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)1020.990.9914.1521.8894.379.29135.19-7.9332.8775.9633.4656.1511.782.642.329.04-20.8421.6846.78-45.3125.907.296.9412.1763.8-0.1614.4723.4697.4130.571.661.8725.907.296.9443.8343.0449.81
24Q2 (19)1010.031.1711.6164.2129.723.95-35.56-60.518.68164.21-17.1350.2775.9560.1538.81-26.36-29.3714.77-52.69-65.5824.14-7.238.117.43-16.7-44.8411.7263.6969.3630.07-12.64-7.3924.14-7.238.1132.5344.78-37.19
24Q1 (18)1011.032.897.0725.35-48.096.13-38.82-45.377.07-76.59-48.0928.57-10.89-40.2452.70-0.4330.8331.22-11.88-3.5526.0243.0519.258.92-21.48-42.347.1626.5-31.0934.4262.3614.0926.0243.0519.25-3.321.41-19.75
23Q4 (17)100-0.9933.335.64-22.535.0310.02-0.6963.1930.2022.6163.0732.064.26-39.4952.93-0.99156.5735.43-10.62185.2718.19-24.9136.2311.36-6.8172.645.66-22.7840.121.20-29.36157.5918.19-24.9136.231.11-20.590.11
23Q3 (16)10131.1734.677.28-18.66-3.9610.090.9139.124.639.2787.330.75-2.0412.8953.46-2.7161.4639.64-7.6267.8224.228.4614.912.19-9.589.587.335.9228.8230.01-7.584.5324.228.4614.9-18.19-26.48-4.98
23Q2 (15)771.3213.248.95-34.29154.2610.00-10.87325.5322.5465.49267.731.39-34.34131.6654.9536.4240.9342.9132.5657.3522.332.3426.0213.47-12.93265.046.92-33.4188.3332.477.6219.222.332.3426.02-22.0559.6735.93
23Q1 (14)761.3311.7613.62153.63419.8511.2282.74541.1413.62-26.46419.8547.81-9.76328.0240.2895.2515.5532.37160.6343.7421.82183.3836.0315.47135.11513.8910.39157.18480.4530.17266.5933.221.82183.3836.0342.3662.2364.12
22Q4 (13)750.010.295.37-29.16160.686.1445.5335.4618.5240.8467.7552.9894.49360.720.63-37.69-36.7212.42-47.42-23.337.70-63.47-36.786.582.33253.764.04-29.0188.578.23-71.33-48.117.70-63.47-36.7897.7643.0962.53
22Q3 (12)7510.2910.297.58115.34275.254.2279.57189.0413.15114.5245.9527.24101.03129.133.11-15.0810.6223.62-13.3829.521.0818.9682.046.4374.25196.315.69137.08312.3228.715.465.7621.0818.9682.0461.1774.8456.93
22Q2 (11)680.025.933.5234.3538.582.3534.2962.076.13133.97-29.713.5521.3113.4838.9911.8537.127.2721.0968.6517.7210.4753.823.6946.4391.192.434.0873.9127.2420.2677.9217.7210.4753.829.2230.7729.20
22Q1 (10)680.025.932.6227.18-57.611.7524.11-46.152.62-76.27-57.6111.17-2.87-18.2934.866.93-20.7722.5239.01-31.5516.0431.69-34.422.5235.48-44.01.7927.86-46.4122.6542.81-31.6316.0431.69-34.42-3.0814.5810.34
21Q4 (9)680.025.932.061.98-74.571.41-3.42220.4511.0422.532.611.5-3.2872.1632.608.92-25.0716.20-11.18113.4412.185.18-81.321.86-14.29264.711.41.45-67.8215.86-8.43-75.9612.185.18-81.32-1.85-9.24-1.36
21Q3 (8)6825.9361.92.02-20.4751.881.460.69124.629.013.33159.6511.89-0.42199.529.935.24-21.9118.2412.80.0511.580.52-16.692.1712.44201.391.380.0150.9117.3213.1312.9111.580.52-16.69-6.54-39.69-27.35
21Q2 (7)540.028.572.54-58.9144.231.45-55.38173.588.7241.1307.4811.94-12.66229.8328.44-35.36-21.6316.17-50.850.4311.52-52.9-3.841.93-57.11232.761.38-58.68220.9315.31-53.7917.0511.52-52.9-3.8445.99-41.30291.63
