玩股撇步(動畫小學堂)  

  • 營業利益和稅後淨利成長率大於營收成長率, 通常代表公司在成長, 如果是漲很多的股票, 發現沒有這個現象就要留意了
  • 營收到某個數字後, 營業利益產生不成比例的增加, 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)1030.00.0-1.21-119.24-35.96-0.92-124.66-39.397.10-14.56-37.6126.29-59.63-40.9210.01-37.86-16.09-1.32-120.99-980.0-1.25-119.23-35.87-6.19-145.02-2713.64-4.70-143.24-5975.0-11.3017.71-27.17
23Q3 (19)1030.00.06.29154.66-29.643.7370.32-27.018.31309.36-32.2765.1337.03-16.3416.11-2.19-10.256.2957.25-30.656.5153.91-29.6513.7551.93-18.0110.8771.99-17.5957.96401.77313.28
23Q2 (18)1030.00.02.47648.89-23.532.19556.25-23.162.03551.11-39.0447.5378.89-1.4716.4712.12-13.814.01500.0-23.812.56656.52-23.359.05761.9-22.726.32742.67-23.7619.30349.16291.76
23Q1 (17)1030.00.0-0.4549.44-550.0-0.4827.27-300.0-0.45-103.95-550.026.57-40.29-11.6414.6923.136.060.2566.67-66.22-0.4650.0-560.01.05577.27-67.190.75837.5-64.62-41.56-30.26-42.83
22Q4 (16)1030.00.0-0.89-109.96-168.99-0.66-112.92-10.011.38-7.2586.5644.5-42.8420.311.93-33.5414.490.15-98.35-68.75-0.92-109.96-169.17-0.22-101.31-103.350.08-99.39-98.09.2733.41-16.81
22Q3 (15)1030.00.08.94176.78222.745.1179.3118.3812.27268.47155.0977.8561.3877.917.95-6.0721.699.0772.76148.499.24176.65223.0816.7743.2178.7813.1959.1181.9360.911653.391277.15
22Q2 (14)1030.00.03.233130.04.192.852475.04.013.333230.063.2448.2460.4341.9219.1137.98-5.865.25609.4632.913.343240.04.3811.71265.94-8.088.29291.04-19.3620.861518.881277.50
22Q1 (13)1030.00.00.10-92.25109.52-0.1280.089.740.10-98.36109.5230.07-18.7194.1313.8532.9242.490.7454.17160.160.1-92.48109.173.20-51.29144.082.12-47.0137.26-17.09-72.84-22.82
21Q4 (12)1030.00.01.29-53.4392.54-0.60-125.6468.916.1026.8217.3136.99-15.47111.7310.42-29.36241.640.48-86.85126.971.33-53.592.756.57-29.9627.334.00-44.83-0.56.63-32.04-70.12
21Q3 (11)1030.00.02.77-10.652.212.34-14.613.044.81135.786.1843.7628.74-19.2914.75-27.3442.243.65-7.5925.02.86-10.622.149.38-26.3741.487.25-29.4734.7674.09192.30159.79
21Q2 (10)1030.00.03.10395.2431.912.74334.1923.422.04294.2912.0933.99119.437.0920.30108.8518.33.95421.1427.013.2393.5832.2312.74275.4825.0210.28280.6726.4554.0569.26186.78
21Q1 (9)1030.00.0-1.05-256.72-98.11-1.1739.38-8.33-1.05-120.19-98.1115.49-11.33-16.099.72218.6943.15-1.2330.914.58-1.09-257.97-101.85-7.26-240.7-54.14-5.69-241.54-68.84-39.55-166.00-76.93
20Q4 (8)1030.00.00.67-75.28378.57-1.93-193.24-667.655.2014.79-46.5617.47-67.78-43.933.05-70.59-68.46-1.78-160.96-478.720.69-75.36360.05.16-22.17500.04.02-25.28658.491.52-29.98-100.00
