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)2010.01.522.6845.65-8.222.3333.9118.276.9462.91-26.33156.121.3815.229.5924.380.214.3326.984.093.3844.44-18.366.7728.9520.255.3945.28-6.594.7834.65-12.933.3844.44-18.363.3710.84128.06
24Q2 (19)2010.02.551.84-23.97-55.981.74222.22-26.274.2676.03-34.56153.995.3613.057.719.05-23.443.41118.59-34.32.34-28.22-60.345.25130.26-25.743.71-23.98-54.653.55-14.66-53.962.34-28.22-60.340.6914.5973.33
24Q1 (18)2012.033.082.4253.163.860.54-75.57-75.452.42-77.923.86146.15-3.995.257.07-17.21-23.241.56-57.38-64.33.2668.042.522.28-59.07-62.444.8856.417.254.1649.64-6.523.2668.042.524.173.63-31.69
23Q4 (17)197-0.511.031.58-45.89-41.262.2112.18-29.6210.9616.35-3.52152.2212.344.038.54-10.76-16.683.66-12.02-34.881.94-53.14-44.415.57-1.07-32.243.12-45.93-40.572.78-49.36-43.031.94-53.14-44.415.91-38.02-2.18
23Q3 (16)1981.021.542.92-30.14-31.291.97-16.53-31.129.4244.78.65135.5-0.53-4.879.57-4.97-10.644.16-19.85-28.154.14-29.83-27.375.63-20.37-31.675.77-29.46-30.45.49-28.79-27.484.14-29.83-27.37-1.2124.63-4.63
23Q2 (15)1960.510.514.1879.465.872.367.27-0.426.51179.447.29136.22-1.915.2110.079.34-5.715.1918.76-8.795.9085.5346.777.0716.475.058.1879.7866.67.7173.2632.475.9085.5346.77-3.5033.01-11.34
23Q1 (14)1950.00.02.33-13.3822.632.20-29.9410.02.33-79.4922.63138.86-5.143.639.21-10.15-18.934.37-22.24-22.793.18-8.88-14.056.07-26.1610.974.55-13.3323.314.45-8.81-16.513.18-8.88-14.05-1.19-25.05-10.08
22Q4 (13)1950.03.722.69-36.712.673.149.79116.5511.3631.0337.86146.322.7227.1210.25-4.318.225.62-2.9454.43.49-38.77-16.118.22-0.2496.185.25-36.676.714.88-35.54-9.293.49-38.77-16.1111.5915.9715.23
22Q3 (12)1950.04.284.2568.6578.572.8620.6849.748.6796.1554.0142.4420.4770.1810.710.28-6.955.791.760.355.7041.799.28.2422.4470.68.2968.8485.877.5730.0716.15.7041.799.221.3850.6419.59
22Q2 (11)1950.04.282.5232.6317.212.3718.539.414.42132.6336.0118.2422.347.6210.68-5.99-8.485.690.533.834.028.65-18.296.7323.0353.34.9133.0622.145.829.19-6.884.028.65-18.293.152.5828.21
22Q1 (10)1953.724.281.90-27.4871.172.0037.9370.941.90-76.9471.1796.68-16.047.1811.3631.032.995.6655.4923.313.70-11.0622.525.4730.5581.133.69-25.077.45.33-0.9327.513.70-11.0622.5210.75-8.706.93
21Q4 (9)1880.530.532.6210.08140.371.45-24.0818.858.2446.3668.85115.137.5159.958.67-24.67-21.043.64-36.92-11.224.16-20.3151.824.19-13.2542.034.9210.31141.185.38-17.4853.284.16-20.3151.8221.0010.39-5.86
21Q3 (8)1870.00.02.3810.790.41.9112.3542.545.6373.2348.1683.74.4926.0911.51-1.37-10.365.775.2912.925.226.155.364.8310.0242.484.4610.9590.66.524.3242.365.226.155.3613.2152.2028.82
