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(%)
25Q2 (20)1030.01.985.96-56.01-44.6110.23212.42174.2619.5043.919.4348.688.6610.2141.48-1.66-6.8720.3934.06-0.5913.05-58.51-48.869.9345.819.66.17-55.9-43.1311.41-83.06-68.6513.05-58.51-48.86-6.6936.05-63.22
25Q1 (19)1030.981.9813.55128.1191.65-9.10-338.85-249.9213.55-64.9891.6544.8-22.0356.8142.1829.11-19.9615.2164.61-51.2831.45187.2120.876.8128.25-23.6513.99131.6295.3967.36420.9695.731.45187.2120.87-14.8633.86-199.12
24Q4 (18)1020.02.05.94-60.45.323.81-59.38-61.5938.6917.7128.1157.46-7.6979.2332.67-13.82-38.289.24-45.42-73.9210.95-55.76-39.85.31-49.62-53.266.04-60.66.7112.93-50.35-39.0110.95-55.76-39.816.62-10.5046.05
24Q3 (17)1020.990.9915.0039.41106.049.38151.47-6.1132.8784.4633.4662.2540.93102.4437.91-14.89-29.0916.93-17.45-57.2924.75-3.022.1910.5416.34-13.5415.3341.29109.1426.04-28.44-13.2324.75-3.022.1947.7745.8056.46
24Q2 (16)1010.031.1710.7652.1920.223.73-38.55-62.3217.82152.05-20.9444.1754.640.7144.54-15.48-18.9420.51-34.3-52.225.52-1.9214.299.061.57-32.7410.8551.5456.7936.395.7212.0725.52-1.9214.2921.8638.77-38.68
24Q1 (15)1011.032.897.0725.35-48.096.07-38.81-45.367.07-76.59-48.0928.57-10.89-40.2452.70-0.4330.8331.22-11.88-3.5526.0243.0519.258.92-21.48-42.347.1626.5-31.0934.4262.3614.0926.0243.0519.25-3.321.41-19.76
23Q4 (14)100-0.9933.335.64-22.535.039.92-0.763.1630.2022.6163.0732.064.26-39.4952.93-0.99156.5735.43-10.62185.2718.19-24.9136.2311.36-6.8172.645.66-22.7840.121.20-29.36157.5918.19-24.9136.231.11-20.590.11
23Q3 (13)10131.1734.677.28-18.66-3.969.990.91139.5724.639.2787.330.75-2.0412.8953.46-2.7161.4639.64-7.6267.8224.228.4614.912.19-9.589.587.335.9228.8230.01-7.584.5324.228.4614.9-18.19-26.48-4.99
23Q2 (12)771.3213.248.95-34.29154.269.90-10.89324.8922.5465.49267.731.39-34.34131.6654.9536.4240.9342.9132.5657.3522.332.3426.0213.47-12.93265.046.92-33.4188.3332.477.6219.222.332.3426.02-22.0559.6735.92
23Q1 (11)761.3311.7613.62153.63419.8511.1182.73542.213.62-26.46419.8547.81-9.76328.0240.2895.2515.5532.37160.6343.7421.82183.3836.0315.47135.11513.8910.39157.18480.4530.17266.5933.221.82183.3836.0342.3662.2364.27
22Q4 (10)750.010.295.37-29.16160.686.0845.8334.2918.5240.8467.7552.9894.49360.720.63-37.69-36.7212.42-47.42-23.337.70-63.47-36.786.582.33253.764.04-29.0188.578.23-71.33-48.117.70-63.47-36.7897.7643.0962.38
22Q3 (9)7510.2910.297.58115.34275.254.1778.97187.5913.15114.5245.9527.24101.03129.133.11-15.0810.6223.62-13.3829.521.0818.9682.046.4374.25196.315.69137.08312.3228.715.465.7621.0818.9682.0461.1774.8456.83
22Q2 (8)680.025.933.5234.3538.582.3334.6861.816.13133.97-29.713.5521.3113.4838.9911.8537.127.2721.0968.6517.7210.4753.823.6946.4391.192.434.0873.9127.2420.2677.9217.7210.4753.829.2230.7729.12
22Q1 (7)680.025.932.6227.18-57.611.7323.57-46.112.62-76.27-57.6111.17-2.87-18.2934.866.93-20.7722.5239.01-31.5516.0431.69-34.422.5235.48-44.01.7927.86-46.4122.6542.81-31.6316.0431.69-34.42-3.0814.5810.06
