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)2063.04.570.249.099.090.1820.020.00.7346.0-5.195.78-22.62-26.8416.3048.4555.538.8161.0665.918.8850.2562.940.5124.3921.430.516.2816.2811.0652.1362.418.8850.2562.94-7.80-6.174.12
24Q2 (19)2000.02.040.22-21.43-24.140.15-11.76-34.780.5078.57-9.097.477.02-20.8710.98-18.85-4.525.47-22.74-21.185.91-26.77-4.680.41-16.33-37.880.43-23.21-24.567.27-29.07-8.95.91-26.77-4.68-12.90-8.879.50
24Q1 (18)2001.522.040.283.77.690.1730.77-26.090.28-73.087.696.98-32.82-1.9713.5343.63-2.527.0838.01-17.298.0754.8911.460.49-7.55-19.670.563.79.810.2532.2614.658.0754.8911.46-0.6513.218.72
23Q4 (17)1970.00.00.2722.73-12.90.13-13.338.331.0435.06-0.9510.3931.5211.849.42-10.11-2.795.13-3.39-0.585.21-4.4-22.930.5326.1910.420.5425.58-12.97.7513.8-16.225.21-4.4-22.937.61-0.71-24.05
23Q3 (16)1970.510.00.22-24.14-18.520.15-34.78-21.050.7740.05.487.9-16.3121.9110.48-8.87-27.175.31-23.49-35.165.45-12.1-33.940.42-36.36-20.750.43-24.56-18.876.81-14.66-33.755.45-12.1-33.948.13-6.30-17.39
23Q2 (15)1960.0-1.010.2911.5431.820.230.035.290.55111.5419.579.4432.5842.8111.50-17.15-17.216.94-18.93-13.686.20-14.36-7.190.668.224.530.5711.7629.557.98-10.74-16.186.20-14.36-7.194.61-2.2945.84
23Q1 (14)196-0.51-1.010.26-16.138.330.2391.6715.00.26-75.248.337.12-23.36-0.2813.8843.247.68.5665.8915.367.247.17.580.6127.0815.090.51-17.746.258.94-3.356.37.247.17.5810.00-0.6627.41
22Q4 (13)1970.0-0.510.3114.81106.670.12-36.84180.01.0543.84101.929.2943.3622.729.69-32.66432.425.16-37.0308.066.76-18.0674.680.48-9.43352.630.6216.98113.799.25-10.0271.936.76-18.0674.6820.7018.77-12.54
22Q3 (12)197-0.51-0.510.2722.731250.00.1911.762000.00.7358.797.36.48-1.97-15.1814.393.6162.598.191.87624.788.2523.51618.750.530.0488.890.5320.451666.6710.287.98471.118.2523.51618.75-4.707.20-1.62
22Q2 (11)1980.00.00.22-8.3337.50.17-15.013.330.4691.6727.786.61-7.42-48.0313.897.67162.088.048.36240.686.68-0.74160.940.530.076.670.44-8.3341.949.5213.2300.06.68-0.74160.94-6.5525.84109.17
22Q1 (10)1980.00.00.2460.020.00.20233.3317.650.24-53.8520.07.14-5.68-13.0312.90608.7929.397.42399.1926.846.7373.936.510.53378.9510.420.4865.5220.08.4156.3227.236.7373.936.51-3.30355.00-583.34
21Q4 (9)1980.0-0.50.15650.025.0-0.15-1400.0-1600.00.5240.54-67.37.57-0.92-32.231.82-66.79-41.1-2.48-319.47-808.573.87706.2573.54-0.19-311.11-575.00.29866.6720.835.38198.89127.973.87706.2573.54-20.43281.25-753.34
21Q3 (8)1980.00.00.02-87.5-97.14-0.01-106.67-101.490.372.78-74.667.64-39.94-54.095.483.4-51.721.13-52.12-84.910.48-81.25-94.310.09-70.0-92.80.03-90.32-97.841.80-24.37-76.030.48-81.25-94.317.50-53.75-59.22
