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(%)
24Q2 (20)230.00.0-0.54-125.0-460.0-0.0455.56-144.44-0.78-225.0-388.890.4231.25-20.759.27-54.54-39.61-4.94-5.78-201.23-29.59-68.6-560.19-0.02-100.0-166.67-0.12-100.0-500.0-29.81-73.01-537.1-29.59-68.6-560.1915.62-1212.5051.31
24Q1 (19)230.00.0-0.24-2300.0-300.0-0.0947.06-200.0-0.24-188.89-300.00.320.0-42.8620.391.9545.54-4.6766.93-212.53-17.55-1807.61-448.91-0.0180.0-150.0-0.060-300.0-17.23-1605.94-376.57-17.55-1807.61-448.91-16.66-1225.00-120.91
23Q4 (18)230.00.0-0.01-150.0-102.7-0.17-288.89-139.530.27-6.9-96.270.32-33.33-73.5520.0011.2360.13-14.12-323.77-290.04-0.92-216.46-113.09-0.05-266.67-155.5600-100.0-1.01-167.33-114.41-0.92-216.46-113.09-21.38-118.34-144.44
23Q3 (17)230.00.00.02-86.67-99.720.090.0-70.00.297.41-95.780.48-9.43-62.7917.9817.133.936.3129.39.740.79-87.71-99.380.030.0-57.140-100.0-100.01.50-78.01-98.830.79-87.71-99.38-7.39-30.840.00
23Q2 (16)230.00.00.1525.0314.290.090.0-70.00.27125.0184.380.53-5.36-57.2615.359.56-11.224.8817.59-26.736.4327.83622.760.0350.0-62.50.030.0250.06.829.471894.746.4327.83622.76-29.54-21.28-39.53
23Q1 (15)230.04.550.12-67.57146.150.09-79.0700.12-98.34146.150.56-53.72-21.1314.0112.17-16.314.15-44.151437.045.03-28.45162.020.02-77.7800.03-66.67150.06.23-11.13182.415.03-28.45162.02-29.96-81.19-17.87
22Q4 (14)230.0-41.030.37-94.8127.410.4343.33975.07.235.24697.521.21-6.29.0112.49-27.8-23.987.4329.22331.987.03-94.51114.70.0928.57350.00.09-94.55116.987.01-94.54114.837.03-94.51114.7-1.085088.3221.66
22Q3 (13)230.0-42.57.1210271.433290.480.300.00.06.872246.885184.621.294.0332.9917.300.06-34.425.75-13.66-40.1128.0010506.51362.860.07-12.5-22.221.658350.01962.5128.5033915.791169.76128.0010506.51362.8639.345172.260.00
22Q2 (12)234.55-42.5-0.0773.08-216.670.300276.47-0.32-23.08-300.01.2474.65129.6317.293.29-4.16.662366.67204.39-1.2384.83-126.680.080366.67-0.0266.67-200.0-0.3894.97-108.23-1.2384.83-126.6819.3176.91-50.00
22Q1 (11)22-43.59-45.0-0.2680.74-85.710.00-100.0100.0-0.2678.51-85.710.71-36.0433.9616.741.89-8.920.27-84.3103.43-8.1183.0423.20-100.0100.0-0.0688.680.0-7.5684.0128.41-8.1183.0423.2-10.80-331.06-93.34
21Q4 (10)39-2.5-43.48-1.35-742.86-255.260.04-86.67103.28-1.21-1030.77-47.561.1114.43177.516.43-37.72202.881.72-82.08102.52-47.82-646.5125.660.02-77.78107.14-0.53-762.5-103.85-47.28-567.1926.5-47.82-646.5125.6647.03-246.4394.90
21Q3 (9)400.0-54.550.21250.0400.00.30276.47169.770.13262.5137.140.9779.631112.526.3846.3120.079.60250.47106.628.7589.8110.190.09400.0181.820.08300.0233.3310.12119.05111.798.7589.8110.1940.76196.43149.60
