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(%)
24Q3 (20)1470.680.680.49-19.67-42.350.5783.8718.752.5524.3942.4618.2611.688.0518.66-2.410.435.1223.67-4.33.95-27.52-46.260.9336.763.330.72-19.1-41.944.46-34.02-47.843.95-27.52-46.26-8.83-38.666.84
24Q2 (19)1460.00.00.61-57.6445.240.31-70.1972.222.0542.36118.0916.35-29.349.3619.120.6311.164.14-46.8553.95.45-40.1833.910.68-62.2270.00.89-57.8245.96.76-34.2434.665.45-40.1833.918.69132.9427.95
24Q1 (18)1460.00.01.44323.53171.71.04126.09108.01.44-32.39171.723.1446.7332.4619.003.719.577.7973.1160.629.11191.99106.111.8153.52111.762.11330.61174.0310.28211.52102.769.11191.99106.1120.02131.7660.96
23Q4 (17)1460.00.00.34-60.025.930.46-4.1724.322.1318.993.415.77-6.69-3.6718.32-1.45.94.50-15.8922.953.12-57.5530.540.71-21.1118.330.49-60.4825.643.30-61.419.133.12-57.5530.543.1721.1981.25
23Q3 (16)1460.00.00.85102.3839.340.48166.67118.181.7990.430.016.913.04-10.3918.588.0220.035.3598.88120.167.3580.5954.090.9125.095.651.24103.2837.788.5570.3256.887.3580.5954.09-0.6940.8151.33
23Q2 (15)1460.00.00.42-20.752.440.18-64.028.570.9477.36-20.3414.95-14.42-11.1717.20-0.818.312.69-44.5456.44.07-7.9215.30.4-52.9437.930.61-20.783.395.02-0.9926.774.07-7.9215.3-3.8537.77-14.43
23Q1 (14)1460.00.00.5396.3-31.170.5035.14-10.710.53-74.27-31.1717.476.72-24.8317.340.236.974.8532.5111.494.4284.94-8.870.8541.67-15.840.7797.44-31.865.0783.03-11.054.4284.94-8.87-3.2420.2851.66
22Q4 (13)1460.00.00.27-55.74250.00.3768.18254.172.0615.08323.9116.37-13.210.1617.3011.7627.113.6650.62230.252.39-49.9238.150.630.43242.860.39-56.67250.02.77-49.17228.242.39-49.9238.15-0.57-3.4862.66
22Q3 (12)1460.00.00.6148.78390.480.2257.14166.671.7951.69338.6718.8612.0614.115.48-2.5214.582.4341.28193.824.7735.13355.080.4658.62206.980.952.54390.325.4537.63440.624.7735.13355.08-7.761.02-8.93
22Q2 (11)1460.00.00.41-46.75148.810.14-75.0117.951.1853.25318.5216.83-27.5883.3315.88-2.04108.41.72-60.46113.13.53-27.22126.320.29-71.29123.970.59-47.79147.973.96-30.53128.143.53-27.22126.3214.41240.51129.16
22Q1 (10)1460.00.00.77527.78148.390.56333.33154.550.77183.7148.3923.2456.3936.4716.2119.1-1.584.35254.852.634.85380.3585.111.01340.48106.121.13534.62151.115.70363.8959.224.85380.3585.1123.14271.03180.30
21Q4 (9)1460.00.0-0.1814.2986.57-0.2427.2776.7-0.92-22.6762.4514.86-10.120.2313.610.7468.86-2.81-8.4979.28-1.737.4989.06-0.422.3375.0-0.2616.1386.73-2.16-35.087.46-1.737.4989.0634.9844.6442.48
21Q3 (8)1460.00.0-0.2175.034.38-0.3357.69-37.5-0.75-38.8933.0416.5380.07-2.1913.5177.311.56-2.5980.27-3.6-1.8786.0629.43-0.4364.46-2.38-0.3174.832.61-1.6088.6348.22-1.8786.0629.4316.98-147.99-198.43
