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8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(%)
26Q1 (8)701.454.480.03-95.95-98.770.10-88.76-95.240.03-99.28-98.7719.84-10.190.0515.61-9.14-26.820.73-78.08-91.20.11-95.22-98.670.14-81.08-91.520.02-96.08-98.770.49-82.69-94.620.11-95.22-98.671.99-61.34-44.38
25Q4 (7)69-1.432.990.74-26.73-72.180.890.0-33.584.1820.81-62.4122.0914.168.9817.18-10.29-15.953.33-13.73-41.992.30-36.64-73.80.74-1.33-36.210.51-27.14-71.352.83-33.41-71.332.30-36.64-73.86.121199.13-28.40
25Q3 (6)702.944.481.012425.0-51.670.89-56.8-70.433.4640.65-59.1519.35-1.93-14.6419.150.21-3.913.86-53.04-59.333.632692.31-41.360.75-53.7-65.120.72233.33-50.04.25297.2-33.183.632692.31-41.36-1.211163.33-29.35
25Q2 (5)681.491.490.04-98.35-98.922.06-1.9-29.692.461.23-61.4419.73-0.5-11.7219.11-10.41-18.028.22-0.96-18.370.13-98.42-98.831.62-1.82-28.00.03-98.16-98.791.07-88.24-91.070.13-98.42-98.83--0.00
25Q1 (4)670.00.02.43-8.650.02.1056.720.02.43-78.150.019.83-2.170.021.334.350.08.3044.60.08.24-6.150.01.6542.240.01.63-8.430.09.10-7.80.08.24-6.150.0--0.00
24Q4 (3)670.00.02.6627.270.01.34-55.480.011.1231.290.020.27-10.590.020.442.560.05.74-39.520.08.7841.840.01.16-46.050.01.7827.140.09.8755.190.08.7841.840.0--0.00
24Q3 (2)670.00.02.09-43.670.03.012.730.08.4732.760.022.671.430.019.93-14.50.09.49-5.760.06.19-44.280.02.15-4.440.01.4-43.550.06.36-46.910.06.19-44.280.0--0.00
24Q2 (1)670.00.03.710.00.02.930.00.06.380.00.022.350.00.023.310.00.010.070.00.011.110.00.02.250.00.02.480.00.011.980.00.011.110.00.0--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)
2026/47.46.559.2427.272.4821.08N/A-
2026/36.943.010.4519.870.1719.870.67-
2026/26.748.959.7912.930.0120.120.66-
2026/16.19-14.01-8.826.19-8.8220.60.64-
2025/127.19-0.421.6581.12-2.7822.130.51-
2025/117.22-6.35-0.9973.92-4.6520.790.54-
2025/107.7131.748.9566.7-5.0319.520.58-
2025/95.85-1.62-14.5258.99-6.619.370.7-
2025/85.95-21.35-21.753.13-5.6320.030.68-
2025/77.5716.19-7.7147.18-3.1220.580.66-
2025/66.510.25-8.7339.61-2.1919.780.57-
2025/56.5-4.07-14.8333.1-0.820.180.56-
2025/46.77-2.01-11.3726.613.3519.820.57-
2025/36.9112.5816.6119.839.5719.830.58-
2025/26.14-9.5222.712.926.1418.840.61-
2025/16.7814.73-5.416.78-5.4119.990.58-
2024/125.91-18.94-7.2283.445.0220.290.59-
2024/117.33.0513.7177.536.0921.220.57-
2024/107.083.3510.5570.245.3621.530.56-
2024/96.85-9.892.3463.164.8122.650.49-
2024/87.6-7.34.1656.315.1122.940.48-
2024/78.214.9215.8848.715.2722.960.48-
2024/67.14-6.45-8.7440.513.3722.40.43-
2024/57.63-0.178.8433.376.3721.190.45-
2024/47.6428.936.4325.745.6518.570.52-
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-
2023/126.37-0.66-3.479.45-7.2619.19N/A-
2023/116.420.19-9.9473.08-7.5419.51N/A-
2023/106.4-4.32-17.3866.66-7.2320.39N/A-
2023/96.69-8.29-17.7660.26-6.0321.07N/A-
2023/87.33.13-1.753.57-4.3722.19N/A-
2023/77.08-9.5-8.3646.27-4.7221.9N/A-
2023/67.8211.57-5.3939.18-4.0722.01N/A-
2023/57.01-2.38-15.3631.376.5719.94N/A-
2023/47.1824.71-1.3124.36-0.0819.48N/A-
2023/35.76-12.06-1.1817.180.1717.18N/A-
2023/26.5534.0730.2711.431.0818.03N/A-
2023/14.88-26.0-22.294.88-22.2918.6N/A-
2022/126.6-7.3817.085.6858.6821.47N/A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。
2022/117.12-8.0727.1479.0463.5123.01N/A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。
2022/107.75-4.7680.1271.8668.1723.31N/A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。
2022/98.149.61101.9764.1266.8723.29N/A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。
2022/87.42-3.86105.6256.0162.8223.41N/A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。
2022/77.72-6.5654.648.5657.6624.27N/A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。
2022/68.27-0.1767.5740.8558.323.82N/A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。
2022/58.2813.8172.8829.4441.0821.38N/A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。
2022/47.2824.8864.5924.3851.7418.13N/A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。
2022/35.8315.9445.4617.1547.2817.13N/A-
2022/25.02-20.0251.7611.3147.9316.95N/A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。
2022/16.2811.4145.046.2845.0417.53N/A-
2021/125.640.64101.2553.9944.4415.55N/A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。
2021/115.630.2367.7348.3439.7213.94N/A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。
2021/104.36.7894.4242.7336.7411.94N/A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。
2021/94.0311.5933.0738.4332.2512.64N/A-
2021/83.61-27.7128.6534.432.1313.54N/A-
2021/75.01.2775.7930.832.5514.72N/A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。
2021/64.932.9866.7725.826.440.0N/A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。
2021/54.798.3583.020.8619.510.0N/A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。
成長能力-近5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
2025 (5)692.994.02-60.435.94-34.080.99-2.8519.14-8.95.87-29.533.54-60.314.75-31.653.46-57.182.87-61.42
2024 (4)679.8410.1613.279.00-5.2683.375.2521.013.58.33-2.578.9214.656.952.668.0828.467.4420.58
2023 (3)611.678.97-13.259.506.3879.21-7.2420.30-2.968.555.437.784.436.77-2.176.29-10.656.17-2.99
2022 (2)600.010.34727.28.93830.2185.3958.1320.9245.688.11475.187.45435.976.92810.537.04728.246.36748.0
2021 (1)600.01.2500.96054.044.3114.3601.4101.3900.7600.8500.750

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