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)730.01.391.891.07-17.831.8613.4147.625.4752.79-15.597.12-4.69-1.9342.516.463.0323.8512.08-4.2219.496.27-15.191.76.92-6.081.391.46-16.7724.333.18-13.7219.496.27-15.190.635.219.27
24Q2 (19)730.01.391.879.36-24.291.645.13-29.913.58109.36-14.357.475.9612.3339.932.81-0.4721.283.0-1.9418.342.98-35.241.598.910.421.378.73-23.4623.585.53.2418.342.98-35.24-0.21-0.32-13.81
24Q1 (18)730.01.391.71-10.00.01.56-32.76-4.881.71-79.570.07.05-6.3713.3438.842.67-2.5620.661.97-10.1717.81-3.1-15.191.46-3.952.11.26-8.71.6122.35-2.66-5.4617.81-3.1-15.19-1.32-13.7025.68
23Q4 (17)731.391.391.90-17.39-19.832.3284.131.318.3729.1722.017.533.7212.3937.83-8.31-17.020.26-18.63-29.0118.38-20.02-34.221.52-16.02-20.421.38-17.37-19.7722.96-18.58-21.5818.38-20.02-34.226.45-12.1318.99
23Q3 (16)720.00.02.30-6.8826.371.26-46.15-16.566.4855.0244.327.269.1715.2441.262.842.1324.9014.7517.0722.98-18.865.91.8125.6935.071.67-6.726.5228.2023.4714.1722.98-18.865.98.0418.78-1.73
23Q2 (15)720.04.352.4744.4475.182.3442.6887.24.18144.4448.756.656.91190.3940.120.65-45.6421.70-5.65-49.7228.3234.86-40.331.440.745.451.7944.3584.5422.84-3.38-50.2328.3234.86-40.33-0.128.297.15
23Q1 (14)720.04.351.71-27.8522.141.64-28.3841.381.71-75.0722.146.22-7.16-34.8739.86-12.5551.8523.00-19.4194.2621.00-24.84104.081.43-25.1326.551.24-27.9129.1723.64-19.2682.6921.00-24.84104.08-0.411.1811.64
22Q4 (13)720.04.352.3730.2230.222.2951.6647.746.8652.7816.676.76.35-39.9645.5812.8263.3728.5434.18103.8627.9428.76128.081.9142.5422.441.7230.337.629.2818.5493.6527.9428.76128.0890.7329.6536.23
22Q3 (12)724.354.351.8229.08-11.221.5120.8-15.644.4959.7910.596.3175.11-40.4540.40-45.2638.7821.27-50.7228.8321.70-54.2857.821.3435.35-23.431.3236.08-6.3824.70-46.1841.6321.70-54.2857.8249.5514.8914.28
22Q2 (11)690.09.521.410.7120.511.257.7616.822.81100.7127.732.29-76.02-77.8773.80181.14223.2643.16264.53339.9647.46361.22542.220.99-12.39-2.940.971.0432.8845.89254.64392.3847.46361.22542.22-45.22-11.18-8.70
22Q1 (10)690.09.521.40-23.0834.621.16-25.1638.11.40-76.1934.629.55-14.4310.2826.25-5.9111.5611.84-15.4325.4210.29-16.030.751.13-27.5637.80.96-23.247.6912.94-14.4231.3710.29-16.030.75-4.47-17.15-19.29
21Q4 (9)690.09.521.82-11.22-10.341.55-13.4156.575.8844.8313.0811.165.4814.5827.90-4.169.814.00-15.218.6412.25-10.91-13.121.56-10.8635.651.25-11.35-1.5715.12-13.3-13.112.25-10.91-13.123.8531.9926.94
21Q3 (8)699.529.522.0575.2160.161.7967.2980.814.0684.5527.6710.582.22111.1829.1127.51-17.1616.5168.3-8.5813.7586.06-13.951.7571.5792.311.4193.1576.2517.4487.12-11.4313.7586.06-13.9510.8743.8547.34
21Q2 (7)630.01.611.1712.512.51.0727.3835.442.20111.5416.410.3519.52114.7322.83-2.97-32.69.813.92-38.227.39-6.1-46.951.0224.3934.210.7312.3112.319.32-5.38-46.07.39-6.1-46.954.21-18.146.11
