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)432.382.380.8172.34-13.830.7949.062.61.34152.83-20.714.0732.14-5.7920.24-0.982.7911.5412.04-1.119.3128.77-9.870.4746.88-6.00.3470.0-15.011.5722.43-12.559.3128.77-9.8718.45377.8424.53
24Q2 (19)420.00.00.47683.33135.00.53089.290.53783.33-29.333.084.760.3320.4487.726.3310.30900.066.137.23507.56137.050.32966.6768.420.2900.0122.229.45479.7582.797.23507.56137.05-12.54300.00-50.00
24Q1 (18)420.00.00.06-83.33-88.890.00-100.0-100.00.06-97.07-88.892.94-29.83-8.4110.89-34.36-47.691.03-85.83-90.621.19-77.8-85.650.03-90.0-91.430.02-86.67-91.31.63-75.89-84.111.19-77.8-85.65-16.42-72.52-74.03
23Q4 (17)420.00.00.36-61.7-65.710.40-48.05-64.292.0521.3-67.674.19-3.0115.7516.59-15.74-39.567.27-37.7-54.845.36-48.11-57.960.3-40.0-48.280.15-62.5-66.676.76-48.9-55.935.36-48.11-57.9618.86154.1563.48
23Q3 (16)420.00.00.94370.0-58.410.77175.0-64.021.69125.33-68.054.3240.72-17.2419.6921.69-37.1111.6788.23-50.0210.33238.69-46.340.5163.16-59.020.4344.44-58.3313.23155.9-44.9710.33238.69-46.3418.18153.5261.64
23Q2 (15)420.00.00.20-62.96-88.10.28-51.72-82.50.7538.89-75.253.07-4.36-29.4316.18-22.29-46.536.20-43.53-71.973.05-63.21-82.760.19-45.71-80.210.09-60.87-87.325.17-49.61-77.093.05-63.21-82.76-7.85-55.77-49.97
23Q1 (14)420.00.00.54-48.57-59.70.58-48.21-48.210.54-91.48-59.73.21-11.33-24.6520.82-24.15-20.9910.98-31.8-32.898.29-34.98-43.640.35-39.66-50.00.23-48.89-59.6510.26-33.12-44.098.29-34.98-43.64-20.99-51.05-47.94
22Q4 (13)420.00.01.05-53.54-25.01.12-47.66-21.136.3419.8548.483.62-30.65-30.1227.45-12.33-3.8216.10-31.05-1.9512.75-33.770.710.58-52.46-31.760.45-53.12-23.7315.34-36.19-4.0712.75-33.770.71-5.32-9.51-6.95
22Q3 (12)420.00.02.2634.5249.672.1433.7543.625.2974.5984.325.2220.00.5831.313.4719.023.355.5643.6919.258.8249.691.2227.0845.240.9635.2150.024.046.5147.4819.258.8249.6911.0529.9538.30
22Q2 (11)420.00.01.6825.3775.01.6042.8660.03.03126.12122.794.352.119.5730.2614.8426.2422.1235.2151.5117.6920.2659.510.9637.1465.520.7124.5677.522.5723.062.1417.6920.2659.51-7.8310.5410.87
22Q1 (10)420.00.01.34-4.29235.01.12-21.13128.571.34-68.62235.04.26-17.7665.1226.35-7.6726.816.36-0.3749.014.7116.1993.30.7-17.65150.00.57-3.39235.2918.3514.7695.2114.7116.1993.3-8.98-5.79-12.91
21Q4 (9)420.00.01.40-7.28278.381.42-4.7144.834.2748.78184.675.18-0.19109.7228.548.4826.6816.421.0543.1612.66-1.5698.740.851.19203.570.59-7.81268.7515.99-1.9106.8612.66-1.5698.7415.2725.0022.15
