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)1710.00.00.24-63.64442.860.43115.072.02.6410.0-10.818.59-9.484.519.0519.9621.880.8427.2775.00.41-63.39441.676.12-59.34811.634.78-59.63439.01-5.62-43.8927.91
23Q3 (19)1710.00.00.66-24.14-5.710.20-59.18-45.952.4037.93-20.799.49-1.768.4615.88-28.24-20.60.66-47.62-29.031.12-24.32-7.4415.05-23.64-12.811.84-22.87-14.084.00-12.07-30.59
23Q2 (18)1710.00.00.870.0-16.350.49-2.0-55.451.74100.0-25.09.669.77-17.5822.1312.16-18.341.269.57-43.241.48-1.33-16.8519.71-3.18.8315.35-9.768.48.41671.4349.00
23Q1 (17)1710.00.00.871342.86-32.030.50100.0-56.90.87-70.61-32.038.87.06-30.8719.7326.23-27.111.15139.58-54.721.51350.0-31.5120.342465.12-5.1717.011306.380.890.50616.4333.78
22Q4 (16)1710.00.0-0.07-110.0-104.760.25-32.43-78.072.96-2.31-55.628.22-6.06-38.6615.63-21.85-40.930.48-48.39-81.32-0.12-109.92-104.76-0.86-104.98-103.68-1.41-110.23-107.57-15.70-71.34-49.39
22Q3 (15)1710.00.00.70-32.69-70.340.37-66.36-74.133.0330.6-41.738.75-25.34-44.6620.00-26.2-28.440.93-58.11-72.571.21-32.02-70.0517.26-4.69-45.2413.78-2.68-46.9-16.63-25.72-35.77
22Q2 (14)1710.00.01.04-18.75-18.111.10-5.17-27.632.3281.25-18.3111.72-7.93-28.0127.100.11-0.292.22-12.6-34.121.78-18.72-17.9718.11-15.570.4414.16-16.016.07-6.46-15.84-1.71
22Q1 (13)1710.0-0.581.28-12.93-18.471.161.7510.481.28-80.81-18.4712.73-5.0-12.8727.072.3113.792.54-1.173.672.19-13.1-19.1921.45-8.29-6.9816.86-9.45-9.31-10.12-25.32-9.27
21Q4 (12)1710.0-0.581.47-37.7138.681.14-20.2816.336.6728.2745.013.4-15.24-1.926.46-5.3313.612.57-24.1918.982.52-37.6239.2323.39-25.7939.7318.62-28.2541.27-9.0624.06-13.10
21Q3 (11)1710.0-0.582.3685.8333.331.43-5.9228.835.2083.146.4815.81-2.899.7227.952.8314.043.390.5936.144.0486.1832.8931.5274.8225.1825.9594.3823.634.2733.3619.42
21Q2 (10)171-0.580.01.27-19.112.421.5244.7639.452.8480.8959.5516.2811.4323.3327.1814.25-0.223.3737.5532.682.17-19.931.8818.03-21.81-15.1113.35-28.19-17.299.1914.5025.95
21Q1 (9)1720.00.01.5748.11190.741.057.1410.531.57-65.87190.7414.616.9535.2823.792.15-6.822.4513.4329.632.7149.72191.423.0637.75107.9418.5941.05118.450.884.00-2.29
20Q4 (8)1720.00.01.06-40.1120.450.98-11.7125.644.6029.582.4513.66-5.236.623.29-4.98-2.82.16-13.2541.181.81-40.4619.8716.74-33.52-1.9913.18-37.21-11.961.981.32-4.94
20Q3 (7)1720.580.01.7742.7477.01.111.8352.053.5599.44-1.6614.419.1747.6424.51-10.02-9.492.49-1.9741.483.0442.7276.7425.1818.5510.2520.9930.0520.2215.7086.198.29
20Q2 (6)171-0.58-0.581.24129.6320.391.0914.749.01.78229.63-31.813.222.2222.5627.246.7-7.412.5434.3913.392.13129.0320.3421.2491.52-0.5216.1489.66-1.0415.1145.4918.27
20Q1 (5)1720.00.00.54-38.64-65.820.9521.79-36.670.54-87.97-65.8210.88.0-17.1125.536.55-23.771.8923.53-44.740.93-38.41-65.8111.09-35.07-59.568.51-43.15-58.79--0.00
19Q4 (4)1720.00.00.88-12.00.00.786.850.04.4924.380.010.02.460.023.96-11.520.01.53-13.070.01.51-12.210.017.08-25.220.014.97-14.260.0--0.00
19Q3 (3)1720.00.01.00-2.910.00.73-27.00.03.6138.310.09.76-9.380.027.08-7.950.01.76-21.430.01.72-2.820.022.846.980.017.467.050.0--0.00
19Q2 (2)1720.00.01.03-34.810.01.00-33.330.02.6165.190.010.77-17.340.029.42-12.150.02.24-34.50.01.77-34.930.021.35-22.140.016.31-21.020.0--0.00
19Q1 (1)1720.00.01.580.00.01.500.00.01.580.00.013.030.00.033.490.00.03.420.00.02.720.00.027.420.00.020.650.00.0--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)
2024/33.0924.45-3.668.71-0.938.71N/A-
2024/22.48-20.93-13.165.620.628.23N/A-
