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)53-3.64-3.640.06-64.71-79.31-0.040-117.392.152.87321.570.75-8.54-22.6828.4634.56-31.39-4.23-241.13-128.074.24-62.74-74.16-0.03-200.0-120.00.03-66.67-81.252.15-77.08-88.634.24-62.74-74.1638.91-77.9350.00
24Q2 (19)550.00.00.17-91.15142.860.00100.0100.02.098.85850.00.8286.360.021.15288.7965.62-1.2496.9191.0811.38-95.22131.77-0.0194.4490.910.09-91.51125.09.38-96.36793.3311.38-95.22131.7720.68127.6827.94
24Q1 (18)550.00.01.92346.511180.0-0.49-44.1201.92104.261180.00.44-45.0-48.845.44-63.04-81.08-40.08-120.7-794.63237.94691.292469.55-0.18-28.57-460.01.06341.671225.0257.55637.971668.89237.94691.292469.55-31.27197.39-145.97
23Q4 (17)550.0-3.510.4348.28-33.85-0.34-247.83-200.00.9484.31-55.450.8-17.53-39.3914.72-64.51-52.94-18.16-220.5-210.9330.0783.247.24-0.14-193.33-163.640.2450.0-35.1434.9084.5613.9830.0783.247.240.38181.292.75
23Q3 (16)550.0-3.510.29314.29-36.960.23253.33-8.00.51131.82-64.580.9718.29-21.1441.48224.8233.4615.07208.4221.2416.41234.22-22.850.15236.360.00.16300.0-38.4618.911700.95-19.2216.41234.22-22.856.82130.48126.67
23Q2 (15)550.0-3.510.07-53.33-69.57-0.150-141.670.2246.67-77.780.82-4.65-33.8712.77-55.6-63.86-13.90-340.9-173.514.91-46.98-53.37-0.11-320.0-147.830.04-50.0-69.231.05-92.79-92.714.91-46.98-53.37-19.75-65.12-50.00
23Q1 (14)55-3.51-3.510.15-76.92-80.260.00-100.0-100.00.15-92.89-80.260.86-34.85-43.4228.76-8.06-34.075.77-64.75-78.839.26-66.98-67.230.05-77.27-88.10.08-78.38-81.414.56-52.45-56.169.26-66.98-67.23-13.77-17.81-32.00
22Q4 (13)570.00.00.6541.3-7.140.3436.0-38.182.1146.53-3.651.327.32-7.6931.280.64-7.9216.3731.7-0.1828.0431.830.790.2246.67-4.350.3742.31-7.530.6230.827.0528.0431.830.793.2570.652.72
22Q3 (12)570.00.00.46100.0-42.50.25-30.56-72.531.4445.45-3.361.23-0.81-23.1231.08-12.03-34.112.43-34.27-62.2921.27101.99-25.320.15-34.78-71.70.26100.0-43.4823.4162.57-25.7321.27101.99-25.32-9.6215.13-37.16
22Q2 (11)570.00.00.23-69.74-53.060.36-43.75-10.00.9930.2643.481.24-18.42-6.0635.33-19.01-1.5318.91-30.633.010.53-62.74-50.310.23-45.24-4.170.13-69.77-53.5714.40-56.64-38.4110.53-62.74-50.31-6.07-30.58-13.70
22Q1 (10)570.00.00.768.57280.00.6416.36392.310.76-65.3280.01.526.2967.0343.6228.4137.0827.2666.22151.7128.261.58125.90.4282.61320.00.437.5290.9133.2137.8117.228.261.58125.9-2.16-1.96-11.60
21Q4 (9)570.00.00.70-12.542.860.55-39.5644.742.1946.98119.01.43-10.62-6.5433.97-27.97-1.2816.40-50.240.6827.82-2.3252.350.23-56.6-8.00.4-13.0442.8624.10-23.5412.8327.82-2.3252.355.3025.3943.97
