.016.827.0122.061.21-
2021/126.82-19.1646.280.62-5.1421.81.1-
2021/118.4328.7240.1673.8-8.1220.171.19-
2021/106.5526.09-15.065.37-12.0316.571.45-
2021/95.197.64-28.7658.82-11.6817.961.42-
2021/84.83-39.24-41.1453.63-9.5823.081.1-
2021/77.94-22.95-9.1648.8-4.5224.931.02-
2021/610.3154.43-9.0240.86-3.5723.950.97-
2021/56.68-4.237.5530.55-1.5820.811.11-
2021/46.97-2.676.3923.87-3.8617.51.32-
2021/37.16112.5-15.5416.9-7.5416.91.27-
2021/23.37-47.09-20.939.74-0.6114.41.49-
2021/16.3736.6715.026.3715.0217.051.26-
2020/124.66-22.5-15.084.99-16.8718.380.94-
2020/116.01-21.94-16.0580.33-16.9821.010.82-
2020/107.715.68-6.8174.31-17.0523.20.74-
2020/97.29-11.07-16.5466.61-18.0924.230.82-
2020/88.2-6.22-24.3159.31-18.2828.270.7-
2020/78.74-22.83-20.6551.11-17.2226.280.75-
2020/611.3382.57-7.1542.37-16.4824.091.03-
2020/56.21-5.26-45.1531.04-19.4321.241.17-
2020/46.55-22.74-5.2124.83-8.7419.291.29-
2020/38.4898.950.6418.28-9.9418.281.52-
2020/24.26-23.03-19.499.8-17.4515.291.82-
2020/15.540.99-15.815.54-15.8118.191.53-
2019/125.48-23.46-10.89102.240.680.0N/A-
2019/117.17-13.34-20.0796.761.430.0N/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)1468.963.79-34.542.80-42.2777.08-25.1917.934.797.75-16.317.49-15.845.97-37.427.46-34.045.78-37.11
2022 (9)1342.295.7984.984.85708.33103.0427.8317.1139.459.26297.428.9046.389.54407.4511.3185.119.1978.45
2021 (8)1310.03.1357.290.60-70.1580.61-5.1512.27-11.022.33-47.996.0864.321.88-50.536.1146.525.1549.71
2020 (7)13110.081.99-47.072.01-33.4484.99-16.8713.79-1.224.48-21.683.70-24.183.8-35.044.17-31.753.44-29.51
2019 (6)11910.193.76-24.043.0293.59102.240.6913.964.85.7266.284.88-21.545.8567.626.11-16.074.88-21.04
2018 (5)1080.04.9501.56-17.89101.5419.2813.32-8.333.44-18.16.2203.49-2.247.2806.180
2017 (4)1080.93-1.1001.90-33.185.13-1.014.53-9.814.20-27.71-1.2903.57-28.46-0.510-1.180
2016 (3)1071.93.91-1.512.847.5885.99-3.616.112.355.817.25.197.684.993.315.120.394.473.71
2015 (2)1059.383.973.392.6410.4689.2-0.9815.743.695.42-0.374.8213.684.83-1.435.10.994.3112.83
2014 (1)966.673.84-2.292.3910.6590.08-0.9315.1805.4404.2404.911.875.057.223.825.23

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