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)462.222.222.7025.03.452.6555.8828.026.7367.4120.6111.4645.2573.6422.33-4.41-25.9413.421.82-28.9910.64-12.43-39.781.5448.0823.21.2326.85.1313.53-13.05-39.0810.64-12.43-39.7834.1720.5643.33
24Q2 (19)450.00.02.1616.1335.01.7030.7741.674.02116.1335.357.8923.0928.0823.36-7.78-2.5413.182.499.3812.15-6.544.291.0426.8340.540.9716.8734.7215.56-5.125.0612.15-6.544.2914.7916.556.27
24Q1 (18)450.00.01.8616.9836.761.30-18.248.331.86-74.0636.766.416.4820.0425.33-8.292.6312.86-11.74-3.613.009.713.740.82-6.8215.490.8316.936.0716.4015.4113.2613.009.713.74-1.15-11.05-20.71
23Q4 (17)450.09.761.59-39.0816.911.59-23.1948.67.1728.4940.316.02-8.792.3827.62-8.3918.6914.57-22.9133.0611.85-32.9424.740.88-29.637.50.71-39.3226.7914.21-36.0217.1511.85-32.9424.74-0.8212.0224.66
23Q3 (16)450.09.762.6163.1266.242.0772.589.915.5887.8844.946.67.14-12.8130.1525.7857.2818.9056.85107.6917.6751.67107.881.2568.9281.161.1762.582.8122.2149.97103.217.6751.67107.8811.2540.3836.25
23Q2 (15)450.012.51.6017.658.111.200.015.382.97118.3830.266.1615.365.1223.97-2.887.4412.05-9.677.9711.651.9215.810.744.2313.850.7218.0322.0314.812.2814.0111.651.9215.813.098.826.08
23Q1 (14)459.7612.51.360.070.01.2012.15140.01.36-73.3970.05.34-9.18-0.5624.686.0630.7913.3421.83112.4211.4320.3293.730.7110.94108.820.618.9390.6214.4819.3782.8311.4320.3293.73-15.75-6.695.16
22Q4 (13)410.02.51.36-13.3834.651.07-1.8344.595.1132.7356.275.88-22.3215.0723.2721.390.6910.9520.3319.159.5011.7621.790.64-7.2536.170.56-12.540.012.1310.9817.889.5011.7621.793.43-3.651.49
22Q3 (12)412.52.51.576.0884.711.094.8167.693.8568.8670.357.5729.1867.1119.17-14.07-8.769.10-18.463.538.50-15.5114.090.696.1572.50.648.4788.2410.93-15.8611.998.50-15.5114.0919.1545.5456.41
22Q2 (11)400.00.01.4885.040.951.04108.022.352.28185.061.75.869.1239.8622.3118.23-9.7111.1677.71-8.010.0670.511.210.6591.1827.450.5984.3840.4812.9964.020.2310.0670.511.217.1032.1137.78
22Q1 (10)400.00.00.80-20.79122.220.50-32.43150.00.80-75.54122.225.375.0942.0618.87-18.357.226.28-31.6660.615.90-24.3658.180.34-27.66126.670.32-20.0128.577.92-23.0354.995.90-24.3658.188.95-0.98-9.29
21Q4 (9)400.011.111.0118.821362.50.7413.85593.333.2744.6960.295.1112.864.8423.1110.026.569.194.55602.197.804.7966.670.4717.5883.330.417.651433.3310.295.431613.247.804.7966.6710.46-0.12-4.84
21Q3 (8)400.014.290.85-19.05-18.270.65-23.5396.972.2660.284.154.538.1153.0421.01-14.97-4.638.79-27.5434.827.45-25.05-39.680.4-21.57110.530.34-19.05-8.119.76-24.69-30.637.45-25.05-39.689.4886.31150.74
21Q2 (7)400.014.291.05191.67-17.970.85325.00.01.41291.6725.894.1910.8521.124.7140.4-6.6812.13210.23-17.549.94166.49-23.830.51240.00.00.42200.0-6.6712.96153.62-20.549.94166.49-23.8316.39370.83279.17
21Q1 (6)4011.1114.290.36550.0325.00.20233.33176.920.36-82.35325.03.7821.949.8817.60-3.61127.983.91313.66200.513.73514.44322.020.15350.0215.380.14566.67333.335.11851.47344.53.73514.44322.0213.34221.1643.94
20Q4 (5)362.862.86-0.08-107.69-122.86-0.15-145.45-236.362.04-5.9977.393.14.73-4.3218.26-17.1114.99-1.83-128.07-175.62-0.90-107.29-123.75-0.06-131.58-175.0-0.03-108.11-125.0-0.68-104.83-114.38-0.90-107.29-123.75--0.00
20Q3 (4)350.00.01.04-18.750.00.33-61.180.02.1793.750.02.96-14.450.022.03-16.810.06.52-55.680.012.35-5.360.00.19-62.750.00.37-17.780.014.07-13.730.012.35-5.360.0--0.00
20Q2 (3)350.00.01.28900.00.00.85426.920.01.12800.00.03.460.580.026.48243.010.014.71478.150.013.05876.790.00.51492.310.00.45850.00.016.31880.380.013.05876.790.0--0.00
20Q1 (2)350.00.0-0.16-145.710.0-0.26-336.360.0-0.16-113.910.03.446.170.07.72-51.390.0-3.89-260.740.0-1.68-144.330.0-0.13-262.50.0-0.06-150.00.0-2.09-144.190.0-1.68-144.330.0--0.00
19Q4 (1)350.00.00.350.00.00.110.00.01.150.00.03.240.00.015.880.00.02.420.00.03.790.00.00.080.00.00.120.00.04.730.00.03.790.00.0--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)
