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)2552.412.41-0.313.13-255.0-0.4036.51-135.29-0.57-119.23-144.196.76-11.86-55.9318.2941.78-19.53-29.553.53-9334.38-26.34-44.33-554.92-2.014.89-4100.0-0.790.0-258.0-26.02-30.49-506.56-26.34-44.33-554.926.94-315.10-21.75
24Q2 (19)2490.00.4-0.32-633.33-140.0-0.63-80.0-210.53-0.26-533.33-123.857.6725.74-55.1712.90-14.51-49.39-30.63-20.69-413.51-18.25-78.92-242.91-2.35-51.61-240.72-0.79-664.29-139.7-19.94-138.23-253.98-18.25-78.92-242.91-5.62-365.10-13.98
24Q1 (18)2490.40.40.06-96.86-79.31-0.3552.05-369.230.06-98.12-79.316.1-36.98-54.4415.0958.51-25.81-25.3821.13-850.89-10.20-137.99-271.14-1.5550.16-444.440.14-97.05-80.56-8.37-123.1-233.49-10.20-137.99-271.14-36.94379.07-138.68
23Q4 (17)248-0.40.41.91855.0377.5-0.73-329.41-108.573.20148.0667.549.68-36.9-27.719.52-58.12-49.87-32.18-10156.25-1100.7526.85363.73116.18-3.11-6320.0-763.894.75850.0384.6936.23466.09219.2126.85363.73116.18-23.62390.00-229.62
23Q3 (16)2490.40.810.20-75.0-47.37-0.17-129.82-173.911.2918.35-14.5715.34-10.343.5822.73-10.8318.940.32-96.72-92.435.79-54.66-6.310.05-97.01-92.060.5-74.87-46.816.40-50.58-2.885.79-54.66-6.318.7250.43104.32
23Q2 (15)2480.00.810.80175.8626.980.57338.4629.551.09275.86-3.5417.1127.7826.6525.4925.3248.639.77189.05126.1612.77114.2638.351.67271.11187.931.99176.3927.5612.95106.5468.6212.77114.2638.3513.8974.18237.80
23Q1 (14)2480.40.40.29-27.5-42.00.13137.14360.00.29-84.82-42.013.390.012.7120.347.115.553.38226.12224.725.96-52.0115.730.45225.0240.620.72-26.53-40.986.27-44.76-27.765.96-52.0115.73-4.79-11.12-57.52
22Q4 (13)2470.00.00.405.26233.33-0.35-252.17-151.471.9126.49264.6613.39-9.5923.0718.99-0.6374.22-2.68-163.3677.2912.42100.97132.19-0.36-157.1471.880.984.26230.6711.3572.23132.7812.42100.97132.190.01-17.21-149.95
22Q3 (12)2470.410.00.38-39.68280.950.23-47.73156.11.5133.63275.5814.819.6271.0219.1111.43814.354.23-2.08116.96.18-33.04130.990.638.62129.030.94-39.74280.776.59-14.19134.676.18-33.04130.9911.67-6.84466.13
22Q2 (11)246-0.4-0.40.6326.0280.00.44980.0200.01.13126.0273.8513.5113.7230.7817.15-11.01702.84.32259.41117.559.2379.22142.610.58281.25122.831.5627.87281.47.68-11.52134.979.2379.22142.6111.46146.34436.32
22Q1 (10)2470.0-0.40.50266.67266.67-0.05-107.3584.380.50143.1266.6711.889.1912.8219.2776.79370.0-2.7177.0380.745.15113.35134.4-0.3275.078.381.22262.67264.868.68125.07165.365.15113.35134.417.41111.9179.25
21Q4 (9)2470.00.0-0.30-42.86-314.290.68265.85718.18-1.16-34.88-197.4410.8825.64-23.9710.90421.5370.85-11.8052.86-242.03-38.58-93.48-4983.54-1.2841.01-161.22-0.75-44.23-308.33-34.62-82.11-3706.25-38.58-93.48-4983.544.73-1.43136.34
21Q3 (8)2470.0-0.4-0.2140.025.0-0.416.828.89-0.86-32.31-59.268.66-16.17-11.812.09295.33-76.33-25.03-1.71-112.3-19.947.94-129.46-2.1714.57-87.07-0.5239.5324.64-19.0113.43-166.99-19.947.94-129.46-9.0411.66-15.34
