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)11146.0546.05-2.052.38-1608.33-1.22-16.19-838.46-4.13-96.67-8360.00.59-26.25-79.58-56.41-317.54-995.4-285.45-60.46-3602.33-385.52-91.34-11725.77-1.68-18.31-663.64-2.27-41.88-2422.22-441.81-89.57-7491.24-385.52-91.34-11725.77-28.04-76.86-26.27
25Q1 (19)760.00.0-2.10-156.1-1335.29-1.05-36.36-303.85-2.10-62.79-1335.290.8-29.82-71.22-13.5135.45-291.63-177.89-122.14-2043.25-201.48-261.92-4577.33-1.42-56.04-517.39-1.6-158.06-1330.77-233.06-291.9-3563.0-201.48-261.92-4577.33-44.03-106.89-135.57
24Q4 (18)760.05.56-0.82-57.69-22.39-0.77-234.78-1200.0-1.29-174.47-158.01.14-58.24-51.28-20.93-357.13-207.78-80.08-534.55-36300.0-55.67-272.13-163.22-0.91-167.65-9000.0-0.62-55.0-26.53-59.47-233.35-142.93-55.67-272.13-163.22-31.89-195.51-155.85
24Q3 (17)760.0-1.3-0.52-333.33-425.0-0.23-76.920.0-0.47-1040.0-376.472.73-5.5440.08.1429.211130.38-12.62-63.68-46.74-14.96-358.9-351.01-0.34-54.55-100.0-0.4-344.44-433.33-17.84-206.53-265.34-14.96-358.9-351.01-0.79-251.96-13.46
24Q2 (16)760.011.76-0.12-170.59-20.0-0.1350.065.790.05-70.5902.893.9627.886.30-10.64-49.28-7.717.1160.03-3.26-172.44-9.4-0.224.3550.0-0.09-169.23-28.57-5.82-186.48-55.2-3.26-172.44-9.411.38-22.61-210.72
24Q1 (15)765.5613.430.17125.3770.0-0.26-471.43-750.00.17134.070.02.7818.86.927.05-63.7-49.82-8.30-3672.73-1192.114.50121.2873.08-0.23-2200.0-1250.00.13126.5385.716.73127.49223.564.50121.2873.0819.40-196.69-170.50
23Q4 (14)72-6.4918.03-0.67-518.75-937.50.07130.43-77.42-0.50-394.12-122.732.3420.0-48.3419.422558.2349.16-0.2297.44-104.09-21.15-454.87-1988.39-0.0194.12-104.17-0.49-508.33-1080.0-24.48-326.88-2105.41-21.15-454.87-1988.393.14-129.3884.95
23Q3 (13)7713.2426.230.16260.0-84.47-0.2339.47-1250.00.170-92.21.95-13.72-51.97-0.79-106.36-104.19-8.6055.42-391.535.96300.0-61.84-0.1761.36-241.670.12271.43-80.9510.79387.73-39.755.96300.0-61.84-13.4030.00-505.26
23Q2 (12)681.4915.25-0.10-200.0-130.3-0.38-1050.0-442.860.00-100.0-100.02.26-13.08-28.0312.42-11.617.73-19.29-2638.16-1592.11-2.98-214.62-147.99-0.44-2300.0-1000.0-0.07-200.0-135.0-3.75-280.29-147.65-2.98-214.62-147.99-27.84-87.50-568.55
23Q1 (11)679.8413.560.1025.0-87.50.04-87.1-75.00.10-95.45-87.52.6-42.6-15.8614.057.91-21.110.76-85.87-90.312.60132.14-83.010.02-91.67-91.670.0740.0-85.112.08287.39-87.862.60132.14-83.01-15.51-33.62681.45
22Q4 (10)610.08.930.08-92.23134.780.311450.0410.02.200.92280.334.5311.5871.5913.02-31.084.425.3882.37207.61.12-92.83122.860.24100.0284.620.05-92.06138.46-1.11-106.280.071.12-92.83122.8620.4459.95789.28
22Q3 (9)613.393.391.03212.12412.120.02128.57109.522.1891.23315.844.0629.318.7118.8778.861526.722.95358.77143.1315.62151.53373.080.12400.0152.170.63215.0415.017.91127.57405.1115.62151.53373.0815.4676.69-7.59
22Q2 (8)590.07.270.33-58.75175.0-0.07-143.7536.361.1442.5267.653.141.6235.3410.55-40.7680.96-1.14-114.5481.76.21-59.41159.26-0.04-116.6771.430.2-57.45183.337.87-54.08168.856.21-59.41159.269.34194.5458.12
