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)1551.314.031.70529.63246.940.87-1.14210.711.70-59.23246.9417.41-11.899.3627.55-12.73105.911.67120.19450.4715.44540.66216.392.0393.33497.062.64543.9261.6419.104447.62386.0115.44540.66216.39-6.70219.93-20.84
23Q4 (19)153-0.653.380.27-89.77-80.710.88-40.54-41.334.176.65-24.1819.76-1.56.6431.577.8230.565.30-67.78-66.132.41-88.14-79.041.05-68.18-63.790.41-89.9-80.190.42-98.34-97.062.41-88.14-79.045.3878.8036.97
23Q3 (18)1540.04.052.64247.3738.221.48114.4997.333.91212.8-4.6320.0612.26-2.2429.2855.0844.3116.45118.7579.5920.32194.9245.563.3146.2775.534.06247.0143.4625.28212.8746.3820.32194.9245.5612.25151.24130.46
23Q2 (17)1543.364.050.7655.1-35.590.69146.4321.051.25155.1-42.9217.8712.25-12.5718.8841.116.017.52254.727.436.8941.19-22.841.34294.12-6.291.1760.27-33.148.08105.6-28.116.8941.19-22.84-0.92-4.9532.55
23Q1 (16)1490.680.680.49-65.0-51.00.28-81.3333.330.49-91.09-51.015.92-14.09-13.4313.38-44.6718.22.12-86.45-41.764.88-57.57-39.750.34-88.28-49.250.73-64.73-50.683.93-72.48-60.344.88-57.57-39.75-11.89-45.859.34
22Q4 (15)1480.00.01.40-26.7233.331.50100.0455.565.5034.1580.3318.53-9.7-14.8424.1819.1768.9715.6570.85247.7811.50-17.62280.792.954.26195.922.07-26.86233.8714.28-17.31162.511.50-17.62280.79-4.6517.5865.79
22Q3 (14)1480.00.01.9161.86558.620.7531.58275.04.1087.2155.8920.520.39-0.6820.2913.9257.419.1630.86188.0513.9656.33517.71.8831.47184.852.8361.71558.1417.2753.65360.5313.9656.33517.75.7739.93101.50
22Q2 (13)1480.00.01.1818.014.560.57171.4326.672.19119.0-6.4120.4411.152.017.8157.3332.817.0092.3154.878.9310.2513.761.43113.4357.141.7518.2414.3811.2413.4229.498.9310.2513.76-2.1778.0574.61
22Q1 (12)1480.00.01.00138.1-23.660.21-22.22-80.191.00-67.21-23.6618.39-15.492.6211.32-20.89-49.173.64-19.11-70.698.10168.21-26.360.67-31.63-69.821.48138.71-23.329.9182.17-29.018.10168.21-26.36-5.0891.476.39
21Q4 (11)1480.01.370.4244.83-70.00.2735.0-72.453.0515.97-35.2421.765.3221.0914.3111.02-19.154.5041.51-58.643.0233.63-73.90.9848.48-49.740.6244.19-69.615.4445.07-60.583.0233.63-73.94.21-13.51-10.28
21Q3 (10)1480.00.680.29-71.84-80.410.20-55.56-84.132.6312.39-20.7820.663.0912.0412.89-3.88-45.453.18-29.65-76.962.26-71.21-81.140.66-27.47-74.020.43-71.9-80.183.75-56.8-74.952.26-71.21-81.147.46-46.61-56.55
21Q2 (9)1480.02.781.03-21.37-31.330.45-57.55-61.542.3478.6327.8720.0411.8316.4413.41-39.78-49.264.52-63.61-70.267.85-28.64-38.770.91-59.01-65.131.53-20.73-29.178.68-37.82-49.487.85-28.64-38.775.78-13.90-24.70
21Q1 (8)1481.372.781.31-6.43285.291.068.16278.571.31-72.19285.2917.92-0.2844.1722.2725.8255.9512.4214.15192.2411.00-4.93179.192.2213.85318.871.93-5.39302.0813.961.16204.1411.00-4.93179.19-1.42-5.92-7.03
20Q4 (7)146-0.682.821.40-5.41-12.50.98-22.22-35.954.7141.87-25.8317.97-2.552.6917.70-25.1-27.410.88-21.16-31.2711.57-3.42-11.141.95-23.23-29.62.04-5.99-10.5313.80-7.82-9.9211.57-3.42-11.142.30-3.37-7.26
20Q3 (6)1472.082.81.48-1.33-22.921.267.69-21.743.3281.42-30.2518.447.154.5423.63-10.59-6.5613.80-9.21-22.9911.98-6.55-23.012.54-2.68-19.622.170.46-20.814.97-12.86-22.5211.98-6.55-23.0122.80169.93162.78
20Q2 (5)1440.01.411.50341.18-12.791.17317.860.01.83438.24-35.5617.2138.46-3.3126.4385.0824.8515.20257.655.7812.82225.38-6.492.61392.451.952.16350.0-11.4817.18274.29-3.9112.82225.38-6.49--0.00
20Q1 (4)1441.410.00.34-78.750.00.28-81.70.00.34-94.650.012.43-28.970.014.28-41.430.04.25-73.150.03.94-69.740.00.53-80.870.00.48-78.950.04.59-70.040.03.94-69.740.0--0.00
19Q4 (3)142-0.70.01.60-16.670.01.53-4.970.06.3533.40.017.5-0.790.024.38-3.60.015.83-11.660.013.02-16.320.02.77-12.340.02.28-16.790.015.32-20.70.013.02-16.320.0--0.00
19Q3 (2)1430.70.01.9211.630.01.6137.610.04.7667.610.017.64-0.90.025.2919.460.017.9224.70.015.5613.490.03.1623.440.02.7412.30.019.328.050.015.5613.490.0--0.00
