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)6013.2113.21-0.30-57.89-50.0-0.35-94.44-59.09-0.78-59.18-20.00.11-31.25-31.2553.62-21.29-17.92-210.07-173.07-135.16-185.57-172.02-149.02-0.22-69.23-57.14-0.18-80.0-63.64-185.57-172.02-149.02-185.57-172.02-149.0234.38-11.71-29.36
24Q2 (19)530.00.0-0.1934.4820.83-0.1835.7128.0-0.49-68.97-11.360.16100.00.068.1265.9814.28-76.9368.7312.93-68.2270.0111.64-0.1335.07.14-0.137.523.08-68.2270.0111.64-68.2270.0111.6417.39-5.266.99
24Q1 (18)530.00.0-0.29-45.0-45.0-0.28-21.74-21.74-0.2965.88-45.00.08-65.22-27.2741.04-39.32-23.16-245.99-446.77-65.65-227.44-644.0-95.66-0.2-81.82-25.0-0.16-45.45-45.45-227.44-644.0-95.66-227.44-644.0-95.66-10.73-22.50-13.14
23Q4 (17)530.00.0-0.200.047.37-0.23-4.5537.84-0.85-30.7715.840.2343.7564.2967.633.524.29-44.9949.6472.31-30.5758.9879.28-0.1121.4350.0-0.110.045.0-30.5758.9879.28-30.5758.9879.2821.888.343.73
23Q3 (16)530.00.0-0.2016.6725.93-0.2212.026.67-0.65-47.73-3.170.160.023.0865.339.617.27-89.33-1.1133.67-74.523.4830.0-0.140.022.22-0.1115.3821.43-74.523.4830.0-74.523.4830.022.73-1.661.65
23Q2 (15)530.00.0-0.24-20.0-9.09-0.25-8.7-13.64-0.44-120.0-22.220.1645.45-5.8859.6111.612.65-88.3540.51-16.04-77.2133.58-15.41-0.1412.5-7.69-0.13-18.18-18.18-77.2133.58-15.41-77.2133.58-15.4112.0113.6814.57
23Q1 (14)530.00.0-0.2047.37-33.33-0.2337.84-27.78-0.2080.2-33.330.11-21.43-35.2953.41-17.64-20.93-148.508.62-136.5-116.2421.2-142.12-0.1627.27-45.45-0.1145.0-37.5-116.2421.2-142.12-116.2421.2-142.12-6.873.317.26
22Q4 (13)530.00.0-0.38-40.74-216.67-0.37-23.33-146.67-1.01-60.32-110.420.147.69-48.1564.8516.41-13.12-162.50-20.67-384.35-147.52-38.57-551.02-0.22-22.22-144.44-0.2-42.86-233.33-147.52-38.57-551.02-147.52-38.57-551.02-7.92-31.73-29.84
22Q3 (12)530.00.0-0.27-22.730-0.30-36.36-328.57-0.63-75.0-75.00.13-23.53-51.8555.71-4.06-23.07-134.67-76.87-969.66-106.46-59.13-3024.73-0.18-38.46-500.0-0.14-27.270-106.46-59.13-3024.73-106.46-59.13-3024.73-11.77-34.70-29.29
22Q2 (11)530.00.0-0.22-46.67-37.5-0.22-22.22-46.67-0.36-140.00.00.170.0-15.058.07-14.03-14.92-76.14-21.26-53.08-66.90-39.35-57.78-0.13-18.18-30.0-0.11-37.5-37.5-66.90-39.35-57.78-66.90-39.35-57.78-18.52-35.84-21.11
22Q1 (10)530.00.0-0.15-25.028.57-0.18-20.010.0-0.1568.7528.570.17-37.0441.6767.55-9.59.04-62.79-87.1548.87-48.01-111.8757.77-0.11-22.2221.43-0.08-33.3327.27-48.01-111.8757.77-48.01-111.8757.77-18.52-12.50-67.15
21Q4 (9)530.00.0-0.120-50.0-0.15-114.29-25.0-0.48-33.3328.360.270.035.074.643.077.03-33.55-166.4828.17-22.66-722.5323.39-0.09-200.00.0-0.060-50.0-22.66-722.5323.39-22.66-722.5323.3917.5050.00-30.48
21Q3 (8)530.00.00.00100.0100.0-0.0753.3372.0-0.360.038.980.2735.092.8672.426.1117.74-12.5974.6988.843.64108.58104.84-0.0370.081.250100.0100.03.64108.58104.843.64108.58104.8450.8461.9139.16
