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)
2024/101.5-9.5425.816.050.285.09N/A-
2024/91.65-14.8635.614.55-1.765.741.54-
2024/81.94-9.4732.6412.9-5.125.811.52-
2024/72.1524.6425.7110.95-9.685.691.55-
2024/61.72-5.6927.268.81-15.485.081.82-
2024/51.8318.9636.567.09-21.855.031.83-
2024/41.53-8.3-4.325.26-31.963.872.38-
2024/31.67152.08-28.583.72-39.193.722.52-
2024/20.66-52.15-69.282.05-45.763.662.57主係依巿場需求配合調整,致本月營收較去年同期減少。
2024/11.39-13.55-14.41.39-14.44.332.17-
2023/121.6119.81-52.1318.95-62.744.132.31主係產業調整庫存及去年基期較高所致。
2023/111.3412.64-53.5617.34-63.483.752.55主係產業調整庫存及去年基期較高所致。
2023/101.19-2.48-63.1316.0-64.133.872.47主係產業調整庫存及去年基期較高所致。
2023/91.22-16.72-73.9714.81-64.24.392.42主係產業調整庫存及去年基期較高所致。
2023/81.46-14.2-71.2513.59-62.964.522.35主係產業調整庫存及去年基期較高所致。
2023/71.7126.17-70.712.13-61.624.42.42主係產業調整庫存及去年基期較高所致。
2023/61.351.19-75.5610.42-59.564.292.69主係產業調整庫存及去年基期較高所致。
2023/51.34-16.65-71.769.07-55.195.282.19主係產業調整庫存及去年基期較高所致。
2023/41.6-31.55-50.577.73-50.136.111.89主係產業調整庫存及去年基期較高所致。
2023/32.348.41-54.256.13-50.016.132.05主係產業調整庫存及去年基期較高所致
2023/22.1633.36-27.933.78-46.967.141.76-
2023/11.62-51.66-60.781.62-60.787.861.6主係產業調整庫存及去年基期較高所致。
2022/123.3516.23-35.3550.854.089.461.46-
2022/112.88-10.56-38.6647.498.7710.81.28-
2022/103.23-31.17-25.5844.6114.513.011.06-
2022/94.69-8.0126.9341.3819.5215.611.04-
2022/85.1-12.5714.7636.718.6316.460.98-
2022/75.835.2636.5231.619.2816.11.01-
2022/65.5416.9532.0225.7715.9713.521.32-
2022/54.7345.8715.9820.2412.2413.11.37-
2022/43.25-36.65-15.7715.511.1411.371.57-
2022/35.1270.7826.3912.2621.4212.261.44-
2022/23.0-27.4220.637.1318.0912.321.43-
2022/14.13-20.3216.314.1316.3114.021.26-
2021/125.1910.2825.9448.8544.214.231.1-
2021/114.78.535.1843.6646.7312.731.23-
2021/104.3317.430.7938.9648.2612.471.26-
2021/93.69-16.834.834.6250.7912.41.2主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/84.444.035.7130.9359.1212.91.15主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/74.271.7921.8426.4963.8612.541.19主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/64.192.7355.6422.2275.4812.131.06主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/54.085.9364.3418.0380.8511.991.08主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/43.85-4.9471.0613.9586.3310.391.24主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/34.0563.0113.5810.0992.910.091.05主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/22.49-30.0285.986.0481.1210.161.04主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2021/13.55-13.7277.873.5577.8711.150.95主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增。
2020/124.1218.3739.0433.8712.8510.910.77-
2020/113.484.9836.7829.759.9810.320.81-
2020/103.31-5.9366.3526.287.210.110.83主係自行車零組件受惠全球自行車零售巿場持續熱銷,造就本公司集團出貨量及金額大增
2020/93.527.6940.0622.961.9610.30.71-
2020/83.27-6.6236.819.44-2.829.470.78-
2020/73.530.0218.7816.17-8.28.680.85-
2020/62.698.4819.3212.66-13.637.430.91-
2020/52.4810.27-5.659.97-19.636.631.01-
2020/42.2518.68-9.317.48-23.395.491.23-
2020/31.941.94-28.845.23-28.195.231.21-
2020/21.34-33.07-14.633.33-27.826.31.0-
2020/12.0-32.56-34.582.0-34.587.50.84-
2019/122.9616.454.0530.020.050.0N/A-
2019/112.5427.68-3.0627.05-0.360.0N/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
2024/11.392023/11.622022/14.132021/13.552020/12.0
2024/20.662023/22.162022/23.02021/22.492020/21.34
2024/31.672023/32.342022/35.122021/34.052020/31.9
2024/41.532023/41.62022/43.252021/43.852020/42.25
2024/51.832023/51.342022/54.732021/54.082020/52.48
2024/61.722023/61.352022/65.542021/64.192020/62.69
2024/72.152023/71.712022/75.832021/74.272020/73.5
2024/81.942023/81.462022/85.12021/84.442020/83.27
2024/91.652023/91.222022/94.692021/93.692020/93.52
2024/101.52023/101.192022/103.232021/104.332020/103.31
N/AN/A2023/111.342022/112.882021/114.72020/113.48
N/AN/A2023/121.612022/123.352021/125.192020/124.12
  • 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: 1.37%
合約負債 QoQ YoY
24Q3 (20)0.310.0-3.12
24Q2 (19)0.313.33-6.06
24Q1 (18)0.33.45-33.33
23Q4 (17)0.29-9.38-21.62
23Q3 (16)0.32-3.03-50.0
23Q2 (15)0.33-26.67-48.44
23Q1 (14)0.4521.622.27
22Q4 (13)0.37-42.19-28.85
22Q3 (12)0.640.03.23
22Q2 (11)0.6445.45-20.0
22Q1 (10)0.44-15.38-50.56
21Q4 (9)0.52-16.13-35.0
21Q3 (8)0.62-22.5-13.89
21Q2 (7)0.8-10.1173.91
21Q1 (6)0.8911.2574.51
20Q4 (5)0.811.1150.94
20Q3 (4)0.7256.520.0
20Q2 (3)0.46-9.80.0
20Q1 (2)0.51-3.770.0
19Q4 (1)0.530.00.0

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