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)3930.260.261.27-56.8-54.81.35-48.47-30.055.5429.74-30.4204.58-3.344.8218.47-16.65-13.933.71-50.93-38.062.67-54.12-54.677.58-52.65-35.14.99-56.68-54.763.55-56.39-54.192.67-54.12-54.6714.2132.12140.52
24Q2 (19)3920.00.02.94121.05-2.332.62329.5110.554.27221.05-17.09211.6631.77-5.7822.169.986.497.56123.678.05.8260.774.8616.01194.841.7811.52121.54-2.548.1458.980.375.8260.774.8619.96102.88134.06
24Q1 (18)3920.00.01.3384.72-37.560.61-61.39-76.081.33-84.68-37.56160.638.15-20.1620.15-19.24-7.953.3880.75-59.763.6287.56-17.545.4395.32-67.875.285.05-37.85.121348.78-32.453.6287.56-17.54-7.875.17-39.76
23Q4 (17)3920.03.980.72-74.3826.321.58-18.1337.398.689.05-44.04148.53-23.9-29.8424.9516.2621.471.87-68.78-61.441.93-67.2334.972.78-76.2-72.92.81-74.5231.92-0.41-105.29-111.021.93-67.2334.97-18.51-40.51-18.35
23Q3 (16)3920.04.532.81-6.64-47.481.93-18.57-46.097.9654.56-46.97195.17-13.12-24.5521.463.12-3.855.99-14.43-34.395.896.13-27.8211.68-25.75-50.5511.03-6.68-45.017.75-4.44-32.315.896.13-27.82-0.7317.34-12.81
23Q2 (15)3920.04.533.0141.31-37.292.37-7.06-42.25.15141.78-46.69224.6411.66-1.2420.81-4.93-15.517.00-16.67-27.695.5526.42-31.7315.73-6.92-28.5311.8241.39-34.418.116.99-22.915.5526.42-31.733.35157.5057.34
23Q1 (14)3923.984.532.13273.68-56.172.55121.74-35.442.13-86.27-56.17201.19-4.96-9.6221.896.57-4.458.4073.2-19.624.39206.99-48.9516.964.72-27.318.36292.49-54.127.58103.76-35.054.39206.99-48.95-11.5792.1726.93
22Q4 (13)3770.530.530.57-89.35-80.551.15-67.88-60.4815.513.33-1.9211.69-18.176.3620.54-7.97-8.344.85-46.88-37.261.43-82.48-75.810.26-56.56-33.332.13-89.38-80.63.72-67.51-50.41.43-82.48-75.8-2.22-38.94-40.28
22Q3 (12)3750.00.05.3511.4656.433.58-12.689.4815.0155.3816.54258.6913.7329.722.32-9.38-5.669.13-5.68-7.788.160.3717.7523.627.3119.5920.0611.3256.611.458.8415.778.160.3717.757.965.12-4.44
22Q2 (11)3750.00.04.80-1.23-2.644.103.8-9.299.6698.772.01227.452.186.4224.637.51-5.29.68-7.37-23.368.13-5.47-11.1522.01-5.33-18.4218.02-1.1-2.5410.52-9.85-18.898.13-5.47-11.157.0132.3219.77
22Q1 (10)3750.00.04.8665.877.053.9535.74-8.994.86-69.267.05222.611.847.9722.912.23-6.1510.4535.19-13.718.6045.52-1.0423.2551.07-6.8918.2265.947.0511.6755.6-3.478.6045.52-1.045.8125.7712.37
21Q4 (9)3750.00.02.93-14.33-16.292.91-11.01-12.6115.8122.7519.86199.04-0.2113.6222.41-5.28-10.07.73-21.92-17.855.91-14.72-25.115.39-22.08-6.6110.98-14.29-16.57.50-24.17-20.475.91-14.72-25.1-3.44-22.48-19.33
21Q3 (8)3750.00.03.42-30.63-13.423.27-27.65-13.7212.8836.0132.92199.46-6.672.4623.66-8.93-0.769.90-21.62-9.516.93-24.26-13.5919.75-26.8-7.2312.81-30.72-13.629.89-23.75-9.186.93-24.26-13.59-1.50-11.02-11.75
