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)1140.8828.09-0.94-123.81-304.35-0.62-2166.67-381.82-1.25-331.03-252.448.9254.330.22-4.38-133.87-137.47-10.03-373.3-269.71-12.28-41.64-461.18-0.9-528.57-269.81-1.07-122.92-360.98-14.08-173.4-283.33-12.28-41.64-461.1820.62-261.90-1123.96
24Q2 (19)1133.6731.4-0.42-400.0-250.00.03-81.25-66.67-0.29-307.14-178.385.78-13.08-8.2512.93-0.151.573.67-19.87-25.71-8.67-476.96-288.890.21-30.0-32.26-0.48-420.0-300.0-5.15-223.21-172.13-8.67-476.96-288.89-10.10-125.86-48.52
24Q1 (18)10918.4826.740.14148.2855.560.16-15.79-75.00.14-72.055.566.65-7.12-39.1612.9558.7-5.134.58109.13-44.352.30160.8510.050.387.5-66.670.15155.5687.54.18189.3284.142.30160.8510.05-13.34-7.38-14.71
23Q4 (17)923.375.75-0.29-163.0475.630.19-13.64337.50.50-39.02155.567.16-19.55-5.298.16-30.225.932.19-62.94152.9-3.78-211.1875.360.16-69.81151.61-0.27-165.8574.04-4.68-160.9472.01-3.78-211.1875.3610.86-49.3765.40
23Q3 (16)893.493.490.4664.29318.180.22144.44144.90.82121.62182.768.941.2751.8811.69-8.17441.815.9119.64160.373.40-25.93314.630.5370.97192.980.4170.83355.567.687.56468.893.40-25.93314.63-0.54137.7029.25
23Q2 (15)860.0-1.150.28211.11154.550.09-85.94123.080.37311.11105.566.3-42.36-8.9612.73-6.744614.814.94-39.98187.434.59119.62227.860.31-65.56179.490.24200.0140.07.14214.54230.564.59119.62227.861.11159.34407.03
23Q1 (14)86-1.15-2.270.09107.5628.570.64900.0557.140.09110.028.5710.9344.5881.2613.65110.65191.678.23298.79447.262.09113.62113.270.9390.32742.860.08107.6933.332.27113.5880.162.09113.62113.2736.80-537.13491.83
22Q4 (13)871.1611.54-1.19-1181.82-1422.22-0.0883.67-120.0-0.90-410.34-148.917.5629.01-4.36.48289.47-53.35-4.1457.71-151.81-15.34-1970.73-2092.21-0.3145.61-149.21-1.04-1255.56-1585.71-16.72-1338.52-657.33-15.34-1970.73-2092.216.85-590.9129.02
22Q3 (12)86-1.1513.160.110.0-89.32-0.49-25.64-258.060.2961.11-84.155.86-15.32-20.81-3.42-1366.67-125.71-9.79-73.27-263.990.82-41.43-92.21-0.57-46.15-229.550.09-10.0-88.461.35-37.5-88.510.82-41.43-92.21-0.2828.57-102.10
22Q2 (11)87-1.1417.570.1157.14-60.71-0.39-178.57-202.630.18157.14-77.226.9214.76-13.390.27-94.23-97.46-5.65-138.4-202.541.4042.86-48.72-0.39-178.57-188.640.166.67-52.382.1671.43-21.741.4042.86-48.72-4.4617.46-156.78
22Q1 (10)8812.8218.920.07-22.22-86.27-0.14-135.0-143.750.07-96.2-86.276.03-23.67-17.514.68-66.31-70.64-2.37-129.66-137.620.9827.27-81.15-0.14-122.22-130.430.06-14.29-84.211.26-58.0-80.730.9827.27-81.15-8.46-56.74-52.98
21Q4 (9)782.635.410.09-91.26-89.770.4029.03-51.221.840.55-22.037.96.76-24.1813.894.44-14.527.9933.84-23.980.77-92.68-87.480.6343.18-42.730.07-91.03-89.393.00-74.47-61.980.77-92.68-87.48-0.3188.305.30
