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)2623.8144.440.02111.11-97.180.15165.22-44.44-0.616.15-310.341.33-16.883.9116.7689.38-26.842.55165.05-68.360.38116.45-96.150.03150.0-70.00.01125.0-92.310.48116.16-96.120.38116.45-96.1564.6487.19109.61
24Q2 (19)2110.5316.67-0.1863.27-200.0-0.2354.0-475.0-0.65-32.65-58.541.6146.1561.628.8519.92-46.36-3.9283.87-5500.0-2.3183.66-170.43-0.0662.50-0.0455.56-233.33-2.9783.2-170.55-2.3183.66-170.4336.08-45.29-52.41
24Q1 (18)195.565.56-0.49-153.8516.95-0.50-158.82-31.58-0.49-140.8316.950.65-74.054.767.38-64.96-35.99-24.30-326.2618.48-14.14-315.5544.83-0.16-159.26-33.33-0.09-156.2518.18-17.68-311.2344.82-14.14-315.5544.8310.66-62.8428.00
23Q4 (17)180.00.00.9128.17-40.910.85214.81-40.141.20313.79-11.762.595.31-4.9421.06-8.08-18.8110.7433.25-31.816.56-33.6-37.760.27170.0-34.150.1623.08-42.868.37-32.28-32.776.56-33.6-37.7662.30161.31494.90
23Q3 (16)180.00.00.71294.44144.830.27775.000.29170.73261.111.2829.2929.2922.9138.8512.918.0611614.2994.699.88201.2285.710.10150.00.13333.33160.012.36193.5941.269.88201.2285.7182.50212.47432.24
23Q2 (15)180.00.00.18130.51238.46-0.0489.4778.95-0.4130.5112.770.99135.7152.3116.5043.1-11.72-0.0799.7799.13.28112.8188.890100.0100.00.03127.27250.04.21113.14211.973.28112.8188.8925.84-3.90-18.65
23Q1 (14)180.00.0-0.59-138.31-73.53-0.38-126.760.0-0.59-143.38-73.530.42-84.0327.2711.53-55.55-24.93-29.81-289.2715.72-25.63-343.17-38.69-0.12-129.270.0-0.11-139.29-83.33-32.04-357.35-38.64-25.63-343.17-38.6940.81146.36-63.38
22Q4 (13)180.00.01.54431.0326.231.42061.361.36855.563300.02.63165.6619.5525.9427.8527.7215.75280.4320.0510.5498.125.720.41925.041.380.28460.027.2712.4542.29-0.2410.5498.125.72108.98377.0550.00
22Q3 (12)180.00.00.29323.08196.670.00100.0100.0-0.1861.784.750.9952.3162.320.298.5610.874.14153.01153.495.32244.17160.320.04180.0180.00.05350.0200.08.75332.71179.915.32244.17160.3274.64192.4275.00
22Q2 (11)180.00.0-0.1361.7680.6-0.1950.038.71-0.47-38.2445.980.6596.97109.6818.6921.6888.79-7.8177.9278.71-3.6980.0390.38-0.0558.3354.55-0.0266.6783.33-3.7683.7392.15-3.6980.0390.385.98-33.06-46.59
22Q1 (10)180.00.0-0.34-127.87-61.9-0.38-143.18-216.67-0.34-950.0-61.90.33-85.0-25.015.36-24.37-41.04-35.37-369.59-361.15-18.48-285.36-119.74-0.12-141.38-300.0-0.06-127.27-50.0-23.11-285.18-119.89-18.48-285.36-119.7487.83189.40345.08
21Q4 (9)180.00.01.22506.673150.00.88833.332100.00.04103.39104.652.2260.66178.4820.3110.984.9113.12269.511126.179.97213.041138.540.29680.02800.00.22540.02300.012.48213.971288.579.97213.041138.54178.72280.94447.31
21Q3 (8)180.00.0-0.3055.22-57.89-0.1261.29-200.0-1.18-35.63-43.90.6196.77-15.2818.3084.858.61-7.7478.9-198.84-8.8277.0-85.68-0.0554.55-150.0-0.0558.33-66.67-10.9577.14-84.34-8.8277.0-85.6833.61-81.92-48.52
