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(%)
24Q1 (20)512.02.01.72-11.34168.751.78-1.11128.211.72-77.63168.755.194.8525.0640.35-4.3418.2220.99-7.8298.9616.97-13.2125.971.09-3.54147.730.88-10.2183.8720.49-14.84142.4916.97-13.2125.97-6.93-18.07-17.95
23Q4 (19)50-1.960.01.94-24.813133.331.80-34.78119.517.6932.82-6.334.95-18.7226.642.183.3330.7122.77-14.72176.3319.55-8.732817.911.13-30.67253.120.98-25.193166.6724.06-4.031576.0719.55-8.732817.915.57-12.0125.23
23Q3 (18)512.02.02.580.78-27.932.7685.2327.785.7981.5-28.966.0929.856.8440.826.641.3926.7032.774.7121.42-20.49-30.991.6373.412.411.313.15-25.9925.07-18.92-32.7921.42-20.49-30.9921.43150.3988.13
23Q2 (17)500.00.02.56300.0-32.11.4991.03-39.183.19398.44-30.24.6913.01-25.9138.2812.16-0.3920.1190.62-22.0226.94258.72-8.550.94113.64-42.331.27309.68-32.0930.92265.92-13.1726.94258.72-8.559.57633.3443.08
23Q1 (16)500.00.00.64966.67-20.00.78-4.882.630.64-92.2-20.04.156.1414.9634.135.76-10.4210.5528.03-26.997.511020.9-31.160.4437.5-15.380.31933.33-22.58.45618.4-43.147.511020.9-31.16-12.63434.17-33.46
22Q4 (15)500.00.00.06-98.32140.00.82-62.04720.08.210.74314.653.91-31.417.0732.27-19.850.378.24-67.6951.750.67-97.84128.390.32-77.9377.780.03-98.31137.5-1.63-104.37-217.270.67-97.84128.39-20.67-51.68-36.94
22Q3 (14)500.00.03.58-5.04101.122.16-11.8439.358.1578.34282.635.7-9.9519.040.264.766.2325.50-1.1225.0631.045.3668.791.45-11.0447.961.77-5.35101.1437.304.7566.8231.045.3668.7932.70183.10105.27
22Q2 (13)500.00.03.77371.259325.02.45222.37744.834.57471.251205.716.3375.35120.5638.430.8715.3425.7978.48372.3429.46170.034363.641.63213.46918.751.87367.59250.035.61139.643166.9729.46170.034363.6441.71502.29441.19
22Q1 (12)500.00.00.80633.33158.060.76660.03700.00.80-59.6158.063.618.0816.0838.1018.5144.8114.45166.111056.010.91562.29119.960.52188.891200.00.4600.0166.6714.86969.06158.8910.91562.29119.96-11.09262.45283.23
21Q4 (11)500.00.0-0.15-108.4378.260.10-93.55137.041.98-7.04312.53.34-30.2781.5232.15-15.1736.235.43-73.37150.23-2.36-112.8387.260.18-81.63190.0-0.08-109.0976.471.39-93.78106.41-2.36-112.8387.2618.322120.78170.47
21Q3 (10)500.00.01.784350.01383.331.55434.48192.452.13508.5782.054.7966.965.1737.9013.753.1920.39273.44115.7718.392686.36797.070.98512.5262.960.884300.01366.6722.361951.38959.7218.392686.36797.0729.592131.45892.24
21Q2 (9)500.00.00.04-87.1-94.290.291350.0-49.120.3512.9-66.672.87-7.72-15.0933.3226.64-0.155.46336.8-47.650.66-86.69-93.570.16300.0-54.290.02-86.67-94.291.09-81.01-90.980.66-86.69-93.5730.6528.92728.71
