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)1922.132.13-0.25-123.58-120.161.0543.8432.910.80-24.53-68.519.278.93-2.2322.33-6.45-6.8811.472.78-0.86-2.38-121.08-119.922.2112.18-3.07-0.48-124.12-120.51-1.45-110.03-109.18-2.38-121.08-119.920.15-64.8935.95
25Q1 (19)1880.00.01.06-6.19-18.460.7328.075.81.06-78.05-18.4617.69-8.63-7.2923.871.539.411.168.036.7911.291.8-12.751.97-1.5-1.011.99-6.57-18.7814.46-7.84-11.6711.291.8-12.75-10.79-3.97-14.21
24Q4 (18)1880.00.01.13-1.74-4.240.57-56.49-61.494.8330.54-3.9819.36-12.95-23.2123.51-7.55-4.6610.33-30.3-27.5611.0912.4725.882.0-39.39-44.442.13-1.84-4.0515.6917.9732.7411.0912.4725.88-0.05-4.504.66
24Q3 (17)1880.00.01.15-7.26-46.261.3165.82-25.993.7045.67-3.922.2412.84-16.6725.436.05-3.2714.8228.09-16.419.86-17.49-34.873.344.74-30.232.17-7.26-46.1513.30-15.77-33.939.86-17.49-34.878.07-5.9440.15
24Q2 (16)1880.00.01.24-4.624.20.7914.4968.092.5495.3848.5419.713.3-6.5923.989.923.111.5710.7226.1711.95-7.6511.582.2814.5718.132.34-4.494.015.79-3.541.2811.95-7.6511.58-10.512.77-19.45
24Q1 (15)1880.00.01.3010.17154.90.69-53.3825.451.30-74.16154.919.08-24.327.5521.82-11.5217.0610.45-26.7253.4512.9446.88135.71.99-44.7264.462.4510.36152.5816.3738.49157.812.9446.88135.7-14.94-17.34-34.88
23Q4 (14)1880.00.01.18-44.8671.011.48-16.3834.555.0330.654.1425.21-5.5518.1924.66-6.20.3314.26-19.5720.248.81-41.8141.413.6-23.8942.292.22-44.9170.7711.82-41.2847.578.81-41.8141.4110.4717.48130.11
23Q3 (13)1880.00.02.1479.836.471.77276.698.883.85125.15-7.026.6926.49-1.826.2934.9632.1817.7393.3565.0815.1441.368.454.73145.0861.994.0379.116.0520.1329.129.0515.1441.368.4522.71106.58131.03
23Q2 (12)1880.00.01.19133.33-20.130.47-14.55-45.351.71235.29-19.3421.118.94-14.8919.484.51-0.059.1734.65-15.8710.7195.08-6.051.9359.5-28.522.25131.96-19.9315.59145.510.4510.7195.08-6.051.0653.62-32.27
23Q1 (11)1880.00.00.51-26.09-19.050.55-50.077.420.51-89.44-19.0517.74-16.83-19.418.64-24.1736.766.81-42.5867.735.49-11.881.11.21-52.1735.960.97-25.38-17.86.35-20.72-5.515.49-11.881.1-19.17-45.88-13.20
22Q4 (10)1880.00.00.69-65.67-10.391.1023.634.154.8316.6736.4421.33-21.52-15.5924.5823.5846.3111.8610.4362.026.23-55.376.862.53-13.3636.761.3-65.79-10.968.01-56.6116.596.23-55.376.86-5.94-15.3913.55
22Q3 (9)1880.00.02.0134.971.790.893.4934.854.1495.2849.4627.189.6413.9619.892.0524.1610.74-1.4766.5113.9622.4649.152.928.1589.613.835.2371.9518.4618.9477.513.9622.4649.1511.1485.7090.45
22Q2 (8)1880.00.01.49136.51106.940.86177.42-5.492.12236.5133.3324.7912.63-4.819.4942.9913.9810.90168.4732.611.40109.94116.322.7203.3726.172.81138.14108.1515.52130.95130.9511.40109.94116.32-0.1359.1657.61
22Q1 (7)1880.00.00.63-18.18-28.410.31-62.2-62.650.63-82.2-28.4122.01-12.91.3813.63-18.87-32.194.06-44.54-58.195.43-6.86-29.110.89-51.89-57.821.18-19.18-28.486.72-2.18-32.675.43-6.86-29.11-3.48-26.18-18.98
21Q4 (6)1880.00.00.77-34.19-6.10.8224.24-33.873.5427.8-18.9925.275.954.8516.804.87-27.47.3213.49-39.155.83-37.71-10.171.8520.13-36.211.46-33.94-5.196.87-33.94-19.565.83-37.71-10.17-1.2314.16-1.62
21Q3 (5)1880.00.01.1762.5-19.860.66-27.47-61.42.7774.21-21.9723.85-8.41-9.2116.02-6.32-35.896.45-21.53-59.569.3677.61-12.031.54-28.04-63.252.2163.7-19.6410.4054.76-25.189.3677.61-12.03--0.00
21Q2 (4)1880.00.00.72-18.180.00.919.640.01.5980.680.026.0419.940.017.10-14.930.08.22-15.350.05.27-31.20.02.141.420.01.35-18.180.06.72-32.670.05.27-31.20.0--0.00
21Q1 (3)1880.00.00.887.320.00.83-33.060.00.88-79.860.021.71-9.920.020.10-13.140.09.71-19.290.07.6618.030.02.11-27.240.01.657.140.09.9816.860.07.6618.030.0--0.00
20Q4 (2)1880.00.00.82-43.840.01.24-27.490.04.3723.10.024.1-8.260.023.14-7.40.012.03-24.580.06.49-39.00.02.9-30.790.01.54-44.00.08.54-38.560.06.49-39.00.0--0.00