20Q3 (7)1030.00.02.7115.32-58.312.07-6.76-67.34.53148.9-52.7654.2270.83-20.1510.37-39.57-41.642.92-6.11-66.242.815.7-58.336.63-34.94-49.125.38-33.83-47.7771.38279.36149.40
20Q2 (6)1030.00.02.35543.4-34.92.22305.56-40.81.82443.4-41.131.7471.94-21.3817.16152.72-15.093.11315.97-41.432.42548.15-35.1210.19316.35-20.648.13341.25-22.515.5932.41-56.04
20Q1 (5)1030.00.0-0.53-478.57-1.92-1.08-417.65-58.82-0.53-105.45-1.9218.46-40.76-20.296.79-29.78-28.83-1.44-406.38-136.07-0.54-460.00.0-4.71-647.67-146.6-3.37-735.85-87.22--0.00
19Q4 (4)1030.00.00.14-97.850.00.34-94.630.09.731.460.031.16-54.110.09.67-45.580.00.47-94.570.00.15-97.770.00.86-93.40.00.53-94.850.0--0.00
19Q3 (3)1030.00.06.5080.060.06.3368.80.09.59210.360.067.968.190.017.77-12.070.08.6562.90.06.7280.160.013.031.480.010.30-1.810.0--0.00
19Q2 (2)1030.00.03.61794.230.03.75651.470.03.09694.230.040.3774.310.020.21111.840.05.31970.490.03.73790.740.012.84772.250.010.49682.780.0--0.00
19Q1 (1)1030.00.0-0.520.00.0-0.680.00.0-0.520.00.023.160.00.09.540.00.0-0.610.00.0-0.540.00.0-1.910.00.0-1.800.00.0--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備註(年增率變動50%需說明原因)
2024/27.34-15.16-6.4816.0-8.724.06N/A-
2024/18.657.35-10.58.65-10.523.78N/A-
2023/128.0614.09-48.19165.5-17.526.261.23-
2023/117.07-36.52-48.43157.43-14.9240.520.8-
2023/1011.13-50.13-26.84150.37-12.2455.350.58-
2023/922.331.98-18.85139.24-10.8265.130.47-
2023/821.894.65-14.44116.91-9.161.760.49-
2023/720.9210.38-15.4395.02-7.7755.850.54-
2023/618.9518.55-9.6274.1-5.3547.531.18-
2023/515.9826.877.9555.15-3.837.631.49-
2023/412.639.211.0539.17-7.8929.51.91-
2023/39.0515.26-4.3126.57-11.626.572.27-
2023/27.85-18.82-18.5217.52-14.9533.081.82-
2023/19.67-37.84-11.819.67-11.8138.931.55-
2022/1215.5613.544.61200.6254.2144.480.95客戶需求增加,帶動營收增長。
2022/1113.7-9.942.82185.0660.6156.430.75客戶需求增加,帶動營收增長。
2022/1015.22-44.6975.93171.3568.1768.320.62客戶需求增加,帶動營收增長。
2022/927.517.54127.43156.1467.4577.840.59客戶需求增加,帶動營收增長。
2022/825.593.4377.49128.6258.5171.290.65客戶需求增加,帶動營收增長。
2022/724.7417.9743.43103.0454.4160.510.76客戶需求增加,帶動營收增長。
2022/620.9741.648.0478.358.2448.241.45客戶需求增加,帶動營收增長。
2022/514.8118.7610.757.3362.3336.731.9客戶需求增加,帶動營收增長。
2022/412.4731.8199.4642.5393.8131.562.21客戶需求增加,帶動營收增長。
2022/39.46-1.8480.8330.0691.5630.062.0客戶需求增加,帶動營收增長。
2022/29.64-12.14116.020.696.9235.481.7訂單遞延及客戶需求增加,帶動營收增長。
2022/110.97-26.2682.7310.9782.7339.171.54訂單遞延及客戶需求增加,帶動營收增長。
2021/1214.8711.6190.7130.096.7736.851.14越南廠恢復生產,帶動營收增加。
2021/1113.3354.09196.68115.21-1.2934.071.23越南廠恢復生產,帶動營收增加。
2021/108.65-28.510.4101.89-9.2135.161.19-
2021/912.1-16.07-34.0493.24-10.6843.761.06-
