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)420.0-2.33-0.40-136.04-205.260.69-38.39392.860.71-36.04-21.982.69-9.7345.4159.572.92-18.8412.22-28.510.49-9.93-180.02-99200.00.33-35.2965.0-0.17-136.17-206.25-4.88-128.36-129.59-9.93-180.02-99200.03.11-40.9347.47
25Q1 (19)42-2.337.691.1154.1788.141.12133.33160.471.11-53.9488.142.9815.9585.0957.88-13.96-29.0517.0916.89-17.8812.41100.1649.520.5134.2150.00.4751.61104.3517.21-8.8-27.4112.41100.1649.527.9723.2476.67
24Q4 (18)430.022.860.72-7.69500.00.4820.0300.02.4142.6-14.232.570.084.8967.278.15-9.8714.6218.38745.096.20-36.86146.340.3818.751800.00.31-6.06616.6718.872.61409.346.20-36.86146.3419.4648.79102.86
24Q3 (17)430.026.470.78105.26-29.090.40185.71-43.661.6985.71-44.772.5738.9260.6262.20-15.26-23.7312.3511.66-45.359.8298300.0-44.640.3260.0-11.110.33106.25-13.1618.3911.52-33.789.8298300.0-44.6426.9134.8459.14
24Q2 (16)4310.2626.470.38-35.59-68.070.14-67.44-82.280.9154.24-53.571.8514.9117.0973.40-10.03-9.9811.06-46.85-55.56-0.01-100.12-100.050.2-41.18-48.720.16-30.43-60.016.49-30.45-43.95-0.01-100.12-100.0515.37196.0995.44
24Q1 (15)3911.4314.710.59427.78-23.380.43258.33-30.650.59-79.0-23.381.6115.838.7881.589.31.4620.811102.890.438.30162.03-40.50.341600.09.680.23483.33-11.5423.71488.6913.618.30162.03-40.51.36155.7187.61
23Q4 (14)352.942.94-0.18-116.36-126.090.12-83.1-72.092.81-8.17-26.251.39-13.120.7274.64-8.47-2.561.73-92.35-85.93-13.38-175.42-205.940.02-94.44-88.24-0.06-115.79-126.09-6.10-121.97-137.61-13.38-175.42-205.94-5.92-61.96-46.61
23Q3 (13)340.00.01.10-7.56-23.080.71-10.13-25.263.0656.12-1.921.61.2722.1481.550.01-8.2622.60-9.2-29.017.74-17.68-47.530.36-7.69-14.290.38-5.0-22.4527.77-5.61-28.017.74-17.68-47.534.0123.498.64
23Q2 (12)340.00.01.1954.5546.910.7927.4251.921.96154.5515.981.586.7627.4281.541.417.1224.8920.132.3421.5554.4810.510.3925.8130.00.453.8548.1529.4240.975.1821.5554.4810.517.0033.0735.80
23Q1 (11)340.00.00.7711.59-12.50.6244.19-12.680.77-79.79-12.51.487.2524.3780.414.97-5.2720.7268.46-31.2313.9510.45-32.180.3182.35-13.890.2613.04-13.3320.8728.67-30.0413.9510.45-32.186.29-20.08-5.28
22Q4 (10)340.00.00.69-51.75-11.540.43-54.74-32.813.8122.12118.971.385.3422.1276.60-13.83-7.1512.30-61.36-52.6712.63-62.64-29.120.17-59.52-41.380.23-53.06-11.5416.22-57.95-35.1712.63-62.64-29.125.5012.4013.97
22Q3 (9)340.00.01.4376.54169.810.9582.6966.673.1284.62225.01.315.6529.788.8916.788.1531.8330.8822.5633.8173.38170.480.4240.061.540.4981.48172.2238.5737.994.4133.8173.38170.484.9334.3027.96
22Q2 (8)340.00.00.81-7.95224.00.52-26.7667.741.6992.05284.091.244.230.5376.12-10.32-4.6524.32-19.2814.519.50-5.2444.690.3-16.6750.00.27-10.0200.027.97-6.2462.0519.50-5.2444.694.752.44-7.91
22Q1 (7)340.00.00.8812.82388.890.7110.94195.830.88-49.43388.891.195.3141.6784.882.881.7630.1315.93113.3920.5715.431446.620.3624.14200.00.315.38400.029.8319.22201.6220.5715.431446.628.6030.0011.61
21Q4 (6)340.00.00.7847.174000.00.6412.281180.01.7481.2512.261.1311.8856.9482.500.38-1.4825.990.0889.0217.8242.56329.340.2911.54190.00.2644.442700.025.0226.11146.0217.8242.56329.349.1079.5948.08
21Q3 (5)340.00.00.53112.0-20.90.5783.879.620.96118.18-38.851.016.326.3282.192.965.1825.9722.2711.9912.50249.16-33.120.2630.018.180.18100.0-21.7419.8414.95-18.4212.50249.16-33.12--0.00
21Q2 (4)340.00.00.2538.890.00.3129.170.00.44144.440.00.9513.10.079.83-4.290.021.2450.420.03.58169.170.00.266.670.00.0950.00.017.2674.520.03.58169.170.0--0.00
21Q1 (3)340.00.00.181000.00.00.24380.00.00.18-88.390.00.8416.670.083.41-0.390.014.122.690.01.33117.120.00.1220.00.00.06700.00.09.89-2.750.01.33117.120.0--0.00
20Q4 (2)340.00.0-0.02-102.990.00.05-90.380.01.55-1.270.00.72-24.210.083.747.170.013.75-40.710.0-7.77-141.570.00.1-54.550.0-0.01-104.350.010.17-58.180.0-7.77-141.570.0--0.00
