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(%)
25Q1 (20)543.858.01.00-88.07270.371.63140.552816.671.00-86.45270.3723.0325.93473.5713.72397.1-51.914.63110.4614.442.00-97.39170.271.07144.582775.00.54-87.59315.383.16-95.86-1.562.00-97.39170.27177.10397.55-198.78
24Q4 (19)520.010.648.38883.18549.61-4.02-538.1-368.07.38830.69146.825.428.274.852.76-89.06-93.13-44.52-387.62-342.0976.65584.21658.91-2.4-531.58-352.634.35876.79625.076.33631.18436.0376.65584.21658.9114.25210.01-299.82
24Q3 (18)524.013.04-1.07-463.16-248.61-0.63-61.54-200.0-1.01-1362.5-158.384.210.24-13.3725.23-2.74-21.48-9.13-74.24-204.34-15.83-171.99-342.05-0.38-72.73-188.37-0.56-460.0-269.7-14.37-450.57-267.68-15.83-171.99-342.052.49-316.76-305.77
24Q2 (17)500.08.7-0.19-170.37-161.29-0.39-550.0-160.00.08-70.37-92.084.24.747.1425.94-9.0812.59-5.24-482.22-52500.0-5.82-886.49-300.0-0.22-450.00-0.1-176.92-171.43-2.61-181.31-145.71-5.82-886.49-300.0-8.70-124.72-327.00
24Q1 (16)506.388.70.27-79.07-61.43-0.06-104.0-110.170.27-90.97-61.434.01-22.14-5.4228.53-28.94-3.74-0.90-104.89-108.770.74-92.67-90.01-0.04-104.21-109.090.13-78.33-59.383.21-77.46-68.50.74-92.67-90.01-8.090.0517.05
23Q4 (15)472.172.171.2979.1786.961.50138.197.372.9972.8382.325.155.9731.0440.1524.9620.6418.39110.1733.5510.1054.4330.830.95120.9375.930.681.8287.514.2466.1622.9710.1054.4330.8314.97105.72329.05
23Q3 (14)460.00.00.72132.26140.00.63520.0270.591.7371.2984.044.8623.9833.1532.1339.4532.178.7587400.067.956.54124.74104.380.430126.320.33135.71135.718.5750.0929.856.54124.74104.388.2138.27197.29
23Q2 (13)460.00.00.31-55.71-36.73-0.15-125.42-150.01.0144.2957.813.92-7.5519.1523.04-22.27-14.860.01-99.9-99.92.91-60.73-58.780-100.0-100.00.14-56.25-39.135.71-43.96-53.02.91-60.73-58.780.17-27.13-73.89
23Q1 (12)460.00.00.701.45366.670.59-22.371375.00.70-57.32366.674.247.8927.7129.64-10.9415.2410.26-25.49372.817.41-4.02290.00.44-18.52528.570.320.0357.1410.19-12.0177.667.41-4.02290.07.7865.72162.34
22Q4 (11)460.00.00.69130.0109.090.76347.061800.01.6474.4711.563.937.6710.0833.2836.946.4813.77164.3571.717.72141.2567.10.54184.21671.430.32128.57113.3311.5875.45101.047.72141.2567.19.3045.61151.87
22Q3 (10)460.00.00.30-38.78-47.370.17-43.33-51.430.9446.87-17.543.6510.943.9924.31-10.16-12.175.21-47.48-45.793.20-54.67-58.870.19-42.42-44.120.14-39.13-46.156.60-45.68-42.913.20-54.67-58.875.0293.94303.33
22Q2 (9)460.00.00.49226.678.890.30650.0-23.080.64326.6712.283.29-0.9-1.7927.065.21-5.889.92357.14-14.347.06271.582.620.33371.43-15.380.23228.579.5212.15231.063.937.06271.582.62-3.9586.06325.00
