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)118-1.67-1.670.19-91.95120.00.95-40.99-15.931.7512.18472.3410.31-15.14-8.6841.15-4.41-4.5710.90-20.38-16.79-0.49-102.5296.651.12-32.53-24.320.22-92.25119.132.17-89.88124.55-0.49-102.5296.65-4.00151.531.38
24Q2 (19)1200.00.02.36395.0242.031.6143.7535.291.56295.0225.012.157.1411.7843.05-9.94-6.1513.69-17.28-5.5919.42323.22262.311.66-11.75.062.84395.83242.1721.45704.23133.6619.42323.22262.310.35121.19-1.71
24Q1 (18)1200.00.0-0.80-152.63-280.951.12-47.17-1.75-0.80-176.19-280.9511.34-6.4421.6747.8010.198.1716.55-14.7314.93-8.70-185.46-18.211.88-20.040.3-0.96-152.46-284.0-3.55-125.63-29.09-8.70-185.46-18.210.4553.6920.22
23Q4 (17)1200.00.01.52260.0-43.912.1287.61118.561.05323.4-69.1212.127.3513.4843.380.63.7119.4148.1798.0610.18169.54-60.112.3558.78123.811.83259.13-43.8713.85256.67-53.1110.18169.54-60.115.6011.1641.28
23Q3 (16)1200.00.0-0.95-237.68-123.231.13-5.0429.89-0.47-197.92-168.1211.293.8610.2543.12-6.011.3113.10-9.6630.22-14.64-373.13-133.461.48-6.3343.69-1.15-238.55-123.37-8.84-196.3-118.41-14.64-373.13-133.4610.2495.44-0.33
23Q2 (15)1200.00.00.69428.571085.711.194.39395.830.48328.57114.1210.8716.6329.7145.873.832.0414.500.691833.335.36172.83190.391.5817.912533.330.83432.01022.229.18433.82348.785.36172.83190.391.95160.4110.96
23Q1 (14)1200.00.0-0.21-107.7593.691.1417.532000.0-0.21-106.1893.699.32-12.7311.6244.195.6444.5114.4046.94337.62-7.36-128.8486.471.3427.62362.75-0.25-107.6793.75-2.75-109.3194.82-7.36-128.8486.47-4.21-70.7514.51
22Q4 (13)1200.05.262.71-33.74274.840.9711.49120.453.40392.75-68.8610.684.320.1341.837.9840.569.80-2.581052.9425.52-41.68192.261.051.941212.53.26-33.74284.1829.54-38.48218.4925.52-41.68192.2613.252954.56137.00
22Q3 (12)1200.00.04.095942.86227.810.87262.5970.00.69120.29-94.5610.2422.248.4138.7411.5121.4810.061241.33240.1143.76837.94169.361.031616.67306.04.925566.67227.7948.021401.36178.4443.76837.94169.3611.283020.38381.25
22Q2 (11)1200.010.09-0.0797.9-101.020.24500.0900.0-3.40-2.1-120.368.380.361.3334.7413.68.360.75112.38110.87-5.9389.1-107.120.06111.76110.53-0.0997.75-101.21-3.6993.05-104.42-5.9389.1-107.12-2.85-8.47193.18
22Q1 (10)1205.2611.11-3.33-114.84-133.84-0.06-113.6483.33-3.33-130.49-133.848.35-6.0713.4530.582.761.59-6.06-812.9435.33-54.41-96.71-138.7-0.51-737.526.09-4.0-125.99-137.52-53.08-112.92-137.58-54.41-96.71-138.711.38-31.64213.18
21Q4 (9)114-5.07.55-1.5551.56-23.020.44540.0-43.5910.92-13.95188.898.8928.849.7529.76-6.68-6.80.85111.84-93.53-27.6656.16-54.530.08116.0-92.45-1.7754.03-33.08-24.9359.28-70.64-27.6656.16-54.536.13-47.55153.33
