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)1702.4112.580.13-67.50-0.01-103.23-105.880.7821.88680.04.81-38.33-9.2519.797.446.42.32-69.99-61.276.36-30.031770.590.11-81.67-65.620.22-66.6707.10-25.51348.986.36-30.031770.59-16.54-3.75-37.03
24Q2 (19)166-2.359.930.4060.03900.00.3129.17720.00.64156.0611.117.85.2688.8618.428.3515.997.73-7.31644.379.0924.35549.290.6-3.231100.00.6653.496500.09.539.291366.159.0924.35549.296.7930.00173.68
24Q1 (18)17010.3912.580.250177.780.24318.1826.320.25177.78177.787.418.3382.0617.00108.08-28.278.34582.08-14.027.31348.4764.640.62616.6755.00.430230.778.72837.6376.527.31348.4764.6418.700.0076.73
23Q4 (17)1541.992.670.000100.0-0.11-164.7131.250.09-10.0105.566.8429.0670.578.17-56.0823.98-1.73-128.8875.561.63379.41112.53-0.12-137.557.1400100.00.9389.8106.31.63379.41112.5328.70-50.00137.64
23Q3 (16)1510.00.00.00-100.0100.00.17440.0312.50.1011.11108.135.328.3311.8118.6017.13106.215.99521.83366.220.34-75.71105.840.32633.33390.910-100.0100.00.49-24.62108.990.34-75.71105.8414.90-94.44156.84
23Q2 (15)1510.00.670.01-88.89101.56-0.05-126.3288.370.090.0108.574.131.4713.4615.88-33.0434.32-1.42-114.6494.131.40-68.47104.94-0.06-115.093.180.01-92.31101.030.65-86.84102.11.40-68.47104.941.4817.0946.22
23Q1 (14)1510.671.340.09123.08122.50.19218.75151.350.09105.56122.54.071.5-11.7123.70259.64971.329.70237.01162.784.44134.13127.040.4242.86156.340.13122.03121.674.94133.47133.474.44134.13127.04-6.958.9159.38
22Q4 (13)150-0.662.04-0.39-105.26-5.41-0.16-100.027.27-1.62-31.71-19.124.01-15.4-34.056.59-26.94113.96-7.08-214.6732.05-13.01-123.54-2.93-0.28-154.5555.56-0.59-110.71-7.27-14.76-170.83-11.31-13.01-123.54-2.937.41-17.48-9.30
22Q3 (12)1510.672.03-0.1970.3161.22-0.0881.461.9-1.23-17.14-25.514.7430.2217.049.02289.89357.87-2.2590.783.8-5.8279.4672.71-0.1187.580.36-0.2871.1361.64-5.4582.3776.6-5.8279.4672.714.595.1632.59
22Q2 (11)1500.671.35-0.64-60.0-255.56-0.43-16.22-616.67-1.05-162.5-114.293.64-21.04-2.41-4.75-74.63-144.1-24.19-56.57-346.31-28.33-72.53-188.79-0.88-23.94-340.0-0.97-61.67-273.08-30.92-109.49-214.55-28.33-72.53-188.79-22.61-34.05-42.20
22Q1 (10)1491.362.05-0.40-8.11-29.03-0.37-68.18-76.19-0.4070.59-29.034.61-24.1835.19-2.72-188.31-144.66-15.45-48.27-22.23-16.42-29.910.42-0.71-12.7-65.12-0.6-9.09-30.43-14.76-11.314.77-16.42-29.910.4212.978.19-36.47
21Q4 (9)147-0.6821.49-0.3724.49-362.5-0.22-4.76-100.0-1.36-38.78-615.796.0850.1253.543.0856.35-67.85-10.4224.98-60.55-12.6440.74-171.83-0.63-12.5-142.31-0.5524.66-450.0-13.2643.07-214.96-12.6440.74-171.8329.35-73.86-127.38
