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)98-5.777.690.701100.07100.0-0.26-188.8944.680.28166.67135.02.1714.21-8.820.66-95.72-73.17-0.27-200.0-8.00.68950.06900.030.35833.09260.4530.35833.09260.4545.89581.58-66.94
23Q3 (19)1040.014.29-0.0763.16-600.0-0.0955.00-0.42-16.6746.151.977.57-24.015.4262.836.93-0.0957.14-200.0-0.0860.0-700.0-4.1478.65-144.97-4.1478.65-144.9719.7125.70-5.84
23Q2 (18)10433.3315.56-0.19-11.7669.84-0.20-66.67-217.65-0.36-111.7653.851.07-38.15-40.569.47-6.42-13.04-0.21-61.54-31.25-0.2-53.8564.91-19.39-135.661.26-19.39-135.662.03-32.73-805.883.90
23Q1 (17)78-14.29-13.33-0.17-1600.0-6.25-0.1274.4714.29-0.1778.75-6.251.73-27.3114.5710.12311.38-39.4-0.1348.027.78-0.13-1200.07.14-8.23-197.7431.87-8.23-197.7430.72-16.05-800.0037.23
22Q4 (16)910.01.11-0.010.097.3-0.470-161.11-0.80-2.56-128.572.38-4.835.232.46-82.94-56.31-0.25-733.3316.67-0.010.097.068.42598.22132.328.42598.22132.2117.0549.20-50.00
22Q3 (15)911.111.11-0.0198.41-108.330.00-100.0-100.0-0.780.0-4000.02.538.89-8.7614.4232.42-18.02-0.0381.25-142.86-0.0198.25-109.09-1.6996.62-164.26-1.6996.69-163.329.05-97.6760.72
22Q2 (14)900.00.0-0.63-293.75-1475.00.17221.43525.0-0.78-387.5-680.01.819.2130.4310.89-34.79-41.42-0.1611.11-77.78-0.57-307.14-1325.0-50.05-314.32-698.25-51.07-329.88-701.732.51-118.50121.83
22Q1 (13)900.00.0-0.1656.76-220.0-0.1422.22-180.0-0.1654.29-220.01.51-14.2-33.1916.70196.633.66-0.1840.0-800.0-0.1458.82-180.0-12.0853.63-1018.52-11.8854.55-970.27-24.98-175.78-120.71
21Q4 (12)900.00.0-0.37-408.33-42.31-0.18-263.64-238.46-0.35-1850.080.771.76-35.77-26.975.63-67.99-68.65-0.3-528.57-400.0-0.34-409.09-47.83-26.05-1090.49-139.87-26.14-1079.03-139.3831.39-4.1655.68
21Q3 (11)900.00.00.12400.0115.580.11375.0116.670.02120.0101.282.7498.5583.8917.59-5.3865.320.07177.78109.860.11375.0115.712.63141.95105.22.67141.92105.2729.80210.00197.50
21Q2 (10)900.00.0-0.0420.094.59-0.0420.094.29-0.10-100.087.341.38-38.94-48.8918.5915.39134.72-0.09-350.087.32-0.0420.094.03-6.27-480.5675.4-6.37-473.8775.05-22.5850.38-59.23
21Q1 (9)900.00.0-0.0580.770.0-0.05-138.4668.75-0.0597.250.02.26-6.22-37.0516.11-10.337.46-0.02-120.094.12-0.0578.26-25.0-1.0890.0682.61-1.1189.8482.127.7673.50-9.38
20Q4 (8)900.00.0-0.2666.23-4.00.13119.7150.0-1.82-16.67-333.332.4161.7446.9517.9668.8115.090.1114.08147.62-0.2367.140.0-10.8678.559.35-10.9278.4713.268.4631.0962.70
20Q3 (7)900.00.0-0.77-4.05-285.0-0.665.71-288.24-1.56-97.47-817.651.49-44.81-14.8610.6434.34-34.44-0.710.0-222.73-0.7-4.48-288.89-50.62-98.59-301.11-50.71-98.63-331.21-34.80-692.02-165.90