21Q3 (8)570.00.00.8063.27166.670.91127.5295.651.49115.94192.161.621.2137.9347.1631.4459.5932.9679.52235.6428.4834.492.430.53120.83381.820.4664.29170.5931.5234.82121.0428.4834.492.4333.13104.14167.59
21Q2 (7)570.01.790.49145.032.430.40207.6960.00.69245.0228.571.3245.0536.0835.8812.7644.5618.3669.53412.8521.1969.38-1.850.24140.0700.00.28154.5533.3323.3852.91101.221.1969.38-1.852.2642.9170.95
21Q1 (6)570.00.00.20-59.18225.00.13-65.79316.670.20-80.0225.00.91-40.528.3331.82-7.53144.2110.83-33.52199.8212.51-31.49214.770.1-60.0211.110.11-60.71222.2215.29-28.42187.4212.51-31.49214.77-4.312.07-0.29
20Q4 (5)570.0-6.560.4963.33388.240.3865.22522.221.0096.08338.11.5331.998.734.4116.4575.8316.2965.89366.1818.2623.38235.660.25127.27600.00.2864.71380.021.3649.79274.3718.2623.38235.66--0.00
20Q3 (4)571.790.00.30-18.920.00.23-8.00.00.51142.860.01.1619.590.029.5519.060.09.82174.30.014.80-31.450.00.11266.670.00.17-19.050.014.2622.720.014.80-31.450.0--0.00
20Q2 (3)56-1.750.00.37331.250.00.25516.670.00.21231.250.00.9715.480.024.8290.480.03.58133.00.021.59298.070.00.03133.330.00.21333.330.011.62166.440.021.59298.070.0--0.00
20Q1 (2)57-6.560.0-0.165.880.0-0.0633.330.0-0.1661.90.00.849.090.013.03-33.420.0-10.85-77.290.0-10.9019.020.0-0.09-80.00.0-0.0910.00.0-17.49-42.780.0-10.9019.020.0--0.00
19Q4 (1)610.00.0-0.170.00.0-0.090.00.0-0.420.00.00.770.00.019.570.00.0-6.120.00.0-13.460.00.0-0.050.00.0-0.10.00.0-12.250.00.0-13.460.00.0--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)
2024/110.214.68-15.192.43-24.180.67N/A-
2024/100.2-18.37-29.982.21-24.950.74N/A-
2024/90.25-11.69-17.372.01-24.390.751.02-
2024/80.2833.8-19.11.76-25.290.790.97-
2024/70.21-26.78-31.541.47-26.320.80.95-
2024/60.29-2.337.931.26-25.320.820.92-
2024/50.328.812.650.97-31.620.71.08-
2024/40.2336.97-13.390.67-40.360.531.43-
2024/30.1733.04-39.560.44-48.610.441.83-
2024/20.13-15.04-58.930.28-52.920.531.54市場需求減少
2024/10.15-40.5-46.190.15-46.190.651.24-
2023/120.25-1.0-50.043.45-35.10.80.88主要係客戶於去年集中驗收所致
2023/110.25-13.57-53.83.2-33.540.850.82主要係客戶於去年集中驗收所致
2023/100.29-3.678.552.95-30.930.950.74-
2023/90.3-13.55-15.42.65-33.590.970.88-
2023/80.3513.22-17.762.35-35.380.930.91-
2023/70.3115.45-30.742.0-37.740.870.98-
2023/60.27-7.11-37.911.69-39.010.821.16-
2023/50.298.68-37.431.42-39.190.831.15-
2023/40.27-4.42-22.631.13-39.650.851.13-
2023/30.28-9.59-52.860.86-43.370.861.33本月營收及累計營收較去年衰退,主要是去年認列太陽能發電收入
2023/20.3111.31-40.970.59-37.461.091.06-
2023/10.28-44.76-33.140.28-33.141.330.87-
2022/120.5-8.450.225.321.171.320.87-
