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)571.7916.33-0.8323.1531.4-0.8128.9512.9-3.12-36.24-0.970.268.3352.94-66.8836.0947.43-192.1632.6542.24-194.6626.9446.91-0.5123.8810.53-0.4722.9520.34-194.6626.9446.91-194.6626.9446.9111.3116.9516.57
24Q2 (19)565.6614.29-1.0810.743.57-1.144.2-39.02-2.29-89.26-21.810.2414.2914.29-104.65-4.25-52.55-285.3214.28-23.06-266.4316.12-0.28-0.674.29-39.58-0.616.15-12.96-266.4316.12-0.28-266.4316.12-0.28-18.43-11.11-18.73
24Q1 (18)538.168.16-1.21-32.97-61.33-1.19-41.67-83.08-1.2169.37-61.330.21-51.16-19.23-100.38-257.86-92.34-332.87-201.19-138.55-317.62-206.26-126.64-0.7-48.94-94.44-0.65-44.44-75.68-317.62-206.26-126.64-317.62-206.26-126.6450.89-4.09-16.00
23Q4 (17)490.032.43-0.9124.798.08-0.849.68-29.23-3.95-27.8314.130.43152.9459.26-28.0577.9517.31-110.5266.7819.04-103.7171.7224.62-0.4717.54-27.03-0.4523.73-21.62-103.7171.7224.62-103.7171.7224.6266.948.38-1.87
23Q3 (16)490.028.95-1.21-8.043.97-0.93-13.41-20.78-3.09-64.3618.470.17-19.056.25-127.21-85.446.89-332.70-43.49-16.42-366.68-38.02-21.28-0.57-18.75-26.67-0.59-9.26-25.53-366.68-38.02-21.28-366.68-38.02-21.28-19.14-28.68-19.78
23Q2 (15)490.044.12-1.12-49.337.44-0.82-26.15-6.49-1.88-150.6725.690.21-19.23-4.55-68.60-31.4440.35-231.86-66.16-16.54-265.68-89.58-43.91-0.48-33.33-9.09-0.54-45.95-31.71-265.68-89.58-43.91-265.68-89.58-43.91-11.46-12.54-13.07
23Q1 (14)4932.4344.12-0.7524.2443.61-0.650.04.41-0.7583.743.610.26-3.773.33-52.19-53.8658.53-139.54-2.2148.59-140.14-1.8654.91-0.362.77.69-0.370.017.78-140.14-1.8654.91-140.14-1.8654.9132.5222.847.79
22Q4 (13)37-2.6342.31-0.9921.4357.69-0.6515.5846.28-4.60-21.3746.320.2768.751450.0-33.9275.170-136.5252.230-137.5854.490-0.3717.7846.38-0.3721.2839.34-137.5854.490-137.5854.49020.748.657.79
22Q3 (12)3811.7635.71-1.26-4.1325.88-0.770.0-6.94-3.79-49.844.020.16-27.27166.67-136.63-18.8170.98-285.77-43.6358.18-302.33-63.7661.72-0.45-2.27-9.76-0.47-14.630.0-302.33-63.7661.85-302.33-63.7661.729.702.44-6.62
22Q2 (11)340.036.0-1.219.0247.16-0.77-13.2421.43-2.53-90.2351.530.2246.67633.33-115.008.6186.08-198.9626.787.92-184.6240.688.94-0.44-12.8222.81-0.418.8928.07-184.6240.688.91-184.6240.688.94448.3326.0915.28
22Q1 (10)3430.7778.95-1.3343.1656.25-0.6843.832.0-1.3384.4856.250.15850.0200.0-125.84079.24-271.44074.78-310.80071.64-0.3943.4831.58-0.4526.2322.41-310.80071.64-310.80071.64358.332.75-12.13
21Q4 (9)26-7.1444.44-2.34-37.65-168.97-1.21-68.06-245.71-8.57-26.59-10.87-0.02-133.33-133.330.00100.0100.00.00100.0100.00.00100.0100.0-0.69-68.29-38.0-0.61-29.79-281.250.00100.0100.00.00100.0100.0-16.67-5.94-20.77
21Q3 (8)2812.055.56-1.7025.7629.17-0.7226.5320.88-6.77-29.692.590.06100.0100.0-470.8342.9954.22-683.4158.5165.85-789.7752.752.35-0.4128.0722.64-0.4717.54-9.3-792.4352.4152.19-789.7752.752.3530.0025.2214.27
21Q2 (7)2531.58-16.67-2.2924.67-62.41-0.982.0-36.11-5.22-71.71-91.210.03-40.0-25.0-825.90-36.22-20.68-1647.03-53.02-69.78-1669.64-52.33-66.09-0.570.0-39.02-0.571.72-35.71-1665.02-51.9-65.63-1669.64-52.33-66.09-28.34-112.38-91.86
