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)1730.00.00.6516.0732.651.08116.0237.51.7161.32297.6715.6421.4318.1324.592.8918.1113.5356.42125.127.21-3.7413.012.1290.99165.01.1316.4934.528.88-6.237.97.21-3.7413.0118.3214.0497.28
24Q2 (19)1730.02.370.5612.0366.670.5078.575100.01.06112.01866.6712.8815.2126.6523.904.2329.548.6510.33633.057.49-4.34272.641.1126.14825.00.9710.23385.09.47-16.27194.17.49-4.34272.641.08103.0610.49
24Q1 (18)1730.02.370.50194.12377.780.28-57.58100.00.50-16.67377.7811.18-13.0621.5222.932.0933.77.84-25.33321.517.83249.55342.410.88-34.81417.650.88203.45393.3311.31190.0377.897.83249.55342.41-7.9664.4124.34
23Q4 (17)1730.02.370.17-65.31-10.530.66106.25-31.250.6039.53-54.212.86-2.876.2822.467.88-9.7310.5074.71-17.02.24-64.89-14.51.3568.75-11.760.29-65.48-9.383.90-52.61146.842.24-64.89-14.513.66121.511703.12
23Q3 (16)1732.372.370.49308.33-20.970.323300.0300.00.43816.67-61.6113.2430.19-0.620.8212.8518.776.01409.3262.876.38217.41-18.10.8566.6763.270.84320.0-19.238.23155.59-21.396.38217.41-18.120.37237.501596.43
23Q2 (15)1690.00.00.12166.67-77.78-0.01-107.14-103.7-0.0666.67-112.010.1710.54-35.0618.457.5827.071.18-36.56-71.632.01162.23-65.640.12-29.41-81.540.2166.67-78.263.22179.12-54.522.01162.23-65.64-6.71-14.04-96.28
23Q1 (14)1690.00.0-0.18-194.74-350.00.14-85.42207.69-0.18-113.74-350.09.2-23.97-21.9717.15-31.0727.411.86-85.3513.33-3.23-223.28-476.790.17-88.89440.0-0.3-193.75-328.57-4.07-357.59-532.98-3.23-223.28-476.79-16.56-132.05507.29
22Q4 (13)1690.0-0.590.19-69.35171.430.961100.0638.461.3116.96184.7812.1-9.16-8.6124.8841.9351.9912.65242.82290.432.62-66.37197.731.53212.24255.810.32-69.23166.671.58-84.91-36.552.62-66.37197.73-12.05-27.27514.82
22Q3 (12)1690.0-0.590.6214.81338.460.08-70.37140.01.12124.0187.1813.32-14.9414.2417.5320.7388.93.69-11.3247.67.7933.16304.460.49-24.62268.971.0413.04336.3610.4747.88414.417.7933.16304.468.94732.40118.66
22Q2 (11)1690.0-0.590.541450.0184.210.27307.69-32.50.501350.0-23.0815.6632.8222.1514.527.88-10.154.161024.44-29.375.851144.64128.520.651400.0-13.330.921414.29178.797.08653.19137.585.851144.64128.5210.94646.4353.84
22Q1 (10)169-0.59-0.59-0.04-157.14-108.7-0.13-200.0-127.66-0.04-108.7-108.711.79-10.95-1.3413.46-17.78-34.79-0.45-113.89-105.68-0.56-163.64-108.6-0.05-111.63-105.26-0.07-158.33-108.970.94-62.25-87.7-0.56-163.64-108.61.30-15.11-17.50
21Q4 (9)1700.00.00.07126.92-88.710.13165.0-85.870.4617.95-78.513.2413.55-18.3216.3776.4-29.83.24229.6-75.040.88123.1-86.360.43248.28-79.520.12127.27-88.462.49174.77-73.840.88123.1-86.362.25-54.967.50