21Q4 (6)680.025.932.061.98-74.571.40-3.45218.1811.0422.532.611.5-3.2872.1632.608.92-25.0716.20-11.18113.4412.185.18-81.321.86-14.29264.711.41.45-67.8215.86-8.43-75.9612.185.18-81.32-1.85-9.24-1.38
21Q3 (5)6825.9361.92.02-20.4751.881.450.69126.569.013.33159.6511.89-0.42199.529.935.24-21.9118.2412.80.0511.580.52-16.692.1712.44201.391.380.0150.9117.3213.1312.9111.580.52-16.69--0.00
21Q2 (4)540.00.02.54-58.90.01.44-55.140.08.7241.10.011.94-12.660.028.44-35.360.016.17-50.850.011.52-52.90.01.93-57.110.01.38-58.680.015.31-53.790.011.52-52.90.0--0.00
21Q1 (3)540.00.06.18-23.70.03.21629.550.06.18-42.570.013.67104.640.044.001.130.032.90333.470.024.46-62.490.04.5782.350.03.34-23.220.033.13-49.780.024.46-62.490.0--0.00
20Q4 (2)5428.570.08.10509.020.00.44-31.250.010.76210.090.06.6868.260.043.5113.510.07.59-58.370.065.21369.140.00.51-29.170.04.35690.910.065.97330.050.065.21369.140.0--0.00
20Q3 (1)420.00.01.330.00.00.640.00.03.470.00.03.970.00.038.330.00.018.230.00.013.900.00.00.720.00.00.550.00.015.340.00.013.900.00.0--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)
2025/717.988.924.47118.0422.8949.57N/A停業單位營收累計為748,490千元
2025/616.59.42-2.72100.0726.951.760.62停業單位營收累計為655,938千元
2025/515.08-25.23-10.6583.5635.0349.920.65美國馬里蘭廠營收納入合併(停業單位營收累計為570,110千元)
2025/420.1737.5422.8168.4852.1652.110.62USL營收及美國馬里蘭廠營收納入合併(停業單位營收累計為479,077千元)
2025/314.67-15.0894.8748.369.0448.30.85USL營收及美國馬里蘭廠營收納入合併
2025/217.275.5496.3233.6459.853.490.77USL營收及美國馬里蘭廠營收納入合併
2025/116.37-17.5833.5816.3733.5853.050.77-
2024/1219.8617.98107.93192.5835.6157.580.96113年USL營收及美國馬里蘭廠營收納入合併
2024/1116.83-19.4449.38172.7230.457.960.95-
2024/1020.893.2385.94155.8928.6359.830.92113.04起合併子公司USL營收及113.08.20收購Emergent BioSolutions旗下位於美國馬里蘭康登鎮無菌製劑廠營收納入合併
2024/920.248.2299.24135.022.7856.150.97113.04起合併子公司USL營收及113.08.20收購Emergent BioSolutions旗下位於美國馬里蘭康登鎮無菌製劑廠營收納入合併
2024/818.78.6788.55114.7615.052.881.03113.04起合併子公司USL營收及113.08.20收購Emergent BioSolutions旗下位於美國馬里蘭康登鎮無菌製劑廠營收納入合併
2024/717.211.4261.1496.066.8851.061.06113.04起合併子公司Upsher-Smith Laboratories營收
2024/616.970.548.4878.85-0.4350.270.99-
2024/516.882.7755.7561.88-8.6840.831.22113.04起合併子公司Upsher-Smith Laboratories營收
2024/416.43118.2580.0845.0-20.9432.751.52113.04起合併子公司Upsher-Smith Laboratories營收
2024/37.53-14.45-42.5328.57-40.2228.570.83-
2024/28.8-28.18-44.1421.05-39.3530.550.78-
2024/112.2528.91-35.3712.25-35.3733.020.72-
2023/129.5-15.64-43.4141.9535.2632.010.6712月單月減少原因:子公司安成藥業11204起調整產品架構
2023/1111.270.26-32.47132.4550.2532.660.6611月單月減少原因:子公司安成藥業11204起調整產品架構
2023/1011.2410.57-42.81121.1969.5431.320.6910月單月減少原因:子公司安成藥業11204起調整產品架構
2023/910.162.45-43.69109.95111.630.760.75111.09起合併子公司安成國際藥業營收
2023/89.92-7.12111.399.79195.4232.020.72111.09起合併子公司安成國際藥業營收
2023/710.68-6.54143.9189.87209.032.940.7111.09起合併子公司安成國際藥業營收
2023/611.435.42185.079.19220.5431.380.63111.09起合併子公司安成國際藥業營收
2023/510.8418.82115.9867.76227.4233.060.6111.09起合併子公司安成國際藥業營收
