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(%)
25Q2 (20)334-1.18-1.180.13161.9161.9-0.1677.7879.75-0.0957.14-80.0190.3825.3617.146.90-1.02.831.08172.48166.670.21145.65142.02.06190.75178.330.42158.33160.01.59518.42469.770.21145.65142.00.1715.51-288.04
25Q1 (19)3380.00.0-0.21-130.88-240.0-0.72-653.85-125.0-0.21-145.65-240.0151.87-25.020.526.97-13.74-18.95-1.49-298.67-482.05-0.46-142.59-264.29-2.27-249.34-491.38-0.72-131.3-241.18-0.38-122.75-126.57-0.46-142.59-264.29-7.38197.06-269.78
24Q4 (18)3380.00.00.68525.0125.660.13114.29103.070.46309.09105.67202.5510.267.068.0834.67334.410.75139.47110.051.08408.57122.411.52143.55110.772.3518.18125.641.67409.26135.381.08408.57122.4111.65274.4049.55
24Q3 (17)3380.00.0-0.1623.8193.31-0.91-15.1964.45-0.22-340.095.97183.7113.045.646.00-10.5879.1-1.90-17.2867.58-0.3530.092.66-3.49-32.765.75-0.5521.4393.18-0.54-25.5890.32-0.3530.092.6610.30-108.09-81.03
24Q2 (16)3380.00.0-0.21-240.0-158.33-0.79-146.8850.0-0.05-133.3398.37162.527.57-21.346.71-21.9826.6-1.62-515.3838.17-0.50-278.57-190.91-2.63-553.4551.48-0.7-237.25-156.91-0.43-130.07-181.13-0.50-278.57-190.91-6.29-67.17-27.21
24Q1 (15)3380.00.00.15105.66104.37-0.3292.4593.70.15101.85104.37151.08-20.145.18.60362.37714.290.39105.23102.840.28105.81103.410.58104.11102.940.51105.69104.391.43130.3114.30.28105.81103.41-5.6847.3913.41
23Q4 (14)3380.00.0-2.65-10.88-225.0-4.24-65.62-492.59-8.11-48.53-179.59189.198.79-42.331.86-44.48-79.87-7.46-27.3-604.05-4.82-1.05-327.36-14.11-38.47-390.33-8.97-11.15-225.28-4.7215.41-284.37-4.82-1.05-327.36-3.53-387.38-63.83
23Q3 (13)3380.00.0-2.39-763.89-152.18-2.56-62.03-170.52-5.46-77.85-167.66173.9-15.84-51.033.35-36.79-68.13-5.86-123.66-246.5-4.77-967.27-211.45-10.19-88.01-171.81-8.07-756.1-152.2-5.58-1152.83-213.18-4.77-967.27-211.4513.95-326.693.44
23Q2 (12)3380.00.00.36110.5-85.54-1.5868.9-176.7-3.0710.5-187.71206.6243.74-28.785.30478.57-46.03-2.6280.92-194.240.55106.7-80.63-5.4272.54-167.161.23110.59-85.390.53105.3-83.990.55106.7-80.63-6.22-75.65-250.74
23Q1 (11)3380.00.0-3.43-261.79-439.6-5.08-570.37-768.42-3.43-133.66-439.6143.75-56.18-48.91-1.40-115.15-118.4-13.73-1027.7-1501.02-8.21-487.26-801.71-19.74-506.17-812.64-11.61-262.15-441.47-10.00-490.62-875.19-8.21-487.26-801.71-31.89-157.75-320.31
22Q4 (10)3380.00.02.12-53.71-44.51.08-70.25-71.210.1926.27-21.43328.07-7.61-5.899.24-12.08-15.691.48-63.0-60.432.12-50.47-42.084.86-65.75-62.77.16-53.69-44.542.56-48.07-33.512.12-50.47-42.087.3915.112.98
22Q3 (9)3380.00.04.5883.943.153.6376.21-3.28.07130.57-11.8355.0922.4-1.8310.517.038.574.0043.886.954.2850.73.3814.1975.844.8815.4683.613.04.9348.9411.544.2850.73.3812.75115.23123.63
