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)600.00.0-0.12-122.22-114.120.13-74.0-79.030.02-85.71-60.08.4211.6711.6716.91-35.43-30.811.34-71.37-73.36-1.03-124.82-115.540.11-68.57-71.05-0.07-121.21-113.46-0.40-107.77-105.69-1.03-124.82-115.5417.3456.3941.73
24Q2 (19)600.00.00.54235.0162.070.50157.47144.250.14135.0117.287.5423.036.5926.1919.9261.474.68156.66144.074.15199.52142.220.35168.63159.320.33237.5162.265.15237.33164.784.15199.52142.22-6.6725.83-31.68
24Q1 (18)600.00.0-0.40-183.33-766.67-0.87-220.83-970.0-0.40-175.47-766.676.13-36.34-14.1521.84-1.09-4.55-8.26-291.2-445.61-4.17-243.3-1837.5-0.51-221.43-400.0-0.24-182.76-700.0-3.75-231.12-280.29-4.17-243.3-1837.5-4.31-113.43-102.35
23Q4 (17)600.09.090.48-43.53900.00.7216.13118.180.53960.0-78.889.6327.7238.3622.08-9.66-2.04.32-14.1250.02.91-56.11515.710.4210.53110.00.29-44.23825.02.86-59.32639.622.91-56.11515.7132.1677.0885.50
23Q3 (16)600.0-1.640.85197.714.860.62154.87376.920.05106.17-98.127.5436.59-2.9624.4450.6815.725.03147.3614.326.63167.4516.520.38164.4111.760.52198.1115.567.03188.43-23.256.63167.4516.526.95-676.15-537.57
23Q2 (15)600.015.38-0.87-1550.0-197.75-1.13-1230.0-340.43-0.81-1450.0-141.545.52-22.69-33.8916.22-29.11-15.3-10.62-544.35-408.72-9.83-4195.83-381.66-0.59-447.06-303.45-0.53-1425.0-215.22-7.95-482.21-240.96-9.83-4195.83-381.66-10.05-675.00-649.85
23Q1 (14)609.0927.660.06200.0-94.390.10-69.7-85.070.06-97.61-94.397.142.59-21.4522.881.5510.912.39-17.01-62.770.24134.29-95.50.17-15.0-70.690.04200.0-92.02.08492.45-72.270.24134.29-95.5-3.9245.9542.07
22Q4 (13)55-9.8417.02-0.06-108.11-220.00.33153.85320.02.51-5.64107.446.96-10.42-7.9422.536.6859.342.88-34.55293.29-0.70-112.3-70.730.2-41.18281.82-0.04-108.89-300.0-0.53-105.79-430.0-0.70-112.3-70.73-8.69-62.4840.75
22Q3 (12)6117.3129.790.74-16.85428.570.13-72.34333.332.6636.41127.357.77-6.9511.4821.1210.2913.374.4027.91436.595.6963.04736.760.3417.24466.670.45-2.17650.09.1662.41573.535.6963.04736.76-7.54-16.84-51.09
22Q2 (11)5210.6410.640.89-16.82-3.260.47-29.85-34.721.9582.2489.328.35-8.14-7.3319.15-7.17-16.883.44-46.42-60.053.49-34.52-49.860.29-50.0-62.820.46-8.06.985.64-24.8-34.273.49-34.52-49.866.051011.59258.41
22Q1 (10)470.00.01.072040.0872.730.67546.67857.141.07-11.57872.739.0920.2472.8120.6345.9-16.956.42530.87175.545.331400.0105.00.58627.27383.330.52400.0900.07.507600.0198.85.331400.0105.014.35987.86-26.67
21Q4 (9)470.02.170.05-64.29106.67-0.15-600.064.291.213.42-84.537.568.4663.6414.14-24.17.69-1.49-281.7183.89-0.41-160.2996.21-0.11-283.3374.420.02-66.67105.71-0.10-107.3599.12-0.41-160.2996.21-7.09-74.53-347.92
21Q3 (8)470.00.00.14-84.78-89.150.03-95.83-97.391.1713.59-86.46.97-22.6410.6318.63-19.14-38.270.82-90.48-93.60.68-90.23-92.530.06-92.31-92.590.06-86.05-90.01.36-84.15-88.050.68-90.23-92.5324.33325.79416.37
21Q2 (7)470.02.170.92736.36-86.690.72928.5716.131.03836.36-85.939.0171.2951.6823.04-7.25-6.958.61269.5319.096.96167.69-86.920.78550.081.40.43760.0-86.528.58241.83-84.36.96167.69-86.9242.57425.51522.62
21Q1 (6)472.172.170.11114.67-73.170.07116.67-74.070.11-98.59-73.175.2613.8524.6424.8489.1912.652.33125.19-27.412.60124.01-23.980.12127.91-14.290.05114.29-73.682.51122.13-37.412.60124.01-23.98-6.41-21.73-9.93
20Q4 (5)46-2.1312.2-0.75-158.14-20.97-0.42-136.52-31.257.82-9.071464.04.62-26.6737.0913.13-56.49-23.93-9.25-172.21-51.64-10.83-219.01-36.92-0.43-153.09-104.76-0.35-158.33-40.0-11.34-199.65-45.76-10.83-219.01-36.92--0.00
20Q3 (4)472.170.01.29-81.330.01.1585.480.08.6017.490.06.36.060.030.1821.890.012.8177.180.09.10-82.890.00.8188.370.00.6-81.190.011.38-79.180.09.10-82.890.0--0.00
20Q2 (3)460.00.06.911585.370.00.62129.630.07.321685.370.05.9440.760.024.7612.290.07.23125.230.053.201455.560.00.43207.140.03.191578.950.054.651262.840.053.201455.560.0--0.00
20Q1 (2)4612.20.00.41166.130.00.27184.380.00.41-18.00.04.2225.220.022.0527.750.03.21152.620.03.42143.240.00.14166.670.00.19176.00.04.01151.540.03.42143.240.0--0.00
19Q4 (1)410.00.0-0.620.00.0-0.320.00.00.500.00.03.370.00.017.260.00.0-6.100.00.0-7.910.00.0-0.210.00.0-0.250.00.0-7.780.00.0-7.910.00.0--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)
