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)670.01.522.47-44.62-38.862.90-13.175.4510.8329.39-1.2817.35-8.680.2320.25-9.27-4.9313.77-13.29-6.839.55-38.86-38.312.39-20.86-6.641.66-44.3-38.0612.19-38.31-37.969.55-38.86-38.31-0.82-15.272.01
24Q2 (19)670.01.524.4614.0733.133.3417.1925.098.37114.0720.7819.07.045.7922.323.0517.2315.885.3717.3715.626.9126.893.0213.1124.282.9814.6234.8419.764.2224.6715.626.9126.890.13-0.83-4.29
24Q1 (18)671.521.523.91-15.739.522.85-25.78-19.493.91-74.949.5217.75-6.78-3.3221.662.46-2.8315.073.93-9.3314.61-9.3713.872.67-3.26-12.462.6-15.3110.1718.9610.6814.4214.61-9.3713.871.60-0.446.93
23Q4 (17)660.00.04.6414.851.093.8439.64-14.4815.6042.219.1719.049.99-16.4521.14-0.753.7814.50-1.893.516.124.1321.842.767.81-13.483.0714.551.6617.13-12.8221.8316.124.1321.843.1917.7321.32
23Q3 (16)660.00.04.0420.60.752.753.0-20.9810.9758.312.9817.31-3.62-16.8621.3011.876.9314.789.242.7115.4825.7522.662.565.35-14.672.6821.271.5219.6523.9723.7415.4825.7522.66-2.907.22-10.79
23Q2 (15)660.00.03.35-6.1610.932.67-24.58-11.06.9394.1221.5817.96-2.18-4.6219.04-14.580.7913.53-18.591.0512.31-4.0517.572.43-20.33-3.572.21-6.3611.0615.85-4.3519.4412.31-4.0517.57-10.81-14.19-22.87
23Q1 (14)660.00.03.57-22.2233.213.54-21.1637.213.57-75.0233.2118.36-19.442.422.299.4323.3516.6218.6334.0312.83-3.0231.863.05-4.3937.392.36-21.8534.0916.5717.8532.1412.83-3.0231.86-4.99-3.883.93
22Q4 (13)660.00.04.5914.46120.674.4929.02107.8714.2947.1749.9522.799.4645.3420.372.2621.7614.01-2.6445.9413.234.8355.463.196.33111.263.0214.39120.4414.06-11.4654.6813.234.8355.4610.0223.6222.51
22Q3 (12)660.00.04.0132.78122.783.4816.0135.149.7170.3530.3420.8210.5751.4219.925.4526.0814.397.4754.5612.6220.5347.263.019.05134.382.6432.66123.7315.8819.6748.8312.6220.5347.267.7922.7316.14
22Q2 (11)660.00.03.0212.691.683.0016.2832.165.70112.690.8818.835.0228.7118.894.54-3.5213.397.98-0.3710.477.61-21.512.5213.5127.921.9913.072.0513.275.82-19.1310.477.61-21.519.6820.7717.86
22Q1 (10)660.00.02.6828.85-0.372.5819.447.952.68-71.88-0.3717.9314.3536.0418.078.01-19.2912.4029.17-21.379.7314.34-27.552.2247.026.731.7628.47-0.5612.5437.95-26.379.7314.34-27.5514.2022.2132.70
21Q4 (9)660.00.02.0815.56-41.412.1645.95-18.189.5327.9213.4515.6814.0419.8816.735.89-32.599.603.11-48.888.51-0.7-52.321.5117.97-38.621.3716.1-41.29.09-14.81-60.588.51-0.7-52.324.01-11.915.58
21Q3 (8)660.00.01.80-39.39-28.851.48-34.8-29.527.4531.8653.2913.75-6.025.3615.80-19.31-23.719.31-30.73-36.928.57-35.76-32.841.28-35.03-33.681.18-39.49-28.9210.67-34.98-35.998.57-35.76-32.842.49-14.49-19.91
