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)2990.00.02.315.48-9.063.0819.3868.315.8964.53-11.6986.64-7.0729.5518.24-12.48-0.8713.138.151.317.975.28-32.6911.370.4431.146.95.18-8.9710.45-4.04-35.217.975.28-32.6926.2131.5273.85
24Q2 (19)2990.00.02.1957.55-2.672.58128.3245.763.58157.55-13.5393.2359.524.9920.8413.3812.5912.1433.41-7.547.572.3-20.4811.32112.7815.636.5657.69-2.3810.894.41-27.697.572.3-20.4841.58147.5943.89
24Q1 (18)2990.00.01.39237.62-26.461.13-40.53-50.871.39-75.44-26.4658.4523.65-30.3118.38-18.647.429.10-24.98-21.087.40205.56-1.075.32-7.16-44.984.16237.29-26.3710.43266.353.687.40205.56-1.07-2.8448.93-18.35
23Q4 (17)2990.00.0-1.01-139.76-199.021.903.83-45.715.66-15.14-50.0947.27-29.32-55.4522.5922.7723.6512.13-6.412.0-7.01-159.21-325.45.73-33.91-50.13-3.03-139.97-199.67-6.27-138.87-263.71-7.01-159.21-325.4-19.83-63.433.61
23Q3 (16)2990.00.02.5412.89-17.81.833.39-15.676.6761.11-35.3766.88-10.34-29.0618.40-0.59-0.3312.96-1.2928.3211.8424.3719.118.67-11.44-8.937.5812.8-17.9716.137.123.8911.8424.3719.11-10.7015.97-9.82
23Q2 (15)2990.00.02.2519.05-29.471.77-23.0422.074.14119.05-42.6674.59-11.06-15.3318.518.188.3713.1313.8849.379.5227.27-12.589.791.2426.496.7218.94-29.4915.0649.72.599.5227.27-12.58-16.0152.17-28.66
23Q1 (14)2990.00.01.8985.29-53.222.30-34.29248.481.89-83.33-53.2283.87-20.962.8317.11-6.3515.5311.536.4667.347.48140.51-50.339.67-15.8472.065.6585.86-53.1910.06162.66-47.777.48140.51-50.33-4.219.1513.50
22Q4 (13)2990.00.01.02-66.99-78.063.5061.29877.7811.349.88-27.07106.1112.5561.4618.27-1.0323.5310.837.23163.53.11-68.71-85.4411.4920.69325.563.04-67.1-78.133.83-70.58-85.973.11-68.71-85.449.79-35.0655.47
22Q3 (12)2990.00.03.09-3.13-24.082.1749.66623.3310.3242.94-5.3294.287.0325.5718.468.0831.1110.1014.954.919.94-8.72-40.839.5223.094.689.24-3.04-24.1413.02-11.31-39.539.94-8.72-40.837.52-12.0884.68
22Q2 (11)2990.00.03.19-21.047.411.45119.7353.127.2278.715.7188.098.0120.7917.0815.3317.158.7927.5832.1810.89-27.69-15.197.7437.7259.599.53-21.047.214.68-23.78-16.1610.89-27.69-15.1916.05-17.08183.19
22Q1 (10)2990.00.04.04-13.124.660.66246.671200.04.04-74.024.6681.5624.11.7214.810.1419.446.8967.6460.2315.06-29.491.765.62108.1562.912.07-13.174.6819.26-29.451.815.06-29.491.765.820.57-1.67
21Q4 (9)2990.00.04.6514.2528.81-0.45-250.0-245.1615.5542.6616.3965.72-12.47-5.4314.795.0415.194.11-36.96-22.7421.3627.1435.882.7-44.79-27.0313.914.1228.8227.3026.839.8621.3627.1435.88-4.7625.64-128.12
21Q3 (8)2990.00.04.0737.04-9.760.30-6.25-38.7810.9059.5911.7975.082.953.1714.08-3.436.836.52-1.95-11.8916.8030.84-10.594.890.82-9.1112.1837.01-9.7121.5322.96-9.9516.8030.84-10.59-3.046.99313.54
