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)911.112.250.34-5.56-30.610.268.33-38.11.1144.16-23.979.886.9318.3215.06-9.5-24.663.180.32-44.63.12-10.09-40.120.316.9-35.420.31-3.12-29.553.85-8.33-40.683.12-10.09-40.1211.65-8.88-8.34
24Q2 (19)901.121.120.36-12.2-44.620.24-25.0-52.940.7787.8-20.629.2416.379.3516.64-15.53-21.473.17-34.37-54.713.47-24.4-49.340.29-23.68-50.850.32-13.51-44.834.20-27.84-50.123.47-24.4-49.34-1.91-24.56-22.50
24Q1 (18)890.00.00.41-36.9228.120.32-20.010.340.41-80.6628.127.94-20.21.419.7025.244.844.838.5412.594.59-21.9425.410.38-13.6411.760.37-36.2127.595.82-13.1324.094.59-21.9425.41-0.52-2.14-12.38
23Q4 (17)890.01.140.6532.65-31.580.40-4.76-42.032.1245.21-34.579.9519.16-65.5915.73-21.3165.934.45-22.4760.075.8812.86104.170.44-8.33-45.00.5831.82-30.126.703.2492.535.8812.86104.178.994.01-11.20
23Q3 (16)890.01.140.49-24.62-64.750.42-17.65-65.851.4650.52-36.248.35-1.18-63.8119.99-5.6664.125.74-18.0-6.365.21-23.94-1.70.48-18.64-65.960.44-24.14-63.936.49-22.92-0.925.21-23.94-1.73.3739.2529.11
23Q2 (15)890.01.140.65103.1244.440.5175.8664.520.97203.126.598.457.9217.3621.1912.771.197.0063.1732.086.8587.1623.420.5973.5355.260.58100.045.08.4279.5320.116.8587.1623.42-32.5118.408.95
23Q1 (14)891.141.140.32-66.32-28.890.29-57.97-19.440.32-90.12-28.897.83-72.938.018.7998.21-8.074.2954.32-24.873.6627.08-33.090.34-57.5-17.070.29-65.06-27.54.6934.77-30.213.6627.08-33.09-23.79-48.98-50.94
22Q4 (13)880.01.150.95-31.6597.920.69-43.9228.573.2441.4851.428.9225.36195.19.48-22.17-36.162.78-54.6517.32.88-45.66-33.020.8-43.26247.830.83-31.9797.623.48-46.87-26.272.88-45.66-33.02122.8988.62126.43
22Q3 (12)880.01.151.39208.89135.591.23296.77167.392.29151.6537.9523.07220.42164.2612.18-41.83-33.486.1315.661.495.30-4.5-9.861.41271.05166.041.22205.0139.226.55-6.56-6.75.30-4.5-9.86109.86104.44141.44
22Q2 (11)880.01.150.450.0-19.640.31-13.89-24.390.91102.22-14.957.2-0.69-16.0820.942.4517.915.30-7.18-10.775.551.46-1.60.38-7.32-25.490.40.0-16.677.014.32-2.915.551.46-1.6-13.36-3.1228.77
22Q1 (10)881.152.330.45-6.25-13.460.3671.43-21.740.45-78.97-13.467.25-26.02-17.6120.4437.6416.935.71140.93-5.315.4727.217.890.4178.26-22.640.4-4.76-11.116.7242.376.165.4727.217.89-6.88-12.458.54
21Q4 (9)870.01.160.48-18.644.350.21-54.3540.02.1428.926.479.812.2622.514.85-18.9-8.782.37-60.7629.514.30-26.87-13.480.23-56.653.330.42-17.655.04.72-32.76-6.94.30-26.87-13.487.00-6.64-21.08
21Q3 (8)870.01.160.595.369.260.4612.235.291.6655.147.18.731.75-9.2518.313.117.526.041.6833.635.884.2623.010.533.9220.450.516.2510.877.02-2.7715.845.884.2623.01-0.386.530.67