21Q2 (7)180.00.0-0.67-219.05-11.67-0.31-158.330.0-0.87-314.29-38.10.31-29.55-6.069.90-62.0-33.29-36.68-378.23-12.58-38.34-355.89-17.07-0.11-266.670.0-0.12-200.0-9.09-47.91-355.85-16.06-38.34-355.89-17.07-36.92-322.02-279.17
21Q1 (6)180.00.0-0.21-425.0-600.0-0.12-400.00-0.2175.58-600.00.44-44.3-32.3126.0534.5615.73-7.67-816.82-1604.44-8.41-776.04-1084.51-0.03-400.00-0.04-300.00-10.51-900.95-1651.67-8.41-776.04-1084.51-17.29-173.03-100.00
20Q4 (5)180.05.88-0.0478.95-106.560.04200.0-92.59-0.86-4.88-127.220.799.72-31.919.3614.9-41.551.07141.31-92.57-0.9679.79-110.690.01150.0-94.12-0.0166.67-110.0-1.0582.32-109.41-0.9679.79-110.69--0.00
20Q3 (4)180.00.0-0.1968.330.0-0.0487.10.0-0.82-30.160.00.72118.180.016.8513.540.0-2.5992.050.0-4.7585.50.0-0.0281.820.0-0.0372.730.0-5.9485.610.0-4.7585.50.0--0.00
20Q2 (3)180.00.0-0.60-1900.00.0-0.3100.0-0.63-2000.00.00.33-49.230.014.84-34.070.0-32.58-7140.00.0-32.75-4512.680.0-0.1100.0-0.1100.0-41.28-6780.00.0-32.75-4512.680.0--0.00
20Q1 (2)185.880.0-0.03-104.920.00.00-100.00.0-0.03-100.950.00.65-43.970.022.51-32.040.0-0.45-103.120.0-0.71-107.910.00-100.00.00-100.00.0-0.60-105.380.0-0.71-107.910.0--0.00
19Q4 (1)170.00.00.610.00.00.540.00.03.160.00.01.160.00.033.120.00.014.400.00.08.980.00.00.170.00.00.10.00.011.160.00.08.980.00.0--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)
2024/100.27-48.82-39.463.8422.491.23N/A-
2024/90.5320.8759.683.5732.731.330.1本月專案工程投入進度較去年增加。
2024/80.4418.42-3.553.0528.971.450.09-
2024/70.37-43.07-27.122.6136.651.870.07-
2024/60.65-24.8788.282.2459.51.60.08本月專案工程投入進度較去年增加。
2024/50.86822.8689.941.650.231.270.09本月專案工程投入進度較去年增加。
2024/40.09-70.67-55.230.7420.90.610.2本月專案工程投入進度較去年同期緩慢。
2024/30.3262.71133.80.6560.050.650.2本月專案工程投入較去年同期增加。
2024/20.244.8512.310.3322.771.710.08-
2024/10.13-90.2441.930.1341.932.190.06-
2023/121.38105.64-16.655.1912.752.50.05-
2023/110.6750.9617.833.8129.291.450.08-
2023/100.4434.979.973.1432.041.230.1-
2023/90.33-26.98-20.762.6936.561.280.1-
2023/80.45-10.5222.822.3651.881.30.1本月專案工程投入較去年同期增加。
2023/70.547.08142.531.9160.871.30.1本月專案工程出貨較去年同期增加
2023/60.34-24.233.421.4143.551.00.13-
2023/50.45117.5110.011.0647.150.80.16本月專案工程出貨較去年同期增加
2023/40.2153.1715.480.6120.50.520.25-
2023/30.14-21.8325.130.423.250.40.32-
2023/20.1783.0565.30.2722.331.920.07本月專案工程出貨較去年同期出貨增加所致
2023/10.09-94.27-17.110.09-17.112.320.06-
2022/121.66190.7355.824.628.982.630.05本月專案工程出貨較去年同期出貨增加所致
2022/110.5740.89-28.322.9517.591.390.09-
2022/100.4-2.7519.682.3838.941.190.11-
2022/90.4213.1747.111.9743.680.990.01-
2022/80.3776.6987.771.5642.790.830.01本月專案工程出貨較去年同期增加