21Q2 (7)1460.00.0-0.84-370.973.45-0.78-454.551.27-0.54-274.1932.59.18-46.1-13.647.62-53.73-18.06-13.13-560.7-8.07-13.41-611.83-15.01-1.21-346.946.2-1.23-373.333.15-14.07-493.02-6.35-13.41-611.83-15.01-4.16-123.92-166.59
21Q1 (6)1460.00.00.31123.13342.860.22121.36833.330.31112.65342.8617.0337.78-14.0316.47104.3421.822.85121.02408.932.62116.56457.450.49129.17345.450.45122.96350.03.58120.78181.892.62116.56457.455.46-97.81-103.91
20Q4 (5)1460.00.0-1.34-318.75-2133.33-1.03-329.17-1816.67-2.45-118.75-545.4512.36-26.86-22.78.06-33.44-30.4-13.56-442.4-325.08-15.82-496.98-2261.19-1.68-300.0-229.41-1.96-326.09-2077.78-17.23-457.61-301.63-15.82-496.98-2261.19--0.00
20Q3 (4)1460.00.0-0.3263.220.0-0.2469.620.0-1.12-40.00.016.958.980.012.1130.220.0-2.5079.420.0-2.6577.270.0-0.4267.440.0-0.4663.780.0-3.0976.640.0-2.6577.270.0--0.00
20Q2 (3)1460.00.0-0.87-1342.860.0-0.79-2533.330.0-0.80-1242.860.010.63-46.340.09.30-31.210.0-12.15-2269.640.0-11.66-2580.850.0-1.29-1272.730.0-1.27-1370.00.0-13.23-1141.730.0-11.66-2580.850.0--0.00
20Q1 (2)1460.00.00.07216.670.0-0.03-150.00.00.07-87.270.019.8123.890.013.5216.750.00.56117.550.00.47170.150.00.11121.570.00.1211.110.01.27129.60.00.47170.150.0--0.00
19Q4 (1)1460.00.0-0.060.00.00.060.00.00.550.00.015.990.00.011.580.00.0-3.190.00.0-0.670.00.0-0.510.00.0-0.090.00.0-4.290.00.0-0.670.00.0--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)
2024/114.6413.91-14.666.4713.0913.44N/A-
2024/104.08-13.571.5161.8215.9215.56N/A-
2024/94.72-30.2416.5957.7517.0918.260.41-
2024/86.76-0.241.8153.0317.1320.220.37-
2024/76.781.499.146.2719.7719.270.39-
2024/66.6815.01-1.4739.4921.8116.350.58-
2024/55.8150.5242.4732.8127.9816.180.58-
2024/43.86-40.75-5.6627.025.2319.190.49-
2024/36.51-26.1551.9823.1432.4723.140.36客戶增加訂單
2024/28.8212.9773.1916.6326.1322.940.36客戶增加訂單
2024/17.8123.67-3.497.81-3.4919.560.43-
2023/126.3116.0714.7865.08-13.5615.770.76-
2023/115.4435.4-5.1458.77-15.7913.50.89-
2023/104.02-0.72-21.8853.33-16.7514.70.82-
2023/94.05-39.093.4249.32-16.316.90.49-
2023/86.646.89-6.0945.27-17.719.640.42-
2023/76.21-8.35-21.0838.63-19.4217.070.48-
2023/66.7866.32-8.8632.41-19.0914.950.63-
2023/54.08-0.33-15.7825.63-21.4212.450.76-
2023/44.09-4.55-10.0521.56-22.413.470.7-
2023/34.29-15.84-44.2617.47-24.8217.470.53-
2023/25.09-37.04-32.7713.18-15.2118.680.5-
2023/18.0947.091.478.091.4719.320.48-
2022/125.5-4.081.1575.330.6816.370.65-
2022/115.7311.5113.0269.833.7614.790.72-
