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)2251.814.170.7720.3137.51.6575.53142.651.8771.5659.8333.42-21.3524.0517.6576.567.4612.86131.2984.515.43132.0522.34.382.2128.721.7323.5742.986.9379.0719.075.43132.0522.330.4629.72222.76
24Q2 (19)2211.842.310.6439.1382.860.94370.0147.371.09136.9678.6942.4982.28123.7510.008.34-8.765.56117.19-9.742.34-35.54-41.212.36293.33101.711.441.4184.213.87-19.71-31.872.34-35.54-41.2113.27-17.51141.29
24Q1 (18)2170.460.460.46-74.1676.920.20-87.42-23.080.46-84.3576.9223.31-55.7567.829.23-5.72-19.672.56-66.93-53.713.63-48.44-11.890.6-85.29-22.080.99-74.2280.04.82-41.5-8.713.63-48.44-11.8919.9071.8523.20
23Q4 (17)2160.09.641.78217.86223.641.59133.82245.652.94151.28157.8952.6895.55224.389.79-7.12-23.467.7411.05-6.637.0458.561.04.08117.02202.223.84217.36252.298.2441.58-5.077.0458.561.068.70138.93106.38
23Q3 (16)2160.00.00.5660.0250.00.6878.951600.01.1791.891.826.9441.86370.9810.54-3.83-35.736.9713.1550.874.4411.56-39.181.8860.68623.081.2159.21245.715.822.46-36.324.4411.56-39.1839.2947.3162.55
23Q2 (15)2160.023.430.3534.6259.090.3846.1590.00.61134.6222.018.9936.7247.6710.96-4.61-10.826.1611.3927.83.98-3.429.221.1751.9588.710.7638.1894.875.687.5833.963.98-3.429.2211.12-9.051.34
23Q1 (14)2169.6446.940.26-52.73-10.340.26-43.48550.00.26-77.19-10.3413.89-14.4769.611.49-10.166.595.53-33.2954.474.12-40.89-29.690.77-42.96165.520.55-49.5430.955.28-39.17-29.514.12-40.89-29.6984.7295.51503.26
22Q4 (13)197-8.862.810.55243.75-54.920.461050.0-32.351.1486.89-69.8416.24183.92-36.5612.79-22.0122.168.2979.4410.536.97-4.5221.011.35419.23-29.691.09211.43-25.858.68-5.0320.066.97-4.5221.0164.20108.24485.00
22Q3 (12)21623.4366.150.16-27.27-52.940.04-80.0-78.950.6122.0-77.325.72-55.52-24.1416.4033.4410.594.62-4.15-39.927.30137.0121.870.26-58.06-55.170.35-10.26-20.459.14115.5715.47.30137.0121.870.75-25.70160.00
22Q2 (11)17519.0553.510.22-24.141000.00.20400.0185.710.5072.41-79.7612.8657.02215.212.2914.01-5.174.8234.6461.743.08-47.44732.430.62113.79416.670.39-7.141850.04.24-43.391086.053.08-47.44732.43-5.50-50.19152.94
22Q1 (10)14721.4947.00.29-76.23-88.970.04-94.12-96.770.29-92.33-88.978.19-68.0133.8210.782.96-83.83.58-52.27-93.685.861.74-86.340.29-84.9-91.640.42-71.43-84.037.493.6-86.085.861.74-86.3485.7591.2981.88
21Q4 (9)121-6.9240.71.22258.82-55.640.68257.891600.03.7840.5232.1725.6239.52700.010.47-29.4-67.547.50-2.47-28.375.76-3.84-92.141.92231.03464.711.47234.09-37.457.23-8.71-91.115.76-3.84-92.14162.16929.41214.66
21Q3 (8)13014.0430.00.341600.036.00.19171.43733.332.698.912590.07.5484.8493.714.8314.4320.087.69158.05174.885.991518.92-69.520.58383.33546.150.442100.076.07.921941.86-47.065.991518.92-69.5225.73750.3838.54
