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)8071.131.890.47-38.16-16.070.6312.514.551.8135.0710.37283.24-8.131.285.473.215.194.1617.8513.042.22-22.11-8.6411.777.9814.273.79-37.46-14.833.71-8.170.272.22-22.11-8.64-1.41-3.5610.10
24Q2 (19)7980.380.880.7631.0324.590.567.69-6.671.34131.0324.07308.35.3229.295.301.155.793.5311.3612.062.8510.89-7.7710.917.3345.146.0630.625.474.0421.3228.662.8510.89-7.771.663.680.28
24Q1 (18)7950.511.150.58-23.6823.40.52-7.1444.440.58-75.7323.4292.72-2.033.995.242.54-3.323.1733.19-12.192.57-4.46-11.689.2930.8517.744.64-22.2826.783.3316.43-15.72.57-4.46-11.682.406.02-2.66
23Q4 (17)791-0.131.930.7635.7131.030.561.8260.02.3945.73-22.15298.76.8115.375.11-1.736.462.38-35.33-19.592.6910.77.177.1-31.07-7.435.9734.1632.372.86-22.7-20.992.6910.77.1712.0413.76-3.25
23Q3 (16)7920.131.540.56-8.227.270.55-8.3389.661.6451.85-34.14279.6617.2814.585.203.794.423.6816.8314.642.43-21.361.2510.337.1531.554.45-7.8728.243.7017.830.272.43-21.361.2513.2110.7929.17
23Q2 (15)7910.641.930.6129.798.930.6066.67-25.931.08129.79-47.32238.469.156.595.01-7.56-29.043.15-12.74-36.753.096.191.317.51-4.82-32.654.8331.9711.293.14-20.51-21.73.096.191.31-3.235.4134.77
23Q1 (14)7861.292.880.47-18.97-68.670.362.86-63.640.47-84.69-68.67218.46-15.62-2.615.4212.92-9.523.6121.96-7.912.9115.94-51.747.892.87-10.343.66-18.85-68.123.959.12-28.182.9115.94-51.74-4.776.4311.78
22Q4 (13)776-0.511.840.5831.82-26.580.3520.69-12.53.0723.2942.79258.96.0812.024.80-3.61-17.672.96-7.79-12.432.514.58-42.567.67-2.04-1.924.5129.97-24.833.62-1.9-21.132.514.58-42.567.595.20-21.76
22Q3 (12)7800.522.360.44-21.43-31.250.29-64.2-29.272.4921.4681.75244.079.145.374.98-29.46-23.743.21-35.54-19.552.40-21.31-33.157.83-29.7816.873.47-20.05-28.893.69-7.98-25.32.40-21.31-33.154.42-42.05-41.19
22Q2 (11)7761.571.840.56-62.6733.330.81-18.18189.292.0536.67180.82223.72-0.2739.77.0617.8627.444.9827.0461.173.05-49.4217.3111.1526.7125.254.34-62.235.624.01-27.099.263.05-49.4217.31-1.6013.6064.66
22Q1 (10)7640.260.261.5089.87383.870.99147.51000.01.50-30.23383.87224.32-2.9453.375.992.7430.793.9215.98151.286.0337.99136.478.812.53285.9611.4891.33390.65.5019.8345.56.0337.99136.4717.3656.6672.53
21Q4 (9)7620.00.00.7923.44146.880.40-2.44-25.932.1556.93112.87231.1137.6538.935.83-10.72-4.583.38-15.29-12.444.3721.7397.747.8216.7221.816.022.95146.914.59-7.0971.274.3721.7397.7421.2537.9122.00
21Q3 (8)7620.00.00.6452.38128.570.4146.43141.181.3787.6798.55167.94.8518.096.5317.8725.343.9929.1349.443.5938.0835.986.735.3576.784.8852.5129.114.9434.653.893.5938.0835.987.1743.93200.49
