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)500.00.00.262500.0100.0-0.12-220.0-175.00.26-10.34100.01.11-5.93-13.2830.49-9.98-11.52-3.84-291.04-147.8811.592172.55129.05-0.04-300.0-140.00.131200.0116.6712.921431.96103.4611.592172.55129.05-1.211210.00190.00
23Q4 (19)500.00.00.01-80.0-97.670.10600.0-80.770.297.41-90.521.183.51-28.0533.879.68-20.062.01287.85-89.030.51-78.57-96.150.02300.0-93.330.01-66.67-95.45-0.97-134.15-106.170.51-78.57-96.155.53-62.22300.00
23Q3 (18)500.00.00.05-44.44-94.38-0.020-103.120.2722.73-89.731.147.55-39.3630.880.65-29.29-1.0761.09-104.752.38-44.39-89.9-0.0166.67-102.380.03-40.0-93.182.8421.89-90.152.38-44.39-89.9-4.82-37.60-50.00
23Q2 (17)500.00.00.09-30.77-90.910.00-100.0-100.00.2269.23-87.361.06-17.19-41.7630.68-10.97-30.07-2.75-134.29-111.474.28-15.42-84.26-0.03-130.0-106.820.05-16.67-90.02.33-63.31-92.354.28-15.42-84.26-19.57-50.27-84.62
23Q1 (16)500.00.00.13-69.77-82.670.16-69.23-75.760.13-95.75-82.671.28-21.95-31.1834.46-18.67-16.168.02-56.25-63.385.06-61.84-74.940.1-66.67-75.610.06-72.73-84.216.35-59.61-74.075.06-61.84-74.94-17.36-60.73-43.99
22Q4 (15)500.00.00.43-51.69-40.280.52-18.75-13.333.0616.3570.951.64-12.77-2.9642.37-2.981.5818.33-18.64-14.9413.26-43.72-37.60.3-28.57-16.670.22-50.0-38.8915.72-45.47-36.8713.26-43.72-37.6-4.73-30.89-17.27
22Q3 (14)500.00.00.89-10.128.990.64-15.7914.292.6351.15145.791.883.36.8243.67-0.4615.4122.53-6.0115.6623.56-13.3521.010.42-4.5523.530.44-12.029.4128.83-5.3525.9523.56-13.3521.010.5710.95-0.32
22Q2 (13)500.00.00.9932.0266.670.7615.15137.51.74132.0346.151.82-2.1530.9443.876.7431.0723.979.4586.2527.1934.67179.160.447.32144.440.531.58257.1430.4624.38165.5627.1934.67179.163.9618.0912.57
22Q1 (12)500.00.00.754.17525.00.6610.0560.00.75-58.1525.01.8610.0658.9741.10-1.4640.0821.901.62380.2620.19-4.99308.70.4113.89720.00.385.56533.3324.49-1.65362.9520.19-4.99308.73.044.268.57
21Q4 (11)500.00.00.724.353500.00.607.14650.01.7967.295866.671.69-3.9843.2241.7110.2351.0721.5510.63573.4421.259.142342.530.365.88800.00.365.883500.024.908.782697.7521.259.142342.5311.3279.9541.07
21Q3 (10)500.00.00.69155.561825.00.5675.001.07174.3610600.01.7626.6283.3337.8413.0647.1819.4851.362264.4419.4799.9997.240.3488.893500.00.34142.861800.022.8999.56914.5919.4799.9997.2422.71140.28147.50
21Q2 (9)500.0-7.410.27125.0575.00.32220.0300.00.39225.0680.01.3918.827.5233.4714.0818.3112.87182.24193.179.7497.17391.920.18260.0260.00.14133.33600.011.47116.82373.979.7497.17391.928.97312.50122.50
21Q1 (8)500.00.00.12500.000.1025.0350.00.12300.001.17-0.8515.8429.346.2710.264.5642.5365.124.94467.822644.440.0525.0350.00.06500.005.29494.381663.334.94467.822644.4411.04325.0012.50
20Q4 (7)500.00.00.02150.0100.00.0800.00.03200.050.01.1822.922.6127.617.390.883.20455.56-9.60.87140.09112.20.04500.00.00.01150.000.89131.67178.130.87140.09112.25.50-25.00-50.00
20Q3 (6)50-7.410.0-0.04-200.0-300.00.00-100.0100.00.01-80.00.00.96-11.93-11.1125.71-9.120.51-0.90-120.512.62-2.17-209.6-342.86-0.01-120.00.0-0.02-200.0-100.0-2.81-216.12-420.37-2.17-209.6-342.86-2.00-100.00100.00
20Q2 (5)548.08.00.040300.00.08300.0500.00.050150.01.097.92-2.6828.296.3115.424.39355.23883.931.981000.0204.620.05350.0600.00.020100.02.42706.67114.161.981000.0204.62--0.00
20Q1 (4)500.00.00.00-100.00.0-0.04-150.00.00.00-100.00.01.01-12.170.026.61-2.780.0-1.72-148.590.00.18-56.10.0-0.02-150.00.0000.00.30-6.250.00.18-56.10.0--0.00
19Q4 (3)500.00.00.01200.00.00.08300.00.00.02100.00.01.156.480.027.377.00.03.54443.690.00.41183.670.00.04500.00.00100.00.00.32159.260.00.41183.670.0--0.00
19Q3 (2)500.00.0-0.01-200.00.0-0.04-100.00.00.01-50.00.01.08-3.570.025.584.370.0-1.03-83.930.0-0.49-175.380.0-0.010.00.0-0.01-200.00.0-0.54-147.790.0-0.49-175.380.0--0.00
