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 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(%)
23Q4 (20)2220.00.0-0.02-114.2950.0-0.08-260.011.110.33-5.7132.01.97-11.6617.2634.14-17.5830.16-0.11-155.047.62-0.05-116.1344.441.08-93.87116.17-2.61-118.7554.297.88-53.30170.00
23Q3 (19)2220.00.00.147.69-17.650.05600.0-16.670.3566.6720.692.2327.43-27.3641.4218.1768.850.21100.0566.670.3110.71-20.5117.617.8491.8313.92-11.8410.6513.7135.09325.00
23Q2 (18)2220.00.00.1362.562.5-0.0150.0-116.670.21162.590.911.750.0-33.4635.05-12.18-1.02-0.020-110.00.2847.3764.7116.3328.0876.9215.7952.27142.552.08181.2563.89
23Q1 (17)2220.00.00.08300.0100.0-0.0277.78-200.00.08-68.0100.01.754.17-38.1639.9152.1548.030100.0-100.00.19311.11137.512.75290.87175.9710.37281.61286.94-20.5588.23-86.11
22Q4 (16)2220.0-0.45-0.04-123.53-166.67-0.09-250.0-125.00.25-13.798.71.68-45.28-53.4626.236.93-0.38-0.21-800.0-333.33-0.09-123.08-169.23-6.68-172.77-178.77-5.71-145.39-252.67-14.28-5.52-125.00
22Q3 (15)2220.00.00.17112.554.550.060.0-45.450.29163.6470.593.0716.73-8.924.53-30.73-20.720.03-85.0-91.180.39129.4156.09.18-0.54-9.4712.5893.2467.964.83106.25100.00
22Q2 (14)2220.0-0.890.08100.0147.060.06200.0131.580.11175.0120.02.63-7.0711.4435.4131.34318.060.2122.22142.550.17112.5144.749.2399.78150.86.51142.91139.79-14.3433.34175.00
22Q1 (13)222-0.45-1.330.04-33.33-81.820.02150.0-90.00.04-82.61-81.822.83-21.61-34.4926.962.39-5.240.090.0-83.640.08-38.46-84.04.62-45.52-67.162.68-28.34-77.09-7.24-39.396.82
21Q4 (12)2230.45-2.190.06-45.45-60.0-0.04-136.36-144.440.2335.29-64.063.617.12-23.5226.33-14.9-3.980.09-73.53-75.00.13-48.0-61.768.48-16.37-16.863.74-50.07-48.4824.9659.6310.76
21Q3 (11)222-0.89-1.330.11164.71-66.670.11157.89-67.650.17240.0-65.313.3742.8-35.9330.94265.29-5.960.34172.34-61.360.25165.79-66.2210.14155.81-38.517.49145.78-47.14-1.29-6.28-18.56
21Q2 (10)224-0.44-2.18-0.17-177.27-288.89-0.19-195.0-311.110.05-77.27-68.752.36-45.37-26.488.47-70.23-75.18-0.47-185.45-267.86-0.38-176.0-280.95-18.17-229.14-293.5-16.36-239.83-347.5-26.92-65.30-36.39
21Q1 (9)225-1.32-3.850.2246.67214.290.20122.22400.00.22-65.62214.294.32-8.4728.9628.453.76-8.140.5552.78450.00.547.06194.1214.0737.94138.8811.7061.16131.68-9.37-3.9424.34
20Q4 (8)2281.33-2.980.15-54.55-71.150.09-73.53-18.180.6430.61-1.544.72-10.279.2627.42-16.66-2.140.36-59.0971.430.34-54.05-71.910.20-38.14-62.697.26-48.76-74.3626.80106.06102.12
20Q3 (7)225-1.75-4.260.33266.67560.00.34277.7800.49206.25276.925.2663.8616.3732.90-3.5819.510.88214.29450.00.74252.38572.7316.4975.61189.8114.17114.37407.8929.84147.62201.39
20Q2 (6)229-2.14-2.550.0928.5780.00.09125.0800.00.16128.57100.03.21-4.18-13.2434.1210.1714.340.28180.0180.00.2123.5375.09.3959.4272.616.6130.8997.31-13.31-28.9930.68
20Q1 (5)234-0.43-0.430.07-86.54133.330.04-63.64300.00.07-89.23133.333.35-22.45-4.5630.9710.539.710.1-52.3842.860.17-85.95142.865.89-78.4683.495.05-82.17140.48--0.00
19Q4 (4)2350.00.00.52940.00.00.1100.00.65400.00.04.32-4.420.028.021.780.00.2131.250.01.211000.00.027.34380.490.028.32915.050.0--0.00
19Q3 (3)2350.00.00.050.00.00.00-100.00.00.1362.50.04.5222.160.027.53-7.740.00.1660.00.00.11-8.330.05.694.60.02.79-16.720.0--0.00
19Q2 (2)2350.00.00.0566.670.00.010.00.00.08166.670.03.75.410.029.845.70.00.142.860.00.1271.430.05.4469.470.03.3559.520.0--0.00
19Q1 (1)2350.00.00.030.00.00.010.00.00.030.00.03.510.00.028.230.00.00.070.00.00.070.00.03.210.00.02.100.00.0--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)
2024/30.8860.4223.122.2427.692.24N/A-
2024/20.55-32.854.311.3630.822.04N/A-