21Q1 (6)540.031.716.18-23.7461.823.25638.64692.686.18-42.57461.8213.67104.64266.4944.001.1326.3632.90333.47174.1724.46-62.49105.034.5782.35900.03.34-23.22659.0933.13-49.78164.6224.46-62.49105.0386.45242.66303.16
20Q4 (5)5428.5738.468.10509.02548.00.44-32.31-24.1410.76210.0936.26.6868.2670.8443.5113.5114.477.59-58.37-40.4765.21369.14428.870.51-29.172.04.35690.91806.2565.97330.05557.0765.21369.14428.87--0.00
20Q3 (4)420.00.01.3327.880.00.6522.640.03.4762.150.03.979.670.038.335.620.018.2313.230.013.9016.030.00.7224.140.00.5527.910.015.3417.280.013.9016.030.0--0.00
20Q2 (3)422.440.01.04-5.450.00.5329.270.02.1494.550.03.62-2.950.036.294.220.016.1034.170.011.980.420.00.5828.890.00.43-2.270.013.084.470.011.980.420.0--0.00
20Q1 (2)415.130.01.10-12.00.00.41-29.310.01.10-86.080.03.73-4.60.034.82-8.390.012.00-5.880.011.93-3.240.00.45-10.00.00.44-8.330.012.5224.70.011.93-3.240.0--0.00
19Q4 (1)390.00.01.250.00.00.580.00.07.900.00.03.910.00.038.010.00.012.750.00.012.330.00.00.50.00.00.480.00.010.040.00.012.330.00.0--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)
2024/1116.83-19.4449.38172.7230.457.96N/A-
2024/1020.893.2385.94155.8928.6359.83N/A113.04起合併子公司USL營收及113.08.20收購Emergent BioSolutions旗下位於美國馬里蘭康登鎮無菌製劑廠營收納入合併
2024/920.248.2299.24135.022.7856.150.97113.04起合併子公司USL營收及113.08.20收購Emergent BioSolutions旗下位於美國馬里蘭康登鎮無菌製劑廠營收納入合併
2024/818.78.6788.55114.7615.052.881.03113.04起合併子公司USL營收及113.08.20收購Emergent BioSolutions旗下位於美國馬里蘭康登鎮無菌製劑廠營收納入合併
2024/717.211.4261.1496.066.8851.061.06113.04起合併子公司Upsher-Smith Laboratories營收
2024/616.970.548.4878.85-0.4350.270.99-
2024/516.882.7755.7561.88-8.6840.831.22113.04起合併子公司Upsher-Smith Laboratories營收
2024/416.43118.2580.0845.0-20.9432.751.52113.04起合併子公司Upsher-Smith Laboratories營收
2024/37.53-14.45-42.5328.57-40.2228.570.83-
2024/28.8-28.18-44.1421.05-39.3530.550.78-
2024/112.2528.91-35.3712.25-35.3733.020.72-
2023/129.5-15.64-43.4141.9535.2632.010.6712月單月減少原因:子公司安成藥業11204起調整產品架構
2023/1111.270.26-32.47132.4550.2532.660.6611月單月減少原因:子公司安成藥業11204起調整產品架構
2023/1011.2410.57-42.81121.1969.5431.320.6910月單月減少原因:子公司安成藥業11204起調整產品架構
2023/910.162.45-43.69109.95111.630.760.75111.09起合併子公司安成國際藥業營收
2023/89.92-7.12111.399.79195.4232.020.72111.09起合併子公司安成國際藥業營收
2023/710.68-6.54143.9189.87209.032.940.7111.09起合併子公司安成國際藥業營收
2023/611.435.42185.079.19220.5431.380.63111.09起合併子公司安成國際藥業營收
2023/510.8418.82115.9867.76227.4233.060.6111.09起合併子公司安成國際藥業營收
2023/49.12-30.35103.0256.93263.0937.970.52111.09起合併子公司安成國際藥業營收
2023/313.1-16.86220.8847.81327.8847.810.38111.09起合併子公司安成國際藥業營收
2023/215.75-16.89376.9234.71389.4751.370.35111.09起合併子公司安成國際藥業營收
2023/118.9613.74400.4118.96400.4152.310.34111.09起合併子公司安成國際藥業營收
2022/1216.67-0.11358.18104.82113.9153.00.37111.09起合併子公司安成國際藥業營收
2022/1116.68-15.09341.7288.1594.0554.380.36111.09起合併子公司安成國際藥業營收
