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)11010.020.880.80480.95-45.580.37208.3332.140.80-68.75-45.5812.524.5918.6724.0517.154.254.75410.75-18.16.79266.83-46.70.59436.36-3.280.88519.05-34.338.50554.55-45.556.79266.83-46.7-1.13160.4767.80
24Q4 (19)100-7.4116.28-0.21-160.0-16.670.12-72.73-69.232.56-10.49-15.7911.97-6.8520.5420.53-7.4-7.520.93-70.57-71.73-4.07-295.67-164.290.11-73.17-66.67-0.21-156.76-40.0-1.87-182.0227.8-4.07-295.67-164.29-2.43-114.78-19.70
24Q3 (18)10817.3920.00.35-69.57-76.190.4433.33-10.22.869.16-12.812.851.9821.9222.174.58-6.183.16-23.67-57.122.08-72.99-83.450.41-21.15-47.440.37-65.09-72.182.28-76.42-84.72.08-72.99-83.4510.71-45.6725.59
24Q2 (17)921.112.21.15-21.7715.00.3317.8665.02.6278.2348.0212.619.4323.6521.20-8.112.514.14-28.6220.07.70-39.56-5.170.52-14.7548.571.06-20.927.719.67-38.052.447.70-39.56-5.1712.84447.45-5.18
24Q1 (16)915.8110.981.47916.6793.420.28-28.21-48.151.47-51.6493.4210.556.24-7.6223.073.925.295.8076.29-11.8512.74927.27133.760.6184.85-18.671.34993.33116.1315.61702.7128.8912.74927.27133.760.23402.21-24.31
23Q4 (15)86-4.4416.22-0.18-112.24-147.370.39-20.41-40.913.04-7.32-47.049.93-5.79-18.022.20-6.05-8.943.29-55.36-52.66-1.54-112.25-166.670.33-57.69-60.71-0.15-111.28-153.57-2.59-117.38-180.94-1.54-112.25-166.67-1.18-32.6262.30
23Q3 (14)909.7623.291.4747.0-36.090.49145.0-24.623.2885.31-40.0410.543.43-22.3923.6314.265.267.37113.62-13.512.5754.81.530.78122.86-32.761.3360.24-20.8314.9057.84-4.8512.5754.81.53-3.6739.2941.02
23Q2 (13)820.013.891.0031.58-30.560.20-62.96-65.521.77132.89-43.9910.19-10.77-8.8620.68-5.61-7.883.45-47.57-58.038.1248.99-12.310.35-53.33-61.960.8333.87-20.199.4438.42-20.08.1248.99-12.31-8.2365.79-40.57
23Q1 (12)8210.8113.890.76100.0-55.810.54-18.18-28.00.76-86.76-55.8111.42-5.7-12.0921.91-10.131.156.58-5.32-26.235.45135.93-42.510.75-10.71-35.340.62121.43-49.596.82113.12-43.315.45135.93-42.51-8.268.26-8.32
22Q4 (11)741.374.230.38-83.4880.950.661.54266.675.744.94144.2612.11-10.8220.1424.388.624.266.95-18.4390.932.31-81.3452.980.84-27.59127.030.28-83.3386.673.20-79.570.952.31-81.3452.985.32-11.886.80
22Q3 (10)731.391.392.3059.72114.950.6512.07-18.755.4773.1155.6113.5821.4720.1822.450.01.548.523.65-3.8412.3833.6982.061.1626.0916.01.6861.54118.1815.6632.7197.4812.3833.6982.063.7721.72-5.30
22Q2 (9)720.00.01.44-16.28396.550.58-22.6745.03.1683.72198.1111.18-13.938.0222.453.6513.568.22-7.8590.289.26-2.32363.00.92-20.69104.441.04-15.45395.2411.80-1.91453.999.26-2.32363.07.47351.38147.00
22Q1 (8)721.414.351.72719.05120.510.75316.67114.291.72-26.81120.5112.9928.8714.6521.6610.45.568.92145.0580.29.48527.8198.331.16213.51107.141.23720.0127.7812.03279.592.799.48527.8198.339.04319.34119.59
21Q4 (7)71-1.395.970.21-80.37-48.780.18-77.5-60.02.359.8157.7210.08-10.82.6519.62-11.26-6.533.64-58.92-17.081.51-77.79-46.260.37-63.0-13.950.15-80.52-46.433.17-60.0342.151.51-77.79-46.26-0.8194.3011.25
21Q3 (6)720.07.461.07268.97197.220.80100.0110.532.14101.8998.1511.39.1823.6322.1111.841.668.86105.0947.676.80240.0153.731.0122.2281.820.77266.67220.837.93272.399.256.80240.0153.730.26103.0857.14
21Q2 (5)724.352.860.29-62.82341.670.4014.29263.641.0635.949.310.35-8.6553.5619.77-3.651.444.32-12.73700.02.00-58.16261.290.45-19.641025.00.21-61.11362.52.13-65.87186.592.00-58.16261.29--0.00
21Q1 (4)692.990.00.7890.240.00.35-22.220.00.78-47.650.011.3315.380.020.52-2.240.04.9512.760.04.7870.110.00.5630.230.00.5492.860.06.24179.820.04.7870.110.0--0.00
20Q4 (3)670.00.00.4113.890.00.4518.420.01.4937.960.09.827.440.020.99-3.490.04.39-26.830.02.814.850.00.43-21.820.00.2816.670.02.23-43.970.02.814.850.0--0.00
20Q3 (2)67-4.290.00.36400.00.00.38245.450.01.0852.110.09.1435.610.021.7511.60.06.001011.110.02.68316.130.00.551275.00.00.24400.00.03.98261.790.02.68316.130.0--0.00
