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)910.00.03.52-18.52-15.993.9844.7386.8512.1540.79-6.4726.012.0230.8533.96-4.263.4120.500.3421.1612.56-29.99-37.265.3312.4558.633.2-18.37-15.7918.87-28.95-28.2212.56-29.99-37.2617.09-9.0340.10
24Q2 (19)910.00.04.320.47-16.922.7535.4737.58.63100.7-1.9323.2122.16-7.2335.474.147.8120.4320.68.3217.94-16.94-10.794.7447.20.423.920.26-17.1226.56-4.43-12.8917.94-16.94-10.798.1332.92-6.11
24Q1 (18)910.00.04.3065.3819.442.03-47.68-53.124.30-72.419.4419.0-5.89-31.1134.06-1.829.9416.94-9.8-9.4621.6073.4979.853.22-15.04-37.63.9165.6819.5727.79114.170.621.6073.4979.85-2.1413.7117.24
23Q4 (17)910.00.02.60-37.95-41.963.8882.16-47.7115.5819.94-37.420.191.61-31.2334.695.63-2.9418.7810.99-29.9812.45-37.81-15.943.7912.8-51.92.36-37.89-42.0112.98-50.63-26.6312.45-37.81-15.94-9.48-28.6944.33
23Q3 (16)910.00.04.19-19.42-55.332.136.5-46.2112.9947.61-36.3219.87-20.58-37.3232.84-0.18-6.2316.92-10.29-25.320.02-0.45-29.83.36-28.81-53.23.8-19.66-55.426.29-13.78-31.1420.02-0.45-29.8-14.9312.51-23.66
23Q2 (15)910.00.05.2044.44-34.012.00-53.81-55.268.80144.44-20.2225.02-9.28-6.4732.906.2-18.8518.860.8-28.8320.1167.44-30.134.72-8.53-33.434.7344.65-33.8530.4987.17-19.7820.1167.44-30.13-7.6712.40-47.73
23Q1 (14)910.00.03.60-19.6414.294.33-41.6498.623.60-85.5414.2927.58-6.0626.3430.98-13.326.0618.71-30.2424.912.01-18.91-16.195.16-34.5257.83.27-19.6614.3416.29-7.91-14.2212.01-18.91-16.19-6.72-35.9422.87
22Q4 (13)910.00.04.48-52.2457.197.4287.37178.9524.8922.01171.7229.36-7.3816.9735.742.066.5626.8218.4138.3914.81-48.0727.677.889.7562.144.07-52.2357.1417.69-53.67-11.8614.81-48.0727.675.56-16.6037.98
22Q3 (12)910.00.09.3819.04418.233.96-11.4190.3820.4084.95223.331.718.534.9535.02-13.6214.9722.65-14.5328.8428.52-0.9237.517.181.2773.858.5219.16419.5138.180.45131.2528.52-0.9237.5120.5284.6046.82
22Q2 (11)910.00.07.88150.16295.984.47105.05106.9411.03250.16145.1126.7522.5446.7440.5438.7936.9126.5076.981.3828.78100.84177.07.09116.82166.547.15150.0295.0338.01100.16177.2428.78100.84177.04.7580.3443.50
22Q1 (10)910.00.03.1510.5325.52.18-18.0510.663.15-65.6125.521.83-13.038.6129.21-12.915.3414.98-22.710.3914.3323.5314.553.27-32.7219.782.8610.4225.4418.99-5.3818.6914.3323.5314.55-3.0933.994.91
21Q4 (9)910.00.02.8557.4641.792.6627.88-25.499.1645.1722.4625.16.8524.7533.5410.11-4.4219.3810.24-2.6611.6037.282.844.8617.6821.22.5957.9341.5320.0721.5656.3111.6037.282.8417.8524.2012.09
21Q3 (8)910.00.01.81-9.05-24.272.08-3.7-46.116.3140.2215.5723.4928.8515.230.462.87-20.917.5820.33-31.38.45-18.67-34.194.1355.26-20.881.64-9.39-24.4216.5120.42-13.298.45-18.67-34.199.78-14.882.97
