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)900.00.00.18-41.94-43.750.21-25.0-22.220.5647.37-50.05.79-20.36-31.648.06-6.9326.734.14-5.4814.052.83-25.53-16.520.24-25.0-22.580.16-42.86-44.833.68-22.69-12.82.83-25.53-16.523.48150.461337.50
24Q2 (19)900.00.00.31342.86-6.060.282700.0-3.450.38442.86-53.097.2727.32-8.98.6695.9319.284.38793.88-0.233.80227.592.150.32966.67-8.570.28300.0-6.674.76228.28-2.663.80227.592.15-6.07146.431302.38
24Q1 (18)900.00.00.07-50.0-85.420.01-95.24-97.920.07-94.44-85.425.71-39.45-37.394.42-17.07-48.90.49-78.22-91.761.16-11.45-75.420.03-85.71-94.440.07-41.67-83.721.45-2.03-75.471.16-11.45-75.42-14.06-53.12-58.73
23Q4 (17)900.00.00.14-56.25-75.860.21-22.22-65.01.2612.5-46.619.4311.33-5.895.33-16.19-47.92.25-38.02-66.061.31-61.36-74.710.21-32.26-68.180.12-58.62-76.921.48-64.93-76.911.31-61.36-74.718.73-29.64-14.56
23Q3 (16)900.00.00.32-3.03-52.240.27-6.9-50.01.1238.27-37.438.476.141.936.36-12.4-39.63.63-17.31-52.553.39-8.87-53.750.31-11.43-51.560.29-3.33-52.464.22-13.7-53.883.39-8.87-53.75-3.18-17.14-23.24
23Q2 (15)900.00.00.33-31.25-52.860.29-39.58-54.690.8168.75-27.037.98-12.5-7.647.26-16.07-39.354.39-26.22-50.173.72-21.19-49.110.35-35.19-53.950.3-30.23-52.384.89-17.26-48.033.72-21.19-49.11-10.74-24.24-29.79
23Q1 (14)900.00.00.48-17.2417.070.48-20.020.00.48-79.6617.079.12-8.989.358.65-15.444.345.95-10.2610.394.72-8.886.310.54-18.1820.00.43-17.3116.225.91-7.86.294.72-8.886.315.80-15.33-4.45
22Q4 (13)900.00.00.58-13.43-6.450.6011.113.452.3631.8452.2610.0220.5817.1910.23-2.85-11.816.63-13.33-14.785.18-29.33-21.040.663.12-1.490.52-14.75-7.146.41-29.95-21.835.18-29.33-21.048.38-8.86-2.25
22Q3 (12)900.00.00.67-4.2952.270.54-15.6225.581.7961.2692.478.31-3.8229.6410.53-12.03-2.57.65-13.170.267.330.2717.090.64-15.7930.610.61-3.1752.59.15-2.7616.867.330.2717.09-0.1133.2222.19
22Q2 (11)900.00.00.7070.7370.730.6460.088.241.11170.73126.538.643.625.9511.9744.3939.678.8163.4549.587.3164.6434.130.7668.8990.00.6370.2770.279.4169.2438.187.3164.6434.130.5718.4314.48
22Q1 (10)900.00.00.41-33.87485.710.40-31.03400.00.41-73.55485.718.34-2.46103.418.29-28.5334.365.39-30.72175.04.44-32.32175.780.45-32.84462.50.37-33.93428.575.56-32.2173.894.44-32.32175.7815.463.521.93
21Q4 (9)900.00.00.6240.91376.920.5834.88480.01.5566.6715400.08.5533.3998.8411.607.4183.547.781.97200.396.564.79135.970.6736.73509.090.5640.0366.678.204.73145.516.564.79135.9713.4224.1130.68
21Q3 (8)900.00.00.447.321000.00.4326.472050.00.9389.8875.06.41-6.5647.3610.8026.02156.537.6329.54931.086.2614.86627.910.4922.51533.330.48.11900.07.8314.98625.06.2614.86627.9130.38246.51175.74
21Q2 (7)900.0-4.260.41485.714200.00.34325.01800.00.49600.0406.256.8667.3212.098.5738.9260.085.89200.511610.265.45238.513733.330.4400.02100.00.37428.573800.06.81235.473684.215.45238.513733.3331.33219.78152.50