21Q3 (8)1480.025.42-0.49-172.22-308.33-0.21-250.0-133.33-0.98-100.0-880.04.058.5836.821.97-81.71-59.71-13.89-156.27-47.14-21.33-117.43-130.59-0.56-180.0-100.0-0.73-180.77-421.43-23.29-136.93-162.27-21.33-117.43-130.598.98-65.14-89.28
21Q2 (7)1481.3764.44-0.1841.94-1000.0-0.0671.43-175.0-0.49-58.06-2550.03.739.38-10.5510.7776.85-31.75-5.4257.12-303.0-9.8140.51-352.07-0.253.49-281.82-0.2643.48-1400.0-9.8336.58-6043.75-9.8140.51-352.07-2.25-122.78-9.74
21Q1 (6)14620.6622.69-0.31-287.50-0.21-90.91-333.33-0.31-63.1603.41-13.893.656.09-36.43-71.79-12.64-94.76-492.55-16.49-254.62-353.02-0.43-65.38-490.91-0.46-360.00-15.50-268.17-976.39-16.49-254.62-353.029.95-127.09-56.56
20Q4 (5)1212.541.68-0.0833.33-150.0-0.11-22.22-320.0-0.19-90.062.753.9633.78-12.589.5895.91-31.33-6.4931.25-1542.22-4.6549.73-653.57-0.267.14-1400.0-0.128.57-152.63-4.2152.59-245.67-4.6549.73-653.57--0.00
20Q3 (4)11831.110.0-0.12-700.00.0-0.09-212.50.0-0.10-600.00.02.96-29.020.04.89-69.010.0-9.44-453.560.0-9.25-326.270.0-0.28-354.550.0-0.14-800.00.0-8.88-5450.00.0-9.25-326.270.0--0.00
20Q2 (3)90-24.370.00.0200.00.08-11.110.00.0200.04.1726.750.015.78-26.910.02.67-17.080.0-2.1740.380.00.110.00.00.0200.0-0.1688.890.0-2.1740.380.0--0.00
20Q1 (2)1190.00.00.00-100.00.00.0980.00.00.00100.00.03.29-27.370.021.5954.770.03.22615.560.0-3.64-533.330.00.11450.00.00-100.00.0-1.44-149.830.0-3.64-533.330.0--0.00
19Q4 (1)1190.00.00.160.00.00.050.00.0-0.510.00.04.530.00.013.950.00.00.450.00.00.840.00.00.020.00.00.190.00.02.890.00.00.840.00.0--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)
2024/111.42-4.42-51.4422.9323.854.51N/A本月營收較去年同期減少,主要係產品銷售組合變化及隨工程執行進度認列所致。
2024/101.48-7.67-27.8521.5237.964.77N/A-
2024/91.61-3.84-8.0820.0347.964.811.04-
2024/81.679.05-8.8118.4256.285.960.84113年累計營收較去年同期增加56.28%,主要係通信網路相關產品出貨及承接工程,隨工程執行進度認列收入較去年同期增加所致。
2024/71.53-44.28-12.1816.7568.277.460.67113年累計營收較去年同期增加68.28%,主要係通信網路相關產品出貨及承接工程,隨工程執行進度認列收入較去年同期增加所致。
2024/62.75-13.36109.0115.2285.397.680.68主要係通信網路相關產品出貨增加及本公司承接之工程,隨工程執行進度認列收入所致。
2024/53.1881.78186.7812.4680.888.370.63主要係通信網路相關產品出貨增加及本公司承接之工程,隨工程執行進度認列收入所致。
2024/41.75-49.212.289.2960.597.470.7主要係通信網路相關產品出貨增加及本公司承接之工程,隨工程執行進度認列收入所致。
2024/33.4451.07124.77.5485.057.540.87主要係通信網路相關產品出貨增加及本公司承接之工程,隨工程執行進度認列收入所致。
2024/22.2825.2281.694.161.165.971.1主要係本公司承接之工程,隨工程執行情形認列收入所致。
2024/11.82-3.141.181.8241.186.621.0-
2023/121.88-35.7446.5420.3920.06.861.05-
2023/112.9242.083.5918.5217.836.731.07主要係本公司承接之工程,隨工程執行情形認列收入所致。
2023/102.0617.6160.8415.610.425.641.28主要係本公司承接之工程,隨工程執行情形認列收入所致。
2023/91.75-4.613.3913.545.45.331.5-
2023/81.835.0217.0811.795.714.91.64-
2023/71.7532.630.439.953.854.171.92-
2023/61.3218.879.678.21-0.464.131.7-
2023/51.11-35.16-3.786.89-2.194.351.61-
