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)18714.0214.021.141.797.551.0619.119.12.9941.7136.5316.8418.6816.718.11-3.570.9514.67-0.681.812.71-1.45.652.4717.6218.752.1416.9423.715.58-2.694.8512.71-1.45.6513.847.4611.91
24Q2 (19)1640.010.071.1213.1393.10.894.71161.762.11113.1368.814.198.9943.1918.78-5.7742.7114.77-6.4672.3512.893.2949.022.11.94147.061.8312.96112.7916.01-0.1946.6112.893.2949.02-0.425.100.65
24Q1 (18)1640.010.070.99-2.9447.760.85-3.4163.460.99-69.1647.7613.02-9.8322.0219.9317.0325.9815.7917.1438.6312.488.4333.762.065.6468.851.62-2.4162.016.0417.9437.3312.488.4333.76-4.88-3.35-2.27
23Q4 (17)1640.010.071.02-3.77-9.730.88-1.12-1.123.2146.5810.6914.440.077.6817.03-5.07-8.0913.48-6.45-10.6711.51-4.32-7.851.95-6.25-3.471.66-4.05-1.1913.60-8.48-10.6411.51-4.32-7.8522.8439.5080.32
23Q3 (16)16410.0710.071.0682.76125.530.89161.76178.132.1975.223.7314.4345.6141.0617.9436.3251.2614.4168.14100.1412.0339.0874.62.08144.71181.081.73101.16143.6614.8636.0879.0412.0339.0874.619.2534.6763.57
23Q2 (15)1490.07.970.58-13.43-6.450.34-34.62-24.441.2586.57-10.719.91-7.12-5.0813.16-16.81-9.058.57-24.76-20.658.65-7.295.10.85-30.33-24.780.86-14.00.010.92-6.51-0.188.65-7.295.1-13.78-27.07-38.09
23Q1 (14)1490.07.970.67-40.71-14.10.52-41.5762.50.67-76.9-14.110.67-20.434.115.82-14.6224.8611.39-24.5234.479.33-25.3-11.231.22-39.640.231.0-40.48-7.4111.68-23.26-11.119.33-25.3-11.235.3349.8668.28
22Q4 (13)1490.07.971.13140.4313.00.89178.1321.922.9063.84-11.3113.4131.0915.718.5356.2419.9415.09109.5832.3712.4981.285.052.02172.9753.031.68136.6221.7415.2283.3732.3512.4981.285.0514.5458.1274.62
22Q3 (12)1497.977.970.47-24.190.00.32-28.890.01.7726.43-22.0310.23-2.01-7.9211.86-18.0424.067.20-33.339.426.89-16.2817.780.74-34.511.370.71-17.449.238.30-24.1316.96.89-16.2817.78-0.08-22.355.86
22Q2 (11)1380.012.20.62-20.51-62.650.4540.62-56.311.4079.49-30.6910.441.85-28.8814.4714.21-24.210.8027.51-32.928.23-21.69-40.711.1329.89-52.120.86-20.37-57.8410.94-16.74-35.238.23-21.69-40.71-4.86-21.26-7.77
22Q1 (10)1380.012.20.78-22.0116.670.32-56.1628.00.78-76.15116.6710.25-11.5630.2412.67-17.998.578.47-25.716.9910.51-11.6184.710.87-34.0952.631.08-21.74140.013.1414.2684.0310.51-11.6184.71-3.6245.3835.98
21Q4 (9)1380.012.21.00112.777.530.73128.1221.673.2744.0522.4711.594.3234.7715.4561.61-24.311.4073.25-30.3611.89103.25-10.331.3280.82-6.381.38112.3121.0511.5061.97-30.8911.89103.25-10.33-10.0020.5429.59
21Q3 (8)13812.212.20.47-71.69-50.530.32-68.93-44.832.2712.3830.4611.11-24.3218.829.56-49.92-48.686.58-59.13-54.55.85-57.85-53.090.73-69.07-45.930.65-68.14-44.447.10-57.96-54.055.85-57.85-53.0931.11144.71121.53
