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)29520.170.171.9467.24-5.830.1788.89270.04.6870.830.36668.042.2614.5924.482.862.216.2022.77137.5512.1958.521.6741.4225.55172.1457.2767.8-5.8514.0342.153.6212.1958.521.672.7420.3319.45
24Q2 (19)29470.00.01.16-26.58-2.520.09-50.050.02.7473.4279.08653.273.223.5423.80-6.630.135.05-15.6977.827.69-25.1915.9932.99-12.9683.9934.13-26.65-2.689.87-20.9121.77.69-25.1915.993.597836.71-55.00
24Q1 (18)29470.00.01.5815700.0364.710.18-60.0260.01.58-56.23364.71632.893.96-1.6725.49-7.146.255.99-25.1290.1610.28139.63203.2437.9-22.2186.7946.5310978.57369.5312.48111.53180.4510.28139.63203.244.207800.24245.00
23Q4 (17)29470.00.00.01-99.51101.060.45550.0542.863.610.56-15.85608.764.43-3.2527.4514.6112.878.00206.51146.914.29-64.22212.0148.72220.11139.180.42-99.31101.515.90-56.43485.624.29-64.22212.01-1.59-13.20141.66
23Q3 (16)29470.00.02.0673.116.19-0.10-266.67-126.323.59134.64-31.49582.96-7.61-15.4823.950.76-4.812.61-8.1-49.911.9980.8415.6215.22-15.11-57.6860.8373.456.213.5466.9513.6911.9980.8415.62-4.79161.56-123.34
23Q2 (15)29470.00.01.19250.0-30.810.0620.0500.01.53350.0-53.5630.95-1.98-7.6723.77-0.923.032.84-9.84-18.866.6395.58-25.3417.93-11.63-24.9835.07253.88-30.718.1182.25-25.256.6395.58-25.340.16193.08-4.29
23Q1 (14)29470.00.00.34136.17-78.340.05-28.57-66.670.34-92.07-78.34643.672.3-4.3123.99-1.36-0.293.15-2.78-17.753.39188.51-62.4620.29-0.39-21.149.91135.61-78.644.45390.85-55.723.39188.51-62.46-3.24-6.14-55.08
22Q4 (13)29470.00.0-0.94-148.45-244.620.07-81.58-50.04.29-18.13-12.45629.2-8.787.6324.32-3.342.793.24-37.81441.05-3.83-136.93-240.8120.37-43.35466.37-27.83-148.59-245.48-1.53-112.85-195.03-3.83-136.93-240.81-3.92-67.831809.21
22Q3 (12)29470.00.01.9412.79122.990.383700.0164.415.2459.2723.29689.760.9351.1625.169.0626.315.2148.86169.9310.3716.78202.3335.9650.46205.857.2813.18124.111.919.77504.5710.3716.78202.331.2711.171803.34
22Q2 (11)29470.00.01.729.5537.60.01-93.33-95.453.29109.55-2.66683.381.65.323.07-4.11-12.413.50-8.62-25.698.88-1.668.1623.9-7.11-21.7250.619.137.0110.857.9615.38.88-1.668.168.3375.55-43.09
22Q1 (10)29470.00.01.57141.54-26.290.157.140.01.57-67.96-26.29672.6315.06-5.1224.061.69-6.343.83503.16-19.549.03231.99-21.225.73562.77-23.8146.39142.5-26.0810.05524.22-22.639.03231.99-21.221.5958.1265.44
21Q4 (9)29470.00.00.65-25.29132.140.14123.73-39.134.9015.29198.78584.6128.12-14.0123.6618.78-3.98-0.9587.25-127.622.72-20.7-4.56-5.5683.64-123.819.13-25.16128.281.61-18.27-56.372.72-20.7-4.56-0.79-27.84-122.22
21Q3 (8)29470.00.00.87-30.4-23.01-0.59-368.18-68.574.2525.74212.5456.31-29.69-22.8119.92-24.37-6.87-7.45-258.17-377.563.43-58.22-39.18-33.99-211.33-268.2625.56-30.81-23.521.97-79.06-66.213.43-58.22-39.18-19.08-35.86-160.75
