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)2570.08.91.70-22.3728.792.04-8.1178.956.5334.92159.1328.67-5.47-21.3433.382.6881.8129.342.4497.1821.03-6.776.578.41-3.2255.174.38-22.240.3826.38-7.1871.5221.03-6.776.57-4.58-20.02-9.11
24Q2 (19)2575.339.832.19-17.67121.212.22-10.12103.674.8481.95303.3330.33-3.68-5.7832.51-13.9143.3428.64-14.94205.0122.54-17.53234.928.69-18.02187.755.63-13.52143.7228.42-16.85260.222.54-17.53234.92-20.209.37-4.02
24Q1 (18)2444.274.272.6636.411230.02.472.07404.082.66-40.361230.031.49-36.7217.7237.7656.03511.9933.6761.411133.3327.3395.4910222.2210.62.121352.056.5142.761256.2534.1895.3120205.8827.3395.4910222.22-0.1042.0757.17
23Q4 (17)234-0.850.861.9547.73419.672.42112.284740.04.4676.98180.549.7636.5268.9624.2031.81403.2620.8640.19288.7813.9817.38208.9610.3891.51419.384.5646.15423.417.5013.78207.6913.9817.38208.9624.8840.5358.44
23Q3 (16)2360.851.721.3233.3394.121.144.59442.862.52110.014.5536.4513.2357.5918.3637.43119.6214.8858.47276.7111.9176.9794.935.4279.47495.63.1235.0697.4715.3894.9382.0111.9176.9794.9316.79214.1663.52
23Q2 (15)2340.00.860.99395.01880.01.09122.45878.571.20500.0-21.0532.1920.3484.8913.36116.531729.279.39243.96253.936.732592.59277.573.02313.7384.912.31381.251676.927.894741.18342.776.732592.59277.575.58263.89501.23
23Q1 (14)2340.861.30.20132.79-86.390.49880.0-52.880.20-87.42-86.3926.75-9.1720.286.17177.32-72.472.73124.71-85.97-0.2797.9-101.490.73122.46-83.140.48134.04-85.88-0.1798.95-100.75-0.2797.9-101.499.07-28.46401.90
22Q4 (13)2320.00.43-0.61-189.71-176.250.05-76.19-92.541.59-27.73-70.8829.4527.3210.96-7.98-195.45-177.33-11.05-379.75-246.55-12.83-309.98-287.57-3.25-457.14-262.5-1.41-189.24-177.05-16.25-292.31-304.4-12.83-309.98-287.5730.09535.1486.91
22Q3 (12)2320.00.430.681260.0-59.280.21250.0-86.362.2044.74-52.8923.1332.85-28.778.361119.51-63.763.95164.75-80.036.11261.21-58.720.91185.85-85.831.581115.38-59.078.45360.0-56.566.11261.21-58.725.57581.7068.27
22Q2 (11)2320.430.870.05-96.6-97.4-0.14-113.46-112.071.523.4-49.3317.41-21.72-26.17-0.82-103.66-103.12-6.10-131.35-127.99-3.79-120.89-116.43-1.06-124.48-120.620.13-96.18-97.07-3.25-114.31-111.64-3.79-120.89-116.43-18.96-6.42-29.12
22Q1 (10)2310.00.431.4783.7536.111.0455.2216.851.47-73.0836.1122.24-16.232.6222.41117.15-24.619.46158.09-16.8718.14165.2-6.164.33116.510.183.485.7937.6522.71185.66-7.1518.14165.2-6.16-17.2315.82-0.64
21Q4 (9)2310.08.450.80-52.115.940.67-56.4919.645.4616.9252.0926.54-18.26120.6210.32-55.27-37.767.54-61.88-26.086.84-53.78-25.332.0-68.8562.61.83-52.5923.657.95-59.13-25.146.84-53.78-25.339.72-32.56-11.87
21Q3 (8)2310.438.961.67-13.0223.71.5432.7627.274.6755.6758.8432.4737.759.3223.07-12.15-29.6419.78-9.22-23.3314.80-35.85-25.336.4224.922.053.86-12.8734.9719.45-30.36-20.8714.80-35.85-25.3339.1632.3831.55
21Q2 (7)2300.09.01.9277.7886.411.1630.3422.113.00177.7889.8723.5840.6180.8326.26-11.64-12.0621.79-6.92-16.4823.0719.3524.175.1430.7951.184.4379.35104.1527.9314.1916.4223.0719.3524.1740.0067.1544.63
21Q1 (6)2307.9810.051.0856.5296.360.8958.93102.271.08-69.9296.3616.7739.441.7629.7279.2558.2523.41129.51104.8119.33111.03113.593.93219.51191.112.4766.89114.7824.46130.32112.3319.33111.03113.59-0.793.822.61