21Q3 (8)1700.00.0-0.26-236.84-125.0-0.20-150.0-115.50.39-40.0-74.5111.66-9.05-44.09.28-42.57-58.27-2.50-142.44-119.46-3.81-248.83-144.82-0.29-138.67-110.86-0.44-233.33-124.86-3.33-211.74-131.39-3.81-248.83-144.82-0.89-147.77-82.44
21Q2 (7)1700.00.00.19-58.7-57.780.40-14.89-34.430.6541.332.6512.827.28-9.6516.16-21.71-16.625.89-25.63-34.262.56-60.68-52.330.75-21.05-40.940.33-57.69-56.582.98-60.99-57.02.56-60.68-52.33-9.50-42.26-31.90
21Q1 (6)1700.00.00.46-25.811050.00.47-48.911666.670.46-78.51050.011.95-26.2832.6320.64-11.4933.337.92-38.981337.56.510.93779.730.95-54.761683.330.78-25.01014.297.64-19.75932.436.510.93779.73-24.21-33.09-38.80
20Q4 (5)1700.00.00.62-40.38313.330.92-28.68162.862.1439.8742.6716.21-22.146.8623.324.8659.412.981.01202.566.45-24.12272.832.1-21.35223.081.04-41.24300.09.52-10.27359.96.45-24.12272.83--0.00
20Q3 (4)1700.00.01.04131.110.01.29111.480.01.53212.240.020.8246.720.022.2414.760.012.8543.420.08.5058.290.02.67110.240.01.77132.890.010.6153.10.08.5058.290.0--0.00
20Q2 (3)1700.00.00.451025.00.00.612133.330.00.491125.00.014.1957.490.019.3825.190.08.961500.00.05.37625.680.01.272216.670.00.76985.710.06.93836.490.05.37625.680.0--0.00
20Q1 (2)1700.00.00.04-73.330.0-0.03-108.570.00.04-97.330.09.01-40.610.015.485.810.0-0.64-114.920.00.74-57.230.0-0.06-109.230.00.07-73.080.00.74-64.250.00.74-57.230.0--0.00
19Q4 (1)1700.00.00.150.00.00.350.00.01.500.00.015.170.00.014.630.00.04.290.00.01.730.00.00.650.00.00.260.00.02.070.00.01.730.00.0--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)
2024/114.51-13.938.9149.4518.0214.92N/A-
2024/105.231.021.7344.9419.0115.58N/A-
2024/95.180.2535.5539.7121.7415.640.72-
2024/85.17-2.397.2134.5219.9115.250.74-
2024/75.2910.6115.1529.3622.4614.340.79-
2024/64.7912.4840.2924.0624.1912.880.79-
2024/54.2610.8325.4719.2720.7512.310.82-
2024/43.84-8.8613.8515.0219.4811.190.91-
2024/34.2134.0840.8811.1821.5411.180.88-
2024/23.14-17.8327.766.9712.2310.490.94-
2024/13.828.562.043.822.0411.480.85-
2023/123.52-14.84-16.7345.42-14.0912.80.71-
2023/114.14-19.624.0141.9-13.8613.10.69-
2023/105.1534.6113.5837.76-16.6513.790.66-
2023/93.82-20.7-10.5332.61-20.0113.240.68-
2023/84.824.8315.9128.79-21.1212.830.7-
2023/74.634.75-2.6523.97-25.8811.40.78-
2023/63.410.6-37.7419.37-29.8610.180.84-
2023/53.390.56-43.515.96-27.99.750.87-
2023/43.3712.76-20.9212.57-22.18.820.96-
2023/32.9921.59-30.559.2-22.529.21.01-
2023/22.46-34.37-28.786.21-17.9510.440.89-
2023/13.75-11.41-8.863.75-8.8611.310.82-
2022/124.2326.82-8.0452.876.3912.10.79-
2022/113.34-26.37-24.1248.647.8612.140.79-
