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)831.221.220.98-38.36-38.361.5733.0527.642.5862.26-29.894.3611.228.1949.021.094.1634.303.443.118.54-44.42-42.761.515.3811.940.81-38.17-38.1723.11-44.46-42.7318.54-44.42-42.7612.42-9.4019.68
25Q1 (19)820.00.01.5919.55-23.921.186.3111.321.59-75.46-23.923.9213.622.0848.491.890.3733.166.52-3.8833.365.4-25.341.321.5-1.521.3120.18-23.3941.6115.14-25.7633.365.4-25.341.855.021.84
24Q4 (18)820.02.51.33-9.5218.751.11-2.63-31.066.4825.83-19.33.45-9.92-21.9547.59-2.82-1.0431.13-6.32-12.8531.650.2256.921.07-15.75-32.281.09-9.9222.4736.14-9.5141.6131.650.2256.92-7.44-8.54-4.97
24Q3 (17)820.02.51.47-7.55-44.741.14-7.32-24.55.1539.95-26.323.83-4.96-26.7748.974.060.5533.23-0.12-0.2731.58-2.5-22.11.27-5.22-27.011.21-7.63-42.9239.94-1.02-20.0931.58-2.5-22.1-0.00-15.744.36
24Q2 (16)820.05.131.59-23.92-36.41.2316.04-13.383.6876.08-14.814.034.95-18.7547.06-2.59-2.5533.27-3.57-9.5932.39-27.51-17.651.341.52-26.371.31-23.39-32.8240.35-28.01-22.7632.39-27.51-17.65-4.0831.34-9.06
24Q1 (15)822.55.132.0986.6114.211.06-34.16-31.612.09-73.9714.213.84-13.12-17.648.310.462.5934.50-3.42-1.2944.68121.5246.161.32-16.46-19.021.7192.1320.4256.05119.6348.4444.68121.5246.16-14.3014.36-13.77
23Q4 (14)800.03.91.12-57.89-11.811.616.62-9.048.0314.88-11.074.42-15.49-12.6548.09-1.250.1935.727.2-1.5420.17-50.254.621.58-9.2-14.130.89-58.02-9.1825.52-48.94-4.0220.17-50.254.62-5.03-25.756.48
23Q3 (13)802.565.262.666.4-24.221.516.3445.196.9961.81-10.275.235.444.1848.700.857.133.32-9.4611.7440.543.08-24.051.74-4.416.02.128.72-20.949.98-4.33-24.440.543.08-24.055.9421.50-1.03
23Q2 (12)780.02.632.5036.6113.121.42-8.3918.334.32136.070.934.966.4415.6248.292.553.8536.805.2911.7239.3328.660.281.8211.6629.081.9537.3216.0752.2438.357.2939.3328.660.28-0.7340.35-10.41
23Q1 (11)781.32.631.8344.09-11.591.55-12.4380.231.83-79.73-11.594.66-7.9126.9847.09-1.94.7434.95-3.6717.2430.5758.56-29.041.63-11.4149.541.4244.9-10.1337.7642.01-29.5430.5758.56-29.04-3.56-9.8628.88
22Q4 (10)771.325.481.27-63.82-3.051.7770.1936.159.0315.9271.025.060.831.0948.005.562.5236.2821.664.719.28-63.88-22.631.8422.6737.310.98-63.432.0826.59-59.78-15.6919.28-63.88-22.638.91-2.5028.43
22Q3 (9)760.02.73.5158.82135.571.04-13.33-22.397.7982.0193.785.0217.0220.9645.47-2.22-7.3929.82-9.47-12.5353.3836.199.331.56.386.382.6859.52141.4466.1135.7894.4453.3836.199.3316.9532.7913.10
22Q2 (8)760.07.042.216.7664.931.2039.53-15.494.28106.7669.174.2916.8912.0146.503.43-4.6332.9410.5-11.3639.22-8.9657.381.4129.36-0.71.686.3376.8448.69-9.1455.7639.22-8.9657.385.9932.392.84
22Q1 (7)764.117.042.0758.0273.950.86-33.85-22.522.07-60.873.953.67-4.9213.2744.96-3.97-6.9729.81-13.97-15.4343.0872.8765.441.09-18.66-4.391.5864.5888.153.5969.9163.7843.0872.8765.44-5.9622.97-18.42
21Q4 (6)73-1.352.821.31-12.083.151.30-2.9920.375.2831.3419.733.86-6.9922.9346.82-4.64-6.1534.651.64-4.1524.92-6.95-13.411.34-4.9617.540.96-13.516.6731.54-7.24-12.9524.92-6.95-13.410.68-0.45-4.31
21Q3 (5)744.234.231.4911.1920.161.34-5.63-0.744.0258.8928.034.158.3621.3549.100.7-5.7234.09-8.26-13.7626.787.463.961.41-0.74.441.1116.8426.1434.008.774.9126.787.463.96--0.00
21Q2 (4)710.00.01.3412.610.01.4227.930.02.53112.610.03.8318.210.048.760.890.037.165.420.024.92-4.30.01.4224.560.00.9513.10.031.26-4.460.024.92-4.30.0--0.00
21Q1 (3)710.00.01.19-6.30.01.112.780.01.19-73.020.03.243.180.048.33-3.130.035.25-2.490.026.04-9.520.01.140.00.00.84-6.670.032.72-9.690.026.04-9.520.0--0.00
20Q4 (2)710.00.01.272.420.01.08-20.00.04.4140.450.03.14-8.190.049.89-4.210.036.15-8.550.028.7811.720.01.14-15.560.00.92.270.036.2311.790.028.7811.720.0--0.00
20Q3 (1)710.00.01.240.00.01.350.00.03.140.00.03.420.00.052.080.00.039.530.00.025.760.00.01.350.00.00.880.00.032.410.00.025.760.00.0--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)
