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)1220.00.00.7122.41-7.790.8447.3712.01.7071.72-9.576.7810.243.6724.4117.191.4518.1929.15.2112.7810.75-11.371.2341.388.850.8722.54-7.4515.9712.39-9.9812.7810.75-11.378.7931.9435.64
24Q2 (19)1220.00.00.5841.4675.760.5723.9150.00.99141.46-10.816.157.33-6.8220.839.5765.7114.0917.71108.7411.5432.890.120.8726.0993.330.7142.077.514.2130.73142.0811.5432.890.120.6317.329.87
24Q1 (18)1220.00.00.41-6.82-47.440.46-4.17-45.240.41-82.33-47.445.73-6.07-27.7419.01-12.4-8.2111.97-11.73-26.028.69-0.46-28.00.69-16.87-46.090.5-5.66-47.9210.87-13.18-29.098.69-0.46-28.0-6.40-24.84-20.09
23Q4 (17)1220.00.00.44-42.86-61.40.48-36.0-60.02.3223.4-22.926.1-6.73-34.2721.70-9.81-13.0313.56-21.57-29.818.73-39.46-42.110.83-26.55-53.630.53-43.62-62.1412.52-29.43-32.478.73-39.46-42.11-3.8245.2430.69
23Q3 (16)1220.00.00.77133.33-44.20.7597.37-40.481.8869.370.536.54-0.91-27.3324.0691.41-13.4517.29156.15-20.814.42137.56-23.181.13151.11-42.350.94135.0-44.3817.74202.21-24.4814.42137.56-23.18-8.8437.8221.31
23Q2 (15)1220.00.00.33-57.69-17.50.38-54.76-7.321.1142.31131.256.6-16.7714.7812.57-39.3-7.716.75-58.28-17.586.07-49.71-28.420.45-64.84-4.260.4-58.33-18.375.87-61.71-25.986.07-49.71-28.42-15.66-44.63-42.38
23Q1 (14)1220.00.00.78-31.58766.670.84-30.0833.330.78-74.09766.677.93-14.5573.1420.71-16.99125.8516.18-16.25423.6212.07-19.96429.391.28-28.49814.290.96-31.43860.015.33-17.31437.8912.07-19.96429.39-5.72-24.48-17.38
22Q4 (13)1220.00.01.14-17.3911300.01.20-4.765900.03.0160.96116.559.283.1193.3324.95-10.25124.5719.32-11.5390.3615.08-19.665932.01.79-8.67842.111.4-17.1613900.018.54-21.07395.7215.08-19.665932.029.82113.81101.28
22Q3 (12)1220.00.01.38245.0187.51.26207.32207.321.87289.5835.519.056.5251.0127.80104.1169.9321.83166.54108.918.77121.3490.371.96317.02216.131.69244.9186.4423.49196.2296.418.77121.3490.3741.04294.72281.44
22Q2 (11)1220.00.00.40344.44-33.330.41355.56-47.440.48433.33-46.675.7525.5511.013.6248.53-47.078.19165.05-57.038.48271.93-39.770.47235.71-52.530.49390.0-32.887.93178.25-46.28.48271.93-39.7710.48572.22352.78
22Q1 (10)1220.00.00.09800.0-70.970.09350.0-72.730.09-93.53-70.974.58-4.5813.659.17-17.46-53.523.09-21.57-74.822.28812.0-75.430.14-26.32-71.430.1900.0-72.972.85-23.8-75.472.28812.0-75.43-12.02351.04127.44
21Q4 (9)1220.00.00.01-97.92-97.30.02-95.12-94.591.390.72-6.714.8-19.461.9111.11-32.09-45.143.94-62.3-67.060.25-97.46-97.390.19-69.35-66.070.01-98.31-97.783.74-68.73-68.780.25-97.46-97.39-2.20-58.96-71.28
21Q3 (8)1220.00.00.48-20.0-11.110.41-47.44-18.01.3853.3323.215.9615.0621.8816.36-36.42-31.8610.45-45.17-33.789.86-29.97-26.360.62-37.37-19.480.59-19.18-9.2311.96-18.86-27.529.86-29.97-26.3621.8036.7744.46
21Q2 (7)1220.01.670.6093.55172.730.78136.3627.870.90190.3252.545.1828.5411.1625.7330.4137.8919.0655.3428.1814.0851.72147.890.99102.0443.480.7397.3180.7714.7426.85245.214.0851.72147.897.0538.6662.78
21Q1 (6)1220.00.00.31-16.22-16.220.33-10.81-15.380.31-79.19-16.224.03-14.44-3.3619.73-2.57-2.3812.272.59-12.429.28-3.03-14.470.49-12.5-15.520.37-17.78-17.7811.62-3.01-14.819.28-3.03-14.47-9.06-23.85-18.41
20Q4 (5)1220.00.00.37-31.485.710.37-26.05.711.4933.0424.174.71-3.687.2920.25-15.665.9711.96-24.21-2.699.57-28.53-1.030.56-27.273.70.45-30.777.1411.98-27.39-1.079.57-28.53-1.03--0.00
20Q3 (4)1221.670.00.54145.450.00.50-18.030.01.1289.830.04.894.940.024.0128.670.015.786.120.013.39135.740.00.7711.590.00.65150.00.016.50286.420.013.39135.740.0--0.00
20Q2 (3)120-1.640.00.22-40.540.00.6156.410.00.5959.460.04.6611.750.018.66-7.670.014.876.140.05.68-47.650.00.6918.970.00.26-42.220.04.27-68.70.05.68-47.650.0--0.00
20Q1 (2)1220.00.00.375.710.00.3911.430.00.37-69.170.04.17-5.010.020.215.760.014.0114.00.010.8512.20.00.587.410.00.457.140.013.6412.630.010.8512.20.0--0.00