21Q1 (8)500.00.00.31144.93-11.430.02107.41110.00.31-35.42-11.433.1169.0238.8426.3111.48-2.051.25111.56117.994.96126.77-35.50.04120.0125.00.15144.12-11.765.74126.4612.114.96126.77-35.516.23-265.03-21.77
20Q4 (7)500.00.0-0.69-675.0-376.0-0.27-150.94-1250.00.48-58.97-82.021.84-36.55-36.1123.60-35.75-24.6-10.81-214.39-2802.5-18.53-1003.9-539.1-0.2-174.07-2100.0-0.34-666.67-383.33-21.69-1127.96-551.88-18.53-1003.9-539.1-25.38-378.93-78.98
20Q3 (6)500.00.00.12-82.86-92.680.53-7.02-33.751.1711.43-51.652.9-14.2-24.4836.7310.078.419.45-9.4-21.382.05-80.04-90.310.27-22.86-41.30.06-82.86-92.592.11-82.55-90.612.05-80.04-90.3118.348.57188.99
20Q2 (5)500.00.00.70100.0-41.670.57385.0-32.141.05200.034.623.3850.89-28.2433.3724.2415.2310.43250.07-6.5410.2733.55-18.360.35318.75-33.960.35105.88-40.6812.09136.13-17.5310.2733.55-18.36--0.00
20Q1 (4)500.00.00.3540.00.0-0.20-900.00.00.35-86.890.02.24-22.220.026.86-14.190.0-6.95-1837.50.07.6982.230.0-0.16-1700.00.00.1741.670.05.126.670.07.6982.230.0--0.00
19Q4 (3)500.00.00.25-84.760.0-0.02-102.50.02.6710.330.02.88-25.00.031.30-7.620.00.40-96.670.04.22-80.060.00.01-97.830.00.12-85.190.04.80-78.650.04.22-80.060.0--0.00
19Q3 (2)500.00.01.6436.670.00.80-4.760.02.42210.260.03.84-18.470.033.8816.990.012.027.710.021.1668.20.00.46-13.210.00.8137.290.022.4853.340.021.1668.20.0--0.00
19Q2 (1)500.00.01.200.00.00.840.00.00.780.00.04.710.00.028.960.00.011.160.00.012.580.00.00.530.00.00.590.00.014.660.00.012.580.00.0--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)
2024/62.8545.0430.1211.9134.816.73N/A-
2024/51.973.0623.379.0636.355.81N/A-
2024/41.91-1.22111.057.0940.455.26N/A主係本期曲棍球桿出貨增加
2024/31.9335.5612.145.1925.065.190.63-
2024/21.42-22.2-1.483.2634.244.690.7-
2024/11.8327.6887.011.8387.015.310.61主係本期曲棍球桿出貨增加
2023/121.43-29.758.3119.881.664.950.61-
2023/112.0438.5138.9818.451.175.290.58-
2023/101.47-16.7432.2116.4-2.135.320.57-
2023/91.77-14.8827.1114.93-4.586.090.48-
2023/82.08-7.29-16.4813.16-7.686.520.45-
2023/72.242.3823.2411.08-5.816.030.49-
2023/62.1937.52-13.468.84-11.134.690.78-
2023/51.5976.29-2.596.64-10.344.220.87-
2023/40.9-47.51-58.185.05-12.534.070.9本期較去年同期減少,主係本期曲棍球桿出貨數量減少所致。
2023/31.7219.0981.784.1514.754.150.9主係本期曲棍球桿出貨增加
2023/21.4547.6865.662.43-9.053.751.0主係本期曲棍球桿出貨增加
2023/10.98-26.04-45.410.98-45.413.770.99-
2022/121.32-9.8654.919.5638.613.910.76主係本期曲棍球桿出貨增加
2022/111.4731.766.0118.2337.563.980.74-
2022/101.11-19.951.6116.7641.245.00.59-
2022/91.39-44.0714.9715.6545.285.70.47主係本期曲棍球桿出貨增加
2022/82.4936.836.1114.2649.126.840.39主係本期曲棍球桿出貨增加
2022/71.82-28.114.0511.7652.25.990.45主係本期曲棍球桿出貨增加
2022/62.5354.8142.569.9466.296.330.48主係本期曲棍球桿出貨增加
2022/51.64-24.3179.487.4150.154.740.64主係本期曲棍球桿出貨增加
