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)340.00.00.5218.18-46.390.29-9.38-50.851.4953.61-23.21.9514.04-13.3333.14-9.58-9.759.107.06-36.768.952.87-38.190.1820.0-43.750.1713.33-48.4812.4617.22-37.768.952.87-38.1915.581.4011.97
24Q2 (19)340.00.00.44-15.3818.920.3233.33-36.00.9786.540.01.7117.120.036.65-3.653.188.504.42-3.748.70-28.0418.210.1525.00.00.15-16.6715.3810.63-30.1669.08.70-28.0418.21-9.84-13.62-18.15
24Q1 (18)340.00.00.52-11.86-11.860.24-69.62-45.450.52-79.37-11.861.46-36.8-19.3438.043.914.198.14-40.97-31.8312.0941.99.710.12-62.5-45.450.18-10.0-10.015.2240.85.412.0941.99.71-17.06-25.52-17.86
23Q4 (17)340.00.00.59-39.18-31.40.7933.9-13.192.5229.9-30.392.312.67-1.2836.61-0.31.8113.79-4.17-8.748.52-41.16-30.620.320.0-8.570.2-39.39-31.0310.81-46.0-23.988.52-41.16-30.6217.1261.4925.95
23Q3 (16)340.00.00.97162.16-29.710.5918.0-41.01.94100.0-29.962.2531.58-21.0536.723.383.9314.3962.97-20.7214.4896.74-11.270.32113.33-38.460.33153.85-28.2620.02218.28-11.0614.4896.74-11.2713.0362.4415.82
23Q2 (15)340.00.00.37-37.29-54.320.5013.64-39.020.9764.41-29.711.71-5.52-34.2335.52-2.717.348.83-26.05-44.437.36-33.21-29.570.15-31.82-63.410.13-35.0-51.856.29-56.44-59.767.36-33.21-29.57-14.08-34.34-19.00
23Q1 (14)340.00.00.59-31.43.510.44-51.657.320.59-83.73.511.81-22.656.4736.511.536.2311.94-20.987.5711.02-10.26-2.820.22-37.1415.790.2-31.035.2614.441.552.2711.02-10.26-2.82-20.27-34.54-30.32
22Q4 (13)340.00.00.86-37.6834.370.91-9.046.773.6230.6942.522.34-17.89-7.8735.961.7822.5215.11-16.7531.3912.28-24.7545.670.35-32.6920.690.29-36.9638.114.22-36.8324.7412.28-24.7545.67-4.1416.356.47
22Q3 (12)340.00.01.3870.3748.391.0021.9535.142.77100.7245.792.859.62-5.6335.336.7736.3618.1514.2247.5616.3256.1757.530.5226.8340.540.4670.3748.3922.5144.0256.2116.3256.1757.5331.2856.2460.98
22Q2 (11)340.00.00.8142.11161.290.82100.0115.791.38142.1142.272.652.9434.0233.09-3.7215.4215.8943.1563.1410.45-7.8595.330.41115.79115.790.2742.11170.015.6310.6994.1610.45-7.8595.339.9315.5933.06
22Q1 (10)340.00.00.57-10.94-13.640.41-33.87-42.250.57-77.56-13.641.7-33.07-29.7534.3717.113.3911.10-3.48-20.9411.3434.5223.130.19-34.48-44.120.19-9.52-13.6414.1223.867.4611.3434.5223.13-24.48-21.06-25.04
21Q4 (9)340.00.00.64-31.1852.380.62-16.2277.142.5433.6880.142.54-15.8968.2129.3513.28-13.8311.50-6.55.028.43-18.63-8.860.29-21.6270.590.21-32.2650.011.40-20.89-7.848.43-18.63-8.8619.8984.4139.26
21Q3 (8)340.00.00.93200.082.350.7494.7494.741.9095.8891.923.0255.67108.2825.91-9.63-20.7412.3026.283.810.3693.64-11.680.3794.74117.650.31210.082.3514.4179.010.2810.3693.64-11.6817.9273.4824.13