2022/70.21-19.0852.131.1932.950.680.01本月專案工程出貨較去年同期增加
2022/60.2619.29129.690.9829.490.650.02111/6專案工程出貨較去年同期增加所致。
2022/50.2219.6100.030.7212.120.50.02本月專案工程出貨量較去年同期增加所致。
2022/40.1865.9692.580.51-5.480.390.03本月專案工程出貨較去年同期出貨增加所致
2022/30.113.25-52.460.33-26.130.330.03本月專案工程出貨較去年同期減少所致。
2022/20.11-8.21-2.370.221.691.280.01-
2022/10.11-89.225.750.115.751.970.01-
2021/121.0633.72173.133.5742.82.20.0本月專案工程出貨較去年同期出貨增加所致
2021/110.79135.27190.992.518.761.420.01本月專案工程出貨較去年同期出貨增加所致
2021/100.3419.53156.391.71-6.860.820.01本月專案工程出貨較去年同期增加
2021/90.2844.452.831.37-19.480.610.02-
2021/80.243.15-18.71.09-23.770.440.02-
2021/70.1422.17-33.730.89-24.80.360.03-
2021/60.113.89-41.40.76-22.930.310.03-
2021/50.1115.1539.360.65-18.470.430.02-
2021/40.09-59.0351.510.54-24.730.430.02110/4專案工程出貨較去年同期增加所致。
2021/30.23112.03-5.660.44-31.940.440.02-
2021/20.11-0.56-22.440.22-47.420.610.02-
2021/10.11-72.18-60.170.11-60.170.770.01本年度累計專案工程出貨較去年度累計出貨減少所致
2020/120.3942.46-14.642.5-46.90.790.01-
2020/110.27107.3-44.882.11-50.360.680.01本年度累計專案工程出貨較去年度累計出貨減少所致
2020/100.13-52.05-37.271.84-51.080.650.02本年度累計專案工程出貨較去年度累計出貨減少所致
2020/90.2714.214.751.7-51.90.720.01本年度累計專案工程出貨較去年度累計出貨減少所致
2020/80.2416.685.581.43-56.740.640.02本年度累計專案工程出貨較去年度累計出貨減少所致
2020/70.218.02-18.191.19-61.350.470.02本月專案工程出貨較去年同期減少
2020/60.19147.1-37.180.98-65.210.330.03本月專案工程出貨較去年同期減少
2020/50.0825.19-91.490.79-68.590.380.03本月專案工程出貨較去年同期減少
2020/40.06-74.49-89.110.71-55.680.440.02本月專案工程出貨較去年同期減少
2020/30.2474.32-64.90.65-37.540.650.02本月專案工程出貨較去年同期減少
2020/20.14-48.94-42.750.4115.570.870.01-
2020/10.27-40.37140.850.27140.851.220.01本年度累計專案工程出貨較去年度累計增加所致
2019/120.46-8.0-17.344.7122.840.0N/A-
2019/110.5135.948.84.2529.610.0N/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)180.01.20-11.760.73-14.125.1912.8319.88-13.344.75-24.244.16-21.950.25-13.790.28-9.680.22-12.0
2022 (9)180.01.363300.00.85142.864.628.8522.9416.096.27143.975.332438.10.29222.220.313000.00.252400.0
2021 (8)180.00.0400.3503.5742.819.764.772.5700.2100.0900.0100.010
2020 (7)185.88-0.860-0.3102.5-46.9218.86-41.81-4.830-6.190-0.120-0.190-0.150
2019 (6)176.253.131.292.126.04.7122.9832.41-8.0813.68-16.5311.54-10.890.641.590.644.920.548.0
2018 (5)160.03.0922.132.0023.463.8315.3635.266.7216.399.6312.955.80.6326.00.6124.490.521.95
2017 (4)166.672.53548.721.62604.353.3280.4333.0415.4414.95224.312.24283.70.5525.00.49512.50.41583.33
2016 (3)150.00.39-26.420.23-39.471.8425.1728.62-20.54.61-39.13.19-40.930.08-27.270.08-11.110.06-25.0
2015 (2)150.00.5300.3801.4738.6836.0022.037.5705.4000.1100.0900.080
2014 (1)1525.00.000-0.1201.06-64.4329.500-2.990-1.310-0.030-0.010-0.010

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