2023/41.7111.5532.785.78-1.884.491.56-
2023/31.5322.161.54.07-11.564.071.25-
2023/21.25-2.69-13.572.54-17.923.821.34-
2023/11.290.57-21.761.29-21.764.161.23-
2022/121.28-19.5-53.3417.0-1.644.151.13主要係去年同期客戶訂單集中12月出貨所致。
2022/111.5924.41-18.1515.718.124.561.03-
2022/101.28-24.39-7.814.1212.184.541.03-
2022/91.698.0166.7912.8414.654.61.02通信網路相關產品及電信收入增加所致
2022/81.5717.011.7211.159.464.111.14-
2022/71.3411.5-18.249.589.13.691.27-
2022/61.24.283.528.2515.373.641.43-
2022/51.15-10.51-19.967.0517.673.951.32-
2022/41.29-14.7213.235.8929.574.251.22-
2022/31.514.0127.624.6135.014.611.54-
2022/21.45-11.948.043.138.945.841.21-
2022/11.65-40.0231.791.6531.796.341.12-
2021/122.7541.2100.217.2820.246.081.17通信網路相關產品收入增加所致
2021/111.9440.1538.0614.5311.84.351.64-
2021/101.3936.7717.712.598.613.81.87-
2021/91.01-27.6412.4511.27.584.051.92-
2021/81.4-14.3826.4210.197.124.21.86-
2021/71.6441.273.28.784.574.241.84通信網路相關產品收入增加所致
2021/61.16-19.38-11.057.15-4.123.732.19-
2021/51.4426.61-4.065.99-2.663.762.18-
2021/41.14-3.89-16.564.55-2.23.32.48-
2021/31.1820.65-4.133.413.733.412.25-
2021/20.98-21.57-17.232.238.463.612.12-
2021/11.25-9.843.371.2543.374.041.9-
2020/121.39-1.64-27.8514.38-4.883.972.01-
2020/111.4119.4830.2313.0-1.543.492.29-
2020/101.1830.67-23.4511.59-4.383.192.5-
2020/90.9-18.65-40.210.41-1.62.962.84-
2020/81.1117.312.239.514.813.362.5-
2020/70.95-27.48-13.438.43.93.752.24-
2020/61.3-13.056.297.456.614.171.96-
2020/51.510.1136.466.156.684.12.0-
2020/41.3610.4320.694.65-0.333.782.16-
2020/31.234.16-1.03.29-7.033.292.6-
2020/21.1835.8530.352.06-10.323.962.16-
2020/10.87-54.12-37.020.87-37.020.0N/A-
2019/121.975.6543.8615.1-21.810.0N/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)1542.670.0900.21020.3519.7115.56570.692.6301.8100.5400.3200.140
2022 (9)1502.04-1.620-1.04017.0-1.622.32-54.33-11.660-15.210-1.980-2.650-2.440
2021 (8)14721.49-1.360-0.69017.2820.255.08-61.4-10.590-14.830-1.830-2.650-2.00
2020 (7)1211.68-0.190-0.04014.37-4.9613.1613.74-2.220-4.640-0.320-0.480-0.220
2019 (6)1190.0-0.510-0.22015.12-21.7411.57-11.95-5.100-8.310-0.770-1.00-0.610
2018 (5)1194.390.01-97.060.10-77.7819.32-5.6213.14-20.89-1.600-4.210-0.310-0.4700.01-97.56
2017 (4)11411.760.34-51.430.45-13.4620.4710.8316.61-8.891.97-31.12-1.6800.4-24.530.05-87.50.41-45.33
2016 (3)1020.990.702233.330.52420.018.4715.6518.2317.612.8600.3700.5300.400.751775.0
2015 (2)10114.770.03-97.780.10-78.2615.97-22.0215.50-11.53-2.930-4.900-0.470-0.600.04-96.69
2014 (1)8812.821.35-35.710.46-28.1220.4817.1617.5201.4001.0600.29-75.420.72-58.861.21-27.11

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