21Q2 (7)247-0.40.0-0.35-16.670-0.44-37.5-320.0-0.65-116.67-150.010.33-1.91.87-1.07-126.1-104.35-24.61-74.91-420.44-21.66-44.69-615.71-2.54-71.62-425.64-0.86-16.22-8500.0-21.96-65.36-941.38-21.66-44.69-615.71-14.16-165.48-114.20
21Q1 (6)2480.40.4-0.30-314.29-20.0-0.32-190.91-45.45-0.3023.08-20.010.53-26.4220.94.10-35.74-67.43-14.07-307.83-85.38-14.97-1994.94-91.43-1.48-202.04-124.24-0.74-305.56-17.46-13.28-1483.33-57.53-14.97-1994.94-91.439.65-82.15-57.67
20Q4 (5)247-0.40.410.14150.0113.33-0.1175.5652.17-0.3927.78-107.1314.3145.7237.866.38-27.75360.41-3.4570.7489.940.79109.09101.49-0.4957.7686.240.36152.17113.950.96113.48101.790.79109.09101.49--0.00
20Q3 (4)2480.40.0-0.2800.0-0.45-325.00.0-0.54-107.690.09.82-3.160.08.83-64.090.0-11.79-253.520.0-8.69-306.90.0-1.16-248.720.0-0.69-6800.00.0-7.12-372.80.0-8.69-306.90.0--0.00
20Q2 (3)2470.00.00.00100.00.00.20190.910.0-0.26-4.00.010.1416.420.024.5995.310.07.68201.190.04.20153.710.00.78218.180.0-0.0198.410.02.61130.960.04.20153.710.0--0.00
20Q1 (2)2470.410.0-0.2576.190.0-0.224.350.0-0.25-104.570.08.71-16.090.012.59613.880.0-7.5977.860.0-7.8285.210.0-0.6681.460.0-0.6375.580.0-8.4384.250.0-7.8285.210.0--0.00
19Q4 (1)2460.00.0-1.050.00.0-0.230.00.05.470.00.010.380.00.0-2.450.00.0-34.280.00.0-52.890.00.0-3.560.00.0-2.580.00.0-53.530.00.0-52.890.00.0--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)
2024/102.13-7.62-41.3222.65-54.216.66N/A本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/92.33.3-47.1320.52-55.236.760.78本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/82.230.3-55.6318.22-56.086.130.86本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/72.2232.47-62.7615.99-56.146.980.76本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/61.68-45.51-72.0413.77-54.847.670.67本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/53.085.81-48.4812.09-50.628.720.59本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/42.916.62-43.099.01-51.317.190.72本月營收較去年同月減少,主係合併子公司因市場需求減緩所致。
2024/32.7375.97-48.086.1-54.466.10.95營收減少係合併子公司太極配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,並申請客戶認證。
2024/21.55-14.53-65.643.37-58.586.380.91營收減少係合併子公司太極配合市場大尺寸電池M10的需求,進行太陽能電池生產線改造及優化,並申請客戶認證。
2024/11.82-39.66-49.771.82-49.777.880.73-
2023/123.01-1.69-34.0955.543.729.70.579-12月營收減少係合併子公司太極進行太陽能電池生產線改造及優化影響產能致營收銳減。自動化本業營收較去年累計成長24%。
2023/113.06-15.62-32.9852.537.2511.050.59-11月營收減少係合併子公司太極進行太陽能電池生產線改造及優化影響產能致營收銳減。自動化本業營收較去年累計成長24%。
2023/103.63-16.77-16.649.4711.3913.010.429-10月營收減少係合併子公司太極進行太陽能電池生產線改造及優化影響產能致營收銳減。自動化本業營收較去年累計成長25%。
2023/94.36-13.32.0245.8414.4315.350.44-
2023/85.03-15.81-1.2741.4815.9217.00.4-
2023/75.97-0.5516.8336.4618.7717.950.38-
2023/66.00.417.930.4919.1517.10.41-
2023/55.9816.8930.7724.4819.4716.350.43-