21Q2 (7)340.00.00.31-53.0324.00.38-46.488.570.9746.9797.961.94-19.8355.228.67-5.41-12.839.74-30.63-10.565.35-41.91-22.130.19-44.1235.710.1-54.5511.118.05-38.74-7.475.35-41.91-22.1320.212.0528.19
21Q1 (6)340.00.00.6657.14186.960.71102.86294.440.66-53.19186.962.4260.26178.1630.31-11.01-20.4914.0428.2255.489.21-0.433.250.34100.0325.00.2257.14175.013.146.2215.989.21-0.433.2532.2019.7547.48
20Q4 (5)340.00.00.42-17.65133.330.35-7.8934.621.4142.4271.951.514.1441.1234.064.19-4.6710.95-7.597.679.25-21.1460.870.170.054.550.14-17.65133.3312.37-13.9270.869.25-21.1460.87--0.00
20Q3 (4)340.00.00.51104.00.00.388.570.00.99102.040.01.4516.00.032.69-0.610.011.858.820.011.7370.740.00.1721.430.00.1788.890.014.3765.170.011.7370.740.0--0.00
20Q2 (3)340.00.00.258.70.00.3594.440.00.49113.040.01.2543.680.032.89-13.720.010.8920.60.06.87-22.980.00.1475.00.00.0912.50.08.70-23.210.06.87-22.980.0--0.00
20Q1 (2)340.00.00.2327.780.00.18-30.770.00.23-71.950.00.87-18.690.038.126.690.09.03-11.210.08.9255.130.00.08-27.270.00.0833.330.011.3356.490.08.9255.130.0--0.00
19Q4 (1)340.00.00.180.00.00.260.00.00.820.00.01.070.00.035.730.00.010.170.00.05.750.00.00.110.00.00.060.00.07.240.00.05.750.00.0--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)
2024/100.6514.04-19.265.77-12.331.81N/A-
2024/90.57-2.83-17.425.12-11.361.950.86-
2024/80.59-25.94-40.024.55-10.541.940.86-
2024/70.7941.9434.083.96-3.521.910.87-
2024/60.56-0.8533.153.17-9.841.710.99-
2024/50.56-4.82-5.062.61-15.661.651.03-
2024/40.5920.22-15.062.05-18.171.561.09-
2024/30.494.42-17.921.46-19.371.461.19-
2024/20.47-4.68-23.50.97-20.091.541.13-
2024/10.49-13.17-16.530.49-16.531.990.88-
2023/120.57-38.28-3.068.08-14.882.30.66-
2023/110.9214.56-4.427.51-15.662.420.62-
2023/100.8116.631.986.58-17.022.480.61-
2023/90.69-29.43-39.275.78-19.132.260.76-
2023/80.9865.56-7.635.09-15.311.990.86-
2023/70.5940.95-9.024.11-16.961.61.07-
2023/60.42-29.31-59.393.52-18.161.710.97112/6營收減少,主要係子公司INNOVA與Amazon尚在洽談合約條件及Amazon尚在去化庫存,故Amazon減少下單,致使營收衰退
2023/50.59-14.84-14.933.1-5.121.890.88-
2023/40.716.16-19.672.51-2.461.910.87-
2023/30.6-2.67-0.481.816.311.810.95-
2023/20.624.031.441.2110.051.80.96-
2023/10.590.83-5.870.59-5.872.150.8-
2022/120.59-39.14-30.929.49-4.352.340.61-
2022/110.9722.246.398.9-1.852.890.49-
2022/100.79-30.551.027.94-2.772.990.48-
2022/91.147.3411.687.15-3.182.850.54-
2022/81.0663.07-1.266.01-5.552.740.57-
2022/70.65-37.08-30.264.95-6.432.380.65-
2022/61.0348.0675.124.3-1.332.60.52係因各國放寬對新冠肺炎之管制措施,致使消費者購買意願增加,故本月營收較去年同期成長
2022/50.7-19.5913.973.27-13.32.170.62-
2022/40.8743.9317.242.57-18.591.940.69-
2022/30.628.55-34.731.7-29.571.70.82-
2022/20.47-25.52-50.191.1-26.371.950.72係因新冠肺炎疫情的影響,致使國外市場需求減少