21Q3 (8)420.00.01.5157.29308.111.4949.0302.72.87111.03153.985.1930.7387.3626.319.7640.4716.2511.390.0612.8615.9686.380.8444.83250.00.6460.0300.016.3017.188.8812.8615.9686.3842.3098.6476.54
21Q2 (7)420.00.00.96140.0140.01.00104.08127.271.36240.081.333.9753.8849.8123.9715.3515.1914.6032.9746.7311.0945.7355.980.58107.14123.080.4135.29135.2913.9248.0950.8111.0945.7355.9829.1774.0644.28
21Q1 (6)420.00.00.408.1111.110.49-15.5240.00.40-73.3311.112.584.45-4.820.78-7.7713.310.98-4.2733.97.6119.4713.080.280.027.270.176.2513.339.4021.612.317.6119.4713.08-3.194.0520.62
20Q4 (5)420.00.00.370.08.820.5856.7638.11.5032.74-39.022.47-10.83-23.7722.5320.2925.0311.4734.1548.966.37-7.6822.970.2816.6712.00.160.014.297.73-10.4320.596.37-7.6822.97--0.00
20Q3 (4)420.00.00.37-7.50.00.37-15.910.01.1350.670.02.774.530.018.73-10.00.08.55-14.070.06.90-2.950.00.24-7.690.00.16-5.880.08.63-6.50.06.90-2.950.0--0.00
20Q2 (3)420.00.00.4011.110.00.4425.710.00.75108.330.02.65-2.210.020.8113.470.09.9521.340.07.115.650.00.2618.180.00.1713.330.09.2310.270.07.115.650.0--0.00
20Q1 (2)420.00.00.365.880.00.35-16.670.00.36-85.370.02.71-16.360.018.341.780.08.206.490.06.7329.920.00.22-12.00.00.157.140.08.3730.580.06.7329.920.0--0.00
19Q4 (1)420.00.00.340.00.00.420.00.02.460.00.03.240.00.018.020.00.07.700.00.05.180.00.00.250.00.00.140.00.06.410.00.05.180.00.0--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)
2024/101.23-8.54-16.8611.32-6.223.96N/A-
2024/91.34-3.83-17.6910.1-4.744.071.21-
2024/81.394.31-6.788.75-2.393.841.28-
2024/71.3420.7612.157.36-1.513.381.46-
2024/61.1118.45-1.66.02-4.113.081.72-
2024/50.93-9.87-9.844.91-4.663.041.74-
2024/41.04-2.6514.323.98-3.352.961.79-
2024/31.0724.8-8.032.94-8.352.941.59-
2024/20.85-16.64-20.181.88-8.533.311.42-
2024/11.02-28.694.131.024.133.741.25-
2023/121.4412.2446.4414.79-15.234.191.15-
2023/111.28-13.2724.0613.35-18.94.381.1-
2023/101.48-9.47-8.2912.07-21.774.61.05-
2023/91.638.912.1210.6-23.344.321.22-
2023/81.525.5-20.548.97-26.673.811.38-
2023/71.195.94-31.47.47-27.783.351.57-
2023/61.138.53-28.136.28-27.053.071.73-
2023/51.0414.28-24.135.16-26.813.11.71-
2023/40.91-21.69-36.064.12-27.453.141.7-
2023/31.168.32-14.383.21-24.593.211.6-
2023/21.078.75-1.052.05-29.343.031.7-
2023/10.980.27-46.10.98-46.13.01.72-
2022/120.98-4.9-20.017.453.13.621.35-
2022/111.03-35.89-40.216.474.914.241.16-
2022/101.610.82-27.8415.4410.475.090.96-
2022/91.6-15.265.9113.8317.755.220.95-
2022/81.888.341.2212.2319.55.190.95-
2022/71.7411.01-4.8410.3523.554.671.06-
2022/61.5714.562.548.6131.484.351.18-
2022/51.37-3.6713.787.0440.274.141.24-