21Q3 (8)762.72.71.03267.8611.960.31-18.42-55.071.83131.6524.497.4-7.38-33.7513.3025.122.945.978.35-30.910.52285.3569.950.440.0-54.170.78271.4314.7111.75325.7253.1910.52285.3569.950.96111.380.16
21Q2 (7)740.0-1.330.28-45.1-15.150.3818.7535.710.7954.943.647.999.334.7410.63-33.31-23.585.51-12.54-27.022.73-47.5-36.810.44-4.35-2.220.21-44.74-16.02.76-57.8-57.012.73-47.5-36.81-10.28-43.58-21.11
21Q1 (6)740.00.00.51-42.05131.820.32-60.9877.780.51-78.39131.827.31-29.8537.9215.94-1.9136.716.30-40.0630.435.20-15.4571.620.46-58.1876.920.38-42.42137.56.54-17.1168.995.20-15.4571.62-18.28-23.20-21.07
20Q4 (5)740.00.00.88-4.3595.560.8218.84100.02.3660.54133.6610.42-6.7173.0916.2525.77-2.5210.5121.6410.866.15-0.6512.231.114.5892.980.66-2.94100.07.892.8711.286.15-0.6512.23--0.00
20Q3 (4)74-1.330.00.92178.790.00.69146.430.01.47167.270.011.1788.360.012.92-7.120.08.6414.440.06.1943.290.00.96113.330.00.68172.00.07.6719.470.06.1943.290.0--0.00
20Q2 (3)751.350.00.3350.00.00.2855.560.00.55150.00.05.9311.890.013.9119.30.07.5556.310.04.3242.570.00.4573.080.00.2556.250.06.4265.890.04.3242.570.0--0.00
20Q1 (2)740.00.00.22-51.110.00.18-56.10.00.22-78.220.05.3-11.960.011.66-30.050.04.83-49.050.03.03-44.710.00.26-54.390.00.16-51.520.03.87-45.420.03.03-44.710.0--0.00
19Q4 (1)740.00.00.450.00.00.410.00.01.010.00.06.020.00.016.670.00.09.480.00.05.480.00.00.570.00.00.330.00.07.090.00.05.480.00.0--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)
2024/103.02-37.81147.6924.37-10.910.1N/A本期工程投入數較去年同期增加所致
2024/94.85117.7554.7221.35-18.298.920.0本期⼯程投入數較去年同期增加所致
2024/82.2320.72-42.2516.5-28.256.20.0-
2024/71.85-13.33-3.9514.27-25.436.10.0-
2024/62.130.36-12.7712.43-27.825.780.0-
2024/52.1238.686.9610.3-30.315.490.0-
2024/41.53-16.77-18.198.18-36.096.240.0-
2024/31.84-35.99-69.616.65-39.156.650.0本期工程投入數較去年同期減少所致
2024/22.8748.3415.144.81-1.368.220.0-
2024/11.94-43.3-18.651.94-18.657.880.0-
2023/123.4235.3433.6133.2926.297.160.0-
2023/112.52107.177.7129.8825.56.880.0-
2023/101.22-61.15-54.1527.3527.448.210.0主係因本期工程投入較去年同期減少,故營業收入較去年減少。
2023/93.14-18.7379.0426.1438.978.910.01主係因能源工程相關業務執行狀況良好,故營業收入較去年增加。
2023/83.86100.8115.9423.034.868.220.01主係因能源工程相關業務執行狀況良好,故營業收入較去年增加
2023/71.92-21.3-17.1519.1425.376.350.02-
2023/62.4423.07-22.0117.2232.986.30.02-
2023/51.986.067.2114.7850.529.90.01主係因能源工程相關業務執行狀況良好,故營業收入較去年增加
2023/41.87-69.08-3.4512.860.5810.410.01本年度新承攬工程案所致
2023/36.05142.51178.4210.9381.1510.930.01本年度承攬新工程案所致
2023/22.494.7930.454.8826.377.430.01-
2023/12.38-6.8622.362.3822.367.280.01-
2022/122.569.1111.3126.36-13.857.560.01-
2022/112.34-11.81-21.6923.81-15.896.750.01-
2022/102.6651.71.6921.46-15.216.190.02-
2022/91.75-1.98-32.9518.81-17.155.860.02-
