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)750.00.00.76-22.45-50.00.81-4.71-18.182.9734.39-31.0913.591.873.0323.59-1.91-5.95.51-6.93-32.234.21-23.18-51.270.75-5.06-29.910.57-21.92-50.05.20-20.73-53.324.21-23.18-51.276.02-21.3923.54
24Q2 (19)750.00.00.98-20.33-31.940.8551.79-23.422.2179.67-20.7913.3410.1611.5424.05-0.91-8.735.9213.19-29.445.48-27.99-39.310.7925.4-21.00.73-20.65-32.416.56-30.06-37.645.48-27.99-39.31-3.62-18.04-7.03
24Q1 (18)750.00.01.23-15.75-8.890.56-65.85-49.551.23-78.68-8.8912.11-17.39-1.2224.27-6.33-8.035.23-46.74-42.977.612.28-7.650.63-56.25-43.750.92-15.6-8.919.385.39-11.687.612.28-7.65-3.12-9.85-0.09
23Q4 (17)750.00.01.46-3.95-19.781.6465.66-19.215.7733.874.9114.6611.141.8125.913.35-7.569.8220.79-21.697.44-13.89-21.61.4434.58-20.01.09-4.39-20.448.90-20.11-22.687.44-13.89-21.610.710.8027.42
23Q3 (16)750.00.01.525.56-14.610.99-10.81-7.484.3154.4817.1213.1910.283.7825.07-4.860.728.13-3.1-3.218.64-4.32-17.561.077.00.01.145.56-14.2911.145.89-11.248.64-4.32-17.563.916.12-5.41
23Q2 (15)750.00.01.446.6794.591.110.088.142.79106.6746.8411.96-2.4519.9626.35-0.158.848.39-8.5156.829.039.5962.71.0-10.7188.681.086.9396.3610.52-0.9462.859.039.5962.7-8.65-9.57-22.66
23Q1 (14)750.00.01.35-25.8216.381.11-45.3254.171.35-75.4516.3812.26-14.867.3626.39-5.856.849.17-26.8745.568.24-13.178.561.12-37.7855.561.01-26.2816.0910.62-7.7315.068.24-13.178.56-0.78-11.7922.20
22Q4 (13)750.00.01.822.2554.242.0389.7281.255.5049.463.1914.413.326.4328.0312.62-9.4612.5449.2939.499.49-9.4522.611.868.2276.471.373.0155.6811.51-8.2923.639.49-9.4522.6120.3971.3985.54
22Q3 (12)750.00.01.78140.54100.01.0781.3632.13.6893.68-11.5412.7127.4817.1424.892.81-1.468.4057.0119.1510.4888.8370.131.07101.8940.791.33141.8298.5112.5594.2764.2710.4888.8370.137.3952.1631.65
22Q2 (11)750.00.00.74-36.21-51.320.59-18.06-64.241.9063.79-41.729.97-12.7-19.7324.21-1.98-15.535.35-15.08-55.645.55-26.88-39.340.53-26.39-64.670.55-36.78-51.756.46-30.01-42.735.55-26.88-39.34-6.22-18.95-26.88
22Q1 (10)750.00.01.16-1.69-33.710.72-35.71-62.691.16-78.24-33.7111.420.26-12.6224.70-20.22-14.386.30-29.92-53.887.59-1.94-24.180.72-29.41-59.780.87-1.14-33.599.23-0.86-26.697.59-1.94-24.182.6215.441.28
21Q4 (9)750.00.01.1832.58-58.011.1238.27-57.745.3328.12-20.3311.394.98-22.0430.9622.570.728.9927.52-43.997.7425.65-46.321.0234.21-56.60.8831.34-58.299.3121.86-44.887.7425.65-46.32-3.83-4.44-6.32
21Q3 (8)750.00.00.89-41.45-54.820.81-50.91-51.54.1627.617.2210.85-12.64-13.4825.26-11.86-11.437.05-41.54-44.446.16-32.68-47.750.76-49.33-52.20.67-41.23-54.737.64-32.27-47.356.16-32.68-47.75-8.80-27.30-32.71
21Q2 (7)750.00.01.52-13.1463.441.65-14.51179.663.2686.2971.5812.42-4.9743.4228.66-0.668.0712.06-11.7181.359.15-8.5913.811.5-16.2158.621.14-12.9862.8611.28-10.4117.269.15-8.5913.81-7.75-25.43-20.84
21Q1 (6)750.00.01.75-37.7280.411.93-27.17109.781.75-73.8480.4113.07-10.5424.028.85-6.152.4913.66-14.8954.710.01-30.5844.651.79-23.8392.471.31-37.9179.4512.59-25.4636.8510.01-30.5844.652.992.4615.75
20Q4 (5)750.00.02.8142.6429.492.6558.6817.786.6972.42-11.1614.6116.51-2.2730.747.780.4916.0526.4824.5214.4222.3132.422.3547.821.762.1142.5729.4516.8916.435.5514.4222.3132.42--0.00
20Q3 (4)750.00.01.97111.830.01.67183.050.03.88104.210.012.5444.80.028.527.540.012.6990.830.011.7946.640.01.59174.140.01.48111.430.014.5150.830.011.7946.640.0--0.00
20Q2 (3)750.00.00.93-4.120.00.59-35.870.01.9095.880.08.66-17.840.026.52-5.790.06.65-24.690.08.0416.180.00.58-37.630.00.7-4.110.09.624.570.08.0416.180.0--0.00
20Q1 (2)750.00.00.97-55.30.00.92-59.110.00.97-87.120.010.54-29.50.028.15-7.980.08.83-31.50.06.92-36.460.00.93-51.810.00.73-55.210.09.20-26.160.06.92-36.460.0--0.00