21Q2 (7)660.00.02.9710.411550.02.27-5.022170.05.65110.04142.4914.6311.086.8519.58-12.55112.613.44-14.77700.013.34-0.67795.31.97-5.291415.381.9510.171525.016.41-3.64626.1113.34-0.67795.35.88-6.91-7.25
21Q1 (6)660.00.02.69-24.2325.122.39-9.4729.892.69-67.9825.1213.180.764.3522.39-9.7917.7215.77-16.0321.9613.43-24.7619.72.08-15.4527.611.77-24.0324.6517.03-26.1518.2613.43-24.7619.70.498.048.12
20Q4 (5)660.00.03.5540.3242.02.6425.7136.798.4072.84-11.5813.080.232.7524.8219.8547.1318.7827.2470.8817.8539.8937.942.4627.4675.712.3340.3641.2123.0638.3366.6217.8539.8937.94--0.00
20Q3 (4)660.00.02.531305.560.02.102000.00.04.86108.580.013.0566.670.020.71124.860.014.76778.570.012.76756.380.01.931384.620.01.661283.330.016.67637.610.012.76756.380.0--0.00
20Q2 (3)660.00.00.18-91.630.00.10-94.570.02.338.370.07.83-38.00.09.21-51.580.01.68-87.010.01.49-86.720.00.13-92.020.00.12-91.550.02.26-84.310.01.49-86.720.0--0.00
20Q1 (2)660.00.02.15-14.00.01.84-4.660.02.15-77.370.012.63-0.790.019.0212.740.012.9317.650.011.22-13.290.01.6316.430.01.42-13.940.014.404.050.011.22-13.290.0--0.00
19Q4 (1)660.00.02.500.00.01.930.00.09.500.00.012.730.00.016.870.00.010.990.00.012.940.00.01.40.00.01.650.00.013.840.00.012.940.00.0--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)
2024/105.2421.73-3.8659.34-1.4615.71N/A-
2024/94.3-30.32-27.5154.11-1.2217.350.39-
2024/86.17-10.27-9.1149.811.9619.130.35-
2024/76.8813.1812.7743.633.7519.060.35-
2024/66.08-0.3819.1536.752.2219.00.38-
2024/56.1-10.59-4.8830.68-0.5718.970.38-
2024/46.8212.9112.024.580.5617.40.41-
2024/36.0433.24-10.2517.75-3.2317.750.42-
2024/24.54-36.76-24.4311.710.8317.680.42-
2024/17.1720.0127.867.1727.8619.620.38-
2023/125.98-7.69-11.6172.67-9.5817.90.41-
2023/116.4718.89-16.0166.7-9.3917.850.41-
2023/105.45-8.21-34.5760.22-8.6118.170.41-
2023/95.93-12.63-14.2954.78-4.8618.820.45-
2023/86.7911.33-5.948.84-3.5717.990.47-
2023/76.119.58-8.7342.05-3.1917.620.48-
2023/65.1-20.48-5.135.95-2.1817.610.49-
2023/56.415.28-3.3230.85-1.6819.240.45-
2023/46.09-9.52-7.4224.44-1.2418.830.46-
2023/36.7312.196.1718.350.9918.350.51-
2023/26.06.9922.9511.61-1.7818.370.51-
2023/15.61-17.03-19.175.61-19.1720.080.47-
2022/126.76-12.2930.1780.3740.4122.790.48-
2022/117.71-7.3730.7173.6141.4322.960.48-
2022/108.3220.2380.4465.942.822.460.49主係越南境內機車客戶大幅上調組車計劃,新增外銷休閒車輛及健康事業產品亦大幅出貨所致。
2022/96.92-4.0762.7757.5838.6220.820.47主係2021年9月越南受COVID-19影響有停產之情形,而2022年9月無此情況所致。
2022/87.227.9764.850.6635.8719.280.5主係2021年8月越南受COVID-19影響有停產之情形,而2022年8月無此情況所致。
