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)370.00.0-0.44-218.92-184.62-0.41-272.73-147.671.17-27.33-57.451.55-26.89-45.9925.57-14.8-25.58-0.18-800.0-147.37-0.16-214.29-184.21-12.88-276.44-243.59-10.46-263.95-258.25-22.04-127.00-199.16
23Q3 (19)370.00.00.37-35.09-61.46-0.11-125.58-118.641.6129.84-27.82.12-17.19-29.130.01-2.18-0.96-0.02-112.5-106.90.14-33.33-60.07.30-9.2-48.156.38-21.33-46.02-8.60-25.01-70.64
23Q2 (18)370.00.00.57-14.93-8.060.43-15.69-27.121.2485.07-2.362.560.0-21.9530.68-5.317.090.16-20.0-56.760.21-16.0-8.78.04-19.2-30.698.11-15.5216.52-5.406.96-28.20
23Q1 (17)370.00.00.6728.853.080.51-40.7218.750.67-75.643.082.56-10.8-10.832.40-5.726.270.2-47.3766.670.2531.584.179.9510.93-6.669.6045.2314.97-7.41-8.492.53
22Q4 (16)370.02.780.52-45.83-26.760.8645.7659.262.7523.32-68.212.87-4.01-21.834.3613.448.810.3831.0358.330.19-45.71-26.928.97-36.2912.556.61-44.08-5.84-6.424.5122.88
22Q3 (15)370.02.780.9654.84-5.880.590.0-48.252.2375.59-71.952.99-8.84-22.3430.305.765.980.29-21.62-43.140.3552.17-5.4114.0821.3817.2411.8269.8322.612.7225.11134.38
22Q2 (14)370.02.780.62-4.62-69.610.59268.75-75.521.2795.38-81.673.2814.29-45.1528.6511.65-7.340.37208.33-66.060.23-4.17-68.9211.608.82-26.166.96-16.65-43.96-3.76-6.5499.19
22Q1 (13)372.782.780.65-8.45-86.710.16-70.37-96.370.65-92.49-86.712.87-21.8-70.5625.6611.13-15.120.12-50.0-94.20.24-7.69-86.5210.6633.75-53.188.3518.95-54.35-13.24-19.42-61.50
21Q4 (12)360.02.860.71-30.39-86.50.54-52.63-90.28.658.81-41.03.67-4.68-65.1123.09-19.24-26.440.24-52.94-90.360.26-29.73-86.17.97-33.64-63.857.02-27.18-60.43-20.15-40.20-52.67
21Q3 (11)360.00.01.02-50.0-83.551.14-52.7-80.97.9514.72-16.233.85-35.62-58.7428.59-7.54-28.580.51-53.21-81.790.37-50.0-83.6312.01-23.55-60.739.64-22.38-60.13-37.14-54.14-49.03
21Q2 (10)360.012.52.04-58.28-15.352.41-45.3512.626.9341.72125.735.98-38.6766.5730.922.28-22.291.09-47.3418.480.74-58.43-5.1315.71-31.01-38.4912.42-32.09-42.74-23.00-32.66-32.66
21Q1 (9)362.869.094.89-7.03437.364.41-19.96379.354.89-66.64437.369.75-7.32279.3830.23-3.7-17.492.07-16.87370.451.78-4.81493.3322.773.2745.5918.293.156.192.71-11.10-13.84
20Q4 (8)35-2.7812.95.26-15.16442.275.51-7.71424.7614.6654.48249.0510.5212.75205.8131.39-21.58-3.82.49-11.07388.241.87-17.26523.3322.05-27.8982.5317.74-26.63101.8286.3271.0585.63
20Q3 (7)3612.516.136.20157.26307.895.97178.97323.49.49209.12193.819.33159.89184.4540.030.618.292.8204.35374.582.26189.74380.8530.5819.7388.4224.1811.4868.2799.79161.05155.79
20Q2 (6)32-3.033.232.41164.84167.782.14132.61154.763.07237.3678.493.5939.6919.6739.798.631.10.92109.09130.00.78160.0178.5725.5463.3106.821.6985.23133.237.2079.3360.12