22Q2 (8)3380.00.02.49146.53-38.372.06171.05-35.423.50246.53-25.69290.113.11-19.729.8229.049.112.78183.670.722.84142.74-24.878.07191.34-18.988.42147.65-38.323.31156.59-7.542.84142.74-24.87-8.1036.4845.66
22Q1 (7)3380.00.01.01-73.5650.750.76-79.73850.01.01-92.2150.75281.35-19.311.627.61-30.57-11.510.98-73.8172.221.17-68.0330.02.77-78.74204.43.4-73.6649.781.29-66.4912.171.17-68.0330.0-11.46-43.76-39.87
21Q4 (6)3380.00.03.82-13.96-0.783.750.032.0412.9741.7517.48348.62-3.62-7.9310.9613.2219.03.740.015.083.66-11.596.7113.03-3.75.7612.91-13.99-0.693.85-12.9-7.893.66-11.596.71-1.77-2.038.78
21Q3 (5)3380.00.04.449.9241.543.7517.552784.629.1594.2727.26361.710.0910.769.687.5628.383.7435.511338.464.149.52208.9613.5335.841510.7115.019.96241.914.4223.46200.684.149.52208.96--0.00
21Q2 (4)3380.00.04.04502.990.03.193887.50.04.71602.990.0361.3843.360.09.004.650.02.76666.670.03.78320.00.09.96994.510.013.65501.320.03.58211.30.03.78320.00.0--0.00
21Q1 (3)3380.00.00.67-82.60.00.08-97.180.00.67-93.930.0252.07-33.430.08.60-6.620.00.36-88.920.00.90-73.760.00.91-92.610.02.27-82.540.01.15-72.490.00.90-73.760.0--0.00
20Q4 (2)3380.00.03.85196.150.02.842084.620.011.0453.550.0378.6315.950.09.2122.150.03.251150.00.03.43155.970.012.321366.670.013.0196.130.04.18184.350.03.43155.970.0--0.00
20Q3 (1)3380.00.01.300.00.00.130.00.07.190.00.0326.560.00.07.540.00.00.260.00.01.340.00.00.840.00.04.390.00.01.470.00.01.340.00.0--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)
2025/860.1411.0-4.85456.575.83180.19N/A-
2025/754.18-17.74-0.75396.437.67185.15N/A-
2025/665.871.1816.08342.259.13190.380.26-
2025/565.19.5730.3276.387.6182.930.27-
2025/459.411.696.43211.282.12159.310.31-
2025/358.4240.83-17.09151.870.52151.870.4-
2025/241.48-20.1829.1193.4515.92164.570.37-
2025/151.97-26.927.1851.977.18190.410.32-
2024/1271.125.6450.96699.86-1.9202.550.31主要係因市場需求增加所致
2024/1167.325.02.17628.74-5.64197.350.32-
2024/1064.11-2.73-15.85561.42-6.49193.230.33-
2024/965.914.288.16497.31-5.14183.710.35-
2024/863.2115.7813.35431.4-6.89174.540.36-
2024/754.59-3.79-4.55368.19-9.66161.290.39-
2024/656.7413.57-13.03313.6-10.49162.520.34-
2024/549.96-10.49-29.03256.86-9.91176.240.31-
2024/455.82-20.78-21.34206.89-3.64158.410.35-
2024/370.46119.3324.2151.085.09151.080.38-
2024/232.13-33.73-26.2180.61-7.36127.720.45-
2024/148.482.9111.5248.4811.52161.480.35-
2023/1247.11-28.49-48.07713.45-43.13189.190.29-
2023/1165.89-13.52-41.67666.34-42.74203.010.27-
2023/1076.1925.02-38.74600.45-42.86192.890.28-
2023/960.949.27-51.46524.26-43.41173.90.54主要係因市場需求減少所致
2023/855.76-2.5-53.89463.32-42.15178.210.53主要係因市場需求減少所致
2023/757.2-12.33-47.32407.56-40.06192.850.49-
