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)450.00.0-0.25-144.6413.79-0.31-160.7813.890.31-44.64126.053.33-16.124.0646.88-6.263.1-7.28-216.48-21.13-3.37-152.5718.0-0.24-196.0-26.32-0.11-144.015.38-6.31-194.6-20.65-3.37-152.5718.0-0.1977.6864.05
25Q1 (19)450.00.00.56300.0162.220.51288.89156.040.56141.18162.223.9715.7453.8850.0111.3813.26.25269.84138.686.41277.07141.040.25292.31159.520.25308.33162.56.67284.25142.76.41277.07141.048.31-40.00-28.28
24Q4 (18)450.00.0-0.28-380.0-227.27-0.27-345.45-187.1-1.36-24.77-164.453.430.88-14.0444.90-4.228.8-3.68-140.52-468.0-3.62-380.62-250.21-0.13-160.0-425.0-0.12-400.0-220.0-3.62-111.7-4122.22-3.62-380.62-250.213.56-122.76-107.44
24Q3 (17)450.00.00.10134.48-54.550.11130.560.0-1.098.4-157.373.46.25-25.2746.883.131.91-1.5374.54-331.821.29131.39-39.44-0.0573.68-266.670.04130.77-60.0-1.7167.3-193.441.29131.39-39.4415.14101.1395.50
24Q2 (16)450.00.0-0.2967.78-132.22-0.3660.44-149.32-1.19-32.22-170.833.224.03-28.5745.472.923.15-6.0162.81-168.53-4.1173.69-145.82-0.1954.76-148.72-0.1367.5-132.5-5.2366.52-150.93-4.1173.69-145.82-5.66-220.65-166.56
24Q1 (15)450.00.0-0.90-509.09-215.38-0.91-393.55-235.82-0.90-142.65-215.382.58-35.34-32.6444.187.05-7.3-16.16-1716.0-257.81-15.62-748.13-271.84-0.42-1150.0-207.69-0.4-500.0-214.29-15.62-17455.56-235.59-15.62-748.13-271.84-23.83-254.54-105.87
23Q4 (14)450.02.270.220.0-86.590.31181.82-78.912.1111.05-78.273.99-12.31-7.4241.2716.12-24.961.0051.52-94.912.4113.15-85.550.0433.33-95.290.10.0-86.110.09-95.08-99.572.4113.15-85.55-5.38-37.7848.44
23Q3 (13)450.02.270.22-75.56-88.30.11-84.93-93.491.9013.1-76.494.551.562.7135.54-19.37-36.470.66-92.47-97.032.13-76.25-88.650.03-92.31-96.970.1-75.0-87.951.83-82.18-92.312.13-76.25-88.659.26-30.09-37.98
23Q2 (12)450.02.270.9015.38-69.590.738.96-73.741.68115.38-72.954.4816.97-10.9344.08-7.51-29.198.77-14.36-72.658.97-1.32-65.370.390.0-75.780.414.29-69.2310.27-10.85-68.948.97-1.32-65.372.91-18.53-22.73
23Q1 (11)452.272.270.78-52.44-76.00.67-54.42-77.810.78-91.97-76.03.83-11.14-29.647.66-13.35-24.1710.24-47.89-68.699.09-45.5-65.00.39-54.12-78.090.35-51.39-75.1811.52-45.33-65.739.09-45.5-65.0-6.93-32.60-33.72
22Q4 (10)440.07.321.64-12.77-63.061.47-13.02-63.259.7120.17-20.414.31-2.71-27.3255.00-1.68-15.6319.65-11.69-48.4416.68-11.09-45.240.85-14.14-62.390.72-13.25-60.2221.07-11.43-45.0616.68-11.09-45.24-7.32-24.63-26.12
22Q3 (9)440.010.01.88-36.49-53.351.69-39.21-51.858.0830.113.194.43-11.93-18.8655.94-10.14-10.722.25-30.6-38.8718.76-27.57-38.330.99-38.51-50.250.83-36.15-49.0823.79-28.04-36.218.76-27.57-38.33-9.73-22.71-23.58
22Q2 (8)440.010.02.96-8.9214.732.78-7.9520.356.2191.0863.855.03-7.5410.5562.25-0.956.3632.06-1.9910.6325.90-0.2713.31.61-9.5521.971.3-7.825.033.06-1.6713.6525.90-0.2713.3-7.90-17.86-16.23
22Q1 (7)447.3210.03.25-26.8168.63.02-24.5155.933.25-73.36168.65.44-8.2652.3862.85-3.5921.132.71-14.1777.5825.97-14.7493.091.78-21.24169.71.41-22.1193.7533.62-12.3396.7225.97-14.7493.090.17-8.32-5.27
21Q4 (6)412.55.134.4410.17627.874.0013.96412.8212.2055.811387.85.938.6195.7165.194.0733.8938.114.7189.5930.460.13270.562.2613.57465.01.8111.04654.1738.352.84297.8230.460.13270.5614.3033.1932.95
21Q3 (5)400.02.564.0356.22021.053.5151.954914.297.83106.63628.575.4620.0115.8162.647.0235.4736.4025.62933.3330.4233.071151.851.9950.766533.331.6356.732228.5737.2928.191222.3430.4233.071151.85--0.00
21Q2 (4)400.00.02.58113.220.02.3195.760.03.79213.220.04.5527.450.058.5312.770.028.9857.330.022.8669.960.01.32100.00.01.04116.670.029.0970.220.022.8669.960.0--0.00
21Q1 (3)402.560.01.2198.360.01.1851.280.01.2147.560.03.5717.820.051.906.590.018.4239.970.013.4563.630.00.6665.00.00.48100.00.017.0977.280.013.4563.630.0--0.00