21Q1 (6)195.56-36.67-3.04-249.43-128.57-1.00-185.71-49.25-3.0460.67-128.570.05-16.67-16.67-606.28-12.13-27.26-1076.37-20.82-56.49-1096.10-286.71-51.75-0.57-14.0-50.0-0.58-262.5-45.0-1096.10-33.68-51.75-1096.10-286.71-51.7541.66-92.84-62.09
20Q4 (5)180.0-40.0-0.8763.7513.86-0.3561.5439.66-7.73-11.22-112.950.06100.0-14.29-540.6747.42-85.71-890.8855.48-83.82-283.4482.935.02-0.55.66-47.06-0.1662.7946.67-819.9650.53-87.98-283.4482.935.02--0.00
20Q3 (4)18-40.00.0-2.40-70.210.0-0.91-26.390.0-6.95-154.580.00.03-25.00.0-1028.35-50.260.0-2001.30-106.290.0-1657.43-64.880.0-0.53-29.270.0-0.43-2.380.0-1657.43-64.880.0-1657.43-64.880.0--0.00
20Q2 (3)300.00.0-1.41-6.020.0-0.72-7.460.0-2.73-105.260.00.04-33.330.0-684.40-43.650.0-970.12-41.040.0-1005.26-39.170.0-0.41-7.890.0-0.42-5.00.0-1005.26-39.170.0-1005.26-39.170.0--0.00
20Q1 (2)300.00.0-1.33-31.680.0-0.67-15.520.0-1.3363.360.00.06-14.290.0-476.42-63.640.0-687.82-41.920.0-722.31-65.590.0-0.38-11.760.0-0.4-33.330.0-722.31-65.590.0-722.31-65.590.0--0.00
19Q4 (1)300.00.0-1.010.00.0-0.580.00.0-3.630.00.00.070.00.0-291.140.00.0-484.640.00.0-436.200.00.0-0.340.00.0-0.30.00.0-436.200.00.0-436.200.00.0--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)
2024/100.07-28.7593.20.7917.920.28N/A本月增加因銷售監控系統軟硬體增加。
2024/90.1-2.4625.540.7113.340.260.34-
2024/80.11100.73162.150.6111.490.210.43本月增加因銷售監控系統軟硬體增加。本年增加因銷售監控系統軟硬體增加。
2024/70.0510.0224.90.5-0.60.230.4-
2024/60.05-61.39-55.830.45-2.940.230.39本月減少因銷售監控系統軟硬體減少。本年減少因銷售監控系統軟硬體減少。
2024/50.12107.08179.350.413.360.250.37本月增加因銷售監控系統軟硬體增加。本年增加因銷售監控系統軟硬體增加。
2024/40.06-0.5118.830.28-10.610.210.43本月增加因衛星通訊硬體銷售增加。本年減少因銷售監控系統軟硬體減少。
2024/30.06-32.84-65.490.22-16.380.220.6本月減少因本月銷售監控系統軟硬體減少。本年減少因銷售監控系統軟硬體減少。
2024/20.0937.85101.420.1687.430.470.27本月增加因本月銷售監控系統軟硬體增加。本年增加因銷售監控系統軟硬體增加。
2024/10.07-79.4171.050.0771.050.450.29本月增加因本月銷售監控系統軟硬體增加。本年增加因銷售監控系統軟硬體增加。
2023/120.32368.03106.381.0533.110.420.35本月增加因本月銷售監控系統軟硬體增加。
2023/110.0777.47-31.350.7315.40.190.79-
2023/100.04-53.7147.540.6724.00.160.93本月增加因去年同期解約1艘船之天線及配件。
2023/90.08103.6748.260.6320.340.171.63-
2023/80.04-4.3567.10.5517.010.191.41本月增加因本月出貨天線配件,去年同期無出貨。
2023/70.04-61.09-44.370.5114.250.21.38-
2023/60.11144.23959.220.4626.470.21.47本月增加因本月銷售監控系統軟硬體增加。本年增加因銷售監控系統軟硬體增加。
2023/50.04-11.91-62.260.35-0.520.271.11本月減少因本月銷售監控系統軟硬體較去年同期少。
2023/40.05-71.11-45.260.3130.250.271.11-
2023/30.18292.0250.190.2678.560.260.73本月增加因本月銷售監控系統軟硬體增加。本年增加因銷售監控系統軟硬體增加。
2023/20.0417.07258.520.08197.270.240.8本月增加因本月銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2023/10.04-75.16147.730.04147.730.290.65本月增加因本月銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/120.1555.66419.630.79503.370.270.3本月增加因本月銷售天線設備,去年同期無銷售天線設備。本年增加因銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/110.1540.03380.10.64255.250.170.47本月增加因本月銷售監控系統軟硬體,去年同期無銷售。本年增加因銷售監控系統軟硬體,去年同期無銷售。
