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)230.00.00.331750.0925.00.30850.0850.00.06122.2200.918.4212.545.068.718.276.97624.06530.258.201011.11632.470.06700.0700.00.08900.0900.08.32836.28583.728.201011.11632.4715.09920.84465.91
24Q2 (19)230.00.0-0.0291.67-108.0-0.0481.82-123.53-0.27-12.5-775.00.7611.76-1.341.456.77-10.92-1.3381.83-123.75-0.9089.13-111.25-0.0180.0-125.0-0.0183.33-116.67-1.1386.12-113.65-0.9089.13-111.251.83-4.16-31.31
24Q1 (18)230.00.0-0.24-100.0-14.29-0.22-144.440.0-0.24-118.18-14.290.68-8.1138.7838.82-0.74-11.11-7.32-116.5725.15-8.28-91.2217.12-0.05-150.00.0-0.06-100.0-20.0-8.14-88.8618.11-8.28-91.2217.12-7.80-150.00-134.72
23Q4 (17)230.00.0-0.12-200.0-9.09-0.09-125.030.77-0.110-126.830.74-7.52.7839.11-6.03-2.2-3.38-108.64-24.72-4.33-181.17-21.63-0.02-100.00.0-0.03-200.00.0-4.31-150.58-113.37-4.33-181.17-21.63-1.80-158.00-124.27
23Q3 (16)230.00.0-0.04-116.0-120.0-0.04-123.53-118.180.00-100.0-100.00.83.911.1141.62-10.55-10.67-1.62-128.93-119.93-1.54-119.25-123.58-0.01-125.0-116.67-0.01-116.67-120.0-1.72-120.77-122.45-1.54-119.25-123.5830.5251.5326.87
23Q2 (15)230.00.00.25219.05-53.70.17177.27-73.850.04119.05-87.50.7757.14-26.6746.536.550.35.60157.26-66.618.00180.08-32.490.04180.0-77.780.06220.0-50.08.28183.3-40.048.00180.08-32.4912.6064.0754.02
23Q1 (14)230.00.0-0.21-90.914.55-0.22-69.23-29.41-0.21-151.224.550.49-31.94-31.9443.679.23.56-9.78-260.89-63.27-9.99-180.62-41.1-0.05-150.0-25.0-0.05-66.670.0-9.94-392.08-40.79-9.99-180.62-41.1-15.97-122.95-114.16
22Q4 (13)230.00.0-0.11-155.0-118.64-0.13-159.09-130.230.41-21.15-30.510.720.0-32.0839.99-14.17-11.82-2.71-133.33-125.54-3.56-154.52-127.86-0.02-133.33-118.18-0.03-160.0-121.43-2.02-126.37-114.01-3.56-154.52-127.86-15.71-108.98-112.62
22Q3 (12)230.00.00.20-62.9600.22-66.15450.00.5262.55100.00.72-31.43-13.2546.590.4321.498.13-51.52793.416.53-44.895123.080.06-66.67500.00.05-58.3307.66-44.534405.886.53-44.895123.087.20141.25208.10
22Q2 (11)230.00.00.54345.45116.00.65482.35116.670.32245.453100.01.0545.8338.1646.3910.018.6716.77379.9776.7111.85267.3754.90.18550.0157.140.12340.0100.013.81295.6156.7511.85267.3754.96.88104.08171.41
22Q1 (10)230.04.55-0.22-137.2912.0-0.17-139.5322.73-0.22-137.2912.00.72-32.0850.042.17-7.01-3.81-5.99-156.4637.86-7.08-155.438.22-0.04-136.3620.0-0.05-135.7116.67-7.06-148.9638.18-7.08-155.438.22-2.18-68.64417.74
21Q4 (9)230.09.520.59031.110.43975.043.330.595800.0-59.031.0627.710.045.3518.255.9310.611065.9324.9712.789930.7744.90.111000.022.220.14055.5614.428382.3533.6412.789930.7744.918.46-50.00444.17