21Q2 (7)910.00.01.99-20.72-15.322.169.64-12.24.5079.2846.5818.23-9.30.4429.616.78-16.0514.617.66-26.7310.39-16.95-17.612.66-2.56-26.521.81-20.61-15.4213.71-14.31-29.3310.39-16.95-17.61-4.702.08-17.59
21Q1 (6)910.00.02.5124.88248.611.97-44.822288.892.51-66.44248.6120.1-0.146.8227.73-20.973.2413.57-31.8443.2912.5110.9128.72.73-31.92110.02.2824.59245.4516.0024.617.3112.5110.9128.7-0.714.49-26.16
20Q4 (5)910.00.02.01-15.942.553.57-7.5175.07.4837.0-21.5120.12-1.3223.6635.09-8.886.4619.91-22.234.3511.28-12.1532.084.01-23.1866.391.83-15.6742.9712.84-32.5614.2311.28-12.1532.08--0.00
20Q3 (4)910.00.02.391.70.03.8656.910.05.4677.850.020.3912.340.038.519.190.025.5928.340.012.841.820.05.2244.20.02.171.40.019.04-1.860.012.841.820.0--0.00
20Q2 (3)910.00.02.35226.390.02.462833.330.03.07326.390.018.1532.580.035.2731.310.019.94110.560.012.61130.530.03.62178.460.02.14224.240.019.4030.110.012.61130.530.0--0.00
20Q1 (2)910.00.00.72-48.940.0-0.09-104.410.00.72-92.440.013.69-15.860.026.86-18.510.09.47-36.10.05.47-35.950.01.3-46.060.00.66-48.440.014.9132.650.05.47-35.950.0--0.00
19Q4 (1)910.00.01.410.00.02.040.00.09.530.00.016.270.00.032.960.00.014.820.00.08.540.00.02.410.00.01.280.00.011.240.00.08.540.00.0--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)
2024/108.962.7745.2777.17-1.8626.3N/A-
2024/98.721.0534.4868.22-5.8726.00.56-
2024/88.62-0.4215.9159.5-9.8324.650.59-
2024/78.6617.6445.5350.88-13.123.820.61-
2024/67.36-5.62-4.8542.21-19.7423.210.66-
2024/57.8-3.1-12.2834.85-22.3122.270.68-
2024/48.0525.48-4.0627.05-24.7919.160.79-
2024/36.4236.77-29.1719.0-31.0919.00.77-
2024/24.69-40.57-42.112.58-32.0320.440.72-
2024/17.890.46-24.27.89-24.221.920.67-
2023/127.8627.33-13.8792.67-15.4920.190.75-
2023/116.170.06-40.6284.81-15.6318.820.8-
2023/106.17-4.85-37.478.64-12.7520.090.75-
2023/96.48-12.89-44.8872.47-9.7319.870.8-
2023/87.4425.02-34.0865.99-3.721.130.75-
2023/75.95-23.09-31.2458.552.2822.580.7-
2023/67.74-12.99-29.4752.68.2625.020.72-
2023/58.895.9811.8644.8619.2626.350.68-
2023/48.39-7.357.1835.9721.2525.550.7-
2023/39.0611.813.6127.5826.2927.580.83-
2023/28.1-22.237.9718.5233.5827.640.83-
2023/110.4114.1630.3610.4130.3629.930.76-
2022/129.12-12.27.48109.6526.1529.360.92-
2022/1110.395.4915.32100.5328.1732.00.85-
2022/109.85-16.2229.5290.1429.8432.90.82-
2022/911.764.1633.5880.2929.8831.70.82-
2022/811.2930.439.468.5329.2630.920.84-
2022/78.66-21.131.3257.2427.4327.580.94-