19Q2 (1)500.00.00.010.00.0-0.020.00.00.020.00.01.120.00.024.510.00.0-0.560.00.00.650.00.0-0.010.00.00.010.00.01.130.00.00.650.00.0--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)
2024/40.394.4916.411.49-7.651.05N/A-
2024/30.3726.08-14.631.1-13.911.12.16-
2024/20.29-32.72-15.970.73-13.541.132.09-
2024/10.447.83-11.820.44-11.821.182.01-
2023/120.418.51-22.54.61-35.931.142.09-
2023/110.34-12.48-41.464.2-36.981.092.17-
2023/100.398.75-27.233.86-36.551.112.13-
2023/90.36-1.93-46.763.47-37.451.142.2-
2023/80.37-11.82-37.513.11-36.161.142.21-
2023/70.4116.18-32.462.75-35.981.142.2-
2023/60.36-2.91-39.912.33-36.571.062.4-
2023/50.3710.71-40.791.98-35.921.132.24-
2023/40.33-23.37-45.181.61-34.71.112.28-
2023/30.4324.09-46.211.28-31.281.282.1-
2023/20.35-29.4-24.440.84-19.861.371.96-
2023/10.49-5.21-16.280.49-16.281.61.68-
2022/120.52-10.480.127.1919.721.641.65-
2022/110.588.797.666.6721.581.791.51-
2022/100.54-20.43-14.086.0923.11.791.5-
2022/90.6715.114.045.5528.471.871.45-
2022/80.59-4.7-8.294.8830.761.791.52-
2022/70.613.3614.954.2938.831.831.49-
2022/60.59-4.3337.393.6843.81.821.4-
2022/50.622.4826.483.0945.112.031.25-
2022/40.61-24.830.342.4650.71.871.36客戶訂單需求增加影響,造成本期累計合併營收較去年同期增加50.70%。
2022/30.8174.3179.441.8658.781.861.33客戶訂單需求增加影響,造成本期合併營收較去年同期增加79.45%。
2022/20.46-21.7742.791.0545.921.571.57-
2022/10.5913.3548.470.5948.471.651.49-
2021/120.52-3.7512.996.0142.21.691.41-
2021/110.54-13.1844.575.4945.781.761.36-
2021/100.625.6183.664.9445.911.851.28客戶訂單需求增加影響,造成本期合併營收較去年同期增加83.66%
2021/90.59-7.4364.294.3241.711.761.07客戶訂單需求增加影響,造成本期合併營收較去年同期增加64.30%
2021/80.6419.45112.143.7338.691.61.18客戶訂單需求增加影響,造成本期合併營收較去年同期增加112.15%。
2021/70.5323.5478.163.0929.431.461.3客戶訂單需求增加影響,造成本期合併營收較去年同期增加78.17%。
2021/60.43-11.9228.562.5622.451.391.19-
2021/50.495.6231.62.1321.281.41.17-
2021/40.463.5120.531.6418.491.241.33-
2021/30.4538.724.321.1717.71.171.2-
2021/20.32-18.661.710.7213.931.181.18-
2021/10.4-13.7226.250.426.251.231.13-
2020/120.4623.1410.444.22-5.911.181.04-
2020/110.3710.28-2.03.76-7.591.071.14-
2020/100.34-5.51-3.83.39-8.171.01.22-
2020/90.3619.524.363.05-8.630.961.36-
2020/80.30.32-11.072.69-10.130.941.4-
2020/70.3-10.85-24.22.39-10.011.011.3-
2020/60.34-9.84-1.932.09-7.521.091.05-
2020/50.37-3.26-8.271.75-8.521.121.03-
2020/40.396.774.21.38-8.591.061.08-
2020/30.3613.48-8.910.99-12.750.991.05-
2020/20.320.9618.460.63-14.791.050.99-
2020/10.32-24.53-33.610.32-33.611.110.93-
2019/120.429.2635.294.49-18.851.150.85-
2019/110.388.25-4.134.07-22.051.080.91-
2019/100.352.51-23.583.69-23.531.040.95-
2019/90.341.83-28.333.34-23.521.080.97-
2019/80.34-14.49-35.562.99-22.931.080.98-
2019/70.415.33-19.02.65-20.961.150.92-
2019/60.34-15.66-25.332.26-21.290.0N/A-
2019/50.419.88-25.141.92-20.520.0N/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)500.00.29-90.460.20-92.254.65-35.4232.58-23.811.82-91.643.07-85.570.08-94.90.13-92.820.14-90.85
2022 (9)500.03.0469.832.5865.387.219.842.7617.9321.7739.2821.2742.851.5767.021.8174.041.5371.91
2021 (8)500.01.795866.671.561200.06.0142.0836.2633.715.631016.4314.894863.330.941466.671.0410300.00.898800.0
2020 (7)500.00.0350.00.12500.04.23-5.7927.126.11.40250.00.3057.890.06200.00.01-50.00.010.0
2019 (6)500.00.02-98.110.02-97.54.49-18.8125.56-17.790.40-95.790.19-98.020.02-96.230.02-96.970.01-98.11
2018 (5)500.01.06112.00.80-13.045.53-0.931.092.039.50-1.669.60113.330.53-1.850.66100.00.53112.0
2017 (4)500.00.50-53.70.92-11.545.58-0.5330.47-4.069.66-17.224.50-53.460.54-16.920.33-51.470.25-53.7
2016 (3)500.01.084.851.048.335.614.0831.760.3211.676.879.671.040.6510.170.687.940.543.85
2015 (2)500.01.030.00.966.675.39-7.0731.6611.8710.928.559.577.410.591.720.63-3.080.520.0
2014 (1)500.01.03-44.920.90-35.715.8-7.7928.30010.0608.9100.58-29.270.65-38.680.52-44.68

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