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(%)
25Q2 (20)1738.8114.57-1.10-124.49-57.140.14127.45240.0-1.61-228.57-228.5713.02-30.15-13.1439.219.5914.41-6.16-1.48-95.56-16.81-292.76-119.74-0.829.2-70.21-1.9-143.59-79.25-22.69-313.3-150.44-16.81-292.76-119.74-25.70-126.25-10.56
25Q1 (19)1590.635.3-0.49-128.0-322.73-0.51-148.57-13.33-0.49-208.89-322.7318.64-21.255.6735.78-9.677.9-6.07-162.26-28.87-4.28-134.35-370.89-1.13-148.92-36.14-0.78-128.16-336.36-5.49-139.84-466.0-4.28-134.35-370.8914.0090.16113.88
24Q4 (18)1580.013.671.75308.3317400.01.05376.32-9.480.45134.62151.1423.6749.24-0.3839.6116.1912.699.75319.13.1712.46242.891053.72.31425.352.672.77309.8513750.013.78258.391130.3612.46242.891053.727.52144.1648.16
24Q3 (17)1584.644.64-0.84-20.0-594.12-0.38-280.0-35.71-1.30-165.31-41.315.865.8-4.7434.09-0.53-4.62-4.45-41.2727.05-8.72-13.99-3129.63-0.71-51.0630.39-1.32-24.53-628.0-8.703.97-405.81-8.72-13.99-3129.63-4.61-219.09-101.11
24Q2 (16)1510.017.05-0.70-418.18-141.38-0.1077.7886.67-0.49-322.7358.4714.99-15.02-0.0734.273.350.41-3.1533.1274.1-7.65-584.18-123.03-0.4743.3774.18-1.06-421.21-186.49-9.06-704.0-52.01-7.65-584.18-123.03-20.39840.91-30.50
24Q1 (15)1518.6320.80.222100.0124.44-0.45-138.79-4.650.22125.0124.4417.64-25.76-21.4633.16-5.662.76-4.71-149.84-172.251.5846.3144.38-0.83-136.89-112.820.331550.0129.21.5033.93143.11.5846.3144.388.471002.94187.75
23Q4 (14)139-7.9510.320.01-94.12102.631.16514.2973.13-0.884.35-44.2623.7642.713.3635.15-1.650.119.45254.9258.821.08500.0145.02.25320.5980.00.02-92.0104.261.12165.12161.881.08500.0145.026.8532.25288.48
23Q3 (13)15117.0520.80.17158.62-73.02-0.2862.6770.53-0.9222.03-300.016.6511.020.1335.744.7221.85-6.1049.8449.71-0.2792.13-105.12-1.0243.9639.290.25167.57-68.35-1.7271.14-131.97-0.2792.13-105.12-11.11113.20-5.88
23Q2 (12)1293.21.57-0.2967.7842.0-0.75-74.4238.52-1.18-31.11-38.8215.0-33.218.7734.135.7641.5-12.16-602.8928.55-3.433.6535.65-1.82-366.6722.55-0.3767.2641.27-5.96-71.265.25-3.433.6535.65-13.03-34.53-119.30
23Q1 (11)125-0.79-1.57-0.90-136.84-157.14-0.43-164.1837.68-0.90-47.54-157.1422.467.16-0.6632.27-8.0919.61-1.73-129.0863.11-3.56-48.33-83.51-0.39-131.263.21-1.13-140.43-151.11-3.48-92.27-154.01-3.56-48.33-83.5129.20-148.583.17
22Q4 (10)1260.8-0.79-0.38-160.32-445.450.67170.5345.65-0.61-165.22-117.5820.9651.23-22.235.1119.714.05.95149.05110.25-2.40-145.54-340.01.25174.464.47-0.47-159.49-435.71-1.81-133.64-552.5-2.40-145.54-340.025.8732.8496.33
22Q3 (9)125-1.57-2.340.63226.0-27.59-0.9522.13-210.47-0.2372.94-106.8513.860.51-43.129.3321.6-12.89-12.1328.73-258.365.27198.8719.23-1.6828.51-189.840.79225.4-28.835.38185.53-12.235.27198.8719.23-19.2591.57-27.34
