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)1050.0-0.94-0.22-133.3361.4-0.60-230.4314.29-0.2276.3461.43.82-47.0221.2729.75-16.48-5.53-17.94-295.6425.22-6.20-166.7468.69-0.69-204.559.21-0.23-133.3362.3-7.39-160.8262.99-6.20-166.7468.6917.07158.338.98
25Q4 (7)1050.03.960.66450.0540.00.46248.39239.39-0.9341.51-82.357.2181.1667.2935.62-2.86-6.619.17254.12234.269.29205.59330.520.66375.0327.590.69430.77560.012.15119.71667.769.29205.59330.5243.64280.31103.74
25Q3 (6)1050.01.940.12110.62131.58-0.31-40.916.06-1.597.02-341.673.986.13-5.6936.671.588.56-5.9549.7936.433.04109.44132.07-0.2445.4540.00.13110.92133.335.53114.7153.483.04109.44132.0712.596.1913.83
25Q2 (5)105-0.945.0-1.13-98.25-464.52-0.2268.57-204.76-1.71-200.0-5800.03.7519.05-25.636.1014.64-8.03-11.8550.6-368.1-32.22-62.73-663.29-0.4442.11-300.0-1.19-95.08-483.87-37.61-88.33-713.54-32.22-62.73-663.29--0.00
25Q1 (4)1064.950.0-0.57-280.00.0-0.70-112.120.0-0.57-11.760.03.15-26.910.031.49-17.440.0-23.99-251.240.0-19.80-391.320.0-0.76-162.070.0-0.61-306.670.0-19.97-833.180.0-19.80-391.320.0--0.00
24Q4 (3)101-1.940.0-0.1560.530.0-0.330.00.0-0.51-41.670.04.312.130.038.1412.910.0-6.8327.030.0-4.0357.490.0-0.2927.50.0-0.1561.540.0-2.1479.30.0-4.0357.490.0--0.00
24Q3 (2)1033.00.0-0.38-222.580.0-0.33-257.140.0-0.36-1300.00.04.22-16.270.033.78-13.940.0-9.36-311.760.0-9.48-265.730.0-0.4-281.820.0-0.39-225.810.0-10.34-268.680.0-9.48-265.730.0--0.00
24Q2 (1)1000.00.00.310.00.00.210.00.00.030.00.05.040.00.039.250.00.04.420.00.05.720.00.00.220.00.00.310.00.06.130.00.05.720.00.0--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)
2026/41.578.0324.855.422.394.38N/A-
2026/31.467.92-9.583.8221.413.822.24-
2026/21.3532.1562.772.3753.86.561.3因客戶擴產,設備需求較去年同期上升
2026/11.02-75.6443.351.0243.357.01.22-
2025/124.19133.57146.4418.099.997.211.11因客戶擴產,設備需求較去年同期上升
2025/111.7945.6818.7713.9-5.724.731.7-
2025/101.23-27.8412.2512.11-8.524.051.98-
2025/91.7153.2221.5210.88-10.43.992.13-
2025/81.11-4.42-20.349.17-14.573.842.21-
2025/71.17-25.19-18.118.06-13.713.652.33-
2025/61.5667.76-5.216.89-12.923.752.12-
2025/50.93-26.25-55.25.34-14.943.82.09因去年同期客戶擴產,設備需求增加
2025/41.26-21.76-4.834.414.913.72.15-
2025/31.6194.2958.913.159.43.152.76因客戶擴產,設備需求較去年同期上升
2025/20.8316.3812.641.54-17.463.242.68-
2025/10.71-58.13-37.050.71-37.053.922.22無。
2024/121.712.56-13.216.456.164.312.08-
2024/111.5137.6820.1114.758.964.012.24-
2024/101.1-21.88-2.0213.247.823.92.3-
2024/91.40.4311.3112.148.814.222.23-
