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)640.00.0-0.75-1.35-294.74-0.6434.69-156.0-1.50-100.0-311.272.32-12.120.8710.07-21.39-51.02-22.0724.16-163.05-20.68-14.19-295.41-0.5133.77-168.42-0.480.0-300.0-25.02-7.29-266.33-20.68-14.19-295.41-20.57-3650.68-378.11
24Q2 (19)640.00.0-0.74-7300.0-535.29-0.98-790.91-1325.0-0.75-7400.0-183.332.64-29.03-4.6912.810.71-55.27-29.10-1002.27-577.83-18.11-13830.77-560.81-0.77-670.0-552.94-0.480-536.36-23.32-3184.51-387.19-18.11-13830.77-560.8129.90-3601.85-360.74
24Q1 (18)640.00.0-0.0196.3-101.37-0.1169.44-119.64-0.01-102.27-101.373.7288.833.0512.72-19.08-59.44-2.6483.08-121.02-0.1398.52-101.0-0.167.74-122.220100.0-100.0-0.7194.35-104.58-0.1398.52-101.037.2427.0912.72
23Q4 (17)640.00.0-0.27-42.11-165.85-0.36-44.0-200.00.44-38.0322.221.97-14.35-46.6115.72-23.54-44.24-15.60-85.94-298.73-8.81-68.45-224.61-0.31-63.16-206.9-0.17-41.67-165.38-12.57-84.04-247.02-8.81-68.45-224.61-15.66-126.94-228.25
23Q3 (16)640.00.0-0.19-211.76-35.71-0.25-412.5-177.780.71-21.111875.02.3-16.9715.5820.56-28.21-20.56-8.39-237.77-133.7-5.23-233.08-19.13-0.19-211.76-171.43-0.12-209.09-33.33-6.83-184.11-34.71-5.23-233.08-19.13-20.12-144.23-249.10
23Q2 (15)640.00.00.17-76.71270.00.08-85.7160.00.9023.29900.02.77-23.2742.7828.64-8.67-19.756.09-51.51117.53.93-69.63221.30.17-62.22240.00.11-76.6283.338.12-47.61496.13.93-69.63221.3-12.720.67-15.07
23Q1 (14)640.00.00.7378.05284.210.5655.56143.480.73102.78284.213.61-2.1739.9231.3611.25-2.9112.5660.056.2212.9483.03174.150.4555.17114.290.4780.77291.6715.5081.29127.2712.9483.03174.1541.63235.46277.78
22Q4 (13)640.00.00.41392.86156.250.36500.000.361000.0-48.573.6985.4321.3828.198.9339.077.85318.66847.627.07261.05109.790.29514.291066.670.26388.89160.08.55268.64299.537.07261.05109.7944.01176.43110.00
22Q3 (12)640.00.0-0.14-40.0-173.68-0.09-280.0-145.0-0.04-144.44-107.411.992.58-1.9725.88-27.49-35.99-3.59-228.21-145.04-4.39-35.49-173.41-0.07-240.0-143.75-0.09-50.0-175.0-5.07-147.32-166.54-4.39-35.49-173.41-11.11-96.31-179.13
22Q2 (11)640.00.0-0.10-152.63-127.780.05-78.26-80.00.09-52.63-74.291.94-24.81-14.5435.6910.5-4.782.80-65.17-70.56-3.24-168.64-132.140.05-76.19-77.27-0.06-150.0-126.09-2.05-130.06-116.15-3.24-168.64-132.14-19.97-66.94-39.13
22Q1 (10)640.00.00.1918.752000.00.230243.750.19-72.862000.02.58-15.1335.7932.3059.358.688.04865.71222.564.7240.062066.670.21800.0275.00.1220.006.82218.69663.644.7240.062066.6717.311.48-50.00
21Q4 (9)640.00.00.16-15.79-48.390.00-100.0-100.00.7029.63-11.393.0449.7511.7620.27-49.86-44.19-1.05-113.17-111.773.37-43.65-54.46-0.03-118.75-112.50.1-16.67-50.02.14-71.92-75.153.37-43.65-54.4619.59-31.50-60.00
21Q3 (8)640.00.00.19-47.22-36.670.20-20.025.00.5454.2912.52.03-10.57-7.3140.437.8715.027.97-16.1944.915.98-40.67-31.660.16-27.2733.330.12-47.83-36.847.62-39.95-22.245.98-40.67-31.664.451826.39118.12