2022/100.02-72.2732.930.54239.030.10.84本年增加因本年銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/90.06129.55201.730.52255.340.161.09本月增加因本月銷售天線設備,去年同期無銷售天線設備。本年增加因銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/80.02-68.160.70.47263.040.111.53本年增加因本年銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/70.08640.67348.50.44323.650.20.83本月增加因本月銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/60.01-91.29-2.360.37318.810.220.86本年增加因銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/50.1227.78859.310.36362.890.330.58本月增加因本月銷售監控系統軟硬體,去年同期無銷售監控系統軟硬體。
2022/40.09-20.73707.670.24267.960.220.86本月增加因本月出貨建材,去年同期無出貨
2022/30.12835.78477.750.14172.910.141.31主要係本月資訊服務收入增加。
2022/20.01-19.118.050.03-14.92-0.02-9.38-
2022/10.02132.03-30.60.02-30.6-0.01-15.65-
2021/12-0.05-333.81-338.210.13-27.08-0.02-10.03本月減少因本月退回天線及配件11套,去年同期出貨3套。
2021/110.0277.21-25.40.1812.350.053.15-
2021/100.01-37.0635.230.1620.260.052.95-
2021/90.02-23.38149.720.1519.220.062.01本月增加因本月出貨天線配件及軟硬體設備,去年同期無出貨。
2021/80.0241.79258.920.1310.890.052.32本月增加因本月出貨1台天線及配件,去年同期無出貨。
2021/70.0261.2340.460.1-4.360.043.01-
2021/60.01-14.5-36.520.09-9.950.035.24-
2021/50.017.58-31.170.08-4.470.044.09-
2021/40.01-43.353.950.063.180.044.26主要係本年資訊服務收入較去年增加
2021/30.0291.2-31.560.05-3.680.052.83-
2021/20.01-52.44-6.860.0328.590.052.83-
2021/10.029.9857.020.0257.020.072.14本月增加因本月出貨天線3套,去年同期出貨2套。
2020/120.02-26.78-37.050.18-21.310.062.3主要是去年同期銷售2套KU天線及9套L天線及認廣告收入,今年只出售3套KU天線
2020/110.03221.27104.510.16-18.740.042.98本月增加主係因本月出貨天線7套,去年同期出貨天線1套。
2020/100.0116.21-63.680.13-27.840.025.72本月減少因本月無出貨,去年同期出貨天線2套
2020/90.0110.11154.290.12-22.510.034.19主要係本年資訊服務收入較去年增加;全年度銷售天線產品較去年度減少
2020/80.01-44.5-46.530.12-25.810.043.1主要係去年同期銷售KU天線及配件2套
2020/70.01-27.13-49.830.11-23.990.052.36主要系108年銷售KU天線及配件4套
2020/60.02-7.3-85.340.1-18.780.041.9本月減少因本月出貨天線1套,去年同期出貨天線18套
2020/50.02140.6717830.00.081214.860.051.46本月增加因本月出貨L-BAND天線12套,去年同期無出貨
2020/40.01-74.79284.020.06938.870.051.65本月認列寬頻服務收入553千元,去年同期並沒有此收入
2020/30.03160.2198433.30.061250.240.061.45本月增加因本月出貨天線3套,去年同期無出貨
2020/20.01-19.8337766.70.03530.370.061.39本月增加因本月出貨天線1套,去年同期無出貨
2020/10.01-55.91252.480.01252.480.061.34本月增加因本月出貨天線2套,去年同期無出貨
2019/120.03137.89107033.00.23751.930.0N/A本月增加因本月出貨天線2套,去年同期無出貨
2019/110.01-42.945304.00.2632.920.0N/A本月增加因本月出貨天線1套,去年同期無出貨
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)4932.43-3.950-3.2501.0735.44-57.780-177.010-186.500-1.890-1.990-1.950
2022 (9)3742.31-4.600-2.8900.79507.69-93.840-208.360-215.190-1.650-1.710-1.70
2021 (8)2644.44-8.570-3.8900.13-27.78-959.340-1701.750-1706.790-2.230-2.240-2.230
2020 (7)18-40.0-7.730-2.6500.18-21.74-625.740-1009.240-787.100-1.810-1.720-1.410
2019 (6)300.0-3.630-1.9300.23666.67-81.330-479.950-476.900-1.10-1.090-1.090
2018 (5)300.0-1.380-0.8400.03-87.549.0746.83-1818.160-1540.270-0.490-0.410-0.410
2017 (4)300.0-1.640-0.2500.24700.033.420-59.310-201.420-0.140-0.50-0.490
2016 (3)300.0-1.520-0.4700.03-25.0-94.150-947.150-1613.220-0.270-0.460-0.460
2015 (2)300.0-0.890-0.5300.04-92.16-82.360-652.220-600.510-0.290-0.260-0.270
2014 (1)300.0-0.210-0.4400.51-88.7940.060-13.030-12.240-0.0700.12-94.34-0.060

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