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8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(%)
26Q1 (8)490.00.0-0.21-216.6773.75-0.16-148.4876.12-0.2171.2373.752.11-20.3855.1521.85-7.42116.55-4.19-152.8485.33-4.87-242.8283.02-0.09-142.8676.92-0.1-211.1174.36-5.18-200.5884.31-4.87-242.8283.029.545.95388.26
25Q4 (7)490.00.00.18228.57-48.570.33925.0-10.81-0.7320.6532.412.6539.47-3.9923.6011.329.217.93755.3710.753.41197.15-45.350.211150.05.00.09228.57-47.065.15238.44-25.583.41197.15-45.3531.02-635.72387.50
25Q3 (6)490.00.0-0.14-1500.068.89-0.04-150.086.21-0.92-17.9535.661.922.5816.5621.2017.9714.47-1.21-137.2388.49-3.51-935.7174.06-0.02-140.088.24-0.07-800.068.18-3.72-464.7176.31-3.51-935.7174.0618.27-699.38-19.03
25Q2 (5)490.00.00.01101.25101.750.08111.94117.02-0.782.520.411.5513.9724.017.9778.1177.743.25111.38115.680.42101.46101.890.05112.82119.230.01102.56103.571.02103.09104.140.42101.46101.89--0.00
25Q1 (4)490.00.0-0.80-328.570.0-0.67-281.080.0-0.8025.930.01.36-50.720.010.09-53.310.0-28.57-499.020.0-28.68-559.620.0-0.39-295.00.0-0.39-329.410.0-33.02-577.170.0-28.68-559.620.0--0.00
24Q4 (3)490.00.00.35177.780.00.37227.590.0-1.0824.480.02.7669.330.021.6116.680.07.16168.130.06.24146.120.00.2217.650.00.17177.270.06.92144.080.06.24146.120.0--0.00
24Q3 (2)490.00.0-0.4521.050.0-0.2938.30.0-1.43-45.920.01.6330.40.018.52186.240.0-10.5149.30.0-13.5339.250.0-0.1734.620.0-0.2221.430.0-15.7036.230.0-13.5339.250.0--0.00
24Q2 (1)490.00.0-0.570.00.0-0.470.00.0-0.980.00.01.250.00.06.470.00.0-20.730.00.0-22.270.00.0-0.260.00.0-0.280.00.0-24.620.00.0-22.270.00.0--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)
2026/60.9720.481.654.5455.492.43N/A本期較去年同期變動81.65%,主係設備產銷較去年同期增加 22,543仟元,專業服務增加15,826仟元所致。
2026/50.820.7630.423.5749.672.17N/A本期年度累計較去年同期變動49.68%,主係設備產銷較去年同期增加 88,111仟元所致。
2026/40.66-5.7662.572.7756.342.11N/A本期較去年同期變動62.58%,主係設備產銷較去年同期增加 15,820仟元所致。
2026/30.7-4.6883.092.1154.482.111.52本期較去年同期變動83.10%,主係設備產銷較去年同期增加 25,686仟元所致。
2026/20.7411.0879.881.443.252.491.28本期較去年同期變動79,89%,主要係因設備產銷較去年同期增加 26,844仟元所致。
2026/10.67-39.016.820.6716.822.581.24無。
2025/121.0932.0720.217.4612.242.651.19無。
2025/110.8312.74-38.536.3710.992.211.42無。
2025/100.7313.1543.475.5526.112.021.55無。
2025/90.650.318.734.8223.831.92.0無。
2025/80.656.827.194.1724.661.782.13無。
2025/70.613.6925.843.5228.51.752.17-
2025/60.53-13.5412.452.9229.061.552.64-
2025/50.6150.5465.352.3933.451.412.92本期較去年同期增減百分比 65.36%,主要係因專業服務較去年同期增加NTD 28,681千元所致。
2025/40.416.120.231.7725.081.23.41-
2025/30.38-6.355.531.3635.11.362.89-
2025/20.41-27.8540.790.9851.81.892.09本年累計營收較去年同期增加11,901仟元,主係專業服務增加11,408仟元所致。
2025/10.57-37.2460.880.5760.882.821.4本月營收較去年同期增加21,548仟元,主係設備產銷及專業服務分別增加14,721仟元及5,400仟元所致。
2024/120.91-32.46166.196.65-12.12.761.39本月營收較去年同期增加56,647仟元,主係設備產銷增加51,447仟元所致
2024/111.34163.18273.625.74-20.512.41.6本月營收較去年同期增加98,389仟元,主係設備產銷增加95,714仟元所致。
2024/100.51-6.35-25.34.4-35.911.662.32
2024/90.55-9.4441.713.89-37.091.632.99
