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)1361.492.266.099.3471.556.7449.45134.0318.6648.4544.6570.2514.3834.4526.704.8315.1416.5210.2851.4212.69-1.3227.1511.6126.2103.688.2711.0175.9615.25-10.9222.9812.69-1.3227.155.40-5.6016.48
24Q2 (19)1340.750.755.57-20.5441.374.51-16.48390.2212.5779.3234.4461.42-3.5821.4625.47-2.6733.4914.98-8.55110.3912.86-15.9522.839.2-11.79155.567.45-19.8942.4517.12-11.9314.2912.86-15.9522.83-6.375.86-16.19
24Q1 (18)1330.761.537.0132.2629.345.40-15.89-1.647.01-61.4429.3463.7-9.16-10.1226.17-1.1314.7316.381.4918.6115.3040.3748.8310.43-7.866.549.332.8630.819.4442.1145.9515.3040.3748.8312.5240.7853.52
23Q4 (17)132-0.750.765.3049.3-37.136.42122.92-35.1518.1840.93-50.3870.1234.2-23.9226.4714.14-6.9316.1447.94-15.7610.909.22-15.8311.3298.6-35.97.048.94-36.5913.6810.32-17.1910.909.22-15.8318.7619.70167.98
23Q3 (16)1330.01.533.55-9.9-65.672.88213.04-56.5612.9037.97-54.2752.253.32-35.0423.1921.54-8.4510.9153.23-34.09.98-4.68-44.255.758.33-57.114.7-10.13-65.2912.40-17.22-44.029.98-4.68-44.25-12.66-18.6164.90
23Q2 (15)1331.531.533.94-27.31-61.710.92-83.24-87.289.3572.51-47.7150.57-28.64-39.5619.08-16.35-23.957.12-48.44-58.9610.471.85-38.563.6-63.23-75.215.23-26.44-61.214.9812.46-31.010.471.85-38.56-25.88-31.51-63.89
23Q1 (14)1310.00.05.42-35.71-28.595.49-44.55-14.355.42-85.21-28.5970.87-23.11-12.3922.81-19.8-0.713.81-27.92-7.9910.28-20.62-21.299.79-44.56-19.367.11-35.6-28.4713.32-19.37-19.3710.28-20.62-21.29-4.26-27.092.39
22Q4 (13)1310.00.08.43-18.4786.929.9049.32127.5936.6429.88103.2292.1714.5846.2328.4412.2814.2619.1615.9140.5712.95-27.6523.2217.6632.88105.5911.04-18.4687.1216.52-25.4221.3812.95-27.6523.225.36-8.9920.51
22Q3 (12)1310.00.010.340.49209.586.63-8.3107.1928.2157.77108.580.44-3.8657.4525.330.9611.3916.53-4.7337.4117.905.0596.0613.29-8.47116.113.540.45209.1322.152.0383.2117.905.0596.06-0.2118.032.24
22Q2 (11)1310.00.010.2935.57136.557.2312.7974.2217.88135.5775.4783.673.4439.3825.099.2313.2217.3515.5935.5517.0430.4770.0614.5219.689.0613.4835.61136.4921.7131.4268.4317.0430.4770.0615.8951.9330.07
22Q1 (10)1310.00.07.5968.2929.976.4147.3621.867.59-57.929.9780.8928.3439.4422.97-7.71-5.415.0110.12-3.0413.0624.26-5.2912.1441.3335.199.9468.4729.9316.5221.381.1613.0624.26-5.2925.8651.6641.65
21Q4 (9)1310.00.04.5135.0321.244.3535.94-3.9718.0333.26109.1663.0323.3727.1824.899.45-0.9613.6313.3-7.8410.5115.12-1.788.5939.6717.195.934.721.1513.6112.5711.6510.5115.12-1.784.245.916.52
21Q3 (8)1310.00.03.34-23.22230.693.20-22.89113.3313.5332.78176.1251.09-14.8965.522.742.624.8412.03-6.0231.919.13-8.8880.796.15-19.92118.094.38-23.16229.3212.09-6.2177.539.13-8.8880.79-5.71-24.37-22.00