21Q2 (7)3750.00.04.938.5921.434.524.1514.729.47108.5964.98213.723.668.4825.986.4313.1512.634.299.839.155.2913.9526.988.0519.0618.498.6421.4812.977.2814.079.155.2913.9510.6819.1517.24
21Q1 (6)3750.00.04.5429.71170.244.3430.33172.964.54-65.58170.24206.1717.6954.7524.41-1.9723.0312.1128.6997.888.6910.1478.4424.9751.52206.017.0229.43170.5912.0928.2196.598.6910.1478.443.849.169.09
20Q4 (5)3750.00.03.50-11.39108.333.33-12.1499.413.1936.1246.56175.18-10.0211.1924.904.4520.239.41-13.9959.227.89-1.6280.1416.48-22.5977.0113.15-11.33109.069.43-13.4164.297.89-1.6280.14--0.00
20Q3 (4)3750.00.03.95-2.710.03.79-3.810.09.6968.820.0194.68-1.190.023.843.830.010.94-4.870.08.02-0.120.021.29-6.050.014.83-2.560.010.89-4.220.08.02-0.120.0--0.00
20Q2 (3)3750.00.04.06141.670.03.94147.80.05.74241.670.0197.0247.880.022.9615.730.011.5087.910.08.0364.890.022.66177.70.015.22141.970.011.3784.880.08.0364.890.0--0.00
20Q1 (2)3750.00.01.680.00.01.59-4.790.01.68-81.330.0133.23-15.440.019.84-4.20.06.123.550.04.8711.190.08.16-12.350.06.290.00.06.157.140.04.8711.190.0--0.00
19Q4 (1)3750.00.01.680.00.01.670.00.09.000.00.0157.550.00.020.710.00.05.910.00.04.380.00.09.310.00.06.290.00.05.740.00.04.380.00.0--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)
2024/1048.71-19.19-6.53625.57-7.06177.55N/A-
2024/960.28-12.06-4.76576.86-7.1204.571.34-
2024/868.56-9.472.02516.58-7.37215.231.28-
2024/775.736.7516.62448.02-8.65218.311.26-
2024/670.94-0.96-7.5372.29-12.51211.661.37-
2024/571.643.7-7.12301.35-13.61211.961.37-
2024/469.08-3.03-1.74229.71-15.46181.761.6-
2024/371.2571.95-17.36160.63-20.24160.632.05-
2024/241.43-13.58-27.1989.38-22.4131.072.51-
2024/147.9515.01-17.7347.95-17.73144.332.28-
2023/1241.69-23.77-25.76769.49-16.39148.52.34-
2023/1154.694.94-28.09727.8-15.79170.112.04-
2023/1052.12-17.66-34.35673.11-14.6182.611.9-
2023/963.3-5.79-20.92620.99-12.39195.431.81-
2023/867.193.47-22.86557.69-11.3208.831.69-
2023/764.94-15.33-29.13490.5-9.44218.781.62-
2023/676.7-0.56-13.51425.56-5.43224.151.71-
2023/577.149.7-3.35348.86-3.45233.671.64-
2023/470.31-18.4520.27271.72-3.47213.441.8-
2023/386.2251.51-3.55201.41-9.7201.412.05-
2023/256.91-2.36-14.9115.19-13.81171.352.41-
2023/158.283.77-12.7258.28-12.72190.512.17-
2022/1256.16-26.16-12.42920.4412.44211.621.96-
2022/1176.07-4.188.52864.2814.56235.51.76-
2022/1079.39-0.8221.55788.2115.17246.551.68-
2022/980.05-8.1122.8708.8214.5258.81.45-
2022/887.12-4.9334.89628.7713.52267.441.4-
2022/791.633.3132.09541.6610.7260.141.44-