2021/814.41-16.41-20.581.14-5.7145.821.02-
2021/717.2521.77-2.6666.73-1.7644.781.04-
2021/614.165.89-9.6949.48-1.4433.791.81-
2021/513.37113.9918.235.322.324.852.46-
2021/46.2519.531.121.94-5.4415.943.83-
2021/35.2317.25-10.2315.69-14.8915.693.11-
2021/24.46-25.67-16.4310.46-17.0415.583.13-
2021/16.017.29-17.56.0-17.515.613.12-
2020/125.1213.89-38.03121.84-25.0517.441.72-
2020/114.49-42.65-47.72116.72-24.3630.670.98-
2020/107.83-57.29-45.18112.23-22.9844.310.68-
2020/918.341.15-24.74104.4-20.5754.190.52-
2020/818.132.34-19.6686.05-19.6251.530.54-
2020/717.7212.96-15.2767.92-19.644.720.63-
2020/615.6838.61-16.150.2-21.0331.771.79-
2020/511.31137.33-17.634.52-23.0821.912.59-
2020/44.77-18.17-36.2323.21-25.515.933.56-
2020/35.839.15-32.6618.44-22.1118.442.79-
2020/25.34-26.62-12.2912.61-16.0220.872.47-
2020/17.27-11.89-18.577.27-18.5724.132.13-
2019/128.26-3.9-4.79162.5822.4431.141.1-
2019/118.59-39.873.56154.3224.3447.260.72-
2019/1014.29-41.367.0145.7225.8361.240.56-
2019/924.377.989.08131.4328.2867.860.58-
2019/822.577.932.41107.0633.6462.180.64-
2019/720.9111.8622.9384.4945.4953.340.74-
2019/618.6936.1431.4863.5854.8439.91.63主力客戶Patagonia、The North Face、Adidas、Nike、Arc'Teryx、Montbell,及新客戶UA及Mammut新產品出貨暢旺導致。(依金額排序)
2019/513.7383.6534.0344.8867.2229.862.18主力客戶Patagonia、The North Face、Nike、Adidas、Arc'Teryx、Montbell,及新客戶UA及Mammut新產品出貨暢旺導致。
2019/47.48-13.5850.3831.1587.70.0N/A主力客戶Patagonia、Adidas、The North Face、Arc'Teryx,及新客戶UA及Mammut新產品出貨暢旺、及金漢自去年5月併入合併營收導致
2019/38.6542.1782.6423.67103.670.0N/A主力客戶Patagonia、Nike、Adidas、The North Face,及新客戶UA及Mammut新產品出貨暢旺、及金漢自去年5月併入合併營收導致。
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)1030.06.59-37.894.51-37.27165.53-17.5115.02-7.749.21-39.4911.91-39.147.34-37.59
2022 (9)1030.010.6186.147.19116.57200.6654.0916.2813.2915.22122.1919.57100.9211.7686.37
2021 (8)1030.05.7016.093.32161.42130.226.8314.3736.216.85144.649.7441.986.3117.5
2020 (7)1030.04.91-48.851.27-86.96121.89-25.0310.55-32.592.8-79.746.86-50.475.37-46.62
2019 (6)1030.09.6029.219.7432.16162.5922.4315.65-5.9513.8224.9513.8524.110.0630.82
2018 (5)1030.07.4346.557.3752.9132.830.1516.6419.2811.0668.8511.1663.47.6946.76
2017 (4)1039.575.07-31.584.82-8.88102.0412.8913.95-16.676.55-10.766.83-23.175.24-25.04
2016 (3)942.177.41-27.285.29-27.0390.39-3.5116.74-13.447.34-28.68.89-27.256.99-25.64
2015 (2)9215.010.1907.25-5.8493.6810.3519.34-5.9810.280.8812.228.339.44.1
2014 (1)8023.080.0007.70123.8484.8969.1720.57010.1998.2511.2840.129.0340.0

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