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)
2024/101.76-17.11-13.0920.23-4.485.98N/A-
2024/92.120.75-11.8518.48-3.575.91.65-
2024/82.1125.78-7.4216.35-2.385.971.63-
2024/71.67-23.74-11.214.25-1.596.251.56-
2024/62.19-8.02-1.9812.58-0.166.371.4-
2024/52.3933.1233.7410.380.236.451.38-
2024/41.79-21.21-15.678.0-6.736.21.44-
2024/32.286.88-5.036.2-3.796.21.45-
2024/22.1318.2843.083.93-3.056.261.43-
2024/11.8-22.86-29.821.8-29.826.341.42-
2023/122.335.44-3.5125.73-0.626.571.3-
2023/112.219.34-12.0123.4-0.326.641.29-
2023/102.02-15.923.9221.181.076.71.28-
2023/92.415.823.6919.160.786.561.26-
2023/82.2720.646.9816.750.376.41.29-
2023/71.88-15.82-12.1914.48-0.585.911.4-
2023/62.2425.54.5212.61.966.151.32-
2023/51.78-16.06-5.7610.360.766.311.28-
2023/42.13-11.27-3.598.572.246.011.35-
2023/32.461.059.086.454.326.351.26-
2023/21.49-39.66-20.623.95-0.776.491.23-
2023/12.47-2.816.862.4716.867.521.06-
2022/122.540.886.7526.0125.757.01.06-
2022/112.5129.1635.7623.4728.216.781.1-
2022/101.95-16.11-9.2820.9627.366.391.16-
2022/92.329.1846.6219.0133.846.591.34-
2022/82.13-0.9815.916.6931.156.411.38-
2022/72.150.1814.2214.5733.716.181.43-
2022/62.1413.1616.4712.4238.526.241.41-
2022/51.89-14.1338.4510.2843.246.291.4-
2022/42.20.3958.418.3844.376.281.41受惠戶外用品國際品牌客戶拉貨力道強勁,加上航空業復甦,航太救生產品訂單增加,包括機能性布料及成品組件的出貨表現皆佳。
2022/32.217.1923.476.1841.656.081.38-
2022/21.87-6.6282.013.9851.066.361.32受惠戶外用品國際品牌客戶拉貨力道強勁,加上航空業復甦,航太救生產品訂單回籠,包括機能性布料及成品組件的出貨表現皆佳。
2022/12.01-19.0324.852.0124.856.341.33-
2021/122.4833.8467.2320.7935.746.481.25受惠戶外用品國際品牌客戶拉貨力道強勁,加上航空業復甦,航太救生產品訂單回籠,包括機能性布料及成品組件的出貨表現皆佳。
2021/111.85-13.6976.1918.3132.365.571.45受惠戶外用品國際品牌客戶拉貨力道強勁,加上航空業復甦,航太救生產品訂單回籠,包括機能性布料及成品組件的出貨表現皆佳。
2021/102.1536.8981.2216.4628.755.551.45受惠戶外用品國際品牌客戶拉貨力道強勁,加上航空業復甦,航太救生產品訂單回籠,機能性布料及成品組件的出貨表現皆佳。
2021/91.57-14.5-3.7914.2923.75.281.33-
2021/81.83-2.4123.412.7327.695.511.27-
2021/71.884.4749.8510.8527.975.051.39-
2021/61.831.5438.988.9725.964.561.26-
2021/51.37-1.7618.657.1820.944.541.27-
2021/41.39-21.7577.575.8121.494.21.37去年受新冠狀病毒的影響,客戶從4月開始暫停出貨導致營業額較低。
2021/31.7872.7736.834.4214.734.371.18-
2021/21.03-34.22-23.142.64-2.24.061.27-
2021/11.576.7315.371.5715.374.081.26-
2020/121.4739.53-2.3115.36.033.71.31-
2020/111.05-11.2312.7413.837.03.861.25-
2020/101.18-27.3211.912.786.554.31.13-
2020/91.639.6632.7711.66.044.371.08-
2020/81.4918.49-14.419.972.664.031.17-
2020/71.25-3.1-14.398.486.383.71.27-
2020/61.2912.322.327.2311.053.231.52-
2020/51.1547.014.965.938.873.241.52-
2020/40.78-39.7-36.374.789.853.421.43-
2020/31.3-2.9614.824.028.113.851.26-
2020/21.3410.4793.062.5528.434.391.11營業日數增加
2020/11.21-33.91-6.241.21-6.243.981.22-
2019/121.8396.8168.4614.769.740.0N/A美國及澳洲客戶出貨增加
2019/110.93-11.89-13.0212.934.570.0N/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
2024/11.82023/12.472022/12.012021/11.572020/11.21
2024/22.132023/21.492022/21.872021/21.032020/21.34
2024/32.282023/32.42022/32.22021/31.782020/31.3
2024/41.792023/42.132022/42.22021/41.392020/40.78
2024/52.392023/51.782022/51.892021/51.372020/51.15
2024/62.192023/62.242022/62.142021/61.82020/61.29
2024/71.672023/71.882022/72.152021/71.882020/71.25
2024/82.112023/82.272022/82.132021/81.832020/81.49
2024/92.122023/92.412022/92.322021/91.572020/91.63
2024/101.762023/102.022022/101.952021/102.152020/101.18
N/AN/A2023/112.212022/112.512021/111.852020/111.05
N/AN/A2023/122.332022/122.542021/122.482020/121.47
  • 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: 0.51%
合約負債 QoQ YoY
24Q3 (20)0.04-20.0-42.86
24Q2 (19)0.05-28.57-28.57
24Q1 (18)0.0775.0-30.0
23Q4 (17)0.04-42.8633.33
23Q3 (16)0.070.040.0
23Q2 (15)0.07-30.00
23Q1 (14)0.1233.33100.0
22Q4 (13)0.03-40.00
22Q3 (12)0.0500

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