2022/688.6911.1221.8450.027.17226.961.53-
2022/579.8136.5210.97361.334.1227.671.52-
2022/458.46-34.6-15.41281.522.3214.741.62-
2022/389.433.676.28223.068.25223.061.52-
2022/266.880.1418.93133.669.61197.81.71-
2022/166.784.121.6366.781.63201.011.69-
2021/1264.13-8.4911.5818.5616.93199.541.55-
2021/1170.097.3116.61754.4317.41200.581.54-
2021/1065.310.1914.48684.3417.5195.071.58-
2021/965.180.931.08619.0317.82199.131.3-
2021/864.58-6.91.77553.8420.16206.761.25-
2021/769.37-4.723.02489.2623.1214.11.21-
2021/672.811.23-3.84419.927.2213.851.0-
2021/571.924.061.51347.0836.44225.150.95-
2021/469.11-17.8237.36275.1649.93209.461.02-
2021/384.1149.5782.19206.0554.67206.050.89去年同期因疫情影響基期較低, 而今年本期各市場自行車及電動自行車持續熱銷。
2021/256.23-14.4142.11121.9440.08179.461.02-
2021/165.7114.2338.3865.7138.38183.331.0-
2020/1257.52-4.319.63700.0310.4174.671.04-
2020/1160.15.3512.01642.529.64181.631.0-
2020/1057.05-11.522.33582.419.41184.980.98-
2020/964.481.617.26525.3610.23195.270.76-
2020/863.45-5.7611.36460.8810.66206.510.72-
2020/767.33-11.0727.81397.4310.55213.90.7-
2020/675.726.8755.1330.17.59196.880.67因歐美、中國自行車市場需求旺盛,利用自行車通勤或自行車休閒活動人數增加,加上高單價Ebike 熱銷,帶動本公司本月銷售大幅成長
2020/570.8540.8131.67254.38-1.39167.330.78-
2020/450.318.98-12.95183.53-10.11136.050.96-
2020/346.1616.67-20.01133.21-8.98133.211.19-
2020/239.57-16.66-2.0987.05-1.8135.121.17-
2020/147.48-1.23-1.5747.48-1.57149.221.06-
2019/1248.08-10.46.93634.055.670.0N/A-
2019/1153.66-3.746.24585.975.560.0N/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)3923.988.44-44.258.42-34.06769.54-16.3922.06-2.486.12-28.844.63-31.047.09-40.547.99-45.0834.01-41.8
2022 (9)3770.5315.14-3.7512.77-15.09920.4412.4722.62-6.348.60-19.176.71-12.9779.14-9.1387.380.1158.44-1.45
2021 (8)3750.015.7319.8915.0418.8818.416.924.154.5910.648.577.714.3387.0926.9987.2827.7359.319.82
2020 (7)3750.013.1246.5912.6650.89700.1110.3423.097.39.8031.377.3930.3468.5844.9368.3342.0649.4946.64
2019 (6)3750.08.9517.928.3930.69634.55.3321.523.767.4615.125.6715.0147.3221.2148.113.3133.7517.84
2018 (5)3750.07.5939.276.4220.0602.399.120.743.756.4821.354.9331.1239.0432.3442.4546.2328.6439.44
2017 (4)3750.05.45-32.965.35-17.18552.12-3.5119.99-3.945.34-19.583.76-31.5129.5-22.4129.03-32.9120.54-32.99
2016 (3)3750.08.13-20.296.46-29.78572.21-5.2920.81-6.096.64-17.415.49-14.0838.02-21.7143.27-14.8630.65-20.24
2015 (2)3750.010.20-6.939.204.55604.180.6222.16-1.428.04-1.956.39-6.5848.56-1.3650.82-8.8838.43-6.54
2014 (1)3750.010.9617.348.809.86600.4510.3922.4808.2006.84049.2318.6655.7723.841.1217.32

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