21Q2 (7)871.161.160.567.695.660.41-10.8764.01.07105.775.948.58-2.5-2.7217.761.69.025.94-1.4948.55.6411.248.670.51-3.7745.710.486.674.357.2214.069.735.6411.248.673.7510.3797.90
21Q1 (6)860.00.00.5213.048.330.46206.6712.20.52-74.138.338.810.0-2.7617.487.377.646.03229.519.645.072.0110.940.53253.336.00.4512.59.766.3324.857.475.072.0110.94-3.42-0.8975.39
20Q4 (5)860.00.00.46-14.810.00.15-55.88-55.882.0129.683.618.0-16.84-0.2516.284.49-10.41.83-59.51-50.814.973.971.430.15-65.91-50.00.4-13.042.565.07-16.348.334.973.971.43--0.00
20Q3 (4)860.00.00.541.890.00.3436.00.01.5553.470.09.629.070.015.58-4.360.04.5213.00.04.78-7.90.00.4425.710.00.460.00.06.06-7.90.04.78-7.90.0--0.00
20Q2 (3)860.00.00.5310.420.00.25-39.020.01.01110.420.08.82-2.540.016.290.310.04.00-27.270.05.1913.570.00.35-30.00.00.4612.20.06.5811.710.05.1913.570.0--0.00
20Q1 (2)860.00.00.484.350.00.4120.590.00.48-75.260.09.0512.840.016.24-10.620.05.5047.850.04.57-6.730.00.566.670.00.415.130.05.8925.850.04.57-6.730.0--0.00
19Q4 (1)860.00.00.460.00.00.340.00.01.940.00.08.020.00.018.170.00.03.720.00.04.900.00.00.30.00.00.390.00.04.680.00.04.900.00.0--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)
2024/103.75-5.3682.3930.8115.4910.55N/A本期營收較去年同期大幅增加主要係專案收入增加所致。
2024/93.9639.628.2727.069.99.880.23-
2024/82.84-7.821.8823.097.268.980.26-
2024/73.080.3924.1720.268.069.80.24-
2024/63.07-15.97-24.7817.185.619.240.2-
2024/53.6544.7372.314.1115.7810.070.18本期營收較去年同期大幅增加主要係專案收入增加所致。
2024/42.52-35.2212.2110.463.897.710.24-
2024/33.89200.0561.627.941.57.940.24本月營收較去年同期大幅增加,主要係本月專案收入增加所致。
2024/21.3-52.77-44.14.05-25.258.030.24-
2024/12.75-30.97-11.12.75-11.110.620.18-
2023/123.982.19-18.0834.55-47.979.930.26-
2023/113.989.51-21.6630.57-50.339.040.29本年累計營收較去年同期大幅減少,主要係去年同期取得教育部數位學習精進專案所致。
2023/102.06-33.44-89.226.67-52.857.930.33本月營收較去年同期大幅減少,主要係去年同期取得教育部數位學習精進專案所致。
2023/93.0910.88-82.524.62-34.428.350.33本月營收較去年同期大幅減少,主要係去年同期取得教育部數位學習精進專案所致。
2023/82.7912.3328.6621.538.249.340.29-
2023/72.48-39.18-24.5218.745.758.680.32-
2023/64.0892.4750.0616.2612.648.440.33本期營收較去年同期大幅成長主要係標案收入增加所致
2023/52.12-5.73-8.412.193.966.770.41-
2023/42.25-6.73.910.077.016.980.4-
2023/32.413.766.987.827.937.820.48-
2023/22.32-24.9-8.175.418.3610.270.37-
2023/13.09-36.3925.323.0925.3212.920.29-
2022/124.86-2.279.4466.4184.9928.870.15本年營收大幅成長,主要係取得教育部數位學習精進專案所致。
2022/114.97-73.87107.6861.5595.6541.660.1本月營收大幅成長,主要係取得教育部數位學習精進專案所致。
2022/1019.047.85536.9256.5894.6638.850.11本月營收大幅成長,主要係取得教育部數位學習精進專案所致。
