玩股撇步(動畫小學堂)  

  • 營業利益和稅後淨利成長率大於營收成長率, 通常代表公司在成長, 如果是漲很多的股票, 發現沒有這個現象就要留意了
  • 營收到某個數字後, 營業利益產生不成比例的增加, 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(%)
23Q2 (20)470.00.0-2.45-432.61-371.15-2.23-374.47-218.57-2.90-530.43-491.840.242.86-33.33-130.05-376.02-376.9-1.04-372.73-205.88-1.15-447.62-379.17-560.42-274.59-576.84-560.42-274.59-576.84111.43-191.03-166.25
23Q1 (19)470.00.0-0.4650.54-1250.0-0.4741.98-67.86-0.4666.67-1250.00.14180.0-75.86-27.3260.34-421.79-0.2242.11-69.23-0.2151.16-1150.0-149.6182.29-5021.38-149.6182.28-5021.3856.66-1187.23-48.13
22Q4 (18)470.02.17-0.93-2425.0-326.83-0.81-138.24-353.13-1.38-206.67-381.630.05-66.67-97.06-68.88-1780.0-377.29-0.38-137.5-353.33-0.43-2250.0-326.32-844.91-7590.34-7725.54-844.42-7585.99-7579.36-58.34-1158.65-43.41
22Q3 (17)470.00.00.04107.69-93.22-0.3451.43-164.15-0.458.16-742.860.15-50.0-89.864.10115.03-85.9-0.1652.94-164.00.02108.33-92.8611.28113.62-39.3211.28113.62-39.32-49.14-646.15-49.28
22Q2 (16)470.02.17-0.52-1400.0-300.0-0.70-150.0-677.78-0.49-1325.05.770.3-48.28-58.33-27.27-421.2-247.49-0.34-161.54-750.0-0.24-1300.0-300.0-82.80-2823.68-953.44-82.80-2823.68-860.56-57.08-745.12-168.75
22Q1 (15)472.172.170.04-90.24110.26-0.28-187.542.860.04-91.84110.260.58-65.8845.08.49-65.82160.08-0.13-186.6740.910.02-89.47111.113.04-72.56106.913.04-73.07106.7-25.51-60.38-113.56
21Q4 (14)46-2.130.00.41-30.51136.610.32-39.621700.00.49600.0111.721.714.86466.6724.84-14.58-28.520.15-40.0850.00.19-32.14137.2511.08-40.4106.4411.29-39.27106.6560.21261.67324.63
21Q3 (13)472.172.170.59553.85134.910.53688.89192.980.07113.46102.291.48105.56311.1129.0857.27170.390.25725.0196.150.28566.67135.918.59336.51108.6518.59315.66108.6692.78310.26385.26
21Q2 (12)460.00.0-0.1366.6764.86-0.0981.6373.53-0.52-33.3362.040.7280.0554.5518.49230.86450.85-0.0481.8275.0-0.0666.6764.71-7.8682.1494.95-8.6281.094.5256.6665.93-1134.18
21Q1 (11)460.00.0-0.3965.1861.0-0.49-2350.0-88.46-0.3990.6761.00.433.3366.67-14.13-140.66-61.49-0.22-1000.0-83.33-0.1864.7160.87-44.0174.4176.45-45.3673.2675.758.3349.45-1126.76
20Q4 (10)460.00.0-1.1233.7372.62-0.0296.4996.49-4.18-36.648.90.3-16.67-47.3734.75184.12127.72-0.0292.3192.86-0.5134.6272.73-171.9920.047.61-169.6520.9848.25105.30-161.5114.42
20Q3 (9)460.00.0-1.69-356.76-503.57-0.57-67.6516.18-3.06-123.3625.180.36227.27-41.94-41.31-683.87-1375.0-0.26-62.516.13-0.78-358.82-500.0-214.98-38.11-961.11-214.70-36.59-952.4586.55-146.88-49.21
20Q2 (8)460.00.0-0.3763.074.31-0.34-30.7770.94-1.37-37.064.040.11-54.17-57.69-5.2739.7793.45-0.16-33.3372.88-0.1763.0474.24-155.6616.7241.38-157.1915.9736.77-56.0369.2811.81
20Q1 (7)460.00.0-1.0075.5557.98-0.2654.3972.34-1.0087.7857.980.24-57.89-27.27-8.75-157.3455.56-0.1257.1472.73-0.4675.457.8-186.9143.0644.09-187.0642.9444.05-32.98-642.5835.28