21Q2 (7)7620.00.00.4235.48110.00.28354.5533.330.73135.4878.05160.149.4920.755.5420.96-18.173.0998.08-10.952.601.9622.644.95117.117.613.236.75109.153.67-2.919.552.601.9622.64-1.2916.17117.09
21Q1 (6)7620.00.00.31-3.1347.62-0.11-120.37-128.210.31-69.3147.62146.26-12.0827.84.58-25.04-46.991.56-59.59-69.052.5515.384.082.28-64.49-60.492.34-3.749.043.7841.043.852.5515.384.082.465.5848.64
20Q4 (5)7620.00.00.3214.29-62.350.54217.65-43.161.0146.38-34.42166.3517.09.746.1117.27-46.023.8644.57-49.82.21-16.29-57.56.4269.39-44.942.4314.08-62.52.68-16.51-61.272.21-16.29-57.5--0.00
20Q3 (4)7620.00.00.2840.00.00.17-19.050.00.6968.290.0142.187.210.05.21-23.040.02.67-23.050.02.6424.530.03.79-17.610.02.1339.220.03.21-4.180.02.6424.530.0--0.00
20Q2 (3)7620.00.00.20-4.760.00.21-46.150.00.4195.240.0132.6215.890.06.77-21.640.03.47-31.150.02.12-13.470.04.6-20.280.01.53-2.550.03.35-7.970.02.12-13.470.0--0.00
20Q1 (2)7620.00.00.21-75.290.00.39-58.950.00.21-86.360.0114.44-24.50.08.64-23.670.05.04-34.460.02.45-52.880.05.77-50.510.01.57-75.770.03.64-47.40.02.45-52.880.0--0.00
19Q4 (1)7620.00.00.850.00.00.950.00.01.540.00.0151.580.00.011.320.00.07.690.00.05.200.00.011.660.00.06.480.00.06.920.00.05.200.00.0--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)
2024/1195.3914.751.661062.7814.49269.3N/A-
2024/1083.12-8.43-15.03967.3915.93273.11N/A-
2024/990.78-8.49-14.31884.2720.05283.250.01-
2024/899.216.389.09793.4925.82289.940.01-
2024/793.26-4.3312.67694.2828.64301.60.01-
2024/697.48-12.0723.41601.0331.54308.310.01-
2024/5110.8710.9119.48503.5533.23326.70.01-
2024/499.96-13.7349.89392.6837.71305.010.01-
2024/3115.8829.9441.74292.7634.01292.760.01-
2024/289.171.6633.15176.8829.38284.080.01-
2024/187.71-18.1725.7787.7125.77288.730.01-
2023/12107.1914.236.171035.438.87298.860.01-
2023/1193.83-4.0910.51928.249.19297.630.01-
2023/1097.84-7.6633.94834.419.05294.730.01-
2023/9105.9616.5220.55736.586.42279.660.01-
2023/890.939.8617.21630.624.37252.690.01-
2023/782.774.785.31539.682.47254.550.01-
2023/678.99-14.876.18456.921.98238.460.01-
2023/592.7939.1424.39377.931.14241.230.01-
2023/466.69-18.42-10.77285.14-4.65215.410.01-
2023/381.7522.07-2.97218.46-2.61218.460.01-
2023/266.97-3.97-14.43136.71-2.38237.740.01-
2023/169.74-30.9712.8769.7412.87255.680.01-
2022/12101.0419.00.8951.0934.82258.980.01-
2022/1184.916.2341.41850.0540.46245.80.01-
2022/1073.05-16.853.1765.1540.35238.470.01-
2022/987.8513.2449.03692.0645.91244.020.01-
2022/877.58-1.2938.14604.2145.46230.560.01-
2022/778.595.6448.84526.6346.61227.580.01-
2022/674.39-0.2721.55448.0446.23223.730.01-
2022/574.59-0.1933.32373.6552.39233.610.01集團110年簽約額較109年成長,致111年5月營收較110年同期增加。