21Q2 (7)640.00.00.363700.00.00.25256.2556.250.353600.094.442.2719.4722.737.4826.11-4.469.51244.9757.7110.084300.0-20.130.22283.33100.00.2300.012.691148.76-4.5910.084300.0-20.13-5.341798.3853.89
21Q1 (6)640.00.0-0.01-103.2394.44-0.16-148.480-0.01-101.2794.441.9-30.1518.0129.72-18.17-19.76-6.56-173.54-346.26-0.24-103.2496.68-0.12-150.0-500.00-100.0100.0-1.21-114.0586.43-0.24-103.2496.68-2.97-49.95-21.11
20Q4 (5)640.00.00.313.33-41.510.33106.25-36.540.7964.58-45.892.7224.2-33.3336.323.335.988.9262.18-10.87.40-15.43-12.110.24100.0-41.460.25.26-41.188.61-12.14-15.677.40-15.43-12.11--0.00
20Q3 (4)640.00.00.30-16.670.00.160.00.00.48166.670.02.1918.380.035.15-10.40.05.50-8.790.08.75-30.670.00.129.090.00.19-17.390.09.80-26.320.08.75-30.670.0--0.00
20Q2 (3)640.00.00.36300.00.00.1600.00.18200.00.01.8514.910.039.235.910.06.03510.20.012.62274.550.00.11650.00.00.23291.670.013.30249.10.012.62274.550.0--0.00
20Q1 (2)640.00.0-0.18-133.960.00.00-100.00.0-0.18-112.330.01.61-60.540.037.048.080.0-1.47-114.70.0-7.23-185.870.0-0.02-104.880.0-0.12-135.290.0-8.92-187.370.0-7.23-185.870.0--0.00
19Q4 (1)640.00.00.530.00.00.520.00.01.460.00.04.080.00.034.270.00.010.000.00.08.420.00.00.410.00.00.340.00.010.210.00.08.420.00.0--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)
2024/111.1735.4276.4710.726.412.59N/A本月營收較去年同期增加,主要係因本月銷售半導體設備及零件所致。
2024/100.8656.6817.639.541.462.37N/A-
2024/90.55-42.055.268.680.092.323.75-
2024/80.9516.16-18.678.13-0.232.493.49-
2024/70.8213.5436.187.182.862.633.31-
2024/60.72-33.78-45.276.36-0.282.643.23-
2024/51.0932.1656.475.6311.453.052.79本月營收較去年同期增加,主要係今年較多專案同時完成驗收所致。
2024/40.82-27.429.664.544.253.12.74-
2024/31.14-0.26-40.963.723.123.722.44-
2024/21.14-21.0529.492.5853.623.162.87本月營收較去年同期增加,主要係今年較多專案工程同時完成驗收所致。
2024/11.44151.1180.11.4480.12.683.38本月營收較去年同期增加,主要係今年較多專案工程同時完成驗收所致。
2023/120.57-13.34-72.5710.644.371.975.16本月營收較去年同期減少,主要係去年較多機台設備及專案工程同時完成驗收所致。
2023/110.66-9.72-11.5510.0724.281.925.3-
2023/100.7340.21-13.489.4127.932.434.19-
2023/90.52-55.23-31.888.6733.342.34.36-
2023/81.1794.5273.898.1542.13.093.24本月營收較去年同期增加,主要係本月較多專案同時完成驗收所致。
2023/70.6-54.3610.116.9837.872.623.83-
2023/61.3289.356.46.3741.232.773.67本月營收較去年同期增加,主要係今年較多專案工程同時完成驗收所致。
2023/50.7-7.379.615.0637.753.373.01-
2023/40.75-60.9264.734.3643.643.562.85本月營收較去年同期增加,主要係今年較多專案工程同時完成驗收所致。
2023/31.93118.78159.83.6139.93.612.76本月營收較去年同期增加,主要係今年較多機台設備及專案工程同時完成驗收所致。
2023/20.889.7938.91.68-8.463.782.63-
2023/10.8-61.76-33.390.8-33.393.652.73-
2022/122.1179.440.8710.210.343.72.72-
2022/110.75-11.69194.048.113.082.374.24本月營收較去年同期增加,主要係今年較多機台設備及專案工程同時完成驗收所致。
2022/100.8510.3920.277.356.42.294.38-
2022/90.7714.28-2.16.54.831.994.9-
2022/80.6723.1716.25.735.832.064.73-