20Q4 (5)2130.471.910.69-48.8911.290.56-53.7212.03.5922.111.712.03-40.9723.3816.58-49.44-27.6310.20-60.47-32.239.16-53.78-22.51.23-76.62-16.331.48-48.2512.9810.62-56.79-30.999.16-53.78-22.5--0.00
20Q3 (4)2120.470.01.3531.070.01.2127.370.02.9486.080.020.3856.290.032.799.810.025.80-1.110.019.826.670.05.2654.710.02.8631.80.024.582.460.019.826.670.0--0.00
20Q2 (3)2110.960.01.0387.270.00.95115.910.01.58187.270.013.0410.230.029.8659.00.026.09128.260.018.58105.30.03.4151.850.02.1788.70.023.99108.250.018.58105.30.0--0.00
20Q1 (2)2090.00.00.55-11.290.00.44-12.00.00.55-84.420.011.8321.330.018.78-18.030.011.43-24.050.09.05-23.430.01.35-8.160.01.15-12.210.011.52-25.150.09.05-23.430.0--0.00
19Q4 (1)2090.00.00.620.00.00.500.00.03.530.00.09.750.00.022.910.00.015.050.00.011.820.00.01.470.00.01.310.00.015.390.00.011.820.00.0--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)
2024/1010.371.05-19.89100.86-6.8929.85N/A-
2024/910.2611.17-17.6590.5-5.1228.680.47-
2024/89.230.36-23.5280.24-3.2428.470.47-
2024/79.19-8.53-22.9571.020.229.320.46-
2024/610.05-0.26-39.7361.824.8830.330.38-
2024/510.08-1.2525.7251.7722.4931.00.37-
2024/410.21-4.7636.1441.6921.7428.710.4-
2024/310.7237.59-12.6831.4917.731.490.4-
2024/27.79-40.022.6520.7743.4742.130.3-
2024/112.98-39.288.412.9888.449.810.25本月及本年增加百分比達50%以上,主要係風力事業相關工程收入挹注所致。
2023/1221.3638.1597.28145.1557.549.760.28本月及本年增加百分比達50%以上,主要係風力事業相關工程收入挹注所致。
2023/1115.4619.4863.76123.7952.240.860.34本月及本年增加百分比達50%以上,主要係風力事業案相關工程收入挹注所致。
2023/1012.943.8841.91108.3350.6837.460.37本年增加百分比達50%以上,主要係風力事業案相關工程收入挹注所致。
2023/912.463.2537.995.3951.9636.450.49本年增加百分比達50%以上,主要係風力事業案相關工程收入挹注所致。
2023/812.061.159.1582.9454.3240.670.44本月及本年增加百分比達50%以上,主要係風力事業案依進度如期交貨及相關工程收入挹注所致。
2023/711.93-28.4583.0870.8753.5236.620.49本月及本年增加百分比達50%以上,主要係風力事業案依進度如期交貨及相關工程收入挹注所致。
2023/616.68108.06150.658.9448.6732.190.51本月增加百分比達50%以上,主要係風力事業案依進度如期交貨及相關工程收入挹注所致。
2023/58.026.9319.0142.2628.127.790.59-
2023/47.5-38.9286.4834.2530.4427.360.6本月增加百分比達50%以上,主要係因本月承接工程案件依進度認列收入較高所致。
2023/312.2761.7796.0326.7520.3126.750.47本月增加百分比達50%以上,主要係因本月承接工程案件依進度認列收入較高所致。。
2023/27.5910.08-7.3914.48-9.3625.310.5-
2023/16.89-36.34-11.436.89-11.4327.160.46-
2022/1210.8314.6844.7392.16-7.2429.390.46-
2022/119.443.53-5.6981.33-11.4727.590.49-
2022/109.120.950.8171.89-12.1825.730.53-
2022/99.0319.16-16.8862.77-13.7923.130.79-
2022/87.5816.3-29.3953.74-13.2520.750.88-
2022/76.52-2.06-40.046.16-9.8619.910.92-
2022/66.65-1.19-33.3539.65-1.7517.410.92-
2022/56.7367.54-13.6532.998.6317.020.94-
2022/44.02-35.79-30.6926.2616.3318.470.86-
2022/36.26-23.582.8822.2432.622.240.84-
2022/28.195.2847.4715.9849.5423.460.8-