2024/13.1419.9115.083.1415.088.69N/A-
2023/122.62-10.83-4.6436.45-11.958.550.7-
2023/112.93-1.992.4233.83-12.479.010.67-
2023/102.99-2.815.4630.9-13.669.260.65-
2023/93.08-3.186.8727.9-15.949.470.68-
2023/83.18-0.812.2124.82-18.119.480.68-
2023/73.213.76.2121.64-21.249.560.68-
2023/63.09-5.03-8.218.43-24.639.650.75-
2023/53.26-1.16-19.3215.34-27.259.760.74-
2023/43.32.82-23.3112.08-29.139.360.77-
2023/33.212.18-28.648.79-31.098.790.77-
2023/22.864.78-27.35.58-32.438.330.81-
2023/12.73-0.64-37.082.73-37.088.340.81-
2022/122.74-4.22-36.141.4-31.068.20.82-
2022/112.8610.47-36.8938.65-30.678.340.81-
2022/102.59-10.03-43.2135.79-30.128.310.81-
2022/92.881.65-43.1833.2-28.848.740.83-
2022/82.84-6.1-47.1930.31-27.099.220.78-
2022/73.02-10.37-43.8627.48-24.1110.430.69-
2022/63.37-16.54-38.9724.46-20.6611.70.67-
2022/54.04-6.04-26.1621.09-16.6612.830.61-
2022/44.3-4.32-18.6617.05-14.0512.720.62-
2022/34.4914.28-15.4912.75-12.3712.750.61-
2022/23.93-9.31-6.338.26-10.5812.560.62-
2022/14.330.9-14.114.33-14.1113.170.59-
2021/124.29-5.4-2.460.0515.5113.40.61-
2021/114.54-0.57-2.5155.7617.1614.180.58-
2021/104.57-9.990.0351.2219.315.010.55-
2021/95.07-5.51.1346.6521.5915.820.52-
2021/85.37-0.1915.4541.5824.6716.270.51-
2021/75.38-2.5713.6436.2126.1616.370.5-
2021/65.520.9829.630.8328.6416.270.46-
2021/55.473.4917.6325.3128.4316.070.47-
2021/45.28-0.624.0119.8431.7714.790.51-
2021/35.3226.6732.9314.5634.8314.560.5-
2021/24.2-16.8422.369.2435.9413.640.53-
2021/15.0514.6549.765.0549.7614.10.51客戶於農曆年前增加備貨所致
2020/124.4-5.5140.451.9919.4713.620.47-
2020/114.662.0234.6347.5917.8514.240.45-
2020/104.57-9.036.0642.9316.2814.230.45-
2020/95.027.8849.3438.3714.314.40.43-
2020/84.65-1.7643.8333.3510.413.640.46-
2020/74.7311.150.1928.76.3913.640.46本月合併營收較去年同期增加50.20%,主係大陸經濟活動重啟,需求回穩所致,但由於疫情尚未舒緩,未來仍需審慎應對。
2020/64.26-8.3427.7323.970.613.170.47-
2020/54.659.1124.1119.7-3.8112.910.48-
2020/44.266.5415.3415.06-10.0611.690.53-
2020/34.016.6-9.5110.8-17.2510.80.45-
2020/23.431.78-6.86.8-21.219.930.49-
2020/13.377.48-31.933.37-31.939.960.49-
2019/123.13-9.39-23.443.51-24.369.950.46-
2019/113.463.1-29.6540.38-24.4310.170.45-
2019/103.36-0.12-40.0836.92-23.99.950.46-
2019/93.363.89-45.2233.57-21.799.740.46-
2019/83.232.58-51.4330.21-17.889.720.46本月合併營收較去年同期減少51.43%,累計至8月營收較去年同期減少17.89%,主係受到中美貿易戰不確定性影響。
2019/73.15-5.5-49.3126.97-10.4710.230.44-
2019/63.34-10.94-40.5323.82-0.3810.770.45-
2019/53.751.4-23.5320.4911.920.0N/A-
2019/43.69-16.41-6.116.7424.870.0N/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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)1710.02.63-10.851.62-43.9436.54-11.7819.21-17.623.9-36.795.65-10.174.51-11.05
2022 (9)1710.02.95-55.642.89-43.7741.42-31.0823.32-11.676.17-47.626.29-56.385.07-55.68
2021 (8)171-0.586.6544.885.1424.4660.115.426.405.2211.7829.7414.4245.3611.4444.63
2020 (7)1720.04.592.684.132.9952.0819.5625.09-13.069.081.579.921.127.912.46
2019 (6)1720.04.47-47.94.01-55.4943.56-24.2628.86-30.298.94-53.829.81-47.767.72-47.91
2018 (5)172-4.448.58326.879.01346.0457.5181.8241.4068.1619.36332.1418.78303.8714.82309.39
2017 (4)180-2.172.0147.792.0242.2531.6317.9824.629.914.4847.374.6550.03.6244.8
2016 (3)1840.01.3683.781.42108.8226.8112.2722.4018.213.0493.633.175.142.582.48
2015 (2)184-0.540.74-1.330.686.2523.88-5.0118.954.411.572.611.77-2.751.37-1.44
2014 (1)1850.00.75581.820.643100.025.1417.9218.1501.53337.141.82256.861.39595.0

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