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)1000.01.011.1814.5663.891.0418.1870.493.0164.4830.313.0117.21-14.7423.82-6.0445.1610.57-1.5887.749.06-2.2790.741.3815.9760.471.1814.5663.8911.62-3.8983.579.06-2.2790.749.2921.6620.20
24Q2 (19)1000.020.481.0328.75-8.850.8822.22-1.121.83128.75-3.6811.11.37-14.0225.3511.6212.0210.7421.6313.899.2728.2228.041.1922.68-2.461.0330.3810.7512.0927.2624.09.2728.2228.04-11.7929.9525.39
24Q1 (18)1001.0120.480.8031.153.90.7228.5710.770.80-72.63.910.95-24.95-8.622.7124.9914.358.8365.3624.377.2372.9736.670.9724.3614.120.7929.5123.449.5068.1435.527.2372.9736.67-14.677.9310.19
23Q4 (17)990.019.280.61-15.28-8.960.56-8.224.442.9226.41-26.4514.59-4.3911.218.1710.73-14.015.34-5.15-9.344.18-12.0-0.710.78-9.31.30.61-15.2810.915.65-10.74-14.784.18-12.0-0.716.90-25.78-19.83
23Q3 (16)9919.2820.730.72-36.28-38.980.61-31.46-15.282.3121.58-30.015.2618.25.9716.41-27.49-4.315.63-40.3-12.444.75-34.39-30.350.86-29.51-7.530.72-22.58-26.536.33-35.08-23.464.75-34.39-30.3512.985.232.73
23Q2 (15)830.015.281.1346.75-22.070.8936.92-9.181.90146.75-22.1312.917.76-6.9222.6313.9517.569.4332.825.727.2436.86-4.111.2243.53-1.610.9345.31-10.589.7539.094.57.2436.86-4.11-0.4630.8440.68
23Q1 (14)830.015.280.7714.93-22.220.6544.444.840.77-80.6-22.2211.98-8.6917.5719.86-6.01-8.567.1020.54-13.25.2925.65-23.780.8510.392.410.6416.36-9.867.015.73-22.85.2925.65-23.78-8.79-14.143.47
22Q4 (13)831.2216.90.67-43.221.520.45-37.528.573.9720.334.5813.12-8.8916.7321.1323.2114.715.89-8.421.194.21-38.270.480.77-17.240.00.55-43.8817.026.63-19.8311.244.21-38.270.48-2.54-30.92-32.02
22Q3 (12)8213.8960.781.18-18.6216.830.72-26.5350.03.3035.252.814.43.8266.4717.15-10.91-17.476.43-27.91-14.276.82-9.6714.430.93-25.043.080.98-5.7788.468.27-11.363.256.82-9.6714.4319.9613.9215.77
22Q2 (11)720.041.181.4546.4642.160.9858.0671.932.44146.4610.9113.8736.1182.2619.25-11.37-22.788.929.05-6.017.558.7910.871.2449.472.221.0446.48100.09.332.755.197.558.7910.8713.3848.2367.60
22Q1 (10)721.4141.180.9950.0-16.10.6277.1419.230.99-66.44-16.110.19-9.34-13.9421.7217.9227.928.1868.3133.446.9465.6336.880.8350.9113.70.7151.0618.339.0852.3534.126.9465.6336.8810.307.6825.03
21Q4 (9)7139.2239.220.66-34.654.760.35-27.080.02.95-8.1-31.2411.2429.9416.618.42-11.36-14.64.86-35.20.214.19-29.725.830.55-15.3817.020.47-9.6246.885.96-25.5932.744.19-29.725.8321.80-17.81-21.43
21Q3 (8)510.00.01.01-0.98-9.820.48-15.790.03.2145.91-12.38.6513.67-16.120.78-16.6511.97.50-20.9715.565.96-12.487.780.65-9.72-2.990.520.0-8.778.01-9.79.285.96-12.487.78-11.03-7.27-3.08
21Q2 (7)510.013.331.02-13.56-23.880.579.62-14.932.2086.44-23.087.61-35.73-29.0124.9346.8224.469.4954.819.586.8134.3220.320.72-1.37-22.580.52-13.33-14.758.8731.028.976.8134.3220.32-6.4536.8729.09
21Q1 (6)510.013.331.1887.3-22.880.5248.57-24.641.18-72.49-22.8811.8422.8218.6416.98-21.28-19.336.1326.39-33.225.0752.25-26.730.7355.32-20.650.687.5-13.046.7750.78-26.095.0752.25-26.738.1621.7710.75
20Q4 (5)510.013.330.63-43.75-25.00.35-27.08-16.674.2917.219.449.64-6.517.5621.5716.16-12.324.85-25.27-22.523.33-39.78-28.230.47-29.85-7.840.32-43.86-15.794.49-38.74-22.183.33-39.78-28.23--0.00
20Q3 (4)5113.330.01.12-16.420.00.48-28.360.03.6627.970.010.31-3.820.018.57-7.290.06.49-25.060.05.53-2.30.00.67-27.960.00.57-6.560.07.33-9.950.05.53-2.30.0--0.00
20Q2 (3)450.00.01.34-12.420.00.67-2.90.02.8686.930.010.727.410.020.03-4.850.08.66-5.660.05.66-18.210.00.931.090.00.61-11.590.08.14-11.140.05.66-18.210.0--0.00
20Q1 (2)450.00.01.5382.140.00.6964.290.01.53-60.970.09.9821.710.021.05-14.430.09.1846.650.06.9249.140.00.9280.390.00.6981.580.09.1658.750.06.9249.140.0--0.00
