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)494-1.2-1.20.30-53.85-30.230.29-46.338.11.4526.0923.9349.83-19.0922.5214.70-12.131.663.68-49.86-19.123.04-46.29-44.221.84-59.29-0.541.48-54.6-30.843.77-54.74-47.643.04-46.29-44.222.90-11.9311.23
24Q2 (19)5000.00.00.6530.022.640.5468.7542.111.15130.055.4161.5924.936.5316.7312.2817.657.3418.5821.725.665.2-4.874.5248.266.183.2630.423.958.333.748.185.665.2-4.8718.4940.7631.43
24Q1 (18)5000.00.00.5051.52127.270.32-5.8852.380.50-66.67127.2749.3112.0926.9914.90-2.8-3.936.19-2.0622.335.3826.8968.123.059.7155.612.549.7131.488.0327.2655.925.3826.8968.1210.1214.1328.01
23Q4 (17)5000.00.00.33-23.2643.480.3461.9385.711.5028.218.743.998.1625.3315.336.024.146.3238.998.744.24-22.25.212.7850.27148.211.67-21.9645.226.31-12.3614.524.24-22.25.21-0.84-21.078.58
23Q3 (16)5000.00.00.43-18.8734.370.21-44.7490.911.1758.111.7440.67-9.846.8314.461.6927.074.55-24.54148.635.45-8.444.951.85-31.99164.292.14-18.6334.597.20-6.4956.525.45-8.444.953.1761.0218.11
23Q2 (15)5000.00.00.53140.91-1.850.3880.9535.710.74236.36-10.8445.1116.17-17.7114.22-8.3212.596.0319.1738.945.9585.9417.362.7238.7814.292.63143.52-2.957.7049.5114.075.9585.9417.3613.4068.28140.47
23Q1 (14)5000.00.00.22-4.35-24.140.21200.05.00.22-84.06-24.1438.8310.63-30.3115.515.3743.215.0659.1273.293.20-20.627.491.9675.020.251.08-6.09-24.485.15-6.5339.953.20-20.627.491.42-16.2381.82
22Q4 (13)5000.0-0.790.23-28.12666.670.07-36.36600.01.3820.027.7835.1-7.8-34.1714.7229.3563.193.1873.77715.384.037.187960.01.1260.0433.331.15-27.67721.435.5119.78939.624.037.187960.0-19.18-34.43-48.53
22Q3 (12)5000.0-0.990.32-40.74-13.510.11-60.71-57.691.1538.559.5238.07-30.55-26.1911.38-9.916.721.83-57.83-33.213.76-25.8412.570.7-70.59-50.351.59-41.33-14.524.60-31.8518.253.76-25.8412.57-16.0922.73-10.36
22Q2 (11)5000.0-0.990.5486.2131.710.2840.0-24.320.83186.2122.0654.82-1.62-12.7312.6316.625.64.3448.6320.565.07101.9961.462.3846.015.312.7189.5131.556.7583.4268.755.07101.9961.461.44476.44970.00
22Q1 (10)500-0.79-0.990.29866.677.410.201900.0-16.670.29-73.157.4155.724.5-4.4310.8320.072.272.92648.72-14.372.514920.00.41.63676.19-18.091.43921.435.153.68594.34-0.542.514920.00.43.94387.39901.92
21Q4 (9)504-0.2-0.20.03-91.89-89.290.01-96.15-95.01.082.86-23.453.323.372.849.02-7.49-18.370.39-85.77-87.250.05-98.5-98.120.21-85.11-86.790.14-92.47-90.070.53-86.38-86.30.05-98.5-98.12-7.26-50.83-62.94
21Q3 (8)5050.00.00.37-9.76-13.950.26-29.734.01.0554.41-7.0851.58-17.8910.819.75-18.48-17.652.74-23.89-25.143.346.37-28.331.41-37.61-17.541.86-9.71-14.293.89-2.75-31.273.346.37-28.33-5.0721.0512.22
21Q2 (7)5050.00.00.4151.85-2.380.3754.170.00.68151.85-2.8662.827.7519.8911.9612.94-0.993.605.57-37.613.1425.6-27.482.2613.57-25.172.0651.47-3.294.008.11-37.013.1425.6-27.4810.0924.1437.09
21Q1 (6)5050.00.00.27-3.570.00.2420.0-11.110.27-80.850.058.312.4437.510.59-4.16-17.273.4111.44-23.22.50-6.02-24.921.9925.165.851.36-3.55-1.453.70-4.39-17.782.50-6.02-24.9211.91-19.230.00
20Q4 (5)5050.00.00.28-34.8847.370.20-20.0-9.091.4124.788.4651.8511.3911.0311.05-6.678.233.06-16.398.92.66-42.9226.071.59-7.0221.371.41-35.0250.03.87-31.6352.362.66-42.9226.07--0.00
20Q3 (4)5050.00.00.432.380.00.25-32.430.01.1361.430.046.55-11.160.011.84-1.990.03.66-36.570.04.667.620.01.71-43.380.02.171.880.05.66-10.870.04.667.620.0--0.00
20Q2 (3)5050.00.00.4255.560.00.3737.040.00.70159.260.052.423.580.012.08-5.630.05.7729.950.04.3330.030.03.0260.640.02.1354.350.06.3541.110.04.3330.030.0--0.00
20Q1 (2)5050.00.00.2742.110.00.2722.730.00.27-79.230.042.4-9.210.012.8025.370.04.4458.010.03.3357.820.01.8843.510.01.3846.810.04.5077.170.03.3357.820.0--0.00
19Q4 (1)5050.00.00.190.00.00.220.00.01.300.00.046.70.00.010.210.00.02.810.00.02.110.00.01.310.00.00.940.00.02.540.00.02.110.00.0--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)