20Q3 (1)1880.00.01.460.00.01.710.00.03.550.00.026.270.00.024.990.00.015.950.00.010.640.00.04.190.00.02.750.00.013.900.00.010.640.00.0--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)
2025/85.98-21.02-37.1350.52-8.9220.17N/A-
2025/77.5814.65.7144.54-3.0821.0N/A-
2025/66.61-3.02.036.96-4.719.270.55-
2025/56.8116.6-5.5230.35-6.0518.770.56-
2025/45.84-4.28-2.923.54-6.216.990.62-
2025/36.1121.08-6.3717.69-7.2417.690.55-
2025/25.04-22.932.1211.59-7.718.060.54-
2025/16.541.17-14.066.54-14.0619.530.5-
2024/126.47-0.71-22.4580.38-11.419.360.45-
2024/116.512.13-21.2573.91-10.2818.440.47-
2024/106.3814.93-25.7867.4-9.0621.450.4-
2024/95.55-41.68-50.3361.02-6.8722.230.38營收變化原因為:1.去年同期營收創新高,基期較高。2.本期受客戶庫存調節影響,出貨減少。
2024/89.5232.814.1155.472.0623.160.37-
2024/77.1710.5812.5345.951.6420.860.41-
2024/66.48-10.16-9.6238.79-0.1319.710.5-
2024/57.2119.83-3.5932.312.0119.750.5-
2024/46.02-7.7-6.6625.093.7417.480.56-
2024/36.5232.069.8219.087.5319.080.48-
2024/24.94-35.154.3712.556.3820.890.44-
2024/17.62-8.697.727.627.7224.230.38-
2023/128.340.8127.9490.73-4.7425.210.35-
2023/118.27-3.7312.7782.39-7.1428.040.31-
2023/108.59-23.0815.0674.12-8.9328.910.31-
2023/911.1722.2434.965.52-11.3626.680.4-
2023/89.1443.552.1354.35-17.222.680.47-
2023/76.37-11.19-35.8445.21-20.2521.020.51-
2023/67.17-4.16-21.0338.84-16.9421.10.54-
2023/57.4816.01-8.631.67-15.9619.870.57-
2023/46.458.6-13.9424.19-18.017.120.66-
2023/35.9425.5-13.3517.74-19.3817.740.67-
2023/24.73-33.06-19.3811.8-22.1118.320.64-
2023/17.078.43-23.837.07-23.8320.920.56-
2022/126.52-11.13-19.795.25-1.6421.320.58-
2022/117.34-1.77-9.4388.730.023.090.53-
2022/107.47-9.82-17.2781.390.9524.70.5-
2022/98.28-7.4531.9673.933.2527.160.51-
2022/88.95-9.839.7165.640.4927.960.5-
2022/79.939.35.3756.69-0.8227.190.51-
2022/69.0810.9211.4946.77-2.0424.760.61-
2022/58.199.23-11.3437.69-4.8322.530.67-
2022/47.499.34-13.4329.5-2.8420.220.75-
2022/36.8516.77-17.0922.01.3722.00.74-
2022/25.87-36.7610.615.1512.7223.270.7-
2022/19.2814.3114.119.2814.1125.50.64-
2021/128.120.23-1.596.857.225.250.61-
2021/118.1-10.272.688.738.0823.410.66-
2021/109.0343.8413.2280.638.6623.460.66-
2021/96.28-23.05-29.0271.68.1123.850.65-
2021/88.16-13.39-9.9765.3213.8325.720.61-
2021/79.4215.6413.6557.1618.326.80.58-
2021/68.15-11.798.047.7419.2626.040.59-
2021/59.236.6624.3439.621.8726.160.59-
2021/48.664.7215.6230.3621.1422.230.69-
2021/38.2755.7935.021.7123.4921.710.66-
2021/25.31-34.768.3613.4417.3421.680.66-
2021/18.13-1.3324.058.1324.0524.270.59-
2020/128.244.4219.3690.344.0524.110.51-
2020/117.89-0.998.8282.092.7324.710.5-
2020/107.97-9.8220.274.22.120.0N/A-
2020/98.84-2.426.6366.220.30.0N/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)1880.04.73-4.063.35-21.3680.39-11.423.764.3911.90-5.8511.408.889.57-16.5612.23-4.239.1-3.91
2023 (9)1880.04.934.894.2634.3890.73-4.8122.7617.3812.6433.1910.479.0611.4726.8812.775.989.474.07
2022 (8)1880.04.7035.843.17-1.2595.31-1.619.3911.249.4920.439.6037.939.0418.3212.0548.229.136.43
2021 (7)1880.03.46-18.783.21-34.3696.867.2217.43-27.257.88-41.636.96-24.517.64-37.338.13-26.436.67-19.05
2020 (6)1880.04.26-0.234.8915.690.344.0523.961.1413.502.829.22-5.0512.196.9311.05-4.258.24-0.24
2019 (5)1880.04.2719.274.2349.4786.824.5623.6914.1113.1331.969.7113.311.438.0111.5418.368.2619.19
2018 (4)1880.03.5825.172.83-12.3883.033.7120.761.229.95-1.498.5720.538.262.239.7531.946.9326.0
2017 (3)1880.02.86-33.493.23-19.0580.06-4.6820.51-18.5810.10-23.377.11-27.678.08-27.017.39-36.355.5-32.93
2016 (2)1880.04.302.873.9934.3483.995.1625.1911.0713.1823.649.83-3.9111.0730.0811.617.98.23.02
2015 (1)1880.04.1855.972.9769.7179.8712.8922.68010.66010.2308.5170.5410.7660.367.9656.69

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