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)320.00.0-0.2871.7234.88-0.3462.6435.85-1.96-16.67-34.250.4871.4311.6380.6632.7110.43-24.6276.55-2.58-18.4783.8341.48-0.1258.62-20.0-0.0971.8835.71-20.6482.13-14.41-18.4783.8341.4837.5714.1222.98
24Q2 (19)320.00.0-0.99-43.48-115.22-0.91-16.67-106.82-1.68-143.48-63.110.283.7-17.6560.78-6.78-14.79-105.00-15.56-106.82-114.24-40.09-161.24-0.29-20.83-70.59-0.32-45.45-113.33-115.51-44.69-113.79-114.24-40.09-161.24-34.23-105.56-96.20
24Q1 (18)320.00.0-0.69-167.65-21.05-0.78-175.73-32.2-0.69-56.82-21.050.27-72.16-12.965.20-18.12-4.64-90.86-350.86-31.45-81.55-342.78-40.94-0.24-168.57-9.09-0.22-166.67-22.22-79.83-322.93-19.95-81.55-342.78-40.9426.7184.7859.30
23Q4 (17)320.00.01.02337.21191.431.03294.34232.26-0.4469.86-438.460.97125.58-1.0279.639.0233.0936.22250.92265.4933.59206.43193.360.35450.0250.00.33335.71200.035.81298.5224.0733.59206.43193.3676.03171.86136.94
23Q3 (16)320.00.0-0.436.52-7.5-0.53-20.45-12.77-1.46-41.75-563.640.4326.477.573.042.42.34-24.0052.7334.16-31.5627.832.68-0.141.1828.57-0.146.67-7.69-18.0466.6142.73-31.5627.832.6818.0712.912.49
23Q2 (15)320.00.0-0.4619.332.35-0.4425.4233.33-1.03-80.7-672.220.349.680.071.334.337.34-50.7726.5517.66-43.7324.4231.44-0.1722.7319.05-0.1516.6731.82-54.0318.8114.74-43.7324.4231.44-29.35-121.78-132.45
23Q1 (14)320.00.0-0.57-262.86-166.28-0.59-290.32-167.05-0.57-538.46-166.280.31-68.37-85.3868.3714.2793.9-69.12-797.48-565.14-57.86-605.33-545.08-0.22-320.0-168.75-0.18-263.64-164.29-66.55-702.26-550.58-57.86-605.33-545.0838.31-37.68-62.18
22Q4 (13)320.06.670.35187.5-52.050.31165.96-47.460.13159.09117.810.98145.013.9559.83-16.17-16.09.91127.19-55.611.45135.31-54.360.1171.43-47.370.11184.62-50.011.05135.08-56.211.45135.31-54.3681.33114.3497.38
22Q3 (12)320.03.23-0.4041.18-33.33-0.4728.79-51.61-0.22-222.2285.330.417.65-14.8971.377.46.16-36.4540.89-65.08-32.4349.15-64.54-0.1433.33-40.0-0.1340.91-44.44-31.5050.29-56.72-32.4349.15-64.54-33.16-68.94-73.11
22Q2 (11)320.014.29-0.68-179.07-4.62-0.66-175.0-32.00.18-79.07114.750.34-83.960.066.4588.46-6.72-61.66-514.94-20.64-63.78-590.62-18.15-0.21-165.62-23.53-0.22-178.57-22.22-63.37-529.05-13.26-63.78-590.62-18.1531.27-80.63-62.92
22Q1 (10)326.6714.290.8617.81250.880.8849.15204.760.86217.81250.882.12146.51657.1435.26-50.5-30.6614.86-33.42115.2713.00-48.19122.490.3268.42218.520.2827.27275.014.77-41.46124.8813.00-48.19122.49114.75180.57169.73
21Q4 (9)30-3.237.140.73343.3315.870.59290.3218.0-0.7351.3332.410.8682.9811.6971.235.95-2.122.32201.09-2.3225.09227.39.560.19290.05.560.22344.4422.2225.23225.520.625.09227.39.5660.61198.59164.16