2024/113.0512.66-10.6827.858.68.65N/A-
2024/102.71-6.3834.2524.811.569.22N/A-
2024/92.89-20.127.7322.099.38.420.99-
2024/83.6289.79-0.3619.26.978.231.01-
2024/71.91-29.4515.715.588.837.421.12-
2024/62.7-3.8349.513.677.947.540.98-
2024/52.8138.747.1910.971.027.450.99-
2024/42.03-22.5112.178.16-8.826.241.19-
2024/32.6263.35-10.236.13-14.136.131.03-
2024/21.6-16.46-27.573.52-16.827.710.82-
2024/11.92-54.31-5.041.92-5.049.530.67-
2023/124.222.8756.0529.84-7.279.630.59主要為子公司承攬之國軍302案,於本期出貨增加
2023/113.4169.3455.2425.64-13.057.690.74主要為子公司承攬之國軍302案,於本期出貨增加
2023/102.02-10.93-2.8922.23-18.557.910.72-
2023/92.26-37.67-17.7220.21-19.847.540.91-
2023/83.63120.3946.3317.95-20.17.090.97-
2023/71.65-8.83-34.9814.31-28.355.371.29-
2023/61.81-5.31-23.3312.67-27.395.521.1-
2023/51.915.7-35.3110.86-28.026.630.91-
2023/41.81-37.99-40.648.95-26.256.930.87-
2023/32.9131.8-25.127.14-21.437.140.84-
2023/22.219.516.554.23-18.686.920.87-
2023/12.02-24.92-35.422.02-35.426.910.87-
2022/122.6922.23-3.1632.1811.746.960.96-
2022/112.25.92-3.829.4913.337.030.95-
2022/102.08-24.54-16.827.2914.987.310.91-
2022/92.7510.8532.6625.2118.717.770.85-
2022/82.48-2.099.2122.4617.27.380.9-
2022/72.547.5-3.4319.9818.287.850.85-
2022/62.36-20.11-24.5717.4522.288.350.78-
2022/52.95-3.0-11.1915.0935.439.890.66-
2022/43.04-21.7718.3412.1355.269.010.73去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2022/33.8987.5549.569.0973.379.090.77去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2022/22.07-33.6360.675.296.827.980.88去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2022/13.1312.58131.363.13131.368.190.85去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/122.7821.4351.5928.836.817.560.99去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/112.29-8.3981.1126.0235.46.861.09去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/102.520.3368.8623.7332.196.841.1去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/92.07-8.74-11.2221.2428.96.971.02-
2021/82.27-13.43-6.9319.1635.538.030.88-
2021/72.63-16.0270.4316.8944.49.080.78去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/63.13-5.9419.3114.2740.459.020.7-
2021/53.3229.2698.0611.1447.88.50.74去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/42.57-1.1356.937.8233.46.460.97
2021/32.6101.4951.35.2424.265.241.19
2021/21.29-4.43-2.982.645.674.471.4
2021/11.35-26.2315.531.3515.534.441.41
2020/121.8345.0891.9321.0533.214.571.13
2020/111.26-14.5940.5619.2229.445.081.02
2020/101.48-36.74-2.2217.9528.726.260.83
2020/92.34-4.3370.0116.4832.486.320.81
2020/82.4458.5374.0214.1427.826.60.78
2020/71.54-41.2126.0111.721.115.840.88-
2020/62.6256.12123.7610.1620.45.940.95受新冠肺炎疫情影響,醫療防護產品銷售增加
2020/51.682.42-10.087.543.745.041.12
2020/41.64-4.684.935.868.524.691.21-
2020/31.7229.1933.584.229.984.220.83-
2020/21.3313.843.352.5-1.933.451.02-
2020/11.1722.55-27.861.17-27.860.0N/A-
2019/120.956.25-26.5515.8-1.490.0N/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)609.090.53-77.820.32-80.2529.84-7.2721.794.861.27-71.070.85-76.580.38-73.050.51-72.130.32-76.81
2022 (9)5517.022.39115.321.62131.4332.1811.7420.784.064.3949.833.6333.951.4167.861.8384.851.38142.11
2021 (8)472.171.11-85.160.70-56.7928.836.6219.97-14.262.93-34.62.71-83.080.84-10.640.99-72.580.57-84.3
2020 (7)4612.27.481458.331.62285.7121.0833.4223.299.654.4857.1916.021269.230.94108.893.61802.53.631715.0
2019 (6)4136.670.48-76.70.42-44.015.8-1.521.241.292.85-32.941.17-69.850.45-33.820.4-53.490.2-68.25
2018 (5)300.02.06524.240.75341.1816.046.7220.970.964.25377.533.88496.920.68423.080.86514.290.63530.0
2017 (4)300.00.33-68.870.170.015.03-0.3320.77-13.960.89-51.890.65-69.770.13-53.570.14-71.430.1-68.75
2016 (3)300.01.06-54.310.17-54.0515.081.8924.145.371.85-31.232.15-54.350.28-30.00.49-44.320.32-54.29
2015 (2)3015.382.3278.460.3737.0414.86.2522.91-0.352.694.674.7190.690.411.110.8866.040.7105.88
2014 (1)264.01.30-49.810.27-60.2913.931.8322.9902.5702.4700.36-33.330.53-32.910.34-48.48

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