2022/110.55103.0911.224.821.261.180.98-
2022/100.27-24.93-38.64.270.11.061.09-
2022/90.36-15.96-46.874.04.541.231.2-
2022/80.43-4.64-14.213.6415.661.311.13-
2022/70.453.495.193.2121.31.341.1-
2022/60.43-6.38-15.02.7724.61.241.27-
2022/50.4634.3922.462.3436.451.41.12-
2022/40.34-41.77-19.581.8740.441.461.08-
2022/30.5913.2181.051.5368.521.531.07本月營收及累計營收較去年成長,主要是訂單遞延及認列太陽能發電收入。
2022/20.5226.08251.320.9461.611.441.14去年因疫情影響基期低。本月認列太陽能發電收入。
2022/10.41-17.18-3.830.41-3.831.411.16-
2021/120.51.58-24.625.2516.691.431.15-
2021/110.4912.19.274.7623.751.611.03-
2021/100.44-35.043.884.2625.651.611.02-
2021/90.6835.6957.283.8228.761.61.1本月較去年同期增加57%主要係認列太陽能補貼收入
2021/80.516.9234.823.1523.831.431.23-
2021/70.43-16.3718.522.6521.951.311.34-
2021/60.5134.8848.732.2222.641.311.38-
2021/50.38-11.7520.031.7116.531.131.61-
2021/40.4331.0938.191.3315.640.92.02-
2021/30.33119.69-13.020.917.30.911.66-
2021/20.15-65.48-43.90.5823.711.241.21-
2021/10.43-35.08111.670.43111.671.540.97本月較去年同期增加原因是訂單回穩
2020/120.6647.2675.284.536.531.540.72客戶需求增加。
2020/110.456.57144.753.8431.711.30.85客戶需求增加。
2020/100.42-1.64106.063.3924.051.220.91本月營收較去年同期增加106.06%,原因是客戶需求增加。
2020/90.4316.31136.792.9717.311.161.2主要係客戶需求增加。
2020/80.372.7840.852.548.01.071.3-
2020/70.364.9416.782.173.931.021.37-
2020/60.348.8541.791.811.730.971.21-
2020/50.311.5914.161.47-4.561.01.17-
2020/40.31-17.494.091.15-8.720.951.23-
2020/30.3841.696.330.84-12.640.841.07-
2020/20.2630.21-22.930.47-23.60.851.06-
2020/10.2-46.24-24.410.2-24.410.0N/A-
2019/120.38105.63-6.83.3-30.220.0N/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)55-3.510.94-55.45-0.2603.45-35.0325.27-29.26-1.84015.02-33.07-0.0600.59-57.250.52-56.3
2022 (9)570.02.11-2.761.57-21.55.311.1435.72-6.2519.17-8.6322.44-5.441.02-7.271.386.151.19-4.8
2021 (8)570.02.17119.192.00153.165.2516.6738.1040.5920.98208.0823.7387.891.1254.841.3182.611.25119.3
2020 (7)57-6.560.9900.7904.536.3627.1021.916.81012.6300.3100.4600.570
2019 (6)61-3.17-0.420-0.4003.3-30.2322.23-26.02-5.540-7.720-0.180-0.220-0.250
2018 (5)630.0-0.700-0.5304.7313.4330.05-14.46-5.910-9.890-0.280-0.440-0.440
2017 (4)630.0-0.500-0.7904.17-40.6835.1346.68-11.340-9.260-0.470-0.370-0.320
2016 (3)633.280.41-93.57-1.6007.03-70.1723.95-20.8-7.2003.19-80.98-0.5100.61-89.450.26-93.42
2015 (2)6129.796.38-7.07.11-9.223.5720.0730.24-19.7923.76-15.816.77-22.725.61.085.782.123.95-7.28
2014 (1)4711.96.86547.177.833304.3519.63407.2437.70028.22021.7005.541746.675.66616.464.26610.0

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