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)921.14.553.6822.67-7.543.2646.199.43.68-69.84-7.5426.1917.5520.3630.584.98-12.2814.0141.23-16.6112.674.19-22.083.6766.060.273.3723.9-4.2615.4319.43-24.3312.674.19-22.086.7733.4524.47
24Q4 (19)910.03.413.0044.231.012.232.76-36.6512.2032.18-6.0122.28-4.014.629.132.72-12.299.92-6.06-40.3112.1652.38-1.142.21-9.8-37.572.7243.923.8212.9228.3-5.8312.1652.38-1.140.994.01-9.73
24Q3 (18)911.113.412.08-36.2-40.062.17-22.22-15.899.2328.91-7.8823.215.9816.4628.36-18.2-17.810.56-33.29-32.957.98-40.67-47.712.45-29.39-21.971.89-35.71-38.2410.07-42.52-47.557.98-40.67-47.713.31-27.15-14.30
24Q2 (17)902.273.453.26-18.0922.562.79-6.3841.627.1679.97.1921.90.6413.4134.67-0.555.2215.83-5.7715.3813.45-17.2813.413.47-5.1930.942.94-16.4827.2717.52-14.087.3513.45-17.2813.411.407.96-10.86
24Q1 (16)880.01.153.9834.01-1.02.98-15.34-22.63.98-69.34-1.021.762.16-3.7234.864.97-3.316.801.08-15.0716.2632.25.313.663.39-18.123.5234.351.1520.3948.624.5116.2632.25.314.529.8010.54
23Q4 (15)880.02.332.97-14.41-33.563.5236.43-27.1212.9829.54-39.5221.36.87-6.8633.21-3.74-11.7916.625.52-17.0212.30-19.4-27.93.5412.74-22.712.62-14.38-31.9513.72-28.54-21.3812.30-19.4-27.95.048.0233.70
23Q3 (14)881.152.333.4730.45-44.752.5830.96-40.9610.0250.0-41.1319.933.21-22.1534.504.7-3.4415.7514.8-27.6215.2628.67-29.523.1418.49-43.633.0632.47-43.6519.2017.65-29.6415.2628.67-29.52-5.68-1.69-8.93
23Q2 (13)870.03.572.66-33.83-58.51.97-48.83-60.446.6866.17-39.5519.31-14.56-32.6532.95-8.6-0.313.72-30.64-34.6411.86-23.19-37.912.65-40.72-55.982.31-33.62-56.9816.32-16.35-31.2811.86-23.19-37.91-7.87-21.95-34.56
23Q1 (12)871.164.824.02-10.07-13.363.85-20.2910.324.02-81.27-13.3622.6-1.18-12.7436.05-4.2526.9419.78-1.2521.215.44-9.52.664.47-2.45.673.48-9.61-9.8419.5111.813.5615.44-9.52.66-5.92-19.45-4.88
22Q4 (11)860.04.884.47-28.8226.994.8310.5358.3621.4626.0913.3122.87-10.66-4.5937.655.3733.1820.03-7.9538.5217.06-21.238.144.58-17.7731.993.85-29.132.7617.45-36.0617.5917.06-21.238.14-10.69-15.43-0.86
22Q3 (10)862.383.616.28-2.03-2.794.37-12.25-23.0617.0254.0310.325.6-10.71-13.9235.738.118.9321.763.67-3.0721.6513.3518.895.57-7.48-16.625.431.121.6927.2914.9119.5921.6513.3518.89-0.0118.0615.22
22Q2 (9)841.22.446.4138.1510.714.9842.69-5.511.05138.1523.3328.6710.69-0.6233.0516.377.3720.9928.62-1.7819.1026.9914.036.0242.32-2.435.3739.1212.5823.7526.0612.6719.1026.9914.039.3734.9828.56
22Q1 (8)831.221.224.6431.8246.373.4914.4328.784.64-75.546.3725.98.0533.5128.400.46-0.0416.3212.86-0.5515.0421.7811.824.2321.933.023.8633.148.4618.8426.9511.0215.0421.7811.82-5.67-6.84-15.93