21Q3 (8)12010.0911.11-3.20-146.65-444.09-0.10-233.33-147.6212.69-24.01149.316.9-16.57-15.3431.89-0.534.28-7.18-4.06-406.84-63.09-175.72-738.56-0.512.28-363.16-3.85-151.68-481.19-61.22-173.26-625.04-63.09-175.72-738.56-2.11-88.47-70.83
21Q2 (7)1090.931.876.86-30.2837.47-0.0391.6778.5716.7069.72297.628.2712.364.9532.066.511.39-6.9026.36-10.9383.32-40.7427.6-0.5717.39-16.337.45-30.1139.5183.57-40.8431.3683.32-40.7427.61.61425.34-27.24
21Q1 (6)1081.899.099.84880.951055.34-0.36-146.15-24.149.84160.321055.347.36-9.1411.0130.10-5.735.99-9.37-171.36-28.18140.61885.53872.16-0.69-165.09-43.7510.66901.51145.1141.251066.8902.56140.61885.53872.16-4.88322.7462.64
20Q4 (5)106-1.857.07-1.26-235.48-70.270.78271.439.863.78-25.743050.08.1-0.6112.1931.934.414.8613.13461.11120.3-17.90-281.17-55.521.06457.89146.51-1.33-231.68-82.19-14.61-225.37.3-17.90-281.17-55.52--0.00
20Q3 (4)1080.930.00.93-81.360.00.21250.00.05.0921.190.08.153.430.030.58-3.290.02.34137.620.09.88-84.870.00.19138.780.01.01-81.090.011.66-81.670.09.88-84.870.0--0.00
20Q2 (3)1078.080.04.99584.470.0-0.1451.720.04.20507.770.07.8818.850.031.6211.340.0-6.2214.910.065.30458.590.0-0.49-2.080.05.34623.530.063.62461.480.065.30458.590.0--0.00
20Q1 (2)990.00.0-1.03-39.190.0-0.29-140.850.0-1.03-958.330.06.63-8.170.028.40-6.730.0-7.31-222.650.0-18.21-58.210.0-0.48-211.630.0-1.02-39.730.0-17.60-11.680.0-18.21-58.210.0--0.00
19Q4 (1)990.00.0-0.740.00.00.710.00.00.120.00.07.220.00.030.450.00.05.960.00.0-11.510.00.00.430.00.0-0.730.00.0-15.760.00.0-11.510.00.0--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)
2024/103.814.33-5.3437.615.9110.84N/A-
2024/93.658.02-5.1933.87.3410.311.83-
2024/83.383.21-15.7730.149.0911.031.71-
2024/73.28-25.13-4.3826.7613.3212.21.54-
2024/64.38-3.73-1.6523.4916.3312.151.47-
2024/54.5540.9337.7719.1121.4113.41.33-
2024/43.22-42.753.314.5717.0711.321.58-
2024/35.63129.2946.0611.3421.6811.341.49本月營收增加主係合併子公司台新藥認列Eyenovia授權金
2024/22.46-24.42-11.35.714.4710.651.59-
2024/13.25-34.2420.73.2520.711.351.49-
2023/124.9456.7632.443.615.7912.121.32-
2023/113.15-21.66-7.7238.6613.9711.031.45-
2023/104.034.513.9935.5116.411.891.34-
2023/93.85-4.02-4.8331.4816.7111.291.47-
2023/84.0117.1543.8427.6320.5211.891.4-
2023/73.43-22.980.7123.6217.2911.171.48-
2023/64.4534.8543.3420.1920.6610.871.6-
2023/53.35.6737.7415.7415.4910.281.69-
2023/43.12-19.058.2412.4410.759.751.78-
2023/33.8639.2312.669.3211.629.321.73-
2023/22.772.8434.085.4610.899.21.75-
2023/12.69-27.86-5.842.69-5.849.841.64-
2022/123.739.2416.237.6619.8210.681.5-
