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)305-0.330.0-0.84-16.67-127.03-0.8112.9-22.73-1.90-79.25-13.772.480.8117.5431.74251.8820.87-99.0513.76-5.05-103.18-15.23-95.27-2.4613.07-23.62-2.56-15.84-128.57-103.01-15.28-95.69-103.18-15.23-95.276.32-64.22-9.98
24Q2 (19)3060.00.33-0.72-111.76-12.5-0.93-32.86-10.71-1.06-211.7619.082.4611.8278.269.0210.81169.28-114.86-17.937.92-89.54-89.136.18-2.83-32.24-10.55-2.21-112.5-13.92-89.36-89.5236.17-89.54-89.136.18-20.02-18.663.66
24Q1 (18)3060.330.33-0.3474.4449.25-0.7040.172.78-0.3488.6749.252.2-51.861.858.14-76.84-54.6-97.42-24.874.41-47.3546.7449.67-2.1439.892.73-1.0474.3848.77-47.1546.9249.8-47.3546.7449.6732.37-92.51-18.55
23Q4 (17)3050.00.66-1.33-259.46-269.44-1.17-77.27-431.82-3.00-79.64-689.474.57116.598.5535.1433.82-30.0-78.0217.26-380.42-88.91-68.26-246.09-3.56-78.89-423.53-4.06-262.5-275.93-88.82-68.73-246.01-88.91-68.26-246.0984.75-108.63-27.92
23Q3 (16)3050.00.33-0.3742.19-311.11-0.6621.43-40.43-1.67-27.48-8250.02.1152.9-41.7126.26301.69-37.89-94.2949.04-140.54-52.8462.34-593.44-1.9922.27-40.14-1.1242.27-300.0-52.6462.4-600.93-52.8462.34-593.448.3923.342.38
23Q2 (15)3050.00.33-0.644.48-3300.0-0.84-16.67-200.0-1.31-95.52-1971.431.38-36.11-59.05-13.02-172.62-129.92-185.03-81.56-628.75-140.30-49.14-7445.55-2.56-16.36-201.18-1.944.43-3333.33-140.00-49.05-7030.69-140.30-49.14-7445.55-42.40-40.81-121.97
23Q1 (14)3050.661.33-0.67-86.11-1440.0-0.72-227.27-554.55-0.67-76.32-1440.02.16-48.69-40.3317.93-64.28-73.61-101.91-527.52-947.38-94.07-266.17-2556.14-2.2-223.53-528.57-2.03-87.96-1550.0-93.93-265.91-2496.17-94.07-266.17-2556.14-16.20-193.06-87.04
22Q4 (13)303-0.3324.69-0.36-300.0-3700.0-0.2253.19-833.33-0.38-1800.0-111.114.2116.3-0.7150.2018.73-3.76-16.2458.57-797.0-25.69-237.14-3619.18-0.6852.11-780.0-1.08-285.71-3700.0-25.67-241.81-3308.75-25.69-237.14-3619.1811.86-425.00-7.34
22Q3 (12)3040.024.59-0.09-550.0-106.62-0.47-67.86-144.76-0.02-128.5790.03.627.42-44.942.28-2.83-48.07-39.20-54.39-180.39-7.62-498.95-115.07-1.42-67.06-144.38-0.28-566.67-108.43-7.51-471.78-114.84-7.62-498.95-115.070.25-305.00-111.21
22Q2 (11)3041.033.920.02-60.0103.08-0.28-154.5547.170.0740.0104.023.37-6.91-9.4143.51-35.96-14.16-25.39-160.9541.481.91-50.13104.82-0.85-142.8647.530.06-57.14104.052.02-48.47105.111.91-50.13104.82-10.77170.00-310.61
22Q1 (10)30123.8746.120.05400.0104.5-0.11-466.6785.140.05127.78104.53.62-14.6247.7667.9430.2511.8-9.73-517.689.493.83424.66104.08-0.35-450.084.580.14366.67106.093.92390.0104.183.83424.66104.08-25.04150.37-281.91
21Q4 (9)243-0.4126.560.01-99.26100.650.03-97.14103.33-0.1810.096.674.24-35.4678.952.16-35.94-14.792.33-95.22102.010.73-98.56100.590.1-96.88103.640.03-99.1101.020.80-98.42100.640.73-98.56100.5920.57104.99100.49
21Q3 (8)2447.4919.021.36309.23500.01.05298.11625.0-0.2088.5194.966.5776.6167.681.4260.622.3648.76212.38420.3750.57227.51384.13.2297.53633.333.32324.32574.2950.61228.09384.3350.57227.51384.164.22175.34163.25
21Q2 (7)22710.1920.11-0.6541.4462.64-0.5328.3848.04-1.74-56.7653.973.7251.8476.350.69-16.59-18.31-43.3953.1570.58-39.6657.874.52-1.6228.6347.91-1.4835.6554.88-39.5157.974.62-39.6657.874.5227.6134.4523.08