20Q1 (5)336.456.450.91-6.1910.980.92-12.38100.00.91-78.3310.982.57-25.29-6.5536.6412.2931.80.44-13.7362.960.30.015.3815.6429.4717.9511.7133.2225.78--0.00
19Q4 (4)310.00.00.97-36.180.01.05-25.530.04.2030.030.03.444.880.032.63-3.580.00.51-13.560.00.3-36.170.012.08-25.570.08.79-38.830.0--0.00
19Q3 (3)310.00.01.5268.890.01.4167.860.03.2387.790.03.289.330.033.8411.50.00.5947.50.00.4767.860.016.2331.420.014.3754.520.0--0.00
19Q2 (2)310.00.00.909.760.00.8482.610.01.72109.760.03.09.090.030.359.170.00.448.150.00.287.690.012.35-6.860.09.30-0.110.0--0.00
19Q1 (1)310.00.00.820.00.00.460.00.00.820.00.02.750.00.027.800.00.00.270.00.00.260.00.013.260.00.09.310.00.0--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)
2024/30.95181.39-7.751.95-23.711.95N/A-
2024/20.34-48.5-43.531.0-34.541.46N/A-
2024/10.6643.38-28.690.66-28.691.63N/A-
2023/120.46-10.27-44.288.79-26.81.550.91-
2023/110.51-11.08-50.648.33-25.511.680.84較去年同期比較,本期營業收入減少,係因歐美地區疫情穩定需求下降,及美洲區客戶通路庫存過高。
2023/100.58-2.87-42.757.82-22.951.940.73-
2023/90.59-23.27-43.97.24-20.772.120.7-
2023/80.772.02-14.996.65-17.752.330.64-
2023/70.76-5.05-26.55.88-18.12.350.63-
2023/60.80.41-38.325.12-16.692.560.61-
2023/50.79-18.42-26.24.32-10.942.80.56-
2023/40.97-5.886.993.53-6.592.610.6-
2023/31.0372.258.832.56-10.92.560.77-
2023/20.6-34.97-27.961.52-20.662.350.84-
2023/10.9212.04-15.070.92-15.072.780.71-
2022/120.82-20.52-29.5512.01-48.312.870.74本月營收受主要市場美洲及歐洲客戶庫存調整之影響,恢復疫情前的情況。
2022/111.043.13-29.6111.18-49.33.10.68本月營收恢復疫情前的情況。
2022/101.01-4.82-0.8410.15-50.712.970.71本月營收恢復疫情前的情況。
2022/91.0616.26-16.399.14-53.292.990.85本月營收恢復疫情前的情況。
2022/80.91-11.79-20.328.09-55.843.230.79本月營收恢復疫情前的情況。
2022/71.03-20.31-28.57.18-58.23.40.75本月營收受主要市場美洲及歐洲客戶庫存調整之情況,恢復疫情前的情況。
2022/61.2920.14-5.86.15-60.913.280.96本月營收受主要市場美洲及歐洲客戶庫存調整之情況,恢復疫情前的情況。
2022/51.0818.27-29.014.86-66.182.941.07本月營收受主要市場美洲及歐洲客戶庫存調整之情況,恢復疫情前的情況。
2022/40.91-4.27-71.083.78-70.572.691.17本月營收受主要市場美洲及歐洲客戶庫存調整之情況。
2022/30.9514.01-71.882.87-70.42.871.26本月營收受主要市場美洲及歐洲客戶庫存調整之情況。
2022/20.83-23.34-63.251.92-69.613.091.17本月營收受主要市場美洲及歐洲疫情穩定,恢復疫情前的情況。
2022/11.09-7.05-73.161.09-73.163.730.97本月營收受主要市場美洲及歐洲疫情穩定,恢復疫情前的情況。
2021/121.17-20.59-65.3623.23-10.623.660.94本月營收受主要市場美洲及歐洲疫情穩定,恢復疫情前的情況。
2021/111.4745.29-59.6322.06-2.453.750.92本月營收受主要市場美洲及歐洲疫情穩定,恢復疫情前的情況。
2021/101.01-19.74-70.9620.598.543.421.01本月營收受主要市場美洲及歐洲疫情穩定,耳溫槍需求恢復疫情前的情況;本年度增加係受疫情影響增加訂單,帶動營收成長
2021/91.2610.8-60.1919.5826.483.841.0本月營收受主要市場美洲及歐洲疫情穩定,耳溫槍需求恢復疫情前的情況;本年度增加係受疫情影響增加訂單,帶動營收成長
2021/81.14-20.84-63.8918.3148.843.950.97本月營收受主要市場美洲及歐洲疫情穩定,耳溫槍需求恢復疫情前的情況;本年度增加係受疫情影響增加訂單,帶動營收成長
2021/71.444.98-52.0317.1787.764.330.89本月營收受主要市場美洲及歐洲疫情穩定,耳溫槍需求恢復疫情前的情況;本年度增加係受疫情影響增加訂單,帶動營收成長.
