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)1010.00.00.94-14.55-13.760.972.1116.873.1442.730.6412.332.491.5720.76-4.93.810.47-9.193.057.62-16.63-15.81.29-7.194.880.95-14.41-13.6410.24-19.75-16.547.62-16.63-15.84.38-7.286.93
24Q2 (19)1010.00.01.100.02.80.9511.769.22.20100.08.9112.036.27-4.5221.83-4.018.2611.530.030.879.14-6.267.151.396.1125.231.110.02.7812.76-7.0622.699.14-6.267.15-3.86-7.69-17.72
24Q1 (18)1010.00.01.10-15.3815.790.85-47.2-1.161.10-75.0615.7911.32-13.98-5.6722.74-6.3820.1311.53-27.0719.989.75-1.6121.721.31-37.0213.911.11-15.2715.6213.732.3132.159.75-1.6121.72-2.791.9423.39
23Q4 (17)1010.00.01.3019.2760.491.6193.9887.214.4141.35-47.6913.168.49.5824.2921.4514.5215.8155.6169.459.919.547.032.0869.1185.711.3119.0961.7313.429.3752.159.919.547.032.3810.5744.69
23Q3 (16)1010.00.01.091.87-32.720.83-4.6-17.03.1254.46-59.1112.14-3.65-0.3320.008.34-15.7210.1615.32-16.999.056.1-32.411.2310.81-17.451.11.85-32.5212.2717.98-29.129.056.1-32.410.687.25-1.72
23Q2 (15)1010.00.01.0712.63-61.230.871.16-62.822.02112.63-66.3312.65.0-18.5518.46-2.48-35.08.81-8.32-55.688.536.49-52.511.11-3.48-63.961.0812.5-61.1510.400.1-53.928.536.49-52.512.4614.960.58
23Q1 (14)1010.00.00.9517.28-70.680.860.0-69.060.95-88.73-70.6812.0-0.08-27.418.93-10.75-39.779.613.0-56.028.0118.84-59.591.152.68-68.140.9618.52-70.6410.3917.8-57.828.0118.84-59.59-0.74-16.36-7.00
22Q4 (13)1010.00.00.81-50.0-73.00.86-14.0-68.848.4310.4826.0112.01-1.4-26.7721.21-10.62-31.349.33-23.77-56.66.74-49.66-63.311.12-24.83-68.270.81-50.31-73.188.82-49.05-61.526.74-49.66-63.31-11.33-45.65-35.63
22Q3 (12)1010.00.01.62-41.34.521.00-57.26-21.267.6327.17106.7812.18-21.273.2223.73-16.440.312.24-38.43-12.713.39-25.451.361.49-51.62-9.71.63-41.374.4917.31-23.315.6113.39-25.451.36-13.84-28.05-36.55
22Q2 (11)1010.00.02.76-14.81142.112.34-15.83216.226.0085.19180.3715.47-6.4156.2628.40-9.6443.0719.88-9.02113.7617.96-9.3854.963.08-14.68234.782.78-14.98141.7422.57-8.3668.9417.96-9.3854.96-2.81-3.41-7.55
22Q1 (10)1010.00.03.248.0224.02.780.72230.953.24-51.57224.016.530.7970.4131.431.7543.2521.851.6390.1719.827.8990.763.612.27225.233.278.28223.7624.637.4686.8719.827.8990.7619.8850.7759.02
21Q4 (9)1010.09.783.0093.55191.262.76117.32203.36.6981.353.4416.438.9879.4330.8930.5632.9721.5053.3567.8418.3739.0677.323.53113.94201.713.0293.59217.8922.9239.8474.718.3739.0677.3229.0964.7594.47
21Q3 (8)1010.010.991.5535.9616.541.2771.6210.433.6972.439.8211.819.1910.923.6619.19-2.5114.0250.751.8913.2113.9816.491.6579.3513.011.5635.6528.9316.3922.6815.4213.2113.9816.4910.6224.9829.86