2022/113.42-3.229.9133.9220.2411.01.46-
2022/103.53-12.7537.4830.521.5210.371.54-
2022/94.0545.0644.826.9719.710.241.52-
2022/82.79-17.9631.0322.9216.149.31.68-
2022/73.49.6177.5120.1314.348.91.75本月較同期增加主係膽固醇磷酸鹽結合劑歐洲客戶訂單增加及呼吸系統用藥接獲來自大陸客戶訂單所致。
2022/63.129.588.3316.736.628.381.97-
2022/52.39-16.95-4.7813.636.248.71.89-
2022/42.88-15.75-2.211.238.938.371.97-
2022/33.4265.7135.08.3513.48.351.92-
2022/22.07-27.78-15.154.932.058.141.97-
2022/12.86-10.9719.572.8619.579.181.74-
2021/123.213.33-3.5631.422.178.891.84-
2021/113.1121.0449.7328.212.878.471.93-
2021/102.57-8.11-4.725.1-0.967.492.19-
2021/92.831.27-0.3822.53-0.516.842.33-
2021/82.1311.13-27.2419.74-0.536.912.31-
2021/71.92-33.1-20.6217.614.077.32.19-
2021/62.8613.892.7215.698.198.331.87-
2021/52.52-14.7-3.2412.839.498.01.95-
2021/42.9516.2918.4810.3113.127.921.97-
2021/32.544.13-12.247.3611.117.362.06-
2021/22.431.7825.134.8329.178.161.86-
2021/12.39-28.233.562.3933.567.81.94-
2020/123.3360.4515.9630.7511.558.11.79-
2020/112.08-22.96-3.5727.4211.047.581.91-
2020/102.7-3.9423.0825.3512.448.431.72-
2020/92.81-4.124.0422.6511.298.151.69-
2020/82.9321.2418.3619.8412.48.131.7-
2020/72.41-13.43-11.4316.9211.437.81.77-
2020/62.797.2654.5414.516.447.881.79本月營收增加主因係膽固醇磷酸鹽結合劑產品之印度客戶出貨增加所致。
2020/52.64.4531.4711.719.987.981.76-
2020/42.49-13.8715.299.125.087.321.92-
2020/32.8948.535.366.631.76.631.98-
2020/21.958.633.353.74-14.696.611.99-
2020/11.79-37.65-28.291.79-28.296.821.93-
2019/122.8733.4119.0927.572.460.0N/A-
2019/112.15-1.66-8.3724.690.820.0N/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)1200.01.05-69.035.58174.8843.615.7744.1119.4715.48256.68-1.2006.75314.111.42-57.361.26-69.19
2022 (9)1205.263.39-67.152.03037.6619.8636.9219.444.3405.76-82.661.6303.33-69.394.09-67.25
2021 (8)1147.5510.32198.27-0.06031.422.1830.910.59-5.35033.21210.37-1.68010.88201.3912.49212.25
2020 (7)1067.073.462783.330.57-12.3130.7511.4130.732.740.912.2510.7000.2816.673.6104.03233.33
2019 (6)994.210.12-93.260.65-15.5827.62.6829.91-12.060.89-60.44-1.4900.24-60.0-0.400.12-93.22
2018 (5)954.41.78-30.20.77-70.2726.885.8734.01-14.142.25-84.894.64-49.890.6-84.131.47-52.731.77-25.94
2017 (4)913.412.55-51.242.59-42.8325.39-20.3839.610.4614.89-28.419.26-38.923.78-42.993.11-49.182.39-50.52
2016 (3)883.535.2368.714.53102.2331.8922.839.4327.0320.8065.8715.1639.476.63103.376.1277.914.8371.28
2015 (2)851.193.104.032.2416.6725.974.0531.0412.8312.5414.3110.873.333.2618.983.4410.972.827.63
2014 (1)8418.312.9801.92024.960.8927.51010.97010.5202.7403.102.620

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