2022/610.9737.9989.4548.5926.7726.750.95今年度6月份營收較去年同期成長89%,係因今年度運動休閒產品接單量大幅增加所致。
2022/57.951.5436.6937.6115.6123.751.07-
2022/47.83-1.7918.2929.6611.0221.671.17-
2022/37.9735.7710.5421.838.6221.830.94-
2022/25.87-26.4917.2813.867.5522.350.92-
2022/17.99-5.871.377.991.3725.490.81-
2021/128.49-5.822.0586.9220.1425.10.77-
2021/119.0118.4830.7778.4319.9425.420.76-
2021/107.6-13.621.1669.4218.6624.50.79-
2021/98.88.724.9661.8218.3623.490.8-
2021/88.122.8428.3753.0117.3420.480.91-
2021/76.5913.81-6.344.9215.5518.21.03-
2021/65.79-0.43-4.9338.3320.3818.230.96-
2021/55.82-12.12-1.432.5326.3719.650.89-
2021/46.62-8.237.5226.7234.6218.840.93-
2021/37.2144.0537.420.146.8120.10.69-
2021/25.01-36.4656.7112.8952.6619.840.7今年度運動休閒產品的市場需求成長態勢明顯,本公司訂單量大幅增加故使得110年2月份之營收較去年同期大幅成長。
2021/17.8813.3250.197.8850.1921.720.641月營收較去年同期成長達50.19%,主係因今年度自行車產品訂單大幅成長及去年12月因受缺貨櫃影響部份訂單延到今年1月出貨所致。
2020/126.950.9126.4672.340.1320.120.74-
2020/116.899.7822.7865.39-2.0320.210.73-
2020/106.28-10.8921.7658.5-4.3119.630.75-
2020/97.0411.6715.5552.22-6.7120.390.57-
2020/86.31-10.34-0.3345.18-9.4319.430.6-
2020/77.0315.47-5.5938.87-10.7619.030.61-
2020/66.093.273.8531.84-11.8218.150.63-
2020/55.9-4.16-16.3625.75-14.8717.30.66-
2020/46.1617.27-9.9719.85-14.4114.60.79-
2020/35.2564.293.9513.69-16.2713.690.94-
2020/23.19-39.1-11.078.44-25.313.940.92-
2020/15.25-4.58-31.935.25-31.9316.360.78-
2019/125.5-2.01-8.1172.25-2.330.0N/A-
2019/115.618.88-11.3766.75-1.820.0N/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)910.015.49-37.3112.32-31.6392.67-15.4932.71-7.618.38-20.7116.01-27.5217.03-32.9819.97-36.8214.15-37.39
2022 (9)910.024.71170.9418.02103.16109.6526.1535.4015.9123.1840.0622.09106.2625.4176.5831.61116.0622.6171.63
2021 (8)910.09.1222.428.87-9.386.9220.1530.54-11.5816.55-15.310.71-2.1914.391.7714.6321.618.3222.53
2020 (7)910.07.45-21.589.785.572.340.1234.544.2619.5416.8710.95-8.1414.1417.0512.03-2.126.79-21.59
2019 (6)910.09.502.599.2722.9472.25-2.3433.1314.0816.7227.0511.926.4312.0824.1512.298.578.662.49
2018 (5)910.09.2674.727.5429.1173.9817.1329.046.9613.1642.7311.2054.79.7367.1811.32111.998.4574.95
2017 (4)910.05.30-38.015.8454.9163.161.6127.15-4.449.22-0.547.24-46.055.821.045.34-47.294.83-38.0
2016 (3)910.08.5527.423.77-8.562.16-6.5428.4110.379.2716.1713.4249.785.768.6810.1332.257.7927.5
2015 (2)910.06.7110.914.12-20.1666.511.4325.74-2.657.98-20.368.96-2.935.3-19.337.663.796.1110.89
2014 (1)918.336.05-3.515.1623.4465.578.4226.44010.0209.2306.57-2.387.38-10.225.514.16

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