21Q2 (7)29470.00.861.25-41.31794.440.2246.67129.333.3858.691436.36648.98-8.462.3526.342.5332.164.71-1.05241.448.21-28.36463.2730.53-9.59244.6236.94-41.14802.289.41-27.561483.828.21-28.36463.27-2.09309.705.95
21Q1 (6)29470.00.02.13660.71432.50.15-34.78165.222.1329.88432.5708.954.2819.2625.694.2620.14.7638.37300.011.46302.118085.7133.7744.56339.062.76648.93429.1712.99252.031655.4111.46302.118085.719.64292.7565.47
20Q4 (5)29470.00.00.28-75.2264.710.23165.71-42.51.6420.59-59.1679.8315.01-13.9824.6415.19-3.453.44320.51-24.892.85-49.4717.7723.36353.09-35.478.38-74.9372.433.69-36.710.02.85-49.4717.77--0.00
20Q3 (4)29470.860.01.13727.780.0-0.3553.330.01.36518.180.0591.13-6.780.021.397.330.0-1.5653.150.05.64349.560.0-9.2356.280.033.42735.360.05.83957.350.05.64349.560.0--0.00
20Q2 (3)2922-0.850.0-0.18-145.00.0-0.75-226.090.00.22-45.00.0634.16.660.019.93-6.830.0-3.33-39.920.0-2.26-1714.290.0-21.11-49.40.0-5.26-144.350.0-0.68-191.890.0-2.26-1714.290.0--0.00
20Q1 (2)29470.00.00.40135.290.0-0.23-157.50.00.40-90.020.0594.48-24.780.021.39-16.180.0-2.38-151.970.00.14-94.210.0-14.13-139.030.011.86144.030.00.74-79.950.00.14-94.210.0--0.00
19Q4 (1)29470.00.00.170.00.00.400.00.04.010.00.0790.30.00.025.520.00.04.580.00.02.420.00.036.20.00.04.860.00.03.690.00.02.420.00.0--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)
2024/11221.34-7.549.832414.946.57674.07N/A-
2024/10239.3912.215.722193.66.25685.01N/A-
2024/9213.35-8.1411.791954.215.2668.050.75-
2024/8232.274.4215.421740.864.44664.690.76-
2024/7222.435.9216.531508.62.94664.970.76-
2024/6209.99-9.71.671286.170.9653.360.68-
2024/5232.5510.38.221076.180.75653.880.68-
2024/4210.820.140.6843.62-1.12612.520.73-
2024/3210.5110.1-1.32632.8-1.68632.80.72-
2024/2191.19-17.274.86422.29-1.86622.720.73-
2024/1231.1115.3-6.81231.11-6.81633.060.72-
2023/12200.43-0.545.062466.36-7.79608.80.69-
2023/11201.52-2.57-0.212265.94-8.78599.220.7-
2023/10206.858.38-12.522064.41-9.54598.920.7-
2023/9190.84-5.15-16.581857.56-9.2582.940.78-
2023/8201.235.42-12.861666.72-8.27598.630.76-
2023/7190.87-7.58-17.021465.49-7.6612.270.74-
2023/6206.53-3.88-15.691274.62-6.0630.950.68-
2023/5214.872.53-2.911068.09-3.86637.760.67-
2023/4209.56-1.77-3.41853.22-4.1605.210.71-
2023/3213.3417.01-3.35643.66-4.32643.660.8-
2023/2182.31-26.480.21430.32-4.79621.090.83-
2023/1248.0130.0-8.16248.01-8.16640.730.8-
2022/12190.77-5.53-13.952674.9811.51629.210.85-
2022/11201.95-14.66.372484.2114.1667.230.81-
2022/10236.483.3636.662282.2614.84696.210.77-
2022/9228.79-0.9351.782045.7812.76689.770.88本月營收較去年同期增加,主係因去年同期鞋類製造業務受COVID-19疫情影響, 比較基期較低所致。