2022/104.536.024.3145.3111.3212.960.74-
2022/94.272.7552.2240.7812.1613.150.69本期較去年同期增加原因係訂單及船期較為回穩所致
2022/84.16-11.95-2.9336.58.8114.360.63-
2022/74.72-13.82-5.3832.3410.5316.210.56-
2022/65.48-8.723.0427.6213.815.750.56-
2022/56.040.7675.4822.1411.7214.570.6本期較去年同期增加原因係訂單及船期較為回穩所致
2022/44.27-0.95-4.3316.14-1.5712.020.73-
2022/34.3124.693.3611.87-0.5411.870.76-
2022/23.45-16.026.767.57-2.6412.170.74-
2022/14.11-10.61-9.354.11-9.3513.110.69-
2021/124.64.65-19.1349.69-18.4613.340.67-
2021/114.41.21-9.7345.09-18.3911.550.77-
2021/104.3454.73-31.6640.7-19.2311.430.78-
2021/92.81-34.48-61.3536.35-17.4312.080.74越南疫情及貨物塞港所致
2021/84.28-14.17-33.8233.55-8.7613.730.65-
2021/74.9912.06-29.7629.26-3.412.870.7-
2021/64.4530.19-23.0124.274.6712.330.79-
2021/53.42-23.25-30.6619.8213.8812.050.81-
2021/44.467.0138.8616.3931.511.860.82-
2021/34.1728.823.8211.9428.9511.940.83-
2021/23.23-28.721.267.7731.8913.460.74-
2021/14.54-20.2640.674.5440.6715.10.66-
2020/125.6916.8216.7660.957.5316.920.54-
2020/114.87-23.37-2.8955.266.6718.490.49-
2020/106.36-12.4825.750.397.6920.090.45-
2020/97.2612.1637.3944.035.5120.840.39-
2020/86.47-8.937.3636.770.8819.370.42-
2020/77.1122.8450.3730.29-4.5217.830.45本月較去年同期增加50.38%,主要係因客戶需求增加及本期新產品訂單較去年同期增加所致
2020/65.7917.2630.4623.19-14.1313.930.53-
2020/54.9353.68-13.2917.4-22.911.510.64-
2020/43.21-4.57-42.8412.47-26.149.240.79-
2020/33.3626.14-18.619.26-17.819.260.83-
2020/22.67-17.287.55.89-17.3410.760.72-
2020/13.22-33.81-30.63.22-30.60.0N/A-
2019/124.87-2.8415.0656.6726.020.0N/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)1732.370.60-54.21.12-4.2745.47-14.020.0114.935.368.282.29-45.082.44-6.871.54-45.21.04-52.94
2022 (9)169-0.591.31184.781.1746.2552.876.4417.4111.034.9533.784.17165.612.6242.392.81126.612.21183.33
2021 (8)1700.00.46-78.50.80-71.3349.67-17.5315.68-24.723.70-62.781.57-74.011.84-69.281.24-74.110.78-78.57
2020 (7)1700.02.1443.622.7946.0760.236.3220.8318.029.9443.856.0434.825.9952.814.7952.063.6443.31
2019 (6)1707.591.494.21.9129.9356.6527.1617.65-4.086.910.884.48-11.643.9228.523.1513.722.5412.39
2018 (5)1582.61.4313.491.4717.644.558.3418.40-9.46.8510.845.077.423.0520.082.7719.42.2616.49
2017 (4)1540.01.26200.01.25127.2741.1217.2220.3113.086.1877.594.72160.772.54108.22.32154.951.94203.12
2016 (3)15410.00.42-16.00.5519.5735.087.1517.969.453.4840.321.81-15.421.2250.620.9126.390.64-8.57
2015 (2)1407.690.500.00.46032.7414.9216.4154.672.4802.14-6.960.8100.72-8.860.76.06
2014 (1)1309.240.500-1.07028.49-12.5810.610-6.0402.300-1.7200.7900.660

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