21Q4 (7)82-1.21.233.52-45.5162.963.05-46.345.2418.9422.7565.2723.97-19.452.1928.27-13.81-2.9514.46-35.59-2.4912.35-32.188.623.47-48.0548.292.9-45.6965.7114.84-34.978.3212.35-32.188.62-8.16-16.97-19.26
21Q3 (6)831.222.476.4611.57170.295.687.78149.1215.4372.2165.9129.743.0882.7932.806.568.2522.455.0538.4118.218.7251.626.688.27153.035.3411.95175.2622.828.2549.8418.218.7251.6225.8947.1151.12
21Q2 (5)820.02.55.7982.6587.385.2794.4678.648.96182.6527.0928.8548.7150.530.788.346.2121.3730.2324.6116.7524.5429.346.1794.0387.544.7783.4693.921.0824.2233.0816.7524.5429.34--0.00
21Q1 (4)821.230.03.1746.760.02.7129.050.03.17-72.340.019.423.170.028.41-2.470.016.4110.650.013.4518.290.03.1835.90.02.648.570.016.9723.870.013.4518.290.0--0.00
20Q4 (3)810.00.02.16-9.620.02.10-7.890.011.4623.230.015.75-3.20.029.13-3.860.014.83-8.570.011.37-5.330.02.34-11.360.01.75-9.790.013.70-10.050.011.37-5.330.0--0.00
20Q3 (2)811.250.02.39-22.650.02.28-22.710.09.3031.910.016.27-15.130.030.304.550.016.22-5.420.012.01-7.260.02.64-19.760.01.94-21.140.015.23-3.850.012.01-7.260.0--0.00
20Q2 (1)800.00.03.090.00.02.950.00.07.050.00.019.170.00.028.980.00.017.150.00.012.950.00.03.290.00.02.460.00.015.840.00.012.950.00.0--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)
2025/510.214.5651.146.1627.6429.68N/A本月營收較去年同期增加係因出貨量增加及單價上漲所致
2025/49.770.6727.6635.9522.2527.77N/A-
2025/39.716.8128.4426.1920.3426.190.6-
2025/28.31.4733.1216.4916.0423.690.67-
2025/18.1813.532.678.182.6722.980.69-
2024/127.21-5.060.389.167.2322.280.74-
2024/117.591.55.0881.957.8922.20.74-
2024/107.484.938.5674.368.1922.50.73-
2024/97.13-9.712.3466.888.1423.210.74-
2024/87.9-3.5823.2459.758.8823.580.73-
2024/78.199.2624.8851.856.9822.440.76-
2024/67.510.9121.443.664.1821.90.68-
2024/56.76-11.640.5636.171.2121.960.67-
2024/47.651.2819.329.411.3621.440.69-
2024/37.5521.06-11.7921.76-3.7221.760.71-
2024/26.24-21.73-8.2214.211.1921.390.72-
2024/17.9710.9110.037.9710.0322.380.69-
2023/127.19-0.5411.3683.14-19.321.30.54-
2023/117.224.86-7.0875.95-21.3521.080.55-
2023/106.89-1.08-20.2368.73-22.620.260.57-
2023/96.978.71-17.9561.84-22.8619.930.56-
2023/86.41-2.3-19.6454.87-23.4419.140.58-
2023/76.566.22-28.2448.47-23.9219.450.57-
2023/66.17-8.12-32.4241.91-23.1919.310.5-
2023/56.724.8-29.0435.73-21.3321.690.45-
2023/46.41-25.11-36.2629.01-19.321.770.44-
2023/38.5625.95-8.2722.6-12.7222.60.48-
2023/26.8-6.15-10.6914.04-15.2320.490.53-
