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)2000.00.00.735.88.960.721.4122.032.0056.2513.6448.93.5416.685.50-1.26-0.363.59-3.753.462.972.06-6.61.75-0.5720.691.455.849.023.59-0.28-6.022.972.06-6.62.6111.387.96
24Q2 (19)2000.00.00.6916.9513.110.7114.5210.941.28116.9517.4347.231.68-8.565.5710.529.03.7315.1218.792.9114.5723.831.7617.338.641.3716.113.223.6016.1318.812.9114.5723.831.33-9.46-4.47
24Q1 (18)2000.00.00.59-35.8722.920.62-23.4629.170.59-77.9922.9246.450.98-4.895.04-19.125.063.24-15.8432.792.54-36.6628.281.5-15.2526.051.18-35.8721.653.10-28.0727.052.54-36.6628.285.370.726.91
23Q4 (17)2000.00.00.9237.3153.330.8137.29-40.02.6852.2712.1346.09.76-13.666.2312.86-23.093.8510.95-38.04.0126.177.431.7722.07-46.531.8438.3553.334.3112.8326.764.0126.177.43-4.5523.5814.74
23Q3 (16)2000.00.00.679.84-6.940.59-7.8168.571.7661.47-1.6841.91-18.86-18.835.528.0262.833.4710.5181.683.1835.3213.981.45-10.4946.461.339.92-7.643.8226.0715.063.1835.3213.98-6.5518.4612.76
23Q2 (15)2000.00.00.6127.0815.090.6433.3377.781.09127.081.8751.655.7518.255.1126.827.753.1428.6944.72.3518.69-2.491.6236.1370.531.2124.7415.243.0324.184.122.3518.69-2.49-1.293.54-15.55
23Q1 (14)2000.00.00.48-20.0-12.730.48-64.4417.070.48-79.92-12.7348.84-8.338.414.03-50.250.752.44-60.715.631.98-12.39-18.181.19-64.0514.420.97-19.17-11.012.44-28.24-16.721.98-12.39-18.18-2.56-18.34110.63
22Q4 (13)2000.00.50.60-16.67-42.311.35285.7140.632.3933.52-4.0253.283.212.748.10138.9414.576.21225.1321.762.26-19.0-48.053.31234.3437.341.2-16.67-41.753.402.41-36.82.26-19.0-48.0510.709.59141.47
22Q3 (12)2000.00.00.7235.8516.130.35-2.78-35.191.7967.2922.651.6318.222.753.39-15.25-34.681.91-11.98-36.962.7915.77-6.060.994.21-22.661.4437.1415.23.3214.09-3.492.7915.77-6.067.5816.11-7.49
22Q2 (11)2000.00.00.53-3.6420.450.36-12.271.431.0794.5528.9243.68-3.0424.764.000.017.652.17-6.0665.652.41-0.41-3.980.95-8.65106.521.05-3.6719.322.91-0.6812.362.41-0.41-3.98-3.86-25.38-34.74
22Q1 (10)2000.53.090.55-47.1241.030.41-57.2978.260.55-77.9141.0345.05-4.6827.334.00-43.42-45.212.31-54.7141.722.42-44.3713.081.04-56.8579.311.09-47.0943.422.93-45.5416.732.42-44.3713.083.8410.3110.25
21Q4 (9)199-0.53.111.0467.74-2.80.9677.7888.242.4970.55-23.6247.2612.3623.567.0736.226.165.1068.3231.444.3546.46-19.592.4188.2862.842.0664.8-0.485.3856.4-18.984.3546.46-19.5916.2554.32117.46
21Q3 (8)2000.03.630.6240.9112.730.54157.14217.651.4675.9-33.3342.0620.1440.535.1952.6513.573.03131.3114.892.9718.33-16.341.28178.26204.761.2542.0517.923.4432.82-10.182.9718.33-16.349.5426.8674.22
21Q2 (7)2003.093.630.4412.82-69.440.21-8.7310.00.83112.82-49.3935.01-1.057.03.40-53.42-20.191.31-19.63-2.242.5117.29-70.40.46-20.694.550.8815.79-68.232.593.19-75.192.5117.29-70.4-4.28-25.36-31.80
21Q1 (6)1940.520.520.39-63.5585.710.23-54.935.290.39-88.0485.7135.38-7.512.257.309.61102.221.63-57.9918.122.14-60.4468.50.58-60.8134.880.76-63.2990.02.51-62.262.992.14-60.4468.510.1515.5072.55
20Q4 (5)1930.00.01.0794.55154.760.51200.013.333.2648.86297.5638.2527.8-7.946.6645.73140.433.88175.18234.485.4152.39180.311.48252.38208.332.0795.28158.756.6473.37621.745.4152.39180.31--0.00
20Q3 (4)1930.00.00.55-61.810.00.17270.00.02.1933.540.029.93-8.530.04.577.280.01.415.220.03.55-58.140.00.42-4.550.01.06-61.730.03.83-63.310.03.55-58.140.0--0.00
20Q2 (3)1930.00.01.44585.710.0-0.10-158.820.01.64680.950.032.723.810.04.2618.010.01.34-2.90.08.48567.720.00.442.330.02.77592.50.010.44577.920.08.48567.720.0--0.00
20Q1 (2)1930.00.00.21-50.00.00.17-62.220.00.21-74.390.031.52-24.140.03.6130.320.01.3818.970.01.27-34.20.00.43-10.420.00.4-50.00.01.5467.390.01.27-34.20.0--0.00
19Q4 (1)1930.00.00.420.00.00.450.00.00.820.00.041.550.00.02.770.00.01.160.00.01.930.00.00.480.00.00.80.00.00.920.00.01.930.00.0--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)