21Q3 (8)230.09.520.00-100.0-100.00.04-86.67-89.740.010.0-98.990.839.21-16.1638.35-10.17-11.720.91-90.41-91.63-0.13-101.7-101.380.01-85.71-90.910-100.0-100.00.17-98.07-98.42-0.13-101.7-101.3833.7750.0074.84
21Q2 (7)234.559.520.25200.0-53.70.30236.36-42.310.01104.0-98.150.7658.33-60.6242.69-2.6211.529.49198.4416.017.65166.7532.810.07240.0-56.250.06200.0-45.458.81177.1513.097.65166.7532.811.8022.2231.52
21Q1 (6)224.764.76-0.25-155.56-377.78-0.22-173.33-269.23-0.25-117.36-377.780.48-54.72-47.8343.842.4115.58-9.64-213.55-286.46-11.46-229.93-670.15-0.05-155.56-200.0-0.06-166.67-400.0-11.42-205.84-349.34-11.46-229.93-670.15-23.82-77.78-98.21
20Q4 (5)210.00.00.450.0-26.230.30-23.08-42.311.4445.45-3.361.067.07-19.0842.81-1.45-2.688.49-21.9-23.928.82-6.27-8.60.09-18.18-40.00.090.0-30.7710.790.19-7.548.82-6.27-8.6--0.00
20Q3 (4)210.00.00.45-16.670.00.39-25.00.00.9983.330.00.99-48.70.043.4413.480.010.8732.890.09.4163.370.00.11-31.250.00.09-18.180.010.7738.250.09.4163.370.0--0.00
20Q2 (3)210.00.00.54500.00.00.52300.00.00.54500.00.01.93109.780.038.280.920.08.1858.220.05.76186.570.00.16220.00.00.11450.00.07.7970.090.05.76186.570.0--0.00
20Q1 (2)210.00.00.09-85.250.00.13-75.00.00.09-93.960.00.92-29.770.037.93-13.780.05.17-53.670.02.01-79.170.00.05-66.670.00.02-84.620.04.58-60.750.02.01-79.170.0--0.00
19Q4 (1)210.00.00.610.00.00.520.00.01.490.00.01.310.00.043.990.00.011.160.00.09.650.00.00.150.00.00.130.00.011.670.00.09.650.00.0--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)
2024/100.258.014.952.613.660.72N/A-
2024/90.23-4.7-24.672.3513.530.90.48-
2024/80.24-44.02-14.32.1220.160.910.47-
2024/70.4386.8100.151.8826.741.00.43各產品項目皆成長,主係因儀器銷售增加
2024/60.23-30.48-12.581.4414.130.760.8-
2024/50.3369.9332.691.2121.190.750.81-
2024/40.2-11.86-24.270.8817.340.620.98-
2024/30.2210.18.190.6839.250.680.67-
2024/20.2-22.429.20.4661.560.730.63各產品項目皆成長,主係因測試收入增加
2024/10.26-2.88100.540.26100.540.780.59各產品項目皆成長,主係因儀器銷售增加
2023/120.276.236.912.81-12.840.740.73-
2023/110.2516.49.232.54-14.510.770.7-
2023/100.22-29.23-10.312.29-16.510.80.67-
2023/90.318.4111.482.07-17.110.80.56-
2023/80.2830.7230.291.76-20.650.760.59-
2023/70.22-18.41-6.451.48-26.150.730.62-
2023/60.265.52-34.571.27-28.670.770.72-
2023/50.25-3.019.191.0-26.930.710.78-
2023/40.2625.92-38.470.75-34.210.620.9-
2023/30.2131.47-37.950.49-31.710.490.69-
2023/20.1620.4318.630.29-26.40.540.63-
2023/10.13-48.22-49.490.13-49.490.610.56-
2022/120.258.53-39.43.222.950.720.47-
2022/110.23-4.42-38.792.979.410.750.46-
2022/100.24-12.02-11.042.7417.190.730.46-