2025/81.460.013.2111.196.674.33N/A-
2025/71.462.938.89.745.754.29N/A-
2025/61.41-0.634.688.285.244.360.58-
2025/51.42-6.548.996.875.354.370.58-
2025/41.526.5910.655.454.444.240.6-
2025/31.4311.2712.193.922.213.920.7-
2025/21.286.1410.832.49-2.733.560.77-
2025/11.2113.06-13.921.21-13.923.470.8-
2024/121.07-10.13-22.2615.15-21.393.450.84-
2024/111.190.42-19.4214.08-21.323.580.81-
2024/101.19-1.77-24.3912.89-21.493.680.79-
2024/91.21-6.13-28.9811.7-21.193.830.81-
2024/81.29-3.89-26.2310.49-20.183.970.78-
2024/71.34-0.96-25.39.21-19.263.990.78-
2024/61.353.45-23.447.87-18.134.030.78-
2024/51.31-5.11-24.46.52-16.943.960.8-
2024/41.388.06-6.15.21-14.843.810.83-
2024/31.279.92-25.783.84-17.593.840.87-
2024/21.16-17.56-26.772.56-12.813.940.84-
2024/11.412.113.421.413.424.260.78-
2023/121.38-6.84-9.6919.276.834.420.770.449.85-
2023/111.48-5.77-16.7517.898.354.750.720.089.41-
2023/101.57-7.74-10.9116.4211.375.010.680.869.33-
2023/91.7-2.48-1.6114.8514.45.230.771.08.55-
2023/81.74-2.680.1113.1516.865.30.761.247.55-
2023/71.791.4915.4111.4119.925.280.761.026.31-
2023/61.762.1514.179.6120.84.960.981.275.29-
2023/51.7317.8619.117.8522.44.910.990.714.02-
2023/41.47-14.5813.46.1223.374.761.021.173.31-
2023/31.728.4618.54.6626.884.661.140.972.14-
2023/21.5816.4278.932.9432.344.461.191.211.17因去年2月有春節年假,所以去年營業額較低
2023/11.36-10.841.551.361.554.661.14-0.04-0.04-
2022/121.52-14.1215.7918.0419.615.061.040.810.61-
2022/111.770.8333.5916.5119.985.261.0-0.469.81-
2022/101.761.8845.2314.7418.535.231.01.2910.27-
2022/91.73-0.7725.4612.9815.645.021.042.038.97-
2022/81.7412.1823.1111.2514.274.841.081.146.94-
2022/71.550.414.419.5112.794.551.150.875.81-
2022/61.556.5716.977.9612.484.291.191.24.93-
2022/51.4512.2113.626.4111.444.191.220.283.74-
2022/41.29-10.744.754.9610.823.621.411.073.46-
2022/31.4563.7719.133.6713.143.671.281.252.39-
2022/20.88-33.92-1.622.229.543.541.330.531.14-
2022/11.341.6518.441.3418.443.981.180.610.61-
2021/121.32-0.9222.4715.0824.023.860.990.465.95-
2021/111.339.6129.9913.7624.173.920.970.435.48-
2021/101.21-11.9815.7512.4323.584.00.950.595.05-
2021/91.38-2.6320.6711.2224.494.150.790.684.49-
2021/81.414.2527.099.8525.054.090.80.473.81-
2021/71.362.6516.28.4324.713.950.830.593.33-
2021/61.323.5113.517.0826.493.830.750.672.75-
2021/51.283.4613.865.7529.93.730.770.482.08-
2021/41.231.516.034.4835.333.350.860.311.6-
2021/31.2235.2336.973.2444.483.240.810.621.29-
2021/20.9-20.4419.522.0349.393.10.850.280.67-
2021/11.135.1186.461.1386.463.230.820.390.39去年因COVID-19疫情及春節假期影響,導致去年營收較今年減少。
2020/121.075.1531.0212.16-4.253.140.820.424.77-
2020/111.02-2.3812.8611.08-6.683.210.80.584.36-
2020/101.05-8.243.5610.06-8.290.0N/A0.393.78-
2020/91.142.540.369.01-9.50.0N/A0.173.39-
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)822.56.45-17.314.55-25.5315.15-21.3847.98-0.1733.08-5.9235.136.05.01-26.116.55-19.045.32-16.74
2023 (9)803.97.80-8.886.1125.4619.276.8248.063.7635.168.6233.14-13.596.7816.18.09-7.226.39-7.66
2022 (8)775.488.5666.214.87-5.9818.0419.6346.32-4.0432.37-8.238.3549.45.849.778.7278.326.9278.81
2021 (7)732.825.1517.055.1820.4715.0824.0148.27-2.6635.26-1.2625.67-1.045.3222.584.8924.743.8722.86
2020 (6)71-2.744.40-11.824.30-2.4912.16-4.2549.590.6935.71-0.6725.94-9.44.34-4.823.92-13.853.15-13.46
2019 (5)7310.614.99-28.514.41-1.1212.7-4.0149.25-2.4235.95-2.7628.63-17.874.56-6.754.55-21.553.64-21.04
2018 (4)660.06.9859.04.46-6.513.2314.9450.47-3.0536.97-5.0134.8638.724.899.155.870.094.6159.52
2017 (3)6610.04.39-18.14.7725.5311.5116.1552.06-2.3138.921.0925.13-22.394.4817.283.41-12.112.89-9.97
2016 (2)600.05.36-2.723.8016.219.916.2253.292.6238.505.0232.38-8.613.8211.73.88-3.723.21-3.02
2015 (1)601.695.514.553.2711.999.335.4251.93036.66035.4303.429.624.034.43.314.75

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