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(%)
24Q4 (20)1730.00.0-0.4232.26-16.67-0.56-7.690-1.36-44.68-466.672.351.29-20.07-8.0922.14-151.5-37.152.77-524.37-30.8832.59-47.89-0.872.25-411.76-0.7232.08-18.03-26.4041.260.45-30.8832.59-47.89-0.20-27.81-28.13
24Q3 (19)1730.00.0-0.62-87.88-616.67-0.52-48.57-550.0-0.94-184.85-954.552.32-1.69-34.65-10.39-61.09-154.09-38.21-36.08-5519.12-45.81-91.43-873.82-0.89-34.85-4350.0-1.06-85.96-604.76-44.94-68.82-604.94-45.81-91.43-873.82-6.65-43.94-53.83
24Q2 (18)1730.00.0-0.330-450.0-0.35-59.09-94.44-0.330-3200.02.36-11.61-10.61-6.45-173.63-162.56-28.08-131.3-136.76-23.93-34085.71-473.86-0.66-106.25-112.9-0.570-418.18-26.62-1349.77-554.05-23.93-34085.71-473.86-10.3950.00-29.55
24Q1 (17)1730.00.00.00100.0-100.0-0.220-257.140.00100.0-100.02.67-9.18-29.748.76-44.24-63.33-12.14-104.03-258.28-0.0799.66-102.79-0.32-88.24-210.340100.0-100.02.13108.03-43.95-0.0799.66-102.79-13.18-150.0050.00
23Q4 (16)1730.00.0-0.36-400.0-427.270.00100.0-100.0-0.24-318.1847.832.94-17.18-31.7915.71-18.22-43.53-5.95-775.0-162.83-20.88-452.7-567.11-0.17-750.0-141.46-0.61-390.48-421.05-26.52-397.98-2093.98-20.88-452.7-567.118.64-50.0077.78
23Q3 (15)1730.00.00.12300.0-7.69-0.0855.5666.670.111200.0119.33.5534.47-6.5819.2186.3255.42-0.6894.2791.945.92241.973.14-0.0293.5593.750.21290.91-4.558.90318.674.835.92241.973.141.9750.00-86.50
23Q2 (14)1730.00.0-0.06-200.070.0-0.18-228.5756.1-0.01-116.6798.572.64-30.53-23.4810.31-56.84229.39-11.86-254.6330.76-4.17-266.1459.12-0.31-206.947.46-0.11-210.068.57-4.07-207.1139.16-4.17-266.1459.12-21.18-122.72-141.70
23Q1 (13)1730.00.00.06-45.45112.240.14-54.84120.290.06113.04112.243.8-11.8357.0223.89-14.13208.057.67-19.01117.152.51-43.85107.110.29-29.27126.850.1-47.37111.763.80185.71112.652.51-43.85107.110.79-30.4287.16
22Q4 (12)1730.00.00.11-15.38119.30.31229.17163.27-0.4619.378.64.3113.42199.3127.82125.08155.129.47212.2112.514.47-22.13106.530.41228.12137.610.19-13.64119.391.33-84.33101.574.47-22.13106.5311.7874.81135.31
22Q3 (11)1730.00.00.13165.0122.41-0.2441.4660.66-0.5718.5763.923.810.14251.8512.36294.89116.1-8.4450.7392.955.74156.27106.25-0.3245.7675.380.22162.86122.08.49226.91107.445.74156.27106.2526.35112.0941.02
22Q2 (10)1730.00.0-0.2059.1870.15-0.4140.5825.45-0.70-42.8630.693.4542.56106.593.13114.16106.2-17.1361.6977.6-10.2071.0985.27-0.5945.3753.91-0.3558.8269.83-6.6977.7392.41-10.2071.0985.2755.3136.61-0.12
22Q1 (9)1730.00.0-0.4914.04-48.48-0.69-40.82-115.62-0.4977.21-48.482.4268.068.52-22.1156.19-71.13-44.7140.93-43.99-35.2848.5-36.64-1.080.92-56.52-0.8513.27-46.55-30.0464.436.1-35.2848.5-36.6450.707.88-10.57