21Q1 (6)900.00.00.07-46.15146.670.08-20.0144.440.07600.0146.674.1-4.65-26.266.17-2.375709.091.96-24.32156.651.61-42.09165.980.08-27.27142.110.07-41.67150.02.03-39.22166.781.61-42.09165.98-2.9089.42190.00
20Q4 (5)900.00.00.13225.00.00.10400.0-9.090.01108.33-92.314.3-1.15-32.186.3250.1218.82.59250.021.62.78223.2655.310.11266.67-21.430.12200.09.093.34209.2648.442.78223.2655.31--0.00
20Q3 (4)90-4.260.00.04500.00.00.02200.00.0-0.1225.00.04.35-28.920.04.2176.890.00.74289.740.00.86673.330.00.03250.00.00.04500.00.01.08668.420.00.86673.330.0--0.00
20Q2 (3)944.440.0-0.0193.330.0-0.0288.890.0-0.16-6.670.06.1210.070.02.382263.640.0-0.3988.730.0-0.1593.850.0-0.0289.470.0-0.0192.860.0-0.1993.750.0-0.1593.850.0--0.00
20Q1 (2)900.00.0-0.15-215.380.0-0.18-263.640.0-0.15-215.380.05.56-12.30.0-0.11-102.070.0-3.46-262.440.0-2.44-236.310.0-0.19-235.710.0-0.14-227.270.0-3.04-235.110.0-2.44-236.310.0--0.00
19Q4 (1)900.00.00.130.00.00.110.00.00.130.00.06.340.00.05.320.00.02.130.00.01.790.00.00.140.00.00.110.00.02.250.00.01.790.00.0--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)
2024/112.0814.71-24.622.65-26.145.73N/A-
2024/101.81-1.75-22.9720.58-26.295.61N/A-
2024/91.84-5.99-34.8518.77-26.65.791.53-
2024/81.96-1.38-43.0516.92-25.576.41.38本期銷貨重量減少且銷貨單價下降
2024/71.99-19.05-9.614.96-22.457.181.23-
2024/62.46-10.35-2.8112.98-24.117.271.29-
2024/52.7432.17-9.5310.52-27.86.951.35-
2024/42.07-3.12-14.397.78-32.595.711.64-
2024/32.1442.83-32.95.71-37.425.711.74-
2024/21.5-27.71-52.043.57-39.857.891.26本期銷貨單價下降且銷貨重量減少所致
2024/12.07-52.08-26.312.07-26.319.151.09-
2023/124.3257.0212.1235.0-0.889.430.91-
2023/112.7517.18-10.7730.67-2.477.931.08-
2023/102.35-16.89-23.5527.92-1.578.621.0-
2023/92.83-17.827.0125.571.098.471.08-
2023/83.4456.538.1922.740.48.171.12-
2023/72.2-12.97-11.4519.3-0.877.751.18-
2023/62.53-16.56-34.7217.10.677.981.17-
2023/53.0325.0732.5714.5711.128.641.08-
2023/42.42-24.06-2.7511.546.68.731.07-
2023/33.192.08-13.19.129.49.120.98-
2023/23.1211.0722.185.9327.089.790.91-
2023/12.81-27.0933.02.8133.09.760.92-
2022/123.8624.9456.8735.3136.2410.020.87本期銷貨重量較去年同期增加
2022/113.090.4-8.4131.4534.078.80.99-
2022/103.0716.3312.9928.3641.28.90.98-
2022/92.64-16.920.3525.2945.628.311.02-
2022/83.1828.0972.5722.6553.729.540.89本期不銹鋼板銷貨重量較去年提升
2022/72.48-35.8428.6419.4751.028.640.98不銹鋼板銷貨重量與價格均較去年提升
2022/63.8769.4624.0516.9854.968.641.01不銹鋼板銷貨重量與價格均較去年提升
2022/52.28-8.256.513.1167.278.441.04本年度不銹鋼板銷貨價格與重量均增加
2022/42.49-32.1456.0810.8390.158.711.0本期銷貨重量與價格均增加
2022/33.6743.53176.438.34103.418.341.05本期不銹鋼板銷貨重量與價格均較去年同期增加
2022/22.5620.983.974.6768.457.131.23本年度不銹鋼板銷貨數量與價格較去年同期提升
2022/12.11-14.052.862.1152.867.941.1本月銷貨重量與價格均較去年同月增加
2021/122.46-27.0545.5525.9227.498.551.34-
2021/113.3723.86121.6623.4625.858.721.31不銹鋼產品銷貨重量增加且價格提升
2021/102.723.31149.920.0917.347.21.59110年10月不銹鋼價格較109年10月上漲,銷貨重量亦增加
2021/92.6342.8760.617.378.346.411.78110年9月不銹鋼價格較109年9月上漲,銷貨重量亦增加.
