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 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(%)
23Q4 (20)7460.00.01.92231.0332.412.02281.13-9.424.3878.05-69.0748.9529.19-6.7831.62168.42-4.6215.12277.06-9.5214.35229.1332.7529.44152.0542.4329.31154.4342.424.7179.66106.92
23Q3 (19)7460.00.00.58-71.71-83.040.53-67.28-85.482.4631.55-80.6537.89-19.78-40.1311.78-55.7-73.34.01-67.0-85.34.36-71.54-82.911.68-64.15-71.0711.52-64.49-71.415.92583.5992.44
23Q2 (18)7460.00.02.051238.89-64.11.62252.17-71.831.871138.89-79.8947.2331.63-37.6926.59143.28-53.6912.15249.14-71.7115.321243.28-64.0432.581017.75-42.1132.44969.71-42.29-0.02563.2486.40
23Q1 (17)7460.00.0-0.18-112.41-105.010.46-79.37-87.63-0.18-101.27-105.0135.88-31.67-37.6410.93-67.03-77.743.48-79.17-87.47-1.34-112.4-105.0-3.55-117.17-107.62-3.73-118.12-108.01-24.35-85.00-59.14
22Q4 (16)7460.00.01.45-57.6-65.232.23-38.9-48.0214.1611.4128.1452.51-17.03-15.1333.15-24.86-37.4316.71-38.72-47.8310.81-57.61-65.3120.67-48.8-58.9920.58-48.92-59.13-16.77-48.86-37.71
22Q3 (15)7460.00.03.42-40.11-4.473.65-36.5216.6112.7136.6785.0163.29-16.524.1744.12-23.16-5.6927.27-36.5116.3925.5-40.14-4.6740.37-28.27-23.2240.29-28.32-23.237.629.479.02
22Q2 (14)7460.00.05.7159.05171.95.7554.57150.09.30159.05182.6775.831.7374.3357.4216.9241.7442.9554.66149.2742.659.07172.3856.2820.7556.0756.2120.7856.2712.3722.5720.64
22Q1 (13)7460.00.03.59-13.91201.683.72-13.29181.823.59-67.51201.6857.54-7.062.6349.11-7.369.0527.77-13.3180.7926.78-14.06200.946.61-7.5284.0846.54-7.5985.057.201.2911.89
21Q4 (12)7460.02.334.1716.48618.974.2937.06398.8411.0560.847266.6761.8721.3988.0552.9813.25154.7132.0336.71398.1331.1616.49631.4650.40-4.15286.550.36-4.04289.1819.3143.4836.58
21Q3 (11)7460.00.03.5870.482137.53.1336.09360.296.87108.811697.6750.9717.2362.6946.7815.48165.823.4335.98359.4126.7571.042186.3252.5845.811251.6752.4845.91299.4720.0673.4755.16
21Q2 (10)7460.03.762.1076.47600.02.3074.241337.53.29176.47639.3443.4822.8959.5640.5139.45603.317.2374.221335.8315.6475.73612.7936.0642.42426.6335.9743.02421.1615.2190.8263.86
21Q1 (9)7462.338.271.19105.17761.111.3253.49340.01.19693.33761.1135.387.5426.7629.0539.66206.439.8953.81337.618.9108.92800.7925.3294.17675.4525.1594.36655.196.28183.8439.98
20Q4 (8)729-2.2812.150.58262.5-14.710.8626.47-23.210.15134.88-95.5632.95.01-3.620.8018.18-19.66.4326.08-23.634.26264.1-3.6213.04235.22-0.1512.94245.07-0.159.99200.30175.74
20Q3 (7)7463.7616.020.16138.1-73.330.68325.0-41.88-0.4329.51-115.5831.3314.97-12.5317.60205.56-30.985.1325.0-41.651.17138.36-69.453.89135.24-63.913.75133.48-64.956.312.38139.16
20Q2 (6)7194.3512.87-0.42-133.33-127.810.16-46.67-85.05-0.61-238.89-128.1127.25-2.36-20.765.76-39.24-76.671.2-46.9-85.13-3.05-140.16-131.67-11.04-150.91-139.02-11.20-147.24-139.99-10.29-129.90-59.94