2022/42.16128.15135.255.7843.513.980.77主係本期曲棍球桿出貨增加
2022/30.958.53-32.673.6116.373.611.03-
2022/20.87-51.33-23.582.6757.013.521.05主係本期曲棍球桿出貨增加
2022/11.79109.85222.611.79222.614.030.92主係本期曲棍球桿出貨增加
2021/120.85-38.3115.3114.1136.233.340.74-
2021/111.3926.29135.1813.2537.843.690.67主係本期曲棍球桿出貨增加
2021/101.1-9.42114.9611.8731.494.140.6主係本期曲棍球桿出貨增加
2021/91.21-33.7948.8410.7726.484.790.44-
2021/81.834.58145.979.5624.124.620.46主係本期曲棍球桿出貨增加
2021/71.7567.5830.297.7311.093.710.57-
2021/61.0414.54-1.975.986.52.871.0-
2021/50.91-0.79-40.94.948.493.240.88-
2021/40.92-34.7119.284.0233.833.470.82-
2021/31.4123.1934.373.1138.833.110.79-
2021/21.14105.44243.781.742.762.441.01主係本期曲棍球桿出貨增加
2021/10.56-24.98-35.140.56-35.141.891.3-
2020/120.7425.81-19.4610.36-27.971.841.4-
2020/110.5915.43-41.389.61-28.561.911.35-
2020/100.51-37.29-46.799.03-27.522.071.25-
2020/90.819.4-40.048.52-25.912.90.8-
2020/80.74-44.6-39.417.7-24.023.150.74-
2020/71.3426.076.886.96-21.93.950.59-
2020/61.07-30.94-53.195.61-26.623.380.76本期較去年同期減少,主係本期曲棍球桿出貨數量減少所致。
2020/51.54100.2560.664.55-15.383.360.77疫情趨緩,5月出貨增加。
2020/40.77-26.45-47.663.01-31.912.151.2-
2020/31.05215.2-28.022.24-24.042.241.17-
2020/20.33-61.24-45.371.19-20.152.111.24-
2020/10.86-6.85-2.750.86-2.752.780.94-
2019/120.92-8.4350.5114.38-3.232.880.86本期較去年同期增加,主係本期曲棍球桿出貨數量增加所致
2019/111.014.78-6.1713.46-5.533.320.74-
2019/100.96-29.3319.112.45-5.483.540.7-
2019/91.3610.5438.8411.49-7.083.840.57-
2019/81.23-2.26-23.2910.14-11.020.0N/A-
2019/71.26-44.79-36.218.91-9.020.0N/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)500.07.691.996.8410.6819.881.6439.163.9620.803.4819.36-6.654.135.094.52-7.03.87-4.91
2022 (9)500.07.54301.066.18212.1219.5638.6337.6713.9820.10109.5920.74200.143.93191.114.86265.414.07315.31
2021 (8)500.01.88291.671.98204.6214.1136.233.056.039.59264.646.91201.751.35400.01.33600.00.98308.33
2020 (7)500.00.48-82.020.65-50.3810.36-27.9631.176.862.63-55.122.29-75.080.27-67.860.19-87.250.24-81.82
2019 (6)500.02.672.31.3155.9514.38-3.2329.1714.985.8635.969.195.630.8431.251.49-0.671.322.33
2018 (5)500.02.61161.00.84-38.6914.86-5.0525.373.054.31-23.588.70175.320.64-27.271.5120.591.29163.27
2017 (4)500.01.00-45.651.37315.1515.653.4424.621.285.64132.13.16-48.450.88137.840.68-39.820.49-47.31
2016 (3)508.71.84-54.790.33-88.0415.13-23.3924.31-5.082.43-73.796.13-35.950.37-79.781.13-51.080.93-50.79
2015 (2)460.04.07-32.952.76-46.9219.75-14.6125.61-16.099.27-40.549.57-21.11.83-49.312.31-38.731.89-32.74
2014 (1)4648.396.079.765.2062.523.1319.0430.52015.59012.1303.6155.63.7758.42.8166.27

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