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)871.161.160.3239.13255.560.4081.8290.481.0742.6791.075.01-0.995.4751.66-1.62-1.7911.5856.4928.815.5339.29243.480.5856.7634.880.2840.0250.010.2435.9950.155.5339.29243.480.20-7.8826.39
24Q2 (19)860.00.00.23-54.915.00.22-29.03-26.670.7547.0659.575.061.47.6652.51-6.370.987.40-34.11-23.323.97-54.788.170.37-33.93-17.780.2-54.5517.657.53-48.71-3.213.97-54.788.17-2.13-4.59-29.29
24Q1 (18)860.00.00.5145.7196.150.31-29.55272.220.51-43.3396.154.99-5.6722.056.0813.05.111.233.89295.428.7856.7958.20.56-1.75366.670.4446.6791.314.6856.519.548.7856.7958.22.85167.3039.98
23Q4 (17)860.00.00.35288.89131.250.44109.52100.00.9060.71-57.755.2911.3713.0349.63-5.65-11.6310.8120.2484.165.60247.83127.180.5732.56111.110.3275.0131.259.3837.54150.085.60247.83127.186.21116.9439.76
23Q3 (16)860.00.00.09-55.0-90.110.21-30.0-72.370.5619.15-82.774.751.06-28.2552.601.150.738.99-6.84-45.681.61-56.13-86.340.43-4.44-60.550.08-52.94-89.746.82-12.34-62.911.61-56.13-86.347.99-39.04118.34
23Q2 (15)860.00.00.20-23.08-89.360.30266.67-83.330.4780.77-79.914.714.91-42.3352.00-2.55-10.879.65239.79-65.793.67-33.87-81.450.45275.0-80.430.17-26.09-89.447.78-36.64-72.843.67-33.87-81.451.1550.0642.43
23Q1 (14)860.00.00.26123.21-43.48-0.18-181.82-175.00.26-87.79-43.484.09-12.61-10.1153.36-4.993.172.84-51.62-72.645.55126.94-36.210.12-55.56-74.470.23123.96-42.512.28165.56-15.315.55126.94-36.21-20.96-49.94-126.44
22Q4 (13)860.08.86-1.12-223.08-1766.670.22-71.05257.142.13-34.4661.364.68-29.310.6556.167.5532.455.87-64.5361.26-20.60-274.72-1807.410.27-75.2358.82-0.96-223.08-1820.0-18.73-201.85-467.25-20.60-274.72-1807.41-24.04-137.34-64.41
22Q3 (12)860.011.690.91-51.618.180.76-57.7833.333.2538.89128.876.62-18.7725.1452.22-10.493.9616.55-41.3330.5211.79-40.394.241.09-52.6162.690.78-51.5530.018.39-35.8126.4811.79-40.394.2430.18128.55296.11
22Q2 (11)860.011.691.88308.793.811.80650.0133.772.34408.7260.08.1579.1252.9158.3412.811.5528.21171.7781.7719.78127.3641.892.3389.36177.111.61302.5117.5728.6597.5970.6419.78127.3641.8938.48587.68460.72
22Q1 (10)868.8611.690.46866.67243.750.24271.43209.090.46-65.15243.754.55-2.1521.6651.7221.9813.5510.38185.162761.548.70905.56231.220.47176.474800.00.4900.0260.014.50184.31817.828.70905.56231.22-7.12379.4473.44
21Q4 (9)792.62.6-0.06-107.79-112.24-0.14-124.56-131.111.32-7.04266.674.65-12.1-9.3642.40-15.59-21.163.64-71.29-64.69-1.08-109.55-114.710.17-74.63-67.92-0.05-108.33-113.165.10-64.92-49.55-1.08-109.55-114.71-6.42-64.20-75.27