2024/81.4-1.75-18.3410.748.494.462.11-
2024/71.42-13.4113.189.3414.115.141.83-
2024/61.64-20.734.717.9214.275.041.89無。
2024/52.0756.64115.156.279.914.412.16因客戶擴產,設備需求較去年同期上升。
2024/41.3230.65107.394.2-11.453.073.1本月合併營業收入較去年同期成長超過50%,主要係配合客戶設備需求,以及交機進度所影響。
2024/31.0137.72-47.612.88-29.912.88N/A-
2024/20.74-34.96-28.981.87-14.173.82N/A-
2024/11.13-42.27-0.691.13-0.694.35N/A-
2023/121.9655.78-5.3215.49-51.924.34N/A主係去年同期客戶擴產,設備需求增加
2023/111.2612.31-19.8413.54-55.123.64N/A主係去年同期客戶擴產,設備需求增加。
2023/101.12-11.25-43.7212.28-57.054.09N/A主係去年同期客戶擴產,設備需求增加。
2023/91.26-26.32-58.6711.16-58.054.23N/A主係去年同期客戶擴產,設備需求增加。
2023/81.7136.18-32.959.9-57.974.19N/A主係去年同期客戶擴產,設備需求增加。
2023/71.263.04-10.518.19-61.013.44N/A主係去年同期客戶擴產,設備需求增加。
2023/61.2226.64-60.946.93-64.642.82N/A主係去年同期客戶擴產,設備需求增加。
2023/50.9650.99-70.545.71-65.343.53N/A主係去年同期客戶擴產,設備需求增加。
2023/40.64-66.99-85.784.74-64.053.61N/A主係去年同期客戶擴產,設備需求增加。
2023/31.9386.7-56.354.11-52.854.11N/A主係去年同期客戶擴產,設備需求增加
2023/21.04-9.05-48.742.17-49.244.24N/A無。
2023/11.14-44.96-49.681.14-49.684.78N/A無。
2022/122.0731.89-17.6632.2326.655.63N/A無。
2022/111.57-21.15-6.1130.1631.56.61N/A無。
2022/101.99-34.83-9.4228.5934.467.59N/A無。
2022/93.0519.5257.1126.639.517.01N/A營收增加。
2022/82.5581.7718.0123.5537.517.08N/A-
2022/71.4-55.02-34.0421.040.337.8N/A設備訂單降溫。
2022/63.12-4.4817.6119.5952.6810.88N/A設備訂單增溫。
2022/53.27-27.1350.1816.4761.8312.19N/A設備訂單增溫。
2022/44.491.33205.0813.265.010.94N/A設備訂單增溫。
2022/34.43119.2377.348.7133.448.71N/A設備訂單增溫。
2022/22.02-10.7212.194.286.246.8N/A無。
2022/12.26-9.931.442.261.446.45N/A無。
2021/122.5150.39-4.9525.4524.716.38N/A無。
2021/111.67-23.92-18.3422.9429.125.81N/A無。
2021/102.213.0354.6721.2635.36.3N/A設備訂單增溫。
2021/91.94-10.2162.0219.0733.386.24N/A設備訂單增溫。
2021/82.161.58-0.1617.1330.766.95N/A無。
2021/72.13-19.790.4614.9636.896.96N/A無。
2021/62.6621.9518.8412.8345.650.0N/A無。
2021/52.1848.02-2.7710.1854.760.0N/A設備訂單增溫。
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)1053.96-0.930-0.77018.099.9735.23-3.03-4.280-5.740-0.770-0.940-0.980
2024 (4)1014.12-0.510-1.11016.456.236.33-8.37-7.230-3.580-1.190-0.530-0.510
2023 (3)97-2.020.32-91.230.10-96.515.49-51.9439.6513.681.09-91.31.52-87.440.17-95.790.38-92.320.31-92.07
2022 (2)996.453.6542.582.8619.6732.2326.6434.883.8712.532.1212.1026.174.0429.494.9562.33.9160.25
2021 (1)9314.812.5642.222.3935.825.4524.6933.58012.2709.5903.1246.483.0560.532.4451.55

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。