22Q1 (7)595.3615.690.80447.83463.640.16260.0245.450.80165.57463.643.0917.05354.4117.81152.27-20.357.84256.8150.1915.30412.24191.730.24284.62318.180.47461.54527.2717.14407.72221.5615.30412.24191.73-2.88239.06156.19
21Q4 (6)56-5.089.8-0.2330.358.18-0.1052.3841.18-1.22-20.7910.952.64-22.81363.167.06508.62-38.02-5.0026.986.8-4.9014.3489.97-0.1343.4840.91-0.1335.053.57-5.575.1189.62-4.9014.3489.9712.3027.65-19.26
21Q3 (5)597.2715.69-0.3325.023.26-0.21-90.91-75.0-1.01-48.53-23.173.4247.41322.221.16-80.1-87.67-6.84-9.7962.27-5.7245.4278.6-0.23-64.29-53.33-0.216.679.09-5.8748.6479.67-5.7245.4278.6--0.00
21Q2 (4)557.840.0-0.44-100.00.0-0.110.00.0-0.68-209.090.02.32241.180.05.83-73.930.0-6.2360.120.0-10.4837.170.0-0.14-27.270.0-0.24-118.180.0-11.4318.940.0-10.4837.170.0--0.00
21Q1 (3)510.00.0-0.2260.00.0-0.1135.290.0-0.2283.940.00.6819.30.022.3696.310.0-15.6258.750.0-16.6865.850.0-0.1150.00.0-0.1160.710.0-14.1073.730.0-16.6865.850.0--0.00
20Q4 (2)510.00.0-0.55-27.910.0-0.17-41.670.0-1.37-67.070.00.57-29.630.011.3921.040.0-37.87-108.880.0-48.84-82.720.0-0.22-46.670.0-0.28-27.270.0-53.67-85.90.0-48.84-82.720.0--0.00
20Q3 (1)510.00.0-0.430.00.0-0.120.00.0-0.820.00.00.810.00.09.410.00.0-18.130.00.0-26.730.00.0-0.150.00.0-0.220.00.0-28.870.00.0-26.730.00.0--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)
2025/80.12-43.18-89.121.73-76.990.46N/A本月及本年累計營收較去年同期減少主要係出貨量減少所致
2025/70.2153.38-73.911.62-74.970.68N/A本月及本年累計營收較去年同期減少主要係出貨量減少
2025/60.13-59.8-86.321.41-75.110.613.2本月及本年累計營收較去年同期減少主要係出貨量減少所致
2025/50.33135.25-63.871.28-72.760.543.64本月及本年累計營收較去年同期減少主要係出貨量減少所致
2025/40.14131.04-85.360.94-74.950.424.71本月營收及本年累計營收較去年同期減少主要係出貨量減少所致
2025/30.06-70.98-92.880.8-71.320.82.73本月營收及本年累計營收較去年同期減少主要係出貨量減少所致
2025/20.21-59.53-77.290.74-61.580.972.24本月營收及本年累計營收較去年同期減少主要係出貨量減少所致
2025/10.52122.57-46.650.52-46.651.022.14-
2024/120.24-8.24-68.689.544.251.142.11本月營收較去年同期減少主要係出貨量減少所致
2024/110.26-60.32-71.559.310.791.761.37本月累計營收較去年同期增加主要係出貨量增加所致
2024/100.65-24.66-4.949.0420.722.590.93-
2024/90.86-20.32-11.948.423.282.731.21-
2024/81.0836.3398.07.5429.182.851.16本月營收較去年同期增加主要係出貨量增加所致
2024/70.79-19.683.576.4622.092.71.22本月營收較去年同期增加主要係出貨量增加所致
2024/60.986.19195.115.6716.642.881.43本月累計營收較去年同期增加主要係出貨量增加所致
2024/50.93-4.698.64.683.482.771.49-
2024/40.9712.28-9.443.762.32.771.49-
2024/30.87-7.35-25.032.787.152.781.48-
2024/20.93-4.9331.271.9232.922.671.54-
2024/10.9830.6534.530.9834.532.641.56-
2023/120.75-16.66-59.189.15-38.262.341.7本月營收較去年同期減少主要係產品組合改變所致
2023/110.932.56-32.978.39-35.292.561.55-
2023/100.68-30.2-49.027.49-35.562.21.81-
2023/90.9879.14-30.466.81-33.811.951.18本月營收較去年同期減少主要係產品組合改變所致
2023/80.5426.4-62.255.83-34.341.311.76本月營收較去年同期增加主要係產品組合改變所致
2023/70.4329.24-64.535.29-28.931.621.42本月營收較去年同期減少主要係出貨量減少所致
2023/60.33-60.92-58.184.86-21.992.261.26本月營收較去年同期減少主要係出貨量減少所致
2023/50.85-20.52-13.764.53-16.673.080.92-
2023/41.07-7.05-20.653.67-17.322.940.97-
2023/31.1662.25-40.972.6-15.862.61.32-
2023/20.71-2.5721.231.4427.593.291.04-