2022/10.63-25.9914.330.6314.332.390.59-
2021/120.85-6.2769.129.9295.282.540.41因國內外市場需求增加,且自110/01/08起新增1家子公司,以致本月營收增加達50%以上
2021/110.9116.0772.669.0798.152.710.39因國外市場需求增加,且自110/01/08起新增1家子公司,以致本月營收增加達50%以上
2021/100.78-23.2273.868.16101.462.870.37因國外市場需求增加,且自110/01/08起新增1家子公司,以致本月營收增加達50%以上
2021/91.02-5.0994.517.38104.913.020.42因國外市場需求增加,且自110/01/08起新增1家子公司,以致本月營收增加達50%以上
2021/81.0715.17129.846.36106.672.590.49因國外市場需求增加,且自110/01/08起新增1家子公司,以致本月營收增加達50%以上
2021/70.9358.088.735.29102.532.130.6係因自1/8起新增1家子公司,以致本年營收增加達50%以上
2021/60.59-3.6330.854.36105.751.940.65係因自1/8起新增1家子公司,以致本年營收增加達50%以上
2021/50.61-17.2956.943.77126.02.280.55係因國外市場需求增加,且自1/8起新增1家子公司,以致本月營收增加達50%以上
2021/40.74-19.8782.923.16147.082.60.48係因國內外市場需求增加,且自1/8起新增1家子公司,以致本月營收增加達50%以上
2021/30.92-1.88184.162.42176.832.420.5係因國內外市場需求增加,且自1/8起新增1家子公司,以致本月營收增加達50%以上
2021/20.9470.95254.931.49172.481.990.61係因自1/8起新增1家子公司,以致本月營收增加達50%以上
2021/10.559.4695.030.5595.031.580.77係因國內外市場需求增加,且自1/8起新增1家子公司,以致本月營收增加達95.03%
2020/120.5-4.341.685.0823.911.480.51-
2020/110.5316.8742.234.5822.221.50.51-
2020/100.45-14.130.074.0520.031.440.53-
2020/90.5212.1489.463.618.891.480.65係因國內外市場需求增加,以致本月營收增加達89.46%
2020/80.47-5.4234.253.0811.81.410.69-
2020/70.499.5428.162.618.561.330.73-
2020/60.4515.5766.772.124.821.250.78係因國內外市場需求增加,以致本月營收增加達66.77%
2020/50.39-3.6-5.471.67-4.741.120.87-
2020/40.424.465.381.28-4.510.990.98-
2020/30.3322.54-5.710.87-8.490.871.31-
2020/20.27-6.06-11.390.55-10.070.91.26-
2020/10.28-20.47-8.790.28-8.791.011.13-
2019/120.36-3.93-12.334.1-16.10.0N/A-
2019/110.376.87-17.093.74-16.440.0N/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)340.02.51-30.282.32-26.358.08-14.8636.394.8712.49-19.4710.50-18.11.01-31.291.07-33.950.85-30.33
2022 (9)340.03.6042.293.1527.539.49-4.3334.7022.1815.5129.0312.8248.91.4723.531.6235.01.2243.53
2021 (8)340.02.5379.432.4799.199.9295.2828.40-16.6712.0210.688.61-7.621.19116.361.2100.00.8580.85
2020 (7)340.01.4171.951.2474.655.0823.934.080.6210.8646.569.3238.070.5583.330.671.430.4767.86
2019 (6)340.00.82-21.150.719.234.1-16.1633.8716.717.4115.426.75-5.730.3-3.230.35-22.220.28-20.0
2018 (5)340.01.0428.40.6571.054.8910.3829.02-1.496.4246.587.1616.990.3163.160.4536.360.3529.63
2017 (4)340.00.8100.38-7.324.43-0.8929.464.254.3822.356.1200.1918.750.3300.270
2016 (3)340.0-0.6400.41355.564.47-14.5328.261.513.58167.16-4.8400.16128.57-0.20-0.220
2015 (2)340.00.40-36.510.09-57.145.23-14.427.84-2.421.34-37.962.58-25.860.07-46.150.17-37.040.13-38.1
2014 (1)340.00.63-45.220.21-67.696.11-16.5328.5302.1603.4800.13-59.380.27-44.90.21-46.15

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