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)34310.6510.651.50-10.18-22.281.7346.6139.524.9345.016.8236.6825.4918.8634.95-4.9-0.7718.746.95.113.96-21.4-28.06.8734.1824.915.14-0.58-14.0516.58-22.49-29.0513.96-21.4-28.015.81-6.8330.04
24Q2 (19)3100.00.01.67-3.4722.791.1813.4643.93.4096.5349.1229.236.1420.4936.751.247.1417.533.6719.7417.76-8.972.425.129.8744.235.17-3.7222.821.39-8.984.5517.76-8.972.42-1.6413.79-9.72
24Q1 (18)3100.00.01.7331.0686.021.04-32.926.831.73-68.7286.0227.54-9.4119.8436.30-3.845.1616.91-16.8212.5119.5145.3856.334.66-24.635.075.3731.6287.1123.5044.4453.819.5145.3856.33-5.45-0.28-3.95
23Q4 (17)3100.00.01.32-31.61-7.691.5525.0-8.825.5331.04-38.9630.4-1.491.137.757.18-0.8920.3314.02-1.8813.42-30.79-8.836.1812.36-0.84.08-31.77-7.916.27-30.381.1813.42-30.79-8.8312.865.1538.11
23Q3 (16)3100.00.01.9341.91-29.821.2451.22-18.954.2285.09-44.6930.8627.21-10.0835.222.68-7.3417.8321.79-15.0119.3911.82-21.945.554.93-23.615.9842.04-29.8123.3714.22-23.4319.3911.82-21.9416.3944.0825.61
23Q2 (15)3100.00.01.3646.24-49.820.820.0-53.932.28145.16-53.2824.265.57-30.9634.30-0.64-12.7914.64-2.59-35.7617.3438.94-27.483.552.9-55.684.2146.69-49.8820.4633.9-30.2717.3438.94-27.48-9.005.64-25.88
23Q1 (14)3100.00.00.93-34.97-56.940.82-51.76-46.410.93-89.74-56.9422.98-23.58-28.5734.52-9.37-7.415.03-27.46-27.5712.48-15.22-40.123.45-44.62-48.282.87-35.21-57.1615.28-4.98-39.4412.48-15.22-40.12-17.98-41.48-20.32
22Q4 (13)3100.00.01.43-48.0-35.591.7011.11-5.569.0618.74-9.9430.07-12.38-13.8438.090.214.320.72-1.240.8314.72-40.74-25.176.23-13.47-13.114.43-48.0-35.4216.08-47.31-28.4714.72-40.74-25.17-7.36-23.26-1.46
22Q3 (12)3100.00.02.751.48-3.171.53-14.04-34.337.6356.35-2.834.32-2.33-16.3538.01-3.36-0.6520.98-7.94-14.4724.843.8916.027.2-10.11-28.58.521.43-2.9630.524.0215.4724.843.8916.023.4513.471.15
22Q2 (11)3100.00.02.7125.46-8.751.7816.34-31.014.88125.93-2.5935.149.23-19.0539.335.57.6422.799.83-4.8423.9114.7312.788.0120.09-22.988.425.37-8.729.3416.2918.5523.9114.7312.780.7111.380.67
22Q1 (10)3100.00.02.16-2.75.881.53-15.0-11.052.16-78.535.8832.17-7.82-2.8437.282.083.1320.750.97-3.420.845.959.176.67-6.97-6.196.7-2.336.0125.2312.2310.8520.845.959.17-11.38-12.26-18.88
21Q4 (9)3100.00.02.22-21.8379.031.80-22.7562.1610.0628.15118.2234.9-14.947.9536.52-4.5521.0520.55-16.2337.6419.67-8.1365.297.17-28.848.456.86-21.8778.1822.48-14.9549.4719.67-8.1365.29-10.21-13.10-16.22
21Q3 (8)3100.00.02.84-4.38110.372.33-9.6995.87.8556.69132.9441.03-5.4830.6738.264.7124.9124.532.4253.3121.410.9960.6210.07-3.17100.68.78-4.57109.5526.436.7962.0521.410.9960.6212.8120.6120.16
21Q2 (7)3100.00.02.9745.59149.582.5850.0183.525.01145.59148.0243.4131.1171.9936.541.0822.1723.9511.569.521.2011.0545.0110.446.27191.329.245.57149.3224.758.7451.5621.2011.0545.0116.7655.0552.48