22Q1 (8)460.00.00.15-54.5525.00.040.0-55.560.15-89.825.03.32-7.02.1525.7213.22.272.175.85-28.621.90-58.8774.310.070.0-30.00.07-53.3340.03.67-36.2819.161.90-58.8774.31-2.65-48.33-44.28
21Q4 (7)460.00.00.33-42.11-25.00.04-88.57-90.911.4728.95113.043.571.712.5922.72-17.92-24.522.05-78.67-80.424.62-40.62-17.650.07-79.41-80.560.15-42.31-25.05.76-50.17-37.934.62-40.62-17.653.25-7.72-49.41
21Q3 (6)460.06.980.5726.67159.090.35-10.266.061.14100.0338.463.514.7817.027.68-3.7221.569.61-17.0131.647.7813.0866.950.34-12.8254.550.2623.81160.011.56-1.11144.927.7813.0866.953.93150.84161.53
21Q2 (5)460.04.550.45275.0-2.170.39333.33875.00.57375.01325.03.353.0840.1728.7514.313.8311.58280.92187.346.88531.194.720.39290.0290.00.21320.05.011.69279.551.486.88531.194.72--0.00
21Q1 (4)460.00.00.12-72.730.00.09-79.550.00.12-82.610.03.25-6.610.025.15-16.450.03.04-70.960.01.09-80.570.00.1-72.220.00.05-75.00.03.08-66.810.01.09-80.570.0--0.00
20Q4 (3)466.980.00.44100.00.00.4433.330.00.69165.380.03.4816.00.030.1032.190.010.4743.420.05.6120.390.00.3663.640.00.2100.00.09.2896.610.05.6120.390.0--0.00
20Q3 (2)43-2.270.00.22-52.170.00.33725.00.00.26550.00.03.025.520.022.77-17.770.07.3081.140.04.66-29.070.00.22120.00.00.1-50.00.04.72-59.030.04.66-29.070.0--0.00
20Q2 (1)440.00.00.460.00.00.040.00.00.040.00.02.390.00.027.690.00.04.030.00.06.570.00.00.10.00.00.20.00.011.520.00.06.570.00.0--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)
2025/58.38-7.64442.6240.46490.9223.14N/A本月因新增Broadway Industrial Group Limited 致營收增加
2025/48.9857.98597.6232.07504.8522.94N/A本月因新增Broadway Industrial Group Limited 致營收增加
2025/35.77-29.46320.323.09475.0923.090.52本月因新增Broadway Industrial Group Limited致營收增加
2025/28.18-10.46569.1417.32555.5323.070.52本月新增Broadway Industrial Group Limited致營收增加
2025/19.1458.84543.819.14543.8124.570.49本月因新增Broadway Industrial Group Limited 及銷售機台致營收增加
2024/125.75-40.58362.3229.3961.7416.970.66本月新增Broadway Industrial Group Limited致營收增加
2024/119.68532.03443.4323.6439.6412.620.89本月新增Broadway Industrial Group Limited致營收增加
2024/101.538.77-27.7413.96-7.844.472.52-
2024/91.41-7.8-23.5512.43-4.64.21.19-
2024/81.5320.348.3911.02-1.484.171.2-
2024/71.27-7.59-21.069.49-2.914.191.2-
2024/61.37-11.08-2.338.220.654.211.21-
2024/51.5419.9512.486.851.284.211.21-
2024/41.29-6.212.755.3-1.573.881.31-
2024/31.3712.28-23.994.01-5.424.011.19-
2024/21.22-13.844.562.648.323.891.23-
2024/11.4214.0711.791.4211.794.451.07-
2023/121.24-30.16-11.918.1727.975.150.88-
2023/111.78-15.9630.7516.9332.385.740.79-
2023/102.1215.0882.8415.1532.575.370.85本月銷售設備2台,故營收增加。
2023/91.8430.7234.0413.0326.894.861.02-
2023/81.41-12.3513.5611.1825.794.461.11-