19Q4 (6)460.00.0-4.09-1360.71-275.23-0.5716.1839.36-8.18-100.0-232.520.57-8.0626.6715.26370.99278.48-0.289.6836.36-1.87-1338.46-274.0-328.26-1520.24-198.45-327.83-1507.01-199.0965.20-640.0829.03
19Q3 (5)460.00.0-0.2880.56-33.33-0.6841.8816.05-4.09-7.35-198.540.62138.4634.783.24104.02-38.87-0.3147.4616.22-0.1380.3-30.0-20.2692.371.55-20.4091.791.59--0.00
19Q2 (4)460.00.0-1.4439.50.0-1.17-24.470.0-3.81-60.080.00.26-21.210.0-80.50-308.840.0-0.59-34.090.0-0.6639.450.0-265.5220.570.0-248.6025.640.0--0.00
19Q1 (3)460.00.0-2.38-118.350.0-0.940.00.0-2.383.250.00.33-26.670.0-19.69-130.290.0-0.440.00.0-1.09-118.00.0-334.28-203.920.0-334.33-205.020.0--0.00
18Q4 (2)460.00.0-1.09-419.050.0-0.94-16.050.0-2.46-79.560.00.45-2.170.0-8.55-261.320.0-0.44-18.920.0-0.5-400.00.0-109.99-434.450.0-109.61-428.750.0--0.00
18Q3 (1)460.00.0-0.210.00.0-0.810.00.0-1.370.00.00.460.00.05.300.00.0-0.370.00.0-0.10.00.0-20.580.00.0-20.730.00.0--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備註(年增率變動50%需說明原因)
2024/20.0-85.56-99.080.0-98.820.03N/A本月營收較去年同期營收減少,係因客戶訂單減少所致。
2024/10.0-96.91-98.770.0-99.00.04N/A本年營收較去年同期營收減少,係因客戶訂單減少所致。
2023/120.03419.6310.680.7-34.530.09N/A本年營收較去年同期營收減少,係因客戶訂單減少所致。
2023/110.01-88.09-58.940.67-35.760.13N/A本年營收較去年同期營收減少,係因客戶訂單減少所致。
2023/100.05-34.25530.850.66-35.430.25N/A本年營收較去年同期營收減少,係因客戶訂單減少所致。
2023/90.08-37.581.080.61-39.90.27N/A本年營收較去年同期營收減少,係因客戶訂單減少所致。
2023/80.1289.2793.380.54-45.190.24N/A本年營收較去年同期營收減少,係因客戶訂單減少所致。
2023/70.0720.2264.010.41-54.90.23N/A本月營收較去年同期營收減少,係因客戶訂單減少所致。
2023/60.05-50.38-15.290.35-60.330.21.47本月營收較去年同期營收減少,係因客戶訂單減少所致。
2023/50.11173.34-23.320.29-63.910.21.52本月營收較去年同期營收減少,係因客戶訂單減少所致。
2023/40.04-15.98-54.620.18-72.620.12.91本月營收較去年同期營收減少,係因客戶訂單減少所致。
2023/30.05213.17-79.770.14-75.370.144.21本月營收較去年同期營收減少,係因客戶訂單減少所致。
2023/20.02-80.77-73.570.09-72.330.124.87本月營收較去年同期營收減少,係客戶訂單減少所致。
2023/10.08179.05-72.080.08-72.080.124.89本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/120.0392.75-93.531.07-75.890.0512.09本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/110.0182.89-98.111.04-73.950.079.45本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/100.01-81.12-98.71.03-68.090.115.4本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/90.04-33.26-90.691.02-60.740.154.09本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/80.0660.53-88.690.98-54.310.173.57本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/70.04-37.91-91.20.91-41.930.252.43本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/60.06-55.08-85.260.87-21.970.31.76本月營收較去年同期營收減少,係因客戶訂單減少所致。
2022/50.1461.76-30.610.8118.340.471.11-
2022/40.09-62.567.460.6739.460.381.36-
2022/30.24309.2469.20.5846.110.580.99客戶訂單成長,本期營收較前期增加。
2022/20.06-79.69-61.820.3433.530.780.73適逢農曆春節假期,主要客戶提前於1月備貨,致2月營收較去年同期減少。
2022/10.28-35.33170.950.28170.951.510.38客戶訂單成長,故營收較前期增加。
2021/120.44-43.8228.034.45338.091.850.31本年度因客戶訂單成長,故營收較前期增加。
