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)610.01.672.07-44.2-17.862.92-11.783.5510.0724.78-5.0918.98-9.92-11.1820.970.05-8.791.947.781.571.27-43.81-15.897.52-22.39-5.416.68-37.86-5.52-7.05-9.016.80
23Q3 (19)610.01.673.7126.198.483.3125.3811.078.0785.52-0.2521.07-4.18-8.9520.960.29-3.761.84.05-13.042.2626.2610.249.6912.02-2.6110.7532.0621.211.9168.0928.69
23Q2 (18)611.671.672.94110.0-18.112.6432.0-18.774.35210.71-6.8521.9928.0-7.2920.9016.11-1.921.7333.08-19.531.79113.1-16.748.6560.78-11.558.1465.45-10.254.2032.781.46
23Q1 (17)600.00.01.40-44.4429.632.00-29.0869.491.40-86.829.6317.18-19.610.1218.00-21.718.111.3-31.9464.560.84-44.3729.235.38-32.3328.44.92-30.4130.16-13.63-35.38-17.22
22Q4 (16)600.00.02.52-26.32159.792.82-5.37133.0610.6131.15742.0621.37-7.6537.2522.995.5628.291.91-7.73148.051.51-26.34160.347.95-20.1103.857.07-20.2990.05-5.05-15.53-6.84
22Q3 (15)600.00.03.42-4.748450.02.98-8.311962.58.0973.232689.6623.14-2.4583.3621.782.2175.362.07-3.721981.822.05-4.6510150.09.951.7412337.58.87-2.215117.6517.89113.8383.55
22Q2 (14)600.00.03.59232.41259.03.25175.42286.94.67332.411768.023.7238.2366.5721.3127.9928.922.15172.15270.692.15230.77258.339.78133.41105.899.07139.95114.9324.22121.8886.47
22Q1 (13)600.00.01.0811.34244.01.18-2.48249.371.08-14.29244.017.1610.2148.3116.65-7.0984.390.792.6264.580.6512.07244.444.197.44207.993.781.61197.4216.801168.17426.88
21Q4 (12)600.00.00.972325.0158.431.21856.25194.531.26334.48149.2215.5723.3881.8917.9244.2879.740.77800.0196.250.582800.0158.03.904775.0132.583.722088.24131.96.001114.50368.60
21Q3 (11)600.00.00.04-96.0105.8-0.16-119.0565.220.2916.0132.5812.62-11.3849.712.42-24.86-25.14-0.11-118.9759.260.02-96.67104.760.08-98.32101.620.17-95.97103.455.8568.6743.64
21Q2 (10)600.00.01.00233.33332.560.84206.33520.00.25133.33225.014.2423.0857.1716.5383.06-4.450.58220.83441.180.6233.33330.774.75222.42235.714.22208.76248.0729.12144.08122.31
21Q1 (9)600.00.0-0.7554.82-426.09-0.7938.28-890.0-0.7570.7-426.0911.5735.161.859.03-9.43-39.72-0.4840.0-500.0-0.4555.0-421.43-3.8867.59-315.56-3.8866.72-418.0318.35-42.88-69.99
20Q4 (8)600.017.65-1.66-140.58-224.81-1.28-178.26-218.52-2.56-187.64-160.958.561.54-45.069.97-39.9-46.31-0.8-196.3-217.65-1.0-138.1-249.25-11.97-142.8-367.79-11.66-136.51-369.28-2.71-100.53-154.13
20Q3 (7)600.020.0-0.69-60.47-146.94-0.46-130.0-136.51-0.89-345.0-130.698.43-6.95-49.9116.59-4.1-8.19-0.27-58.82-136.99-0.42-61.54-156.76-4.93-40.86-217.94-4.93-72.98-212.81-13.60-173.71-215.00
20Q2 (6)600.020.0-0.43-286.96-122.28-0.20-300.0-111.3-0.20-186.96-113.999.06-20.25-49.2417.3015.49-9.23-0.17-241.67-114.41-0.26-285.71-127.08-3.50-294.44-158.43-2.85-333.61-152.78-23.67-184.83-195.37
20Q1 (5)6017.6520.00.23-82.71146.00.10-90.74143.480.23-94.52146.011.36-27.09-20.7314.98-19.339.820.12-82.35233.330.14-79.1156.01.80-59.73225.01.22-71.82169.71--0.00
19Q4 (4)512.00.01.33-9.520.01.08-14.290.04.2044.830.015.58-7.430.018.572.770.00.68-6.850.00.67-9.460.04.476.940.04.33-0.920.0--0.00
19Q3 (3)500.00.01.47-23.830.01.26-28.810.02.90102.80.016.83-5.710.018.07-5.190.00.73-38.140.00.74-22.920.04.18-30.220.04.37-19.070.0--0.00
19Q2 (2)500.00.01.93486.00.01.77869.570.01.43386.00.017.8524.560.019.0639.740.01.181411.110.00.96484.00.05.99515.970.05.40408.570.0--0.00
19Q1 (1)500.00.0-0.500.00.0-0.230.00.0-0.500.00.014.330.00.013.640.00.0-0.090.00.0-0.250.00.0-1.440.00.0-1.750.00.0--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)
2024/35.9318.462.9518.15.3318.1N/A-
2024/25.0-30.25-23.5712.186.5318.55N/A-
2024/17.1712.5446.917.1746.9119.96N/A-
2023/126.37-0.66-3.479.45-7.2619.190.48-
2023/116.420.19-9.9473.08-7.5419.510.47-
2023/106.4-4.32-17.3866.66-7.2320.390.45-
2023/96.69-8.29-17.7660.26-6.0321.070.46-
2023/87.33.13-1.753.57-4.3722.190.44-
2023/77.08-9.5-8.3646.27-4.7221.90.44-
2023/67.8211.57-5.3939.18-4.0722.010.44-
2023/57.01-2.38-15.3631.376.5719.940.48-