21Q4 (8)1730.00.0-0.571.72-256.25-0.4919.67-345.45-2.15-36.08-241.271.4433.33-47.83-50.4734.27-3051.46-75.6936.81-346.02-68.5025.39-580.91-1.0916.15-131.91-0.982.0-250.0-84.4626.03-313.82-68.5025.39-580.91-1.007.584.38
21Q3 (7)1730.00.0-0.5813.43-152.17-0.61-10.91-190.48-1.58-56.44-236.171.08-35.33-67.37-76.78-51.98-3527.68-119.78-56.6-905.71-91.81-32.6-676.08-1.3-1.56-233.33-1.013.79-156.41-114.18-29.49-823.04-91.81-32.6-676.08-30.22-44.80-41.39
21Q2 (6)1730.07.45-0.67-103.03-59.52-0.55-71.88-25.0-1.01-206.06-288.461.67-25.11-20.85-50.52-291.02-100.95-76.49-146.34-65.35-69.24-168.16-115.9-1.28-85.51-30.61-1.16-100.0-70.59-88.18-175.65-106.95-69.24-168.16-115.9-22.16-104.64-131.39
21Q1 (5)1730.07.45-0.33-106.25-306.25-0.32-190.91-366.67-0.3347.62-306.252.23-19.2-44.11-12.92-855.56-158.81-31.05-82.97-561.37-25.82-156.66-497.23-0.69-46.81-355.56-0.58-107.14-323.08-31.99-56.74-490.6-25.82-156.66-497.23--0.00
20Q4 (4)1730.00.0-0.1630.430.0-0.1147.620.0-0.63-34.040.02.76-16.620.01.71-23.660.0-16.97-42.490.0-10.0614.960.0-0.47-20.510.0-0.2828.210.0-20.41-65.00.0-10.0614.960.0--0.00
20Q3 (3)1737.450.0-0.2345.240.0-0.2152.270.0-0.47-80.770.03.3156.870.02.24108.910.0-11.9174.250.0-11.8363.110.0-0.3960.20.0-0.3942.650.0-12.3770.970.0-11.8363.110.0--0.00
20Q2 (2)1610.00.0-0.42-362.50.0-0.44-466.670.0-0.26-262.50.02.11-47.120.0-25.14-214.430.0-46.26-787.370.0-32.07-593.380.0-0.98-462.960.0-0.68-361.540.0-42.61-620.270.0-32.07-593.380.0--0.00
20Q1 (1)1610.00.00.160.00.00.120.00.00.160.00.03.990.00.021.970.00.06.730.00.06.500.00.00.270.00.00.260.00.08.190.00.06.500.00.0--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)
2025/20.816.29-3.531.48-13.692.18N/A-
2025/10.68-2.89-23.110.68-23.112.2N/A-
2024/120.7-13.86-8.379.7-24.932.350.92-
2024/110.82-1.03-31.619.0-25.982.320.93-
2024/100.8322.0-15.78.18-25.362.390.9-
2024/90.68-23.81-41.067.35-26.312.320.92-
2024/80.8917.98-37.536.68-24.392.410.89-
2024/70.75-1.87-22.735.79-21.872.340.91-
2024/60.77-6.54-12.685.03-21.742.360.92-
2024/50.825.85-18.454.27-23.172.550.85-
2024/40.78-18.873.373.45-24.222.560.85-
2024/30.9616.02-33.042.67-29.682.670.81-
2024/20.82-7.3-44.021.71-27.652.480.87-
2024/10.8915.72-0.750.89-0.752.850.75-
2023/120.77-35.71-51.4812.92-7.582.940.78品牌商庫存調節
2023/111.221.99-19.5712.15-1.983.320.69-
2023/100.98-14.69-20.8510.960.413.550.65-
2023/91.15-19.26-4.049.983.133.550.65-
2023/81.4245.9418.498.834.143.280.7-
2023/70.9710.88-30.697.411.782.860.8-
2023/60.88-12.71-18.586.439.562.641.07-
2023/51.0134.18-16.255.5515.93.190.89-
2023/40.75-47.46-35.864.5526.683.650.77-
2023/31.43-2.9839.953.856.933.80.71因遇季節性訂單出貨
2023/21.4764.34138.312.3769.323.950.68因遇季節性訂單出貨
2023/10.9-43.4314.730.914.733.970.68-