21Q2 (8)400.0-55.060.06142.86175.0-0.1722.7364.58-0.0842.8670.370.541.891700.018.03-1.9792.57-6.3819.0498.334.61143.66101.81-0.0325.072.730.02133.33128.574.62143.75101.814.61143.66101.8117.20103.0152.35
21Q1 (7)40-42.03-54.55-0.1463.1626.32-0.2281.9757.69-0.1482.9326.320.5332.55200.018.38215.09-1.02-7.8888.4499.12-10.5683.5899.16-0.0485.7166.67-0.0676.9264.71-10.5683.5899.16-10.5683.5899.16216.25-189.85-50.88
20Q4 (6)69-21.596.15-0.38-442.86-100.0-1.22-183.72-248.57-0.82-134.29-95.240.4400.01233.33-15.97-172.6995.02-68.1753.0272.3-64.3325.0785.26-0.28-154.55-300.0-0.26-333.33-100.0-64.3325.0785.26-64.3325.0785.26283.33-215.18-86.65
20Q3 (5)88-1.1233.33-0.0712.5-800.0-0.4310.420.0-0.35-29.63-52.170.08166.6760.021.97987.62-47.15-145.0961.9935.88-85.8566.33-566.07-0.110.0-10.0-0.0614.29-700.0-85.8566.33-566.07-85.8566.33-566.07--0.00
20Q2 (4)891.140.0-0.0857.890.0-0.487.690.0-0.27-42.110.00.03200.00.02.02-89.120.0-381.7157.490.0-254.9779.650.0-0.118.330.0-0.0758.820.0-254.9779.650.0-254.9779.650.0--0.00
20Q1 (3)8835.380.0-0.190.00.0-0.52-48.570.0-0.1954.760.00.01-66.670.018.57105.790.0-897.93-264.860.0-1252.96-187.050.0-0.12-71.430.0-0.17-30.770.0-1252.96-187.050.0-1252.96-187.050.0--0.00
19Q4 (2)65-1.520.0-0.19-2000.00.0-0.3518.60.0-0.42-82.610.00.03-40.00.0-320.56-871.130.0-246.10-8.760.0-436.50-2469.710.0-0.0730.00.0-0.13-1400.00.0-436.50-2469.710.0-436.50-2469.710.0--0.00
19Q3 (1)660.00.00.010.00.0-0.430.00.0-0.230.00.00.050.00.041.570.00.0-226.270.00.018.420.00.0-0.10.00.00.010.00.018.420.00.018.420.00.0--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)
2024/100.2490.32278.191.36-17.40.5N/A增加土方工程營收
2024/90.131.38-27.751.12-29.40.38N/A-
2024/80.13-0.23-28.660.99-29.610.44N/A-
2024/70.13-33.46-2.030.86-29.740.41N/A-
2024/60.19113.45-24.180.74-32.990.420.43-
2024/50.09-37.99-39.740.55-35.580.410.44-
2024/40.14-16.970.970.46-34.710.350.51-
2024/30.17345.14-50.510.32-43.730.320.6減少土方工程營收
2024/20.04-62.82-22.780.14-32.60.260.74-
2024/10.1-9.15-35.640.1-35.640.360.53-
2023/120.11-19.07-57.821.91-57.420.320.4減少土方工程營收
2023/110.14120.82-71.811.79-57.390.380.34減少土方工程營收
2023/100.06-63.64-85.081.65-55.430.420.31減少土方工程營收
2023/90.180.11-60.871.58-51.520.480.17減少土方工程營收
2023/80.1837.0-67.041.41-50.020.560.14減少土方工程營收
2023/70.13-48.5-57.411.23-46.020.530.15減少土方工程營收
2023/60.2569.64-34.51.1-44.270.540.06-
2023/50.153.91-64.30.85-46.610.640.05減少土方工程營收
2023/40.14-59.31-71.780.7-40.420.540.06減少土方工程營收
2023/30.35594.6216.750.56-17.130.560.53-
2023/20.05-69.01-76.030.21-43.890.480.62減少土方工程營收
2023/10.16-40.45-4.00.16-4.00.940.32-
2022/120.27-45.92-15.514.4839.431.210.32-