2021/110.7825.241763.44.01354.831.870.31本年度因客戶訂單成長,故營收較前期增加。
2021/100.6235.92395.543.23284.351.650.35本年度因客戶訂單成長,故營收較前期增加。
2021/90.46-18.9176.62.6264.691.480.36本年度因客戶訂單成長,故營收較前期增加。
2021/80.5724.87428.562.14291.451.460.36去年因受新冠肺炎疫情影響訂單減少,故本月營收較前期增加。
2021/70.454.08418.271.57258.021.10.48去年因受新冠肺炎疫情影響訂單減少,故本月營收較前期增加。
2021/60.44111.425817.631.12218.170.720.57去年因受新冠肺炎疫情影響訂單減少,故本月營收較前期增加。
2021/50.21150.55306.220.6898.490.430.96去年因受新冠肺炎疫情影響訂單減少,故本月營收較前期增加。
2021/40.08-41.0563.350.4862.620.371.1去年因受新冠肺炎疫情影響訂單減少,故本月營收較前期增加。
2021/30.14-7.65509.150.462.470.40.33去年因受新冠肺炎疫情影響訂單減少,故本月營收較前期增加。
2021/20.1544.120.00.2616.070.390.33去年受新冠肺炎疫情影響當月未出貨,故本月營收較前期增加。
2021/10.1-21.71-52.450.1-52.450.280.46營收較去年同期減少係配合客戶交期所致。
2020/120.13219.19-40.291.02-43.080.30.86-
2020/110.04-66.69-67.730.88-43.480.330.78本月及本年累計營收較前期減少,係受新冠肺炎疫情影響,客戶訂單減少所致。
2020/100.13-24.12-41.810.84-41.270.40.65-
2020/90.1754.9692.980.71-41.170.360.39本月營收較去年同期增加係客戶增加訂單所致,惟整體而言,今年度受新冠肺炎疫情影響,本年累計營收較去年同期減少。
2020/80.1122.44-2.720.55-51.430.20.69受新冠肺炎疫情影響,客戶訂單減少,致本年累計營收較去年同期減少。
2020/70.091088.46-79.450.44-56.720.150.96去年適逢客戶推出新產品,並於去年7月開始交貨,又因今年受新冠肺炎疫情影響,客戶訂單減少,致本月及本年累計營收較前期減少。
2020/60.01-85.48-88.460.35-40.290.113.04受新型冠狀病毒肺炎疫情影響,客戶訂單減少,致本期營收較去年同期減少。
2020/50.050.75-45.10.34-34.440.122.66-
2020/40.05119.79-53.440.29-32.160.074.5受新型冠狀病毒肺炎疫情影響,客戶訂單減少,致本期營收較去年同期減少。
2020/30.020.0-81.310.24-25.080.241.27受新型冠狀病毒肺炎疫情影響,客戶訂單減少,致本期營收較去年同期減少。
2020/20.0-100.0-100.00.228.970.450.7受新型冠狀病毒肺炎疫情影響,重要子公司南通四合不鏽鋼製品有限公司於2/25復工,原預計2月出貨之訂單,全數遞延出貨。
2020/10.22-1.6922.640.2222.640.580.54-
2019/120.2272.5126.781.784.640.570.86-
2019/110.13-39.93216.531.562.080.431.13本月營收較去年同期大幅增加,係因去年同期主要客戶調節庫存,對其出貨金額較低所致。
2019/100.22151.63-8.131.43-3.850.411.19-
2019/90.09-21.88-24.271.21-3.040.620.92-
2019/80.11-74.14-41.351.13-0.920.60.95-
2019/70.43567.51161.961.027.090.580.98本月營收較去年同期大幅增加,係客戶推出之新產品於本月開始交貨所致。
2019/60.06-30.95-21.670.59-24.960.262.91-
2019/50.09-14.54-6.910.53-25.350.322.38-
2019/40.11-11.77-8.540.43-28.370.0N/A-
2019/30.12443.4400.40.33-33.190.0N/A因配合農曆春節假期,主要客戶將訂單挪至3月出貨,而去年係於農曆春節前趕製出貨,故本月營收較去年同期增加。
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
2022 (10)472.17-1.380-2.1301.07-75.12-5.680-1.010-0.640-0.640
2021 (9)460.00.4900.2604.3321.5721.6400.1400.2300.220
2020 (8)460.0-4.180-1.1901.02-42.7-7.010-0.570-1.920-1.910
2019 (7)460.0-8.180-3.3601.784.71-9.510-1.630-3.790-3.750
2018 (6)46-2.13-2.460-3.5301.7-40.97-4.660-1.660-1.130-1.120
2017 (5)47-2.08-3.630-3.4902.88-48.26.44-9.8-1.60-1.640-1.690
2016 (4)48-9.433.031112.0-2.5705.5665.487.14-30.34-0.8101.86520.01.461023.08
2015 (3)53-23.190.25-96.02-1.0003.36-14.7210.250-0.300.300.13-97.0
2014 (2)69-8.06.28011.1503.94-80.74-19.150-1.310-2.2204.330
2013 (1)750.0-5.830-9.72020.4632.68-5.570-1.840-1.650-4.380

財務分析相關資訊

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。