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(%)
24Q4 (20)1970.06.490.42133.3313.510.4186.36-32.791.4341.585.1514.9844.5915.8528.81-11.35-16.716.9732.76-36.695.6161.217.061.0492.59-26.760.82127.7820.597.0154.41-0.145.6161.217.0635.2346.6766.52
24Q3 (19)1970.07.070.18-40.0-45.450.2246.67266.671.0121.691.010.3625.884.7532.50-14.96.495.25-7.73127.273.48-51.73-43.510.5414.89134.780.36-38.98-40.984.54-50.65-37.473.48-51.73-43.51-9.92-41.70-4.61
24Q2 (18)1970.07.070.30-43.420.00.15-55.8825.00.8356.623.888.23-45.716.8838.1960.941.845.69-1.7322.377.214.822.620.47-46.5930.560.59-43.2731.119.2010.9822.837.214.822.62-14.23-0.08-50.07
24Q1 (17)1976.497.070.5343.2426.190.34-44.26-24.440.53-61.0326.1915.1617.2564.9623.73-31.4-39.745.79-47.41-49.746.8831.3-18.770.88-38.03-16.981.0452.9433.338.2918.09-19.366.8831.3-18.7723.9927.68436.20
23Q4 (16)1850.540.540.3712.12311.110.61916.67144.01.3636.030.7712.9330.7414.7334.5913.3412.0511.01376.62139.875.24-14.94256.461.42517.39173.080.6811.48300.07.02-3.31328.055.24-14.94256.4629.5922.06433.33
23Q3 (15)1840.00.00.3332.00.00.06-50.00.01.0049.255.269.8928.4432.9330.52-18.61-16.432.31-50.32-45.06.164.76-24.790.23-36.11-25.810.6135.560.07.26-3.07-33.036.164.76-24.796.12-4.24-61.66
23Q2 (14)1840.00.00.25-40.48-19.350.12-73.33-64.710.6759.528.067.7-16.21-27.937.50-4.7721.64.65-59.64-40.765.88-30.5810.730.36-66.04-57.140.45-42.31-21.057.49-27.148.395.88-30.5810.73-17.34163.093.34
23Q1 (13)1840.00.00.42366.6735.480.4580.050.00.42-59.6235.489.19-18.468.1239.3827.5712.111.52150.9829.738.47476.1924.561.06103.8539.470.78358.8234.4810.28526.8316.698.47476.1924.5616.51146.97198.34
22Q4 (12)1840.00.00.09-72.73-62.50.25316.67108.331.049.4728.411.2751.48-14.1730.87-15.4723.184.599.2970.631.47-82.05-57.140.5267.7448.570.17-72.13-62.221.64-84.87-62.561.47-82.05-57.1410.57-33.14117.16
22Q3 (11)1840.00.00.336.4522.220.06-82.35-75.00.9553.2366.677.44-30.344.3536.5218.42-4.324.20-46.5-49.468.1954.2415.350.31-63.1-47.460.617.0219.6110.8456.8722.218.1954.2415.35-2.353.23-34.51
22Q2 (10)1840.00.00.310.093.750.3413.33126.670.62100.0113.7910.6825.6536.7530.84-12.212.227.85-11.686.95.31-21.9136.150.8410.53154.550.57-1.7290.06.91-21.5762.595.31-21.9136.15-4.8014.5981.67
22Q1 (9)1840.00.00.3129.17138.460.30150.0233.330.31-61.73138.468.5-35.2624.2735.1340.183.268.88230.11149.446.8098.25100.00.76117.14216.670.5828.89152.178.81101.14108.276.8098.25100.024.459.0350.00
21Q4 (8)1840.00.00.24-11.11300.00.12-50.01300.00.8142.1128.5713.1384.1524.6925.06-34.351.172.69-67.6313350.03.43-51.69253.610.35-40.6800.45-11.76350.04.38-50.62305.563.43-51.69253.6137.7228.825.00
