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)2303.143.14-0.15-50.00.0-0.273.5734.15-0.28-133.3312.55.7412.3330.754.5850.66298.27-11.9620.6948.14-4.89-13.4629.34-0.6910.3931.68-0.34-47.830.0-6.880.7225.7-4.89-13.4629.3424.48-225.0018.45
24Q2 (19)2230.00.0-0.10-400.044.44-0.2833.3344.0-0.12-500.029.415.1136.6319.113.04202.01721.62-15.0838.3724.34-4.31-414.645.72-0.7716.39.41-0.23-360.042.5-6.93-13960.0-177.2-4.31-414.645.7213.49-152.384.90
24Q1 (18)2230.00.0-0.0295.24-300.0-0.42-23.53-500.0-0.0297.33-300.03.74-9.66-38.69-2.985.4-125.13-24.477.49-1117.411.37105.7682.67-0.9216.36-666.67-0.0594.74-600.00.05100.16-94.051.37105.7682.67-7.68-42.38-3.23
23Q4 (17)2230.00.0-0.42-180.0-333.33-0.3417.07-209.68-0.75-134.38-129.414.14-5.69-56.83-3.15-36.36-119.01-26.45-14.7-465.33-23.77-243.5-657.98-1.1-8.91-259.42-0.95-179.41-337.5-30.56-230.02-887.63-23.77-243.5-657.98-1.68-81.6617.54
23Q3 (16)2230.00.0-0.1516.67-114.15-0.4118.0-158.57-0.32-88.24-113.54.392.33-71.73-2.31-724.32-110.92-23.06-15.7-267.1-6.9212.85-146.1-1.01-18.82-147.2-0.3415.0-114.29-9.26-270.4-149.2-6.9212.85-146.1-13.67-941.66-298.14
23Q2 (15)2230.00.0-0.18-1900.0-130.0-0.50-614.29-187.72-0.17-1800.0-113.084.29-29.67-68.220.37-96.88-98.15-19.93-891.54-264.57-7.94-1158.67-190.33-0.85-608.33-151.83-0.4-4100.0-129.85-2.50-397.62-120.41-7.94-1158.67-190.33-33.03-997.22-368.44
23Q1 (14)2230.00.00.01-94.44-98.57-0.07-122.58-115.560.01-99.61-98.576.1-36.39-50.0811.86-28.42-41.46-2.01-127.76-116.30.75-82.39-94.36-0.12-117.39-107.950.01-97.5-99.360.84-78.35-94.990.75-82.39-94.36-37.32-88.73-89.14
22Q4 (13)2230.00.00.18-83.02-67.270.31-55.7119.232.557.5927.59.59-38.25-32.2716.57-21.65-9.997.24-47.54-2.164.26-71.62-57.490.69-67.76-34.290.4-83.19-67.213.88-79.38-67.014.26-71.62-57.49-11.61-3.17-16.45
22Q3 (12)2230.00.01.0676.67112.00.7022.8162.792.3782.3162.3315.5315.0425.7521.155.7512.2613.8013.9632.0615.0170.7666.962.1430.4965.892.3877.61112.518.8253.6365.2315.0170.7666.9612.7531.1924.74
22Q2 (11)2230.00.00.60-14.2922.450.5726.6716.331.3085.7135.4213.510.4710.7520.00-1.283.0912.11-1.7811.518.79-33.860.341.648.6124.241.34-14.6521.8212.25-26.9515.138.79-33.860.34-1.616.4949.88
22Q1 (10)2230.00.00.7027.2748.940.4573.08275.00.70-65.048.9412.22-13.720.9920.2610.0510.9512.3366.6239.3213.2932.63-0.081.5143.8169.661.5728.6950.9616.7742.62.1913.2932.63-0.080.4818.6316.77
21Q4 (9)2230.0-0.450.5510.0-6.780.26-39.53160.02.0036.99163.1614.1614.6629.6718.41-2.28-2.137.40-29.19-4.8810.0211.46-35.061.05-18.623.531.228.93-8.2711.763.25-34.3410.0211.46-35.067.996.02-25.89
21Q3 (8)2230.00.00.502.0451.520.43-12.2465.381.4652.08812.512.351.3119.6718.84-2.8912.8110.45-3.7827.598.992.6327.881.29-2.2751.761.121.8253.4211.397.0519.148.992.6327.8811.003.15148.04