21Q3 (8)770.00.00.77-20.622025.00.57-25.97470.01.42118.461192.315.29-0.7537.0550.23-3.96-1.812.68-18.398.1211.31-18.871608.00.67-19.28168.00.6-18.922100.014.54-13.4325.1511.31-18.871608.020.88191.25212.01
21Q2 (7)770.01.320.97403.121070.00.77450.01383.330.65303.12822.225.3342.5162.0152.3014.821.4715.524079.49349.8613.94310.26703.460.838400.0654.550.74396.01025.016.79931.19590.9513.94310.26703.467.70118.91150.56
21Q1 (6)770.00.0-0.32-165.31-3300.0-0.22-148.890-0.32-188.89-3300.03.74-27.19.6845.55-15.3-9.35-0.39-103.78-108.57-6.63-190.33-3257.14-0.01-101.89-106.67-0.25-165.79-2600.0-2.02-119.98-142.08-6.63-190.33-3257.142.90579.85100.56
20Q4 (5)770.00.00.491325.0-33.780.45350.0-32.840.36376.92-82.865.1332.910.0953.785.14-0.7610.3161.09-30.817.341078.67-39.930.53112.0-23.190.381366.67-33.3310.11195.61-30.857.341078.67-39.93--0.00
20Q3 (4)771.320.0-0.0460.00.00.10266.670.0-0.13-44.440.03.8617.330.051.15-0.760.06.4085.510.0-0.7567.530.00.25127.270.0-0.0362.50.03.4240.740.0-0.7567.530.0--0.00
20Q2 (3)76-1.30.0-0.10-1100.00.0-0.0600.0-0.09-1000.00.03.29-3.520.051.542.570.03.45-24.180.0-2.31-1200.00.00.11-26.670.0-0.08-900.00.02.43-49.380.0-2.31-1200.00.0--0.00
20Q1 (2)770.00.00.01-98.650.00.00-100.00.00.01-99.520.03.41-26.820.050.25-7.270.04.55-69.460.00.21-98.280.00.15-78.260.00.01-98.250.04.80-67.170.00.21-98.280.0--0.00
19Q4 (1)770.00.00.740.00.00.670.00.02.100.00.04.660.00.054.190.00.014.900.00.012.220.00.00.690.00.00.570.00.014.620.00.012.220.00.0--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)
2024/101.3-0.44-7.6216.379.575.02N/A-
2024/91.31-45.513.2215.0711.375.241.03-
2024/82.457.87-1.513.7611.195.181.04-
2024/71.5221.1132.4811.3614.325.121.05-
2024/61.26-46.31-0.069.8411.944.841.1-
2024/52.3488.443.98.5813.954.811.11-
2024/41.241.654.446.2418.244.741.12-
2024/31.22-46.391.524.9922.264.991.08-
2024/22.2852.7715.083.7730.935.151.05-
2024/11.498.5165.81.4965.85.371.0主要係去年1月春節假期9天,實際工作天少;另逢1月流感季節,客戶對本公司產品需求大增,致合併營收較去年同期增加。
2023/121.38-44.975.4418.82-21.545.291.02-
2023/112.577.0910.7917.44-23.095.071.06-
2023/101.4122.0326.3914.94-26.845.011.07-
2023/91.16-52.6-26.2313.53-29.914.751.24-
2023/82.44112.36-29.3612.38-30.244.851.22-
2023/71.15-8.64-27.869.94-30.454.661.26-
2023/61.26-44.18-48.178.79-30.784.71.21-
2023/52.2589.42-41.997.53-26.674.651.22-
2023/41.19-1.18-35.225.27-17.344.371.3-
2023/31.2-39.23-14.134.09-10.124.091.44-
2023/21.98120.11.762.88-8.334.191.41-
2023/10.9-30.98-24.770.9-24.774.461.32-
2022/121.3-42.18-6.5623.9926.164.681.17-
2022/112.26102.027.4422.6828.754.941.11-
2022/101.12-28.77-2.8820.4331.646.140.89-
2022/91.57-54.6111.3319.3134.46.620.81-
2022/83.45116.8858.7717.7436.917.470.71主係檢驗試劑部門和其他部門之產品,市場需求增加,致整體營收增加。