2021/81.84-4.5143.8414.732.386.891.66-
2021/71.93-38.1335.1512.89-1.667.21.59-
2021/63.1245.4997.6310.96-6.166.860.9110年6月不銹鋼價格較109年6月上漲,銷貨重量亦增加.
2021/52.1434.45-16.657.84-22.385.071.22-
2021/41.5920.17-18.985.69-24.344.311.43-
2021/31.33-4.46-31.094.1-26.244.11.15-
2021/21.390.45-22.912.77-23.684.461.06-
2021/11.38-18.12-24.421.38-24.424.591.03-
2020/121.6911.09-27.3120.33-12.234.31.36-
2020/111.5239.64-23.0518.64-10.554.251.38-
2020/101.09-33.6-46.7217.12-9.244.011.46-
2020/91.6427.9618.3116.03-4.694.351.26-
2020/81.28-10.28-36.5514.39-6.754.291.27-
2020/71.43-9.53-28.7213.11-2.275.580.98-
2020/61.58-38.64-9.0111.682.376.121.1-
2020/52.5730.720.0910.14.416.471.05-
2020/41.972.21-7.777.53-0.045.71.19-
2020/31.936.86-11.075.563.05.561.28-
2020/21.8-1.513.273.6312.445.961.2-
2020/11.83-21.2411.651.8311.650.0N/A-
2019/122.3217.61.1423.16-20.310.0N/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)900.01.26-46.381.26-42.235.0-0.886.88-33.014.04-43.183.25-46.11.41-43.821.43-46.641.14-46.48
2022 (9)900.02.3551.612.1853.5235.3136.2310.275.447.1112.56.0311.462.5153.052.6853.142.1352.14
2021 (8)900.01.5515400.01.42025.9227.59.74233.566.3205.418916.671.6401.7517400.01.413900.0
2020 (7)900.00.01-92.31-0.08020.33-12.222.92-21.51-0.3600.06-87.76-0.0700.01-93.330.01-90.91
2019 (6)900.00.13-87.50.09-90.8223.16-20.333.72-44.230.50-86.840.49-84.880.12-89.090.15-87.070.11-88.3
2018 (5)900.01.0457.580.9858.0629.0727.116.6711.543.8028.383.2424.141.161.761.1661.110.9456.67
2017 (4)900.00.66-10.810.620.022.875.595.98-4.172.96-7.52.61-15.810.68-1.450.72-10.00.6-10.45
2016 (3)900.00.7400.62021.6612.296.2403.2003.1000.6900.800.670
2015 (2)900.0-0.730-0.76019.29-29.73-1.360-4.130-3.420-0.80-0.780-0.660
2014 (1)900.00.20-74.030.9836.1127.45-4.595.3703.2800.6500.912.50.2-76.190.18-73.91

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