19Q4 (1)1220.00.00.350.00.00.350.00.01.200.00.04.390.00.019.110.00.012.290.00.09.670.00.00.540.00.00.420.00.012.110.00.09.670.00.0--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)
2024/102.182.167.8420.84-9.746.61N/A-
2024/92.14-6.80.318.66-11.436.780.11-
2024/82.29-2.57-0.1716.52-12.766.80.11-
2024/72.359.3311.4714.23-14.496.660.12-
2024/62.15-0.23-6.7911.88-18.266.150.37-
2024/52.1617.35-7.39.73-20.435.970.38-
2024/41.84-6.69-6.497.57-23.525.340.42-
2024/31.9728.94-23.265.73-27.745.730.06-
2024/21.53-31.49-47.183.76-29.895.840.06-
2024/12.237.27-9.622.23-9.626.310.06-
2023/122.084.2-30.6327.17-5.036.10.29-
2023/112.0-1.42-34.8325.09-2.036.150.28-
2023/102.02-4.97-37.0523.12.416.450.27-
2023/92.13-7.25-32.5421.078.986.540.12-
2023/82.38.8-26.8218.9417.096.720.12-
2023/72.11-8.58-21.9416.6427.666.750.12-
2023/62.31-0.771.5414.5340.656.60.36-
2023/52.3318.3731.212.2251.696.860.35因客戶需求上升,致收入增加
2023/41.97-23.4215.279.957.477.430.32因客戶需求上升,致收入增加
2023/32.57-11.2545.347.9373.27.930.32因客戶需求上升,致收入增加
2023/22.8917.23119.465.3690.78.360.3因客戶需求上升,致收入增加
2023/12.47-17.6665.32.4765.38.530.29因客戶需求上升,致收入增加
2022/123.0-2.189.728.6143.219.280.31因客戶需求上升,致收入增加
2022/113.06-4.7799.4825.6139.219.440.3因客戶需求上升,致收入增加
2022/103.221.8390.3722.5533.739.510.3因客戶需求上升,致收入增加
2022/93.160.671.5419.3327.429.00.48因客戶需求上升,致收入增加
2022/83.1416.0653.8716.1821.338.120.53因客戶需求上升,致收入增加
2022/72.718.9229.9813.0415.456.750.64-
2022/62.2728.22.3110.3312.175.750.28-
2022/51.773.9911.078.0615.35.250.3-
2022/41.71-3.4525.286.2816.564.790.33-
2022/31.7733.9921.34.5813.614.580.77-
2022/21.32-11.6916.412.819.264.390.81-
2022/11.49-5.523.641.493.644.610.77-
2021/121.582.94-3.0819.988.424.80.67-
2021/111.54-9.12-2.9818.49.535.070.64-
2021/101.69-8.2413.1816.8610.845.570.58-
2021/91.84-9.7513.0215.1710.585.960.15-
2021/82.04-1.9627.2213.3310.256.340.14-
2021/72.08-6.3825.6311.297.665.90.15-
2021/62.2239.1852.419.214.295.180.17因客戶需求增加
2021/51.617.32.856.99-5.224.410.2-
2021/41.36-6.52-17.575.39-7.373.950.23-
2021/31.4628.59-8.784.03-3.334.030.54-
2021/21.13-21.38-19.732.570.034.20.52-
2021/11.44-11.6424.071.4424.074.650.47-
2020/121.633.0312.518.4313.064.710.22-
2020/111.586.013.6916.813.124.70.22-
2020/101.49-8.365.4215.2114.24.720.22-
2020/91.631.5819.6713.7215.244.890.42-
2020/81.6-3.1816.3412.0914.674.720.43-
2020/71.6613.5718.3610.4914.424.670.44-
2020/61.46-6.078.638.8313.714.660.55-
2020/51.55-5.9913.447.3714.774.80.54-
2020/41.653.4428.565.8215.124.660.55-
2020/31.613.1517.54.1710.554.170.71-
2020/21.4121.5345.312.576.634.020.74-
2020/11.16-19.88-19.421.16-19.424.140.72-
2019/121.45-5.03-0.3316.3-8.370.0N/A-
2019/111.537.797.5514.85-9.080.0N/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)1220.02.32-22.922.45-17.7927.17-5.0319.76-6.0813.57-11.1310.43-18.963.69-15.563.53-20.142.83-23.1
2022 (9)1220.03.01116.552.9894.7728.6143.1921.0415.5415.2733.0112.8750.884.3790.834.42108.493.68116.47
2021 (8)1220.01.39-6.711.53-18.6219.988.4118.21-12.5811.48-18.988.53-13.752.29-12.262.12-0.931.7-6.59
2020 (7)1220.01.4924.171.8857.9818.4313.0720.8314.3914.1727.319.899.772.6144.22.1416.941.8223.81
2019 (6)1225.171.200.841.196.2516.3-8.3818.2110.7711.1314.399.0115.661.814.621.834.571.475.76
2018 (5)1160.01.1920.21.1220.4317.799.3416.449.249.7315.157.7910.031.7326.281.7525.91.3920.87
2017 (4)1160.00.9923.750.9310.7116.2723.8215.05-15.788.45-7.457.080.431.3714.171.3925.231.1523.66
2016 (3)1163.570.802.560.845.013.14-2.3817.8714.49.130.667.058.81.2-1.641.11-0.890.936.9
2015 (2)1124.670.78-38.10.80-27.9313.46-3.3715.62-10.389.07-22.416.48-32.851.22-25.151.12-30.860.87-35.07
2014 (1)1070.01.2611.51.1118.0913.936.0117.43011.6909.6501.6315.61.6210.961.3411.67

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