21Q3 (7)1840.00.00.2768.753.850.2460.00.00.5796.550.07.13-8.71-1.7938.1726.524.698.3197.861.717.1082.059.40.5978.790.00.5170.08.518.87108.717.917.1082.059.42.7345.9163.34
21Q2 (6)1840.00.550.1623.08-44.830.1566.67-25.00.29123.08-9.387.8114.1812.730.17-11.32-19.574.2017.98-44.593.9014.71-49.090.3337.5-37.740.330.43-43.44.250.47-55.453.9014.71-49.09-10.4369.88533.34
21Q1 (5)1840.00.00.13116.67333.330.091000.01000.00.13-79.37333.336.84-35.0424.3634.0237.34-6.153.5617700.01994.123.40250.52257.890.2402300.00.23130.0360.04.23291.67202.143.40250.52257.89--0.00
20Q4 (4)1840.00.00.06-76.920.0-0.01-104.170.00.6310.530.010.5345.040.024.77-32.060.00.02-99.760.00.97-85.050.00-100.00.00.1-78.720.01.08-86.860.00.97-85.050.0--0.00
20Q3 (3)1840.550.00.26-10.340.00.2420.00.00.5778.120.07.264.760.036.46-2.80.08.177.780.06.49-15.270.00.5911.320.00.47-11.320.08.22-13.840.06.49-15.270.0--0.00
20Q2 (2)183-0.540.00.29866.670.00.202100.00.00.32966.670.06.9326.00.037.513.480.07.584358.820.07.66706.320.00.535200.00.00.53960.00.09.54581.430.07.66706.320.0--0.00
20Q1 (1)1840.00.00.030.00.0-0.010.00.00.030.00.05.50.00.036.250.00.00.170.00.00.950.00.00.010.00.00.050.00.01.400.00.00.950.00.0--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)
2025/22.39-25.6945.645.614.4714.15N/A-
2025/13.21-62.39-1.233.21-1.2314.13N/A-
2024/128.55261.231.1748.7322.7214.982.33-
2024/112.37-41.89-35.4140.1921.0611.722.98-
2024/104.07-22.8548.1337.8228.0611.712.98-
2024/95.28123.9730.0733.7526.010.363.28-
2024/82.36-13.55-26.3628.4725.288.074.21-
2024/72.73-8.793.8126.1133.748.034.23-
2024/62.9929.339.7123.3938.48.233.24-
2024/52.31-21.12-12.1620.443.9115.51.72-
2024/42.93-71.4424.8518.0956.714.831.8本月累計營收較去年累計增加百分比56.7%,主係上個月大型專案驗收所致。
2024/310.26525.93293.2515.1664.8215.161.56本月營收較去年本月增加293.26%,本年累計營收較去年累計增加64.83%,主係本月大型專案驗收所致。
2024/21.64-49.61-58.174.89-25.6911.412.07本月較去年本月營收減少百分比58.17%,主係去年本月大型專案驗收所致。
2024/13.25-50.0522.063.2522.0613.431.76-
2023/126.5277.8534.6339.714.8112.931.74-
2023/113.6633.25-0.933.20.4410.472.15-
2023/102.75-32.250.629.530.6110.012.24-
2023/94.0626.7974.4826.780.629.892.29本月較去年本月營收增加百分比74.48%,主係本月專案驗收所致。
2023/83.221.8624.6722.72-6.458.552.65-
2023/72.63-3.63.1819.52-10.127.982.84-
2023/62.723.54-42.5816.9-11.897.72.9-
2023/52.6312.11-25.5314.17-1.87.592.94-
2023/42.35-10.06-2.0911.545.888.882.52-
2023/32.61-33.42-21.549.198.139.192.28-
2023/23.9247.0362.246.5927.2111.421.84本月合併營收較去年同期增加62.25%,主係:大型專案驗收所致
2023/12.67-44.91-3.432.67-3.4311.21.87-
2022/124.8430.9-30.0637.898.5311.271.68-