2022/70.55-35.18-18.335.064.592.034.81-
2022/60.8432.6826.454.518.271.944.71-
2022/50.6439.19-39.543.674.811.834.97-
2022/40.46-38.38-16.73.0323.851.834.98-
2022/30.7416.9795.992.5835.542.582.5本月營收較去年同期增加,主要係今年較多機台設備及專案工程同時完成驗收所致。
2022/20.63-47.357.451.8420.543.911.65-
2022/11.2-42.0828.791.228.793.541.82-
2021/122.08714.5870.739.2410.373.041.5本月營收較去年同期增加,主要係今年較多機台設備及專業工程同時完成驗收所致。
2021/110.26-63.88-65.797.160.111.752.62本月營收較去年同期減少,主要係去年較多機台設備及專案工程同時完成驗收所致。
2021/100.71-10.14-7.196.917.782.072.21-
2021/90.7935.65-35.056.29.792.031.81-
2021/80.58-13.4317.535.4222.021.921.92-
2021/70.670.3537.394.8422.582.391.54-
2021/60.67-36.56-2.034.1720.52.271.44-
2021/51.0591.77101.923.526.021.981.65本月營收較去年同期增加,主要係今年較多機台設備及專案工程同時完成驗收所致。
2021/40.5544.99-15.132.458.521.522.16-
2021/30.38-35.86-3.521.918.01.91.7-
2021/20.59-36.89-5.221.5224.912.741.18-
2021/10.93-23.2256.280.9356.282.91.12本月營收較去年同期增加,主要係今年較多機台設備及專案工程同時完成驗收所致。
2020/121.2263.17-56.758.37-33.442.721.08本月營收較去年同期減少,主要係去年較多機台設備及專案工程同時完成驗收所致。
2020/110.75-1.99-1.897.16-26.722.721.09-
2020/100.76-37.1155.316.41-28.812.461.2本月營收較去年同期增加,主要係金額較大之資訊網路專案工程於本期驗收完成,一次性認列收入所致。
2020/91.21145.4991.615.65-33.662.191.63本月營收較去年同期增加,主要係今年較多機台設備及專案工程同時完成驗收所致。
2020/80.491.19-47.044.44-43.691.662.15-
2020/70.49-28.447.653.95-43.241.692.11-
2020/60.6830.7449.183.46-46.791.851.97-
2020/50.52-19.39-19.992.78-54.031.562.34本月營收較去年同期減少,主要係去年較多機台設備及專案工程同時完成驗收所致。
2020/40.6564.82-58.562.26-58.141.662.19本月營收較去年同期減少,主要係去年較多機台設備及專案工程同時完成驗收所致。
2020/30.39-37.0-81.381.61-57.971.612.28本月營收較去年同期減少,主要係去年較多機台設備及專案工程同時完成驗收所致。
2020/20.624.05-15.021.22-29.484.030.91-
2020/10.6-78.75-40.080.6-40.080.0N/A-
2019/122.81270.181.7112.58-0.710.0N/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)640.00.4422.220.03-94.6410.644.3125.42-15.831.14-75.742.6415.790.12-75.00.388.570.2821.74
2022 (9)640.00.36-47.830.5686.6710.210.3930.20-2.174.7096.652.28-52.890.48118.180.35-27.080.23-48.89
2021 (8)640.00.69-12.660.30-53.129.2410.3930.87-16.092.39-55.584.84-20.530.22-51.110.48-12.730.45-11.76
2020 (7)640.00.79-45.520.64-47.978.37-33.5736.79-1.265.38-34.396.09-18.470.45-56.310.55-53.780.51-45.74
2019 (6)640.01.45-13.691.23-11.5112.6-0.8737.26-6.038.20-12.867.47-13.141.03-14.171.19-15.00.94-13.76
2018 (5)640.01.6850.01.3911.212.710.2439.6510.729.4126.148.6049.831.226.321.459.091.0949.32
2017 (4)640.01.12-11.811.2535.8712.684.7135.81-1.057.4622.95.74-15.340.9528.380.88-9.280.73-10.98
2016 (3)640.01.2718.690.923.3712.1115.4436.19-13.176.07-22.486.781.950.74-9.760.972.110.8217.14
2015 (2)640.01.07-14.40.8989.3610.49-0.1941.685.177.8390.986.65-13.970.8290.70.951.060.7-13.58
2014 (1)640.01.25-1.570.47-60.8310.51-5.6639.6304.1007.7300.43-57.430.94-11.320.81-1.22

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