21Q2 (7)1230.0-0.811.66361.11163.491.03312.0151.222.02461.11152.514.6886.5380.3419.0963.5817.3316.10122.3831.2113.88143.9445.042.36314.04136.02.04353.33161.5416.89136.5535.5513.88143.9445.0439.02149.91126.84
21Q1 (6)1230.09.820.36-61.29100.00.25-58.33108.330.36-86.52100.07.87-8.4941.2911.67-42.827.467.24-55.7746.565.69-57.0957.620.57-59.57111.110.45-60.53125.07.14-57.0958.315.69-57.0957.62-8.25-31.70-27.44
20Q4 (5)1230.09.820.93-2.118.140.603.4515.382.6753.4522.488.6-8.02-12.6920.419.5522.816.3713.2129.6113.266.3436.141.414.4413.711.14-2.5618.7516.647.734.313.266.3436.14--0.00
20Q3 (4)123-0.810.00.9550.790.00.5841.460.01.74117.50.09.3514.860.018.6314.510.014.4617.850.012.4730.30.01.3535.00.01.1750.00.015.4524.00.012.4730.30.0--0.00
20Q2 (3)12410.710.00.63250.00.00.41241.670.00.80344.440.08.1446.140.016.2749.820.012.27148.380.09.57165.10.01.0270.370.00.78290.00.012.46176.270.09.57165.10.0--0.00
20Q1 (2)1120.00.00.18-79.070.00.12-76.920.00.18-91.740.05.57-43.450.010.86-34.660.04.94-60.890.03.61-62.940.00.27-78.230.00.2-79.170.04.51-63.60.03.61-62.940.0--0.00
19Q4 (1)1120.00.00.860.00.00.520.00.02.180.00.09.850.00.016.620.00.012.630.00.09.740.00.01.240.00.00.960.00.012.390.00.09.740.00.0--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)
2024/113.64-27.14-16.852.6820.613.45N/A-
2024/104.993.7116.249.0424.7616.45N/A-
2024/94.81-27.492.5144.0525.8116.840.54-
2024/86.6423.440.6439.2329.4315.990.57-
2024/75.3835.717.4532.5927.3613.780.66-
2024/63.97-10.623.4927.2132.214.190.66-
2024/54.44-23.3149.0823.2438.7715.810.59-
2024/45.793.5586.5818.8136.5415.870.59係本月電力電纜銷售較去年同期成長
2024/35.5924.28-1.2413.0222.013.020.62-
2024/24.4952.8752.777.4348.2313.20.61係本月電力電纜銷售較去年同期成長
2024/12.94-49.0341.82.9441.813.080.62-
2023/125.7731.919.0449.4511.5414.440.51-
2023/114.371.778.3243.6811.8813.370.55-
2023/104.3-8.55.1639.312.2913.710.54-
2023/94.7-0.5236.3335.0113.2314.430.61-
2023/84.72-5.7213.730.3110.3413.560.65-
2023/75.0130.790.1125.599.7411.820.74係本月電力電纜銷售較去年同期成長
2023/63.8328.7411.7920.58-0.499.910.8-
2023/52.98-4.02-11.2416.75-2.9311.730.67-
2023/43.1-45.19-15.2113.77-0.9211.70.67-
2023/35.6692.2717.9910.674.1710.670.65-
2023/22.9441.934.875.02-7.9910.310.67-
2023/12.07-60.8-36.582.07-36.5811.40.61-
2022/125.2931.0433.8144.33-2.0213.410.45-
2022/114.04-1.1916.3839.04-5.4611.570.52-
2022/104.0918.61-1.9235.0-7.4611.680.51-
2022/93.44-17.03-2.4830.91-8.1410.230.62-
2022/84.1557.6311.3427.47-8.8110.210.63-
2022/72.63-23.13-31.4923.32-11.669.410.68-
2022/63.432.2143.620.68-8.2710.440.64-
2022/53.35-8.31-2.5217.26-14.4211.80.57-