21Q2 (7)1310.00.774.35-25.51613.114.15-21.1591.6710.1974.49161.9560.033.48134.422.16-8.7318.3812.80-17.31130.6310.02-27.34219.117.68-14.48440.855.7-25.49612.512.89-21.07135.2210.02-27.34219.1110.2715.74-2.50
21Q1 (6)1310.00.05.8456.9978.055.2616.1181.385.84-32.2578.0558.0117.0559.9824.28-3.381.8915.484.6716.0413.7928.8812.118.9822.5185.547.6557.0877.9116.3333.9613.8813.7928.8812.1138.80162.66109.06
20Q4 (5)1310.00.03.72268.32-33.214.53202.0-22.038.6275.92-48.149.5660.54-2.4625.1315.86-11.3314.7962.17-23.4910.70111.88-27.97.33159.93-25.364.87266.17-33.2912.1979.0-32.8410.70111.88-27.9--0.00
20Q3 (4)1310.770.01.0165.570.01.50150.00.04.9025.960.030.8720.540.021.6915.870.09.1264.320.05.0560.830.02.8298.590.01.3366.250.06.8124.270.05.0560.830.0--0.00
20Q2 (3)130-0.760.00.61-81.40.00.60-79.310.03.8918.60.025.61-29.370.018.72-21.440.05.55-58.40.03.14-74.470.01.42-70.660.00.8-81.40.05.48-61.790.03.14-74.470.0--0.00
20Q1 (2)1310.00.03.28-41.110.02.90-50.090.03.28-80.250.036.26-28.640.023.83-15.910.013.34-30.990.012.30-17.120.04.84-50.710.04.3-41.10.014.34-20.990.012.30-17.120.0--0.00
19Q4 (1)1310.00.05.570.00.05.810.00.016.610.00.050.810.00.028.340.00.019.330.00.014.840.00.09.820.00.07.30.00.018.150.00.014.840.00.0--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)
2024/1130.4321.1829.11250.9515.0978.87N/A-
2024/1025.117.5721.82220.5313.3974.26N/A-
2024/923.34-9.5723.96195.4212.3970.30.5-
2024/825.8122.0648.18172.0810.9968.120.52-
2024/721.15-0.0832.92146.276.2861.910.57-
2024/621.167.9828.78125.122.861.450.46-
2024/519.6-5.2626.22103.96-1.2561.020.46-
2024/420.69-0.2310.0284.36-6.057.540.49-
2024/320.7428.68-3.3163.68-10.2563.680.41-
2024/216.11-39.93-20.4142.94-13.2668.710.38-
2024/126.834.1-8.3126.83-8.3176.160.34-
2023/1225.779.34-17.29243.81-27.6169.940.44-
2023/1123.5714.34-22.64218.04-28.6663.00.49-
2023/1020.619.46-35.56194.48-29.3356.850.54-
2023/918.838.09-29.57173.87-28.5152.150.55-
2023/817.429.49-34.15155.04-28.3849.760.57-
2023/715.91-3.19-38.75137.62-27.5747.870.6-
2023/616.435.84-44.28121.71-25.850.760.47-
2023/515.53-17.42-41.77105.28-21.7555.770.43-
2023/418.8-12.32-30.5489.75-16.8160.50.4-
2023/321.455.91-23.8770.95-12.2170.950.41-
2023/220.25-30.791.1149.51-5.9780.660.36-
2023/129.26-6.08-10.3229.26-10.3290.880.32-
2022/1231.152.2635.39336.8244.3793.60.46-
2022/1130.46-4.7534.71305.6645.3589.180.49-
2022/1031.9819.6372.94275.246.6385.170.511.客戶訂單因應市場需求有顯著增加2.去年受到COVID-19疫情影響越南工廠停工,基期較低。
2022/926.731.05100.9243.2143.7579.160.611.客戶訂單因應市場需求有顯著增加2.去年受到COVID-19疫情影響越南工廠停工,基期較低。
2022/826.451.8563.73216.4838.8781.920.591.客戶訂單因應市場需求有顯著增加2.去年8月受到COVID-19疫情影響越南工廠停工,基期較低。
2022/725.97-11.9421.17190.0336.082.130.58-
2022/629.510.6145.27164.0538.6983.230.51-
2022/526.67-1.4931.76134.5637.3281.910.51-
2022/427.07-3.938.96107.8938.7775.260.56-
2022/328.1740.6843.5480.8238.7180.820.53-
