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)1040.05.050.48-26.15300.00.55-5.17205.561.5146.68.637.93-2.4615.622.20-8.1110.3910.75-16.6749.316.29-24.76276.650.85-19.0573.470.5-26.47354.559.89-28.4962.936.29-24.76276.654.7618.1811.86
24Q2 (19)1045.055.050.6562.5983.330.5828.89314.291.03157.5-18.98.1311.9835.2724.1612.6923.5212.9028.36120.518.3654.53681.311.0543.84200.00.6874.361033.3313.8354.53217.28.3654.53681.316.9035.3037.02
24Q1 (18)990.00.00.408.11-66.940.4545.16266.670.40-77.27-66.947.261.8222.4321.440.521.5610.0513.8241.755.414.84-73.320.7315.8773.810.395.41-67.58.95-6.09-72.075.414.84-73.322.88108.2258.69
23Q4 (17)990.00.00.37208.33-41.270.3172.22-16.221.7626.62-22.817.133.944.8521.336.07-3.318.8322.64-13.435.16208.98-44.160.6328.57-8.70.37236.36-41.279.5357.0-31.245.16208.98-44.169.04154.1750.39
23Q3 (16)990.00.00.12100.0-77.780.1828.57-58.141.399.45-15.766.8614.14-11.0220.112.81-2.247.2023.08-29.061.6756.07-76.070.4940.0-37.180.1183.33-79.636.0739.22-46.431.6756.07-76.077.752.4890.21
23Q2 (15)990.00.00.06-95.04-90.320.14151.85-78.791.274.9614.416.011.35-24.419.56-7.34-12.015.85-17.49-52.281.07-94.72-86.160.35-16.67-63.920.06-95.0-90.164.36-86.39-61.281.07-94.72-86.16-5.72-1.49-10.56
23Q1 (14)990.00.01.2192.06146.94-0.27-172.97-147.371.21-46.93146.945.93-12.79-25.4121.11-4.31-6.437.09-30.49-36.6420.28119.48230.830.42-39.13-52.811.290.48144.932.04131.17221.3620.28119.48230.83-12.2954.37-93.46
22Q4 (13)990.00.00.6316.67-34.370.37-13.95-15.912.2838.18-43.286.8-11.8-19.1422.067.24-4.9510.200.494.629.2432.38-18.880.69-11.54-15.850.6316.67-34.3813.8622.33-11.499.2432.38-18.88-7.411.89-24.40
22Q3 (12)990.00.00.54-12.9-41.940.43-34.85-37.681.6548.65-45.97.71-3.02-7.020.57-7.47-16.9210.15-17.21-23.866.98-9.7-37.620.78-19.59-29.090.54-11.48-41.9411.330.62-28.296.98-9.7-37.62-1.516.82-9.53
22Q2 (11)990.010.00.6226.53-48.760.6615.79-29.031.11126.53-52.367.950.0-7.5622.23-1.46-13.612.269.56-24.517.7326.1-39.090.978.99-30.710.6124.49-44.0411.2612.94-36.17.7326.1-39.09-2.73-11.2122.67
22Q1 (10)990.010.00.49-48.96-56.640.5729.55-40.00.49-87.81-56.647.95-5.47-8.4122.56-2.8-12.7311.1914.77-30.326.13-46.18-47.70.898.54-35.970.49-48.96-51.969.97-36.33-39.366.13-46.18-47.7-2.01-22.87-3.34
21Q4 (9)990.010.00.963.23-23.20.44-36.23-55.14.0231.8-38.918.411.450.7223.21-6.26-14.19.75-26.86-42.4411.391.79-15.750.82-25.45-41.840.963.23-15.0415.66-0.89-14.2911.391.79-15.75-1.08-9.96-31.02
21Q3 (8)9910.010.00.93-23.148.140.69-25.81-10.393.0530.9-42.788.29-3.612.3324.76-3.773.4313.33-17.92-8.6411.19-11.826.071.1-21.431.850.93-14.6819.2315.80-10.3310.5711.19-11.826.07-2.26-8.03-13.96