2024/80.625.473.733.34-42.321.553.13本月營收較去年同期增加25,547仟元,主係設備產銷及專業服務分別增加12,112仟元及12,034仟元所致。
2024/70.481.59-4.572.74-49.691.323.68
2024/60.4727.12-12.672.26-54.281.253.82本月營收及本年累計營收較去年同期分別減少6,859仟元及268,596仟元,主係設備銷售分別減少11,552仟元及237,293仟元所致。
2024/50.37-8.75-61.041.79-59.391.144.18本月營收及本年累計營收較去年同期分別減少58,252仟元及261,737仟元,主係設備銷售分別減少55,539仟元及225,909仟元所致。
2024/40.4111.74-53.691.42-58.941.064.49本月營收及本年累計營收較去年同期分別減少47,229仟元及203,485仟元,主係設備銷售分別減少38,252仟元及170,429仟元所致。
2024/30.3624.92-60.791.01-60.731.01N/A本月營收及本年累計營收較去年同期分別減少56,525仟元及156,256仟元,主係設備銷售分別減少47,217仟元及132,193仟元所致。
2024/20.29-17.56-69.160.65-60.690.99N/A本年累計營收較去年同期減少99,731仟元,主係設備銷售減少85,009仟元所致。
2024/10.353.84-49.210.35-49.211.05N/A
2023/120.34-5.2-56.237.57-51.581.38N/A本月營收及本年累計營收,較去年同期分別減少43,796仟元及806,107仟元,主係設備銷售分別減少38,373仟元及604,506仟元所致。
2023/110.36-47.38-57.657.22-51.341.43N/A本年累積營收較去年同期減少762,311仟元,主係設備銷售減少566,052仟元及專業服務減少165,241仟元所致。
2023/100.6877.66-48.546.87-50.951.41N/A本年累積營收較去年同期減少713,351仟元,主係設備銷售減少517,195仟元及專業服務減少168,026仟元所致。
2023/90.3811.01-71.916.18-51.211.23N/A本月營收及本年累積營收,較去年同期分別減少98,504仟元及648,873仟元,主係設備銷售分別減少88,686仟元及456,999仟元所致
2023/80.35-31.12-76.35.8-48.71.39N/A本月營收較去年同期減少111,573仟元,主係設備銷售金額減少93,614仟元所致。
2023/70.5-7.02-57.165.45-44.592.0N/A本月營收較去年同期減少67,119仟元(↓57.16%),主係設備銷售金額較去年同期減少62,047仟元所致。
2023/60.54-43.29-61.754.95-42.892.37N/A本月營收較去年同期減少87,351仟元,主係設備銷售較去年同期減少71,822仟元所致。
2023/50.958.47-36.414.41-39.212.76N/A
2023/40.88-5.39-46.343.45-39.942.76N/A
2023/30.93-1.72-45.442.57-37.392.57N/A
2023/20.9535.75-1.061.64-31.692.42N/A
2023/10.7-10.51-51.90.7-51.92.32N/A(一)設備銷售較去年同期減少44,787仟元 (二)雷射加工較去年同期減少24,093仟元
2022/120.78-8.28-42.915.6325.462.96N/A
2022/110.85-36.06-28.6114.8533.873.55N/A
2022/101.33-3.0310.1914.041.384.16N/A
2022/91.37-6.3215.5712.6745.74.01N/A
2022/81.4624.52127.1511.350.454.05N/A本月及本年累積營收,較去年及去年累積營收之增加,主係設備銷售分別增加93,598仟元及384,608仟元所致。
2022/71.17-16.9964.249.8443.264.09N/A本月營收較去年同期增加45,931仟元,主係設備銷售增加62,376仟元所致
2022/61.41-5.7330.488.6640.824.55N/A
2022/51.5-8.4634.717.2543.044.84N/A
2022/41.64-3.79102.375.7545.384.3N/A本期較去年同期增加,主係設備銷售增加83,355仟元所致。
2022/31.778.2187.054.1130.74.11N/A本期較去年同期增加,主係設備銷售增加78,536仟元所致。
2022/20.96-34.01-35.52.417.713.76N/A
2022/11.456.693.121.4593.123.99N/A本月較去年同期增加,主係設備銷售增加79,881千元所致
2021/121.3614.7434.9312.4624.433.74N/A
2021/111.18-1.315.3411.2324.593.72N/A
2021/101.2-9.9847.510.0525.783.18N/A
2021/91.33107.1873.178.8423.322.69N/A本月較去年同期增加設備營收計 40,708千元及增列海外子公司融資租賃收入15,645千元所致。
2021/80.64-9.96-25.07.5117.320.0N/A
2021/70.71-34.05-22.356.8723.880.0N/A
成長能力-近5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
2025 (5)490.0-0.730-0.2907.4612.1819.3542.28-2.040-4.840-0.150-0.370-0.360
2024 (4)490.0-1.080-1.0406.65-12.1513.600-11.110-7.950-0.740-0.760-0.530
2023 (3)496.52-4.520-3.7307.57-51.57-2.240-31.370-29.340-2.370-2.760-2.220
2022 (2)466.982.7632.062.5125.515.6325.4429.22-5.7410.572.528.2713.131.6528.911.7141.321.2941.76
2021 (1)430.02.092.962.0011.1112.4624.4831.00010.3107.3101.2817.431.2110.00.912.25

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