2023/665.25-7.32-46.05350.36-38.68206.620.48-
2023/570.4-0.78-19.38285.11-36.71198.10.5-
2023/470.9625.08-13.27214.71-40.87171.240.57-
2023/356.7330.28-55.85143.75-48.9143.750.94主要係因市場需求減少所致
2023/243.540.16-53.6487.02-43.06177.740.76主要係因市場需求減少所致
2023/143.47-52.08-26.1843.47-26.18247.150.55-
2022/1290.72-19.68-39.641254.61-5.22328.070.45-
2022/11112.96-9.187.791163.89-0.81362.910.41-
2022/10124.39-0.9332.991050.93-1.66370.890.4-
2022/9125.573.828.43926.55-4.98355.090.43-
2022/8120.9411.384.32800.98-6.79350.470.44-
2022/7108.58-10.22-16.46680.04-8.52316.860.48-
2022/6120.9438.48-6.24571.46-6.84290.110.47-
2022/587.346.73-30.51450.51-7.0297.680.46-
2022/481.83-36.32-23.29363.181.23304.280.45-
2022/3128.5136.820.03281.3511.61281.350.46-
2022/293.9459.4946.93152.845.39303.150.42-
2022/158.9-60.81-27.3558.9-27.35313.990.41-
2021/12150.3143.44-2.591323.784.14348.620.3-
2021/11104.7912.03-7.941173.475.08314.110.33-
2021/1093.53-19.23-15.351068.686.55325.250.32-
2021/9115.8-0.11-3.84975.159.27361.710.4-
2021/8115.93-10.818.79859.3511.31374.920.39-
2021/7129.980.7530.53743.4311.72384.680.38-
2021/6129.012.638.61613.448.41361.380.41-
2021/5125.6917.828.79484.448.35339.430.44-
2021/4106.68-0.351.43358.758.2277.670.54-
2021/3107.0667.4512.46252.0711.34252.070.47-
2021/263.93-21.139.74145.0110.53299.320.4-
2021/181.07-47.4611.1581.0711.15349.210.34-
2020/12154.3135.5653.261271.056.16378.630.28主要係因市場需求增加所致。
2020/11113.833.01-0.551116.741.84344.750.31-
2020/10110.5-8.24-11.531002.912.110.0N/A-
2020/9120.4313.020.32892.414.10.0N/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
2024 (10)3380.00.460-1.890699.86-1.97.33186.33-0.5700.170-4.0103.8501.560
2023 (9)3380.0-8.110-13.460713.45-43.132.56-72.68-6.930-3.930-49.450-31.910-27.410
2022 (8)3380.010.07-21.517.54-30.061254.61-5.239.37-2.62.38-15.92.68-18.7929.89-20.1439.14-13.534.44-21.44
2021 (7)3380.012.8317.2810.7852.481323.784.159.6211.62.8341.53.3012.2437.4347.4845.2515.7943.8417.5
2020 (6)3380.010.9410.177.07-5.861271.056.178.62-2.712.00-11.52.943.8925.38-6.2439.089.0737.3110.22
2019 (5)3380.09.93-14.47.51-19.591197.24-6.798.863.262.26-27.562.83-8.7127.07-32.5435.83-26.4633.85-14.95
2018 (4)3384.3211.60-45.339.34-57.781284.44-1.818.58-25.593.12-56.123.10-41.7340.13-56.8448.72-45.0539.8-42.77
2017 (3)3245.1921.22128.6622.12159.021308.1664.8411.531.597.1144.515.3245.7592.99137.9588.66124.2369.54140.04
2016 (2)3083.79.2826.098.5427.65793.61-15.2811.3535.124.9267.353.6554.6639.0841.8539.5444.6228.9731.03
2015 (1)2976.837.3654.956.6946.71936.7923.328.4002.9402.36027.5552.7227.3469.3922.1165.62

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