2023/49.12-30.35103.0256.93263.0937.970.52111.09起合併子公司安成國際藥業營收
2023/313.1-16.86220.8847.81327.8847.810.38111.09起合併子公司安成國際藥業營收
2023/215.75-16.89376.9234.71389.4751.370.35111.09起合併子公司安成國際藥業營收
2023/118.9613.74400.4118.96400.4152.310.34111.09起合併子公司安成國際藥業營收
2022/1216.67-0.11358.18104.82113.9153.00.37111.09起合併子公司安成國際藥業營收
2022/1116.68-15.09341.7288.1594.0554.380.36111.09起合併子公司安成國際藥業營收
2022/1019.658.87381.5271.4871.6242.390.46111.09起合併子公司安成國際藥業營收
2022/918.05284.53308.6551.8337.9527.120.86111.09起合併子公司安成國際藥業營收
2022/84.697.2115.9433.781.8813.081.78-
2022/74.389.229.4529.08-0.0613.411.74-
2022/64.01-20.19.4424.71-3.9413.520.78-
2022/55.0211.6918.1520.7-6.1713.60.77-
2022/44.499.728.515.68-11.9711.890.89-
2022/34.0923.95-24.7511.19-18.1711.190.84-
2022/23.3-12.8-16.467.09-13.8310.730.88-
2022/13.794.14-11.393.79-11.3911.20.84-
2021/123.64-3.71.9749.06174.0811.50.8109.12起合併加拿大子公司營收
2021/113.78-7.44147.4145.43216.9112.270.74109.12起合併加拿大子公司營收
2021/104.08-7.6174.2441.65225.1912.550.73109.12起合併加拿大子公司營收
2021/94.429.1201.2937.57231.8911.850.84109.12起合併加拿大子公司營收
2021/84.0519.7206.4433.15236.4411.090.9109.12起合併加拿大子公司營收
2021/73.38-7.67185.3629.1241.0911.290.88109.12起合併加拿大子公司營收
2021/63.66-13.74182.5225.72250.0812.050.81109.12起合併加拿大子公司營收
2021/54.252.57241.9622.06264.5513.830.71109.12起合併加拿大子公司營收
2021/44.14-23.9282.3317.81270.3713.540.72109.12起合併加拿大子公司營收
2021/35.4437.6348.0513.67266.8913.670.78109.12起合併加拿大子公司營收
2021/23.95-7.5235.698.23227.6411.80.9109.12起合併加拿大子公司營收
2021/14.2819.85220.544.28220.549.371.14109.12起合併加拿大子公司營收
2020/123.57133.63146.6917.917.056.581.65109.12起合併加拿大子公司營收
2020/111.532.5916.7514.333.524.482.42-
2020/101.491.528.5212.812.144.282.54-
2020/91.4710.9731.3811.32-0.540.0N/A-
2020/81.3211.46-22.19.85-4.010.0N/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)1022.035.8221.8822.98-43.84192.4635.5440.06-18.6317.58-52.4520.99-2.9633.83-35.5549.5521.9239.3930.0
2023 (9)10033.3329.3960.640.92185.95142.035.3249.2377.3436.97101.821.6362.0252.49173.140.64120.8730.3117.67
2022 (8)7510.2918.3066.2114.3190.8104.94114.1627.76-18.6418.32-14.1913.35-12.7519.2283.7518.479.6913.9285.6
2021 (7)6825.9311.013.097.50269.4649.0172.2234.12-12.7621.3569.9815.30-52.410.46362.8310.2472.17.529.76
2020 (6)5438.4610.6835.712.03-35.5618.017.7239.11-6.9912.56-44.332.1461.12.26-34.495.9583.085.7889.51
2019 (5)3944.447.87-50.533.15125.015.2911.4442.0529.5422.5565.219.95-38.433.4584.493.25-33.263.05-31.15
2018 (4)278.015.912741.071.40833.3313.72283.2432.46-7.8113.65162.532.40655.241.87884.214.872605.564.433064.29
2017 (3)258.70.56-46.670.15-44.443.5826.535.21-16.195.20-51.814.29-50.520.19-38.710.18-35.710.14-44.0
2016 (2)234.551.05-30.00.2758.822.8318.9142.01-1.0610.7935.388.67-38.770.3163.160.28-20.00.25-26.47
2015 (1)220.01.5094.810.17-19.052.389.1742.4607.97014.1600.19-26.920.3575.00.34100.0

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