21Q1 (6)3100.00.02.0464.52145.781.7254.95149.282.04-55.75145.7833.112.4153.9336.1519.8221.3921.4843.8767.2919.0960.4259.887.1147.2157.616.3264.16145.9122.7651.3364.3319.0960.4259.882.6928.1824.12
20Q4 (5)3100.00.01.24-8.1572.221.11-6.72101.824.6136.8112.4432.332.9632.8330.17-1.519.5314.93-6.6964.7911.90-10.7329.914.83-3.78119.553.85-8.1172.6515.04-7.7943.9211.90-10.7329.91--0.00
20Q3 (4)3100.00.01.3513.450.01.1930.770.03.3766.830.031.424.410.030.632.410.016.0013.230.013.33-8.820.05.0240.620.04.1913.550.016.31-0.120.013.33-8.820.0--0.00
20Q2 (3)3100.00.01.1943.370.00.9131.880.02.02143.370.025.2417.340.029.910.440.014.1310.050.014.6222.450.03.5729.350.03.6943.580.016.3317.910.014.6222.450.0--0.00
20Q1 (2)3100.00.00.8315.280.00.6925.450.00.83-61.750.021.51-11.630.029.7817.990.012.8441.720.011.9430.350.02.7625.450.02.5715.250.013.8532.540.011.9430.350.0--0.00
19Q4 (1)3100.00.00.720.00.00.550.00.02.170.00.024.340.00.025.240.00.09.060.00.09.160.00.02.20.00.02.230.00.010.450.00.09.160.00.0--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)
2024/1011.64-10.426.8105.0918.0136.69N/A0.746.25-
2024/913.07.8716.9493.4519.5836.680.760.585.51-
2024/812.053.5616.1580.4520.0133.180.840.484.93-
2024/711.6322.4623.5668.420.7230.920.90.734.44-
2024/69.5-2.8615.0656.7620.1529.230.970.63.71-
2024/59.78-1.6720.9647.2621.2329.250.970.593.11-
2024/49.954.4425.637.4821.327.51.030.632.52-
2024/39.5218.5626.1527.5419.8227.540.970.711.89-
2024/28.03-19.5-1.0918.0116.7327.110.980.471.18-
2024/19.989.6436.539.9836.5329.440.90.710.71-
2023/129.1-12.11-6.18108.5-17.6130.360.810.296.06-
2023/1110.36-4.998.8299.4-18.5132.370.760.55.77-
2023/1010.9-1.920.4189.05-20.8332.390.760.675.27-
2023/911.127.15-3.178.14-23.130.90.770.834.61-
2023/810.3710.17-6.1367.03-25.6428.050.850.723.78-
2023/79.4214.03-20.1756.66-28.3725.760.920.583.06-
2023/68.262.11-30.647.24-29.8124.261.040.542.48-
2023/58.092.09-31.1138.98-29.6423.551.070.471.94-
2023/47.924.89-31.1730.9-29.2423.591.070.431.47-
2023/37.55-7.03-33.7222.98-28.5522.981.180.441.04-
2023/28.1211.11-13.8915.43-25.7225.131.080.40.6-
2023/17.31-24.66-35.567.31-35.5626.531.020.20.2-
2022/129.71.94-14.75131.7-13.6130.070.90.299.91-
2022/119.52-12.33-12.13122.0-13.5131.840.850.329.62-
2022/1010.86-5.36-14.43112.48-13.6333.380.810.859.29-
2022/911.473.8-20.47101.62-13.5434.320.891.298.44-
2022/811.05-6.3-18.0590.15-12.5734.740.880.887.15-
2022/711.79-0.86-10.0979.1-11.7535.430.860.936.27-
2022/611.91.36-9.5667.31-12.0335.140.851.165.34-
2022/511.742.0-18.155.41-12.5534.630.870.854.18-
2022/411.511.01-27.7443.67-10.9332.330.930.983.33-
2022/311.3920.760.0432.17-2.8432.170.860.972.35-
2022/29.43-16.85-2.7120.78-4.3532.160.860.61.37-
2022/111.34-0.32-5.6711.34-5.6733.560.820.770.77-
2021/1211.385.075.9152.4537.9834.90.760.7510.78110年12月認列子公司重慶眾陽置業有限公司開發案收入約NTD 0.09億。
