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(%)
24Q4 (20)1880.00.01.13-1.74-4.240.58-56.72-61.594.8330.54-3.9819.36-12.95-23.2123.51-7.55-4.6610.33-30.3-27.5611.0912.4725.882.0-39.39-44.442.13-1.84-4.0515.6917.9732.7411.0912.4725.88-0.05-4.505.39
24Q3 (19)1880.00.01.15-7.26-46.261.3467.5-25.563.7045.67-3.922.2412.84-16.6725.436.05-3.2714.8228.09-16.419.86-17.49-34.873.344.74-30.232.17-7.26-46.1513.30-15.77-33.939.86-17.49-34.878.07-5.9440.89
24Q2 (18)1880.00.01.24-4.624.20.8014.2966.672.5495.3848.5419.713.3-6.5923.989.923.111.5710.7226.1711.95-7.6511.582.2814.5718.132.34-4.494.015.79-3.541.2811.95-7.6511.58-10.512.77-19.68
24Q1 (17)1880.00.01.3010.17154.90.70-53.6425.01.30-74.16154.919.08-24.327.5521.82-11.5217.0610.45-26.7253.4512.9446.88135.71.99-44.7264.462.4510.36152.5816.3738.49157.812.9446.88135.7-14.94-17.34-34.88
23Q4 (16)1880.00.01.18-44.8671.011.51-16.1133.635.0330.654.1425.21-5.5518.1924.66-6.20.3314.26-19.5720.248.81-41.8141.413.6-23.8942.292.22-44.9170.7711.82-41.2847.578.81-41.8141.4110.4717.48129.44
23Q3 (15)1880.00.02.1479.836.471.80275.0100.03.85125.15-7.026.6926.49-1.826.2934.9632.1817.7393.3565.0815.1441.368.454.73145.0861.994.0379.116.0520.1329.129.0515.1441.368.4522.71106.58130.35
23Q2 (14)1880.00.01.19133.33-20.130.48-14.29-45.451.71235.29-19.3421.118.94-14.8919.484.51-0.059.1734.65-15.8710.7195.08-6.051.9359.5-28.522.25131.96-19.9315.59145.510.4510.7195.08-6.051.0653.62-32.36
23Q1 (13)1880.00.00.51-26.09-19.050.56-50.4480.650.51-89.44-19.0517.74-16.83-19.418.64-24.1736.766.81-42.5867.735.49-11.881.11.21-52.1735.960.97-25.38-17.86.35-20.72-5.515.49-11.881.1-19.17-45.88-12.44
22Q4 (12)1880.00.00.69-65.67-10.391.1325.5634.524.8316.6736.4421.33-21.52-15.5924.5823.5846.3111.8610.4362.026.23-55.376.862.53-13.3636.761.3-65.79-10.968.01-56.6116.596.23-55.376.86-5.94-15.3913.91
22Q3 (11)1880.00.02.0134.971.790.902.2732.354.1495.2849.4627.189.6413.9619.892.0524.1610.74-1.4766.5113.9622.4649.152.928.1589.613.835.2371.9518.4618.9477.513.9622.4649.1511.1485.7093.07
22Q2 (10)1880.00.01.49136.51106.940.88183.87-5.382.12236.5133.3324.7912.63-4.819.4942.9913.9810.90168.4732.611.40109.94116.322.7203.3726.172.81138.14108.1515.52130.95130.9511.40109.94116.32-0.1359.1660.39
22Q1 (9)1880.00.00.63-18.18-28.410.31-63.1-63.530.63-82.2-28.4122.01-12.91.3813.63-18.87-32.194.06-44.54-58.195.43-6.86-29.110.89-51.89-57.821.18-19.18-28.486.72-2.18-32.675.43-6.86-29.11-3.48-26.18-19.79
21Q4 (8)1880.00.00.77-34.19-6.10.8423.53-33.863.5427.8-18.9925.275.954.8516.804.87-27.47.3213.49-39.155.83-37.71-10.171.8520.13-36.211.46-33.94-5.196.87-33.94-19.565.83-37.71-10.17-1.2314.16-1.67
21Q3 (7)1880.00.01.1762.5-19.860.68-26.88-61.142.7774.21-21.9723.85-8.41-9.2116.02-6.32-35.896.45-21.53-59.569.3677.61-12.031.54-28.04-63.252.2163.7-19.6410.4054.76-25.189.3677.61-12.035.7722.16-8.73
21Q2 (6)1880.00.00.72-18.18-44.620.939.41-30.61.5980.68-24.2926.0419.9416.217.10-14.93-33.078.22-15.35-47.385.27-31.2-51.922.141.42-38.861.35-18.18-44.676.72-32.67-55.935.27-31.2-51.925.01-5.43-11.83
21Q1 (5)1880.00.00.887.3210.00.85-33.0734.920.88-79.8610.021.71-9.9223.5620.10-13.14-6.699.71-19.296.247.6618.03-10.932.11-27.2431.061.657.149.279.9816.86-8.867.6618.03-10.93--0.00
20Q4 (4)1880.00.00.82-43.840.01.27-27.430.04.3723.10.024.1-8.260.023.14-7.40.012.03-24.580.06.49-39.00.02.9-30.790.01.54-44.00.08.54-38.560.06.49-39.00.0--0.00
20Q3 (3)1880.00.01.4612.310.01.7530.60.03.5569.050.026.2717.220.024.99-2.190.015.952.110.010.64-2.920.04.1919.710.02.7512.70.013.90-8.850.010.64-2.920.0--0.00
20Q2 (2)1880.00.01.3062.50.01.34112.70.02.10162.50.022.4127.550.025.5518.620.015.6270.90.010.9627.440.03.5117.390.02.4461.590.015.2539.270.010.9627.440.0--0.00