21Q2 (7)11414.046.150.02-99.24300.00.07-94.3502.47-6.081400.04.08-33.33827.2712.96-80.53-70.222.98-94.74388.520.37-99.14121.020.12-96.5400.02-99.24300.0-0.43-100.889.490.37-99.14121.0228.96-51.801452.83
21Q1 (6)10016.2802.63-4.3601.243000.002.63-8.0406.1291.25066.56106.32056.65441.07042.89-41.503.47920.5902.6311.91053.82-33.83042.89-41.50121.61497.821616.66
20Q4 (5)86-14.002.751000.000.04233.3302.862760.003.2151.97032.26161.21010.47201.95073.32273.1300.34361.5402.35840.0081.33443.65073.32273.130--0.00
20Q3 (4)10028.210.00.252600.00.0-0.0300.00.10152.630.01.27188.640.012.35-71.620.0-10.27-1783.610.019.651216.480.0-0.1300.00.252600.00.014.96465.770.019.651216.480.0--0.00
20Q2 (3)7800.0-0.0100.00.0000.0-0.1900.00.4400.043.5200.00.6100.0-1.7600.0000.0-0.0100.0-4.0900.0-1.7600.0--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)
2024/1127.66-8.1487.86157.078.3367.29N/A主要係因離岸之主要工程開始施作認列收入所致
2024/1030.11216.4123.14129.3476.4253.68N/A主要係因離岸之主要工程開始施作認列收入所致
2024/99.52-32.23-9.4699.2365.8733.420.0主要係因離岸之主要工程開始施作認列收入所致
2024/814.0442.4876.9589.7181.9439.680.0主要係因離岸之主要工程開始施作認列收入所致
2024/79.86-37.5316.175.6682.939.660.0主要係因離岸之主要工程開始施作認列收入所致
2024/615.7812.49177.5765.81100.1542.490.0主要係因離岸之主要工程開始施作認列收入所致
2024/514.0310.56152.0750.0383.9634.520.0主要係因離岸之主要工程開始施作認列收入所致
2024/412.6962.4463.8136.066.4426.440.0主要係因離岸之主要工程開始施作認列收入所致
2024/37.8131.47102.0623.3167.923.310.0主要係因離岸之主要工程開始施作認列收入所致
2024/25.94-37.8935.1715.554.7239.960.0主要係因離岸之主要工程開始施作認列收入所致
2024/19.56-60.8969.999.5669.9948.750.0主要係因離岸之主要工程開始施作認列收入所致
2023/1224.4666.11146.01112.5161.5452.680.0主要係因離岸之主要工程開始施作認列收入所致
2023/1114.729.1356.0788.04166.2138.730.0主要係因離岸之主要工程開始施作認列收入所致
2023/1013.528.36339.6873.31145.6731.940.0主要係因離岸之主要工程開始施作認列收入所致
2023/910.5132.45297.0259.82123.4326.940.0主要係因離岸之主要工程開始施作認列收入所致
2023/87.94-6.51318.7849.31104.3722.110.0主要係因離岸之主要工程開始施作認列收入所致
2023/78.4949.33620.4641.3786.0919.740.0主要係因離岸之主要工程開始施作認列收入所致
2023/65.682.1527.5132.8856.1818.990.0主要係因離岸之主要工程開始施作認列收入所致
2023/55.56-28.1435.8227.1963.8917.170.0主要係因離岸之主要工程開始施作認列收入所致
2023/47.74100.3779.921.6373.0916.00.0主要係因離岸之主要工程開始施作認列收入所致
2023/33.87-12.040.7213.8969.5113.890.0主要係因離岸之主要工程開始施作認列收入所致
2023/24.39-21.8951.7310.02130.1319.960.0主要係因離岸之主要工程開始施作認列收入所致
2023/15.63-43.41285.865.63285.8618.80.0主要係因離岸之主要工程開始施作認列收入所致
2022/129.94207.94-29.943.01-0.7616.240.0-
2022/113.235.18-53.9733.0713.48.950.0主要係因七股案工程進度於去年同期大幅度認列,而今年則接近完工所致。
2022/103.0715.91-30.329.8434.747.610.0-
2022/92.6539.714.226.7750.895.720.0累計增加係因主要工程進度認列在今年度
2022/81.960.82-24.424.1258.697.530.0累計增加係因主要工程進度認列在今年度
2022/71.18-73.56-52.7822.2375.19.730.0本月較去年本月減少,係因本月工程案件整體工程已接近完工,本月認列剩餘收入減少,累計增加係因主要工程進度在今年度
2022/64.468.81101.1621.05106.412.860.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2022/54.1-4.82214.8516.59107.8612.240.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2022/44.312.18666.8412.587.0211.040.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2022/33.8432.49-20.128.1933.848.190.0-