21Q3 (8)3110.7110.71-0.3053.85-11.11-0.3138.024.39-1.50-22.9512.280.4738.249.367.23-5.63-9.77-22.0856.822.47-19.7163.49-5.46-0.141.1816.67-0.0950.0-12.5-20.1064.08-13.24-19.7163.49-5.4629.8419.9139.24
21Q2 (7)280.00.0-0.65-14.0434.34-0.5040.4845.05-1.22-114.0415.280.3421.4313.3371.2440.110.33-51.1147.4847.71-53.986.6342.81-0.1737.0441.38-0.18-12.535.71-55.955.7641.02-53.986.6342.81-21.11-102.26-113.76
21Q1 (6)280.00.0-0.57-190.48-29.55-0.84-268.0-170.97-0.5747.22-29.550.28-63.64-56.9250.85-30.11-12.94-97.31-525.86-360.75-57.81-352.45-206.03-0.27-250.0-92.86-0.16-188.89-33.33-59.37-336.72-150.4-57.81-352.45-206.037.7171.42-23.03
20Q4 (5)280.00.00.63333.33-36.360.50221.95-35.9-1.0836.84-111.760.7779.07-30.072.76-2.351.6622.85180.23-2.0622.90222.53-9.050.18250.0-30.770.18325.0-35.7125.08241.3-4.222.90222.53-9.05--0.00
20Q3 (4)280.00.0-0.2772.730.0-0.4154.950.0-1.71-18.750.00.4343.330.074.5115.390.0-28.4870.860.0-18.6980.20.0-0.1258.620.0-0.0871.430.0-17.7581.290.0-18.6980.20.0--0.00
20Q2 (3)280.00.0-0.99-125.00.0-0.91-193.550.0-1.44-227.270.00.3-53.850.064.5710.550.0-97.74-362.780.0-94.38-399.630.0-0.29-107.140.0-0.28-133.330.0-94.86-300.080.0-94.38-399.630.0--0.00
20Q1 (2)280.00.0-0.44-144.440.0-0.31-139.740.0-0.4413.730.00.65-40.910.058.41-18.390.0-21.12-190.530.0-18.89-175.020.0-0.14-153.850.0-0.12-142.860.0-23.71-190.570.0-18.89-175.020.0--0.00
19Q4 (1)280.00.00.990.00.00.780.00.0-0.510.00.01.10.00.071.570.00.023.330.00.025.180.00.00.260.00.00.280.00.026.180.00.025.180.00.0--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)
2024/100.79576.68579.541.8250.871.02N/A本月有醫學中心Main-PACS系統汰換案驗收
2024/90.124.22-24.261.03-5.410.481.08-
2024/80.11-56.1-40.710.91-2.310.471.09-
2024/70.25133.0172.940.87.370.461.13本月有較大型之PACS建置案驗收
2024/60.1114.3-23.670.55-16.240.281.26-
2024/50.130.239.830.44-14.150.281.27-
2024/40.07-31.18-33.230.34-19.080.261.37-
2024/30.1141.616.370.27-14.130.271.23-
2024/20.08-13.88-42.80.16-23.760.830.4-
2024/10.09-86.926.870.096.870.940.35-
2023/120.67251.67-12.822.06-46.290.970.01111年3月有醫學中心PACS建置案完工驗收
2023/110.1963.9267.141.39-54.640.460.02111年3月有醫學中心PACS建置案完工驗收
2023/100.12-24.5817.351.2-59.310.460.02111年3月有醫學中心PACS建置案完工驗收
2023/90.15-18.40.711.09-61.960.430.09111年3月有醫學中心PACS建置案完工驗收
2023/80.19102.0846.250.93-65.490.420.09111年3月有醫學中心PACS建置案完工驗收
2023/70.09-34.84-19.10.75-71.070.320.12111年3月有醫學中心PACS建置案完工驗收
2023/60.1464.57.860.65-73.490.340.06111年3 月有醫學中心PACS建置案完工驗收
2023/50.09-20.83-5.580.51-78.120.30.07111年3月有醫學中心PACS建置案完工驗收
2023/40.119.64-7.740.42-81.10.340.06111年3月有醫學中心PACS建置案完工驗收
2023/30.1-23.84-94.770.31-85.220.310.06111年3月有醫學中心PACS建置案完工驗收
2023/20.1360.937.290.215.120.980.02-
2023/10.08-89.33-23.650.08-23.650.960.02-