21Q2 (7)1980.0-0.50.16-20.0-80.950.15-11.76-81.480.3680.0-53.2512.7254.93-31.615.30-46.84-59.482.36-59.66-74.652.56-48.07-72.170.3-37.5-82.660.31-22.5-81.442.38-63.99-74.492.56-48.07-72.1714.2123.34794.12
21Q1 (6)198-0.5-1.490.2066.67385.710.171600.0383.330.20-87.42385.718.21-26.542.539.97222.65206.775.851571.43319.14.93121.08303.720.481100.0420.00.466.67385.716.61180.08330.314.93121.08303.72-29.68-8.09750.75
20Q4 (5)1990.51-1.00.12-82.86-89.570.01-98.51-99.041.598.982.7611.17-32.87-76.113.09-72.78-58.910.35-95.33-94.532.23-73.55-54.950.04-96.8-98.660.24-82.73-89.572.36-68.58-65.042.23-73.55-54.95--0.00
20Q3 (4)198-0.50.00.70-16.670.00.67-17.280.01.4689.610.016.64-10.540.011.35-13.230.07.49-19.550.08.43-8.370.01.25-27.750.01.39-16.770.07.51-19.510.08.43-8.370.0--0.00
20Q2 (3)199-1.00.00.841300.00.00.811450.00.00.771200.00.018.6222.920.013.08302.460.09.31448.690.09.20480.170.01.731253.330.01.671292.860.09.33425.090.09.20480.170.0--0.00
20Q1 (2)2010.00.0-0.07-106.090.0-0.06-105.770.0-0.07-108.050.05.76-87.680.03.25-56.780.0-2.67-141.720.0-2.42-148.890.0-0.15-105.020.0-0.14-106.090.0-2.87-142.520.0-2.42-148.890.0--0.00
19Q4 (1)2010.00.01.150.00.01.040.00.00.870.00.046.760.00.07.520.00.06.400.00.04.950.00.02.990.00.02.30.00.06.750.00.04.950.00.0--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)
2024/101.6-16.04-13.6721.83-17.025.47N/A-
2024/91.91-2.33-30.5120.23-17.275.789.74-
2024/81.961.97-34.1518.32-15.596.149.18-
2024/71.92-15.29-11.9416.36-12.656.468.72-
2024/62.26-0.81-41.6514.45-12.747.477.26-
2024/52.28-21.95-12.412.18-3.97.886.88-
2024/42.929.26-1.049.9-1.77.377.36-
2024/32.6851.32-14.246.98-1.976.988.56-
2024/21.77-30.14-5.244.37.610.685.59-
2024/12.53-60.2918.852.5318.8511.065.4-
2023/126.38196.03118.3334.8418.0310.394.95本期主係機電.營造工程較去年同期增加
2023/112.1515.98-23.028.467.026.767.6-
2023/101.86-32.42-47.9526.3110.557.576.79-
2023/92.75-7.44-5.2324.4520.877.896.45-
2023/82.9736.3855.9321.725.249.035.64主係本期營造工程收入較去年同期增加
2023/72.18-43.8729.9918.7321.458.665.88-
2023/63.8848.9121.1616.5620.419.444.51-
2023/52.61-11.8447.4512.6820.188.684.91-
2023/42.96-5.379.5810.0714.697.945.37主係本期營造工程收入較去年同期增加
2023/33.1267.236.187.12-0.267.127.22-
2023/21.87-12.3714.574.0-17.56.927.43-
2023/12.13-27.06-33.752.13-33.757.856.55-
2022/122.924.39-1.7829.52-18.349.294.68-
2022/112.8-21.598.9326.6-19.829.274.69-
2022/103.5723.0476.0523.8-22.248.375.19本期主係營造工程較去年同期增加
2022/92.952.367.9320.23-29.216.488.17本期主係機電.營造工程較去年同期增加
2022/81.913.69-43.9417.33-35.466.787.81-
2022/71.67-47.69-33.5215.43-34.236.647.97-
2022/63.281.23-53.8113.75-34.316.617.21主係本期機電及營造工程收入較去年同期減少
2022/51.777.36-34.0510.55-24.665.78.36-
2022/41.65-28.19-47.138.78-22.445.578.57-