2022/1019.658.87381.5271.4871.6242.390.46111.09起合併子公司安成國際藥業營收
2022/918.05284.53308.6551.8337.9527.120.86111.09起合併子公司安成國際藥業營收
2022/84.697.2115.9433.781.8813.081.78-
2022/74.389.229.4529.08-0.0613.411.74-
2022/64.01-20.19.4424.71-3.9413.520.78-
2022/55.0211.6918.1520.7-6.1713.60.77-
2022/44.499.728.515.68-11.9711.890.89-
2022/34.0923.95-24.7511.19-18.1711.190.84-
2022/23.3-12.8-16.467.09-13.8310.730.88-
2022/13.794.14-11.393.79-11.3911.20.84-
2021/123.64-3.71.9749.06174.0811.50.8109.12起合併加拿大子公司營收
2021/113.78-7.44147.4145.43216.9112.270.74109.12起合併加拿大子公司營收
2021/104.08-7.6174.2441.65225.1912.550.73109.12起合併加拿大子公司營收
2021/94.429.1201.2937.57231.8911.850.84109.12起合併加拿大子公司營收
2021/84.0519.7206.4433.15236.4411.090.9109.12起合併加拿大子公司營收
2021/73.38-7.67185.3629.1241.0911.290.88109.12起合併加拿大子公司營收
2021/63.66-13.74182.5225.72250.0812.050.81109.12起合併加拿大子公司營收
2021/54.252.57241.9622.06264.5513.830.71109.12起合併加拿大子公司營收
2021/44.14-23.9282.3317.81270.3713.540.72109.12起合併加拿大子公司營收
2021/35.4437.6348.0513.67266.8913.670.78109.12起合併加拿大子公司營收
2021/23.95-7.5235.698.23227.6411.80.9109.12起合併加拿大子公司營收
2021/14.2819.85220.544.28220.549.371.14109.12起合併加拿大子公司營收
2020/123.57133.63146.6917.917.056.581.65109.12起合併加拿大子公司營收
2020/111.532.5916.7514.333.524.482.42-
2020/101.491.528.5212.812.144.282.54-
2020/91.4710.9731.3811.32-0.543.970.77-
2020/81.3211.46-22.19.85-4.013.80.8-
2020/71.19-8.5913.348.53-0.433.720.82-
2020/61.34.399.827.35-2.353.620.79-
2020/51.2414.67-0.86.05-4.613.540.81-
2020/41.08-10.82-14.974.81-5.543.480.82-
2020/31.213.09-22.543.73-2.43.730.73-
2020/21.18-11.6723.972.5111.633.960.69-
2020/11.33-7.752.611.332.610.0N/A-
2019/121.4510.5726.9215.2911.420.0N/A107.03起合併益邦營收
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)10033.3329.3960.641.32185.95142.035.3249.2377.3436.97101.821.6362.0252.49173.140.64120.8730.3117.67
2022 (9)7510.2918.3066.2114.4590.89104.94114.1627.76-18.6418.32-14.1913.35-12.7519.2283.7518.479.6913.9285.6
2021 (8)6825.9311.013.097.57269.2749.0172.2234.12-12.7621.3569.9815.30-52.410.46362.8310.2472.17.529.76
2020 (7)5438.4610.6835.712.05-35.5318.017.7239.11-6.9912.56-44.332.1461.12.26-34.495.9583.085.7889.51
2019 (6)3944.447.87-50.533.18125.5315.2911.4442.0529.5422.5565.219.95-38.433.4584.493.25-33.263.05-31.15
2018 (5)278.015.912741.071.41840.013.72283.2432.46-7.8113.65162.532.40655.241.87884.214.872605.564.433064.29
2017 (4)258.70.56-46.670.15-44.443.5826.535.21-16.195.20-51.814.29-50.520.19-38.710.18-35.710.14-44.0
2016 (3)234.551.05-30.00.2750.02.8318.9142.01-1.0610.7935.388.67-38.770.3163.160.28-20.00.25-26.47
2015 (2)220.01.5094.810.18-18.182.389.1742.46-4.157.97-32.1714.1685.830.19-26.920.3575.00.34100.0
2014 (1)2237.50.77220.830.22340.02.18134.4144.30011.7507.6200.261200.00.21900.00.17325.0

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