2021/1110.83-14.621.03141.0741.4337.940.70.6610.02110年11月認列子公司重慶眾陽置業有限公司開發案收入約NTD 0.2億。
2021/1012.69-12.0516.73130.2446.340.60.650.899.36110年10月認列子公司重慶眾陽置業有限公司開發案收入約NTD 0.23億。
2021/914.436.9622.51117.5550.4141.030.631.148.47與去年同期比較營收增加,主要係因客戶需求出貨增加及子公司重慶眾陽置業有限公司認列開發案收入約NTD 0.25億所致。
2021/813.492.834.15103.1255.3639.760.650.997.33與去年同期比較營收增加,主要係因客戶需求出貨增加及子公司重慶眾陽置業有限公司認列開發案收入約NTD 0.41億所致。
2021/713.12-0.2737.0789.6459.1540.610.641.036.34與去年同期比較營收增加,主要係因客戶需求出貨增加及子公司重慶眾陽置業有限公司認列開發案收入約NTD 0.63億所致。
2021/613.16-8.2161.3776.5263.6743.410.660.995.3與去年同期比較營收增加,主要係因客戶需求出貨增加及子公司重慶眾陽置業有限公司認列開發案收入約NTD 0.99億所致。
2021/514.33-9.9969.9563.3664.1541.640.681.074.32與去年同期比較營收增加,主要係因客戶需求出貨增加及子公司重慶眾陽置業有限公司認列開發案收入約NTD2.98億所致。
2021/415.9239.8583.9949.0362.5337.010.771.13.25本月與去年同期比較營收增加,主要係因客戶需求出貨增加及子公司重慶眾陽置業有限公司認列開發案收入約NTD4.01億所致。
2021/311.3917.4338.4833.1153.933.110.920.812.15因客戶訂單需求及出貨量增加所致。
2021/29.7-19.3843.4921.7263.4332.470.940.581.34因客戶訂單需求出貨量增加所致。
2021/112.0311.984.0512.0384.0533.490.910.770.77因客戶訂單需求增加且產能擴充、稼動率提升所致。
2020/1210.750.2433.11110.4831.0432.330.870.54.91-
2020/1110.72-1.3630.3699.7430.8233.360.840.484.41-
2020/1010.87-7.735.0389.0230.8832.70.860.473.93-
2020/911.7717.1239.3678.1530.3231.40.880.533.46-
2020/810.055.0321.0166.3728.8427.780.990.492.93-
2020/79.5717.427.1556.3230.3426.161.050.462.44-
2020/68.15-3.3218.3646.7531.0225.241.020.321.97-
2020/58.43-2.5629.7738.634.0425.311.020.41.65-
2020/48.655.2642.6330.1735.2923.631.090.371.25-
2020/38.2221.6840.8421.5132.5421.511.120.390.88-
2020/26.763.457.6313.2927.8821.361.120.270.49去年係因市場需求下降及上班天數減少所致,本年度因客戶訂單增加,故營收較去年同期成長達57.64%
2020/16.53-19.067.06.537.022.831.050.220.22-
2019/128.07-1.8220.6584.313.360.0N/A0.212.23-
2019/118.222.1712.5676.241.820.0N/A0.282.03-
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)3100.05.33-38.594.43-32.26108.5-17.6235.57-6.8817.23-19.315.79-25.8718.69-33.5120.63-38.8417.14-38.92
2022 (9)3100.08.68-12.416.54-22.51131.7-13.6138.203.4921.35-6.3221.304.1628.11-19.1133.73-8.7628.06-9.98
2021 (8)3100.09.91116.388.44116.41152.4537.9936.9122.3422.7955.6720.4558.0434.75114.7736.97116.3331.17118.12
2020 (7)3100.04.58112.043.90148.41110.4831.0430.1726.7114.6495.212.9462.3616.18156.0117.09123.414.29112.65
2019 (6)3100.02.164.851.5721.7184.313.3723.816.257.5014.687.970.896.3218.577.654.376.724.35
2018 (5)3100.02.06-32.91.29-35.8281.56-7.1322.41-9.966.54-28.377.90-27.055.33-33.547.33-31.816.44-33.13
2017 (4)3100.03.07-4.952.01-26.3787.82-8.8724.89-6.089.13-21.0210.832.958.02-28.0110.75-9.829.63-5.22
2016 (3)3100.03.2312.942.7323.5396.374.026.509.8711.5617.9610.523.8511.1422.6911.929.5610.168.32
2015 (2)3100.02.86-5.922.21-11.2492.66-2.7324.12-1.439.80-7.0210.13-3.069.08-9.5610.88-5.069.38-5.73
2014 (1)3100.03.047.82.493.7595.260.2324.47010.54010.45010.045.5711.467.919.956.42

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