20Q2 (6)900.00.0-0.74-1380.0-922.22-0.70-337.5-975.0-0.79-1480.0-2733.332.7-24.7919.477.92-32.42-73.23-0.71-108.82-607.14-0.67-1575.0-937.5-25.49-310.47-523.42-25.53-311.77-590.0247.06-650.00-149.52
20Q1 (5)900.00.0-0.0580.016.67-0.1638.46-166.67-0.0588.116.673.59118.925.0911.7240.36-37.12-0.34-61.9-1233.33-0.0482.6120.0-6.2148.16-592.86-6.2050.75-15600.0--0.00
19Q4 (4)900.00.0-0.25-25.00.0-0.26-52.940.0-0.42-147.060.01.64-6.290.08.35-48.550.0-0.214.550.0-0.23-27.780.0-11.985.070.0-12.59-7.060.0--0.00
19Q3 (3)900.00.0-0.20-322.220.0-0.17-312.50.0-0.17-666.670.01.75-22.570.016.23-45.130.0-0.22-257.140.0-0.18-325.00.0-12.62-309.630.0-11.76-325.720.0--0.00
19Q2 (2)900.00.00.09250.00.00.08233.330.00.03150.00.02.26-21.250.029.5858.690.00.14366.670.00.08260.00.06.02377.780.05.2112925.00.0--0.00
19Q1 (1)900.00.0-0.060.00.0-0.060.00.0-0.060.00.02.870.00.018.640.00.00.030.00.0-0.050.00.01.260.00.00.040.00.0--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)
2024/30.3923.02-48.111.46-15.491.46N/A-
2024/20.32-57.37-20.831.079.92.05N/A-
2024/10.75-23.5131.710.7531.712.57N/A-
2023/120.9816.5458.866.88-16.232.170.4本月合併營業收入較去年同期增加,主係本期光纖銷售訂單較去年同期增加,及本期工程案件實際投入較去年同期增加所致。
2023/110.84136.324.815.9-22.322.130.4-
2023/100.36-61.91-63.765.06-25.521.760.49本月合併營業收入較去年同期減少,主係本期光纖銷售訂單較去年同期減少,及本期工程案件實際投入比較去年同期減少所致。
2023/90.9397.23-12.824.71-19.071.90.41-
2023/80.47-4.97-37.213.77-20.481.290.61-
2023/70.554.42-26.713.3-17.321.350.58-
2023/60.32-39.63-66.032.8-15.41.070.79本月合併營業收入較去年同期減少,主係去年同期系統工程達成收入認列要件所致
2023/50.53147.043.542.484.951.510.56-
2023/40.22-71.42-34.691.945.341.380.62-
2023/30.7687.7169.691.7314.091.730.37本月合併營業收入較去年同期增加,主係光纖金額較大之訂單於本月達成收入認列要件所致
2023/20.4-29.0712.010.97-9.11.590.4-
2023/10.57-7.74-19.810.57-19.811.990.32-
2022/120.62-23.11-42.248.211.492.40.33-
2022/110.8-18.3130.587.68.132.850.28本月合併營業收入較去年同期增加,主係光纖金額較大之訂單於本月達成收入認列要件及系統工程完工進度較去年增加所致
2022/100.98-8.36185.976.81.762.80.28本月合併營業收入較去年同期增加,主係光纖金額較大之訂單於本月達成收入認列要件及系統工程完工進度較去年增加所致
2022/91.0742.0523.495.81-8.212.50.33-
2022/80.7510.91-43.14.74-13.232.380.35-
2022/70.68-28.4324.383.99-3.682.140.39-
2022/60.9584.0365.523.31-7.951.80.48本月合併營業收入較去年同期大幅增加,主係系統工程於本月達成收入認列要件所致
2022/50.5255.8281.172.36-21.891.290.67本月合併營業收入較去年同期大幅增加,主係光纖金額較大之訂單於本月達成收入認列要件所致
2022/40.33-25.76-36.11.85-32.61.140.76-
2022/30.4523.9-34.811.51-31.781.510.59-
2022/20.36-49.23-4.351.07-30.432.140.42-
2022/10.71-33.54-38.890.71-38.892.120.42-