2023/47.1824.71-1.3124.36-0.0819.480.49-
2023/35.76-12.06-1.1817.180.1717.180.71-
2023/26.5534.0730.2711.431.0818.030.68-
2023/14.88-26.0-22.294.88-22.2918.60.66-
2022/126.6-7.3817.085.6858.6821.470.54隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/117.12-8.0727.1479.0463.5123.010.51隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/107.75-4.7680.1271.8668.1723.310.5隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/98.149.61101.9764.1266.8723.290.53隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/87.42-3.86105.6256.0162.8223.410.53隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/77.72-6.5654.648.5657.6624.270.51隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/68.27-0.1767.5740.8558.323.820.51隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/58.2813.8172.8829.4441.0821.380.57隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/47.2824.8864.5924.3851.7418.130.67隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/35.8315.9445.4617.1547.2817.130.79-
2022/25.02-20.0251.7611.3147.9316.950.8隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/16.2811.4145.046.2845.0417.530.77-
2021/125.640.64101.2553.9944.4415.550.67隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2021/115.630.2367.7348.3439.7213.940.75隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2021/104.36.7894.4242.7336.7411.940.88隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2021/94.0311.5933.0738.4332.2512.640.73-
2021/83.61-27.7128.6534.432.1313.540.68-
2021/75.01.2775.7930.832.5514.720.63係去年受到疫情影響,部分訂單有延期出貨情形,今年回復正常,以及去年12月收購薩摩亞德御產生綜效所致。
2021/64.932.9866.7725.826.4414.140.61係去年受到疫情影響,部分訂單有延期出貨情形,今年回復正常,以及去年12月收購薩摩亞德御產生綜效所致。
2021/54.798.3583.020.8619.5113.210.65係去年受到疫情影響,部分訂單有延期出貨情形,今年回復正常,以及去年12月收購薩摩亞德御產生綜效所致。
2021/44.4210.3626.8416.078.2411.740.73-
2021/34.020.972.8611.652.5111.650.76-
2021/23.31-23.5717.887.642.3410.440.85-
2021/14.3354.58-6.94.33-6.910.470.85-
2020/122.8-16.12-45.7737.38-42.28.360.84-
2020/113.3450.96-32.6134.6-41.878.580.81-
2020/102.21-26.91-59.731.25-42.738.050.87本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/93.037.89-37.5229.05-40.88.680.77-
2020/82.81-1.23-50.9226.04-41.138.610.78本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/72.84-3.92-54.7123.24-39.668.420.79本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/62.9613.0-54.0520.41-36.689.060.8本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/52.62-24.89-58.4217.46-32.3610.00.73本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/43.48-10.49-32.0114.85-23.9610.190.71-
2020/33.8938.62-16.4811.36-21.0911.350.73-
2020/22.81-39.64-23.717.47-23.312.630.66-
2020/14.65-9.95-23.144.65-23.1414.780.56-
2019/125.174.23-4.8164.687.2415.620.54-
2019/114.96-9.73-13.9859.528.4415.30.55-
2019/105.4913.3119.2754.5711.0716.060.52-
2019/94.85-15.24-3.5749.0810.2916.840.54-
2019/85.72-8.866.3444.2312.0318.430.49-
2019/76.28-2.5216.9238.5112.9519.010.48-
2019/66.442.277.4832.2312.2217.860.5-
2019/56.2922.85.4825.8113.420.0N/A-
2019/45.139.94-0.7819.5216.170.0N/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)611.678.97-13.2510.906.3479.21-7.2420.30-2.966.77-2.176.29-10.656.17-2.99
2022 (9)600.010.34727.210.25831.8285.3958.1320.9245.686.92810.537.04728.246.36748.0
2021 (8)600.01.2501.10054.044.3114.36-2.710.7600.8500.750
2020 (7)6017.65-2.560-1.80037.42-42.0614.76-15.56-1.120-1.550-1.530
2019 (6)512.04.20129.513.87236.5264.587.117.4815.382.51209.882.26121.572.12132.97
2018 (5)500.01.8301.15060.325.7615.15-0.590.81224.01.022450.00.910
2017 (4)5011.11-0.780-0.31047.95-2.2215.24-12.060.25-80.00.04-97.4-0.390
2016 (3)452.272.51-53.941.38-51.9249.04-5.8917.33-13.391.25-50.41.54-51.571.13-52.92
2015 (2)440.05.4538.322.874.3652.117.6420.01-1.042.52-0.793.1822.782.438.73
2014 (1)44131.583.94328.262.75139.1348.4116.1720.2202.5470.472.59167.011.73861.11

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