2022/113.735.2811.733.0518.088.762.16-
2022/102.7317.48-5.8129.3518.937.632.48-
2022/92.33-9.3912.2226.6222.237.442.71-
2022/82.570.8516.824.2923.299.862.04-
2022/72.55-46.36-10.9221.7224.110.821.86-
2022/64.7534.2976.5519.1830.9310.681.58本月合併營收較去年同期增加76.56%,主係:大型專案驗收所致。
2022/53.5347.447.2914.4320.689.261.82-
2022/42.4-27.93-11.9610.914.08.142.07-
2022/33.3337.6977.118.524.358.51.9本月營業收入淨額較去年同期增加77.12%,主係:ATM銷售增加所致。
2022/22.42-12.4835.895.184.3712.11.33-
2022/12.76-60.1-13.232.76-13.2312.991.24-
2021/126.92109.089.9634.9115.513.131.16-
2021/113.3114.0673.1227.9916.968.281.84本月營收較去年本月營收增加73.13%,主係:大型專案認列收入所致。
2021/102.939.9824.8324.6812.087.172.13-
2021/92.07-5.7-15.0421.7810.587.132.62-
2021/82.2-23.08-12.1519.714.27.742.41-
2021/72.866.3123.2817.5118.677.942.35-
2021/62.6912.03-26.814.6517.817.812.33-
2021/52.4-11.8948.2511.9636.527.02.6-
2021/42.7244.9965.619.5633.866.382.86本月營收較去年本月增加65.61%,主係:大型專案認列收入所致
2021/31.885.64-35.486.8424.366.842.56-
2021/21.78-44.1262.794.9691.7311.251.56本月營收較去年增加62.79%,本年累計營收較去年累計增加91.73%,主係:大型專案驗收所致。
2021/13.18-49.43112.873.18112.8711.391.54本月及本年營收增加112.88%,主係:大型專案驗收所致。
2020/126.29229.15-20.3730.22-0.5810.531.23-
2020/111.91-17.74-1.5923.936.366.681.94-
2020/102.32-4.732.2922.027.127.271.78-
2020/92.44-2.4977.5519.697.727.262.26本月營收較去年同期增加77.56%,主係:大型專案驗收所致
2020/82.57.9410.5417.252.048.491.93-
2020/72.32-36.88-12.6114.750.737.612.16-
2020/63.67126.9231.3812.433.686.932.32-
2020/51.62-1.589.648.76-4.736.172.61-
2020/41.64-43.51-6.997.14-7.480.0N/A-
2020/32.91166.5730.45.5-7.630.0N/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
2024 (10)1976.491.34-0.741.13-8.8748.7322.7129.60-16.036.02-22.125.82-8.22.93-4.563.5312.062.8211.9
2023 (9)1850.541.3529.811.2431.9139.714.835.257.057.7320.786.3425.053.0726.863.1527.022.5231.25
2022 (8)1840.01.0428.40.9456.6737.898.5432.937.476.4047.135.0718.462.4259.212.4835.521.9228.86
2021 (7)1840.00.8128.570.6039.5334.9115.5230.64-5.984.3516.314.2811.751.5234.511.8326.211.4928.45
2020 (6)1840.00.630.00.4372.030.22-0.5932.597.173.74106.633.830.261.13105.451.4517.891.160.0
2019 (5)1840.00.630.00.25-46.8130.4-9.3630.418.761.81-37.83.8210.720.55-43.31.232.51.160.0
2018 (4)1840.00.6361.540.4751.6133.541.7327.969.732.9124.893.4554.020.9725.971.236.361.1661.11
2017 (3)1840.00.3944.440.31138.4632.9722.2525.48-7.082.33108.042.2422.40.77156.670.8860.00.7244.0
2016 (2)1840.00.2750.00.1330.026.9719.1827.42-9.831.128.741.8326.210.330.430.5552.780.551.52
2015 (1)184-1.60.1850.00.10022.6317.4430.4101.0301.4500.2300.3624.140.3350.0

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