2024/103.54-9.6691.4929.346.8611.23N/A本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2024/93.923.73131.0525.7642.3111.460.37本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2024/83.780.1558.6221.8533.1410.380.41本月營收較去年同期增加50%以上, 主係產品組合及依案件進度認列所致。
2024/73.7732.8249.2618.0728.829.040.47-
2024/62.8416.5648.8314.324.337.890.43-
2024/52.43-6.893.7711.4619.467.490.45-
2024/42.617.1836.979.0324.546.690.5-
2024/32.4449.518.766.4120.16.410.42-
2024/21.63-30.384.523.9820.936.150.43-
2024/12.348.0135.772.3435.776.520.41-
2023/122.178.1430.6824.13-2.216.020.5-
2023/112.018.6-0.5621.96-4.585.550.54-
2023/101.859.0-15.9219.95-4.975.920.51-
2023/91.69-28.77-26.8418.1-3.696.60.53-
2023/82.38-5.75-10.0116.41-0.436.810.52-
2023/72.5332.45-3.2314.031.396.780.52-
2023/61.91-18.72-2.1611.52.476.160.56-
2023/52.3522.881.199.63.446.310.54-
2023/41.91-7.0619.877.254.195.520.62-
2023/32.0531.575.325.34-0.455.340.51-
2023/21.56-9.573.863.29-3.754.950.55-
2023/11.733.96-9.741.73-9.745.40.5-
2022/121.66-17.71-6.1224.6740.095.880.39-
2022/112.02-8.1726.0423.0145.256.530.35-
2022/102.2-5.1526.4220.9947.417.160.32-
2022/92.32-12.3937.2818.850.337.570.3主係產品組合及依案件進度認列所致。
2022/82.641.3457.2116.4852.367.20.32主係產品組合及依案件進度認列所致。
2022/72.6133.9124.5613.8351.476.880.33主係產品組合及依案件進度認列所致。
2022/61.95-15.9324.5611.2240.815.860.37-
2022/52.3245.5650.169.2844.785.860.37本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2022/41.59-18.3447.156.9643.085.050.43-
2022/31.9529.7636.035.3741.915.370.28-
2022/21.5-21.4263.993.4245.515.180.29本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2022/11.918.1333.671.9133.675.280.28-
2021/121.7710.4751.6517.6135.95.110.2本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/111.6-7.967.015.8434.345.030.2本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/101.742.9978.3414.2431.455.110.2本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/91.690.32132.7212.526.824.530.23本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/81.6844.7643.6510.8218.414.410.24-
2021/71.16-25.729.379.1314.74.270.25-
2021/61.561.3440.417.9715.524.190.24-
2021/51.5442.6519.246.4110.724.060.25-
2021/41.08-24.512.574.868.273.430.29-
2021/31.4356.4414.853.7810.023.780.22-
2021/20.92-35.95-21.012.357.263.510.24-
2021/11.4322.6839.181.4339.183.560.24-
2020/121.1721.6635.6512.964.053.10.26-
2020/110.96-1.65-7.7211.791.72.660.3-
2020/100.9734.4-27.2210.832.632.870.28-
2020/90.73-38.06-42.639.866.972.960.29-
2020/81.1710.2120.469.1314.863.350.26-
2020/71.06-4.63-16.447.9614.083.470.25-
2020/61.11-13.93-15.46.920.883.460.27-
2020/51.2922.78.865.7931.763.60.26-
2020/41.06-15.47-14.294.4940.273.460.27-
2020/31.257.5755.993.4474.353.440.25本月及本年營收較去年同期增加50%以上,主係進行之專案規模及產品組合不同所致。
2020/21.1612.86124.032.1986.893.050.28本月及本年營收較去年同期增加50%以上,主係進行之專案規模及產品組合不同所致。
2020/11.0319.5857.441.0357.442.930.29本月營收較去年同期增加50%以上,主係進行之專案規模及產品組合不同所致。
2019/120.86-17.24-10.112.4524.030.0N/A-
2019/111.04-22.43-15.7411.5927.630.0N/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)459.767.0940.956.0462.3724.13-2.1926.7328.3214.8457.5413.3055.743.5854.314.0146.893.2152.13
2022 (9)412.55.0354.773.7253.0924.6740.0920.83-4.329.428.98.5416.352.3252.632.7360.592.1162.31
2021 (8)4011.113.2560.12.43211.5417.6135.8821.7717.558.65118.997.3429.911.52198.041.791.011.375.68
2020 (7)362.862.0379.650.781014.2912.964.118.5230.73.95265.745.6575.470.51292.310.8978.00.7485.0
2019 (6)359.381.13-64.130.07-95.6512.4524.014.17-41.91.08-89.283.22-68.650.13-87.130.5-61.540.4-61.17
2018 (5)323.233.15-16.671.61-30.910.048.0724.39-13.7910.07-32.2810.27-21.01.01-26.811.3-14.471.03-14.88
2017 (4)3110.713.789.572.337.379.29-13.4228.2934.4614.8728.9713.0043.651.3811.291.5226.671.2124.74
2016 (3)280.03.45-23.332.17-5.6510.73-0.6521.041.511.530.359.05-7.371.240.01.2-4.00.97-8.49
2015 (2)2864.714.5002.30-1.2910.842.8620.73-36.3311.49-32.779.77-32.481.24-3.881.25-4.581.06-2.75
2014 (1)1700.0002.3307.56032.56017.09014.4701.2901.3101.090

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