20Q3 (1)340.00.00.670.00.00.520.00.01.570.00.00.950.00.078.140.00.023.190.00.018.690.00.00.220.00.00.230.00.024.320.00.018.690.00.0--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)
2025/80.9816.70.247.4943.252.71N/A-
2025/70.84-5.796.276.5153.142.56N/A合併子公司致營收增加
2025/60.898.0828.875.6763.852.691.37合併子公司致營收增加
2025/50.82-15.4543.434.7872.592.831.31合併子公司致營收增加
2025/40.98-4.9967.463.9580.243.061.21合併子公司致營收增加
2025/31.03-2.750.42.9884.872.981.28合併子公司致營收增加
2025/21.0618.04119.721.95110.252.691.41合併子公司致營收增加
2025/10.8920.2100.080.89100.082.611.45合併子公司致營收增加
2024/120.74-23.76105.868.641.972.571.33合併子公司致營收增加
2024/110.9814.86118.717.8537.912.631.3合併子公司致營收增加
2024/100.856.044.486.8831.052.631.3-
2024/90.8-18.0452.916.0329.352.571.12合併子公司致營收增加
2024/80.9823.7383.555.2326.372.461.17合併子公司致營收增加
2024/70.7914.2446.344.2517.912.061.4-
2024/60.6920.2849.573.4612.91.851.05-
2024/50.58-1.29-0.332.776.381.841.05-
2024/40.58-14.677.812.198.31.751.11-
2024/30.6842.1414.051.618.481.610.92-
2024/20.487.49-6.010.934.711.291.15-
2024/10.4523.6719.380.4519.381.251.18-
2023/120.36-19.0-30.886.0618.031.40.93-
2023/110.45-24.1216.385.6923.581.560.83-
2023/100.5912.1822.15.2524.231.640.79-
2023/90.52-1.6251.124.6624.51.60.75子公司業績成長
2023/80.53-1.356.594.1421.781.540.78-
2023/70.5416.7716.593.624.411.580.76-
2023/60.46-19.8515.473.0625.891.580.66-
2023/50.586.7724.582.627.941.720.61-
2023/40.54-9.7342.652.0228.941.650.63-
2023/30.617.1233.191.4824.581.480.57-
2023/20.5136.5617.330.8919.361.410.6-
2023/10.37-28.422.240.3722.241.280.66-
2022/120.5236.428.465.1330.251.390.57-
2022/110.38-20.395.764.6130.461.210.65-
2022/100.4838.8433.254.2233.281.330.59-
2022/90.35-30.616.123.7433.281.310.6-
2022/80.57.9144.773.436.861.360.57-
2022/70.4615.6535.362.935.581.330.59-
2022/60.4-13.5325.262.4335.621.240.5-
2022/50.4622.2651.22.0337.871.290.48子公司業績成長。
2022/40.38-15.7115.211.5734.381.260.49-
2022/30.453.1749.661.1941.881.190.5-
2022/20.4442.2852.910.7437.551.150.51子公司業績成長
2022/10.31-24.7720.350.3120.351.080.55-
2021/120.4112.29113.383.948.581.130.52子公司業績成長
2021/110.360.2930.523.532.771.050.56-
2021/100.3610.5844.093.170.331.030.57-
2021/90.33-5.335.632.81-3.431.010.61-
2021/80.350.8922.622.48-4.511.010.62-
2021/70.347.01-3.92.14-7.810.970.64-
2021/60.324.37-3.731.79-8.520.950.57-
2021/50.31-6.844.511.47-9.50.940.58-
2021/40.339.4815.161.17-12.570.910.59-
2021/30.35.418.250.84-20.10.840.62-
2021/20.2811.98-33.740.54-30.280.730.71-
2021/10.2533.37-25.950.25-25.950.720.72-
2020/120.19-31.3-41.283.63-13.570.720.68-
2020/110.2810.72-30.023.44-11.240.840.58-
2020/100.25-18.93-39.443.16-9.10.0N/A-
2020/90.319.88-7.522.91-5.00.0N/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)4322.862.40-13.981.48-33.038.642.1569.75-12.4614.34-20.026.34-40.411.2312.841.6445.131.035.1
2023 (9)352.942.79-26.392.21-16.296.0518.1679.68-2.3117.93-26.410.64-50.671.09-12.81.13-20.980.98-24.03
2022 (8)340.03.79117.822.6450.05.1229.9581.56-0.524.369.2421.57127.291.2542.051.4395.891.29118.64
2021 (7)340.01.7412.991.7629.413.948.5481.971.8522.303.09.49-6.780.8811.390.73-1.350.5913.46
2020 (6)343.031.54-36.361.36-26.883.63-13.3780.481.7121.65-13.9810.18-37.660.79-25.470.74-32.110.52-35.8
2019 (5)333.122.429.51.8639.854.1927.3679.1311.0625.17-3.8216.33-24.751.0623.261.099.00.8115.71
2018 (4)326.672.21114.561.33114.523.2923.6871.25-7.3626.179.5921.7075.420.8634.381.047.060.7125.81
2017 (3)307.141.0349.280.6255.02.668.1376.919.2523.8844.9912.3755.010.6456.10.6858.140.3163.16
2016 (2)2821.740.6976.920.40300.02.4613.3670.403.1216.4713.437.98-16.960.4128.120.4316.220.19111.11
2015 (1)23109.090.3900.1002.1721.2368.27014.5209.6100.32700.00.37311.110.090

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