21Q2 (7)2990.00.342.97-23.06-19.070.32633.33-54.296.8376.9430.3472.93-9.04-3.9114.5817.58-6.726.6554.65-18.412.84-13.24-15.84.8540.58-21.658.89-22.9-18.8117.51-7.45-11.6512.84-13.24-15.83.17-8.06256.99
21Q1 (6)2990.00.03.866.93145.86-0.06-119.35-109.523.86-71.11145.8680.1815.3852.5512.40-3.43-13.044.30-19.17-36.7614.80-5.8557.113.45-6.76-3.3611.536.86145.3218.92-3.0755.4614.80-5.8557.115.44-6.52-78.04
20Q4 (5)2990.00.03.61-19.9682.320.31-36.73-63.5313.3637.0359.6269.49-4.51-5.3112.84-2.582.075.32-28.11-3.9715.72-16.3494.313.7-31.23-8.8710.79-20.0181.9619.52-18.3692.1315.72-16.3494.31--0.00
20Q3 (4)2990.340.04.5122.890.00.49-30.00.09.7586.070.072.77-4.120.013.18-15.670.07.40-9.20.018.7923.210.05.38-13.090.013.4923.20.023.9120.640.018.7923.210.0--0.00
20Q2 (3)298-0.330.03.67133.760.00.7011.110.05.24233.760.075.944.410.015.639.610.08.1519.850.015.2561.890.06.1973.390.010.95132.980.019.8262.860.015.2561.890.0--0.00
20Q1 (2)2990.00.01.57-20.710.00.63-25.880.01.57-81.240.052.56-28.380.014.2613.350.06.8022.740.09.4216.440.03.57-12.070.04.7-20.740.012.1719.780.09.4216.440.0--0.00
19Q4 (1)2990.00.01.980.00.00.850.00.08.370.00.073.390.00.012.580.00.05.540.00.08.090.00.04.060.00.05.930.00.010.160.00.08.090.00.0--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)
2024/1019.96-21.9130.9258.717.5574.75N/A-
2024/925.56-12.5431.8238.755.9787.221.14-
2024/829.23-9.8743.03213.193.5393.681.06-
2024/732.431.2518.1183.96-0.8195.461.04-
2024/632.033.2948.65151.53-4.192.90.98-
2024/531.03.817.49119.51-12.4287.951.04-
2024/429.8710.324.1888.5-17.7672.771.25-
2024/327.0871.07-19.7458.64-29.8458.641.59-
2024/215.830.59-41.3731.56-36.6746.841.99-
2024/115.732.99-31.1215.73-31.1246.821.99配合市場需求調整
2023/1215.28-3.38-56.44271.63-26.4346.332.06依市場需求配合調整
2023/1115.813.71-56.83256.36-23.2750.451.89因應市場,配合需求調整
2023/1015.25-21.38-54.85240.55-19.1455.071.73配合市場庫存調節
2023/919.39-5.09-38.56225.3-14.5767.291.36-
2023/820.43-25.58-32.36205.91-11.3169.441.32-
2023/727.4627.45-15.67185.47-8.1677.851.18-
2023/621.54-25.3-27.99158.01-6.7274.441.35-
2023/528.8419.92-6.47136.47-2.1586.631.16-
2023/424.05-28.71-11.15107.63-0.9384.781.19-
2023/333.7424.971.0983.582.4583.581.24-
2023/227.018.1717.5249.843.3984.921.22-
2023/122.84-34.88-9.4722.84-9.4794.551.1-
2022/1235.08-4.2256.92369.2225.82105.480.97去年基期較低,今年產品平均單價亦較高
2022/1136.638.4676.66334.1423.26101.961.01.去年基期較低; 2.零組件供料較順暢; 3.EBIKE佔比高; 4.生產效率提升
2022/1033.776.9848.37297.5118.8395.551.07-
2022/931.574.4773.18263.7415.8894.341.08去年同期基期較低
2022/830.21-7.2117.45232.1810.8992.71.09-
