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)1091.8718.48-0.24-50.00.0-0.20-17.65-5.26-0.53-82.76-17.781.27-14.19-18.067.61-22.747.03-18.67-46.55-36.98-20.72-85.5-46.74-0.24-26.32-14.29-0.26-52.94-18.18-21.79-96.48-52.48-20.72-85.5-46.74-2.28-28.34-11.95
24Q2 (19)1077.017.58-0.16-6.67-60.0-0.17-6.25-88.89-0.29-93.33-31.821.489.630.689.85-13.29-11.82-12.74-4.51-31.07-11.17-2.38-81.63-0.19-18.75-35.71-0.17-13.33-88.89-11.09-4.43-24.47-11.17-2.38-81.636.3421.666.88
24Q1 (18)1006.3817.65-0.1550.0-15.38-0.1620.0-128.57-0.1580.0-15.381.353.05-16.6711.36-6.58-24.11-12.1914.87-146.76-10.9148.83-59.27-0.1615.79-100.0-0.1546.43-36.36-10.6243.33-63.38-10.9148.83-59.27-6.2112.507.37
23Q4 (17)942.1711.9-0.30-25.0-650.0-0.20-5.26-2100.0-0.75-66.67-334.381.31-15.48-30.6912.1671.03-40.28-14.32-5.06-3146.81-21.32-50.99-1097.75-0.199.52-2000.0-0.28-27.27-833.33-18.74-31.14-912.97-21.32-50.99-1097.75-5.02-82.50-58.19
23Q3 (16)921.19.52-0.24-140.0-500.0-0.19-111.11-2000.0-0.45-104.55-225.01.555.44-31.427.11-36.35-60.28-13.63-40.23-1264.96-14.12-129.59-695.78-0.21-50.0-800.0-0.22-144.44-540.0-14.29-60.38-592.76-14.12-129.59-695.78-1.91-58.46-69.84
23Q2 (15)917.068.33-0.1023.08-135.71-0.09-28.57-152.94-0.22-69.23-173.331.47-9.26-50.5111.17-25.38-39.78-9.72-96.76-326.57-6.1510.22-177.65-0.14-75.0-207.69-0.0918.18-137.5-8.91-37.08-242.33-6.1510.22-177.65-11.77-100.96-414.29
23Q1 (14)851.191.19-0.13-225.0-750.0-0.07-800.0-450.0-0.13-140.62-750.01.62-14.29-30.7714.97-26.47-8.55-4.94-1151.06-609.28-6.85-284.83-978.21-0.08-900.0-500.0-0.11-266.67-650.0-6.50-251.35-770.1-6.85-284.83-978.21-15.33-195.83-400.00
22Q4 (13)840.00.0-0.04-166.6763.640.010.0109.090.32-11.11-38.461.89-16.37-32.0120.3613.7479.70.47-59.83109.61-1.78-175.1141.830.01-66.67106.67-0.03-160.066.67-1.85-163.7952.07-1.78-175.1141.83-20.14-122.62-47.06
22Q3 (12)840.00.00.06-78.57-53.850.01-94.12-90.00.3620.0-42.862.26-23.91-34.6817.90-3.521.031.17-72.73-65.992.37-70.08-26.850.03-76.92-75.00.05-79.17-54.552.90-53.67-15.72.37-70.08-26.851.51610.72327.94
22Q2 (11)840.00.00.281300.033.330.17750.0-29.170.301400.0-38.782.9726.92-25.5618.5513.3219.834.29342.27-18.757.92915.3880.410.13550.0-38.10.241100.033.336.26545.3692.627.92915.3880.415.55709.09434.09
22Q1 (10)840.00.00.02118.18-93.10.02118.18-92.00.02-96.15-93.12.34-15.83-28.6616.3744.48-14.290.97119.84-88.380.78125.49-89.390.02113.33-92.590.02122.22-91.670.97125.13-86.910.78125.49-89.39-17.74-33.22-45.91
