. 愛玩股

   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)52-5.456.126.28315.892315.385.25146.48395.2814.3074.82-21.0411.439.27101.9453.2058.936.0329.90130.35226.4228.70258.751187.03.42151.47557.693.28290.482423.0834.67234.331988.5528.70258.751187.016.75141.8087.01
24Q3 (19)5510.012.241.51-32.29-77.162.1327.54-61.138.1820.12-54.210.4624.23-5.1733.48-9.12-35.0512.98-4.49-61.998.00-40.07-72.581.3619.3-63.930.84-25.0-73.9110.37-37.23-72.338.00-40.07-72.584.90-41.75-12.23
24Q2 (18)502.042.042.23-51.2-27.121.67-52.01-12.116.8149.02-39.478.42-14.4318.9336.84-23.63-11.713.59-48.54-31.9513.35-41.14-36.521.14-56.15-19.151.12-49.78-24.8316.52-46.15-38.9313.35-41.14-36.5229.71803.2588.15
24Q1 (17)490.02.084.571657.69-44.343.48228.3-55.954.57-74.77-44.349.8473.85-33.8348.2423.340.4226.41188.32-25.9422.68917.04-14.962.6400.0-50.942.231615.38-43.8330.681748.19-11.6922.68917.04-14.9612.58780.8173.82
23Q4 (16)490.06.520.26-96.07-96.671.06-80.66-82.8818.111.457.895.66-48.69-75.7239.11-24.136.139.16-73.18-49.142.23-92.36-85.40.52-86.21-87.620.13-95.96-96.351.66-95.57-91.472.23-92.36-85.43.559.9753.88
23Q3 (15)490.006.61116.0105.48188.42017.8658.76011.0355.79051.5523.56034.1571.01029.1838.7503.77167.3803.22116.11037.4838.56029.1838.7501.7026.6456.23
23Q2 (14)492.088.893.06-62.73-17.961.90-75.95-27.7611.2537.03201.617.08-52.39-64.6441.72-13.1632.4419.97-44.0100.121.03-21.15151.861.41-73.4-29.51.49-62.47-10.7827.05-22.14135.2221.03-21.15151.86-44.30-28.73-24.16
23Q1 (13)484.3508.215.2607.9027.6308.21-28.42014.87-36.21048.0430.37035.6698.0026.6774.6605.326.1903.9711.52034.7478.52026.6774.660-18.112.6313.81
22Q4 (12)46007.80006.190011.470140.9723.310036.850018.010015.27004.2003.560019.460015.2700-50.00-50.00-50.00
22Q3 (11)0-100.000.00-100.000.00-100.000.00-100.000-100.000.00-100.000.00-100.000.00-100.000-100.000-100.000.00-100.000.00-100.00-50.00-50.00-50.00
22Q2 (10)45003.73002.63003.730020.020031.50009.98008.35002.0001.670011.50008.35000.000.000.00
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)
2025/32.8384.64-45.087.84-20.367.84N/A-
2025/21.53-56.01-30.435.016.7311.6N/A-
2025/13.48-47.1939.523.4839.5212.18N/A-
2024/126.59212.07173.1240.143.8811.430.33營收成長主係受到原定10月及11月出貨，而客戶延遲至12月拉貨所致。
2024/112.11-22.5642.4633.55-7.388.580.44-
2024/102.73-27.154.331.44-9.519.410.4營收波動因各別客戶展店或汰舊換新時程影響，故使本期較去年同期增加。
2024/93.7427.0173.528.71-12.9310.460.25營收波動受限於各別客戶展店或汰舊換新時程影響，使同期間較難比較外，部分營收受惠於客戶急單挹注，墊高9月營收表現所致。
2024/82.95-21.82-49.6724.97-18.989.340.28-
2024/73.7743.3524.9322.02-11.780.0N/A-
2024/62.63-9.2526.4418.26-16.830.0N/A-
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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)526.1214.20-20.3612.56-23.0940.143.8843.42-6.7621.22-25.4718.61-18.278.52-22.559.46-16.367.47-15.11
2023 (9)496.5217.8357.7916.3384.9438.64-10.8246.5735.4628.4799.0922.7788.6511.077.4211.3165.358.868.26
2022 (8)4612.211.30137.398.83126.4143.3322.6434.3863.0214.30117.9912.07121.066.2167.246.84208.115.23170.98
2021 (7)4113.894.76303.393.901344.4435.3345.9321.0911.186.56346.265.46213.792.32544.442.22246.881.93359.52
2020 (6)3601.1800.27024.21018.9701.4701.7400.3600.6400.420

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