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 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(%)
23Q4 (20)380.00.00.86315.02966.670.71233.96373.08-0.1287.7678.182.62184.7819.0925.56-8.0967.280.25231.58350.00.33320.03400.011.71173.516605.5612.48174.952700.070.61107.5089.04
23Q3 (19)380.00.0-0.40-100.0-463.64-0.53-55.88-1866.67-0.98-71.93-88.460.92-43.56-8.9127.8196.4-22.47-0.19-58.33-1800.0-0.15-87.5-475.0-15.93-305.34-965.76-16.65-255.77-499.2825.24-27.02-21.53
23Q2 (18)380.00.0-0.2045.9516.67-0.3412.82-41.67-0.57-54.059.521.6394.05-2.9814.16-34.44-20.27-0.1225.0-50.0-0.0842.8611.11-3.9376.5220.45-4.6872.2914.4416.11-543.69-18.59
23Q1 (17)380.00.0-0.37-1133.335.13-0.39-50.026.42-0.3732.735.130.84-61.82-10.6421.6041.3633.83-0.16-60.020.0-0.14-1300.06.67-16.74-9200.0-8.91-16.89-3418.75-6.6328.00-630.30-508.33
22Q4 (16)380.00.0-0.03-127.27-104.05-0.26-966.67-152.0-0.55-5.77-303.72.2117.824.7615.28-57.4-46.93-0.1-900.0-143.48-0.01-125.0-103.57-0.18-109.78-101.18-0.48-111.51-103.5738.979.28-427.08
22Q3 (15)380.00.00.11145.83139.290.03112.5108.11-0.5217.46-10.641.01-39.88-14.4135.87101.97123.91-0.0187.592.860.04144.44136.361.84137.25119.474.17176.23146.5419.4292.1583.61
22Q2 (14)380.00.0-0.2438.46-9.09-0.2454.727.69-0.63-61.54-231.581.6878.720.017.7610.041.83-0.0860.011.11-0.0940.00.0-4.9467.86-5.78-5.4765.47-7.4711.74-57.12-75.64
22Q1 (13)380.00.0-0.39-152.7-1400.0-0.53-206.0-1160.0-0.39-244.44-1400.00.94-55.24-57.0816.14-43.94-9.43-0.2-186.96-1100.0-0.15-153.57-1600.0-15.37-200.65-3000.0-15.84-217.77-3088.6811.36105.8014.57
21Q4 (12)380.00.00.74364.29248.00.50235.14181.970.27157.45-42.552.177.970.9628.7979.7179.940.23264.29192.00.28354.55247.3715.27261.59252.5513.45250.11247.3224.10168.5196.41
21Q3 (11)380.00.0-0.28-27.27-47.37-0.37-42.31-54.17-0.47-147.37-148.451.18-29.76-12.5916.02-8.14-37.52-0.14-55.56-55.56-0.11-22.22-57.14-9.45-102.36-82.79-8.96-76.03-67.16-26.52-430.30-331.15
21Q2 (10)380.00.0-0.22-833.33-111.46-0.26-620.073.2-0.19-733.33-116.381.68-23.2982.6117.44-2.13874.3-0.09-550.075.0-0.09-1000.0-112.33-4.67-981.13-105.83-5.09-1060.38-106.43-9.00-363.67-255.90
21Q1 (9)380.00.00.03106.0103.90.05108.2106.330.03-93.62103.92.195.29204.1717.8211.3864.390.02108.0106.060.01105.26103.450.53105.29101.20.53105.81101.3229.68-28.58-22.98
20Q4 (8)380.00.0-0.50-163.16-100.0-0.61-154.17-35.560.47-51.55129.192.0854.0729.1916.00-37.65.06-0.25-177.78-38.89-0.19-171.43-90.0-10.01-93.62-50.53-9.13-70.34-51.6650.41-136.53-39.45