21Q2 (7)1870.0-0.532.1593.6965.381.7045.351.793.25192.7927.9580.121.9438.3911.675.8-9.815.4819.3910.264.9262.9122.394.3945.3652.434.0293.2764.756.2549.5218.374.9262.9122.396.6247.7620.60
21Q1 (6)1870.00.01.111.83-10.481.17-4.15.411.11-77.25-10.4865.69-8.7119.4811.030.46-14.434.5911.95-9.653.0210.22-25.623.022.377.862.081.96-10.344.1819.09-20.083.0210.22-25.62-0.15-5.49-6.53
20Q4 (5)1870.00.541.09-12.822.471.22-8.9623.234.8828.4229.171.968.418.3910.98-14.494.474.10-19.7716.482.74-18.4518.612.95-12.9826.072.04-12.8223.643.51-23.3616.232.74-18.4518.61--0.00
20Q3 (4)187-0.530.01.25-3.850.01.3419.640.03.8049.610.066.3814.690.012.84-0.770.05.112.820.03.36-16.420.03.3917.710.02.34-4.10.04.58-13.260.03.36-16.420.0--0.00
20Q2 (3)1880.530.01.304.840.01.120.90.02.54104.840.057.885.270.012.940.390.04.97-2.170.04.02-0.990.02.882.860.02.445.170.05.280.960.04.02-0.990.0--0.00
20Q1 (2)1870.540.01.2439.330.01.1112.120.01.24-67.20.054.98-17.190.012.8922.650.05.0844.320.04.0675.760.02.819.660.02.3240.610.05.2373.180.04.0675.760.0--0.00
19Q4 (1)1860.00.00.890.00.00.990.00.03.780.00.066.390.00.010.510.00.03.520.00.02.310.00.02.340.00.01.650.00.03.020.00.02.310.00.0--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)
2024/1045.64-13.6-0.6501.99.94152.66N/A-
2024/952.83-2.57.46456.2611.12156.120.46-
2024/854.1910.3520.09403.4311.62154.310.47-
2024/749.1-3.7519.12349.2510.41156.550.46-
2024/651.02-9.589.04300.149.11153.990.46-
2024/556.4321.2326.09249.139.12149.560.47-
2024/446.54-0.084.15192.74.98129.420.55-
2024/346.5828.37-3.34146.155.25146.150.52-
2024/236.29-42.65-23.2699.579.82155.880.49-
2024/163.2812.3745.963.2845.9169.580.45-
2023/1256.3112.6513.76562.811.73152.220.48-
2023/1149.998.85-1.1506.4811.51145.060.5-
2023/1045.92-6.59-0.76456.513.09140.20.52-
2023/949.168.957.08410.5814.89135.50.57-
2023/845.129.46-8.05361.4216.04133.120.58-
2023/741.22-11.89-13.14316.320.55132.760.58-
2023/646.794.544.64275.0827.99136.220.54-
2023/544.750.1424.04228.334.12137.630.53-
2023/444.69-7.2819.32183.5436.84140.170.52-
2023/348.21.9138.11138.8643.62138.860.48-
2023/247.299.0385.3990.6646.74140.160.48112年2月單月合併營收較去年同期增加,主要係工程收入增加所致。
2023/143.37-12.3819.5643.3719.56143.410.46-
2022/1249.5-2.0617.08503.6746.16146.320.43-
2022/1150.549.2219.79454.1750.23142.720.44111年1~11月累計合併營收較去年同期增加,主要係工程收入增加所致。
2022/1046.270.851.07403.6255.16141.250.44111年10月單月及111年1~10月累計合併營收較去年同期增加,主要係工程收入增加所致。
2022/945.91-6.4563.17357.3555.71142.440.45111年9月單月及111年1~9月累計合併營收較去年同期增加,主要係工程收入增加所致。
2022/849.073.474.2311.4554.67141.240.46111年8月單月及111年1~8月累計合併營收較去年同期增加,主要係工程收入增加所致。
2022/747.466.1473.2262.3751.49128.240.5111年7月單月及111年1~7月累計合併營收較去年同期增加,主要係工程收入增加所致。