21Q1 (6)2067.2921.89-1.1127.4546.12-0.7417.7833.33-1.1179.4846.122.453.385.660.77-0.72-13.45-92.6220.1437.02-93.9824.6237.5-2.2717.4533.43-2.322.0333.91-93.8524.6437.59-93.9824.6237.5-18.08-161.28-166.11
20Q4 (5)192-6.3420.0-1.53-350.013.56-0.90-350.00.0-5.41-36.27-0.372.37-39.5451.9261.21-23.0513.46-115.98-662.0234.12-124.67-600.3931.22-2.75-358.33-0.36-2.95-321.43-4.61-124.53-599.6131.29-124.67-600.3931.22--0.00
20Q3 (4)2058.470.0-0.3480.460.0-0.2080.390.0-3.97-5.030.03.9285.780.079.5428.190.0-15.2289.680.0-17.8088.560.0-0.680.710.0-0.778.660.0-17.8088.560.0-17.8088.560.0--0.00
20Q2 (3)18911.830.0-1.7415.530.0-1.028.110.0-3.78-83.50.02.11-9.050.062.05-11.620.0-147.47-0.270.0-155.66-3.510.0-3.118.80.0-3.285.750.0-155.66-3.510.0-155.66-3.510.0--0.00
20Q1 (2)1695.620.0-2.06-16.380.0-1.11-23.330.0-2.0661.780.02.3248.720.070.2130.140.0-147.0716.470.0-150.3817.030.0-3.41-24.450.0-3.48-23.40.0-150.3817.030.0-150.3817.030.0--0.00
19Q4 (1)1600.00.0-1.770.00.0-0.900.00.0-5.390.00.01.560.00.053.950.00.0-176.060.00.0-181.250.00.0-2.740.00.0-2.820.00.0-181.250.00.0-181.250.00.0--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)
2024/100.6-22.86-35.837.7517.352.2N/A-
2024/90.78-3.98-8.997.1426.182.482.16-
2024/80.81-7.9729.146.3632.482.312.32-
2024/70.8945.4141.845.5532.982.71.99-
2024/60.61-49.4116.454.6631.422.462.33-
2024/51.284.73129.114.0534.012.442.35本月營收金額較去年同期增加,主係訂單需求增加所致。
2024/40.6511.4894.512.8514.021.713.36本月營收較去年同期增加係自委託研究開發暨生產服務(CDMO)之業務成長。
2024/30.5824.0-10.452.21.552.23.01-
2024/20.47-58.69-41.811.616.742.672.47-
2024/11.147.4862.891.1462.894.771.39本月營收較去年同期增加係由委託研究開發暨生產服務(CDMO)之業務成長。
2023/121.06-58.58-20.2310.23-30.944.571.49-
2023/112.56172.6463.649.16-32.04.361.56月營收增加係因本月達成與Sandoz所簽訂生物相似藥EG12014授權之里程碑認列其收入所致。
2023/100.949.4-28.526.6-44.582.432.8-
2023/90.8636.24-35.25.66-46.582.114.23-
2023/80.631.07-34.134.8-48.21.785.03-
2023/70.6219.38-53.114.17-49.821.675.35係因市場需求減緩及配合客戶研發時程規劃,調整工作排程所致。
2023/60.52-0.48-51.823.55-49.21.386.27係因本月配合客戶研發時程規劃,調整工作排程所致。
2023/50.5356.83-55.753.02-48.721.515.73係因本月配合客戶研發時程規劃,調整工作排程所致。
2023/40.33-48.67-69.362.5-46.941.84.82係因本月部分產線歲修及配合客戶調整生產排程所致。
2023/30.65-19.41-12.822.16-40.162.163.87-
2023/20.8115.6225.11.51-47.32.842.95-
2023/10.7-47.36-68.430.7-68.433.62.33CDMO業務仍持續成長,係因去年同期達成與Sandoz所簽訂生物相似藥EG12014授權之第五階段里程碑認列其收入所致。
2022/121.33-15.03-31.0614.81-12.744.211.75-
2022/111.5719.0826.3513.48-10.394.211.76-
2022/101.32-0.8323.5511.91-13.693.62.05-
2022/91.3338.568.1110.6-16.83.621.87月營收增加係因CDMO相關業務成長所致。
2022/80.96-28.05-44.99.27-22.413.372.0-
2022/71.3322.67-67.038.31-18.583.61.87CDMO業務仍持續成長,但因去年同期達成EG12014第四階段里程碑並認列其收入所致。
2022/61.09-8.6-4.456.9813.113.371.89-
2022/51.198.6-16.95.917.073.032.1-
2022/41.0946.02-5.74.7130.532.492.56-
2022/30.7515.64-9.753.6247.693.621.54-
2022/20.65-70.82-9.272.8777.154.81.16年營收增加主係達成生物相似藥授權之第五階段里程碑,並依IFRS15會計原則隨研發進度認列里程碑金收入及CDMO業務持續成長。
2022/12.2214.93145.332.22145.335.391.03營收增加主係本月達成與專屬授權夥伴所簽訂生物相似藥授權的第五階段里程碑及CDMO業務持續成長。
2021/121.9355.73164.4416.9758.494.240.98營收增加主因CDMO持續成長及銷售研發用之原料藥予開發免疫療法新藥公司所致。