2022/120.77574.2945.643.8496.920.980.01本年有醫學中心PACS建置案完工驗收
2022/110.1115.09-48.373.07115.870.360.03今年有醫學中心PACS建置案完工驗收
2022/100.1-35.27-15.542.96145.910.380.03本月有醫學中心PACS建置案完工驗收
2022/90.1518.48-12.032.86163.280.40.683月有醫學中心PACS建置案完工驗收
2022/80.1311.77-3.372.71196.560.380.723月有醫學中心PACS建置案完工驗收
2022/70.12-13.12-30.752.58230.710.340.793月有醫學中心PACS建置案完工驗收
2022/60.1343.9921.292.46301.580.340.293月有醫學中心PACS建置案完工驗收
2022/50.09-22.65-28.822.33362.312.130.053月有醫學中心PACS建置案完工驗收
2022/40.12-93.7922.892.24497.212.130.05上月有醫學中心PACS建置案完工驗收
2022/31.921902.442453.242.12662.342.120.05本月有醫學中心PACS建置案完工驗收
2022/20.1-10.52-2.230.2-0.110.730.14-
2022/10.11-79.641.850.111.850.850.12-
2021/120.53139.029.351.95-9.470.861.41-
2021/110.2288.285.611.42-18.510.512.39-
2021/100.12-32.58-24.41.2-21.780.422.88-
2021/90.1730.14-0.361.09-21.480.472.62-
2021/80.13-19.8923.690.91-24.520.413.03-
2021/70.1752.1712.00.78-29.230.43.06-
2021/60.11-15.58.10.61-35.650.343.61-
2021/50.1333.5517.540.5-40.840.34.02-
2021/40.128.9310.00.38-49.490.274.48-
2021/30.08-23.32-57.60.28-57.50.280.07本年尚無大型專案驗收且海外市場業績衰退
2021/20.1-6.7847.810.2-57.460.610.03109年1月有大型專案驗收。
2021/10.11-74.15-74.430.11-74.430.720.03109年1月有大型專案結案驗收。
2020/120.4195.13-45.652.15-8.220.770.08-
2020/110.2134.77-20.031.759.280.540.11-
2020/100.15-11.1475.161.5414.990.440.14本月驗收結案合約較去年同期增加
2020/90.1761.5746.51.3810.740.430.21-
2020/80.11-27.462.321.216.990.360.25-
2020/70.1546.8652.881.17.470.360.25本月結案之合約金額較高
2020/60.1-8.12-62.510.952.720.30.1本月無大型專案結案驗收
2020/50.1124.9924.490.8529.430.380.08-
2020/40.09-50.3-14.30.7430.190.330.09-
2020/30.18167.31-38.770.6539.970.650.06-
2020/20.07-83.87-32.230.48167.761.230.03本年1月有大型專案結案驗收
2020/10.41-45.04410.740.41410.741.420.03本月有大型專案完工驗收
2019/120.75187.1126.982.3511.20.0N/A-
2019/110.26195.2174.061.65.080.0N/A10月遞延結案之合約於本期結案
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)320.0-0.440-0.5002.06-46.3575.1656.45-6.830-6.800-0.140-0.120-0.140
2022 (9)326.670.1300.0603.8496.9248.04-28.671.4501.0400.0600.0800.040
2021 (8)307.14-0.730-1.0601.95-9.367.35-0.38-18.160-11.210-0.350-0.230-0.220
2020 (7)280.0-1.080-1.1202.15-8.5167.61-8.38-17.520-14.400-0.380-0.320-0.30
2019 (6)280.0-0.510-0.3802.3511.3773.79-5.23-6.210-6.140-0.150-0.170-0.140
2018 (5)280.0-0.370-0.5002.114.9877.8623.67-8.340-4.970-0.180-0.120-0.10
2017 (4)280.0-1.510-1.2202.01-21.1862.9624.57-22.010-21.040-0.440-0.470-0.420
2016 (3)280.0-2.180-1.6602.55-13.8550.54-17.58-21.350-23.900-0.540-0.620-0.610
2015 (2)2812.0-0.210-0.1202.9640.2861.32-10.780.640-2.0000.02000-0.060
2014 (1)2519.05-2.680-2.1902.11-9.8368.730-34.790-32.010-0.730-0.720-0.680

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