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)510.00.0-0.25-144.6474.49-0.14-140.089.311.76-12.441253.855.27-25.8845.9811.02-17.51341.14-1.62-143.3292.16-2.45-161.2582.23-0.09-133.3388.0-0.13-146.4374.0-2.72-152.7182.82-2.45-161.2582.23-22.99-103.01-93.88
24Q2 (19)510.00.00.56-61.385500.00.35-47.76206.062.0138.6281.087.11-20.1167.2913.36-3.758.443.74-34.73231.694.00-51.755614.290.27-47.06325.00.28-62.1605.16-49.76360.714.00-51.755614.29-12.62105.62104.03
24Q1 (18)510.00.01.45272.6230.630.67255.81-41.231.45304.2330.638.9-5.121.9513.88325.77-11.935.73257.85-30.558.29281.028.730.51250.0-29.170.74272.0932.1410.27275.2627.748.29281.028.7377.36143.46161.50
23Q4 (17)510.00.0-0.8414.29-176.36-0.4367.18-135.25-0.71-646.15-112.619.38159.83-17.943.26171.33-74.57-3.6382.44-154.26-4.5866.79-193.85-0.3454.67-144.74-0.4314.0-176.79-5.8662.98-195.6-4.5866.79-193.8572.39-4942.85-114.90
23Q3 (16)510.00.0-0.98-9900.0-220.99-1.31-296.97-1191.670.13-88.29-97.133.61-15.06-30.84-4.57-137.09-133.31-20.67-627.82-777.7-13.79-19800.0-274.12-0.75-525.0-568.75-0.50-221.95-15.83-1513.39-261.04-13.79-19800.0-274.12-33.19-4999.55-212.96
23Q2 (15)510.00.00.01-99.1-99.41-0.33-128.95-130.561.110.0-70.164.25-51.32-51.2612.32-21.83-26.88-2.84-134.42-134.760.07-98.91-99.29-0.12-116.67-116.90-100.0-100.01.12-86.07-90.470.07-98.91-99.29-37.47-49.09-67.75
23Q1 (14)510.00.01.110.91-45.051.14-6.56-19.151.11-80.28-45.058.73-23.621.7515.7622.93-12.838.2523.32-26.146.4431.97-46.240.72-5.26-25.00.560.0-45.638.0431.16-45.66.4431.97-46.2447.6718.35455.06
22Q4 (13)510.00.01.1035.8-35.291.22916.67-27.815.6324.2819.7911.43118.9716.1612.82-6.56-28.36.69119.34-39.44.88-38.38-44.360.76375.0-30.280.5636.59-34.886.13-37.64-44.424.88-38.38-44.3639.41-8.14413.89
22Q3 (12)510.00.00.81-52.07-10.00.12-88.89-85.374.5321.7751.05.22-40.14-25.2113.72-18.58-10.443.05-62.67-55.417.92-19.8420.730.16-77.46-66.670.41-52.33-10.879.83-16.3433.747.92-19.8420.73-19.25-34.20-56.14
22Q2 (11)510.00.01.69-16.3494.251.08-23.4-14.963.7284.1677.148.721.6326.1916.85-6.8-13.148.17-26.86-29.939.88-17.5353.890.71-26.04-12.350.86-16.595.4511.75-20.536.319.88-17.5353.89-5.591.24-19.98
22Q1 (10)510.00.02.0218.8264.231.41-16.5713.712.02-57.0264.238.58-12.819.6718.081.12-4.1911.171.184.7811.9836.637.070.96-11.9326.321.0319.7763.4914.7834.038.1311.9836.637.0714.0853.8644.77
21Q4 (9)510.00.01.7088.8971.721.69106.165.694.7056.6788.09.8440.9716.5917.8816.7119.9211.0461.458.858.7733.6946.91.09127.0884.750.8686.9672.011.0350.0762.928.7733.6946.920.9946.1735.33
21Q3 (8)510.00.00.903.4580.00.82-35.4374.473.0042.8698.686.981.0178.5215.32-21.03-25.36.84-41.34-1.166.562.180.920.48-40.7477.780.464.5584.07.35-14.732.656.562.180.92-1.31-12.91-16.50