2023/17.2412.25-19.087.24-19.0821.470.51-
2022/126.45-17.02-7.6103.031.0522.870.51-
2022/117.78-9.97-13.496.581.6924.90.47-
2022/108.641.747.8988.83.2625.10.46-
2022/98.496.46-9.7480.172.7925.60.49-
2022/87.97-12.75-14.2471.684.5126.250.48-
2022/79.140.04-17.1663.77.4527.750.45-
2022/69.14-3.53-12.954.5613.0828.670.47-
2022/59.47-5.85-3.2645.4320.328.860.46-
2022/410.067.7717.3635.9628.5527.00.5-
2022/39.3322.6216.3925.933.4925.90.69-
2022/27.61-14.9743.8716.5645.5423.550.76-
2022/18.9528.1946.998.9546.9924.920.72-
2021/126.98-22.2342.86101.9642.5523.970.69-
2021/118.9812.1763.694.9742.5326.390.63本月營收較去年同期增加係因出貨量增加所致
2021/108.01-14.8948.8585.9940.6426.710.62-
2021/99.411.1684.477.9939.8529.740.58本月營收較去年同期增加係因出貨量增加所致
2021/89.3-15.7374.5368.5835.3630.820.56本月營收較去年同期增加係因出貨量增加所致
2021/711.035.1888.8159.2830.7631.310.55本月營收較去年同期增加係因出貨量增加所致
2021/610.497.1484.5148.2522.1728.850.52本月營收較去年同期增加係因出貨量增加所致
2021/59.7914.2256.9337.7611.6826.380.56本月營收較去年同期增加係因出貨量增加所致
2021/48.576.8818.3127.971.4521.880.68-
2021/38.0251.578.119.4-4.5519.40.52-
2021/25.29-13.13-15.9411.38-11.8316.270.62-
2021/16.0924.59-7.926.09-7.9216.470.61-
2020/124.89-10.94-1.6171.52-2.8415.750.5-
2020/115.492.05-8.2866.63-2.9315.970.5-
2020/105.385.42-26.6961.14-2.4215.810.5-
2020/95.1-4.24-20.6255.770.7916.270.39-
2020/85.33-8.83-21.2550.663.616.860.37-
2020/75.842.78-2.2645.347.590.0N/A-
2020/65.69-8.860.3439.499.220.0N/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)913.4112.02-5.6510.16-14.7789.167.2431.69-7.4213.22-20.3612.39-9.9611.78-14.6413.49-5.7311.06-3.66
2023 (9)882.3312.74-39.9911.92-32.4383.14-19.3134.231.9716.60-16.1213.76-24.6413.8-32.3214.31-36.8511.48-37.95
2022 (8)864.8821.2314.0817.645.5103.031.0533.5710.6819.793.518.2617.6520.394.6222.6614.9118.518.51
2021 (7)821.2318.6166.0116.7258.18101.9642.5630.331.6819.1213.2715.5218.0219.4961.4719.7268.8415.6167.49
2020 (6)811.2511.21-10.5310.57-10.6571.52-2.8529.83-5.2416.88-10.5513.15-5.9412.07-13.111.68-11.189.32-8.09
2019 (5)802.5612.5316.4511.8327.4873.62-6.4131.4827.618.8733.8313.9829.3213.8925.2513.1519.6510.1420.28
2018 (4)789.8610.762.679.280.8778.6620.224.67-8.9714.10-7.3610.81-3.2211.0911.3510.9919.728.439.77
2017 (3)717.5810.4860.749.2075.2465.4440.8527.10-0.4415.2228.4411.1727.89.9680.769.1872.567.6865.52
2016 (2)666.456.52-25.325.25-9.1746.465.9327.22-1.211.85-18.288.74-26.375.51-13.365.32-20.04.64-17.29
2015 (1)625.088.733.445.7832.5743.8624.2527.55014.50011.8706.3624.716.657.955.6110.65

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