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(%)
24Q1 (20)911.111.110.3939.29221.880.19-65.45170.370.39-63.55221.886.24-10.8616.4243.08-0.8710.723.51-54.88162.95.6858.22205.580.22-59.26173.330.3644.0224.146.5855.56203.625.6858.22205.58-1.91-9.77-21.62
23Q4 (19)900.00.00.28-58.82126.670.5522.22159.781.0735.44-76.747.07.0322.5943.46-1.0106.567.78-0.26140.293.59-61.81121.650.545.88149.090.25-59.68126.324.23-61.41119.93.59-61.81121.655.751.5433.69
23Q3 (18)900.00.00.6861.9151.850.4545.16462.50.79618.18-86.026.544.4714.5443.904.3-7.467.8040.79304.159.4053.59118.60.5145.71363.640.6263.16148.010.9655.02112.829.4053.59118.610.63146.57129.99
23Q2 (17)900.00.00.42231.25-71.030.31214.81-75.40.11134.38-97.956.2616.79-27.3842.098.17-13.225.54199.28-65.26.12213.75-59.520.35216.67-74.450.38231.03-70.997.07211.34-60.16.12213.75-59.525.33150.38142.73
23Q1 (16)900.00.0-0.3269.52-108.14-0.2770.65-107.38-0.32-106.96-108.145.36-6.13-56.7738.9184.93-31.41-5.5871.1-117.23-5.3867.55-118.8-0.372.73-107.48-0.2969.47-108.17-6.3570.13-118.58-5.3867.55-118.8-3.06-209.69-589.67
22Q4 (15)900.00.0-1.05-488.89-141.67-0.92-1250.0-136.364.60-18.58-28.245.710.0-45.221.04-55.65-60.05-19.31-1100.52-175.08-16.58-485.58-176.48-1.1-1100.0-141.04-0.95-480.0-142.04-21.26-512.82-184.03-16.58-485.58-176.48-16.88-285.13-671.83
22Q3 (14)900.00.00.27-81.38-86.290.08-93.65-95.855.655.2145.245.71-33.76-34.4447.44-2.19-8.311.93-87.88-91.834.30-71.56-78.780.11-91.97-94.660.25-80.92-85.85.15-70.94-78.184.30-71.56-78.78-32.12-72.24-79.61
22Q2 (13)900.00.01.45-63.12.841.26-65.57-16.565.3736.64178.248.62-30.4814.9348.50-14.51-3.9215.92-50.85-22.5315.12-47.15-10.691.37-65.84-11.041.31-63.13.1517.72-48.16-8.0415.12-47.15-10.69-5.74-3.57-10.45
22Q1 (12)900.00.03.9355.95670.593.6644.66590.573.93-38.69670.5912.419.0113.4356.737.7124.5432.3925.93238.4528.6131.96260.784.0149.63616.073.5557.08671.7434.1835.1269.5128.6131.96260.7819.3141.9437.88
21Q4 (11)900.00.02.5227.92375.472.5331.09301.596.4164.7873.7110.4219.6363.0752.671.822.3225.728.89155.4121.687.01193.372.6830.1318.752.2628.41380.8525.307.2195.2221.687.01193.3717.8833.8229.45
21Q3 (10)900.00.01.9739.7275.891.9327.8163.563.89101.5523.18.7116.1327.3451.742.516.0623.6214.9459.2720.2619.6737.642.0633.77101.961.7638.5874.2623.6022.4769.7820.2619.6737.6422.61108.09106.36
21Q2 (9)900.00.01.41176.478.461.51184.9111.031.93278.43-5.397.529.095.1950.4810.827.6620.55114.733.7416.93113.493.111.54175.09.221.27176.098.5519.27108.322.0716.93113.493.1110.0086.3584.52
21Q1 (8)900.00.00.51-3.77-30.140.53-15.87-22.060.51-86.18-30.145.81-9.087.7945.555.78-6.089.57-4.97-29.167.937.31-35.050.56-12.5-23.290.46-2.13-30.39.257.93-34.727.937.31-35.05-7.83-28.23-31.24
20Q4 (7)900.00.00.53-52.68-3.640.63-46.61-3.083.6916.7766.226.39-6.5818.5543.06-3.41-6.910.07-32.1-19.387.39-49.8-19.320.64-37.25-4.480.47-53.47-4.088.57-38.35-19.537.39-49.8-19.32-5.33-33.27-29.93
20Q3 (6)900.00.01.12-13.8553.421.18-13.2459.463.1654.989.226.84-4.0724.5944.58-4.93-10.6414.83-25.145.6314.72-10.3523.281.02-27.6632.471.01-13.6853.0313.90-26.380.1414.72-10.3523.2814.1132.1243.38
20Q2 (5)900.00.01.3078.08103.121.36100.0138.62.04179.45119.357.1332.2853.046.89-3.32-5.8619.8146.6349.416.4234.4833.61.4193.15127.421.1777.27105.2618.8833.2431.4816.4234.4833.6--0.00
20Q1 (4)900.00.00.7332.730.00.684.620.00.73-67.120.05.390.00.048.504.860.013.518.170.012.2133.30.00.738.960.00.6634.690.014.1733.050.012.2133.30.0--0.00
19Q4 (3)900.00.00.55-24.660.00.65-12.160.02.2232.930.05.39-1.820.046.25-7.30.012.49-11.040.09.16-23.280.00.67-12.990.00.49-25.760.010.65-23.270.09.16-23.280.0--0.00
19Q3 (2)900.00.00.7314.060.00.7429.820.01.6779.570.05.4917.810.049.890.160.014.045.880.011.94-2.850.00.7724.190.00.6615.790.013.88-3.340.011.94-2.850.0--0.00