2022/76.6824.3431.0843.4432.0218.690.52-
2022/65.37-18.993.9536.7632.1918.590.64-
2022/56.640.8237.3631.3838.6419.560.61-
2022/46.583.7642.2324.7538.9917.810.67-
2022/36.3429.9229.1718.1637.8518.160.67-
2022/24.88-29.6643.4911.8243.017.020.71-
2022/16.9433.6242.666.9442.6618.030.67-
2021/125.19-11.936.5457.2422.8615.70.82-
2021/115.927.8539.6952.0524.7614.760.87-
2021/104.618.4515.8546.1523.0813.240.97-
2021/94.25-2.873.6641.5423.9413.730.81-
2021/84.38-14.11-2.8737.2826.7714.650.76-
2021/75.1-1.3814.7832.932.1415.10.74-
2021/65.177.0260.327.835.9114.630.58去年因疫情(COVID-19)影響,導致營收大幅滑落,而本期無此情形。
2021/54.834.454.8122.6331.3414.370.6去年因疫情(COVID-19)影響,導致營收大幅滑落,而本期無此情形。
2021/44.63-5.76212.0417.826.1512.940.66去年因疫情(COVID-19)影響,導致營收大幅滑落,而本期無此情形。
2021/34.9144.3210.2713.184.3313.180.55-
2021/23.4-30.06-0.248.271.0913.140.56-
2021/14.86-0.212.064.862.0613.960.52-
2020/124.8815.477.0146.59-11.6513.080.45-
2020/114.226.031.9241.71-13.4212.310.48-
2020/103.98-2.95-10.137.49-14.8612.590.47-
2020/94.1-9.0-1.7533.51-15.3913.050.41-
2020/84.511.49-2.0329.41-17.012.180.44-
2020/74.4437.715.0124.9-19.2310.790.5-
2020/63.233.36-18.0820.46-23.097.830.73-
2020/53.12110.43-36.2217.23-23.969.060.63-
2020/41.48-66.69-66.0114.11-20.599.350.61因疫情(COVID-19)影響,導致營收隨客戶關廠而大幅滑落。
2020/34.4530.54-4.812.63-5.8112.630.46-
2020/23.41-28.4415.918.18-6.3512.730.46-
2020/14.774.63-17.674.77-17.6713.460.43-
2019/124.569.983.2552.7414.280.0N/A-
2019/114.14-6.47-9.5848.1815.450.0N/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)660.014.957.4812.81-5.4672.67-9.5820.957.9914.869.2614.1921.810.8-1.1912.5511.4610.339.78
2022 (9)660.013.9146.2713.5563.0680.3740.4319.404.6413.6014.011.656.9810.9360.0311.2649.349.4149.84
2021 (8)660.09.5113.628.3124.0357.2322.8418.54-4.7811.93-9.5510.89-8.266.8311.067.544.876.2813.56
2020 (7)660.08.37-11.626.70-13.5546.59-11.019.4710.3113.196.4611.87-0.676.15-5.097.19-4.645.53-11.52
2019 (6)660.09.4713.827.7528.3152.3513.4617.650.8612.391.8911.950.256.4815.517.546.86.2513.64
2018 (5)660.08.3219.546.0414.6146.1413.5917.50-2.1812.16-0.2511.925.35.6113.337.0617.285.519.57
2017 (4)661.546.96-3.475.272.9340.62-2.4717.89-0.4512.19-1.0611.32-0.094.95-3.516.02-6.234.6-2.54
2016 (3)650.07.21-2.75.12-5.0141.653.9217.97-9.112.32-6.611.33-6.215.13-3.026.42-1.384.72-2.48
2015 (2)658.337.4130.235.3938.2140.085.519.7722.5713.1934.3212.0833.335.2941.826.5142.764.8440.7
2014 (1)605.265.692.153.9010.837.999.3616.1309.8209.0603.7310.364.568.313.447.84

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