2023/10.73-60.3634.470.7334.473.920.87-
2022/121.8436.86261.6114.8263.624.531.04本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/111.350.81-18.012.9751.814.091.15本年累計營收較去年同期增加主要係出貨量增加所致
2022/101.34-4.79176.6411.6368.424.181.13本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/91.4-2.74104.4110.2960.284.061.14本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/81.4418.749.598.8954.993.461.34本年累計營收較去年同期增加主要係出貨量增加所致
2022/71.2252.37-14.217.4468.533.01.54本年累計營收較去年同期增加主要係出貨量增加所致
2022/60.8-19.4-44.746.23107.613.141.11本年累計營收較去年同期增加主要係出貨量增加所致
2022/50.99-26.87469.215.43248.864.30.81本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/41.35-30.8693.164.44221.163.90.9本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/31.96233.281239.133.09352.573.090.79本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/20.598.06198.161.13110.891.641.49本月及本年累計營收較去年同期增加主要係出貨量增加所致
2022/10.546.5860.210.5460.212.70.91本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/120.51-68.96336.379.06267.272.641.02本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/111.64240.12718.158.55263.842.810.96本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/100.48-29.6496.386.9221.372.491.09本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/90.69-47.85106.536.42237.533.420.95本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/81.32-7.04458.345.73265.274.180.78本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/71.42-1.84493.964.42231.133.031.07本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/61.44730.17927.083.0173.92.321.32本月及本年累計營收較去年同期增加主要係出貨量增加所致
2021/50.17-75.18-8.051.5663.051.022.99本年累計營收較去年同期增加主要係出貨量增加所致。
2021/40.7379.3155.11.3880.611.042.92本月營收及本年累計營收較去年同期增加主要係出貨量增加所致。
2021/30.15-25.79-40.260.6838.950.682.51-
2021/20.2-41.9393.70.54117.630.652.62本月及本年累計營收較去年同期增加主要係出貨量增加所致。
2021/10.34190.3134.450.34134.450.662.6本月及本年累計營收較去年同期增加主要係出貨量增加所致。
2020/120.12-41.81-36.062.4750.10.563.02本年累計營收較去年同期增加主要係出貨量增加所致。
2020/110.2-18.3536.02.3560.890.782.18本年累計營收較去年同期增加主要係出貨量增加所致。
2020/100.25-26.0117.82.1563.680.0N/A本年累計營收較去年同期增加主要係出貨量增加所致。
2020/90.3340.9588.291.972.370.0N/A本月營收及本年累計營收較去年同期增加主要係出貨量增加所致。
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)765.56-1.290-1.3909.544.263.80-67.93-17.920-10.590-1.710-1.140-0.980
2023 (9)7218.03-0.500-0.5009.15-38.2611.85-21.52-6.440-4.130-0.590-0.390-0.360
2022 (8)618.932.2000.42014.8263.5815.10166.313.8409.1300.5701.4501.350
2021 (7)569.8-1.220-0.5309.06266.85.67-60.01-6.810-7.530-0.620-0.710-0.680
2020 (6)510.0-1.370-0.5402.4750.6114.180-24.990-28.190-0.620-0.720-0.70
2019 (5)510.04.8102.1701.64-59.71-2.980-53.490148.670-0.880-0.8402.440
2018 (4)510.0-1.340-0.7204.07-52.891.85-55.31-21.750-16.750-0.890-0.770-0.680
2017 (3)510.0-1.770-0.6608.64-48.514.14-7.17-9.450-10.380-0.820-0.980-0.90
2016 (2)510.0-1.930-0.81016.78-24.414.46328.85-6.310-5.860-1.060-1.140-0.980
2015 (1)512.0-2.250-1.25022.2-31.631.040-6.530-5.230-1.450-1.220-1.160

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