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)1573.973.97-0.84-20.0-594.12-0.41-272.73-32.26-1.30-165.31-41.315.865.8-4.7434.09-0.53-4.62-4.45-42.1727.05-8.72-13.99-3129.63-0.71-51.0630.39-1.32-24.53-628.0-8.703.97-405.81-8.72-13.99-3129.63-4.61-219.09-97.59
24Q2 (19)1510.017.05-0.70-418.18-141.38-0.1177.5586.75-0.49-322.7358.4714.99-15.02-0.0734.273.350.41-3.1333.8374.26-7.65-584.18-123.03-0.4743.3774.18-1.06-421.21-186.49-9.06-704.0-52.01-7.65-584.18-123.03-20.39840.91-30.52
24Q1 (18)1518.6320.80.222100.0124.44-0.49-138.58-4.260.22125.0124.4417.64-25.76-21.4633.16-5.662.76-4.73-150.32-173.411.5846.3144.38-0.83-137.05-112.820.331550.0129.21.5033.93143.11.5846.3144.388.471002.94185.55
23Q4 (17)139-7.9510.320.01-94.12102.631.27509.6871.62-0.884.35-44.2623.7642.713.3635.15-1.650.119.40254.157.981.08500.0145.02.24319.6179.20.02-92.0104.261.12165.12161.881.08500.0145.026.8532.25286.17
23Q3 (16)15117.0520.80.17158.62-73.02-0.3162.6570.19-0.9222.03-300.016.6511.020.1335.744.7221.85-6.1049.8449.71-0.2792.13-105.12-1.0243.9639.290.25167.57-68.35-1.7271.14-131.97-0.2792.13-105.12-11.11113.20-6.97
23Q2 (15)1293.21.57-0.2967.7842.0-0.83-76.638.06-1.18-31.11-38.8215.0-33.218.7734.135.7641.5-12.16-602.8928.55-3.433.6535.65-1.82-366.6722.55-0.3767.2641.27-5.96-71.265.25-3.433.6535.65-13.03-34.53-120.05
23Q1 (14)125-0.79-1.57-0.90-136.84-157.14-0.47-163.5138.16-0.90-47.54-157.1422.467.16-0.6632.27-8.0919.61-1.73-129.0863.11-3.56-48.33-83.51-0.39-131.263.21-1.13-140.43-151.11-3.48-92.27-154.01-3.56-48.33-83.5129.20-148.583.82
22Q4 (13)1260.8-0.79-0.38-160.32-445.450.74171.1545.1-0.61-165.22-117.5820.9651.23-22.235.1119.714.05.95149.05110.25-2.40-145.54-340.01.25174.464.47-0.47-159.49-435.71-1.81-133.64-552.5-2.40-145.54-340.025.8732.8496.77
22Q3 (12)125-1.57-2.340.63226.0-27.59-1.0422.39-210.64-0.2372.94-106.8513.860.51-43.129.3321.6-12.89-12.1328.73-258.365.27198.8719.23-1.6828.51-189.840.79225.4-28.835.38185.53-12.235.27198.8719.23-19.2591.57-26.96
22Q2 (11)1270.00.0-0.50-42.86-225.0-1.34-76.32-215.52-0.85-142.86-134.1413.79-39.01-50.2924.12-10.6-29.12-17.02-262.9-353.27-5.33-174.74-462.59-2.35-121.7-226.34-0.63-40.0-223.53-6.29-359.12-416.08-5.33-174.74-462.59-27.54-230.52-162.67
22Q1 (10)1270.00.79-0.35-418.18-116.67-0.76-249.02-144.44-0.35-110.09-116.6722.61-16.07-41.0926.98-20.08-25.16-4.69-265.72-153.54-1.94-294.0-127.75-1.06-239.47-131.55-0.45-421.43-116.98-1.37-442.5-115.78-1.94-294.0-127.75-2.74-252.77-147.38
21Q4 (9)127-0.7812.390.11-87.36-98.240.51-45.74-90.143.473.27-70.3226.9410.59-50.0433.760.27-17.962.83-63.05-82.481.00-77.38-92.360.76-59.36-91.270.14-87.39-98.020.40-93.47-97.191.00-77.38-92.36-0.7915.07-32.36
