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(%)
24Q3 (20)780.00.0-0.20-42.86-500.0-0.12-140.0-340.0-0.44-83.33-33.330.8613.16-43.7938.9166.2197.21-9.78-15.47-3063.64-17.78-1.6-9977.78-0.08-33.33-900.0-0.16-45.45-500.0-17.78-1.6-9977.78-17.78-1.6-9977.78-3.83-41.43-37.85
24Q2 (19)780.00.0-0.14-40.017.65-0.0564.29-600.0-0.24-140.035.140.76-20.83-53.9423.4168.0568.66-8.4717.29-1535.59-17.50-129.66-119.3-0.0640.0-700.0-0.11-37.515.38-17.50-129.66-118.2-17.50-129.66-119.3-45.60-153.34-56.74
24Q1 (18)780.00.0-0.10-266.6750.0-0.14-177.7817.65-0.1062.9650.00.96-70.37-18.6413.93-29.3326.75-10.24-315.134.21-7.62-660.2943.76-0.1-166.6723.08-0.08-300.050.0-7.62-585.3543.76-7.62-660.2943.7620.70-123.3441.11
23Q4 (17)780.00.00.0620.0-87.230.18260.0-73.91-0.2718.18-130.683.24111.76-38.0519.71-0.123.114.761342.42-55.471.36655.56-80.090.151400.0-73.210.040.0-88.891.57772.22-78.461.36655.56-80.0952.2574.70330.00
23Q3 (16)780.00.00.05129.41-66.670.05400.0-78.26-0.3310.81-180.491.53-7.27-46.1319.7342.1536.450.33-44.07-94.820.18102.26-95.710.010.0-94.440.04130.77-66.670.18102.24-95.710.18102.26-95.7116.2872.20252.94
23Q2 (15)780.00.0-0.1715.0-170.830.01105.88-97.5-0.37-85.0-237.041.6539.83-45.3613.8826.3-26.830.59105.52-94.53-7.9841.11-217.70.01107.69-96.97-0.1318.75-168.42-8.0240.81-218.29-7.9841.11-217.7-18.80-63.78-9.38
23Q1 (14)780.00.0-0.20-142.55-1100.0-0.17-124.64-270.0-0.20-122.73-1100.01.18-77.44-28.9210.99-31.36-37.63-10.69-200.0-331.89-13.55-298.39-1675.58-0.13-123.21-262.5-0.16-144.44-900.0-13.55-285.87-1675.58-13.55-298.39-1675.583.3635.3937.68
22Q4 (13)780.00.00.47213.33883.330.69200.01480.00.88114.63104.655.2384.15145.5416.0110.7294.310.6967.82674.736.8362.62400.880.56211.111500.00.36200.0820.07.2973.57421.156.8362.62400.8839.1087.9278.75
22Q3 (12)780.00.00.15-37.5600.00.23-42.5475.00.4151.85-16.332.84-5.96273.6814.46-23.77-61.526.37-40.9163.754.20-38.05203.450.18-45.45500.00.12-36.84500.04.20-38.05203.454.20-38.05203.4537.99531.25128.75
22Q2 (11)780.00.00.241100.0-7.690.40300.029.030.271250.0-49.063.0281.9397.3918.977.66-36.8910.78133.84-27.316.78688.37-45.320.33312.543.480.19850.0-5.06.78688.37-45.326.78688.37-45.3229.93616.66300.00
22Q1 (10)780.00.00.02133.33-92.590.10300.0-62.960.02-95.35-92.591.66-22.07-29.0617.62113.839.924.61347.85-50.160.86137.89-90.860.08300.0-63.640.02140.0-90.480.86137.89-90.860.86137.89-90.8679.0916.6737.50
21Q4 (9)780.00.0-0.06-100.0-175.0-0.05-225.0-162.50.43-12.24514.292.13180.26166.258.24-78.07-59.73-1.86-147.81-125.94-2.2744.09-135.19-0.04-233.33-166.67-0.05-66.67-183.33-2.2744.09-130.39-2.2744.09-135.1964.97-105.77-156.05
21Q3 (8)780.00.0-0.03-111.54-250.00.04-87.1300.00.49-7.555000.00.76-50.33130.337.5825.029.953.89-73.7747.35-4.06-132.74-186.20.03-86.96200.0-0.03-115.0-250.0-4.06-132.74-186.2-4.06-132.74-186.2-42.47-57.62-36.14