2022/220.02-38.6329.5352.6536.2575.660.57-
2022/132.6341.840.7332.6340.7378.250.55-
2021/1223.011.7515.72233.363.664.120.741.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/1122.6122.2829.37210.2971.3554.410.871.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/1018.4938.9749.58187.6878.3247.960.981.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/913.31-17.6310.89169.1882.1550.90.741.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/816.16-24.6252.98155.8892.7257.890.651.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/721.435.56148.37139.7298.6961.970.611.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/620.30.32147.46118.2991.7460.020.541.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/520.243.88138.397.9883.1959.340.541.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/419.48-0.72120.8477.7572.7954.560.591.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/319.6226.9451.2458.2761.0758.270.51.客戶訂單因應市場需求有顯著增加。2.併購民盛公司增加冰上曲棍球鞋、摩托車車靴等產品營收。
2021/215.46-33.32161.7838.6466.5758.520.49去年2月受到COVID-19疫情影響,基期較低。
2021/123.1816.5934.0623.1834.0660.550.48-
2020/1219.8813.752.06142.6-17.0349.720.58-
2020/1117.4841.38-0.93122.72-19.4741.840.69-
2020/1012.363.03-9.28105.24-21.934.920.83-
2020/912.013.61-15.0392.88-23.3131.190.62-
2020/810.5622.37-33.2780.88-24.4127.390.7-
2020/78.635.17-33.0170.32-22.8725.330.76-
2020/68.2-3.38-39.4361.69-21.225.520.57-
2020/58.49-3.72-32.2753.49-17.3930.290.48-
2020/48.82-32.01-12.5844.99-13.8127.70.53-
2020/312.97119.73-7.8936.17-14.1136.170.5-
2020/25.9-65.85-38.6223.2-17.2342.680.43-
2020/117.29-11.23-6.0517.29-6.050.0N/A-
2019/1219.4810.4131.3171.889.010.0N/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)1320.7617.39-51.115.71-47.95243.81-27.6923.17-9.3212.47-27.0310.43-31.2530.41-47.2133.09-48.7524.04-49.93
2022 (9)1310.035.5697.6730.1877.95337.1645.2325.558.4517.0926.3115.1739.1757.6183.4764.57102.0348.01103.17
2021 (8)1310.017.99108.9416.9677.96232.1563.1423.562.8813.5317.3510.9027.9331.491.3531.96116.6823.63109.12
2020 (7)1310.08.61-48.049.53-38.36142.3-17.2722.90-10.5511.53-28.838.52-35.3116.41-41.114.75-48.4111.3-48.07
2019 (6)13110.0816.57-1.4315.4616.59172.017.4525.604.1116.204.9913.170.327.8612.7928.597.021.768.47
2018 (5)1190.8516.8144.2913.2610.5160.0810.7924.593.7615.434.8913.1327.4824.716.1826.7242.3520.0645.05
2017 (4)1180.011.65-10.5912.0022.95144.496.8223.705.0114.7110.3510.30-11.9721.2617.8518.77-9.0213.83-12.85
2016 (3)118-45.6213.0367.059.761.67135.27-20.4422.5711.413.3315.8111.7016.0718.04-7.8720.63-12.9215.87-7.63
2015 (2)217-0.467.8009.60-10.03170.023.0520.263.7911.511.7710.0812.6319.584.9323.6925.3417.1816.47
2014 (1)21800.00010.670164.99019.52011.3108.95018.66018.9014.750

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