- 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
加權平均股數 QoQ YoY | EPS 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) | 34 | 0.0 | 9.68 | 0.93 | 365.0 | -29.55 | 0.85 | 2733.33 | -15.0 | 1.69 | 122.37 | -7.14 | 1.04 | 55.22 | -7.96 | 88.93 | 25.27 | 5.17 | 35.95 | 805.54 | -8.41 | 30.17 | 205.36 | -15.18 | 0.37 | 1133.33 | -15.91 | 0.31 | 342.86 | -22.5 | 37.86 | 178.18 | -15.07 | 30.17 | 205.36 | -15.18 | 21.11 | 150.35 | 1321.35 |
24Q2 (19) | 34 | 3.03 | 13.33 | 0.20 | -64.29 | 385.71 | 0.03 | -90.63 | 114.29 | 0.76 | 35.71 | 52.0 | 0.67 | -12.99 | 39.58 | 70.99 | -6.38 | 4.21 | 3.97 | -78.54 | 122.38 | 9.88 | -59.09 | 321.52 | 0.03 | -78.57 | 137.5 | 0.07 | -63.16 | 450.0 | 13.61 | -53.47 | 316.03 | 9.88 | -59.09 | 321.52 | -28.39 | -66.42 | -85.25 |
24Q1 (18) | 33 | 6.45 | 6.45 | 0.56 | -68.54 | -1.75 | 0.32 | -79.87 | -36.0 | 0.56 | -84.44 | -1.75 | 0.77 | -43.8 | 5.48 | 75.83 | -11.64 | -6.22 | 18.50 | -61.95 | -39.24 | 24.15 | -39.14 | 1.94 | 0.14 | -79.1 | -36.36 | 0.19 | -64.81 | 11.76 | 29.25 | -39.39 | -3.81 | 24.15 | -39.14 | 1.94 | -11.28 | -16.85 | -10.44 |
23Q4 (17) | 31 | 0.0 | 0.0 | 1.78 | 34.85 | 334.15 | 1.59 | 59.0 | 200.0 | 3.60 | 97.8 | -5.26 | 1.37 | 21.24 | 59.3 | 85.82 | 1.49 | 6.57 | 48.62 | 23.87 | 132.3 | 39.68 | 11.55 | 171.97 | 0.67 | 52.27 | 272.22 | 0.54 | 35.0 | 350.0 | 48.26 | 8.25 | 235.14 | 39.68 | 11.55 | 171.97 | 78.33 | 1010.28 | 317.60 |
23Q3 (16) | 31 | 3.33 | 0.0 | 1.32 | 1985.71 | 83.33 | 1.00 | 576.19 | 655.56 | 1.82 | 264.0 | -46.31 | 1.13 | 135.42 | 101.79 | 84.56 | 24.13 | 15.05 | 39.25 | 321.25 | 4463.95 | 35.57 | 897.53 | -8.4 | 0.44 | 650.0 | 0 | 0.4 | 2100.0 | 81.82 | 44.58 | 807.62 | -13.05 | 35.57 | 897.53 | -8.4 | 50.58 | 936.72 | 217.10 |
23Q2 (15) | 30 | -3.23 | 7.14 | -0.07 | -112.28 | -105.98 | -0.21 | -142.0 | -144.68 | 0.50 | -12.28 | -82.7 | 0.48 | -34.25 | -32.39 | 68.12 | -15.76 | -16.26 | -17.74 | -158.26 | -169.71 | -4.46 | -118.83 | -109.63 | -0.08 | -136.36 | -144.44 | -0.02 | -111.76 | -106.06 | -6.30 | -120.72 | -112.78 | -4.46 | -118.83 | -109.63 | -24.68 | -36.63 | -73.83 |
23Q1 (14) | 31 | 0.0 | 10.71 | 0.57 | 39.02 | -67.05 | 0.50 | -5.66 | -50.0 | 0.57 | -85.0 | -67.05 | 0.73 | -15.12 | -27.0 | 80.86 | 0.41 | -7.04 | 30.45 | 45.48 | -33.95 | 23.69 | 62.37 | -51.56 | 0.22 | 22.22 | -52.17 | 0.17 | 41.67 | -65.31 | 30.41 | 111.18 | -50.08 | 23.69 | 62.37 | -51.56 | 19.23 | -2.02 | 194.39 |
22Q4 (13) | 31 | 0.0 | 0 | 0.41 | -43.06 | 0 | 0.53 | 394.44 | 0 | 3.80 | 12.09 | 0 | 0.86 | 53.57 | 0 | 80.53 | 9.56 | 0 | 20.93 | 2333.72 | 0 | 14.59 | -62.43 | 0 | 0.18 | 0 | 0 | 0.12 | -45.45 | 0 | 14.40 | -71.91 | 0 | 14.59 | -62.43 | 0 | 16.22 | -40.76 | 128.07 |
