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)66-1.49-1.490.825.1341.380.7929.5179.552.1760.7424.712.956.8821.448.358.710.9222.8223.6959.0218.41-2.3315.710.6731.3791.430.543.8538.4623.402.3625.3318.41-2.3315.719.9920.9949.48
24Q2 (19)670.00.00.7836.8469.570.6169.44134.621.35136.8416.382.7613.1117.4544.483.4210.7818.4542.9173.8918.8521.1443.350.5164.52104.00.5236.8467.7422.8621.4738.6318.8521.1443.356.35187.6551.38
24Q1 (18)670.00.00.57338.46-18.570.3633.33-48.570.57-69.68-18.572.44-0.41-9.9643.017.04-10.1912.9145.06-38.6115.56334.64-9.530.3140.91-45.610.38322.22-19.1518.82257.12-11.9315.56334.64-9.530.20130.44-2.66
23Q4 (17)670.00.00.13-77.59-60.610.27-38.64-42.551.888.05-57.562.450.82-22.7140.18-7.82-17.228.90-37.98-55.193.58-77.5-47.970.22-37.14-65.080.09-76.92-59.095.27-71.77-69.03.58-77.5-47.972.11-25.7515.30
23Q3 (16)670.00.00.5826.09-52.070.4469.23-45.01.7450.0-57.562.433.4-38.7943.598.57-16.7214.3535.25-51.3115.9120.99-21.860.3540.0-70.090.3925.81-51.8518.6713.22-48.9615.9120.99-21.86-4.94-4.103.19
23Q2 (15)670.00.00.46-34.29-67.610.26-62.86-77.971.1665.71-59.862.35-13.28-37.1740.15-16.16-18.7110.61-49.55-61.1913.15-23.55-47.860.25-56.14-75.490.31-34.04-67.0216.49-22.84-48.0313.15-23.55-47.86-13.8938.92-6.96
23Q1 (14)670.00.00.70112.12-52.380.7048.94-41.670.70-84.2-52.382.71-14.51-26.5647.89-1.34-4.2221.035.89-23.2517.20150.0-35.090.57-9.52-43.560.47113.64-52.0421.3725.71-34.2717.20150.0-35.09-17.3319.703.84
22Q4 (13)670.00.00.33-72.73-69.440.47-41.25-56.884.438.05-27.383.17-20.15-18.348.54-7.26-2.1219.86-32.61-21.96.88-66.21-62.830.63-46.15-36.360.22-72.84-69.4417.00-53.53-32.996.88-66.21-62.83-7.00-43.76-36.73
22Q3 (12)670.00.01.21-14.798.040.80-32.2-47.374.1041.87-18.493.976.15-1.9852.345.971.4929.477.79-4.7820.36-19.2710.471.1714.71-6.40.81-13.838.036.5815.2947.5620.36-19.2710.473.76-9.09-16.94
22Q2 (11)670.00.01.42-3.4-43.21.18-1.6743.92.8996.6-26.093.741.36-3.3649.39-1.22-2.7627.34-0.222.0925.22-4.83-41.321.020.99-1.920.94-4.08-43.7131.73-2.4-43.325.22-4.83-41.32-1.7716.364.21
22Q1 (10)670.00.01.4736.114.261.2010.09-14.891.47-75.94.263.69-4.9-4.450.000.83-3.2327.407.75-5.2626.5043.179.141.012.02-9.010.9836.114.2632.5128.1411.1826.5043.179.14-4.5516.27-9.10
21Q4 (9)670.00.01.08-3.57-42.861.09-28.29-32.726.1021.27-51.243.88-4.2-7.6249.59-3.84-8.5725.43-17.84-17.1418.510.43-38.320.99-20.8-23.260.72-4.0-42.8625.372.34-28.0718.510.43-38.320.23-29.3928.54
21Q3 (8)670.00.01.12-55.2-87.831.5285.37183.525.0328.64-52.594.054.65-2.4151.571.54-6.230.9515.57231.3718.43-57.12-87.51.2520.19220.510.75-55.09-87.7524.79-55.7-86.6418.43-57.12-87.52.4611.0521.77
21Q2 (7)670.00.02.5077.3380.770.82-41.84134.293.91177.3175.353.870.2651.1750.79-1.713.8826.78-7.467.6942.9877.02220.031.04-6.31153.661.6777.66391.1855.9691.38178.5542.9877.02220.03-3.9225.95-27.40
21Q1 (6)670.00.01.41-25.456.671.41-12.9654.951.41-88.7356.673.86-8.135.9251.67-4.740.028.92-5.779.324.28-19.0915.131.11-13.9548.00.94-25.456.6729.24-17.111.1824.28-19.0915.13-3.45-52.4388.02
20Q4 (5)670.00.01.89-79.4694.851.62189.0150.012.5117.91265.794.21.221.7454.24-1.3512.3430.69228.5919.0930.01-79.6460.911.29230.7744.941.26-79.4196.8835.27-80.9948.0130.01-79.6460.91--0.00
20Q3 (4)670.00.09.201669.230.0-1.82-620.00.010.61647.180.04.1562.110.054.9823.270.09.34-41.520.0147.41997.620.00.39-4.880.06.121700.00.0185.49823.30.0147.41997.620.0--0.00
20Q2 (3)670.00.00.52-42.220.00.35-61.540.01.4257.780.02.56-9.860.044.60-13.680.015.97-39.640.013.43-36.320.00.41-45.330.00.34-43.330.020.09-23.610.013.43-36.320.0--0.00
20Q1 (2)670.00.00.90-7.220.00.91-15.740.00.90-73.680.02.84-17.680.051.677.020.026.462.680.021.0913.080.00.75-15.730.00.6-6.250.026.3010.370.021.0913.080.0--0.00