2022/71.59-34.36-6.8114.2932.57.90.68-
2022/62.43-37.5235.1112.6939.918.150.68-
2022/53.88111.5152.7810.2741.097.120.78主係檢驗試劑部門和其他部門之產品,市場需求增加,致整體營收增加。
2022/41.8430.9884.866.3834.815.191.08主係檢驗試劑部門和其他部門之產品,市場需求增加,致整體營收增加。
2022/31.4-27.9826.684.5521.524.551.19-
2022/21.9562.6915.263.1419.354.541.19-
2022/11.2-14.2726.671.226.674.691.16-
2021/121.4-33.52-18.8919.0121.24.651.14-
2021/112.182.6-1.8517.6226.144.661.14-
2021/101.15-18.34-0.115.5231.24.731.12-
2021/91.41-35.279.0414.3734.585.291.08-
2021/82.1827.2931.0712.9638.15.681.01-
2021/71.71-4.8366.0110.7839.616.050.94主係新冠肺炎疫情,檢驗試劑及感控部門之產品,市場需求增加,及新併入之子公司營收,致整體營收增加。
2021/61.8-29.34125.59.0735.545.331.09主係新冠肺炎疫情,檢驗試劑及感控部門之產品,市場需求增加,致整體營收增加。
2021/52.54155.9267.327.2823.394.641.25主係新冠肺炎疫情,檢驗試劑及感控部門之產品,市場需求增加,致整體營收增加。
2021/40.99-10.242.34.738.153.791.53-
2021/31.11-34.4614.173.749.813.741.57-
2021/21.6978.793.22.638.084.351.35-
2021/10.94-45.1118.070.9418.074.811.23-
2020/121.72-19.556.6115.69-0.335.011.12-
2020/112.1485.858.6913.97-1.134.581.22-
2020/101.15-10.877.9811.83-2.724.11.37-
2020/91.29-22.1925.4610.67-3.753.981.1-
2020/81.6661.221.119.38-6.743.491.26-
2020/71.0329.2623.067.72-8.273.351.31-
2020/60.8-47.57-14.876.69-11.733.291.22-
2020/51.5256.47-8.825.9-11.283.461.16-
2020/40.970.17-30.944.38-12.113.581.12-
2020/30.97-40.76-9.423.41-4.73.411.08-
2020/21.64104.5614.172.44-2.684.050.91-
2020/10.8-50.44-25.270.8-25.274.380.84-
2019/121.61-17.9824.3615.7411.810.0N/A-
2019/111.9784.638.4914.1310.530.0N/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
2023 (10)860.00.90-57.550.75-75.1718.82-21.5551.78-5.88.33-51.744.10-46.051.57-62.081.69-49.250.77-57.69
2022 (9)868.862.1260.613.02202.023.9926.254.9714.5717.2698.397.6038.434.14150.913.3381.971.8275.0
2021 (8)792.61.32266.671.00104.0819.0121.1647.98-7.548.7030.635.49208.431.6557.141.83105.621.04271.43
2020 (7)770.00.36-82.860.49-73.2215.69-0.3251.89-5.56.66-53.21.78-82.631.05-53.120.89-60.620.28-82.61
2019 (6)771.322.100.961.8325.3415.7411.7154.91-3.7214.23-5.710.25-9.292.245.162.26-7.381.611.26
2018 (5)7611.762.0856.391.4636.4514.0916.2557.03-0.4215.0926.3811.3051.272.1346.92.4470.631.5974.73
2017 (4)689.681.33-8.281.073.8812.1215.5457.272.111.94-3.327.47-12.631.4511.541.4310.850.911.11
2016 (3)6210.711.4511.541.0315.7310.49-12.9556.09-8.1512.3524.08.5541.091.38.331.2911.210.923.29
2015 (2)5616.671.3031.310.89102.2712.0518.8461.071.729.9656.856.0629.491.287.51.1654.670.7352.08
2014 (1)4826.320.99115.220.44340.010.1418.3260.0406.3504.6800.64357.140.75226.090.48166.67

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