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)
2024/102.4311.54-1.1323.59-0.57.01N/A-
2024/92.18-9.27-2.4121.16-0.436.950.28-
2024/82.41.261.1518.98-0.196.80.29-
2024/72.3717.27-1.4616.58-0.397.110.27-
2024/62.02-25.4-9.214.21-0.217.060.26-
2024/52.7116.7416.7712.181.457.330.25-
2024/42.321.127.159.47-2.216.720.27-
2024/32.39.36-13.617.15-4.917.150.31-
2024/22.1-23.6-12.164.85-0.157.550.29-
2024/12.751.811.482.7511.488.150.27-
2023/122.7-0.01-12.6329.03-13.867.860.27-
2023/112.79.85-5.8526.41-13.727.390.29-
2023/102.4610.1-21.323.71-14.537.070.3-
2023/92.23-5.95-20.5321.25-13.677.020.28-
2023/82.38-1.36-15.7319.02-12.797.010.28-
2023/72.418.06-8.1316.64-12.356.960.28-
2023/62.23-4.06-23.8114.24-13.036.720.29-
2023/52.327.12-20.5712.01-10.687.150.27-
2023/42.17-18.48-25.389.69-7.947.220.27-
2023/32.6611.19-3.067.52-1.287.520.35-
2023/22.39-3.0212.994.86-0.287.950.33-
2023/12.47-20.22-10.472.47-10.478.430.31-
2022/123.097.745.1333.7112.399.090.32-
2022/112.87-8.178.6230.6213.188.810.33-
2022/103.1211.176.427.7513.678.750.33-
2022/92.81-0.2718.5124.6214.678.250.41-
2022/82.827.5213.3621.8114.198.360.41-
2022/72.62-10.37-6.6418.9914.318.470.4-
2022/62.920.0117.8516.3718.588.760.41-
2022/52.920.6323.0913.4518.748.570.42-
2022/42.915.9116.5110.5217.587.770.46-
2022/32.7429.6116.567.6217.997.620.27-
2022/22.12-23.1710.954.8718.817.810.26-
2022/12.76-6.3125.652.7625.658.340.25-
2021/122.9411.3327.0529.9931.738.520.26-
2021/112.64-10.0436.9527.0532.267.950.28-
2021/102.9423.8243.8124.4131.787.790.28-
2021/92.37-4.6121.0121.4730.287.670.32-
2021/82.49-11.4534.419.131.547.780.32-
2021/72.8113.1455.2516.6131.127.670.32主係本月本公司大宗原物料買賣之金額,因原、物料價格波動而大幅增加至5100萬元所致。
2021/62.484.4638.7613.8127.17.350.41-
2021/52.38-4.7337.2911.3224.87.220.41-
2021/42.495.9533.238.9521.866.760.44-
2021/32.3523.3624.576.4517.976.450.4-
2021/21.91-12.9813.084.114.486.420.4-
2021/12.19-5.2715.742.1915.746.440.4-
2020/122.3120.017.7322.7725.26.290.3-
2020/111.93-5.535.4420.4526.115.930.32-
2020/102.044.1936.1118.5228.745.850.32-
2020/91.965.9342.6416.4827.885.620.28-
2020/81.852.2824.4514.5226.125.450.29-
2020/71.811.1224.8612.6726.365.330.29-
2020/61.793.3529.2710.8626.625.390.28-
2020/51.73-7.5515.039.0726.115.490.28-
2020/41.87-0.9235.547.3429.035.450.28-
2020/31.8911.9836.95.4726.955.470.33-
2020/21.69-10.9452.483.5822.265.550.33本月增加50%以上主係:畜產部規模擴大、大宗原物料買賣增加及併入子公司營收所致。
2020/11.89-3.643.921.893.925.690.32-
2019/121.977.4834.818.1822.150.0N/A-
2019/111.8321.9323.9416.2220.780.0N/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
2024/12.752023/12.472022/12.762021/12.192020/11.89
2024/22.12023/22.392022/22.122021/21.912020/21.69
2024/32.32023/32.662022/32.742021/32.352020/31.89
2024/42.322023/42.172022/42.912021/42.492020/41.87
2024/52.712023/52.322022/52.922021/52.382020/51.73
2024/62.022023/62.232022/62.922021/62.482020/61.79
2024/72.372023/72.412022/72.622021/72.812020/71.81
2024/82.42023/82.382022/82.822021/82.492020/81.85
2024/92.182023/92.232022/92.812021/92.372020/91.96
2024/102.432023/102.462022/103.122021/102.942020/102.04
N/AN/A2023/112.72022/112.872021/112.642020/111.93
N/AN/A2023/122.72022/123.092021/122.942020/122.31
  • 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: 0.24%
合約負債 QoQ YoY
24Q3 (20)0.010.00.0
24Q2 (19)0.010.0-66.67
24Q1 (18)0.010.0-83.33
23Q4 (17)0.010.0-66.67
23Q3 (16)0.01-66.67-50.0
23Q2 (15)0.03-50.00.0
23Q1 (14)0.06100.020.0
22Q4 (13)0.0350.0-57.14
22Q3 (12)0.02-33.330.0
22Q2 (11)0.03-40.0-25.0
22Q1 (10)0.05-28.5766.67
21Q4 (9)0.07250.0250.0
21Q3 (8)0.02-50.00.0
21Q2 (7)0.0433.33100.0
21Q1 (6)0.0350.050.0
20Q4 (5)0.020.0-33.33
20Q3 (4)0.020.00.0
20Q2 (3)0.020.00.0
20Q1 (2)0.02-33.330.0
19Q4 (1)0.030.00.0

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