2022/917.65715.34468.4937.5443.9623.10.85本月營收大幅成長,主要係取得教育部數位學習精進專案所致。
2022/82.16-34.1-36.6519.89-13.418.172.4-
2022/73.2920.949.8317.72-9.358.322.36-
2022/62.7217.48-30.5114.44-16.827.191.45-
2022/52.316.93-5.9611.72-12.846.731.55-
2022/42.16-3.93-2.49.41-14.386.941.5-
2022/32.25-10.94-24.67.25-17.417.250.25-
2022/22.532.4911.984.99-13.79.440.19-
2022/12.47-44.45-30.132.47-30.139.30.2-
2021/124.4485.4489.2835.91.29.820.17本月營收較去年同期大幅成長主要係標案收入增加所致。
2021/112.39-19.891.8631.46-5.028.490.2-
2021/102.99-3.73-6.8229.06-5.559.510.18-
2021/93.1-9.15-14.8426.08-5.48.720.16-
2021/83.4255.873.6822.97-3.969.520.15-
2021/72.19-43.92-20.3419.55-5.198.560.17-
2021/63.9158.9729.7517.36-2.858.590.14-
2021/52.4610.98-17.913.45-9.477.660.15-
2021/42.22-25.78-20.4610.99-7.347.460.16-
2021/32.9932.26-23.758.77-3.318.770.25-
2021/22.26-36.057.725.7912.28.130.27-
2021/13.5350.4915.273.5315.278.230.27-
2020/122.35-0.2-8.4235.473.57.90.53-
2020/112.35-26.72-10.3533.134.479.210.45-
2020/103.21-12.0115.1530.775.8110.150.41-
2020/93.6510.62-3.9927.574.829.70.41-
2020/83.319.74-16.5323.926.319.060.43-
2020/72.75-8.65-17.420.6211.178.760.45-
2020/63.010.5837.2917.8717.438.80.5-
2020/53.07.5219.5114.8614.089.70.45-
2020/42.79-28.8528.0811.8612.788.80.5-
2020/33.9286.8860.49.078.799.070.59本月營收較去年同期大幅成長主要係標案收入增加所致。
2020/22.1-31.57-17.145.16-12.567.720.69-
2020/13.0619.55-9.123.06-9.128.250.65-
2019/122.56-2.3-31.334.275.580.0N/A-
2019/112.62-5.8715.5831.7110.370.0N/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)891.142.05-35.131.58-39.034.58-47.9618.7846.035.3517.845.4527.041.85-38.542.29-34.761.88-34.04
2022 (9)881.153.1650.482.5967.166.4585.0512.86-24.494.54-9.384.29-17.343.0167.223.5156.02.8553.23
2021 (8)871.162.107.141.5533.6235.911.1817.035.915.0124.325.196.571.825.872.257.141.867.51
2020 (7)860.01.961.551.16-10.7735.492.916.08-3.314.03-6.284.870.831.43-3.382.16.061.733.59
2019 (6)860.01.9322.931.304.034.496.6516.63-2.984.30-5.294.8316.111.480.681.9817.161.6722.79
2018 (5)860.01.5712.951.2521.3632.3414.4817.14-6.244.545.344.16-4.811.4720.491.6914.191.3613.33
2017 (4)860.01.396.111.03-1.928.2510.1418.28-5.974.31-3.154.37-5.411.227.021.4811.281.25.26
2016 (3)86-3.371.31-5.071.057.1425.655.7319.44-6.854.45-5.124.62-12.671.140.01.33-9.521.14-7.32
2015 (2)89-1.111.3817.950.98-1.0124.262.9720.872.44.691.085.2917.821.144.591.4716.671.2316.04
2014 (1)900.01.1720.620.9941.4323.5621.6320.3804.6404.4901.0939.741.2626.01.0621.84

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。