2022/17.784.0351.787.7851.7825.270.74本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/127.48-25.2721.7599.3555.0126.540.74本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/1110.0110.6853.8391.8758.5429.920.65本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/109.04-16.7745.9181.8659.1430.650.64本年度增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/910.871.2272.4672.8260.9532.470.51本月及本年度增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/810.74-1.1751.8461.9559.0931.580.53本月及本年度增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/710.868.7855.0851.2260.728.650.58本月及本年度增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/69.9928.0271.9940.3561.5423.580.59本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/57.834.47108.8530.3758.3819.690.71本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/45.8-4.6960.6922.5746.1717.440.8本月增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/36.099.5458.3516.7741.7416.770.72本月增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2021/25.568.3518.9410.6833.7416.830.72-
2021/15.13-16.5554.585.1354.5817.780.68本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/126.14-5.5846.5164.09166.7718.850.53本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/116.514.98121.8457.95192.1919.010.52本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/106.2-1.62136.1751.44204.4119.570.51本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/96.3-10.87212.5745.24216.9520.380.56本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/87.070.93253.4638.94217.6819.880.57本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/77.020.65324.6931.87210.716.540.69本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/65.8155.46232.7624.98190.1813.150.7本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/53.733.46138.4619.17179.3611.190.82本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/43.61-6.07179.9815.44191.4512.120.76本月及本年增加達50%以上,係因風力事業陸續投產所致,收入較同期增加。
2020/33.84-17.72114.511.83195.1411.830.94本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加。
2020/24.6740.82283.497.99260.3112.180.91本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加
2020/13.32-20.9232.043.32232.0410.441.06本月及本年增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加
2019/124.1942.95160.0124.0345.180.0N/A本月增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加
2019/112.9311.7696.3619.8332.780.0N/A本月增加百分比達50%以上,主因風力事業陸續投產,影響收入較同期增加
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)2340.864.15162.665.14346.96145.1657.4117.00254.1713.481248.09.23746.7919.562003.2316.81912.6510.47183.74
2022 (9)2320.431.58-70.521.15-73.0792.22-7.184.80-77.721.00-94.321.09-92.920.93-94.681.66-91.313.69-70.71
2021 (8)2318.455.3655.364.2735.1399.3573.4521.54-16.6117.60-10.4315.401.9917.4955.4719.1177.1112.664.28
2020 (7)2131.913.45-2.273.16829.4157.28138.4725.8367.6219.65305.1515.10-49.5711.25861.5410.7935.557.670.13
2019 (6)2098.293.5300.34750.024.0267.6215.4131.484.854309.0929.9401.175750.07.9607.660
2018 (5)1933.76-0.0900.04-71.4314.33-30.111.7282.550.11-90.18-3.1900.02-91.3-0.260-0.170
2017 (4)1860.00.32-17.950.14-71.4320.5-10.176.42-49.171.12-84.112.42-22.680.23-85.710.47-56.480.59-19.18
2016 (3)1860.00.39-61.760.49-44.9422.82-24.5612.630.087.05-17.743.13-50.41.61-37.841.08-50.680.73-61.38
2015 (2)1862.21.02191.430.8997.7830.254.7412.6290.638.5785.96.31182.962.5994.742.19163.861.89190.77
2014 (1)18215.190.35-69.030.45-53.1228.88-16.726.6204.6102.2301.33-51.10.83-61.570.65-65.97

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