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)1044.04.00.05-83.33-86.49-0.02-125.00.00.836.41-34.651.53-5.56-33.7717.75-11.0768.25-0.62-105.09-117.563.38-81.62-79.12-0.01-105.0-112.50.05-83.33-86.494.19-83.83-79.433.38-81.62-79.12-12.68-60.41-32.50
24Q2 (19)1000.00.00.30-37.5-60.530.0860.0-87.880.7862.5-13.331.62-19.8-65.3119.9623.44-8.3612.1939.79-33.2118.39-23.2512.610.211.11-76.470.3-37.5-60.5325.92-13.431.9118.39-23.2512.61-13.36-18.75-7.50
24Q1 (18)1000.00.00.480242.860.05-75.0-28.570.48-62.2242.862.02-6.9130.3216.17-29.766.178.72-40.0332.7223.9615873.33169.520.18-43.7580.00.480242.8629.93509.57166.7623.9615873.33169.52-6.48-50.00512.50
23Q4 (17)1000.00.00.00-100.0-100.00.201100.0-31.031.270.0-30.62.17-6.06-13.5523.02118.231.3914.54311.912.450.15-99.07-97.240.32300.00.00-100.0-100.04.91-75.9-26.390.15-99.07-97.24-28.30-75.66498.49
23Q3 (16)1000.00.00.37-51.32-13.95-0.02-103.03-150.01.2741.11-24.852.31-50.5421.5810.55-51.56-35.163.53-80.66-56.1516.19-0.86-28.930.08-90.59-46.670.37-51.32-13.9520.373.66-28.9316.19-0.86-28.9375.38195.77369.92
23Q2 (15)1000.00.00.76442.86347.060.66842.862100.00.90542.86-28.574.67201.29179.6421.7843.0142.4518.25177.78134.8816.3383.6957.930.85750.0553.850.76442.86347.0619.6575.1323.216.3383.6957.9381.52221.43383.50
23Q1 (14)1000.00.00.140.0-87.160.07-75.86-90.280.14-92.35-87.161.55-38.25-78.7115.23-13.07-9.46.57-49.19-53.78.8963.42-40.890.1-68.75-90.290.140.0-87.1611.2268.22-40.518.8963.42-40.89-3.07-33.72274.57
22Q4 (13)1000.00.00.14-67.440.00.29625.0222.221.838.2847.582.5132.1139.4417.527.6824.4312.9360.6286.045.44-76.12-29.260.32113.33166.670.14-67.440.06.67-76.73-32.155.44-76.12-29.2622.9442.75329.17
22Q3 (12)1000.00.00.43152.94126.320.0433.33-66.671.6934.1352.251.913.77-7.7716.276.41-2.48.053.6-21.9222.78120.31151.430.1515.38-28.570.43152.94126.3228.6679.69113.7222.78120.31151.43-31.6534.27-31.25
22Q2 (11)1000.00.00.17-84.4-75.360.03-95.83-96.051.2615.636.961.67-77.06-75.3715.29-9.04-7.677.77-45.24-45.6610.34-31.251.170.13-87.38-86.60.17-84.4-75.3615.95-15.4324.4110.34-31.251.17113.69297.09302.08
22Q1 (10)1000.00.01.09678.57373.910.72700.0260.01.09-12.1373.917.28304.44320.8116.8119.39-26.1714.19104.17-8.2715.0495.5812.491.03758.33281.481.09678.57373.9118.8691.8613.2715.0495.5812.49145.91326.12337.50
21Q4 (9)1000.00.00.14-26.327.690.09-25.0-10.01.2411.7112.731.8-12.625.8814.08-15.54-10.836.95-32.59-4.797.69-15.12-2.040.12-42.860.00.14-26.327.699.83-26.76.047.69-15.12-2.04-41.12-49.39-54.60