2022/8230.940.3971.91816.999.22705.970.86本月營收較去年同期增加,主係因去年同期鞋類製造業務受COVID-19疫情影響, 比較基期較低所致。
2022/7230.04-6.134.321586.053.71696.340.87-
2022/6244.9810.6911.51356.01-0.14683.270.85-
2022/5221.311.997.161111.02-2.38659.040.89-
2022/4216.98-1.71-2.59889.71-4.5619.650.94-
2022/3220.7521.34-10.68672.74-5.1672.740.93-
2022/2181.92-32.63-15.26451.98-2.11673.680.93-
2022/1270.0621.819.3270.069.3681.620.92-
2021/12221.716.77-5.732398.86-4.03584.591.04-
2021/11189.859.71-11.792177.16-3.85513.631.18-
2021/10173.0414.8-24.541987.31-3.02458.121.33-
2021/9150.7312.19-28.581814.26-0.3456.341.2-
2021/8134.35-21.55-27.811663.533.39525.321.04-
2021/7171.26-22.05-11.781529.187.48597.490.92-
2021/6219.726.382.021357.9310.52649.00.76-
2021/5206.52-7.290.331138.2112.33676.450.73-
2021/4222.76-9.874.68931.6915.39684.620.72-
2021/3247.1715.1222.56708.9319.22708.930.72-
2021/2214.69-13.166.91461.7617.51696.960.73去年同期銷售減少,主係受新型冠狀病毒疫情影響所致。
2021/1247.075.04-6.52247.07-6.52697.50.73-
2020/12235.199.27-9.222499.67-20.18679.770.72-
2020/11215.23-6.15-17.922264.48-21.17655.640.75-
2020/10229.348.66-14.722049.25-21.49626.520.78-
2020/9211.0613.4-16.61819.9-22.27591.310.83-
2020/8186.12-4.13-28.831608.84-22.96595.60.83-
2020/7194.14-9.85-22.811422.72-22.12615.320.8-
2020/6215.354.62-14.921228.59-22.01633.980.7-
2020/5205.83-3.27-27.541013.24-23.36620.290.71-
2020/4212.85.52-21.71807.4-22.22543.080.81-
2020/3201.6556.77-26.01594.61-22.4594.610.91-
2020/2128.62-51.33-38.22392.95-20.41652.050.83-
2020/1264.332.01-7.42264.33-7.420.0N/A-
2019/12259.1-1.20.273131.766.710.0N/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)29470.03.60-15.890.47-22.952466.34-7.824.782.614.144.556.482.69102.16-3.59194.67-9.17106.24-15.98
2022 (9)29470.04.28-12.470.6102674.9711.5124.15-0.493.96284.476.31-8.82105.96327.95214.3224.92126.45-12.42
2021 (8)29470.04.89198.17-0.0802398.84-4.0324.2710.821.0306.92340.7624.760171.57187.82144.39198.33
2020 (7)29470.01.64-59.1-1.0902499.54-20.1821.90-13.75-0.8401.57-72.7-21.11059.61-72.348.4-59.08
2019 (6)29470.04.0110.771.440.03131.576.7625.39-1.324.45-5.525.753.05139.51.02215.226.23118.2910.46
2018 (5)29470.03.62-17.161.44-17.712933.165.2725.73-1.874.71-23.165.58-28.46138.09-19.09202.6-18.37107.09-17.13
2017 (4)29470.04.371.861.7512.92786.321.3626.222.426.13-5.267.80-6.81170.68-4.03248.18-5.56129.22-1.03
2016 (3)29470.074.2936.621.55176.792748.952.1625.606.86.4740.968.3735.66177.8543.97262.829.84130.5737.0
2015 (2)29450.033.1410.180.56154.552690.8110.2923.975.834.5941.236.178.63123.5355.95202.427.595.3110.62
2014 (1)29440.342.85-19.260.22-67.162439.767.6422.6503.2505.68079.21-21.57158.74-15.2686.16-18.86

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