21Q1 (6)630.00.01.04-48.7720.930.84-15.1520.01.04-80.020.938.66-11.09126.1123.53-7.4-35.529.44-20.0-43.177.87-44.18-42.810.82-28.728.120.65-48.8220.379.85-43.39-43.427.87-44.18-42.8141.664.91-7.58
20Q4 (5)630.00.02.0358.5929.30.990.0-11.615.2063.5231.319.7494.4165.0825.41-27.69-23.6511.80-34.66-34.0414.10-11.76-17.981.1526.378.491.2758.7529.5917.40-11.63-15.3714.10-11.76-17.98--0.00
20Q3 (4)631.610.01.2823.080.00.9925.320.03.1868.250.05.013.940.035.143.750.018.0613.730.015.9814.720.00.9119.740.00.823.080.019.6914.080.015.9814.720.0--0.00
20Q2 (3)62-1.590.01.0420.930.00.7912.860.01.89119.770.04.8225.850.033.87-7.180.015.88-4.390.013.931.240.00.7618.750.00.6520.370.017.26-0.860.013.931.240.0--0.00
20Q1 (2)630.00.00.86-45.220.00.70-37.50.00.86-78.280.03.83-35.080.036.499.650.016.61-7.150.013.76-19.950.00.64-39.620.00.54-44.90.017.41-15.320.013.76-19.950.0--0.00
19Q4 (1)630.00.01.570.00.01.120.00.03.960.00.05.90.00.033.280.00.017.890.00.017.190.00.01.060.00.00.980.00.020.560.00.017.190.00.0--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)
2024/102.17-11.06-3.8623.816.326.88N/A本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/92.447.810.4821.647.467.121.68本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2024/82.27-6.064.8419.28.427.441.61本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/72.41-12.52-9.6416.938.927.471.6本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/62.7620.233.6214.5212.777.471.68本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/52.29-5.0818.211.768.797.521.67本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/42.42-13.8-8.649.466.737.081.77本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/32.8150.6610.417.0513.277.051.75本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/21.86-21.75-4.954.2415.247.021.75本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2024/12.38-14.3838.242.3838.247.641.61本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期及去年累計公告金額。
2023/122.7811.7620.8727.6611.637.531.49本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2023/112.499.9716.9524.8810.697.181.56本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2023/102.26-7.03-0.4122.410.036.851.64本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2023/92.4312.4811.1620.1411.357.261.23本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2023/82.16-19.0413.4417.7111.378.451.06本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2023/72.67-26.1420.9415.5411.0910.280.87本公司於112年6月間出售仁大公司全部股份,故自112/7起無合併營業收入,為比較性同時調整去年同期、本年累計及去年累計公告金額。
2023/63.62-9.53-11.2123.314.4411.650.77合併營業收入包含中菲電腦公司及仁大資訊公司。
2023/54.0-1.0314.5219.6920.8512.960.69合併營業收入包含中菲電腦公司及仁大資訊公司
2023/44.04-17.9923.8415.6922.5813.230.68合併營業收入包含中菲電腦公司及仁大資訊公司
2023/34.9315.5432.2111.6522.1511.650.8合併營業收入包含中菲電腦公司及仁大資訊公司
2023/24.2673.0666.876.7315.711.660.79合併營業收入包含中菲電腦公司及仁大資訊公司
2023/12.46-50.1-24.412.46-24.4111.190.83合併營業收入包含中菲電腦公司及仁大資訊公司
2022/124.9430.2910.0944.228.5812.870.73-