2023/45.12-2.7224.6118.516.2214.890.47-
2023/35.2616.4433.0913.3913.313.390.65-
2023/24.5224.9412.728.133.3612.690.69-
2023/13.61-20.82-6.343.61-6.3412.750.69-
2022/124.56-0.035.1453.5431.3313.480.73-
2022/114.574.9920.6948.9834.4513.190.75-
2022/104.351.8241.6644.4136.0513.710.72-
2022/94.27-16.161.8140.0635.4614.470.7111年9月營收較去年同期增加,主係因廣運接單高度成長,接單工程多採完工比例法之認列營收增加。
2022/85.09-0.3662.9535.7932.8715.290.66111年8月營收較去年同期增加,主係因廣運接單高度成長,接單工程多採完工比例法之認列營收增加。
2022/75.110.3472.2730.728.9214.770.69111年7月營收較去年同期增加,主係因廣運接單高度成長,接單工程多採完工比例法之認列營收增加。
2022/65.0911.3650.6425.5922.7513.770.74111年6月營收較去年同期增加,主係因廣運接單暢旺,接單工程採完工比例法之認列營收增加。
2022/54.5711.3946.2820.4917.3612.630.8-
2022/44.13.898.1715.9211.0512.060.84-
2022/33.95-1.3715.2911.8212.0911.820.85-
2022/24.013.819.297.8610.5412.20.83-
2022/13.86-10.932.733.862.7311.980.84-
2021/124.3314.51-30.0140.76-5.311.190.91-
2021/113.7823.23-10.1236.43-1.149.491.07-
2021/103.0716.3-27.2432.640.08.831.15-
2021/92.64-15.5-21.9429.574.058.731.23-
2021/83.125.32-2.2826.937.569.471.14-
2021/72.97-12.24-6.8423.819.019.471.13-
2021/63.388.14-1.5820.8411.7110.31.57-
2021/53.13-17.63-7.7717.4614.7110.351.56-
2021/43.7910.7218.6614.3421.1610.581.53-
2021/33.432.0521.6110.5422.0810.541.67-
2021/23.36-10.69.037.1122.3113.311.33-
2021/13.76-39.3237.273.7637.2714.161.25-
2020/126.1947.0742.0443.04-1.6514.621.22-
2020/114.21-0.2532.9336.85-6.4811.811.51-
2020/104.2224.7844.5232.64-9.9310.81.65-
2020/93.385.76-9.5128.42-14.79.762.03-
2020/83.20.42-5.7825.04-15.369.822.02-
2020/73.18-7.29-19.4621.84-16.610.011.98-
2020/63.431.33-24.8718.66-16.0910.021.88-
2020/53.395.99-22.2415.22-13.829.412.0-
2020/43.213.47-19.9211.83-11.059.12.07-
2020/32.82-8.49-22.818.63-7.258.632.3-
2020/23.0812.547.845.822.7810.171.95-
2020/12.74-37.21-2.372.74-2.3710.261.94-
2019/124.3637.6411.5343.76-21.110.0N/A-
2019/113.178.44-23.2939.41-23.580.0N/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)2480.43.1968.78-0.20055.513.5820.7011.17-1.69011.6540.7-0.9407.5465.357.9669.36
2022 (9)2470.01.8900.26053.5932.6518.62345.450.9908.2800.5304.5604.70
2021 (8)2470.0-1.160-0.50040.4-6.04.18-66.53-18.500-24.100-7.480-9.080-2.870
2020 (7)2470.41-0.390-0.58042.98-1.5112.4969.7-3.570-2.320-1.530-1.030-0.970
2019 (6)246-1.25.370-1.48043.64-21.347.360-17.05022.800-7.4409.8013.450
2018 (5)2490.0-0.6800.5442.1155.48-36.68-3.530-18.990-27.930-10.530-13.610-1.70
2017 (4)2490.0-0.8900.38087.62-9.694.12115.71-6.180-10.280-5.420-8.590-2.220
2016 (3)249-1.19-1.940-1.56097.02-11.281.91-79.68-8.030-7.540-7.790-8.640-4.820
2015 (2)2522.020.30-59.46-0.490109.356.529.40-9.270.6535.422.54-1.550.7144.92.73.450.75-59.24
2014 (1)2470.00.740-0.110102.6629.1510.3600.4802.5800.4902.6101.840

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