21Q4 (9)840.00.0-0.11-184.6245.0-0.11-210.00.00.52-17.46292.592.78-19.65-10.6111.33-23.39-31.79-4.89-242.15-17.55-3.06-194.4443.02-0.15-225.0-15.38-0.09-181.8247.06-3.86-212.2132.4-3.06-194.4443.02-16.46-111.36-134.16
21Q3 (8)840.00.00.13-38.1218.180.10-58.33600.00.6328.57887.53.46-13.2840.6514.79-4.4618.993.44-34.85605.883.24-26.2189.260.12-42.86700.00.11-38.89222.223.445.85201.783.24-26.2189.264.18-32.84-31.16
21Q2 (7)840.0-1.180.21-27.59400.00.24-4.0580.00.4968.971533.333.9921.6551.1415.48-18.9553.725.28-36.77403.454.39-40.27295.110.21-22.22520.00.18-25.0400.03.25-56.14258.544.39-40.27295.1113.56108.70161.63
21Q1 (6)840.00.00.29245.0190.00.25327.27177.780.29207.41190.03.285.4737.2419.1014.9916.118.35300.72107.27.35236.87107.040.27307.69170.00.24241.18166.677.41229.77107.567.35236.87107.0415.9581.59-61.37
20Q4 (5)840.00.0-0.20-81.82-500.0-0.11-450.0-283.33-0.27-237.5-190.03.1126.4219.6216.6133.6316.73-4.16-511.76-264.43-5.37-47.93-405.11-0.13-550.0-285.71-0.17-88.89-440.0-5.71-68.93-374.52-5.37-47.93-405.11--0.00
20Q3 (4)84-1.180.0-0.11-57.140.0-0.0260.00.0-0.08-366.670.02.46-6.820.012.4323.440.0-0.6860.920.0-3.63-61.330.0-0.0260.00.0-0.09-50.00.0-3.38-64.880.0-3.63-61.330.0--0.00
20Q2 (3)851.190.0-0.07-170.00.0-0.05-155.560.00.03-70.00.02.6410.460.010.07-38.780.0-1.74-143.180.0-2.25-163.380.0-0.05-150.00.0-0.06-166.670.0-2.05-157.420.0-2.25-163.380.0--0.00
20Q1 (2)840.00.00.10100.00.00.0950.00.00.10-66.670.02.39-8.080.016.4515.60.04.0359.290.03.55101.70.00.142.860.00.0980.00.03.5771.630.03.55101.70.0--0.00
19Q4 (1)840.00.00.050.00.00.060.00.00.300.00.02.60.00.014.230.00.02.530.00.01.760.00.00.070.00.00.050.00.02.080.00.01.760.00.0--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)
2024/100.5228.547.364.61-7.371.34N/A-
2024/90.4-5.53-19.484.1-11.511.271.92-
2024/80.43-3.75-34.133.7-10.551.281.9-
2024/70.447.959.713.27-6.191.321.84-
2024/60.41-13.03-15.392.83-8.261.481.8-
2024/50.47-22.18-8.632.42-6.941.561.71-
2024/40.623.3428.681.95-6.521.441.86-
2024/30.4943.74-30.831.35-16.741.351.93-
2024/20.34-33.92-24.010.86-5.761.311.99-
2024/10.5214.3112.010.5212.011.481.76-
2023/120.45-11.38-32.925.94-37.21.312.01-
2023/110.5145.47-19.125.49-37.531.41.88-
2023/100.35-29.78-40.654.98-38.951.51.76-
2023/90.54-10.85-26.325.7-33.541.811.52-
2023/80.61-7.23-35.495.16-34.221.881.46-
2023/70.666.65-27.884.55-34.051.941.42-
2023/60.61-7.94-39.963.89-34.991.941.6-
2023/50.672.22-40.563.28-33.962.061.51-
2023/40.65-11.34-44.522.61-32.031.971.57-
2023/30.7427.49-19.421.96-26.511.961.62-
2023/20.58-9.99-29.961.22-30.222.01.59-