19Q2 (1)1420.00.01.720.00.01.170.00.02.840.00.017.80.00.021.170.00.014.370.00.013.710.00.02.560.00.02.440.00.017.880.00.013.710.00.0--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)
2024/36.549.456.517.419.3517.410.84-
2024/24.35-33.81-5.6810.9111.1317.510.84-
2024/16.57-0.3926.066.5726.0620.220.73-
2023/126.59-6.577.3773.6-5.4919.750.77-
2023/117.0615.6617.1267.01-6.5919.960.76-
2023/106.1-10.28-3.9659.95-8.7619.740.77-
2023/96.8-0.55-6.0453.84-9.2720.050.76-
2023/86.846.61.7547.04-9.7319.690.77-
2023/76.42-0.34-2.2240.2-11.4218.780.81-
2023/66.448.52-11.8333.79-12.9717.870.85-
2023/55.937.91-5.8427.35-13.2417.530.87-
2023/45.5-9.87-19.5521.42-15.0816.20.94-
2023/36.132.33-10.1915.92-13.4115.921.15-
2023/24.61-11.53-7.689.82-15.2915.961.15-
2023/15.21-15.15-21.075.21-21.0717.381.06-
2022/126.141.9-21.6577.88-3.118.521.12-
2022/116.03-5.16-17.6871.74-1.119.621.06-
2022/106.35-12.22-3.6865.710.7520.311.02-
2022/97.247.692.9959.351.2520.521.18-
2022/86.722.42-2.4652.121.0220.581.17-
2022/76.56-10.14-2.5745.391.5620.161.2-
2022/67.315.910.3438.832.2820.441.16-
2022/56.3-7.81.731.520.5719.921.19-
2022/46.830.61-5.4625.220.2818.621.27-
2022/36.7936.04-12.1518.392.618.381.15-
2022/24.99-24.3619.6911.5913.7819.431.09-
2022/16.6-15.789.676.69.6721.760.97-
2021/127.847.0630.3980.3821.6921.750.98-
2021/117.3210.9623.4872.5420.8120.951.02-
2021/106.6-6.139.2265.2120.5120.521.04-
2021/97.031.9814.3258.6121.9120.650.99-
2021/86.892.314.4851.5923.0220.241.01-
2021/76.741.7818.2344.6926.4819.551.04-
2021/66.626.8218.1437.9628.0720.040.9-
2021/56.19-14.312.6131.3430.3921.150.86-
2021/47.23-6.518.425.1535.6819.130.95-
2021/37.7385.3748.1617.9244.1817.920.86-
2021/24.17-30.6951.0310.1941.3216.20.95主要係因去年受大陸新冠肺炎疫情影響,大陸子公司員工無法回廠故延遲復工,致今年營收較去年同期大幅成長。
2021/16.020.1235.296.0235.2917.960.86-
2020/126.011.382.7666.04-5.9317.980.77-
2020/115.93-1.842.1260.04-6.7118.110.77-
2020/106.04-1.753.2454.11-7.5918.780.74-
2020/96.15-6.793.5148.08-8.7918.440.67-
2020/86.615.7712.4441.93-10.3517.890.69-
2020/75.71.7-2.5535.34-13.6416.80.73-
2020/65.61.82-2.9929.64-15.4917.210.7-
2020/55.5-9.89-8.7424.04-17.9616.820.72-
2020/46.116.991.5618.53-20.3914.080.86-
2020/35.2288.96-17.4212.43-28.0312.430.76-
2020/22.76-37.92-40.537.21-34.1713.060.72-
2020/14.45-23.95-29.494.45-29.4916.10.59-
2019/125.850.75-6.6470.21-3.2717.50.65-
2019/115.8-0.76-6.7364.36-2.9517.590.65-
2019/105.85-1.49-3.7358.56-2.5617.650.65-
2019/95.941.251.752.71-2.4217.650.67-
2019/85.870.320.2546.78-2.9217.480.68-
2019/75.851.242.1940.92-3.3417.650.67-
2019/65.77-4.23.0435.07-4.2117.810.59-
2019/56.030.285.4229.3-5.520.0N/A-
2019/46.01-4.872.323.28-7.950.0N/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)1533.383.99-23.273.3410.2373.6-5.523.9329.78.19-7.258.91-16.496.03-12.357.22-29.976.37-21.65
2022 (9)1480.05.2070.493.0352.2677.88-3.1118.4519.038.8348.910.6783.656.8844.2310.3166.298.1380.27
2021 (8)1481.373.05-34.131.99-46.2280.3821.7115.50-26.125.93-48.755.81-45.034.77-37.576.2-29.34.51-34.26
2020 (7)1462.824.63-24.223.70-27.0266.04-5.9420.98-4.5111.57-19.8210.57-17.747.64-24.588.77-22.536.86-24.2
2019 (6)1420.716.11450.455.07668.1870.21-3.2821.97127.914.43659.4712.85481.4510.13634.0611.32477.559.05465.62
2018 (5)1416.821.11-25.00.66-42.6172.5915.089.64-25.851.90-52.262.21-38.611.38-45.021.96-34.881.6-29.52
2017 (4)1320.761.48-49.661.15-44.7163.08-6.6213.00-9.413.98-34.113.60-40.22.51-38.483.01-38.72.27-43.95
2016 (3)131-1.52.9433.642.0865.0867.55-8.3414.359.546.0463.246.0249.754.0850.04.9131.284.0536.82
2015 (2)1332.312.20-18.221.26-24.173.70.4813.10-14.823.70-23.714.02-20.082.72-23.63.74-20.092.96-19.78
2014 (1)1305.692.6929.951.6620.2973.358.8315.3804.8505.0303.5610.564.6822.513.6934.18

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