20Q2 (1)700.00.0-0.120.00.00.110.00.00.710.00.06.740.00.019.490.00.00.540.00.0-1.240.00.00.040.00.0-0.080.00.0-2.460.00.0-1.240.00.0--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)
2025/54.15-8.95-5.2321.2412.0912.86N/A-
2025/44.569.9613.5217.0817.312.61N/A-
2025/34.156.1221.0112.5218.7412.520.89-
2025/23.91-12.5739.838.3817.6412.110.92-
2025/14.4719.593.314.473.3112.370.9-
2024/123.74-10.2513.7647.9713.9911.980.93-
2024/114.162.0719.1944.2414.0112.360.9-
2024/104.08-0.8629.2740.0713.512.60.88-
2024/94.11-6.5215.4635.9911.9512.850.87-
2024/84.41.6814.7231.8811.5112.930.86-
2024/74.333.0237.9827.4811.0112.910.87-
2024/64.2-4.0721.9523.157.0912.60.86-
2024/54.389.0629.518.944.2811.820.92-
2024/44.0217.2119.3414.56-1.4910.241.06-
2024/33.4322.62-11.0310.55-7.6310.550.85-
2024/22.79-35.4-22.877.12-5.8910.410.86-
2024/14.3331.689.694.339.6911.10.81-
2023/123.29-5.96-3.1142.08-15.69.930.98-
2023/113.4910.71-24.0238.8-16.5110.210.95-
2023/103.16-11.45-23.4435.31-15.6810.560.92-
2023/93.56-7.12-24.7532.15-14.8310.540.97-
2023/83.8422.29-19.6228.59-13.4110.420.98-
2023/73.14-8.94-22.8724.75-12.369.971.03-
2023/63.451.86-15.0421.61-10.5910.191.04-
2023/53.380.52.1218.17-9.710.61.0-
2023/43.37-12.61-11.7614.78-12.0310.840.98-
2023/33.856.31-19.411.42-12.1111.421.02-
2023/23.62-8.13-6.467.57-7.8710.961.06-
2023/13.9416.31-9.123.94-9.1211.930.97-
2022/123.39-26.25-1.9449.8615.812.111.07-
2022/114.611.5528.8346.4717.3513.460.96-
2022/104.12-12.9734.9741.8816.2113.630.95-
2022/94.74-0.7929.6737.7514.4713.580.88-
2022/84.7717.3521.0433.0212.5812.90.93-
2022/74.070.299.8228.2411.2711.441.04-
2022/64.0622.4524.5224.1711.5111.181.06-
2022/53.31-13.15-3.2520.129.2111.910.99-
2022/43.81-20.183.9216.8112.0612.470.95-
2022/34.7823.3717.8412.9914.712.990.89-
2022/23.87-10.7440.918.2112.9411.670.99-
2022/14.3425.51-4.044.34-4.0411.371.02-
2021/123.46-3.1112.3343.0622.4910.081.14-
2021/113.5716.872.8939.623.4610.271.12-
2021/103.05-16.39-6.6736.0325.9610.651.08-
2021/93.65-7.41.0432.9830.1711.30.86-
2021/83.946.4834.7429.3335.0210.910.89-
2021/73.713.7142.6425.3835.0710.390.93-
2021/63.26-4.8641.9121.6833.8510.350.85-
2021/53.42-6.7180.9918.4232.5211.150.79主係去年同期疫情影響營收,本期逐步恢復。及工業應用商品營收持續成長所致。
2021/43.67-9.4943.515.024.8810.470.84-
2021/34.0547.5123.7811.3319.8511.330.71-
2021/22.75-39.22-5.987.2717.7610.350.78-
2021/14.5246.9439.124.5239.1211.070.73-
2020/123.08-11.2611.8235.15-8.129.820.8-
2020/113.476.013.132.07-9.6610.360.76-
2020/103.27-9.473.4328.61-11.09.810.8-
2020/93.6123.470.7425.33-12.589.140.79-
2020/82.9312.72-15.6721.72-14.467.820.93-
2020/72.613.13-20.0618.79-14.270.0N/A-
2020/62.321.33-24.9716.2-13.260.0N/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)10016.282.39-13.721.16-27.9547.9714.021.71-1.813.44-34.354.36-30.021.65-25.342.93-3.932.56-2.29
2023 (9)8616.222.77-39.521.61-39.2542.08-15.622.11-2.645.24-35.946.23-26.532.21-45.833.05-43.522.62-38.06
2022 (8)744.234.58117.062.6553.1849.8615.7922.7110.518.1848.198.48119.124.0871.435.4152.344.23153.29
2021 (7)715.972.1162.311.7338.443.0622.520.55-2.845.5226.033.8736.272.3854.552.1482.911.6767.0
2020 (6)671.521.30-57.521.25-1.5735.15-8.1321.15-2.044.38-18.592.84-50.261.54-25.241.17-58.81.0-54.13
2019 (5)661.543.06-5.561.27188.6438.2611.6421.597.575.3827.195.71-10.362.0642.072.84-9.842.180.0
2018 (4)6512.073.24-1.520.44-68.5734.272.7620.07-12.44.23-42.846.377.061.45-41.33.158.252.1810.1
2017 (3)585.453.2939.411.40-15.6633.3524.6322.91-3.827.40-23.325.9522.432.47-4.262.9141.951.9852.31
2016 (2)551.852.3616.261.6625.7626.7621.223.824.79.6520.634.86-3.192.5845.762.0544.371.317.12
2015 (1)5422.732.0301.3297.0122.089.7422.7508.0005.0201.7775.251.42105.81.11158.14

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