21Q2 (7)530.00.0-0.1623.81-60.0-0.1525.00.0-0.36-71.4310.00.266.6711.1168.2510.17-1.03-49.7459.522.92-42.4062.7-1.92-0.128.5716.67-0.0827.27-60.0-42.4062.7-1.92-42.4062.7-1.9213.34-69.34-20.84
21Q1 (6)530.00.0-0.21-162.530.0-0.20-66.6725.93-0.2168.6630.00.12-40.09.0961.95-11.170.52-122.81-162.9225.88-113.68-284.3130.48-0.14-55.5626.32-0.11-175.031.25-113.68-284.3130.48-113.68-284.3130.481.43-52.30-7.34
20Q4 (5)530.00.0-0.0857.8976.47-0.1252.065.71-0.67-13.565.630.242.8642.8669.7413.3819.23-46.7158.5972.93-29.5860.6980.83-0.0943.7562.5-0.0460.077.78-29.5860.6980.83-29.5860.6980.83--0.00
20Q3 (4)530.00.0-0.19-90.00.0-0.25-66.670.0-0.59-47.50.00.14-22.220.061.51-10.80.0-112.79-74.790.0-75.24-80.870.0-0.16-33.330.0-0.1-100.00.0-75.24-80.870.0-75.24-80.870.0--0.00
20Q2 (3)530.00.0-0.1066.670.0-0.1544.440.0-0.40-33.330.00.1863.640.068.9611.890.0-64.5361.050.0-41.6074.560.0-0.1236.840.0-0.0568.750.0-41.6074.560.0-41.6074.560.0--0.00
20Q1 (2)530.00.0-0.3011.760.0-0.2722.860.0-0.3057.750.00.11-21.430.061.635.370.0-165.683.980.0-163.51-5.970.0-0.1920.830.0-0.1611.110.0-163.51-5.970.0-163.51-5.970.0--0.00
19Q4 (1)530.00.0-0.340.00.0-0.350.00.0-0.710.00.00.140.00.058.490.00.0-172.540.00.0-154.300.00.0-0.240.00.0-0.180.00.0-154.300.00.0-154.300.00.0--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)
2024/110.07102.9636.860.45-17.660.14N/A本月因杜拜訂單正式出貨,營收較去年同期增長36.86%。
2024/100.03-0.78-57.990.38-23.180.09N/A本期營收減少主要是去年基期較高所致。
2024/90.0336.17-50.070.35-16.430.112.57本月營收較同期減少主要是因為去年單月(安克呼止偵系統訂單出貨)營收基期 較高所致。
2024/80.03-44.75-32.30.32-9.810.132.06本期國外出貨較去年同期減少,業務持續推展中
2024/70.05-24.12-10.590.29-7.130.181.51-
2024/60.06-18.0630.250.24-6.460.161.77安克生醫國內外業務推廣有成,本月安克呼止偵出貨美國著名牙醫學院, 營收較去年同期成長逾30%。
2024/50.07143.2821.40.18-14.340.132.3本月安克呼止偵正式開始出貨韓國且國內甲狀偵健診推展順利,故營收較去年同期大幅成長21%
2024/40.0334.38-39.030.11-28.30.093.31安克呼止偵4月取得台北市自費醫令碼,國內業務積極推展中。
2024/30.02-35.63-51.120.08-23.250.083.34本月營收較去年同期減少係因出貨耽延所致。
2024/20.0348.813.020.06-1.680.161.68本月安克呼止偵(呼吸中止症檢測系統)業績增加,營收較去年同期成長13%。
2024/10.02-77.13-17.630.02-17.630.181.53-
2023/120.1102.94101.670.655.870.231.07本月安克呼止偵伴隨性治療及檢測儀器業績增加,故營收較去年同期大幅成長102%。
2023/110.05-37.74.980.55-2.730.21.25-
2023/100.0817.9108.00.5-3.450.191.34本月安克呼止偵持續出貨,業績大幅成長108%。
2023/90.0784.6653.710.42-12.530.161.72本月安克呼止偵出貨,業績大幅成長53.71%。
2023/80.04-27.03-15.510.35-19.360.132.01-
2023/70.0510.5416.660.31-19.80.161.71安克呼止偵國際合作推廣順利,營收較去年同期增加16.66%。
2023/60.05-23.63-24.180.26-24.410.161.6-
2023/50.0622.1626.750.22-24.460.161.6台灣市場安克甲狀偵推廣順利,本月營收較去年同期增加26.8%
2023/40.057.75-23.740.15-34.760.131.98-
2023/30.0548.83-22.110.11-38.910.112.28大陸營收較去年同期減少,目前與主要客戶洽談訂單中。
2023/20.038.43-40.810.06-47.650.112.18大陸營收較去年同期減少,目前與主要客戶洽談訂單中。
2023/10.03-44.0-53.480.03-53.480.131.88本期因農曆春節連續假期造成出貨減少。
2022/120.055.65-30.540.62-28.170.141.67-
2022/110.0523.42-12.380.57-27.950.131.74本期安克甲狀偵順利拓展新的醫院通路,營收較上個月成長。