21Q2 (7)2230.0-1.760.494.26308.330.49308.332350.00.96104.26700.012.1920.6963.8419.406.2442.3310.8622.71477.668.76-34.14118.451.3248.31842.861.15.77307.4110.64-35.16111.538.76-34.14118.456.59-8.04164.16
21Q1 (6)223-0.45-1.330.47-20.34267.860.1220.0166.670.47-38.16267.8610.1-7.5195.7418.26-2.92126.558.8513.75197.913.30-13.8199.920.894.71289.361.04-21.8262.516.41-8.38221.4713.30-13.8199.92-0.8529.23-20.77
20Q4 (5)2240.45-0.880.5978.796000.00.10-61.54242.860.76375.01166.6710.925.8145.0218.8112.6358.477.78-5.01460.1915.43119.492304.290.850.0631.251.3382.194533.3317.9187.343242.1115.43119.492304.29--0.00
20Q3 (4)223-1.760.00.33175.00.00.261200.00.00.16200.00.010.3238.710.016.7022.520.08.19335.640.07.0375.310.00.85507.140.00.73170.370.09.5690.060.07.0375.310.0--0.00
20Q2 (3)2270.440.00.12142.860.00.02111.110.0-0.1642.860.07.4444.190.013.6369.110.01.88120.80.04.01130.130.00.14129.790.00.27142.190.05.03137.230.04.01130.130.0--0.00
20Q1 (2)2260.00.0-0.28-2700.00.0-0.18-157.140.0-0.28-566.670.05.16-31.470.08.06-32.10.0-9.04-318.520.0-13.31-1801.430.0-0.47-193.750.0-0.64-2033.330.0-13.51-2270.180.0-13.31-1801.430.0--0.00
19Q4 (1)2260.00.0-0.010.00.0-0.070.00.00.060.00.07.530.00.011.870.00.0-2.160.00.0-0.700.00.0-0.160.00.0-0.030.00.0-0.570.00.0-0.700.00.0--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)
2024/112.0839.1655.4218.134.545.23N/A主係因巿場需求回溫及去年同期基期較低致本月營收優於去年同期。
2024/101.5-9.5425.816.050.285.09N/A-
2024/91.65-14.8635.614.55-1.765.741.54-
2024/81.94-9.4732.6412.9-5.125.811.52-
2024/72.1524.6425.7110.95-9.685.691.55-
2024/61.72-5.6927.268.81-15.485.081.82-
2024/51.8318.9636.567.09-21.855.031.83-
2024/41.53-8.3-4.325.26-31.963.872.38-
2024/31.67152.08-28.583.72-39.193.722.52-
2024/20.66-52.15-69.282.05-45.763.662.57主係依巿場需求配合調整,致本月營收較去年同期減少。
2024/11.39-13.55-14.41.39-14.44.332.17-
2023/121.6119.81-52.1318.95-62.744.132.31主係產業調整庫存及去年基期較高所致。
2023/111.3412.64-53.5617.34-63.483.752.55主係產業調整庫存及去年基期較高所致。
2023/101.19-2.48-63.1316.0-64.133.872.47主係產業調整庫存及去年基期較高所致。
2023/91.22-16.72-73.9714.81-64.24.392.42主係產業調整庫存及去年基期較高所致。
2023/81.46-14.2-71.2513.59-62.964.522.35主係產業調整庫存及去年基期較高所致。
2023/71.7126.17-70.712.13-61.624.42.42主係產業調整庫存及去年基期較高所致。
2023/61.351.19-75.5610.42-59.564.292.69主係產業調整庫存及去年基期較高所致。
2023/51.34-16.65-71.769.07-55.195.282.19主係產業調整庫存及去年基期較高所致。
2023/41.6-31.55-50.577.73-50.136.111.89主係產業調整庫存及去年基期較高所致。
2023/32.348.41-54.256.13-50.016.132.05主係產業調整庫存及去年基期較高所致
2023/22.1633.36-27.933.78-46.967.141.76-
2023/11.62-51.66-60.781.62-60.787.861.6主係產業調整庫存及去年基期較高所致。
2022/123.3516.23-35.3550.854.089.461.46-
2022/112.88-10.56-38.6647.498.7710.81.28-
2022/103.23-31.17-25.5844.6114.513.011.06-
2022/94.69-8.0126.9341.3819.5215.611.04-
2022/85.1-12.5714.7636.718.6316.460.98-
2022/75.835.2636.5231.619.2816.11.01-