19Q2 (1)900.00.00.640.00.00.570.00.00.930.00.04.660.00.049.810.00.013.260.00.012.290.00.00.620.00.00.570.00.014.360.00.012.290.00.0--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)
2024/42.3611.929.788.614.596.21N/A-
2024/32.1120.7-2.896.2416.516.240.93-
2024/21.74-26.98-2.994.1329.736.40.91-
2024/12.395.2572.132.3972.137.040.83市場客戶需求增加
2023/122.27-4.6610.3625.16-22.447.00.9-
2023/112.381.4430.9122.89-24.677.160.88-
2023/102.35-3.4927.8520.5-28.216.80.92-
2023/92.4320.2330.818.16-32.066.541.16-
2023/82.02-3.1215.715.72-36.766.161.23-
2023/72.091.78-0.4813.7-40.736.21.22-
2023/62.05-0.22-14.9211.61-44.756.261.54-
2023/52.06-4.2-28.589.56-48.626.371.51-
2023/42.15-1.0-35.547.5-52.296.111.58市場客戶需求減少
2023/32.1720.58-48.55.36-56.795.362.22市場客戶需求減少
2023/21.829.56-53.553.19-61.055.242.27市場客戶需求減少
2023/11.39-32.51-67.791.39-67.795.262.26市場客戶需求減少
2022/122.0613.08-45.9432.440.05.712.38-
2022/111.82-0.91-46.3930.386.15.522.47-
2022/101.84-1.27-42.9328.5613.175.442.5-
2022/91.866.35-42.0826.7321.375.712.63-
2022/81.75-16.67-37.5424.8732.26.262.4-
2022/72.1-12.98-22.1423.1244.47.392.03-
2022/62.41-16.24-6.5921.0257.888.621.48市場客戶需求增加
2022/52.88-13.5522.7918.6173.3910.421.22市場客戶需求增加
2022/43.33-20.9129.3715.7387.5411.421.12市場客戶需求增加
2022/34.218.7775.8312.4113.3212.40.97市場客戶需求增加
2022/23.87-10.17160.298.18139.6211.991.0市場客戶需求增加
2022/14.3113.27123.664.31123.6611.511.04市場客戶需求增加
2021/123.8112.1390.1332.4425.9310.420.92市場客戶需求增加
2021/113.395.4654.6228.6320.529.820.98市場客戶需求增加
2021/103.220.246.6225.2417.049.231.04-
2021/93.2114.6941.1422.0213.698.710.92-
2021/82.83.8619.7518.8110.048.080.99-
2021/72.74.3920.8116.018.57.621.05-
2021/62.5810.15.7913.316.317.50.93-
2021/52.35-8.920.6810.736.437.320.96-
2021/42.577.499.048.398.166.461.08-
2021/32.461.0112.195.817.775.811.05-
2021/21.49-22.81-11.173.424.875.421.12-
2021/11.93-3.721.871.9321.876.120.99-
2020/122.0-8.814.2925.7631.516.390.79-
2020/112.190.0117.4323.7633.26.660.76-
2020/102.19-3.5324.221.5635.056.810.74-
2020/92.28-2.6814.7419.3736.46.840.64-
2020/82.344.7726.3217.0939.917.010.62-
2020/72.23-8.5734.3314.7542.347.00.62-
2020/62.444.7949.7412.5243.877.130.54-
2020/52.33-1.3650.2310.0842.526.830.57客戶需求增加
2020/42.3610.659.937.7540.356.170.63客戶需求增加
2020/32.1327.4773.15.3933.215.390.74客戶需求增加
2020/21.675.8955.683.2615.725.010.791.109.2工作天數較去年同期增加 2.客戶需求增加
2020/11.58-9.69-9.01.58-9.05.20.76-
2019/121.75-6.335.8619.593.875.390.43-
2019/111.875.7719.3517.831.525.620.41-
2019/101.77-10.8810.1415.97-0.225.60.41-
2019/91.987.1323.4914.2-1.375.490.47-
2019/81.8511.418.812.22-4.495.140.5-
2019/71.661.9-5.6610.36-6.534.840.53-
2019/61.635.13-17.928.7-6.70.0N/A-
2019/51.555.0-1.657.07-3.660.0N/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)900.01.07-76.331.05-74.225.16-22.4442.26-9.354.39-67.63.82-70.131.1-74.941.12-76.860.97-76.63
2022 (9)900.04.52-28.714.07-37.2932.440.046.62-7.9413.55-35.6912.79-27.94.39-35.724.84-27.444.15-27.83
2021 (8)900.06.3474.666.4968.5732.4425.9350.6410.9121.0742.8517.7438.056.8379.746.6784.765.7573.72
2020 (7)900.03.6366.513.8575.025.7631.545.66-5.9914.7524.3712.8526.63.863.793.6155.63.3166.33
2019 (6)900.02.18-18.962.20-4.7619.593.8748.570.2511.86-5.8710.15-21.922.32-2.522.32-14.711.99-18.78
2018 (5)900.02.6985.522.314.0518.865.5448.45-1.0812.600.7213.0077.112.386.252.7278.952.4587.02
2017 (4)900.01.45-42.02.22-15.2717.871.6548.98-2.9712.51-18.137.34-43.12.24-16.731.52-41.091.31-42.29
2016 (3)901.122.50-16.112.62-8.0717.58-6.7450.486.2515.28-2.1112.90-9.662.69-8.52.58-15.132.27-15.61
2015 (2)891.142.98-38.32.85-31.9818.85-14.3647.515.6715.61-16.0314.28-26.432.94-28.123.04-33.192.69-37.0
2014 (1)881.154.8304.19022.0153.0644.96018.59019.4104.0904.5504.270

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