21Q2 (7)510.02.00.87-29.27383.331.272.42605.562.1070.73107.926.91-3.6378.0919.402.8122.7111.669.38157.966.42-26.54175.540.816.58350.00.44-30.16388.898.62-19.4493.716.42-26.54175.54-9.34-2.5212.00
21Q1 (6)510.00.01.2324.2448.191.2421.57103.281.23-50.848.197.17-15.0517.1618.8726.5622.0610.6653.3847.038.7446.426.120.7628.8172.730.6326.050.010.7058.0517.588.7446.426.1250.4161.1269.30
20Q4 (5)510.00.00.9998.026.921.02117.0230.772.5065.56-24.248.44115.861.9314.91-27.32.546.950.43-3.345.97-8.1525.420.59118.52-1.670.5100.028.216.77-5.45-3.75.97-8.1525.42--0.00
20Q3 (4)512.00.00.50177.780.00.47161.110.01.5149.50.03.910.770.020.5129.730.06.9253.10.06.50178.970.00.2750.00.00.25177.780.07.1660.90.06.50178.970.0--0.00
20Q2 (3)50-1.960.00.18-78.310.00.18-70.490.01.0121.690.03.88-36.60.015.812.260.04.52-37.660.02.33-66.380.00.18-59.090.00.09-78.570.04.45-51.10.02.33-66.380.0--0.00
20Q1 (2)510.00.00.836.410.00.61-21.790.00.83-74.850.06.12-26.090.015.466.330.07.250.830.06.9345.590.00.44-26.670.00.427.690.09.1029.450.06.9345.590.0--0.00
19Q4 (1)510.00.00.780.00.00.780.00.03.300.00.08.280.00.014.540.00.07.190.00.04.760.00.00.60.00.00.390.00.07.030.00.04.760.00.0--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)
2024/113.8324.382.6228.226.518.41N/A-
2024/103.08106.0956.3924.3631.326.46N/A今年因應新產品鋪貨及市場需求,故出貨量較往年增加。
2024/91.5-20.569.5321.2828.345.251.26-
2024/81.880.4480.9119.7930.025.441.21今年因應新產品鋪貨及市場需求,故出貨量較往年增加。
2024/71.8711.0256.2717.9126.296.41.03今年因應新產品鋪貨及市場需求,故出貨量較往年增加。
2024/61.69-40.5352.7416.0323.527.120.58今年因應新產品鋪貨及市場需求,故出貨量較往年增加
2024/52.849.4184.1414.3420.88.810.47今年因應新產品鋪貨及市場需求,故出貨量較往年增加
2024/42.59-23.1262.1311.5111.358.290.5四月營收增加原因: 今年因應新產品鋪貨及市場需求,故出貨量較往年增加。
2024/33.3745.1323.448.912.058.910.48-
2024/22.33-27.62-14.835.54-7.699.220.47-
2024/13.21-12.66-1.723.21-1.7210.630.41-
2023/123.68-1.49-18.9125.97-23.539.380.57-
2023/113.7389.56-9.6822.29-24.247.070.76-
2023/101.9744.34-28.8118.55-26.624.381.23-
2023/91.3631.19-35.1716.58-26.353.61.88-
2023/81.04-13.23-24.7215.22-25.443.342.02-
2023/71.28.51-30.6814.18-25.493.851.76-
2023/61.11-28.31-56.9412.98-24.974.251.26高爾夫市場在第2、3季為傳統淡季,110、111年因疫情關係淡季不淡。 今年六月份恢復以往淡季狀況,因而營收比111年同期減少。
2023/51.54-3.65-36.9311.87-19.45.880.91-
2023/41.6-41.47-56.8910.33-15.927.060.75高爾夫市場在第2、3季為傳統淡季,110、111年因疫情關係淡季不淡。 今年四月份恢復以往淡季狀況,因而營收比111年同期減少。
2023/32.730.13-7.298.731.798.730.62-
2023/22.73-16.49-3.496.06.5610.540.52-
2023/13.27-27.9416.713.2716.7111.940.46-
2022/124.549.7239.4933.969.9311.440.64-
2022/114.1349.420.5629.426.459.010.82-
2022/102.7731.45-12.1825.294.456.261.18-