2021/111.2416.4459.2415.0450.743.091.34月/係CDMO持續成長;年/係CDMO持續成長、銷售研發用之原料藥及自行研發產品授權銷售之里程碑金所致。
2021/101.0634.9323.7413.850.023.591.15年/係CDMO持續成長、銷售研發用之原料藥及自行研發產品(EG12014)授權銷售之里程碑金所致。
2021/90.79-54.6-70.5312.7452.736.570.57月/係因去年認列自行開發產品EG12014第三階段里程碑金;年/係CDMO持續成長、銷售研發用之原料藥及里程碑金所致。
2021/81.74-56.95220.6111.95111.036.910.54月/係CDMO持續成長及銷售研發用之原料藥;年/係CDMO持續成長、銷售研發用之原料藥、銷售快篩收入及里程碑金所致。
2021/74.04255.58472.9310.2199.436.60.56月營收大幅增加,係依研發進度逐步認列EG12014第四階段里程碑收入;年度收入增加,係里程碑金及CDMO業務持續成長。
2021/61.14-20.5176.556.1739.793.720.79月營收增加係因CDMO業務持續成長及銷售快篩試劑所致。
2021/51.4323.25150.565.0433.523.420.86月營收增加係因CDMO及銷售快篩試劑業務成長所致。
2021/41.1639.7429.743.6112.672.71.08-
2021/30.8316.25-13.022.456.062.451.0-
2021/20.71-21.11-17.81.6219.522.351.04-
2021/10.923.8986.220.986.222.411.02營收增加主因CDMO持續成長、銷售研發用之原料藥予開發免疫療法新藥公司及逐步認列授權銷售之里程碑金所致。
2020/120.73-6.21-13.8510.71124.52.370.68年營收增加係因CDMO業務持續成長,及逐步認列自行開發產品EG12014第一至三階段里程碑金、簽約授權金所致。
2020/110.78-9.5185.59.98154.394.320.37月/年營收增加係因CDMO業務持續成長,及逐步認列自行開發產品EG12014第一至三階段里程碑金、簽約授權金所致。
2020/100.86-67.86187.279.2162.654.080.39係因CDMO業務持續成長,銷售新冠肺炎快篩抗體及逐步認列自行開發產品EG12014第一至三階段里程碑金、授權簽約金所致。
2020/92.68393.88887.598.34160.343.920.35月/年營收增加係因認列自行開發產品EG12014第三階段里程碑金及CDMO業務持續成長所致。
2020/80.54-23.0874.075.6693.091.890.72月/年營收增加係因CDMO業務持續成長及逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金所致。
2020/70.79.57124.945.1295.351.920.71月/年營收增加係因CDMO業務持續成長及逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金所致。
2020/60.6412.8-35.944.4191.342.110.69年營收增加因CDMO業務持續成長及逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金所致。
2020/50.57-36.17252.733.77189.452.420.6月/年營收增加因本月CDMO業務持續成長及逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金所致。
2020/40.89-6.32171.613.2180.492.720.54月/年營收增加因本月CDMO業務持續成長及逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金所致。
2020/30.959.87143.082.31184.092.310.72月/年營收增加因本月CDMO業務持續成長及逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金所致。
2020/20.8778.72467.921.35222.42.20.76月/年營收增加因逐步認列自行開發產品EG12014第一、第二階段里程碑金、授權簽約金及CDMO業務成長。
2020/10.49-42.6881.870.4981.871.750.95自行開發產品授權簽約金/里程碑金逐步認列及CDMO成長所致。
2019/120.85101.94336.674.7769.020.0N/A月/年營收增加主係CDMO業績成長,以及授權簽約金/里程碑金逐步認列收入所致。
2019/110.4240.1246.663.9249.260.0N/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)3050.66-3.000-3.39010.23-30.9323.15-54.68-100.910-89.490-10.320-9.140-9.150
2022 (9)30324.69-0.380-1.09014.81-12.7351.08-20.68-22.340-7.800-3.310-1.140-1.160
2021 (8)24326.56-0.180-0.20016.9758.364.40-8.05-3.440-2.510-0.580-0.410-0.430
2020 (7)19220.0-5.410-3.24010.72125.2170.0430.94-91.990-97.190-9.860-10.410-10.420
2019 (6)16029.03-5.390-2.7804.7668.7953.4990.56-178.050-180.830-8.480-8.610-8.610
2018 (5)12420.39-2.970-1.2402.82-5.3728.07-27.41-133.400-130.320-3.760-3.680-3.680
2017 (4)1035.1-1.700-0.5702.9817.7938.6712.41-58.770-58.700-1.750-1.750-1.750
2016 (3)9822.5-1.150-0.4502.53145.6334.40376.45-54.460-44.410-1.380-1.130-1.120
2015 (2)801.27-1.690-0.5201.0390.747.220-153.910-130.930-1.580-1.350-1.350
2014 (1)79102.560.000-0.5100.54500.0-39.780-287.840-247.060-1.550-1.330-1.330

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。