2024/1017.136.8424.08159.72.2447.59N/A-
2024/916.0311.0619.71142.580.1248.90.42-
2024/814.43-21.72-5.34126.55-1.948.380.42-
2024/718.4418.8738.9112.12-1.4449.650.41-
2024/615.51-1.2-7.1793.68-6.7747.230.37-
2024/515.7-2.0-15.8278.17-6.6950.530.35-
2024/416.02-14.81-1.6362.47-4.0747.580.37-
2024/318.8147.471.5346.45-4.8946.450.3-
2024/212.75-14.354.6727.64-8.8145.960.3-
2024/114.89-18.72-17.8814.89-17.8847.090.29-
2023/1218.3231.98-4.65188.39-2.7146.00.25-
2023/1113.880.56-14.59170.07-2.4941.070.29-
2023/1013.83.08-22.51156.19-1.2542.440.28-
2023/913.39-12.18-22.06142.391.4441.910.24-
2023/815.2514.86-9.54129.04.7245.230.22-
2023/713.27-20.56-24.55113.766.9848.630.21-
2023/616.71-10.44.87100.4813.2351.650.13-
2023/518.6514.5151.8283.7715.0653.460.12經檢視當月營收差異達50%,主係本月廠房、商業大樓及住宅大樓工程收入增加所致。
2023/416.29-12.075.2965.127.646.990.14-
2023/318.5252.0312.5748.848.448.840.14-
2023/212.18-32.81-0.9430.315.9949.530.14-
2023/118.13-5.6311.2318.1311.2353.60.13-
2022/1219.2118.22-3.18193.6421.2453.280.15-
2022/1116.25-8.7510.07174.4324.7151.240.16-
2022/1017.813.6740.8158.1826.4451.850.15-
2022/917.181.9131.25140.3724.8251.630.2-
2022/816.86-4.1920.03123.1923.9750.380.2-
2022/717.5910.4317.86106.3324.6245.810.22-
2022/615.9329.6928.8688.7326.0643.680.22-
2022/512.28-20.584.0672.825.4644.20.22-
2022/415.47-5.9942.760.5230.9244.220.22-
2022/316.4533.7823.545.0527.3145.050.19-
2022/212.3-24.5525.9828.629.6248.440.18-
2022/116.3-17.8632.516.332.550.910.17-
2021/1219.8534.4259.41159.7120.647.260.21經檢視當月營收差異達50%,主係因本月電子廠房、大樓及公共建設等工程收入增加所致。
2021/1114.7616.714.15139.8616.5840.50.25-
2021/1012.65-3.358.82125.118.2439.780.25-
2021/913.09-6.7924.54112.4519.442.060.3-
2021/814.04-5.9244.4399.3618.7641.330.3-
2021/714.9320.7353.9285.3215.3839.090.32經檢視當月營收差異達50%,主係因本月電子廠房、商業大樓及原料倉庫鋼構廠房等工程收入增加所致。
2021/612.364.7314.3370.399.5635.010.29-
2021/511.88.919.0458.038.635.960.29-
2021/410.84-18.63-2.2346.228.4933.920.3-
2021/313.3236.466.3335.3812.2635.380.23-
2021/29.76-20.644.5822.0616.1734.510.23-
2021/112.3-1.1927.3712.327.3738.930.21-
2020/1212.45-12.17-34.32132.42-20.7338.250.18-
2020/1114.1721.9412.47119.97-18.9936.310.19-
2020/1011.6210.616.36105.8-21.9231.860.22-
2020/910.518.085.1294.17-24.9629.930.25-
2020/89.720.26-19.7383.66-27.5730.230.25-
2020/79.7-10.31-10.0373.94-28.4931.340.24-
2020/610.81-0.11-26.364.24-30.6432.720.21-
2020/510.83-2.34-13.8553.43-31.4534.440.2-
2020/411.09-11.51-38.5142.6-34.8332.950.21-
2020/312.5334.22-25.1731.52-33.4331.520.24-
2020/29.33-3.35-27.9618.99-37.9537.950.2-
2020/19.66-49.05-45.289.66-45.2841.220.18-
2019/1218.9650.42-17.0167.06-17.940.0N/A-
2019/1112.626.15-27.57148.11-18.060.0N/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)2000.02.6711.722.532.02188.39-2.715.204.633.21-1.232.8414.986.04-3.826.343.765.3611.9
2022 (9)2000.52.39-3.632.4827.84193.6421.244.97-14.63.259.82.47-20.066.2833.056.115.714.79-3.04
2021 (8)1993.112.48-23.691.94158.67159.7120.615.8219.752.9640.953.09-35.084.7269.785.78-23.854.94-21.71
2020 (7)1930.03.25301.230.7529.31132.42-20.744.86102.52.10268.424.76406.382.78192.637.59454.016.31299.37
2019 (6)1930.00.8132.790.58163.64167.06-17.952.4037.140.57338.460.9462.070.95265.381.3738.381.5833.9
2018 (5)1930.00.61117.860.220203.6123.371.75-15.870.131200.00.5875.760.262500.00.9930.261.18118.52
2017 (4)1930.00.28-24.32-0.100165.04-3.522.08-7.140.0100.33-21.430.0100.76-39.680.54-25.0
2016 (3)1930.00.37-58.43-0.300171.079.242.24-40.43-0.0400.42-62.16-0.0701.26-44.740.72-58.38
2015 (2)1930.00.89-33.080.6229.17156.6-9.393.7626.61.1543.751.11-25.51.830.432.28-23.491.73-32.68
2014 (1)1930.01.33-40.890.48-72.09172.83-11.682.9700.8001.4901.38-68.22.98-43.352.57-41.06

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