2022/32.2940.67-25.537.14-13.087.146.15-
2022/21.63-49.33-46.684.84-5.617.825.61-
2022/13.228.1254.793.2254.798.765.01主係本期營造工程收入較去年同期增加
2021/122.9715.79-18.6436.15-30.727.575.21-
2021/112.5726.7-6.533.17-31.626.326.24-
2021/102.0317.37-57.4930.61-33.137.155.52主係109年10月認列營建收入,本期無此情形
2021/91.73-49.16-61.3328.58-30.37.645.72主係109年9月認列營建收入,本期無此情形
2021/83.434.81-42.9626.85-26.5112.853.4-
2021/72.52-63.65-59.523.45-23.312.133.61主係本期營建收入較去年減少
2021/66.93158.77-11.2220.94-14.0612.723.24-
2021/52.68-13.92-56.3314.0-15.398.874.65主係本期營建收入較去年減少
2021/43.111.14-33.1211.328.729.254.46-
2021/33.080.7224.778.2142.548.214.83-
2021/23.0647.0992.165.1355.848.794.52本期主係營造工程收入較去年同期增加
2021/12.08-43.1721.942.0821.948.484.68-
2020/123.6633.07-48.8452.18-7.2211.173.51-
2020/112.75-42.39-92.8648.52-1.1611.983.27主係108年11月出售板橋土地,本期無此情形
2020/104.776.76323.0545.77331.5715.192.58本期主係機電.營造工程及營建收入較去年同期增加
2020/94.47-25.0252.5541.0332.5916.642.02本期主係儀電.營造工程及營建收入較去年同期增加
2020/85.96-4.29243.5236.54344.9419.991.69本期主係機電工程及營建收入較去年同期增加
2020/76.22-20.32665.8530.58372.0720.171.67本期主係機電.營造工程及營建收入較去年同期增加
2020/67.8127.26761.8324.36329.9518.60.79本期主係機電.營造工程及營建收入較去年同期增加
2020/56.1431.841121.6916.55247.7213.261.11本期主係機電.營造工程及營建收入較去年同期增加
2020/44.6588.7441.7310.41144.618.711.69本期主係機電.營造工程及營建收入較去年同期增加
2020/32.4755.1162.595.7669.495.767.78本期主係機電工程及營造工程收入較去年同期增加
2020/21.59-6.6528.263.2975.0610.444.29主係本期營造工程收入較去年同期增加
2020/11.7-76.16165.491.7165.4947.340.95主係本期機電工程及營造工程收入較去年同期增加
2019/127.15-81.43720.1556.24425.230.0N/A主係本期機電及營造工程收入較去年同期增加
2019/1138.493314.2912631.349.09399.10.0N/A主係本期出售土地、機電及營造工程收入較去年同期增加
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)1970.01.03-0.960.7410.4534.8418.0211.13-10.536.36-9.275.95-15.722.227.252.73-1.092.05-0.97
2022 (9)197-0.511.04103.920.67318.7529.52-18.3412.44119.47.01272.877.06140.962.07204.412.7698.562.07100.97
2021 (8)198-0.50.51-67.520.16-88.8136.15-30.725.67-39.031.88-65.762.93-52.590.68-76.221.39-54.871.03-67.41
2020 (7)199-1.01.5780.461.4372.2952.18-7.229.3034.015.4928.876.1896.192.8619.173.0826.233.1680.57
2019 (6)2010.00.8700.83056.24425.126.9404.2603.1502.402.4401.750
2018 (5)2010.0-0.680-0.66010.71-72.55-6.110-19.090-12.620-2.040-2.040-1.360
2017 (4)2010.00.99350.01.15400.039.0135.0811.3697.916.88341.035.35192.352.68495.562.33468.292.01356.82
2016 (3)201-1.950.22-68.570.23-68.0628.8814.885.74-52.171.56-73.241.83-66.610.45-69.390.41-71.130.44-69.23
2015 (2)2054.060.70-25.530.72-21.7425.14-31.9112.000.845.83-7.615.4812.991.47-36.911.42-37.991.43-23.12
2014 (1)19710.060.94-86.470.92-84.7736.92-54.8411.9006.3104.8502.33-82.022.29-82.441.86-85.16

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