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)
2024/100.829.8228.738.11-14.082.37N/A-
2024/90.74-9.04-3.37.29-17.162.34N/A-
2024/80.824.35-2.896.55-18.492.49N/A-
2024/70.78-12.76-10.315.73-20.312.59N/A-
2024/60.9-1.95-11.024.95-21.692.660.55-
2024/50.917.65-17.444.05-23.712.540.58-
2024/40.859.31-19.123.14-25.362.390.62-
2024/30.782.14-34.62.29-27.432.290.73-
2024/20.760.97-20.171.51-23.112.270.74-
2024/10.75-0.2-25.870.75-25.872.330.72-
2023/120.75-8.29-25.8811.01-19.432.210.83-
2023/110.8229.98-20.4510.26-18.912.220.82-
2023/100.63-17.5-28.59.43-18.772.240.82-
2023/90.77-8.66-37.998.8-17.972.480.84-
2023/80.84-3.61-25.018.03-15.352.720.77-
2023/70.87-13.44-31.137.19-14.062.990.7-
2023/61.01-9.03-16.766.32-11.023.160.7-
2023/51.115.46-12.975.31-9.843.350.66-
2023/41.05-11.6-9.234.21-8.983.190.69-
2023/31.1924.684.63.16-8.893.160.75-
2023/20.95-6.24-19.551.97-15.482.990.79-
2023/11.02-0.21-11.261.02-11.263.070.77-
2022/121.02-1.58-4.8613.6718.942.940.84-
2022/111.0316.8212.3512.6521.383.160.78-
2022/100.89-28.45-16.9711.6122.263.240.76-
2022/91.2410.4635.1510.7327.223.620.73-
2022/81.12-11.499.099.4926.253.60.73-
2022/71.274.6131.968.3728.973.750.7-
2022/61.21-4.8924.137.128.453.640.77-
2022/51.2710.030.755.8929.373.560.79-
2022/41.161.871.624.6229.03.480.81-
2022/31.14-4.1125.383.4641.763.460.78-
2022/21.183.4174.632.3351.393.40.8去年因疫情影響客戶需求,造成營收衰退較為嚴重,已陸續回復常態。
2022/11.156.9933.081.1533.083.140.86-
2021/121.0716.2288.0611.4925.83.060.83去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回
2021/110.92-13.6685.3510.4221.662.90.87去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/101.0716.4667.379.517.743.010.84去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/90.92-10.8351.018.4313.482.90.88去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/81.037.0653.857.5210.152.960.86去年因疫情影響客戶需求,造成下半年營收衰退較為嚴重,今年已陸續回復常態。
2021/70.96-1.5912.146.495.412.910.88-
2021/60.970.1715.395.534.323.090.66-
2021/50.97-14.510.94.562.223.020.68-
2021/41.1425.79.973.580.092.720.75-
2021/30.9133.5425.832.44-3.922.440.62-
2021/20.68-21.19-32.681.54-15.652.110.72-
2021/10.8651.195.340.865.341.930.79-
2020/120.5714.55-29.699.13-10.771.70.76-
2020/110.5-22.04-39.648.57-9.141.740.74-
2020/100.645.08-16.518.07-6.231.910.67-
2020/90.61-9.16-29.547.43-5.232.130.69-
2020/80.67-21.95-24.336.82-2.232.370.62-
2020/70.861.26-9.266.160.962.580.57-
2020/60.84-3.715.045.32.832.760.58-
2020/50.88-15.22-8.454.462.422.630.6-
2020/41.0443.8220.873.585.52.760.58-
2020/30.72-28.56-19.572.540.32.540.64-
2020/21.0123.3335.691.8211.152.630.62-
2020/10.820.9-9.120.82-9.122.450.66-
2019/120.81-1.6626.4510.240.00.0N/A-
2019/110.827.834.089.43-1.760.0N/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
2024/10.752023/11.022022/11.152021/10.862020/10.82
2024/20.762023/20.952022/21.182021/20.682020/21.01
2024/30.782023/31.192022/31.142021/30.912020/30.72
2024/40.852023/41.052022/41.162021/41.142020/41.04
2024/50.912023/51.112022/51.272021/50.972020/50.88
2024/60.92023/61.012022/61.212021/60.972020/60.84
2024/70.782023/70.872022/71.272021/70.962020/70.86
2024/80.822023/80.842022/81.122021/81.032020/80.67
2024/90.742023/90.772022/91.242021/90.922020/90.61
2024/100.822023/100.632022/100.892021/101.072020/100.64
N/AN/A2023/110.822022/111.032021/110.922020/110.5
N/AN/A2023/120.752022/121.022021/121.072020/120.57
  • 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, 最新合約負債佔股本: 1.54%
合約負債 QoQ YoY
24Q2 (20)0.1271.43200.0
24Q1 (19)0.0716.67-77.42
23Q4 (18)0.06200.0-81.82
23Q3 (17)0.02-50.0-94.59
23Q2 (16)0.04-87.1-50.0
23Q1 (15)0.31-6.06181.82
22Q4 (14)0.33-10.8150.0
22Q3 (13)0.37362.5362.5
22Q2 (12)0.08-27.2733.33
22Q1 (11)0.11-50.0266.67
21Q4 (10)0.22175.0214.29
21Q3 (9)0.0833.33100.0
21Q2 (8)0.06100.0500.0
21Q1 (7)0.03-57.1450.0
20Q4 (6)0.0775.0-36.36
20Q3 (5)0.04300.0-33.33
20Q2 (4)0.01-50.00.0
20Q1 (3)0.02-81.820.0
19Q4 (2)0.1183.330.0
19Q3 (1)0.060.00.0

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