21Q3 (8)1280.7912.280.87117.5-76.680.94-18.97-70.253.3634.94-40.1124.36-12.18-31.8633.67-1.06-27.967.6613.99-60.214.42200.68-62.481.870.54-72.821.11117.65-73.826.13208.04-64.464.42200.68-62.48-19.9518.27-25.56
21Q2 (7)1270.7918.690.40-80.95-77.41.16-32.16-16.552.4918.5739.8927.74-27.7210.6134.03-5.6-24.66.72-23.29-42.861.47-78.97-80.221.86-44.64-36.950.51-80.75-73.021.99-77.07-81.231.47-78.97-80.22-28.27-73.70-49.54
21Q1 (6)12611.517.762.10-66.4520900.01.71-66.925800.02.10-82.0420900.038.38-28.82132.8936.05-12.3928.578.76-45.7612614.296.99-46.62154.843.36-61.4233700.02.65-62.5726400.08.68-39.093238.466.99-46.62154.8411.000.69-1.66
20Q4 (5)113-0.8822.836.2667.83654.225.1763.61494.2511.69108.38470.2453.9250.83221.1441.15-11.9634.2116.15-16.163.1313.0911.12163.918.7126.6424.77.0866.98831.5814.25-17.39128.3713.0911.12163.91--0.00
20Q3 (4)1146.540.03.73110.730.03.16127.340.05.61215.170.035.7542.540.046.743.570.019.2563.690.011.7858.550.06.88133.220.04.24124.340.017.2562.740.011.7858.550.0--0.00
20Q2 (3)1070.00.01.7717600.00.01.394733.330.01.7817700.00.025.0852.180.045.1360.950.011.7616900.00.07.432296.770.02.9529600.00.01.8918800.00.010.603976.920.07.432296.770.0--0.00
20Q1 (2)10716.30.00.01-98.80.0-0.03-103.450.00.01-99.510.016.48-1.850.028.04-8.550.0-0.07-100.710.00.31-93.750.0-0.01-100.60.00.01-98.680.00.26-95.830.00.31-93.750.0--0.00
19Q4 (1)920.00.00.830.00.00.870.00.02.050.00.016.790.00.030.660.00.09.900.00.04.960.00.01.660.00.00.760.00.06.240.00.04.960.00.0--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)
2024/117.924.29-7.7462.73-9.9719.96N/A-
2024/106.3511.15-8.7254.83-10.2817.63N/A-
2024/95.722.71-2.3848.48-10.4815.861.51-
2024/85.5621.37-2.5342.76-11.4614.81.62-
2024/74.58-1.35-10.9537.2-12.6614.611.64-
2024/64.65-13.6112.4432.61-12.8914.941.67-
2024/55.389.5-3.7327.97-16.0415.611.6-
2024/44.91-7.55-9.5922.59-18.5216.241.54-
2024/35.32-11.55-20.017.67-20.717.671.33-
2024/26.01-5.35-22.3112.36-20.9920.551.15-
2024/16.35-22.44-19.76.35-19.723.091.02-
2023/128.19-4.3510.1277.869.2323.711.04-
2023/118.5622.971.8269.689.1221.371.16-
2023/106.9618.8734.461.1210.2318.521.34-
2023/95.852.5519.2254.167.7416.711.73-
2023/85.7110.8827.0248.36.514.991.93-
2023/75.1524.5614.8742.594.2414.871.95-
2023/64.13-26.05-1.6137.442.9315.161.8-
2023/55.592.8312.9633.313.5217.671.54-
2023/45.43-18.217.2227.721.8119.811.38-
2023/36.64-14.09-19.0522.29-1.3422.291.17-
2023/27.74-2.188.6515.648.7623.081.13-
2023/17.916.388.867.918.8623.751.1-
2022/127.43-11.55-21.1271.28-39.3121.021.42-
2022/118.4162.312.5463.85-40.8918.491.62-
2022/105.185.44-44.7755.44-44.4614.582.05-
2022/94.919.26-45.1350.26-44.4313.892.14-
2022/84.490.28-42.8945.35-44.3513.182.25-