2022/92.1152.33-24.0422.526.945.221.59-
2022/81.38-20.1-19.4120.4111.645.681.46-
2022/71.73-32.59-30.4919.0314.856.741.23-
2022/62.574.9940.617.322.878.720.58-
2022/52.44-34.14-4.1914.7320.239.10.56-
2022/43.7125.8646.3712.2926.659.490.54-
2022/32.954.235.388.5819.688.580.63-
2022/22.830.9956.125.6328.848.880.61因應客戶新產品鋪貨及市場需求,今年出貨量較往年增加。
2022/12.8-13.879.512.89.519.480.57-
2021/123.25-5.16-15.5630.8938.39.830.51-
2021/113.438.8232.227.6449.539.350.54-
2021/103.1513.6958.6324.2152.367.640.66因應客戶新產品鋪貨及市場需求,今年出貨量較往年增加。
2021/92.7761.6288.3421.0651.466.980.85因應客戶新產品鋪貨及市場需求,今年出貨量較往年增加。
2021/81.72-31.0818.418.2847.096.030.99-
2021/72.4936.35151.6516.5750.886.870.871.去年7月受到新冠疫情影響,基期較低。2.今年因應客戶產品鋪貨及市場需求,故出貨量較往年增加。
2021/61.83-28.4543.0214.0840.96.910.71-
2021/52.550.6180.2112.2540.597.880.621.去年5月受到新冠疫情影響,基期較低。2.今年因應產品鋪貨及市場需求,故出貨量較往年增加。
2021/42.54-9.37115.999.732.917.150.691.去年4月受到新冠疫情影響,基期較低。2.今年因應產品鋪貨及市場需求,故出貨量較往年增加。
2021/32.854.419.267.1716.997.170.67-
2021/21.81-29.1523.144.3722.548.220.58-
2021/12.56-33.5922.122.5622.129.00.53-
2020/123.8548.4752.2622.33-7.538.430.57新品上市,客戶拉貨力道強勁
2020/112.5930.57-26.5918.48-14.526.050.79-
2020/101.9934.99-10.3315.89-12.174.910.98-
2020/91.471.617.4713.9-12.423.911.5-
2020/81.4546.4548.4712.43-14.993.711.58-
2020/70.99-22.5-0.3810.98-19.523.681.6-
2020/61.28-9.85-13.479.99-21.023.870.91-
2020/51.4220.58-15.378.72-22.025.150.69-
2020/41.17-54.15-42.097.3-23.195.210.68-
2020/32.5674.03-3.356.13-18.076.130.66-
2020/21.47-29.73-4.563.57-26.146.10.66-
2020/12.09-17.21-36.272.09-36.270.0N/A-
2019/122.53-28.41-27.4724.1529.070.0N/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)510.0-0.710-0.94025.97-23.517.86-48.69-1.880-1.400-0.490-0.370-0.360
2022 (9)510.05.5719.273.82-23.933.959.9115.32-14.277.64-24.658.438.912.59-17.253.5118.582.8619.67
2021 (8)510.04.6787.555.02119.2130.8938.2717.8710.3110.1453.647.7436.033.13111.492.9687.342.3988.19
2020 (7)510.02.49-24.092.29-20.4922.34-7.5316.20-6.26.60-16.985.69-18.011.48-22.921.58-25.821.27-24.4
2019 (6)510.03.28105.02.88166.6724.1629.0617.2710.287.9546.146.9459.541.9288.242.1367.721.68107.41
2018 (5)510.01.60-10.111.08-50.4618.72-3.715.66-2.255.44-20.124.35-6.651.02-22.731.2713.390.81-10.99
2017 (4)510.01.785.952.1848.319.44-1.5716.0212.96.8132.234.667.621.3229.411.12-0.880.915.81
2016 (3)510.01.68-57.791.47-64.8319.75-2.7114.19-27.975.15-52.454.33-56.871.02-53.641.13-46.190.86-57.84
2015 (2)510.03.98-5.914.180.9720.3-6.3719.70-0.1510.835.5610.040.72.2-0.92.1-7.492.04-5.56
2014 (1)51-20.314.231914.294.14021.684.9419.73010.2609.9702.22534.292.27298.252.161561.54

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