19Q4 (1)450.00.00.840.00.00.420.00.03.920.00.08.20.00.024.600.00.06.260.00.04.640.00.00.510.00.00.380.00.05.770.00.04.640.00.0--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)
2024/115.6317.64-22.1145.64-9.2314.77N/A-
2024/104.789.5564.4240.02-7.0714.3N/A接單狀況良好
2024/94.37-15.2312.2235.23-12.2513.191.67-
2024/85.1540.0636.1130.87-14.8813.31.66-
2024/73.68-17.84-51.5625.72-20.8211.611.9大專案尚未驗收完成
2024/64.4829.46-21.7422.04-11.4411.11.94-
2024/53.469.23-21.8217.57-8.3710.342.08-
2024/43.16-14.9714.2214.11-4.349.632.23-
2024/33.7235.41-17.4710.95-8.6410.951.84-
2024/22.75-38.6-16.037.22-3.311.681.72-
2024/14.480.456.614.486.6116.161.24-
2023/124.46-38.31-23.0554.756.1414.591.41-
2023/117.22148.37114.7450.299.8314.021.46接單狀況良好
2023/102.91-25.22-26.5643.071.5110.581.94-
2023/93.892.816.2540.164.4115.261.44-
2023/83.78-50.16-14.9336.274.2117.091.29-
2023/77.5932.7320.5532.487.0217.731.24-
2023/65.7229.34-0.7224.893.4712.911.62-
2023/54.4259.6-1.8119.174.811.71.79-
2023/42.77-38.57-23.214.756.9610.551.98-
2023/34.5137.7823.7811.9817.6511.981.52接單狀況良好
2023/23.27-22.04-7.27.4714.2313.261.37-
2023/14.2-27.4939.324.239.3213.351.36-
2022/125.7972.1517.3551.5831.1213.121.56-
2022/113.36-15.06-8.5445.7933.110.991.86-
2022/103.968.251.6442.4238.0812.071.7接單狀況良好
2022/93.66-17.697.0938.4636.8314.41.24-
2022/84.45-29.3646.4934.840.9416.511.09-
2022/76.39.29186.130.3540.1616.561.08接單狀況良好
2022/65.7627.9275.1724.0623.6513.871.31接單狀況良好
2022/54.524.84114.2318.313.1711.751.54接單狀況良好
2022/43.61-0.9862.213.79-1.9210.781.68接單狀況良好
2022/33.643.2843.1310.18-13.9710.181.84-
2022/23.5317.03-9.296.54-29.6111.481.63-
2022/13.01-38.93-44.233.01-44.2311.631.61-
2021/124.9434.1519.239.33-3.2311.230.99-
2021/113.6840.8227.7934.4-5.789.711.14-
2021/102.61-23.58-0.4730.72-8.659.071.22-
2021/93.4212.59-10.8228.11-9.348.651.21-
2021/83.0437.94-24.1624.69-9.138.531.23-
2021/72.2-33.08-10.8621.65-6.547.591.38-
2021/63.2956.45-18.2619.45-6.027.611.1-
2021/52.1-5.47-27.9816.16-3.076.871.22-
2021/42.22-12.62-41.1314.062.218.660.96-
2021/32.55-34.54-40.9211.8418.6111.840.71-
2021/23.89-28.0426.279.2963.8513.430.63接單狀況良好
2021/15.430.54108.485.4108.4812.420.68接單狀況良好
2020/124.1443.8237.1640.6520.289.641.02-
2020/112.889.663.736.5118.639.341.06-
2020/102.62-31.528.9833.6320.1110.460.94-
2020/93.83-4.2424.4631.0121.1610.310.91-
2020/84.062.1355.3627.1720.710.50.89接單狀況良好
2020/72.47-38.63-5.5723.1716.229.411.0-
2020/64.0237.8435.1520.719.5210.720.88-
2020/52.92-22.720.8516.6816.2711.010.86-
2020/43.78-12.32-3.5413.7620.1711.170.84-
2020/34.3139.9255.229.9832.59.980.94公司接單狀況良好
2020/23.0818.7963.795.6719.248.691.08去年底接單的訂單於本月驗收入帳, 以致本月營收較去年同期增加
2020/12.59-14.1-9.872.59-9.870.0N/A-
2019/123.028.735.6133.7914.570.0N/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)9919.282.90-26.42.72-1.4554.756.1519.10-2.76.77-7.395.30-16.933.71-1.593.89-9.112.9-11.31
2022 (9)8316.93.9435.42.7644.551.5831.0819.63-0.667.318.786.3819.253.7742.84.2850.73.2754.98
2021 (8)7139.222.91-31.211.91-13.1839.35-3.219.76-2.566.72-8.325.35-0.562.64-11.412.84-4.382.11-3.65
2020 (7)5113.334.2312.22.2021.5540.6520.320.28-9.027.332.815.383.662.9823.652.9725.852.1924.43
2019 (6)4512.53.7719.31.8132.1233.7914.5422.29-0.277.1314.455.1918.222.4130.982.3634.091.7636.43
2018 (5)400.03.1685.881.3763.129.533.4822.350.636.2326.114.3943.01.8468.811.7689.251.2989.71
2017 (4)402.561.7025.00.8455.5622.115.0422.213.34.9438.383.076.231.0960.290.9334.780.6823.64
2016 (3)395.411.36-37.330.54-30.7719.21-15.4921.508.23.57-17.932.89-20.60.68-31.310.69-32.350.55-32.93
2015 (2)370.02.1752.820.7869.5722.7310.7719.871.124.3548.463.6440.540.9965.01.0252.240.8254.72
2014 (1)370.01.42-24.470.46-32.3520.52-2.4319.6502.9302.5900.6-30.230.67-23.860.53-25.35

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