21Q2 (7)780.08.330.26-3.7620.00.3114.81616.670.5396.31425.01.53-34.62393.5530.0687.5238.4614.8360.32208.6412.4031.77205.620.234.55675.00.2-4.76600.012.4031.77205.8912.4031.77205.6278.94116.90126.16
21Q1 (6)780.00.00.27237.52600.00.27237.52600.00.27285.712600.02.34192.5836.016.03-21.65-41.249.2529.01142.159.4145.89197.780.22266.672100.00.21250.02000.09.4125.97197.789.4145.89197.78167.46268.75468.75
20Q4 (5)780.000.08300.000.08700.000.07800.000.8142.42020.46-40.1407.17171.5906.4536.9400.06500.000.06200.007.4758.606.4536.940--0.00
20Q3 (4)788.330.00.02140.00.00.01116.670.0-0.0175.00.00.336.450.034.1857.440.02.64119.340.04.71140.120.00.01125.00.00.02150.00.04.71140.220.04.71140.120.0--0.00
20Q2 (3)72-7.690.0-0.05-600.00.0-0.06-700.00.0-0.04-500.00.00.3124.00.021.71-20.420.0-13.65-457.330.0-11.74-471.520.0-0.04-500.00.0-0.04-500.00.0-11.71-470.570.0-11.74-471.520.0--0.00
20Q1 (2)7800.00.0100.00.0100.00.0100.00.2500.027.2800.03.8200.03.1600.00.0100.00.0100.03.1600.03.1600.0--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)
2024/110.3910.92-66.733.31-44.030.99N/A因本月工程驗收及模組買賣相較去年同期下降,故本期營收較去年同期下降,本年累計營收相對下降。
2024/100.3542.0-6.392.92-38.420.97N/A-
2024/90.25-33.7-41.782.57-41.180.861.4-
2024/80.3758.68-50.492.32-41.110.791.51因本期模組及商品出售量下滑及工程驗收相較去年同期下降,故本月營收相對下降。
2024/70.2427.6-32.381.95-38.890.811.48-
2024/60.18-52.88-80.031.71-39.690.761.68因本期模組出售量下滑及工程驗收相較去年同期下降,故本月及本年累計營收相對下降。
2024/50.39118.036.411.53-20.230.881.45-
2024/40.18-41.38-50.31.13-26.570.871.45因本期模組出售量下滑、工程驗收相較去年同期下降,故本月及本年累計營收相對下降。
2024/30.31-21.06-30.010.96-19.330.961.45-
2024/20.3948.55-24.710.65-13.082.340.59-
2024/10.26-84.5412.80.2612.83.120.45-
2023/121.6944.15-6.577.6-40.413.240.4-
2023/111.17212.11-46.015.91-46.01.970.66因本月工程驗收及模組買賣相較去年同期下降,故本期營收較去年同期下降,本年累計營收相對下降。
2023/100.38-11.68-70.014.74-46.01.550.84因本月工程驗收相較去年同期下降,故本期營收較去年同期下降,本年累計營收相對下降
2023/90.43-43.61-60.964.36-42.011.531.67因本月工程驗收相較去年同期下降,故本期營收較去年同期下降,本年累計營收相對下降。
2023/80.75116.72-18.653.94-38.82.031.26-
2023/70.35-62.31-57.953.18-42.191.641.56因本月模組收入相較去年同期大幅下降,故本期營收較去年同期下降,本年累計營收相對下降。
2023/60.92151.08-50.242.84-39.411.651.51因本月工程完工收入相較去年同期低,故本期營收較去年同期下降,本年累計營收相對下降。
2023/50.371.81-30.941.91-32.291.172.14-
2023/40.36-17.44-42.581.55-32.61.311.9因本月工程完工收入相較去年同期低,故本期營收較去年同期下降,本年累計營收相對下降。
2023/30.44-15.08-57.351.18-28.831.186.26因本月工程完工收入相較去年同期低,故本期營收較去年同期下降,本年累計營收相對下降。
2023/20.52122.5879.640.7517.052.562.9因本月工程完工收入相較去年同期高,故本期營收較去年同期上升,本年累計營收相對上升。
2023/10.23-87.19-34.070.23-34.074.211.76-
2022/121.81-16.780.9212.7688.835.231.31因本月工程收入及模組買賣收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收相對上升。
2022/112.1773.37144.5910.9590.214.511.52因本月工程收入及模組買賣收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收相對上升。
2022/101.2514.96425.078.7880.293.272.09因本月工程收入及模組買賣收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收相對上升。
2022/91.0917.5581.277.5362.532.843.21因本月工程收入及模組買賣收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收相對上升。