21Q3 (8)1000.00.00.19-72.4658.330.12-84.2150.01.1120.6514.432.06-69.626.7416.670.6633.7910.31-27.978.379.06-11.3546.130.21-78.3590.910.19-72.4658.3313.414.670.619.06-11.3546.13111.1563.7797.90
21Q2 (7)1000.07.530.69200.0-4.170.76280.08.570.92300.00.06.78291.919.3516.56-27.27-8.214.30-7.56-6.2910.22-23.56-5.280.97259.262.110.69200.02.9912.82-23.0-10.5410.22-23.56-5.28146.84138.46190.00
21Q1 (6)1000.07.530.2376.9215.00.20100.042.860.23-79.0915.01.731.76-18.0122.7744.2147.5715.47111.9270.9413.3770.3251.420.27125.042.110.2376.9221.0516.6579.6149.4613.3770.3251.42-5.0842.6262.50
20Q4 (5)1000.07.530.138.33-62.860.1025.0-75.01.1013.4-45.01.7-11.92-44.8115.7926.73-13.347.3026.3-38.967.8526.61-26.640.129.09-67.570.138.33-60.619.2717.942.097.8526.61-26.64--0.00
20Q3 (4)1007.530.00.12-83.330.00.08-88.570.00.975.430.01.93-68.870.012.46-30.930.05.78-62.120.06.20-42.540.00.11-88.420.00.12-82.090.07.86-45.150.06.20-42.540.0--0.00
20Q2 (3)930.00.00.72260.00.00.70400.00.00.92360.00.06.2193.840.018.0416.920.015.2668.620.010.7922.20.00.95400.00.00.67252.630.014.3328.640.010.7922.20.0--0.00
20Q1 (2)930.00.00.20-42.860.00.14-65.00.00.20-90.00.02.11-31.490.015.43-15.310.09.05-24.330.08.83-17.480.00.19-48.650.00.19-42.420.011.1422.690.08.83-17.480.0--0.00
19Q4 (1)930.00.00.350.00.00.400.00.02.000.00.03.080.00.018.220.00.011.960.00.010.700.00.00.370.00.00.330.00.09.080.00.010.700.00.0--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)
2024/110.45-10.9-11.526.13-39.91.47N/A-
2024/100.51-1.92-56.465.68-41.391.53N/A去年同期專案驗收入帳金額較高
2024/90.520.51-36.915.17-39.331.532.68-
2024/80.512.03-32.064.66-39.591.582.59-
2024/70.5-11.61-31.614.14-40.411.632.51-
2024/60.570.98-71.623.64-41.451.622.92去年第二季專案驗收入帳金額較高
2024/50.5615.6-20.33.07-27.121.592.98-
2024/40.49-9.56-75.122.51-28.52.042.32去年同期專案驗收入帳金額較高
2024/30.54-46.74-10.952.0230.182.022.4-
2024/21.01112.699.821.4956.341.992.44本月專案驗收入帳金額較高
2024/10.48-5.886.90.486.91.493.26-
2023/120.51-0.71-23.5210.7-19.862.172.31-
2023/110.51-56.16-55.1610.19-19.672.492.02去年同期專案驗收入帳金額較高
2023/101.1642.1262.669.69-16.192.731.84本月專案驗收入帳金額較高
2023/90.828.2413.398.52-21.382.312.52-
2023/80.752.7123.727.71-23.853.491.67-
2023/70.73-63.3228.796.95-26.93.441.69-
2023/62.0183.62191.716.22-30.454.671.49本月專案驗收入帳金額較高
2023/50.71-63.9250.264.22-48.923.272.13去年第一季專案驗收入帳金額較高
2023/41.96223.77283.813.51-54.93.072.27去年第一季專案驗收入帳金額較高
2023/30.619.5-90.321.55-78.631.555.15去年第一季專案驗收入帳金額較高
2023/20.5113.736.490.95-8.031.614.97-
2023/10.44-32.66-20.390.44-20.392.243.57-
2022/120.66-41.7917.8113.357.912.513.09-
2022/111.1359.05102.7412.697.442.573.02本月專案驗收入帳金額較高
