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)
2024/110.65-49.68-54.6412.39-11.612.78N/A國外市場需求減少
2024/101.2952.56-18.2411.74-6.733.56N/A-
2024/90.84-40.88-43.9410.45-5.093.41.2-
2024/81.4326.14-7.739.611.053.511.16-
2024/71.1318.9423.848.182.763.341.22-
2024/60.95-24.52-34.217.050.033.211.38-
2024/51.2626.29-18.716.18.873.481.27-
2024/41.0-18.26-33.994.8419.433.271.35-
2024/31.2215.969.413.8451.233.841.01國外市場需求增加
2024/21.05-32.78103.772.6284.033.940.99國外市場需求增加
2024/11.5719.0372.781.5772.784.310.9國外市場需求增加
2023/121.32-7.8571.5715.33-38.694.320.92國外市場需求增加
2023/111.43-9.337.8814.02-42.184.510.88-
2023/101.574.6140.5512.59-45.754.630.86-
2023/91.51-2.7-25.3911.02-50.133.971.09國外市場需求減少
2023/81.5569.32-27.839.51-52.623.911.11國外市場需求減少
2023/70.91-36.81-60.717.96-55.583.911.11國外市場需求減少
2023/61.45-6.74-47.017.05-54.814.510.93國外市場須求減少
2023/51.552.56-34.235.6-56.474.181.0國外市場須求減少
2023/41.5135.47-34.634.05-61.463.151.33國外市場須求減少
2023/31.12115.97-60.082.54-69.022.541.98國外市場須求減少
2023/20.52-43.0-76.471.42-73.652.192.3國外市場須求減少
2023/10.9118.2-71.720.91-71.722.711.86國外市場須求減少
2022/120.77-25.95-73.9725.01-20.562.921.84國外市場須求減少
2022/111.04-7.54-68.124.25-15.044.171.29國外市場須求減少
2022/101.12-44.46-65.7223.21-8.235.281.02國外市場須求減少
2022/92.02-5.88-30.5322.090.296.490.95-
2022/82.14-7.83-11.2520.074.987.20.85-
2022/72.33-14.78-26.2817.937.337.410.83-
2022/62.7315.7522.3115.615.167.40.93-
2022/52.361.93-13.5512.8713.757.470.92-
2022/42.31-17.27-4.9710.5122.427.310.94-
2022/32.827.2928.858.233.258.20.84-
2022/22.2-31.4916.175.435.668.350.82-
2022/13.218.8153.263.2153.269.40.73國外市場須求增加
2021/122.95-9.2724.5731.4937.299.460.79-
2021/113.25-0.6351.2528.5438.759.420.79國外市場需求增加
2021/103.2712.5518.3425.2937.298.590.87-
2021/92.920.2334.5922.0240.638.480.88-
2021/82.42-23.4421.6519.1241.67.80.96-
2021/73.1641.3952.5716.745.048.120.92國外客戶需求增加
2021/62.23-18.1836.1913.5543.397.390.86-
2021/52.7312.0562.3211.3244.97.330.86國外市場需求增加
2021/42.4312.1654.338.5940.136.50.98國外市場需求增加
2021/32.1714.7714.426.1535.26.150.94-
2021/21.89-9.6386.773.9850.056.350.91國外市場須求增加
2021/12.09-11.5427.412.0927.416.610.87-
2020/122.3710.1534.5222.944.447.280.72-
2020/112.15-22.2534.4620.571.837.070.74-
2020/102.7628.072.2518.42-0.976.910.76國外市場須求增加
2020/92.168.6715.5215.66-7.876.210.89-
2020/81.99-3.9868.7213.5-10.765.690.97國外市場需求增加
2020/72.0726.2113.2111.52-17.475.391.02-
2020/61.64-2.48-15.419.45-22.094.90.97-
2020/51.686.53-10.937.81-23.365.150.92-
2020/41.58-16.83-16.296.13-26.184.491.06-
2020/31.987.34-10.684.55-29.094.550.99-
2020/21.01-38.35-28.982.65-38.194.411.02-
2020/11.64-6.6-42.761.64-42.760.0N/A-
2019/121.7610.127.8721.96-15.440.0N/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
2024/11.572023/10.912022/13.212021/12.092020/11.64
2024/21.052023/20.522022/22.22021/21.892020/21.01
2024/31.222023/31.122022/32.82021/32.172020/31.9
2024/41.02023/41.512022/42.312021/42.432020/41.58
2024/51.262023/51.552022/52.362021/52.732020/51.68
2024/60.952023/61.452022/62.732021/62.232020/61.64
2024/71.132023/70.912022/72.332021/73.162020/72.07
2024/81.432023/81.552022/82.142021/82.422020/81.99
2024/90.842023/91.512022/92.022021/92.92020/92.16
2024/101.292023/101.572022/101.122021/103.272020/102.76
2024/110.652023/111.432022/111.042021/113.252020/112.15
N/AN/A2023/121.322022/120.772021/122.952020/122.37
  • 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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