21Q2 (7)900.04.651.217.08-71.390.93-2.11179.492.33106.19-50.328.6-0.9272.6925.73-0.4624.1816.241.12186.9312.698.28-82.641.40.72400.01.096.86-70.0517.627.18-82.9312.698.28-82.641.52-1.26-2.58
21Q1 (6)900.04.651.13-9.6145.650.95-3.06196.871.13-82.83145.658.683.9563.4725.85-4.3313.2816.06-5.1968.1711.72-13.3156.481.39-1.42172.551.02-9.73155.016.44-10.0251.3811.72-13.3156.488.5417.8812.11
20Q4 (5)900.04.651.2545.3552.440.9827.2771.936.5823.45134.168.3513.1422.2527.0212.878.316.9416.1121.6113.5228.1531.391.4130.5648.421.1344.8761.4318.2727.8517.6413.5228.1531.39--0.00
20Q3 (4)904.650.00.86-79.670.00.77165.810.05.3313.650.07.3848.190.023.9415.540.014.59157.770.010.55-85.570.01.08285.710.00.78-78.570.014.29-86.150.010.55-85.570.0--0.00
20Q2 (3)860.00.04.23819.570.0-1.17-465.620.04.69919.570.04.98-6.210.020.72-9.20.05.66-40.730.073.12876.230.00.28-45.10.03.64810.00.0103.20850.280.073.12876.230.0--0.00
20Q1 (2)860.00.00.46-43.90.00.32-43.860.00.46-83.630.05.31-22.250.022.82-8.540.09.55-31.440.07.49-27.210.00.51-46.320.00.4-42.860.010.86-30.070.07.49-27.210.0--0.00
19Q4 (1)860.00.00.820.00.00.570.00.02.810.00.06.830.00.024.950.00.013.930.00.010.290.00.00.950.00.00.70.00.015.530.00.010.290.00.0--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)
2024/102.5-6.384.0225.8121.87.76N/A-
2024/92.672.626.5823.3224.077.930.84-
2024/82.6-2.347.9620.6526.768.080.82-
2024/72.66-5.7436.6418.0530.028.280.8-
2024/62.820.7945.5115.3928.948.130.78-
2024/52.811.5239.8912.5725.728.20.77-
2024/42.51-13.1921.69.7722.177.190.88-
2024/32.8962.2731.967.2622.377.260.77-
2024/21.78-30.9-21.834.3616.756.680.84-
2024/12.5811.3877.192.5877.197.310.76去年同期1月適逢農曆春節假期,工作天數少,致本年1月營收增加。
2023/122.32-4.150.2325.92-14.737.130.74-
2023/112.420.7216.3323.61-15.967.320.72-
2023/102.4-4.08-0.5621.19-18.547.310.72-
2023/92.53.952.3118.79-20.386.860.76-
2023/82.4123.59-3.4216.29-23.06.290.82-
2023/71.950.37-29.6913.88-25.625.890.88-
2023/61.94-3.09-27.3611.94-24.916.010.84-
2023/52.0-3.05-18.8310.0-24.416.260.81-
2023/42.06-5.8-26.67.99-25.696.540.77-
2023/32.19-3.88-23.245.93-25.375.930.91-
2023/22.2856.6316.793.74-26.576.050.89-
2023/11.46-36.99-53.571.46-53.575.840.921月適逢農曆春節假期,工作天數少,致營收較去年減少。
2022/122.3111.23-16.8130.4-10.516.80.78-
2022/112.08-13.91-30.8328.09-9.946.940.76-
2022/102.41-1.3-8.1626.02-7.727.350.72-
2022/92.45-1.88-7.823.6-7.687.710.78-
2022/82.49-10.02-9.0621.16-7.667.930.76-
2022/72.773.7-4.3118.67-7.477.910.76-
2022/62.678.28-5.9215.9-8.07.950.95-
2022/52.47-12.33-11.6613.23-8.418.140.93-
2022/42.81-1.49-5.110.76-7.637.620.99-
