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(%)
25Q1 (20)33-36.54-50.00.8142.11118.920.76-10.5918.750.81-61.79118.923.45-8.01.7728.750.71.059.25-0.2216.217.74-1.96.610.32-8.5718.520.27-10.08.09.68-1.537.27.74-1.96.61-1.1915.5911.11
24Q4 (19)5218.18-17.460.57-10.9418.750.8532.8111.842.1253.621.923.755.635.0428.553.180.359.2714.441.767.89-1.38-6.070.3520.699.380.37.140.09.83-1.6-6.27.89-1.38-6.070.1518.9510.24
24Q3 (18)44-33.33-29.030.6448.84-17.950.64-12.33-12.331.3872.5-15.853.55-5.33-0.5627.670.73-4.128.10-2.17-6.798.005.26-41.130.29-6.45-6.450.280.0-42.869.996.96-36.658.005.26-41.132.6432.530.87
24Q2 (17)660.06.450.4316.222.380.7314.064.290.80116.22-5.883.7510.629.0127.47-3.44-2.428.284.02-10.787.604.681.060.3114.81-3.120.2812.07.699.343.43-7.87.604.681.062.79-3.35-0.86
24Q1 (16)664.766.450.37-22.92-13.950.64-15.79-15.790.37-82.21-13.953.39-5.04-2.5928.450.03.047.96-12.62-11.957.26-13.57-5.350.27-15.62-12.90.25-16.67-7.419.03-13.84-5.357.26-13.57-5.35-2.52-30.69-5.84
23Q4 (15)631.611.610.48-38.46-33.330.764.11-41.542.0826.8313.663.570.0-10.328.45-1.427.689.114.83-26.188.40-38.19-24.260.323.23-34.690.3-38.78-31.8210.48-33.54-15.968.40-38.19-24.261.8923.624.20
23Q3 (14)620.00.00.7885.7150.00.734.29-19.781.6492.9446.433.573.78-10.5328.862.5216.238.69-6.36-6.7613.5980.7269.450.31-3.12-16.220.4988.4653.1215.7755.6858.9713.5980.7269.451.3141.69-1.80
23Q2 (13)620.00.00.42-2.3313.510.70-7.899.370.8597.6741.673.44-1.15-21.6428.151.9629.199.282.6557.827.52-1.9644.890.323.2323.080.26-3.713.0410.136.1857.547.52-1.9644.89-6.86-21.30-24.71
23Q1 (12)620.00.00.43-40.2886.960.76-41.54130.30.43-76.586.963.48-12.56-19.6327.614.522.669.04-26.74139.797.67-30.84135.280.31-36.7393.750.27-38.6492.869.54-23.5108.37.67-30.84135.28-6.41-0.910.66
22Q4 (11)620.00.00.7238.46148.281.3042.86136.361.8363.3911.593.98-0.25-17.2626.426.425.8712.3432.4175.4511.0938.28200.540.4932.43122.730.4437.5144.4412.4725.71172.2711.0938.28200.54-4.6839.5042.52
22Q3 (10)620.00.00.5240.5436.840.9142.19133.331.1286.67-17.043.99-9.11-11.5324.8313.9512.459.3258.5156.048.0254.5355.730.3742.31131.250.3239.1339.139.9254.2866.728.0254.5355.73-3.8650.7068.06
22Q2 (9)620.00.00.3760.87-28.850.6493.94-15.790.60160.87-38.144.391.39-6.621.79-3.2-1.85.8855.97-16.485.1959.2-24.450.2662.5-21.210.2364.29-28.126.4340.39-24.265.1959.2-24.45-4.2920.0926.97
22Q1 (8)620.00.00.23-20.69-48.890.33-40.0-58.230.23-85.98-48.894.33-9.98-0.6922.517.24-4.213.77-15.85-49.673.26-11.65-48.420.16-27.27-51.520.14-22.22-50.04.580.0-41.953.26-11.65-48.42-1.67-22.190.52
21Q4 (7)620.08.770.29-23.68-30.950.5541.03-21.431.6421.48-22.644.816.658.0920.99-4.94-13.164.4823.08-30.333.69-28.35-31.790.2237.5-24.140.18-21.74-25.04.58-23.03-31.023.69-28.35-31.791.31-25.30-3.82
21Q3 (6)620.014.810.38-26.92-44.120.39-48.68-50.631.3539.18-21.514.51-4.0412.1922.08-0.5-15.473.64-48.3-53.815.15-25.04-43.90.16-51.52-50.00.23-28.12-37.845.95-29.92-44.445.15-25.04-43.91.88-5.68-26.24
21Q2 (5)620.010.710.5215.56-13.330.76-3.8-21.650.97115.56-7.624.77.827.0322.19-5.57-20.297.04-6.01-35.066.878.7-25.00.330.0-17.50.3214.29-5.888.497.6-25.666.878.7-25.0--0.00
21Q1 (4)628.770.00.457.140.00.7912.860.00.45-78.770.04.36-2.020.023.50-2.770.07.4916.490.06.3216.820.00.3313.790.00.2816.670.07.8918.830.06.3216.820.0--0.00
20Q4 (3)575.560.00.42-38.240.00.70-11.390.02.1223.260.04.4510.70.024.17-7.470.06.43-18.40.05.41-41.070.00.29-9.380.00.24-35.140.06.64-38.00.05.41-41.070.0--0.00
20Q3 (2)54-3.570.00.6813.330.00.79-18.560.01.7263.810.04.028.650.026.12-6.180.07.88-27.310.09.180.220.00.32-20.00.00.378.820.010.71-6.220.09.180.220.0--0.00