2021/121.07206.95104.778.09-19.281.760.51採完工百分比法認列營收之專案完工進度較大認列較多營收所致
2021/110.351.31-6.717.03-26.081.560.57-
2021/100.34-60.42-74.676.68-26.872.530.35採完工百分比法認列營收之專案去年完工進度較大認列較多營收所致
2021/90.87-34.5562.786.33-18.552.740.22本月依完工百分比法認列之營業收入較去年同期增加所致。
2021/81.32142.49115.245.47-24.532.440.25本月採完工百分比法認列之營收較去年度較多所致
2021/70.55-4.7660.194.14-37.511.40.43採完工百分比法認列營收之專案去年完工進度較大認列較多營收所致
2021/60.57101.4275.663.6-42.81.380.47採完工百分比法認列營收之專案去年完工進度較大認列較多營收所致
2021/50.28-45.04-63.383.02-49.291.490.44採完工百分比法認列營收之專案去年完工進度較大認列較多營收所致
2021/40.52-24.26-67.482.74-47.181.580.41採完工百分比法認列營收之專案去年完工進度較大認列較多營收所致
2021/30.6881.81-2.992.22-38.162.220.29-
2021/20.38-67.56-80.841.54-46.762.060.32採完工百分比法認列營收之專案去年完工進度較大認列較多營收所致
2021/11.16122.7125.921.1625.922.050.32-
2020/120.5239.82-0.7210.0317.732.250.41-
2020/110.37-72.48-44.359.518.952.260.41-
2020/101.35154.3207.99.1324.742.50.37子公司若干採全部完工法之專案於10月完工並認列營收所致
2020/90.53-13.46-4.387.7813.031.490.48-
2020/80.6280.48-5.217.2514.561.280.56-
2020/70.344.43-31.696.6317.831.450.5-
2020/60.33-58.01-53.636.2921.512.70.28本期認列營收金額減少
2020/50.78-51.2-23.35.9633.343.080.25-
2020/41.59125.96171.835.1849.964.260.18因子公司聯瑞科技本月認列工程收入131,410仟元,故本月合併營收上升
2020/30.71-64.1-46.193.5925.073.590.18-
2020/21.96113.25315.882.8984.943.410.19重要子公司聯瑞認列台電工程收入增加所致
2020/10.9275.57-15.320.92-15.322.120.3-
2019/120.52-21.61-57.118.52-4.531.630.42係因系統工程及服務收入減少所致
2019/110.6752.223.157.993.821.670.41-
2019/100.44-21.02-48.517.323.881.650.42-
2019/90.56-14.2240.396.8811.11.710.38-
2019/80.6530.07-29.256.329.11.850.35-
2019/70.5-29.1132.335.6315.322.220.29-
2019/60.7-30.5580.665.1814.972.30.27因聯光通於107.11.16取得聯瑞公司董事會過半數之董事席次,且具實質控制能力,故納入合併財務報告個體
2019/51.0172.96-12.764.478.740.0N/A-
2019/40.59-55.27-27.983.4617.220.0N/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)987.690.280-0.6606.88-16.08.50-19.81-0.700.2300.280
2022 (9)911.11-0.800-0.4308.190.7410.60-28.18-0.630-0.920-0.720
2021 (8)900.0-0.350-0.1608.13-20.2214.7622.69-0.340-0.50-0.320
2020 (7)900.0-1.820-1.40010.1919.612.03-36.88-1.660-1.930-1.640
2019 (6)900.0-0.420-0.4108.52-4.4819.06180.71-0.260-0.250-0.380
2018 (5)900.0-0.930-0.9808.92-8.146.79-13.28-0.90-0.780-0.840
2017 (4)900.0-0.290-0.7609.71-17.367.83-18.52-0.770-0.290-0.270
2016 (3)901.12-0.310-0.63011.75-24.829.61-40.72-0.60-0.270-0.280
2015 (2)892.30.31-41.510.21-55.3215.63-16.5116.214.780.65-30.110.71-24.470.28-40.43
2014 (1)874.820.5300.47018.7227.7815.4700.9300.9400.470

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