2022/474.74-11.3173.86299.0658.02237.280.01集團110年簽約額較109年成長,致111年4月營收較110年同期增加。
2022/384.287.6746.69224.3353.38224.330.01集團110年簽約額較109年成長,致111年3月營收較110年同期增加。
2022/278.2726.67101.55140.0557.7240.310.01集團110年簽約額較109年成長,致111年2月營收較110年同期增加。
2022/161.78-38.3723.6361.7823.63222.080.01-
2021/12100.2666.9843.08705.4426.97231.140.01-
2021/1160.04-15.2517.86605.1824.64189.650.01-
2021/1070.8420.5456.26545.1425.44185.770.01集團簽約額成長,致110年10月營收較109年同期增加。
2021/958.774.6513.0474.1221.81167.730.01-
2021/856.166.3536.36415.3523.16170.160.01-
2021/752.8-13.727.79359.1921.33169.950.01-
2021/661.29.3869.93306.3924.01160.140.01集團109年簽約額較108年成長,致110年6月營收較109年同期增加。
2021/555.9530.1528.99245.1916.18156.410.01-
2021/442.99-25.2-19.23189.2412.86139.290.01-
2021/357.4747.9930.99146.2827.81146.280.01-
2021/238.83-22.294.1488.8125.83158.90.01-
2021/149.98-28.750.1449.9850.14171.010.01集團109年簽約額較108年成長,致110年1月營收較109年同期增加。
2020/1270.137.612.76555.61-4.55166.370.01-
2020/1150.9412.367.41485.51-6.62148.280.01-
2020/1045.34-12.827.95434.57-8.03138.520.01-
2020/952.026.28-3.47389.22-9.59142.170.01-
2020/841.18-15.92-23.97337.22-10.46126.030.01-
2020/748.9836.54-4.97296.04-8.19128.230.01-
2020/635.87-17.29-17.46246.92-8.86132.470.01-
2020/543.37-18.51-5.22211.04-7.22140.130.01-
2020/453.2322.2819.37167.67-7.72134.040.01-
2020/343.5316.73-19.26114.1-16.79114.10.01-
2020/237.2912.01-28.5370.57-15.19132.720.01-
2020/133.29-46.447.2233.297.220.0N/A-
2019/1262.1531.05-20.54582.1-9.140.0N/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)7911.932.35-22.442.07-14.811035.278.865.17-8.663.17-15.012.76-19.7732.79-7.535.02-11.7218.91-20.51
2022 (9)7761.843.0340.932.43150.52951.0134.825.66-0.183.7321.13.440.8835.4562.9939.6730.7523.7944.88
2021 (8)7620.02.15115.00.97-25.95705.426.975.67-13.573.08-16.763.4145.1121.755.7430.3472.016.42114.08
2020 (7)7620.01.00-35.061.31-5.07555.58-4.566.56-4.373.70-0.542.35-18.420.57-5.1217.64-20.97.67-34.83
2019 (6)7620.01.54-35.561.38-24.59582.11-9.146.86-4.463.72-12.262.88-19.7821.68-20.1822.3-27.2411.77-35.61
2018 (5)762-0.132.39-34.881.83-19.38640.7-10.537.180.564.240.713.59-21.7927.16-9.9230.65-23.218.28-34.83
2017 (4)7630.133.6726.122.27-23.83716.071.567.14-18.594.21-28.644.597.4930.15-27.5839.910.3328.0526.18
2016 (3)7620.532.918.582.9839.91705.15.158.778.145.9031.74.2711.4941.6338.6739.7819.7822.238.92
2015 (2)7580.932.68-2.92.135.45670.5816.238.116.994.48-4.273.83-12.9530.0211.133.214.9320.41-2.44
2014 (1)7511.492.7627.192.028.6576.9210.477.5804.6804.40027.0214.231.6526.120.9227.41

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