20Q2 (1)560.00.00.600.00.00.970.00.01.050.00.03.70.00.027.840.00.010.840.00.09.160.00.00.40.00.00.340.00.011.420.00.09.160.00.0--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)
2025/51.26-0.041.215.981.523.72N/A-
2025/41.265.520.664.711.63.52N/A-
2025/31.212.683.663.451.953.450.19-
2025/21.06-11.2112.792.261.063.550.190.280.59-
2025/11.2-7.3-7.471.2-7.473.720.18-
2024/121.294.288.1614.432.693.750.16-
2024/111.240.750.2413.142.183.670.160.363.51-
2024/101.231.427.6711.912.383.60.160.33.16-
2024/91.214.011.9110.681.813.550.19-
2024/81.16-0.96-3.529.471.83.580.180.292.44-
2024/71.17-5.67-0.098.312.593.670.180.292.15-
2024/61.25-0.089.427.133.053.750.18-
2024/51.25-0.595.685.891.793.650.180.371.56-
2024/41.258.6611.254.640.793.350.2-
2024/31.1522.61-6.053.39-2.593.390.22-
2024/20.94-27.16-19.652.23-0.693.430.210.170.56-
2024/11.298.3619.91.2919.93.720.20.390.39-
2023/121.19-3.34-7.2114.05-15.793.570.160.354.55-
2023/111.238.22-12.2112.86-16.53.560.160.374.21-
2023/101.14-3.99-11.5611.63-16.933.530.160.323.83-
2023/91.19-1.54-7.5410.49-17.483.570.180.933.52-
2023/81.212.55-11.099.3-18.593.520.190.382.59-
2023/71.183.32-13.08.1-19.63.490.190.282.21-
2023/61.14-3.49-19.186.92-20.633.440.16-
2023/51.184.64-19.45.78-20.913.530.16-
2023/41.13-8.23-25.554.6-21.283.530.16-
2023/31.234.85-18.883.48-19.793.480.18-
2023/21.178.7-1.732.25-20.283.530.18-
2023/11.08-16.14-33.851.08-33.853.770.16-
2022/121.28-8.56-19.5716.69-9.233.980.14-
2022/111.419.03-18.6215.41-8.253.980.14-
2022/101.290.36-13.1814.0-7.063.930.14-
2022/91.28-5.32-14.0112.71-6.393.990.16-
2022/81.360.35-12.7311.43-5.454.120.15-
2022/71.35-4.01-7.7310.07-4.374.220.15-
2022/61.41-3.76-8.78.72-3.834.390.14-
2022/51.46-3.34-7.647.31-2.834.490.14-
2022/41.510.0-4.085.85-1.554.220.15-
2022/31.5127.010.434.33-0.634.330.2-
2022/21.19-26.82-7.12.82-1.24.420.2-
2022/11.631.953.61.633.64.950.18-
2021/121.6-7.480.6318.3917.784.810.15-
2021/111.7316.3213.2816.7919.724.710.15-
2021/101.48-0.611.0115.0620.514.530.15-
2021/91.49-3.92.0513.5821.644.510.16-
2021/81.556.1118.712.0924.64.560.15-
2021/71.46-5.0217.6810.5325.524.590.15-
2021/61.54-2.6419.49.0726.894.70.13-
2021/51.580.3834.087.5228.544.670.13-
2021/41.584.728.865.9427.144.370.14-
2021/31.5117.4722.64.3626.524.360.17-
2021/21.28-18.3916.462.8628.74.440.16-
2021/11.57-0.9740.771.5740.774.680.16-
2020/121.594.1419.9615.619.054.450.13-
2020/111.5213.9919.4814.027.944.330.14-
2020/101.34-8.6212.5512.56.684.110.15-
2020/91.4611.7619.9511.166.024.020.13-
2020/81.315.29.69.74.23.850.14-
2020/71.24-3.635.48.393.40.0N/A-
2020/61.299.329.617.153.060.0N/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)52-17.461.9713.872.88-1.0314.432.728.03-0.858.42-6.767.69-17.491.21-4.721.38-14.811.11-15.27
2023 (9)631.611.7316.892.91-7.6214.05-15.8228.2718.739.0317.279.3237.671.27-0.781.6218.251.3115.93
2022 (8)620.01.4810.453.1527.0216.69-9.2423.817.457.7036.526.7723.321.2823.081.3711.381.1311.88
2021 (7)628.771.34-31.282.48-22.0118.3917.8122.16-15.425.64-33.335.49-29.341.04-21.211.23-16.891.01-16.53
2020 (6)57-3.391.9511.433.184.9515.619.0126.204.098.46-1.747.778.071.327.321.4817.461.2117.48
2019 (5)590.01.7560.553.0351.514.32-3.2425.1710.018.6182.037.1965.291.2375.711.2685.291.0360.94
2018 (4)590.01.0967.692.0037.9314.8-8.1322.884.04.7357.144.3580.50.745.830.6874.360.6464.1
2017 (3)590.00.65-48.01.45-28.5716.11-4.922.002.183.01-24.942.41-50.410.48-29.410.39-53.010.39-52.44
2016 (2)590.01.25-0.792.036.2816.94-2.3121.531.654.01-9.074.861.250.68-10.530.83-13.540.82-1.2
2015 (1)5918.01.2612.51.9137.4117.34-2.1421.1804.4104.8000.7620.630.9628.00.8343.1

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