2023/10.64-17.1-30.450.64-30.452.151.48-
2022/120.775.96-22.7410.8-21.712.221.25-
2022/110.732.84-29.610.02-21.632.181.27-
2022/100.71-3.42-30.179.29-20.932.391.16-
2022/90.74-21.93-31.258.58-20.052.591.08-
2022/80.943.7-17.57.84-18.812.880.97-
2022/70.91-11.2-26.766.9-18.983.060.91-
2022/61.02-8.86-25.515.99-17.663.330.88-
2022/51.12-4.58-15.284.97-15.833.220.91-
2022/41.1828.75-8.673.84-15.992.921.0-
2022/30.9110.81-24.992.66-18.862.661.16-
2022/20.83-10.61-21.421.75-15.232.751.12-
2022/10.92-7.92-8.810.92-8.812.971.04-
2021/121.0-3.44-12.4713.7930.13.060.92-
2021/111.042.012.612.7935.263.130.9-
2021/101.02-4.916.8911.7539.173.230.87-
2021/91.07-6.3212.4510.7343.283.460.84-
2021/81.14-7.9346.99.6647.783.760.77-
2021/71.24-9.6970.668.5247.893.940.74CROCS鞋及NIKE大底、汽車水箱、收納箱、置物架、飼料儲料桶訂單較109年7月營收增加。
2021/61.383.6570.997.2844.63.990.74CROCS鞋及NIKE大底、汽車水箱、收納箱、置物架、飼料儲料桶訂單較109年6月營收增加。
2021/51.332.8562.195.939.583.840.77CROCS鞋及NIKE大底、汽車水箱、收納箱、置物架、飼料儲料桶訂單較109年5月營收增加。
2021/41.295.7427.154.5734.153.560.83-
2021/31.2216.0840.253.2837.123.280.86-
2021/21.053.7246.292.0635.343.210.88-
2021/11.01-11.6125.591.0125.593.170.89-
2020/121.1513.1837.9610.69.363.110.75-
2020/111.016.275.149.456.682.920.8-
2020/100.950.0317.728.446.872.680.86-
2020/90.9522.3713.647.495.632.460.85-
2020/80.786.95-6.066.544.552.310.9-
2020/70.73-9.522.415.766.182.350.89-
2020/60.8-1.679.05.036.752.640.84-
2020/50.82-19.361.244.236.332.70.82-
2020/41.0116.6412.123.417.622.60.85-
2020/30.8721.089.092.395.832.391.01-
2020/20.72-10.942.371.524.052.361.02-
2020/10.81-2.95.590.815.592.60.93-
2019/120.83-13.731.539.6912.80.0N/A-
2019/110.9618.9916.218.8613.990.0N/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)9411.9-0.750-0.5705.94-37.2111.37-37.6-10.450-11.760-0.620-0.70-0.70
2022 (9)840.00.32-38.460.20-57.459.46-21.6218.224.531.96-47.872.89-19.720.19-57.780.24-35.140.27-37.21
2021 (8)840.00.5200.47012.0735.3117.434.873.7603.6000.4500.3700.430
2020 (7)840.0-0.270-0.0908.92-7.9516.623.81-1.070-2.580-0.10-0.230-0.230
2019 (6)840.00.30-86.110.2909.6916.7516.01116.642.2502.59-88.220.2200.15-95.920.25-86.26
2018 (5)840.02.160-2.6108.339.737.39-20.19-11.80021.990-0.9803.6801.820
2017 (4)84-30.0-1.230-0.9505.942.069.263.7-15.650-17.490-0.930-0.930-1.040
2016 (3)1200.0-1.600-0.9705.82-18.838.93-30.45-15.870-33.000-0.920-1.780-1.920
2015 (2)1200.0-0.730-0.6907.17-2.8512.8466.32-7.000-11.830-0.50-0.620-0.870
2014 (1)1200.0-0.940-0.9207.38-16.527.720-12.000-16.020-0.880-1.020-1.130

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