玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
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)
2024/91.36-10.4817.7612.1614.384.23N/A-
2024/81.5212.7717.1110.7913.974.18N/A-
2024/71.352.726.439.2713.474.26N/A-
2024/61.31-17.7813.277.9211.524.370.7-
2024/51.69.527.876.6111.184.380.69-
2024/41.469.8637.615.016.743.670.83-
2024/31.3351.02-6.543.55-2.263.550.86-
2024/20.88-34.65-24.462.220.483.380.91-
2024/11.3516.2828.151.3528.153.80.81-
2023/91.16-10.97-25.1310.63-37.623.52N/A-
2023/81.321.74-17.759.47-38.863.53N/A-
2023/71.07-7.98-33.848.17-41.263.48N/A-
2023/61.16-7.18-25.447.1-42.233.47N/A-
2023/51.2517.84-44.295.94-44.663.73N/A-
2023/41.06-25.39-49.124.7-44.763.65N/A-
2023/31.4222.06-48.823.64-43.353.64N/A-
2023/21.1610.87-23.962.21-39.183.76N/A-
2023/11.05-20.96-50.221.05-50.224.17N/A係因市場需求受通膨影響而下降,致使訂單及營收衰退
2022/91.54-2.19-34.7917.04-16.774.74N/A-
2022/81.58-2.08-39.6915.49-14.414.75N/A-
2022/71.613.7-37.5313.91-10.145.41N/A-
2022/61.56-30.64-40.0912.3-4.665.88N/A-
2022/52.247.62-9.7910.744.267.1N/A-
2022/42.08-24.951.08.58.736.39N/A-
2022/32.7881.3518.266.4211.56.42N/A-
2022/21.53-27.415.383.646.856.01N/A-
2022/12.11-2.07.942.117.947.1N/A-
2021/92.37-9.5564.8820.4774.987.57N/A主要係市場回溫訂單上升
2021/82.621.4291.6418.176.397.8N/A主要係市場回溫訂單上升
2021/72.58-0.5480.1815.4874.057.66N/A主要係市場回溫訂單上升
2021/62.64.43152.1112.972.887.15N/A主要係市場訂單上升
2021/52.4920.5154.5110.360.196.9N/A去年同期因受疫情影響,營收大幅下滑,今年因景氣回升及鋼鐵價格上漲,故營收增加。
2021/42.06-12.1356.777.8243.35.86N/A去年因疫情影響,銷貨量下跌,今年鋼鐵市場景氣復甦,使營收相較去年大幅增加。
2021/32.3561.658.025.7539.495.75N/A因鋼鐵需求增加故營收增加
2021/21.45-25.65-12.553.4129.074.84N/A-
2021/11.955.3599.751.9599.754.76N/A109年因受新冠肺炎影響營收大幅下跌
2020/91.445.120.1411.7-27.464.24N/A-
2020/81.37-4.63-27.910.26-30.153.83N/A-
2020/71.4339.15-26.288.9-30.493.44N/A-
2020/61.035.43-37.177.46-31.263.32N/A-
2020/50.98-25.77-50.666.43-30.213.78N/A受疫情影響,出口減少
2020/41.32-11.43-33.95.46-24.624.46N/A-
2020/31.49-10.56-27.784.13-21.374.13N/A-
2020/21.6669.8347.152.64-17.234.07N/A-
2020/10.98-37.22-52.510.98-52.514.31N/A適逢1月農曆春節營業天數較少,出貨量下滑。
2019/91.43-24.31-35.516.13-23.545.27N/A-
2019/81.9-2.48-27.1414.69-22.135.48N/A-
2019/71.9418.58-12.7412.8-21.335.56N/A-
2019/61.64-17.19-30.7110.86-22.675.61N/A-
2019/51.98-0.55-21.739.22-21.046.03N/A-
2019/41.99-3.22-1.967.24-20.855.18N/A-
2019/32.0682.23-17.875.25-26.255.25N/A-
2019/21.13-45.2-38.783.19-30.85.41N/A-
2019/12.0612.45-25.472.06-25.476.89N/A-
2018/92.22-14.58.3721.121.87.05N/A-
2018/82.616.7913.918.8723.617.2N/A-
2018/72.23-5.849.1916.2725.327.12N/A-
2018/62.37-6.4623.2814.0428.166.93N/A-
2018/52.5324.5542.1711.6729.190.0N/A-
2018/42.03-18.929.869.1526.010.0N/A-
股價
長短期營收
營收年增率
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2024/11.352023/11.052022/12.112021/11.952020/10.98
2024/20.882023/21.162022/21.532021/21.452020/21.66
2024/31.332023/31.422022/32.782021/32.352020/31.49
2024/41.462023/41.062022/42.082021/42.062020/41.32
2024/51.62023/51.252022/52.242021/52.492020/50.98
2024/61.312023/61.162022/61.562021/62.62020/61.03
2024/71.352023/71.072022/71.612021/72.582020/71.43
2024/81.522023/81.32022/81.582021/82.622020/81.37
2024/91.362023/91.162022/91.542021/92.372020/91.44
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近20季
合約負債 QoQ YoY

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