2021/61.37-9.45-32.2515.73156.126.030.67受疫情影響增加訂單,帶動營收成長。
2021/51.52-51.8380.3414.36248.88.040.5受疫情影響增加訂單,帶動營收成長
2021/43.15-6.9340.9712.85292.08.790.46受疫情影響增加訂單,帶動營收成長
2021/33.3848.99205.929.7278.379.70.58受疫情影響增加訂單,帶動營收成長。
2021/22.27-44.02449.596.32333.239.70.58受疫情影響增加訂單,帶動營收成長。
2021/14.0519.98287.334.05287.3311.080.51受疫情影響增加訂單,帶動營收成長。
2020/123.38-7.45217.4226.0108.3910.520.62受疫情影響增加訂單,帶動營收成長
2020/113.654.49250.8422.6298.2210.320.64受疫情影響增加訂單,帶動營收成長
2020/103.4910.02160.8118.9782.919.820.67受疫情影響增加訂單,帶動營收成長
2020/93.170.5193.7215.4871.379.340.54受疫情影響增加訂單,帶動營收成長
2020/83.165.14202.012.354.748.190.61受疫情影響增加訂單,帶動營收成長
2020/73.048.27160.049.1532.445.870.85受疫情增加之訂單陸續恢復外銷,以致帶動營收成長
2020/62.03141.0492.486.146.813.581.13本公司6月3日取得大陸商務部醫療物資生產企業清單後,因先前延誤出口之貨品及受疫情增加之訂單陸續恢復外銷,以致帶動營收成長
2020/50.8417.78-26.634.12-12.362.661.535月營收仍受尚未取得大陸商務部國外標準認證生產企業清單之影響,本公司已於6月3日列入前述清單,未來營收仍視實際出口情況為準
2020/40.71-35.41-11.183.28-7.772.231.824月額耳溫槍出口,因大陸商務部新規定,須取得國外標準認證的生產企業始能出口,以致部分產品延後至5月出口
2020/31.1167.6715.772.56-6.772.560.66-
2020/20.41-60.55-36.141.46-18.752.520.67營收受限係本公司產能皆在中國吳江,因受武漢疫情影響吳江廠物料不足及員工返工情況未完全恢復。
2020/11.05-1.67-8.981.05-8.983.150.54-
2019/121.062.29-30.7412.47-5.923.440.41-
2019/111.04-22.313.4811.41-2.673.460.41-
2019/101.3423.9-15.8810.37-3.253.470.41-
2019/91.083.34-45.969.03-1.053.280.54-
2019/81.05-9.466.517.9511.543.250.55-
2019/71.159.7523.956.9112.353.350.53-
2019/61.05-8.1216.435.7510.273.00.56-
2019/51.1542.5731.534.78.980.0N/A-
2019/40.8-15.81.63.553.270.0N/A-
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)370.01.17-57.450.43-80.378.79-26.8130.121.380.15-87.180.42-69.340.43-57.43
2022 (9)372.782.75-68.212.19-74.212.01-48.3429.712.411.17-70.081.37-64.961.01-67.94
2021 (8)362.868.65-41.08.49-41.2923.25-10.5829.01-19.83.91-41.113.91-39.753.15-39.42
2020 (7)3512.914.66287.8314.46284.5726.0108.3336.1715.416.64275.146.49286.315.2296.95
2019 (6)31-3.123.7831.713.7632.3912.48-5.9531.3424.661.7736.151.6835.481.3132.32
2018 (5)320.02.87-9.752.848.413.2716.9225.14-4.631.312.071.241.640.99-3.88
2017 (4)32-5.883.1828.232.62-10.2711.353.0926.361.461.16-4.131.2225.771.0322.62
2016 (3)349.682.4824.622.9258.711.014.1625.9811.311.2142.350.9724.360.8437.7
2015 (2)316.91.99136.91.84010.5735.1723.3412.160.852733.330.78136.360.61125.93
2014 (1)290.00.840-0.0507.8233.4520.8100.0300.3300.270

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