2022/22.998.63390.174.35230.918.540.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2022/11.46-89.72101.11.46101.122.660.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/1214.18102.181390.6743.34764.5225.60.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/117.0159.282788.7429.16617.8713.960.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/104.473.3146.7522.15479.859.450.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/92.541.36356.8517.74772.057.540.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/82.510.44317.2415.2928.277.220.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/72.512.621851.7712.691346.656.010.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/62.2270.311467.2410.21260.484.080.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/51.3131.8774.137.981212.416.670.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/40.56-88.31259.676.681354.445.960.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/34.8713.145191.496.121917.776.120.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接案件依合約條件認列收入所致
2021/20.59-18.5447.51.32519.152.270.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2021/10.72-23.8593.070.72593.071.920.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2020/120.95291.8-64.65.010.52.980.0本月營收較去年本月減少,主要係因去年本月承接工程案件依進度認列收入所致
2020/110.24-86.39-27.764.0676.592.580.0本年累計營收較去年同期增加,主要係因承接工程案件依進度認列收入所致。
2020/101.78220.87620.513.8294.452.940.0-
2020/90.56-7.42-23.712.0318.531.280.0-
2020/80.6369.85179.811.4849.730.870.0本月及本年累計營收較去年本月及去年累計增加,主要係因本月承接工程案件依進度認列收入所致
2020/70.13-9.5624.280.8813.580.420.0-
2020/60.14-5.065.680.7511.940.450.0本月營收較去年本月增加,主要係因本月承接工程案件依進度認列收入所致
2020/50.15-4.61-12.730.614.090.40.0-
2020/40.1671.9111.670.4611.020.350.0本月營收較去年本月增加,主要係因本月承接工程案件依進度認列收入所致
2020/30.09-15.86-9.950.3-10.790.30.0-
2020/20.113.1631.450.21-11.152.90.0-
2020/10.1-96.1-33.410.1-33.410.0N/A-
2019/122.69699.6936.394.9919.020.0N/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)2169.642.92156.142.90286.67112.5161.5710.38-18.527.0219.595.54-1.777.89213.17.72149.846.36182.67
2022 (9)19762.811.14-69.760.75-65.7543.01-0.7612.74-34.265.87-58.225.64-46.492.52-58.623.09-46.072.25-50.66
2021 (8)12140.73.7732.282.19043.34727.119.38-30.6414.05562.7410.54-77.426.095436.365.73117.054.5686.12
2020 (7)8610.262.85243.37-0.0405.2418.2827.9461.322.12-51.4946.68674.130.11-42.112.64633.332.45276.92
2019 (6)780.00.83654.550.2104.4323.417.32956.14.3706.0300.1900.3600.65622.22
2018 (5)78333.330.110-0.0103.59-9.571.64-85.53-7.040-5.280-0.250-0.1400.090.0
2017 (4)1800.0000.0403.97011.3302.2402.3000.0900.0900.090

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