20Q1 (5)6896.09.19-0.18-126.47-127.690.30-73.21-74.58-0.18-105.33-127.6927.91-18.22-17.919.48-63.36-65.122.26-73.16-74.46-1.27-128.73-130.98-4.40-133.69-136.36-4.53-134.95-137.56--0.00
19Q4 (4)6501.090.00.6813.330.01.12-4.270.03.3822.460.034.13-4.720.025.871.450.08.42-3.660.04.4215.40.013.0621.150.012.9621.120.0--0.00
19Q3 (3)6430.940.00.60-60.260.01.179.350.02.7627.190.035.824.160.025.503.280.08.748.30.03.83-60.230.010.78-61.890.010.70-61.80.0--0.00
19Q2 (2)6370.950.01.51132.310.01.07-9.320.02.17233.850.034.391.150.024.69-9.160.08.07-8.810.09.63134.880.028.29133.80.028.01132.260.0--0.00
19Q1 (1)6310.00.00.650.00.01.180.00.00.650.00.034.00.00.027.180.00.08.850.00.04.10.00.012.100.00.012.060.00.0--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)
2024/317.3430.2430.0546.9430.8346.95N/A0.672.0-
2024/213.31-18.3244.0429.6231.3247.27N/A0.721.33-
2024/116.3-7.7222.2416.322.2449.2N/A0.60.6-
2023/1217.6615.9117.72169.95-31.7849.080.01.364.42-
2023/1115.24-5.79-11.17152.3-34.8944.460.00.233.07-
2023/1016.1823.96-17.06137.09-36.6641.630.00.352.83-
2023/913.055.2-30.31121.0-38.4637.760.00.432.48-
2023/812.40.75-40.16107.92-39.2239.950.00.192.06-
2023/712.31-19.21-47.4595.45-39.144.030.0-0.031.87-
2023/615.24-7.52-40.8883.11-37.6647.290.01.211.89-
2023/516.485.82-37.667.89-36.9445.380.00.490.69-
2023/415.5716.81-35.1551.43-36.8338.140.00.380.21-
2023/313.3344.25-39.4935.88-37.6435.90.00.05-0.17-
2023/29.24-30.69-43.0922.56-36.5637.580.0-0.26-0.22-
2023/113.33-11.14-30.9513.33-30.9545.490.00.040.04-
2022/1215.01-12.53-27.17249.1329.9651.670.00.1314.2-
2022/1117.16-12.04-15.58233.9336.7555.390.00.3814.03-
2022/1019.54.16-6.55216.4643.6358.960.00.8113.6-
2022/918.72-9.679.55196.6251.4562.880.00.9412.73因整體運價上漲,致營收增加。
2022/820.73-11.521.34177.5757.5569.930.01.0811.75因整體運價上漲,致營收增加。
2022/723.43-9.1239.88156.7563.9575.620.01.3410.66因整體運價上漲,致營收增加。
2022/625.78-2.471.32133.3369.0876.210.02.169.31因整體運價上漲,致營收增加。
2022/526.419.9881.1107.6668.7772.460.01.757.17因整體運價上漲,致營收增加。
2022/424.028.9973.7681.4365.5462.290.01.865.43因整體運價上漲,致營收增加。
2022/322.0335.6960.7457.5462.6357.580.01.573.6因整體運價上漲,致營收增加。
2022/216.24-15.9155.7935.5663.9356.150.00.872.03因整體運價上漲,致營收增加。
2022/119.31-6.2871.3419.3171.3460.240.01.161.16因整體運價上漲,致營收增加。