2022/644.7123.9262.89214.9147.41118.240.53111年6月單月合併營收較去年同期增加,主要係工程收入增加所致。
2022/536.08-3.6633.02170.2143.82108.420.58-
2022/437.457.3146.64134.1347.0397.850.64-
2022/334.936.826.2396.6847.1896.680.52-
2022/225.51-29.6847.9661.7862.4104.060.48民國111年截至2月止累計合併營收較去年同期增加,主要係工程收入增加所致。
2022/136.28-14.1974.3736.2874.37120.740.41111年1月單月合併營收較去年同期增加,主要係工程收入增加所致。
2021/1242.270.1965.03344.5937.17115.10.31110年12月單月合併營收較去年同期增加,主要係工程收入增加所致。
2021/1142.1937.7563.11302.3134.01100.950.35110年11月單月合併營收較去年同期增加,主要係工程收入增加所致。
2021/1030.638.8749.6260.1230.2486.930.41-
2021/928.13-0.1310.66229.4928.0383.70.46-
2021/828.172.8125.24201.3630.983.010.46-
2021/727.4-0.1748.34173.1931.8781.960.47-
2021/627.451.236.79145.7929.1780.10.42-
2021/527.126.1949.79118.3427.5380.30.42-
2021/425.54-7.6129.5891.2222.1370.420.48-
2021/327.6460.3451.9965.6919.4665.690.48110年3月單月營收較去年同期增加,主要係工程收入及銷貨收入增加所致。
2021/217.24-17.133.5238.043.3863.660.5-
2021/120.8-18.783.2720.83.2772.290.44-
2020/1225.61-0.97-4.52251.23.8771.960.4-
2020/1125.8726.3516.17225.584.9271.760.4-
2020/1020.47-19.4618.4199.723.6268.390.42-
2020/925.4213.0226.76179.242.1666.380.45-
2020/822.4921.7725.65153.82-1.061.030.49-
2020/718.47-7.94-13.78131.33-4.4756.640.53-
2020/620.0610.814.34112.86-2.7657.880.6-
2020/518.1-8.13-4.692.8-4.1756.00.62-
2020/419.718.36-3.0474.69-4.0654.550.64-
2020/318.199.218.8854.98-4.4254.980.62-
2020/216.65-17.332.7136.8-9.8763.630.53-
2020/120.14-24.91-18.1620.14-18.1669.240.49-
2019/1226.8320.4913.4241.83-0.950.0N/A-
2019/1122.2728.7822.4215.0-2.490.0N/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)1971.0310.47-3.868.75-15.62562.811.749.32-12.824.33-23.93.73-12.8524.34-15.0728.37-5.3121.62-2.39
2022 (9)1953.7210.8939.6210.3766.72503.6746.1710.691.715.6919.294.28-2.2828.6674.4429.9654.4322.1543.18
2021 (8)1880.537.8060.826.2229.31344.5937.1810.51-14.834.77-0.214.3825.516.4336.819.468.715.4769.26
2020 (7)1870.544.8529.684.8153.18251.23.8712.3416.314.7841.03.4925.9912.0146.6411.529.079.1430.01
2019 (6)1863.333.74-11.163.14-5.42241.83-0.9510.61-8.143.39-5.572.77-13.448.19-6.518.91-10.997.03-11.35
2018 (5)1804.054.2119.943.324.4244.1620.811.551.43.59-9.343.20-0.318.769.3610.0122.977.9321.44
2017 (4)1734.853.5118.983.1817.78202.128.3711.39-5.483.965.63.2117.158.0114.438.1420.956.5326.8
2016 (3)1650.02.958.062.7021.62186.513.4312.057.883.7517.552.747.457.021.956.7314.855.1512.2
2015 (2)1650.02.7318.72.226.22180.3220.4911.17-4.943.19-5.342.55-0.785.7413.895.8625.214.5919.22
2014 (1)1650.02.3071.642.09115.46149.656.5711.7503.3702.5705.04100.04.6867.143.8572.65

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