2022/121.586.57106.7113.98117.484.310.62因遇季節性訂單出貨
2022/111.4920.05271.7312.4118.943.920.68因遇季節性訂單出貨
2022/101.243.41356.610.91107.343.630.73因遇季節性訂單出貨
2022/91.2-0.29380.719.6793.83.80.64因遇季節性訂單出貨
2022/81.2-14.64200.318.4878.743.690.66因遇季節性訂單出貨
2022/71.4130.25223.197.2867.553.690.66因遇季節性訂單出貨
2022/61.08-10.21114.765.8750.223.450.7因遇季節性訂單出貨
2022/51.22.7682.854.7940.73.390.71因遇季節性訂單出貨
2022/41.1714.64127.573.5930.612.810.86因遇季節性訂單出貨
2022/31.0265.1921.042.428.252.421.13-
2022/20.62-20.8714.611.40.512.161.26-
2022/10.781.9-8.40.78-8.41.951.4-
2021/120.7791.66-26.286.43-47.181.442.04因國外新冠疫情嚴重,導致出貨減少
2021/110.447.46-55.955.66-49.130.923.19因國外新冠疫情嚴重,導致出貨減少
2021/100.278.88-66.725.26-48.520.923.19因國外新冠疫情嚴重,導致出貨減少
2021/90.25-37.71-77.264.99-46.951.082.58因國外新冠疫情嚴重,導致出貨減少
2021/80.4-8.13-65.434.74-42.951.342.09因國外新冠疫情嚴重,導致出貨減少
2021/70.44-13.44-58.854.34-39.321.61.76因國外新冠疫情嚴重,導致出貨減少
2021/60.5-23.55-33.463.91-35.941.671.19-
2021/50.6627.9-7.93.41-36.292.010.99-
2021/40.51-39.02-19.682.75-40.661.91.05110/3月營收因折讓單金額誤值,故於本月累計營業收入淨額調整
2021/30.8456.42-31.442.23-44.012.230.88因國外新冠疫情嚴重,導致出貨減少
2021/20.54-36.76-63.911.39-49.612.430.81因國外新冠疫情嚴重及春節假期,導致出貨減少
2021/10.85-17.98-32.760.85-32.762.80.7-
2020/121.0414.51-24.012.17-47.092.760.69因國外新冠肺炎疫情嚴重影響,導致出貨減少
2020/110.9111.39-35.3811.13-48.552.820.68因國外新冠肺炎疫情嚴重影響,導致出貨減少
2020/100.81-25.6-54.910.22-49.463.070.62因國外新冠肺炎疫情嚴重影響,導致出貨減少
2020/91.1-5.29-48.699.41-48.933.310.65-
2020/81.169.34-51.128.31-48.962.970.72因國外新冠肺炎疫情嚴重影響,導致出貨減少
2020/71.0639.97-42.327.16-48.62.530.85-
2020/60.765.8-46.366.1-49.552.111.22因新冠肺炎疫情嚴重影響,導致出貨減少
2020/50.7111.53-63.885.35-49.972.581.0因新冠肺炎疫情嚴重影響,導致出貨減少
2020/40.64-47.94-72.824.63-46.810.0N/A受疫情影響,出貨減少
2020/31.23-17.66-47.33.99-37.160.0N/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
2024 (10)1730.0-1.360-1.6509.7-24.92-3.600-28.310-24.280-2.750-2.230-2.350
2023 (9)1730.0-0.240-0.12012.92-7.5817.97102.36-1.700-3.250-0.220-0.430-0.420
2022 (8)1730.0-0.460-1.04013.98117.428.880-11.340-5.680-1.590-0.580-0.790
2021 (7)1730.0-2.150-1.9906.43-47.17-41.870-67.820-57.800-4.360-4.640-3.720
2020 (6)1737.45-0.630-0.65012.17-47.113.84-88.09-12.900-8.930-1.570-1.540-1.090
2019 (5)1618.052.269.182.2738.4123.0112.4132.2412.8121.3523.0515.825.054.9138.314.6221.583.6418.18
2018 (4)1496.432.0740.821.647.8920.477.9128.58-9.7317.35-4.7215.0638.553.552.63.831.943.0849.51
2017 (3)14023.891.47-76.41.52-63.2918.97-23.4231.66-33.7418.21-49.2210.87-61.933.46-61.042.88-67.242.06-70.86
2016 (2)11346.756.23-5.894.1421.0524.7713.3147.780.135.8610.6828.552.858.8825.428.7921.587.0716.47
2015 (1)770.06.6290.233.42134.2521.8658.4147.73032.40027.7607.08132.137.23125.946.07125.65

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