2022/41.424.8514.335.6848.63.851.33-
2022/31.3525.1936.434.2665.094.261.16本公司及子公司相關工程案訂單出貨所致
2022/21.08-40.7592.912.9183.04.131.2本公司及子公司相關工程案訂單出貨所致
2022/11.8248.8277.591.8277.594.771.04本公司相關工程案訂單持續出貨所致
2021/121.23-28.91287.7716.9263.845.180.94本公司相關工程案訂單持續出貨所致
2021/111.72-22.6598.4215.756.775.460.9本公司相關工程案訂單持續出貨所致
2021/102.2347.99140.413.9752.815.60.87本公司相關工程案訂單持續出貨所致
2021/91.51-19.0163.8511.7442.925.190.91本公司及子公司相關工程案訂單持續出貨所致
2021/81.861.8582.0510.2340.285.210.91本公司與子公司相關工程案訂單持續出貨所致
2021/71.8319.6399.718.3733.484.551.04本公司及子公司相關工程持續出貨所致
2021/61.5327.1276.26.5522.183.971.15本公司及子公司相關工程持續出貨所致
2021/51.2-3.2159.485.0211.763.431.33本公司及子公司相關工程案訂單持續出貨所致
2021/41.2425.1120.763.822.152.791.64-
2021/30.9977.03-1.022.58-4.892.581.78-
2021/20.56-45.46-16.881.59-7.161.92.41-
2021/11.03224.94-0.831.03-0.832.212.07-
2020/120.32-63.62-76.6610.33-15.172.111.86主因為重要子公司大川研與亞東之民事起訴案,屬109年認列之營收全數回轉及大陸子公司109年訂單因受疫情影響延後出貨所致
2020/110.87-6.29-9.4810.01-7.482.721.45-
2020/100.930.870.679.14-7.282.871.37-
2020/90.92-10.0217.058.22-8.12.861.41-
2020/81.0211.72-12.447.3-10.532.81.44-
2020/70.915.55-18.456.27-10.212.531.59-
2020/60.8715.06-7.135.36-8.632.651.54-
2020/50.75-26.71-24.634.49-8.912.781.47-
2020/41.032.5418.693.74-4.922.71.51-
2020/31.048.677.482.71-11.592.711.54-
2020/20.67-34.93-23.071.71-19.923.061.36-
2020/11.04-23.52-17.731.04-17.733.351.24-
2019/121.3541.0750.9412.188.250.0N/A因子公司所接獲訂單持續出貨所致
2019/110.964.220.6210.824.540.0N/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)420.02.04-67.522.05-65.7214.79-15.2418.33-36.869.14-53.916.97-57.531.35-60.981.34-62.460.87-67.54
2022 (9)420.06.2847.765.9835.2917.453.1329.0313.419.8331.2416.4141.713.4635.163.5744.532.6848.07
2021 (8)420.04.25185.234.42171.1716.9263.7925.6026.3615.1160.0611.5866.382.56161.222.47174.441.81187.3
2020 (7)420.01.49-39.181.63-30.6410.33-13.5620.26-8.379.44-21.666.96-27.730.98-31.940.9-38.780.63-39.42
2019 (6)420.02.45-26.432.35-25.6311.958.4422.11-20.6412.05-25.579.63-29.191.44-19.11.47-20.541.04-26.76
2018 (5)420.03.3363.243.1637.3911.0219.0127.8612.5216.1922.9313.6039.21.7845.91.8568.181.4263.22
2017 (4)420.02.041.492.3019.179.261.9824.768.8413.1711.999.770.721.2214.021.11.850.872.35
2016 (3)420.02.0124.841.9310.929.086.722.75-1.1311.764.729.7015.891.0711.461.0820.00.8523.19
2015 (2)420.01.61126.761.74114.818.5117.8723.0133.5511.23121.948.37103.160.96159.460.9190.320.69130.0
2014 (1)420.00.71373.330.8165.317.2219.9317.2305.0604.1200.37146.670.3100.3400.0

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