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(%)
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)
2023/121.4916.6175.0316.4411.894.56N/A主係本期銷售2台高單價鑽孔機及起重機,總金額約新幣240萬,致使本月營收較去年同期增加50%以上。
2023/111.28-28.154.3514.947.784.66N/A-
2023/101.7811.5955.813.668.134.98N/A本期營收較去年同期增加超過50%係因本期起重機訂單需求數量及交易金額雙雙增加所致,故營收大幅增加。
2023/91.6-0.3296.1211.883.464.74N/A去年6月客戶向公司訂購鑽地機,交車後因客戶投標工程延遲,無力承擔全款改以租代買於去年9月銷退,致本月營收較去年9月增加。
2023/81.63.8143.2110.29-3.444.49N/A-
2023/71.5415.1515.678.68-8.864.54N/A-
2023/61.34-18.95-23.127.14-12.843.83N/A-
2023/51.6598.2736.535.8-10.163.74N/A-
2023/40.83-33.56-36.384.15-20.933.15N/A-
2023/31.2618.3915.753.31-15.783.31N/A-
2023/21.066.37-31.042.06-27.652.91N/A-
2023/11.016.85-23.71.0-23.73.08N/A-
2022/120.85-30.47-43.3714.69-5.013.22N/A-
2022/111.237.2632.2213.87-0.643.18N/A-
2022/101.1440.4611.2712.64-3.063.08N/A-
2022/90.81-27.21-37.2811.49-4.373.27N/A-
2022/81.12-16.14-7.4710.65-0.564.2N/A-
2022/71.33-23.4654.579.530.224.29N/A去年同期因受到新冠疫情及海上運輸雍塞等影響,致使客戶部分訂單延宕,而未能準時如期交貨,而造成去年7月份銷售金額較低所致。
2022/61.7443.93-5.948.19-5.294.27N/A-
2022/51.21-7.61-22.856.46-4.943.61N/A-
2022/41.3120.8726.235.240.433.93N/A-
2022/31.08-29.47-13.93.93-5.983.93N/A-
2022/21.5417.756.112.84-2.714.35N/A主係泰國地區工程需求, 本期交貨4台大型設備予泰國客戶, 因設備單價較高故銷貨收入大幅增加。
2022/11.31-13.27-32.711.31-32.713.74N/A-
2021/121.5162.3538.515.464.823.46N/A-
2021/110.93-9.72-13.0513.962.113.25N/A-
2021/101.03-20.83-0.113.043.463.54N/A-
2021/91.37.37-18.812.013.753.37N/A-
2021/81.2140.09-16.1910.717.413.93N/A-
2021/70.86-53.43-32.889.5111.414.29N/A-
2021/61.8518.0657.228.6519.394.46N/A本期因新加坡及泰國客戶設備需求,共出售4台鑽孔機,該設備單價較高因而提升銷售額所致。
2021/51.5751.15122.066.7911.953.87N/A去年同期因疫情影響,新加坡地區大部分停工致收入減少。加上本期泰國客戶需求,出售4台鑽孔機,該設備單價較高因而提升銷售額。
2021/41.04-17.5629.95.22-2.743.28N/A-
2021/31.2627.89-21.964.18-8.724.19N/A-
2021/20.99-49.26-29.912.92-1.464.01N/A-
2021/11.9478.5224.241.9424.244.1N/A-
2020/121.091.91-28.1914.75-24.193.18N/A-
2020/111.073.71-39.113.67-23.853.7N/A-
2020/101.03-35.65-0.1112.6-22.194.07N/A-
2020/91.610.821.2411.58-23.714.33N/A-
2020/81.4412.192.569.97-26.643.91N/A-
2020/71.299.093.238.53-30.023.17N/A-
2020/61.1866.75-52.397.25-33.822.69N/A供應商受covid-19疫情影響,設備未能如期交貨,故本期銷售較去年同期減少所致。
2020/50.71-11.57-60.086.07-28.423.12N/A新加坡政府因covid-19疫情實施阻斷措施,自4/7起非必要服務之工作場所(工程項目)關閉(至6/1止),故新加坡地區收入減少。
2020/40.8-50.47-61.425.37-19.943.82N/A新加坡政府因covid-19疫情實施阻斷措施,自4/7起非必要服務之工作場所(工程項目)關閉(至6/1止),故新加坡地區收入減少。
2020/31.6114.861.064.58-1.054.58N/A-
2020/21.41-10.07-11.232.97-2.254.48N/A-
2020/11.563.177.651.567.654.83N/A-
2019/121.51-13.56-19.1719.46-1.414.3N/A-
2019/111.7570.116.7717.950.454.36N/A-
2019/101.03-34.77-44.3816.19-0.194.02N/A-
2019/91.5812.26-38.815.175.574.23N/A-
2019/81.4112.93-23.0713.615.325.13N/A-
2019/71.25-49.69-28.0212.1922.365.49N/A-
2019/62.4839.8236.8210.9532.956.32N/A-
2019/51.77-14.5439.698.4831.895.44N/A-
2019/42.0729.7460.836.7129.995.25N/A本期新加坡營建市場景氣回溫,銷售訂單增加所致。
2019/31.60.8915.584.6319.684.63N/A-
2019/21.589.0541.493.0321.950.0N/A-
2019/11.45-22.545.941.455.940.0N/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
2022 (10)780.0-1.5300.00014.68-5.059.7325.71-3.530-8.460-0.520-1.220-1.20
2021 (9)780.0-1.9700.00015.465.247.7479.17-5.650-10.550-0.870-1.750-1.540
2020 (8)782.63-1.6900.00014.69-24.44.32-57.19-8.560-9.770-1.260-1.650-1.320
2019 (7)761.33-1.1100.00019.430.2610.0912.24-3.330-4.670-0.650-1.090-0.850
2018 (6)757.14-1.8100.00019.3829.558.9911137.5-6.100-7.020-1.180-1.280-1.350
2017 (5)702.94-5.5400.00014.96-22.160.08-98.55-14.860-26.110-2.220-3.590-3.910
2016 (4)680.0-1.2900.00019.22-10.45.50-36.19-7.510-4.560-1.440-1.050-0.880
2015 (3)686.25-2.4100.00021.45-12.168.62-45.06-4.260-7.710-0.910-1.820-1.640
2014 (2)646.670.38-56.320.00024.4214.3815.69-19.994.21-35.920.99-59.591.03-26.430.37-36.210.24-53.85
2013 (1)60-1.640.8700.00021.35-3.5219.6106.5702.4501.4-50.180.58-35.560.5252.94

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