22Q3 (12) | 31 | 10.71 | 0 | 0.72 | -38.46 | 0 | -0.18 | -138.3 | 0 | 3.39 | 17.3 | 0 | 0.56 | -21.13 | 0 | 73.50 | -9.65 | 0 | 0.86 | -96.62 | 0 | 38.83 | -16.12 | 0 | 0 | -100.0 | 0 | 0.22 | -33.33 | 0 | 51.27 | 3.97 | 0 | 38.83 | -16.12 | 0 | -25.06 | -35.41 | -95.65 |
22Q2 (11) | 28 | 0.0 | 0 | 1.17 | -32.37 | 0 | 0.47 | -53.0 | 0 | 2.89 | 67.05 | 0 | 0.71 | -29.0 | 0 | 81.35 | -6.47 | 0 | 25.45 | -44.79 | 0 | 46.29 | -5.36 | 0 | 0.18 | -60.87 | 0 | 0.33 | -32.65 | 0 | 49.31 | -19.06 | 0 | 46.29 | -5.36 | 0 | -14.50 | -16.18 | -26.50 |
22Q1 (10) | 28 | 0 | 0 | 1.73 | 0 | 0 | 1.00 | 0 | 0 | 1.73 | 0 | 0 | 1.0 | 0 | 0 | 86.98 | 0 | 0 | 46.10 | 0 | 0 | 48.91 | 0 | 0 | 0.46 | 0 | 0 | 0.49 | 0 | 0 | 60.92 | 0 | 0 | 48.91 | 0 | 0 | 0.00 | 0.00 | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 0.53 | 12.77 | 20.58 | 3.48 | 5.76 | 1.52 | N/A | - | ||
2024/10 | 0.47 | -8.69 | -7.27 | 2.95 | 3.47 | 1.3 | N/A | - | ||
2024/9 | 0.52 | 63.09 | 6.94 | 2.48 | 5.81 | 1.04 | 0.0 | - | ||
2024/8 | 0.32 | 54.87 | -30.17 | 1.96 | 5.51 | 0.76 | 0.0 | - | ||
2024/7 | 0.2 | -14.67 | 2.81 | 1.65 | 17.0 | 0.67 | 0.0 | - | ||
2024/6 | 0.24 | 6.07 | 27.48 | 1.44 | 19.33 | 0.67 | 0.0 | - | ||
2024/5 | 0.23 | 9.59 | 26.71 | 1.2 | 17.83 | 0.77 | 0.0 | - | ||
2024/4 | 0.21 | -38.84 | 85.83 | 0.98 | 15.95 | 0.76 | 0.0 | 本公司依完工比例法認列客戶5G建置專案,致較去年同期增加 | ||
2024/3 | 0.34 | 53.49 | 6.16 | 0.77 | 5.39 | 0.77 | 0.0 | - | ||
2024/2 | 0.22 | 1.44 | -18.55 | 0.44 | 4.8 | 0.86 | 0.0 | - | ||
2024/1 | 0.22 | -48.71 | 47.81 | 0.22 | 47.81 | 0.0 | N/A | - | ||
2023/12 | 0.42 | -4.28 | 14.33 | 3.71 | 18.63 | 0.0 | N/A | - | ||
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加權平均股數 YoY | EPS 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) | 31 | 0.0 | 3.47 | -5.96 | 2.91 | 62.57 | 3.71 | 18.53 | 82.18 | 0.82 | 33.66 | 27.6 | 29.60 | -20.26 | 1.25 | 50.6 | 1.36 | -0.73 | 1.1 | -5.17 |
2022 (9) | 31 | 10.71 | 3.69 | 144.37 | 1.79 | 2.87 | 3.13 | 10.21 | 81.51 | 1.05 | 26.38 | -6.25 | 37.12 | 147.3 | 0.83 | 3.75 | 1.37 | 114.06 | 1.16 | 169.77 |
2021 (8) | 28 | 27.27 | 1.51 | 9.42 | 1.74 | 5.45 | 2.84 | 15.92 | 80.66 | 1.01 | 28.14 | -8.19 | 15.01 | 17.08 | 0.8 | 6.67 | 0.64 | 28.0 | 0.43 | 38.71 |
2020 (7) | 22 | 0 | 1.38 | 0 | 1.65 | 251.06 | 2.45 | -35.36 | 79.85 | 2.06 | 30.65 | -22.64 | 12.82 | -58.15 | 0.75 | -50.0 | 0.5 | -70.41 | 0.31 | -11.43 |
2019 (6) | 0 | 0 | 0.00 | 0 | 0.47 | 0 | 3.79 | 0 | 78.24 | 0 | 39.62 | 0 | 30.63 | 0 | 1.5 | 0 | 1.69 | 0 | 0.35 | 0 |