2022/65.5416.9532.0225.7715.9713.521.32-
2022/54.7345.8715.9820.2412.2413.11.37-
2022/43.25-36.65-15.7715.511.1411.371.57-
2022/35.1270.7826.3912.2621.4212.261.44-
2022/23.0-27.4220.637.1318.0912.321.43-
2022/14.13-20.3216.314.1316.3114.021.26-
2021/125.1910.2825.9448.8544.214.231.1-
2021/114.78.535.1843.6646.7312.731.23-
2021/104.3317.430.7938.9648.2612.471.26-
2021/93.69-16.834.834.6250.7912.41.2主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/84.444.035.7130.9359.1212.91.15主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/74.271.7921.8426.4963.8612.541.19主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/64.192.7355.6422.2275.4812.131.06主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/54.085.9364.3418.0380.8511.991.08主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/43.85-4.9471.0613.9586.3310.391.24主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/34.0563.0113.5810.0992.910.091.05主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/22.49-30.0285.986.0481.1210.161.04主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/13.55-13.7277.873.5577.8711.150.95主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2020/124.1218.3739.0433.8712.8510.910.77-
2020/113.484.9836.7829.759.9810.320.81-
2020/103.31-5.9366.3526.287.210.110.83主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增
2020/93.527.6940.0622.961.9610.30.71-
2020/83.27-6.6236.819.44-2.829.470.78-
2020/73.530.0218.7816.17-8.28.680.85-
2020/62.698.4819.3212.66-13.637.430.91-
2020/52.4810.27-5.659.97-19.636.631.01-
2020/42.2518.68-9.317.48-23.395.491.23-
2020/31.941.94-28.845.23-28.195.231.21-
2020/21.34-33.07-14.633.33-27.826.31.0-
2020/12.0-32.56-34.582.0-34.580.0N/A-
2019/122.9616.454.0530.020.050.0N/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)2230.0-0.750-1.32018.92-62.792.68-86.44-16.300-8.370-3.090-1.730-1.670
2022 (9)2230.02.5326.52.0356.1550.854.219.765.511.7626.0510.927.915.9831.147.016.095.6927.29
2021 (8)223-0.452.00166.671.30584.2148.844.2118.7321.79.33130.9410.1269.234.56232.856.03130.154.47164.5
2020 (7)224-0.880.751150.00.19033.8412.8415.3939.914.0405.981028.31.3702.62907.691.691308.33
2019 (6)226-0.880.06-85.37-0.42029.990.111.0020.35-2.7800.53-82.74-0.8300.26-75.70.12-87.1
2018 (5)2280.00.410-0.72029.966.479.14-34.29-5.0503.070-1.5101.0769.840.930
2017 (4)2280.0-0.180-0.48028.143.5713.91-16.66-0.220-1.750-0.0600.63-67.02-0.410
2016 (3)2280.00.06-90.16-0.36027.17-21.7716.6918.033.485.450.38-91.420.95-17.391.91-8.170.14-89.93
2015 (2)2280.00.61-39.60.20-57.4534.73-10.5614.14-6.673.30-46.774.43-35.141.15-52.282.08-43.011.39-39.83
2014 (1)2280.01.01-32.670.472.1738.830.1815.1506.2006.8302.41-17.753.65-31.262.31-33.04

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