20Q4 (2)390.00.00.61221.050.00.781014.290.00.82290.480.03.0319.760.048.695.30.013.16996.670.08.22238.270.00.41233.330.00.24242.860.09.64241.840.08.22238.270.0--0.00
20Q3 (1)390.00.00.190.00.00.070.00.00.210.00.02.530.00.046.240.00.01.200.00.02.430.00.00.030.00.00.070.00.02.820.00.02.430.00.0--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)
2025/81.02-0.57-9.199.3617.213.08N/A-
2025/71.030.73-3.398.3321.553.02N/A-
2025/61.025.66-2.047.326.153.330.92-
2025/50.97-27.66-14.326.2832.373.680.83-
2025/41.34-2.4830.065.3146.984.070.75-
2025/31.370.8333.623.9753.723.970.91客戶需求增加
2025/21.3610.1983.242.667.013.80.95客戶需求增加
2025/11.242.552.151.2452.153.571.01客戶需求增加
2024/121.216.8835.7712.62-25.083.431.43-
2024/111.132.41-23.411.41-28.473.431.43-
2024/101.1-8.55-32.4210.29-28.983.431.43-
2024/91.26.69-27.739.19-28.553.41.83-
2024/81.135.77-20.727.98-28.673.241.92-
2024/71.072.14-26.846.85-29.833.241.92-
2024/61.04-7.57-30.185.79-30.353.22.03-
2024/51.139.8-24.124.74-30.393.192.05-
2024/41.030.18-30.893.61-32.152.82.33-
2024/31.0338.28-27.252.58-32.632.582.61-
2024/20.74-8.5-45.461.55-35.772.442.76-
2024/10.81-8.52-23.320.81-23.323.172.13-
2023/120.89-39.7-37.8216.85-12.323.991.05-
2023/111.47-9.643.0315.96-10.284.770.87-
2023/101.63-2.211.914.49-11.444.720.88-
2023/91.6717.0314.3112.86-13.724.551.06-
2023/81.42-2.38-2.111.19-16.764.381.1-
2023/71.46-2.52-4.079.77-18.544.441.08-
2023/61.50.45-2.938.31-20.644.481.44-
2023/51.490.0-7.16.81-23.74.391.47-
2023/41.495.45-21.05.32-27.334.261.51-
2023/31.413.67-24.53.83-29.533.831.46-
2023/21.3628.64-22.692.42-32.173.851.45-
2023/11.06-25.82-41.411.06-41.413.921.43-
2022/121.43-0.09-28.8419.22-1.494.311.25-
2022/111.43-1.86-27.417.791.634.341.24-
2022/101.46-0.09-25.5316.365.314.371.23-
2022/91.460.22-23.3214.99.764.431.05-
2022/81.45-4.35-20.4413.4515.144.521.03-
2022/71.52-1.36-12.3411.9921.754.670.99-
2022/61.54-3.85-4.6710.4729.045.030.9-
2022/51.6-14.954.848.9337.445.360.84-
2022/41.890.7734.497.3347.475.520.82-
2022/31.876.1647.825.4452.575.440.72客戶需求增加
2022/21.76-2.551.833.5755.195.580.7客戶需求增加
2022/11.81-9.9158.611.8158.615.780.68客戶需求增加
2021/122.011.9281.6319.51107.615.930.48客戶需求增加
2021/111.970.66102.917.5111.075.820.49客戶需求增加
2021/101.962.86104.9615.53112.155.680.5客戶需求增加
2021/91.93.98100.6513.58113.235.460.57客戶需求增加
2021/81.835.38123.9611.68115.425.180.6客戶需求增加
2021/71.737.26127.239.85113.914.880.64客戶需求增加
2021/61.625.74188.338.11111.264.550.55客戶需求增加
2021/51.539.09264.026.598.094.20.6客戶需求增加
2021/41.410.76139.24.9773.713.830.65客戶需求增加
2021/31.279.0354.373.5756.833.570.65客戶需求增加
2021/21.161.84102.412.358.213.40.68客戶需求增加
2021/11.143.1629.431.1429.433.210.72-
2020/121.113.852.29.4-12.493.031.07-
2020/110.971.6827.628.29-14.132.871.13-
2020/100.950.712.377.32-17.70.0N/A-
2020/90.9516.067.926.37-20.880.0N/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)450.0-1.250-1.33012.62-25.145.8410.14-5.840-4.470-0.740-0.70-0.560
2023 (9)452.271.95-79.341.69-81.1816.85-12.3341.62-29.864.77-82.465.29-76.170.8-84.70.94-82.780.89-79.16
2022 (8)447.329.44-18.278.98-18.3619.22-1.4959.34-1.927.20-14.7622.20-13.185.23-15.925.46-12.54.27-14.08
2021 (7)415.1311.551308.5411.002955.5619.51107.5560.4923.831.911384.1925.57724.846.223010.06.241633.334.971453.12
2020 (6)390.00.82-46.750.36-79.199.4-12.4848.86-2.882.15-74.43.10-40.50.2-77.780.36-50.680.32-47.54
2019 (5)3914.711.54-29.031.736.7910.74-4.7950.3119.398.4041.185.21-14.870.934.330.735.80.61-18.67
2018 (4)340.02.1701.62011.2857.7642.140.725.9506.1200.6700.6900.750
2017 (3)3413.33-2.180-1.6707.15-32.2341.842.83-11.210-11.330-0.80-0.80-0.740
2016 (2)3036.364.46-18.322.9817.7910.55-4.5240.6913.6613.2725.6612.0724.691.419.661.4512.41.3910.32
2015 (1)2229.415.46-22.112.53-3.4411.05-20.7935.80010.5609.6801.17-10.01.29-9.151.26-3.08

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