2022/110.516.8914.774.245.571.390.28-
2022/100.43-4.643.053.751.091.420.27增加土方工程營收
2022/90.45-15.6746.323.2760.991.290.44增加土方工程營收
2022/80.5477.0240.12.8263.621.220.47增加土方工程營收
2022/70.3-20.7927.422.2870.351.10.52增加土方工程營收
2022/60.38-7.5398.781.9879.621.30.46增加土方工程營收
2022/50.41-17.8584.541.5975.561.220.49增加土方工程營收
2022/40.568.32217.811.1872.621.010.59增加土方工程營收
2022/30.342.5614.550.6828.890.680.94-
2022/20.2124.12103.280.3843.030.70.91增加土方工程營收
2022/10.17-47.594.560.174.560.930.69-
2021/120.32-26.5336.243.21515.541.180.47增加土方工程營收
2021/110.444.95383.732.89913.971.170.47增加土方工程營收
2021/100.4235.39441.732.451162.021.110.5增加土方工程營收
2021/90.31-19.261837.892.031638.220.930.43增加土方工程營收
2021/80.3861.0961.031.721606.660.810.49增加土方工程營收
2021/70.2423.55906.091.341966.110.650.61增加土方工程營收
2021/60.19-14.152310.151.12574.550.570.63增加土方工程營收
2021/50.2241.4610038.00.912638.160.640.56增加土方工程營收
2021/40.16-39.32806.580.682109.940.520.69增加土方工程營收
2021/30.26152.995152.310.533797.850.530.27增加土方工程營收
2021/20.1-36.155246.110.263007.740.50.28增加土方工程營收
2021/10.16-31.712355.920.162355.920.490.29增加土方工程營收
2020/120.24160.82727.510.52199.720.40.54增加土方工程營收
2020/110.0917.53222.110.2895.890.181.2增加土方工程營收
2020/100.08384.31682.960.1965.540.131.7增加土方工程營收
2020/90.02-55.7950.660.128.810.084.63增加土方工程營收
2020/80.0452.66325.730.14.220.075.17增加土方工程營收
2020/70.02195.9823.140.06-26.610.0310.35-
2020/60.01261.08-17.470.04-40.440.0311.57-
2020/50.0-87.34-68.380.03-44.170.0212.98被動元件營收減少
2020/40.02251.512.780.03-40.940.0213.13-
2020/30.0157.51-69.840.01-63.480.0123.74被動元件營收減少
2020/20.0-70.66-59.190.01-58.330.048.62被動元件營收減少
2020/10.01-76.99-58.140.01-58.140.065.05被動元件營收減少
2019/120.031.52125.010.17-50.20.0N/A主動元件營收減少
2019/110.03185.69343.620.15-56.820.0N/A主動元件營收減少
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)230.00.27-96.270.09-91.01.9-57.316.413.211.81-67.563.34-91.040.03-88.00.08-95.240.06-96.39
2022 (9)23-41.037.2301.002400.04.4541.7215.90-20.865.58389.4737.2700.25525.01.6801.660
2021 (8)39-43.48-1.2100.0403.14503.8520.0901.140-15.2100.040-0.460-0.480
2020 (7)696.15-0.820-2.7000.52225.0-8.620-117.540-108.440-0.610-0.570-0.570
2019 (6)651.56-0.420-1.6500.16-60.0-30.200-248.060-176.380-0.390-0.280-0.270
2018 (5)640.0-6.230-16.0000.4-86.53-16.270-925.380-1004.030-3.690-4.00-3.990
2017 (4)640.0-2.110-4.7802.97-55.41-0.450-38.950-47.300-1.160-1.410-1.350
2016 (3)640.0-0.770-2.7006.6647.022.410-9.520-7.750-0.630-0.520-0.50
2015 (2)640.0-2.070-3.4804.53-37.26-3.540-19.590-31.150-0.890-1.410-1.320
2014 (1)646.67-0.360-1.4307.2221.555.850-4.820-3.400-0.350-0.240-0.230

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