2022/43.66-23.72-58.6913.9-16.8610.630.63本期營收減少,係因去年同期子公司營建收入增加所致。
2022/34.79119.7835.2610.2530.210.250.48-
2022/22.18-33.2827.565.4526.049.40.53-
2022/13.27-17.2925.053.2725.0510.690.46-
2021/123.9513.9710.645.2542.9111.590.36-
2021/113.47-16.7335.641.2947.0211.170.38-
2021/104.1717.9268.7237.8248.1611.430.37本月配合客戶交期落點,電力電纜出貨量增加,致營收較去年同期成長。
2021/93.53-5.2730.9433.6645.9611.110.46-
2021/83.73-3.0124.530.1247.959.960.51-
2021/73.8561.115.0626.3952.09.670.53110年累計營收較去年同期累計營收成長52%。係110/3-5增加子公司營建收入所致。
2021/62.39-30.6219.2322.5564.5414.680.4110年累計營收較去年同期累計營收成長64.54%。係110/3-5增加子公司營建收入所致。
2021/53.44-61.1513.1520.1672.2815.840.37110年累計營收較去年同期累計營收成長72.29%。係110/3-5增加子公司營建收入所致。
2021/48.85149.82186.0516.7293.0314.110.41110年4月配合訂單交貨,產品電力電纜營收成長,及本月增加子公司營建收入,致較去年同期成長186.05%
2021/33.54107.2753.457.8741.337.871.13110年3月配合訂單交貨,產品電力電纜營收成長,及本月增加子公司營建收入,致較去年同期成長53.46%
2021/21.71-34.5913.874.3232.737.91.13-
2021/12.61-26.8548.862.6148.868.751.02-
2020/123.5739.73-17.4631.660.598.60.95-
2020/112.563.59-11.8628.093.477.731.05-
2020/102.47-8.47-5.4825.535.318.161.0-
2020/92.7-9.924.4123.066.619.350.86-
2020/83.0-18.1528.4920.366.918.660.92-
2020/73.6682.8514.617.363.98.70.92-
2020/62.0-34.15-27.8513.71.378.141.03-
2020/53.04-1.7914.8711.78.928.450.99-
2020/43.134.0265.488.666.976.911.21本月配合客戶訂單交期出貨量增加所致。
2020/32.3153.83.215.57-10.595.571.62-
2020/21.5-14.5-27.163.26-18.337.591.19-
2020/11.76-59.44-8.891.76-8.890.0N/A-
2019/124.3349.274.3331.47-6.580.0N/A108/12配合客戶訂單交期出貨,致營收較去年同期增加74.34%
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)16410.073.2010.732.6232.3249.4511.5516.2610.7612.3214.8210.629.036.0927.946.4419.75.2521.53
2022 (9)1497.972.89-11.351.98-14.6644.33-2.0314.681.0310.73-2.639.74-2.314.76-4.615.384.264.32-4.21
2021 (8)13812.23.2622.562.3236.4745.2542.9214.53-15.2311.02-13.59.97-3.954.9923.825.1624.644.5137.08
2020 (7)1239.822.6622.581.7034.9231.660.617.1426.2212.7434.9610.3833.764.0335.694.1435.743.2934.84
2019 (6)1120.02.1724.01.2626.031.47-6.5913.5833.539.4439.857.7632.882.9730.263.0528.692.4423.86
2018 (5)1120.01.7533.591.0047.0633.6923.010.173.566.7525.05.848.962.2854.052.3741.071.9734.01
2017 (4)1120.01.3155.950.6833.3327.3916.49.82-9.835.406.935.3634.01.4824.371.6844.831.4756.38
2016 (3)1120.00.84500.00.51363.6423.53-1.7110.8971.775.05327.974.00506.061.19325.01.16383.330.94487.5
2015 (2)1120.00.14-81.080.11-31.2523.94-12.246.3420.761.18-15.110.66-78.360.28-26.320.24-73.630.16-80.72
2014 (1)1120.00.74174.070.1623.0827.28-5.935.2501.3903.0500.3815.150.91127.50.83167.74

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。