2022/81.79-22.96-11.9817.05-15.17.240.01-
2022/72.32-25.92-15.8915.27-15.457.30.01-
2022/63.1369.2-20.7512.95-15.376.920.01-
2022/51.85-4.48-16.849.82-13.55.960.02-
2022/41.94-10.846.97.97-12.686.020.02-
2022/32.1713.62-15.516.03-17.546.030.02-
2022/21.91-1.7-14.733.86-18.646.150.02-
2022/11.95-15.28-22.141.95-22.147.230.01-
2021/122.3-23.23-44.9930.6-6.777.90.01-
2021/112.9914.51-11.8528.3-1.28.220.01-
2021/102.610.02-8.3925.310.227.250.01-
2021/92.6128.66-30.7622.71.327.40.01-
2021/82.03-26.38-55.9220.097.818.740.01本月因菲律賓疫情影響,致工案進度趨緩,現已逐步恢復。
2021/72.76-30.2-1.3518.0628.748.930.01-
2021/63.9577.5585.3315.336.237.990.01主係因能源工程相關業務執行狀況良好,故營業收入較去年增加
2021/52.2322.7916.7811.3524.726.610.01-
2021/41.81-29.54-4.179.1326.836.630.01-
2021/32.5714.6750.497.3137.887.310.01主係因能源工程相關業務執行狀況良好,故營業收入較去年增加
2021/22.24-10.2436.044.7431.898.920.01-
2021/12.5-40.1428.382.528.3810.070.0-
2020/124.1723.0126.432.8363.410.420.0主係因能源工程相關業務執行狀況良好,故營業收入較去年增加。
2020/113.3919.0166.9728.6557.0310.020.0主係因能源工程相關業務執行狀況良好,故營業收入較去年增加。
2020/102.85-24.433.2625.2655.7911.230.0主係因能源工程相關業務執行狀況良好,故營業收入較去年增加。
2020/93.77-18.0867.8722.4159.2211.170.37主係因能源工程相關業務執行狀況良好,故營業收入較去年增加。
2020/84.6164.74127.5318.6357.579.530.44主係因能源工程相關業務執行狀況良好,故營業收入較去年增加
2020/72.831.1241.4614.0343.126.830.61-
2020/62.1311.8735.0611.2343.545.930.01-
2020/51.910.7653.379.145.695.510.01主係因能源工程相關業務執行狀況良好,故營業收入較去年增加。
2020/41.8910.6443.187.1943.785.250.01-
2020/31.713.6662.845.343.995.30.01主係因能源工程相關業務接單及執行狀況良好,故營業收入較去年增加
2020/21.65-15.2953.753.636.485.440.01主係因能源工程相關業務接單及執行狀況良好,故營業收入較去年增加。
2020/11.955.5524.631.9524.635.820.01-
2019/121.84-9.28-29.0520.092.680.0N/A-
2019/112.03-5.01-11.6818.247.540.0N/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)925.750.4901.15033.2826.2511.77425.455.6901.6501.8901.0400.460
2022 (9)8711.54-0.900-1.09026.36-13.862.24-83.27-5.390-3.630-1.420-0.960-0.780
2021 (8)785.411.61-27.81.41-28.4330.6-6.7913.39-4.016.45-23.44.70-11.821.97-28.621.81-20.261.44-17.71
2020 (7)740.02.23120.791.97137.3532.8363.4113.959.588.4241.755.3342.92.76131.932.27127.01.75133.33
2019 (6)740.01.01-9.010.8310.6720.092.7112.73-4.55.9418.333.73-11.41.1921.431.04.170.75-9.64
2018 (5)7423.331.11-40.960.75-42.3119.56-12.4813.33-1.845.02-36.054.21-26.140.98-44.00.96-38.460.83-35.16
2017 (4)6020.01.88-32.861.30-17.222.35-5.8213.58-4.777.85-13.645.70-19.151.75-18.981.56-23.151.28-23.35
2016 (3)500.02.808.951.5715.4423.7370.2314.26-15.529.09-14.657.05-34.62.1645.952.0340.971.6711.33
2015 (2)5028.212.57127.431.36277.7813.94120.9216.8821.2610.65154.1810.7850.351.48469.231.44380.01.5233.33
2014 (1)398.331.1300.3606.31312.4213.9204.1907.1700.2600.300.450

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