19Q4 (1)750.00.02.170.00.02.250.00.07.530.00.014.950.00.030.590.00.012.890.00.010.890.00.01.930.00.01.630.00.012.460.00.010.890.00.0--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)
2024/105.3821.159.1944.414.8814.59N/A-
2024/94.44-6.96-5.739.034.3113.590.87-
2024/84.779.052.7934.595.7513.360.89-
2024/74.383.9313.8129.826.2413.410.88-
2024/64.21-12.72-2.3325.445.0413.340.79-
2024/54.8212.0619.2121.236.6413.090.8-
2024/44.38.7219.3216.413.4311.950.88-
2024/33.967.5-11.2312.11-1.2312.110.84-
2024/23.68-17.5-10.48.154.4812.690.8-
2024/14.46-1.7721.064.4621.0614.20.72-
2023/124.54-12.48-10.3252.087.3814.660.71-
2023/115.195.423.8447.549.4414.830.7-
2023/104.934.6313.842.3410.1714.280.73-
2023/94.711.421.3837.429.7113.190.8-
2023/84.6420.74-0.9432.7111.0312.80.82-
2023/73.84-10.8113.8828.0713.2912.20.86-
2023/64.316.5315.9424.2213.211.960.85-
2023/54.0512.1625.119.9112.6212.110.83-
2023/43.61-19.1219.3415.879.8312.180.83-
2023/34.468.5119.1812.267.3112.260.85-
2023/24.1111.4721.597.81.5312.870.81-
2023/13.69-27.24-14.243.69-14.2413.760.75-
2022/125.071.3322.5248.51.6114.40.75-
2022/115.015.5432.2743.43-0.3713.970.77-
2022/104.33-6.7924.5838.43-3.4713.660.79-
2022/94.64-0.923.9234.1-6.1512.710.88-
2022/84.6938.8138.2829.46-9.6111.780.95-
2022/73.38-9.2-9.0824.77-15.1610.331.08-
2022/63.7214.95-13.5621.4-16.059.971.05-
2022/53.237.0-16.0717.68-16.5610.01.05-
2022/43.02-19.23-29.1214.45-16.6610.151.03-
2022/33.7410.7-16.1611.42-12.611.420.95-
2022/23.38-21.38-5.847.68-10.7511.820.91-
2022/14.33.95-14.264.3-14.2612.220.88-
2021/124.149.4-24.0447.732.9711.391.04-
2021/113.788.81-16.1743.596.5611.01.08-
2021/103.47-7.28-25.3939.819.3810.611.12-
2021/93.7510.57-17.5736.3414.4910.851.05-
2021/83.39-8.74-15.532.5919.8511.41.0-
2021/73.71-13.67-6.8429.225.9611.870.96-
2021/64.311.6124.4125.4932.7812.420.89-
2021/53.85-9.6334.4921.1934.6112.580.88-
2021/44.26-4.4582.3817.3334.6412.320.9109年4月因COVID-19影響,營收減少;110年4月因景氣復甦,故營收上升。
2021/34.4624.3353.9413.0724.0513.070.81109年3月因COVID-19影響,營收減少;110年3月因景氣復甦,故營收上升。
2021/23.59-28.419.758.6112.714.050.75-
2021/15.02-7.914.95.0214.914.970.71-
2020/125.4520.738.8846.35-20.4214.610.69-
2020/114.51-3.14-14.4240.91-23.1713.710.74-
2020/104.662.43-0.4436.4-24.1413.210.76-
2020/94.5513.35-2.8531.74-26.712.540.78-
2020/84.010.61-19.927.19-29.5911.450.86-
2020/73.9915.29-15.8923.18-31.0310.310.95-
2020/63.4620.65-18.7719.2-33.518.661.21-
2020/52.8722.54-39.5815.74-36.068.11.29-
2020/42.34-19.35-53.2512.87-35.228.511.23因受新冠疫情(COVID-19)影響,客戶端停工,致本公司訂單亦受到延遲出貨。
2020/32.9-11.35-47.0110.54-29.1610.541.02-
2020/23.27-25.06-14.347.64-18.7712.640.85-
2020/14.36-12.72-21.84.36-21.814.640.73-
2019/125.0-5.11-2.4358.25-4.80.0N/A-
2019/115.2712.67-15.0353.25-5.020.0N/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)750.05.744.944.8410.2552.087.3825.911.058.914.78.30-2.244.6412.355.347.884.324.85
2022 (9)750.05.473.014.39-20.3348.51.6125.64-10.08.51-19.948.491.434.13-18.544.950.24.123.26
2021 (8)750.05.31-20.155.51-5.1647.732.9828.49-0.9410.63-9.458.37-22.575.07-6.84.94-18.883.99-20.36
2020 (7)750.06.65-11.215.81-21.3846.35-20.4328.76-1.1711.740.3410.8111.675.44-20.236.09-11.995.01-11.17
2019 (6)750.07.49-2.097.391.0958.25-4.8229.10-0.6511.702.999.682.766.82-1.876.92-4.425.64-2.25
2018 (5)750.07.65-13.177.31-21.3161.211.9429.29-16.3911.36-28.699.42-22.216.95-20.217.24-13.45.77-12.84
2017 (4)750.08.81-10.839.29-9.3754.6720.4535.03-10.5715.93-23.7812.11-25.988.71-8.128.36-9.336.62-10.9
2016 (3)750.09.8813.0410.2520.7345.3921.7939.17-3.8520.90-0.116.36-7.269.4821.549.2215.397.4313.09
2015 (2)750.08.7412.348.4924.1237.2719.8440.74-0.120.922.817.64-6.177.823.227.9913.336.5712.31
2014 (1)750.07.7810.986.845.7231.115.6140.78020.35018.8006.334.987.059.35.8511.01

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