19Q4 (1)670.00.00.970.00.01.080.00.03.420.00.03.450.00.048.280.00.025.770.00.018.650.00.00.890.00.00.640.00.023.830.00.018.650.00.0--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)
2024/101.042.541.339.1911.683.08N/A-
2024/91.02-0.6419.778.148.762.950.44-
2024/81.0211.919.237.137.362.820.46-
2024/70.913.526.576.115.62.760.47-
2024/60.88-8.616.935.192.612.760.43-
2024/50.976.2621.114.310.12.790.43-
2024/40.91-0.9213.523.34-4.662.430.49-
2024/30.9252.67-12.822.44-10.042.440.5-
2024/20.6-34.59-32.831.52-8.282.320.53-
2024/10.9215.1620.530.9220.532.630.47-
2023/120.8-12.77-9.339.94-31.742.450.5-
2023/110.9124.13-20.379.14-33.182.50.49-
2023/100.74-13.12-35.418.22-34.352.440.5-
2023/90.85-1.09-41.087.49-34.242.430.53-
2023/80.8618.79-35.736.64-33.262.330.55-
2023/70.72-4.37-39.95.78-32.872.270.56-
2023/60.75-5.34-35.165.06-31.732.350.54-
2023/50.8-0.38-36.794.31-31.092.650.48-
2023/40.8-23.92-38.543.51-29.652.750.47-
2023/31.0517.63-28.852.71-26.512.710.5-
2023/20.8917.362.561.66-24.952.540.54-
2023/10.76-13.36-42.920.76-42.922.790.49-
2022/120.88-23.39-28.5614.56-6.973.170.46-
2022/111.150.68-17.1813.68-5.133.730.39-
2022/101.14-20.75-9.4412.53-3.843.910.37-
2022/91.447.894.7211.39-3.253.970.38-
2022/81.3311.062.39.95-4.33.70.41-
2022/71.23.16-12.228.61-5.253.630.42-
2022/61.16-7.72-8.917.41-4.013.730.42-
2022/51.26-3.14-4.16.25-3.044.040.39-
2022/41.3-11.922.254.99-2.773.650.43-
2022/31.4869.62.543.69-4.433.690.4-
2022/20.87-34.68-5.162.21-8.613.440.43-
2022/11.348.42-10.771.34-10.773.950.37-
2021/121.23-11.18-11.1215.6513.583.880.35-
2021/111.3910.08-7.4314.4216.344.020.33-
2021/101.26-8.35-5.4913.0319.613.940.34-
2021/91.375.39-6.5311.7723.114.050.36-
2021/81.3-4.69-4.8310.428.53.950.36-
2021/71.377.053.749.0935.33.960.36-
2021/61.28-2.8520.667.7243.013.870.31-
2021/51.323.2861.066.4548.464.030.3(一)延續2020年下半年起自行車與運動市場需求激增現象。(二)越南廠建廠後營收逐步顯現。
2021/41.27-11.6886.045.1345.543.640.33(一)延續2020年下半年起自行車與運動市場需求激增現象。(二)越南廠建廠後營收逐步顯現。
2021/31.4456.8427.953.8635.783.860.24-
2021/20.92-38.5416.142.4240.933.80.24-
2021/11.57.9962.311.562.314.380.21(一)2021年1月工作天數大於2020年1月(農曆年假)。(二)延續2020年下半年起自行車與運動市場需求激增現象。
2020/121.39-7.4932.0213.7812.844.220.23-
2020/111.512.3931.7312.3911.034.30.23-
2020/101.33-9.3717.4810.898.694.170.24-
2020/91.477.3128.99.567.564.160.23-
2020/81.373.924.588.094.423.750.26-
2020/71.3224.5127.126.721.093.190.3-
2020/61.0629.6725.275.4-3.722.560.33-
2020/50.8219.29-25.494.34-8.862.630.32-
2020/40.68-39.25-18.173.53-3.92.60.32-
2020/31.1342.36-0.772.840.312.840.28-
2020/20.79-14.1137.671.711.042.760.29-
2020/10.92-12.16-17.740.92-17.743.110.25-
2019/121.05-7.692.012.217.270.0N/A-
2019/111.140.24-3.7811.167.790.0N/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)670.01.87-57.791.65-54.799.94-31.8243.11-14.0613.94-47.0212.57-37.861.39-63.81.55-64.611.25-57.63
2022 (9)670.04.43-27.383.65-23.9614.58-6.8450.16-1.4726.31-6.220.23-22.13.84-12.534.38-17.052.95-27.34
2021 (8)670.06.10-51.164.80340.3715.6513.7450.91-2.3628.0535.9725.97-57.14.3954.585.28-49.474.06-51.26
2020 (7)670.012.49265.21.09-68.4113.7611.4252.149.1320.63-12.1460.53227.92.84-2.0710.45260.348.33265.35
2019 (6)670.03.422.093.458.8312.358.4347.781.4723.48-1.9618.46-5.912.96.232.91.052.282.24
2018 (5)671.523.35-0.893.17-6.2111.39-0.8747.091.2523.95-2.7619.621.452.73-3.532.871.772.230.45
2017 (4)668.23.3817.363.3825.1911.496.046.5110.424.6321.8119.3419.382.8329.222.8229.952.2226.14
2016 (3)610.02.88-29.582.70-25.4110.84-14.5842.13-4.7920.22-12.5416.20-17.682.19-25.262.17-28.851.76-29.6
2015 (2)610.04.0903.626.1612.690.6344.25-4.823.123.0319.68-1.162.933.533.05-1.292.5-0.4
2014 (1)6119.610.0003.41-21.0612.61-0.3246.48022.44019.9102.83-18.213.09-15.112.51-17.16

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