22Q2 (8)1270.00.0-0.50-42.86-225.0-1.22-76.81-216.19-0.85-142.86-134.1413.79-39.01-50.2924.12-10.6-29.12-17.02-262.9-353.27-5.33-174.74-462.59-2.35-121.7-226.34-0.63-40.0-223.53-6.29-359.12-416.08-5.33-174.74-462.59-27.54-230.52-163.41
22Q1 (7)1270.00.79-0.35-418.18-116.67-0.69-250.0-144.52-0.35-110.09-116.6722.61-16.07-41.0926.98-20.08-25.16-4.69-265.72-153.54-1.94-294.0-127.75-1.06-239.47-131.55-0.45-421.43-116.98-1.37-442.5-115.78-1.94-294.0-127.75-2.74-252.77-148.25
21Q4 (6)127-0.7812.390.11-87.36-98.240.46-46.51-90.193.473.27-70.3226.9410.59-50.0433.760.27-17.962.83-63.05-82.481.00-77.38-92.360.76-59.36-91.270.14-87.39-98.020.40-93.47-97.191.00-77.38-92.36-0.7915.07-32.30
21Q3 (5)1280.7912.280.87117.5-76.680.86-18.1-70.033.3634.94-40.1124.36-12.18-31.8633.67-1.06-27.967.6613.99-60.214.42200.68-62.481.870.54-72.821.11117.65-73.826.13208.04-64.464.42200.68-62.48--0.00
21Q2 (4)1270.790.00.40-80.950.01.05-32.260.02.4918.570.027.74-27.720.034.03-5.60.06.72-23.290.01.47-78.970.01.86-44.640.00.51-80.750.01.99-77.070.01.47-78.970.0--0.00
21Q1 (3)12611.50.02.10-66.450.01.55-66.950.02.10-82.040.038.38-28.820.036.05-12.390.08.76-45.760.06.99-46.60.03.36-61.420.02.65-62.570.08.68-39.090.06.99-46.60.0--0.00
20Q4 (2)113-0.880.06.2667.830.04.6963.410.011.69108.380.053.9250.830.041.15-11.960.016.15-16.10.013.0911.120.08.7126.60.07.0866.980.014.25-17.390.013.0911.120.0--0.00
20Q3 (1)1140.00.03.730.00.02.870.00.05.610.00.035.750.00.046.740.00.019.250.00.011.780.00.06.880.00.04.240.00.017.250.00.011.780.00.0--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)
2025/83.97-11.96-28.6540.13-6.1512.09N/A-
2025/74.5124.83-1.6336.16-2.7811.95N/A-
2025/63.61-5.57-22.2831.65-2.9412.851.59-
2025/53.83-29.31-28.8928.040.2615.01.36-
2025/45.41-6.1210.1424.227.216.961.2-
2025/35.76-0.258.4518.86.3918.81.16-
2025/25.78-20.39-3.8213.045.522.480.97-
2025/17.26-23.114.337.2614.3324.60.88-
2024/129.4419.5715.3372.17-7.3123.690.95-
2024/117.924.29-7.7462.73-9.9719.961.13-
2024/106.3511.15-8.7254.83-10.2817.631.28-
2024/95.722.71-2.3848.48-10.4815.861.51-
2024/85.5621.37-2.5342.76-11.4614.81.62-
2024/74.58-1.35-10.9537.2-12.6614.611.64-
2024/64.65-13.6112.4432.61-12.8914.941.67-
2024/55.389.5-3.7327.97-16.0415.611.6-
2024/44.91-7.55-9.5922.59-18.5216.241.54-
2024/35.32-11.55-20.017.67-20.717.671.33-
2024/26.01-5.35-22.3112.36-20.9920.551.15-
2024/16.35-22.44-19.76.35-19.723.091.02-
2023/128.19-4.3510.1277.869.2323.711.04-
2023/118.5622.971.8269.689.1221.371.16-
2023/106.9618.8734.461.1210.2318.521.34-
2023/95.852.5519.2254.167.7416.711.73-
2023/85.7110.8827.0248.36.514.991.93-
2023/75.1524.5614.8742.594.2414.871.95-
