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8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(%)
26Q1 (8)326.676.67-0.9120.18-555.0-0.6914.81-346.43-0.9173.93-555.08.45-21.61-21.17.84-29.81-40.02-4.36-119.1-544.9-3.35-17.13-756.86-0.37-76.19-470.0-0.2914.71-583.33-5.16-89.01-797.3-3.35-17.13-756.86-12.2411.37-61.72
25Q4 (7)300.00.0-1.142.56-1366.67-0.81-138.24-606.25-3.49-48.51-1354.1710.78-2.88-23.1611.177.920.18-1.99-35.37-358.44-2.86-1.06-444.58-0.21-31.25-290.91-0.342.86-1233.33-2.7325.21-526.56-2.86-1.06-444.58-3.638.58-37.21
25Q3 (6)300.00.0-1.1714.6-192.5-0.3463.83-54.55-2.35-100.85-612.1211.1-4.39-15.9710.3542.96-18.05-1.4760.27-276.92-2.8317.73-686.11-0.1662.79-220.0-0.3514.63-191.67-3.6521.84-362.03-2.8317.73-686.112.01-385.20-185.94
25Q2 (5)300.00.0-1.37-785.0-1422.22-0.94-435.71-3033.33-1.17-685.0-1771.4311.618.4-4.917.24-44.61-44.94-3.70-477.55-1073.68-3.44-774.51-1246.67-0.43-530.0-960.0-0.41-783.33-1266.67-4.67-731.08-2130.43-3.44-774.51-1246.67--0.00
25Q1 (4)300.00.00.20122.220.00.2875.00.00.20183.330.010.71-23.660.013.0717.220.00.9827.270.00.51-38.550.00.1-9.090.00.06100.00.00.7415.620.00.51-38.550.0--0.00
24Q4 (3)300.00.00.09122.50.00.16172.730.0-0.2427.270.014.036.210.011.15-11.720.00.77297.440.00.83330.560.00.11320.00.00.03125.00.00.64181.010.00.83330.560.0--0.00
24Q3 (2)300.00.0-0.40-344.440.0-0.22-633.330.0-0.33-571.430.013.218.190.012.63-3.950.0-0.39-202.630.0-0.36-220.00.0-0.05-200.00.0-0.12-300.00.0-0.79-443.480.0-0.36-220.00.0--0.00
24Q2 (1)300.00.0-0.090.00.0-0.030.00.00.070.00.012.210.00.013.150.00.00.380.00.00.300.00.00.050.00.0-0.030.00.00.230.00.00.300.00.0--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)
2026/43.6228.75-13.2412.06-18.98.85N/A-
2026/32.8115.66-35.658.45-21.18.450.01-
2026/22.43-24.4511.725.64-11.19.270.01-
2026/13.21-11.36-22.993.21-22.9910.440.0-
2025/123.630.59-26.4944.35-11.9711.030.01-
2025/113.6-5.05-16.6740.72-10.410.780.01-
2025/103.812.16-20.4837.12-9.7410.850.01-
2025/93.38-7.81-29.4333.32-8.3311.090.01-
2025/83.67-9.1-20.6629.94-5.1211.110.01-
2025/74.0418.846.5626.27-2.4511.430.01-
2025/63.4-14.85-2.122.23-3.9211.560.01-
2025/53.99-4.240.2918.83-4.2512.480.01-
2025/44.17-3.67-12.4214.84-5.410.670.01-
2025/34.3399.0912.8310.67-2.3410.670.0-
2025/22.17-47.92-26.896.35-10.5411.30.0-
2025/14.17-15.781.234.171.2313.450.0-
2024/124.9614.559.2450.352.4814.050.01-
2024/114.33-9.38-4.6445.41.7913.850.01-
2024/104.770.54-0.2941.072.5214.150.01-
2024/94.752.613.6336.32.9113.160.0-
2024/84.6322.09-0.7331.552.811.90.0-
2024/73.798.66-16.6526.923.4411.260.0-
2024/63.49-12.35-11.1923.137.6912.230.0-
2024/53.98-16.385.0619.6511.9212.550.0-
2024/44.7624.7922.5815.6713.811.540.0-
2024/33.8128.29-10.3310.9110.3510.91N/A-
2024/22.97-27.89-0.717.0925.9811.69N/A-
2024/14.12-10.3356.284.1256.2813.26N/A因去年1月包含農曆過年連假,工作日較少
2023/124.61.3511.7649.14-5.3113.92N/A-
2023/114.54-5.2529.4844.54-6.7813.87N/A-
2023/104.795.3717.1140.01-9.6513.99N/A-
2023/94.54-2.5224.7835.22-12.3813.75N/A-
2023/84.662.519.0530.67-16.0813.1N/A-
2023/74.5516.864.2426.01-19.4112.23N/A-
2023/63.892.74-20.4121.47-23.111.56N/A-
2023/53.79-2.44-20.2817.57-23.6711.94N/A-
2023/43.88-9.17-20.9413.79-24.5611.15N/A-
2023/34.2742.77-17.659.91-25.899.91N/A-
2023/22.9913.48-6.095.63-31.129.63N/A-
2023/12.64-33.95-47.112.64-47.1110.13N/A-
2022/123.9914.01-23.9551.64-12.7911.59N/A-
2022/113.5-14.3-33.4747.65-11.711.26N/A-
2022/104.0911.39-0.5844.14-9.3512.03N/A-
2022/93.67-14.14-0.3540.06-10.1512.31N/A-
2022/84.27-2.023.7836.39-11.0413.49N/A-
2022/74.36-10.08-14.4532.11-14.2513.96N/A-
2022/64.852.11-4.8727.75-14.2214.51N/A-
2022/54.75-3.25-21.4422.9-15.9714.72N/A-
2022/44.91-3.01-19.8918.15-14.413.16N/A-
2022/35.0658.81-23.8413.24-12.1813.24N/A-
2022/23.19-36.08-9.128.18-2.9713.44N/A-
2022/14.99-5.21.414.991.4115.51N/A-
2021/125.26-0.07-6.9159.14-7.8614.64N/A-
2021/115.2728.05-28.5153.88-7.9613.05N/A-
2021/104.1112.1-46.2548.61-5.011.23N/A-
2021/93.676.22-44.3944.52.2512.22N/A-
2021/83.45-32.27-53.3840.8310.5813.62N/A去年同期供應鏈恢復生產,客戶亦因解封訂單大增,銷貨金額大增;本期東南亞供應鏈因配合政策停產致出貨遞延,使銷貨金額減少。
2021/75.10.55-29.8537.3826.6316.22N/A-
2021/65.07-16.150.6232.2845.090.0N/A-
2021/56.05-1.34110.2927.2158.110.0N/A去年營收受新冠疫情影響而降低
成長能力-近5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
2025 (5)300.0-3.490-1.78044.21-12.2510.39-15.87-1.590-2.190-0.70-1.160-1.030
2024 (4)300.0-0.2400.06-95.250.382.5412.35-1.520.47-72.830.39-57.610.24-71.760.14-79.1-0.070
2023 (3)300.00.74-42.641.25-19.8749.13-5.3412.540.321.73-31.890.92-44.240.85-35.610.67-45.080.22-45.0
2022 (2)300.01.2918.351.56-3.751.9-12.3612.506.752.54-8.961.65-10.331.32-20.01.22-17.010.421.21
2021 (1)300.01.09-51.771.62-48.0859.22-7.7411.7102.7901.8401.65-30.381.47-29.330.33-54.17

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