20Q3 (7)380.00.0-0.19-109.945.71-0.2475.2617.240.97-16.38171.321.3546.748.025.641332.427.25-0.0975.025.0-0.07-109.5946.15-5.17-106.4656.26-5.36-106.7750.037.26119.7326.24
20Q2 (6)380.00.01.92349.35500.0-0.97-22.78-106.381.16250.65214.850.9227.78-28.121.79-83.49-89.15-0.36-9.09-100.00.73351.72505.5680.04281.29646.3579.15296.65662.54-13.7570.68-49.17
20Q1 (5)380.00.0-0.77-208.0-45.28-0.79-75.56-58.0-0.7752.17-45.280.72-55.28-25.7710.84-28.82-44.09-0.33-83.33-65.0-0.29-190.0-45.0-44.15-563.91-107.37-40.25-568.6-92.86--0.00
19Q4 (4)380.00.0-0.2528.570.0-0.45-55.170.0-1.61-18.380.01.6128.80.015.23-24.420.0-0.18-50.00.0-0.123.080.0-6.6543.740.0-6.0243.840.0--0.00
19Q3 (3)380.00.0-0.3527.080.0-0.2938.30.0-1.36-34.650.01.25-2.340.020.1522.120.0-0.1233.330.0-0.1327.780.0-11.8219.320.0-10.7223.810.0--0.00
19Q2 (2)380.00.0-0.489.430.0-0.476.00.0-1.01-90.570.01.2831.960.016.50-14.90.0-0.1810.00.0-0.1810.00.0-14.6531.190.0-14.0732.580.0--0.00
19Q1 (1)380.00.0-0.530.00.0-0.500.00.0-0.530.00.00.970.00.019.390.00.0-0.20.00.0-0.20.00.0-21.290.00.0-20.870.00.0--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)
2024/30.3447.110.350.78-6.960.78N/A-
2024/20.236.649.880.45-11.841.68N/A-
2024/10.22-82.56-27.190.22-27.192.59N/A-
2023/121.248.9945.366.013.312.620.5-
2023/111.14361.0819.134.78-3.891.690.77-
2023/100.25-20.47-37.593.64-9.350.961.36-
2023/90.31-23.3429.193.39-6.280.971.54-
2023/80.459.580.533.08-8.791.840.81主係本期設備銷售之銷貨收入較上期增加所致
2023/70.25-78.63-53.462.68-15.121.650.9主係本期設備銷售之銷貨收入較上期減少所致
2023/61.19454.79-10.182.43-7.141.580.86-
2023/50.2115.83-6.481.24-3.920.741.86-
2023/40.18-45.3346.861.03-3.360.731.87-
2023/30.3461.0992.330.84-9.780.841.49主係本期設備銷售之銷貨收入較上期增加所致
2023/20.21-29.34-39.590.51-33.521.360.93-
2023/10.3-65.17-28.250.3-28.252.10.6-
2022/120.85-10.6652.245.82-17.752.20.48本月份銷貨機台及零件收入較去年度同期增加
2022/110.95141.5224.834.97-23.711.590.66-
2022/100.3964.63-42.834.02-30.10.861.22-
2022/90.247.11-9.33.62-28.311.011.27-
2022/80.22-58.88-7.753.38-29.472.090.61-
2022/70.54-58.77-20.473.16-30.632.090.61-
2022/61.32477.6339.092.61-32.421.670.76-
2022/50.2381.92-41.521.29-55.730.532.42主係因本年度工程收入及銷貨收入較去年同期減少所致。
2022/40.13-28.4-63.131.06-57.930.651.98主係因去年工程收入較本年度高所致。
2022/30.18-49.4-87.720.93-57.250.941.42主係因去年彬台自動化設備(蘇州)有限公司銷售食品整線自動化設備之銷售收入較本年度高所致。
2022/20.35-16.0720.130.760.441.321.01-
2022/10.41-26.1-10.120.41-10.121.740.77-