2022/105.1431.4418.0964.0635.9916.130.66-
2022/93.91-44.7-32.5958.9237.8118.860.55-
2022/87.07-10.1648.8955.0148.8722.390.47-
2022/77.875.8331.6547.9448.8720.150.52-
2022/67.4453.7112.540.0652.816.830.65產地去年因為疫情封城影響生產及出口, 今年已無此狀況, 恢復正常生產及出口
2022/54.846.44163.5432.6243.617.080.64本公司111年5月營收較去年同期成長超過50%以上,主因客戶需求增加所致。
2022/44.55-40.8518.1927.7833.0519.810.55-
2022/37.691.526.0323.2436.423.240.42-
2022/27.58-4.9757.5215.5542.1920.980.47因美國疫情減緩, 服飾採購需求大增, 客人積極下單
2022/17.9746.6330.167.9730.1618.480.53-
2021/125.447.179.2357.62-3.5214.860.82-
2021/115.0716.5123.652.18-4.6815.230.8-
2021/104.35-24.9731.9647.11-6.9714.910.82-
2021/95.822.15-0.1942.75-9.6916.530.47-
2021/84.75-20.56-17.8236.95-11.0114.230.55-
2021/75.9870.8212.8132.2-9.9111.320.69-
2021/63.590.61-28.5926.22-13.879.180.89-
2021/51.84-52.26-31.0822.72-11.0511.780.69-
2021/43.85-36.9325.4520.88-8.7114.760.55-
2021/36.126.8616.5117.03-14.0117.030.31-
2021/24.81-21.48-26.110.93-24.9715.910.34-
2021/16.1223.05-24.066.12-24.0615.210.35-
2020/124.9821.27-27.5959.72-22.0912.380.63-
2020/114.124.39-27.354.74-21.5413.220.59-
2020/103.3-43.25-6.8450.64-21.0414.890.52-
2020/95.810.57-10.6147.34-21.8716.90.39-
2020/85.789.05-25.241.53-23.2215.990.41-
2020/75.38.12-31.3735.75-22.8912.870.51-
2020/64.983.96-24.5430.44-21.1910.630.9-
2020/52.67-13.09-62.2125.54-20.5210.970.88受新冠肺炎疫情影響
2020/43.07-41.43-21.6722.88-8.7914.810.65-
2020/35.24-19.53-29.7519.81-6.4119.810.43-
2020/26.51-19.314.1714.576.2721.450.4-
2020/18.0717.338.038.078.030.0N/A-
2019/126.8721.76-1.8776.65-7.930.0N/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
2023 (10)1460.02.133.41.6124.8165.08-13.5717.8710.384.4040.584.7919.752.8621.193.63.753.113.32
2022 (9)1460.02.0601.29075.330.7116.1920.193.1304.0002.3603.4703.010
2021 (8)1460.0-0.920-1.12057.61-3.5213.4719.84-2.720-2.340-1.570-1.270-1.350
2020 (7)1460.0-2.450-2.08059.71-22.0611.24-19.19-5.490-5.950-3.280-3.810-3.590
2019 (6)1460.00.551.850.60076.61-7.9913.918.50.971516.671.0534.620.741380.00.67-39.090.80.0
2018 (5)1460.00.54-14.29-0.17083.26-0.0412.821.990.06-66.670.7832.20.05-66.671.122.220.8-14.89
2017 (4)1460.00.63-58.820.12-93.1483.29-10.7612.57-23.120.18-94.270.59-69.590.15-94.880.9-65.380.94-58.04
2016 (3)1460.691.53135.381.75093.33-2.4216.350.063.1401.9402.9302.602.24138.3
2015 (2)1450.00.65-32.99-0.82095.644.6716.34-9.47-3.350-2.010-3.210-1.0700.94-33.33
2014 (1)1450.00.97-39.75-2.28091.37-2.1118.050-5.570-1.520-5.090-0.3301.41-40.0

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