2022/100.71-0.925.4911.562.72.043.8-
2022/90.7218.099.4310.842.521.94.13-
2022/80.616.92-12.9110.122.061.874.21-
2022/70.57-16.93-19.129.513.21.734.55-
2022/60.6946.111.38.945.041.673.78-
2022/50.47-7.84-91.328.264.557.220.87去年第二季專案驗收入帳金額較高
2022/40.51-91.83-32.087.79214.177.230.87第一季專案驗收入帳金額較高
2022/36.241214.89789.867.28321.177.280.62本月專案驗收入帳金額較高
2022/20.47-14.971.721.030.691.592.85-
2022/10.56-0.35-0.160.56-0.161.682.7-
2021/120.560.161.9312.373.641.83.82-
2021/110.56-17.231.7111.813.721.893.62-
2021/100.682.7711.7811.253.822.033.37-
2021/90.66-6.026.6210.583.352.063.09-
2021/80.7-0.6914.579.923.142.023.15-
2021/70.714.310.549.222.376.740.95-
2021/60.62-88.61-87.178.512.526.790.85本月專案驗收入帳金額較低
2021/55.42621.76688.677.9125.836.870.84本月專案驗收入帳金額較高
2021/40.756.987.052.48-11.781.922.99-
2021/30.750.312.611.73-18.051.734.03-
2021/20.47-16.55-37.261.03-27.961.584.42-
2021/10.561.73-17.810.56-17.811.664.19-
2020/120.55-0.05-51.2611.94-22.841.73.84本月專案驗收入帳金額較低
2020/110.55-9.04-42.9911.39-20.611.773.7-
2020/100.6-1.96-36.3110.84-18.991.833.57-
2020/90.620.98-82.5210.23-17.671.932.9本月專案驗收入帳金額較低
2020/80.61-12.85-31.329.628.056.120.91-
2020/70.7-85.41-18.479.0112.436.20.9-
2020/64.81599.7269.698.316.146.20.83本月專案驗收入帳金額較高
2020/50.69-2.02-16.963.5-18.992.072.47-
2020/40.72.55-17.962.81-19.472.132.4-
2020/30.68-8.1-20.352.11-19.962.112.95-
2020/20.749.31-21.711.42-19.772.552.44-
2020/10.68-39.66-17.540.68-17.540.0N/A-
2019/121.1316.898.5815.4768.980.0N/A本年度業績成長
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)1000.01.27-30.220.92-15.610.71-19.7818.6511.8112.622.7711.93-13.241.35-17.681.67-28.941.28-30.43
2022 (9)1000.01.8246.771.09-6.0313.357.9216.68-2.3412.28-3.5313.7536.141.644.462.3545.961.8447.2
2021 (8)1000.01.2412.731.1614.8512.373.617.084.412.7310.7910.108.841.5714.61.6112.591.2512.61
2020 (7)1007.531.10-44.721.01-39.8811.94-23.0216.36-8.2411.49-15.089.28-22.411.37-34.761.43-35.291.11-40.32
2019 (6)930.01.99116.31.68216.9815.5169.3217.8329.6713.5378.0311.9627.912.1200.02.21118.811.86116.28
2018 (5)930.00.92170.590.5396.39.1611.8413.757.767.6066.39.35142.860.789.191.01146.340.86177.42
2017 (4)930.00.34385.710.27237.58.195.4112.7619.924.5740.623.85387.340.3748.00.4178.260.31416.67
2016 (3)9330.990.07-98.290.0807.77-32.0810.6453.093.251254.170.79-96.940.25733.330.23-92.740.06-97.97
2015 (2)710.04.10298.06-0.18011.4423.016.95-46.870.24-96.2725.82224.370.03-95.03.17244.572.95298.65
2014 (1)710.01.0300.4009.3101.7413.0806.4407.9600.600.9200.740

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