2022/113.79-8.562.7739.288.411.190.84-
2022/104.1427.4339.1335.59.0311.620.81-
2022/93.25-23.0-16.0431.356.010.990.78-
2022/84.2220.319.1928.19.3211.810.72-
2022/73.51-13.7911.0423.877.7511.070.77含仁大公司$130,160千元
2022/64.0716.69-11.620.367.210.820.71-
2022/53.497.0125.1316.2913.2210.480.73-
2022/43.26-12.4510.712.810.369.540.8-
2022/33.7345.8319.519.5410.249.541.06-
2022/22.55-21.6-3.485.815.0210.30.98-
2022/13.26-27.3312.823.2612.8211.430.89-
2021/124.4821.62-29.8140.7274.1111.150.99合併仁大子公司之營業額$228,431
2021/113.6923.78115.0536.24113.1710.541.05合併仁大子公司之營業額$163,700
2021/102.98-23.183.1532.55112.9610.41.06合併仁大子公司之營業額$124,479
2021/93.879.31133.8729.57116.5110.581.04合併仁大子公司之營業額$156,955千元
2021/83.5412.07106.7125.7114.1211.310.97合併仁大子公司之營業額$174,414千元
2021/73.16-31.3792.4722.16115.3510.561.04合併仁大子公司之營業額$146,011千元
2021/64.6165.19160.8719.0119.710.341.11合併仁大子公司之營業額$243,533千元
2021/52.79-5.3379.6514.39109.138.851.29合併仁大子公司之營業額$115,411千元
2021/42.95-5.4896.6411.6117.728.711.31合併仁大子公司之營業額$126,747千元
2021/33.1217.77119.758.65125.978.651.28合併仁大子公司之營業額$142,315千元
2021/22.65-8.35127.285.53129.6311.920.93合併仁大子公司之營業額$120,110千元
2021/12.89-54.79131.832.89131.8310.991.01合併仁大子公司之營業額$159,294千元
2020/126.39272.64145.1623.3929.969.731.09本公司於109/12購買仁大公司股權,使其成為本公司第二家子公司,故於109/12合併其營業收入$449,598千元
2020/111.715.428.1717.010.455.02.13-
2020/101.63-1.81-5.7515.2910.725.02.13-
2020/91.66-3.387.213.6613.075.011.57-
2020/81.714.344.3512.013.935.121.53-
2020/71.64-6.9815.210.2915.74.961.58-
2020/61.7713.7618.448.6515.84.821.35-
2020/51.553.6128.156.8815.144.471.46-
2020/41.55.6237.475.3311.824.081.6-
2020/31.4221.81-6.743.834.223.831.41-
2020/21.16-6.5231.092.4111.965.021.08-
2020/11.25-52.19-1.471.25-1.475.440.99-
2019/122.6164.4245.6318.011.790.0N/A本月份專案驗收結案金額較高所致
2019/111.58-8.1417.7515.397.560.0N/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)731.398.1721.587.5621.5427.6611.439.730.7622.443.7922.575.626.2115.646.7716.726.0822.33
2022 (9)724.356.7215.666.2218.2524.83-39.0739.4351.6521.6271.3221.37104.115.374.475.88.414.9722.72
2021 (8)699.525.8112.825.2651.1540.7574.1526.00-16.2612.62-14.5610.47-27.395.1448.555.3527.994.0524.23
2020 (7)630.05.1531.383.4819.1823.430.1431.05-4.2314.77-1.814.423.893.4628.154.1836.63.2631.45
2019 (6)630.03.9228.522.9226.9617.9811.8932.428.7615.0414.4613.8816.842.727.963.0629.112.4828.5
2018 (5)630.03.05-17.342.30-13.5316.073.1529.81-7.9913.14-13.511.88-20.432.11-10.972.37-14.131.93-17.52
2017 (4)630.03.6914.952.664.3115.580.0632.408.0715.195.7114.9315.022.375.82.7614.052.3414.71
2016 (3)63-8.73.2140.792.5542.4615.5717.4229.985.4514.3713.9612.987.012.2434.132.4222.842.0426.71
2015 (2)69-5.482.2812.871.7911.8713.264.4128.430.4212.6111.6912.133.591.6716.781.9711.931.618.05
2014 (1)7337.742.02-21.091.6013.4812.7-12.1128.31011.29011.7101.438.331.765.391.497.97

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