2021/1220.611.3982.69191.6960.5561.80.01.4811.09主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/1120.32-2.6392.67171.0658.3358.290.01.339.61主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/1020.8722.1391.72150.754.6655.050.01.388.27主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/917.090.0467.65129.8250.0950.920.01.86.89主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/817.082.0158.39112.7147.7448.880.00.925.08主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/716.7511.362.6495.646.0146.380.00.864.16主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/615.053.1666.3178.8642.9443.450.00.753.3主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/514.585.5258.463.7938.3142.110.00.62.55主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因航運需求回溫,營收已漸回穩所致。
2021/413.820.8353.5849.1933.2637.950.00.751.95主係去年因BDI指數下跌及COVID-19疫情影響而使營業收入大幅減少,今年因後疫情經濟復甦,航運需求回溫,營收已漸回穩所致。
2021/313.7131.5145.8935.3826.7435.40.00.71.2-
2021/210.42-7.5123.4121.6917.1432.970.00.240.5-
2021/111.27-0.0711.9311.2711.9333.10.00.260.26-
2020/1211.286.930.36119.39-13.6932.710.00.390.18-
2020/1110.55-3.11-4.49108.03-15.031.630.00.1-0.23-
2020/1010.896.79-8.1697.44-16.0431.870.00.07-0.33-
2020/910.19-5.48-14.0486.5-16.9931.280.00.05-0.4-
2020/810.794.74-11.2776.28-17.3830.130.00.1-0.46-
2020/710.313.81-12.8165.48-18.3428.550.00.0-0.56-
2020/69.05-1.73-21.0455.16-19.3227.250.0-0.16-0.57-
2020/59.212.3-21.4146.12-18.9827.60.0-0.05-0.41-
2020/49.0-4.21-19.7536.91-18.3526.840.0-0.2-0.36-
2020/39.411.24-19.2127.91-17.8927.910.0-0.12-0.16-
2020/28.45-16.11-19.8418.52-17.229.750.0-0.09-0.04-
2020/110.07-10.4-14.8910.07-14.8932.350.00.050.05-
2019/1211.241.75-5.96138.335.8634.140.00.162.97-
2019/1111.04-6.84-4.15127.17.0334.760.00.282.81-
2019/1011.86-0.03-0.15116.068.2335.870.00.162.53-
2019/911.86-2.437.72104.29.2335.830.00.252.37-
2019/812.162.926.1292.349.4335.430.00.182.12-
2019/711.813.073.5280.199.9334.980.00.091.94-
2019/611.46-2.195.2868.3811.0734.390.00.051.85-
2019/511.724.466.6856.9212.30.0N/A0.161.8-
2019/411.21-3.5610.5145.2113.820.0N/A1.091.64-
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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)7460.04.38-69.074.63-69.84169.95-31.7821.43-54.434.76-69.732.95-68.8832.7-69.06
2022 (9)7460.014.1628.1415.3538.91249.1329.9747.006.6114.7138.91105.8928.18105.6928.19
2021 (8)7462.3311.059108.3311.05455.28191.6960.5644.09217.6582.58451.2782.616404.7282.457327.93
2020 (7)72912.150.12-96.391.99-56.26119.39-13.6913.88-46.214.98-56.041.27-94.271.11-94.95
2019 (6)6505.013.3222.964.55-2.15138.335.8525.80-7.2934.08-2.3822.1621.0921.9921.56
2018 (5)6194.922.70315.384.6585.26130.6818.3827.8350.8434.9186.0918.3336.7518.09332.78
2017 (4)59013.240.65-75.02.5116.74110.393.3718.4512.2918.7617.184.19-70.014.18-70.14
2016 (3)5215.042.60-35.962.15-34.05106.79-3.0216.43-31.816.01-34.3613.97-37.9114.0-37.64
2015 (2)4966.94.0616.673.2643.61110.1221.5924.0916.624.3940.9822.524.7222.4527.05
2014 (1)46410.743.485.782.2714.6590.578.7520.66017.312.4118.0420.3517.6722.79

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