2024/10.8120.2157.720.8157.722.19N/A來自本公司自有品牌的美洲區銷售及子公司行車紀錄器銷售成長所貢獻。
2023/120.68-2.694.417.7-24.61.970.81-
2023/110.716.2168.257.02-26.572.060.77來自本公司自有品牌的歐洲區銷售及子公司行車紀錄器銷售成長所貢獻。
2023/100.6-21.72-2.536.32-30.852.010.79-
2023/90.7618.2912.685.72-32.892.230.81-
2023/80.65-20.69-40.434.96-36.831.990.91-
2023/70.8254.66-37.734.31-36.261.910.95-
2023/60.53-6.88-36.423.5-35.91.751.03-
2023/50.57-13.396.472.97-35.811.930.93-
2023/40.65-8.18-48.52.41-41.31.890.95-
2023/30.7135.92-21.811.75-38.061.751.14-
2023/20.521.515.291.04-45.781.691.18-
2023/10.52-20.42-63.670.52-63.671.581.271俄烏戰爭及高利率影響歐洲需求2貨幣眨值及進口管制政策抑制拉丁美洲訂單3行車紀錄器產品出貨大幅萎縮4農曆春節假期工作天數減半
2022/120.6556.79-46.7810.21-25.271.681.37-
2022/110.41-32.68-62.569.56-23.161.711.34通膨、升息及美元走強普遍影響客戶所在國家購買力及消費者需求,加上日本客戶行車記錄器專案訂單萎縮,致營收大幅衰退。
2022/100.61-9.49-52.189.15-19.332.380.96通膨、升息及美元走強普遍影響客戶所在國家購買力及消費者需求,加上日本客戶行車記錄器專案訂單萎縮,致營收大幅衰退。
2022/90.68-37.46-43.448.53-15.133.070.8-
2022/81.09-17.1-7.027.85-11.293.220.77-
2022/71.3157.9330.466.77-11.942.670.93-
2022/60.8355.92-7.855.46-18.312.631.03-
2022/50.53-58.11-9.954.63-19.932.711.0-
2022/41.2739.445.294.1-21.072.681.01-
2022/30.9183.06-44.872.83-34.52.831.06-
2022/20.5-64.98-45.831.92-28.073.140.96-
2022/11.4216.58-18.741.42-18.743.740.8-
2021/121.2210.3-16.7213.66-17.383.610.94-
2021/111.1-14.02-20.9712.44-17.443.590.95-
2021/101.287.06-30.7811.34-17.083.650.93-
2021/91.22.79-47.6710.05-14.933.371.23-
2021/81.1716.32-31.478.85-7.053.071.36-
2021/71.011.56-20.427.68-1.732.491.67-
2021/60.952.32-10.466.681.852.361.43-
2021/50.59-32.41-43.175.784.083.121.08-
2021/40.87-47.24-25.025.1914.963.450.98-
2021/31.6680.3515.384.3228.994.320.65-
2021/20.92-47.47137.872.6739.194.130.68去年2月受疫情影響出貨減少,比較基期過低,所以成長幅度比較大。
2021/11.7519.4814.281.7514.284.610.61-
2020/121.464.6820.5716.532.974.720.56-
2020/111.4-24.69-9.0515.071.535.550.48-
2020/101.86-19.0618.4913.672.765.850.45-
2020/92.2934.6139.5411.820.665.260.4-
2020/81.735.060.139.52-5.663.970.53-
2020/71.2625.287.267.82-6.843.310.64-
2020/61.01-3.12-14.476.56-9.113.210.52-
2020/51.04-10.83-12.725.55-8.063.640.46-
2020/41.17-18.8-12.844.52-6.922.990.56-
2020/31.44271.810.173.35-4.673.350.5-
2020/20.39-74.76-49.331.92-13.413.150.53-
2020/11.5323.795.451.535.454.30.39-
2019/121.24-19.6-40.7516.08-20.44.340.51-
2019/111.54-1.88-17.9914.84-18.054.740.47-
2019/101.57-4.529.013.3-18.064.910.45-
2019/91.64-3.56-5.0211.74-20.714.520.39-
2019/81.744.67-15.4410.1-22.784.00.44-
2019/71.184.27-20.258.39-24.113.490.51-
2019/61.13-5.29-34.547.17-25.233.650.49-
2019/51.19-10.96-27.796.04-23.190.0N/A-
2019/41.341.36-30.234.85-21.970.0N/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 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)2220.00.3332.0-0.0607.7-24.5837.7733.560.07-36.360.9270.370.7233.33
2022 (9)222-0.450.258.70.05-44.4410.21-25.2628.2812.890.11-78.430.54-34.940.545.88
2021 (8)223-2.190.23-64.060.09-83.6413.66-17.3625.05-19.660.51-68.520.83-55.140.51-65.07
2020 (7)228-2.980.640.00.55323.0816.532.9931.189.981.62205.661.855.711.46-3.31
2019 (6)235-0.420.6460.00.13016.05-20.5428.3527.70.5301.7545.831.5158.95
2018 (5)236-6.350.40110.53-0.30020.2-13.3422.203.21-0.4101.2155.320.9597.92
2017 (4)252-8.030.190-0.27023.31-36.1421.5113.75-0.600.4700.480
2016 (3)274-7.74-1.090-0.84036.5-36.9818.91-5.45-1.630-2.760-3.00
2015 (2)297-0.340.32-23.810.02-94.1257.92-23.7820.008.050.61-47.861.5-9.640.94-24.8
2014 (1)2983.110.424100.00.343300.075.99-12.9618.5101.1769.571.66137.141.253025.0

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