2022/74.486.67-40.3340.86-44.5113.632.18-
2022/64.2-15.09-48.7436.38-44.9813.782.03-
2022/54.956.72-48.4532.18-44.4517.791.57-
2022/44.64-43.52-53.8527.23-43.6619.961.4去年受疫情影響帶動家用健身器材需求激增
2022/38.2115.31-35.6522.59-40.9922.591.33-
2022/27.12-1.99-41.1114.38-43.6523.811.27-
2022/17.26-22.92-45.947.26-45.9424.881.21-
2021/129.4214.97-53.01117.45-10.3727.01.31去年受疫情影響帶動家用健身器材需求激增
2021/118.2-12.57-52.31108.03-2.6726.521.33去年受疫情影響帶動家用健身器材需求激增
2021/109.384.75-45.2299.836.4226.21.35-
2021/98.9513.72-36.690.4617.9524.331.5-
2021/87.874.76-29.4181.5130.2623.581.55-
2021/77.51-8.34-27.9473.6443.225.311.45-
2021/68.2-14.61-9.3266.1361.2927.841.29各品牌產品與電商通路銷售持續暢旺
2021/59.6-4.4617.1857.9381.2632.41.11各品牌產品與電商通路銷售持續暢旺
2021/410.05-21.2529.9348.33103.3434.891.03各品牌產品與電商通路銷售持續暢旺
2021/312.765.5465.9838.29138.7438.290.92各品牌產品與電商通路銷售持續暢旺
2021/212.09-10.03201.8625.53205.7345.590.77各品牌產品與電商通路銷售持續暢旺
2021/113.44-33.01209.2913.44209.2950.690.69各品牌產品與電商通路銷售持續暢旺
2020/1220.0616.69241.87131.06124.3454.370.58各品牌產品與電商通路銷售持續暢旺
2020/1117.190.42227.02111.0111.2248.430.65各品牌產品與電商通路銷售持續暢旺
2020/1017.1221.24205.4193.8198.3542.380.74新冠肺炎疫情帶動家用健身器材需求激增
2020/914.1226.63181.6776.6983.9535.690.75新冠肺炎疫情帶動家用健身器材需求激增
2020/811.156.94158.962.5770.630.610.87新冠肺炎疫情帶動家用健身器材需求激增
2020/710.4215.32197.5651.4255.7627.650.97新冠肺炎疫情帶動家用健身器材需求激增
2020/69.0410.35198.8441.042.0324.960.65新冠肺炎疫情帶動家用健身器材需求激增
2020/58.195.93134.2631.9623.6723.610.69新冠肺炎疫情帶動家用健身器材需求激增
2020/47.730.5870.7323.776.3719.420.84新冠肺炎疫情帶動家用健身器材需求激增
2020/37.6991.9433.5916.04-9.9816.040.7-
2020/24.0-7.81-12.798.35-30.7714.220.79-
2020/14.34-25.95-41.834.34-41.830.0N/A-
2019/125.8711.62-6.4158.425.770.0N/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)13910.32-0.880-0.34077.869.3234.2516.97-1.280-1.420-1.00-1.690-1.230
2022 (9)126-0.79-0.610-2.41071.22-39.3529.28-15.25-5.390-1.330-3.840-0.810-0.760
2021 (8)12712.393.31-70.914.31-55.48117.42-10.5334.55-17.326.69-52.623.78-62.357.85-57.645.48-66.894.4-66.69
2020 (7)11322.8311.38525.279.68536.84131.24124.341.7942.4314.12152.1410.04167.0218.53464.9416.55493.1913.21598.94
2019 (6)923.371.8266.971.52424.1458.515.2929.346.735.60266.013.7664.193.28285.882.7989.81.8976.64
2018 (5)89-4.31.0900.2970.5955.5724.6527.49-3.581.5302.2900.8501.4701.070
2017 (4)939.41-1.6200.17-91.3344.58-5.6528.51-3.78-0.540-3.720-0.240-2.010-1.510
2016 (3)854.943.5312.781.9692.1647.257.0229.6317.078.6561.086.3810.964.0972.574.0321.753.0118.5
2015 (2)8119.123.13-21.951.02-23.3144.15-7.3325.311.045.37-8.985.750.172.37-15.663.31-4.612.54-7.3
2014 (1)680.04.011045.711.332116.6747.6427.8925.0505.9005.7402.812710.03.471345.832.741041.67

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