2022/90.2726.7-6.112.520.910.720.35-
2022/80.22-6.1415.492.2225.360.850.29-
2022/70.23-42.93-33.332.026.530.870.29-
2022/60.476.1235.61.7743.281.050.34-
2022/50.23-45.3617.981.3745.710.980.37-
2022/40.4226.9860.371.1452.960.880.41由於客戶需求增加,致各產品項目皆有所成長,以測試收入成長最多
2022/30.33151.3981.440.7248.940.720.79各產品項目皆有成長,主係因儀器及檢測收入增加所致
2022/20.13-48.72-28.930.3929.220.80.71-
2022/10.26-37.87122.670.26122.671.050.54各產品項目皆有成長,主係因檢測收入增加所致
2021/120.419.6214.623.13-21.461.060.25-
2021/110.3838.92.972.71-25.050.940.29-
2021/100.27-7.14-17.92.34-28.210.750.36-
2021/90.2955.868.272.06-29.380.830.57-
2021/80.19-45.82-45.751.77-33.210.830.56-
2021/70.3516.07-7.381.58-31.330.840.56-
2021/60.353.236.581.24-35.960.760.64-
2021/50.19-25.73-54.160.94-43.160.640.75因去年同期儀器設備及試劑耗材銷售額增加,導致本月較去年同期營收減少
2021/40.2643.67-15.640.75-39.360.630.76-
2021/30.18-1.53-58.180.48-47.380.480.81因去年同期基因檢測收入增加,導致本月較去年同期營收減少
2021/20.1960.65-31.050.3-37.610.660.59-
2021/10.12-68.01-45.880.12-45.880.840.46-
2020/120.36-1.51-21.63.98-4.641.060.17-
2020/110.3710.73-19.643.62-2.540.970.19-
2020/100.3322.47-15.913.25-0.150.950.19-
2020/90.27-21.91-34.362.922.010.990.3-
2020/80.35-7.5-30.142.658.111.00.3-
2020/70.3733.593.972.3117.771.080.28-
2020/60.28-34.1-24.11.9320.881.020.43-
2020/50.4236.6926.521.6534.361.170.38-
2020/40.31-28.7922.651.2337.31.020.43-
2020/30.4462.3555.10.9243.080.920.54客戶需求增加
2020/20.2726.1135.940.4833.690.940.53-
2020/10.21-53.6730.950.2130.951.130.44-
2019/120.460.940.014.178.590.0N/A-
2019/110.4615.8722.93.719.760.0N/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)230.0-0.110-0.1702.81-12.7342.67-3.13-1.520-1.120-0.040-0.030-0.030
2022 (9)230.00.41-30.510.6117.313.222.8844.053.365.3715.732.96-32.420.1713.330.14-17.650.1-28.57
2021 (8)239.520.59-58.740.52-57.383.13-21.3642.624.544.64-48.044.38-41.440.15-58.330.17-54.050.14-53.33
2020 (7)210.01.43-3.381.22-6.153.98-4.5640.77-2.498.93-2.937.481.080.36-5.260.37-7.50.3-3.23
2019 (6)210.01.488.821.300.04.178.5941.81-9.89.20-9.277.400.270.38-2.560.48.110.3110.71
2018 (5)2110.531.3610.571.3025.03.8417.7946.353.2310.1412.547.381.650.3934.480.3727.590.2816.67
2017 (4)195.561.23459.091.04141.863.2617.2744.90-2.149.0177.367.26393.880.29107.140.29262.50.24500.0
2016 (3)1838.460.22-86.080.43-10.422.780.3645.88-4.485.086.721.47-80.880.147.690.08-65.220.04-80.95
2015 (2)138.331.5800.4802.772.5948.0310.594.7607.69-25.120.1300.23-23.330.210.0
2014 (1)1200.000-1.3002.7043.430-7.59010.270-0.2100.300.210

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