2023/71.6114.3254.839.7727.774.421.12本月出售機器人數台致營收增加。
2023/61.444.9214.588.224.053.961.13-
2023/51.3720.2323.236.7626.274.321.04-
2023/41.14-36.7725.055.3927.074.121.09-
2023/31.8154.4860.974.2527.624.251.17本月新增設備銷售,故營收增加。
2023/21.17-7.8815.542.4410.643.851.29-
2023/11.27-10.16.481.276.484.041.23-
2022/121.413.6416.5714.23.763.931.31-
2022/111.3617.5-5.612.792.523.91.33-
2022/101.16-15.6226.3811.423.583.771.37-
2022/91.3710.75-5.710.261.523.651.4-
2022/81.2419.4917.868.892.733.541.44-
2022/71.04-17.424.237.650.213.411.5-
2022/61.2612.84-5.566.61-0.383.291.51-
2022/51.1122.01-1.425.350.913.151.57-
2022/40.91-18.61-1.124.241.543.051.63-
2022/31.1210.89-2.333.332.33.331.4-
2022/21.01-15.111.082.24.843.421.36-
2022/11.19-1.598.261.198.263.851.21-
2021/121.21-16.06-8.1713.6815.83.571.18-
2021/111.4457.3134.4112.4718.813.821.11-
2021/100.92-37.04-16.1711.0317.033.431.23-
2021/91.4638.4328.7510.1121.43.511.17-
2021/81.055.6718.358.6520.243.381.22-
2021/71.0-25.182.327.6321.023.461.19-
2021/61.3317.79110.016.6424.433.391.03主係去年受新冠肺炎之影響。
2021/51.1322.3816.955.3112.883.21.09-
2021/40.92-19.6117.234.1711.833.071.13-
2021/31.1514.7713.623.2510.393.251.01-
2021/21.0-9.0834.542.18.73.420.96-
2021/11.1-16.53-7.451.1-7.453.490.94-
2020/121.3222.86-8.5411.82-34.163.490.95-
2020/111.07-1.89-28.6410.5-36.43.31.01-
2020/101.09-3.3-25.129.42-37.183.121.07-
2020/91.1327.25-15.348.33-38.482.991.32-
2020/80.89-8.63-43.677.2-41.022.51.58-
2020/70.9753.55-46.996.31-40.630.0N/A-
2020/60.63-34.4-58.235.33-39.30.0N/A主係受新冠肺炎之影響,使客戶訂單遞延,導致營收大幅減少。
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
2024 (10)5210.647.23146.76-5.09017.82-1.9319.34-39.3-17.08018.27162.12-3.0403.5495.583.83175.54
2023 (9)472.172.9379.752.57110.6618.1727.9631.8614.739.9525.06.9738.291.8160.181.8148.361.3985.33
2022 (8)460.01.6310.881.2243.5314.23.827.776.647.9621.345.04-2.141.1325.561.2210.910.7511.94
2021 (7)460.01.47113.040.8539.3413.6815.7426.044.876.5642.35.15122.940.966.671.1107.550.67109.38
2020 (6)464.550.69-21.590.61-17.5711.82-34.1924.831.894.61-26.712.31-20.620.54-52.210.53-52.680.32-17.95
2019 (5)4410.00.88-73.410.74-71.4317.96-18.0724.37-12.286.29-37.162.91-61.151.13-48.41.12-50.00.39-72.92
2018 (4)405.263.313.762.596.1521.925.7427.78-5.8910.01-10.477.49-2.852.19-5.62.24-2.611.4410.77
2017 (3)382.73.196.332.44-3.9420.733.1929.521.5111.18-12.527.71-4.812.32-9.732.3-2.131.313.04
2016 (2)3715.623.0060.432.54213.5820.0930.5429.0814.1712.7880.768.1059.762.57135.782.3586.511.1588.52
2015 (1)3210.341.87-45.640.81-67.615.39-7.0725.4707.0705.0701.09-42.931.26-20.250.61-40.2

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