2022/100.04-12.87-72.270.52-29.120.131.8去年同期有海外出貨基期營收較高;目前國際業務積極推展中。
2022/90.041.49-6.080.48-18.830.131.66
2022/80.040.75-67.290.43-19.950.151.48去年同期有大陸出貨營收較高;目前國際業務積極推展中。
2022/70.04-28.16-51.380.39-4.270.151.44去年同期系統產品出貨營收較高;目前新案進行中。
2022/60.0627.67-28.350.359.10.171.27安克 6月業務因疫情耽延,累計營收仍維持成長。
2022/50.05-26.5-17.910.2822.830.171.28安克5月業務受疫情耽延,累計營收仍較去年同期成長22.84%。
2022/40.0610.0514.720.2436.460.181.25安克國內外業務推展順利,當月營收較去年同期成長14.73%
2022/30.0613.0935.810.1746.950.171.28安克國內外業務持續推廣有成,當月營收較去年同期成長35.81%。
2022/20.05-14.7835.250.1153.50.191.18安克國內外業務持續推廣有成,當月營收較去年同期成長35.25%。
2022/10.06-16.3873.440.0673.440.191.16安克國內外業務持續推廣有成,當月營收較去年同期成長73.44%。
2021/120.0733.27-29.750.8634.190.270.78安克110年業務於疫情期間持續推廣有成,全年營收較109年成長34.20%。
2021/110.05-60.9510.920.7846.640.240.86-
2021/100.14195.17202.730.7350.280.320.65大陸及國際業務持續擴展,營收大幅成長203%。
2021/90.05-64.6518.00.5934.160.270.77-
2021/80.1349.77111.810.5435.80.310.68大陸出貨及國際業務持續擴展,營收大幅成長112%。
2021/70.095.88121.720.4121.370.230.9國際業務拓展有成,營收明顯成長122%。
2021/60.0946.27107.510.327.550.21.15大陸及國際市場持續拓展,營收明顯成長108%。
2021/50.062.72-33.240.23-8.580.161.45-
2021/40.0630.288.570.174.280.141.66與科技大廠合作,進行員工睡眠呼吸中止症檢測,營收較去年同期成長。
2021/30.0412.63-22.290.122.330.121.96-
2021/20.049.2631.740.0725.790.181.29-
2021/10.04-66.1319.870.0419.870.191.22-
2020/120.1110.46100.570.64-23.950.21.05本月因大陸出貨,故營收較去年同期大幅成長。
2020/110.056.5611.460.54-32.150.141.54因中美洲出貨,故營收較去年同期成長。
2020/100.0515.063.930.49-34.750.151.4-
2020/90.04-36.56-14.50.44-37.220.141.52受Covid-19影響,大陸出貨耽延
2020/80.0656.784.60.4-38.870.151.52-
2020/70.04-0.9-25.80.34-43.340.171.3-
2020/60.04-52.94-74.680.29-45.130.181.17受新型冠狀病毒持續影響,致國際出貨延後。
2020/50.0967.0844.740.25-32.380.21.08本期大陸恢復出貨,故營收成長。
2020/40.05-6.76-23.30.17-47.10.141.53-
2020/30.0690.97-63.550.11-53.640.111.92受新型冠狀病毒影響,致大陸出貨延期。
2020/20.03-0.57-34.710.06-37.450.111.99受新型冠狀病毒影響,致大陸出貨延期。
2020/10.03-43.33-39.950.03-39.950.0N/A1月年假工作天數較少,且因武漢疫情致大陸出貨延期。
2019/120.0516.9522.290.8416.260.0N/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)530.0-0.850-0.9300.654.8462.871.85-82.730-66.120-0.540-0.430-0.450
2022 (9)530.0-1.010-1.0500.62-27.9161.73-12.7-104.330-88.180-0.640-0.540-0.530
2021 (8)530.0-0.480-0.6000.8634.3870.716.8-42.860-31.340-0.370-0.270-0.260
2020 (7)530.0-0.670-0.8000.64-23.8166.21-10.45-87.990-67.290-0.560-0.430-0.350
2019 (6)530.0-0.710-0.7800.8416.6773.948.07-66.940-56.490-0.560-0.480-0.380
2018 (5)530.0-0.850-1.3800.72242.8668.42-27.66-110.740-58.470-0.80-0.420-0.450
2017 (4)5312.77-1.110-1.0700.21110.094.58-5.37-302.190-276.780-0.640-0.590-0.590
2016 (3)4717.5-1.160-1.0000.1099.951.39-588.110-539.370-0.60-0.550-0.550
2015 (2)4011.11-1.550-1.0700098.580-45412.800-43730.500-0.640-0.620-0.620
2014 (1)36100.0-1.180-0.750000.0000.0000.000-0.450-0.430-0.430

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