2024/1118.33.1621.89196.7629.6951.7N/A-
2024/1017.7413.3444.87178.4630.5549.14N/A-
2024/915.65-0.631.06160.7229.1449.750.46-
2024/815.75-14.1619.15145.0728.9455.110.41-
2024/718.35-12.6918.84129.3230.2459.440.38-
2024/621.024.6621.46110.9732.3461.640.33-
2024/520.08-2.2440.489.9535.1759.980.34-
2024/420.546.0852.8469.8733.7453.180.38本月營收較去年同期增加,主係因中國客戶平台銷量有所突破,以及歐洲乾衣機市場回溫所致。
2024/319.3645.835.3349.3327.1249.330.36-
2024/213.28-20.420.8629.9722.3246.690.38-
2024/116.69-0.1747.2516.6947.2548.420.36-
2023/1216.7211.3319.82168.43-8.2943.980.36-
2023/1115.0222.6124.86151.71-10.639.210.4-
2023/1012.252.5434.55136.69-13.337.410.42-
2023/911.94-9.6415.5124.45-16.2340.60.4-
2023/813.22-14.395.65112.5-18.6145.960.35-
2023/715.44-10.761.5799.29-21.0247.040.34-
2023/617.320.98-6.8183.85-24.1345.040.35-
2023/514.36.41-20.2366.55-27.6342.050.38-
2023/413.44-6.06-26.6452.24-29.4240.910.39-
2023/314.318.66-26.5738.81-30.3438.810.53-
2023/213.1716.17-13.9124.5-32.3638.450.53-
2023/111.33-18.77-45.8511.33-45.8537.310.55-
2022/1213.9516.01-21.53183.65-18.7735.080.59-
2022/1112.0332.12-36.66169.7-18.5331.470.66-
2022/109.1-11.96-44.96157.67-16.7131.950.65-
2022/910.34-17.34-36.7148.57-14.0138.050.55-
2022/812.51-17.7-18.79138.23-11.6446.280.45-
2022/715.2-18.13-23.87125.72-10.8651.70.4-
2022/618.573.54-11.06110.52-8.7254.820.43-
2022/517.93-2.12-8.9991.96-8.2355.730.42-
2022/418.32-5.97-17.5674.03-8.0453.10.44-
2022/319.4827.39-12.7255.71-4.4155.710.46-
2022/215.29-26.92-10.2336.220.7454.00.47-
2022/120.9317.710.6220.9310.6257.70.44-
2021/1217.78-6.35-10.07226.117.0753.310.54-
2021/1118.9914.813.68208.3220.1651.860.56-
2021/1016.541.256.29189.3320.8548.280.6-
2021/916.336.0413.74172.7922.4651.710.48-
2021/815.4-22.857.0156.4623.4556.250.44-
2021/719.97-4.3512.6141.0525.5660.550.41-
2021/620.885.966.7121.0827.9962.80.47-
2021/519.7-11.3423.88100.2133.5464.250.46-
2021/422.22-0.4432.6280.536.1361.580.48-
2021/322.3231.0231.4358.2837.5258.280.45-
2021/217.04-9.9371.4535.9641.655.730.47本月營收較去年同期增加,主要係因去年受疫情影響復工,造成同期基期較低。
2021/118.92-4.3222.418.9222.455.390.47-
2020/1219.7718.392.39193.13-4.2252.030.44-
2020/1116.77.347.41173.35-4.9346.620.49-
2020/1015.568.3430.32156.65-6.0844.320.52-
2020/914.36-0.24-3.36141.09-8.8846.490.43-
2020/814.4-18.8132.97126.73-9.4751.690.39-
2020/717.73-9.3626.05112.34-13.0353.20.37-
2020/619.5723.024.9894.6-17.852.230.35-
2020/515.9-5.08-19.0275.04-22.2149.650.37-
2020/416.76-1.34-28.8959.13-23.0243.680.42-
2020/316.9870.91-18.0442.38-20.4242.380.58-
2020/29.94-35.7-29.5825.39-21.9444.70.55-
2020/115.46-19.96-16.0915.46-16.090.0N/A-
2019/1219.3124.2-17.6201.66-10.40.0N/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)5000.01.498.761.1472.73168.6-8.2214.8621.65.5274.134.7524.359.3159.9711.1818.437.519.16
2022 (9)500-0.791.3728.040.66-25.0183.71-18.7212.2217.393.1721.923.8266.815.82-0.859.4435.636.8826.7
2021 (8)504-0.21.07-23.570.88-20.0226.0216.9910.41-12.592.60-38.682.29-38.775.87-28.416.96-29.555.43-23.41
2020 (7)5050.01.408.531.10-24.66193.2-4.0411.91-12.494.24-1.43.7416.518.2-5.319.8823.357.098.08
2019 (6)5051.01.29-40.551.46-38.4201.33-10.4413.61-13.974.30-41.343.21-37.38.66-47.458.01-49.216.56-40.42
2018 (5)5002.672.1711.282.3715.61224.7913.3815.824.637.332.235.12-2.4816.4815.9715.7710.211.017.84
2017 (4)4872.741.95-25.862.05-23.79198.2712.1815.12-27.277.17-36.15.25-33.4614.21-28.3814.31-27.6210.21-22.89
2016 (3)4741.282.6346.932.6985.52176.7413.0820.7921.7211.2254.557.8934.1819.8474.9619.7753.8513.2452.36
2015 (2)4680.01.79-21.831.45-23.28156.3-13.7817.08-1.847.26-17.695.88-12.1111.34-29.0812.85-26.238.69-19.46
2014 (1)4682.862.2913.931.898.0181.2710.0417.4008.8206.69015.996.117.4211.7410.7917.79

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