2022/32.8646.24-18.37.95-8.57.951.0-
2022/21.95-37.73-3.985.09-1.897.871.01-
2022/13.1412.88-0.543.14-0.548.920.89-
2021/122.78-7.5-7.3233.9830.568.410.91-
2021/113.014.39.3931.235.498.280.92-
2021/102.63-0.910.8828.1939.028.020.96-
2021/92.65-3.22-0.3825.5744.658.291.03-
2021/82.74-5.3212.8522.9152.638.471.01市場需求復甦及去年因肺炎疫情影響營收基期較低,本年營收較去年同期成長。
2021/72.891.9626.2820.1760.318.531.0市場需求復甦及去年因肺炎疫情影響營收基期較低,本年營收較去年同期成長。
2021/62.841.6759.7317.2867.898.61.02市場需求復甦及去年因肺炎疫情影響營收基期較低,故本年(月)營收較去年同期大幅成長。
2021/52.79-5.82124.0214.4469.69.250.94市場需求復甦及去年因肺炎疫情影響營收基期較低,故本年(月)營收較去年同期大幅成長。
2021/42.96-15.251.3711.6560.268.491.03市場需求強勁復甦,以及去年因肺炎疫情影響營收基期較低,故本年(月)營收較去年同期大幅成長。
2021/33.571.8850.358.6863.548.680.9市場需求強勁復甦,以及去年因肺炎疫情影響營收基期較低,故本年(月)營收較去年同期大幅成長。
2021/22.03-35.567.675.1973.828.190.96市場需求強勁復甦,以及去年因肺炎疫情影響營收基期較低,故本年(月)營收較去年同期大幅成長。
2021/13.155.1978.043.1578.048.90.88受惠於自行車市場火熱,以及機車、汽車、卡車等市場皆處在強勁復甦階段,與上期元月逢中國農曆年,本期營業收入增加78.05%。
2020/123.09.1830.0926.02-4.218.350.81-
2020/112.755.4125.9623.02-7.398.010.84-
2020/102.6-2.1611.2420.28-10.67.70.88-
2020/92.669.6317.4317.67-13.127.380.76-
2020/82.435.946.4115.01-16.956.50.86-
2020/72.2928.97-5.8312.58-20.325.321.05-
2020/61.7842.6-18.9410.29-22.964.981.1-
2020/51.25-36.36-41.398.51-23.765.530.99-
2020/41.96-15.77-15.127.27-19.615.51.0-
2020/32.3391.67-10.585.31-21.155.311.17-
2020/21.21-31.51-22.872.98-27.795.291.17-
2020/11.77-23.13-30.811.77-30.816.260.99-
2019/122.35.728.3727.173.350.0N/A-
2019/112.18-6.9-9.6624.862.90.0N/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)990.01.76-22.810.38-81.2825.92-14.7420.54-6.047.31-33.486.75-9.521.89-43.413.26-6.861.75-22.91
2022 (9)990.02.28-43.142.03-32.7830.4-10.5421.86-12.2110.99-20.827.46-36.513.34-29.243.5-37.162.27-43.11
2021 (8)9910.04.01-38.873.02239.3333.9830.5924.903.4113.8810.0711.75-48.64.7243.95.57-32.893.99-32.94
2020 (7)904.656.56133.450.89-55.7226.02-4.2324.086.3612.619.5622.86156.853.284.798.3139.885.95145.87
2019 (6)864.882.8112.42.0116.1827.173.3522.646.0911.5112.298.9012.233.1316.363.4616.52.4216.35
2018 (5)820.02.50-20.131.73-34.2226.29-0.6821.34-17.0610.25-31.357.93-23.462.69-31.92.97-25.02.08-24.09
2017 (4)8210.813.13-21.362.63-5.426.471.5325.73-1.6814.93-4.1710.36-15.223.95-2.713.96-8.972.74-13.84
2016 (3)740.03.9824.372.7836.9526.075.3326.1718.6815.5836.5512.2222.694.0643.974.3536.793.1828.74
2015 (2)744.233.20-1.232.03-6.4524.75-6.0422.054.911.412.799.9613.832.82-3.423.186.712.476.93
2014 (1)7118.333.2483.052.1760.7426.349.721.02011.1008.7502.9249.742.9883.952.31115.89

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