21Q2 (7)1010.010.991.1414.010.680.74-11.9-9.762.14114.05.429.92.065.3219.85-9.53-6.599.30-19.06-19.4811.5911.5516.720.92-17.12-15.61.1513.8623.6613.361.376.3711.5911.5516.724.095.54-9.79
21Q1 (6)1019.7810.991.00-2.910.00.84-7.6910.531.00-77.060.09.76.137.7821.94-5.553.5911.49-10.34.6410.390.293.081.11-5.1312.121.016.3210.9913.180.464.8510.390.293.08-3.98-12.73-14.28
20Q4 (5)921.11.11.03-22.569.570.91-20.8726.394.3629.7621.799.14-14.1-1.6123.23-4.2926.9412.81-6.951.7810.36-8.6412.491.17-19.8650.00.95-21.4910.4713.12-7.6133.210.36-8.6412.49--0.00
20Q3 (4)910.00.01.3329.130.01.1540.240.03.3665.520.010.6413.190.024.2714.210.013.7619.130.011.3414.20.01.4633.940.01.2130.110.014.2013.060.011.3414.20.0--0.00
20Q2 (3)910.00.01.033.00.00.827.890.02.03103.00.09.44.440.021.250.330.011.555.190.09.93-1.490.01.0910.10.00.932.20.012.56-0.080.09.93-1.490.0--0.00
20Q1 (2)910.00.01.006.380.00.765.560.01.00-72.070.09.0-3.120.021.1815.740.010.9830.090.010.089.450.00.9926.920.00.915.810.012.5727.610.010.089.450.0--0.00
19Q4 (1)910.00.00.940.00.00.720.00.03.580.00.09.290.00.018.300.00.08.440.00.09.210.00.00.780.00.00.860.00.09.850.00.09.210.00.0--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)
2024/104.0715.74-2.8439.76-2.8812.13N/A-
2024/93.52-22.53-15.5735.69-2.8912.350.55-
2024/84.545.856.3732.17-1.2712.890.53-
2024/74.295.7115.4927.63-2.4212.150.56-
2024/64.066.9-10.7623.34-5.1312.020.58-
2024/53.8-8.8-12.3519.28-3.8511.60.6-
2024/44.1614.5111.9515.48-1.5111.340.61-
2024/33.642.77-23.1911.32-5.6911.320.63-
2024/23.54-14.69-4.27.685.6912.780.56-
2024/14.15-18.5815.914.1515.9113.110.55-
2023/125.0931.6424.7349.91-11.1613.150.52-
2023/113.87-7.7-9.6244.82-13.9812.230.56-
2023/104.190.5715.0140.95-14.3712.630.54-
2023/94.17-2.387.6436.76-16.7912.150.49-
2023/84.2714.931.8332.59-19.1412.530.48-
2023/73.72-18.32-9.6628.32-21.5812.60.48-
2023/64.555.0-6.3324.6-23.1112.60.46-
2023/54.3316.49-19.5120.05-26.1112.780.45-
2023/43.72-21.44-28.9615.72-27.7512.140.48-
2023/34.7328.19-17.3612.0-27.3612.00.54-
2023/23.693.21-25.197.27-32.6711.350.57-
2023/13.58-12.41-38.963.58-38.9611.940.55-
2022/124.08-4.59-20.2656.1917.5412.010.6-
2022/114.2817.46-29.8552.122.0811.80.61-
2022/103.64-5.86-29.6747.8230.7511.710.61-
2022/93.87-7.65-1.0344.1840.7312.180.76-
2022/84.191.958.640.346.6813.160.71-
2022/74.11-15.322.3736.1152.914.350.65因原料漲價而調整價格及新產品與部分工程認列
2022/64.86-9.7637.9532.063.2615.470.58因原料漲價而調整價格及新產品與部分工程認列