2022/732.568.836.16201.979.9793.321.09-
2022/629.92-2.9719.12169.410.7487.830.97-
2022/530.8413.9231.06139.489.0991.280.93-
2022/427.07-18.8812.37108.644.1383.411.02-
2022/333.3745.274.4581.581.6681.581.05-
2022/222.97-8.96-14.948.2-0.1870.561.21-
2022/125.2312.8718.4725.2318.4768.321.25-
2021/1222.357.81-7.88293.448.3165.851.17-
2021/1120.73-8.89-9.21271.099.961.721.25-
2021/1022.7624.862.6250.3511.8566.711.16-
2021/918.23-29.14-24.04227.5912.8774.620.92-
2021/825.72-16.128.72209.3717.8681.510.85-
2021/730.6722.1121.0183.6419.2679.320.87-
2021/625.126.75-14.24152.9718.9272.731.0-
2021/523.53-2.31-8.87127.8628.779.560.91-
2021/424.09-24.615.11104.3341.8983.030.88-
2021/331.9518.3568.1480.2452.5580.240.78市場需求持續強勁(淡季不淡)供給及船運逐步紓解
2021/226.9926.7460.9148.2943.7472.560.87全球市場需求持續強大,供料.產能逐步提高,船運物流日漸紓解,銷售量額大幅成長
2021/121.3-12.2326.6121.326.6168.40.92-
2020/1224.276.250.55270.92-3.3269.290.72-
2020/1122.842.9612.85246.65-3.6969.020.72-
2020/1022.18-7.56-17.28223.81-5.1169.840.71-
2020/924.01.421.6201.63-3.5573.00.54-
2020/823.66-6.65-10.08177.64-4.278.290.5-
2020/725.35-13.45-10.39153.98-3.2380.450.49-
2020/629.2913.4215.58128.63-1.6876.030.49-
2020/525.8223.47.8699.34-5.8365.750.57-
2020/420.9210.12-18.8973.52-9.8556.70.66-
2020/319.013.253.8552.6-5.6752.60.93-
2020/216.78-0.26-3.0633.6-10.3257.730.84-
2020/116.82-30.3-16.5516.82-16.5561.190.8-
2019/1224.1319.2519.3280.248.580.0N/A-
2019/1120.24-24.539.61256.117.670.0N/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)2990.05.64-49.917.790.0272.61-26.3318.768.6312.4233.696.60-29.3433.86-1.4827.5-38.8616.92-50.07
2022 (9)2990.011.26-27.267.796391.67370.0325.917.2724.169.2971.729.34-42.6634.37116.344.98-27.5133.89-27.12
2021 (8)2990.015.4816.650.12-94.37293.918.5713.91-0.575.41-22.2716.297.2415.89-15.6662.0518.3946.516.45
2020 (7)2990.013.2759.32.13-36.8270.72-4.1513.993.486.9614.8515.1971.4418.8410.1152.4163.5839.9359.59
2019 (6)2990.08.3346.43.37129.25282.439.2413.523.136.0615.878.8631.2617.1126.6532.0422.225.0246.4
2018 (5)2990.05.69113.911.47-44.32258.5315.4413.119.525.2313.946.7589.0813.5131.2926.22153.0917.09114.43
2017 (4)2990.02.66-58.312.64-23.03223.96-2.2111.97-16.74.59-31.73.57-57.310.29-33.1410.36-57.387.97-58.47
2016 (3)2990.06.38-36.833.43-47.87229.01-18.4814.37-16.366.72-33.138.36-22.8815.39-45.524.31-37.6219.19-36.88
2015 (2)2990.010.10-9.256.5813.06280.943.2217.18-3.9710.052.7610.84-12.9328.246.1338.97-8.7430.4-9.25
2014 (1)2994.9111.139.665.827.18272.177.5417.8909.78012.45026.610.0842.78.3533.515.24

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