20Q1 (1)1880.00.00.800.00.00.630.00.00.800.00.017.570.00.021.540.00.09.140.00.08.600.00.01.610.00.01.510.00.010.950.00.08.600.00.0--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)
2025/25.04-22.932.1211.59-7.718.06N/A-
2025/16.541.17-14.066.54-14.0619.53N/A-
2024/126.47-0.71-22.4580.38-11.419.360.45-
2024/116.512.13-21.2573.91-10.2818.440.47-
2024/106.3814.93-25.7867.4-9.0621.450.4-
2024/95.55-41.68-50.3361.02-6.8722.230.38營收變化原因為:1.去年同期營收創新高,基期較高。2.本期受客戶庫存調節影響,出貨減少。
2024/89.5232.814.1155.472.0623.160.37-
2024/77.1710.5812.5345.951.6420.860.41-
2024/66.48-10.16-9.6238.79-0.1319.710.5-
2024/57.2119.83-3.5932.312.0119.750.5-
2024/46.02-7.7-6.6625.093.7417.480.56-
2024/36.5232.069.8219.087.5319.080.48-
2024/24.94-35.154.3712.556.3820.890.44-
2024/17.62-8.697.727.627.7224.230.38-
2023/128.340.8127.9490.73-4.7425.210.35-
2023/118.27-3.7312.7782.39-7.1428.040.31-
2023/108.59-23.0815.0674.12-8.9328.910.31-
2023/911.1722.2434.965.52-11.3626.680.4-
2023/89.1443.552.1354.35-17.222.680.47-
2023/76.37-11.19-35.8445.21-20.2521.020.51-
2023/67.17-4.16-21.0338.84-16.9421.10.54-
2023/57.4816.01-8.631.67-15.9619.870.57-
2023/46.458.6-13.9424.19-18.017.120.66-
2023/35.9425.5-13.3517.74-19.3817.740.67-
2023/24.73-33.06-19.3811.8-22.1118.320.64-
2023/17.078.43-23.837.07-23.8320.920.56-
2022/126.52-11.13-19.795.25-1.6421.320.58-
2022/117.34-1.77-9.4388.730.023.090.53-
2022/107.47-9.82-17.2781.390.9524.70.5-
2022/98.28-7.4531.9673.933.2527.160.51-
2022/88.95-9.839.7165.640.4927.960.5-
2022/79.939.35.3756.69-0.8227.190.51-
2022/69.0810.9211.4946.77-2.0424.760.61-
2022/58.199.23-11.3437.69-4.8322.530.67-
2022/47.499.34-13.4329.5-2.8420.220.75-
2022/36.8516.77-17.0922.01.3722.00.74-
2022/25.87-36.7610.615.1512.7223.270.7-
2022/19.2814.3114.119.2814.1125.50.64-
2021/128.120.23-1.596.857.225.250.61-
2021/118.1-10.272.688.738.0823.410.66-
2021/109.0343.8413.2280.638.6623.460.66-
2021/96.28-23.05-29.0271.68.1123.850.65-
2021/88.16-13.39-9.9765.3213.8325.720.61-
2021/79.4215.6413.6557.1618.326.80.58-
2021/68.15-11.798.047.7419.2626.040.59-
2021/59.236.6624.3439.621.8726.160.59-
2021/48.664.7215.6230.3621.1422.230.69-
2021/38.2755.7935.021.7123.4921.710.66-
2021/25.31-34.768.3613.4417.3421.680.66-
2021/18.13-1.3324.058.1324.0524.270.59-
2020/128.244.4219.3690.344.0524.110.51-
2020/117.89-0.998.8282.092.7324.710.5-
2020/107.97-9.8220.274.22.1225.880.48-
2020/98.84-2.426.6366.220.326.190.39-
2020/89.069.3210.4857.38-2.824.890.41-
2020/78.299.894.5548.32-4.9523.260.43-
2020/67.541.544.9640.03-6.7122.460.43-
2020/57.43-0.81-0.6632.49-9.0521.040.46-
2020/47.4922.28-10.2425.06-11.270.0N/A-
2020/36.1225.05-16.917.58-11.710.0N/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
2024 (10)1880.04.73-4.063.43-21.1580.39-11.423.764.3911.90-5.8511.408.889.57-16.5612.23-4.239.1-3.91
2023 (9)1880.04.934.894.3534.2690.73-4.8122.7617.3812.6433.1910.479.0611.4726.8812.775.989.474.07
2022 (8)1880.04.7035.843.24-1.2295.31-1.619.3911.249.4920.439.6037.939.0418.3212.0548.229.136.43
2021 (7)1880.03.46-18.783.28-34.2796.867.2217.43-27.257.88-41.636.96-24.517.64-37.338.13-26.436.67-19.05
2020 (6)1880.04.26-0.234.9915.5190.344.0523.961.1413.502.829.22-5.0512.196.9311.05-4.258.24-0.24
2019 (5)1880.04.2719.274.3249.4886.824.5623.6914.1113.1331.969.7113.311.438.0111.5418.368.2619.19
2018 (4)1880.03.5825.172.89-12.4283.033.7120.761.229.95-1.498.5720.538.262.239.7531.946.9326.0
2017 (3)1880.02.86-33.493.30-18.9280.06-4.6820.51-18.5810.10-23.377.11-27.678.08-27.017.39-36.355.5-32.93
2016 (2)1880.04.302.874.0733.8883.995.1625.1911.0713.1823.649.83-3.9111.0730.0811.617.98.23.02
2015 (1)1880.04.1855.973.0469.8379.8712.8922.68010.66010.2308.5170.5410.7660.367.9656.69

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