2023/64.13-26.05-1.6137.442.9315.161.8-
2023/55.592.8312.9633.313.5217.671.54-
2023/45.43-18.217.2227.721.8119.811.38-
2023/36.64-14.09-19.0522.29-1.3422.291.17-
2023/27.74-2.188.6515.648.7623.081.13-
2023/17.916.388.867.918.8623.751.1-
2022/127.43-11.55-21.1271.28-39.3121.021.42-
2022/118.4162.312.5463.85-40.8918.491.62-
2022/105.185.44-44.7755.44-44.4614.582.05-
2022/94.919.26-45.1350.26-44.4313.892.14-
2022/84.490.28-42.8945.35-44.3513.182.25-
2022/74.486.67-40.3340.86-44.5113.632.18-
2022/64.2-15.09-48.7436.38-44.9813.782.03-
2022/54.956.72-48.4532.18-44.4517.791.57-
2022/44.64-43.52-53.8527.23-43.6619.961.4去年受疫情影響帶動家用健身器材需求激增
2022/38.2115.31-35.6522.59-40.9922.591.33-
2022/27.12-1.99-41.1114.38-43.6523.811.27-
2022/17.26-22.92-45.947.26-45.9424.881.21-
2021/129.4214.97-53.01117.45-10.3727.01.31去年受疫情影響帶動家用健身器材需求激增
2021/118.2-12.57-52.31108.03-2.6726.521.33去年受疫情影響帶動家用健身器材需求激增
2021/109.384.75-45.2299.836.4226.21.35-
2021/98.9513.72-36.690.4617.9524.331.5-
2021/87.874.76-29.4181.5130.2623.581.55-
2021/77.51-8.34-27.9473.6443.225.311.45-
2021/68.2-14.61-9.3266.1361.2927.841.29各品牌產品與電商通路銷售持續暢旺
2021/59.6-4.4617.1857.9381.2632.41.11各品牌產品與電商通路銷售持續暢旺
2021/410.05-21.2529.9348.33103.3434.891.03各品牌產品與電商通路銷售持續暢旺
2021/312.765.5465.9838.29138.7438.290.92各品牌產品與電商通路銷售持續暢旺
2021/212.09-10.03201.8625.53205.7345.590.77各品牌產品與電商通路銷售持續暢旺
2021/113.44-33.01209.2913.44209.2950.690.69各品牌產品與電商通路銷售持續暢旺
2020/1220.0616.69241.87131.06124.3454.370.58各品牌產品與電商通路銷售持續暢旺
2020/1117.190.42227.02111.0111.2248.430.65各品牌產品與電商通路銷售持續暢旺
2020/1017.1221.24205.4193.8198.350.0N/A新冠肺炎疫情帶動家用健身器材需求激增
2020/914.1226.63181.6776.6983.950.0N/A新冠肺炎疫情帶動家用健身器材需求激增
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
2024 (10)15813.670.4500.13072.17-7.3135.714.260.4100.9700.300.7900.720
2023 (9)13910.32-0.880-0.31077.869.3234.2516.97-1.260-1.420-1.00-1.690-1.230
2022 (8)126-0.79-0.610-2.19071.22-39.3529.28-15.25-5.390-1.330-3.840-0.810-0.760
2021 (7)12712.393.31-70.913.91-55.47117.42-10.5334.55-17.326.69-52.623.78-62.357.85-57.645.48-66.894.4-66.69
2020 (6)11322.8311.38525.278.78536.23131.24124.341.7942.4314.12152.1410.04167.0218.53464.9416.55493.1913.21598.94
2019 (5)923.371.8266.971.38430.7758.515.2929.346.735.60266.013.7664.193.28285.882.7989.81.8976.64
2018 (4)89-4.31.0900.2673.3355.5724.6527.49-3.581.5302.2900.8501.4701.070
2017 (3)939.41-1.6200.15-91.5344.58-5.6528.51-3.78-0.540-3.720-0.240-2.010-1.510
2016 (2)854.943.5312.781.7792.3947.257.0229.6317.078.6561.086.3810.964.0972.574.0321.753.0118.5
2015 (1)8119.123.13-21.950.92-23.9744.15-7.3325.3105.3705.7502.37-15.663.31-4.612.54-7.3

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