2021/120.56-26.75-53.087.0840.192.010.78年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/110.7610.5970.866.5168.911.720.92年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/100.69161.2165.595.7568.531.21.32年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/90.268.94-6.345.0568.991.191.33年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/80.24-64.55-3.844.877.121.880.85本年度累計營業收入較去年同期較高主係因本年度工程收入較去年同期增加所致。
2021/70.68-27.88-15.294.5585.442.020.79主係因本年度機台銷售收入及依照完工百分比法認列之工程收入較去年同期增加所致。
2021/60.95142.81141.133.87134.871.681.17茲因本月所銷售機台設備收入總金額為NTD 4,459萬元較上月增加所致。
2021/50.3914.694.472.92132.92.160.91本年度工程收入及銷貨收入較去年同期增加
2021/40.34-76.16118.712.53187.552.060.95本期工程收入較上期增加所致
2021/31.43395.21589.022.19202.282.181.08主係因本期彬台自動化設備(蘇州)有限公司銷售食品整線自動化設備之銷貨收入較去年增加所致
2021/20.29-37.2215.010.7646.821.941.21-
2021/10.46-61.4273.460.4673.462.11.12主係因本月工程收入依照完工百分比法認列的收入較去年同期增加所致。
2020/121.19166.7825.565.05-1.132.061.63-
2020/110.457.1953.493.86-7.221.152.92本月份銷貨機台及零件收入較去年度同期增加
2020/100.4247.7314.163.41-11.80.953.52-
2020/90.2811.85-67.72.99-14.591.340.97本月營業收入較去年同期降低係因去年有銷售單價高的單機所致。
2020/80.25-68.7712.92.713.061.450.89-
2020/70.81104.81428.782.462.141.580.82主係本期銷貨收入及工程收入較去年同期增加所致
2020/60.395.45-52.991.65-26.770.921.41本期銷貨收入較去年同期減少所致
2020/50.37140.1230.581.25-11.180.741.76-
2020/40.16-24.7-1.730.88-21.810.612.12-
2020/30.21-17.56-50.130.72-25.170.721.94茲因本期依照完工百分比法認列的工程收入較去年同期認列之工程收入減少所致。
2020/20.25-5.31-20.490.52-6.381.450.96-
2020/10.27-71.6812.520.2712.521.490.94-
2019/120.94221.54-33.395.09-2.651.590.8-
2019/110.29-20.27-54.314.168.631.530.84本月工程收入較去年同期減少所致
2019/100.37-58.0237.473.8721.211.460.88-
2019/90.87289.272.183.519.61.251.32-
2019/80.2246.24-27.522.6326.761.221.35-
2019/70.15-81.83-52.832.436.251.281.28主係因本月認列工程收入較去年同期減少所致。
2019/60.84193.66116.722.2556.431.291.2本月銷售機台之銷貨收入較上月增加所致
2019/50.2980.6848.651.4134.180.0N/A-
2019/40.16-56.32-59.31.1230.930.0N/A係因本月銷貨收入較去年同期減少所致。
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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)380.0-0.120-0.5806.013.2622.2713.05-0.220-0.050-0.050
2022 (9)380.0-0.550-1.0005.82-18.619.70-4.6-0.380-0.210-0.210
2021 (8)380.00.27-42.55-0.0807.1541.0320.6535.590.0200.140.00.1-44.44
2020 (7)380.00.470-2.5805.07-0.7815.23-13.17-1.0200.1400.180
2019 (6)380.0-1.620-1.6805.11-2.2917.54-16.08-0.680-0.650-0.610
2018 (5)380.0-1.030-1.2905.23-15.7820.90-15.83-0.550-0.450-0.390
2017 (4)380.0-0.400-0.9506.21-13.9924.8319.66-0.230-0.020-0.150
2016 (3)380.0-0.560-0.7907.22-36.8320.7540.39-0.30-0.20-0.210
2015 (2)385.56-0.270-0.50011.43-13.2814.78-23.38-0.230-0.140-0.10
2014 (1)362.861.4019.661.2636.9613.1814.1119.2900.6530.00.6821.430.5124.39

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。