2022/55.382.8160.0827.1468.816.350.55因原料漲價而調整價格及新產品與部分工程認列
2022/45.23-8.6173.421.7671.1115.90.56因原料漲價而調整價格及新產品與部分工程認列
2022/35.7316.0565.9316.5370.3916.530.46因原料漲價而調整價格及新產品與部分工程認列
2022/24.94-15.7965.3610.872.8615.920.48因原料漲價而調整價格及新產品與部分工程認列
2022/15.8614.4479.735.8679.7317.090.44因原料漲價而調整價格及新產品與部分工程認列
2021/125.12-16.0860.5147.825.1616.410.44因原料漲價而調整價格及新產品與部分工程認列
2021/116.117.7788.9942.6821.9415.20.47因原料漲價而調整價格及新產品與部分工程認列
2021/105.1832.4790.7536.5715.1212.960.56因原料漲價而調整價格及新產品與部分工程認列
2021/93.911.3314.7131.398.0511.790.47-
2021/83.86-3.899.4927.487.1611.40.49-
2021/74.0214.18.4223.626.7910.90.51-
2021/63.524.7-6.8219.66.479.90.49-
2021/53.3611.3725.6316.089.99.830.49-
2021/43.02-12.552.3312.726.389.460.51-
2021/33.4515.652.679.77.79.70.39-
2021/22.98-8.477.76.2510.79.440.4-
2021/13.262.2113.63.2613.69.680.39-
2020/123.19-1.192.3138.19-2.989.140.43-
2020/113.2318.8710.7735.0-3.449.360.42-
2020/102.72-20.33-16.4731.77-4.689.650.41-
2020/93.41-3.28-3.2629.05-3.4110.640.439月份營收包含52,517仟元之工程收入
2020/83.53-4.8310.1425.64-3.4311.010.418月份營收包含87,747仟元之工程收入
2020/73.7-1.932.9822.11-5.2910.160.457月份營收包含81,396仟元之工程收入
2020/63.7841.1727.2318.41-6.89.40.5-
2020/52.68-9.27-23.4114.63-12.828.990.52-
2020/42.95-12.26-19.9711.95-10.049.080.52-
2020/33.3621.315.389.0-6.239.00.47-
2020/22.77-3.461.195.64-12.08.690.48-
2020/12.87-5.74-21.852.87-21.858.830.48-
2019/123.054.47-8.0639.29-2.970.0N/A-
2019/112.92-10.37-8.9936.25-2.510.0N/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)1010.04.41-47.624.17-40.3449.91-11.1820.48-23.4111.18-32.458.90-41.145.58-40.05.81-45.854.44-47.7
2022 (9)1010.08.4226.056.9924.8256.1917.5526.746.9616.559.6815.127.469.328.9910.7329.438.4925.96
2021 (8)1019.786.6853.215.6053.8547.825.1625.0010.8615.0922.3814.0734.517.2153.088.2965.146.7468.92
2020 (7)921.14.3622.133.6428.6238.19-2.9722.5529.2312.3343.3710.4626.944.7138.945.0233.163.9923.15
2019 (6)910.03.57-18.312.83-9.8739.36-2.7917.45-7.088.60-15.698.24-16.093.39-17.923.77-23.683.24-18.59
2018 (5)910.04.372.823.14-17.3740.491.7618.78-5.6310.20-14.369.821.134.13-12.874.944.03.983.11
2017 (4)911.114.2534.923.8026.6739.794.2419.9011.811.9120.069.7129.474.7425.074.7531.223.8634.97
2016 (3)901.123.1540.03.00141.9438.178.8417.8040.169.92107.17.5029.533.79125.63.6247.152.8640.89
2015 (2)890.02.2539.751.24327.5935.070.6612.7038.194.79197.525.7939.521.68200.02.4643.022.0340.0
2014 (1)899.881.611.90.29-59.7234.848.139.1901.6104.1500.56-53.331.72-2.821.4510.69

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