2022/80.9312.02335.726.4443.983.612.53因本月工程收入及模組買賣收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收相對上升。
2022/70.83-55.41113.965.5129.43.222.84因本月模組買賣收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收本對上升。
2022/61.86248.51211.584.6820.953.022.68因本月工程陸續完工收入相較去年同期大幅上升,故本期營收較去年同期上升許多,本年累計營收相對上升。
2022/50.53-15.35-2.892.83-13.712.193.7-
2022/40.63-38.6862.892.29-15.891.944.17因本月模組銷售相較去年同期大幅上升,故本期營收較去年同期上升,本年累計營收因工程收入相對去年低故累計營收較低。
2022/31.03257.72128.191.66-28.891.663.35因本月工程收入驗收相較去年同期大幅上升,故本期營收較去年同期上升,本年累計營收因工程收入相對去年低故累計營收較低。
2022/20.29-18.32-40.330.64-66.251.643.41因本月工程收入驗收相較去年同期減少,故本期營收較去年同期下降,累計營收之為同樣影響。
2022/10.35-64.86-75.090.35-75.092.242.49因本月工程收入驗收相較去年同期減少,故本期營收較去年同期下降,累計營收之為同樣影響。
2021/121.012.61145.556.76299.742.131.76因本月工程收入驗收相較去年同期上升許多,故本期營收較去年同期增加許多,累計營收之為同樣影響。
2021/110.89272.17230.155.76348.661.292.91因本月工程收入相較去年同期上升許多,故本期營收較去年同期增加許多。
2021/100.2449.1599.884.87380.080.616.12因本年相較去年之模組收入大幅上升,故本年度營收較去年同期累計增加許多。
2021/90.16-24.849.664.63417.450.764.52因本年相較去年之工程收入大幅上升,故本年度營收較去年同期累計增加許多。
2021/80.21-44.98150.624.47496.831.22.87因本月有顧問收入,相較去年同期營收僅有售電及售電廠收入,故本期營收較去年同期增加許多。
2021/70.39-35.06299.834.26541.091.532.24因本月有工程收入,相較去年同期營收僅有售電收入及模組,故本期營收較去年同期增加許多。
2021/60.68.61159.583.87582.221.531.36因本月有工程收入,相較去年同期營收僅有售電收入及模組,故本期營收較去年同期增加許多。
2021/50.5541.991154.793.28869.211.381.5因本月有售電廠,相較去年同期營收僅有售電收入及少數模組,故本期營收較去年同期增加許多。
2021/40.39-14.1868.772.73826.791.321.58因本月有工程收入,相較去年同期營收僅有售電收入故本期營收較去年同期增加許多。
2021/30.45-6.46142.312.34820.212.340.78因本月有工程收入,相較去年同期營收僅有模組收入及售電收入故本期營收較去年同期增加許多。
2021/20.48-65.9920.261.892649.32.30.79因本月有出售電廠及工程收入,相較去年同期營收僅有少量模組收入及售電收入故本期營收較去年同期增加許多。
2021/11.41246.380.01.410.02.090.87本公司1090227轉投控上櫃故無去年同期營收。
2020/120.4151.410.01.690.00.82.94本公司1090227轉投控上櫃故無去年同期營收。
2020/110.27125.310.01.280.00.534.38本公司1090227轉投控上櫃故無去年同期營收。
2020/100.12-18.160.01.010.00.356.68本公司1090227轉投控上櫃故無去年同期營收。
2020/90.1571.750.00.890.00.333.54本公司1090227轉投控上櫃故無去年同期營收。
2020/80.08-12.230.00.750.00.412.82本公司1090227轉投控上櫃故無去年同期營收。
2020/70.1-57.840.00.660.00.373.14本公司1090227轉投控上櫃故無去年同期營收。
2020/60.23425.00.00.570.00.311.25本公司1090227轉投控上櫃故無去年同期營收。
2020/50.049.630.00.340.00.271.45本公司1090227轉投控上櫃故無去年同期營收。
2020/40.04-78.510.00.290.00.271.43本公司1090227轉投控上櫃故無去年同期營收。
2020/30.19293.840.00.250.00.0N/A本公司1090227轉投控上櫃故無去年同期營收。
2020/20.050.00.00.070.00.0N/A本公司1090227轉投控上櫃故無去年同期營收。
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/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
2023 (10)780.0-0.2700.09-93.667.6-40.4417.093.080.56-93.75-3.2300.04-96.49-0.240-0.210
2022 (9)780.00.88104.651.42153.5712.7688.7616.58-13.568.9639.785.4511.221.14165.120.72118.180.69102.94
2021 (8)780.00.43514.290.561020.06.76300.019.18-21.36.41232.124.90117.780.431333.330.33560.00.34580.0
2020 (7)7800.0700.0501.69024.3701.9302.2500.0300.0500.050

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